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 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. The entry with the highest overall score will win.
SPONSOR
Richard Hoskins, Co-Founder & Partner, Kin Capital
We are delighted to be sponsoring ‘Wealth Manager of the Year’. The Growth Investor Awards have quickly established themselves as one of the leading industry awards to win, recognising the investment managers and advisers who are driving innovation in the UK Venture Capital Scheme sector. At Kin, we are committed to building lasting relationships with managers and advisers, offering a range of sales and administration services for firms operating in the tax efficient sector.
Past Winners
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