PORTFOLIO ADVISER

WEALTH MANAGER AWARDS 2019

Entries are now open

THE AWARDS

The PA Wealth Manager Awards gathers the great and good from the industry to recognise excellence in wealth management – and this year we have added three new categories: Best Diversity Initiative, ESG Innovator and Digital Innovation.

Platinum and gold awards are handed out to large firms – those with more than £3bn under management – and boutiques for their cautious, balanced and aggressive portfolios.

SUBMISSIONS

Submitting in the Cautious, Balanced and Aggressive Portfolio categories is a two-step process.

The first step gives wealth managers the chance to pitch exactly how they would manage a client’s wealth based on separate scenarios via a series of set questions.

For the second part, wealth managers submit performance data with summary analysis from Enhance Group.

The three awards added to the roster this year are Best Diversity Initiative, ESG Innovator and Digital Innovation.

For these awards, wealth managers answer a series of set questions designed to determine how they have implemented diversity, ESG and digital initiatives at their firms to the benefit of their business and clients – and why.

The awards, sponsored by Schroders and in association with Enhance, are presided over by an independent judging panel who provide their own expertise in wealth manager selection.

This panel includes experienced individuals from leading financial planners, law firms, accountancy practices, consultancy businesses and trust companies, who all have experience placing private client investment mandates with wealth management firms.

The deadline for entries is Friday 31 May 2019. 

DOWNLOAD AND ENTER

If you would like to enter any of these categories, please download the relevant entry files below and apply on the ENTER NOW tab, where you can upload completed submissions and supporting material. If you are submitting for more than one portfolio category, please submit a separate portfolio data entry form each time.

AGGRESSIVE PORTFOLIO

PLATINUM & GOLD AWARDS

BALANCED PORTFOLIO

PLATINUM & GOLD AWARDS

CAUTIOUS PORTFOLIO

PLATINUM & GOLD AWARDS

best diversity initiative

PLATINUM & GOLD AWARDS

digital innovation

PLATINUM & GOLD AWARDS

esg innovator

PLATINUM & GOLD AWARDS