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timePrivate Bank of the Year. Sponsored by
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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timePrivate Banker of the Year. Sponsored by
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:
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timeWealth 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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timeFuture Leader in Wealth Management. Sponsored by
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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timeThe Next Generation award. Sponsored by
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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timeAsset Manager of the Year for High Net Worths.Sponsored by
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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timeAsset Manager of the Year for Ultra-High Net Worths. Sponsored by
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/
- Jamie Black, Sarasin
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timeMulti-Family Office Services of the Year. Sponsored by
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
- LJ Private Office
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timeFamily Business of the Year. Sponsored by
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/
- Lord March, Goodwood Estate
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timeEntrepreneur of the Year. Sponsored by
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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timePhilanthropist of the Year. Sponsored by
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/
- David and Claudia Harding, David and Claudia Harding Foundation, PHILANTHROPIST OF THE YEAR
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timeProperty Adviser of the Year.Sponsored by
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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timeLawyer of the Year (Tax and Trust). Sponsored by
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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timeLawyer of the Year (Family).Sponsored by
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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timeLawyer 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/
- Jenny Afia, Schillings
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timePrivate Client Accountant of the Year. Sponsored by
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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timeThe 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 - Fiona Halton, Philanthropy in Action
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timeThe Spear’s Trusted Adviser Award. Sponsored by
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/
- Paula Higgleton, Deloitte
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timeSpear’s Lifetime Achievement Award for Outstanding Contribution to Wealth Management. Sponsored by
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
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.