Last night in front of over 700 HNWs, entrepreneurs, philanthropists, wealth managers and society figures, the winners of the Spear’s Wealth Management Awards 2013 were announced
Winners included family lawyer Sandra Davis, Mishcon de Reya, for Lifetime Achievement; RBC Wealth Management for Private Bank of the Year; Charlie Hoffman, HSBC Private Bank, for Private Banker of the Year; Metro Bank for Wealth Management Innovator; Marcelle Speller, LocalGiving.com, for Philanthropist of the Year; and Nick D’Aloisio, Summly, for Entrepreneur of the Year.
Lifetime Achievement Award for Outstanding Contribution to the High Net Worth World
Sponsored by Citi Private Bank
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Sandra Davis, Mishcon de Reya
Private Banker of the Year
Jim Bouley, Merrill Lynch/Julius Baer
Julian Cooper, Barclays
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Etienne d’Arenberg, Mirabaud
Charles Hoare Nairne, C Hoare & Co
Charlie Hoffman, HSBC Private Bank
Giovanni Revedin di San Martino, JP Morgan
Helen Watson, Rothschild
About the winner: ‘A private banker with an indisputably enormous book of business, said judge Sebastian Dovey, which he has grown progressively and impressively over the past year. His client relationship skills are now quite possibly the gold standard’
Private Bank of the YearSponsored by Chesterton Humberts
Barclays
Citi Private Bank
C Hoare & Co
HSBC Private Bank
Julius Baer
Metro Private Bank
RBC Wealth Management
Schroders Private Bank
Weatherbys Bank (highly commended)
About the winner: ‘A stable bank which has come up as a solid contender over the past few years, building a strong reputation and a forward-thinking approach towards wealth management. Clearly something is going right for Canada these days as we now even have a Canadian at the Bank of England’
Spear’s City Champion Award
Ashoka, for supporting social enterprise
Philanthropist of the Year
Dame Vivien Duffield, Clore Duffield Foundation
Sir Vernon Ellis, Vernon Ellis Foundation (Lifetime Achievement in Philanthropy)
Michael Harris and Adam Pike, Young Philanthropy
Tom Hunter, Hunter Foundation
Marcelle Speller, LocalGiving.com (Philanthropist of the Year)
Barrie Wells, Wells Sports Foundation
About Marcelle Speller: ‘The winner of Philanthropist of the Year had a simple but clever idea, using her experience as an internet entrepreneur to a philanthropic end. With localgiving.com, Marcelle Speller has made philanthropy accessible to all and a daily activity. She has been truly innovative’
About Sir Vernon Ellis: ‘The winner of the Lifetime Achievement award has not only been engaged with philanthropy and giving at a personal level for many years now, with his foundation supporting music and the arts, but he is also a visible leader and has an ambassadorial role about philanthropy, inspiring other in the country’
Entrepreneur of the Year
Nick D’Aloisio, Summly
Nick Hungerford, Nutmeg
David Murray-Hundley, Adaro Red
Titus Sharpe & Tom Morgan, MVF Global and ApprovedIndex
Will Swannell & Ed Poland, Hire Space
About the winner: ‘When he sold his app to Yahoo last year for $30 million, we were delighted that Britain had produced another world-beating tech entrepreneur and stunned that most of us owned clothes older than him. A smart operator who had already managed to get Hong Kong-based billionaire Li Ka-shing to invest into his business and who is certainly one to watch’
Asset Management Firm of the Year for HNWs
Berry Asset Management
Close Brothers Asset Management
GAM
JO Hambro Investment Management
Smith & Williamson
Vestra Wealth
About the winner: ‘A standout in an era when the industry trend is towards model portfolios. They have delivered top investment performance across the board even though it has no overall house investment policy. Always coming in the top three for customer satisfaction’
Asset Management Firm of the Year for UHNWs
(Includes private investment offices)
Sponsored by Charles McDowell Properties
Capital Generation Partners
Fleming Family & Partners
Lord North Street
Partners Capital
Stanhope Capital
About the winner: ‘A firm which substantially increased its number of clients and assets under management, whilst outperforming benchmarks. A pioneer of the private investment office concept and a winner at the Wealth Management Awards for the third year in a row now’
Multi-Family Office of the Year
(Providing non-investment services to UHNW families)
Sponsored by Royal London Asset Management
Bedell
Dixon Wilson
