II Awards 2023 Finalists/Shortlist revealed

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!

 

 

 

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