Citywealth Brand & Marketing Awards 2026 report

Date: 24 Jun 2026

Karen Jones

The Citywealth Brand & Marketing Awards 2026 celebrate the individuals, teams and organisations shaping how the wealth management and professional services industries communicate, engage and build trust. Rebecca Jones, BBC journalist, was the host. Jones spent 30 years at the BBC, as Arts Correspondent and Chief News Presenter. 

Now in their tenth year, the awards recognise excellence across marketing, communications, business development, digital engagement, thought leadership, events, partnerships and brand strategy. This year’s winners demonstrate the growing importance of reputation, visibility and authentic communication in an increasingly competitive and technology-driven environment.

Opening the awards ceremony, Citywealth Editor and Chief Executive Karen Jones reflected on how dramatically the marketing landscape has changed since the awards were first launched.

“Ten years ago, marketers were worrying about websites, newsletters and whether anyone would ever listen to a podcast. Today we are navigating artificial intelligence, algorithms and a world where the first interaction a prospective client may have with a business is not with a person at all, but with an AI-generated summary.

Technology continues to change the way organisations communicate, but trust, creativity and great storytelling remain as important as ever. The wealth management industry has never lacked expertise. The challenge is ensuring people can find it, understand it and remember it.”

Karen noted that the quality of this year’s entries demonstrated the increasing sophistication of marketing and communications teams across the private wealth sector.

“Our finalists have launched campaigns, refreshed brands, expanded audiences, created compelling content and strengthened their organisations’ reputations in highly competitive markets. They have embraced new technology while remaining focused on the human relationships that sit at the heart of every successful business.

I would like to thank our judges, sponsors and everyone who entered. Most importantly, congratulations to all our finalists and winners. Your creativity, professionalism and commitment to excellence continue to raise standards across the industry and demonstrate the vital role that marketing and communications professionals play in driving business success.”

The judges were particularly impressed by the breadth of innovation demonstrated across this year’s entries, from strategic rebranding projects and digital marketing campaigns to podcasts, webinars, social media programmes and thought leadership initiatives. The winners represent a diverse range of organisations, united by a commitment to building trusted brands, creating meaningful engagement and delivering measurable results.

The following individuals, teams and firms were recognised for their achievements at the Citywealth Brand & Marketing Awards 2026.

The winners 2026

Editor’s Choice

Katherine Harris, Farrer & Co

As Head of Marketing Communications at Farrer & Co, Katherine Harris has helped strengthen the profile of one of the UK’s most respected private client law firms through innovative and engaging campaigns. Among them was The Price of Fame, a thought provoking initiative exploring the challenges of reputation, privacy and online scrutiny in the digital age. By helping to bring complex issues to wider audiences and supporting the firm’s visibility across key markets, Katherine has demonstrated the strategic thinking and creativity that make her a worthy recipient of this year’s Editor’s Choice Award.

Outstanding Individual of the Year

Kirsten Burt, RBC Wealth Management

Kirsten Burt has played an important role during a transformative period for RBC Wealth Management Europe, helping to strengthen the firm’s market presence following the integration of Brewin Dolphin into the RBC business. Through strategic marketing, brand development and client engagement, she has supported one of the most significant developments in the UK wealth management sector. Her ability to navigate change while maintaining a clear focus on clients and growth makes her a deserving recipient of the Outstanding Individual of the Year Award.

Career Achievement Award

Sarah-Jane Howitt, Weightmans

Few marketing and business development professionals can point to a career that has run in parallel with such a significant period of growth. During her nearly two decades at Weightmans, Sarah-Jane Howitt has helped support the firm’s evolution from a regional practice into a leading national law firm. Through major brand developments, client growth initiatives and a relentless focus on strengthening relationships, she has played an important role in shaping the firm’s market position. Her influence extends well beyond Weightmans, earning her a reputation as one of the most respected figures in legal marketing and business development. This award recognises a career defined by impact, innovation and lasting contribution.

Inspirational Individual of the Year

Lindsay Stark, Buzzacott

Lindsay Stark is recognised for her contribution to raising the profile of Buzzacott during a transformative period for the firm. As part of the team behind Buzzacott’s most significant brand refresh in years, she helped bring to life a new identity, website and market positioning designed to reflect the firm’s growth, ambition and independent spirit. The project modernised how Buzzacott presents itself to clients, prospects and future talent while remaining true to the values that have defined the firm for more than a century. Her commitment to championing change, embracing new ideas and helping others see what is possible makes her a deserving recipient of the Inspirational Individual of the Year Award.

Rising Star – Gold

Nicole Leder, W1M Wealth & Investment Management

Nicole Leder is recognised for her contribution during a landmark period for W1M Wealth & Investment Management. Following the transformation of London & Capital into W1M, she has helped support the firm’s new identity and market positioning at a time of significant change and ambition. The successful launch of a new brand is never simply about a name or a logo. It requires clarity of purpose, consistency of message and the confidence to introduce a new proposition to clients and the market. For her role in helping shape that journey, Nicole is awarded Rising Star Gold.

Rising Star – Silver

Lena Jadou, Quilter Cheviot

Lena Jadou has emerged as an impressive talent within one of the wealth management sector’s most active marketing teams. At a firm recognised for its campaigns, events, thought leadership and client engagement activity, she has helped contribute to initiatives that strengthen Quilter Cheviot’s visibility and reputation in an increasingly competitive market. Her energy, attention to detail and commitment to delivering high quality work mark her out as a rising star with a bright future ahead.