Rawlinson & Hunter
Stonehage
Virtus
About the winner: ‘A firm which takes justifiable pride in their independence and integrity. Personal client service and technical expertise lie at the core of this firm’s offering’
Boutique Wealth Management Firm of the Year
Berry Asset Management
James Hambro & Partners
McInroy & Wood
Odey Wealth
Ruffer
Veritas Investment Management
About the winner: ‘A distinctive investment philosophy, defined by a rigorous focus on absolute return and cost-efficient direct investment’
The Next Generation Award
Sponsored by Falcon Private Bank
AH Loder Advisers
Citi Private Bank
Coutts
KPMG
New Quadrant Partners
Oliver Stanley Partners
About the winner: ‘Rather than concentrating on just the wealth and only the financial aspects, they help 20 to 25-years old who are sitting with trusts understand planning. They’ve organised trips and workshops and have launched philanthropy initiatives for next-gens. Winners by a length’
Wealth Management Innovator of the Year
Barclays Voice Biometrics
Berry Performance Tracker
Charles Stanley Direct
Metro Bank
Nutmeg
About the winner: ‘Someone who’s managed to shake up that even dustier corner of the private-client world, private banking. The first company to be granted a UK high street banking licence in over a century, they were not happy just providing retail services but have also, moved into private banking, giving loans and mortgages and even accepting paintings as collateral’
Future Leader in Wealth Management
Louis Coke, Charles Stanley
Charlie Dixon, Brooks Macdonald
Bandish Gudka, Vestra Wealth
Adam Proctor, Citi Private Bank
Charles Underwood, James Hambro
About the winner: ‘An undisputed winner this year. Called a pretty serious wealth manager on his way to a great future, he is already moving onto the management side at Citi, proving his leadership potential’
Law Firm of the Year (Family)
Boodle Hatfield
Charles Russell
Farrer & Co
Mishcon de Reya
Withers
About the winner: ‘A clear winner this year, as the firm was involved in two important landmark cases in the Supreme Court – Prest v Petrodel Resources and Re: A. Their strong team – which includes the truly impressive William Massey and Richard Parry – is ‘quirky but delightful’, ‘easy to work with’ and a ‘particularly nice bunch of people”
Law Firm of the Year (Tax and Trust)
Sponsored by Sanlam Private Investments
Baker & McKenzie
Boodle Hatfield
Charles Russell
Farrer & Co
Withers
About the winner: ‘A firm that enjoys a great reputation in the private client sector and its performance in the past twelve months has been outstanding, thanks in particular to its work in relation to the Liechtenstein Disclosure Facility, as well as the Annual Tax on Enveloped Dwellings and General Anti-Avoidance Rule. Singled out from this firm were Bart Peerless and Robert Blower’
Law Firm of the Year (Defamation and Reputation)
Davenport Lyons
Harbottle & Lewis
Howard Kennedy FSI
Mishcon de Reya
Schillings
About the winner: ‘Continues to have cases that are interesting and prestigious, with good services for family offices and indeed for the Royal family. Now with the prestigious recent hire of John Kelly, leading a focus on crisis prevention’
Private Client Accountancy Firm of the Year
Sponsored by World of Fine Wine
Deloitte
Dixon Wilson
Rawlinson & Hunter
Saffery Champness
Smith & Williamson
About the winner: ‘The winner, celebrating its 125th anniversary this year, focuses on the solid and long-term rather than the flimsy and quick, with experience in tricky areas like investigations by the Revenue and offshore structures. Their team, with figures like Graham Chambers, David Mellor and Jonathan Sutton, is outstanding’
Family Business of the Year
Barbour
Clarks
Grosvenor Estate
JCB
Wates Group
About the winner: ‘Few people realise that behind the winning business is a family’s success. That behind its recent financial growth and international expansion there is a family that has managed to reinvent it as an international iconic fashion brand while keeping manufacturing in the UK’
Property Adviser of the Year
Black Brick
Haringtons UK
Heaton & Partners
Lichfields
Prime Purchase
Property Vision
About the winner: ‘Offered the most comprehensive service in a very competitive market, under head Camilla Dell, a decisive character in the industry and the go-to for the banks. The judges also praised the firm’s free concierge service, which transfers all your utilities to your new property. After all, no-one wants to be left in the dark’
