Magic Circle Awards 2013 bring the private wealth worlds finest together

Date: 17 May 2013

Citywealth

Magic Circle Awards 2013 bring the private wealth world’s finest together

The Citywealth Magic Circle Awards on 16 May 2013, was the eighth annual event and was held at the five-star Grange Hotel St Paul’s in London.
The Citywealth Magic Circle Awards were established to highlight the excellence of advisors and managers in the private wealth sector in the UK and internationally.
Andrew Neil, British journalist and broadcaster, was host for the evening and the event saw nearly 400 wealth managers and private client advisors welcomed by a glittering floor-to-ceiling LED pole advertising Citywealth in the hotel’s lobby. The event also had each table awash with orchids and featured Jharda, a singing harpist, who performed modern tunes with her classical instrument.
The Citywealth Magic Circle Awards, which were sponsored by Northern Trust, Hassium Asset Management, Penningtons, SGPB Hambros, Baker & McKenzie, Mercator, Sanne Group, Summit Trust International, Arkion, Lawrence Graham, Hawksford, Close Brothers Asset Management, and Katten Muchin Roseman, New York, have a traditional, classic format, with black tie and ball gowns being the order of the day, and, for the eighth year, took note of the economic conditions: the evening had a slightly shorter champagne reception to allow dinner and the awards presentation to be finished just before 10pm enabling more serious after-dinner networking and mandate influencing in the Citywealth hosted bar.
The classic evening merged with modern social media as guests sipped champagne and they balanced their phones and tweeted “Just met Andrew Neil at The Citywealth Awards‚Äù.
The singing harpist played tunes from artists such as Alicia Keys and Norah Jones, as the toastmaster, Paul Deacon, called the throng to dinner. Once in the orchid-filled ballroom, guests were asked to be seated as Karen Jones, Editor, Citywealth and Andrew Neil waited to make their entrance. When the guests were seated, the toastmaster led them to their table in a ceremonial manner.

Good causes
As dinner was served, Holly Colvin representing The Lord’s Taverners and an English women’s cricket international, who currently holds the record for being the youngest Test cricketer of either sex to play for England, took the stage to encourage the sale of raffle tickets for the charity. Her plea resounded well with the room and the charity banked several thousand pounds on the night.
An additional charitable talk came from Ram Gidoomal CBE, who was the CEO of the $200million family business Inlaks. He gave up his career after visiting the slums of India, being moved by the horrible poverty to work for Traidcraft. Traidcraft helps co-operatives in countries like Brazil trade with the UK. Traidcraft puts in governance structures in small communities and shows them how to work together to sell collectively then strike deals with companies such as Nestle, Cadbury and Sainsbury’s to sell their goods at fair market prices. He asked for a ¬£30,000 donation to help research and development which helps Traidcraft identify issues to be solved and create solutions, and also for ¬£100,000 to help a whole community raise themselves from poverty through trade.

Fine dining
A fine dinner commenced with a chicken and chorizo tart, sea bass with pesto sauce, a raspberry bread pudding and ice cream then petit fours and coffee. Once coffee cups were on the table, Karen Jones, Editor, Citywealth, who wore a navy couture dress with a Swarovski crystal halter neck made by Rachel Elbaz of Rachel Couture, took the stage to announce three awards decided by the Editor: Tomorrow Club, Citywealth Young Professional of the Year and Editor’s Choice Award. After announcing the winners and wishing the watching eager throng good luck for the upcoming awards, Jones introduced Andrew Neil to the stage to commence the announcement of the winners for 2013.

