2021 WINNERS
Congratulations to the winners and highly commended of the International Investment 2021 Awards
Best International Pension Plan - Zurich International Life- International Pension Plan
Highly commended - Fairway Group
Best International Trust Product - Quilter - Lifestyle Trust
Highly commended - Canada Life Wealth Preservation Account
Best International Financial Centre - Isle of Man
Highly commended - Jersey
Best International Platform - Ardan International
Highly commended - Novia Global
Best International Discretionary Fund Manager - Tilney
Highly commended - Rathbones and LGT Vestra
Best ESG/Sustainability Fund - Nordea Asset Management - Nordea 1 -North American Stars Equity Fund
Highly commended - Fisher investments Institutional Group - Emerging Markets Responsibility Equity Ex-Fossil Fuels Strategy
NEW: Contribution to Diversity and Inclusion (Advisers) - Beverley Yeomans, deVere Group
Highly commended - Michele Carby, Holborn Assets
NEW: Contribution to Diversity and Inclusion (Industry) - Canada Life
Highly commended - AG2R La Mondiale and Fairway Group
Excellence in Sustainability (Advisers) - Partners Wealth Excellence in Sustainability (Industry) - LGT Vestra
Best Family Office - MBMG Group Family Office
Highly commended - Wimmer Family Office
Best International Savings Plan - Investors Trust - S&P 500 Index
Highly commended - RL360- Regular savings Plan and Canada Life - Offshore Savings Account
Best International Portfolio Bond - Premier Account - Canada Life International
Highly commended - Investors Trust - Access Portfolio
Excellence in Trust and Estate Planning - Canada Life International
Highly commended - Quilter International
Excellence in Private Banking - Standard Bank Offshore Group
Excellence in Fintech/Best Fintech Innovation (Advisers) sponsored by Isle of Man Finance - DeVere Group
Highly commended- VFS International Ltd Excellence in Fintech/
Best Fintech Innovation (Industry) sponsored by Isle of Man Finance - Hansard
Highly commended - Investors Trust
International Campaign of the Year- RL360 and Finance Isle of Man
Best International Fund Group - Wisdom Tree
Highly commended - Momentum Global Investment Management
Best International Life Group (UK) - Canada Life international Highly commended: Quilter International
Best International Life Group (Non-UK) - IFGL
Highly commended: Quilter International
Best Protection Plan - Zurich International Life - Futura and Friends Provident International -
International Protector Middle East
Highly commended - Canada Life - CanProtect Whole of Life
Best IPMI Provider - Aetna International
Excellence in Client Service (By Region) - Advisers, sponsored by Hansard
Overall winner - Holborn Assets
Highly commended - DeVere Group
Regional winners are:
Aiva - Latin America
Abacus Financial Consultants - Middle East
Atlas Wealth - Australia
DeVere Group - Europe
Holborn Assets - Asia
Holborn Assets - Africa
Hoxton Capital Management - UK
(By Region)
Excellence in Advisory Best Practice (By Region)
Overall Winner - Abacus Financial Consultants
Highly commended - Partners Wealth
Regional winners are:
Abacus Financial Consultants - Middle East
Finsbury Associates - Europe
DeVere Acuma - Latin America
Holborn Assets - Asia
Carrick Wealth - Africa
Partners Wealth - UK
Excellence in Client Service (By Region), Industry
Overall winner - Investors Trust
Highly commended - RL360 and Hansard
Regional winners are:
RL360 - Latin America
Hansard - Asia
Momentum Investment Management - UK
Qualitas Equity Funds - Europe
Standard Bank International Personal Banking - Africa
European Fund Selector of the Year - Evangelos Assimakos, Rathbones Brothers
Highly commended - Robert Wilson, Sarasin & Partners (previously Quilter Cheviot)
Emerging Talent of the Year (Advisers) - Greg Miller, Holborn Assets
Highly commended - Carl Turner, Infinity Solutions
Emerging Talent of the Year Award (Industry) - Michael Moss, LGT Vestra
Highly commended - Paris Jordan, Waverton Asset Management
Personality of the Year (Advisers) - Nigel Green, CEO and Founder, deVere Group
Highly commended - Trevor Keidan, Infinity Solutions
Personality of the Year (Industry) - David Kneeshaw, IFGL
Highly commended - Tony Allan, head of business development, LGT Vestra