Spear’s, the wealth management, business and culture magazine, has announced the winners of the Wealth Management Awards 2015, in association with Gaggenau.
The Awards celebrate high net worth individuals and wealth managers for their successes, innovations and acumen.

 

 

See photos from the event here.


Spear's Wealth Management Awards 2015: Party


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    Private Bank of the Year. Sponsored by Penningtons Manches

    For a bank that has delivered outstanding service and performance for HNW individuals during 2014-15. Attention will be paid to factors including changes in client-facing head count, retention of top staff, changes in assets under management, market performance, broader services and innovation, as well as client feedback.

    Nominees:

    C Hoare & Co
    Citi
    Credit Suisse
    Rothschild
    Winner
    Schroders/Cazenove

    Judges:

    James Anderson, PAM Insight
    Freddy Barker, Charles Stanley
    Dina de Angelo, Pictet
    Amit Kotha, RBC
    David Nelson, Stonehage FF&P
    Lee Robertson, Investment Quorum
    Alex Scott, Sandaire Investment Office
    Charlotte Thorne, Capital Generation Partners
    Alessandro Tomé
    Josh Spero, Spear’s
    Alex Matchett, Spear’s
    William Cash, Spear’s
    Rupert Phelps, Savills

    Sponsor: http://www.penningtons.co.uk/


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    Private Banker of the Year. Sponsored by Fairmont

    For an individual who has delivered outstanding service to private banking clients during 2014-15. The winner will also ideally have made a significant impact on the private banking industry.

    Nominees:

    Charlie Hoffman, HSBC Private Bank
    Amit Kotha, RBC Wealth Management
    Adam Proctor, Citi Private Bank
    Giovanni Revedin di San Martino, JP Morgan
    Helen Watson, Rothschild Group

    Winner

    Judges:

    James Anderson, PAM Insight
    Freddy Barker, Charles Stanley
    Dina de Angelo, Pictet
    Amit Kotha, RBC
    David Nelson, Stonehage FF&P
    Lee Robertson, Investment Quorum
    Alex Scott, Sandaire Investment Office
    Charlotte Thorne, Capital Generation Partners
    Alessandro Tomé
    Josh Spero, Spear’s
    Alex Matchett, Spear’s
    William Cash, Spear’s
    Rupert Phelps, Savills

    Sponsor:

    http://www.fairmont.com/


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    Wealth Management Innovator of the Year. Sponsored by

    For an individual or firm that has launched a product, service, solution or strategy in 2014-15 which has demonstrated true innovation in the wealth management and private client industries.

    Nominees:

    Trevor Abrahmsohn, OnTheMarket.com
    Linzi Bull, Harbottle & Lewis – preconception agreement
    Chris Marinello, ArtClaim database
    Winner
    Alan and Gina Miller, SCM Private targeted portfolios
    Louis Saha, Axis Stars

    Judges:

    James Anderson, PAM Insight
    Freddy Barker, Charles Stanley
    Dina de Angelo, Pictet
    Amit Kotha, RBC
    David Nelson, Stonehage FF&P
    Lee Robertson, Investment Quorum
    Alex Scott, Sandaire Investment Office
    Charlotte Thorne, Capital Generation Partners
    Alessandro Tomé
    Josh Spero, Spear’s
    Alex Matchett, Spear’s
    William Cash, Spear’s
    Rupert Phelps, Savills

    Sponsor: http://www.harrisonvarma.co.uk/


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    Future Leader in Wealth Management. Sponsored by Bentley

    For an individual aged under 35 in 2014-15 who has demonstrated outstanding leadership in any of the wealth management and private client industries. They will have demonstrated their potential through progression at the firm in addition to peer reference.

    Nominees:

    James Gilbert-Green, Strutt & Parker
    Mark Lindley, Boodle Hatfield
    Alexander Marcham, Deloitte
    Katie Tasker, Charles Stanley
    Laura Toogood, Digitalis
    Winner

    Judges:

    James Anderson, PAM Insight
    Freddy Barker, Charles Stanley
    Dina de Angelo, Pictet
    Amit Kotha, RBC
    David Nelson, Stonehage FF&P
    Lee Robertson, Investment Quorum
    Alex Scott, Sandaire Investment Office
    Charlotte Thorne, Capital Generation Partners
    Alessandro Tomé
    Josh Spero, Spear’s
    Alex Matchett, Spear’s
    William Cash, Spear’s
    Rupert Phelps, Savills

    Sponsor: http://www.bentleymotors.com/


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    The Next Generation award. Sponsored by Maserati

    For an individual or firm which has provided an outstanding strategy or programme to support next generation clients in the management of wealth and responsibility in 2014-15.

