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  1. Awards & Events
October 29, 2013updated 02 Feb 2016 8:16am

Spear’s Wealth Management Awards 2013

By Spear's

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,, for Philanthropist of the Year; and Nick D’Aloisio, Summly, for Entrepreneur of the Year.

See photos of the winners here

Lifetime Achievement Award for Outstanding Contribution to the High Net Worth World

Sponsored by Citi Private Bank

Citi Private Bank logo

Sandra Davis, Mishcon de Reya

Private Banker of the Year

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Jim Bouley, Merrill Lynch/Julius Baer

Julian Cooper, Barclays

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 Year

Sponsored by Chesterton Humberts

Chesterton Humberts logo


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

Sponsored by New Capital

New Capital logo

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, (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, 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

Sponsored by Barclays

Barclays logo

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


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

Charles McDowell logo

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

Royal London Asset Management logo


Dixon Wilson

Rawlinson & Hunter



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


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

Falcon Private Bank logo

AH Loder Advisers

Citi Private Bank



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

Sponsored by Wine Source

Wine Source logo

Barclays Voice Biometrics

Berry Performance Tracker

Charles Stanley Direct

Metro Bank


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

Sponsored by Jaguar

Jaguar logo

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


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

Sanlam Private Investments logo

Baker & McKenzie

Boodle Hatfield

Charles Russell

Farrer & Co


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


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

World of Fine Wine logo


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

Sponsored by Barclays

Barclays logo



Grosvenor Estate


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

Sponsored by Hamilton Grand

Hamilton Grand logo

Black Brick

Haringtons UK

Heaton & Partners


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’

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