Entries are open for five weeks until Wednesday 27 August, 2025 at 5pm (UK time).
The II Awards 2025 event is the longest-running and among the most sought after of awards for UK and international wealth management and the cross-border financial services and advice industry.
And this year entry is set to be simplified to make it easier for companies and individuals to enter. II Publisher Gary Robinson, said: "We are extremely proud that the II Awards continues to be seen as the Oscars of the industry and this year we are to continue with our Global TV Premiere of the ceremony.
"For the adviser segment of these awards we are extremely grateful for the continued support of our sponsors IFGL/RL360, Utmost, Hansard and Finance Isle of Man."
Click on the categories below to enter
Entries are open for five weeks until close on Wednesday 27 August, 2025 at 5pm (UK time).
All shortlisted entrants will be notified at the end of August with the Winners and Highly Commended revealed at the II Awards 2025 Global Premiere on Thursday October 9, 4pm (UK time).
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 Employee Benefits Solutions
This award is designed to recognise the financial services companies that have excelled in the international and/or UK Employee Benefits Solutions marketplace.
Best ESG/Sustainability Fund
This is the age of the green investment. Environmental, social and corporate governance (ESG) values are permeating every sector of the industry, and on every continent. ESG is a permanent and mainstream feature of international finance. II is looking forward to championing the very best this nascent sector has to offer.
Best Fintech Innovation
This award is designed to recognise innovation within the growing sector of financial technology companies, ie innovations, new launches or new products within the Insurtech, AI and general fintech world.
Best International Discretionary Fund Manager
Open to discretionary fund managers offering services on an international basis. The panel will take into account the growth of business, and range of products and services offered, including levels of service, use of technology and recent enhancements.
Best International Financial Centre
Open to international finance centres. In judging the panel will take into account enabling legislation, involvement at local and international level, future growth prospects and initiatives.
Best International Fund Group
Open to fund groups offering an offshore range available in the UK. Fund groups will be subject to an initial performance check by Morningstar. See Methodology for further information of criteria.
Best International Pension Product
Open to groups that offer international pension products to the UK and/or the Ex-UK market. In judging, the panel will focus on the company's expertise in pensions, target market, benefits, service, technology and recent enhancements.
Best International Platform
Open to groups that provide international trust products. The panel will take into account product launch, suitability, target market, product benefits and recent enhancements.
Best International Portfolio Bond
Open to groups that provide offshore or international portfolio bond products cross-border. The panel will take into account suitability of product, target markets, product benefits and recent enhancements.
Best International Life Protection Plan
Open to groups that provide life assurance protection plans. The panel will take into account suitability of product to target market, product benefits and recent enhancements.
Best International Pension Provider
Open to groups that offer international pension products to the UK and/or the Ex-UK market. In judging, the panel will focus on the company's expertise in pensions, target market, benefits, service, technology and recent enhancements.
Excellence in Citizenship Services
Open to international citizenship service and product providers or advisers (or jurisdictions) offering citizenship products and services on an international basis. This award is designed to recognise excellence in the increasingly popular cross-border citizenship services and products and services marketplace. This award is determined by a combination of judges votes including a specially-selected adviser panel.
Best International Savings Plan
Open to groups that provide general savings plans that offer international investment solutions. The panel will take into account suitability to target market, product benefits and any recent enhancements.
Best International Trust Product
Open to groups that provide international trust products. The panel will take into account product launch, suitability, target market, product benefits and recent enhancements.
Best Protection Provider
The award is designed to recognise the international financial services companies that have excelled in the international private medical insurance sector, protection or critical illness sector. Award/s for both adviser/broker or general industry.
Best International Life Group (Non-UK)
Open to life groups that provide products and services to those in the non-UK market. The panel will take into account growth of the business, range of products, support to target markets, level of service, technology, recent product enhancements, involvement at industry level.
Best International Life Group (UK)
Open to life groups that provide products and services to those in the UK market. The panel will take into account growth of the business, range of products, support to target markets, level of service, technology, recent product enhancements, involvement at industry level.
Contribution to Diversity & Inclusion Award
This award is designed to honour the work of a company or an individual within from the adviser community (ie international IFA, advisory firm or broker) or industry (i.e. life, investment or professional financial services company or a jurisdiction) that has contributed towards helping accelerate the pace of change towards a more diverse and inclusive international financial services industry. We hope you will take this opportunity to either nominate yourself or a valued colleague for these awards and we look forward to revealing our finalists and winners later in the year.
International Campaign of the Year
A category to recognise excellence in marketing. The award will be given to a single campaign that the judges find particularly striking and innovative, from any financial services company, jurisdiction or advisory firm worldwide.
International DFM Fund/Product of the Year
Open to international discretionary fund managers offering products and services on an international basis. This award is designed to recognise excellence in DFM funds, portfolio construction and other products and services offered. This award is determined by a combination of judges votes including a specially-selected adviser panel.
Excellence in Trust and Estate Planning
The award is designed to recognise the international financial services companies that have excelled in the Trust and Estate planning sectors.
Excellence in Sustainability
Entries are welcomed from financial advice or financial services companies that are delivering services or products to their clients that are operating in the ESG marketplace. Can also be awarded to a firm, jurisdiction or individual that is excelling in ensuring that its practices are of the highest standards ensuring that sustainability and ESG are undertaken.
