The City of London Wealth Management Awards took place on Thursday 30th April 2026 at The Guildhall, London, delivering a fully booked and highly successful evening.
Welcoming over 300 guests, the event brought together the industry for an evening of celebration, conversation and outstanding hospitality in a spectacular setting. The night saw some fantastic and well-deserved winners, recognising excellence across the wealth management sector.
A huge thank you to everyone who attended, supported and voted – your contribution continues to make these awards such a standout event in the industry calendar.
| Rising Star | James Nicholas | SS&C |
| Rising Star | Max Fernee | Arbuthnot Latham |
| Rising Star | Joe Wicks | Evelyn Partners |
| Best Marketing Specialist | Catherine Steele | Brooks Macdonald |
| Best Staff Development Specialist | Paula Rawlinson | Arbuthnot Latham |
| Best Compliance Officer | Izabela Nowicka | TAM Asset Management |
| Best Diversity and Inclusion Champion | Xanic Jones | Rathbones |
| Best Social Media Content | Sean Taylor | Arbuthnot Latham |
| Best Industry Commentator | Jane Sydenham | Rathbones |
| Discretionary Portfolio Manager of the Year | Edward Johnstone | Arbuthnot Latham |
| Exceptional Customer Service | Lee De Redder | Shackleton |
| Financial Journalist of the Year | Jeff Prestridge | Daily Mail |
| Retail Access Champion | Michael Summersgill | AJ Bell |
| Financial Adviser of the Year | Jo-Ann Welman | Quilter Cheviot |
| Portfolio Manager of the Year | Carolyn Black | Redmayne Bentley |
| Wealth Manager of the Year | Victoria Gammon | Evelyn Partners |
| MUDLARK Award for Exceptional Performance in the Back Office | Sarah Baird | FIS |
| Wealth Management CEO of the Year | Paul Geddes | Evelyn Partners |
| Best FX Service Provider | FXPro |
| Best Advisor Platform | Shackleton |
| Best Advisory Service | Brooks Macdonald |
| Best AI Initiative | Stratiphy |
| Best Charity Investment Service | Quilter Cheviot |
| The Clearstream Award for Best Newcomer | Cadro |
| Client Service Excellence | St James’s Place |
| Best Corporate Bank for Wealth Management | NatWest |
| The BITA Risk Award for Best Discretionary Wealth Management Service | Canaccord |
| Best Online/Mobile Access | Hargreaves Lansdown |
| Best Execution-Only Share Dealing | Halifax Share Dealing |
| Best Family Office | Killik |
| The SS&C Award for Best Fund | Equitile |
| Best Managed Portfolio Service | RBC Brewin |
| The BITA Risk Award for Wealth Management Excellence | JM Finn |
| Long Term Service to Wealth Management | Redmayne Bentley |
| The Standard Life Award for Best Financial Planning Service | OCM Wealth |
| Retail Investor’s Champion | AJ Bell |
| Regional Wealth Manager of the Year – Central & Eastern England | GHC Capital |
| Regional Wealth Manager of the Year – North West England | Ramsey Crookall |
| Regional Wealth Manager of the Year – Northern England | Artorius |
| Regional Wealth Manager of the Year – Scotland & Northern Ireland | Davy |
| Regional Wealth Manager of the Year – Southern England | Oakglen Wealth |
| SIPP Provider | Standard Life |
| The Clearstream Award for Excellence in Corporate Achievement | Evelyn Partners |
| Best Industry Initiative | London Stock Exchange |
| The Standard Life Award for Wealth Management Company of the Year | True Potential |
| Lifetime Achievement Award | Judith Ullock |
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