Submission Questions

Individual Categories

• Please provide the name of the person you are submitting.
• Please provide the company of the person you are submitting.
• Please provide their email address
• Personal Bio – Please provide a short bio including your current role, qualifications, and relevant experience. Max 150 words
• Innovation in Client Service – Please describe a client service initiative delivered in the past 12 months that showcases innovation. Max 1000 words
• Leadership and Vision – Tell us about your leadership style or your colleague’s leadership style and strategic vision. Max 500 words
• ESG, CSR and Charitable Contributions – Outline any ESG, CSR or charitable projects undertaken, including your personal involvement. Max 500 words
• Business Growth – Provide key growth statistics (year-on-year) including client wins, AUM growth, or personal business impact. Max 500 words
• Analytics & Regulatory Information (optional) – Please provide the following: Number of employees in your organisation, Number of qualified professionals, Number of offices and geographic locations, Size of the marketing and business development team, List any industry regulations or professional standards you and your organisation adhere to (e.g. FCA, SEC, STEP, CFA), Individual qualifications and credentials held (e.g. CFA, TEP, Solicitor, Chartered status)
• Internal Testimonial – Please provide a quote from a senior colleague within the organisation in support of this entry. Max 200 words
• Client Testimonial – Include a quote from a senior executive in support of the company’s submission. Max 200 words
• If you wish to provide supporting information, please upload. A max of 2 sides A4 is permitted.
• We’d love to share the news via our social media channels. Please provide your Twitter, LinkedIn or other social media handles. Optional
• Please provide a high-resolution headshot if you would like Citywealth to use it when we share awards nominees’ news on our social media channels. Optional

Organization Categories

• Please provide the name of the company you are submitting
• Company Profile – Please provide the name of the company being submitted and a short profile including core business and achievements. Max 150 words
• Growth Metrics & Success Measures – Detail key performance indicators from the past 12 months. These may include client retention rates, company performance, relationship management initiatives, department expansion, or profitability. Max 1000 words
• Client Service Innovation – How is your organisation innovating in client service? Include platforms, strategies or new service lines. Max 500 words
• Leadership Vision and Culture – Describe the organisation’s leadership philosophy, internal culture, and long-term strategy. Max 500 words
• ESG & CSR Activities – Summarise any ESG initiatives, CSR efforts, or charitable contributions made by the organisation. Max 500 words
• Analytics & Regulatory Information – Please provide the following: Total number of employees, Number of qualified professionals (financial, legal, fiduciary, etc.), Number of offices and geographic locations, Size of the marketing and business development team, Applicable regulatory bodies your organisation complies with (e.g. FCA, SEC, SFC, CSSF), Any internal governance certifications or frameworks followed (e.g. ISO, GIPS, MiFID II compliance)
• Internal Testimonial – Include a quote from a senior executive in support of the company’s submission. Max 200 words
• Client Testimonial – Include a quote from a senior executive in support of the company’s submission. Max 200 words
• If you wish to provide supporting information, please upload. A max of 2 sides A4 is permitted.
• We’d love to share the news via our social media channels. Please provide your Twitter, LinkedIn or other social media handles. Optional
• Please provide a high-resolution company logo if you would like Citywealth to use it when we share awards nominees’ news on our social media channels. Optional

All submissions are subject to an entry fee, this must be paid before entries will be submitted to judges for review.

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