Eight categories have been created for advisers to enter across six global regions; Europe, Hong Kong, the Middle East, London, South Africa and Singapore.
One of the categories for advisers to enter is:
Excellence in Investment Planning
The best adviser firms have left the era of stock and fund picking behind them and adopted new approaches in investment planning. These offer a range of solutions to clients backed by coordinated investment processes across the firm. Among the key features of these will be:
- Partnering with relevant investment experts
- Fund selection and portfolio building that addresses clearly assessed client objectives
- The use of appropriate tools to assess clients and their attitude to risk
- A thorough approach to due diligence and de-risking portfolios
To submit your entry for this category click here.
Alternatively, for more information on the other categories and their criteria click here.
