Categories
The eprivateclient Excellence Awards entry process will begin in late October/ early November and culminates in the eprivateclient Excellence Awards dinner, which will take place in June. Details of the categories you can enter, together with the various dates you need to know, are shown below. To find out details of the categories you can enter, together with the various dates you need to know please email kstokes@paminsight.com
- Private Client Law Firm (Boutique)
- Private Client Law Firm (Full Service)
- Family Law Firm (Boutique)
- Family Law Firm (Full Service)
- Offshore Law Firm (Multi-Jurisdiction)
- Private Client Accountancy Firm (Full Service)
- Private Client Accountancy Firm (Boutique)
- Private Client Trust Company (Listed, Bank or PE owned)
- Private Client Trust Company (Independent)
- Investment Consulting Firm (Independent)
More information regarding the criteria for these categories is available on request.
Entry Process
Your Award entry is required in a PDF format. Your entry should follow a strict format and layout, to allow for systematic and consistent comparison across all entries by the Judges.
Please contact Kathryn Stokes on kstokes@paminsight.com or +44(0)7894 488 014 for further information.
Methodology
The eprivateclient Excellence Awards feature three classes of the leading organisations in each Award category: commended, finalist and winner. There is no limit to the number of firms which can be commended or be finalists, as the decision is based solely on merit, and sometimes there can be more than one winner. Equally, if the Panel decides that no firms have made a significant impact, a category may have no finalists and/or winner(s).
All entries delivered by the deadline are presented to members of the Judging Panel (the Panel). Each entry is considered by a category sub-committee which presents their recommendations to all other members of the Panel.
The Panel members review the entries and rank their individual preferences in ascending order, with 1 as the highest rank. The entrants are placed in order, starting with the lowest average score (the highest ranked firm).
This list is then presented to the Panel in a closed plenary session. The Panel debates the respective merits of the nominated firms and determines the (unlimited) number of finalists for each Award category.
The Panel then discusses and evaluates the list of finalists, from which it chooses a winner in each Award category.
Finalists & Winners
Finalists are announced in early May on eprivateclient. Winners are only announced at the Awards ceremony, with the results posted shortly thereafter on eprivateclient.
If you would like to attend the next eprivateclient Excellence Awards Ceremony & Gala Dinner, please contact Kathryn Stokes on kstokes@paminsight.com or +44(0)7894 488 014
Judging Panel
- James Anderson, Founder & Editor-in-Chief, PAM Insight
- Sarah Allatt, Head of Wealth Planning UK and Jersey, UBS Wealth Management
- Ben Chance, Partner & Head of Private Office, LGT Wealth Management
- Carl Darnill, Head of Advisory Intermediaries, Coutts & Co
- Jeremy Franks, Head of Wealth Planning and Advisory, HSBC Global Private Banking
- James Gladstone, Head of Wealth Planning, Cazenove Capital
- Vikash Gupta, Co-Founder and CEO, VAR Capital Limited
- Quentin Holland, Social Entrepreneur
- Martina Iannotti, Co-Head of Financial Planning, James Hambro & Partners
- Fella Khelifi-Arnulphy, Head of UK Advisory Solutions, EFG Private Bank
- Drew McNeil, Head of Client Relationships, Wren Investment Office
- Victoria Nahmany, Head of Wealth Planning Europe, Pictet & Cie
- Jennifer Ollerenshaw, Head of Wealth Planning UK, Lombard Odier
- Maya Prabhu, Managing Director, J.P. Morgan Private Bank
- Katie Royals, Managing Editor, PAM Insight
- Will Sidery, Senior Editor, PAM Insight
- Ben Stern, Partner and Head of Family Office Services, Lincoln Private Investment Office
- Wendy Walton, Business Coach and Consultant