Listed below are the names of the finalists selected for the International Investment Awards 2023 - the 24th annual event - which is seen as the flagship awards event in international financial services.
Gary Robinson, pictured right, Publisher, International Investment, said: "The finalists have now been selected and the judgers and the readers and members of II will now be able to make their decisions so countdown to the 24th Annual International Investment Awards really begins today. We are proud that these awards are the best supported and longest-running in our industry - by some way - and are seen as the Oscars of the international financial services industry.
"We have had thousands of readers take part in helping us judge these special members/readers vote categories in previous years and expect this year to be no different."
We are, as always grateful for the support of our sponsors with the Best Fintech Innovation Award sponsored by Isle of Man Insurtech, The Excellence in Advisory Best Practice - Sponsored by Utmost and our Excellence in Client Service (Advisers) Awards sponsored by Hansard.
The Best Employee Benefits Solution is sponsored by Finance Isle of Man and Best Unsung Hero (Advisers) sponsored by RL360, European Fund Selector of the Year - sponsored by SharingAlpha and Emerging Talent of the Year is sponsored by Evelyn Partners
II Awards 2023 Finalists
Best Employee Benefits Solution sponsored by Finance Isle of Man
JTC Group
Zurich Workplace Solutions
Zurich Integrated Benefits
Best ESG/Sustainability Fund
Investiper Etico Bilanciato - BCC Risparmio & Previdenza
Rathbone SICAV Ethical Bond Fund - Rathbone Unit Trust Management
KBI Circular Economy Strategy - KBI Global Investors
Fisher Investments Institutional Global Sustainable Equity Impact ESG Fund
Fusion ESG Portfolio - Capital International Limited
RAM (Lux) Stable Climate Global Equities - RAM Active Investments
Best Family Office
ASPAIN 11 Family Offices
Wimmer Family Office
MBMG Family Office
Best Fintech Innovation - sponsored by Insurtech Isle of Man
Hoxton Capital Management
Alchemy Pay
Zurich Workplace Solutions
AQMetrics
Proxymity
Wolters Kluwer
Aware Partners
Webull
Money-Trove Limited
deVere Group
Skybound Wealth Management
Best International Discretionary Fund Manager
Rathbones
Evelyn Partners
VAM Funds
LGT Wealth Management
Best International Financial Centre
Isle of Man
Guernsey
Jersey
Best International Fund Group
Canaccord Genuity Wealth Management
Fisher Investments
Best International Life Group (Non-UK)
IFGL
Utmost Group
Best International Life Group (UK)
Canada Life
Utmost Group
Best International Pension Plan
Aurora UAP International Pension Range - The UAP Group
Freedom International Pension Plan - Boal & Co
The IFGL SIPP - IFGL
OPES International Retirement Plan - Overseas Trust and Pension Limited
Zurich International Pension Plan - Zurich Integrated Benefits
Novia Global UK SIPP - Novia Global
International Pension and Savings Plan (IPSP) - powered by Equiom, Allianz Global Investors and Zurich Integrated Benefits - Equiom Fiduciary Services (Middle East) Limited
Best International Platform
Ardan International
Novia Global
Best International Portfolio Bond
PIMS - RL360
RAM (Lux) Global Bond Total Return Fund - RAM Active Investments
Premiere Account - Canada Life
Access Portfolio - Investors Trust
Best International Savings Plan
Regular Savings Plan (RSP) - RL360
Offshore Savings Account - Canada Life
JTC Streamliner - JTC Group
S&P 500 Index - Investors Trust
DIFC Employee Workplace Savings Plan (DEWS) - Zurich Workplace Solutions (Middle East) Limited, Equiom Fiduciary Services (Middle East) Limited and Mercer Financial Services Middle East Limited.