Rising Star – Bronze

Milo Osborne-Young, INFINITE

Milo Osborne-Young has quickly established himself as a valued adviser to clients across the private wealth and professional services sectors. Through his work helping organisations build their profiles in national, sector and broadcast media, he has demonstrated a strong understanding of reputation, communications and thought leadership. His growing contribution to client campaigns, together with his own published insights on profile raising and international communications, make him a deserving recipient of this year’s Rising Star Bronze Award.

Best CRM Individual – Gold

Robert Webb, LexisNexis

Robert Webb has built a reputation as a trusted adviser to law firms looking to unlock the full value of client relationship management. Specialising in legal CRM and data strategy, he works closely with firms to optimise platforms such as LexisNexis InterAction, helping them turn client intelligence into stronger relationships, more effective business development and measurable revenue growth. At a time when firms are increasingly focused on data driven decision making, Robert’s expertise has helped clients move beyond technology implementation to deliver genuine commercial impact, making him a worthy recipient of the Gold Award.

Best CRM Individual – Silver

Howard Knight, Winston Taylor

Howard Knight is recognised for his commitment to client relationship management during a transformative period for his firm. As Winston & Strawn and Taylor Wessing UK combined to create Winston Taylor, maintaining strong client relationships and ensuring continuity across an expanded international platform became more important than ever. His focus on understanding client needs, building connections across teams and supporting long term relationships has helped underpin the firm’s client-first approach during a period of significant change.

Best CRM Individual – Bronze

Craig Martin, Stewarts

In a firm where long term relationships and trusted referrals are fundamental to success, Craig Martin has helped place client intelligence at the centre of business development. Through his work developing and enhancing CRM processes, he has enabled lawyers and business development teams to better understand client relationships, identify opportunities and strengthen connections across the firm’s network. His ability to combine data, insight and practical application has helped support a more informed and client-focused approach to relationship management, earning him the Bronze Award for Best CRM Individual.

Best Digital Marketing Individual – Gold

Tony Rea, Nedbank Private Wealth

Tony Rea is recognised for his contribution to strengthening Nedbank Private Wealth’s digital presence and client engagement strategy. In a sector where trust and reputation remain paramount, he has helped ensure the firm’s expertise reaches clients and intermediaries through relevant, accessible and engaging digital content. By combining strategic thinking with a clear understanding of audience needs, Tony has helped reinforce Nedbank Private Wealth’s position in an increasingly competitive marketplace, earning him the Gold Award for Best Digital Marketing Individual.

Best Digital Marketing Individual – Silver

Jess Hamilton, Winston Taylor

Jess Hamilton is recognised for her contribution to digital marketing during a period of significant change and opportunity. As Winston Taylor established its presence in the market, she helped ensure the firm’s digital communications remained clear, consistent and engaging. From strengthening online visibility to supporting audience engagement across multiple channels, Jess has demonstrated the adaptability and creativity required to build momentum in a fast-moving environment, making her a worthy recipient of the Silver Award.

Best Digital Marketing Individual – Bronze

Ricardo Rosa, The Private Office (TPO)

Ricardo Rosa is recognised for helping strengthen The Private Office’s digital profile during a period of significant growth and transformation. As the firm secured investment from Goldman Sachs Alternatives and completed its first acquisition in seven years with the purchase of HEB Wealth, clear and effective communication became more important than ever. Through digital marketing, content and brand engagement, Ricardo has helped showcase TPO’s evolution while ensuring clients and professional connections remain at the heart of the firm’s story. His contribution to raising the firm’s visibility during a landmark period earns him the Bronze Award for Best Digital Marketing Individual.

Best Marketing Executive – Gold

Idrees Safdar, W1M Wealth & Investment Management

Few marketing teams face a challenge as complex as introducing an entirely new wealth management brand to the market. Following the merger that created W1M Wealth & Investment Management, Idrees Safdar played an important role in delivering the marketing activity that brought the new brand to life. From campaign execution and client communications to supporting the rollout of a new identity across multiple channels, his work helped ensure a smooth transition during a landmark year for the business. For his contribution to one of the sector’s most significant rebrands, Idrees receives the Gold Award.

Best Marketing Executive – Silver

Olivia Taylor, Tanager Wealth Management

Olivia Taylor has become a driving force behind Tanager Wealth Management’s marketing activity, helping to raise the firm’s profile through a combination of digital communications, events, content and client engagement. In a competitive advice market, standing out requires consistency, creativity and attention to detail. Through her hands-on approach and commitment to delivering high-quality campaigns, Olivia has helped strengthen awareness of the Tanager brand and build meaningful connections with clients and professional contacts. She is a deserving recipient of the Silver Award.

Best Marketing Executive – Bronze

George Musgrove, Thomson Snell & Passmore

George Musgrove has helped communicate the story of one of the UK’s most distinctive law firms to clients, intermediaries and the wider market. Balancing a heritage that stretches back more than 450 years with a modern professional services offering requires both creativity and precision. Through marketing campaigns, content and business development support, George has played an important role in ensuring Thomson Snell & Passmore continues to engage effectively with existing and prospective clients. For his contribution to promoting the firm’s expertise and reputation, he receives the Bronze Award.

