Spear’s is pleased to announce the winners of the 2014 Spear’s Wealth Management Awards, held on 27 October at The Savoy.
The Awards celebrate high net worth individuals and wealth managers for their successes, innovations and acumen in the year 1 September 2013 to 31 August 2014.
Private Bank of the Year
For a bank that has delivered outstanding service and performance for HNW individuals during 2013-14. 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.
Citi Private Bank
C Hoare & Co
HSBC Private Bank
RBC Wealth Management
Private Banker of the Year
For an individual who has delivered outstanding service to private banking clients during 2013-14. The winner will also ideally have made a significant impact on the private banking industry.
Etienne d’Arenberg, Mirabaud & Cie
Charles Hoare Nairne, C Hoare & Co
Amit Kotha, RBC Wealth Management
Kate Leppard, Schroders
Giovanni Revedin di San Martino, JP Morgan
Wealth Management Innovator of the Year
For an individual or firm that has launched a product, service, solution or strategy in 2013-14 which has demonstrated true innovation in the wealth management and private client industries.
Berenberg: Impact Ventures UK
Citi Private Bank: In View
RBC Wealth Management: Intellectual property financing plan
Union Bancaire Privée: FOSS Family Office Services Switzerland
Vestra Wealth: Vestra Private Office
Future Leader in Wealth Management
For an individual aged under 35 in 2013-14 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.
Matthew Conradi, Julius Baer
Sophie Jewson, Sarasin
Joanna Livesey, Citi Private Bank
Jack MacDonald, RBC Wealth Management
Will Walker-Arnott, Charles Stanley
The Next Generation award
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 2013-14.
Close Brothers AM and Cause4: Trustee Leadership Programme
EY: NextGen Academy
Institute for Family Business and with the Unquoted Companies Group: Next Generation Leadership Programme
Oliver Stanley: Sailing boot camp
Stanhope Capital: An Introduction to the City
Asset Manager of the Year for High Net Worths
For an individual who has demonstrated outstanding returns and services to HNWs in the UK, specialising in managing investable assets between £500,000 and £10 million, in 2013-14. Attention will be paid to factors including changes in assets under management, market performance, broader services and innovation, as well as client feedback.
Chris Boon, Close Brothers AM
Charlie Dixon, Brooks MacDonald
Chris Kenny, Smith & Williamson
Alan & Gina Miller, SCM Private
David Scott, Vestra Wealth
Asset Manager of the Year for Ultra-High Net Worths
Includes private investment offices
For an individual who has demonstrated outstanding returns and services to UHNWs in the UK, specialising in managing investable assets in excess of £10 million, in 2013-14. Attention will be paid to factors including changes in assets under management, market performance, broader services and innovation, as well as client feedback.
William Drake & Adam Wethered, Lord North Street
Penny Lovell, Close Brothers AM
Daniel Pinto, Stanhope Capital
Khaled Said, Capital Generation Partners
Patrick Smiley, Smith & Williamson
Multi-Family Office of the Year
Providing family office services to UHNW families
For a firm that has delivered outstanding non-financial services to UHNW families in 2013-14. This award is for ancillary services such as wealth planning, family governance, trusts, administration and more.
Smith & Williamson
Judges (all financial categories):
James Anderson, PAM Insight
Freddy Barker, Charles Stanley
Sebastian Dovey, Scorpio Parnership
Charlie Hoffman, HSBC Private Bank
Annamaria Koerling, C Hoare & Co
Penny Lovell, Close Brothers
Rupert Phelps, Savills
David Poole, Citi Private Bank
Christopher Rose, Waverton
Iain Tait, London & Capital
Family Business of the Year
For a majority family-owned and -managed business that has demonstrated outstanding performance and/or service during 2013-14. Attention will be paid to corporate profile, good practice and increased market presence.
Entrepreneur of the Year
For an individual who has shown innovation and success in the entrepreneurial field in 2013-14.
Alex Chesterman and Simon Kain, Zoopla Property Group
Simon Devonshire, Wayra
Luke Lang and Darren Westlake, CrowdCube
John Roberts, AO World
Rytis Vitkauskas, YPlan
Judges: Iqbal Wahhab, Roast, and Milo Yiannopoulos, Breitbart
Philanthropist of the Year
For an individual who has undertaken outstanding philanthropic activity during 2013-14. 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.
Sir Richard Branson
Sir Thomas Hughes-Hallett
Jessica and Adam Sweidan
Judges: Anna Josse, Prism the Gift Fund, and Randi Weaver, Good Giving Global
Property Adviser of the Year
For an individual who has demonstrated outstanding service in finding and securing properties for their clients in 2013-14.
Camilla Dell, Black Brick
Jonathan Hewlett, Savills
Roarie Scarisbrick, Property Vision
Thomas van Straubenzee, VanHan
Ed Tryon, Lichfields
Judges: Robert Bailey (Robert Bailey) Hugo Thistlethwayte (Prime Purchase)
Lawyer of the Year (Tax and Trust)
For a tax and trust lawyer who has provided outstanding service during 2013-14.
Russell Cohen, Farrer & Co
Ashley Crossley, Baker & McKenzie
Piers Master, Charles Russell
Patricia Milner, Withers
Bart Peerless, Charles Russell
Judges: David Mellor (Dixon Wilson), Clare Maurice (Maurice Turnor Gardner)
Lawyer of the Year (Family)
For a family lawyer who has provided outstanding service during 2013-14.
Sandra Davis, Mishcon de Reya
Frances Hughes, Hughes Fowler Carruthers
Diana Parker, Withers
Ayesha Vardag, Vardags
Helen Ward, Stewarts Law
Judges: Jeremy Posnansky QC (Farrer & Co), Lewis Marks QC (QEB)
Lawyer of the Year (Defamation and Reputation)
For a defamation and reputation lawyer who has provided outstanding service during 2013-14.
John Kelly, Harbottle & Lewis
Keith Schilling, Schillings
Mark Stephens CBE, Howard Kennedy FSI
Mark Thomson, Atkins Thomson
Gerrard Tyrrell, Harbottle & Lewis
Judges: Desmond Browne QC (5 Raymond Buildings), Ross Gow (Acuity Reputation)
Private Client Accountant of the Year
For a private client accountant who has provided outstanding service during 2013-14.
Dermot Callinan, KPMG
Graham Chambers, Dixon Wilson
Paula Higgleton, Deloitte
James Sykes, Saffrey Champness
Wendy Walton, BDO
Judges: Sue Laing (Boodle Hatfield), Jonathan Conder (Macfarlanes)
The Spear’s City Champion Award
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
Alan and Gina Miller
The Spear’s Trusted Adviser Award
For the wealth management professional across any field who has best demonstrated in 2013-14 their indispensability and excellence to their clients beyond their normal role.
Ceris Gardner, Maurice Turnor Gardner
Spear’s Lifetime Achievement Award for Outstanding Contribution to Wealth Management
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.