The benchmark of excellence
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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 Manager of the Year Award
Protecting and growing wealth with care.
About this category
This award recognises a wealth or investment manager whose service and investment approach have delivered for clients over time. Judges look for client outcomes, risk management, communication and professional standards.
Eligibility
- Open to wealth managers
- Investment managers and private bankers
Judging criteria
- Client outcomes
- Risk management
- Communication
- Service
- Professional standards
Qualitative criteria
Clear explanation of risk and a long term view.
Metrics
- Client retention
- Outcomes relative to agreed objectives
- Client feedback and assets entrusted
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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