Winner

James Hay Partnership Best Wealth Management Firm

Brooks Macdonald Asset Management

A wide range of firms competed for this prestigious award but it was Brooks Macdonald Asset Management’s seamless approach to advisers’ outsourcing needs that made it the clear winner. The firm knows its market inside out and is thinking ahead in terms of how people are accessing advice, according to the judges. They were particularly impressed by the work done with advisers to educate and build relationships. One judge said: “People are evangelical about them and for good reason. They are just a great business.” Another praised its expertise: “They have the focus, research and sales team. They know what they need to work on and are working on it.”

Highly commended
  • Whitechurch Securities
Shortlisted
  • Bordier (UK)
  • Canaccord Genuity Wealth Management
  • Harpsden Wealth Management
  • Investment Quorum
  • Rowan Dartington