Top 25 Most Admired Companies - Appleby

www.eprivateclient.comFebruary 2011in association with Sarasin & Partners and Guernsey Finance

top 25 most admired companiesForewordTristan BlytheGroup Editor,PAM InsightWelcome to the special report celebrating the Private ClientPractitioner Top 25 Most Admired Companies.The Private Client Practitioner Top 25 Most Admired isthe culmination of our Top 25 rankings of private clientfirms within the UK, and the Crown Dependencies,published early last year.The Top 25 Law Firms, Accountancy Firms, TrustCompanies and IFA Companies were all based on empirical data, which established whowere the biggest and best within their sector. The Top 25 Most Admired however, showswhich of these firms are most highly rated by their peers and the wider wealthmanagement profession.The Top 25 Most Admired Companies is made up of firms from across the fourprofessions initially ranked. This shows that excellence can be found in all areas of privateclient work, as well as both the UK onshore and offshore communities.These are the firms that shape the private client professions and drive forwardimprovements in the way clients are served.Competition for the accolade was fierce, so it is a real achievement to make it onto thefinal list. I would like to congratulate the firms that have been named as the mostadmired. This is recognition of their professionalism and client serviceSarasin & Partners are delighted to sponsor the Top 25 Most AdmiredCompanies. We congratulate everyone concerned on their endeavours.We all aim to achieve excellence in our particular field ofspecialisation. By doing this we can then work with specialists fromother fields to obtain the best overall wealth management solutions forour clients. The requirements of our clients are rapidly changing inline with economic circumstances, changing legislation as well asfamily and personal commitments. It is our constant endeavour as acommunity to respond to these challenges on behalf of our clients in a timely andproactive manner, but it is not easy!At Sarasin & Partners, our expertise is in investment management. We manage£12.5 billion for private clients, trusts, charities and pension funds using all themajor asset classes and drawing extensively on our global research capability. Manyof our clients are also advised by the companies that have been recognised in theTop 25 Most Admired. We are pleased to have established links with thesecompanies and look forward to exploring avenues with the others in order to fulfilour clients’ overall objectives.We wish everyone continuing success.Lucinda HarrisPartner,Sarasin & PartnersPlease note that the value of shares and the income from them can fall as well as rise and youmay not get back the amount originally invested. This can be as a result of marketmovements and also of variations in the exchange rates between currencies. Sarasin &Partners LLP is authorised and regulated by the Financial Services Authority.www.eprivateclient.comPrivate Client Practitioner | Top25 Most Admired Companies Report 20111

top 25 most admired companiesMethodologyThe Top 25 Most Admired Companiesbegan with an open call for nominationson www.eprivateclient.com and sisterwebsite www.thewealthnet.com. All100 firms that had been ranked, usingempirical data, as part of the Top 25series of rankings for law firms,accountancy firms, trust companies andIFA companies were eligible fornominations. Once the period was overthe final list of the Top 25 MostAdmired was drawn up. The judgingprocess took into account both thequality and quantity of nominations aswell as PAM Insight’s extensiveknowledge of the private clientprofessions and wider wealthmanagement sector.ApplebyTim Fairesgroup head -private client &trusts, partner,ApplebyAppleby, a provider of offshore legal,fiduciary and administration services,opened a new office in Guernsey in thefirst half of 2010.The group now has a total of 81 partners,215 lawyers and over 800 staff dividedbetween 12 offices worldwide.Timothy Faries, group head, private client& trusts, partner, Appleby, feels that thefirm is “admired” for its “unique globalfootprint”.“We are the only offshore firm to offerservice not only in eight key offshorejurisdictions.“This illustrates our capacity to offerclients unparalleled access to legal, fiduciaryand administration services within multiplejurisdictions from which to facilitate theirinternational deals and transactions.”Mr Faries added: “Although Applebylawyers and professional specialists arecapable of providing more expertise forcertain services in particular jurisdictions,this knowledge is easily translated to otherjurisdictions, where we have the localknowledge for dealing with the legal,regulatory and cultural challenges. As aresult, Appleby is able to advise globalpublic and private companies, financialinstitutions and high net worth individuals,working with them and their advisers toachieve practical solutions, whether in asingle location or across multiplejurisdictions.”Gerry Williams,chief executive,ArdelFormally Bachmann Group, the firmrebranded to Ardel Holdings in August2010 as part of the management buyoutprocess, which has seen around 40 of itssenior management team becomeshareholders in the trust company.Chief executive of Ardel, GerryWilliams said that whilst the change inidentity is “essential” to take the companyforward, “continuity and the ongoingprovision of client service areparamount”.StephenKavanagh,chief executive,AWD Chase deVereIndependent financial adviser AWDChase de Vere says that making the Top25 Most Admired is a greatachievement, as it shows how far thefirm has come in two years.“The recognition is fantastic for thefirm as a whole, bearing in mind whereit’s come from in the past couple ofyears. It's another ridge on the progressthat is being made within the company.We see it internally, but it’s now actuallybeing recognised externally too. Itmaybe means more for to us because aArdel TrustHe added: "Following the MBO ourgoal is to grow the business throughacquisitions and expansion into newjurisdictions in 2011. We believe that weare well placed to take advantage of whatwe see as significant opportunity in anever changing marketplace. We lookforward to the challenges that lie ahead.According to Mr Williams, the firm is'admired' for being "client focussed andworking hard at all levels of our businessto provide first class service".The Ardel group of companies currentlyhas around 100 employees in Guernseyand has offices in the UK, Geneva andNew Zealand.AWD Chase de Verecouple of years ago AWD Chase de Verewould not have been in that position,”said Patrick Connolly, headof communications at AWD Chasede Vere.The company currently generates twothirds of its revenue from private wealthand plans to grow further in 2011.“We have come from being in not agreat position two years ago to making aprofit in 2009, to increasing that profitby around 500 percent in 2010. We willcontinue to grow profits in 2011, as wellas the number of advisers, and we arepositioned and positioning ourselves forthe RDR,” added Mr Connolly.2 Top25 Most Admired Companies Report 2011 | Private Client Practitionerwww.eprivateclient.com

