Overview

2014 saw the launch of the WealthBriefing GCC Region Awards as WealthBriefing set to spread the word about the profession’s achievements to a wider audience. The awards have grown year-on-year and 2016 promises to attract in the region of 200 – 300 senior banking and wealth management professionals, to the awards dinner.

The awards are focused around three main category groupings:

  • experts (individuals and teams);
  • products and
  • services for wealth managers and clients and institutions of all sizes and types.

Independence, integrity and genuine insight will be the watchwords of the judging process. This involved specially convened expert panels drawn from both private banks and trusted advisors and support by relevant third-party organisations.

Winning a WealthBriefing award sets firms apart from their competitors and is a tangible demonstration that they have something special to offer, rewarding achievement, showcasing top class performance and innovation.

We look forward to receiving your entries and seeing you at the 2016 awards ceremony.

TIMING

  • Entries open 10 April 2016
  • Entries close 30 June 2016
  • Shortlist announced September 2016
  • Award ceremony 01 November 2016

MEDIA EXPOSURE

Entrants who are shortlisted will be announced on all WealthBriefing media, as will the eventual winners.

Additionally, an extensive PR campaign will highlight all the winners and shortlisted entrants to relevant media.


AWARD CEREMONY FORMAT

The culmination of the process will be a black tie dinner on 02 November 2016. This networking event will be conducted in a slick and snappy style. The formalities will not be dragged out unnecessarily as is so often the case at industry awards.

Self-congratulatory pomposity will be strictly off-limits.


PARTNERS

External organisations will be brought into the judging process to further objectivity and to ensure that the views of the industry as a whole, along with ultimate client base, are represented.

These will include specialists in branding, marketing, IT, philanthropy and investment management.


JUDGING PROCESS

There will be two judging panels for the awards.

A panel of trusted advisors who will be responsible for judging the private banking categories.

A second panel of private bankers will judge the trusted advisor categories.

This is to ensure that commercially sensitive information is kept confidential and to avoid conflicts of interest.

 

Judges

Trusted Advisor Panel

Ausaf Abbas

Ausaf Abbas

Managing Director

Coombe Advisors

Ausaf Abbas founded Coombe Advisors to provide strategic, business and financial advice to a network of clients and associated businesses, with a focus on family offices, the wealth management industry […]

Bruce Weatherill

Chief Executive

Weatherill Consulting

Bruce is a chartered accountant with over 37 years financial services experience, previously a partner in PwC, latterly as Global leader of their Wealth Management practice and the key driver […]

Izabella Szadkowska

Partner, Corporate Commercial Department

Al Tamimi

Izabella Szadkowska is a partner in Al Tamimi & Company’s corporate structuring department. Prior to joining Al Tamimi, Izabella trained at Linklaters LLP, practiced at Clifford Chance LLP and White […]

Laurence Black

Regional Director, Client Solutions, MENA

Asiaciti Trust Group

Laurence is the Regional Director, Client Solutions, EMEA for Asiaciti Trust in Dubai, United Arab Emirates. He joined Asiaciti Trust in late 2012 and has over 35 years’ experience in […]

Manoj Prasad

Executive Vice Chairman

Que Capital

Executive vice chairman and chief executive officer, Que Capital Limited. Que Capital is headquartered in the Dubai International Financial Centre (DIFC). Manoj has held senior management & leadership positions at […]

Sabila Din

CEO & Founder

Din Consultants

Sabila is CEO and Founder of Din Consultants, HQ in London and is an accomplished global business management, marketing and gender specialist. She works with global private banks, elite family […]

Tim Casben

Partner

Gowling WLG

Tim Casben is managing partner of the firm’s Dubai office and heads the firm’s corporate practice in Middle East, focusing on corporate structuring, finance, mergers and acquisitions, joint ventures and […]

Valérie Mantot

Regional Managing Director - APAC

Apex Group

Valérie is head of CRM –Asia Pacific based in Singapore and has overall responsibility for business development and the services delivery for the Asia and MENA region. Prior to joining […]

Walid S. Chiniara

Partner

Deloitte & Touche, Middle East

Walid is a partner at Deloitte & Touche and heads its private client services practice in the Middle East. He is an international corporate finance lawyer with 35 years’ experience […]

Warren Luyt

Managing Director

Trident Trust

The Past Chairman of STEP’s Arabia Branch, Warren Luyt is the Managing Director of Trident Trust’s Dubai operations. He joined the Group in 2006 to establish its presence in Dubai, […]

