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About the event

Our flagship event, the Spear’s Wealth Management Awards, acknowledges and honours entrepreneurs, philanthropists and others for their innovation, success and outstanding contribution to the wealth management world and beyond. An A list networking cocktail party and awards ceremony, the Spear’s Wealth Management Awards provide a platform for over 500 of Europe’s most influential and wealthiest individuals to celebrate and meet the best and most innovative individuals and companies across the high-net-worth world.
Categories range from Entrepreneur of the Year and Philanthropist of the Year to Private Banker, Family Lawyer and Property Adviser, covering every aspect of the HNW world that matters to our readers. Our shortlists, based on the work of the Spear’s Research Unit, are devised with expert participation and a panel of judges then picks a winner. The event is extensively covered in Spear’s magazine and digitally via Twitter and online at spearswms.com, as well as in key daily newspapers and trade press. The awards will celebrate the very best in wealth management, private banking, law and more.
The History of Spear’s
In 2006, when Spear’s launched, there was nothing in the market like it. No brand which spoke to both London’s HNW/UHNWs and the wealth management community who serve their private client needs. No magazine that understood their specific concerns as well as having an eye for the more pleasurable and finer aspects of becoming a member of the HNW and UHNW world. Today, there is still nothing like Spear’s.

 

Spear’s Wealth Management Awards Nomination Form

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Timeline

The Awards

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    Private Banker of the Year

    For an individual who has delivered outstanding service to private banking clients during 2018-19. The winner will also have made a significant impact on the private banking industry, and be known for providing the very best value proposition to HNWs.

    Nominees

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    Private Bank of the Year(UK)

    For a bank that has delivered outstanding service and performance for HNW individuals during 2018-19. Attention will be paid to factors including changes in client-facing head count, manager to client ratio, retention of top staff, changes in assets under management, market performance, broader services and innovation, as well as client feedback.

    Nominees

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    Private Bank of the year (International)

    For an overseas bank that has delivered outstanding service and performance for HNW individuals during 2018-19. 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. The winner of this award will also have shown unmatched ability to service clients with cross-border needs.

    Nominees

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    Outstanding Achievement Award

    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.

    Nominees

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    Future Leader in Private Client

    For an individual 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

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    High Net Worth Asset Manager of the Year

    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 2018-19. Attention will be paid to factors including changes in client-facing head count, changes in assets under management, market performance, broader services and innovation, as well as client feedback.

    Nominees

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    Ultra-High Net Worth Asset Manager of the Year

    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 2018-19. Attention will be paid to factors including changes in client-facing head count, changes in assets under management, market performance, broader services and innovation, as well as client feedback.

    Nominees

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    Private Client Accountant of the Year

    For the private client accountant who has provided outstanding service during 2018-19. Attention will be paid to innovations, quality of service and client feedback.

    Nominees

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    Property Advisor of the Year

    For an individual who has demonstrated outstanding service in sourcing and securing property for their clients in 2018-19.

    Nominees

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    Family Office Services Provider of the Year

    For a firm that has delivered outstanding services to family offices in 2018-19. This award is for ancillary services such as wealth planning, family governance, trusts, and administration. Attention will also be paid to innovations, client feedback and quality of service.

    Nominees

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    Philanthropist of the Year

    For an individual who has undertaken outstanding philanthropic activity during 2018-19. 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

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    Philanthropy Adviser of the Year

    For an individual who has undertaken outstanding support of philanthropic activity during 2018-19. This activity may be in the form of advice, the establishment of a foundation or the achievements of an ongoing foundation or programme. The individual will be recognised for their aid and advice to philanthropists, and for their innovation.

    Nominees

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    Lawyer of the Year - Tax & Trust

    For the tax and trust lawyer who has provided outstanding service during 2018-19. Attention will be paid to reported cases, innovations, quality of service and client feedback.

    Nominees

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    Family Lawyer of the Year

    For the family lawyer who has provided outstanding service during 2018-19. Attention will be paid to reported cases, innovations, quality of service and client feedback.

