Wealth Adviser Global Awards 2018 Survey - Reader Survey

wealthadviser reader survey

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* 1. Dear Reader,

Wealth Adviser 2018 Awards

We are conducting a survey of the Wealthadviser readership to assess the best wealth managers and service providers including trust companies, law & accounting firms during 2017 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 lunch in 17th May 2018, which will be held in London.

This survey will close at end of busines on 30th March.

We look forward to sharing the results of this survey with you soon.

Regards,

The Wealthadviser Team

Name:

Company:

Country:

Email Address:

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* 2. Please could you identify the type of company you work within, or the most appropriate sector of the industry you fit into.

Academic

Accountant

Bank

Broker

Consulting Firm

Exchange

Family Office

Fund Administrator / Service Provider

Fund Manager / Product Provider

Independent Financial Adviser

Institutional Investor

Journalist

Lawyer

Pension Plan

Private Bank

Public Relations Firm

Recruiter

Treasury Officer

Trust Company

Wealth Advisory Firm

Other

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* 3. Please nominate the best domestic clients team

Name of team

Contact information of team

Short justification as to why you made this choice

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* 4. Please nominate the best international clients team

Name of Firm

Contact information of Firm

Short justification as to why you made this choice

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* 5. Please nominate the best HNW team

Name of Firm

Contact information of Firm

Short justification as to why you made this choice

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* 6. Please nominate the best UHNW team (including private investment offices)

Name of Firm

Contact information of Firm

Short justification as to why you made this choice

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* 7. Please nominate the best wealth planning team

Name of Firm

Contact information of Firm

Short justification as to why you made this choice

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* 8. Please nominate the best boutique wealth manager

Name of Firm

Contact information of Firm

Short justification as to why you made this choice

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* 9. Please nominate the best private client investment manager

Name of Firm

Contact information of Firm

Short justification as to why you made this choice

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* 10. Please nominate the best investment product provider

Name of Firm

Contact information of Firm

Short justification as to why you made this choice

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* 11. Please nominate the best wealth manager - charities

Name of Firm

Contact information of Firm

Short justification as to why you made this choice

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* 12. Please nominate the best wealth manager - balanced portfolio

Name of Firm

Contact information of Firm

Short justification as to why you made this choice

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* 13. Please nominate the best wealth manager - cautious portfolio

Name of Firm

Contact information of Firm

Short justification as to why you made this choice

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* 14. Please nominate the best wealth manager - growth portfolio

Name of firm

Contact details for the firm

Short justification as to why you made this nomination

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* 15. Please nominate the best wealth manager - income portfolios

Name of Firm

Contact information of Firm

Short justification as to why you made this choice

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* 16. Please nominate the best wealth manager - alternative investments

Name of Firm

Contact information of Firm

Short justification as to why you made this choice

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* 17. Please nominate the best multi-family office

Name of Firm

Contact information of Firm

Short justification as to why you made this choice

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* 18. Please nominate the best marketing campaign

Name of Firm

Contact information of Firm

Short justification as to why you made this choice

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* 19. Please nominate the best brand launch

Name of Firm

Contact information of Firm

Short justification as to why you made this choice

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* 20. Please nominate the best law firm - family

Name of Firm

Contact information of Firm

Short justification as to why you made this choice

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* 21. Please nominate the best law firm - tax & trust

Name of Firm

Contact information of Firm

Short justification as to why you made this choice

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* 22. Please nominate the best law firm - defamtion & reputation

Name of Firm

Contact information of Firm

Short justification as to why you made this choice

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* 23. Please nominate the best private client legal team

Name of Firm

Contact information of Firm

Short justification as to why you made this choice

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* 24. Please nominate the best tax & accountancy team

Name of Firm

Contact information of Firm

Short justification as to why you made this choice

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* 25. Please nominate the best property adviser

Name of Firm

Contact information of Firm

Short justification as to why you made this choice

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* 26. Please nominate the best trust team

Name of Firm

Contact information of Firm

Short justification as to why you made this choice

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* 27. Please nominate the best technology provider - front office

Name of Firm

Contact information of Firm

Short justification as to why you made this choice

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* 28. Please nominate the best technology provider - transaction processing

Name of Firm

Contact information of Firm

Short justification as to why you made this choice

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* 29. Please nominate the best global custodian

Name of Firm

Contact information of Firm

Short justification as to why you made this choice

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* 30. Please nominate the best international wealth management centre

Name of Firm

Contact information of Firm

Short justification as to why you made this choice

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* 31. Please nominate the best wealth adviser personality of the year

Name of individual

Contact information

Short justification as to why you made this choice