2023 Wealth Management Awards

Welcome to the 2023 Wealth Management Awards, where we recognise excellence in financial services, investment strategies, and wealth preservation. From top-notch advisors to innovative investment solutions, we celebrate those who secure your financial future. Join us in honouring Wealth Advisors, Investment Firms, and innovative financial technology. We applaud Estate Planners and Tax Experts who provide sound financial guidance. Step into a world of financial expertise and wealth preservation as we honour the best in wealth management.

New Pricing - Please Read

Effective 19th May 2023: All awards will be launched with a new fee structure. Your Award Acceptance Fee will be a single, “flat fee”. If you are selected as a Winner, you will only pay one single fee regardless of how many awards you win, and 1x Winner Trophy is included in this fee. Additional trophies can still be purchased.

This has been made possible thanks to our new sponsors and partners, who have enabled us to pass our cost savings on to winners. All entries are still FREE for all sectors.

Before You Enter: What You Need To Know

Free entry in all sectors and categories

We know that many small business owners, entrepreneurs and larger organisations don't like to pay up front for awards, where fees range from £99 to more than £250 per category. With us, all your entries are free.

You only pay a fee if you win an award

Unlike other programmes, you only pay a fee if you are selected as a winner. There's only one Award Acceptance Fee to pay regardless of how many awards you win, and 1x personalised Winner trophy is included*!

Publicity Package

As a winner or finalist, you get credible industry recognition & publicity from National press releases, Google and Yahoo! News features, content marketing and case studies.

Social Marketing

Social media marketing is important for all businesses, which is why we announce your accolades on social platforms, and regularly engage with you and your followers.

Interviews & PR

We can create quality, in-depth content with your team, making you a trusted voice in your industry, and highlighting the achievements & success of your business or enterprise**.

Fees

Winner

£375 +VAT

(Award Acceptance Fee)

Finalist

£0

(Free Forever)

Trophy

£99 +VAT

(per additional trophy)

Awards Worth Talking About...

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UK Business Experts

Our judging panel are business experts with a wealth of knowledge in various industries. They lend their experience and business acumen to the many award sectors we cover.

Our panel consists of dozens of private & public guest judges; below are a few of our business experts who will be selecting shortlists, winners and finalists in our awards!

Interested in being a guest judge? Contact us here.

Our Judges

I have a very strong digital marketing background which started at my parents' marketing agency in Germany. As a digital leader with more than twelve years of international digital experience, I have worked in almost any channel from PPC, Display, Social, Email, SEO etc. and have helped businesses to become more efficient whilst driving growth. I’m passionate about coaching and mentoring teams to perform at the top of the class to drive results & keep on improving and reimagining the digital landscape.

LinkedIn | Enesco

Founder and Managing Director of leading digital marketing agency Circus PPC. Rick founded Circus PPC in 2009 to tackle the growing need for businesses to have dedicated, highly trained, highly skilled professionals working on their digital marketing campaigns. Having taken his own agency from £0 to £15mil annual turnover he works tirelessly to help his clients achieve respective results, growing Sales, Revenue and Profit for all.

LinkedIn | Circus

I have worked in the Film & Television industry for over 19 years. I've had much experience on Film & Television Dramas, including Last of the Summer Wine, London's Burning, Rocket Man, Doctors and Films like Harry Potter & The Prisoner of Azkaban, Magicians, The Bourne Ultimatum, First Night and Ackley Bridge. I specialise in creating video content for businesses across the engineering, manufacturing, logistics and aviation sectors. This covers corporate video, testimonials, training, trade show films and many more.Recent work includes 360 VR with Thomas Cook Airlines, Video marketing training for SME's and our 6 part Documentary series The Inflight Food Trip.

LinkedIn | Albion Street Studios

Director & Founder of Spike. I have 10 years client side marketing experience, gave me the inspiration to set our agency up to be a driving force in class leading, strategic marketing. I have a real passion for SEO and digital innovation as a whole.

LinkedIn | Spike

Joanna is currently the Audience Manager at LGBTQ+ news publishers PinkNews. With over a decade in the marketing industry across content, SEO, social media and audience development, they have worked on award winning multichannel campaigns for globally-recognised brands.

