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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.

 

2019 Event Details

Date: Wednesday, 13 November, 2019

Time: 7pm till midnight

Dress Code: Smart Suits / Cocktail Wear

The Categories

  • Best Employer - Career Progression (Boutique; Mid-size; Large/Institutional; LGBT+/inclusion)

    The award in this section will be judged against six key criteria which the judging committee will expect to see evidence of: 1 Industry knowledge and experience 2. Troubleshooting and client solutions. 3. Leadership and development including qualifications. 4. Client satisfaction. 5. Contribution to the success of the business. 6. Contribution to the wider community.

  • Accountant of the Year - Assistant Manager/Associate (Boutique; Mid-size; Large/Institutional)

    The award in this section will be judged against three key criteria: Strategic Planning; Profitability/ Growth and Individual Improvements. For strategic planning we will look at what makes work stand out against competitors and look at what KPI's have been achieved during the last twelve months. For Profitability/ Growth we will look at how you have helped with financial improvements like fee income; winning new clients and client retention. We will also consider new client wins. For Individual improvements we will consider rewards, industry recognition, personal achievements and work with the wider community.

  • Accountant of the Year - Senior Manager/Associate Director (Boutique; Mid-size; Large/Institutional)

    The award in this section will be judged against six key criteria which the judging committee will expect to see evidence of: 1 Industry knowledge and experience 2. Troubleshooting and client solutions. 3. Leadership and development including qualifications. 4. Client satisfaction. 5. Contribution to the success of the business. 6. Contribution to the wider community.

  • Accountant of the Year - Partner/Director (Boutique; Mid-size; Large/Institutional)

    The award in this section will be judged against six key criteria which the judging committee will expect to see evidence of: 1 Industry knowledge and experience 2. Troubleshooting and client solutions. 3. Leadership and development including qualifications. 4. Client satisfaction. 5. Contribution to the success of the business. 6. Contribution to the wider community.

  • Lawyer of the Year - Associate (Boutique; Mid-size; Large/Institutional)

    The award in this section will be judged against six key criteria which the judging committee will expect to see evidence of: 1 Industry knowledge and experience 2. Troubleshooting and client solutions. 3. Leadership and development including qualifications. 4. Client satisfaction. 5. Contribution to the success of the business. 6. Contribution to the wider community.

  • Lawyer of the Year - Senior/Managing Associate (Boutique; Mid-size; Large/Institutional)

    The award in this section will be judged against six key criteria which the judging committee will expect to see evidence of: 1 Industry knowledge and experience 2. Troubleshooting and client solutions. 3. Leadership and development including qualifications. 4. Client satisfaction. 5. Contribution to the success of the business. 6. Contribution to the wider community.

  • Lawyer of the Year - Partner (Boutique; Mid-size; Large/Institutional)

    The award in this section will be judged against six key criteria which the judging committee will expect to see evidence of: 1 Industry knowledge and experience 2. Troubleshooting and client solutions. 3. Leadership and development including qualifications. 4. Client satisfaction. 5. Contribution to the success of the business. 6. Contribution to the wider community.

  • Family Lawyer of the Year – Associate (Boutique; Mid-size; Large/Institutional)

    The award in this section will be judged against six key criteria which the judging committee will expect to see evidence of: 1 Industry knowledge and experience 2. Troubleshooting and client solutions. 3. Leadership and development including qualifications. 4. Client satisfaction. 5. Contribution to the success of the business. 6. Contribution to the wider community.

  • Family Lawyer of the Year – Senior/Managing Associate (Boutique; Mid-size; Large/Institutional)

    The award in this section will be judged against six key criteria which the judging committee will expect to see evidence of: 1 Industry knowledge and experience 2. Troubleshooting and client solutions. 3. Leadership and development including qualifications. 4. Client satisfaction. 5. Contribution to the success of the business. 6. Contribution to the wider community.

  • Family Lawyer of the Year – Partner (Boutique; Mid-size; Large/Institutional)

    The award in this section will be judged against six key criteria which the judging committee will expect to see evidence of: 1 Industry knowledge and experience 2. Troubleshooting and client solutions. 3. Leadership and development including qualifications. 4. Client satisfaction. 5. Contribution to the success of the business. 6. Contribution to the wider community.

  • Lawyer of the Year IFC - Associate (Boutique; Mid-size; Large/Institutional)

    The award in this section will be judged against seven key criteria which the judging committee will expect to see evidence of: 1. Legal expertise and innovation. 2. Industry knowledge and experience 3. Troubleshooting and/or tax solutions. 4. Leadership and development. 5. Client satisfaction. 6. Contribution to the success of the business. 7. Contribution to the wider community.

