Which people, teams or companies in wealth or asset management went the extra mile over the last year or so? Did any marketing, distribution or digital initiatives particularly catch your eye? Or do you think anyone has been doing especially notable work in the fields of ESG, inclusivity or employee wellbeing?
If so, Portfolio Adviser’s Wealth Partnership Awards – now in their fourth year and designed to recognise and reward excellence across key elements of the UK’s wealth and asset management businesses – is the perfect opportunity to applaud the very best people and projects across the two sectors.
But the window is closing on this chance, with the deadline for nominating deserving colleagues or peers (or even competitors) just days away on Friday, 14 July. Then again, the process of nominating those you believe deserve some recognition will only take a minute. Just click here to do so – you can even put your own name forward …
Last year’s awards saw LGT Wealth Management named as Wealth Manager of the Year prize while Schroders won the Asset Manager of the Year crown. LGT also picked up ‘highly commended’ accolades in two further categories while Phoebe Stone, the firm’s head of sustainable investing and head of intermediary investment, won the ESG Advocate (Wealth Management) award.
Also shining on the wealth management side, Quilter Cheviot retained its Fund Selection Team of the Year title while the firm’s ‘Thrive initiative’ shared the Contribution to Wellbeing award with Time Investments’ Single Homeless Project partnership. Bordier UK won Client Services Team of the Year, Daniel Say, an investment analyst at Whitechurch Securities, was named Rising Star (Individual – Wealth Management).
Where appropriate, nominees can be involved in roles relating to UK-based wealth management and asset management – including, but not limited to, investment, management, strategy, product development, marketing, communications, sales, client service, human resources and front, middle or back-office operations.
After the deadline for nominations has passed, all nominees will be contacted and sent a short questionnaire they will be required to complete in order to progress to the next round of judging. Category shortlists will then be created on the strength of completed questionnaires and from these an expert panel of judges will decide the winners. When assessing entries, they will be asked to attribute significant weight to relevant achievements accomplished since 1 January 2022.
Category shortlists will be published later this autumn and winners announced on 28 November 2023.