Welcome
The Financial Times and Investors Chronicle Wealth Management Awards recognise the very best of wealth management in the UK. They are voted for by readers of the Financial Times and Investors Chronicle, and a select panel of judges
Our aim is to identify the best wealth and investment managers available to investors in the UK by asking their clients to rate the service they receive, by comparing performance and by interviewing managers.
The Financial Times and Investors Chronicle Wealth Management Awards are unique because they are based on the verdicts of one of the most financially literate and affluent groups in the UK.
The Financial Times and Investors Chronicle Wealth Management Awards will be presented at a black-tie ceremony at The Park Lane Hotel on Thursday 17 May 2012.
For table bookings, partnership or sponsorship opportunities, please contact Commercial Manager Pierce Cook-Anderson on +44 (0) 20 7775 6601 or email him directly on pierce.cook-anderson@ft.com.
Please contact deputy editor Rosie Carr at rosie.carr@ft.com for more information on the awards.
The Panel
Daniel Hurdley – Asset Risk Consultants Limited
Dan has been a director of Asset Risk Consultants (ARC) for eleven years having worked in the finance industry in Guernsey since 1994. Dan manages the research team at ARC, which includes the ARC Private Client Indices (PCIs), which provide a unique insight into investment manager performance based on a database of thousands of real discretionary portfolios. The ARC research team also maintains a large database of manager due diligence information which is the cornerstone of the unique Suggestus manager research portal.
Daniel Phelan – Charity Finance
Daniel Phelan is editor of Charity Finance magazine and editor-in-chief of Civil Society Media, which he founded in 1990. Civil Society Media also publishes Governance, Professional Fundraising and Civil Society IT and organises a wide range of conference and training programmes for charities and other civil society enterprises. Daniel also founded The Charity Awards, a programme designed to recognise and celebrate excellence in charity management which is now in its 12th year.
Greg Limb
Greg is a Partner in KPMG’s Private Client Advisory team and has been in practice for over twenty years. Greg advises UK and International High Net Wealth Individuals, their families and trusts.
Matthew Vincent – FT Money
Matthew Vincent is the personal finance editor of the Financial Times. In this role, he edits the Weekend Money section and presents the FT Money Show podcast, as well as writing for the daily newspaper and FT Wealth magazine.
He was previously editor of Investors Chronicle, where he presented the award-winning online video The Market Programme, and launched the BBC-FT standalone magazine ‘How to be Better Off’. He began his career on the consumer finance magazine Moneywise, which he went on to edit for five years, and has since written columns for The Spectator and presented TV programmes for BBC2.
Rosie Carr – Investors Chronicle
Rosie Carr is deputy editor of Investors Chronicle, the magazine and website aimed at private investors. She’s worked in financial publishing for 19 years and has previously worked at Emap and Metal Bulletin.
Sebastian Dovey – Scorpio Partnership
Sebastian is a founding partner of Scorpio Partnership – the leading wealth management industry strategy think tank, with a client base that includes family offices, private banks, investment banks, asset managers and regulators. As a vocal advocate of innovation through listening to the client and the adviser when developing business strategies, Seb’s driving passion is to help chart the future vision of the wealth management industry. Indeed, Scorpio Partnership is now the world’s pre-eminent client interview research firm, having conducted over 6,000 face-to-face research interviews with millionaires and billionaires across the globe and in the course of its history also interviewing almost twice that number of professional advisers.
In 2009 Seb steered the introduction of the world’s first dedicated global HNW online client panel – Futurewealth – which is now pioneering the understanding of what wealth needs next on a massive scale.
Robert Bunting – RSM Tenon
Robert is one of RSM Tenon Financial Management’s Senior Advisers having provided advice to High Net Worth clients for the last 12 years. Robert manages a number of relationships with Private Banks and also sits on the RSM Tenon Investment Governance and Oversight Board.
