The shortlist and finalists for the 27th Annual II Awards 2026 have been revealed.
With the shortlist decided the judges will soon begin deliberate as to decide the winners and highly commended in each category. And for the last six years of these awards (now in their 27th year) we have added a reader's vote element to sit alongside our judges votes on a selection of awards.
The readers vote categories and the voting will be activated today (click on the links below to vote) and available for readers votes for one whole week on the II Awards 2026 site here.
Shortlist and finalists for the 27th Annual II Awards 2026
Best Employee Benefits Solutions - Sponsored By Finance Isle of Man
AES International
Zurich Workplace Solutions
JTC Group
Best Fintech Innovation
Hoxton Wealth
AG2R LA MONDIALE
DOST Digital Innovations Center
Zurich Workplace Solutions
Proactive Service Mechanism
Skybound Wealth Management
Tiller Fintech Innovation
Best International Discretionary Fund Manager
Evelyn Partners
LGT Wealth Management
Rathbone Investment Management
Best International Financial Centre
Guernsey
DIFC
Isle of Man
Jersey
Best International Fund Group
Canaccord Wealth
Momentum Global Investment Management
Marlborough Group
Alquity Group
Team Asset Management
Best International Pension Product
IFGL Pensions, The IFGL SIPP
Novia Global
Zurich Integrated Benefits, International Pension Plan
JTC Group
iPensions Group
Best International Platform
Ardan International
Morningstar Wealth
Capital International Group
Novia Global
Best International Portfolio Bond
Utmost
Transact
Standard Life
Hansard
Investors Trust
RL360
Canada Life
Best IPMI Provider
Vumi
April International
BUPA
Best International Life Protection Plan
Friends Provident International Limited
Zurich Middle East
Best International Pension Provider
Novia Global
iPensions Group
Zurich
IFGL Pensions
JTC Group
Boal & Co
Best International Savings Plan
Offshore Savings Account - Canada Life International
JTC Streamliner - JTC
Regular Savings Plan – RL360
S&P 500 Index – Investor Trust
Ascend - Hansard
Best International Trust Product
IFGL Global Trusts
Wealth Preservation Account - Canada Life International
Best International Life Group (Non-UK)
IFGL
Utmost Group
Zurich Integrated Benefits & International Life Limited
Zurich Middle East
Best International Life Group (UK)
Canada Life International
Utmost Group
Contribution to Diversity & Inclusion Award
AG2R LA MONDIALE
LGT Wealth Management
International Campaign of the Year
Hoxton Wealth
Hansard
Marlborough
Novia Global
International DFM Fund/Product of the Year
LGT Wealth Management - International Model Portfolio Service
Marlborough - Ireland-domiciled multi-asset portfolio range
Rathbone Asset Management/Rathbone SICAV Ethical Bond Fund
Excellence in Trust and Estate Planning
Canada Life
IFGL Global Trusts
Melbourne Capital Group
Standard Life
Utmost Group
Excellence in Sustainability
Alquity Investment Management
AG2R LA MONDIALE
JTC Group
LGT Wealth Management
Excellence in Fintech - sponsored by Finance Isle of Man
Hansard
Hoxton Wealth
Investors Trust
Jacobi
Skybound Wealth Management
*Excellence in Fintech - sponsored by Finance Isle of Man will feature winners for both Industry and Advisers categories
Excellence in Advisory Best Practice (by region) - sponsored by Utmost
AAF Financial
AES International
Aiva
Blacktower FM
Carrick Wealth
Hoxton Wealth
NEBA Private Clients
Opes Fidelio
Private Client Consultancy Wealth Management
Skybound Wealth Management
TallRock Capital Pte Ltd
Team
Titan Wealth
In this segment of the awards please click on the links to vote for your winners.
Best Emerging Talent (Advisers) – sponsored by IFGL
Click here to vote on this award
Claire Irvine - Nexus Global/Blacktower FM
Tom Streader - Hoxton Wealth
Richard Raczkowski - NEBA Private Clients
Best Emerging Talent (Industry)
Click here to vote on this award
Jayamalar Mogan - Investors Trust
Gareth MacGuire - Hansard
Lorenzo La Posta - Momentum
Helen Thomas - Melbourne Capital Group
Adam Kinsey - Melbourne Capital Group
Excellence in Client Service (by region) - Advisers - sponsored by Hansard
Click here to vote on this award
AAF Financial
AES International
Aiva
Ally Wealth Management
Carrick Wealth
Hoxton Wealth
Opes Fidelio
NEBA Private Clients
Niveton International
Skybound Wealth Management
TallRock Capital Pte Ltd
Team
Titan Wealth
Excellence in Client Service (by region) - Industry
Click here to vote on this award
RL360
Hansard
Investors Trust
LGT Wealth Management
Marlborough
Melbourne Capital Group
Novia Global
Qualitas Funds
Team
Titan Wealth
Unsung Hero Award
Click here to vote on this award
Karen Ogilvie - Blacktower FM
Charmaine Lotz - Hoxton Wealth
Myrtel De Jesus Verano - Investors Trust
Christopher Holman - Melbourne Capital Group
Alicia Saleh Herdiansyah - Team
Personality of the Year (Advisers)
Click here to vote on this award
Chris Ball – Hoxton Wealth
Sam Instone - AES International
John Westwood – Blacktower FM
Gavin Pluck - Blacktower FM
John Beverley - NEBA Private Clients
Mark Clubb - Team
Personality of the Year (Industry)
Click here to vote on this award
Stephen Andrews - Novia Global
Phil Story - Hansard
Ashok Sardana - Continental Group
Danny Knight - Marlborough
Gustavo Otero - Investors Trust
Company of the Year (Advisers) including regional winners
Click here to vote on this award
AES International
Blacktower FM
Opes Fidelio
Tallrock Capital
Hoxton Wealth
Niveton International
Melbourne Capital Group
NEBA Private Clients
Skybound Wealth Management
Team
Titan Wealth
Company of the Year (Industry)
Click here to vote on this award
Canada Life
Hansard
International Financial Group Limited (IFGL)
Investors Trust
Marlborough
Utmost Group
Novia Global
** Shortlists/Finalists for the following awards to be revealed at the awards ceremony:
Excellence in Private Banking
European Fund Selector of the Year
The II Special Award for Outstanding Achievement
NEW: Technical Specialist of the Year
The results of 27th Annual II Awards 2026 will be premiered on the II and IA home pages at 4pm on Wednesday October 7, 2025.
The II Awards is strictly copyrighted 2026 and use of our official licensed logos without agreed permissions will be prosecuted.
All votes must be active subscribers to Investment International.
Who can enter or be nominated?
These awards are for regulated financial services companies in the products, investments, banking, life, protection, trusts and service providers in the UK and internationally will be eligible for the awards. There are many that are specialising in providing advised products and services in the international cross-border advice world.
Those companies based in regulated financial centres, offering products and services internationally through the adviser market can enter. Also, in some awards, we have segments that will separately award excellence in the wealth management world to intermediaries, brokers and financial adviser firms.
Best Emerging Talent (Advisers) – sponsored by IFGL
Excellence in Client Service – Industry (regional and global awards)
Excellence in Client Service - Advisers (regional and global awards) – Sponsored by Hansard
Excellence in Advisory Best Practice (by region) - sponsored by Utmost
