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

Event Date: 10 May 2017

Venue: TBC

Voting Form

Voting is closing on 21 April 2017. Please note you can access this voting form only once. We'd also like to remind you that you are not allowed to vote for the company you work for, nor for your colleagues working for the same company. Any such votes will be automatically deleted.

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Shortlist

Voting is closing on 21 April 2017. Please note you can access this voting form only once. We'd also like to remind you that you are not allowed to vote for the company you work for, nor for your colleagues working for the same company. Any such votes will be automatically deleted.

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Host: TBC

 

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.

Magic Circle Awards 2016 - see details and results

Magic Circle Awards 2015 - see details and results

Magic Circle Awards 2014 and 2013 - see details and results

 

**NEW** - we are offering a complimentary fifty-word company profile on our website for those featured in our annual Leaders List. Click here to see the companies already profiled

Submit your fifty words to mkunova@citywealthmag.com

**A COMPLIMENTARY INVITATION** to one of our quarterly networking clubs is also available to help you secure mandates and new UHNW clients. We have three clubs, the Tomorrow Club; the WP Club and Powerwomen Club.

Contact Marisa Barton at MBarton@citywealthmag.com to see if you qualify for an invitation. We look forward to welcoming you. 

Booking Reservations

For any information regarding the ticket booking booking please contact:

Calin Lapuste - Relationship Manager Citywealth

clapuste@citywealthmag.com

 

Please download and fill in the form below. 

PDF icon Citywealth Magic Circle Awards 2017 - Booking form

Submissions

Submissions are now closed

 

Award Entry Information

 

Entry criteria

We require a separate submission for each category you would like to enter

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.

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 2016 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 a cover letter, which can be downloaded below.
• 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.
• Please ensure you include what associations and registrations you are a member of.
• 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
- International Law Firm of the Year
- Technology Vendor of the Year
- Investment Monitoring Company of the Year
- 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

 

Magic Circle Awards cover letter.docx

 

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 2016 Citywealth Magic Circle Awards brought together over 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.

Magic Circle Awards 2016 results

For further information please contact:

Lina Petkova
Events and Marketing Executive, Citywealth
Email: tpetkova@citywealthmag.com

For ticket sales and sponsorships please contact:

Calin Lapuste
Relationship Manager, Citywealth
Email: clapuste@citywealthmag.com

Office: 020 7487 5858

 

 

 

 

 

 

 

 

Judging Panel

Nick Giles

Edwin Coe

Managing Partner, Head of Private Client

Profile

Nick is Head of the Private Client team and has been Managing Partner of the firm since 2013. Since qualifying as a solicitor in 1978, he has acted for family and owner managed businesses and the people who run them, as well as acting for a wide range of individuals, unincorporated businesses and charities. Nick’s clients are involved in such diverse areas as genealogy, nuclear insurance, property investment, accountancy, chartered surveying, property development and construction, transport, publishing, public relations and retailing. The trend towards philanthropic giving in recent years has led to an increase in Nick’s involvement in establishing charities and foundations. In addition, Nick is the partner responsible for the Intestacy team within the Private Client department. This team deals with intestate estates that would otherwise pass to the Crown. Specialised computer programmes have been developed to deal with these frequently complex cases. The Edwin Coe Intestacy team is believed to deal with a higher number of unclaimed estates than any other firm in the UK.

Dawn Goodman

Withers

Head of International Trust Litigation

Profile

Dawn is the Head of International Trust Litigation and a partner in the Contentious Trust & Succession Group awarded the Contentious Trusts & Estates Team of the Year and consistently top rated in directories. She was awarded STEP Trusted Advisor of the Year in 2013, for the first time voted on by STEP members worldwide. Dawn features in Who's Who Legal's list of International Private Client Lawyers as one of the 'most highly regarded practitioners in the world', described as 'phenomenal' according to their sources who praise her 'responsiveness'. She is top ranked in Chambers Global, Chambers and Legal 500 2014 and listed in Citywealth Leader list as a ‘Top 10 Leading Lawyer’ for Contentious Trusts and a ‘Power Woman’; “Dawn's technical ability is of the highest order and so too is her skills in thinking of different options when faced with difficult scenarios. Dawn is also a pleasure to work with”. Dawn 'has unrivalled knowledge of the law and offers highly strategic advice.' (Legal 500, 2014). In Chambers 2015, she is described as 'a very shrewd, robust litigator and very astute.'

