Methodology

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

The organisers of the Wealth Partnership Awards reserve the right to move a nominee to a different category from the one they were nominated within, if they believe it is appropriate to do so.

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.

After the deadline for nominations has passed, all nominees will be contacted and sent a short questionnaire they will be required to complete in order to progress to the next round of judging.

Category shortlists will be created on the strength of completed questionnaire and from these an expert panel of judges will decide the winners.