Chartered Financial Planner logo

Norwich: 01603 760866

Ipswich: 01473 255948




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 the 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.” 

Share this post

Share on linkedin
Share on facebook
Share on twitter

Thinking ahead

The coronavirus (COVID-19) pandemic has touched virtually every part of our lives and is having a widespread impact across all aspects of

Read More »