Citywealth Tomorrow Club – Emerging Manager of the Year
Under the guidance of Richard Wilson, Senior Partner at TLT Solicitors, Nick Sawle has flourished and found his wings. A go-getter, he has been encouraged to reach fast-track heights by an organisation and staff who are obviously keen to have a strategy that includes solid succession.
Karen Jones, Editor, Citywealth said of the win, “It is a great pleasure to see Nick win. He is a delight to deal with, has a business head beyond his years and has a unique ability to help others in business which will stand him in good stead for a very bright future. His entrepreneurial business development ability and personable nature will also be a great asset.‚Äù
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Citywealth YP – New Leader of the Year
Sam Longworth is a partner in the Divorce and Family department at Stewarts Law LLP, a specialist litigation law firm, which numbers leading individuals such as Debbie Chism, Emma Hatley and Helen Ward among its partners. Longworth was made partner on 1 May 2013. Stewarts Law has gone from strength to strength as a best-of-breed law firm and has undoubtedly built a culture to help their up-and-coming staff rise to the top. Constantly shortlisted for awards, Stewarts Law has a culture that is well rounded and personable. Longworth, who was also shortlisted in 2012, personifies this.
Karen Jones, Editor, Citywealth, commented, “Longworth has worked hard to build a solid reputation and does this with a personable and gracious manner. It is our great pleasure to recognise him.‚Äù
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Citywealth Editor’s Choice Award
Simon Jennings’ has a long history in the private wealth business which has been mainly at Rawlinson & Hunter but includes time at Deloitte & Touche, where he qualified. Jennings has consolidated the reputation of Rawlinson & Hunter which is considered by many to be the best private client accountancy practice in the UK and deservedly so. He works hard as a Tax Partner with considerable experience of handling the HMRC in the tax planning and wealth structuring team.
Karen Jones, Editor, Citywealth, said of the win, “Jennings has a strategic mind, is subtle and a gentlemen, which, when combined, make him a go-to person within Rawlinson & Hunter and beyond. He gives nothing away but he absorbs every nuance of his clients’ conversations. He will quickly work out how to solve problems in a matter of fact way.‚Äù

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Private Bank of the Year – Wealth Managers
RBC Wealth Management is one of the world’s top ten largest wealth managers and has won many accolades, including recently Caribbean Private Bank of the Year at the Citywealth International Financial Centre Awards in January 2013. The stars have aligned for RBC Wealth Management as they continue to consolidate their position of banking behemoth.
Commenting on the ‘Private Bank of the Year’ award, Mike Moodie, Head of RBC Wealth Management‚ÄìUK, said, “We have been growing our presence in the UK over the past few years, and have placed a strong emphasis on ensuring that the quality of the people we hire reflects our ambitions. It is always encouraging to gain the recognition of peer and industry experts, and I am extremely pleased to see the hard work and persistence of each team recognised in this way.‚Äù
Karen Jones, Editor of Citywealth, said, “It is a credit to RBC Wealth Management that the organisation is so highly respected. They are well placed to look after the growing surge in international wealth which has found London to be its natural hub.‚Äù

Runner up: Rothschild
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Private Bank of the Year – International
Schroders has remained one of the brands to be praised throughout a difficult time for the banking world. It has managed to retain a friendly, human face and culture whilst climbing to the heights of the private banking world with spectacular announcements like the recent Cazenove deal which will make Schroders one of the UK’s largest private banking and wealth management operations. Kate Leppard, who is Head of Private Clients in London, has helped establish this consistency of staff and client care. Leppard joined Schroders in 1990 and focused on managing investment portfolios of substantial families.
Karen Jones, Editor, Citywealth, commented, “Schroders have taken great pains to hire exceptional staff in the UK who now work with globally wealthy clients. We are delighted that Schroders were chosen at a time when banks everywhere are taking a media hit. It shows UHNW clients and intermediaries that even big corporate businesses are ultimately led by individuals and all should be judged on their talent and service.‚Äù

Runner up: SGPB Hambros
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Boutique Private Client Asset Manager of the Year
C Hoare & Co continues to scoop awards from Citywealth’s independent panel of judges and online voting. Its mix of tradition with considered modernity has wooed those looking to keep their money safe. Its easy style of business is legendary and undoubtedly rare. As one client said, “Moving my account to Hoares was one of the best decisions I ever made.‚Äù
Karen Jones, Editor, Citywealth, said, “The credit crunch was the best thing that ever happened to C. Hoare & Co. It sent them a new stream of clients and has allowed their brand to rise to the top of the boutique banking world.‚Äù
Notable members of the team include Annamaria Koerling, Head of Wealth Management, James Hoare, Head of Portfolio Management and Tim Bailey, Senior Portfolio Manager.

