Affluent Class - less than £1m

• Investment Performance: Defensive Portfolios
Winner INVESCO Private Portfolio Management Limited		Shortlisted Gerrard Ltd H S B C Investment Management

• Investment Performance: Balanced Portfolios
Winner Merrill Lynch Investment Managers		Shortlisted Gerrard Ltd Newton

• Investment Performance: Growth Portfolios
Winner Newton		Shortlisted Coutts Laing & Cruickshank Investment Management Limited

• Product & Service Range
Winner Singer & Friedlander Investment Management Limited		Shortlisted Merrill Lynch Investment Managers

• Quality & Clarity of Reporting
Winner: H S B C Investment Management		Shortlisted Merrill Lynch Investment Managers Singer & Friedlander Investment Management Limited

• Image & Reputation
Winner S G Hambros		Shortlisted Coutts Rathbones Schroders Private Bank

• Overall Service Quality
Winner: Newton		Shortlisted: Gerrard Ltd Merrill Lynch Investment Managers Schroders Private Bank