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High Net Worth Class - Portfolios of £1 Million or More
• Investment Performance: Defensive Portfolios
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Winner Global Asset Management |
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Shortlisted Merrill Lynch Investment Managers Chiswell Associates Limited Credit Suisse Private Banking |
Nominated Schroder & Co, Kleinwort Benson Private Bank, HSBC Investment Management, Rothschild Asset Management, J P Morgan Fleming, Cazenove Fund Management, Rathbone Brothers |
• Investment Performance: Balanced Portfolios
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Winner Sarasin Investment Management |
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Shortlisted Newton Investment Management Singer & Friedlander Investment Management Schroder & Co Credit Suisse Private Banking |
Nominated Merrill Lynch Investment Managers, Cazenove Fund Management, J O Hambro Investment Management, J P Morgan Fleming |
• Investment Performance: Growth Portfolios
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Winner Newton Investment Management |
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Shortlisted Henderson Investors Morgan Stanley & Co International |
Nominated Singer & Friedlander Investment Management, Cazenove Fund Management, Schroder & Co, Merrill Lynch Investment Managers, J O Hambro Investment Management, Kleinwort Benson Private Bank, Taylor Young Investment Management |
• Investment Performance: Specialist Portfolios
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Winner LCF Rothschild |
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Shortlisted Singer & Friedlander Investment Global Asset Management |
Nominated GLG Partners, Schroder & Co, HSBC Investment Management, J O Hambro Investment Management |
• Quality & Clarity of Reporting
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Winner: Chiswell Associates |
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Shortlisted: Newton Investment Management Baring Asset Management Singer & Friedlander Investment Management Cazenove Fund Management |
Nominated: Merrill Lynch Investment Managers, Credit Suisse Private Banking, Schroder & Co, Goldman Sachs |
• Overall Service Quality
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Winner: Newton Investment Management |
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Shortlisted: Chiswell Associates J O Hambro Investment Management Merrill Lynch Investment Managers Schroder & Co Cazenove Fund Management Credit Suisse Private Banking |
Nominated: HSBC Investment Management, Rothschild Asset Management, Kleinwort Benson Private Bank |
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