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 CAUTIOUS WEALTH MANAGER
This award is for the wealth manager that has delivered outstanding returns to clients in its cautious managed funds and has a clear and convincing strategy for delivering solid gains in the future.

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.

BEST GLOBAL PRIVATE BANK
This award is for the Global 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.

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.

Dermot Callinan – KPMG LLP (UK)
Dermot is a partner in the KPMG tax practice and UK Head of Private Client. Dermot leads a team of 150 tax professionals, specialising in personal taxation planning and compliance, trust accounting and taxation. Dermot has advised on a number of significant transactions, floatations and management buyouts and his private client specialist knowledge is widely recognised. Dermot is a chartered tax adviser and member of the Society of Trust and Estate Practitioners with 25 years experience.

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.

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.