Recognition for consistency in performance

For the second consecutive year, Wellian Investment Solutions have been shortlisted twice at the 2014 Citywire Wealth Manager Investment Performance Awards that recognise excellent investment performance across the wealth management industry.

 Wellian have again been named as one of the top four firms in the UK in the ‘Best Overall Small Firm’ category, whilst again also being shortlisted as one of the top performers in the ‘Best Cautious Portfolio’ category for the success of its Conservative portfolio when competing against firms of all sizes.

 The awards are based on ARC’s market leading performance analysis and are strictly quantitative, focusing on risk-adjusted performance over a three-year period. They are designed to recognise those firms which are consistently delivering the best return for their clients.

 Eric Clapton, managing director of Wellian Investment Solutions, said “We are delighted to be shortlisted again for these performance awards as it shows that we are consistently providing a good level of risk-adjusted performance for our clients across our range of investment strategies.”

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