Best International Trust Product
Wealth Preservation Account - Canada Life
Advantage Trust - The UAP Group
Best Protection Plan
IPME+ - Friends Provident International Limited
CanProtect Whole of Life - Canada Life
Zurich International Group Risk Solution and TEAM - Zurich Integrated Benefits
Contribution to Diversity and Inclusion
Beverley Yeomans - deVere Group
Caitriona Nic Aodha - Abbey Wealth
Dr. Tanya C. McCartney - Bahamas Financial Services Board
AG2R LA MONDIALE
Standard Bank
LGT Wealth Management Ltd
European Fund Selector of the Year - sponsored by SharingAlpha
Paris Jordan - Waverton Investment Management
Ion Zulueta - iCapital Wealth Management Solutions
Eric Halverson - Qualitas Funds
Excellence in Advisory Best Practice - Sponsored by Utmost Group
Abacus Financial Consultants LLC
Abbey Wealth
Ally Wealth Management
Aiva
Carrick Wealth
Holborn Assets
Hoxton Capital Management
Infinity Solutions
International Money Matters Pvt. Ltd
Forth Capital
OpesFidelio
Partners Wealth Management
Skybound Wealth Management
*Regional award winners and overall global winner will be announced at the event
Excellence in Fintech (Advisers)
OpesFidelio
deVere Group
Skybound Wealth Management
Excellence in Fintech (Industry)
Alchemy Pay
AQMetrics
Axyon AI
Hansard
Investors Trust
MDOTM Ltd
Webull
Wolters Kluwer
Zurich Integrated Benefits
Excellence in Innovation within International Financial Centres
Dubai International Financial Centre (DIFC)
KBC Asset Management
Finance Isle of Man
Aware Partners
Excellence in Sustainability (Advisers)
Abbey Wealth
Partners Wealth Management LLP
deVere Group
Excellence in Sustainability (Industry)
AG2R LA MONDIALE
Capital International Group Limited
IFGL
KBC Asset Management
Nordea Asset Management
LGT Wealth Management
KBI Global Investors
Excellence in Trust and Estate Planning
Canada Life Investment Bond Range - Canada Life
RL360 Trust and Estate Planning - RL360
Aurora Advantage Trusts - The UAP Group
Wealth Structuring Services - MATCO
International Campaign of the Year
Novia Global
Canada Life
RL360
Finance Isle of Man
International DFM Fund/Product of the Year
Aviva Investors Emerging Markets Bond Fund - Aviva Investors
Rathbone SICAV Ethical Bond Fund - Rathbone Unit Trust Management
Evelyn Partners
The Best Offshore Banking Award shortlist will be announced on the day of the awards
Below are the awards that are decided by a combination of judges votes and II members/readers votes.
Please click on the links to cast your vote. Closing date for all votes to be in is September 26th.
II Awards 2023 - Personality of The Year (Advisers) Finalists - Click here to vote
Keren Bobker - Holborn Assets
Jarrad Brown - Global Financial Consultants
Victor France - Abbey Wealth
Nigel Green - deVere Group
Trevor Keidan - Infinity Solutions
Navin Nihalani - Compass Insurance Brokers LLC
Ashok Sardana - Continental International Group
II Awards 2023 - Personality of The Year (Industry) Finalists - Click here to vote
Andy Finch - Canaccord Genuity Wealth Management
Maurice Keane - Evelyn Partners
Melover Medenilla - Zurich International Life Ltd
Michael Moss - LGT Wealth Management
Simon Pickering - Finance Isle of Man, Department for Enterprise
Per Wimmer - Wimmer Family Office
Rob Shipman- the UAP Group
II Awards 2023 - Emerging Talent of the Year (Advisers) Finalists - sponsored by RL360 - Click here to vote
Jarryd Jacklin- Carrick Wealth
Dale Namnick - Carrick Wealth
Keshav Mehra - Compass Insurance Brokers LLC
Luke Handley - deVere Group
Nobumitsu Kashiwamura - Infinity Financial Solutions
II Awards 2023 - Emerging Talent of the Year (Industry) Finalists - Click here to vote
Phoebe Chamier - Brooks Macdonald International
Nigel Eric Soans - Investors Trust
Stuart Andrews - LGT Wealth Management
James Floyd - The UAP Group
Anuja Shah - Zurich International Life Ltd
Mahalakshmi Bala Sundar - Zurich International Life Ltd
Adam Watterson - Zurich Workplace Solutions (Middle East) Limited
II Awards 2023 - Excellence In Client Service (Advisers) Finalists - sponsored by Hansard - Click here to vote
(This Award has Regional Winners and an Overall Global Winner)
Abacus Financial Consultants LLC
Abbey Wealth
Aiva
Ally Wealth Management
Carrick Wealth
deVere Group
Holborn Assets
Hoxton Capital Management
Infinity Financial Solutions
Partners Wealth Management LLP
Skybound Wealth Management
W1 Investment Group
II Awards 2023 - Excellence In Client Service (Industry) Finalists - Click here to vote
(This Award has Regional Winners and an Overall Global Winner)
Ardan International
Canaccord Genuity
Hansard
Investors Trust
LGT Wealth Management
Qualitas Funds
RL360
The UAP Group
II Awards 2023 - Unsung Hero of the Year (Advisers) Finalists - Click here to vote
Alvin D'Souza - Compass Insurance Brokers LLC
Carol Dailly - Abbey Wealth
Nazreen Harper - Carrick Wealth
II Awards 2023 - Unsung Hero of the Year (Industry) Finalists - Click here to vote
Wilma Brown - Brooks Macdonald International
Dina Hill - Finance Isle of Man, Department for Enterprise
Katie Jones - Brooks Macdonald International
Paola Poletti - Investors Trust
Kamalesh Jethalal Somaia - Zurich International Life Ltd
Make sure that you tune in here at 4pm (UK time) on Thursday October 12, 2023 to watch the 24th Annual International Investment Awards Premiere LIVE!
