2025 Shortlist

Our esteemed judging panel met on September 15th and after a full day of debate and deliberation we are delighted to announce the shortlist for 2025. It was another fantastic year with many brilliant entries, making the judging a difficult task for our panel. If you've been shortlisted, we'll be in contact in the coming days regarding attendance at the dinner and awards on the 20 November 2025 at De Vere Horsley Estate.


2025 Marketing Team of the Year


 T. Rowe Price

 The Openwork Partnership

 Natixis Investment Managers

 AXA IM Select

2025 Agency of the Year


 Lansons | Team Farner

Opinium

 Teamspirit

 The Dubs Agency

 MRM UK

 Fundamental Group

2025 Marketer of the Year


 Hazel Pitchers, IFM Investors

 Suzanne Collins, TrinityBridge

Lucy Silva, BNY

 Miranda McLean, HSL

2025 Young Marketer of the Year


Aya Saadaoui, St. James's Place Wealth Management

 Sunny Kler, Schroders

 Morgan Rennie, Aberdeen Investments

Most Effective Customer Retention Initiative


 Fidelity International
Customer-Centric Pension Retention

Nationwide Building Society
Marketing Effectiveness Awards - Passbook Communications

T. Rowe Price
 Liberation (may)day

Most Effective Personalisation


Fidelity International
Cutting through the noise

T. Rowe Price
Beyond borders: Mastering multicultural, multilingual personalisation for flagship events

Most Effective Sustainability Campaign


There was one standout winner for the category.

Most Effective Brand Strategy


BlackRock
"The Market is Yours" - Most Effective Brand Strategy

 mark-making* BE MORE YOU: deepening Pepper Money's emotional connection with brokers

Fidelity International
Don’t just Invest, be Invested: How Fidelity tapped into the emotion of investing to drive brand and business results

LV= with Moreish Marketing
 Investment for Humans

Libertine and Premier Miton
Great things start from a blank sheet of paper

Ecommpay
Ecommpay rebrand

now:pensions
Fair Pensions For All

T. Rowe Price
Curiosity Brand Campaign in EMEA

Most Effective Use of a Small Budget


 Anything is Possible
From App to Engine: How ASO drove 3x revenue growth for Dayinsure

The Openwork Partnership
The Launch of Marketing Gateway—a powerful, user-focused Digital Asset Management tool

MRM UK
Swiss Re with MRM Make an Impact

Building Societies Association
Celebrating Mutuals

West Brom Building Society

BNP Paribas Asset Management
 US Small Cap Hero Growth Campaign

Aberdeen Investments
 Smashing through the noise: how the Aberdeen Padel Leaegue reconnected a brand on a budget

BlackRock
 "Read on Retirement" - Most Effective Use of a Small Budget

T. Rowe Price
Tutto al Posto Giusto at Salone del Risparmio 2025

AXA IM Select
Using AI to drive efficiency and support sales network

now:pensions
Fair Pensions For All

Most Effective Content Marketing Strategy


Bupa (with Teamspirit)
Break through and be heard

Indulge Media
How Research Created a Swiss Tax Thought Leader

Custom Content from The Wall Street Journal
WSJ x UBS: The Craft of Finance

The Dubs Agency
Nuveen EQuilibrium Institutional Investor Report

BlackRock
"BlackRock People & Money: The Trends Shaping Investing in Europe"

T. Rowe Price
 The Angle podcast series

BNP Paribas Asset Management
 US Small Cap Hero Growth Campaign Hub

 Allianz Investment Trusts | Hub Agency

now:pensions
 Fair Pensions For All? The Underpensioned 2025

IFM Investors
Private Markets 700

Ruffer LLP
Most Effective Content Marketing Strategy - The Ruffer Review

Most Effective Integrated Campaign B2B


LDC
The LDC Top 50 Most Ambitious Business Leaders 2024

Rationale
 Empowering the UK's SMEs to get growing

T. Rowe Price
The T. Rowe Price Staffelmarathon

LV= with Moreish Marketing
Investment for Humans

L&G
 L&G - Most Effective Integrated Campaign ( B2B )

CFC
CFC Cyber Proactive Response (CPR) Campaign

Orbis Investment Management and Fundamental Media
 Sunrise on Venus

T. Rowe Price
T. Rowe Price US Equities Campaign

mark-making*
BE MORE YOU: deepening Pepper Money's emotional connection with brokers

Most Effective Use of Social Media


 Nasdaq
Nasdaq's Blueprint for Europe

 Ecommpay
Ecommpay rebrand

 Bank of Ireland for Intermediaries
Connecting with our Intermediary Community: Driving B2B Engagement Through LinkedIn

 Oliver Cook
Pensions for Startups

T. Rowe Price
#RoweWithUs

Most Effective Customer Event


 T. Rowe Price
The 2024 EMEA Investment Conferences

Hiscox
Hiscox: Bringing the love to BIBA

BlackRock
"Leader to Leader" Most Effective Customer Event

Intelliflo
Intelliflo innovate 2025

Fidelity International
Cultivating Connections: Expanding Our Events Programme Across the UK

AML Group Vanguard Advance
How looking back helped over 300 people see into the future

Aberdeen Investments
The Aberdeen Padel League: creating meaningful connections through sport

Most Effective Integrated Campaign B2C


 Third City
Face Forward

Fidelity International
Don’t just Invest, be Invested: A fully integrated approach to drive Fidelity’s brand and business success

Libertine and Alliance Witan
 Helping more people find their investment comfort zone

Fundamental Media
The marketing campaign that mobilised retail shareholders'?

BlackRock
"The Market is Yours" - Most Effective Integrated Campaign (B2C)

Lansons | Team Farner
Alpha males only: Hollywood and the gender investment gap

T. Rowe Price
#RoweWithUs: The Boat Race & Million Metre Challenge

Every Friday Limited
Lloyds Banking Group - Don't Wake Up To Dull

Most Effective Attribution Strategy


There was one standout winner for the category.

Most Effective International Campaign


 BlackRock
"The Market is Yours" - Most Effective International Campaign

Fidelity
APAC (with Teamspirit) Getting our income out of a fix

T. Rowe Price
 T. Rowe Price US Equities Campaign

Quintet
Quintet x BlackRock - ‘Where do I Start?’

Wellington Management and Libertine
 Owning the new economic era

BNP Paribas Asset Management
SEM Always-On Campaign

Tribus Digital
 Bridging International Broker Awareness Gaps with CFC’s Always-On LinkedIn Campaign

For table sales enquiries:
Orhan Toprakci
Head of Delegate & Event Marketing Solutions Sales
(0)20 7484 9973
For sponsorship enquiries:
Will Thompson
Business Development Manager
0207 484 9795