top 25 most admired companiesBaker & McKenzieInternational law firm Baker & McKenziehas been on the expansion trail over the last12 months.The firm made several new hires andpartner promotions around the world in2010, and opened an office in Luxembourg,its 68th location and 40th countryworldwide.But what does 2011 have in storefor the firm?Ashley Crossley, partner, chair of Europe& Middle East wealth management andjoint head of private client said: “We planBedell TrustIndependent trust company Bedell Trust ispart of the Bedell Group, which alsocomprises law firm Bedell Cristin.Nick Cawley, chief executive,Bedell Trust and Michael Richardson,executive chairman of Bedell Trustsaid that the Top 25 Most Admiredaccolade gives the firm “anotherreason to celebrate” its 40 year anniversary.The company, one of Jersey’s longeststandingplayers, prides itself on itsindependence and “strong brand”.Following the launch of Bedell Cristin(Mauritius) Partnership in November 2010,Brooks MacdonaldFinancial ConsultingIndependent financial advisory firmBrooks Macdonald Financial Consultingmarks its 20th anniversary in 2011, and thefirm said it is "delighted to be named oneof the Top 25 Most Admired companies"."We hope we are admired for manythings, but most important to us and toour clients is our emphasis on putting theirneeds first. What we do for our clients isdriven solely by the principles of an advicedrivenservice built on integrity. Our lowclient to adviser ratio facilitates a servicewhich defines clients by name rather thannumber and ensures completeAshley Crossley,joint head ofprivate client,Baker & McKenzieto continue our growth in Russia/CIS andthe Middle East and to build on theexcellent reputation we have in thesemarkets for cross-border wealthmanagement structuring. We are also goingto pursue further our Hong Kong andSingapore strategy for wealth managementclients and financial institutions operatingin the region.”(l) Nick Cawley,CEO of Bedell Trustand (r)MichaelRichardson,executive chairmanof Bedell Trustthe company plans to open a trustoperation in Mauritius in 2011.“We will also be installing a newadministration system and a separatesystem dedicated to the fundadministration business line. Thesebest-of-breed IT systems will furtherimprove our client service delivery,” saidMr Cawley and Mr Richardson.Nick Lawes,managing director,Brooks MacdonaldFinancialConsultingindependence from product providers,"said Nicholas Lawes managing director ofBrooks Macdonald Financial Consulting.Through 2011 and into 2012 the firmintends to continue attracting new clientswho its independent client facing service,preparing for the arrival of RDR inJanuary 2013 and continuing to expand itsnetwork of fellow professionals from thelegal, accountancy and fund managementworlds.Charles RussellRobert Partridge,partner,Charles RussellLike many private client law firms CharlesRussell has a long history. It can trace itsroots back to 1891.The firm became a Limited LiabilityPartnership in May 2005, offers servicessuch as tax, succession planning, wealthstructuring, philanthropy and BritishVirgin Islands legal advice.Robert Partridge, partner at CharlesRussell, said that the firm is “thrilled” to beone of the six law firms named as a Top 25Most Admired Companies.“We have always been very proud of ourprivate client team here at Charles Russell- we have one of the largest team in theUK and, we like to think, one of the verybest. We are delighted to be gainingincreasing recognition in the marketplacefor the strength and depth of our team.”Mr Partridge said that the firm hasgrown “significantly” to cater for anincrease in workload, and it plans to growagain in 2011.“We are fortunate that the private wealthsector is strategically important for thewhole firm, and we plan to build furtheron the firm's private wealth focus in 2011,so that Charles Russell is increasinglyrecognised as a natural choice forsophisticated UK and international clientswho want to use a full service law firm thatcan handle all of their private wealthneeds,” he said.www.eprivateclient.comPrivate Client Practitioner | Top25 Most Admired Companies Report 20113

