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October 13, 2021updated 28 Oct 2021 3:36pm

Revealed: 2021 Spear’s Wealth Management Awards shortlists

By Spear's

The 2021 Spear’s Wealth Management Awards shortlists have been announced

The private client world’s premier awards event – the Spear’s Wealth Management Awards – will acknowledge entrepreneurs, philanthropists and advisers to HNWs who have exhibited innovation and excellence in the world of private wealth.

The awards, which are kindly sponsored by Villa Sandi and Utmost Wealth Solutions, have had a record-breaking year, with more entries than ever before. 

For over a decade, the Spear’s Wealth Management Awards have crowned the best wealth managers, lawyers, property advisers, accountants, family office service providers and private banks relied upon by HNWs.

The flagship annual event also acknowledges and honours the outstanding contributions of entrepreneurs and philanthropists in the wealth management world and beyond. 

In 2021 Spear’s Wealth Management Awards will be given in the following categories:

  • HNW Wealth Manager of the Year
  • UHNW Wealth Manager of the Year
  • Private Bank of the Year – UK
  • Private Bank of the Year – International, in association with Utmost Wealth Solutions
  • Family Office Services Provider of the Year
  • Lawyer of the Year – Family Law
  • Lawyer of the Year – Tax & Trusts
  • Lawyer of the Year – Reputation
  • Private Client Accountant of the Year
  • Property Advisor of the Year
  • Client Relationship Award
  • Future Leader in Private Client Services
  • Private Client Innovation of the Year
  • Entrepreneur of the Year
  • Philanthropist of the Year

The awards will be judged by a panel of experts in each field. Judges will only be asked to contribute to discussions and decisions about certain awards – so as to avoid conflicts of interest. The judges include:

  • Alec Marsh Editor-at-large, Spear’s
  • Annamaria Koerling Managing Partner, Delfin Private Office
  • Billy Stephenson – Chief Executive, Stephenson Executive Search
  • Deborah Eaton QC – Queen’s Counsel, 1 King’s Bench Walk
  • Edwin Smith – Editor, Spear’s
  • George Williamson – Founder and CEO, Level
  • Ian Cooke – Partner, Keystone Law
  • Jonathan Hawker – Founder, Slate Campaigns
  • Lucy Barber – Partner, Forsters
  • Laura Conduit – Partner, Farrer & Co
  • Mark Davies – Managing Tax Partner, Mark Davies & Associates
  • Mark Somers – Founder and Director, Somers Partnership
  • Michael Lewis – Partner, Private Client Services, EY Frank Hirth
  • Rasika Sittamparam – Senior Researcher, Spear’s
  • Robert Brodrick – Chairman, Payne Hicks Beach LLP
  • Rupert Phelps – Partner, Family Wealth Group, Smith & Williamson
  • Russell Cohen – Partner, Farrer & Co
  • Sara Mansoori – Matrix Chambers

The 2021 Spear’s Wealth Management Awards will take place virtually on Tuesday 23 November at 5:30PM. For a limited time, you can register for a free ticket here.

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