A special award to a person from the provider or adviser communities who has made a sustained significant contribution to developing the sector, its products and services to clients.
A special award to a person from the provider or adviser communities who has made a sustained significant contribution to developing the sector, its products and services to clients.
A special award to any business in the sector that has made a sustained significant contribution to developing the market and enhancing its overall reputation. This could include how a business has responded to the challenges of the Covid-19 pandemic.
Open to groups that provide international trust and estate planning products cross-border. In judging the panel will take into account reason why the service was launched, target market, client service and adviser support, as well as recent enhancements and innovations.
Open to product and service providers offering international health insurance policies, recognising the companies that have updated their policies in line with changing customer needs, expectations and demands amid rising medical costs.
Any platform offering services internationally that can demonstrate high levels of service across a broad product range, consistent analytical, technological and product innovation. A strong focus on adviser support is essential.
Open to life groups that specifically target the UK. The panel will take into account growth of the business, range of products, support to target markets, level of service, technology, recent product enhancements, involvement at industry level.
Open to life groups that provide products and services to those living and working abroad outside the UK. The panel will take into account growth of the business, range of products, support to target markets, level of service, technology, recent product enhancements, involvement at industry level.
Open to law firms which focus on cross-border or international private client work.
Any group offering a range of cross-border funds (that can demonstrate outstanding performance, consistent high quality service to advisers and innovative responses to client requirements. There will be separate awards for large and small groups. The shortlists and winners for this category will be drawn up using quantitative analysis provided by Morningstar.
Open to those working for international product and service providers who are excelling in their chosen career, making a valuable contribution to their employer and/or to the wider international financial services market while achieving above and beyond expectations at a young age.
Open to international finance centres. In judging the panel will take into account enabling legislation, involvement at local and international level, future growth prospects and initiatives.
Open to discretionary fund managers offering services on an international basis. The panel will take into account the growth of business, and range of products and services offered, including levels of service, use of technology and recent enhancements. Create trust with clients through clear strategies, transparent reporting, consistent market leading performance.
Open to licensed full service commercial banks, retail banks and digital lenders operating across international markets which can demonstrate excellence in strategic initiatives, technology, new products and services, and sustainability.
Open to accountancy firms operating internationally across jurisdictions which have excelled in providing services to private clients.
Open to product and service providers located in and/or operating in regions across the world, which have adopted best practices on behalf of their clients. Sub-categories will cover Africa, Asia, Europe, Lat Am, Middle East, Rest of World, UK and Overall Winner.
An award for positive, focused responses to the growing demand from advisers and their clients for products offering alignment with robust ESG objectives and criteria. Open to fund management groups, life and pensions providers and other providers of offshore investment products.
Open to all wealth management companies offering private banking services and products. This award is intended to recognize service levels that go above and beyond the norm.
Open to groups that provide general savings plans that offer international investment solutions for a variety of requirements. The panel will take into account reason why the product was launched, target market, product benefits and recent enhancements.
Open to groups that provide life assurance protection plans. The panel will take into account reason why the product was launched, target market, product benefits and recent enhancements.
Open to groups that provide offshore or international portfolio bond products cross-border. The panel will take into account reason why the product was launched, target market, product benefits and recent enhancements.
Open to groups that offer international pension products to the UK and/or the ex-UK market, offering excellence in pensions, target market, benefits, service, technology and recent enhancements.
Open to a sole practitioner, a discrete family business advisory practice within a firm, lawyers, accountants or a dedicated family advisory firm navigating cross-jurisdictional issues that arise in family businesses.
Open to funds with a minimum three-year track record on 31 January 2025 and must be at least £10m in size, excelling in performance objectives and benchmark, strength of team and sustainable investment process.
Open to all product and service providers in the international advisory market. Innovation, ease of use, enhanced customer service and quality of information delivered digitally will be the key features of successful entries. They should be able to demonstrate increased customer engagement and positive feedback using appropriate digital solutions.
All votes must be active subscribers to International Adviser