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									JPC Prog   8/10/07   12:36   Page 1

                                  Monte Carlo

                             A W A R D S
                                     10th October 2007
                                Hotel de Paris . Monte Carlo


                                                               p r o d u c t i o n s
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       A W A R D S

           JPC/Citywealth is a family owned business launched by founding family member Karen Jones in
           October 2005.

           JPC is the publishing and events company and Citywealth, which is our wealth management brand.
           Citywealth owns: a topical, weekly newsletter featuring wealth managers, private client advisers,
           philanthropists and ultra high net worths. This is delivered in pdf form to email boxes and hand held
           devices each week. Cityweath also publishes top 100 and platinum industry lists and conducts
           continuous research to find the “best in industry.” In addition Citywealth holds global honour events to
           connect individuals, make money itself and to raise money for charitable organisations through its
           lifestyle auctions with prizes donated by luxury partners.

           Our mission is simple. We are a modern business development tool to help you understand how to
           navigate the essential people in the private client space, across different countries and help you to meet
           those who can refer valuable ultra high net worth clients to you. Our secondary mission is to help
           charitable and philanthropic organisations connect with the industry to raise awareness of their good
           work. Charitable and philanthropic organisations receive free advertising and publicity with Citywealth
           on its website and this will always be the case. Registered charity numbers are required and
           organisations will be refused if appeals are believed to breach any human rights.

           We are often asked: how do you make money? We make it from advertising, event sponsorships,
           newsletter subscriptions, event ticket sales and also by accepting donations from institutions that for
           client reasons wish to remain anonymous but seek to support our independent efforts.

           A final word: adding value
           Citywealth has a loyal following that is growing and as such we have become a key influencer in the
           private client market. We are regularly contacted directly by clients to ask about our work and know that
           private clients read our newsletter. If we find an ultra high net worth client or enquiry we can send along
           to you, we will, with our pleasure. We are not interested in finders fees, simply supporting you in your
           endeavours as we hope you will support us. Citywealth is a thoughtful company that understands
           global, work pressures. We look after each individual who partners with us or takes time to stop and tell
           us their story. We want to nurture long term and fruitful relationships with thoughtful people and bring
           them into our trusted Citywealth network.
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                                                                                     A W A R D S

           W E L C O M E to the inaugural Citywealth Monte Carlo Platinum
           Awards for Europe. Although many have delivered Top lists of highly
           respected professional advisers in the business world, no one in
           Europe has yet identified key individuals in wealth management and
           private client in such an accessible way. The reason for this
           development was simple. The business of wealth is a closed world, a
           close knit group that very few outside of its circle understand.
           Although a lot of information can be found, it is often in the form of
                                                                                         Karen Jones
           polished press releases or expensive surveys. Press releases are often    Founder and Editor
           wordy but reveal nothing and surveys may cost thousands of pounds            JPC/Citywealth
           and undoubtedly repel curious clients or work referrers. The flagship
           European list aims to click together with two others: The Citywealth UK
           and Channel Islands lists. Now they are all complete they will form a
           comprehensive group of global wealth advisers and managers that will
           enable any client to clearly understand who operates in the wealth
           sector. Clients will know from the start that fellow advisers have
           endorsed them. The information offered by Citywealth will be offered
           free of charge to ultra high net worth clients and philanthropists.

           I hope you enjoy the evening we have planned for you which is in
           French cultural style, chosen to honour Monte Carlo. Please sit back
           and enjoy the show.

           Karen Jones
           Founder and Editor, JPC/Citywealth .

