TIME TO VOTE. Spear s welcomes your nominations for the 2014 Spear s IN THE SPEAR S WEALTH MANAGEMENT AWARDS

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1 TIME TO VOTE IN THE SPEAR S WEALTH MANAGEMENT AWARDS Spear s welcomes your nominations for the 2014 Spear s Wealth Management Awards, to be held in late October in central London. 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 We value the opinions of readers of Spear s and hope you will express your views by nominating those people and companies you believe are deserving of recognition for their accomplishments. A description of each award is attached. You can nominate one person or company for each award in as many or as few categories as you would like. Please write the category you re nominating in, the nominee and your reasons on the final page. Feel free to elaborate your reasons on the final page or in an or a letter. The closing date for nominations is 12 September Please your submissions to or post them to Nominations, Spear s, John Carpenter House, 7 Carmelite Street, London, EC4Y 0BS. Nominees will be announced on spearswms.com in September.

2 Private Bank of the Year Sponsored by Aberdeen Asset Management For a bank that has delivered outstanding service and performance for HNW individuals during 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. Private Banker of the Year For an individual who has delivered outstanding service to private banking clients during The winner will also ideally have made a significant impact on the private banking industry. Wealth Management Innovator of the Year Sponsored by Penfolds For an individual or firm that has launched a product, service, solution or strategy in which has demonstrated true innovation in the wealth management and private client industries. Future Leader in Wealth Management For an individual aged under 35 in 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. the Next Generation award Sponsored by Kaiser Partner 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 Asset Management Firm of the Year for High Net WorthS For a firm that has demonstrated outstanding returns and services to HNWs in the UK, specialising in managing investable assets between 500,000 and 10 million, in 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. Asset Management Firm of the Year for Ultra-High Net Worths Includes Private Investment Offices Sponsored by Charles McDowell Property Consultants For a firm that has demonstrated outstanding returns and services to UHNWs in the UK, specialising in managing investable assets in excess of 10 million, in 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.

3 Multi-Family Office of the Year Providing non-financial services to UHNW families Sponsored by Artemis For a firm that has delivered outstanding non-financial services to UHNW families in This award is for ancillary services such as wealth planning, family governance, trusts, administration and more. Boutique Wealth Management Firm of the Year For a firm with assets under management of less than 2 billion that has demonstrated outstanding wealth management services in Attention will be paid to factors including changes in clientfacing head count, retention of top staff, changes in assets under management, market performance, broader services and innovation, as well as client feedback. Family Business of the Year For a majority family-owned and -managed business that has demonstrated outstanding performance and/or service during Attention will be paid to corporate profile, good practice and increased market presence. Entrepreneur of the Year Sponsored by Barclays For an individual who has shown innovation and success in the entrepreneurial field in Philanthropist of the YeaR Sponsored by VSY For an individual who has undertaken outstanding philanthropic activity during 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. Property Adviser of the Year For an individual who has demonstrated outstanding service in finding and securing properties for their clients in Law Firm of the Year (Tax and Trust) Sponsored by Jaguar For the tax and trust department of a law firm which has provided outstanding service during Law Firm of the Year (Family) For the family department of a law firm which has provided outstanding service during

4 Law Firm of the Year (Defamation and Reputation) For the defamation and reputation department of a law firm which has provided outstanding service during Private Client Accountancy Firm of the Year Sponsored by Sanlam Private Investments For the private client department of an accountancy firm which has provided outstanding service during Spear s Lifetime Achievement Award for Outstanding Contribution to Wealth Management Sponsored by Captain s Choice 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. Now nominate on the next page!

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