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Conference Awards
&
Methodology
2 - 3 March, Park Plaza Westminster
The WM Adviser Choice Awards aim to highlight DFMs that have provided good client experience and value for money.
Categories
· Value for Money
· Satisfaction with Investment Outcome
· Quality of Reporting
· Crisis Communication
· Usefulness of Digital Interface
· Availability of Sustainable Investment Strategies
· London
· SW & Wales
· SE & East
· Midlands
· North
· Scotland & NI
· Satisfaction with Investment Outcome
· Quality of Reporting
· Crisis Communication
· Usefulness of Digital Interface
· Availability of Sustainable Investment Strategies
· London
· SW & Wales
· SE & East
· Midlands
· North
· Scotland & NI
The entry process
· An individual cannot score a DFM they are affiliated with· Individuals have the choice to nominate up to 5 DFMs that they work with and score them against a range of factors (1 = very poor and 5 = excellent)
The judging process
· Once data is collected, clean for any disqualifications.
· Send to data team who uploads and crunch into the system.
· Firms need a min. of 10 responses to be eligible for an individual factor and min. of 5 respondents for a firm to be eligible in a region.
· In instances where a smaller group that is part of a wider group does not meet the inclusion threshold, their votes will count for the wider group. If the smaller group has enough votes to meet the threshold, then they are judged independently.
· Send to data team who uploads and crunch into the system.
· Firms need a min. of 10 responses to be eligible for an individual factor and min. of 5 respondents for a firm to be eligible in a region.
· In instances where a smaller group that is part of a wider group does not meet the inclusion threshold, their votes will count for the wider group. If the smaller group has enough votes to meet the threshold, then they are judged independently.
Join us at
Citywire Wealth ManagerConference & Awards 2-3 March 2023Park Plaza Westminster Bridge, London
Have a question? We're happy to help.
I n s t a g r a mT w i t t e rA b o u t u s#citywire
Contact us
Ian Horne
Head of UK Audience Development
Over the course of the event, you will:
Engage with market-leading investment strategies to discuss how they’re navigating the current investment landscape.
Gain insights into interpersonal skills which are critical in a professional context.
Explore the changing landscape in media and politics, and its influence on our economic environment.
Gain insights into interpersonal skills which are critical in a professional context.
Explore the changing landscape in media and politics, and its influence on our economic environment.
Workshop
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Join us at
Citywire Wealth ManagerConference & Awards 2-3 March 2023Park Plaza Westminster Bridge, London
Have a question? We're happy to help.
I n s t a g r a mT w i t t e rA b o u t u s#citywire
Contact us