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The Finance Excellence Awards celebrate the people, businesses and organisations doing exceptional work. Explore the categories and help recognise someone shaping the future through their achievement, leadership and impact.
Finance Excellence Awards
Wealth Management Firm of the Year Award
Stewardship of wealth, done well.
About this category
This award recognises a wealth or investment management firm whose investment approach, service and conduct have served clients well over time. Judges look for client outcomes, service, risk management and transparency.
Eligibility
- Open to wealth management
- Investment management and private banking firms
Judging criteria
- Client outcomes
- Investment approach
- Service
- Transparency of costs
- Risk management
Qualitative criteria
Transparency and a long term view.
Metrics
- Client retention
- Outcomes against objectives
- Cost transparency and client feedback
Additional criteria
Entries should include a concise case study, supporting figures and, where possible, client or colleague evidence. Client identities and commercially sensitive figures may be anonymised or given as percentages and ranges, and nothing in an entry is shared beyond the judging panel. Firms carrying on regulated activities should hold the relevant FCA authorisation. Judges consider the size of the firm or team, so smaller firms compete on equal terms.
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