Wealth & finance International - Wealth & Money Management Awards 2015

www.wealthandfinance-intl.com 3 Welcome to the 2015 Wealth & Money Management Awards As the global economy moves towards greater prosperity and the circulation of wealth continues to increase, the demand for professionals to safeguard and protect it becomes ever more vital. The prestigious Wealth & Money Management Awards puts the spotlight on this exciting industry, looking at a diverse range of practices such as asset management, private banking, financial planning and many more. With such a variety of professionals performing exceptionally well, we delve deep to discover which firms and individuals are truly making waves in this industry and providing the very best service and outcomes for their clients. This comprehensive process is something in which we take great pride and all awards are handed out 100% on merit. With this in mind, we hope that all winners will view this as a testament to their achievements over the past 12 months, and we look forward to seeing and sharing the even greater successes that lie ahead for them. Contents 4. Goal Group - Best for Global Securities Class Action Recovery 6. Goal Group - Sustained Excellence in Withholding Tax Reclamation 8. SCM Direct - Winner: Most Innovative Fund Management Firm - UK & Best for Long Term Returns 10. The Spaulding Group - Best GIPS Consulting Firm of 2015 - USA & Sustained Excellence in Performance Measurement - USA 12. Banco Comercial Portugues S.A. - Best Private Bank - Portugal 13. BBVA Wealth Solutions, Inc - Best for Wealth Solutions - Texas 14. Bluestone Leasing - Asset Finance Firm of the Year – UK 15. Broadline Capital LLC - Best Global Private Equity Firm - China & Award for Excellence in Technology-Based Investments - China 16. Burlington Associates Ltd - Best Fee Based Financial Planning - UK 17. Conduit Consulting - Awards for Innovation in Business Growth Strategy & Best for Corporate Exit Strategy - California 18. Enterprise Engineering, Inc. - Best Financial Services Technology Solutions - New York & Best E-commerce infrastructure & Systems Integration Firm - New York 19. Gary Goldberg Financial Services - Sustained Excellence in Mutual Funds - The GGFS Managed Mutual Fund Program 20. IL&FS Trust Company Limited - Best Corporate Trustees - India Award for Excellence in Corporate Services - India 21. Little Harbor Advisors, LLC - Best in Sophisticated Multi-Strategy Investments - USA 22. Moneta Group LLC - Sustained Excellence in Family CFO Services - USA & Best Family Office – Missouri 23. The BlackRidge Group at Morgan Stanley - Best for Retirement Plan Sponsors - Minnesota 24. Nevada Trust Company - Best for Concierge Trustee Services - USA & Best in Family Wealth Planning - USA 25. PenLife Associates - Award for Innovation in Inheritance Tax Services – UK & Sustained Excellence in Financial Planning - Yorkshire 26. Personalized Investment Planning Inc. - Award for Excellence in Risk Management - Canada & Best for Cash Flow Optimization - Ontario 27. PremFina - Best In-house Premium Finance Facility 28. Quilter Cheviot Limited - Best for Managed Portfolio Services - UK 29. Standard Chartered Bank - Best Wealth Management Bank - India 30. StatPro - Best Portfolio Analysis Platform - UK 31. UBS Financial Services - Most Innovative Wealth Manager - California

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