About the Wealth Partnership Awards

Celebrating excellence in UK wealth and asset management – and how they work together for investors

Portfolio Adviser is delighted to unveil the inaugural Wealth Partnership Awards, which 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.

As a leading provider of news, insight and analysis for wealth managers, discretionary portfolio managers, private bankers and advisers specialising in investments across the UK, Portfolio Adviser has a responsibility to highlight instances of both good and bad practice in wealth and asset management – and if we come down hard on the former, it is only fair and reasonable that we should celebrate the latter.

That is why we are encouraging our readers to put forward their nominations of those individuals, teams, companies and initiatives they believe deserve recognition for excellence across in the UK’s wealth and asset management sectors in areas such as investment, ESG, marketing, inclusion, sales, service, technology and wellbeing.

Portfolio Adviser’s Wealth Partnership Advice Awards are open to individuals, teams and companies working in the UK’s wealth and asset management sectors.

Where appropriate, nominees can be involved in roles relating to UK-based wealth management and asset management – including but not limited to investment, management, strategy, product development, marketing, communications, sales, client service, human resources or front, middle or back-office operations.

Portfolio Adviser invites you either to nominate yourself or put forward the name of colleague or anyone else you believe to be worthy of recognition from these awards. Category shortlists will be published in the spring and winners announced on 8 July 2020.

Julian Marr

Group Editor of Last Word