Clive Mackintosh MA, FCA – PRICEWATERHOUSECOOPERS LLP
Clive Mackintosh is a Senior Tax Partner at PwC and is leader of the Private Client practise. Clive joined PwC in 1980 from Oxford University, qualified as a Chartered Accountant in 1983 and became a Partner in 1992. He specialises in tax planning for international individuals and families. Clive advises on all areas of personal tax but in particular on residence and domicile issues, capital gains tax and inheritance tax as they effect individuals and trusts. Clive’s clients include some of the UK wealthiest individuals and families.
Awards
GLOBAL WEALTH MANAGER OF THE YEAR
This award is for the global wealth manager that offers all-round outstanding service and performance to its clients.
UK WEALTH MANAGER OF THE YEAR
This award is for the UK wealth manager that offers all-round outstanding service and performance to its clients.
BEST WEALTH MANAGER FOR INVESTMENTS
This award is for the wealth manager that readers of Investors Chronicle and the Financial Times believe offers its clients outstanding investment services.
BEST WEALTH MANAGER FOR ALTERNATIVE INVESTMENTS
This award is for the wealth manager that readers of Investors Chronicle and the Financial Times believe offers an outstanding alternative investments service. Alternative investments include non equity-based assets such as art and antiques and also equity-based investments such as structured products, hedge funds and private equity.
BEST WEALTH MANAGER FOR TAX
This award is for the wealth manager that readers of Investors Chronicle and the Financial Times believe offers outstanding advice on tax efficiency and tax efficient products, helping to save clients time and money.
BEST WEALTH MANAGER FOR INHERITANCE TAX AND SUCCESSION PLANNING
This award is for the wealth manager that readers of Investors Chronicle and the Financial Times believe offers outstanding inheritance tax and succession planning advice.
BEST BALANCED WEALTH MANAGER
This award is for the wealth manager that has delivered outstanding returns to clients in its balanced managed funds and has a clear and convincing strategy for delivering solid gains in the future.
BEST GROWTH WEALTH MANAGER
This award is for the wealth manager that has delivered outstanding returns to its growth investor clients and has a clear and convincing strategy for delivering growth in the future.
BEST INCOME WEALTH MANAGER
This award is for the wealth manager that has delivered outstanding returns to its income investor clients and has a clear and convincing strategy for generating income going forward.
BEST WEALTH MANAGER FOR CHARITIES
This award is for the wealth manager judged to deliver excellent service and performance to its charity clients.
BEST UK PRIVATE BANK
This award is for the UK private bank that the panel of judges and readers of Investors Chronicle and the Financial Times believe offers its banking customers outstanding tailored banking services.
Sponsors
PROFILE Software is a specialised financial solutions provider with offices in Switzerland, UK, South Europe and the Middle East, delivering for more than 20 years market-proven, state-of-the-art solutions to a growing number of customers in the Banking and Investment Management industries. PROFILE’s solutions enable Financial Institutions worldwide to align their business and IT strategies while providing the necessary agility to proactively respond to the ever-changing market conditions.
PROFILE’s investment management platform, its flagship product, IMSplus has helped Wealth Management Firms, Private Banks, Asset Managers and Family Offices to effectively improve their performance, streamline their operations and enhance their client service via its rich functionality, end-to-end, and modular solutions. IMSplus is completely configurable and is composed of a number of fully integrated modules. IMSplus users benefit from easy management of complex workflows, compliance rules and flexible reporting.
St. James’s Place Wealth Management offers a wide range of high quality wealth management services to individuals, businesses and trustees. It is an award-winning FTSE250 business with in excess of £29 billion funds under management, and is well established as one of the UK’s leading wealth management organisations. St. James’s Place specialise in meeting the financial needs of people who have created significant capital, or who earn higher incomes than average, and whose circumstances are therefore more complicated than most.
At the heart of the business is the St. James’s Place Partnership, which is the advisory channel for St. James’s Place Wealth Management. This brings together some of the most experienced, able, and highly-regarded professionals working in financial services today. Members of the St. James’s Place Partnership have on average 17 years’ experience in the industry and build long-term relationships founded on trust.
Partners
ARC is an independent, privately-owned investment consulting practice based in Guernsey. Formed in 1995, ARC works for a global client base of trustees, lawyers, investment managers and private clients and has proven expertise in assessing and monitoring investment structures and performance across the full range of asset classes.