top 25 most admired companiesGrant ThorntonAccountancy firm Grant Thornton isinvesting in its private client business. Ittold eprivateclient in December 2010 thatit is looking to double the size of its privateclient practice in London over the next 3 to5 years, under the leadership of new privateclient head in London, Craig Kemsley."It’s a great brand, it’s a great privateclient practice in London, and we haveplans for it in terms of growing thepractice," said Mr Kemsley, who joined thefirm in July 2010.The firm is actively recruiting, and MrKemsley said that it is looking at bothInvestec TrustInvestec Trust is “honoured” to have beenselected for the Top 25 Most Admired. “Itis always gratifying to receive publicrecognition from our industry peers andbusiness partners,” said Paul Douglas,managing director of Investec Trust(Switzerland).Mr Douglas added: “During 2010 weconsolidated our operation andsimultaneously reviewed the direction ofthe trust industry. With the benefit of thisprocess, we intend to implement someexciting initiatives in 2011 to cement ourKingston SmithChartered accountancy firm KingstonSmith LLP provides a full range ofservices to entrepreneurial businesses, notfor-profitorganisations and individualclients. Through its many years ofexperience dealing with owner-managedbusinesses, the firm claims to understandhow entrepreneurs think and the stages inwhich their businesses develop.As a result, in addition to audit andCraig Kemsley,partner and headof private client,London,Grant Thorntonjunior and senior level hires.Eric Williams, partner and nationalhead of private client added that with thecurrently financial climate being like it is,private client work is a “significantoperation and very stable contributor inthe recession - far more resilient thancooperate work, which has become lessprofitable due to a smaller number oftransactions.”Paul Douglas,managing directorof Investec Trust(Switzerland)position as a leading provider in thefiduciary industry.”Based in six locations – Guernsey, Jersey,Mauritius, Johannesburg, Cape Town andGeneva – the company believes that itsculture embraces entrepreneurialism, energyand enthusiasm. It will act as trustees forboth usual and unusual structures,considering all types of assets.Paul Spindler,head of privateclient,Kingston Smithaccounting work, the firm has built upa wide range of specialist services fromseven offices in London and the southeast to support its clients. It offersadditional services through its subsidiarybusinesses.KPMGDavid Kilshaw,chair of privateclient,KPMGAccountancy firm KPMG believes thatserving private clients internationally is theway forward.“I think that to have a successful privateclient practice in UK is getting increasinglydifficult because of regulation and tax laws.Clients are getting international and I thinkyou’d be very short sighted if you didn’trealise that in the next 10 years the world isgoing to change, and we need to changewith it," David Kilshaw, partner and chairof private client at KPMG toldeprivateclient.In order to serve this increasing demandand drive this international expansion, thefirm has recently employed Russian andCIS tax specialist, Bob Savic to lead itsoperations in Russia, as that is where itfeels there is wealth to be serviced.Mr Kilshaw said that making the Top 25Most Admired Companies is “great, asindustry recognition is massively importantand our private client team is very proud torub shoulders with those on a very bluebloodedlist”.He added that the firm is “very marketfocused”and excited by its domestic andinternational plans in 2011.“We see great opportunity in the familybusiness space. Last year we held ahugely successful ‘Next Generation’summer school and we’ll be doing thatagain this year. As for being admired,we will work hard and listen. There’s alot of helpful guidance out there and youearn peer respect by working with otherexcellent people.”www.eprivateclient.comPrivate Client Practitioner | Top25 Most Admired Companies Report 20115

