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