Wealth managers optimising research and education on alternative investments and actively recommending them can demonstrate additional value to clients…
The Wealth Manager of the Year award, sponsored by RAM Capital Partners, recognises the wealth management company that can demonstrate it is best able to advise on alternative investments as part of their portfolio. Reviewed in context of size of client base and the proportion of alternative investment in client portfolios, a panel of judges will score each entry based on questions related to Knowledge and insight, Application of expertise, Promotion of alternative investment, Compliance and Regulation, and Management of risk. The entry with the highest overall score will win.
- Amicus Wealth
- Canaccord Genuity Wealth Management
- Cazenove Capital
- Johnston Campbell
- Westminster Wealth Management
Please contact Michelle Powell on firstname.lastname@example.org or 0203 375 1705 for further information.
Lenny Norstrand, Partner at RAM Capital Partners
“With its impressive panel of judges and robust judging process, the Growth Investor Awards have quickly established
themselves as the ones to win. RAM is proud to once again support its campaign to recognise the investment managers driving innovation in tax efficient investment, and the intermediaries who are demonstrating the value of diversification. Representing some of the most innovative and experienced investment teams in the specialist and tax efficient sectors, RAM provides wealth managers and financial advisers with a range of government approved investment opportunities to diversify private clients’portfolios and make them more tax efficient.”
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