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Award Categories:
• Investment Performance: Defensive Portfolios
|
Winners:
Merrill Lynch Wealth Management
|
Shortlisted:
Matrix Investment Management, Goldman Sachs International
|
• Investment Performance: Balanced Portfolios
|
Winners:
Merrill Lynch Wealth Management
|
Shortlisted:
Newton Investment Management Limited, Berry Asset Management PLC, Jupiter Asset Management
|
• Investment Performance: Growth Portfolios
|
Winners:
Jupiter Asset Management
|
Shortlisted:
Matrix Investment Management, Newton Investment Management Limited, Taylor Young Investment Management
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• Best use of Alternative Investment Classes
|
Winners:
Goldman Sachs International
|
Shortlisted:
GAM, Matrix Investment Management, Stenham Group
|
• Best use of Long-only Multi-Manager Structures
|
Winners:
Baring Asset Management
|
Shortlisted:
Coutts & Co, UBS Wealth Management
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• Image & Reputation - Small Boutiques
|
Winners:
Berry Asset Management PLC
|
Shortlisted:
Taylor Young Investment Management, C Hoare & Co, Stenham Group
|
• Image & Reputation - Large Institutions
|
Winners:
Goldman Sachs International
|
Shortlisted:
Merrill Lynch Wealth Management, Sarasin & Partners, UBS Wealth Management
|
• Quality & Clarity of Reporting
|
Winners:
Sarasin & Partners
|
Shortlisted:
Goldman Sachs International, Schroders Private Banking, Berry Asset Management PLC
|
• Product or Service Innovation
|
Winners:
Goldman Sachs International
|
Shortlisted:
Merrill Lynch Wealth Management, Schroders Private Banking, UBS Wealth Management
|
• Overall Service Quality – UHNW Clients
|
Winners:
Goldman Sachs International
|
Shortlisted:
UBS Wealth Management
|
• Overall Service Quality – HNW Clients
|
Winners:
Newton Investment Management Limited
|
Shortlisted:
Merrill Lynch Wealth Management, Sarasin & Partners
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