BD / Relationship Manager of the Year – Gold

Clare Caldwell, Ogier

Based in the Cayman Islands and with nearly 25 years’ experience in professional services, Clare Caldwell has built a career around developing strong client relationships and driving strategic growth across international markets. Her expertise spans key account management, business development, CRM innovation and client relationship strategy, helping organisations strengthen connections with clients and intermediaries across multiple jurisdictions. Combining commercial insight with a practical approach to delivery, she has consistently translated relationships into measurable business opportunities. Her contribution to client development and relationship management makes her a worthy recipient of the Gold Award.

BD / Relationship Manager of the Year – Silver

Stuart May, Coutts Institute

Stuart May has built his career around helping wealthy families navigate some of their most important decisions. Through his work with the Coutts Family Office and Coutts Institute, he leads a team advising high net worth and ultra high net worth families on wealth succession, philanthropy and family business strategy. He also plays a key role in preparing the next generation through education programmes designed to support future wealth owners and decision makers. Combining technical expertise with a deep understanding of family dynamics, Stuart has helped foster lasting relationships built on trust, insight and long term thinking. He is a deserving recipient of the Silver Award.

BD / Relationship Manager of the Year – Bronze

Ian Coptcoat, W1M Wealth & Investment Management

With more than four decades in financial services, Ian Coptcoat has built a career founded on relationships, trust and professional partnership. Before joining W1M Wealth & Investment Management in 2016, he spent almost 28 years at Standard Life, developing extensive experience working with advisers across London and the South East. Today, he continues to draw on that expertise, creating new business opportunities through strong relationships with professional financial advisers and helping connect clients with the right solutions. His longstanding commitment to partnership and business development makes him a deserving recipient of the Bronze Award.

Best Marketing & Communication Manager / Associate Director – Gold

Anna-Maria Wilkins, EY Private Client Services

Anna-Maria Wilkins is recognised for her outstanding contribution to marketing and communications within EY Private Client Services. Through her work supporting a leading advisory business serving entrepreneurs, private companies and high-net-worth individuals, she has helped strengthen brand visibility, client engagement and market positioning across a highly competitive sector. Her ability to deliver sophisticated communications, support thought leadership initiatives and connect complex technical expertise with client audiences has contributed to the continued growth and profile of the EY Private brand. Combining strategic insight with consistent execution, Anna-Maria has demonstrated the professionalism, creativity and leadership that make her a deserving recipient of the Gold Award.

Best Marketing & Communication Manager / Associate Director – Silver

Leanne Hollington, Winston Taylor

Jess Hamilton is recognised for her outstanding contribution to marketing and communications during a transformative period for Winston Taylor. As the firm strengthened its transatlantic presence and expanded its profile across key international markets, Jess played an important role in ensuring that its communications remained engaging, consistent and strategically focused. Through innovative digital campaigns, audience engagement initiatives and a strong understanding of emerging communications trends, she has helped enhance the firm’s visibility and strengthen its connection with clients and stakeholders. Her creativity, adaptability and commitment to excellence have made a significant impact, making her a deserving recipient of the Silver Award

Best Marketing & Communication Manager / Associate Director – Bronze

Chiara Cervasio, Seddons GSC

Bringing together two established law firms under a single identity is no small undertaking. Following the merger of Seddons and GSC Solicitors to create Seddons GSC, Chiara Cervasio played an important role in communicating the new firm’s vision, values and proposition to clients, intermediaries and the wider market. From supporting the launch of the new brand to helping ensure consistent messaging during a period of significant change, she contributed to a successful transition that positioned the combined firm for future growth. For her work during this landmark chapter in the firm’s history, Chiara receives the Bronze Award.

Best Marketing & Communication Director – Gold

Matthew James, Rothschild & Co

When Rothschild & Co created the new role of Head of Marketing & Business Development for its UK Wealth Management business, it turned to Matthew James to help support the firm’s next phase of growth. Bringing more than 20 years’ experience from leading international law firms in London, New York and Hong Kong, Matthew was appointed to enhance communication and engagement with clients, prospective clients and professional intermediaries, while strengthening awareness of one of the most respected names in wealth management. His appointment reflects the increasing importance of marketing and business development in driving growth, reputation and client relationships, making him a worthy recipient of the Gold Award.

Best Marketing & Communication Director – Silver

Catherine Steele, Brooks Macdonald

Joining Brooks Macdonald during a period of significant transformation, Catherine Steele quickly found herself at the centre of the firm’s evolving corporate story. As Group Communications and Marketing Director and a member of the Executive Committee, she has helped communicate major developments including the acquisition of LIFT, the firm’s move to the Main Market of the London Stock Exchange and the wider growth strategy under new leadership. She has also overseen the evolution of the Brooks Macdonald brand, ensuring it remains clear, accessible and relevant to clients and advisers alike. For her leadership during a period of change and renewal, Catherine receives the Silver Award.

Best Marketing & Communication Director – Bronze

Ngozi Akinyele, Coronation Group

As Group Executive and Chief Marketing & Communications Officer, Ngozi Akinyele oversees brand, marketing, communications, sustainability and corporate citizenship across Coronation’s businesses. She has played a leading role in positioning Coronation as a modern, technology-enabled investment management group while ensuring consistent brand leadership across a diverse organisation operating throughout Africa. Her remit extends across 13 Coronation entities, combining commercial growth, reputation management and sustainability under a single strategic vision. For her contribution to building and promoting one of Africa’s leading financial services brands, Ngozi receives the Bronze Award.

