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The Magic Circle Awards 2015 - The Premier Awards for the Financial Sector

Event Date: 7 May 2015

Thursday 7th May 2015

Grange St Pauls Hotel, 10 Godliman Street, London, EC4V 5AJ

SPEAKER: Gyles Brandreth

 

The Magic Circle Awards are held annually in Spring to find the best advisors and managers in the global industry. Entries can either be by nomination from the global industry or companies can also send in detailed submissions. All entries for each category are then shortlisted as finalists by a judging panel featuring ten global industry experts. All voting is done online, which opens once the finalists have been announced.

The Magic Circle Awards provide an excellent opportunity to meet major private investors from a pool of the world's wealthiest individuals and their advisers and managers. It is also an ideal platform to promote expensive lifestyle offerings and make charitable appeals.

 

Submissions

Citywealth Magic Circle Awards
Thursday 7th May 2015

Grange St Pauls Hotel, 10 Godliman Street, London, EC4V 5AJ

SPEAKER: Gyles Brandreth

 

Award Entry Information

 

Entry criteria

Any organisation or individual may enter themselves for any of the awards. Organisations may put forward entries for multiple awards as appropriate.

We also welcome your nominations for any organisation or individual you think is deserving of recognition at these prestigious awards.

The judges

An independent panel of industry judges determines the winners. The 2015 judging panel was announced in December 2014.

Additionally, the shortlist is published online and online voting will take place. The online vote carries the weight of one additional judge. Over 17,500 votes were received for the 2014 shortlist.

Awards will go to those organisations/individuals that are recognised by peers and clients as demonstrating excellence under the relevant criteria below:

• In-depth technical expertise & knowledge of their field
• Market-leading products/services
• Innovative solutions to private client dilemmas
• Contribution to the profession
• Client service initiatives – examples and how it differentiates your offering
• Client retention/new business initiatives and success
• Investment performance (third party corroboration will be noted)
• Leadership and vision

General guidelines:

• Ensure the submission includes administration contact and email address
• Each entry must be in the form of a written submission of no more than 1000 words. The judges are looking for concise written submissions and your entry should cover as many of the listed criteria as possible.
• Please ensure each item of your submission has the following information clearly printed: category name, name of entering company/firm and contact.
• When nominating a third party, please provide as much information as possible. Contact details for the nominee are mandatory.

Please send entries by email to Tzvetelina Petkova: tpetkova@citywealthmag.com

NB. All award entries are treated in the strictest confidence.

Award Categories:

- Private Bank of the Year – Wealth Managers
- Private Bank of the Year - International
- Private Banker of the Year
- Private Client Asset Manager of the Year – Boutique
- Private Client Asset Manager of the Year – Institutional
- Charity Investment Manager of the Year
- Financial Advisory Firm of the Year
- Private Investment Office of the Year
- Technology Vendor of the Year
- Law Firm of the Year – Regional
- Law Firm of the Year - London
- Charity Law Firm of the Year
- Family/Matrimonial Law Firm of the Year
- Property Law Firm of the Year
- Immigration Law Firm of the Year
- Lawyer of the Year
- International Law Firm of the Year – USA
- International Law Firm of the Year - EMEA
- Tax Advisory Firm of the Year
- Trust Company of the Year – Independent
- Trust Company of the Year – Institutional
- Trustee of the Year
- Accountancy Firm of the Year
- Industry Newcomer of the Year
- Asian wealth advisor/manager of the Year
- Outstanding Individual of the Year
- Citywealth Woman of the Year
- Lifetime Achievement Award 2015
- Diversity/Gender: Positive Role Model of the Year
- Diversity/Gender Programme of the Year – Large, Institutional
- Diversity/Gender Programme of the Year – Professional Services
- Family Office of the Year
- Tomorrow Club Award
- Wealth Professional Award

About the Citywealth Magic Circle Awards

The Citywealth Magic Circle Awards have become an established presence in the wealth calendar. Each year the Citywealth Magic Circle Awards bring together the elite of advisors in the wealth industry as well as being an established event for philanthropists and the UHNW readership of Citywealth.

The 2014 Citywealth Magic Circle Awards brought together nearly 400 of the industry’s global elite representing over 140 organisations including the leading law firms, trust companies, family offices, tax advisors, investment managers and bankers in the wealth sector to recognise the achievements of the industry during the past year. 

The evening is a unique opportunity to meet and network with the leaders in the advisory sectors and the UHNW clients there to help promote the causes close to their hearts.

For further information, ticket sales and sponsorship, please contact:

Tzvetelina Petkova
Citywealth
www.citywealthmag.com

Email:   tpetkova@citywealthmag.com
Direct:  020 7487 5858 

 

 

 

 

 

 

 

 

 

Judging Panel

James Penny

Barclays Wealth

Managing Director, Wealth and Investment Management

Profile

James is a Managing Director and Business and Market Head of Greece, Russia, Ireland ,the European business in the UK and the Key Client and family office Proposition across the European markets. James joined Barclays in 1993 from Lloyds Private bank and has worked within the Wealth Management industry since 1987. Throughout his career at Barclays, James has run teams of Professionals within the Private Bank dedicated to individuals and their families as well as advising his own clients both within the UK and more internationally, specialising in multi-jurisdictional business. Prior to his latest appointment James was responsible for the Key Client and Family Office teams across the UK, Europe , Middle East and Africa . James is a Chartered Banker and a Fellow of the Securities Institute and was voted CityWealth Private Banker of the year in 2012 by industry peers.

Catharine Bell

Wragge Lawrence Graham & Co

Partner

Profile

Catharine advises high net worth individuals and their families in relation to a broad range of their private client needs. Her work includes exploring various wealth holding vehicles (trusts, foundations and companies, for example) and considering with the client how they want their wealth to devolve. It also requires an in-depth knowledge of conflict-of-law issues that may affect decision-making for the client. Linked to advising private individuals is the work Catharine does for intermediary wealth planning advisors. In particular, she advises on how financial planners, private banks and trustees can hone their services to both serve and protect their private client business. Catharine regularly provides extensive reviews on existing structures in order to identify weaknesses that would render them vulnerable to attack by third parties, regulatory authorities or other family members. Wragge Lawrence Graham & Co's Contentious Trusts team won The Legal 500's Private Client Specialism of the Year Award in 2014.

