II Awards 2024 Archives | International Adviser https://international-adviser.com/tag/ii-awards-2024/ The leading website for IFAs who distribute international fund, life & banking products to high net worth individuals Fri, 11 Oct 2024 07:42:13 +0000 en-US hourly 1 https://wordpress.org/?v=6.7.1 https://international-adviser.com/wp-content/uploads/2022/11/ia-favicon-96x96.png II Awards 2024 Archives | International Adviser https://international-adviser.com/tag/ii-awards-2024/ 32 32 II Awards 2024 winners and highly commended revealed https://international-adviser.com/ii-awards-2024-winners-and-highly-commended-revealed/ Fri, 11 Oct 2024 07:42:13 +0000 https://international-adviser.com/?p=310539 Investment International hosted a live event in Covent Garden, London yesterday to celebrate 25 years of the II Awards with selected guests watching the video revealing all this year’s winners as it got broadcast around the world at 4pm on 10 October. 

The full list of II Awards 2024 winners and highly commended, plus those shortlisted, is revealed below.

Congratulations from the G&M Media Limited team to all of you, especially during this complex and challenging year!

Best ESG/Sustainability Fund
Capital International Group, Fusion ESG
KBI Global Investors, KBIGI Circular Economy Strategy
Rathbone Asset Management, Rathbone SICAV Ethical Bond Fund

Highly Commended
Capital International Group, Fusion ESG

Winner
KBI Global Investors, KBIGI Circular Economy Strategy

Best Fintech Innovation
Hoxton Wealth
Skybound Wealth Management
Zurich Workplace Solutions

Highly Commended
Hoxton Wealth

Winner
Zurich Workplace Solutions

Best International Discretionary Fund Manager
Evelyn Partners
LGT Wealth Management
Rathbone Investment Management

Highly Commended
LGT Wealth Management

Winner
Rathbone Investment Management

Best Employee Benefits Solutions (Advisers)- sponsored by Finance Isle of Man

Highly Commended
Skybound Wealth Management

Winner
AHR Group

Best Employee Benefits Solutions (Industry) – sponsored by Finance Isle of Man

Highly Commended
JTC Group

Winner
Zurich Integrated Benefits & International Life

Best International Financial Centre
Guernsey
Isle of Man
Jersey

Highly Commended
Jersey

Winner
Isle of Man

Best International Fund Group
Canaccord Genuity Wealth Management
Marlborough Group
VAM Funds

Highly Commended
Marlborough Group

Winner
Canaccord Genuity Wealth Management

Best International Pension Product
The UAP Group
IFGL Pensions, The IFGL SIPP
Zurich Integrated Benefits, International Pension Plan

Highly Commended
IFGL Pensions, The IFGL SIPP

Winner
Zurich Integrated Benefits, International Pension Plan

Best International Portfolio Bond
Access Portfolio – Investors Trust
RL360 PIMS – RL360
Premiere Account – Canada Life
Global Select – Hansard

Highly Commended
Global Select – Hansard

Winner
Premiere Account – Canada Life

Best International Life Protection Plan
Continental Life
IPME+ – Friends Provident International Limited
Zurich International Group Risk Solution – Zurich Integrated Benefits
and International Life

Highly Commended
Zurich International Group Risk Solution – Zurich Integrated Benefits
and International Life

Winner
IPME+ – Friends Provident International Limited

Best International Pension Provider
AllTrust/The UAP Group
IFGL Pensions
JTC Group

Highly Commended
JTC Group

Winner
IFGL Pensions

Best International Platform
Ardan International
AI Insights Platform – Aisot Technologies
Capital International Group
Novia Global

Highly Commended
Ardan International

Winner
Capital International Group

II 25th Anniversary Special Award
Aspida Group
Blacktower Financial Management
Holborn Assets
Infinity Financial Solutions
International Financial Group Limited
Investors Trust
Isle of Man
Zurich Integrated Benefits & International Life

II 25th Anniversary Special Award (Advisers)

