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Award Winners
Best New Platform
Sponsored by Caversham Buchanan Ltd
Highly commended : Elevate from Axa
Judges Comments
The judges really struggled to agree on this award. Two propositions had equal support. Both are competitively priced; one offers the adviser a huge range of wrappers, funds, asset classes and great functionality, the other offers the adviser a share of ownership, an alternative to the usual provider ownership model, and also offers a huge range of asset classes and funds.
Joint Winners: Ascentric and Nucleus
Pictured left to right: Justin Urquhart Stewart, Marketing Director, Seven Investment Management, Patrick Harrison, Managing Director, Caversham Buchanan Ltd, David Ferguson, CEO, Nucleus and Hugo Thorman, CEO, Ascentric and Anthony Hilton, Evening Standard
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Leading Platform Users Research or Toolset Provider
Sponsored by Thinc
Highly commended : Morningstar
Judges Comments
The winner offers the adviser a comprehensive toolset online and fully integrated with the platform, one that is easy to use whilst meeting the complex demands of the professional financial planner.
The Winner: Skandia
Pictured left to right: Justin Urquhart Stewart, David Cartwright, Director of Research, Thinc, Michelle Cracknell, Director of Strategy, Skandia, Anthony Hilton.
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Leading Asset Manager in the Platform World
Sponsored by IFDS
The platform managers voted for their candidates on a points system based on administration, marketing support, product development as well as performance.
Finalists: Fidelity, Invesco Perpetual, Schroders
Our expert judges then chose the winner. They were unanimous.
The Winner: Schroders
Pictured left to right: Justin Urquhart Stewart, Simon Hudson-Lund, Chief Executive Officer, International Financial Data Services, Robin Stoakley, CEO, UK Retail, Schroders and Anthony Hilton
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Leading Platform-Based SIPP Proposition
Sponsored by Dunstan Thomas
Advisers voted for their preferred platform-based SIPP.
Finalists: SIPP Centre, Standard Life and Transact.
Our judges then considered the propositions of each.
Highly commended : Transact
Judges Comments
The winner provides all an adviser could be looking for from a SIPP including a huge selection of asset classes and funds, excellent admin support and full integration with a wrap platform offering great functionality.
The Winner: Standard Life
Pictured left to right: Justin Urquhart Stewart, Natanje Holt, Managing Director, Dunstan Thomas Holdings Ltd, Geoff Towers, CEO, Standard Life Savings Ltd, Anthony Hilton.
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Best Platform Software Provider
Sponsored by Axa Distribution Services
Judging
Software makes the platforms work effectively and efficiently.
Those who really know how well the software performs are the platform managers. Therefore we asked them to vote.
Finalists: Bravura,
Dunstan Thomas,
FNZ,
Infocomp and Mastek
The Winner: FNZ
Pictured left to right: Justin Urquhart Steward, Martin Jennings, Marketing and Distribution Director, AXA Distrubution Services, Adrian Durham, Managing Director, FNZ, Anthony Hilton
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Best Administration Service Provider to Platforms
Sponsored by Standard Life Savings Ltd
Judging
As with software, it is the platform managers who really know how effective the administration service is, both for the platforms but also for advisers and customers.
So again, we asked them to vote.
Finalists : BNP Paribas Securities Service, IFDS and Scottish Friendly
The Winner: IFDS
Pictured left to right: Justin Urquhart Stewart, Geoff Towers, CEO, Standard Life Savings Ltd., Matthew Brown - Business Development Director, IFDS, Anthony Hilton
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Leading Platform Based Adviser Practice (up to 10 advisers)
Sponsored by FNZ
Highly commended : Capital Asset Management and Yellowtail Financial Planning
Judges Comments
The winner met all the criteria. They are offering their clients a far better proposition by employing wrap; they understand the administration benefits and timesaving to be gained. They have worked with their platform providers to improve the customer proposition. In addition, they have a structured business plan and have been profitable from day one on a pure fee basis.
The Winner: Paradigm Norton
Pictured left to right: Justin Urquhart Stewart, Adrian Durham, Managing Director, FNZ, Barry Horner, CEO, Paradigm Norton, William Pratt, Paradigm Norton, Anthony Hilton.
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Leading Platform-Based Adviser Business (over 10 advisers)
Sponsored by BNP Paribas Securities Services
Highly commended : Worldwide Financial Planning
Judges Comments
The winner has addressed the issue facing all larger adviser firms, that of segmenting the business according to client needs.
They have two very different models, a distribution model and an advised, wealth management model. They understand who their clients are and what the proposition should be. The advised model is fully platform based and has a structured fee basis.
The Winner: Thinc Wealth Management
Pictured left to right: Justin Urquhart Stewart, Tina Wilkinson, Head of Business Development, UK, BNP Paribas Asset Management and Services, Jon Everill, Director, Thinc Group Limited, Anthony Hilton.
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Best Investment Management Platform Proposition
Sponsored by Professional Adviser
Highly commended : SEI
Judges Comments
The winning proposition simply does what it says on the can. The proposition combines all of the benefits of a wrap platform with a clear discretionary management proposition. Investment objectives are realistic rather than very ambitious and have been attained. The judges were especially impressed with the amount of marketing support that is offered to adviser users.
The Winner: Seven Investment Management
Pictured left to right: Justin Urquhart Stewart, Marketing Director, Seven Investment Management, Rob Kingsbury, Editor, Professional Adviser, Graham Stott, Director of IT, Seven Investment Management, Anthony Hilton.
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Best Fund Platform
Sponsored by Morningstar
To find the Best Fund Platform, we asked advisers to vote.
Because it is a straight vote, there was no intention to have a highly commended category.
However, after a recount, there was only one vote separating first and second. Thus, we had to highly commend the platform shaded by the minimum into second place.
Runner-up : Fundsnetwork
The Winner: Cofunds
Pictured from left to right: Geoff Balzano, Chief Executive, Morningstar, Andy Creak, Managing Director, Cofunds Ltd
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Leading Open Architecture Wrap Platform
Sponsored by adnitor
Judging
Again, for this award, advisers were asked to vote. On this occasion, there was a very clear winner
The Winner: Transact
Pictured left to right: Justin Urquhart Stewart, David Reed, COO, adnitor ltd, Mark Links, Transact, Anthony Hilton
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