Shortlist
Congratulations to all the companies shortlisted for the 2008 Wealth Management Awards

PERFORMANCE BASED AWARDS

BEST CAUTIOUS FUND MANAGER

Collins Stewart
Jupiter Asset Management
Merrill Lynch
Newton Investment Management
Premier Asset Management

BEST BALANCED FUND MANAGER

Newton Investment Management
Sarasin & Partners LLP
Smith & Williamson

BEST GROWTH FUND MANAGER

Juptier Asset Management
Neptune Investment Management
Newton Investment Management
T. Bailey

BEST INCOME FUND MANAGER

Veritas
ST. James‘s Place Wealth Management

Financial Times and Investors Chronicle READER Voted AWARDS

BEST CHARITY FUND MANAGER

Brewin Dolphin
Collins Stewart
Martin Currie
Newton Investment Management
Rathbones
Rensburg Sheppards
Sarasin & Partners LLP
UBS

BEST PRIVATE BANK

Butterfield Private Bank
Credit Suisse
Kleinwort Benson
Lloyds TSB
SG Hambros

BEST INVESTMENT MANAGER

Bestinvest
Cheviot
Collins Stewart
Hargreaves Lansdown
Tilney Private Wealth Management
UBS

BEST WEALTH MANAGER

Brewin Dolphin
Rathbones
RBC Wealth Management
SG Hambros
ST. James‘s Place Wealth Management