PIMFA
21 July 2022
PIMFA announces shortlist for second Diversity & Inclusion Awards
PIMFA, the trade association for wealth management, investment services and the investment and financial advice industry, is delighted to announce the shortlist for its second Diversity & Inclusion Awards (see below).
Launched last year and opening to entries in April, PIMFA’s industry awards demonstrate our continuing commitment to promote diversity and inclusion best practice within the financial services industry. In June, PIMFA also published two reports: one looking at the regulatory expectations the Financial Conduct Authority (FCA) has of firms with regard to diversity and inclusion, and the second taking some examples of best practice from last year’s awards and demonstrating the initiatives already out there that others can take inspiration from.
Those shortlisted will now be judged by a group of industry peers alongside experts in diversity and inclusion from charities that PIMFA partner with which include Richard Wilson, Chief Executive of Interactive Investor; Peter Moores, Chief Executive of Raymond James; Jennifer Mathias, Chief Finance Officer at Rathbones; Theresa Heaton, Head of Change at Brown Shipley; Matt Cameron, Global Managing Director at LGBT Great, and Bev Shah, CEO & Founder, City Hive, among others.
This year’s event, held in partnership with Royal London, Interactive Investor, Morningstar, SEI Investment Europe, Raymond James, ClearStream, Charles Schwab, Sesame Bankhall Group, FIS and Howden, is expected to be even bigger and better – culminating in a gala awards ceremony at the Sheraton Grand Hotel in central London on 19 October 2022.
Individuals and firms shortlisted in each category for the Awards are:
Best Approach to Wellbeing Award
- Peel Hunt LLP
- SEI Investments (Europe) Limited
- Quilter Financial Planning
- Seccl
- 7IM
- Sesame Bankhall Group
Best D&I Initiative Award (Large Firm)
- Coutts
- The Openwork Partnership
- Rothschild & Co
- Seven Investment Management LLP
- Royal London Group
Best D&I Initiative Award (Small Firm)
- Morningstar
- SEI Investments (Europe) Limited
- Seccl
- Beckett Investment Management Group
- Sesame Bankhall Group
- Efficient Frontiers International
- Themis
- Raymond James Investment Services
Best Industry D&I Initiative Award
- Career Masterclass
- Women in Banking and Finance
Best Supplier Award
- Kidbrooke Advisory AB
- Howden
Inclusive Talent Management Award
- Rothschild & Co
- Interactive Investor
- Brooks Macdonald
Rising Talent Award
- Rajammal Veerappan – Rathbones Group Plc
- Graham Anthony Sutherland – Rathbones Group Plc
- Amy Staines – Coutts
- Sandra Dailidyte – Brown Shipley
- Victoria Olanipekun – Themis
Overall D&I Champion Award
- Kirsty Luciani -Rathbones Group Plc
- Sandra Dailidyte -Brown Shipley
- Sean Taylor – Canaccord Genuity
- Charlotte Phillips-Lynn -Seccl
- Connie Hammond -Rathbones Group Plc
- Myron Jobson -Interactive Investor
- Deon Pillay -Legal and General Investment Management
- Elena Koycheva -BlueBay Asset Management
Liz Field, Chief Executive of PIMFA, commented: “I’m absolutely delighted both by the quality and by the number of entries we have had to our second Diversity & Inclusion Awards. Many congratulations to all those shortlisted and I’d like to thank all those that submitted an entry this year.
“Once again it has not been easy for select those people and organisations shortlisted from the many entries. There are some excellent D&I initiatives out there and the continuing work that so many are doing in this area is inspiring.
“PIMFA’s Diversity & Inclusion Awards aim to continue to celebrate the people and organisations that are working hard to ensure our industry better represents the wider society it aims to serve. We still have a journey ahead of us to achieve that goal, but as an industry we are making great strides to equip ourselves for a diverse and inclusive future and we are making progress. I look forward to celebrating that progress with those shortlisted and our winners in October.”
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About PIMFA – the Personal Investment Management & Financial Advice Association
- Those that would like to attend the virtual awards ceremony can register for a free place here.
- Find out more about PIMFA’s other D&I work here
- PIMFA is the trade association for firms that provide investment management, investment services and advice to everyone from individuals and families to charities, pension funds, trusts and companies.
- The sector currently looks after £1.65 trillion in private savings and investments and employs over 63,000 people.
- PIMFA represents both full and associate member firms. Full members provide a range of financial solutions including financial advice, portfolio management, as well as investment and execution services. They assist everyone from individuals, and families, to charities and pension funds, all the way to trusts and companies. Associate members provide professional services to the PIMFA community.
- PIMFA leads the debate on policy and regulatory recommendations to ensure that the UK remains a global centre of excellence in the wealth management, investment advice and financial planning arena. Our mission is to create an optimal operating environment so that its member firms can focus on delivering the best service to clients, providing responsible stewardship for their long-term savings and investments.
- PIMFA has made numerous recommendations to the FCA regarding the Future of Advice, the Future of Supervision, & the FSCS levy – read more.
- PIMFA was created in 2017 as the outcome of a merger between the Association of Professional Financial Advisers (APFA) and the Wealth Management Association (WMA) with a history as a trade association since 1991 – read more.
- Further information can be found at pimfa.co.uk
Contact
For further information on this release or other press matters please contact:
Matthew West, PIMFA PR Manager – MatthewW@pimfa.co.uk, +44 (0)20 7382 0376
Sheena Gillett, PIMFA Communications & PR Director – sheenag@pimfa.co.uk, +44 (0)20 7011 9869 / +44 (0)7979 493225
