II Awards 2022 – shortlist revealed

The first batch of finalists for the 2022 International Investment Awards have been announced, following a record number of entries for this year’s awards.

Below are the names of the shortlisted finalists ahead of this year’s awards – the 23rd annual event – which is considered the premier awards event in international financial services.

The official ceremony of the II Awards 2022 will again be virtual this year and should be broadcast on Thursday 6 October 2022, 3pm (UK time).

Gary Robinsonleft picturePublisher, International Investment, said: “The judges have chosen their finalists and the countdown

at 23rd The annual International Investment Awards are really getting started.

“We are proud that these awards are the oldest in our industry – in a way – and are considered the Oscars of the international financial services industry.

“We’ve had thousands of readers help us judge these four categories in previous years and we expect this year to be no different.”

We are grateful for the support of our sponsors with the best Fintech innovation Prize sponsored by Isle of Man InsurtechThe Excellence in Consulting Best Practices – Sponsored by Maximum and our Customer Service Excellence (Advisors) The awards were sponsored by Hansard.

2022 International Investment Awards Shortlist

Best ESG/Sustainability fund:

Investiper Etico Bilanciato – BCC Risparmio & Previdenza

Rathbone SICAV Ethical Bond Fund – Rathbone Unit Trust Management

FP Foresight Sustainable Real Estate Securities Fund – Foresight Group

KBI’s circular economy strategy – KBI Global Investors

Fisher Investments Institutional Global Sustainable Equity Impact ESG Fund – Fisher Investments

VH Global Sustainable Energy Opportunities plc – Victory Hill Capital Advisors LLP

Nordea 1 – Emerging Stars Bond Fund – Nordea Asset Management

Best Family Office

Wimmer Family Office

MBMG Family Office

Best Fintech Innovation – sponsored by Insurtech Isle of Man

Toro Alerts



Global PayEX

Halo Investing

Reason Finance


Limited silver hoard

iPensions Group

Best International Discretionary Fund Manager


Evelyn Partners

Nova Heritage Limited

Marketing VAM

Waverton Investment Management

LGT Wealth Management

Best International Financial Center


Isle of man



Best International Life Insurance Group (Excluding UK)


Highest group

Best International Life Group (UK)

Canada Life

Highest group

Best International Pension Plan

Aurora UAP International Pension Range – The UAP Group

International Aurora Package UAP – The UAP Group

Aurora Package UAP USA – The UAP Group

International Pension Plan – Zurich International Life Ltd

Novia Global International SIPP – Novia Global

Best international platform

Ardan International

World News

Best international bond portfolio


Canada Life Premier Account – Canada Life

Access Portfolio – Investors Trust

Best International Savings Plan

RER – RL360

Offshore savings account – Canada Life

Evolution Plus – Investors Trust

S&P 500 Index – Investors Trust

Aurora International Retirement and Savings Plan UAP – The UAP Group

Best International Trusted Product

Wealth preservation account – Canada Life

Trust Advantage – The UAP Group

Best protection plan

IPME+ – Friends Provident International Limited

CanProtect Whole Life – Canada Life

International Campaign of the Year

World News

Canada Life

Finance Isle of Man

Investor confidence

Excellence in Trust and Estate Planning

Mauritius Administration and Trust Company

Canada Life

The UAP group

DFM International Fund/Product of the Year (NEW)

Aviva Investors Multi-Strategy Target Return Fund – Aviva Investors

Aviva Investors Global Convertible Funds – Aviva Investors

Rathbone SICAV Ethical Bond Fund – Rathbone Unit Trust Management

Evelyn Partners

Contribution to diversity and inclusion (industry)

Dr. Tanya C. McCartney – Financial Services Council of the Bahamas


standard bank

LGT Wealth Management SA

Excellence in Fintech (Advisors)



Toro Alerts

Excellence in Fintech (Industry)

Axyon AI srl


Investor confidence

Global PayEX

SME financing

Reason Finance


iPensions Group

Excellence in innovation within international financial centers

KBC Asset Management

Finance Isle of Man

Excellence in sustainability (industry)

KBC Asset Management

Alquity Investment Management

Morningstar Sustainalytics

Marketing VAM


Offshore Standard Bank Group

Nordea Asset Management

LGT Wealth Management

KBI Global Investors

There are also awards that are decided by both judges and audience votes. These will be announced here on Thursday.

Finalists for the remaining categories not yet listed, including: Personality of the Year (Advisors), Personality of the Year (Industry), Unsung Hero Award (Advisors) – NEW, Unsung Hero Award (Industry) – NEW, Emerging Talent of the Year (Advisors), Emerging Talent of the Year (industry), European Fund Selector of the Year, Best International Fund Group, Excellence in Private Banking, Contribution to Diversity and Inclusion (Advisers), Excellence in Sustainability (Advisers), Excellence in Advisory Best Practice (by region) – Sponsored by At the highest level, Hansard-sponsored Customer Service Excellence (Advisors) and Customer Service Excellence (Industry) will be announced on Thursday.

Finalists for all awards will be notified in writing in the coming days.

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