Awards Success

Last week at the Portfolio Adviser Wealth Manager Awards, Wellian were delighted to pick up two awards – the Platinum award for the Best Balanced Portfolio and the Platinum award for the Best Aggressive Portfolio in the boutique firm category which recognizes firms with assets of up to £3 billion under management. The awards were judged by an independent judging panel with expertise in wealth manager selection and involved a two-step process with both a qualitative and a quantitative stage.

Pictures from the event can be found here

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