  • Lawyer of the Year IFC – Senior/Managing Associate (Boutique; Mid-size; Large/Institutional)

    The award in this section will be judged against six key criteria which the judging committee will expect to see evidence of: 1 Industry knowledge and experience 2. Troubleshooting and client solutions. 3. Leadership and development including qualifications. 4. Client satisfaction. 5. Contribution to the success of the business. 6. Contribution to the wider community.

  • Lawyer of the Year IFC - Partner (Boutique; Mid-size; Large/Institutional)

    The award in this section will be judged against seven key criteria which the judging committee will expect to see evidence of: 1. Legal expertise and innovation. 2. Industry knowledge and experience 3. Troubleshooting and/or tax solutions. 4. Leadership and development. 5. Client satisfaction. 6. Contribution to the success of the business. 7. Contribution to the wider community.

  • Private Banker/Investment (Manager; Senior Investment Manager; Investment Director) of the Year

    The award in this section will be judged against six key criteria which the judging committee will expect to see evidence of: 1 Industry knowledge and experience 2. Troubleshooting and client solutions. 3. Leadership and development including qualifications. 4. Client satisfaction. 5. Contribution to the success of the business. 6. Contribution to the wider community.

  • Assistant Private Banker/Relationship Manager/Portfolio Manager/Investment Manager (0-5 years)

    The award in this section will be judged against six key criteria which the judging committee will expect to see evidence of: 1 Industry knowledge and experience 2. Troubleshooting and client solutions. 3. Leadership and development including qualifications. 4. Client satisfaction. 5. Contribution to the success of the business. 6. Contribution to the wider community.

  • Private Banker/Relationship Manager/Portfolio Manager/Investment Manager (5-10 years)

    The award in this section will be judged against six key criteria which the judging committee will expect to see evidence of: 1 Industry knowledge and experience 2. Troubleshooting and client solutions. 3. Leadership and development including qualifications. 4. Client satisfaction. 5. Contribution to the success of the business. 6. Contribution to the wider community.

  • Senior Private Banker/Relationship Manager/Portfolio Manager (c.10 years+)

    The award in this section will be judged against six key criteria which the judging committee will expect to see evidence of: 1 Industry knowledge and experience 2. Troubleshooting and client solutions. 3. Leadership and development including qualifications. 4. Client satisfaction. 5. Contribution to the success of the business. 6. Contribution to the wider community.

  • Client Director/Portfolio Director/Investment Director (c.10 years+)

    The award in this section will be judged against six key criteria which the judging committee will expect to see evidence of: 1 Industry knowledge and experience 2. Troubleshooting and client solutions. 3. Leadership and development including qualifications. 4. Client satisfaction. 5. Contribution to the success of the business. 6. Contribution to the wider community.

  • Private Investment/Family Office Individual of the Year (Europe; USA)

    The award in this section will be judged against six key criteria which the judging committee will expect to see evidence of: 1 Industry knowledge and experience 2. Troubleshooting and client solutions. 3. Leadership and development including qualifications. 4. Client satisfaction. 5. Contribution to the success of the business. 6. Contribution to the wider community.

  • Trustee of the Year (Boutique; Mid-size; Large/Institutional) / (Junior Administrator/Administrator; Senior Administrator/Assistant Manager; Manager/Senior Manager; Director)

    The award in this section will be judged against six key criteria which the judging committee will expect to see evidence of: 1 Industry knowledge and experience 2. Troubleshooting and client solutions. 3. Leadership and development including qualifications. 4. Client satisfaction. 5. Contribution to the success of the business. 6. Contribution to the wider community.

  • Financial Advisory/UHNW Services individual of the Year (Europe; USA)

    The award in this section will be judged against six key criteria which the judging committee will expect to see evidence of: 1 Industry knowledge and experience 2. Troubleshooting and client solutions. 3. Leadership and development including qualifications. 4. Client satisfaction. 5. Contribution to the success of the business. 6. Contribution to the wider community.

  • Mentor of the Year

    The award in this section will be judged against six key criteria which the judging committee will expect to see evidence of: 1 Industry knowledge and experience 2. Troubleshooting and client solutions. 3. Leadership and development including qualifications. 4. Client satisfaction. 5. Contribution to the success of the business. 6. Contribution to the wider community.

  • Inspirational Individual of the Year

    The award in this section will be judged against six key criteria which the judging committee will expect to see evidence of: 1 Industry knowledge and experience 2. Troubleshooting and client solutions. 3. Leadership and development including qualifications. 4. Client satisfaction. 5. Contribution to the success of the business. 6. Contribution to the wider community.

  • Outstanding Individual of the Year

    The award in this section will be judged against six key criteria which the judging committee will expect to see evidence of: 1 Industry knowledge and experience 2. Troubleshooting and client solutions. 3. Leadership and development including qualifications. 4. Client satisfaction. 5. Contribution to the success of the business. 6. Contribution to the wider community.

“ 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