Runner up: JO Hambro Investment Management
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Institutional Private Client Asset Manager of the Year
Investec has been moving at full steam as one of the UK’s largest investment management companies with c. ¬£20 billion AUM. Its UK expansion, which included the purchase of Rensburg Sheppards Plc in 2010 and the smooth integration of Williams de Broe in to their business in 2012, has, as expected, started to consolidate and put it ahead of significant private client asset managers with a wide network in the UK.
Karen Jones, Editor, Citywealth, said of the win, “It is a credit to Investec Wealth & Investment that they have taken the Institutional Private Client Asset Manager of the year prize in 2013. The bank has shown it is now a significant player in wealth management.‚Äù

Runners up: Schroders Private Banking
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Charity Investment Manager of the Year
Rathbones is held in high regard in the private client and charity investment management world. Ivo Clifton, Head of Charities at Rathbones, is on the executive committee and is Deputy Head of the London office. His skill and ability with charities has proven to be second to none. All of his efforts have undoubtedly helped Rathbones to the top of the list for this award. Rathbones manages over £20 billion for individuals, charities and trustees.
Commenting on the accolade, Ivo Clifton said, “Any award win is special but this one is particularly important because it is partly decided by the votes of our clients and contacts. Being named ‘Charity Investment Manager of the Year’ reflects our enduring commitment to being at the forefront of charity investments and delivering the highest standards of service. I would like to use this opportunity to thank the charities team at Rathbones for their dedication to achieving these goals.‚Äù
Karen Jones, Editor, Citywealth, commented, “Rathbones have proven themselves a considered operation and their people and strategy reflect the soundness of their business model.‚Äù

Runner up: Quilter
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Financial Advisory Firm of the Year
Close Brothers Asset Management has emerged from its chrysalis and is creating waves with its management trio of Martin Andrew as CEO, Nancy Curtin, CIO, and Penny Lovell, who recently joined as Head of Client Services.
All of their efforts will have undoubtedly helped Close Brothers Asset Management to the top of the industry to take this award. CBAM who is part of Close Brothers Group has £8bn under management are clearly entering a new phase in their life cycle, something which other financial advisors should take note of.
Karen Jones, Editor, Citywealth, commented, “Close Brothers AM has proven to be a strategic and go-getting operation and this is reflected in this win.‚Äù
A special commendation goes to Will Ladenburg, private client director, who has put considerable energy into his role and Penny Lovell, Head of Private Client Services at CBAM, who was a finalist in the Woman of the Year award. Martin Andrew, Chief Executive Officer, Close Brothers Asset Management commented, “Winning this award is a great acknowledgment of our advisory capabilities and recognises the quality of our client relationships.‚Äù

Runner up: Towry
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Private Investment Office of the Year
Stanhope ‘arrived’ in the family office world many years ago but its bold move with its 2011 acquisition of Jewson Associates has seen its asset under administration and management rise significantly to make it one of the leading players in the family office space in the UK. It now oversees $7.5bn on behalf of wealthy families and charities. Founded in 2004 by Daniel Pinto and Julien Sevaux, the organisation now has eleven partners and 50 employees and includes the Institute of Cancer Research as a client.
Karen Jones, Editor, Citywealth, said of the win, “I am delighted that the judges decided 2013 was Stanhope’s year.‚Äù

Runner up: Lord North Street
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Technology Vendor of the Year
Advent Software, which specialises in helping clients in the investment management community, including wealth managers, asset managers, private banks and family offices in more than 60 countries, has solutions and services that help wealth management professionals to improve compliance and customer service with uhnw clients.
Advent has consistently invested approximately 17-18% of annual revenues in R&D and is leading the industry in bringing cloud and mobility solutions to the investment management industry.
Karen Jones, Editor, Citywealth, commented, “I am delighted that Advent has taken the award for the second year. Again, they really deserve this win. They have radically changed their business model to bring relevant products to market. The judges commended Advent on their win which also included online voting from the industry of 9,500 votes.‚Äù

Runner up: Touchstone (C.I.)
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Asian Advisor/Manager of the Year
Alpha Capital, which launched in 2010, is a boutique investment manager, mirroring the family office concept so popular in the West and bringing it to the surging wealth in India. Alpha Capital is working with high-net-worth and affluent individuals, families, businesses and trusts. Mukesh Jindal is lead partner and was previously at Client Associates, a leading family office operation in India. Jindal says they hope to bring a personal service to entrepreneurs creating wealth in the region.
The company has grown rapidly since its inception and now has offices in Gurgaon (North India), Kolkata (East India) and Coimbatore (South India) and is in the process of setting up an office in Mumbai (West India).
Karen Jones, Editor, Citywealth, commented, “Alpha Capital have done well to take the award this year which is a credit to Jindal and his partners. Citywealth will watch their development with interest in the coming years.‚Äù

