Revealed: Fourth set of shortlists for the 2020 PA Awards

We are proud to say that, once again, so many great financial advice and provider firms put themselves forward and entered these awards, which are celebrating their 15th year. These awards seek to award excellence both within the financial adviser profession and the broader financial services sector that provides them with the products to best serve their clients. 

Below are the final shortlists - with a few exceptions - for our awards that will take place on 6 February 2020.

Best discretionary fund manager

- Morningstar

- Copia Capital Management

- Charles Stanley

- James Hambro & Partners

- Quilter Cheviot

- Tilney

- LGT Vestra

Best model portfolio service

- PortfolioMetrix

- EQ Positive Impact Portfolios

- Financial Express Investments

- Charles Stanley

- Copia Capital Management

- Morningstar

- True Potential

Best platform for advisers (above £25bn)

- Transact

- AJ Bell

- Old Mutual Wealth (Quilter)

- Standard Life Wrap

- Fidelity FundsNetwork

Best platform for advisers (below £25bn)

- Praemium

- Zurich Intermediary Platform

- WealthXcel

- Novia

- Standard Life Elevate

Best platform for discretionary management

- Praemium

- Transact

- Zurich Intermediary Platform

- Raymond James

- Novia

- Standard Life Wrap

Best Ratings/ Research service for advisers

- Defaqto

- Asset Intelligence

- Independent Strategic Group

- MICAP

- Financial Express Investments

- Fundhouse

- MJ Hudson Allenbridge

- Morningstar

Best risk-profiling service for advisers

- PortfolioMetrix

- Morningstar

- FE Analytics

- FinaMetrica

- Be-IQ

- EValue

- Dynamic Planner

There are some awards shortlists that have not been announced this week. The reasons for which are detailed below:

Adviser Firm Of The Year (UK)

This special award is picked from among the eight regional winners.

Best Financial Advisers To Work For

The companies to receive the accolade this year have already been decided in conjunction with Best Companies Group and will all be invited up on stage to collect a certificate on the evening.

Multi-Asset categories

The several multi-asset fund categories we offer awards for, including the likes of Best Multi-Asset Group, Best Multi-Asset Fund: High Income and Best Multi-Asset Fund: Long-Term Growth, will be revealed at a later date.

• Tweet  
• Facebook  
• LinkedIn  
• Send to  

• Topics
• Your profession