Winners 2023

Past Winners:

  • Platform of the year - 2023

    Winner: Transact

    Sponsored by Schroders

    The interviews are always fascinating. Once again, the judges found it very difficult to separate the best two candidates.

    In second place and highly commended: Fidelity Adviser Solutions

    In third place: Parmenion

  • Leading adviser business (over 10 advisers)

    Winner: EQ Investors

    Sponsored by Aegon

    The winner is a chartered financial planner, with a well-resourced research team, a sophisticated investment proposition, with transparent and reasonable charges and excellent IT stack. They are also a B Corp and leading ethical and sustainable advisory business.

    In second place: Clifton Wealth Partnership

  • Leading adviser practice (up to 10 advisers)

    Winner: Thomas & Thomas Ethical Investments

    Sponsored by FNZ

    There was an even split and it took some while to agree a winner due to the high quality of the finalists.

    Runner up & highly commended: Britannic Financial Management

  • Leading adviser for sustainable investment

    Winner: EQ Investors

    Sponsored by Morningstar

    As the winner has to be a top adviser firm, only the finalists of the adviser practice and adviser business categories were considered.

    In second place: Clifton Wealth Partnership

  • Best use of platform technology

    Winner: 7 Investment Management & FINIO

    Sponsored by Navos

    There are few greater needs in the advice profession. The winner solves an industry wide problem. The feedback is most encouraging.

    In second place: 7 Investment Management and Dunstan Thomas

  • Leading digital platform

    Winner: Moneyhub Standard Life's Money Mindset

    Sponsored by PEN Partnership

    The winner has a track record of delivering continued innovation with the customer at its core.

    In second place: True Potential

  • Leading Retirement proposition

    Winner: 7 Investment Management

    Sponsored by Altus Consulting

    The judges looked at the integration of investment and withdrawal categories and support of client reporting.

    In second place: Parmenion

  • Leading planning tool provider

    Winner: Dynamic Planner

    Sponsored by Allfunds

    The winner has very significant traction in the advice market and evidence of increased usage this year, consistently reacting to feedback from advisers.

    In second place: Defaqto

  • Leading innovation award

    Winner: Fidelity Conquest

    Sponsored by Alpha Financial Markets Consulting

    The judges were quite simply looking for innovative technology application that makes them go “Wow!”

    In second place:Moneyhub

  • Best wealth management platform award

    Winner: Benchmark Capital

    Sponsored by Dunstan Thomas

    The judges were looking for a proposition that offers a straightforward solution and that meets the requirements of target customers. Suitability and value for money were key to winning this award.

    In second place: Quilter

  • Leading platform for discretionary management

    Winner: Transact

    Sponsored by Professional Adviser

    The judges were looking for a platform that enables the adviser firm to offer a range of portfolios that meet the requirements of their customers in terms of risk and outcome.

    In second place: 7 Investment management

  • Leading innovation in workplace solutions

    Winner: Moneyhub Standard Life’s Money Mindset

    Sponsored by BNY Mellon||Pershing

    The judges were looking for something new and different that genuinely helps employees engage with their money.

    In second place: EV

  • Best institutional platform

    Winner: Clearstream Fund Centre

    Sponsored by Calastone

    Investment in leading technology and areas that will remain relevant to the industry in the future is key. A single account structure for cash and custody across all instruments and markets is also compelling.

    In second place: Multrees

  • Best strategic platform partner

    Winner: BNY Mellon||Pershing

    Sponsored by Morningstar Wealth Platform

    The most credible. As one of the judges said, “They look after stuff and do it well!”.

    In second place: Winterflood Business Services

  • Best Platform provider (AUM over £40bn)

    Winner: Quilter

    Sponsored by Winterflood Business Services

    In second place: Transact

  • Best Platform provider (AUM up to £40 bn)

    Winner: True Potential

    Sponsored by Bravura

    In second place: Fundment

  • Leading investment research, rating and data provider

    Winner: FE fundinfo

    Sponsored by Aviva

    The winner was found by asking those who use these applications, the advisers, to vote

    In second place: Dynamic Planner

  • Leading platform for model portfolio services

    Winner: Aviva

    Sponsored by FE fundinfo

    A set of criteria was agreed by the NextWealth team in consultation with the award sponsors, FE fundinfo. Leading discretionary managers then rated each platform against the criteria, weighted according to the importance as viewed by them.

    In second place: abrdn

  • The intelliflo award for best platform service

    Winner: True Potential

    Sponsored by intelliflo

    Runner up: Fundment

  • Leading platform journalist

    Winner: Ruby Hinchcliffe

    Sponsored by SS&C

    The judges were unanimous and quite certain that there was one clear candidate as winner head and shoulders above the rest”.

    Runner up: Alicja Hagopian