Runner up: Altamount Capital
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International Law Firm of the Year – USA
With more than 600 attorneys, Katten Muchin Rosenman, co-led by Joshua Rubenstein in New York, is arguably the most important private client law firm in the USA. The firm’s spirit is to be as entrepreneurial as its clients and Katten Muchin Rosenman confirmed that by crossing borders, opening a London office in 2005, and in 2012 its Shanghai office started operations.
Well known in the private client world in Europe, Katten Muchin Rosenman has become the go-to firm for work involving uhnw clients with a USA element to their planning.
Karen Jones, Editor, Cityweath, said of the win, “We have only the highest respect for the culture and technical ability at Katten Muchin Rosenman and recommend their integrity most highly to the private client world.‚Äù

Runner up: Holland & Knight
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International Law Firm of the Year – EMEA
Bedell Cristin and the fiduciary service provider business, Bedell Trust, have between them nearly 300 staff around the globe. Bedell Cristin’s senior partner, Anthony Dessain (pictured), is widely respected and has helped Bedell Cristin tread a measured path to lead the firm to success in this category. One of the largest law firms in the Channel Islands and a leading global offshore law firm, Bedell Cristin has acted in many of the most notable matters and some of the most complex breach of trust actions.
Karen Jones, Editor, Citywealth, said, “Dessain has kept Bedell Cristin on a clear path, carefully building their business and legal success. We congratulate him and the firm for scooping the International Law Firm of the Year award for 2013.‚Äù
Other notable names at Bedell are Nick Cawley, CEO and Partner at Bedell Trust.

Runner up: Ogier
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Charity Law Firm of the Year
Farrer & Co’s charities team, which advises over 400 charities, is led by influential Anne-Marie Piper who was founder of the Charity Law Association and joined the firm in 2001. Piper has handled Charity Commission investigations, complex mergers and re-organisation of charities. Winning awards everywhere for many years, Piper and her team have proven themselves an enviable force in this difficult and complicated world bringing governance and order to the third sector. Notable names in the department are Sam Macdonald, Julian Smith and Frances Barwell. Up-and-coming members of the team who are commended are James Maloney and Rebecca Fry.
Karen Jones, Editor of Citywealth, said, “The charitable world is fraught with situations that the business world would find difficult to contend with. It really is a tremendous achievement that the Farrer & Co team glide effortlessly at the top of this notoriously complex and mind bogglingly difficult sector. It requires rarefied skill to implement commercial governance in a not-for-profit world.‚Äù

Runner up: Stone King
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Family Law Firm of the Year
The family law firm award is hotly contested and there are many high-profile and big-brand names in the sector. Citywealth is delighted to have the Charles Russell team join our Magic Circle elite. Commendations go to Sarah Higgins and William Longrigg, but also to notable names Grant Howell and Erica Shelton.
Sarah Higgins and William Longrigg, Joint Heads of the Family Group at Charles Russell LLP commented: “We are thrilled to receive this award and would like to thank those who voted for us. It is hugely gratifying to have the hard work of the whole team recognised, once again, in this way. We pride ourselves on our strong reputation in this area and will continue to provide high quality legal advice tailored to meet the individual needs of our clients.‚Äù
Karen Jones, Editor, Citywealth, said, “What a scoop for the Charles Russell team. I couldn’t be more pleased for them.‚Äù

Runner up: Hughes Fowler Carruthers
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Regional Law Firm of the Year
Michelmores, with 350 staff, is a giant in the south of England. With a turnover of £22.3million in the last year, it reported 15% growth. Highly respected Will Michelmore, Senior Partner and Head of the Private Client Group, and Managing Partner Malcolm Dickinson have managed to make substantial hires and create a superb working environment and culture which has undoubtedly brought success. Notable names are Jonathan Riley and Sandra Brown (both pictured).
Will Michelmore said: “We are truly delighted with this award. We have been steadily building the largest and one of the strongest practices of this kind outside London, and the firm has achieved this award precisely because our lawyers consistently deliver positive legal advice based on professional knowledge, confidence, respect, trust and, above all, results.‚Äù
Jonathan Riley, Head of the Tax, Trusts & Succession Team, who has been recognised in the Citywealth 2013 ‘Leaders List’, said, “Recognition of our achievements in this way is particularly important to us as it represents independent assessment by our peers.‚Äù

