Bristol wealth management business Whitechurch Securities has landed a top industry accolade for the third year in a row – adding it to a clutch of recent award wins.
The firm took the Best Overall Small Firm title at the Citywire Wealth Manager Investment Performance Awards, which have an emphasis on consistency as well as out-and-out performance. 
As well as leaving with the Best Overall Small Firm award for the third successive year, Whitechurch also claimed the overall award for Best Cautious Portfolio and was shortlisted for the Best Balanced Portfolio.
The Awards are based on independent analysis, quantitatively assessed and focused on consistency and risk-adjusted performance over a three-year period.
Since its launch in 1990, Redland-based Whitechurch has grown to be one of the UK’s most highly regarded wealth management boutiques. It works closely with financial advisers to provide advice to more than 7,000 private clients in the UK and abroad.
Whitechurch Securities head of investments and managing director Gavin Haynes, pictured, said: “We continually pursue excellence in all our operations and we are delighted with the recognition we have received, particularly over the past three years.
“It demonstrates our ability to produce consistently strong solutions for financial advisers and their clients.”
Earlier this year the firm was declared winner of the prestigious PAM Awards Defensive Portfolio Investment Performance category and also achieved an unprecedented clean sweep at the Portfolio Adviser Wealth Manager Awards – winning the platinum award for the Best Cautious Portfolio, Best Balanced Portfolio and the Best Aggressive Portfolio.
