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A completed entry will include:
1. Entry Form
2. 1000 Word Submission
3. Company Logo
4. UK contact details
READ MORE ON HOW TO ENTER
ENTRY FORM
2024 WINNERS & SHORTLISTED
1. Asset Manager of the Year
We recognise those asset managers in the institutional, wealth and retail sectors demonstrating exemplary overall business performance and high levels of innovation. Judges are looking for financial performance data against fund benchmarks. Displaying one-, three-, five- and 10-year financial performance to the judges is also useful as there may be cyclical reasons for any underperformance. Firms should have a UK presence. Enter here
2. Equities Manager of the Year
Awarded to the equity manager in the institutional, wealth and retail sectors that has continually demonstrated exemplary business performance, delivered outstanding returns for clients, and offered high levels of innovation. Judges are looking for financial performance data against fund benchmarks. Displaying one-, three-, five- and 10-year performance to the judges is also useful as there may be cyclical reasons for any underperformance. Firms should have a UK presence. Enter here
3. Fixed Income Manager of the Year
Awarded to the fixed income manager in the institutional, wealth and retail sectors that has continually demonstrated exemplary business performance, delivered outstanding returns for clients, and offered high levels of innovation. Judges are looking for financial performance data against fund benchmarks. Displaying one-, three-, five- and 10-year financial performance to the judges is also useful as there may be cyclical reasons for any underperformance. Firms should have a UK presence. Enter here
4. Active Manager of the Year
The role of the active manager cannot be underestimated in the institutional, wealth and retail sectors. This award aims to celebrate the active manager that demonstrates strong returns, provides excellent customer service and shows a true understanding of the financial needs of its clients. Displaying one-, three-, five- and 10-year financial performance to the judges is also useful as there may be cyclical reasons for any underperformance. Firms should have a UK presence. Enter here
5. Passive Manager of the Year
The role of the passive manager cannot be underestimated in the institutional, wealth and retail sectors. This award aims to celebrate the passive manager that demonstrates strong returns, provides excellent customer service and shows a true understanding of the needs of its clients. Judges are looking for financial performance data against fund benchmarks. Displaying one-, three-, five- and 10-year financial performance to the judges is also useful as there may be cyclical reasons for any underperformance. Firms should have a UK presence. Enter here
6. Multi-Asset Manager of the Year
Awarded to the multi-asset manager in the institutional, wealth and retail sectors spaces, that has proved itself ahead of its peers. Judges are looking for high levels of innovation and are also looking for financial performance data against fund benchmarks. Displaying one-, three-, five- and 10-year financial performance to the judges is also useful as there may be cyclical reasons for any underperformance. Firms should have a UK presence. Enter here
7. Real Assets Manager of the Year - NEW
This award recognises those firms in the institutional, wealth and retail sectors that have shown a true understanding of the regional and global real asset markets and have been able to translate that knowledge into risk adjusted returns for the benefit of their clients. Judges are looking for high levels of innovation and are also looking for performance data against fund benchmarks. Displaying one-, three-, five- and 10-year performance to the judges is also useful as there may be cyclical reasons for any underperformance. Firms should have a UK presence. Enter here
8. Alternatives Investment Provider of the Year
Alternatives have become an essential part of asset managers’ portfolios. We recognise those firms across the institutional, wealth and retail sectors that have shown a true flair for extracting value from the alternatives space to the benefit of their clients. Judges are looking for high levels of innovation and are also looking for financial performance data against fund benchmarks. Displaying one-, three-, five- and 10-year financial performance to the judges is also useful as there may be cyclical reasons for any underperformance. Firms should have a UK presence. Enter here
9. Private Equity Manager of the Year
With all eyes on both risk and return, we acknowledge those private equity experts in the institutional, wealth and retail sectors that have displayed a true understanding of the private equity space and are passionate about helping clients obtain the most from this complex area of the market. Judges are looking for high levels of innovation and are also looking for financial performance data against fund benchmarks. Displaying one-, three-, five- and 10-year financial performance to the judges is also useful as there may be cyclical reasons for any underperformance. Firms should have a UK presence. Enter here
