2023 Wealth Management Awards

Awards Entry Closing In:

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.

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**.

Publicity and PR Package
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PR-Yahoo-News
PR-Liverpool-Echo
PR-MarketWatch
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Fees

Winner
Was £425
Was £425
£375 +VAT
(Award Acceptance Fee)
Finalist
£0
(Free Forever)
Trophy
£99 +VAT
(per additional trophy)

Send me a reminder

We’ll send you relevant reminders
so you don’t miss key dates

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

2023 Wealth Management Awards Categories

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

Entry Form

2023 Wealth Management Awards

Entries Closed: Deadline Reached

If you need any assistance completing this form, please contact us:

Award winning entries typically provide over 500 words providing meaningful and relevant details related to the categories they have entered. Telling us why you are entering these particular categories tends to help. Be specific: for example, if the category is Fastest Growing Company, provide details of how your company has grown and include basic revenue figures (eg. YoY £/%) so we can get a feel for the business growth you’re experiencing. Where possible and relevant to do so, including links to reviews/testimonials and digital assets to support your entry will also help.

Example Entry in Travel Awards:

Best Travel Company – Adventure Holidays

Excursionists UK is a travel company that specialises in adventure holidays designed to challenge and inspire our customers. Our range of adventure activities, including mountaineering, trekking, skiing, and scuba diving, are carefully curated to offer unique and unforgettable experiences.

At Excursionists UK, we believe that adventure holidays should be about more than just adrenaline-fueled activities. Our approach to adventure travel is to provide immersive and authentic experiences that connect our customers with local communities, cultures, and environments.

One of our standout adventure holiday packages is our Everest Base Camp Trek. This 14-day trek takes you through the stunning Khumbu region of Nepal, with expert guides and porters on hand to help you navigate the challenging terrain. Along the way, you will experience traditional Sherpa culture, visit ancient monasteries, and enjoy panoramic views of the world’s highest mountain.

Another popular adventure holiday package is our Arctic Expedition Cruise. This 8-day cruise takes you on a journey through the icy waters of the Arctic, with opportunities to see polar bears, walruses, and other Arctic wildlife up close. You will also have the chance to visit remote Inuit communities and learn about their way of life.

At Excursionists UK, we are committed to providing high-quality adventure holidays that are safe, sustainable, and responsible. We work closely with local communities and conservation organisations to ensure that our activities have a positive impact on the environment and the people who live there.

Our commitment to providing high-quality adventure holidays has been recognised with previous accolades including the Best Adventure Travel Company award at the 2020 British Travel Awards and the Best Small Tour Operator award at the 2021 Adventure Tourism Awards.

Rising Star Award:

Samantha Jones, Sales Manager at Excursionists UK

Samantha Jones is a dynamic and innovative sales manager who has helped to establish Excursionists UK as a rising star in the travel retail industry. Her commitment to personalised travel planning and sustainable travel has set her apart and made her a strong candidate for the Travel Retailer Rising Star Award.

Samantha’s innovative approach to travel retail, including her personalised travel planning service, has helped to increase revenue for Excursionists UK. By offering tailored travel solutions that meet the specific needs and interests of our customers, Samantha has been able to drive repeat business and attract new customers, ultimately contributing to our bottom line.