    Nominees:

    Citi Private Bank
    Close Brothers Asset Management
    HSBC Private Bank
    PwC
    Stonehage Fleming
    Winner
    UBS

    Judges:

    James Anderson, PAM Insight
    Freddy Barker, Charles Stanley
    Dina de Angelo, Pictet
    Amit Kotha, RBC
    David Nelson, Stonehage FF&P
    Lee Robertson, Investment Quorum
    Alex Scott, Sandaire Investment Office
    Charlotte Thorne, Capital Generation Partners
    Alessandro Tomé
    Josh Spero, Spear’s
    Alex Matchett, Spear’s
    William Cash, Spear’s
    Rupert Phelps, Savills

    Sponsor: http://www.maserati.co.uk/


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    Asset Manager of the Year for High Net Worths.Sponsored by Calaconta

    For an individual who has demonstrated outstanding returns and services to HNWs in the UK, specialising in managing investable assets between £500,000 and £15 million, in 2014-15. Attention will be paid to factors including changes in assets under management, market performance, broader services and innovation, as well as client feedback.

    Nominees:

    Nicola Barber, James Hambro
    Bandish Gudka, Vestra Wealth
    Chris Kenny, Smith & Williamson
    Alan and Gina Miller, SCM Private
    Lee Robertson, Investment Quorum
    Winner

    Judges:

    James Anderson, PAM Insight
    Freddy Barker, Charles Stanley
    Dina de Angelo, Pictet
    Amit Kotha, RBC
    David Nelson, Stonehage FF&P
    Lee Robertson, Investment Quorum
    Alex Scott, Sandaire Investment Office
    Charlotte Thorne, Capital Generation Partners
    Alessandro Tomé
    Josh Spero, Spear’s
    Alex Matchett, Spear’s
    William Cash, Spear’s
    Rupert Phelps, Savills

    Sponsor: http://www.calaconta.es/


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    Asset Manager of the Year for Ultra-High Net Worths. Sponsored by Charles  McDowell

    For an individual who has demonstrated outstanding returns and services to UHNWs in the UK, specialising in managing investable assets in excess of £15 million, in 2014-15. Attention will be paid to factors including changes in assets under management, market performance, broader services and innovation, as well as client feedback.

    Nominees:

    Jamie Black, Sarasin
    Winner
    William Drake, Sandaire Investment Office
    Penny Lovell, Close Brothers
    Khaled Said, Capital Generation Partners
    Iain Tait, London & Capital

    Judges:

    James Anderson, PAM Insight
    Freddy Barker, Charles Stanley
    Dina de Angelo, Pictet
    Amit Kotha, RBC
    David Nelson, Stonehage FF&P
    Lee Robertson, Investment Quorum
    Alex Scott, Sandaire Investment Office
    Charlotte Thorne, Capital Generation Partners
    Alessandro Tomé
    Josh Spero, Spear’s
    Alex Matchett, Spear’s
    William Cash, Spear’s
    Rupert Phelps, Savills

    Sponsor: http://www.mcdowellproperties.co.uk/


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    Multi-Family Office Services of the Year. Sponsored by Argenta

    For a firm that has delivered outstanding non-financial services to UHNW families in 2014-15. This award is for ancillary services such as wealth planning, family governance, trusts, administration and more.

    Nominees:

    LJ Private Office
    Winner
    Mayfair Private

    Judges:

    James Anderson, PAM Insight
    Freddy Barker, Charles Stanley
    Dina de Angelo, Pictet
    Amit Kotha, RBC
    David Nelson, Stonehage FF&P
    Lee Robertson, Investment Quorum
    Alex Scott, Sandaire Investment Office
    Charlotte Thorne, Capital Generation Partners
    Alessandro Tomé
    Josh Spero, Spear’s
    Alex Matchett, Spear’s
    William Cash, Spear’s
    Rupert Phelps, Savills

    Sponsor: http://www.argentaplc.com


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    Family Business of the Year. Sponsored by Close Brothers

    For a majority family-owned and -managed business that has demonstrated outstanding performance and/or service during 2014-15. Attention will be paid to corporate profile, good practice and increased market presence.

    Lord March, Goodwood Estate
    Winner

    Judges:

    Gillian Bishop, Family Law in Partnership
    Douglas Alexiou, Alexiou Fisher Phillips

    Sponsor: http://www.closebrothers.com/


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    Entrepreneur of the Year. Sponsored by Kaiser Partner

    For an individual who has shown innovation and success in the entrepreneurial field in 2014-15.

