Leading wealth management company Brewin Dolphin has won three categories at Citywire’s celebrated Wealth Manager Investment Performance Awards 2014 – retaining the Cautious portfolio and winning both the Balanced category and the Overall Large Firm Award.
Marlborough-based Brewin Dolphin was also short-listed again for the Aggressive Portfolio award. Each model in its Managed Funds Service range has a positive risk-adjusted return and this award recognises the value which MFS has provided to advisers and their clients.
Susan Hazelwood, business development manager at Brewin Dolphin in Marlborough said, “In the last 12 months, the support from advisers for our MFS has been fantastic. As firms continue to implement central investment propositions, we are delighted that we have been recognised with further accolade from the Citywire Investment Performance awards.
“These awards, backed by Asset Risk Consultants (ARC), are independent validation of our robust and repeatable process in delivering excellent risk-adjusted performance that will give advisers and their clients confidence.”
Brewin Dolphin also won the Best Overall Large Firm award, having been shortlisted last year. “It’s a great achievement to win three categories of the Citywire Investment Performance awards.
“This award, which review performance across the investment risk spectrum and ranks entrants based on performance across all risk levels, demonstrates the value added for our advisers and their clients within our Managed Funds Service,” said Susan.