Best Emerging Talent (Advisers) – sponsored by IFGL
Open all persons under the age of 40 (as at the time of the nomination or entry) in the international financial services adviser community (ie international IFA, advisory firm or broker).
Nominees will be judged against factors such as professional development, outstanding customer service levels and instances of excellent teamwork or leadership in their chosen field. This award is determined by a combination of judges votes and readers votes.
Excellence in Client Service – Industry (regional and global awards)
Regional awards and an overall global winner to acknowledge exceptional client service in the international financial services industry (i.e. life, investment or professional financial services company or a jurisdiction). An overall global winner will also be selected. This award is determined by a combination of judges votes and readers votes.
Excellence in Client Service - Advisers (regional and global awards) – Sponsored by Hansard
Regional awards and an overall global winner to acknowledge exceptional client service in the international financial services industry (i.e. life, investment or professional financial services company or a jurisdiction). An overall global winner will also be selected. This award is determined by a combination of judges votes and readers votes.
Excellence in Advisory Best Practice (by region) - sponsored by Utmost
This category is intended to recognise wealth management/financial advisory firms located in and/or operating in any region of the world, which have not only adopted best practices on behalf of their clients, but have gone the extra mile to put in place practices that serve as a beacon for others looking to improve their own businesses.
Excellence in Fintech - sponsored by Finance Isle of Man
The award is designed to recognise the financial companies that have excelled in the sector of financial technology in the international financial services industry or the adviser community (ie international IFA, advisory firm or broker) or industry (i.e. life, investment or professional financial services company or a jurisdiction).
Unsung Hero Award
Open to all persons in the cross-border financial advice industry or the general cross-border financial services industry, the award is designed to honour those that go above and beyond in their role and are rarely recognised at awards. Can be in any role within the company. Nominees can be self-submitted or submitted on behalf of someone else. This award is determined by a combination of judges votes and readers votes.
There are two awards. Adviser -for those In the international financial services industry or the adviser community (ie international IFA, advisory firm or broker). And Industry (i.e. an individual working in life, investment or professional financial services company or a jurisdiction)
Personality of the Year (Advisers)
Open to all persons in the international financial services industry or cross-border financial advice industry. Nominees will be judged against factors including their proven ability to deliver exceptional service levels to clients, and deliver improved service levels over time, along with their own professional development. And, if appropriate, how their leadership has helped move their business forward. This award is determined by a combination of judges votes and readers votes.
There are two awards. Adviser - for those In the international financial services industry or the adviser community (ie international IFA, advisory firm or broker). And Industry (i.e. an individual working in life, investment or professional financial services company or a jurisdiction)
Personality of the Year (Industry)
Open to all persons in the international financial services industry or cross-border financial advice industry. Nominees will be judged against factors including their proven ability to deliver exceptional service levels to clients, and deliver improved service levels over time, along with their own professional development. And, if appropriate, how their leadership has helped move their business forward. This award is determined by a combination of judges votes and readers votes.
There are two awards. Adviser - for those In the international financial services industry or the adviser community (ie international IFA, advisory firm or broker). And Industry (i.e. an individual working in life, investment or professional financial services company or a jurisdiction)
Company of the Year (Advisers)
This award is designed to recognise the financial services companies (advisers or industry) that have generally excelled across all areas of operation ie leadership, innovation, business practices, client service, sustainability, employee satisfaction. This award is determined by a combination of judges votes and readers votes.
There are two awards. Adviser - if or those In the international financial services industry or the adviser community (ie international IFA, advisory firm or broker). And Industry (i.e. an individual working in life, investment or professional financial services company or a jurisdiction)
Company of the Year (Industry)
This award is designed to recognise the financial services companies (advisers or industry) that have generally excelled across all areas of operation ie leadership, innovation, business practices, client service, sustainability, employee satisfaction. This award is determined by a combination of judges votes and readers votes.
There are two awards. Adviser - if or those In the international financial services industry or the adviser community (ie international IFA, advisory firm or broker). And Industry (i.e. an individual working in life, investment or professional financial services company or a jurisdiction)
Excellence in Innovation within International Financial Centres - sponsored by Finance Isle of Man
Open to international finance centres. In judging the panel will take into account innovation within financial centres. An example may be encouraging growth in new markets with new and innovative creative campaigns or creation of innovative new products, services within that jurisdiction that stand out etc.
European Fund Selector of the Year
Open to all European fund selectors. Nominees will also be judged against factors including their proven ability to deliver excellence in portfolio construction, ongoing service levels to clients, along with their own professional development and adoption of clear, sustainable business models in their ongoing role. Selection is also based on European fund selector market data.
Best Emerging Talent (Industry)
Open all persons under the age of 40 (as at the time of the nomination) in the international financial services industry ( (i.e. life, investment or professional financial services company or a jurisdiction)
Nominees will be judged against factors such as professional development, outstanding customer service levels and instances of excellent teamwork or leadership in their chosen field. This award is determined by a combination of judges votes and readers votes.
Excellence in Private Banking
Open to all wealth management companies offering private banking services and products. This award is intended to recognise service levels that go above and beyond the norm.