LinkedIn | PinkNews

Jamie is the founder and Managing Director of Sculpt Digital, a boutique digital performance agency dedicated to helping businesses excel in the digital space. In addition to Sculpt Digital, Jamie is the proud owner of Blend Analytics, a digital analytics consultancy that specialises in providing data-driven insights to clients. With a wealth of experience working at global digital agencies, Jamie has held prominent positions, including serving as the Ex Dentsu Head of Digital for both iProspect and Carat brands. Jamie also played an instrumental role in leading the growth of the digital media team at Brass, further solidifying their reputation as a digital marketing leader. As an accomplished expert in the field, Jamie has been invited to judge at prestigious events such as the UK Business Awards, where they continue to make a meaningful impact on the industry.

LinkedIn | Sculpt Digital

Managing Director and founder of Velocity Academy. Velocity Academy is an independent training provider that delivers accredited apprenticeships into the IT, Data, Marketing, Management and Administration sectors. I have experience in gaining a number of government funded contacts and following standards and protocols set by the Skills Funding Agency to grow provision. Professional qualifications achieved in Management Accounting (CIMA), Data Analytics and Operational Management.

LinkedIn | Velocity Academy

Category	Description / Criteria
Wealth Manager of the Year	Recognising an outstanding individual wealth manager for their exceptional financial expertise and client service.
Best Wealth Management Firm	Awarding the top wealth management company that consistently delivers excellent financial planning and investment services.
High Net Worth Client Advisor of the Year	Celebrating the advisor who provides exemplary guidance to high net worth clients, helping them manage and grow their wealth.
Family Office of the Year	Honouring the family office that offers comprehensive financial management and planning services for affluent clients.
Estate Planning Specialist of the Year	Recognising the expert in estate planning strategies, ensuring the smooth transfer of assets to heirs.
Investment Advisor of the Year	Awarded to the investment advisor who consistently delivers superior investment strategies and returns.
Retirement Planning Expert of the Year	Celebrating the expert in retirement planning, helping clients secure their financial future.
Tax Planning Firm of the Year	Recognising the firm that excels in strategic tax planning, minimising tax liabilities for clients.
Philanthropic Wealth Advisor of the Year	Honouring the advisor who helps clients achieve their philanthropic goals while managing their wealth effectively.
Sustainable Investment Firm of the Year	Awarding the firm that specialises in sustainable and socially responsible investing, aligning wealth with ethical values.
Private Banking Institution of the Year	Recognising the private bank that offers tailored financial solutions and personalised service to affluent clients.
Digital Wealth Platform of the Year	Celebrating the online platform that provides innovative and user-friendly tools for wealth management.
Financial Planner of the Year	Awarded to the financial planner who excels in creating comprehensive financial plans to achieve clients’ goals.
Risk Management Specialist of the Year	Recognising an expert in risk assessment and mitigation strategies for preserving wealth.
Wealth Transfer Advisor of the Year	Honouring an advisor who facilitates the smooth transition of wealth across generations.
Alternative Investment Manager of the Year	Awarded to a wealth manager who excels in alternative investments, such as hedge funds, private equity, and real estate.
Fintech Innovation in Wealth Management	Celebrating the most innovative financial technology solution that enhances wealth management services.
Client Relationship Management Excellence	Recognising a wealth management firm for exceptional client relationship management practices.
International Wealth Management Firm of the Year	Awarded to the firm that provides top-notch wealth management services to international clients.
Wealth Education Programme of the Year	Honouring a program or initiative that promotes financial literacy and education in wealth management.
Digital Security and Privacy in Wealth Management	Recognising the company that excels in safeguarding clients’ digital assets and information.
Institutional Asset Manager of the Year	Awarded to a firm that manages assets on behalf of institutions, such as pension funds and endowments.
Women in Wealth Management Champion	Recognising an individual or firm that promotes gender diversity and equality in the wealth management industry.
Wealth Management Technology Provider of the Year	Awarding the technology provider that offers cutting-edge solutions for wealth management professionals.