Spear's Wealth Management Survey

Spear's Wealth Management Awards: Winners

The fourth annual Spear’s Wealth Management Awards, in association with The Hideaways Club, were held on 22 November at The Saatchi Gallery, Duke of York’s HQ, the King's Road. The Awards celebrate high net worth individuals and wealth managers for their successes, innovations and acumen, in the year 1 August 2009 to 31 July 2010.

Hosted by Spear’s editor-in-chief William Cash and CNBC anchor Ross Westgate, the Awards rewarded firms including Citi Private Bank (Private Bank UK), HSBC (Charlie Hoffman, Private Banker), Schillings (Reputation and Privacy Law Firm) and Farrer & Co. (Family Law Firm), as well as entrepreneur Chrissie Rucker of the White Company and philanthropist Dame Stephanie Shirley.

Guests included: philanthropist Dame Stephanie Shirley, David Cameron’s favourite intellectual Phillip Blond, the Earl and Countess of Carnarvon, Lord Chadlington, Lady Emily Compton, Lady Palumbo, Mike Danson, gallerist Joe LaPlaca, Dora Loewenstein and Manfredi della Gherardesca, philanthropist Sir John Madejski, financier Alan Miller, journalist Harry Mount, Godfrey Barker, Edward van Cutsem, Sir Mark Weinberg, Peter York, Toby Young and lawyer Robert Amsterdam.

Headline sponsor: The Hideaways Club. Associate sponsors: Taittinger; Vodka O; and Tempo.

Photos from the evening are here: one, two, three.

Judges included members of Spear’s staff and directors of Scorpio Partnership and Couper & Partners.

Click here to download the press release

For further information, please contact Matt Crofton, 
matt.crofton@spearswms.com : 07866 314 142
 
or Josh Spero, Editor, Spear’s, 
josh.spero@spearswms.com : 020 7936 6445 

Private Bank of the Year (UK)
For a bank that has delivered outstanding service and performance for HNW individuals during 2009-10.
Sponsor: Synergy Insurance

C. Hoare & Co.
Citi Private Bank

Investec

JP Morgan Private Bank 

HSBC Private Bank
Schroders Private Bank

Private Bank of the Year (Europe)
For a European bank that has demonstrated outstanding performance and service during 2009-10. To qualify, the bank must be prominent in at least one major European market. Attention will be paid to corporate profile, good practice and presence in its market.
 
Banque Syz
Credit Suisse

Deutsche Bank
Julius Baer

Mirabaud
Pictet
UBS

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 2009-10. The winner will also ideally have made a significant impact on the private banking industry.
Sponsor: Hideaways Club

Olivier de Givenchy – JP Morgan Private Bank
Charlie Hoffman – HSBC 

Duncan Macintyre – Coutts
Rupert Robinson – Schroders Private Bank

Asset Management Firm of the Year for High Net Worths
For a firm which has demonstrated outstanding wealth management services to HNWs in the UK. Specialising in managing investable assets between £500,000 and £10 million, the award is for performance, portfolio management and services to private clients.
 
Brewin Dolphin
Cheviot

Investment Quorum
Jupiter Asset Management
Ruffer

SCM Private
Smith and Williamson

Thurleigh Investment Managers
Veritas Asset Management

Asset Management Firm of the Year for Ultra-High Net Worths 
For a firm which has demonstrated outstanding wealth management services to UHNWs (assets in excess of £10 million).
 
JO Hambro Investment Management

Rothschild
Sarasin
Stenham Advisors

Future Leader in Wealth Management
For an individual aged under 40 in 2009-10 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.
 
Anthony Burrell – Mirabaud
Nathalie Dauriac Stoebe – Signia Wealth
Rowland Flower – Psigma
Charles Hoare Nairne – C. Hoare & Co.
Rehmet Kassim-Lakha – JP Morgan
Harry Lawson Johnston – Guggenheim
David Livingston – Thurleigh
Quentin Marshall – UBS

Henry Maxey – Ruffer
Frederic Rochat – Lombard Odier
Edward Tollemache – FF&P

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

AlphaOne Partners
Lord North Street
Sand Aire 

Stanhope Capital

Stonehage

Single-Family Office of the Year
For a single-family office that has delivered outstanding services. The winning office will have demonstrated dynamism and innovation.
Sponsor: Blackrock

