Morningstar Investment Management Europe, Quilter Cheviot and Rathbones are among those in the running to win the Fund Selection Team of the Year accolade in Portfolio Adviser’s 2022 Wealth Partnership Awards. The shortlist for one of our centrepiece awards is completed by teams from Bordier UK, LGT Wealth and Whitechurch Securities.
Now in their third year, the Wealth Partnership Awards are designed to recognise and reward excellence across key elements of the UK’s wealth and asset management businesses – including, crucially, where the two sectors work together in partnership to generate wealth for end-investors.
Earlier this year, Portfolio Adviser invited nominations for individuals, teams and companies in the wealth and asset management sectors who our readers believe have gone the extra mile over the last year or so. The hundreds of nominees were then asked to complete a short questionnaire outlining why they felt they ought to win and our shortlists were created on the strength of these. Over the coming weeks, two expert panels of judges will decide the identities of the winners.
As you will see below, the other wealth management shortlists are for Client Services Team of the Year, Rising Star (individual) and ESG Advocate, which is open to businesses, teams and individuals. There is no shortlist for the Rising Star (business) and headline Wealth Manager of the Year (business) accolades, with the winners being announced at next month’s awards dinner.
Investment Team of the Year
Turning to the asset management element of the Wealth Partnership Awards, fund managers from Baillie Gifford, Federated Hermes, Gresham House, M&G Royal London Asset Management and Schroders make up the shortlist for the Investment Team of the Year award. The other asset management shortlists are for Distribution Team of the Year, Rising Star (individual) and ESG Advocate while, again, there is no shortlist for the Rising Star (business) and Asset Manager of the Year (business) accolade, with the winners announced on the night.
Completing the rollcall of shortlists below are Contribution to Inclusivity, Contribution to Wellbeing and the combined Marketing/Digital Initiative of the Year category, which covers both the wealth and asset manager sectors.
All the winners of the 2022 Wealth Partnership Awards will be revealed at a dinner at the City of London’s Bankhall on 29 November. To find out more about the methodology or any other aspects of the awards, please click here. To book a table, please contact Samantha Harris
PAWPAs 2022 Shortlists
Wealth Management
Client Services Team of the Year (Wealth Manager)
AJ Bell
Bordier UK
PortfolioMetrix
Rathbones
Square Mile Investment Services
ESG Advocate (Wealth Manager)
Phoebe Stone, LGT Wealth Management
Oliver Jones, PortfolioMetrix
Camilla Ritchie, 7IM
Square Mile team
Paris Jordan, Waverton Investment Management
Daniel Say,Whitechurch Securities
Fund Selection Team of the Year (Wealth Manager)
Bordier UK
LGT Wealth
Morningstar Investment Management Europe
Quilter Cheviot
Rathbones
Whitechurch Securities
Rising Star Individual (Wealth Manager)
Kamaljit Somal, Dunhill Financial
Siobhan Archer, LGT Wealth Management
Salim Jaffar, 7IM
William James, Square Mile Investment Services
Daniel Babington, TAM Asset Management
Daniel Say, Whitechurch Securities
Asset Management
Distribution Team of the Year (Asset Manager)
Montanaro Asset Management
Octopus Investments
Rathbones
Seilern Investment Management
Wellington Management
ESG Advocate (Asset Manager)
Suresh Mistry, Alquity
EdenTree Investment Management
Federated Hermes
Storebrand Asset Management
Investment Team of the Year (Asset Manager)
Global Income team, Baillie Gifford
Asia ex-Japan team, Federated Hermes
Public Equity team, Gresham House
Asia Pacific Equity team, M&G
Sustainable team, Royal London Asset Management
Global Resource Equity team, Schroders
Rising Star Individual (Asset Manager)
Jack Stephenson, AXA Investment Managers
Zoe Deady, Barings
Will Argent, Gravis Capital
Georgia Barham, Tyndall Investment Management
Combined categories
Contribution to Inclusivity
Brian Adams, Merlyn Wealth Management
Fisher Investments UK
LGT Wealth Management
Davinia Tomlinson, rainchq
Contribution to Wellbeing
Anya Berezow, Dunhill Financial
Daniel May, Legal & General Investment Management
Quilter’s Thrive initiative
TIME Investments’ Single Homeless Project partnership
Marketing/Digital Initiative of the Year
EV – EVPro software
Federated Hermes – ‘Sustainability. We Mean It’ campaign
KraneShares – China Last Night blog
LGT Wealth Management – Business Development Comms team
Quilter Cheviot – ‘Women & Investing’ initiative
Rathbones – The Sharpe End podcast