Marketing & Communication Team of the Year – Gold

KPMG Law

KPMG Law’s marketing and communications team has helped support one of the most ambitious growth programmes in the legal sector. As KPMG expanded its legal services offering as part of a wider £300 million UK growth strategy, the team played a key role in communicating the firm’s integrated legal, tax and advisory proposition to clients and the market. Supporting a business that has publicly targeted significant expansion and differentiated itself through a multidisciplinary model requires clear messaging and consistent execution. For helping position KPMG Law as a distinctive and fast-growing force in the legal market, the team receives the Gold Award.

Marketing & Communication Team of the Year – Silver

EY Private Client Services

The EY Private Client Services team has built engagement around one of the most recognised business communities in the world, EY Entrepreneur Of The Year™. With a programme that has celebrated and connected entrepreneurs for nearly four decades, alongside EY’s wider work supporting family enterprises and private businesses, the team has created a platform that extends far beyond traditional marketing. Through events, thought leadership, community building and client engagement, it has helped reinforce EY’s position at the centre of the entrepreneurial and private business landscape.

Marketing & Communication Team of the Year – Bronze

Quilter Cheviot

Quilter Cheviot’s marketing and communications team has developed one of the most extensive content programmes in the wealth management sector. Through initiatives including the Taking Stock: After the Bell podcast series, The Fund Buyer podcast and a continuous stream of market commentary and investment insight, the team has successfully translated complex market developments into accessible and engaging content for clients and advisers. By creating multiple channels through which investors can engage with the firm’s expertise, the team has strengthened Quilter Cheviot’s visibility and client engagement in a highly competitive market.

Communications & PR Agency of the Year – Gold

Quill PR

Quill PR has built one of the strongest reputations in financial services communications. Specialising exclusively in wealth and asset management, the agency has worked with firms including Aegon Asset Management and Guinness Global Investors, helping clients raise their profile, strengthen their reputation and communicate effectively with investors, advisers and the financial media. Combining specialist expertise with deep sector relationships, Quill continues to demonstrate the value of high-quality communications in an increasingly competitive market. For its contribution to the wealth and investment industry, Quill PR receives the Gold Award.

Communications & PR Agency of the Year – Silver

Rostrum

Rostrum has built a strong reputation advising leading organisations across the professional and financial services sectors. Its client roster includes firms such as Addleshaw Goddard and Brooks Macdonald, reflecting the agency’s ability to support sophisticated brands operating in highly competitive markets. Through strategic communications, reputation management and media engagement, Rostrum has helped clients strengthen their profile and communicate effectively with key audiences. For its contribution to communications across the professional services and wealth management sectors, Rostrum receives the Silver Award.

Communications & PR Agency of the Year – Bronze

schnyder360

schnyder360 has established itself as a leading specialist adviser to the legal profession. Founded by Corina Schnyder, the consultancy is particularly recognised for helping law firms and individual lawyers enhance their professional profile, strengthen market visibility and maximise recognition for their expertise. Through its specialist focus on legal rankings, profile raising and strategic business development, schnyder360 has become a trusted adviser to law firms seeking to stand out in an increasingly competitive marketplace. For its contribution to legal sector marketing and business development, schnyder360 receives the Bronze Award.

Best Overall PR – Gold

Standard Bank Offshore

Standard Bank Offshore has successfully built its profile around a clear and consistent programme of client-focused communications. Through its Offshore Advantage: Wealth, Banking & Beyond podcast, alongside a steady stream of insights on offshore investing, wealth planning and international banking, the business has positioned itself as a trusted voice for internationally mobile clients and families with cross-border interests. By combining educational content with practical expertise, Standard Bank Offshore has strengthened both its visibility and reputation across the private wealth sector, making it a worthy recipient of the Gold Award.

Best Overall PR – Silver

Rothschild & Co

Rothschild & Co continues to demonstrate the power of sustained thought leadership and market engagement. Through its extensive Wealth Insights programme, regular Market Perspectives, Quarterly Letters and the Perspectives podcast series, the firm has maintained a strong and authoritative voice on investment markets, succession planning and long-term wealth stewardship. At a time when wealthy families are seeking clarity amid economic and geopolitical uncertainty, Rothschild & Co has consistently delivered insightful and relevant commentary, reinforcing its position as one of the most respected names in wealth management.

Best Overall PR – Bronze

7IM

7IM has built one of the most visible and accessible communications programmes in UK wealth management. Through its 7 Minutes on Markets podcast series, regular market commentary and adviser-focused content programme, the firm has consistently translated complex market developments into clear, engaging and practical insights. Its ability to communicate investment issues in a concise and approachable manner has helped strengthen its profile among advisers and investors alike, earning 7IM the Bronze Award.

Best Product / Service of the Year – Gold

Comnexa

Comnexa has become one of the most influential Salesforce partners serving the wealth, fiduciary and professional services sectors. During the year, the firm launched ComnexaX, an AI-enabled implementation framework designed to accelerate Salesforce deployment through pre-configured solutions and industry-specific accelerators. Combined with its specialist expertise in financial and professional services and recognition as Salesforce UKI’s New Logo Partner of the Year, Comnexa continues to help firms modernise client onboarding, relationship management and operational efficiency. For its innovation and contribution to the private client sector, Comnexa receives the Gold Award.

