Subscribe to our blogs and factsheets

Best Wealth Manager – Balanced Portfolios

Affinity are proud to have been voted as winners of the Best Wealth Manager – Balanced Portfolios at the Wealth Adviser Awards 2014. The annual Wealth Adviser Awards recognises excellence among wealth managers and service providers. Wealth Adviser has nearly 14,000 subscribers to their Daily Newsletter and the awards are based on a 'peer review system' whereby The Wealth Adviser readers are invited to elect a 'best in class' in a series of categories via an online survey. The Wealth Adviser Awards 2014 showcases wealth managers, advisers and service providers who have strong investment models and significant investment in technology.

On winning this year’s award for Best Wealth Manager – Balanced Portfolios, Julia Warrander, Director at Affinity Private Wealth commented "The whole team are so delighted to win this award. The hard work we all put into our investment process is paying off, most importantly for our clients, and to achieve peer recognition is humbling. Our continuing research will resume after a very quick point of celebration for the team."