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Home Business News Financial Services

Strong presence of Channel Islands in Citywealth Magic Circle Awards shortlist

March 27, 2024
in Business News, Financial Services, Guernsey News, Isle of Man News, Jersey News
Jennifer Le Chevalier
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The Channel Islands have again a strong presence amongst the shortlist of individuals and companies nominated for the prestigious Citywealth Magic Circle Awards 2024.

The awards, now in their eighteenth year and regarded as the Oscars of the finance world, recognise the best wealth managers and advisors in the private wealth industry, in particular those who invest money with charities, private families and foundations.

The following professionals and companies based in or with offices in the Channel Islands were singled out for their outstanding contributions:

Trustee of the Year

  • Jennifer Le Chevalier (pictured), Director, Private Wealth IQ-EQ
  • Naomi Rive, owner manager, Highvern
  • Sarah Jayne Bartram-Lora Reina, director, Stonehage Fleming Trust Holdings (Jersey) Ltd
  • Steve Gully, director, Alex Picot Trust
  • Vicky Stables, head of private client, Hawksford

Tomorrow Club Award

  • Sarah George, Rawlinson & Hunter, Jersey

Accountancy Firm of the Year

  • Rawlinson & Hunter LLP
  • Saffery

International Law Firm of the Year

  • Carey Olsen
  • Ogier

Tax Advisory Firm of the Year

  • Rawlinson & Hunter LLP

Financial Planning Firm of the Year

  • Evelyn Partners
  • Rathbones Group Plc
  • Stonehage Fleming Wealth Planning

Impact/ESG Investment Company of the Year

  • BlackRock
  • Cazenove Capital
  • LGT Wealth Management

Private Client Asset Manager of the Year

  • Citi Private Bank
  • Melville Douglas International
  • Rathbones Group Plc
  • UBS Wealth Management

Global Custody

  • UBS Wealth Management

Technology Innovators of the Year

  • IQ-EQ

Family Office of the Year

  • Crestbridge
  • IQ-EQ
  • JTC
  • Ocorian
  • Stonehage Fleming

Trust Company of the Year

  • Alex Picot Trust
  • IQ-EQ
  • Ocorian
  • Rawlinson & Hunter
  • Standard Bank Offshore
  • Vistra
  • Zedra

 

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Sue Fitzgerald

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