2026 SHORTLIST 

Congratulations to our 2026 Shortlist!


 

2026 Marketing Team of the Year

AllianceBernstein

Capital Group

Enfuce

T. Rowe Price

The Openwork Partnership

Triple Point

Vitality

2026 Agency of the Year

 Fundamental Group

Lansons

mark-making*

Moreish Marketing

Opinium 

 The Dubs Agency

 VCCP Roar


2026 Marketer of the Year

Ana Maria, Jufa Croner

Beth Tait, OneFamily

Lynn Mah, AllianceBernstein

Peig Meehan, Aviva Investors


2026 Young Marketer of the Year

Ben Robertson, Paragon Bank

Daniela Santos, Rathbones

Issy Minturn, The Openwork Partnership

Margarita Ong, Davidson Kempner Capital Management

Megan McCabe, Rhotic Media

Sam Doherty, Downing LLP


Most Effective Customer Retention Initiative

There was one stand out winner in this category. The winner will be announced on the night


Most Effective Sustainability Campaign

Embracing SDR; Sustainable Investing. Elevated, EdenTree Investment Management

Shining a Light on Pensions: Empowering Members Through Transparency and Voice, Fidelity International


Most Effective Brand Strategy

Our spirit is our strength brand narrative and creative platform, Aberdeen Investments

Trust Brand Strategy, F&C Investment Trust

Mylo: My Longer Life, Guy & Co Ltd

2026 JHI Brand Campaign, Janus Henderson Investors

Transforming the Brand for the Next Generation of Savers, OneFamily with Moreish Marketing

Let's Find A Way: Building Distinctive Brand Growth in a Crowded Mortgage Market, Skipton Building Society

Curiosity 2.0, T. Rowe Price


Most Effective Use of a Small Budget

Market Matters: Big Brand Impact on a Lean Budget, AllianceBernstein

Using real-time signal-based marketing to align content with investor interest, Fundamental Group and M&G Investments

Triple Point Venture VCT Campaign 2025/26, Triple Point

Getting men to get seen, Bupa with VCCP Roar


Most Effective Content Marketing Strategy

Most Effective Content Marketing Strategy, Amundi Asset Management

Building Wealth Authority: How Aviva's Knowledge Centres Doubled Search Visibility and Drove Sales Growth, Aviva

The Psychology of Retirement Report, Fidelity Adviser Solutions with Cowry Consulting

Content Strategy, F&C Investment Trust and Fundamental Media

Helping Britain Be Invested: an editorial strategy to turn confidence into action, Fidelity International

Take Five to Stop Fraud, UK Finance with Lansons

Six Courageous Questions for 2026, Orbis Investments

RedeCast: Building an owned voice in private markets, Rede Partners

The Angle from T. Rowe Price, T. Rowe Price

Nuveen EQuilibrium Institutional Investor Report 2026, Nuveen with The Dubs Agency


Most Effective Integrated Campaign B2B

AB Alpha Females: An Integrated B2B Campaign Giving Multi-Asset a Distinctive Voice, AllianceBernstein

The Great Wealth Transfer, Capital Group

The Psychology of Retirement Report, Fidelity Adviser Solutions with Cowry Consulting

 Big Support for Small Businesses, HSBC with Lansons

Supporting Self Made Success, Santander with Lansons

L&G Apply, Legal & General

The AI Charter Campaign, Mortgage Brain

RedeCast: Building an owned voice in private markets, Rede Partners

Protection for Life, not just the Mortgage, Vitality


Most Effective Personalisation

AI Avatars, Real Relationships: Personalising Executive Communication at Scale, AllianceBernstein

Communicating with IMPACT, M&G with Cowry Consulting

Adaptive Landing Pages campaign, Northern Trust Asset Servicing with Fundamental Group

Psychographic targeting for State Street Investment Management, State Street Investment Management with Fundamental Group

Most Effective Use of Social Media

Market Matters: Making Investment Insight Social-First, AllianceBernstein

 ‘Don’t worry, there’s always insurance’, AXA 

How To Compound Growth on Social, F&C Investment Trust with Cubaka

Most Effective Use of Social Media, Fidelity International

Take Five to Stop Fraud, UK Finance with Lansons

Social-First Fraud Awareness & Branch Clinics, Leeds Building Society

Hello Rugby, Hello Liverpool, Lloyds Banking Group

Power of The Partnership, The Openwork Partnership

Challenging old ways to bring in new audiences, Alliance Witan with VCCP Roar


Most Effective Customer Event

Aberdeen Investment Trusts Forum 2026, Aberdeen Investments

Leaders in Private Markets Summit – the Next Frontier, Aztec Group

Beyond Market Noise (Italy), Columbia Threadneedle Investments

F&C Live, F&C Investment Trust

T. Rowe Price & League Managers UK Regional Conference, T. Rowe Price


Most Effective Integrated Campaign B2C

Miles of Memories: Aviva and Brave Bison Aviva

Most Effective Integrated Campaign (B2C), F&C Investment Trust and Fundamental Media

Take Five to Stop Fraud, UK Finance with Lansons

Connecting with the Next Generation of Savers, OneFamily with Moreish Marketing and Cornerhouse Media

Saving for Living: How Spring Proved the Power of Integrated Marketing in a Rate-Led Savings Market, Paragon Bank

It's Better to Belong, Leeds Building Society with PMG

Redefining performance marketing with an AI-powered, always-on growth engine at Rathbones Rathbones

WHOOP - ‘Be your best health’, Bupa with Rationale


Most Effective Attribution Strategy

There was one stand out winner in this category. The winner will be announced on the night


Most Effective International Campaign

There was one stand out winner in this category. The winner will be announced on the night


Most Effective Employee Advocacy Programme - NEW!

The Analyst LinkedIn Employee Advocacy Programme, HSBC Global Investment Research with Digital Parakeet and Present Works

Power of The Partnership, The Openwork Partnership