Investment and Wealth Management Awards 2015

 

Winners 2015

Best Online/Execution-only Stockbroker Tilney Bestinvest
Best Full Service Stockbroker Redmayne-Bentley
Best Low-cost Stockbroker X-O.co.uk
Best Stockbroker for Customer Service Hargreaves Lansdown
Best Share Dealing App AJ Bell Youinvest
Best Full Sipp Provider Killik & Co
Best Low-cost Sipp Provider AJ Bell Youinvest
Best Self-select Isa Provider Tilney Bestinvest
Best Registrar Equiniti
Best Peer-to-peer Lender RateSetter
Best Discretionary/Advisory Wealth Manager Killik & Co
Best Wealth Manager for Tax Efficiency and Advice Smith & Williamson
Best Wealth Manager for Trusts St. James’s Place
Best Wealth Manager for Inheritance Tax and Succession Planning Killik & Co and St. James’s Place
Best Private Bank Handelsbanken
Best Spread Betting Provider CMC Markets
Best CFD Provider IG
Best Forex Provider FxPro
Best Trading App IG
Best Investment Data Provider ShareScope
Best Income Fund Finsbury Growth & Income Trust
Best UK Growth Fund Henderson Smaller Companies Investment Trust
Best Overseas Growth Fund European Assets Trust
Best UK Generalist Fund Neptune UK Mid Cap Fund
Best Emerging Markets Fund JPMorgan Indian Investment Trust
Best Specialist Fund International Biotechnology Trust
Best Property Fund TR Property Investment Trust
Best VCT British Smaller Companies VCT
Best ETF Provider iShares
Best ETF for Innovation db x-trackers FTSE 100 equal weight ETF
Wealth Manager of the Year Killik & Co
Stockbroker of the Year Tilney Bestinvest
Editor’s Award for Services to Private Investors Martin Stamp

Investment and Wealth Management Awards 2015 shortlist

Best Online/Execution-only Stockbroker

AJ Bell Youinvest

Charles Stanley Direct

Hargreaves Lansdown

The Share Centre

Tilney Bestinvest

X-O.co.uk

 

Best Full Service Stockbroker

Barclays Stockbrokers

Charles Stanley

Killik & Co

Rathbones Investment Management

Redmayne-Bentley

St. James’s Place

Tilney Bestinvest

 

Best Low-cost Stockbroker

AJ Bell Youinvest

iDealing

IWeb

The Share Centre

X-O.co.uk

 

Best Stockbroker for Customer Service

AJ Bell Youinvest

Hargreaves Lansdown

The Share Centre

Tilney Bestinvest

X-O.co.uk

 

Best Share Dealing App

AJ Bell Youinvest

Hargreaves Lansdown

Interactive Investor

TD Direct Investing

 

Best Full Sipp Provider

AJ Bell Youinvest

Killik & Co

James Hay Partnership

Standard Life

 

Best Low-cost Sipp Provider

AJ Bell Youinvest

Alliance Trust

Hargreaves Lansdown

Tilney Bestinvest

 

Best Self-select Isa Provider

AJ Bell Youinvest

Hargreaves Lansdown

IWeb

Redmayne-Bentley

The Share Centre

Tilney Bestinvest

 

Best Registrar

Capita

Computershare

Equiniti

 

Best Peer-to-peer Lender

Funding Circle

LendInvest

Madiston LendLoanInvest

RateSetter

Wellesley & Co

Zopa

 

Best Discretionary/Advisory Wealth Manager

Canaccord Genuity

Charles Stanley

Investec

Killik & Co

Redmayne-Bentley

St. James’s Place

Tilney Bestinvest

 

Best Wealth Manager for Tax Efficiency and Advice

Deutsche Asset & Wealth Management

Killik & Co

Smith & Williamson

St. James’s Place

Tilney Bestinvest

 

Best Wealth Manager for Trusts

Coutts

Killik & Co

St. James’s Place

Rothschild

Tilney Bestinvest

 

Best Wealth Manager for Inheritance Tax and Succession Planning

Killik & Co

Redmayne-Bentley

Smith & Williamson

St. James’s Place

Tilney Bestinvest

 

Best Private Bank

Butterfield Private

Cater Allen

C Hoare & Co.

Duncan Lawrie

J.P. Morgan Private Bank

Handelsbanken

 

Best Spread Betting Provider

CMC Markets

ETX Capital

iDealing

Spreadex

IG

 

Best CFD Provider

Capital Spreads

CMC Markets

City Index

ETX Capital

IG

 

Best Forex Provider

ETX Capital

FXCM

FxPro

IG

 

Best Trading App

CMC Markets

ETX Capital

Finspreads

FxPro

IG

 

Best Investment Data Provider

DigitalLook

InvestorEase

Meridien

Morningstar

ShareScope

Stockopedia

 

Best Income Fund

Acorn Income Fund

Small Companies Dividend

PFS Chelverton UK Equity Income Fund

Edinburgh Investment Trust

Aberdeen Smaller Companies High Income Trust

Finsbury Growth & Income Trust

 

Best UK Growth Fund

Strategic Equity Capital

Rights & Issues Investment Trust

Aberforth Geared Income Trust

Invesco Perpetual UK Smaller Companies Investment Trust

Henderson Smaller Companies Investment Trust

AXA Framlington UK Smaller Companies

River and Mercantile UK Equity Smaller Companies

 

Best Overseas Growth Fund

Baillie Gifford Shin Nippon

European Assets Trust

JPMorgan US Smaller Companies Investment Trust

JPMorgan European Smaller Companies Trust

Lazard European Smaller Companies Fund

Baillie Gifford Japanese Smaller Companies Fund

 

Best UK Generalist Fund

JPMorgan Mid Cap Investment Trust

Neptune UK Mid Cap Fund

Old Mutual UK Mid Cap Fund

Old Mutual UK Dynamic Equity Fund

Mercantile Investment Trust

FP Miton Undervalued Assets Fund

 

Best Emerging Markets Fund

Fidelity China Focus Fund

HSBC GIF Chinese Equity Fund

Pacific Assets Trust

JPMorgan Indian Investment Trust

New India Investment Trust

First State Asia Pacific Leaders Fund

 

Best Specialist Fund

nternational Biotechnology Trust

Volta Finance

Biotech Growth Trust

AXA Framlington Biotech Fund

Real Estate Credit Investments

3i Infrastructure

Close FTSE TechMark Fund

 

Best Property Fund

TR Property Investment Trust

Aberdeen Property Share

Premier Pan European Property Share

F&C Real Estate Securities Fund

Picton Property Income

F&C Commercial Property Trust

 

Best VCT

British Smaller Companies VCT

Unicorn AIM VCT

Maven Income and Growth VCT (also VCT 2)

Northern Venture Trust (also VCT 2 & 3)

Baronsmead VCT

The Income & Growth VCT

 

Best ETF Provider

iShares

db x-trackers

Source

SPDR

Vanguard

 

Best ETF for Innovation

Amundi ETF S&P 500 Buyback UCITs ETF USD (GBP)

db x-trackers JPX-Nikkei 400 UCITS ETF GBP hedged

Lyxor UCITS ETF JPX-Nikkei 400 GBP Hedged

db x-trackers FTSE 100 equal weight ETF

iShares Target UK Real Estate

UBS Barclays MSCI US Liquid Corporates Sustainable UCITS ETF