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                                                                             A W A R D S

                                    Menu                         Running Order
                          Crayfish & Champagne Risotto,          7pm
                          Chicken Oyster and Wing Tips           Champagne reception

                      Thick Medallion of Veal with Vegetables,
                          Tender Potatoes and Snap Beans         10.15pm
                                                                 Awards announcement

                            Iced Grand Marnier Soufflé,          10.45pm
                         Almond Biscuit and Orange Sauce         Dancers on stage

                                                                 Lifestyle auction
                            Coffee, home made delicacy           Cash bar on terrace for guests
                                  and Chocolates

                     BLANC: Chablis, Cuvee LC, La Chablisienne

                      ROUGE: Clos Jean Voisin, Saint Emilion

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       A W A R D S

            With Thanks
                  Overall sponsor             Close Trustees (Switzerland)

                  Cocktail sponsor            Close Trustees (Switzerland)

                  Award sponsors              Close Trustees (Switzerland)
                                              Lloyds TSB Private Banking
                                              Maitland Group

                   Media partners   
                                              Monaco Revue

                   Auction donors             Kiwi Collection
                                              City Golf Club
                                              InnerPlace Concierge
                                              La Dolce Vita Events

                   Special thanks             Judy Churchill, Outward Bound Monaco Ambassador
                                              William Easun, Event Ambassador
                                              Kevin Marsh, Azur Productions
                                              Laurence Jarvis, Citywealth

                                                                                                p r o d u c t i o n s

           04 .
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                                                                                                A W A R D S

           Citywealth Monte Carlo Magic Circle Awards
           Citywealth European Private Bank of the Year for   Citywealth Outstanding European law firm of the year
           Outstanding Growth Shortlist                       Baker & McKenzie
           Clariden Leu                                       Belluzzo & Associati
           Shortlisted EFG International                      LG Legal
           Shortlisted HSBC                                   Shortlisted Lenz & Staehelin
           Shortlisted Julius Baer                            Shortlisted Secretan Troyanov
                                                              Shortlisted Schellenberg Wittmer
           Nordea Bank
                                                              Taylor Wessing
                                                              Withers LLP

           Citywealth European Private Bank of the Year,      Citywealth Outstanding European Accountant of
           Best serving the global entrepreneur shortlist     the year
           Citigroup                                          Shortlisted Deloitte
           Shortlisted Credit Suisse                          Shortlisted Moore Stephens
           JP Morgan                                          Moores Rowland
           Shortlisted Merrill Lynch                          Shortlisted Rawlinson & Hunter
           Shortlisted Morgan Stanley
           Pictet                                             Citywealth Outstanding European Family Office of
           UBS                                                the year
                                                              Shortlisted De Chaumont Quitry Family Office
                                                              Del Pino
           Citywealth European Private Bank of the Year for
                                                              Financiere MJ Family Office
           product innovation
                                                              Shortlisted FF&P
           Shortlisted BNP Paribas                            Shortlisted Marcuard Family Office
           Shortlisted SG Private Banking                     ValueWorks
           Shortlisted UBS                                    Citywealth Outstanding European Trustee of the
           Citywealth European Private Bank of the Year for   Bedell Group
           Philanthropy initiatives                           Shortlisted Close Trustees
           Shortlisted Credit Suisse                          Shortlisted FF&P
           Deutsche Bank                                      Shortlisted Investec
           Shortlisted JP Morgan                              Rothschild
           Merrill Lynch
                                                              Citywealth Outstanding individual of the year,
           Shortlisted UBS
                                                              David Cusdin, Bank Jacob Safra
           Citywealth Private Bank of the Year Monaco         Shortlisted Lindsay Leggat Smith, Careys
           Coutts                                             Shortlisted Maurizio Cohen
           Barclays Private Bank                              Shortlisted Michael Woolf, Rawlinson & Hunter
           Shortlisted ING Bank
           Shortlisted Lloyds TSB Private Bank                Citywealth Lifetime Achievement Award, Monaco
           Shortlisted Merrill Lynch                          Robert Rutter, Merrill Lynch

                                                                                                             . 05
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       A W A R D S

           Lifestyle auction for Outward Bound Monaco
           ITEMS DONATED                The Kiwi Collection, a luxury travel resource for the world’s
                                        finest hotels, will provide a weekend stay at The Claridge’s in
                                        London - 2 nights in their top suite (The Linley Suite), posting a
                                        value of over $10,000 US. .