James Hoare

C. Hoare & Co.

Head of Portfolio Management

Profile

James heads up the portfolio management department of C. Hoare and Co. and has overall responsibility for the management of customers’ investments and the development of new business. Prior to joining the bank, James worked for eight years at Goldman Sachs in their quantitative strategy group and for five years in market and credit risk at Barclays Capital. James holds degrees in Finance and Mathematics from Imperial College and Engineering from University of Nottingham.

Jane Keir

Kingsley Napley LLP

Senior Partner

Profile

Jane Keir became the Senior Partner of City practice, Kingsley Napley LLP, in May 2013. She has over 25 years’ experience acting for equal numbers of men and women in divorce cases, some 14 years of them as Head of leading Divorce and Family team at Kingsley Napley LLP. From negotiating prenuptial agreements to compromising financial claims, she works alongside leading barristers, accountants, actuaries and Independent Financial Advisers to ensure that her clients' needs are met. She first came to prominence in 1995 when mentioned as 'one to watch ' in a Times newspaper feature 'All the best that money can buy ' and has followed up with numerous press mentions since, including winning the Women in the City - Women of Achievement Award for the Legal Sector in 2007 and appearing as the Times Lawyer of the Week in 2012. She is listed as the eminent practitioner in London in the Chambers UK 2015 directory and appears in both the Top 100 Lawyers and the Top 50 Women Lawyers in London in Super Lawyers 2014.

Eric Barnett

Societe Generale Private Banking Hambros

CEO

Profile

Eric became Société Générale Private Banking Hambros (SGPB Hambros) Chief Executive in September 2007. Before this he was Group Head of Private Banking and Managing Director of the London office at SGPB Hambros. He is responsible for developing the Group’s commercial and marketing strategies and oversees the Group’s private banking activities as well as manages the day-to-day running of the London office. He is also a member of the Societe Generale Private Banking Exco, with supervisory responsibility for their Asian business. Under his leadership, SGPB Hambros has seen strong growth even during the global financial crisis. Eric has particularly focused on the development of SGPB Hambros’ onshore business in the UK, where it is now seen as a major force in the market, and on key strategic international segments such as the French, Indian, Russian, Middle East and Greek markets. The business has won numerous industry awards in many areas, including structured products, alternative investments and financial planning. Eric believes in the importance of continuity and creating an entrepreneurial environment and trusting people to do their own job without micromanaging. Eric has an MBA from the City University Business School in London and likes playing and watching a variety of sports and listening to music. He has a keen interest in the Arts and History and occasionally plays the guitar. He is also a Council Member of the Royal Veterinary College, London.

Arabella Murphy

Maurice Turnor Gardner LLP

Partner

Profile

Arabella Murphy is a partner at Maurice Turnor Gardner LLP. She advises wealthy families, trustees and private banks on a range of wealth planning and structuring matters and on risk management. She regularly advises on the creation of structures to hold and manage the global assets of international families, including businesses, property, financial assets, yachts, planes and art. She also works closely with trustees and beneficiaries on family governance and on situations where there is disharmony or a dispute.

Tony Pitcher

LGL Trustees

Director

Profile

Tony qualified as a Chartered Accountant with Price Waterhouse following graduation from the Warwick Business School with a degree in Accounting and Financial Analysis. Soon after qualifying Tony joined the tax division of EY where he became a partner advising mainly on UK taxation of non UK trusts and companies. At EY Tony moved into the trust division where he managed trusts and companies for families with connections to the UK, USA and continental Europe. Following the acquisition of EY’s trust business by a Canadian bank that has Jersey’s largest Trust business, Tony first led a trust team of 40 people before he became the Managing Director with oversight of the whole business. Tony led the business for more than 3 years before deciding that working with clients and their advisers was his passion. He left the bank to work with clients and their advisers directly, most latterly with a UK bank, where for over 3 years he was working with the bank’s highest value relationships, particularly in the Middle East and Europe. Tony is the immediate past Chair of the Society of Trust and Estate Practitioners (STEP) Jersey branch that has around 1,300 members and is the largest STEP branch outside the UK, and is also a member of STEP’s Public Policy Committee and the International Client Special Interest Group Committee. He is also a past Chair of the Jersey Taxation Society and has worked on a number of consultative bodies relating to Jersey’s finance industry. Tony joined LGL Trustees in June 2014 to continue his work with ultra high net worth families in an owner managed trust business where the needs of its clients are paramount.

Elizabeth Henson

PwC

Partner

Profile

Elizabeth Henson, is a senior tax partner who leads the PwC Private Client and Private Business team in London. She retains a client-facing relationship partner role alongside her leadership responsibilities, She has 25 years experience working with some of the wealthiest families from Europe and the Middle East as well as other emerging markets, focussing primarily on International Entrepreneurs, advising top end business people on the tax structuring of all of their assets, whether personal or business, on a global basis.

David Kilshaw

Ernst & Young LLP

Partner

Profile

David is a partner in EY’s private client team in London. Prior to joining EY in 2014, David was the head of another top four private client practice. David is also a qualified solicitor and was previously a partner in a leading City Law firm. David has over 30 years of experience of working with private clients, their investments and related structures. He works closely with colleagues in corporate finance, real estate and private equity on the personal tax aspects of major transactions.

Stella Mitchell-Voisin

Summit Trust International

Managing Director

Profile

Stella Mitchell-Voisin is Managing Director of Summit Trust International SA and one of the founders of the company. Stella began her career with a major international banking group as a graduate trainee in 1991. She quickly moved in to the private banking and trust area and worked in Jersey before moving to Geneva in 1996. She has a wide range of experience of trust and company management including fine art, bloodstock, commercial and residential property, private equity, international portfolio management and private trust companies. Stella is a graduate of King’s College London, LLB (Hons), an associate of the Chartered Institute of Bankers and a member of STEP. She is a regular speaker at international trust conferences. Stella is UK citizen and speaks English and French.

Our Sponsors

Sponsorship Packages

 

Patron Sponsorship

As Lead sponsor, you receive a rounded annual package designed to maximise your promotional benefit over the course of the year using all Citywealth channels – online, sponsorship, networking and publications. From July 2014, Citywealth begins a programme of event marketing. Involvement in this together with a campaign of follow up activities will maximise your exposure as the event Lead Sponsor.

