AJ Bell, Bordier UK, EQ Investors and FE Investments are among the companies vying to win the Fund Selection Team of the Year accolade in Portfolio Adviser’s 2023 Wealth Partnership Awards. The shortlist for one of our centrepiece awards is completed by the teams from IBOSS Asset Management, Saltus and last year’s winner Quilter Cheviot.
Now in their fourth 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. All the nominees were asked to complete a short questionnaire outlining why they felt they ought to win and our shortlists were created on the strength of these. Our expert judges then decide the identities of the winners – and, for the record, no judge has a say in any category where there may be a risk of a conflict of interest.
As you can see below, the other wealth management shortlists are for Client Services Team of the Year and ESG Advocate, which is open to businesses, teams and individuals. There is no shortlist for the headline Wealth Manager of the Year (Business) accolade, with the winner decided on the quality of entries across the awards and revealed 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 Federated Hermes, Gresham House, Lazard Asset Management, Rathbones and Royal London Asset Management make up the shortlist for the Investment Team of the Year award. The other asset management shortlists are for Distribution Team of the Year and ESG Advocate while, again, there is no shortlist for the Asset Manager of the Year (Business) accolade, with the identity of the winner revealed on the night.
Completing the rollcall of shortlists below are Contribution to Inclusivity, Contribution to Wellbeing and the Rising Star (Individual) and Rising Star (Business) categories, all of which combined entries from across the wealth and asset manager sectors.
All the winners of the 2023 Wealth Partnership Awards will be revealed at a special lunch on 28 November, which takes place at Landing Forty Two at the top of the Leadenhall ‘Cheesegrater’ Building in the City of London. 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 2023 Shortlists
Wealth Management
Client Services Team of the Year (Wealth Manager)
Bordier UK
Fisher Investments UK
PortfolioMetrix
Square Mile Investment Consulting and Research
ESG Advocate (Wealth Manager)
Castlefield Partners
EQ Investors
Siobhan Archer, LGT Wealth Management
PortfolioMetrix
Square Mile Investment Consulting and Research
Whitechurch Securities
Fund Selection Team of the Year (Wealth Manager)
AJ Bell
Bordier UK
EQ Investors
FE Investments
IBOSS Asset Management
Quilter Cheviot
Saltus
Asset Management
Distribution Team of the Year (Asset Manager)
KraneShares
Montanaro Asset Management
Rathbone Unit Trust Management
Seilern Investment Management
ESG Advocate (Asset Manager)
CCLA Investment Management
Federated Hermes
Royal London Asset Management
Storebrand Asset Management
Trium Capital
Investment Team of the Year (Asset Manager)
Federated Hermes – Asia Ex–Japan Equity team
Gresham House – Public Equity team
Lazard Asset Management – Global Equity Franchise team
Rathbones – Rathbone UT Management investment team
Royal London Asset Management – Sustainable team
Combined categories
Contribution to Inclusivity
Fisher Investments UK – Diversity & Inclusion Programme
LGT Wealth Management – Diversity & Inclusion Lens
Royal London Asset Management – Reciprocal Mentoring Programme
Contribution to Wellbeing
Lathe & Co Wealth Advisers – All-Round Wellbeing
MASECO – ‘Freshness & Fairness’ Approach
Schroders – Resilience Experiment
Rising Star – Individual
Georgia Barham, Tyndall Investment Management
Lewis Roddy, Timeline
Natalie Wallace, Copia Capital
Rising Star – Business
KraneShares
Storebrand Asset Management
Timeline
Trium Capital