Best Product / Service of the Year – Silver

Intapp CRM

Intapp CRM continues to set the standard for relationship intelligence and business development technology within the legal, accounting and professional services sectors. Through its DealCloud platform, Intapp has helped firms bring together client relationships, opportunity management and business development activity within a single environment. Recent enhancements, including AI-powered DealCloud Activator, demonstrate Intapp’s continued investment in helping firms identify opportunities, strengthen client relationships and drive growth more effectively. For its impact across professional services, Intapp CRM receives the Silver Award.

Best Product / Service of the Year – Bronze

Bravura

Bravura remains one of the most significant technology providers to the global wealth and funds industry. Its solutions support wealth managers, investment platforms and financial institutions seeking to modernise operations, improve efficiency and enhance client service. During the year, Bravura continued to expand its technology offering through innovations including its wealth microservices platform and the ongoing development of Sonata, its flagship administration technology used across the wealth management sector. For its contribution to technology innovation and operational excellence in wealth management, Bravura receives the Bronze Award.

Best Events Programme of the Year – Gold

Stonehage Fleming

Stonehage Fleming has developed one of the most comprehensive events programmes in the private wealth sector, bringing together clients, family offices, entrepreneurs and next generation wealth owners across a wide range of forums, conferences and educational events. Through initiatives including its Family Office Conference, Next Generation programme and specialist events covering investment, governance and family enterprise, the firm has created a platform for meaningful discussion and long-term relationship building. Combining thought leadership with exceptional client engagement, Stonehage Fleming has delivered an events programme that continues to set the benchmark within the private wealth industry, earning the Gold Award.

Best Events Programme of the Year – Silver

Mishcon de Reya

Mishcon de Reya has built an events programme that extends far beyond the traditional legal seminar. Through Mishcon Academy, thought leadership events, entrepreneurial forums and client-focused discussions, the firm has created a dynamic platform that brings together business leaders, investors, advisers and entrepreneurs. Its ability to combine expert insight with engaging and relevant content has helped establish Mishcon as a hub for ideas, learning and professional connection. For delivering an innovative and impactful events programme, Mishcon de Reya receives the Silver Award.

Best Events Programme of the Year – Bronze

Weatherbys Private Bank

Weatherbys Private Bank has developed a distinctive events programme that reflects its unique heritage and position within the private wealth sector. Highlights include its popular Cheltenham Festival Preview Evenings and Royal Ascot Preview events, which bring together clients, industry experts and leading figures from the racing world for insight, discussion and networking. Combined with a wider calendar of private banking and investment events, the programme offers clients access to experiences that are closely aligned with the bank’s longstanding connection to racing and bloodstock. For creating a memorable and highly engaging events programme, Weatherbys Private Bank receives the Bronze Award.

Best Webinar of the Year – Gold

Nedbank Private Wealth

Nedbank Private Wealth has developed a highly engaging programme of digital events designed to help clients navigate an increasingly complex economic and investment landscape. Through its Market and Economic Insights webinar series, the firm has brought together investment specialists and market commentators to provide timely analysis of global events and their impact on investors. By combining expert insight with accessible delivery, Nedbank has created a webinar programme that keeps clients informed and engaged, earning the Gold Award.

Best Webinar of the Year – Silver

The Private Office (TPO)

The Private Office has successfully combined digital content and client engagement through initiatives including The TPO Podcast, which explores business, wealth and wider economic issues through conversations with industry experts and thought leaders. Alongside its broader programme of online events and market updates, the firm has created a platform that keeps clients and professional connections informed and engaged. For delivering relevant, accessible and thought-provoking digital content, The Private Office receives the Silver Award.

Best Webinar of the Year – Bronze

Quilter Cheviot

Quilter Cheviot has developed a strong digital engagement programme through initiatives including its Taking Stock: After the Bell series and regular investment webinars. Bringing together portfolio managers, investment specialists and market commentators, the programme provides investors with clear and timely insight into the issues affecting markets and portfolios. Its ability to make complex investment themes accessible and engaging earns Quilter Cheviot the Bronze Award.

Best Sponsorship / Partnership – Gold

Quilter Cheviot

Quilter Cheviot is recognised for its association with the Quilter Nations Series, the autumn international rugby programme featuring some of the biggest fixtures in world rugby. As the first title partner of the series through its parent company, Quilter, the sponsorship has provided exceptional visibility while aligning the brand with one of the most prestigious events in the sporting calendar. By combining national reach with strong client engagement opportunities, the partnership has become one of the most recognisable sponsorships in the wealth management sector, earning Quilter Cheviot the Gold Award.

Best Sponsorship / Partnership – Silver

JM Finn

JM Finn’s long-standing partnership with Middlesex Cricket has become one of the most enduring and recognisable relationships in wealth management. Through its support of county cricket and the opportunities the partnership creates for clients, intermediaries and professional connections, the firm has demonstrated the value of authentic and sustained sponsorship. The relationship reflects JM Finn’s commitment to supporting institutions with strong heritage, community roots and lasting appeal, making it a worthy recipient of the Silver Award.

