Categories & criteria

Wealth managers

Rising Star (Individual)

Open to any individual working for any part of a wealth management business in the UK who has made a big impact in a short amount of time and is expected to continue to make their mark in the sector. There is no age limit and nominees may be graduates, non-graduates, trainees, managers or could recently have entered wealth management from a different industry. Nominees must have been working in wealth management in the UK for fewer than five years on 1 January 2020.

Rising Star (Business)

Which wealth management business has made the greatest impact from a standing start over the last few years? Nominees must have been operating in wealth management in the UK for five years or fewer on 1 January 2020.

Fund Selection Team of the year

The precedence of teamwork over individual flair has become embedded as a crucial principle of any business’s investment process so which group of fund selectors within the UK’s wealth management businesses do you believe is most deserving of recognition for their work?

ESG Advocate

Which wealth management business has done the most effective job of clearly explaining why investors should consider environmental, social and governance criteria when building a portfolio and how they could go about doing so in the most appropriate way for their particular circumstances?

Contribution to Inclusivity

Open to wealth management businesses in the UK that have implemented a project, initiative or wider changes that include people who might otherwise be excluded or marginalised – either as a company or across the entire sector.

Client Services Team of the Year

Taking good performance as a given and pricing structure as a business choice, nothing can set professional investors apart from the crowd like client service. Which wealth manager’s client services team are doing the best job?

Marketing Initiative of the Year

Investment marketeers must tread a thin line between inspiring enthusiasm yet not firing up a bandwagon; interesting and informing investors while keeping on the right side of the regulators. What initiative from a UK wealth manager most caught your eye in 2019?

Digital Innovation of the Year

Technology is only going to play an increasingly important part in investment so what innovations emerged in 2019 from the UK wealth managers that should most benefit their staff, their clients or the investing public?

Contribution to Wellbeing

Open to wealth management businesses in the UK that have implemented a project, initiative or wider changes to promote a better quality of life and positive mental and physical health among their employees.

Wealth Manager of the Year – Business

No entry required. Shortlist will based on an analysis of the shortlisted entries for the above nine wealth manager categories.

Asset managers

Rising Star (Individual)

Open to any individual working for any part of an asset management business in the UK who has made a big impact in a short amount of time and is expected to continue to make their mark in the sector. There is no age limit and nominees may be graduates, non-graduates, trainees, managers or could recently have entered wealth management from a different industry. Nominees must have been working in wealth management in the UK for fewer than five years on 1 January 2020.

Rising Star (Business)

Which asset management business has made the greatest impact from a standing start over the last few years? Nominees must have been operating in asset management in the UK for five years or fewer on 1 January 2020.

Investment Team of the Year

The precedence of teamwork over individual flair has become embedded as a crucial principle of any business’s investment process so which group of fund managers and sector analysts within the UK’s asset management businesses do you believe is most deserving of recognition for their work?

ESG Advocate

Which asset management business has done the most effective job of clearly explaining why investors should consider environmental, social and governance criteria when building a portfolio and how they could go about doing so in the most appropriate way for their particular circumstances?

Contribution to Inclusivity

Open to asset management businesses in the UK that have implemented a project, initiative or wider changes that including people who might otherwise be excluded or marginalised – either as a company or across the entire sector.

Distribution Team of the Year

Taking good performance as a given and pricing structure as a business choice, nothing can set professional apart from the crowd like client service. Which asset manager’s distribution team are doing the best job?

Marketing Initiative of the Year

Investment marketeers must tread a thin line between inspiring enthusiasm yet not firing up a bandwagon; interesting and informing investors while keeping on the right side of the regulators. What initiative from a UK asset manager most caught your eye in 2019?

Digital Innovation of the Year

Technology is only going to play an increasingly important part in investment so what innovations emerged in 2019 from UK asset managers that should most benefit their staff, their clients or the investing public?

Contribution to Wellbeing

Open to asset management businesses in the UK that have implemented a project, initiative or wider changes to promote a better quality of life and positive mental and physical health among their employees.

Asset Manager of the Year (Business)

No entry required. Shortlist will based on an analysis of the shortlisted entries for the above nine asset manager categories.