Please find further details and disclaimers regarding our awards.

STEP
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 UHNW Client Service Quality Award are set by the PAM judges and are (a) relationship management; (b) product and service delivery; (c) reporting; (d) communication; (e) transparency; and (f) talent management. The criteria for the Quality & Clarity of Reporting - Non-Custodian Award is also set by the PAM judges and are content, transparency & risk, online access, design and presentation quality and suitability to client needs.

Citywealth
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 include (a) firm growth; (b) firm structure; (c) client retention rates; (d) investment performance; and (e) leadership and vision.

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 include (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.

WealthBriefing
Following a public call for nominations via the WealthBriefing website and from firms who completed award applications, the WealthBriefing judges shortlist nominees for each award. The judging panel is made up of trusted advisers and the criteria for awards include (a) independence and integrity; (b) genuine insight; (c) key metrics of the business; and (d) a clean regulatory track record.