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JP Morgan and UBS top Luxembourg distribution awards

JP Morgan and UBS’s asset management groups both received double honours in the Broadridge Distribution Achievement Awards, presented at the ALFI Global Distribution Conference in Luxembourg on Wednesday 24 September.

The Broadridge Distribution Achievement Awards celebrate the efforts and innovation of marketing, sales and service teams in European fund distribution.

Winners this year highlighted the comfort factor associated with large groups able to invest in and deliver strong sales and marketing support when markets are volatile.

UBS and Natixis joined the winner’s rostrum as groups making the greatest advances in the areas of marketing, sales and brand development. Meanwhile, demand for commitment in ethical investing saw Robeco named as the leading group for the second year running in the ESG/SRI category, while Belgian asset manager Degroof Petercam was named as the Fastest Riser.

Announcing the winners of the awards, Debbie Brown, global vice-president marketing, Broadridge Financial Solutions, said: “In a rapidly changing world and where retail investors are concerned about market volatility, reliance on established, trusted, and differentiated brands become the norm. That is especially the case for groups that have a proven track record of investing in, and supporting, their distribution partnerships.

As demonstrated by the winners of the Distribution Achievement Awards, the large ‘one-stop-shop’ providers achieve this by being responsive and having a deep understanding of customer needs. These characteristics are reflected in their product range, delivery of content and exceptional service. Notably, opportunities do exist for smaller groups that are often better able to distinguish themselves through their specialist strategies and innovative messaging.”

Corinne Lamesch, chairperson of Alfi, said: “The new generation of investors require new approaches in asset management. By offering innovative services and products, the asset management industry helps investors to meet their long-term financial, social and environmental goals. Today we are celebrating those who have made investing in the future their priority.”

The awards are based on responses from over 900 fund selectors participating in the annual Broadridge fund buyer survey. The survey seeks to identify the changing demands of European fund distribution influencers, and the fund providers that are delivering best-in-class standards. These fund selectors represent over €3trn of third-party client assets in Europe and are a representative voice of investors in the ten markets they serve.

2019 award recipients

Sales services

Top group: JP Morgan Asset Management

Fastest riser: UBS Asset Management


Top group: JP Morgan Asset Management

Fastest riser: UBS Asset Management


Top group: Robeco

Fastest riser: Degroof Petercam Asset Management


Top group: BlackRock

Fastest riser: Natixis Investment Managers

David Robinson

David Robinson is the editor of Expert Investor. He has 18 years’ experience as a business journalist and editor. In the past he has written for the Guardian newspaper and The Telegraph, and worked as...

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