We are pleased to announce the nominees for the Spear s Wealth Management Awards 2015 in association with Gaggenau 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. C Hoare & Co Citi Credit Suisse Rothschild Schroders/Cazenove Private Banker of the Year Sponsored by Fairmont Hotels & Resorts 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. 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 Wealth Management Innovator of the Year Sponsored by Harrison Varma 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. Trevor Abrahmsohn, OnTheMarket.com Linzi Bull, Harbottle & Lewis - preconception agreement Chris Marinello, ArtClaim database Alan and Gina Miller, SCM Private targeted portfolios Louis Saha, Axis Stars
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. James Gilbert-Green, Strutt & Parker Mark Lindley, Boodle Hatfield Alexander Marcham, Deloitte Katie Tasker, Charles Stanley Laura Toogood, Digitalis 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. Citi Private Bank Close Brothers Asset Management HSBC Private Bank PwC Stonehage Fleming UBS Asset Manager of the Year for High Net Worths Sponsored by 33 Calaconta, Ibiza 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. Nicola Barber, James Hambro Bandish Gudka, Vestra Chris Kenny, Smith & Williamson Alan and Gina Miller, SCM Private Lee Robertson, Investment Quorum Asset Manager of the Year for Ultra-High Net Worths Includes private investment offices Sponsored by Charles McDowell Property Consultants 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. Jamie Black, Sarasin William Drake, Sandaire Investment Office Penny Lovell, Close Brothers Khaled Said, Capital Generation Partners Iain Tait, London & Capital Multi-Family Office Services of the Year Providing family office services to UHNW families Sponsored by Argenta Private Capital 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. LJ Private Office Mayfair Private Family Business of the Year Sponsored by Close Brothers Asset Management 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. Winner to be announced on the night Entrepreneur of the Year Sponsored by Kaiser Partner For an individual who has shown innovation and success in the entrepreneurial field in 2014-15. 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, BrewDog 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.
David and Claudia Harding, David and Claudia Harding Foundation Zarine Kharas, JustGiving.com Jonathan Moulds Sir Paul Ruddock Sir Ian and Lady Wood, Wood Foundation 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. Trevor Abrahmsohn, Glentree International Robert Bailey, Robert Bailey Property Nathalie Hirst, Nathalie Hirst Peter Mackie, Property Vision Johnny Turnbull, Turnbull 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. Mark Bridges, Farrer & Co Russell Cohen, Farrer & Co John Conder, Macfarlanes Ashley Crossley, Baker & Mackenzie Simon Rylatt, Boodle Hatfield Lawyer of the Year (Family) For a family lawyer who has provided outstanding service during 2014-15. Mark Harper, Hughes Fowler Carruthers Frances Hughes, Hughes Fowler Carruthers Suzanne Kingston, Withers Diana Parker, Withers Helen Ward, Stewarts Law Lawyer of the Year (Defamation and Reputation) Sponsored by World of Fine Wine magazine For a defamation and reputation lawyer who has provided outstanding service during 2014-15. Jenny Afia, Schillings Gideon Benaim, Michael Simkins John Kelly, Harbottle & Lewis Mark Thomson, Atkins Thomson Gerrard Tyrrell, Harbottle & Lewis
Private Client Accountant of the Year For a private client accountant who has provided outstanding service during 2014-15. Paul Ayres, BDO Dermot Callinan, KPMG Paula Higgleton, Deloitte Simon Jennings, Rawlinson & Hunter Wendy Walton, BDO The Spear s City Champion Award Sponsored by Christie s International Real Estate 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. 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. Spear s Lifetime Achievement Award for Outstanding Contribution to Wealth Management Sponsored by OCM 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. About Spear s Spear s is the multi-award-winning wealth management and luxury lifestyle media brand whose flagship magazine has become a must-read for the ultra-high-net-worth (UHNW) community. Described as a cross between Forbes and Vanity Fair, with its own wit and outlook, it is also required reading for the affluent financial services community, including the bankers, lawyers and family offices who advise the wealthy. spearsmagazine.com About Gaggenau Gaggenau is the leading brand for domestic appliances and has taken a pioneering role in innovation and design Made in Germany. Its success is based on technological advance and a clear design language, paired with perfect function. The company, characterised by its over 330-yearold tradition, continually sets new standards in the private kitchen sector with its award-winning products, and its name is synonymous with exclusive culinary culture. gaggenau.com