Overview

The WealthBriefing European Awards 2013 took place on Thursday 2nd May 2013 at the Royal Courts of Justice, in London.

The awards programme focussed around three main category groupings: experts (individuals and teams); products and services for wealth managers and clients, and institutions of all sizes and types. These awards built upon the success of ClearView’s established events business and its unique position in the global wealth management market and will focus on the European (predominantly UK and Swiss) market.

Independence, integrity and genuine insight were the watchwords of the judging process which involved specially convened expert panels in each geographical area backed up by relevant expert third party organisations.

BACKGROUND

The European awards was supported primarily by ClearView’s global network of daily newswires for the wealth and private asset management communities, WealthBriefing, WealthBriefingAsia and Family Wealth Report.

Other supporting publications were Offshore Red, Executive Compensation Briefing and WealthCareers.

TIMING

The selection and judging process for the awards programme began in the summer of 2012.

The European awards were held on 2nd May 2013 at the Royal Court of Justice in London.

7:00 pm Champagne Reception, Costume Gallery
8:00 pm Dinner
9:30 pm Awards Presentation
12 Midnight Carriages

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 […]

Charles Lowenhaupt

Managing Member

Lowenhaupt & Chasnoff

Charles A. Lowenhaupt is a recognized leader in managing wealth for ultra-high net worth families. He is also Chairman and CEO of Lowenhaupt Global Advisors. Charles has a Bachelor of […]

David Kilshaw

Partner, Private Clients

EY

David Kilshaw is a tax partner with EY in London, where he advises on all aspects of personal taxation. His clients include family offices, non-doms and entrepreneurs. Prior to joining […]

Ian Woodhouse

Board Advisor and Partner

Various

Ian is an experienced board and executive advisor/partner to wealth and asset managers; family offices, software firms and fin-techs helping to achieve and accelerate their path to be future ready […]

Osmond Plummer

Academic Lead

Wealthcoaching.ch

Osmond Plummer, is a Geneva-based wealth management expert active internationally as a trainer, coach and adviser of wealth management professionals. He is a senior lecturer in finance at the London […]

Philip Marcovici

Offices of Philip Marcovici

Philip Marcovici is retired from the practice of law and consults with governments, financial institutions and global families in relation to tax, wealth management and other matters. Philip was the […]

Philippe Bongrand

CEO

FNZ

Philippe is the CEO of FNZ for Switzerland and Private Banking. FNZ is a global leading tech company offering IT & Operations outsourcing services to financial institutions allowing them to […]

Ray Soudah

Chairman and Founding Partner

MilleniumAssociates

Ray Soudah is the founding partner and chairman of MilleniumAssociates, the independent international M&A and Corporate Finance Advisory firm, based in Switzerland and the UK. Founded in 2000, the firm […]

Sebastian Dovey

Founder

The Courageous Ideas Partnership

Sebastian Dovey is an entrepreneur, thought leader and board director in the fields of global wealth management, consumer insight, technology, scale-up companies and business management. Seb was the co-founder in […]

Tom Burroughes

Group Editor

ClearView Financial Media

Tom Burroughes is group editor of ClearView Financial Media, publisher of WealthBriefing, WealthBriefingAsia and Family Wealth Report. Tom has worked at ClearView since 2008, reporting on news stories, interviewing industry […]


Private Bankers Panel

Ian Ewart

Chairman

Acin Ltd

Ian is a C-Suite leader, Director and an Advisor. He has a focus on customer experience and organizational progression.  As a former member of the Executive Committee of Coutts & […]

Jamie Macleod

Chief Executive Officer

Bordier & Cie

Jamie has over 30 years’ experience in the investment management industry. Having started his career at Laurentian Life/Unit Trust Management in 1986, Jamie joined Scottish Widows Fund Management (SWFM) in […]

Richard Charnock

CEO

Standard Life Wealth

Chief Executive Officer of Standard Life Wealth, the Discretionary Fund Management business for ultra-high network private clients and a wholly owned subsidiary of the Standard Life Group. He is also […]

