Wealth Adviser Awards
The inaugural Wealth Adviser Awards, which recognised excellence among wealth managers and service providers including trust companies, law and accounting firms from the UK - and its offshore jurisdictions - Switzerland and the Caribbean, were presented at a lunch ceremony in London in March.
Uniquely, our awards are based on a 'peer review system' whereby our readers are invited to elect a 'best in class' in a series of categories via an online survey. Firms are also welcome to nominate themselves in any relevant category.
In each category, the firms with the most votes at the end of the voting period are subject to a final review by Wealth Adviser's Senior Editorial team.
The ceremony was covered extensively, along with profiles of the winning companies, in a Wealth Adviser Special Report, which was distributed globally to our readership.
Wealth Adviser Awards Categories
- Best wealth management firm for charities (UK)
- Best wealth management firm for balanced portfolios (UK)
- Best wealth management firm for growth portfolios (UK)
- Best wealth management firm for income portfolios (UK)
- Best wealth management firm for alternative investments (UK)
- Best wealth management firm (UK)
- Best wealth management firm for Jersey, Guernsey & Isle of Man
- Best wealth management firm for alternative investments from Jersey, Guernsey & Isle of Man
- Best global wealth manager
- Best private bank (UK)
- Best private bank from Jersey, Guernsey & Isle of Man
- Best private bank from Switzerland
- Best private bank from the Caribbean
- Best wealth adviser for tax (UK)
- Best wealth adviser for IHT & succession planning (UK)
- Best private client asset manager (UK)
- Best financial advisory firm (UK)
- Best private investment office (UK)
- Best technology vendor (Global)
- Best law firm (UK)
- Best family/matrimonial law firm (UK)
- Best offshore law firm (Jersey, Guernsey & Isle of Man)
- Best international law firm (Global)
- Best Caribbean law firm
- Best Bermuda law firm
- Best Swiss law firm
- Best Luxembourg law firm
- Best Maltese law firm
- Best trust company (UK)
- Best offshore trust company (Jersey, Guernsey & Isle of Man)
- Best Caribbean trust company
- Best international trust company (global)
- Best accountancy firm (UK)
- Best offshore accountancy firm (Jersey, Guernsey & Isle of Man)
- Best international accountancy firm
- Best international financial centre
Details of past winners and previous Awards Special Reports can be accessed via the links below...












