A new initiative: Citywealth, LeadersList.co.uk private client rating award - for most private client reviews
Citywealth, the publishing and events company for wealth managers and private client advisors globally, is delighted to announce a first for the industry: an accolade to reward individuals with the most private client reviews on our industry directory the www.leaderslist.co.uk
Three winners for 2020 were:
LAW
Edward Bennett, Partner, Bedell Cristin, Jersey
He took the top prize for highest number of private client reviews in the private client legal sector.
https://www.leaderslist.co.uk/leaderslist/edward-bennett
TRUST INDUSTRY
Elliott Goodman, MD, Clermont Trust, Geneva
He took the top prize for the highest number of private client reviews in the trust industry.
https://www.leaderslist.co.uk/leaderslist/elliot-goodman
INVESTMENT MANAGEMENT
John Bell, Head of Portfolio Management
Cazenove Capital, Guernsey
He took the top prize for the highest number of private client reviews in the investment management industry.
https://www.leaderslist.co.uk/leaderslist/john-bell
Karen Jones, Editor, Citywealth and the Leaders List said about the initiative "As transparency of peoples affairs, property ownership, investments and transactions increases each year, we feel the time is right to reward advisors and managers who have asked clients, with £5 million above lifestyle, to review their services on our directory, publicly. The Leaders List is a recommended guide to the best wealth managers and private client advisors globally, to help charities and entrepreneurs understand who to approach for legal, tax and trust advice and thoughts on investing safely for future generations or for long term income. The industry has traditionally been discreet but the rise of search on phones has allowed a new model of selection to prevail or at the very least a new touch point for selection."
The Leaders List includes individuals who have been recommended and passed a two peer professional reference check, includes industry and editorial validation and is monitored by a team of editorial staff. Each advisor or manager is able to include for free a case study to explain their current work for families and entrepreneurs.
There is no charge to be included but there is a verification process.
https://www.leaderslist.co.uk/contact
Three winners for 2020 were:
LAW
Edward Bennett, Partner, Bedell Cristin, Jersey
He took the top prize for highest number of private client reviews in the private client legal sector.
https://www.leaderslist.co.uk/leaderslist/edward-bennett
TRUST INDUSTRY
Elliott Goodman, MD, Clermont Trust, Geneva
He took the top prize for the highest number of private client reviews in the trust industry.
https://www.leaderslist.co.uk/leaderslist/elliot-goodman
INVESTMENT MANAGEMENT
John Bell, Head of Portfolio Management
Cazenove Capital, Guernsey
He took the top prize for the highest number of private client reviews in the investment management industry.
https://www.leaderslist.co.uk/leaderslist/john-bell
Karen Jones, Editor, Citywealth and the Leaders List said about the initiative "As transparency of peoples affairs, property ownership, investments and transactions increases each year, we feel the time is right to reward advisors and managers who have asked clients, with £5 million above lifestyle, to review their services on our directory, publicly. The Leaders List is a recommended guide to the best wealth managers and private client advisors globally, to help charities and entrepreneurs understand who to approach for legal, tax and trust advice and thoughts on investing safely for future generations or for long term income. The industry has traditionally been discreet but the rise of search on phones has allowed a new model of selection to prevail or at the very least a new touch point for selection."
The Leaders List includes individuals who have been recommended and passed a two peer professional reference check, includes industry and editorial validation and is monitored by a team of editorial staff. Each advisor or manager is able to include for free a case study to explain their current work for families and entrepreneurs.
There is no charge to be included but there is a verification process.
https://www.leaderslist.co.uk/contact
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