We won again! We are thrilled to announce that for the second year in a row we have won the Citywire Wealth Manager Regional Stars Award for Greater London.
We were in good company on the shortlist: Brewin Dolphin, Brooks Macdonald, LGT Vestra and Quilter Cheviot were lined up alongside us. Mike Roberts, Nic Spicer and Dave Chessell, who represented PortfolioMetrix at the Awards dinner held at the Westminster Park Plaza hotel, were delighted with the result.
The award is based on the following criteria: Investment Outcomes, Client Reporting, Relationship Management and Efficiency of Service.
Back in November 2016 Financial Planning Today published a DFM directory showing 190+ discretionary propositions, so to be voted into the Top 5 for the third-year running – and the winner 2 years on the trot – is extremely encouraging. It goes a long way to validate that our pioneering approach to discretionary investment management is really working for our adviser partners.