• 4 pages editorial profile of your organisation
• 6 Full pages advertisement in Citywealth newsletter
• Branding on all the event promotional and advertising materials
• 6 months banner advertisement on www.citywealthmag.com
•  “Solus” branding on the night of the awards
• Presentation of two award categories
• 5 minute speaking opportunity
• Full page advertisement in awards programme – Back Cover
• Branding at reception and in award materials
• Additional staff attendance at the welcome reception – up to a maximum of 5
• 1 x table of 10 – front row
• Copies and use of your award presentation photography
• Presence and branding in post awards special issue of Citywealth.
• Membership of the Citywealth - Tomorrow Club (worth £550 p.a. + VAT)
• Membership of Citywealth - WP Club (worth £795 p.a. + VAT)
• Membership of Citywealth - Women in Wealth Supper Club (worth £995 p.a. +VAT)

 

GOLD Award Sponsorship

• Branding on all pre event marketing materials
• Front row seating guaranteed
• Table of 10 at the awards dinner
• Banner advertisement on www.citywealthmag.com for 12 months from start of booking
• Announcing and on stage presentation of one award category
• Copies and use of your award presentation photography
• 3 Full page advertisements in Citywealth newsletter
• Advertisement in award event programme
• 1 Full page advertisement in Citywealth Leaders List

 

SILVER Award Sponsorship

• Branding on all event marketing materials
• Best available seating guaranteed
• Table of 10 at the awards dinner
• Banner advertisement on www.citywealthmag.com for 6 months
• Announcing and on stage presentation of one award category
• Copies and use of your award presentation photography
• Presence and branding in post awards special issue of Citywealth
• 3 Full page advertisement in Citywealth newsletter

 

BRONZE Award Sponsorship

• Branding on all pre event marketing materials
• 1/2 Table at the awards dinner
• Announcing and on stage presentation of one award category
• Copies and use of your award presentation photography
• Presence and branding in post awards special issue of Citywealth
• 1 Full page advertisement in Citywealth newsletter

 

Champagne Reception sponsorship

• Branding at reception and in award materials
• Additional staff attendance at the welcome reception – up to a maximum of 5
• 3 x Full page advertisement in Citywealth newsletter
• Opportunity to display marketing materials
• 1 x Leaders List full page advertisement
• Banner advertisement on www.citywealthmag.com
• Table of 10 at the awards dinner
• Announcing and on stage presentation of one award category
• Copies and use of your award presentation photography
• Presence and branding in post awards special issue of Citywealth

 

After dinner drinks sponsorship

• Branding at after dinner drinks reception dinner
• 1 x Full page advertisement in awards programme
• Signage at entrance to drinks reception/Branding displayed in reception area
• Opportunity to display marketing materials
• 3 places at the awards dinner
• Additional staff attendance at reception – up to a maximum of 5
 

 

For any information about Citywealth events, please contact Lina Petkova

Email: tpetkova@citywealthmag.com

Tel: +44 (0)207 487 5858

Charity Partner

The Lord’s Taverners is the UK’s leading youth cricket and disability sports charity dedicated to giving disadvantaged and disabled young people a sporting chance. Their disability sports programmes create new pathways for participation, development and competition.

Charity's vision is a future where all young people, irrespective of background and ability, have the everyday opportunity to play cricket and other competitive sports and enjoy physical activities to the benefit of their self-esteem, health, education and future socio-economic potential.

Lord's Taverners mission is to enhance the prospects of disadvantaged and disabled young people using cricket and other forms of sport and recreation to engage with them.

Results

The Magic Circle Awards 2015 - The Premier Awards for the Financial Sector

 

Congratulations to our winners and runners up for 2015!

 

Accountancy Firm of the Year - Institutional

WINNER: Ernst & Young
RUNNER UP: Deloitte
SHORTLISTED: Deloitte, Ernst & Young, KPMG, PwC, BDO

 

Accountancy Firm of the Year - Non institutional

WINNER: Smith & Williamson
RUNNER UP: Rawlinson & Hunter
SHORTLISTED: Rawlinson & Hunter, Smith & Williamson, Saffery Champness, Dixon Wilson

 

Accountancy Firm of the Year - US clients

WINNER: Frank Hirth
RUNNER UP: Buzzacott
SHORTLISTED: Frank Hirth, Buzzacott

 

Asian Wealth Advisor Manager of the Year

WINNER: Alpha Capital
RUNNER UP: JP Morgan
SHORTLIST: Alpha Capital, HSBC, JP Morgan, Lombard Odier, Standard Chartered Private Bank

 

Career Achievement Award

WINNER: Jeremy Marshall, C Hoare & Co
SHORTLISTED: Bob Hudson (Baker & McKenzie), Jeremy Marshall (C Hoare & Co), Michael Shimmin (Fedelta), Jonathan White (Ogier), Martyn Gowar (McDermott Will & Emery), Chris Lintott (Penningtons Manches LLP)

 

Charity Investment Manager of the Year

WINNER: Rathbone Investment Management
RUNNER UP: Cazenove Capital Management
SHORTLISTED: Cazenove Capital Management, GAM, James Hambro & Partners, Quilter Cheviot, Rathbone Investment Management, Rothschild, Stanhope Capital

 

Charity Law Firm of the Year

WINNER: Farrer & Co
RUNNER UP: Macfarlanes
SHORTLISTED: Bircham Dyson Bell, Bates Wells Braithwaite, Charles Russell Speechlys, Farrer & Co, Macfarlanes

 

Compliance and Risk Individual of the Year

WINNER: Felicity Pigdon, Barclays
RUNNER UP: Jeremy Turnbull, Cazenove Capital Management
SHORTLISTED: Felicity Pigdon (Barclays), Jeremy Turnbull (Cazenove Capital Management), Adam Gray (SGPB Hambros)

 

Entrepreneurial Individual of the Year

WINNER: Daniel Pinto, Stanhope Capital
RUNNER UP: Louise Stoten, New Quadrant Partners
SHORTLISTED: Jonathan Blain (IPS Capital), James Sellon (Maseco Private Wealth), Louise Stoten (New Quadrant Partners), Daniel Pinto (Stanhope Capital), Keith Schilling (Schillings)

 

Family Office of the Year

WINNER: Stonehage Fleming Family & Partners
RUNNER UP: Salamanca Group
SHORTLISTED: Crestbridge, Bedell Group, Salamanca Group, Stonehage Fleming Family & Partners

 

Family/Matrimonial Law Firm of the Year - Boutique

WINNER: Camilla Baldwin Solicitors
RUNNER UP: Hughes Fowler Carruthers
SHORTLISTED: Benussi & Co, Camilla Baldwin Solicitors, Hughes Fowler Carruthers, Rayden Solicitors, Vardags

 

