Spear's Wealth Management Survey

Spear's Wealth Management Awards 2011: Winners

Co-hosts: One Sandy Lane, Barbados
Supported by: London & Capital

In association with: Scorpio Partnership

The fifth Spear’s Wealth Management Awards, co-hosted by One Sandy Lane, Barbados, were held at Phillips de Pury in London on 1 November. The awards – described as ‘the Oscars of the private banking world’ (Evening Standard) – were again hosted by CNBC’s Ross Westgate and Spear’s editor-in-chief William Cash.

The Awards celebrate high net worth individuals and wealth managers for their successes, innovations and acumen, in the year 1 August 2010 to 31 July 2011. This year, for the first time, they recognised moral leadership in the City by giving the Spear’s City Champion Award to New City Initiative, a consortium of wealth management firms which champions City internships for disadvantaged students and promotes a less self-interested form of capitalism.

Spear’s editor-in-chief William Cash says: ‘For too long the City has given no thought to social mobility or helping those traditionally excluded from jobs in the financial services. New City Initiative, run by independent wealth managers who want to restore some sense of morality to the City, is setting an example that everyone else in the Square Mile should follow.’

Attended by 600 of today’s wealthiest and most influential individuals, the event celebrates the very best in the private client world, from private banks, family offices and law firms to philanthropists and entrepreneurs.

Guests included: Rupert Adams and Nadja Swarovski, Godfrey Barker, Mike Danson, Nathalie Dauriac-Stoebe, Sandra Davis, Zoe de Givenchy, Manfredi della Gherardesca, Martha Fiennes, Xenia Howard-Johnston, Britt Lintner, Sophie and David Montgomery, Amy Sacco, Keith Schilling, Cosima Somerset and Sam Waley-Cohen.

The winners included C Hoare & Co (Private Bank), Helen Watson, Rothschild (Private Banker), John and Alex Timpson (Philanthropist), Faisel Rahman, Fair Finance (Entrepreneur) and Jonathan Ruffer (Lifetime Achievement).

Visit the website of One Sandy Lane, Barbados

Read William Cash's introduction here

Read Josh Spero's blast against complacency and exhortation for the City to act for social good

See photos of the winners at the Spear's Wealth Management Awards

Watch Jonathan Ruffer's acceptance video for his Lifetime Achievement Award

Private Bank
Criteria: Performance, numbers (profit, AuM, client gain/loss), staff hires/losses, service, reputation
Sponsor: Jaguar

Citi Private Bank        
Credit Suisse            
C Hoare & Co            
JP Morgan Private Bank    
Rothschild            
Royal Bank of Canada    

Private Banker
Criteria: Leadership, client gains, staff turnover, reputation

Charles Hoare Nairne, C Hoare & Co
Duncan Macintyre, Coutts        
Helen Watson, Rothschild     
       
Asset Management Firm (HNW)
Criteria: Performance (strongest emphasis), numbers (profit, AuM, client gain/loss), staff hires/losses, service, reputation

Cheviot            
Collins Stewart        
Smith & Williamson        
Stenham            
Thurleigh            
Vestra Wealth            

Asset Management Firm (UHNW)
Criteria: Performance (strongest emphasis), numbers (profit, AuM, client gain/loss), staff hires/losses, service, reputation
Sponsor: Dayekh Gems

JO Hambro Investment Management
Newton                
Partners Capital            
Schroders Private Banking        
Sarasin                    
Veritas                    
    
Boutique
Criteria: Performance (strongest emphasis), numbers (profit, AuM, client gain/loss), staff hires/losses, service, reputation

Berry Asset Management       
Investment Quorum   
London & Capital       
MASECO               
SCM Private               
Slater Investments           
Thurleigh Investment Managers   

Wealth Management Innovator
Criterion: Changing wealth management in an efficient, unusual, unexpected or important way

Stanhope Capital for the acquisition of Jewson Associates       
Philip Marcovici and Fritz Kaiser of Kaiser Partner for instigating the LDF
           
Private Bank for the Next Generation
Criteria: Quality of offering, innovation
Sponsor: KPMG

Citi Private Bank       
Coutts               
JP Morgan Private Bank   

Multi-Family Office
Criteria: Performance (strongest emphasis), numbers (profit, AuM, client gain/loss), staff hires/losses, service, reputation
Sponsor: BNY Mellon Asset Management

Lord North Street   
MaxCap
Sand Aire       
Stanhope Capital           

Accountancy Firm
Criteria: Notable staff, staff hires/losses, service, reputation

