UK PLATFORM AWARDS 2018

Schroders UK Platform Awards


Gala Dinner - 25 September 2018

Twelve years of platform awards

A record 545 people from platforms, asset managers, advisers and technology businesses attended the 2018 Schroders UK Platform Awards dinner – the 12th running of the biggest event in the investment platform and technology calendar.

The amazing turn out goes to show how vibrant this sector is today. So who were the big winners?

Nucleus demonstrated amazing consistency by picking up the big gong, Platform of the Year, for the third year running - a reward for caring about both their advisers and their end customers passionately. 7IM continue to be a serial winner, on this occasion collecting the retirement and discretionary management platform awards. The Benchmark Capital group is another repeat winner. The SEI powered Fusion Wealth platform won the wealth management award and Aspect8, the IFA in the Benchmark Capital stable, won leading adviser business yet again. Undoubtedly, the most popular winner of the night was the husband and wife team of Thomas and Thomas, Darren and Lisa, who won the leading adviser practice award - a firm that truly love their customers and their people. Their obvious joy was shared by everyone in the Hilton’s ballroom.

The other star of the night was our host of nine years, Kate Silverton, who broke her Strictly Come Dancing training regime to come and host the awards - the only corporate event she has taken on since becoming, as she describes herself ‘a trainee dancer’. Kate’s journey home was delayed as countless guests asked for selfies and wanted to chat. Bless her, she made time for everyone.

The full results are here

If you want to make sure you are there in 2019, put September 24 in your diary!

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Contact

enquiries@ukplatformawards.co.uk

At Schroders, asset management is our business and our goals are completely aligned with those of our clients - the creation of long-term value.

We have responsibility for £397.1 billion (€465.2 billion/US$490.7 billion)* on behalf of institutional and retail investors, financial institutions and high net worth clients from around the world, invested in a broad range of active strategies across equities, fixed income, multi-asset, alternatives and real estate.

We employ over 4100 talented people worldwide operating from 37 offices in 27 different countries across Europe, the Americas, Asia, Africa and the Middle East, close to the markets in which we invest and close to our clients.

Programme

Programme

Schroders UK Platform Awards
Gala Dinner - 25 September 2018

at

The London Hilton on Park Lane
22 Park Lane, London W1K 1BE

Host Kate Silverton, Radio and TV Presenter
Dress Code Black Tie

The Plan

18:45 Champagne Reception
19:30 Dinner and Entertainment
21:45 The Awards Ceremony
11:00 Cash bar
00:30 Carriages

The Awards 2018

These are the awards for 2018
Please click on award title to view criteria

  • Platform of the Year 2018

    The ultimate platform accolade for 2018

  • Best platform provider (AUM over £25 billion)

    The award for the platform with assets on platform over £25 billion.

  • Best platform provider (AUM up to £25 billion)

    The award for the platform with assets on platform up to £25 billion.

  • Dynamic Planner best platform for adviser service

    Adviser votes on the quality of adviser service

  • Leading adviser business (over 10 advisers)

    As judged by submission followed by interview

  • Leading adviser practice (up to 10 advisers)

    As judged by submission followed by interview

  • Best use of platform technology

    The most successful technology project resulting from a partnership between platform and technology partner

  • Leading digital platform

    The most exciting development in the application of financial technology in both direct to consumer and hybrid platforms.

  • Leading retirement proposition

    The complete retirement solution

  • Leading integrated planning tool provider

    The best integrated toolset resulting from a partnership between platform and planning tool provider

  • Leading independent planning tool provider

    The advisers’ choice of standalone planning tools

  • Leading funds data provider

    The advisers’ choice of fund data providers

  • Leading innovation award

    The most innovative new product, application or service in 2018 in the platform or technology sector

  • Best wealth management platform

    For vertically integrated platforms providing asset management and/or distribution

  • Leading platform for discretionary management

    The best platform for advisers who wish to offer discretionarily managed portfolios

  • Leading platform for model portfolio services

    The best platform for advisers running model portfolios as judged by discretionary managers

  • Leading innovation in workplace solutions

    The proposition that engages best with both employers and employees

  • Best Institutional platform

    The leading wholesale platform service

  • Best strategic platform partner

    For the provider of the essential services that enable the platform to deliver its proposition

  • Leading platform journalist

    Editors and publishers are asked to submit an article or series of articles on behalf of their journalists on the subject of platforms

The Winners 2018

  • Platform of the year - 2018

    Winner: Nucleus Financial

    Runner up: Zurich

  • Best platform provider (AUM £25 billion or more)

    Winner: Standard Life Wrap

    Runner up: Old Mutual Wealth

  • Best platform provider (AUM under £25 billion)

    Winner: True Potential

    Runner up: Parmenion

  • Leading adviser business

    Winner: Aspect 8

    Runner up: Lift Financial Ltd

  • Leading adviser practice

    Winner: Thomas & Thomas Independent Wealth Management

    Runner up: Tavistock Private Client

  • Best use of platform technology

    Winner: Raymond James Investment Services and Investment Software Ltd

    Highly commended: Embark and FNZ

  • Leading digital platform

    Winner: PensionsBee

    Runner up: Nutmeg

  • Leading retirement proposition

    Winner: Seven Investment Management

    Highly commended: AJ Bell

  • Leading independent planning tool provider

    Winner: Defaqto

    Runner up: Intelliflo

  • Leading funds data provider

    Winner: FE

    Runner up: MorningStar

  • Leading innovation award

    Winner: Winterflood Business Services

    Highly commended: Wealth Wizard

  • Best wealth management

    Winner: Fusion Wealth

    Highly commended: Seven Investment Management

  • Leading platform for discretionary management

    Winner: Seven Investment Management

    Highly commended: Raymond James Investment Services

  • Leadng platform for model portfolio services

    Winner: Novia

    Highly commended: Standard Life Wrap and Ascentric

  • Leading innovation in workPlace solutions

    Winner: LifeSight By Willis Towers Watson

    Highly commended MoneyHub

  • Best institutional platform

    Winner: Allfunds

    Runner up: Pershing

  • Strategic platform partner

    Winner: Pershing

    Runner up: Winterflood Business Services

  • Dynamic planner best platform for adviser service

    Winner: Parmenion

    Runner up: Standard Life

  • Leading platform journalist

    Winner: Tom Ellis

    Highly commended: Jack Gilbert

Past Winners:

Judging

The winners of the awards will be found by adviser votes or through the wisdom and skill of our judges. The judges have been selected for both their expertise and their independence.
The judging panel will be chaired by Keith Richards, CEO of the Personal Finance Society. The process of selecting the winners varies by award to ensure the right outcomes.
The process of selecting the winners varies by award to ensure the right outcomes.
A team of judges has been selected for each of these awards based on expertise and independence.

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