The Awards for Emerging Talent in the Wealth Management Sector

Citywealth is delighted to open its fifth year awards programme to champion young professionals in the wealth sector and highlight the leaders under forty of today and tomorrow. The philosophy of the contest is to support future leaders who excel at work but who also make an important contribution to society. Entries can be made either by individuals themselves or their employer and should include:

A testimonial from direct supervisor
Achievements for the past year
CSR projects involved in
Promotions or qualifications attained in last year

Following a submission process, the awards are then judged by a panel of wealth management professionals in the private wealth management sector. An online public voting opens once the shortlist is announced to garner support from peers and raise the profile of the participants. The online voting counts for ten percent of the vote and will be taken into consideration by the judges when they make their final decision. The judges vote counts for ninety percent of the final outcome. All winners will be announced on the night at the awards.

**All job titles are approximate based on an industry survey.

** Categories may be split further into boutique, mid-size and large /institutional dependent on the amount of entries.

2019 Event Details

Date: Wednesday, 13 November, 2019

Time: 7pm till midnight

Venue: JW Marriott Grosvenor House, 86-90 Park Ln, Mayfair, London W1K 7TN

Event Host: Jimmy McGhie

Dress Code: Smart Suits / Cocktail Wear

The Categories

Accountant of the Year - Associate (0-5 years)

The award in this section will be judged against six criteria: What was the most interesting deal or case you worked on in the last 12 months? (examples include tax planning for a nunnery or helping a person through an abusive divorce) Which other responsibilities within the organization do you hold? (examples different committees/mentoring trainees/CSR) Do you have any hobbies outside of work? (not a requirement of judging, for instance if candidate has children). Can you let us know of any philanthropy or charitable causes you support personally? Do you have a funny story or anecdote to share from your work experience? Lastly, please provide a supporting quote from a senior person within the organization (maximum 200 words)
Accountant of the Year- Manager (5-10 years)

The award in this section will be judged against six criteria: What was the most interesting deal or case you worked on in the last 12 months? (examples include tax planning for a nunnery or helping a person through an abusive divorce) Which other responsibilities within the organization do you hold? (examples different committees/mentoring trainees/CSR) Do you have any hobbies outside of work? (not a requirement of judging, for instance if candidate has children). Can you let us know of any philanthropy or charitable causes you support personally? Do you have a funny story or anecdote to share from your work experience? Lastly, please provide a supporting quote from a senior person within the organization (maximum 200 words)
Accountant of the Year - Partner/Director (c.10 years+)

The award in this section will be judged against six criteria: What was the most interesting deal or case you worked on in the last 12 months? (examples include tax planning for a nunnery or helping a person through an abusive divorce) Which other responsibilities within the organization do you hold? (examples different committees/mentoring trainees/CSR) Do you have any hobbies outside of work? (not a requirement of judging, for instance if candidate has children). Can you let us know of any philanthropy or charitable causes you support personally? Do you have a funny story or anecdote to share from your work experience? Lastly, please provide a supporting quote from a senior person within the organization (maximum 200 words)
Lawyer of the Year - Associate

The award in this section will be judged against six criteria: What was the most interesting deal or case you worked on in the last 12 months? (examples include tax planning for a nunnery or helping a person through an abusive divorce) Which other responsibilities within the organization do you hold? (examples different committees/mentoring trainees/CSR) Do you have any hobbies outside of work? (not a requirement of judging, for instance if candidate has children). Can you let us know of any philanthropy or charitable causes you support personally? Do you have a funny story or anecdote to share from your work experience? Lastly, please provide a supporting quote from a senior person within the organization (maximum 200 words)
Lawyer of the Year - Senior/Managing Associate

The award in this section will be judged against six criteria: What was the most interesting deal or case you worked on in the last 12 months? (examples include tax planning for a nunnery or helping a person through an abusive divorce) Which other responsibilities within the organization do you hold? (examples different committees/mentoring trainees/CSR) Do you have any hobbies outside of work? (not a requirement of judging, for instance if candidate has children). Can you let us know of any philanthropy or charitable causes you support personally? Do you have a funny story or anecdote to share from your work experience? Lastly, please provide a supporting quote from a senior person within the organization (maximum 200 words)
Lawyer of the Year - Partner

