Spear's Wealth Management Survey is pleased to announce the nominees and winners of the Spear's Wealth Management Awards 2008, in association with Essenza Style. The awards celebrate the achievements of high net worth individuals and wealth management companies for their successes, innovations and acumen over the past year.

The awards were held on Monday, September 29th at Sotheby's, Bond Street.

buildings

Carte Blanche CommunicationsGrey GooseScorpio PartnershipSothebys

dots800

 BUSINESS AWARDS
arrowdown
dots800

UK Private Bank of the Year
For a bank that has delivered outstanding service for HNW individuals during 2007-8


Barclays Wealth
C. Hoare & Co
Coutts & Co
Credit Suisse
HSBC Private Bank
JP Morgan
Kleinwort Benson
Schroders
SG Hambros
St James's Place


RK Harrison
dots800

European Private Bank of the Year
For a European family-owned bank that has demonstrated outstanding performance and service. To qualify, the bank must be prominent in at least one major European market. Attention will be paid to corporate profile, good practice and increased presence in its market.


Bank Julius Baer
Banque Privee Edmond de Rothschild
Banque Syz
EFG Private Bank
LGT Bank
Pictet
Sal. Oppenheim
Union Bancaire Privée

Private Office
dots800

Asset Management Firm of the Year High Net Worths
For a firm that has demonstrated outstanding performance in providing asset management services to HNWs in the UK. Specialising in managing investable assets between £500,000 and £10 million, the award is for team performance, portfolio management and services to private clients. There is no separate category for stockbrokers and independent investment boutiques.

 

Audley Capital
Berry Asset Management
Credit Suisse
JO Hambro
Jupiter Asset Management
London & Capital
Merrill Lynch
Newton Investment Management
Rathbones
Ruffer
Schroders
SG Hambros
Thames River Capital
Thurleigh Investment Managers

Manches
dots800

Asset Management Firm of the Year for Ultra High Net Worths
For a firm that has demonstrated outstanding performance in providing asset management services to UHNWs (assets in excess of £10 million) during 2007-8. There is one award for a UK-oriented firm, one for a Europe-oriented firm.

 


UK
Coutts Private Office
Fleming Family & Partners
JP Morgan
Morgan Stanley
Oldfield Partners
Sarasin & Partners
Stanhope Capital
Stenham

Europe
Bank Julius Baer
Banque Syz
Lombard Odier Darier Hentsch
Mirabaud
Pictet
Sal. Oppenheim


The Family Office
dots800

Multi-Family Office of the Year
For a multi-family office that has delivered outstanding services. The winning office will have demonstrated growth, dynamism, client retention and innovation.

 

Fleming Family and Partners
Lord North Street
MaxCap Partners
Sand Aire
Stanhope Capital
Stenham
Stonehage
Unigestion

Pictet
dots800

Law Firm of the Year
There are two separate awards for law firms that have provided outstanding service during 2007-8, one for a private client department, one for a family department.

 

Allen & Overy - Private Wealth and Charities
Baker & McKenzie - Private Banking
Boodle Hatfield - Private Client and Tax
Finers Stephens Innocent - Private Client
Herbert Smith - Private Wealth and Charities
Lawrence Graham - Private Client
Macfarlanes - Private Client
Maitland - Private Client
Payne Hicks Beach - Private Client
Stikeman Elliott - Private Capital
Taylor Wessing - Private Client
Withers - Wealth Planning

Family
Manches
Mishcon de Reya
Payne Hicks Beach
Withers


Maybach
dots800

Wealth Management Innovator of the Year
For a firm that has launched a product, service, solution or strategy that has demonstrated true innovation in the wealth management industry and has captured new private client business. The initiative will be selected on the basis of client and market insight, and includes both financial institutions and professional advisers to private clients.

 

Barclays Wealth
Cheviot
Family Bhive (joint winner)
Man ECO
Newton
Pi Capital (joint winner)
Route Group


Scorpio Partnership
dots800

Best Private Bank for the Next Generation
For a private bank that has introduced a strategy to support next generation clients in the management of their wealth and responsibility.

 

Barclays Wealth
Citi
Coutts & Co
Credit Suisse
Fleming Family & Partners
HSBC Private Bank
JP Morgan
Merrill Lynch
UBS Wealth Management

Maitland
dots800

Best Angel Investor
For an angel investment club or network in Europe that has provided the consistent and diverse deal flow in 2007-8 for private client investors. Nominees should also be recognised for a specific reputation or approach to early stage investments.

 

Angelbourse
Archangel
Beer & Partners
The Great Eastern Investment Forum
Hotbed
Keiretsu Forum
London Business Angels
Oxfordshire Investment Opportunity Network

Kleinwort Benson
dots800

Family Business Succession of the Year
For a privately-owned business with a turnover in excess of £50 million that has undergone a leadership succession within the last five years. The award will recognise a succession process that has resulted in a marked improvement in turnover, profits or innovation within the business.

 

Arcelor Mittal (Lakshmi Mittal to Aditya Mittal)
Grosvenor (Jeremy Newsum to Mark Preston)
Pentland Group (Stephen Rubin to Andy Rubin)
Sky (Rupert Murdoch to James Murdoch)
William Jackson & Son (Charles Oughtred to Nicholas Oughtred)

HSBC Private Bank
dots800

 INDIVIDUAL AWARDS
arrowdown
dots800

Private Banker of the Year
For an individual (with an emphasis on those who are client-facing) who has delivered outstanding service to private banking clients during 2007-8. The winner will ideally be in a senior management position and will have made a significant impact on the private banking industry.