top 25 most admired companiesMacfarlanesJonathan Conder,partner and headof private client,MacfarlanesLondon-based law firm Macfarlanes has ahistory dating back to 1875, but becameknown as Macfarlanes in 1962.Individual clients, business owners andfamilies, as well as international clients,have always been at the heart ofMacfarlanes’ practice. It has no officesoverseas, so services all of its clientsfrom London.Head of Macfarlanes’ private clientteam, Jonathan Conder recently toldeprivateclient that the team isexperiencing an increase in business fromnon doms who are moving to the UKagain, and the fact that it hasinternational experience without havingan international network, sometimescomes as an advantage.For instance, the team recently picked upa large client due to separate referrals by aSwiss lawyer and a US lawyer. If the firmhad been present in these markets, thelawyers may have been less eager to passwork to the team, suggested Mr Conder.Philip Le Cornu,head of privatewealth,OgierOgier Private Wealth is the trustbusiness of Channel Islandsheadquartered law firm Ogier.Phil Le Cornu, partner and head ofPrivate Wealth at Ogier said that “to berecognised by peers and intermediariesamongst such strong competition is atremendous compliment to OgierPrivate Wealth”.He added: “It is difficult to know withcertainty what others admire about thefirm, but we strive to be the leadingindependent provider of integrated legaland fiduciary services, and we providethose services to the major internationalfinance centres under the laws of theClive Mackintosh,tax partner andhead of privateclient,PwCFormally known asPricewaterhouseCoopers, PwC rebrandedin October 2010 and shortened its logo toits current form, in order to "strengthenand modernise" how it represents itsworldwide network to clients, its peopleand the communities in which it operates.The firm’s private client service isdedicated to providing integrated businesssolutions to entrepreneurs, ownermanagedand family businesses.“We invest in private clients as they areOgier Private Wealthmajor offshore jurisdictions. Thatpartner-led strategy and the peopledelivering the strategy is what I wouldlike to think people have admired.”Towards the end of 2010 the firmemployed Nick Wakefield to head up itsnew investment services offering, whichwill help trustees in assessing the riskswhen appointing investment managers.And according to Mr Le Cornu, thecompany plans to do even more in 2011.“The major initiatives will be to allowclients secure online access to agreeddocumentation and to bring an enhancedinvestment monitoringservice in-house. Also, we developeda dedicated family office team in2010 and we will be aiming todeliver a very bespoke service toa growing number of families throughthat team in 2011.”PwCan interesting and profitable client base towork with,” Clive Mackintosh, head ofUK private client practice at the firm toldeprivateclient.Mr Mackintosh believes that being partof the wider PwC group is “hugelybeneficial” to private clients as the firm isable to bring a range of “differentperspectives” to the client. It also enablesthem to access the firm’s internationalnetwork.He added that PwC is able to offerinternational advice to ensure clients arefully compliant with all their internationaltax requirements, but also that they donot pay more tax than they need to.6 Top25 Most Admired Companies Report 2011 | Private Client Practitionerwww.eprivateclient.com

