The 25th Annual II Awards 2024 will be revealed today as our special TV show to be broadcast/premiered here at 4pm UK time today (Thursday October 10, 2024).
The shortlist for the awards, seen as the Oscars of the cross border financial advice and products world, is listed below.
Best Employee Benefits Solutions
AHR Group
JTC Group
Skybound Wealth Management
Zurich Integrated Benefits
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
Ardan 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 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
Best Protection Provider
The results of 25th Annual II Awards 2024 will be premiered on the II and also on IA home pages at 4pm today (Thursday October 10, 2024).
