2019 Finalists & Winners

Proposition Development

Blackfinch - Wealth Managed Portfolio Service (MPS)

Hermes Investment Management - Hermes SDG Engagement Equity - WINNER

HSBC Asset Management - HSBC Global Managed Portfolio Service

Pictet Asset Management - Pictet-SmartCity

PortfolioMetrix - Mass Portfolio Customisation

Thesis Asset Management - Managed Income Service

Campaign Innovation

Investment 20/20 with 2112 Communications - highly commended

Aviva Investors - Responsible Investing Campaign

BlackRock - iShares LifeCycle Marketing Programmes

BMO Global Asset Management - 150th Anniversary

Quilter Cheviot - Dementia

Schroders - MoneyLens - WINNER

Thought Leadership Work

BMO Global Asset Management - F&C Investment Trust 150th Anniversary Lecture and Dinner

BNY Mellon Investment Management - Future24

Hermes Investment Management - ESG investing: a social uprising

Manulife Asset Management with John Hancock Investments - Global Intelligence

MJ Hudson - Passports

Sarasin & Partners - Are oil and gas companies overstating their position

Schroders - Inescapable Truths

Zurich with Teamspirit - The Psychology of Finances - WINNER

Standard Life Aberdeen with the lang cat - Welcome To Wherever You Are - highly commended

The Scottish Investment Trust - Unique to the Scottish

Fidelity with Teamspirit - Women and Money Innovation Labs

Most Innovative Events

BMO Global Asset Management - Programme of events 2018-19 - highly commended

Fidelity with Teamspirit - Women and Money Innovation Labs - WINNER

Gravis - Widnes Event

GrowthInvest - Adviser Hour

M&G Investments with Arthur London - Annual Investment Forum 2019

NextWealth - NextWealth Live

Nucleus Financial - Annual Conference

Quilter Cheviot - Paraplanner Roadshow

Thesis Asset Management - The Experts Network (T3N)

Sponsorship of the Year

Aberdeen Standard Investments - The Ryder Cup

Baillie Gifford - Literary Sponsorship - WINNER

Insight Investment - Arts and Sciences

Best Use of Social Media

Hermes Investment Management - WINNER

Money Alive

Natixis Investment Managers - highly commended

The Scottish Investment Trust

Best Use of Data

Aberdeen Standard Investments - Attention-time metric - WINNER

M&G Investments with Arthur London and Initiative - Future of Ski Resorts

AXA Investment Managers - The Rosenberg Visualizer

Calastone with Teamspirit - Calastone Fund Flow Index: Big data revolution in fund flow insight - highly commended

Teamspirit - Link Asset Services' Dividend Monitor the

lang cat - Free the data

Best Website

Avignon Capital

Aviva Investors - WINNER

Brooks Macdonald

Gravis - highly commended

Hearthstone Investments

Insight Investment

The Scottish Investment Trust

Most Innovative Direct Consumer Proposition


PensionBee - WINNER

Tiller Investments

Digital Marketing Initiative of the Year

M&G Investments with Arthur London and Initiative - Future of Ski Resorts - highly commended

Ascot Wealth Management - Short financial videos

Quilter Cheviot - Vulnerable client's hub

Schroders - MoneyLens.com - WINNER

The Scottish Investment Trust - ISA/SIPP Campaign

Content Marketing Campaign of the Year - Institutional

BNY Mellon Investment Management - Womenomics

Hermes Investment Management with 2112 Communications - Outcomes Beyond Performance

Robeco - Sustainability Investing - WINNER

Content Marketing Campaign of the Year - Retail

Architas - Adviser points of view

Aviva Investors - AIQ

Baillie Gifford - Trust Magazine

BNY Mellon Investment Management - Agents of Change Campaign - WINNER

Brooks Macdonald - Seven Steps campaign

Columbia Threadneedle Investments - Eye of the Needle Podcast

Janus Henderson Investors - The Power of Glocal

Nucleus Financial - Illuminate

Pictet Asset Management - Thematic strategies

Rathbones with Teamspirit - Finding the key to a locked door

Open Innovation Award

Heartwood Investment Management - Dynamic Reporting

Janus Henderson Investors - Market GPS


Pensionbee - WINNER

PureGroup - XALT - Augmented Intelligence

Schroders - MoneyLens

Marketing Team of the Year

Aberdeen Standard Investments


Aviva Investors - WINNER

BMO Global Asset Management

Frostrow Capital

MSCI Real Estate

Quilter Cheviot

Schroders - highly commended

Marketer of the Year

Jenny Adamson, MSCI

Sasha Charal, Quilter Cheviot

Sam Plummer, Quilter Cheviot - highly commended

Laura Rinaldi, Avignon Capital - WINNER

Lucy White, GrowthInvest

Caitlin Williams, MSCI

Russell Wright, Hargreaves Lansdown

Sales Professional of the Year

Will Fletcher-Roberts

Sophia Papi, TwentyFour Asset Management - WINNER

Selina Tyler, Mirabaud Asset Management

Agency of the Year

Phoenix Financial PR

Teamspirit - WINNER


Corporate Social Responsibility Award

Alquity Investment Management - CSR3 - WINNER

Arabesque - Arabesque S-Ray

EQ Investors - Positive Impact Portfolios