top 25 most admired companiesRawlinson & HunterAccountancy firm Rawlinson & Hunterspecialises in financial and taxationadvice. Its network of offices stretchesfrom the headquarters in London toNew Zealand, through the ChannelIslands, Switzerland, Bermuda, theCaribbean and Australia. The firm says itbelieves its work should maximise “thebenefits that wealth can bring, byprotecting it and allowing it to do whatit was always supposed to do - to beRBC WealthManagementRBC Wealth Management says thatmaking the Top 25 Most Admired is a“fantastic reflection on the development ofits trust business in the British Isles overthe last five years”.“The business benefits from a very strong,experienced and capable team ofprofessionals who have successfully focusedon serving our clients to help them meettheir wealth planning objectives. We havealso successfully completed two acquisitionssince 2005 which have added to thetransformation of RBC's British Isles Trustbusiness into a leader in its field,” saidSteve Romeril, head of trust, British Isles,Saffery ChampnessEstablished in 1855, Accountancy firmSaffery Champness believes that it isadmired because it doesn’t try to be “allthings to all people”.James Sykes, head of the privatewealth & estates group said: “We have aclear focus on private wealth and landedestates, and our expertise in these areas,amassed over our 155-year history,means that we are clear leaders in thesesectors. Whilst we are a thoroughlymodern, fast-paced firm, we believe intraditional values such as honesty,accuracy and integrity, and ensure thatpartners are genuinely hands-onFrances Stephens,tax partner andhead of trust andwealth services,Rawlinson &Hunterenjoyed by the individuals who own it”.In 2010 Rawlinson & Hunter promotedPhil Collington, who is one of PrivateClient Practitioner’s Top 35 Under 352010, and Chris Hawley to directors inthe UK.Steve Romeril,head of trust,British Isles,RBC WealthManagementRBC Wealth Management.The firm is international and also pridesitself as being a bank-owned trust whichbehaves like an independent."We offer the strength and stability ofCanada's leading financial institution, oneof the top 20 banks in the world, whilstproviding an open architecture frameworkto clients that enables us to work with ourclients and pick the best and mostappropriate solutions available in themarket with them,” added Mr Romeril.James Sykes,head of privateclient,SafferyChampnessthroughout client engagements. Weinvest in our people and understand thatgood people attract both good work andother top-notch staff.”The group has particular expertise indealing with the financial and tax affairsof trusts, property owners, entrepreneursand family-owned businesses and is aprovider of offshore structures andservices through its Guernsey office.Smith & WilliamsonJoss Dalrymple,director andnational head ofprivate client taxservices,Smith &WilliamsonSmith & Williamson says that it can helpindividuals from all walks of life and thosewith specific sector interests with all of thetax issues they face.In December 2010, the firm promotedhead of private client tax Joss Dalrymple tonational head of private client tax services(PCTS) in order to coordinate its familyoffice offering, as private client work is“core” to Smith & Williamson, accordingMr Dalrymple.He added: "2010 has been good for usand we hope to do even better in 2011.However, we are fully aware that with evercloser scrutiny from HMRC and volatilityin the economy, the road ahead may not besmooth. We will continue to focus on thecore requirements of a quality serviceprovided by a tightly integrated and clientfocusedteam."The firm also works closely with otherpractices within Smith & Williamsongroup, such as its investment managers,financial planners and pensions specialistswhich it says “complement and enhance”the advice it can offer.www.eprivateclient.comPrivate Client Practitioner | Top25 Most Admired Companies Report 20117

top 25 most admired companiesSpeechly BirchamJohn Ward,partner and headof private client,Speechly BirchamLondon law firm Speechly Birchamemploys 240-lawyers and advises privateclients on everything from propertytransactions to disputes tax and trustsadvice.The firm said that it “welcomes” the Top25 Most Admired Companies accolade asan “independent acknowledgement of itsposition in the marketplace”.“Feedback from our clients and the legaldirectories tells us that we are known inthe market for delivering cutting edge,cost-effective solutions that take ourclients’ broader concerns into account,whether those concerns are around privatewealth, family or business issues,” said JohnWard, head of private client at SpeechlyBircham.The firm's clients include directors ofleading companies; entrepreneurs in theproperty, media and financial servicessectors, members of the UK and foreignroyal families, as well as many otherindividuals in The Sunday Times andForbes Rich Lists.In 2010 it helped supermodel ElleMacPherson win her case against theliquidated Isle of Man bank KaupthingSinger & Friedlander (KSF).Mark Buzzoni,partner and headof private client,Taylor WessingLondon law firm Taylor Wessing hasalready expanded its private clientdepartment with six new associate hires in2011. The firm said that it needed toincrease its staff numbers in order toservice the “increasing flow of business”.Mark Buzzoni, head of private client inthe UK, said: “I think we are admiredbecause we have a team fully able to dealwith the most complex and challengingtrust and tax work, but also sit within afirm which can service all of the needs of amodern wealthy family with assets andAndrew Fisher,chief executive,TowryLike a couple of other firms on the list,Towry also rebranded in 2010, droppingthe “Law” part of its name.The wealth adviser offers fee based,independent financial advice andindependent investment managementservices to private individuals, withinvestable assets in excess of £100,000.Towry’s vision is to become the UK'sTaylor Wessingfamily members in different jurisdictions,and with a need for services in relation tocorporate matters, reputation management,immigration, commercial and residentialproperty, super yachts and numerous otherareas which go beyond the traditionalprivate client services.”In 2011 Taylor Wessing wants to“continue to expand” its team whilst“continuing to drive up quality”, accordingto Mr Buzzoni.“Whilst 2010 has been a period ofchange for us, we expect all of our recruitsto be in place in 2011 and to really benefitfrom this enhanced offering; at the sametime, we are putting still greater effort intothe synergies with the wider business andour overseas offices.”Towryleading provider of wealth advice, andmaking the Top 25 Most AdmiredCompanies ranking “is a furtherendorsement that it is on its way” toachieving this, according to Andrew Fisher,chief executive of Towry.“We are delighted to be recognised forour professional fee-based approach toproviding wealth advice, coupled with ourstrong business disciplines and processes,”he said.The business employs approximately 750people in more than 20 offices across theUnited Kingdom.John Riches,partner,WithersGrowing demand for global high net worthservices has prompted international lawfirm Withers to open an office in Zurich.The firm, which already has an office inGeneva, said that it is representing aWithersgrowing number of individuals andorganisations from Russia, EasternEuropean and Israel, many of whomgravitate towards Zurich as the financialcentre of choice for both their corporateand individual needs.Withers also has offices in BVI, London,Milan, New York, New Haven, Greenwich,and Hong Kong.8 Top25 Most Admired Companies Report 2011 | Private Client Practitioner www.eprivateclient.com