Yann Mrazek

Managing Partner

M/HQ

Yann is the Managing Partner of M/HQ. He chiefly focuses on private wealth and immigration practice. He has vast experience advising successful individuals and entrepreneurial families with Middle Eastern exposure […]


Private Bankers Panel

Gary Dugan

CEO of The Global CIO Office

Purple Asset Management

Gary Dugan is CEO of The Global CIO Office and of Asset Manager, Purple Asset Management based in Singapore. Gary Dugan is a seasoned investment professional with 37 years’ experience working […]

Georg Hartmann

Head of Private Banking Middle East

Liectensteinische Landesbank

Georg Hartmann is head of private banking Middle East at Liechtensteinische Landesbank (LLB) where he is responsible for the bank’s activities in the Middle East having been instrumental in developing […]

Kieran McDonnell

Director

Arbuthnot Latham

Kieran McDonnell is a director within the international private banking team based in Dubai and has over 15 years’ experience within the financial services industry. He relocated to Dubai in […]

Mannan Adenwalla

Managing Director

LGT Bank (Middle East)

With more than 31 years’ banking experience in the UAE, Mannan Adenwalla assumed the role of managing director of private banking and asset management group, LGT (Middle East) in 2012. […]

Manoj Kapur

Managing Director

Bank J Safra Sarasin Asset Management (Middle East)

As managing director at Bank J Safra Sarasin (Asset Management) Dubai, Manoj Kapur is responsible for leading a team of private bankers, a role he assumed in March 2010. He […]

Michael Chahine

Founder and CEO

Nexgen Desert Green Consultancy

Michael Chahine invested his 35 years experience in global finance, corporate and investment management in Nexgen Desert Green Consultancy, a management consultancy focused on family businesses and wealth management solutions, […]

Patrick Crowley

Executive Director

Banque Richelieu GCC

Patrick is currently an executive director at Banque Richelieu GCC after joining fromDeutsche Bank Wealth Management Dubai. His previous position was senior vice president at DBS Private Banking Dubai. Patrick […]

Finalists

PRIVATE BANKING CATEGORIES 

Overall GCC private bank
NOMINEES
Barclays
Nedbank Private Wealth
United Arab Emirates private bank (local)
NOMINEES
 ABN AMRO Private Banking
 Nedbank Private Wealth
United Arab Emirates private bank (international)
NOMINEES
ABN AMRO Private Banking
Barclays
Liechtensteinische Landesbank AG (Representative Offices Dubai and Abu Dhabi)
Lombard Odier
Nedbank Private Wealth
Best private bank (client service)
NOMINEES
ABN AMRO Private Banking
Barclays
Liechtensteinische Landesbank AG (Representative Offices Dubai and Abu Dhabi)
Nedbank Private Wealth
Best private bank (investment management platform)
NOMINEES
Barclays
Union Bancaire Privee
Best private bank (talent management)
NOMINEES
ABN AMRO Private Banking
Liechtensteinische Landesbank AG (Representative Offices Dubai and Abu Dhabi)
 

PRIVATE CLIENT CATEGORIES

Tax/accountancy team
NOMINEES
Deloitte Private, Deloitte & Touche (ME)
M/Advocates of Law
Re/think
Independent trust or fiduciary company
NOMINEES
Asiaciti Trust Group
Intertrust
Hawksford
SANNE
Salamanca Group Trust and Fiduciary
 Institutional trust or fiduciary company – EDITOR’S AWARD
NOMINEES
Northern Trust
 

INVESTMENT MANAGEMENT CATEGORIES – EDITOR’S AWARD

Fund manager
NOMINEES
Union Bancaire Privee
 

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES 

(open to technology vendors only)

Front office solution
NOMINEES
IBO
Profile Software
SS&C Advent
Portfolio management
NOMINEES
IBO
Profile Software
SS&C Advent
Client communications and reporting
NOMINEES
IBO
SS&C Advent
Outsourcing solution – EDITOR’S AWARD
NOMINEES
Penta
  

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES

(open to any organisation)

 Best implementation of a technology solution
NOMINEES
EY Wealth & Asset Management Advisory
OSOOL Asset Management & Eagle Investment Systems
Risk profiling solution
NOMINEES
IBO
Profile Software
Risk management
NOMINEES
IBO
Profile Software 
On-boarding
NOMINEES
EY Wealth and Asset Management Advisory
Profile Software 
Innovative client solution
NOMINEES
EY Advisory
LMM Investment Controlling
Nedbank Private Wealth
Profile Software
 

