Two financial advisers with many non-resident Indian clients picked up awards at International Adviser‘s Future Advisory Forum event in Dubai’s Shangri-La Hotel on 20 November.
A relative newcomer to the profession, Capstone Insurance Brokers won in a trio of categories, while long-established Nexus Group scored the highest marks from the judging panel for its approach to professional development.
Capstone’s chief executive DJ Sengupta told International Adviser afterwards: “It means a lot to a firm like ours trying to make its mark.”
The complete list of winners were:
BEST PRACTICE ADVISER AWARDS MIDDLE EAST
Excellence in investment planning – Abacus Financial Consultants
Excellence in client service – Finsbury Associates
Excellence in marketing– AES International
Excellence in business strategy – Credence International
Excellence in professional development – Nexus Group
Excellence in digital innovation – Capstone Insurance Brokers
Excellence in diversity – Capstone Insurance Brokers
Best adviser support team – Finsbury Associates
Best adviser firm established under three years – Capstone Insurance Brokers
Best adviser firm Middle East – The Fry Group
