Five in a row for Regional Star Award shortlist

By Dave Chessell

Go to the profile of PortfolioMetrix
Mar 09, 2020
0
0

For the fifth year running PortfolioMetrix has been shortlisted for the Citywire Wealth Manager Regional Stars Greater London award and we’ll soon find out if we’ve won. If we do, it will be the fourth consecutive win, which would be an amazing achievement.

While all the regions are important – and it’s good to see that these awards recognise and reward talent from all over the UK – we are particularly proud to be in the running for the London one, where competition is arguably the toughest due to the sheer number of firms operating in this region.

Change of methodology

In previous years, the awards have judged individual wealth management offices on four criteria: investment outcomes, client reporting, relationship management and efficiency of service.

This year the team at Citywire Wealth Manager has changed the methodology and it now looks at nine factors which they have identified as being important to financial advisers that work with discretionary investment managers.

The nine factors are:

  • Value for money
  • Satisfaction with investment outcome
  • Accessibility of key contact(s)
  • Quality of reporting
  • Quality of additional research and data
  • Crisis communication
  • Promptness of information
  • Usefulness of digital interface
  • Call to action/turnaround times

We’re confident we score well on these criteria but only time will tell if we’ve done enough to pick up the award. At least we won’t have long to wait to find out…the awards will be presented at a ceremony in London on Thursday 5 March.

Last year around 1,000 advisers across eight major regions of the UK voted for their favourite wealth managers, so being singled out as one of the best is especially rewarding for all of us at PortfolioMetrix.

We’ve got everything crossed for Thursday but being shortlisted is already something we are extremely proud to have achieved.

UPDATE: We won a record-breaking 4th time in a row! Thank you to everyone who voted for us.

DFM Directory
Outsourcing Partners

Money Marketing’s DFM & Outsourced Fund Solution Centre

Browse our directory of Discretionary Fund Managers, to manage your client portfolios, and Fund Providers, to search for a suitable one-stop shop fund solution.
Go to the profile of PortfolioMetrix

PortfolioMetrix

PortfolioMetrix are a multi-award winning, innovative investment manager that provides independent financial advisers with an alternative way to access discretionary investment management for their clients. Our proposition comes at a competitive price and doesn’t compromise the adviser/client relationship. The London winner of the Citywire Wealth Manager Regional Stars award for two consecutive years, voted the WM Small Business of the year, in association with ARC 2018 and, in 2019, have received the accolade of PA Discretionary Manager of the Year. Our proposition offers the convenience of online model portfolios yet delivers customised portfolios, tailored to individual client requirements. Investment performance has demonstrated consistent and reliable risk and return separation of portfolios that doesn’t undermine the financial planning process. This is achieved through our academically-robust, risk-based investment approach. WealthExplorer™ is integral to the PortfolioMetrix customised service. A proprietary owned and designed software system, WealthExplorer™, is purpose built to equip advisers with a broad range of tools designed to deliver unique client insights that add value to the adviser/client relationship and ultimately delivers better client outcomes, when utilised by financial advisers.

No comments yet.