LGT Vestra was named Wealth Manager of the Year and Baillie Gifford retained its Asset Manager of the Year accolade in the 2021 Portfolio Adviser Wealth Partnership Awards. LGT Vestra notched up two other wins in the wealth management half of the awards, scooping the ESG Advocate of the Year accolade while the firm’s trainee sustainability analyst Sophie Tyrrell was judged Individual Rising Star.
Now in their second year, the Wealth Partnership Awards were designed by Portfolio Adviser 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.
Also shining on the wealth management side, Quilter Cheviot scooped the Fund Selection Team of the Year award ahead of last year’s winner EQ Investors while the firm’s ‘Women and investing’ hub won the Contribution to Inclusivity accolade. TAM Asset Management was named Business Rising Star while EQ Investors picked up this year’s Marketing/Digital Initiative of the Year award for its work on its Positive Impact Portfolios and Impact Report.
Asset management sector winners meanwhile included RWC Partners’ emerging markets team for Investment Team of the Year and Morgan Stanley Investment Management for Distribution Team of the Year while Liontrust picked up the ESG Advocate of the Year award. Emma Renals, chief operating officer at Rathbone Unit Trust Management, was judged Individual Rising Star and Tyndall Investment Management won the corresponding awards for Business Rising Star.
The extra mile
Earlier this year, Portfolio Adviser invited nominations for individuals, teams, companies and initiatives in the wealth and asset management sectors who its readers believed had gone the extra mile over the preceding 12 months. The nominees were then asked to complete a short questionnaire outlining why they thought they should win and the shortlists were created on the strength of these.
“The Wealth Partnership Awards would not have been possible without the time, insights and efforts of our great panel of industry experts so sincere thanks to all of them,” said Portfolio Adviser editor-in-chief Julian Marr. “And, for the avoidance of any doubt, I would just add that no judge had any say in any category in which their company or a colleague was up for an award.”
Chaired by Marr, the judging panel comprised: Mike Barrett, consulting director at The Lang Cat; James Budden, director of marketing and distribution, Baillie Gifford; Bella Caridade-Ferreira, chief executive officer, Fundscape; Sebastian Cheek, editor, Portfolio Adviser; Gillian Hepburn, UK intermediary solutions director, Schroders; Chris Jones, proposition director, Dynamic Planner; Mandy Kirby, chief strategist, City Hive; Jake Moeller, senior investment consultant, Square Mile Investment Consulting & Research; Alex Moore, head of collectives research, Rathbones; Justin Onuekwusi, head of retail multi-asset funds, Legal & General Investment Management; Lee Robertson, CEO, Octo Members Group; Ben Seager Scott, head of multi-asset funds, Tilney Smith & Williamson; Mark Thomas, head of UK sales, Jupiter Asset Management; and Nick Wood, head of fund research, Quilter Cheviot.
Portfolio Adviser Wealth Partnership Awards 2021 – Roll of honour
Rising Star (Individual – Wealth Management)
Winner: Sophie Tyrrell, LGT Vestra
Rising Star (Individual – Asset Management)
Winner: Emma Renals, Rathbone UT Management
Marketing/Digital Initiative of the Year
Winner: EQ Investors for its Positive Impact Portfolios and Impact Report
Highly commended: Copia Capital Management for its repositioning programme and rebrand
Distribution Team of the Year (Asset Management)
Winner: Morgan Stanley Investment Management
Highly commended: Montanaro Asset Management
ESG Advocate (Wealth Management)
Winner: LGT Vestra
ESG Advocate (Asset Management)
Winner: Liontrust Asset Management
Highly commended: Federated Hermes
Contribution to Inclusivity
Winner: Quilter Cheviot for ‘Women and investing’ hub
Investment Team of the Year (Asset Management)
Winner: RWC Partners – Emerging Markets Team
Highly commended: Alquity Investment Management
Fund Selection Team of the Year (Wealth Management)
Winner: Quilter Cheviot
Highly commended: EQ Investors
Rising Star (Business – Asset Management)
Winner: Tyndall Investment Management
Rising Star (Business – Wealth Management)
Winner: TAM Asset Management
Asset Manager of the Year (Business)
Winner: Baillie Gifford
Wealth Manager of the Year (Business)
Winner: LGT Vestra
