We are very excited to announce that CityWire Wealth Manager Investment Performance Awards 2023 has just revealed its shortlist, with MAIA selected within two categories: Best Balanced Portfolio and Best Small Firm.

This is an incredible achievement on behalf of MAIA’s team, who have worked hard to deliver the highest levels of service and performance, and serves as real recognition of their capability, commitment and expertise. It’s a great accolade for MAIA to have been selected within two categories and, needless to say, we are immensely proud of the team.

The annual CityWire WM Performance Awards, which are held in association with Asset Risk Consultants, recognise the wealth firms that have delivered the strongest and best risk-adjusted returns for clients in the challenging market conditions, over three years to the end of June.

There are seven categories in total, with MAIA one of five firms nominated for the Best Balanced Portfolio Award and one of four firms nominated for the Best Small Firm Award, for firms with an AUM up to £1.5bn. The winners will be announced at the Citywire Wealth Manager Retreat on 4th October and, as you can imagine, the results are eagerly awaited.

MAIA’s Founding Director and Chief Investment Officer, Laurance Boyle, comments: “Our infrastructure and defined returns holdings have provided diversification benefits along with good performance and healthy income generation. Defined returns funds are designed to produce predictable, long-term returns in all but the bleakest market conditions. Similarly, infrastructure funds produce steady cash flows which are inflation linked. Our exposure to gold and short duration bonds, which we are now looking to increase the duration of, have provided a good ballast in what has been a tricky time for markets. We also continue to hold value-biased funds with our overweight allocation to value over growth.”

He continues: “Our investment process is a continuous exercise, and we continually monitor funds’ asset allocations relative to benchmarks and undertake an ongoing review of fund selections. Our multi-asset approach and the blending of fund styles ensures that our portfolios are diversified and well-positioned to produce positive returns over a market cycle.”

If you would like information about MAIA’s range of managed portfolio options, please don’t hesitate to get in touch. We would be delighted to hear from you. Call us on 01564 796870 or email: info@maia-am.co.uk