Family/Matrimonial Law Firm of the Year - Full service

WINNER: Farrer & Co
RUNNER UP: Mishcon de Reya
SHORTLISTED: Boodle Hatfield, Charles Russell Speechlys, Farrer & Co, Lee & Thompson LLP, Mishcon de Reya, Penningtons Manches LLP, Schillings Family, Stewarts Law

 

Family/Matrimonial Mediation Law Firm of the Year

WINNER: Withers
RUNNER UP: Wedlake Bell
SHORTLIST: Anthony Gold, Family Law in Partnership, Wedlake Bell, Withers

 

Financial Advisory Firm of the Year

WINNER: Brooks Macdonald
RUNNER UP: Close Brothers Asset Management
SHORTLISTED: Brooks Macdonald, Close Brothers Asset Management, Hargreaves Lansdown, Saunderson House, Towry

 

Investment Monitoring Company of the Year

WINNER: ARC
RUNNER UP: Peritus
SHORTLISTED: ARC, Peritus

 

Immigration Law Firm of the Year

WINNER: Laura Devine Solicitors
RUNNER UP: Penningtons Manches
SHORTLISTED: Gherson, Laura Devine Solicitors, Macfarlanes, Mishcon de Reya, Penningtons Manches LLP, PwC Legal

 

Law Firm of the Year - EMEA

WINNER: Bär and Karrer
RUNNER UP: Bedell Group
SHORTLISTED: Bär and Karrer, Bedell Group, Belluzzo & Partners, Ogier

 

Law Firm of the Year - USA

WINNER: McDermott Will & Emery
RUNNER UP: Katten Muchin Rosenman
SHORTLISTED: Baker & McKenzie, Cantor Webb P.A., Day Pitney, Katten Muchin Rosenman, McDermott Will & Emery

 

Law Firm of the Year - London

WINNER: Macfarlanes
RUNNER UP: Farrer & Co
SHORTLISTED: Boodle Hatfield, Burges Salmon LLP, Farrer & Co, Macfarlanes, Mishcon de Reya, Penningtons Manches LLP, Schillings, Withers, Wragge Lawrence Graham & Co

 

Law Firm of the Year - Regional

WINNER: Mills & Reeve
RUNNER UP: Bond Dickinson
SHORTLISTED: Bond Dickinson, Cripps LLP, Michelmores, Mills & Reeve, Stevens & Bolton LLP, Withy King, Wilsons

 

Lawyer of the Year

WINNER: Beatrice Puoti, Burges Salmon LLP
RUNNER UP: Louise Stoten, New Quadrant Partners
SHORTLISTED: Ashley Crossley (Baker & McKenzie), Helen Ratcliffe (Bircham Dyson Bell), Beatrice Puoti (Burges Salmon LLP), Rosalyn Breedy (Forsters), Joshua Rubenstein (Katten Muchin Rosenman), Louise Stoten (New Quadrant Partners), Davina Katz (Schillings), Richard Wilson (TLT Solicitors)

 

Outstanding Individual of the Year

WINNER: Jonathan Conder, Macfarlanes
RUNNER UP: Jonathan Bell, Stanhope Capital
SHORTLISTED: Sara Maccallum (Boodle Hatfield), Mary-Anne Daly (Cazenove Capital Management), Nancy Curtin (Close Brothers Asset Management), Alistair Stennett (EY Isle of Man), Anthony Balniel (James Hambro & Partners), Jonathan Conder (Macfarlanes), Martin Baines (Quilter Cheviot), Jonathan Bell (Stanhope Capital), Giuseppe Ciucci (Stonehage Fleming Family & Partners)

 

Private Bank of the Year - International

WINNER: UBS
RUNNER UP: Citi Private Bank
SHORTLISTED: Citi Private Bank, EFG, JP Morgan, Mirabaud, SGPB Hambros, Smith & Williamson, UBS

 

Private Bank of the Year - Wealth Managers

WINNER: C Hoare & Co
RUNNER UP: Rothschild
SHORTLISTED: Cazenove Capital Management, C Hoare & Co, Deutsche Bank, Lombard Odier & Cie, Nedbank Private Wealth, Rothschild

 

Private Banker/IM of the Year

WINNER: Tim Bailey, C Hoare & Co
RUNNER UP: Phanos Theophanous, Barclays
SHORTLISTED: Tim Bailey (C Hoare & Co), Louise Hartley (Citi Private Bank), Phanos Theophanous (Barclays), Nicholas Lawes (Brooks Macdonald), Nick Barran (Rothschild), Andrew Pitt (Rathbones)

 

Private Client Asset Manager of the Year - Boutique

WINNER: Rathbone Investment Management
RUNNER UP: Cazenove Capital Management
SHORTLISTED: Bordier & Cie (UK) PLC, Canaccord Genuity Wealth Management, Cazenove Capital Management, GAM, Investec, IPS Capital, Maseco Private Wealth, Rathbone Investment Management

 

Private Investment Office of the Year

WINNER: Stanhope Capital
RUNNER UP: Capital Generation Partners
SHORTLISTED: Capital Generation Partners, Hassium, SandAire, Stanhope Capital

 

Property Law Firm of the Year

WINNER: Farrer & Co
RUNNER UP: Forsters
SHORTLISTED: Berwin Leighton Paisner, Charles Russell Speechlys, Child & Child, Farrer & Co, Forsters, Jeffrey Green Russell, Macfarlanes

 

Tax Advisory Firm of the Year

WINNER: Deloitte
RUNNER UP: KPMG
SHORTLISTED: Deloitte, Blackfriars Tax Solutions LLP, Crowe Clark Whitehill, Frank Hirth, KPMG

 

Technology Vendor of the Year

WINNER: Touchstone
RUNNER UP: Advent Software
SHORTLISTED: Advent Software, Profile Software, Temenos, Touchstone

 

Tomorrow Club award

WINNER: Lucy Edwards, Penningtons Manches
RUNNER UP: Frederick Bennett, Quilter Cheviot
SHORTLISTED: Freddie Lower (C Hoare & Co), Martina Iannotti (James Hambro & Partners), Lucy Edwards (Penningtons Manches), Frederick Bennett (Quilter Cheviot), Jack Thornborough (TLT Solicitors)

 

Trust Company of the Year - Independent

WINNER: Equiom
RUNNER UP: Summit Trust International
SHORTLISTED: Appleby, Bedell Group, Elian, Equiom, First Names Group, Fairway Group, Nerine, Summit Trust International, Volaw Group

