We are delighted to announce that Wellian Investment Solutions haveÂ once again won three awards at the annual Portfolio Adviser Wealth Manager Awards, which rewardsÂ the UK’s best portfolio managersÂ for their excellence in portfolio management.
Wellian won the top Platinum Award for Best Cautious Portfolio, as well as winning the Gold Award for both Best Balanced Portfolio and Best Aggressive Portfolio in the boutique category which recognize firms with assets of up to Â£3 billion under management.
Winning three awards across different performance categoriesÂ in both 2014 and 2015 showsÂ that our excellent investment performance is being delivered consistently across our range of portfolios.
The Awards are judged by anÂ independent panelÂ with expertise in wealth manager selection, using quantitative data provided by the wealth management companies themselves, and with summary analysis from Enhance Group. Boutique and large firmsÂ are awarded separately,Â with the winners beingÂ those wealth managers who the judges felt are best suited to running new client moneyÂ today, and over the coming years, rather than simply being rewarded for past achievements.
The judges include experienced individuals from leading financial planners, law firms, accountancy practices, consultancy businesses and trust companies who are all charged with placing private client investment mandates with wealth management firms.
This recognition for the second year running further builds on our other recent achievements. In 2014 Wellian were named by advisers asÂ the Citywire Regional Star for the South and East, andÂ shortlisted twice in theÂ Citywire Investment Performance Awards where we were named as one of the top four firms in the UK in the â€˜Best Overall Small Firmâ€™ category, as well as being one of the top performers in the â€˜Best Cautious Portfolioâ€™ category.