OTHER WEALTH MANAGEMENT CATEGORIES

International Finance Centre – EDITOR’S AWARD 
NOMINEES
Jersey
Philanthropy offering – EDITOR’S AWARD
NOMINEES
National Philanthropic Trust UK
ETF provider – EDITOR’S AWARD
NOMINEES
Lyxor ETF 
Women in wealth management (Individual or company contribution)
NOMINEES
Deloitte Private, Deloitte & Touche (ME) – Fiona McClafferty
Din Consultants – Sabila Din
Outstanding contribution to wealth management thought leadership – EDITOR’S AWARD
NOMINEES
Asiaciti Trust – Laurence Black 
Leading individual (advisor)
NOMINEES
Asiaciti Trust Group – Laurence Black
Din Consultants – Sabila Din
Que Capital – Someshwar Srivastav
Leading individual (banker) Winner will be announced at awards dinner.

About our Sponsors

Sponsors


Venue

Taj Dubai

Address: Burj Khalifa Street, Business Bay, Dubai, United Arab Emirates

Winners

PRIVATE BANKING CATEGORIES

Overall GCC private bank

WINNER
Barclays

 

United Arab Emirates private bank (local)

WINNER
 ABN AMRO Private Banking

 

United Arab Emirates private bank (international)

WINNER
Lombard Odier

 

Best private bank (client service)

WINNER
Nedbank Private Wealth

 

Best private bank (investment management platform)

WINNER
Union Bancaire Privee

 

Best private bank (talent management)

WINNER
Liechtensteinische Landesbank AG (Representative Offices Dubai and Abu Dhabi)

 

PRIVATE CLIENT CATEGORIES 

Tax/accountancy team

WINNER
Deloitte Private, Deloitte & Touche (ME)

 

Independent trust or fiduciary company

WINNER
Asiaciti Trust Group


Institutional trust or fiduciary company
– EDITOR’S AWARD 

WINNER
Northern Trust


INVESTMENT MANAGEMENT CATEGORIES
– EDITOR’S AWARD

Fund manager

WINNER
Union Bancaire Privee

 

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES

(open to technology vendors only)

Front office solution

WINNER
IBO


Portfolio management

WINNER
SS&C Advent


Client communications and reporting

WINNER
IBO


Outsourcing solution –
EDITOR’S AWARD 

WINNER
Penta


WEALTH MANAGEMENT TECHNOLOGY CATEGORIES

(open to any organisation)

Best implementation of a technology solution

WINNER
EY Wealth and Asset Management Advisory


Risk profiling solution

WINNER
Profile Software


Risk management

WINNER
Profile Software


On-boarding

WINNER
Profile Software  


Innovative client solution

WINNER
LMM Investment Controlling

  

OTHER WEALTH MANAGEMENT CATEGORIES

International Finance Centre – EDITOR’S AWARD

WINNER
Jersey


Philanthropy offering –
EDITOR’S AWARD 

WINNER
National Philanthropic Trust UK


ETF provider –
EDITOR’S AWARD

WINNER
Lyxor ETF


Women in wealth management (Individual or company contribution)

WINNER
Deloitte Private, Deloitte & Touche (ME) – Fiona McClafferty


Outstanding contribution to wealth management thought leadership
– EDITOR’S AWARD

WINNER
Asiaciti Trust – Laurence Black


Leading individual (advisor)

WINNER
Asiaciti Trust Group – Laurence Black


Leading individual (banker)
 

Kieran McDonnell, Arbuthnot Latham


Photographs


Testimonials

“Lombard Odier guests really enjoyed the organisation of the event and the quality of attendees. It was most interesting as well as enjoyable to participate in the ceremony.”
Christophe Lalandre, Bank Lombard Odier & Co Ltd

“Well done on your successful event last night”
Muwaffak A Bibi - Chairman-Middle East & North Africa, Citi Private Bank

“Thanks Jackie for the flawless organization… I want to thank WealthBriefing and the judges for this recognition.”
Carmen Haddad, Citi Private Bank

“We have already received some great industry and client feedback, and this is a really valuable achievement for our business. The ceremony and networking opportunities were excellent, so thank you for putting on such a great event.”
Atul Mehta, Eagle Investment Systems

“Congratulations for arranging such a well attended event. We all had a great time.”
Hanna Ylijukuri, Director , Sanne Group Dubai Limited