We are delighted to announce Apollo Multi Asset has been recognised at the Portfolio Adviser Wealth Manager of the Year awards for their portfolio performance.
Portfolio Adviser (PA), part of the Last Word Media Group, is one of the leading publications in the investment industry and this event, which was sponsored by Schroders and held at the Corinthia Hotel on the 11th July, has become the gold standard in recognising excellence across the wealth management industry.
Building on their win in 2016 and showing consistent performance at the lower risk end of the spectrum, Apollo Multi Asset were thrilled once again to pick up the Gold award in the Boutique category for their Cautious portfolio. However, Apollo Multi Asset took this one step further, winning a second award for the performance of their Aggressive Portfolio taking home the highly prestigious Platinum award.
This is a fantastic achievement and unlike other awards that are backward looking, the PA awards select the portfolio they believe will be most appropriately positioned for the future given the current outlook and philosophy of the investors.
As well as being sponsored by the major asset manager Schroders, previous winners include James Hambro & Partners, Morningstar, Kleinwort Benson, Brewin Dolphin and Charles Stanley, which highlights the significance of achieving such a well-respected award.
As you are probably aware, we work closely with Apollo to build risk rated portfolios utilising their skills with portfolio construction and fund manager selection all of which have been recognised by these two awards.
Congratulations Apollo Multi Asset!