Fund selectors from BMO Global, Brewin Dolphin, Morningstar, Premier Miton and Rathbones are all in the running to win the Fund Selection Team of the Year accolade in Portfolio Adviser’s inaugural Wealth Partnership Awards. The admittedly not-so-short shortlist for one of our centrepiece awards is completed by Apollo, EQ Investors, FE Investments, Investec, Quilter Cheviot and Smart IM.
The Wealth Partnership Awards have been 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 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 can see below, the other wealth management shortlists are for Rising Star (individual), Rising Star (business) 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 being announced on the night.
Investment Team of the Year
Turning to the asset management element of the Wealth Partnership Awards, fund managers from Baillie Gifford, Franklin Templeton, Gresham House, Lightman IM, Murdoch AM, Ninety One, Rathbone Brothers and Vontobel AM 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 winner announced on the night.
Completing the awards are a combined Marketing/Digital Initiative of the Year category open to both wealth and asset managers and we will also reveal the recipients of our Contribution to Inclusivity and Contribution to Wellbeing on the night.
Originally due to happen this month, the Wealth Partnership Awards have been pushed back to 30 November as a result of the lockdown. For more details on the occasion, including how to book a table, wealth managers should contact Georgina Westlake while asset managers should contact Samantha Harris
PAWPAs 2020 Shortlists
Wealth Management
WM Fund Selection Team of the Year
Apollo Multi Asset Management
BMO Global Asset Management UK
Brewin Dolphin
EQ Investors
FE Investments
Investec Wealth & Investment
Morningstar Investment Management Europe
Premier Miton
Quilter Cheviot
Rathbone Brothers
Smart IM
WM Rising Star (business)
Financial Express Investments
GDIM
North Capital Management
TAM Asset Management
Tindle Wealth
WM Rising Star (individual)
Eamonn Amro – Brewin Dolphin
Joshua Biele – Aviva Investors
Joseph Cornwall – GBIM
James Daley – DWS
Zoe Deady – Tilney
Alejandro Gonzalez – JP Morgan WM
Ben Johnson – Charles Stanley
Paris Jordan – Sanlam UK
Jason Lacey – Credit Suisse
David Morcher – Saunderson House
WM ESG Advocate
Aberdeen Standard Investments – Matthew Wiles
Aviva Investors – Manager Research Team
Efficient Portfolio
GBIM – Fran Hamer
PortfolioMetrix
Square Mile Investment Services
Stanhope Capital – Sophie Outhwaite
Wealth Manager of the Year (business)
No shortlist – the winner will be announced on the night
Asset Management
AM Investment Team of the Year
Baillie Gifford – US Equity Team
Franklin Templeton – UK Equity Team
Gresham House – Equity Funds Team
Lightman IM – European Equities Team
Murdoch AM – Investment Team
Ninety One – Global Environment Team
Rathbone Brothers – Multi Asset Portfolio Funds Team
Vontobel AM – Mtx Sustainable Leaders Team
AM Distribution Team of the Year
Montanaro
Morgan Stanley IM
Natixis IM
Rathbone Brothers
RWC Partners
Wisdom Tree
AM ESG Advocate
Alquity
BNP Paribas AM
Federated Hermes
Ninety One – Global Environment Team
Vontobel AM – Mtx Sustainable Leaders
Asset Manager of the Year (business)
No shortlist – the winner will be announced on the night
Combined categories
Marketing/Digital Initiative of the Year
Jupiter Asset Management – Asian Income Focus
Multrees Investor Services – Evolution of digital platform
Ninety-One – Renaming and rebranding
Praemium – Application of AI and machine learning
Smith & Williamson – Family Business Survey campaign 2019/20
Contribution to Inclusivity
A special award will be made on the night
Contribution to Wellbeing
A special award will be made on the night
