We are delighted to announce the shortlist for the 2019 International Investment Awards. 

 

The winners of the first four awards will be selected by mix of judges scores and online votes. 

Emerging Talent of the Year 

  • Craig Holding - Abacus Financial Consultants
  • Simon Black - Dolfin
  • Emma Furzer - Fairway
  • 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


Personality of the Year 

  • Nigel Green - deVere Group
  • Louise Bracken-Smith - Fairway
  • Trevor Keidan - Infinity Financial Solutions
  • Nigel Sillitoe - Insight Discovery
  • Serge Krancenblum - IQ EQ
  • Per Wimmer - Wimmer Family Office


Excellence in Client Service - NEW*


Advisers:


  • AIVA
  • Atlas Wealth Management
  • deVere Group
  • Holborn Assets
  • Partners Wealth Management

 


Industry:

  • Dolfin
  • Hansard
  • Odysseas
  • Old Mutual International
  • POP & Associates
  • RL360
  • Utmost Wealth Solutions

 


 

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
  • 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 Life - 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 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

 

Excellence in Advisory Best Practice Award*

 

  • Abacus Financial Consultants
  • deVere Group
  • The Fry Group
  • Partners Wealth Management
  • VFS International


Congratulations to all of those that have been shortlisted!

 

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

 

 

 

 

 

 

 

 

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