eception the night beforeMark Fairbanks Smith, partner at Sarasin &PartnersAdrian Relph, director, trust & corporate at LegisGroup; Nicola Roberts, tax director at Deloitteand one of Private Client Practitioner's Top 35Under 35 2010; and Steve Bougourd, associatedirector at Legis GroupChris Wilkinson, private client partner at CrippsHarries Hall; Myles Macintosh, head of privateclients at Cripps Harries Hall; and JamesMartingale, global head of investor services atEquity TrustOn Thursday 27 January, 2011 PAM Insight held a Louis Roedererchampagne reception at Bonhams auctioneers for 140 private clientpractitioners, all drawn from the four separate Top 25 initiatives for Lawand Accountancy firms, Trust companies and fee based IFAs. The Top 25Most Admired Companies from the 100 were announced onwww.eprivateclient.com the following day and onwww.thewealthnet.com the following week.www.eprivateclient.comPrivate Client Practitioner | Top25 Most Admired Companies Report 20119

eception the night beforeEric Williams, nationalhead of private client atGrant Thornton; TonyRisorto, Barclays WealthAdvisory; Craig Kelmsey,head of private clients inLondon at Grant Thornton;and Guy Quigley, head ofbusiness development atButterfield TrustSam Jeffries, partner at Sarasin & Partners; andPaul Douglas, managing director at Investec Trust(Switzerland)Wilson Cotton, director, private client tax servicesat Smith & Williamson; Francesca Lagerberg, headof tax at Grant Thornton; and Dani Glover,director, personal financial planning at Smith &WilliamsonTristan Blythe, group editor of PAM Insight;Len Steppings, private client consultant atWhiting & Partners; and Graham Cross, managingdirector of Helm GodfreyCharles-Henry Courtois, head of internationaltrust and wealth structuring at Merrill Lynch; andUrooj Alam, vice president of trust and wealthstructuring at Merrill Lynch10 Top25 Most Admired Companies Report 2011 | Private Client Practitionerwww.eprivateclient.com

eception the night beforeFran Snoding, trust directorat Intertrust; Helen Jones,tax partner at BDO; andAlan Binnington, trustdirector at RBC WealthManagementTom Hewitt, private client partner at Burges Salmon;and Robert Partridge, head of private client atCharles RussellClaire Archer, private client partner at Penningtons;and Peter Greswold, partner at WrigleysCeris Gardner, partner atMaurice Turnor Gardner;James Anderson, founderand editor-in-chief, PAMInsight International; andJoss Dalrymple, directorand national head ofprivate client tax services,Smith & Williamson.www.eprivateclient.comPrivate Client Practitioner | Top25 Most Admired Companies Report 201111

eception the night beforePolina Khoroshilova, reporter at thewealthnet;and Iain Johns, managing director at Equity TrustAlison Meek, partner at Harcus Sinclair; andNicholas Lawes, director at Brooks MacdonaldFinancial ConsultingRhoddy Voremberg, partner at Farrer & Co; andMichael Stanford-Tuck, local group head ofprivate client and trusts at ApplebyRichard Bertin, managing partner of AsquithPartners; and Lee Robertson, chief executive ofInvestment QuorumCaroline Jarvis and Lisa Cornwell, executives atKleinwort Benson TrustEd Hicks, managing director of PAM Insight12 Top25 Most Admired Companies Report 2011 | Private Client Practitionerwww.eprivateclient.com