Wealth Adviser Awards 2016
The 'Wealth Adviser Awards 2016' special report comprises eight separate articles listed below, these can be read individually or as a sequence.
Speaking at the 13 May Wealth Adviser Awards lunch, held at The Reform Club in Pall Mall, Gemma Woodward, director of Socially Responsible Investment (SRI) at Quilter Cheviot, commented that on her appointment, most people asked: "Were we investing irresponsibly before?"
William Reid (pictured) is head of the Charities Team at Quilter Cheviot, managing GBP1.4 billion on behalf of 640 charities. The current team, comprising a central team of ten in London, and 12 regional charity offices, including offices in Edinburgh, Belfast, Dublin and Jersey, has evolved through Quilter Cheviot's corporate merger past from its original outpost at Laing & Cruikshank.
St James's Place, winner of this year's Wealth Adviser award for best private client investment manager, has had another good year according to Iain Rayner (pictured), the firm's Joint Chief Operating Officer.
Fund management pedigree lies behind the foundation in 2000 of Octopus Investments, with a little dash of a product famously designed to do what it says on the tin.
Third Financial Software has enjoyed another record year of growth, reports chief executive Stewart Foster, (pictured) and has almost doubled in size. Founded in 2008, Third Financial has gone from simple software to offering a software platform business and is now looking at the direct to consumer market.
AIM-listed wealth manager WHIreland went against the tide in 2013 when it launched and based its international presence in the Isle of Man. The wholly owned subsidiary of WHIreland Group plc licensed in 2014, has won `Best International Clients Team' in the 2016 Wealth Adviser Awards.