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