                                        La Dolce Vita Events, in association with Billioniare 500, are
                                        pleased to offer: 2 tickets to their spectacular London Gala
                                        Xmas Ball & Gourmet Dinner on 12th Dec, featuring Jamelia
                                        and Billy Ocean. (Tickets start at £700 each)

                                        Standard membership to City Golf
                                        (London's finest in-door golf academy).

                                        Membership to Innerplace (Concierge services) who have
                                        arranged entrance into top international restaurants and bars
                                        with additional member benefits.

                                        Subscription package, including Citywealth annual newsletter,
                                        thewealthnet online news service, Private Client Practitioner
                                        print publication and PAM annual director. Total value: £1,895

                                             LA DOLCE VITA

           06 .
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                                                                                                     A W A R D S

           LA DOLCE VITA to host Special Benefit for
           New York – In honor of Sarah Ferguson, Duchess of York,                       ITINERARY
           international lifestyle and entertainment producer La Dolce Vita has the      19.00
           privilege to announce a benefit event for The Sarah Ferguson                  Champagne and
           Foundation this fall on November 1st, 2007. The charity auction and           Cocktail Reception
           dinner will take place in the beautiful halls of Cipriani on Wall Street in
           New York City, featuring a momentous performance by legendary                 Gourmet dinner
           singer, Aretha Franklin.                                                      with Fine Wines

           The evening will be highlighted by La Dolce Vita signature touches,           20.15
           including a champagne reception, a menu by renowned chef Gordon               Opening Extravaganza
           Ramsey, a live auction of exclusive prizes, a special performance by          by Kathy Sledge
           Sister Sledge, a resounding headline revue by Aretha Franklin, and a
           very special appearance by a surprise guest, not to be missed.                Special Effects

           Founded in 2006, The Sarah Ferguson Foundation is dedicated to                21.30
           improving the lives of families and children throughout the world.            Surprise International Artist
           The Foundation creates and supports global initiatives in the areas of
           health, education, fighting, poverty and abuse while striving to be a         22.15
           catalyst for generating acts of compassion. Established by Sarah              Charity Auction in aid of The
                                                                                         Sarah Ferguson Foundation.....
           Ferguson, the Foundation fully supports the UN Convention on the
           Rights of the Child, and is born of the principles of Children in Crisis,     23.00
           also founded by The Duchess in 1993. For more information, please             Aretha Franklin
           La Dolce Vita produces exclusive and inspirational events in cities           DJ and Nightclub opens
           worldwide including London, New York, Monaco, Dubai, Montreal and
           Dublin. They have partnered with some of today’s most esteemed
           artists and visionaries such as Bono, Tony Bennett, and James Brown,
           to generate over $24 million dollars for various charities including
           Unicef, CLIC Sargent, Cancer Baccup, Motor Neurone Disease, and the
           Soil Association. After the huge success of their first event in New
           York in 2005, La Dolce Vita is honored to return to Manhattan with            For more information,
           Sarah Ferguson and raise awareness for her remarkable foundation.             please visit
                                                                                         Contact Andy Judson
                                                                                         at La Dolce Vita
                                                                                         + 44 (0)7766517001
                                                                                         + 44(0) 1753 821 600

                                                                                                                 . 07
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       A W A R D S

           City Golf & Health Club
                                         City Golf & Health Club is a unique and contemporary Club
                                         combining London’s finest golf academy with superb
                                         entertainment and relaxation facilities. The Club was founded in
                                         2005, and has become a renowned and popular City venue.

                                         Facilities include six Full Swing golfing simulators, professional
                                         swing video training systems, P .G.A. professional trainers and
                                         London's first dedicated bio-mechanical golf training gym.
                                         Members also have access to the Club Room which is ideal for
                                         meetings and for entertaining.