10. Emerging Markets Manager of the Year
Seeking out potential in the less developed markets is a challenging role at which only the best can succeed. This award recognises those investment managers across institutional, wealth and retail sectors that have shown a dedication to the emerging markets arena with a view to achieving performance often in areas where information flow is in short supply. Judges are looking for high levels of innovation and are also looking for financial performance data against fund benchmarks. Displaying one-, three-, five- and 10-year financial performance to the judges is also useful as there may be cyclical reasons for any underperformance. Firms should have a UK presence. Enter here
11. Fiduciary Manager of the Year
The concept of fiduciary management originally took the Dutch pensions market by storm and is now penetrating other parts of Europe. This award will be given to the firm in the institutional, wealth and retail sectors that have led the way in fiduciary management, tailoring their offerings to clients’ needs. Judges are looking for performance data. Firms should have a UK presence. Enter here
12. Wealth Management Company of the Year
This award recognises the wealth management company that has proved itself a cut above the rest when it comes to meeting the ever-complex needs of its clients. Judges will be looking for examples of client satisfaction and how financial strategies are bespoke to each individual’s needs. Firms should have a UK presence. Enter here
13. Best ISA Provider of the Year - NEW
Awarded to the ISA provider that has proved itself with its product offerings and client needs. Enter here
14. Best Digital Innovator in wealth management - NEW
Awarded to the firm that can show significant evidence of revolutionising its business and investment strategies through digital innovation within wealth management. Enter here
15. Stockbroker of the Year - NEW
This award is given to the stockbroker company that has displayed strong understanding of current financial regulations and markets and exemplary trading performance. Enter here
16. Private Bank of the Year
This award is given to the bank which has delivered outstanding service and performance for high-net-worth individuals over the past year. Judges will be looking for market performance, examples of innovation, as well as client feedback. Firms should have a UK presence. Enter here
17. WealthTech Firm of the Year
This award rewards the firm specifically within the wealth management space that has built services personal to every client while using cutting-edge AI and digital technologies to democratise wealth management. Firms should have a UK presence. Enter here
18. Tax Firm of the Year
The Tax Firm of the Year award recognises the tax firm that has displayed exceptional tax expertise for clients, performing to a high ethical standard. Firms should have a UK presence. Enter here
19. Operations Consultancy of the Year - NEW
This award recognises the consultancies that enable wealth and asset managers to operate at maximum efficiency in the retail, wealth and institutional sectors. The judges will be looking for examples of consultancies that work in sympathy with their clients - delivering measurable benefits, positive change that benefits end customers, and genuine innovation. Firms should have a UK presence. Enter here
20. Financial Advisory Firm of the Year - NEW
This award is given to the advisory firm working within any of the institutional, wealth or retail sectors that can clearly display evidence of success working with clients on a long-term basis, for ongoing business challenges. Case studies are always useful for judges as are performance figures. The firm must have a UK presence. Enter here
21. Marketing Campaign of the Year
This award is given to the firm across the institutional, wealth and retail sectors that can clearly display how a new or existing marketing campaign has been implemented within the business structure of the asset management firm and helped to boost the business. Firms should have a UK presence. Enter here
22. Innovation of the Year
This award recognises those firms that have innovated strongly in the area of investment, product design, de-risking or any other area. Firms should have a UK presence. Enter here
23. ESG Initiative of the Year
This award goes to the asset manager or wealth manager which has developed a strong ESG initiative in the past year and gained or maintained returns whilst implementing this initiative. Firms should have a UK presence. Enter here
24. Technology Firm of the Year
This award recognises those tech firms across institutional, wealth and retail sectors excelling in the simplification of the complex world of investment reporting. Firms should display examples of strong levels of innovation, client satisfaction and communication expertise. Firms should have a UK presence. Enter here
