Wealth Adviser Awards 2020 Reader Survey Question Title * 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 TeamContact details Name: Company: Company Email Address: Question Title * 2. Please could you identify the type of company you work within, or the most appropriate sector of the industry you fit into. Manager Institutional Investor Service Provider Other (please specify) Question Title * 3. Best Domestic Clients Team Name of team Contact information of team Short justification as to why you made this choice Question Title * 4. Best International Clients Team Name of Firm Contact information of Firm Short justification as to why you made this choice Question Title * 5. Best HNW team Name of Firm Contact information of Firm Short justification as to why you made this choice Question Title * 6. Best UHNW Team (Including Private Investment Offices) Name of Firm Contact information of Firm Short justification as to why you made this choice Question Title * 7. Best HNW Insurance Broker Name of individual Contact information Short justification as to why you made this choice Question Title * 8. Best HNW Insurance Company Name of individual Contact information Short justification as to why you made this choice Question Title * 9. Best HNW Investment Platforms Name of individual Contact information Short justification as to why you made this choice Question Title * 10. Best Wealth Planning Team Name of Firm Contact information of Firm Short justification as to why you made this choice Question Title * 11. Best Boutique Wealth Manager Name of Firm Contact information of Firm Short justification as to why you made this choice Question Title * 12. Best Private Client Investment Manager Name of Firm Contact information of Firm Short justification as to why you made this choice Question Title * 13. Best Investment Product Provider Name of Firm Contact information of Firm Short justification as to why you made this choice Question Title * 14. Best Wealth Manager - Charities Name of Firm Contact information of Firm Short justification as to why you made this choice Question Title * 15. Best Wealth Manager - Balanced Portfolio Name of Firm Contact information of Firm Short justification as to why you made this choice Question Title * 16. Best Wealth Manager - Cautious Portfolio Name of Firm Contact information of Firm Short justification as to why you made this choice Question Title * 17. Best Multi-Family Office Name of Firm Contact information of Firm Short justification as to why you made this choice Question Title * 18. Best Wealth Manager - Growth Portfolio Name of firm Contact details for the firm Short justification as to why you made this nomination Question Title * 19. Best Wealth Manager - Income Portfolios Name of Firm Contact information of Firm Short justification as to why you made this choice Question Title * 20. Best Wealth Manager - Alternative Investments Name of Firm Contact information of Firm Short justification as to why you made this choice Question Title * 21. Best Law Firm - Family Name of Firm Contact information of Firm Short justification as to why you made this choice Question Title * 22. Best Law Firm - Tax and Trust Name of Firm Contact information of Firm Short justification as to why you made this choice Question Title * 23. Best Private Client Legal Team Name of Firm Contact information of Firm Short justification as to why you made this choice Question Title * 24. Best Tax and Accountancy Team Name of Firm Contact information of Firm Short justification as to why you made this choice Question Title * 25. Best Property Adviser Name of Firm Contact information of Firm Short justification as to why you made this choice Question Title * 26. Best Trust Team Name of Firm Contact information of Firm Short justification as to why you made this choice Question Title * 27. Best Technology Provider - Front Office Name of Firm Contact information of Firm Short justification as to why you made this choice Question Title * 28. Best Technology Provider - Transaction Processing Name of Firm Contact information of Firm Short justification as to why you made this choice Question Title * 29. Best Global Custodian Name of Firm Contact information of Firm Short justification as to why you made this choice Question Title * 30. Best International Wealth Management Centre Name of Firm Contact information of Firm Short justification as to why you made this choice Question Title * 31. Best Wealth Adviser Personality of the Year Name of individual Contact information Short justification as to why you made this choice Question Title * 32. Private Banking - Client Service Name of individual Contact information Short justification as to why you made this choice Question Title * 33. Private Banking - Innovation Name of individual Contact information Short justification as to why you made this choice Question Title * 34. Best Portfolio Management Technology System Name of individual Contact information Short justification as to why you made this choice Question Title * 35. Best Fund Administration Service Name of individual Contact information Short justification as to why you made this choice Question Title * 36. Best Reporting Solution Name of individual Contact information Short justification as to why you made this choice Question Title * 37. Best Philanthropic/Educational Initiative Name of individual Contact information Short justification as to why you made this choice Question Title * 38. Woman Advocate of the Year Name of individual Contact information Short justification as to why you made this choice Question Title * 39. LGBT Advocate of the Year Name of individual Contact information Short justification as to why you made this choice Question Title * 40. Where shall we send the results of this survey? Name Email address Done