Best Sponsorship / Partnership – Bronze

HIGHVERN

HIGHVERN is recognised for its role as the principal sponsor of the Jersey Festival of Words, one of the Channel Islands’ leading literary and cultural events. Bringing acclaimed authors, local writers, poets and artists together with the wider community, the festival promotes creativity, learning and a love of literature across all generations. Through its support of an initiative that enriches island life while encouraging community engagement, HIGHVERN has demonstrated how sponsorship can create a lasting and meaningful impact beyond business, earning the Bronze Award.

Best Blog / Podcast of the Year – Gold

Grant Thornton

Grant Thornton is recognised for its growing portfolio of thought leadership content, particularly the Alternatively Speaking podcast series. Exploring the tensions and opportunities shaping modern business, the programme brings together business leaders, entrepreneurs and industry experts to discuss issues ranging from AI and workplace culture to growth and innovation. Alongside its wider insights programme, the podcast has helped position Grant Thornton as a leading voice on the challenges facing businesses today, earning the Gold Award.

Best Blog / Podcast of the Year – Silver

Cadro

Cadro has created one of the freshest and most engaging content programmes in the wealth management sector through its Coffee with Cadro podcast series. Featuring conversations with entrepreneurs, investors, business leaders and innovators, the podcast reflects the firm’s modern approach to wealth management and its focus on the interests of today’s wealth creators. Recent guests have included music industry entrepreneur Craig Logan and founders from across the business and investment world, helping establish Cadro as a distinctive voice within the industry.

Best Blog / Podcast of the Year – Bronze

Saffery

Saffery is recognised for its Private Wealth Podcast, a long-running series exploring the issues that matter most to wealthy individuals, families and their advisers. Covering topics including succession planning, family offices, philanthropy, tax and the changing private wealth landscape, the podcast combines technical expertise with practical insight. Through consistently relevant and informative content, Saffery has created a valuable resource for clients and professional advisers alike, earning the Bronze Award.

Corporate Thought Leadership – Gold

Blick Rothenberg

Blick Rothenberg has established itself as a leading voice on international taxation and private client matters through thought leadership that combines technical expertise with practical insight. During the year, its analysis of the Government’s proposed non-dom reforms and the report How to Navigate the New Non-Dom Rules provided valuable guidance for internationally mobile individuals, entrepreneurs and families facing significant changes to the UK tax landscape. By helping clients and advisers understand one of the most important wealth planning developments of recent years, Blick Rothenberg demonstrated genuine thought leadership, earning the Gold Award.

Corporate Thought Leadership – Silver

Lombard Odier

Lombard Odier continues to shape debate around the future of investing through its long-running Rethink Sustainability platform. The firm’s research into the transition to a nature-positive and net-zero economy, including publications such as The New Nature Economy and its wider sustainability insights programme, has helped clients understand how environmental and economic transformation are creating long-term investment opportunities. By consistently challenging conventional thinking and encouraging investors to look beyond short-term market movements, Lombard Odier earns the Silver Award.

Corporate Thought Leadership – Bronze

MASECO Private Wealth (now part of the Creative Planning group)

MASECO Private Wealth has become a recognised authority on the financial challenges facing Americans living in the UK. Its widely read article The American Anomaly: How the UK Non-Dom Reform Creates a Strategic Opening for US Citizens addressed one of the most significant developments affecting internationally mobile families, providing clarity on a complex and evolving area of cross-border planning. Through specialist analysis that translates technical change into practical guidance, MASECO has demonstrated the value of focused and relevant thought leadership, earning the Bronze Award.

Corporate Thought Leadership – Crypto – Gold

Myna Accountants

Myna Accountants has become one of the UK’s best-known specialist advisers to the digital asset sector through its extensive programme of crypto-focused education and commentary. The firm’s guidance on Crypto Tax UK: A Complete Guide and its regular analysis of HMRC’s treatment of digital assets have helped investors, traders and founders navigate one of the most complex areas of modern taxation. By translating rapidly evolving regulation into practical advice, Myna has established itself as a trusted authority within the crypto community, earning the Gold Award.

Corporate Thought Leadership – Crypto – Silver

PwC

PwC continues to shape discussion around the future of digital assets through its globally recognised Global Crypto Regulation Report and wider thought leadership on tokenisation, blockchain adoption and institutional investment in digital assets. Its research examining the regulatory environment for cryptocurrencies and the growing role of tokenised assets in financial markets has helped businesses, regulators and investors understand the opportunities and challenges presented by emerging technologies. For its influence on industry debate and policy discussion, PwC receives the Silver Award.

Corporate Thought Leadership – Crypto – Bronze

Mishcon de Reya

Mishcon de Reya has played a leading role in exploring the legal implications of digital assets through initiatives such as the Digital Assets Project and its wider commentary on crypto regulation, ownership rights and blockchain technology. By bringing together legal, regulatory and industry perspectives, the firm has helped shape understanding of how traditional legal frameworks interact with emerging digital asset markets. Through its commitment to advancing discussion in this evolving field, Mishcon de Reya receives the Bronze Award.

Best Social Media Marketing – Gold

JTC Group

JTC Group has demonstrated how social media can be used to bring a corporate growth story to life. Throughout the year, the firm’s LinkedIn channels played a central role in communicating major acquisitions, including the integration of businesses such as Kohlberg & Associates and South Dakota Trust Company, while showcasing the people and expertise behind the expanding global group. By combining strategic growth announcements with colleague stories, community initiatives and client-focused content, JTC created a social media programme that was both informative and engaging. Its ability to turn business transformation into a compelling and highly visible digital narrative earns JTC the Gold Award.

