Principal reaches finals of Citywire Advisers' Awards 2011
23/11/11
Principal has been chosen again as one of the finalists for this year's Citywire Wealth Manager Awards, by a panel of over 300 financial advisers. The ten award categories attracted nearly 50 entries. Principal, along with Standard Life Wealth, Parmenion Capital Partners and Whitechurch Securities were selected as finalists for the title of 'Citywire Advisers Choice Awards 2011 - Small Firm'.
Citywire's expert panel of hundreds of financial planners were asked to identify those wealth managers who have provided the best service and investment performance for the needs of their clients.
They were asked to rate discretionary managers on a scale of one to five on the below categories with the results analysed and shortlists drawn up by AKG Consultants and Actuaries:
- Efficiency of service
- Relationship management
- Reporting
- Investment performance
