Results released for the Professional Adviser International Fund & Product Awards 2013
PIMCO, Skandia International, Canada Life International, Zurich International Life and Aetna International were among the winners in the 2013 Professional Adviser International Fund & Product Awards. Standard Bank also won a brace of awards and in the International Private Wealth Management category, London & Capital and Nedbank Private Wealth shared the crown. The Best International Finance Centre went to the Isle of Man with AES International achieving the award for Best International Financial Planning Firm. RL360 won the Best International Financial Adviser Portal.
Axa Wealth International, Prudential International, Allianz Worldwide and Axa PPP were among the Highly Commended entrants. This year’s Best in Class winners included RL360 for its Wrap Proposition, Vanguard Asset Management for Investment Education and Jersey for Fund Servicing.
Commenting on this year’s awards, Deborah Benn, chair of the judging panel said: “Regulatory change has had a big impact on providers this year. The need to comply with a range of different regulatory requirements has required providers to change and adapt accordingly. While this has not been easy from a commercial or operational viewpoint, it’s clear from judging that there is no lack of determination and willingness to ensure products and services meet current high expectations. Our Winners as well as those achieving Highly Commended and Best in Class have all impressed with their ability to keep their finger on the pulse of consumer needs and market changes.”
Now in their 14th year, the Awards are in honour of firms in the financial services industry offering products and services across borders. There were over 70 entries to this year’s awards from a wide range of companies in the offshore sector. Judged by an independent panel of industry practitioners and experts, the judging process involves both quantitative and qualitative assessments, of which the questionnaire is an integral part. This year also included an online voting facility, whereby practitioners could vote for their favourite offshore provider, as well as the introduction of Best in Class Awards for entries that shone in specific areas.
Entrants were required to complete a submission for each award. In assessing a submission, judges looked for a range of attributes including transparency and ease of use as well as appropriateness and flexibility of products and services.
The full results of this year’s awards plus further information are available at www.offshoreawards.com
Vitality at Work scheme
Reporting to Steve Hill
Appointed on 19 September
Plans to double size in five years
Unnamed company valuation reduced