Full shortlist announced for International Investment Awards 2019

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Full shortlist announced for International Investment Awards 2019

The full shortlist for the 20th annual International Investment Awards 2019 shortlist has been announced following a record number of entries from a record number of companies.

To mark the 20th anniversary of the International Investment Awards - the longest running awards in the industry - we added a number of new categories for fintech innovation and excellence, client service and best marketing campaign. This is final phase of the shortlist with all of those that are in the running being notified. 

The prestigious awards event - which is seen as one of the international investment and advice world's biggest nights - will be held on Wednesday 16 October at the historic Gibson Hall in the heart of the City in London.

 

The full shortlist for the awards is as follows:

 

Best International Pension Plan 

Fairway Group - Fairway Jersey Personal Pension Scheme

Zurich International - Zurich International Pension Plan

Momentum Pensions - Momentum International Sipp

 

Best International Financial Centre

Guernsey

Jersey

The Isle of Man

 

Best International Platform

Ardan International

Old Mutual International - Wealth Interactive

 

Best International Fund Group

Canada Life International 

Quilter Investors 

Rathbones

 

Best International Discretionary Fund Manager

Melvile Douglas (Standard Bank)

Quilter Cheviot

Rathbones

Tilney

Wimmer

 

Best International Portfolio Bond 

Canada Life International 

Investors Trust

Old Mutual International - Wealth Portfolio 

Utmost Wealth Solutions

 

Best Fintech Innovation - NEW

deVere Group

Old Mutual International 

Securitize

Sharing Alpha

 

Excellence in Fintech - NEW

deVere Group

Investors Trust

Old Mutual International - Wealth Interactive 

Pitchbook

Sharing Alpha

 

Best International Savings Plan 

Canada Life International - Offshore Savings Account

Fairway Group - Fairway International Master Trust

Investors Trust - S&P 500 Index

Investors Trust - Evolution Plus

Old Mutual International - Wealth Management Plan 

RL360 - Regular Savings Plan

Zurich International Life - Zurich International Life Pension Plan

 

Best International Life Group (UK and non-UK) 

UK:

Canada Life International

Old Mutual International

Utmost 

Zurich International Life/Zurich 

Non UK: 

Old Mutual International

RL360 

Utmost 

Zurich International Life/Zurich 

 

Best International Protection Plan (Life)

Canada Life International - Flexible Life Plan

Canada Life International - CanProtect Whole of Life

Old Mutual International- Silk Plan

Zurich International  - Zurich International Life 

 

Best International Private Health Insurance Provider 

Allianz Care

Aetna International 

AXA Global Healthcare

Generali Global Health

Now Health International 

 

Best International Trust and Estate Planning 

Canada Life International - Controlled Access Account

Canada Life International - The Wealth Preservation Account

Old Mutual International - Tailored Life Trust

Old Mutual International - Lifestyle Trust

Utmost- DGT scheme Estate Planning Bond (EPB)

Utmost Ireland - Generation Planning Bond (GPB)

 

International Campaign of the Year - NEW

Finance Isle of Man - Isle of Man for Life 

Insight Discovery

Old Mutual International 

RL360

 

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The Excellence in Advisory Best Practice award shortlist and audience voting phase for the Emerging Talent of the Year and Personality of the Year and new awards for Excellence in Client Service, with separate categories for both advisers and the industry are below.

In both of the Excellence in Client Service categories and the Excellence in Advisory Best Practice category there will be an overall winner in each category and winners in each region announced on evening of the awards.

Voting is live via the links in our the II Awards page that is in our Events section (above left) and via the links at the end of each category.

 

Here are the shortlists:

 

Emerging Talent of the Year*

Craig Holding - Abacus Financial Consultants 

Simon Black - Dolfin

Emma Furzer - Fairway Group 

Riyad Adamou - Holborn Assets

Carl David Turner - Infinity Financial Solutions

Jamie Bubb-Sacklyn - Infinity Financial Solutions

Alex Norwood - Montfort

Nathan Prior - Partners Wealth Management

Timothy Townsend - Standard Bank

Click here to vote

 

Personality of the Year*

Nigel Green - deVere Group

Louise Bracken-Smith - Fairway Group 

Trevor Keidan - Infinity Financial Solutions 

Nigel Sillitoe - Insight Discovery

Serge Krancenblum - IQ EQ

Per Wimmer - Wimmer Family Office

Click here to vote

 

Excellence in Client Service - NEW*

Advisers: 

AIVA

Atlas Wealth Management 

deVere Group

Holborn Assets

Partners Wealth Management 

Click here to vote

 

Industry: 

Dolfin

Hansard 

Odysseas

Old Mutual International 

POP & Associates 

RL360

Utmost Wealth Solutions

Click here to vote

 

The Excellence in Advisory Best Practice Award** is voted for by judges only The shortlist is as follows:  

Abacus Financial Consultants

deVere Group

The Fry Group

Partners Wealth Management 

VFS International 

 

The shortlist for the Excellence in International Private Banking and Best Family Office awards will be revealed on the night, with shorlisted participants notified in advance.

 

* Regional winners be announced on evening of the awards on Wednesday 16 October with winners selected by mix of judges/comments and the online votes.

**Regional winners be announced on evening of the awards on Wednesday 16 October.