The award in this section will be judged against six criteria: What was the most interesting deal or case you worked on in the last 12 months? (examples include tax planning for a nunnery or helping a person through an abusive divorce) Which other responsibilities within the organization do you hold? (examples different committees/mentoring trainees/CSR) Do you have any hobbies outside of work? (not a requirement of judging, for instance if candidate has children). Can you let us know of any philanthropy or charitable causes you support personally? Do you have a funny story or anecdote to share from your work experience? Lastly, please provide a supporting quote from a senior person within the organization (maximum 200 words)
Family Lawyer of the Year – Associate

The award in this section will be judged against six criteria: What was the most interesting deal or case you worked on in the last 12 months? (examples include tax planning for a nunnery or helping a person through an abusive divorce) Which other responsibilities within the organization do you hold? (examples different committees/mentoring trainees/CSR) Do you have any hobbies outside of work? (not a requirement of judging, for instance if candidate has children). Can you let us know of any philanthropy or charitable causes you support personally? Do you have a funny story or anecdote to share from your work experience? Lastly, please provide a supporting quote from a senior person within the organization (maximum 200 words)
Family Lawyer of the Year – Senior/Managing Associate

The award in this section will be judged against six criteria: What was the most interesting deal or case you worked on in the last 12 months? (examples include tax planning for a nunnery or helping a person through an abusive divorce) Which other responsibilities within the organization do you hold? (examples different committees/mentoring trainees/CSR) Do you have any hobbies outside of work? (not a requirement of judging, for instance if candidate has children). Can you let us know of any philanthropy or charitable causes you support personally? Do you have a funny story or anecdote to share from your work experience? Lastly, please provide a supporting quote from a senior person within the organization (maximum 200 words)
Family Lawyer of the Year – Partner

The award in this section will be judged against six criteria: What was the most interesting deal or case you worked on in the last 12 months? (examples include tax planning for a nunnery or helping a person through an abusive divorce) Which other responsibilities within the organization do you hold? (examples different committees/mentoring trainees/CSR) Do you have any hobbies outside of work? (not a requirement of judging, for instance if candidate has children). Can you let us know of any philanthropy or charitable causes you support personally? Do you have a funny story or anecdote to share from your work experience? Lastly, please provide a supporting quote from a senior person within the organization (maximum 200 words)
Lawyer of the Year IFC - Associate

The award in this section will be judged against six criteria: What was the most interesting deal or case you worked on in the last 12 months? (examples include tax planning for a nunnery or helping a person through an abusive divorce) Which other responsibilities within the organization do you hold? (examples different committees/mentoring trainees/CSR) Do you have any hobbies outside of work? (not a requirement of judging, for instance if candidate has children). Can you let us know of any philanthropy or charitable causes you support personally? Do you have a funny story or anecdote to share from your work experience? Lastly, please provide a supporting quote from a senior person within the organization (maximum 200 words)
Lawyer of the Year IFC – Senior/Managing Associate

The award in this section will be judged against six criteria: What was the most interesting deal or case you worked on in the last 12 months? (examples include tax planning for a nunnery or helping a person through an abusive divorce) Which other responsibilities within the organization do you hold? (examples different committees/mentoring trainees/CSR) Do you have any hobbies outside of work? (not a requirement of judging, for instance if candidate has children). Can you let us know of any philanthropy or charitable causes you support personally? Do you have a funny story or anecdote to share from your work experience? Lastly, please provide a supporting quote from a senior person within the organization (maximum 200 words)
Lawyer of the Year IFC - Partner