Simon Barker

Cazenove Capital

Head of Charities

Profile

After studying Economics at the University of Exeter, Simon qualified as a Chartered Accountant with KPMG. He managed portfolios on behalf of charities and private clients at Schroders and GAM before working as a consultant with Asset Risk Consultants (ARC) in Guernsey. He joined the charity team at Investec (formerly Rensburg Sheppards) upon returning to the UK, and then C. Hoare & Co. in 2012 to develop its charity business and is also the main point of contact for the bank’s relationships with intermediaries. Simon is a CFA member.

Joss Dalrymple

Smith & Williamson

Partner and National Head of Private Client Tax Services

Profile

Joss is a partner at Smith & Williamson and leads the firm’s award-winning national Private Client Tax Services practice. He specialises in looking after landed estates, farms, trusts, high net worth families and individuals. He is also active in providing family office services for a number of clients. Joss has extensive experience in advising on complex tax and financial matters, liaising closely with other professionals. He is keen that technical as well as practical needs are met and that family considerations are kept in mind; Joss also acts as a trustee and executor for families. Specifically, Joss is lead partner on a number of estates with significant property portfolios as well as in-hand farms. He also advises estates on ownership arrangements for the principal property and acts as lead partner on London urban estates. Joss, who is on the firm’s Landed Estates as well as its Bloodstock and Equine group, has been named among Private Client Practitioner’s ‘50 Most Influential’ list for five years in a row – 2012, 2013, 2014, 2015 and 2016 – and also featured among 'Citywealth's Top 20 Accountants' in 2013.

Gary Heynes

RSM

National Head of Private Client

Profile

“Gary is the National Head of Private Client for RSM, one of the largest private client tax teams amongst the UK accountancy firms. He personally advises a range of high net worth clients, most of whom are non-UK domiciled, on UK tax structuring matters concerning them, their family and their offshore structures. Gary is a Chartered Tax Adviser.”

Andy Finch

Canaccord Genuity Wealth Management

Head of Wealth Management, Guernsey

Profile

Andy is Head of Wealth Management for Canaccord Genuity Wealth Management in Guernsey. With more than 30 years’ experience in the industry, Andy’s key responsibility is providing leadership to the client facing teams in Guernsey to ensure that Canaccord Genuity Wealth Management maintains its position as the island's largest wealth management business by providing clients with high levels of service. In addition, Andy leads the offshore sales team and manages relationships with key global strategic distribution partners. Andy is a member of the Wealth Management division's Business Development and Executive Committees.

Sara Maccallum

Boodle Hatfield

Senior Partner and Head of the Commercial Tax Group

Profile

Sara Maccallum is the Senior Partner and head of the commercial tax group at Boodle Hatfield. She has been advising private clients at Boodle Hatfield for over fifteen years with particular emphasis on integrating the tax requirements of their business life into their overall planning strategies. She specialises in providing full service transactional advice and commercial tax planning advice to private clients who are owner-managers or stakeholders in family businesses, whether they hold their interests through onshore or offshore vehicles, as well as trust companies, property developers, investors and entrepreneurs. She advises on all the tax aspects of corporate and property transactions including Stamp Duty Land Tax and VAT.

Demir Avigdor

UBS Wealth Management

Managing Director, Client Advisor

Profile

After a 10-year career in Commodity trading, and with a Masters in Finance degree from London Business School, Demir joined UBS Wealth Management in 2001. During his 15 years at UBS, Demir has taken on a variety of different roles including client advisor and team head when he continued to advise his clients as well as coach his team of client advisors. He was also instrumental in setting up a robust platform for UK resident non-domiciled clients advised in London. In 2010 he was promoted to Managing Director and now advises both resident-domiciled and resident non-domiciled clients focusing on entrepreneurs. He is a Chartered Fellow of Chartered Institute of Securities and Investments.

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
• 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
• Membership of the Citywealth - Tomorrow Club (worth £995 p.a. + VAT)
• Membership of Citywealth - WP Club (worth £1250 p.a. + VAT)
• Membership of Citywealth - Powerwomen Club (worth £1495 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
• 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

 

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

 

Champagne Reception sponsorship

• Branding at reception and in award materials
• Additional staff attendance at the welcome reception – up to a maximum of 5
• 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

 

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 becoming a sponsor, please contact Calin Lapuste

Email: clapuste@citywealthmag.com

Tel: +44 (0)207 487 5858

Charity Partner

Rainbow Trust Children’s Charity is the leading national charity providing support direct to families who have a child with a life threatening or terminal illness. For these families, life is unthinkably tough. Their lives are shattered into a million pieces as they struggle to cope with the possibility that their child might die.

Rainbow Trust’s Family Support Workers support the whole family. They go wherever a family needs them, helping in any way they can, to make life just a little bit easier. Because of their support, families are better able to cope, and can face the future whatever it may hold.

To find out more about their amazing work visit www.rainbowtrust.org.uk

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