Awards

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2019

  • Wealth Management Company of the Year – City of London Wealth Management Awards
  • Best Wealth Planning Team – Wealth Adviser Awards
  • Best High Net Worth Team – Wealth Adviser Awards
  • Best Wealth Manager Growth Portfolio – Wealth Adviser Awards

2018

  • Best Financial Adviser – Personal Finance Awards
  • Best Wealth Manager – Shares Awards
  • Wealth Management Company of the Year – City of London Wealth Management Awards
  • Outstanding Accomplishment – City of London Wealth Management Awards
  • Best Private Client Investment Manager – Wealth Adviser Awards
  • Best Wealth Planning Team – Wealth Adviser Awards

2017

  • Best Financial Adviser – Personal Finance Awards
  • Best Wealth Manager – Shares Awards
  • Wealth Management Company of the Year – City of London Wealth Management Awards
  • Best Private Client Investment Manager – Wealth Adviser Awards

2016

  • Best Financial Adviser – Personal Finance Awards
  • Best Wealth Manager – Shares Awards
  • Best Wealth Manager – What Investment Readers’ Awards
  • Pension Firm of the Year – Financial Directors’ Excellence Awards
  • Best Private Client Investment Manager – Wealth Adviser Awards
  • Wealth Management Company of the Year – City of London Wealth Management Awards

2015

  • Pension Firm of the Year – Financial Directors’ Excellence Awards
  • Top in Sector – Britain’s Most Admired Companies
  • Best Wealth Manager for Inheritance Tax and Succession Planning – FT/Investors Chronicle
  • Best Wealth Manager for Trusts – FT/Investors Chronicle
  • Best Financial Adviser – Personal Finance Awards
  • Best Wealth Manager for Tax Efficiency and Advice – FT/Investors Chronicle
  • Wealth Adviser Award 2015 – Best Private Client Investment Manager
  • Wealth Management Company of the Year – City of London Wealth Management Awards 2015

 

2014

  • Best Wealth Manager for Tax Efficiency and Advice – FT/Investors Chronicle
  • Best Financial Adviser – Personal Finance Awards
  • Best Pension Providers’ Fund, UK Equities – Money Observer Pension Fund Awards
  • FTSE 100 Business of the Year – National Business Awards Finalist
  • Best Performing Fund – City of London Wealth Management Awards
  • Best Private Client Investment Manager – Wealth Adviser Awards
  • Best Global Equity Fund – Morningstar UK Fund Awards
  • Best Wealth Manager – Online Personal Wealth Awards

 

2013

  • Top in Sector – Britain’s Most Admired Companies
  • Best Wealth Manager – Shares Awards
  • Best Private Client Asset Manager UK – Wealth Adviser Awards
  • Best Wealth Manager for Tax Efficient Investments – FT/Investors Chronicle Awards
  • Wealth Management Company of the Year – City of London Wealth Management Awards
  • Best Financial Adviser – Personal Finance Awards

 

2012

  • Top in Sector – Britain’s Most Admired Companies
  • UK Wealth Manager of the Year – FT and Investors Chronicle Awards
  • Best Financial Adviser – The Personal Finance Awards
  • Best Insurance plc – UK Stock Market Award
  • Wealth Management Company of the Year – City of London Wealth Management Awards

 

2011

  • Best Financial Adviser – Personal Finance Awards
  • Best Wealth Manager for Tax – FT and Investors Chronicle

2010

  • Wealth Manager of the Year – The Daily Telegraph
  • Best Financial Adviser – Personal Finance Awards

2009

  • Wealth Manager of the Year – FT and Investors Chronicle
  • Best Wealth Manager for Investments – FT and Investors Chronicle
  • Best Wealth Manager for Inheritance Tax and Succession Planning – FT and Investors Chronicle
  • Best Performing Fund – The Daily Telegraph

2008

  • Wealth Manager of the Year – The Daily Telegraph
  • Best Wealth Manager – FT and Investors Chronicle
  • Best Income Fund Manager – FT and Investors Chronicle

2007

  • Wealth Manager of the Year – The Daily Telegraph

To read more about the St. James’s Place approach to Investment Management, please click here.