
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
		
	
