Shortlist – The Portfolio Adviser Wealth Partnership Awards 2020

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	PortfolioMetrix
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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