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* 1. Dear Reader,

We are conducting a survey of the Wealth Adviser readership to assess the Best Wealth Managers and Service Providers including Trust Companies, Law & Accounting Firms during 2019 in a range of categories covering the entire wealth management space.

Managers and Service Providers are welcome to nominate their own companies/firms - with relevant justification.

The results from this survey will be presented in aggregate and all individual answers to this survey will be confidential. The awards represent a key marketing opportunity for winners, who will be awarded their prizes at an awards ceremony on the 22nd April 2020, which will be held in London.

Winners will be decided on a majority vote per category.

Please make your nominations by completing this survey.

The deadline for nominations is 27th March 2020.

We look forward to sharing the results of this survey with you soon.

Regards,

The Wealth Adviser Team


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* 2. Please could you identify the type of company you work within, or the most appropriate sector of the industry you fit into.

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* 3. Best Domestic Clients Team

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* 4. Best International Clients Team

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* 5. Best HNW team

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* 6. Best UHNW Team (Including Private Investment Offices)

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* 7. Best HNW Insurance Broker

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* 8. Best HNW Insurance Company

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* 9. Best HNW Investment Platforms

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* 10. Best Wealth Planning Team

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* 11. Best Boutique Wealth Manager

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* 12. Best Private Client Investment Manager

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* 13. Best Investment Product Provider

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* 14. Best Wealth Manager - Charities

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* 15. Best Wealth Manager - Balanced Portfolio

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* 16. Best Wealth Manager - Cautious Portfolio

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* 17. Best Multi-Family Office

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* 18. Best Wealth Manager - Growth Portfolio

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* 19. Best Wealth Manager - Income Portfolios

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* 20. Best Wealth Manager - Alternative Investments

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* 21. Best Law Firm - Family

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* 22. Best Law Firm - Tax and Trust

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* 23. Best Private Client Legal Team

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* 24. Best Tax and Accountancy Team

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* 25. Best Property Adviser

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* 26. Best Trust Team

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* 27. Best Technology Provider - Front Office

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* 28. Best Technology Provider - Transaction Processing

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* 29. Best Global Custodian

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* 30. Best International Wealth Management Centre

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* 31. Best Wealth Adviser Personality of the Year

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* 32. Private Banking - Client Service

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* 33. Private Banking - Innovation

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* 34. Best Portfolio Management Technology System

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* 35. Best Fund Administration Service

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* 36. Best Reporting Solution

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* 37. Best Philanthropic/Educational Initiative

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* 38. Woman Advocate of the Year

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* 39. LGBT Advocate of the Year

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* 40. Where shall we send the results of this survey?

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