Helen Tavner
Posted By Helen Tavner

SGWM Shortlisted for National Investment Performance Award

SG Wealth Management (SGWM) has been shortlisted for a Citywire Investment Performance Award! 

The financial publisher’s 2019 national Awards are held in association with Asset Risk Consultants (ARC), to recognise the companies that have delivered the best risk-adjusted returns for their clients over three years.  The awards are based on ARC’s respected independent performance analysis and are strictly quantitative, focusing on risk-adjusted performance over a three-year period. 

The seven winning award categories are organised by portfolio risk exposure and firm weight class and SGWM has been shortlisted for an award in the category of Balanced Portfolio.  SGWM run a managed portfolio of selected funds, with a balanced portfolio being the most popular amongst its clients.

Managing Director, Stephen Girling, says

“It’s gratifying to be shortlisted for this respected industry award and is proof of our ongoing commitment to delivering the best possible returns for our clients with balanced portfolios.” 

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