 

Trust Company of the Year - Institutional

WINNER: RBC Wealth Management
RUNNER UP: Butterfield Trust
SHORTLISTED: Butterfield Trust, Coutts Trustees, Kleinwort Benson, RBC Wealth Management, Rothschild Trust

 

Wealth Professional Award

WINNER: Charlotte Swing, Cazenove Capital Management
RUNNER UP: Peter Gale, C Hoare & Co
SHORTLISTED: Lewis Edwards (Bircham Dyson Bell), Charlotte Swing (Cazenove Capital Management), Peter Gale (C Hoare & Co), William Ladenburg (Close Brothers Asset Management), Stuart Dowding (First Names Group), Michael Shenkin (Hatstone Lawyers)

 

Woman of the Year

WINNER: Sasha Wiggins, Barclays
RUNNER UP: Annamaria Koerling, C Hoare & Co
SHORTLISTED: Sasha Wiggins (Barclays), Sara Maccallum (Boodle Hatfield), Annamaria Koerling (C Hoare & Co), Sheila Dean (Equiom), Louise Bracken-Smith (Fairway Group), Annette Newell (Frank Hirth), Jane Craig (Penningtons Manches, Lucy Stone QC (QEB), Nicole Curti (Stanhope Capital), Ayesha Vardag (Vardags)

 

Edtior's Choice award

Chris Lintott, Penningtons Manches

Previous Results

The Magic Circle Awards 2015

The Magic Circle Awards 2015 - The Premier Awards for the Financial Sector

 

Congratulations to our winners and runners up for 2015!

 

Accountancy Firm of the Year - Institutional

WINNER: Ernst & Young
RUNNER UP: Deloitte
SHORTLISTED: Deloitte, Ernst & Young, KPMG, PwC, BDO

 

Accountancy Firm of the Year - Non institutional

WINNER: Smith & Williamson
RUNNER UP: Rawlinson & Hunter
SHORTLISTED: Rawlinson & Hunter, Smith & Williamson, Saffery Champness, Dixon Wilson

 

Accountancy Firm of the Year - US clients

WINNER: Frank Hirth
RUNNER UP: Buzzacott
SHORTLISTED: Frank Hirth, Buzzacott

 

Asian Wealth Advisor Manager of the Year

WINNER: Alpha Capital
RUNNER UP: JP Morgan
SHORTLIST: Alpha Capital, HSBC, JP Morgan, Lombard Odier, Standard Chartered Private Bank

 

Career Achievement Award

WINNER: Jeremy Marshall, C Hoare & Co
SHORTLISTED: Bob Hudson (Baker & McKenzie), Jeremy Marshall (C Hoare & Co), Michael Shimmin (Fedelta), Jonathan White (Ogier), Martyn Gowar (McDermott Will & Emery), Chris Lintott (Penningtons Manches LLP)

 

Charity Investment Manager of the Year

WINNER: Rathbone Investment Management
RUNNER UP: Cazenove Capital Management
SHORTLISTED: Cazenove Capital Management, GAM, James Hambro & Partners, Quilter Cheviot, Rathbone Investment Management, Rothschild, Stanhope Capital

 

Charity Law Firm of the Year

WINNER: Farrer & Co
RUNNER UP: Macfarlanes
SHORTLISTED: Bircham Dyson Bell, Bates Wells Braithwaite, Charles Russell Speechlys, Farrer & Co, Macfarlanes

 

Compliance and Risk Individual of the Year

WINNER: Felicity Pigdon, Barclays
RUNNER UP: Jeremy Turnbull, Cazenove Capital Management
SHORTLISTED: Felicity Pigdon (Barclays), Jeremy Turnbull (Cazenove Capital Management), Adam Gray (SGPB Hambros)

 

Entrepreneurial Individual of the Year

WINNER: Daniel Pinto, Stanhope Capital
RUNNER UP: Louise Stoten, New Quadrant Partners
SHORTLISTED: Jonathan Blain (IPS Capital), James Sellon (Maseco Private Wealth), Louise Stoten (New Quadrant Partners), Daniel Pinto (Stanhope Capital), Keith Schilling (Schillings)

 

Family Office of the Year

WINNER: Stonehage Fleming Family & Partners
RUNNER UP: Salamanca Group
SHORTLISTED: Crestbridge, Bedell Group, Salamanca Group, Stonehage Fleming Family & Partners

 

Family/Matrimonial Law Firm of the Year - Boutique

WINNER: Camilla Baldwin Solicitors
RUNNER UP: Hughes Fowler Carruthers
SHORTLISTED: Benussi & Co, Camilla Baldwin Solicitors, Hughes Fowler Carruthers, Rayden Solicitors, Vardags

 

Family/Matrimonial Law Firm of the Year - Full service

WINNER: Farrer & Co
RUNNER UP: Mishcon de Reya
SHORTLISTED: Boodle Hatfield, Charles Russell Speechlys, Farrer & Co, Lee & Thompson LLP, Mishcon de Reya, Penningtons Manches LLP, Schillings Family, Stewarts Law

 

Family/Matrimonial Mediation Law Firm of the Year

WINNER: Withers
RUNNER UP: Wedlake Bell
SHORTLIST: Anthony Gold, Family Law in Partnership, Wedlake Bell, Withers

 

Financial Advisory Firm of the Year

WINNER: Brooks Macdonald
RUNNER UP: Close Brothers Asset Management
SHORTLISTED: Brooks Macdonald, Close Brothers Asset Management, Hargreaves Lansdown, Saunderson House, Towry

 

Investment Monitoring Company of the Year

WINNER: ARC
RUNNER UP: Peritus
SHORTLISTED: ARC, Peritus

 

Immigration Law Firm of the Year

WINNER: Laura Devine Solicitors
RUNNER UP: Penningtons Manches
SHORTLISTED: Gherson, Laura Devine Solicitors, Macfarlanes, Mishcon de Reya, Penningtons Manches LLP, PwC Legal

 

Law Firm of the Year - EMEA

WINNER: Bär and Karrer
RUNNER UP: Bedell Group
SHORTLISTED: Bär and Karrer, Bedell Group, Belluzzo & Partners, Ogier

 

Law Firm of the Year - USA

WINNER: McDermott Will & Emery
RUNNER UP: Katten Muchin Rosenman
SHORTLISTED: Baker & McKenzie, Cantor Webb P.A., Day Pitney, Katten Muchin Rosenman, McDermott Will & Emery

