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IA Global Financial Services Awards 2025 shortlist unveiled

By Mark Battersby, 2 Apr 25

Those shortlisted will be given the opportunity to submit a statement of why they should win

Across the last four four weeks advisers and wealth managers around the world have been nominating their choices for all of the categories of these prestigious awards and we are delighted to revive under the ownership of G&M Media.

Those shortlisted will be given the opportunity to submit a statement of why they should win, all collated for final decisions on the winners and runner-ups by the International Adviser judging panel.

The awards will be revealed via a TV special which will be broadcast here on IA.

Financial advisers and wealth managers around the world have been nominated their choices for all of the categories of these unique and prestigious awards

Mark Battersby, Editor-in-Chief, International Adviser, pictured left, who was part of the team at IA that founded these awards nine years ago, said: “It is really exciting to bring back the IA Global Financial Services Awards 2025. When Money Map Media was able to purchase this brand last year we were excited to bring back an awards were the nominations and shortlist is solely decided by our advisers, brokers and wealth managers.

“When we started these awards the idea was to reward excellence in the global cross border product industry to those that really go the extra yard in the advisers eyes. But also give the advisers the chance to highlight other companies and firms that they deal with such as international banks, trust companies, accountants, law firms, private health insurance, private banks and family offices as well.

“Congratulations to all shortlisted below and good luck!”

All of those shortlisted will be notified officially in the comings days.

 

 

 

 

IA Global Financial Services Awards 2025 shortlist voted for by the readers of International Adviser is below:

 

Best Digital Proposition

Morningstar

RL360

Saxo Capital Markets SG

 

International Fund Management Group of the Year – Large/Small/Boutique

Canaccord Genuity Wealth Management 

Blackrock

Dimensional

Fidelity

GAM

Marlborough

Oakglen Wealth

Pacific Asset Management

Vanguard

 

International Platform of the Year

Ardan International

Capital International Group

Dominion Capital Strategies

Novia Global

Morningstar Wealth

OMNIUM Investment Platform

Transact

 

International Private Bank of the Year

Coutts

DBS

Nedbank Private Wealth

Nordea

Standard Bank

Santander Private Banking

UBS Private Bank

 

International Bank of the Year

Emirates NBD

Standard Bank

HSBC Expat

 

Best Family Office

Absolute Capital Investment Services

Crestbridge 

Stonehage Fleming 

ZEDRA

 

International Law Firm of the Year

Carey Olsen 

Lawrence Stevens

Mourant

Stephenson Harwood

 

International Private Health Insurer of the Year

William Russell

BUPA

April

 

Best International Protection Plan (Life)

Friends Provident International

Pan American Life Insurance Group

Transamerica Bermuda 

Zurich International

 

International Financial Centre of the Year

DIFC

Hong Kong

Guernsey

Jersey

Isle of Man

 

International Accountancy Firm of the Year

BDO

Cornflower Accountants

KPMG International 

RSM

Sanctuary (Dubai)

 

Best ESG/Sustainability Fund

Alquity 

Dimensional Fund Advisors

LGT Wealth Management

Rathbones

 

Best International Savings Plan

Hansard

Investors Trust

RL360

Utmost

 

International Discretionary Fund Manager of the Year

Brooks Macdonald

Canaccord Genuity Wealth Management 

Evelyn Partners

LGT Wealth Management

TAM Europe Asset Management

RBC Brewin Dolphin

Rathbones

 

International Life Group of the Year (UK)

Canada Life

Standard Life

Utmost

 

International Life Group of the Year (Non-UK)

Atlas Life

IFGL

Utmost

 

International Trust and Estate Planning Firm of the Year

Canada Life

IFGL

The UAP Group/Alltrust

 

Best International Pension Provider

IFGL Pensions

Momentum

Morningstar

Overseas Trust and Pension

The UAP Group

 

Best International Portfolio Bond

Canada Life

Hansard 

Investors Trust

RL360

Utmost

 

Excellence in Client Service 

Canaccord Genuity Wealth Management 

Hansard

Investors Trust

Nexus Global

RL360

 

The International Adviser Award for Outstanding Business Contribution (product and/or service providers)

Novia Global

RL360

 

The International Adviser Award for Outstanding Individual Contribution (product and/or service provider employees)

Paul Forman, Novia Global

Mark Sanderson, Morningstar

Michael Moss, LGT Wealth Management

 

IA’s sister title Investment International’s fourth annual II Connect 2025 event which is being held in Marylebone, London on Tuesday May 2025 from 9.30am – 4pm.

You can register to attend the II Connect event here.

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.