    Nominees:

    Chris Corbin and Jeremy King, Corbin and King
    Holly Tucker and Sophie Cornish, notonthehighstreet.com
    Stephen Catlin, Catlin Group/XL Catlin
    Nitin Passi, Missguided
    James Watt and Martin Dickie, Brewdog
    Winner

    Judges:

    Kate Shand, Enjoy Education
    Christopher Sharp, The Rug Company

    Sponsor: http://www.kaiserpartner.com/en/


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    Philanthropist of the Year. Sponsored by VSY

    For an individual who has undertaken outstanding philanthropic activity during 2014-15. This activity may be in the form of a direct gift, the establishment of a foundation or the achievements of an ongoing foundation. The individual will be recognised for their contribution to philanthropy, their vision and their innovation.

    Nominees:

    David and Claudia Harding, David and Claudia Harding Foundation, PHILANTHROPIST OF THE YEAR
    Winner
    Zarine Kharas, JustGiving.com
    Jonathan Moulds
    Sir Paul Ruddock – LIFETIME ACHIEVEMENT IN PHILANTHROPY
    Winner
    Sir Ian and Lady Wood, Wood Foundation

    Judges:

    Amy Clarke, CAF

    Sponsor: http://www.vsyart.com/vsy/en/


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    Property Adviser of the Year.Sponsored by     Gaggenau

    For an individual who has demonstrated outstanding service in finding and securing properties for their clients in 2014-15.

    Nominees:

    Trevor Abrahmsohn, Glentree International
    Robert Bailey, Robert Bailey Property
    Nathalie Hirst, Nathalie Hirst
    Winner
    Peter Mackie, Property Vision
    Johnny Turnbull, Turnbull

    Judges:

    Sebastian Gibson, FG Consultants
    Tracy Kellett, bdi

    Sponsor: http://www.gaggenau.com/


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    Lawyer of the Year (Tax and Trust). Sponsored by Swiss Life

    For a tax and trust lawyer who has provided outstanding service during 2014-15.

    Nominees:

    Mark Bridges, Farrer & Co
    Russell Cohen, Farrer & Co
    John Conder, Macfarlanes
    Ashley Crossley, Baker & Mackenzie
    Simon Rylatt, Boodle Hatfield
    Winner

    Judges:

    John Riches, Withers/RMW Law
    Robert Brodrick, Payne Hicks Beach
    Liz Henson, PwC

    Sponsor:http://www.swisslife.com/


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    Lawyer of the Year (Family).Sponsored by     Gaggenau

    For a family lawyer who has provided outstanding service during 2014-15.

    Nominees:

    Mark Harper, Hughes Fowler Carruthers
    Frances Hughes, Hughes Fowler Carruthers
    Suzanne Kingston, Withers
    Winner
    Diana Parker, Withers
    Helen Ward, Stewarts Law

    Judges:

    Gillian Bishop, Family Law in Partnership
    Douglas Alexiou, Alexiou Fisher Phillips

    Sponsor: http://www.gaggenau.com/


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    Lawyer of the Year (Defamation and Reputation). Sponsored By

    For a defamation and reputation lawyer who has provided outstanding service during 2014-15.

    Nominees:

    Jenny Afia, Schillings
    Winner
    Gideon Benaim, Michael Simkins
    John Kelly, Harbottle & Lewis
    Mark Thomson, Atkins Thomson
    Gerrard Tyrrell, Harbottle & Lewis

    Judges:

    Matthew Nicklin, QC 5 Raymond Buildings
    Amber Melville-Brown, Withers

    Sponsor: http://www.worldoffinewine.com/


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    Private Client Accountant of the Year. Sponsored by Africa Exclusive

    For a private client accountant who has provided outstanding service during 2014-15.

    Nominees:

    Paul Ayres, BDO
    Dermot Callinan, KPMG
    Paula Higgleton, Deloitte
    Winner
    Simon Jennings, Rawlinson & Hunter

    dt>Wendy Walton, BDO

    Judges:

    Mark Buzzoni, Taylor Wessing
    Paul Hocking, Frank Hirth

    Sponsor: http://www.safari.co.uk/


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    The Spear’s City Champion Award. Sponsored by

    For a person, company or scheme which promotes the higher moral aspirations they have for the City and provides an example to others, using their resources for the good of our broad community and society as a whole.

    Nominees:>

    Fiona Halton, Philanthropy in Action
    Winner

    Sponsor:
    http://www.christiesrealestate.com


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    The Spear’s Trusted Adviser Award. Sponsored by Borro

    For the wealth management professional across any field who has best demonstrated in 2014-15 their indispensability and excellence to their clients beyond their normal role.

    Paula Higgleton, Deloitte
    Winner

    Sponsor: https://www.borro.com/uk/


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    Spear’s Lifetime Achievement Award for Outstanding Contribution to Wealth Management. Sponsored by OCM

    For a visionary individual who has made a significant impact on the wealth management industry either as a banker, wealth manager, lawyer, accountant or in any other relevant capacity.

    Helen Ward, Stewarts Law

    Sponsor:http://www.ocmwealthmanagement.co.uk/