Winners 2022

Past Winners:

  • Platform of the year - 2022

    Winner: Parmenion

    Sponsored by Schroders

    The winner offers a really good platform with a clear identity, business model and they know who their customer is. They have achieved genuine innovation and have a programme of regular upgrades. They also have a strong corporate strategy on sustainability as well as being a long-time advocate and provider of sustainable portfolios

    In second place: abrdn Wrap

  • Leading adviser business

    Winner: True Potential

    Sponsored by Aegon

    The winner is a strong business which reaches a wide audience. Their use of integrated technology has been a long-term ingredient of their proposition. They have an app, which employs both AI and nudge technology to personalise advice, helping clients achieve success against goals.

    The winner runs on their own technology.

    In second place: EQ Investors

  • Leading adviser practice

    Winner: Clifton Asset Management

    Sponsored by FNZ

    The winner has developed a well thought through and executed strategy. They appreciate that they had to start with a good technology base. Technology is built to support the workflows within the business. They continuously search for client feedback. They have succeeded in reducing friction between client advisers and administrator.

    The winner runs on the Hubwise platform.

    In second place: Investment Quorum

  • Leading adviser for sustainable investment

    Winner: EQ Investors

    Sponsored by Morningstar

    The winner was established on ethical and sustainable principles. Their directors and planners bleed sustainability. Their clients know exactly what they are signing up to. They offer three different propositions.

    In second place: Thomas & Thomas

  • Best use of platform technology

    Winner: Raymond James and FINIO

    Sponsored by Navos

    Importantly, the winner solved a genuine challenge. Moreover, it feels like a genuine partnership. The judges liked quotes from named clients proving benefits, and the detailed roadmap.

    In second place: Nucleus and Portfolio Metrix

  • Leading digital platform

    Winner: Moneyhub and SEI

    Sponsored by Allfunds

    It’s all about the engagement. Their ESG reporting is grounded in reality. They demonstrate a very clear understanding of what they wanted to achieve and demonstrated with data that they had achieved it.

    In second place: Ignition Advice

  • Leading Retirement proposition

    Winner: 7 Investment Management

    Sponsored by GBST

    The winner has made the biggest progress in the market. They match investment, planning and reporting. A very well thought through proposition and clear interaction with investment proposition – combination of guaranteed income and drawdown is very compelling, especially in current market. Constant innovation and working on adviser feedback.

    In second place: AJ Bell Investcentre

  • Leading planning tool provider

    Winner: Dynamic Planner

    Sponsored by abrdn

    Established in the marketplace; trying to constantly update themselves; score highly because of their support for hybrid advice; supported by good stats.

    In second place: intelliflo

  • Leading innovation award

    Winner: Ignition Advice

    Sponsored by Alpha

    They are a disrupter. The winner is addressing a challenge that so many institutions have tried to address and have been able to demonstrate success – extending advice to a wider number of people with the potential to narrow the advice gap and offering consumers greater choice.

    In second place:Timeline

  • Best wealth management platform award

    Winner: Benchmark Capital

    Sponsored by Dunstan Thomas

    They support both independence and technology. They are strong on ESG. They represent good value for money. A big chunk of their use-base are independent and have chosen to be there.

    In second place: Quilter

  • Leading platform for discretionary management

    Winner: abrdn wrap

    Sponsored by PEN a specialist management consultancy

    The focus on technology and automation, linking financial planning and investment management. A broad and compelling product offering representing strong value for money.

    In second place: 7 Investment management

  • Leading innovation in workplace solutions

    Winner: FNZ Impact

    Sponsored by BNY Mellon||Pershing

    The judges love the link with open banking as it delivers something that people will actually use – really compelling – something apart. They have developed solutions around ESG; getting great traction.

    In second place: Worklife by OpenMoney

  • Best institutional platform

    Winner: Multrees

    Sponsored by Calastone

    Reliable and flexible, a firm that has continued to grow and develop, bringing capabilities to a market that hasn’t seen them in the past.

    In second place: Clearstream

  • Best strategic partner

    Winner: BNY Mellon||Pershing

    Sponsored by Morningstar Wealth Platform

    The most credible. As one of the judges said, “They look after stuff and do it well!”.

    In second place: 7 Investment Management and FINIO

  • Best Platform provider (AUM over £40bn)

    Winner: abrdn wrap

    Sponsored by Winterflood Business Services

    In second place: AJ Bell Investcentre

  • Best Platform provider (AUM up to £40 bn)

    Winner: True Potential

    Sponsored by Bravura

    In second place: Parmenion

  • Leading investment research, rating and data provider

    Winner: FE fundinfo

    Sponsored by Novia

    In second place: Defaqto

  • Leading platform for model portfolio services

    Winner: Quilter

    Sponsored by Transact

    As judged by DFMs on criteria set by NextWealth

  • The intelliflo award for best platform service

    Winner: True Potential

    Sponsored by intelliflo

    Runner up: Parmenion

  • Leading platform journalist

    Winner: Katey Pigden

    Sponsored by SS&C

    Last year's runner up. She shows real knowledge and understanding of the sector. The judges particularly liked her article on the FNZ-GBST saga. The winner by a country mile.

    Runner up: Momdou Musa Touray