The award in this section will be judged against six criteria: What was the most interesting deal or case you worked on in the last 12 months? (examples include tax planning for a nunnery or helping a person through an abusive divorce) Which other responsibilities within the organization do you hold? (examples different committees/mentoring trainees/CSR) Do you have any hobbies outside of work? (not a requirement of judging, for instance if candidate has children). Can you let us know of any philanthropy or charitable causes you support personally? Do you have a funny story or anecdote to share from your work experience? Lastly, please provide a supporting quote from a senior person within the organization (maximum 200 words)
Assistant Private Banker of the Year (0-5 years)

The award in this section will be judged against six criteria: What was the most interesting deal or case you worked on in the last 12 months? (examples include tax planning for a nunnery or helping a person through an abusive divorce) Which other responsibilities within the organization do you hold? (examples different committees/mentoring trainees/CSR) Do you have any hobbies outside of work? (not a requirement of judging, for instance if candidate has children). Can you let us know of any philanthropy or charitable causes you support personally? Do you have a funny story or anecdote to share from your work experience? Lastly, please provide a supporting quote from a senior person within the organization (maximum 200 words)
Private Banker of the Year (5-10 years)

The award in this section will be judged against six criteria: What was the most interesting deal or case you worked on in the last 12 months? (examples include tax planning for a nunnery or helping a person through an abusive divorce) Which other responsibilities within the organization do you hold? (examples different committees/mentoring trainees/CSR) Do you have any hobbies outside of work? (not a requirement of judging, for instance if candidate has children). Can you let us know of any philanthropy or charitable causes you support personally? Do you have a funny story or anecdote to share from your work experience? Lastly, please provide a supporting quote from a senior person within the organization (maximum 200 words)
Senior Private Banker of the Year (c.10 years+)

The award in this section will be judged against six criteria: What was the most interesting deal or case you worked on in the last 12 months? (examples include tax planning for a nunnery or helping a person through an abusive divorce) Which other responsibilities within the organization do you hold? (examples different committees/mentoring trainees/CSR) Do you have any hobbies outside of work? (not a requirement of judging, for instance if candidate has children). Can you let us know of any philanthropy or charitable causes you support personally? Do you have a funny story or anecdote to share from your work experience? Lastly, please provide a supporting quote from a senior person within the organization (maximum 200 words)
Assistant Investment Manager of the Year (0-5 years)

The award in this section will be judged against six criteria: What was the most interesting deal or case you worked on in the last 12 months? (examples include tax planning for a nunnery or helping a person through an abusive divorce) Which other responsibilities within the organization do you hold? (examples different committees/mentoring trainees/CSR) Do you have any hobbies outside of work? (not a requirement of judging, for instance if candidate has children). Can you let us know of any philanthropy or charitable causes you support personally? Do you have a funny story or anecdote to share from your work experience? Lastly, please provide a supporting quote from a senior person within the organization (maximum 200 words)
Investment Manager of the Year (5-10 years)

The award in this section will be judged against six criteria: What was the most interesting deal or case you worked on in the last 12 months? (examples include tax planning for a nunnery or helping a person through an abusive divorce) Which other responsibilities within the organization do you hold? (examples different committees/mentoring trainees/CSR) Do you have any hobbies outside of work? (not a requirement of judging, for instance if candidate has children). Can you let us know of any philanthropy or charitable causes you support personally? Do you have a funny story or anecdote to share from your work experience? Lastly, please provide a supporting quote from a senior person within the organization (maximum 200 words)
Investment Director of the Year (c.10 years+)

The award in this section will be judged against six criteria: What was the most interesting deal or case you worked on in the last 12 months? (examples include tax planning for a nunnery or helping a person through an abusive divorce) Which other responsibilities within the organization do you hold? (examples different committees/mentoring trainees/CSR) Do you have any hobbies outside of work? (not a requirement of judging, for instance if candidate has children). Can you let us know of any philanthropy or charitable causes you support personally? Do you have a funny story or anecdote to share from your work experience? Lastly, please provide a supporting quote from a senior person within the organization (maximum 200 words)
Private Investment/Family Office Individual of the Year - Europe

