Posted on Jan 25, 2018

We are delighted to have been shortlisted in the Boutique Trust Company of the Year in this year’s Magic Circle Citywealth Awards.

The Magic Circle Citywealth Awards are held annually in Spring to find the best advisors and managers in the global industry. Entries can either be by nomination from the global industry or companies can also send in detailed submissions. All entries for each category are then shortlisted as finalists by a judging panel featuring 10 global industry experts. All voting is done online, which opens once the finalists have been announced.

An independent panel of industry judges determines the winners.

Additionally, the shortlist is published online and online voting is open until 15 April. The online vote carries the weight of one additional judge. Over 17,500 votes were received for the 2017 shortlist.

Companies are assessed on a wide range of criteria including:

Company growth and development
Number and size of client
Staff development and training strategy
Fiduciary expertise
Range of products/services
Innovative solutions to private client situations
Relationship management
Client retention
Leadership and vision

The winners will be announced on Wednesday 10 May at a black tie event at the Hilton, Bankside in London..

If you would like to vote for us, please click HERE.