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SG Wealth Management Shortlisted For Two Citywire Investment Performance Awards
SG Wealth Management (SGWM) has been shortlisted for two Citywire Investment Performance Awards!
The financial publisher's 2018 Awards, based on ARC’s performance analysis and risk-adjusted performance over a three-year period, are awarded to managers who deliver consistently great performance for their clients.
SG Wealth Management, who has offices in Norwich and Ipswich employing almost 40 staff across both locations, was founded in 2001 with a client-centric, advice-led business model for financial services which is not dependent on commission through sales. As independent impartial financial advisers, there is no incentive for them to be biased towards any product. They do not use external fund managers and are one of only around 5% of UK advisers with discretionary investment permissions, with all investment decisions made on the client's behalf 'in-house'.
The seven winning award categories are organised by portfolio risk exposure and firm weight class and SG Wealth Management has been shortlisted for awards in the category of Balanced Portfolio and Best Small Firm.
SGWM will be keeping everything crossed on 4 October when the winners are announced…..