Spear's Research - Adviser survey - Spear's Magazine



Spear's Research - Adviser surveyThis survey is for advisers to HNW and UHNW clients including wealth managers, tax advisers, family lawyers, reputation managers and many more.Your answers to the questions in this survey help us to create a more accurate profile of you, which may appear online and/or in our print publications.The survey aims to capture information about your work, the services you provide and your client base.?You do not have to provide any information you would prefer not to. However, if you are included in the Spear’s rankings and indices, the more information you provide, the easier it will be for prospective clients to discover you by using the ‘Find an Adviser’ tool.At the end of the survey you will be shown a summary of your answers and the option to go back and complete any sections that have been missed.The survey is made up of FOUR main sections:CONTACT INFORMATION - Your basic contact details SPECIALITIES - What types of advice you provide and the basic makeup of your client baseYOUR PRACTICE - Your opportunity to provide more context to your work, your aims, your approach and your highlights from the past year NOMINATIONS - Who do you think should be in the rankings in your category?Please select which category best describes your core work:( ) Wealth and investing( ) Legal( ) Property( ) Tax( ) Business and Entrepreneurship( ) Lifestyle and Passion Investments( ) Health and Wellness( ) Home and DesignPlease select which sub-categories best describe your core work[ ] Wealth Managers UHNW[ ] Wealth Managers HNW[ ] Cryptocurrency[ ] Family Office Services[ ] Hedge Funds[ ] Insurance Advisers[ ] Life Sciences[ ] P2P Lending[ ] Philanthropy Advisers[ ] Precious Metals[ ] Private Equity[ ] Venture Capital[ ] Art Lawyers[ ] Aviation & Yacht Lawyers[ ] Classic Car Lawyers[ ] Contentious Tax & Trust Lawyers[ ] Corporate Lawyers[ ] Criminal Lawyers[ ] Employment Lawyers[ ] Family Lawyers[ ] Hommes d’Affaires[ ] Immigration Lawyers[ ] Litigation[ ] Litigation Funding[ ] Property & Landed Estate Lawyers[ ] Reputation Lawyers[ ] Tax & Trust Lawyers[ ] Buying Agents[ ] Country/Rural Specialists[ ] Selling Agents[ ] Property Investment, Finance & Private Office Services[ ] Property Management[ ] Accountants & Tax Advisers[ ] Citizenship by Investment & Relocation[ ] Offshore Experts[ ] Trusts & Trustee Services[ ] Business Angels[ ] Family Business Advisers[ ] Recruitment Consultants[ ] Reputation Managers[ ] Antiques Experts [ ] Art Advisers [ ] Art Finance [ ] Aviation [ ] Aviation & Yachts [ ] Finance [ ] Cigars Advisers [ ] Classic Car Advisers [ ] Collectibles (coins, stamps, rare books, vintage watches & jewellery) [ ] Concierge Services [ ] Country House Rentals [ ] Education & Private Universities [ ] Equine experts [ ] Events & Entertainment [ ] Florists [ ] Food & Drink [ ] Matchmakers [ ] Nannies [ ] Private Members Clubs [ ] Sport & Betting [ ] Whisky Advisers [ ] Wine Advisers [ ] Yachts [ ] Divorce Consultancy & Support Services [ ] Health Clubs & Spas [ ] Life Coaches & Performance Coaches [ ] Medical Advisers [ ] Private Doctors [ ] Psychiatrists [ ] Rehabilitation Centres [ ] Surgeons [ ] Architects [ ] HNW Technology Solutions & Smart Homes [ ] Interior Designers [ ] Landscape Gardeners [ ] Security ExpertCONTACT INFORMATIONPlease provide below your basic contact details and preferences.These details are used for verification purposes only but you can also indicate what details you would like featured on your profile.You can find a copy of our privacy policy?HEREYour DetailsFirst Name: Last Name:Company Name:Position:Email Address: Country:Please indicate below what you would like to hear from us about. We will not use your details for any purposes other than verification unless you request it below.?Please click here to review our full?privacy policy.[ ] I would like to hear more about the products and services of Spear's[ ] Send me promotions and offers from New Statesman Media Group Ltd and selected third partiesHow accurate do they think our rankings are in your category?( ) Not at all accurate( ) Somewhat accurate( ) Accurate( ) Very accurateSPECIALITIESOn this page we'd like to learn more about your practice specialities. The next few questions are designed to allow you to highlight to us the focus of your workThe more specific you can be the more accurate your profile will be and the easier it will be for prospective clients to find you.Please indicate the key client groups that you spend the most time advising (up to FIVE)[ ] Celebrity clients[ ] Corporate clients[ ] Entertainment/creative industries[ ] Entrepreneurs and business owners[ ] Family businesses[ ] Family offices/private offices[ ] Finance professionals[ ] Governments[ ] High-profile clients[ ] HNW families[ ] HNW individuals[ ] Institutional clients[ ] International non-doms[ ] International UHNWs[ ] Landed estates[ ] Next gen[ ] Philanthropists, charities and foundations[ ] Politics[ ] Private clients[ ] Silicon Fen[ ] SMEs[ ] Sophisticated investors[ ] Sports[ ] Tech and high-growth entrepreneurs[ ] The arts[ ] Trusts[ ] UHNW families[ ] UHNWs[ ] UHNWs with complex holdings[ ] UK non-doms[ ] Other - Write In: Comments:_________________________________________________Please rank in order the top FIVE countries where your clients originate from, where Country 1 is where the highest % of your client base is basedYou can include context and other important countries in the comments sectionCountry 1: _________________________________________________Country 2: _________________________________________________Country 3: _________________________________________________Country 4: _________________________________________________Country 5: _________________________________________________Comments:_________________________________________________YOUR PROFILEPlease use the space below to describe your practice and the services you provide - as well as any other information you may like to include.This information will be used by the?Spear’s Research Unit?when it draws up its rankings and indices, and may also be published.If you would like to provide any information that should remain confidential, please mark this clearly.(Please write in the first person. For example:?I am a relationship manager at Global Capital. I offer a bespoke service to my clients...)PROFILE:NOMINATIONSThe Spear's indices and rankings are influenced by nominations and recommendations made by top private client advisers.Please nominate any private client advisers who you believe deserve to be highly ranked by Spear's.These people might be respected peers from your own field and/or people in an adjacent field, who you would recommend to clients.First NameLast NameCompanyReason for ranking(delete as appropriate)Comments[ ] Colleague[ ] Worked with[ ] Reputation[ ] Colleague[ ] Worked with[ ] Reputation[ ] Colleague[ ] Worked with[ ] Reputation[ ] Colleague[ ] Worked with[ ] Reputation[ ] Colleague[ ] Worked with[ ] Reputation[ ] Colleague[ ] Worked with[ ] Reputation[ ] Colleague[ ] Worked with[ ] Reputation[ ] Colleague[ ] Worked with[ ] Reputation[ ] Colleague[ ] Worked with[ ] Reputation[ ] Colleague[ ] Worked with[ ] Reputation ................
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