Best Social Media Marketing – Silver

Ogier

Ogier has built a distinctive social media presence by combining legal and fiduciary expertise with a strong focus on people, culture and inclusion. Throughout the year, the firm’s LinkedIn content highlighted key initiatives including its Responsible Business Report, diversity and wellbeing programmes and specialist insights from across its international network. By presenting technical expertise in an accessible and engaging way while showcasing the people behind the business, Ogier has created a social media strategy that strengthens both brand visibility and client engagement. For its thoughtful and authentic approach, Ogier receives the Silver Award.

Best Social Media Marketing – Bronze

IQ-EQ

IQ-EQ has continued to demonstrate the power of social media as a platform for global brand building. Through campaigns highlighting its Future Focus insights programme, international growth strategy and specialist expertise across private wealth, funds and corporate services, the firm has maintained a strong and consistent presence across LinkedIn and other digital channels. Combined with regular employee stories, event coverage and thought leadership content, IQ-EQ has successfully used social media to reinforce its position as a leading global provider of investor services, earning the Bronze Award.

Best Marketing Campaign – Gold

Brooks Macdonald

Brooks Macdonald is recognised for its “Wealth of a Lifetime” campaign, which accompanied the firm’s repositioning as a UK-focused wealth manager following the sale of its international business and the launch of Brooks Financial. Supported by a refreshed digital presence, adviser engagement programme and nationwide roadshows, the campaign reinforced the firm’s commitment to helping clients navigate every stage of their financial journey. By aligning brand messaging with a significant period of business transformation, Brooks Macdonald delivered a campaign that strengthened awareness and client engagement, earning the Gold Award.

Best Marketing Campaign – Silver

Fairway Group

Fairway Group is recognised for its 25th Anniversary campaign, which celebrated a quarter of a century of growth and client service while highlighting the firm’s evolution into a leading independent provider of private wealth, corporate and fund services. Through a coordinated programme of client communications, digital content, events and colleague engagement, the campaign successfully combined the firm’s heritage with its ambitions for the future. By bringing together clients, employees and industry partners around a significant milestone, Fairway delivered a campaign that strengthened both brand visibility and stakeholder engagement, earning the Silver Award.

Best Marketing Campaign – Bronze

S&W

S&W is recognised for one of the most significant professional services launches of the year. Following its separation from Evelyn Partners, the firm unveiled the new S&W brand, reintroducing a name rooted in the heritage of Smith & Williamson while positioning the business as a leading force in accountancy, tax and business advisory services. The launch campaign combined a new visual identity, national media coverage, client communications and partner engagement, successfully introducing the firm to the market as an independent business with ambitious growth plans. For delivering a highly visible and impactful rebrand, S&W receives the Bronze Award.

Best Communications Campaign – Gold

JM Finn

JM Finn is recognised for its integrated communications campaign built around its client publication Prospect, one of the longest-running magazines in UK wealth management. Supported by digital content, video interviews and branded content linked to the firm’s sporting partnerships, the campaign successfully combined investment insight, client engagement and brand storytelling. By creating a platform that consistently delivers relevant and accessible content, JM Finn demonstrated how communications can strengthen relationships and reinforce a distinctive market position, earning the Gold Award.

Best Communications Campaign – Silver

IQ-EQ

IQ-EQ is recognised for its communications programme supporting the firm’s international growth strategy, including the announcement and integration of strategic acquisitions such as AMAL Group. Through a coordinated campaign spanning digital channels, thought leadership, client communications and media engagement, IQ-EQ successfully communicated its expansion into new markets while reinforcing its position as a leading global investor services provider. By combining corporate messaging with clear strategic storytelling, IQ-EQ earns the Silver Award.

Best Communications Campaign – Bronze

UBP

UBP is recognised for its communications campaign highlighting A Year of Controlled Growth, a theme that underpinned the bank’s reporting and market communications throughout the year. The campaign showcased the firm’s expansion of its UK activities, growth in wealth management and continued international development, while reinforcing UBP’s long-term focus on disciplined growth and client service. Through clear and consistent messaging across multiple channels, UBP delivered a campaign that strengthened visibility and stakeholder engagement, earning the Bronze Award.

Best Sustainability Communication Campaign – Gold

JTC Group

JTC Group is recognised for Responsible Together, the firm’s global sustainability and community engagement platform. Throughout 2025, the campaign highlighted JTC’s environmental commitments, charitable initiatives and employee-led volunteering activities across its international network. Through programmes including JTC Gives, which supported more than 100 community initiatives globally, the firm successfully translated its sustainability ambitions into a visible and engaging communications campaign. By combining measurable impact with authentic storytelling, JTC delivered a sustainability campaign that resonated with employees, clients and stakeholders alike, earning the Gold Award.

Best Sustainability Communication Campaign – Silver

Coutts

Coutts is recognised for its communications programme around Responsible Investing and Stewardship, which remained a central theme throughout 2025. Through the publication of its Stewardship Policy 2025, together with regular client communications on sustainable investing, engagement and long-term value creation, Coutts helped clients understand how environmental and social considerations can be integrated into investment decisions. By making complex sustainability issues relevant and accessible to private clients, the bank demonstrated leadership in responsible investment communications, earning the Silver Award.

