SHORTLIST 2024
COMPANY AWARDS
Championing Disability Inclusion
Fidelity International
HSBC
Royal London
Zurich
Championing LGBT Inclusion
7IM
HSBC Global Asset Management
St. James's Place
Zurich
Championing Religious Inclusivity
HSBC
Invest & Grow
Royal London
Championing Mental Health and Neurodiversity Inclusion
HSBC
Legal and General Investment Management
LV=
Zurich
Championing Women's Equality
HSBC Global Asset Management
LV=
Virgin Money
Zurich
Championing Social Mobility
Legal and General Investment Management
Sterling Investments
William Blair
Championing Race Equality
BSL Financial Services
Walker Crips
Zurich
Championing Trans and Non-Binary Inclusion
HSBC
Peregrine & Black Investment Management
Succession Wealth
Zurich
Community Engagement Initiative of the Year
Barclays Eagle Labs
Quilter
Raymond James Investment Services
Zurich
Cultural Awareness Initiative of the Year
BlackRock
Family Building Society
Diversity & Inclusion Initiative of the Year (Small Company)
Barclays Eagle Labs
Sterling Investments
Walker Crips
Diversity & Inclusion Initiative of the Year (Large Company)
BlackRock
Legal and General
Scottish Widows
Zurich
Product or Service of the Year
Exante
True Self Wealth Ltd
Trailblazing Company of the Year
PensionBee
Schroders
Zurich
INDIVIDUAL AWARDS
Diversity Champion of the Year (Small Company)
Jamie Lowe, True Self Wealth
Lingling Wu, Bullseye Financial
Natasha Percy-Baxter, Percy-Baxter Wealth Management
Zohul Malikzada, Malikzada Financial Planning
Natalie Ojevah, Barclays Eagle Labs
Diversity Champion of the Year (Large Company)
David Hynam, LV=
Deon Pillay, Legal & General Investment Management
Kristopher Banks, HSBC
Toni Thorne, J.P. Morgan Asset Management
Pauline White, Zurich
Rising Star of the Year (Small Company)
Jeanne Mpondo, EM & MJ Wealth Management
Natasha Percy-Baxter, Percy-Baxter Wealth Management
Rachel Edwards, Working in Mortgages
Rising Star of the Year (Large Company)
Carla Ruiz Martinez, Bippit
Lauren Fuller, NatWest
Oluseun Oduleye, LGT Wealth Management
Zoe Lord, HSBC
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