 

Law Firm of the Year - London

WINNER: Macfarlanes
RUNNER UP: Farrer & Co
SHORTLISTED: Boodle Hatfield, Burges Salmon LLP, Farrer & Co, Macfarlanes, Mishcon de Reya, Penningtons Manches LLP, Schillings, Withers, Wragge Lawrence Graham & Co

 

Law Firm of the Year - Regional

WINNER: Mills & Reeve
RUNNER UP: Bond Dickinson
SHORTLISTED: Bond Dickinson, Cripps LLP, Michelmores, Mills & Reeve, Stevens & Bolton LLP, Withy King, Wilsons

 

Lawyer of the Year

WINNER: Beatrice Puoti, Burges Salmon LLP
RUNNER UP: Louise Stoten, New Quadrant Partners
SHORTLISTED: Ashley Crossley (Baker & McKenzie), Helen Ratcliffe (Bircham Dyson Bell), Beatrice Puoti (Burges Salmon LLP), Rosalyn Breedy (Forsters), Joshua Rubenstein (Katten Muchin Rosenman), Louise Stoten (New Quadrant Partners), Davina Katz (Schillings), Richard Wilson (TLT Solicitors)

 

Outstanding Individual of the Year

WINNER: Jonathan Conder, Macfarlanes
RUNNER UP: Jonathan Bell, Stanhope Capital
SHORTLISTED: Sara Maccallum (Boodle Hatfield), Mary-Anne Daly (Cazenove Capital Management), Nancy Curtin (Close Brothers Asset Management), Alistair Stennett (EY Isle of Man), Anthony Balniel (James Hambro & Partners), Jonathan Conder (Macfarlanes), Martin Baines (Quilter Cheviot), Jonathan Bell (Stanhope Capital), Giuseppe Ciucci (Stonehage Fleming Family & Partners)

 

Private Bank of the Year - International

WINNER: UBS
RUNNER UP: Citi Private Bank
SHORTLISTED: Citi Private Bank, EFG, JP Morgan, Mirabaud, SGPB Hambros, Smith & Williamson, UBS

 

Private Bank of the Year - Wealth Managers

WINNER: C Hoare & Co
RUNNER UP: Rothschild
SHORTLISTED: Cazenove Capital Management, C Hoare & Co, Deutsche Bank, Lombard Odier & Cie, Nedbank Private Wealth, Rothschild

 

Private Banker/IM of the Year

WINNER: Tim Bailey, C Hoare & Co
RUNNER UP: Phanos Theophanous, Barclays
SHORTLISTED: Tim Bailey (C Hoare & Co), Louise Hartley (Citi Private Bank), Phanos Theophanous (Barclays), Nicholas Lawes (Brooks Macdonald), Nick Barran (Rothschild), Andrew Pitt (Rathbones)

 

Private Client Asset Manager of the Year - Boutique

WINNER: Rathbone Investment Management
RUNNER UP: Cazenove Capital Management
SHORTLISTED: Bordier & Cie (UK) PLC, Canaccord Genuity Wealth Management, Cazenove Capital Management, GAM, Investec, IPS Capital, Maseco Private Wealth, Rathbone Investment Management

 

Private Investment Office of the Year

WINNER: Stanhope Capital
RUNNER UP: Capital Generation Partners
SHORTLISTED: Capital Generation Partners, Hassium, SandAire, Stanhope Capital

 

Property Law Firm of the Year

WINNER: Farrer & Co
RUNNER UP: Forsters
SHORTLISTED: Berwin Leighton Paisner, Charles Russell Speechlys, Child & Child, Farrer & Co, Forsters, Jeffrey Green Russell, Macfarlanes

 

Tax Advisory Firm of the Year

WINNER: Deloitte
RUNNER UP: KPMG
SHORTLISTED: Deloitte, Blackfriars Tax Solutions LLP, Crowe Clark Whitehill, Frank Hirth, KPMG

 

Technology Vendor of the Year

WINNER: Touchstone
RUNNER UP: Advent Software
SHORTLISTED: Advent Software, Profile Software, Temenos, Touchstone

 

Tomorrow Club award

WINNER: Lucy Edwards, Penningtons Manches
RUNNER UP: Frederick Bennett, Quilter Cheviot
SHORTLISTED: Freddie Lower (C Hoare & Co), Martina Iannotti (James Hambro & Partners), Lucy Edwards (Penningtons Manches), Frederick Bennett (Quilter Cheviot), Jack Thornborough (TLT Solicitors)

 

Trust Company of the Year - Independent

WINNER: Equiom
RUNNER UP: Summit Trust International
SHORTLISTED: Appleby, Bedell Group, Elian, Equiom, First Names Group, Fairway Group, Nerine, Summit Trust International, Volaw Group

 

Trust Company of the Year - Institutional

WINNER: RBC Wealth Management
RUNNER UP: Butterfield Trust
SHORTLISTED: Butterfield Trust, Coutts Trustees, Kleinwort Benson, RBC Wealth Management, Rothschild Trust

 

Wealth Professional Award

WINNER: Charlotte Swing, Cazenove Capital Management
RUNNER UP: Peter Gale, C Hoare & Co
SHORTLISTED: Lewis Edwards (Bircham Dyson Bell), Charlotte Swing (Cazenove Capital Management), Peter Gale (C Hoare & Co), William Ladenburg (Close Brothers Asset Management), Stuart Dowding (First Names Group), Michael Shenkin (Hatstone Lawyers)

 

Woman of the Year

WINNER: Sasha Wiggins, Barclays
RUNNER UP: Annamaria Koerling, C Hoare & Co
SHORTLISTED: Sasha Wiggins (Barclays), Sara Maccallum (Boodle Hatfield), Annamaria Koerling (C Hoare & Co), Sheila Dean (Equiom), Louise Bracken-Smith (Fairway Group), Annette Newell (Frank Hirth), Jane Craig (Penningtons Manches, Lucy Stone QC (QEB), Nicole Curti (Stanhope Capital), Ayesha Vardag (Vardags)

 

Edtior's Choice award

Chris Lintott, Penningtons Manches

The Magic Circle Awards 2014

HOST: Lord Archer

Congratulations to our winners and runners up for 2014

Editor’s Choice Award
WINNER: Karen Cleal, Opus Private

Accountancy Firm of the Year
WINNER: Rawlinson & Hunter
RUNNER UP: Smith & Williamson
SHORTLISTED: BDO LLP, Buzzacott, Deloitte, Dixon Wilson, Rawlinson & Hunter, Saffery Champness, Sopher & Co