Best Sustainability Communication Campaign – Bronze

Quintet

Quintet is recognised for its Sustainability: Seizing the Opportunity campaign, which explored the role of sustainable investing in delivering both long-term returns and positive societal impact. Supported by the firm’s wider Why Sustainability Matters platform and the publication of its 2025 Sustainability Statement, the campaign encouraged clients to view sustainability not simply as a responsibility but as an investment opportunity. Through clear, evidence-based communications and a strong focus on client education, Quintet delivered a campaign that successfully advanced the sustainability conversation across private wealth management, earning the Bronze Award.

Best Employee Brand of the Year – Gold

Fairway Group

Fairway Group has built a distinctive employee brand around professional development, learning and long-term career progression. During the year, the firm strengthened that reputation through its Promise Programme and Management Development Accreditation Programme, initiatives designed to support employees at every stage of their careers while developing future leaders across the business. This commitment was further recognised through the achievement of STEP Gold Employer Partner Accreditation, reflecting Fairway’s structured approach to talent development and progression. For creating an employee experience that places growth and opportunity at its core, Fairway Group receives the Gold Award.

Best Employee Brand of the Year – Silver

Evelyn Partners

Evelyn Partners is recognised for its investment in the next generation of talent through its Early Careers Programme, which offers structured pathways for school leavers, interns, apprentices and graduates across the business. Supported by active inclusion initiatives and employee resource groups, the programme helps attract, develop and retain talent from a broad range of backgrounds. By combining professional development with a strong focus on belonging and opportunity, Evelyn Partners has reinforced its position as an employer of choice within wealth management and professional services.

Best Employee Brand of the Year – Bronze

Barclays Private Bank

Barclays Private Bank is recognised for its commitment to developing future talent through initiatives including the Private Bank & Wealth Management Higher Apprenticeship Programme and Private Bank & Wealth Management Degree Apprenticeship Programme. These programmes provide hands-on experience, professional qualifications and clear career pathways within one of the world’s leading financial institutions. Combined with Barclays’ wider focus on inclusion, development and career mobility, they have helped strengthen the firm’s employer brand and attract the next generation of private banking professionals.

Best Rebranding – Gold

Weatherbys Private Bank

Weatherbys Private Bank is recognised for the continued evolution of its People First Banking brand platform, which modernised the presentation of one of Britain’s oldest financial institutions while remaining true to its heritage. Supported by a refreshed visual identity, updated digital experience and a clearer articulation of the bank’s client proposition, the rebrand successfully repositioned Weatherbys for a new generation of private banking clients. By balancing tradition with a more contemporary and accessible brand, Weatherbys delivered a rebrand that strengthened its market presence while preserving the values that have defined the business for more than 250 years.

Best Rebranding – Silver

McInroy & Wood

McInroy & Wood is recognised for its comprehensive brand transformation developed with Sparks Studio, which included a new visual identity, logo and website. Built around the positioning statement “In a complicated world, we offer clarity and comprehension”, the rebrand was designed to better reflect the firm’s long-term investment philosophy and personal approach to client service. The project successfully modernised the firm’s image while retaining the independence and heritage that have defined the business since 1986, earning McInroy & Wood the Silver Award.

Best Rebranding – Bronze

Buzzacott

Buzzacott is recognised for its major Fit for the Future brand refresh, developed in partnership with Athlon. The project introduced a new visual identity, redesigned website and a more client-focused brand architecture designed to make the firm’s services easier to understand and navigate. By replacing generic imagery with authentic photography and creating a more modern, flexible design system, Buzzacott successfully refreshed its market presence while remaining true to its values and culture. For delivering one of the most significant brand transformations in the professional services sector during the year, Buzzacott receives the Bronze Award.

Brand of the Year – Gold

W1M Wealth & Investment Management

W1M Wealth & Investment Management is recognised for one of the most successful brand launches in the wealth management sector. Following the transition from Waverton and the acquisition of London & Capital, the firm introduced the W1M brand, creating a new identity built around scale, innovation and client service. The launch brought together two highly regarded businesses under a single banner while maintaining a strong focus on investment excellence and personal relationships. Through a carefully executed rebrand and market positioning strategy, W1M has quickly established itself as one of the most recognisable names in UK wealth management, earning the Gold Award.

Brand of the Year – Silver

JTC Group

JTC Group has continued to strengthen its global brand through a clear and consistent focus on its purpose-led identity and Responsible Together platform. Supported by international expansion, strategic acquisitions and a strong emphasis on employee ownership, the firm has successfully maintained a cohesive brand across a rapidly growing global business. Through consistent messaging around service, stewardship and community impact, JTC has reinforced its position as one of the most respected brands in the trust, corporate and fund services sector, earning the Silver Award.

Brand of the Year – Bronze

Howden Insurance

Howden Insurance is recognised for building one of the most distinctive brands in professional services. Throughout the year, the firm’s People First proposition continued to differentiate it from larger competitors, supported by a strong programme of acquisitions, high-profile sponsorships and employee engagement initiatives. By combining entrepreneurial spirit with a people-centred culture, Howden has created a brand that resonates with clients, colleagues and partners alike. Its continued growth and visibility make Howden a worthy recipient of the Bronze Award.

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