                                         City Golf & Health Club is located on Coleman Street, close to
                                         Bank. Various membership packages are available. For further
                                         information please view


           08 .
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       A W A R D S

           MAITLAND at a Glance
                                         Intimate & International
                                         Maitland provides international wealth management and
                                         professional services to both corporate and private clients,
                                         particularly family and owner managed businesses.
                                         From our Luxembourg origins in 1976 we have developed
                                         expertise in cross-border work and offshore structuring. Our
                                         unique combination of services is now offered across 11 offices
                                         in Europe, the Caribbean and South Africa.
                                         We have created our international reputation by challenging
                                         conventional thinking and creating long-term relationships with
                                         our clients.
                                         Thirty years’ experience provides us with the knowledge to
                                         devise and implement strategies and solutions for the creation,
                                         preservation and management of your wealth and commercial

                                         Insight & Foresight
                                         Our pioneering approach drives us to discover the most
                                         effective solutions for you. You have a primary point of contact
                                         to access the integrated services across our firm:
                                         Legal advisory (our law firm): teams of lawyers work creatively
                                         to provide solutions in areas including tax planning, corporate,
                                         commercial and trust law and dispute resolution.
                                         Trust and corporate services: provides sophisticated and
                                         personalised management and administration services to
                                         private clients, companies, trusts and investment structures.
                                         Asset management: provides investment solutions tailored for
                                         client needs, with an emphasis on funds of hedge funds and
                                         other absolute return strategies.
                                         Fund services: provides administration solutions to fund
                                         managers and the providers of related investment products.

                                         Facts & Fiction
                                         If you are a wealthy individual planning your legacy, our lawyers
                                         bring a wealth of experience in international tax structuring and
                                         estate planning. Taking all your circumstances into account, we
                                         help you develop a strategy which our fiduciary and company
                                         administrators implement.

           10 .
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                                                                                     A W A R D S

           If you are an entrepreneur, you will probably find our dynamic
           approach well-suited to growing your business. Maybe this is
           because we work with no fear and no boundaries other than the law
           and the scope of our imagination. We have taken the journey with
           many entrepreneurs from small beginnings to listed entities.
           If you are a fund manager, Maitland has considerable experience in
           advising promoters of offshore funds. We can not only advise you
           on the structure and jurisdiction for your investment fund, but we
           can also set it up, list it, manage it and administer if you wish.
           If you are part of a large corporate or financial institution, you may
           like to know that we advise on a wide range of international
           corporate and commercial arrangements. We also act for banks,
           other finance providers and corporate borrowers.

           Clever & Clear
           We work in close-knit, international teams, delivering tailored, highly
           customised solutions. It’s our philosophy to limit the size of teams
           to ensure efficient management of the work and maintain a tight
           control on costs.
           We speak the languages of several businesses and countries but we
           speak them plainly. We’re clear about this - we want you to be able
           to pick up any of our legal documents, reports, or letters and
           understand what’s being said.

           Where to find us
           Please visit us at

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       A W A R D S

           The Kiwi Collection introduce Claridges
                                            WHILST the current building dates from 1898, Claridge’s has
                                            seen major contemporary re-designs in the Victorian era, the
                                            1930s and, latterly, in the 1990s, justifying its place as the
                                            original design hotel at a time when many modern rivals aspire
                                            to the title. Heads of State from all over the world have passed
                                            through Claridge’s magnificent Front Hall and banqueting
                                            rooms. Guests today continue to enjoy the elegant ambience of
                                            The Foyer and Reading Room, and the contemporary feel of
                                            Claridge’s Bar by designer David Collins. During recent
                                            renovations, each era’s designs have been painstakingly
                                            maintained and this, together with the hotel’s reputation for the
                                            excellence of its service, means that Claridge’s has retained its
                                            pivotal position as the choice of many a crowned head. There
                                            are 203 individually furnished, spacious bedrooms and suites.
                                            Guests may chose between exquisite Art Deco suites or more
                                            traditional Victorian style rooms. There is also a wide range of
                                            suites, dining and meeting rooms, much in demand for cocktail
                                            receptions and press junkets. Gordon Ramsay at Claridge’s
                                            Restaurant offers some of the finest dining in the world,
                                            celebrating flavourful combinations of the freshest ingredients,
                                            and the Macanudo Fumoir features an impressive range of no
                                            less than 20 different Cuban and the largest choice of
                                            Macanudo cigars in the country.

                                            The hotel also has an attractive fitness facility, The Olympus
                                            Suite, on the 6th floor.