Deloitte               
Dixon Wilson               
KPMG               
Moore Stephens           
PwC                   
Saffery Champness           

Law Firm (Tax and Trust)
Criteria: Notable cases, notable staff, staff hires/losses, service, reputation

Baker Mackenzie           
Bircham Dyson Bell           
Farrer & Co               
Harcus Sinclair           
Speechly Bircham           
Withers               

Law Firm (Family)
Criteria: Notable cases, notable staff, staff hires/losses, service, reputation

Farrer & Co               
Manches               
Mishcon de Reya           
Withers               

Law Firm (Reputation and Defamation)
Criteria: Notable cases, notable staff, staff hires/losses, service, reputation

Atkins Thomson           
Davenport Lyons           
Finer Stephens Innocent       
Mishcon de Reya           
Schillings

Philanthropist
Criteria: Impact (direct gift, foundation establishment, continued achievements), innovation, sustainability

Dame Vivien Duffield
Lord Harris of Peckham
Gina Miller
Frederick Mulder
Richard Ross
Marcelle Speller
John and Alex Timpson

Philanthropy Adviser
Criteria: Impact, innovation, sustainability

Clive Cutbill, Withers           
Rebecca Eastmond, JP Morgan Private Bank       
Anna Josse, Prism           
Plum Lomax, New Philanthropy Capital   
Maya Prabhu, Coutts           
Emma Turner, Barclays Wealth   
Simon Weil, Bircham Dyson Bell   

Entrepreneur
Criteria: A young entrepreneur who has demonstrated innovation and achieved success
Sponsor: Schroders Private Banking

Ross Marshall, Your Golf Travel
Faisel Rahman, Fair Finance
Sam Waley-Cohen, Portman Healthcare

Family Business
Criteria: An innovative, successful business which is majority-owned or -run by one family
Sponsor: Pictet

The Goring
Timpsons
Warburtons
Wates Group

Property Adviser
Criteria: Market access, client list, significant deals
Sponsor: Beauchamp Estates

Robert Bailey, Robert Bailey Property
Peter Mackie, Property Vision
Guy Meacock, Prime Purchase
Johnny Turnbull, Turnbull Property Acquisition

Hedge Fund
Criteria: Results
Sponsor: Cornwall Terrace

BlackRock

City Champion
Criteria: Social impact and moral leadership

New City Initiative

Lifetime Achievement
Criteria: Impact on industry, company and colleagues

Jonathan Ruffer

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William Cash, editor-in-chief of Spear’s, says:
We feel the awards recognise what is too often forgotten: that London has many excellent financial and legal professionals who work hard for their clients. We also reward entrepreneurs and philanthropists, some of the most important people in society today. We are pleased to be hosting the Wealth Management Awards with One Sandy Lane, Barbados’ most luxurious development.

Keith Rubenstein of Somerset Partners LLC, development partner of One Sandy Lane, Barbados, says:
It is our great pleasure to be the sponsor of the 2011 Spear’s Wealth Management Awards. Spear’s and One Sandy Lane exemplify a standard of excellence that is unrivalled. We look forward to the opportunity to introduce the event's select group of attendees to what is quickly becoming known as the most exclusive residences in the Caribbean and possibly the world.

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

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.

Edited by William Cash, an authority on the super-rich, and Josh Spero, one of the Observer’s rising stars of media, Spear’s contributors include some of the most influential, celebrated writers, experts and commentators in the world. Regular columnists and contributors include Anthony Haden-Guest, John Arlidge, Nick Foulkes, Daisy Prince, Clive Aslet and William Sitwell.

Josh Spero was recently nominated for Editor of the Year and Fiona Macpherson New Editor of the Year at the BSME Awards 2011.

www.spearswms.com
 
About One Sandy Lane
The Platinum Coast of Barbados now boasts the most exclusive private residences in the Caribbean and, perhaps, the world. Eight perfect homes with extraordinary views for the most demanding and discerning who expect the very best.

One Sandy Lane has it all. Impeccable service, expansive beach, private gym. Or a massage and nap to the soothing tune of gentle waves lapping at the beach outside your window. Whatever your pleasure, your private paradise will be complete at One Sandy Lane, Paynes Bay, Barbados. Occupancy Autumn 2011.

For further information or to arrange a viewing please contact Jessica Dee Rohm, Global Sales Director, jrohm@onesandylane.com, +203 400 0888

www.onesandylane.com