The award in this section will be judged against six criteria: What was the most interesting deal or case you worked on in the last 12 months? (examples include tax planning for a nunnery or helping a person through an abusive divorce) Which other responsibilities within the organization do you hold? (examples different committees/mentoring trainees/CSR) Do you have any hobbies outside of work? (not a requirement of judging, for instance if candidate has children). Can you let us know of any philanthropy or charitable causes you support personally? Do you have a funny story or anecdote to share from your work experience? Lastly, please provide a supporting quote from a senior person within the organization (maximum 200 words)
Private Investment/Family Office Individual of the Year - USA

The award in this section will be judged against six criteria: What was the most interesting deal or case you worked on in the last 12 months? (examples include tax planning for a nunnery or helping a person through an abusive divorce) Which other responsibilities within the organization do you hold? (examples different committees/mentoring trainees/CSR) Do you have any hobbies outside of work? (not a requirement of judging, for instance if candidate has children). Can you let us know of any philanthropy or charitable causes you support personally? Do you have a funny story or anecdote to share from your work experience? Lastly, please provide a supporting quote from a senior person within the organization (maximum 200 words)
Trustee of the Year - Junior Administrator

The award in this section will be judged against six criteria: What was the most interesting deal or case you worked on in the last 12 months? (examples include tax planning for a nunnery or helping a person through an abusive divorce) Which other responsibilities within the organization do you hold? (examples different committees/mentoring trainees/CSR) Do you have any hobbies outside of work? (not a requirement of judging, for instance if candidate has children). Can you let us know of any philanthropy or charitable causes you support personally? Do you have a funny story or anecdote to share from your work experience? Lastly, please provide a supporting quote from a senior person within the organization (maximum 200 words)
Trustee of the Year - Assistant Manager

The award in this section will be judged against six criteria: What was the most interesting deal or case you worked on in the last 12 months? (examples include tax planning for a nunnery or helping a person through an abusive divorce) Which other responsibilities within the organization do you hold? (examples different committees/mentoring trainees/CSR) Do you have any hobbies outside of work? (not a requirement of judging, for instance if candidate has children). Can you let us know of any philanthropy or charitable causes you support personally? Do you have a funny story or anecdote to share from your work experience? Lastly, please provide a supporting quote from a senior person within the organization (maximum 200 words)
Trustee of the Year - Manager

The award in this section will be judged against six criteria: What was the most interesting deal or case you worked on in the last 12 months? (examples include tax planning for a nunnery or helping a person through an abusive divorce) Which other responsibilities within the organization do you hold? (examples different committees/mentoring trainees/CSR) Do you have any hobbies outside of work? (not a requirement of judging, for instance if candidate has children). Can you let us know of any philanthropy or charitable causes you support personally? Do you have a funny story or anecdote to share from your work experience? Lastly, please provide a supporting quote from a senior person within the organization (maximum 200 words)
Trustee of the Year - Director

The award in this section will be judged against six criteria: What was the most interesting deal or case you worked on in the last 12 months? (examples include tax planning for a nunnery or helping a person through an abusive divorce) Which other responsibilities within the organization do you hold? (examples different committees/mentoring trainees/CSR) Do you have any hobbies outside of work? (not a requirement of judging, for instance if candidate has children). Can you let us know of any philanthropy or charitable causes you support personally? Do you have a funny story or anecdote to share from your work experience? Lastly, please provide a supporting quote from a senior person within the organization (maximum 200 words)
Financial Advisory/UHNW Services Individual of the Year - Europe

The award in this section will be judged against six criteria: What was the most interesting deal or case you worked on in the last 12 months? (examples include tax planning for a nunnery or helping a person through an abusive divorce) Which other responsibilities within the organization do you hold? (examples different committees/mentoring trainees/CSR) Do you have any hobbies outside of work? (not a requirement of judging, for instance if candidate has children). Can you let us know of any philanthropy or charitable causes you support personally? Do you have a funny story or anecdote to share from your work experience? Lastly, please provide a supporting quote from a senior person within the organization (maximum 200 words)
Financial Advisory/UHNW Services Individual of the Year – USA