           Brook Street, Mayfair
           London, England, W1K 4HR
           United Kingdom

           14 .
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       A W A R D S

           Percy Barnevik, business leader and determined philanthropist
           tells Citywealth about Hand in Hand International
           Tamil Nadu was historically colonised by the East India           several books on womens empowerment.
           Company based in London. In the early 1600’s,The East
           India company was awarded a twenty one year monopoly                 Part of Hand in Hand Internationals success which
           on trade with the East Indies to buy and sell items such          includes a majority Indian workforce and keeping
           as silk and cotton. The textile industry still plays a            administration costs to single digit figures, is bringing
           significant role in the Indian economy providing direct           market forces to the operation. As Percy puts it. “We
           employment to an estimated thirty five million people.            apply modern management techniques with
           Improved economic status of the population includes call          measurements, decentralisation and accountability at
           centres set up by companies such as Xansa working for             grass roots level. I believe that what gets measured gets
           British businesses and one of the largest film industries         done.” The organisation doesn’t employ Westerners to
           in India, Kollywood which rivals Bollywood. Percy points          keep costs down “they volunteer” and they tend to be of
           out that the poor aren’t rising out of poverty with this          a similar ilk to him, entrepreneurs in their sixties looking
           increasing prosperity. “They are shut outside with no way         to give something back.
           in and most earn only $1 a day. People say ‘when the                  The main thrust of the work of the charity which
           tide is rising it lifts all boats’ but this is not true in poor   shows an income of £656,118.69 from April ’06 to
           countries.”                                                       March ’07 is firstly to get children out of factories and
               Hand in Hand International through their micro finance        back into school despite being ‘bonded’ or working to
           for enterprise initiatives help women set up businesses           pay off a family debt. Hand in Hand International staff are
           in industries such as weaving, food production and                regularly threatened by local business people keen not to
           building to connect them with the economic upturn.                lose their child workforce to study. Here Percy takes a
           Alliance’s set up with the garment and fashion industries         firm hand. “We do not allow corruption. It is forbidden.
           help create buying channels for his newly created female          Factory owners who try to stop us are reported to the
           entrepreneurs. Although he does concede that the market           police.” Secondly they ignite entrepreneurial spirit in
           is a jungle for them. “Our entrepreneurs need a lot of            women with support groups and micro finance. Percy
           backing to stop them being cheated and marketing is               adds an interesting comment. “Micro finance without
           also an important issue. I think many of our success              careful training, advice and support networks becomes
           stories in business can be put down to effective                  debt slavery particularly if the money is not used to fund
           marketing and mentoring’.                                         a work initiative but used for general consumption. It just
                                                                             makes things worse. I believe passionately in help then
              Keen to focus on joint efforts rather than accept praise       self help. We mentor our women, staying beside them
           himself he mentions a key member of staff. “Dr Kalpana            through this journey which is why our success rate,
           Sankar, CEO and Managing Trustee has been the driving             measured in loans repaid, is over 95%.” Percy says with
           force in helping us achieve goals and measure progress            some satisfaction that they have “dried up the child
           and really make a difference. In just three years we have         market” and as if to back up his approach mentions the
           8,000 people who are employees, whether full or part              Tata Group, a $21bn company operating from India, with
           time and volunteers working at Hand in Hand                       some admiration. “They work without paying bribes.” A
           International.” And the numbers continue to be                    look at the Tata website reveals an impressive twenty
           impressive and future goals tough. “We want to help               company group spanning, steel, technology and
           millions not thousands of women says Percy.” And you              consumer goods with an impressive vision on ethical
           almost hear a bang on the table as he makes his point.            behaviour.
              Later I research Dr Kalpana Sankar and she has an                  As well as the business approach, Percy says he gets
           enviable resume with a Ph D in natural science, has been          a huge amount of pleasure from his work. ‘Seeing
           a consultant for Christian Aid and Wetlands International         villages transformed, children regaining their childhood
           on gender and microfinance issues and having authored             and peoples lives being enriched in so many ways is a

