UK Wealth Service Awards: the winners revealed!

The first ever UK Wealth Service Awards were held on 23 May. Here are the winners

We held the first ever UK Wealth Service Awards on 23 May in London and the night was a great success. 

Awards were handed out for 21 categories, covering the whole spectrum of service levels that asset managers provide to wealth clients. 

Click through to see who won big on the night. 

We held the first ever UK Wealth Service Awards on 23 May in London and the night was a great success. 

Awards were handed out for 21 categories, covering the whole spectrum of service levels that asset managers provide to wealth clients. 

Click through to see who won big on the night. 

Most consistent sales contact

Winner: M&G Investments

Shortlisted:

  • Goldman Sachs Asset Management
  • Lazard Asset Management
  • Rathbones
  • Schroders

Pictured: Marie Cremona, UK intermediary marketing manager

Best Product Specialists

Winner: JP Morgan Asset Management

Shortlisted: 

  • Baillie Gifford
  • Franklin Templeton Investments
  • Goldman Sachs Asset Management
  • Legg Mason

Pictured: Dominic White, head of adviser marketing

Best Client Knowledge

Winner: Lazard Asset Management

Shortlisted:

  • Columbia Threadneedle Investments
  • JP Morgan Asset Management
  • M&G Investments
  • Schroders

Pictured: Jack Marsden, third party distribution & Felicity Kneeshaw, Citywire

 

Best Product Knowledge

Winner: JP Morgan Asset Management

Shortlisted:

  • BlackRock
  • Goldman Sachs Asset Management
  • M&G Investments
  • Schroders

Pictured: Dominic White, head of adviser marketing

Most Accessible Fund Managers

Winner: Rathbones

Shortlisted:

  • Franklin Templeton Investments
  • Janus Henderson
  • JP Morgan Asset Management
  • Lazard Asset Management

Pictured: Nicholas Elliott, associate sales director

Best RFP Responses

Winner: JP Morgan Asset Management

Shortlisted:

  • Goldman Sachs Asset Management
  • Lazard Asset Management
  • M&G Investments
  • Rathbones

Pictured: Dominic White, head of adviser marketing

Best Event-driven Communication

Winner: M&G Investments

Shortlisted:

  • Franklin Templeton Investments
  • JP Morgan Asset Management
  • Lazard Asset Management
  • Rathbones

Pictured: Marie Cremona, UK intermediary marketing manager & Victoria Brown, marketing executive

Best Factsheets

Winner: JP Morgan Asset Management

Shortlisted:

  • BlackRock
  • Jupiter
  • Legg Mason
  • Schroders

Pictured: 

Best In-Depth Reporting and Manager Comment

Winner: Rathbones

Shortlisted:

  • Baillie Gifford
  • JP Morgan Asset Management
  • Lazard Asset Management
  • M&G Investments

Pictured: Emma Renals, project manager

Most Useful Technology Solutions

Winner: JP Morgan Asset Management

Shortlisted:

  • BlackRock
  • BNY Mellon Investment Management
  • Goldman Sachs Asset Management
  • Vanguard Asset Management

Pictured: Dominic White, head of adviser marketing

Speed of Information Delivery

Winner: Lazard Asset Management

Shortlisted: 

  • Goldman Sachs Asset Management
  • JP Morgan Asset Management
  • Legal & General Investment Management
  • M&G Investments

Pictured: Jack Marsden, third party distribution

Best Additional Research

Winner: JP Morgan Asset Management

Shortlisted:

  • BlackRock
  • Goldman Sachs Asset Management
  • M&G Investments
  • Rathbones

Pictured: Dominic White, head of adviser marketing

Best Collaboration in Product Development

Winner: Rathbones

Shortlisted:

  • Baillie Gifford
  • BlackRock
  • BNY Mellon Investment Management
  • Lazard Asset Management

Pictured: Emma Renals and Nicholas Elliott

Best Professional Input

Winner: JP Morgan Asset Management

Shortlisted: 

  • Allianz Global Investors
  • Baillie Gifford
  • BlackRock
  • JP Morgan Asset Management
  • Lazard Asset Management

Pictured: Dominic White, head of adviser marketing

Open Choice

Winner: Baillie Gifford

Shortlisted:

  • BlackRock
  • Fidelity International
  • JP Morgan Asset Management
  • Schroders

Pictured: James Budden, marketing and distribution director

Regional awards:

Best Overall Service - London

Winner: JP Morgan

Shortlisted:

  • BlackRock
  • Franklin Templeton Investments
  • JP Morgan Asset Management
  • Lazard Asset Management
  • Pictet

Pictured: Dominic White, head of adviser marketing

Best Overall Service - The Midlands

Winner: Baillie Gifford

Shortlisted:

  • BlackRock
  • JP Morgan Asset Management
  • Old Mutual Global Investors
  • Schroders

Pictured: James Budden, marketing and distribution director 

Best Overall Service - Scotland & Northern Ireland

Winner: JP Morgan Asset Management

Shortlisted:

  • Baillie Gifford
  • BlackRock
  • Columbia Threadneedle Investments
  • M&G Investments

Pictured: Dominic White, head of adviser marketing

Best Overall Service - East & South East

Winner: JP Morgan Asset Management

Shortlisted:

  • Fidelity International
  • Jupiter
  • Lazard Asset Management
  • Rathbones

Pictured: Dominic White, head of adviser marketing

Best Overall Service - The North

Winner: Legg Mason

Shortlisted: 

  • BlackRock
  • Franklin Templeton Investments
  • M&G Investments
  • Old Mutual Global Investors

Pictured: Joe O'Donnell, head of wealth management distribution and investment trusts

Best Overall Service - South West & Wales

Winner: JP Morgan Asset Management

Shortlisted: 

  • Baillie Gifford
  • Invesco
  • Janus Henderson
  • M&G Investments

Pictured: Dominic White, head of adviser marketing

Methodology

Over 220 investment professionals took part in our UK Wealth Service project, to establish which asset managers consistently delivered the best service. 

The asset managers eligible for consideration were the 37 firms at the UK Distribution Leaders Summit 2017, or one of the top 30 active asset managers in the UK by AUM as at November 2017. 

The  awards are given to the companies that have the highest average score across all territories.

The awards methodology has been independently reviewed and the results audited by AKG Financial Analytics. 

 

Share this story

More Content

ADVICE

6 Comments MPs reject FOS's review plans as 'box ticking' exercise

MPs reject FOS's review plans as 'box ticking' exercise

The Financial Ombudsman Service (FOS) has been rebuffed by MPs, who have strongly criticised the complaint handlers’ plans for a review of past cases.

twitter_banner

INVESTMENT