Investment and Wealth Management Awards 2014

 

Winners 2014

Best Online/Execution-only Stockbroker Bestinvest
Best Full Service Stockbroker Redmayne-Bentley
Best Low-cost Stockbroker IWeb
Best Stockbroker for Customer Service The Share Centre
Best Share Dealing App Hargreaves Lansdown
Best Full Sipp Provider Killik & Co
Best Low-cost Sipp Provider Bestinvest
Best Self-select Isa Provider Hargreaves Lansdown
Best Registrar Equiniti
Best Peer-to-peer Lender RateSetter
Best Discretionary/Advisory Wealth Manager Killik & Co
Best Wealth Manager for Tax Efficiency and Advice St. James’s Place Wealth Management
Best Wealth Manager for Trusts Killik & Co
Best Wealth Manager for Inheritance Tax and Succession Planning Charles Stanley
Best Private Bank Handelsbanken
Best Spread Betting Provider IG
Best CFD Provider Saxo Capital Markets
Best Forex Provider FxPro
Best Trading App CMC Markets
Best Investment Data Provider ShareScope
Best Income Fund Lowland Investment Company
Best Growth Fund River & Mercantile UK Equity Smaller Companies Fund
Best Fixed Income Fund Royal London Sterling Extra Yield Bond Fund
Best Overseas Generalist Fund Jupiter European Opportunities Trust
Best Emerging Markets Fund Allianz Total Return Asian Equity Fund
Best Specialist Fund Polar Capital Technology Trust
Best Property Fund TR Property Trust
Best ETF Provider for Charges iShares
Best Exchange Traded Commodity Provider ETF Securities
Best ETF Provider for Breadth of Coverage Deutsche Asset & Wealth Management
Best ETF Provider for Innovation Lyxor ETFs
Wealth Manager of the Year Killik & Co
Stockbroker of the Year Bestinvest
Editor’s Award for Services to Private Investors Paul Killik

Shortlists 2014

Investment

Best Online/Execution-only Stockbroker

Bestivest

Halifax

Hargreaves Lansdown

iWeb

Redmayne Bentley

The Share Centre

 

Best Full Service Stockbroker

Barclays

Bestinvest

Hargreaves Lansdown

Killk & Co

Redmayne Bentley

 

Best Low-cost Stockbroker

Bestinvest

iWeb

The Share Centre

x-o.co.uk

Hargreaves Lansdown

iDealing

 

Best Stockbroker for Customer Service

Bestinvest

Killk & Co

Redmayne Bentley

The Share Centre

Charles Stanley

iWeb

 

Best Spread Betting Provider

Capital Spreads City Index

CMC Markets

IG

Spreadex

 

Best CFD Provider

Capital Spreads City Index

CMC Markets

IG

Saxo Capital Markets

 

Best Trading App

CMC Markets

ETX Capital

FXCM

FxPro

IG

 

Best Share Dealing App

Hargreaves Lansdown

Interactive Investor

TD Direct

The Share Centre

 

Best Investment Data Provider

Digital Look

Meridian Software

Morningstar

Sharescope

Stockopedia

 

Best Forex Provider

ETX Capital

Forex.com

FXCM

FxPro

IG

 

Best Full Sipp Provider

AJ Bell

James Hay

Killik & Co

Standard Life

 

Best Low-cost Sipp Provider

Alliance Trust Savings

Bestinvest

Hargreaves Lansdown

AJ Bell Youinvest

 

Best Self-select Isa Provider

Bestinvest

Hargreaves Lansdown

Halifax

iWeb

Redmayne Bentley

The Share Centre

 

Best Registrar

Capita

Computershare

Equiniti

 

Best Peer-to-peer Lender

Funding Circle

RateSetter

Wellesley

Zopa

 

Wealth

Best Discretionary/Advisory Wealth Manager

Barclays

Charles Stanley                  Investec

Killik & Co

SGPB

St James’s Place Wealth Management

 

Best Wealth Manager for Tax Efficiency and Advice

Charles Stanley

Killik & Co

Smith & Williamson

St James’s Place Wealth Management

 

Best Wealth Manager for Trusts

Coutts

Killik & Co

Rothschilds

St James’s Place Wealth Management

 

Best Wealth Manager for Inheritance Tax and Succession Planning

Tilney Bestinvest

Charles Stanley

Killik & Co

Smith & Williamson

St James Place Wealth Management

 

Best Private Bank

Cater Allen

C Hoare

Citi

HSBC

Handelsbanken

 

Funds

 

Best Income Fund

Aberdeen Smaller Companies High Income

Acorn Income Fund

Lowland Investment Company

Small Companies Dividend

 

Best Growth Fund

Fidelity UK Smaller Cos A-Accumulation

Marwyn Value Investors Common

River & Mercantile UK Equity Smaller Companies Asset Management

Strategic Equity Capital Ord

 

Best Emerging Markets Fund

Allianz Total Return Asian Equity

Baillie Gifford Pacific A

First Sate Asia Pacific A

First Sate Asia Pacific Sustainability A

 

Best Exchange Traded Commodity Provider

Deutsche Asset & Wealth Management

ETF Securities

Lyxor

Source

 

Best Property Fund

Macau Property Opportunities

New Europe Property Investment

Premier Pan Europe

Prop Share A Inc

TR Property Ord

 

Best ETF Provider for Charges

Deutsche Asset & Wealth Management

iShares

Lyxor

UBS

Vanguard

 

 

Best ETF Provider for Breadth of Coverage

Deutsche Asset & Wealth Management

iShares

Lyxor

SPDR

 

Best ETF Provider for Innovation

Boost

Deutsche Asset & Wealth Management

ETF Securities

Lyxor Asset Management

Source

 

Best Fixed Income Fund

AXA Framlington Managed Income

AXA Sterling Index Linked Bond R Gross

Royal London Index Linked Fund A

Royal London Sterling Extra Yield Bond B

 

Best Overseas Generalist Fund

Ignis European Smlr Coms A

IP European Opportunities Acc

Jupiter European Opportunities Trust

Legg Mason Opportunity A Inc

 

 

Best Specialist Fund

AXA Framlington Biotech

Biotech Growth

Ecofin Water and Power

MFM Techinvest

Polar Capital Tech Trust

Premier Energy and Water