    Nominees

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    Lawyer of the Year - Reputation

    For the defamation and reputation lawyer who has provided outstanding service during 2018-19. Attention will be paid to reported cases, innovations, quality of service and client feedback.

    Nominees

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    Entrepreneur of the Year

    For an entrepreneur who has shown innovation and success in 2018-19.

    Nominees

Sponsors

sponsors Sponsors

Taylor-Howes

The City’s finest private club for business, wine and culture.
Ten Trinity Square Private Club offers its members the world’s first Château Latour Discovery Room outside of France. The wines are complemented by the Club’s food which has been specially created by celebrated three Michelin-star chef Anne-Sophie Pic, whose food is inspired by three generations of French gastronomy.
The Club has an intimate cigar sampling lounge which offers members an exceptional collection of cigars from rare vintage Havanas to Montecristos and Cohibas. Members can enjoy the luxurious 1,776 sq. ft. Spa at Four Seasons Trinity Square, as well as a scheduled forward thinking and innovative programme of events, cultural exposures and interesting East meet West crossovers.

Taylor-Howes

Villa Sandi is located in one of the most  renowned wine regions in Italy, the Prosecco area.

The  winery  icon  is a Palladian villa dating back to 1622. The Moretti Polegato family, owner of Villa Sandi , have a long-standing wine making  tradition carried on by Giancarlo Moretti Polegato .

The company estates extend in  all the Prosecco appellations, from the DOC area to the Asolo DOCG  gentle hills to the  Conegliano-Valdobbiadene DOCG  steep slopes to the special cru of Cartizze in Valdobbiadene .

Passion, commitment , dedication to create the best Prosecco have a wider scope and include a  wider  environment commitment which has resulted into having the winery  estates certified as “ Biodiversity Friend”.

Three century-old underground cellars  stretch  for over 1,5 km. under the villa and create the perfect  environment  for Villa Sandi Premium red wines   aging.

Villa Sandi wines  result from research and innovation  combined with tradition and love for the territory.

Taylor-Howes

With 14,000m2 of tropical property, 70+ full-time staff & a 5-minute walk from the beach, The Resort Villa is a secret paradise that offers unforgettable experiences for those that seek a luxurious private getaway. Located in the non-commercial region of Rayong, Thailand, The Resort Villa boasts infinity pools totaling 1,000m2, 7 individual villas, 9 dining areas, 4 bars, a fully equipped gym, full-service spa, home cinema, 15m aquarium and much more. A perfect destination for families and friends for special occasions such as family trips, birthdays, and anniversaries – the meticulous staff at The Resort Villa will ensure guests have remarkable experiences tailored to their heart’s content. With private chefs that create sumptuous dining menus inspired by fine French dining, Thai, and other Asian favorites, The Resort Villa invites guests to go on a divine gastronomical journey. Last but definitely not the least, The Resort Villa’s dedicated spa specialists and facilities offer a pampering menu ranging from Thai massages to manicures and deluxe facials.

Taylor-Howes

The CALDA Clinic is a private, owner-operated facility specialising in rehabilitation
programmes for mental health. Our offer is aimed at international, exclusive figures looking
for a private rehabilitation programme tailored to them in a luxurious environment.
Absolute discretion, trust and humanity take top priority with us and we offer individual
counselling and state-of-the-art psychiatry. We guarantee tailored precision medicine and
individual one-to-one premium support. Our CALDA programmes have a duration of at least
four weeks and start from CHF 320,000.
The value of this considerable effort for the client directly exists in retaining his most
important capital – his intellectual and physical health.
The CALDA Concept is based on the utmost respect of personal integrity.
Our residences are located in Switzerland, by Lake Zurich near the city of Zurich. Considered
a centre of first-class medicine, Switzerland is one of the most secure countries in the world
and politically neutral.