Highly Commended
Blacktower Financial Management

Winner
Holborn Assets

II 25th Anniversary Special Award (Industry)

Highly Commended
Investors Trust

Winner
Isle of Man

Best International Savings Plan
Offshore Savings Account – Canada Life International
JTC Streamliner – JTC
Regular Savings Plan – RL360
S&P 500 Index – Investor Trust

Highly Commended
Offshore Savings Account – Canada Life International

Winner
S&P 500 Index – Investors Trust

Best International Trust Product

Highly Commended
Alltrust Family Pension Trust (FPT) – Alltrust

Winner
Wealth Preservation Account – Canada Life International

Best Protection Provider

Highly Commended
Continental Group

Winner
Zurich Integrated Benefits and International Life

Best International Life Group (Non-UK)
IFGL
Utmost Group

Winner
IFGL

Best International Life Group (UK)
Canada Life International
Utmost Group

Winner
Utmost Group

Contribution to Diversity & Inclusion Award
AG2R LA MONDIALE
Geraldine McTavish – Abbey Wealth
LGT Wealth Management
Private Client Consultancy
Standard Bank Offshore

Highly Commended
Standard Bank Offshore

Winner (Company)
LGT Wealth Management

Winner (Individual)
Geraldine McTavish – Abbey Wealth

Excellence in Trust and Estate Planning
AllTrust/The UAP Group
International Financial Group Limited
Wealth Preservation Account – Canada Life International

Highly Commended
International Financial Group Limited

Winner
AllTrust/The UAP Group

 

International Campaign of the Year
Abbey Wealth
AXA IM Select
Canada Life International
Fidelity International
Forth Capital
Hoxton Wealth
Isle of Man for Life

Highly Commended
Isle of Man for Life

Joint Winner
Fidelity International
Forth Capital

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

Winner
QB Partners

Excellence in Private Banking

Winner
Standard Bank

European Fund Selector of the Year

Highly Commended
Carlos Garcia – Qualitas Funds

Winner
Thomas Ashwood – AXA Investment Management

Excellence in Citizenship Services

Winner
Holborn Pass – Citizenship and Residency by Investment

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

Highly Commended
Rathbone Asset Management/Rathbone SICAV Ethical Bond Fund

Winner
Marlborough – Ireland-domiciled multi-asset portfolio range

Excellence in Sustainability
AG2R LA MONDIALE
International Financial Group Limited
JTC Group
KBI Global Investors
LGT Wealth Management
Zurich Integrated Benefits & International Life

Highly Commended
International Financial Group Limited (IFGL)

Winner/s
LGT Wealth Management
Zurich Integrated Benefits & International Life

Best Emerging Talent – 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

Best Emerging Talent (Advisers) – sponsored by IFGL

Highly Commended
Seana Corr – deVere Group

Winner
Pablo Ostrick – Holborn Pass

Best Emerging Talent (Industry)

Highly Commended
James Floyd – AllTrust/The UAP Group
Rachel Meadows – IFGL Pensions

Winner
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

Regional Winners

Africa – Carrick Wealth
Asia – TallRock Capital Pte Ltd
Europe – Abbey Wealth
Latin America – Aiva
Middle East – AHR Group
Rest of the World – Forth Capital
United Kingdom – Hoxton Wealth

Global Highly Commended
Hoxton Wealth

Global Winner
AHR Group

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

Regional Winners

Africa – Holborn Assets
Asia – Holborn Assets
Europe – Black Swan Capital
Latin America – Aiva
Middle East – Skybound Wealth Management
Rest of the World – Skybound Wealth Management
United Kingdom – Hoxton Wealth

Global Highly Commended
Holborn Assets

Global Winner
Skybound Wealth Management

Excellence in Client Service (by region) – Industry

Ardan International
Hansard
Investors Trust
LGT Wealth Management
Marlborough
Qualitas Funds

Regional Winners

Africa – Marlborough
Asia – Hansard
Europe – LGT Wealth Management
Latin America – Investors Trust
Middle East – Ardan International
Rest of the World – Ardan International
United Kingdom – Marlborough

