The Winners of the City of London Wealth Management Awards 2023

Company Award:

Best CFD Provider


Best Corporate Bank for Wealth Management


Best Fund

SG Kleinwort Hambros

Best FX Service Provider


Best ISA Provider

Charles Stanley & Co.

Best Market Newsletter

RBC Brewin Dolphin

Online/Mobile Access

Hargreaves Lansdown

Best SIPP Provider


Investment Management and Private Banking

Arbuthnot Latham & Co.

Regional Wealth Manager Of The Year: Central & Eastern England

GHC Capital Markets

Regional Wealth Manager Of The Year: Northern England

Ramsey Crookall & Co.

 Regional Wealth Manager of the Year: Wales & Western England

Alpha Portfolio Management

 Regional Wealth Manager of the Year: Scotland & Northern Ireland

Quilter Cheviot

 The Allfunds Award for IFA of the Year

Investment Solutions Wealth Management

 The Alpha Terminal Award for Regional Wealth Manager of The Year: Southern England

Hawksmoor Investment Management

 The AutoRek Award for Best Private Bank

Nedbank Private Wealth

 The Bita Risk Award for Best ESG Investment Strategy

Canaccord Genuity Wealth Management (UK)

 The Clearstream Award for Best Diversity and Inclusion Initiative


 The FIS Award for Best Discretionary Wealth Management

JM Finn

The Kidbrooke Award for Wealth Management Company of The Year

St James's Place

The London Stock Exchange Award for Execution-Only Stockbroking

Halifax Sharedealing

The ShareGift Award for Best Charity Investment Service

Redmayne Bentley

The Third Financial Award for Best Advisory Service

Killik & Co


COLWMA 2023 Individual Awards: 

Best Industry Commentator

Jason Hollands

Evelyn Partners

Best Diversity and Inclusion Champion

Sean Taylor

Canaccord Genuity Wealth Management (UK)

Discretionary Portfolio Manager of the Year

Jon Linnard

Redmayne Bentley

Exceptional Customer Service

Peter Botterill

OCM Wealth Management

Best Research Analyst

Carly Moorhouse

Quilter Cheviot

IFA of the Year

Ivan Lyons

Investment Solutions Wealth Management

Outstanding Individual Award

Jamie Berry

Bordier UK

Financial Journalist of the Year

David Brenchley

The Times and Sunday Times

Rising star

Charlotte Cunningham

FIM Capital

Rising star

Robert Martin

RBC Brewin Dolphin

Wealth Manager of the Year

Charlie Lodge

OCM Wealth Management

Wealth Manager of the Year

James Clarke

True Potential LLP

The Clearstream Award for Wealth Management CEO of the Year

Chris Woodhouse

Evelyn Partners

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COLWMA 2024 is kindly supported by: