Entry Process

Your Award entry is required in a PDF format. Your entry should follow a strict format and layout, to allow for systematic and consistent comparison across all entries by the Judges.

Please contact Kathryn Stokes on kstokes@paminsight.com or +44(0)7894 488 014 for further information.

Methodology

The eprivateclient Excellence Awards feature three classes of the leading organisations in each Award category: commended, finalist and winner. There is no limit to the number of firms which can be commended or be finalists, as the decision is based solely on merit, and sometimes there can be more than one winner. Equally, if the Panel decides that no firms have made a significant impact, a category may have no finalists and/or winner(s).

All entries delivered by the deadline are presented to members of the Judging Panel (the Panel). Each entry is considered by a category sub-committee which presents their recommendations to all other members of the Panel.

The Panel members review the entries and rank their individual preferences in ascending order, with 1 as the highest rank. The entrants are placed in order, starting with the lowest average score (the highest ranked firm).

This list is then presented to the Panel in a closed plenary session. The Panel debates the respective merits of the nominated firms and determines the (unlimited) number of finalists for each Award category.

The Panel then discusses and evaluates the list of finalists, from which it chooses a winner in each Award category.

Finalists & Winners

Finalists are announced in early September on eprivateclient. Winners are only announced at the Awards ceremony, with the results posted shortly thereafter on eprivateclient.

If you would like to attend the next eprivateclient Excellence Awards Ceremony & Gala Dinner, please contact Kathryn Stokes on kstokes@paminsight.com or +44(0)7894 488 014

Categories

The eprivateclient Excellence Awards entry process will begin in early January and culminates in the eprivateclient Excellence Awards dinner, which will take place in October. Details of the categories you can enter, together with the various dates you need to know, are shown below. To find out details of the categories you can enter, together with the various dates you need to know please email kstokes@paminsight.com

This award recognises family law firms that assist high net worth individuals with assets ranging from £2 million to £50 million in family law issues, including divorce, pre- and post-nuptial agreements and custody arrangements.
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Recognising law firms offering family law services for ultra high net worth individuals, this category focuses on excellence in handling complex and high value divorce, asset division, and custody matters.
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This award recognises independent investment consulting firms that provide objective and strategic guidance on investment solutions, helping clients to optimise their portfolios and achieve their objectives.
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This new category highlights firms specialising in residential property law, celebrating excellence in private client transactions, conveyancing, and compliance in the UK property market.
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This category recognises accountancy firms offering bespoke advisory services to high net worth clients with assets between £2 million and £50 million, often focusing on asset structuring and estate planning. 
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Recognising firms that cater to ultra high net worth individuals with assets exceeding £50 million, offering complex and sophisticated tax advisory services, often with a cross-border nature.
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This category recognises law firms specialising in private client services for individuals with assets between £2 million and £50 million, focusing on tailored personal legal solutions, including in estate planning and structuring.

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Recognising law firms that excel in advising ultra high net worth clients with assets over £50 million, this category highlights expertise in complex and high value personal legal matters, including succession planning and asset preservation.
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This award recognises non-owner managed private client trust companies that offer essential trust and estate management services, ensuring compliance and effective asset administration. Firms are deemed non-owner managed if the current management team owns less than 50 percent of the business.
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Recognising owner managed client trust companies – defined as those that are over 50 percent owned by the current management team - this category recognises those businesses that excel in bespoke client service and are committed to meeting the highest fiduciary standards.

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This new category recognises firms supporting clients in tax disputes and investigations, acknowledging their proficiency in navigating challenges with tax authorities and ensuring compliance.
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Recognising firms that provide cross-border tax advisory services for those HNW and UHNW clients navigating the complexities of both the US and UK jurisdictions.

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More information regarding the criteria for these categories is available on request.