Global Highly Commended
Ardan International

Global Winner
Investors Trust

Excellence in Fintech
Cadro
deVere Group
Hansard
Hoxton Wealth
Investors Trust
Jacobi

Excellence in Fintech (Advisers)

Highly Commended
Hoxton Wealth

Winner
deVere Group

Excellence in Fintech (Industry)

Highly Commended
Investors Trust

Winner
Hansard

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

Unsung Hero Award (Advisers)

Highly Commended
Paul Dodd – Infinity Financial Solutions

Winner
Joshua Thomas – AHR Group

Unsung Hero Award (Industry)

Highly Commended
Ashok Sardana – The Continental Group

Winner
Jinkie De Leon- Investors Trust

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

Judges Special Award
1.    Chris Ball – Hoxton Wealth
2.    John Westwood – Blacktower FM
3.    Simon Parker – Holborn

II/IA Readers Award
1.    Simon Parker – Holborn
2.    Nigel Green – deVere Group
3.    Chris Ball – Hoxton Wealth

Highly Commended (Overall)
Chris Ball – Hoxton Wealth

Winner (Overall)
Simon Parker – Holborn

Personality of the Year (Industry)
James Floyd – AllTrust/The UAP Group
David Kneeshaw – IFGL
Ashok Sardana – ContinentalGroup
Nathan Sweeney – Marlborough

Judges Special Award
1.    David Kneeshaw – IFGL
2.    Nathan Sweeney – Marlborough
3.    James Floyd – AllTrust/The UAP Group

II/IA Readers Award
1.    David Kneeshaw – IFGL
2.    James Floyd – AllTrust/The UAP Group
3.    Nathan Sweeney – Marlborough

Highly Commended (Overall)
James Floyd – AllTrust/The UAP Group

Winner (Overall)
David Kneeshaw – IFGL

Company of the Year (Advisers)
Blacktower FM
Hoxton Wealth
Infinity Financial Solutions
Partners Wealth Management LLP
Skybound Wealth Management

Judges Award
Blacktower FM
Hoxton Wealth

II/IA Readers Award
Skybound Wealth Management

Winner (Overall)
Hoxton Wealth

Company of the Year (Industry)
International Financial Group Limited (IFGL)
Investors Trust
Marlborough
Standard Bank Offshore
Utmost Group

Judges Award
Investors Trust
Utmost Group

II/IA Readers Award
International Financial Group Limited (IFGL)

Highly Commended (Overall)
Investors Trust

Winner (Overall)
International Financial Group Limited (IFGL)

 

 

 

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Excitement builds as thousands vote in biggest ever II Awards https://international-adviser.com/excitement-builds-as-thousands-vote-in-biggest-ever-ii-awards/ Thu, 03 Oct 2024 12:11:40 +0000 https://international-adviser.com/?p=310217 The readers vote part of the Investment International Awards finishes tomorrow (Friday October 4, at 5pm UK time) with thousands of votes already cast with subscribers of II and IA jumping at the chance to have their say in who wins some of the biggest awards in the prestigious II Awards 2024,

II Awards 2024 – which will be beamed live across the globe on October 10, 2024 at 4pm UK time – is now in its 25th year and is the longest running and among the most prestigious of awards for UK and international wealth management and the cross-border financial services and advice industry.

Shortlisting for the awards for all categories (see full list here) is now complete and all shortlisted entrants will be notified ahead of the event. Readers voting (see list below) finishes tomorrow here and on II’s sister title International Adviser. Final judging on all awards will be concluded on Monday, ahead of the big Premiere event next Thursday 10th October at 4pm.

Importantly, all votes will only be valid from subscribers to Investment International’s newsletter. Click here to subscribe.

