The Portfolio Adviser

Wealth Partnership Awards

30 November 2020

Shortlist

Wealth managers

Rising Star (Individual)

Name
Company
Eamonn Amro
Brewin Dolphin
Joshua Biele
Aviva Investors
Joseph Cornwall
Gore Browne Investment Management
James Daley
DWS
Alejandro Gonzalez
JP Morgan Wealth Management
Ben Johnson
Charles Stanley
Paris Jordan
Sanlam UK
Jason Lacey
Credit Suisse
David Morcher
Saunderson House
Zoe Deady
Tilney

Rising Star (Business)

Company
Financial Express Investments
GDIM
North Capital Management
TAM Asset Management
Tindle Wealth

Fund Selection Team of the year

Company
Apollo Multi Asset Management
BMO Global Asset Management UK
Brewin Dolphin
EQ Investors
Financial Express Investments
Investec Wealth & Investment
Morningstar Investment Management Europe
Premier Miton
Quilter Cheviot
Rathbone Brothers
Smart Investment Management

ESG Advocate

Name/team
Company
Matthew Wiles
Aberdeen Standard Investments
Manager Research Team
Aviva Investors
Manager Research Team
Efficient Portfolio
Fran Hamer
Gore Browne Investment Management
Manager Research Team
Portfolio Metrix
Manager Research Team
Square Mile Investment Services
Sophie Outhwaite
Stanhope Capital

Contribution to Inclusivity

A special award will be made on the night.

Marketing/Digital Initiative of the Year

Initiative
Company
Asian Income Focus
Jupiter Asset Management
Evolution of digital platform
Multrees Investor Services
Renaming and rebranding
Ninety One
Family Business Survey campaign 2019/20
Smith & Williamson
Application of AI and machine learning
Praemium

Contribution to Wellbeing

A special award will be made on the night.

Wealth Manager of the Year – Business

No shortlist – the winner will be announced on the night.

Asset managers

Investment Team of the Year

Team
Company
US Equity Team
Baillie Gifford
UK Equity Team
Franklin Templeton
Equity Funds Team
Gresham House
European Equities Team
Lightman Investment Management
Investment Team
Murdoch Asset Management
Global Environment Team
Ninety One
Multi Asset Portfolio Funds Team
Rathbones
Mtx Sustainable Leaders Team
Vontobel Asset Management

ESG Advocate

Name/team
Company
Alquity
BNP Paribas
Federated Hermes
Global Environment Team
Ninety One
Mtx Sustainable Leaders
Vontobel Asset Management

Distribution Team of the Year

Company
Montanaro
Morgan Stanley Investment Management
Natixis Investment Management
Rathbone Brothers
RWC Partners
Wisdom Tree

Asset Manager of the Year (Business)

No shortlist – the winner will be announced on the night.

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