Taylor-Howes

About SYZ Group

Founded in 1996 in Geneva, SYZ is a Swiss banking group focusing exclusively on asset management via four complementary business lines: high-level private banking, institutional asset management, independent managers and private markets. SYZ offers private and institutional investors an investment style based on active management and risk management aimed at absolute performance. The Group has substantial equity and enjoys its status as an independent company due to its family shareholding structure.

www.syzgroup.com

 

About SYZ Private Banking

SYZ Private Banking is the high-end private banking division of the SYZ Group. By focusing since the outset on private investors’ real concerns, SYZ Private Banking represents a new generation of private banks, which combines the recognised strengths of traditional Swiss private banking – in terms of financial solidity, independence and VIP service – with a clearer commitment to absolute performance.

SYZ Private Banking’s expertise is available through various levels of service: discretionary portfolio management, active advisory and Wealth Planning.

SYZ Private Banking has built a strong brand identity and its unique model has been widely acknowledged by the industry and has received numerous awards.

www.syzbank.com

 

About SYZ Capital

SYZ Capital is a Private Markets investment and advisory specialist, founded by a group of entrepreneurs for entrepreneurs. Based on a unique approach, SYZ Capital offers privileged access to attractive investments in Private Equity, Private Debt and Real Estate with a recognised expertise in financing solutions and capital structuring.

www.syzcapital.com

 

Taylor-Howes

The Buying Agents specialise in acquiring exceptional homes and investments in the UK’s most desirable locations.

They are a totally independent company that advises domestic and international clients looking to buy or rent. With over 25 years’ experience of buying, selling and letting property, they provide expert and impartial advice to secure the finest property on the best possible terms.

They represent private clients, family offices, wealth managers and funds.

With offices in London, Surrey, Oxfordshire and Bristol, they cover Central London, The Home Counties, M4 and M40 corridors, The Cotswolds and The SW.

The Buying Agents are consistently ranked as one the UK’s most influential and successful buying agents.

Taylor-Howes

INTRODUCING THE SMART YACHT CHARTER

Chartering a yacht has never been simpler.

YOTHA is an innovative new online charter platform that is easier, fairer and ultra secure.

We put the customer behind the wheel. In other words it’s you in control of the booking, from discovering our yachts virtually via 360° tours, to negotiating the best price directly with the yacht owner. And when it’s time to set sail, you can custom design your own adventure using our mobile app, local guides and luxury concierge service.

Everything we do is crystal clear – from our low commission rates and highly secure payments, to keeping track of your expenses on board. Meanwhile, if you need extra guidance, our customer care team are on hand during the entire YOTHA experience… real people in real time.

Discover the paper-free, hassle-free charter at YOTHA.com.

Taylor-Howes

For over 20 years Heathrow VIP has provided the ultimate airport experience, relieving guests of the stress associated with air travel, immersing them in luxury. Time spent with us is personalised and memorable; guests enjoy private lounges with a Jason Atherton Michelin star-styled menu served by our butlers, a specially curated art collection by Tanya Baxter and chauffeur driven vehicles which whisk guests to and from flights and their final UK address. Security and immigration formalities occur discretely in our exclusive suite, and guests may enhance their experience with personal shoppers or claim VAT refunds. Find out more about the ultimate airport experience at www.heathrowvip.com

Taylor-Howes

Taylor Howes is an international design studio with head quarters in Knightsbridge, London. Founded over 25 years ago by Karen Howes, it has over two decades worth of experience in creating luxury interiors of distinction. Taylor Howes has earned a distinguished reputation for exceptional, bespoke interiors across Europe, the Middle East and the USA. It has a diverse portfolio spanning private clients, property developers and hoteliers. Under Karen’s direction the studio has been decorated by more than 15 award bodies, it is a serial winner of the Andrew Martin design award; annually featuring in the coveted book, and in 2018 became members of Walpole. Recognizing the studio’s status as a Great British design house. Taylor Howes unparalleled approach to luxury design has now extended these sensibilities to their first ever furniture collection ‘Love at Dusk’ as well as launching an annual luxury design summit, founded in 2016 by Karen as a networking platform.

Speakars

Meet the judges

 

 

 

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Photos from the 2016 Wealth Management Awards

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Contact

    Sponsorship Information:

  • Jiggs Patel Group Sales Director
    Spear's UK – Russia - Asia
  • +44 (0)203 0962289
  • jiggs.patel@spearswms.com