           16 .
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                                                                                                               A W A R D S

           tonic and so enjoyable. I have enormous enthusiasm           family businesses set up. The trusts target is to set up
           and am almost obsessed.” He smiles broadly.                  1.3 million jobs in Tamil Nadu by 2011. 3. Citizen
                                                                        centres to provide basic information on registering for
              Now Percy has proven his programme works, he is           government schemes and voting. They provide
           keen for others to join him. Donations have mainly come      computers, access to office services and a reference
           from other private individuals so far and from the start,    library. Hand in Hand International plan for 4,000 centres
           the plan was to always involve others. The co-founder of     in five years covering 10,000 villages. 4. Medical camps
           Oriflame, Jonas af Jochnick had one of his brothers visit    to access health care and deal with issues such as family
           a Tamil Nadu project and went on to donate £2.3million       planning, nutrition and alcohol abuse. 5. Environmental
           from their family trust. Oriflame produce natural, Swedish   protection and waste management. This includes digging
           cosmetics and earn 635mn euro in annual sales. Other         water tanks, building terraces in wasteland to create
           donations have included £5million from a family              cultivable land and forestation. Two projects are backed
           foundation who are partnering and donations around the       by The National Bank of Agriculture and Rural
           £75,000 mark. He says that schools in Sweden are also        Development NABARD. They are also supporting a
           working to get donations for them. And last month a          decentralised waste management scheme for recycling.
           Lehman Brothers MD scaled the Matterhorn to raise            This pilot plant employs 100 people and serves 15,000
           £17,500 to support a village for a whole year.               households. Within ten years they plan to set up 100
                                                                        plants serving 10 million people. Hand in Hand
               Percy not only has volume plans to revolutionise the
                                                                        International are forging links with partners like Ericsson
           lives of the bottom billion, he also has ambitions for
                                                                        who have 8,430 employees to provide technology and
           world peace. “When you see extreme poverty for the
                                                                        handsets in the region.
           young who come out of school in countries like Egypt
           with no hope of work, this becomes part of a global
           problem. They are angry. It’s no wonder they become          What donations buy
           involved in politics and rail against capitalism and the     $15 will pay for one woman to attend financial and
           west. Ninety percent of all terrorism can be traced back     entrepreneurial training for a family business. $50 will
           to extreme poverty. If we can eradicate this, I believe we   pay for one child to attend school. $45,000 will pay for
           can reduce conflict. My vision is that in twenty years       the construction and equipping of a residential school.
           time we will have made a step toward world peace with        $25,000 will pay for the sponsorship of one village of
           our work and empowering women is the fastest way to          around 2000 people making it child labour free,
           achieve it.”                                                 improving government schools, making people literate,
                                                                        starting 200 micro enterprises and 2 medium sized
           The low down                                                 companies, equipping and running a citizen’s centre for
                                                                        250 people and create 1 solid waste unit
           Hand in Hand International is a public charitable trust
           active in the Southern Indian state of Tamil Nadu with 62
           millions people. It has five independent trustees and the
           CEO Dr Kalpana Sankar. There are 1,300 employees,
           1,300 part time teachers and 5,500 volunteers. The
           vision is to eradicate child labour and to reduce poverty                      Hand in Hand International International
           with education, employment, income generation and                                    10 Hill Street, LONDON WlJ 5NQ
           empowerment. In order to do this the trust use a five                                     Registered charity 1113868
           pillar programme. 1. School programs that look for
                                                                                                           Bank: Coutts & Co,
           children working with transit and residential places with
                                                                           Commercial Banking, 440 Strand, London, WC2R 0QS
           innovative teaching methods. Assisting government
                                                                          Bank account number 07226063 . Sort Code 18-00-02
           schools to modernise. So far 11,000 children have been
           moved from work into schooling. 2. Self help groups and                      Account name Hand in Hand international
           micro finance for enterprise and job creation for lowest       Interview arranged by and questions should be directed
           level caste women. 242,000 women have been                                       to: Jean Garon
           organised into self help support groups and 80,000                              T: 01628 483040 . F: 01628 486796

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