Asian Manager of the Year
WINNER: JP Morgan Private Bank (Asia)
RUNNER UP: RBC Wealth Management
SHORTLISTED: BDO LLP, Buzzacott, Deloitte, Dixon Wilson, Rawlinson & Hunter, Saffery Champness, Sopher & Co

Charity Investment Manager of the Year
WINNER: Rathbones
RUNNER UP: Cazenove Capital Management
SHORTLISTED: BDO LLP, Buzzacott, Deloitte, Dixon Wilson, Rawlinson & Hunter, Saffery Champness, Sopher & Co

Trust Company of the Year, Non Institutional
WINNER: Hawksford
RUNNER UP: Bedell Trust
SHORTLISTED: BDO LLP, Buzzacott, Deloitte, Dixon Wilson, Rawlinson & Hunter, Saffery Champness, Sopher & Co

Trust Company of the Year, Institutional
WINNER: RBC Wealth Management
RUNNER UP: Northern Trust
SHORTLISTED: BDO LLP, Buzzacott, Deloitte, Dixon Wilson, Rawlinson & Hunter, Saffery Champness, Sopher & Co

Charity Advisor of the Year
WINNER: Farrer & Co

RUNNER UP: Macfarlanes
SHORTLISTED: Bates Wells Braithwaite, Charles Russell, Farrer & Co, Forsters, Harbottle & Lewis, Macfarlanes, Stone King

Family / Matrimonial Law Firm of the Year

WINNER: Charles Russell 

RUNNER UP: Farrer & Co
SHORTLISTED: Boodle Hatfield, Camilla Baldwin, Charles Russell, Dawson Cornwell, Farrer & Co, Hughes Fowler Carruthers, Irwin Mitchell, Mishcon de Reya, Penningtons Manches, Withers
 

Financial Advisory Firm of the Year

WINNER: Brooks Macdonald

RUNNER UP: Heartwood
SHORTLISTED: Brooks Macdonald, Cazenove Capital Management, Chase de Vere, Close Brothers Asset Management, FF&P Wealth Planning, Heartwood, MASECO, Strabens Hall
 

Industry Newcomer of the Year

WINNER: Riverpeak Wealth

RUNNER UP: HMSA Trustees
SHORTLISTED: Carter Thomas, HMSA Trustees, Riverpeak Wealth
 

International Law Firm of the Year

WINNER: Ogier Legal

RUNNER UP: Bedell Cristin
SHORTLISTED: Baer & Karrer, Bedell Cristin, Belluzzo & Partners, Charles Russell, Mourant Ozannes, Ogier Legal, Schellenberg Wittmer, Squire Sanders, Stikeman Elliott
 

International Law Firm of the Year - USA

WINNER: McDermott Will & Emery

RUNNER UP: Katten Muchin Rosenman
SHORTLISTED: Butler Snow, Cantor & Webb, Day Pitney, Holland & Knight, Katten Muchin Rosenman, Kozusko Harris Duncan, McDermott Will & Emery, Morgan Lewis Bockius, Nixon Peabody
 

Law Firm of the Year - Regional

WINNER: Mills & Reeve

RUNNER UP: Cripps Harries Hall
SHORTLISTED: Bond Dickinson, Cripps Harries Hall, Gordons, JMW Solicitors, Laytons, Michelmores, Mills & Reeve, Turcan Connell

Law Firm of the Year

WINNER: Penningtons Manches 

RUNNER UP: Charles Russell
SHORTLISTED: Boodle Hatfield, Charles Russell, Farrer & Co, Forsters, Harbottle & Lewis, Macfarlanes, Payne Hicks Beach, Penningtons Manches, Speechly Bircham, Withers
 

Lawyer of the Year

WINNER: Anthony Thompson, Wragge Lawrence Graham & Co

RUNNER UP: Catriona Syed, Charles Russell
SHORTLISTED: Rosalyn Breedy, Forsters, Keith Bruce Smith, Harcus Sinclair, Simon Bruce, Farrer & Co, Mark Buzzoni, Taylor Wessing, Alice Palmer, Payne Hicks Beach, Saleem Sheikh, GSC Solicitors, Louise Stoten, New Quadrant Partners, Catriona Syed, Charles Russell, Anthony Thompson, Lawrence Graham (merger May, Wragge & Co)
 

Outstanding Individual of the Year

WINNER: Daniel Martineau, Summit Trust International

RUNNER UP: Daniel Pinto, Stanhope Capital
SHORTLISTED: Nick Cawley, Bedell Trust, Giuseppe Ciucci, Stonehage, Yogesh Dewan, Hassium, Mark Kary, Rothschild Wealth Management, Jeremy Marshall, C Hoare & Co, Daniel Martineau, Summit Trust International, Paul Patterson, RBC Wealth Management, Daniel Pinto, Stanhope Capital, Graeme Privett, Rawlinson & Hunter, Andrew Steel, James Hambro & Partners
 

Private Bank of the Year - International

WINNER: RBC Wealth Management

RUNNER UP: SGPB Hambros
SHORTLISTED: Cazenove Capital Management (including Schroders), Deutsche Asset & Wealth Management (int'l), JP Morgan Private Bank, Julius Baer, Lombard Odier, RBC Wealth Management, Rothschild Wealth Management, SGPB Hambros, UBS
 

Private Bank of the Year - Wealth Managers

WINNER: C Hoare & Co

RUNNER UP: RBC Wealth Management
SHORTLISTED: C Hoare & Co, Kleinwort Benson, RBC Wealth Management, Rothschild Wealth Management
 

Private Client Asset Manager -  Institutional

WINNER: Cazenove Capital Management 

RUNNER UP: Investec Wealth & Investment
SHORTLISTED: Cazenove Capital Management (includings Schroders), GAM, Investec Wealth & Investment, Rathbones, Rothschild Wealth Management
 

Private Client Asset Manager -  Non Institutional

WINNER: Close Brothers Asset Management

RUNNER UP: Quilter Cheviot
SHORTLISTED: Berry Asset Management, Brooks Macdonald, Close Brothers Asset Management, James Hambro & Partners, Quilter Cheviot, Vestra Wealth, Waverton
 

Diversity/Gender Programme of the Year - Non Institutional

WINNER: Frank Hirth

RUNNER UP: Deloitte
SHORTLISTED: Baker & McKenzie, BDO, Bircham Dyson Bell, Deloitte, Frank Hirth, Macfarlanes, Pennington Manches, PwC, Withers
 

