Award Categories

/Award Categories

Best Investment Broker

This is a New Category for 2017! The winner of this category should be able to demonstrate excellence in advising clients on their investment requirements. You should show how you guide clients towards the best investment asset allocation. They should be able to demonstrate an ability to show a client centric approach to the business by providing the financial jargon busting material both in print and online. Service / training / technology / systems will be taken into account Enter Now   [...]

Longboat Analytics Best Investment Fund Provider

2016 Winner - Standard Life The award recognises sustained fund performance over the last 5 years based on a fund provider’s risk adjusted performance across their range of funds. The award is calculated by analysing the performance for all funds in each fund category (gross of charges) within Longboat Analytics’ “Fund Focus” analysis tool. Qualifying funds must be open for new business and of sufficient size. Submissions for this award are not required. [...]

Longboat Analytics Best Pension Fund Provider

2016 Winner - Merrion Investment Managers The award recognises sustained fund performance over the last 10 years based on a pension fund provider’s risk adjusted performance across their range of pension funds. The award is calculated by analysing the performance for all pension funds in each fund category (gross of charges) within Longboat Analytics’ “Fund Focus” analysis tool. Qualifying funds must be open for new business and of sufficient size. Submissions for this award are not required. [...]

Longboat Analytics Best Balanced Managed Pension Fund

2016 Winner - New Ireland Pension Evergreen Fund The award recognises the best balanced managed pension fund in the market based on the fund with the largest risk adjusted performance over the last 10 years. The award is calculated by analysing the performance for all pension funds in the balanced managed category (gross of charges) within Longboat Analytics’ “Fund Focus” analysis tool. Qualifying funds must be open for new business and of sufficient size. Submissions for this award are not re [...]

Longboat Analytics Best Balanced Managed Fund

2016 Winner - New Ireland Evergreen Fund The award recognises the best balanced managed fund in the market based on the fund with the largest risk adjusted performance over the last 8 years. The award is calculated by analysing the performance for all funds in the balanced managed category (gross of charges) within Longboat Analytics’ “Fund Focus” analysis tool, that are open for new business and of sufficient size. Submissions for this award are not required. [...]

Grand Prix Award

2016 Winner - Cornmarket Group Financial Services Ltd. This company will show a constant level of innovation actively within the market across multiple products. This innovation will both reflect the changing FS market, both retail and corporate, and will show a differential to their competitors with new product engagement for new and existing customers. Judged on the ease of understanding, use of technology marketing and overall uptake. Service/technology/communication/systems are taken into [...]

Independent Trustee of the Year

2016 Winner - ITC Nominations for this award will be accepted from Independent Professional Trustee Companies, the winner will be a firm will that has contributed significantly to development of Pension & Private/family Trust business. The winning firm will demonstrate their commitment to the Irish Market whilst developing opportunities in other jurisdictions. In addition the winner will be able to demonstrate the desire to promote a better understanding of Pensions & Trust law in the [...]

Best Mortgage Product

2016 Winner - KBC Bank The winner for best mortgage product is denoted not just by market share and number of customers, but also the ability to meet the challenge of the changing lending landscape. Show the ability to manage sometimes weak customer equity and high delinquency in the portfolio, and still remain flexible while showing strong customer support capabilities. Service/training/technology/systems. Enter Now [...]

Best Mortgage Broker

2016 Winner - Rockwell Financial Management Ltd. Your company should be able to demonstrate a great track record as a business and in advising clients on their mortgage needs either as a mortgage specialist or independent financial advisor. You should show how you guide clients towards the best mortgage solution based on the client needs. You should illustrate how you support clients with financial jargon busting material both in print and online. Service/training/technology/systems. Enter Now [...]