II Awards - Agenda

The 25th annual II Awards 2024 will be premiered globally on the II website home page on Thursday October 10, at 4pm (UK time).

Our special TV show to be broadcast/premiered here at 4pm UK time today (Thursday October 10, 2024).

Click here or on the image below to watch this premiere

We are extremely grateful to the sponsors of this year's event. Without their support this event would not be the same.

Thank you to Hansard once again sponsor the Excellence In Client Service Awards (Advisers),

Thank you to IFGL who sponsor the Best Emerging Talent (Advisers) category.

Thank you to Finance Isle of Man sponsor both the Best Employee Benefits Solutions Award and the Excellence in Innovation in Financial Centres Awards.

And let but not least thank you to Utmost who once again are sponsors of the Excellence in Advisory Best Practice Awards

The shortlisted entrants of the 25th Annual II Awards 2024 are listed below.

The results will be broadcast/premiered in a special TV show on the II and IA home pages at 4pm on Thursday October 10, 2024.

Best Employee Benefits Solutions

AHR Group

JTC Group

Skybound Wealth Management

Zurich Integrated Benefits & International Life

Best ESG/Sustainability Fund

Capital International Group, Fusion ESG

KBI Global Investors, KBIGI Circular Economy Strategy

Rathbone Asset Management, Rathbone SICAV Ethical Bond Fund

Best Fintech Innovation

Hoxton Wealth

Skybound Wealth Management

Zurich Workplace Solutions

Best International Discretionary Fund Manager

Evelyn Partners

LGT Wealth Management

Rathbone Investment Management

Best International Financial Centre

Guernsey

Isle of Man

Jersey

Best International Fund Group

Canaccord Genuity Wealth Management

Marlborough Group

VAM Funds

Best International Pension Product

IFGL Pensions, The IFGL SIPP

Zurich Integrated Benefits, International Pension Plan

The UAP Group

Best International Platform

Arden International

AI Insights Platform - Aisot Technologies

Capital International Group

Novia Global

Best International Portfolio Bond

Access Portfolio

RL360 PIMS

Premiere Account – Canada Life

Global Select

Best International Life Protection Plan

IPME+ - Friends Provident International Limited

Zurich International Group Risk Solution - Zurich Integrated Benefits and International Life

Continental Life

Best International Pension Provider

AllTrust/The UAP Group

IFGL Pensions

JTC Group

II 25th Anniversary Special Award

Aspida Group

Blacktower FM

Holborn Assets

Infinity Financial Solutions

International Financial Group Limited

Investors Trust

Isle of Man

Zurich Integrated Benefits & International Life

Best International Savings Plan

Offshore Savings Account - Canada Life International

JTC Streamliner - JTC

Regular Savings Plan – RL360

S&P 500 Index – Investor Trust

Best International Trust Product

Alltrust Family Pension Trust (FPT) - AllTrust/The UAP Group

Wealth Preservation Account - Canada Life International

Best Protection Provider

Continental Group

Zurich Integrated Benefits and International Life

Best International Life Group (Non-UK)

IFGL

Utmost Group

Best International Life Group (UK)

Canada Life International

Utmost Group

Contribution to Diversity & Inclusion Award

AG2R LA MONDIALE

Geraldine McTavish - Abbey Wealth

LGT Wealth Management

Private Client Consultancy

Standard Bank Offshore

International Campaign of the Year

Abbey Wealth

AXA IM Select

Canada Life International

Fidelity International

Forth Capital

Hoxton Wealth

Isle of Man for Life

International DFM Fund/Product of the Year

LGT Wealth Management - International Model Portfolio Service

Marlborough - Ireland-domiciled multi-asset portfolio range

Rathbone Asset Management/Rathbone SICAV Ethical Bond Fund

Excellence in Trust and Estate Planning

AllTrust/The UAP Group

International Financial Group Limited

Wealth Preservation Account – Canada Life International

Excellence in Sustainability

AG2R LA MONDIALE

International Financial Group Limited

JTC Group

KBI Global Investors

LGT Wealth Management

Zurich Integrated Benefits & International Life

Best Emerging Talent (Advisers) – sponsored by IFGL

Ravinder Gill - Hoxton Wealth

Luke Mortimer-Westbury - AHR Group

Pablo Ostrick - Holborn Pass

Ryan Gilburt - Carrick Wealth

Seana Corr - deVere Group

William Gray – Infinity Financial

Carlos Pombo Lambrechts - Investors Trust

Excellence in Advisory Best Practice (by region) - sponsored by Utmost

Abbey Wealth

AHR Group

Aiva

Black Swan Capital BV

BMP Wealth Limited

Carrick Wealth

Continental Insurance Brokers LLC and Continental Financial Services

deVere Group

Forth Capital

Holborn Assets

Hoxton Wealth

Infinity Financial Solutions

Partners Wealth Management LLP

Skybound Wealth Management

TallRock Capital Pte Ltd

Excellence in Client Service (by region) - Advisers 

Abbey Wealth

AHR Group

Aiva

Carrick Wealth

deVere Group

Holborn Assets

Hoxton Wealth

Infinity Financial Solutions

Partners Wealth Management LLP

Skybound Wealth Management

TallRock Capital Pte Ltd

Excellence in Client Service (by region) - Industry

Ardan International

Black Swan Capital BV

Hansard

Investors Trust

LGT Wealth Management

Marlborough

Qualitas Funds

Excellence in Fintech - sponsored by Finance Isle of Man

Cadro

deVere Group

Hansard

Hoxton Wealth

Investors Trust

Jacobi

*Excellence in Fintech  - sponsored by Finance Isle of Man will feature winners for both Industry and Advisers categories

Unsung Hero Award

Ashok Sardana – The Continental Group

Bryan Austen - Carrick Wealth

Jinkie De Leon- Investors Trust

Joshua Thomas - AHR Group

Paul Dodd – Infinity Financial

Paul Tate - Hoxton Wealth

Personality of the Year (Advisers)

Chris Ball – Hoxton Wealth

Victor France - Abbey Wealth

Nigel Green - deVere Group

Trevor Keidan – Infinity Financial Solutions

Simon Parker - Holborn Assets

John Westwood – Blacktower FM

Personality of the Year (Industry)

James Floyd - AllTrust/The UAP Group

David Kneeshaw - IFGL

Ashok Sardana - ContinentalGroup

Nathan Sweeney - Marlborough

Company of the Year (Advisers)

Blacktower FM

Hoxton Wealth

Infinity Financial Solutions

Partners Wealth Management LLP

Skybound Wealth Management

Company of the Year (Industry)

 International Financial Group Limited (IFGL)

Investors Trust

Marlborough

Standard Bank Offshore

Utmost Group

** Shortlists/Finalists  for the following awards to be revealed at the awards ceremony

Excellence in Innovation within International Financial Centres - sponsored by Finance Isle of Man,

Excellence in Private Banking

Best Emerging Talent (Industry)

European Fund Selector of the Year

Excellence in Trust and Estate Planning

Excellence in Citizenship Services

 The results of 25th Annual II Awards 2024 will be premiered on the II and IA home pages at 4pm on Thursday October 10, 2024.