Awards disclaimer

STEP Private Client
Following a public call for nominations via the STEP website, to STEP members and from firms who completed award applications, the STEP judges shortlist up to five nominees per category. The STEP judging panel is made up of lawyers, trustees and accountants, assisted by a panel of experts made up of internationally renowned lawyers, accountants, financial advisers and trust companies. The criteria for its awards are set by the STEP judges and include demonstration of: (a) strong risk adjusted performance; and (b) attracting and retaining clients through excellent client experience, strong client communication and clarity and transparency, particularly in relation to fee structures and risk. CapGen sponsored the STEP Young Practitioner of the Year Award in 2017 and 2018.

PAM
Following a public call for nominations via the PAM website and from firms who completed award applications, PAM sub-committee’s for each award category present recommendations for award nominees to the PAM judges. The PAM judging panel is made up of lawyers, trustees, investment consultants and accountants. The criteria for the Client Service Quality — UHNW (£50m+) Award are set by the PAM judges and are: (a) approach to client service quality; (b) approach to and process for reporting; and (c) client experience, including the onboarding process, approach to specific individual requests, process for dealing with complaints and how client feedback informs the development of the service.

The PAM NextGen Leaders is based on PAM Insight’s experience and knowledge of who is rising to the top quickly, and why. An open call is made for nominations. Factors taken into account included the reputation or performance of the company that the nominee works for, feedback from senior executives, trajectory of promotion/​business development success and relative years of experience, and active involvement in promoting good organisational culture.

Citywealth
Magic Circle Awards: Following a public call for nominations via the Citywealth website and from firms who completed award applications, the Citywealth editor and judges shortlist nominees for each award. The judging panel is made up of lawyers, accountants and investment managers. The criteria for the Citywealth awards are set by the Citywealth judges and includes: (a) firm growth; (b) firm structure; (c) client retention rates; (d) investment performance; and (e) leadership and vision.

Brand Management & Reputation Awards: Following a public call for nominations via the Citywealth website and from firms who completed award applications, the Citywealth editor and judges shortlist nominees for each award. The online voting counts for ten percent of the vote, the judges vote counts for ninety percent of the final outcome.

Spear’s
Following a public call for nominations via the Spear’s website and from firms who completed award applications, the Spear’s editorial team and judges shortlist nominees for each award. The Spear’s judging panel is made up of lawyers, accountants and investment managers. The criteria for the UHNW Asset Manager of the Year are set by the Spear’s judges and includes: (a) outstanding returns and services to UHNW’s in the UK; and (b) specialising in managing investable assets in excess of £15 million in 2017 – 2018.

Clearview Publishing (including WealthBriefing and Family Wealth Report Awards)
Following a public call for nominations via the Clearview Publishing website and from firms who previously completed award submissions, the judges shortlist nominees for each award. The judging panel is made up of trusted advisers and the criteria for awards includes: (a) independence; (b) integrity; and (c) genuine insight.