 

Heinrich Adami, Pictet
Myles Bessborough, HSBC Private Bank
Jamie Black, Sarasin & Partners
Eva Castillo, Merrill Lynch
Ed Chadwyck-Healey, Barclays Wealth
Peter Charrington, Citi
Olivier de Givenchy, JP Morgan
Alexander Hoare, C. Hoare & Co
Charles Hoffman, HSBC Private Bank
BS Kandlur, Standard Chartered
Duncan MacIntyre, Coutts & Co
Stewart McGregor, Merrill Lynch
Robert Taylor, Kleinwort Benson
Nick Tucker, Merrill Lynch
Helen Watson, Morgan Stanley
Lewis Watts, SG Hambros
Steven Whiting, HSBC Private Bank

LCP
dots800

Future Leader in Wealth Management
For an individual aged 35 or under in 2007-8 who has demonstrated outstanding leadership in wealth management. The individual may currently hold a senior management position or may be an active relationship manager. They will have demonstrated their potential through progression at the firm in addition to peer reference.

 

Shona Baijal, UBS
Rebecca Collins, Clariden
Sarah Courtney, Barclays Wealth
Ashley Crossley, Baker & McKenzie
Nathalie Dauriac, Coutts & Co
Rowland Flower, Psigma
Sam Jeffries, Sarasin & Partners
Michael Magnay, Kleinwort Benson
James Peterson, MaxCap
Stephen Rothwell, Schroders
Nick White, JP Morgan

London and Capital
dots800

Green Entrepreneur of the Year
For an individual responsible for launching and/or managing a business in 2007-8 with an ecological or green principle at the root of the business model. The entrepreneur considered will be at the helm of the business or actively involved in the management of the business.

 

Damian Aspinall, Director, John Aspinall Foundation
Peter Diamandis, CEO, X Prize Foundation
Johan Eliasch, Founder, Cool Earth
Ben Goldsmith, Founder and Partner, WHEB Ventures
Vinod Khosla, Founder, Khosla Ventures
Jeremy Leggett, Chairman, Solarcentury
Paul Lister, CEO, Alladale Highland Wilderness Reserve, and Founder, European Nature Trust
Hylton Murray-Philipson, Director, Canopy Capital
Sir Stuart Rose, CEO, Marks & Spencer

Coutts
dots800

Philanthropist of the Year
For an individual who has undertaken outstanding philanthropic activity in 2007-8. 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 initiative.

 

Arpad Busson, ARK (UK)
Jamie and Chris Hohn, Children's Investment Fund Foundation
Sir Elton John and David Furnish, Elton John Aids Foundation
John Madejski, John Madejski Academy
Harvey McGrath, trustee of New Philanthropy Capital
Fred Mulder, Funders Network
The late Dame Anita Roddick, Body Shop, and Gordon Roddick
Bernard Sabrier, Children Action (Europe)
The late Simon Sainsbury, Sainsbury bequest
Stephan Schmidheiny, FUNDES and AVINA Foundations
John Studzinski, Tate gift
Peter Sutton, Sutton Trust
Guy Weston, Garfield Weston Foundation

Schroders
dots800

Art Adviser of the Year
For an individual who has shown outstanding excellence in advising HNW collectors, museums and corporations with regards to acquisitions or disposals in their collections.

 

Abigail Asher and Barbara Guggenheim, Guggenheim Asher
Manfredi della Gherardesca, MDG Fine Arts
Mollie Dent-Brocklehurst
Helen Macintyre, Macintyre Art Advisory
Daniel Morris, Corfield Morris Ltd
Fabienne Nicholas, Contemporary Art Society
Timothy Sammons, Timothy Sammons Ltd
Maurice Tuchman

Cheviot
dots800

Spear's Award for Outstanding Contribution to Wealth Management in 2007-8


Wealth Monitor

JOHN RICHES
dots800

Spear's Lifetime Achievement Award for Outstanding Contribution to UK Financial Services
For an innovating, founding or visionary individual who has made a significant impact on
the wealth management industry either as a banker, asset manager, lawyer, accountant
or adviser and has been recognised for contribution to their business and the industry
at large.


CNBC

SIR MARK WEINBERG
dots800

 LUXURY AWARDS
arrowdown
dots800

Luxury Retail Brand of the Year
For a luxury brand which has demonstrated prestige brand leadership throughout 2007-8. The brand must have achieved notable development in status and brand position in relation to the HNW community.

 

Bentley
Berluti
Bottega Veneta
Cartier
Chopard
Daylesford Organic
De Grisogono
Fortnum & Mason
Graff
Lanvin
Maserati
Nota Bene
One & Only
Patek Philippe
Smythson

PEDINI
dots800

European Business Hotel of the Year
For a hotel which is recognised for five-star excellence for HNWs.

 

Amstel, Amsterdam
Baur Au Lac, Zurich
Brown's, London
Connaught, London
Dolder Grand, Zurich
George V, Paris
Hotel Amigo, Brussels
Le Richemond, Geneva
Principe di Savoia, Milan
Villa Kennedy, Frankfurt
Widder Hotel, Zurich

Nectar Capital
dots800

Air Travel Provider of the Year
There are two separate awards for air travel providers that have given outstanding premium services during 2007-8, one for a private jet business (including fractional ownership), one for a commercial airline.

 

Private

European Business Jets
NetJets
PrivatAir

Commercial
British Airways
Cathay Pacific
Emirates
Jet Airways
Kingfisher
Qatar Airways
Singapore Airlines
Virgin Upper Class


Quintessentially
dots800