Runner up: Gordons
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Law Firm of the Year
Mishcon de Reya has 500 staff and a long history spanning many aspects of the private client world. The firm has invested time and energy in presenting a new face to the private client world which is tenacious still yet has developed to include an intelligent charm.
In 2010, it brought together all services for individuals under Mishcon Private and now has a 360-degree offering to uhnw clients. This comprehensive business strategy is yielding dividends.
Notable names include James Libson, Executive Head of Mishcon Private.
Karen Jones, Editor of Citywealth, said, “It really is a tremendous achievement and shows you that a focused business and people strategy will reap benefits.‚Äù

Runner up: Charles Russell
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Lawyer of the Year
Patricia is head of the family and business planning group at Withers and has been recommended to Citywealth as an advisor who gives clear and thoughtful advice and has very strong technical skills. She joined Withers in 1994 and is a leading expert on advising large families with structures and tax issues.
Karen Jones, Editor of Citywealth, commented, “Withers are a world class firm because of their leadership and key individuals like Patricia Milner. London continues to be a hub for the wealth of the world, including Asia, which will make advisors like Milner ever more important in the wealth eco system. Milner exudes professionalism, an interest in her clients, and a can-do attitude which is a credit to her. We are delighted with her win.‚Äù

Runner Up: Bart Peerless, Charles Russell
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Accountancy Firm of the Year
L eonie Kerswill and Clive Mackintosh will be names on the top of the wealth worlds’ minds when they think of PwC. Other notable individuals include Katherine Bullock, who heads the Private Client team, and Nick Hopkin and Sian Steele in London. Original thinking is the order of the day at PwC and constant improvement of themselves and the fortunes of their clients’ lives and wealth. A considered 360-degree but practical offering is common practice and undoubtedly why PwC has scooped this award in 2013.
Katherine Bullock, Head of UK Private Client, said, “I’m over the moon that we won this award, especially as it’s decided partly by a public vote. We were up against some tough competition and it’s great to know that both the industry and the public recognise us as leaders in the market.‚Äù
Karen Jones, Editor of Citywealth, said, “In a world where large organisations are under public scrutiny and wholesale criticism, PwC are a shining example of how to build a successful culture and modern, respected business looking after top of the world entrepreneur clients and families.‚Äù

Runner up: Deloitte
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Industry Newcomer of the Year
David Stearn is Managing Director of the Jersey-based investment manager and trust business, Affinity Private Wealth. He was previously head of Fairburn Private Bank in Jersey. The business is set to blaze a trail in the private wealth management world and beyond.
David Stearn said of the win, “The award is for the Industry Newcomer of Year and acknowledges the ground Affinity have already covered to establish ourselves as a business where clients are looked after with a sense of care and where staff enjoy stimulating work and can develop.‚Äù
Justin Thomas, Head of Trusts at Affinity Trust said, “We are delighted to have this external recognition. The team we have carefully assembled have combined strongly since our launch in 2011 and from October 2013, when we take on our latest Director in the trust company, we will employ twelve people in Jersey. All staff are shareholders in the business and are dedicated to delivering financial services in a fresh, professional and accessible way to our clients.‚Äù

Runner up: Hatstone Lawyers
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Independent Trust Company of the Year
Ogier is a stalwart name in the international world of wealth. The group has made strategic decisions internally to separate its legal and private wealth service lines. Philip Le Cornu is Global Head of Ogier Private Wealth, which has a specialist team of administrators that caters specifically for the needs of wealthy families, family offices and owner-managed business.
Philip Le Cornu said of the win, “We are delighted to have been recognised in the Citywealth Magic Circle Awards. We represent some of the world’s most prominent families and provide independent, discreet administration services to trusts and foundations for individuals and families. Our Jersey and Guernsey teams regularly work with Cayman, BVI, Bahrain and Hong Kong to provide outstanding service to our clients and to have the dedication and professionalism of our team acknowledged is very satisfying.”
Karen Jones, Editor of Citywealth, said, “Ogier have worked hard to refresh their offering and to communicate this to the wealth world.‚Äù

