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)
