Shortlist
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