Sponsors of this year’s event include Hansard who once again sponsor the Excellence In Client Service Awards (Advisers), IFGL who sponsor the Best Emerging Talent (Advisers) category. Finance Isle of Man sponsor both the Best Employee Benefits Solutions Awardand the Excellence in Innovation in Financial Centres Awards. Utmost once again are sponsors of the Excellence in Advisory Best Practice Awards.

II Awards 2024 Readers Voting List (voting finishes Friday October 4, at 5pm UK time):

Click here to vote and to view the shortlisted candidates for the II Awards 2024 Personality of The Year (Advisers)

Click here to vote and to view the shortlisted candidates  for the II Awards 2024 Personality of The Year (Industry)

Click here to vote and to view the shortlisted candidates for the  II Awards 2024 Unsung Hero

Click here to vote and to view the shortlisted candidates for the  II Awards 2024 – Best Emerging Talent of the Year (Advisers) – sponsored by IFGL

Click here to vote and to view the shortlisted candidates for the  II Awards 2024 – Excellence in Client Service (Advisers) – sponsored by Hansard

Click here to vote and to view the shortlisted candidates for the  II Awards 2024 – Excellence in Client Service (Industry)

Click here to vote and to view the shortlisted candidates for the II Awards 2024 – Company of the Year (Advisers) – Sponsored by RL360

Click here to vote and to view the shortlisted candidates for the  II Awards 2024 – Company of the Year (Industry)

All entries and subsequent votes will only be valid from subscribers to Investment International’s newsletter. Click here to subscribe.

The full shortlist of the additional awards categories will be printed here and on our sister title IA later today.

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25th Annual II Awards 2024 enters judging phase with readers votes set to go live tomorrow https://international-adviser.com/25th-annual-ii-awards-2024-enters-judging-phase-with-readers-votes-set-to-go-live-tomorrow/ Mon, 23 Sep 2024 11:11:04 +0000 https://international-adviser.com/?p=309813 Entries for the 25th Anniversary Investment International Awards 2024 are now closed and the awards has entered the shortlisting period with readers votes set to go live tomorrow here on II and for the first time to all readers of II’s sister title International Adviser. 

Readers of both II and IA will be able to vote for their favourites here on II and IA from tomorrow Tuesday September 24, 2024 for a period of 10 days (finishing at 5pm on Friday October 4, 2024) ahead of the II Awards 2024 ceremony which will be screened live to our global audience on October 10, 2024.

The awards, seen by many as the Oscars of the international cross-border financial services world, honours both providers of funds, services and products as well as advisers, brokers and wealth managers.

Sponsors of this year’s event include Hansard who once again sponsor the Excellence In Client Service Awards (Advisers)IFGL who sponsor the Best Emerging Talent (Advisers) category. Finance Isle of Man sponsor both the Best Employee Benefits Solutions Award and the Excellence in Innovation in Financial Centres AwardsUtmost once again are sponsors of the Excellence in Advisory Best Practice Awards.

Shortlisting for the awards has begun and all shortlisted candidates will be notified in the next few days. Readers voting takes place from tomorrow on here and on IA with all relevant categories announced. Judging on all awards will also take place across the next two weeks.

The II Awards 2024 ceremony will premiered globally and to celebrate the awards 25th anniversary a special screening and awards presentation drinks will be held for sponsors and invited guests in London on October 10, 2024. The awards will also be simultaneously premiered and broadcast on II and also for the first time on II’s sister title International Adviser.

II and IA Publisher Gary Robinson, pictured left promised an event to remember in what is biggest awards yet. “Our format of producing a premiered TV programme style event, that is simultaneously broadcast across the globe, has been extremely well-received in the last 4 years. It allows our readers and viewers across many jurisdictions to be part of this truly global event.

“And the addition of the special VIP screening drinks event in London in recent years has been welcomed as an industry bash not to be missed.”

“This year we will also be presenting some of the key awards trophies in person at the event, with many of the remaining awards either delivered and/or presented in person to winners at our international events with weeks of the event.”

All entries and subsequent votes will only be valid from subscribers to Investment International’s newsletter. Click here to subscribe.

Click here to view last year’s event.

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