Kedge Capital

Specialist Insurance Provider of the Year
For an insurance firm that has delivered outstanding services in HNW-specific areas.
Sponsor: CNBC

Aon Private Risk Management
AXA Art

Bond Private Insurance Services
Chubb

Gauntlet
Hiscox

Lycetts
NFUM

Synergy Insurance Services

Law Firm of the Year (Tax & Trust)
For the tax and trust department of a law firm which has provided outstanding service during 2009-10.
Sponsor: Odey WM

Baker & McKenzie

Bircham Dyson Bell
Boodle Hatfield
Hunters
LG

Macfarlanes

Maurice Turnor Gardner
Speechly Bircham

Taylor Wessing
Withers

Law Firm of the Year (Family)
For the family department of a law firm which has provided outstanding service during 2009-10.
 
Farrer & Co.

FLiP

Hughes Fowler Carruthers

Macfarlanes
Manches

Mishcon de Reya

Stewarts Law
Withers

Law Firm of the Year (Reputation & Privacy)
For the reputation management department of a law firm which has provided outstanding service during 2009-10.
 
Finer Stephens Innocent

Mishcon de Reya

Schillings
Speechly Bircham

Private Client Accountancy Firm of the Year
For the private client department of an accountancy firm which has provided outstanding service during 2009-10.
Sponsor: London & Capital

A.S. Zanettos

Deloitte

KPMG
PwC

Rawlinson & Hunter

Saffery Champness
Sopher + Co

Best International Financial Centre
For an IFC (outside mainland UK) that has delivered a consistently strong, safe and well-managed location for funds, trusts and/or investments.
Sponsor: Scorpio Partnership

Bermuda

Cayman Islands
Monaco

Singapore

Switzerland

Most Innovative International Financial Centre
For an IFC (outside mainland UK) that has demonstrated genuine innovation in providing financial, tax or business solutions for high net worths.
 
Canada

Jamaica
Jersey

Liechtenstein
Luxembourg

Entrepreneur of the Year
For an individual who has shown innovation and success in the entrepreneurial field in 2009-10.
Sponsor: Couper Partners

Ayman Asfari, Petrofac

Dmitry Grishin, Mail.ru Group
Mike Lynch, Autonomy
Natalie Massenet, Net-a-Porter.com
Chrissie Rucker, The White Company
Hugh Willis and Mark Poole, BlueBay Asset Management

Philanthropist of the Year
For an individual who has undertaken outstanding philanthropic activity during 2009-10. 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.
Sponsor: Sarasin & Partners

Leonard Blavatnik
Michael Hintze

Gina Miller

Alec Reed

Dame Stephanie Shirley
John Studzinski

Boutique Wealth Management Firm of the Year
For a dynamic firm with under £1.5bn AuM which has delivered outstanding service to its clients.
 
Helvetia Wealth
Investment Quorum

London and Capital
SCM Private 

Signia Wealth

Spearpoint

Thurleigh Investment Managers

Spear’s Lifetime Achievement Award for Outstanding Contribution to Private Client Services
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.
Sponsor: KPMG

Raymond Tooth, Sears Tooth

For further information, please contact Matt Crofton, 
matt.crofton@spearswms.com : 07866 314 142
 
or Josh Spero, Editor, Spear’s, 
josh.spero@spearswms.com : 020 7936 6445

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. It is also required reading for the affluent financial services community, which includes top bankers, lawyers and family offices who advise the rich today.

Since its launch in 2006, Spear’s has established itself as Europe’s leading wealth management authority, as well as for its witty and incisive commentary on arts, business and lifestyle. Using print, digital, events, awards and research-based products and services, Spear’s is uniquely placed to connect financial and luxury brands to this exclusive and elusive audience.

The Spear’s readership is made up of extremely wealthy individuals and families (average assets of £5 million+) and ranges from hedge fund managers to property developers, rock stars to Rich-Listers, entrepreneurs and entertainers. Spear’s aims to provide an informative, entertaining and objective guide to all aspects of the high-net-worth lifestyle, from its problems to its pleasures.

The recession has meant that there has never been greater demand for a wealth-oriented media brand which prides itself on an unbiased assessment of asset managers, lawyers, bankers, family offices and art advisors. We also give them the inside scoop on the latest trends in the world of luxury.



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