Revealed: The shortlists for the 2020 PA Wealth Partnership Awards

Fund selectors from BMO Global, Brewin Dolphin, Morningstar, Premier Miton and Rathbones are all in the running to win the Fund Selection Team of the Year accolade in Portfolio Adviser’s inaugural Wealth Partnership Awards. The admittedly not-so-short shortlist for one of our centrepiece awards is completed by Apollo, EQ Investors, Financial Express, Investec, Quilter Cheviot and Smart IM.

The Wealth Partnership Awards have been designed to recognise and reward excellence across key elements of the UK’s wealth and asset management businesses – including, crucially, where the two sectors work together in partnership to generate wealth for end-investors.

Earlier this year, Portfolio Adviser invited nominations for individuals, teams and companies in the wealth and asset management sectors who our readers believe have gone the extra mile over the last year or so. The hundreds of nominees were then asked to complete a short questionnaire outlining why they ought to win and our shortlists were created on the strength of these. Over the coming weeks, two expert panels of judges will decide the identities of the winners.

As you can see below, the other wealth management shortlists are for Rising Star (individual), Rising Star (business) and ESG Advocate, which is open to businesses, teams and individuals. There is no shortlist for the headline Wealth Manager of the Year (business) accolade, with the winner being announced on the night.

Investment Team of the Year

Turning to the asset management element of the Wealth Partnership Awards, fund managers from Baillie Gifford, Franklin Templeton, Gresham House, Lightman IM, Murdoch AM, Ninety One, Rathbone Brothers and Vontobel AM make up the shortlist for the Investment Team of the Year award. The other asset management shortlists are for Distribution Team of the Year and ESG Advocate while, again, there is no shortlist for the Asset Manager of the Year (business) accolade, with the winner announced on the night.

Completing the awards are a combined Marketing/Digital Initiative of the Year category open to both wealth and asset managers and we will also reveal the recipients of our Contribution to Inclusivity and Contribution to Wellbeing on the night.

Originally due to happen this month, the Wealth Partnership Awards have been pushed back to 30 November as a result of the lockdown. For more details on the occasion, including how to book a table, wealth managers should contact Georgina Westlake while asset managers should contact Samantha Harris

PAWPAs 2020 Shortlists

Wealth Management


WM Fund Selection Team of the Year      

Apollo Multi Asset Management

BMO Global Asset Management UK

Brewin Dolphin

EQ Investors

Financial Express Investments

Investec Wealth & Investment

Morningstar Investment Management Europe

Premier Miton

Quilter Cheviot

Rathbone Brothers

Smart IM

WM Rising Star (business)

Financial Express Investments

GDIM

North Capital Management

TAM Asset Management

Tindle Wealth

WM Rising Star (individual)

Eamonn Amro – Brewin Dolphin

Joshua Biele – Aviva Investors

Joseph Cornwall – GBIM

James Daley – DWS

Alejandro Gonzalez – JP Morgan WM

Ben Johnson – Charles Stanley

Paris Jordan – Sanlam UK

Jason Lacey – Credit Suisse

David Morcher – Saunderson House

WM ESG Advocate

Aberdeen Standard Investments – Matthew Wiles

Aviva Investors – Manager Research Team

Efficient Portfolio

GBIM – Fran Hamer

Portfolio Metrix

Square Mile Investment Services

Stanhope Capital – Sophie Outhwaite

Tilney – Zoe Deady

Wealth Manager of the Year (business)

No shortlist – the winner will be announced on the night

Asset Management

AM Investment Team of the Year

Baillie Gifford – US Equity Team

Franklin Templeton – UK Equity Team

Gresham House – Equity Funds Team

Lightman IM – European Equities Team

Murdoch AM – Investment Team

Ninety One – Global Environment Team

Rathbone Brothers – Multi Asset Portfolio Funds Team

Vontobel AM – Mtx Sustainable Leaders Team

AM Distribution Team of the Year

Montanaro

Morgan Stanley IM

Natixis IM

Rathbone Brothers

RWC Partners

Wisdom Tree

AM ESG Advocate

Alquity

BNP Paribas AM

Federated Hermes

Ninety One – Global Environment Team

Vontobel AM – Mtx Sustainable Leaders

Asset Manager of the Year (business)

No shortlist – the winner will be announced on the night

Combined categories

Marketing/Digital Initiative of the Year

Jupiter Asset Management – Asian Income Focus

Multrees Investor Services – Evolution of digital platform

Ninety-One – Renaming and rebranding

Smith & Williamson – Family Business Survey campaign 2019/20

Contribution to Inclusivity

A special award will be made on the night

Contribution to Wellbeing

A special award will be made on the night

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