Woman of the Year  

WINNER: Camilla Baldwin, Camilla Baldwin

RUNNER UP: Wendy Walton, BDO
SHORTLISTED: Ayesha Vardag (Vardags), Camilla Baldwin (Camilla Baldwin), Karen Cleal (Opus Private), Kim Hillier (Butterfield Private Bank), Juliet Wedderburn (Deutsche Asset & Wealth Management), Laura Devine (Laura Devine Solicitors), Marianne Kafena (Kleinwort Benson), Nicola Barber (James Hambro & Partners), Pauline Gale (Bedell Group), Sheila Dean (Equiom), Wendy Walton (BDO)
 

Technology Vendor of the Year

WINNER: Touchstone

RUNNER UP: Advent Software
SHORTLISTED: Advent Software, Profile Software, Temenos, Third Financial, Touchstone, UBS Delta
 

Lifetime Achievement Award

WINNER: Jim Edmondson

RUNNER UP: Mark Bridges, Farrer & Co
SHORTLISTED: Charles Lubar (Morgan Lewis Bockius), Chris Lintott (Penningtons Manches), David Rosier (Thurleigh Investment Managers), Hugh Tottenham (Heartwood), Jim Edmondson (Mourant Ozannes), Mark Bridges (Farrer & Co), Ronnie Armist (Stonehage)
 

Trustee of the Year

WINNER: Philip Le Cornu, Ogier Private Wealth

RUNNER UP: Andrew Penney, Rothschild Trust
SHORTLISTED: Andrew Penney (Rothschild Trust), Jim Parker (Butterfield Trust), Justin Thomas (Affinity), Louise Bracken Smith (Fairway Group), Michael Shimmin (Fedelta), Paul Hodgson (Butterfield Trust), Philip Le Cornu (Ogier Private Wealth), Simon Brewer (Sanne Group), Simon Perchard (Volaw), Stella Mitchell Voisin (Summit Trust International)
 

Immigration Law Firm of the Year

WINNER: Mishcon de Reya

RUNNER UP: Laura Devine Solicitors
SHORTLISTED: Baker & McKenzie, Bates Wells Braithwaite, Bindmans, Fisher Meredith, Fragomen, Kingsley Napley, Laura Devine Solicitors, Lewis Silkin, Magrath, Mishcon de Reya, PwC Legal
 

Diversity/Gender Programme of the Year - Institutional

WINNER: RBC Wealth Management

RUNNER UP: Credit Suisse
SHORTLISTED: Barclays, Coutts, Credit Suisse, Deutsche Asset & Wealth Management, Goldman Sachs, JP Morgan Private Bank, Newton, RBC Wealth Management, UBS
 

Citywealth WP Individual of the Year

WINNER: Zoe Camp, New Quadrant Partners

RUNNER UP: Clare Usher Wilson, Summit Trust International
SHORTLISTED: Adam Greville Collins (Stanhope Capital), Annette Newell (Frank Hirth), Charlotte Swing (Cazenove Capital Management), Clare Usher Wilson (Summit Trust International), Henry Wickham (Bedell Cristin), Simon Black (Hassium), Stuart Dowding (Mercator Trust), Zoe Camp (New Quadrant Partners)
 


Private Investment Office of the Year

WINNER: Stanhope Capital
RUNNER UP: SandAire
SHORTLISTED: Capital Generation Partners, Hassium Asset Management, Kleinwort Benson, Sandaire (Lord North Street), Stanhope Capital, Stonehage
 

Private Banker/Investment Manager of the Year

WINNER: Tim Bailey, C Hoare & Co

RUNNER UP: Julian Winser, Cazenove Capital Management
SHORTLISTED: Ian Marsh (FF&P), Julian Winser (Cazenove Capital Management), Malcolm Roberts (Kleinwort Benson), Mark Evans (Coutts), Nandu Patel (Rothschild Wealth Management), Nicholas Lawes (Brooks Macdonald), Tim Bailey (C Hoare & Co)
 

Diversity/Gender: Positive Role Model of the Year

WINNER: Juliet Wedderburn, Deutsche Asset & Wealth Management

RUNNER UP: Charlotte Thorne, Capital Generation Partners
SHORTLISTED: Charlotte Thorne (Capital Generation Partners), Juliet Wedderburn (Deutsche Asset & Wealth Management), Kathryn Peat (Harcus Sinclair), Liz Le Poidevin (RBC Wealth Mangement), Sally Tennant (Kleinwort Benson), Louise Stoten (New Quadrant Partners), Stella Mitchell (Voisin), Suzanne Kingston (Withers), Tina Wustemann (Baer & Karrer)

The Magic Circle Awards 2013

Citywealth Tomorrow Club - Emerging Manager of the Year
Nick Sawle - TLT LLP

Citywealth - YP - New Leader of the Year 
Sam Longworth - Stewarts Law

Citywealth Editor’s Choice Award
Simon Jennings - Rawlinson & Hunter

Private Bank of the Year - Wealth Managers
RBC Wealth Management

Private Bank of the Year - International
Schroders Private Banking

Boutique Private Client Asset Manager of the Year
C Hoare & Co

Institutional Private Client Asset Manager of the Year
Investec Wealth & Investment

Charity Investment Manager of the Year
Rathbones

Financial Advisory Firm of the Year
Close Brothers Asset Management

Private Investment Office of the Year
Stanhope Capital

Technology Vendor of the Year
Advent

Asian Advisor/Manager of the Year
Alpha Capital

International Law Firm of the Year - USA
Katten Muchin Rosenman

International Law Firm of the Year - EMEA
Bedell Cristin

Charity Law Firm of the Year
Farrer & Co

Family Law Firm of the Year
Charles Russell

Regional Law Firm of the Year
Michelmores

Law Firm of the Year
Mishcon de Reya

Lawyer of the Year
Patricia Milner - Withers

Accountancy Firm of the Year
PwC

Industry Newcomer of the Year
Affinity Private Wealth

Independent Trust Company of the Year
Ogier Private Wealth

Institutional Trust Company of the Year
RBC Wealth Management

Trustee of the Year
Julian Hayden - Hawksford

Woman of the Year
Annamaria Koerling - C Hoare & Co

Outstanding Individual of the Year
Guy Paterson - Stanhope Capital

Lifetime Achievement Award
Clive Nicholson, Saffery Champness