The award in this section will be judged against six criteria: What was the most interesting deal or case you worked on in the last 12 months? (examples include tax planning for a nunnery or helping a person through an abusive divorce) Which other responsibilities within the organization do you hold? (examples different committees/mentoring trainees/CSR) Do you have any hobbies outside of work? (not a requirement of judging, for instance if candidate has children). Can you let us know of any philanthropy or charitable causes you support personally? Do you have a funny story or anecdote to share from your work experience? Lastly, please provide a supporting quote from a senior person within the organization (maximum 200 words)
Mentor of the Year

The applications in this section should demonstrate evidence of: Leadership and development of individuals under 40 within the organisation including investment in qualifications and extra responsibilities.
Inspirational Individual of the Year

The applications in this section should demonstrate evidence of: Leadership and development of individuals under 40 within the organisation including investment in qualifications and extra responsibilities.
Outstanding Individual of the Year

The applications in this section should demonstrate evidence of: Leadership and development of individuals under 40 within the organisation including investment in qualifications and extra responsibilities.
Future Leader Initiative of the Year

The applications in this section should demonstrate evidence of: Leadership and development of individuals under 40 within the organisation including investment in qualifications and extra responsibilities. They can include CSR; business development and recruitment.
Best Employer - Career Progression

The applications in this section should demonstrate evidence of: Leadership and development of individuals under 40 within the organisation including investment in qualifications and extra responsibilities.
Best Employer - Career Progression LGBT+/inclusion

The applications in this section should demonstrate evidence of: Leadership and development of LGBT+ and diversity individuals (for instance returning mums) under 40 within the organisation including investment in qualifications, flexible working and extra responsibilities.

“ It has been an honour to be a judge for these awards. Not only has it been very insightful it has also been inspiring. You bring such a high calibre of peers into one room unlike any other organisation. I can't thank you enough for what you do.”

Jessica Fox, Assistant Relationship Manager, Seven Investment Management, Judge Future Leaders Awards 2016

“ This was a well organised awards event. Not only has it been very insightful it has also been inspiring. You bring such a high calibre of peers into one room unlike any other organisation. ”

Leading private client lawyer

“ The event was well attended and good fun. I met a number of other professionals at a similar level to me and made some good contacts. Winning the award also helped to boost my profile and that of my firm.”

Edward Porter, Associate, Michelmores

The Awards for Emerging Talent in the Wealth Management Sector

2019 Event Details

The Categories

Accountant of the Year - Associate (0-5 years)

Accountant of the Year- Manager (5-10 years)

Accountant of the Year - Partner/Director (c.10 years+)

Lawyer of the Year - Associate

Lawyer of the Year - Senior/Managing Associate

Lawyer of the Year - Partner

Family Lawyer of the Year – Associate

Family Lawyer of the Year – Senior/Managing Associate

Family Lawyer of the Year – Partner

Lawyer of the Year IFC - Associate

Lawyer of the Year IFC – Senior/Managing Associate

Lawyer of the Year IFC - Partner

Assistant Private Banker of the Year (0-5 years)

Private Banker of the Year (5-10 years)

Senior Private Banker of the Year (c.10 years+)

Assistant Investment Manager of the Year (0-5 years)

Investment Manager of the Year (5-10 years)

Investment Director of the Year (c.10 years+)

Private Investment/Family Office Individual of the Year - Europe

Private Investment/Family Office Individual of the Year - USA

Trustee of the Year - Junior Administrator

Trustee of the Year - Assistant Manager

Trustee of the Year - Manager

Trustee of the Year - Director

Financial Advisory/UHNW Services Individual of the Year - Europe

Financial Advisory/UHNW Services Individual of the Year – USA

Mentor of the Year

Inspirational Individual of the Year

Outstanding Individual of the Year

Future Leader Initiative of the Year

Best Employer - Career Progression

Best Employer - Career Progression LGBT+/inclusion

Event Sponsors

Event Sponsors All

After Dinner Drinks Sponsors