2 August 2018, 11:06am
Following an unprecedented round of intense judging, just six wealth managers have been named finalists for their dedication, professionalism and inspirational client focus in the SME investment community. Sponsored by Kin Capital, six deserving managers will compete for the prestigious Wealth Manager of the Year title at the Growth Investor Awards 2018.
Intelligent Partnership’s research team and a panel of expert advisers singled out the six managers. They describe them as market-leaders that excel in providing alternative investments and tax-advantaged venture capital schemes for their discerning clients.
This year’s finalists for the highly prized award are:
The winner will be announced at an exclusive black-tie awards dinner for 450 guests on Wednesday 7 November at the Royal Lancaster Hotel in London.
UBS has won the Wealth Manager of the Year title for the the last years. The judging panel praised the company last year for its commitment to advising clients on appropriate risk exposures, goals-based assessment of investor appetite, and a strong manager due diligence culture.
Richard Hoskins, co-founder and Partner at Kin Capital, sponsor of the Wealth Manager of the Year award, said:
“We are delighted to be sponsoring Wealth Manager of the Year. The Growth Investor Awards have quickly established themselves as one of the leading industry awards to win, recognising the investment managers and advisers who are driving innovation in the UK Venture Capital Scheme sector. At Kin, we are committed to building lasting relationships with managers and advisers, offering a range of sales and administration services for firms operating in the tax-efficient sector.”
Guy Tolhurst, managing director of Intelligent Partnership, said:
“The Growth Investor Awards have rightly become a major focal point in the the UK’s SME investment community calendar. During one evening of the year, we come together to celebrate a whole year of vibrant energy, dedication and groundbreaking stories.
“We’ll celebrate all of wealth managers in the the running for their ability, bravery and commitment in helping UK entrepreneurs power Britain’s economic growth. Only one manager can be a winner, so I’d like to send my best wishes everyone in the running for this year’s prize.”
Over the summer, the shortlisted finalists will go to a second round of judging by a minimum of three experts drawn from an independent panel of more than 35 judges.
All of the judges’ scores will be collated to determine the winner in each category. A personalised feedback and benchmarking report will be given to all finalists, providing them with valuable insight on areas of improvement.
The awards programme is guided by an Advisory Board including Irene Graham, CEO of the ScaleUp Institute; Luke Johnson, Chairman of Risk Capital Partners; Claire Cockerton, Founder and Ambassador of Innovate Finance; Tim Hames, Director General of the British Private Equity and Venture Capital Association (BVCA); Emma Jones MBE, CEO of Enterprise Nation; Simon Devonshire OBE, former Entrepreneur in Residence at BEIS; and Michael Hayman MBE, Co-founder of Seven Hills.
Launched in 2015, the Growth Investor Awards celebrate companies and individuals involved in putting investment to work in high-potential businesses. The awards honour those providing or helping to source investment and leading players that are helping to optimise growth capital for scaling UK companies.
Information about previous award winners, judges and selection criteria for each award can be found at growthinvestorawards.com.
Portfolio company Transcend Packaging received EIS funding in Spring 2018, with an aim to replace single use plastics. Read more...
We today announce our January 2019 SEIS event for Advisers and High Net Worth investors Read more...
With Brexit looming, Parkwalk discuss it's impact on EIS Read more...
“Tech-start ups should prove resilient both during and after Brexit.” EISA chairman Mark Brownridge discusses UK bu… twitter.com/i/web/status/1…
LAUNCHING SOON - technology & e-commerce EIS fund, offering 100% tax relief, from industry leading venture capitalist Fuel Ventures More >
OFFER OPEN - The most popular growth EIS Fund for the last three tax years, according to figures published by independent commentator Tax Efficient Review. More >
OFFER OPEN - invest in growth businesses within the Leisure & Hospitality market through Imbiba Leisure EIS More >
OFFER OPEN - invest in a portfolio of primarily early stage SEIS qualifying companies across different sectors including digital technology, life sciences and consumer goods More >
OFFER OPEN - invest in sustainable energy companies eligible for Business Relief (BR) through Guinness Sustainable Infrastructure Service More >
OFFER OPEN - invest in a portfolio of primarily early stage EIS qualifying companies across different sectors including digital technology, life sciences and consumer goods More >