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And The Winner Is...

It’s the start of a new week but the team at PortfolioMetrix UK is still basking in the glow of winning the Citywire Wealth Manager Regional Stars Award for London, announced at the Awards dinner last Thursday.

 

Coming so close after the Oscars and ‘wrong envelope’ debacle, I have to admit that, as soon as our name was announced as the winner, there was a moment when Mike Roberts, Nic Spicer and I held our breaths in case someone stepped in and said there had been a mistake. However, there was no mistake.

We’re not a firm that focuses on trying to win awards so to get recognition from advisers is extremely gratifying. The Award is based on the ratings financial planners give to discretionary firms relating to the quality of their service and investment proposition.

Last month was a record one for us in terms of new clients and AUM so it looks like awareness is growing about the fact we offer an alternative way for advisers to work with discretionary management. Maybe we won the award because what we do keeps advisers central to the process yet frees them up to focus on other areas of financial advice and planning.

Anyway, we’re delighted we did win. Thank you to everyone who voted for us – it’s great to know that what we’re doing is going down so well.

PORTFOLIOMETRIX

 

[Sponsored post by PortfolioMetrix]

 

 

 

Author: LifeTalk Admin (Bella)
Posted: Friday, March 10, 2017 | 10:24:37 AM


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