Runner up: Hawksford
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Institutional Trust Company of the Year
The world economic forum named RBC, which has become like royalty in private wealth, the most sustainable large organisation in the world. It was also named the safest bank in North America. With 100 years of operation and now riding high as one of the worlds’ top wealth managers, it personifies governance and traditional values at the highest level.
Commenting on the Trust award, Steve Romeril, Head of Trust, British Isles said, “We were up against firms of a very high calibre, and being named ‘Trust Company of the Year’ is further recognition that the teams across our business will go to great lengths to deliver the highest standards of service to our clients. I am delighted our RBC trust capability has been highlighted in this way and my thanks go to our clients and staff who have made this possible.‚Äù
RBC Wealth Management’s Caribbean business was also recognised as the ‘Caribbean Private Bank of the Year’ at the Citywealth International Financial Centre Awards in January 2013.

Runner up: Northern Trust
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Trustee of the Year
Julian Hayden, who is on the executive team, has been with Hawksford since 2002 and was formerly with Withers and Manches. He has more than 25 years’ experience in estate and succession planning. Hawksford was established in 2008 following a management buyout of Rathbone Trust Company Jersey Limited, backed by UK private equity company, Dunedin. Hayden was part of the management buy-out team. A significant name in Jersey and beyond, he has garnered great respect for his work and technical ability throughout his career.
Peter Murley, Chief Executive of Hawksford said, “I am particularly delighted for Julian Hayden. It is great to be representing Jersey in such a positive way.‚Äù
Karen Jones, Editor, Citywealth, said, “Hawksford is considered one of the go-to names in the trust world now. We give full credit to Julian Hayden for helping make this happen.‚Äù

Runner up: Philip Le Cornu, Ogier Private Wealth
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Woman of the Year
Annamaria Koerling, Head of Investment Management at C. Hoare & Co, has looked after wealthy private clients for nearly 20 years. She has had a career that has encompassed major brands, Schroders, Cazenove, and latterly Merrill Lynch, where she was responsible for the International Discretionary Portfolio Management business in London. Annamaria joined C Hoare & Co in 2010 and it now has 300 staff and has been investing heavily in internal infrastructure.
Karen Jones, Editor, Citywealth, said, “Citywealth has high respect for successful women in the banking world which continues to be under-represented by women in senior management positions. Koerling has flourished because of her ability and intelligence whilst maintaining a considered and approachable manner. It is a real accomplishment and she is an outstanding example in the private wealth world and beyond.‚Äù

Runner up: Sheila Dean – Equiom
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Outstanding Individual of the Year
Guy Paterson is a partner at the successful and prestigious Stanhope Capital, a multi-family office managing money for over 100 families and institutions. Before joining Stanhope, he ran the London operation of the Unigestion Family Investment Office which is headquartered in Switzerland and has 25 years’ experience in the financial markets. Paterson has specialised with ultra-wealthy families and risen to the top of a niche and rarefied family office world.
Karen Jones, Editor, Citywealth, said, “There were many good names highlighted for 2013, but Paterson has consistently worked to a high level. He is someone who deserves recognition for service and maintaining, high-quality relationships in an increasingly complex world.‚Äù

Runner up: Sara Maccallum, Boodle Hatfield
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Lifetime Achievement Award
Clive Nicholson is an outstanding individual and has achieved a lifetime of career success helping build Saffery Champness into an accountancy brand that many believe to be one of the top in the private client world. His career history has included being partner at Saffery Champness from 1975 until March 2013 and Managing Partner from 1990 until 2002, which was a time of great growth for the firm. Nicholson set up the firm’s Guernsey office in 1977, remained managing partner of the office until 1989 and chairman of the practice until 2012.
Nicholson commented: “I was very pleased to receive this award, which I accept on behalf of all those who have contributed over the last 40 years to making Saffery Champness into the leading private client firm and offshore business that it is today.‚Äù
Karen Jones, Editor, Citywealth, said of the win, “Clive is a well-known personality within private wealth and we are delighted that the judges highlighted him to win.‚Äù