Tom Slocock

Managing Director - Head of International Product Development and Origination

iCapital Network

Tom is a Managing Director and Head of International Product and Origination at iCapital Network, responsible for the development and expansion of the firm’s product offering in markets outside the […]

William Drake

Co-Founder

Owl Private Office

Co-founder of Lord North Street Private Investment Office, which was sold to Sandaire Investment Office in 2014, William Drake is a co-founder of Owl Private Office and chairman of RFR […]

Finalists

UK-BASED PRIVATE BANK AWARDS

BEST:

DOMESTIC CLIENTS TEAM
INTERNATIONAL CLIENTS TEAM
HNW TEAM
UHNW TEAM

 

WEALTH PLANNING TEAM

SWISS-BASED PRIVATE BANK AWARDS

BEST:

INTERNATIONAL CLIENTS TEAM
HNW TEAM
SWISS PRIVATE BANK - UHNW TEAM

EUROPE-BASED PRIVATE BANK AWARDS

BEST:

DOMESTIC CLIENTS TEAM
INTERNATIONAL CLIENTS TEAM
UHNW TEAM
WEALTH PLANNING TEAM

INVESTMENT MANAGEMENT AWARDS

BEST:

SPECIALIST WEALTH MANAGER
PRIVATE INVESTMENT MANAGER
INVESTMENT PRODUCT PROVIDER
  NON-TRADITIONAL INVESTMENT MANAGER
 

MARKETING CAMPAIGN AWARDS

BEST:

ONLINE CAMPAIGN
BRAND LAUNCH

PRIVATE CLIENT AWARDS

MOST EFFECTIVE:

LEGAL TEAM
TAX AND ACCOUNTANCY TEAM
TRUST COMPANY

WEALTH MANAGEMENT TECHNOLOGY OFFERING AWARDS

BEST:

FRONT OFFICE SOLUTION
TRANSACTION PROCESSING SOLUTION
GLOBAL CUSTODIAN

OTHER WEALTH MANAGEMENT AWARDS

BEST:

INTERNATIONAL FINANCIAL CENTRE
M&A Deal
CHARITY TEAM
LEADING INDIVIDUAL (also including rising star)

Jamie Berry Chief Executive Berry Asset Management

Daniel Freedman Managing Director London & Capital

Tim Gregory Saffery Champness

Jon Needham Head of Fiduciary Services Societe Generale Private Banking

Andrew Fisher Chief Executive, Towry

About our Sponsors

Sponsors


Venue

Royal Courts Of Justice

Address: Strand, London WC2A 2LL

Winners

UK Private Bank – Domestic clients

Schroders Private Banking

UK Private Bank - International Clients Team

RBC Wealth Management

UK Private Bank – High Net Worth Team

Close Brothers Asset Management

UK Private Bank - Ultra High Net Worth Team

Rothschild

UK Private Bank - Wealth Planning Team

UBS

Swiss Private Bank - International Clients

UBS

Swiss Private Bank - High Net Worth Team 

Credit Suisse

Swiss-based Private Bank - Ultra High Net Worth

Citi Private Bank

European Private Bank – Domestic Clients

ABN AMRO Private Banking

European Private Bank - International Client

BNP Paribas Wealth Management

European Private Bank - Ultra High­ Net Worth

BNP Paribas Wealth Management

European Private Bank - Wealth Planning

Societe Generale Private Banking

Investment Management - Specialist Wealth Manager

Heartwood

Investment Management - Private Investment Manager

Schroders Private Banking

Investment Product Provider

Fidelity Worldwide

Investment Management - Non-Traditional Investment Manager 

HSBC Alternative Investments

Best Wealth Management Newcomer In 2013

Sorbus Partners

Best M&A Deal

Canaccord Genuity Wealth Management (formerly known as Collins Stewart Wealth Management.)

Best Online Marketing Campaign

Barclays

Best brand launch 

Coutts

Private Client Advisors – Best Legal Team

Baker & McKenzie

Private Client Advisors - Best Tax and Accountancy Team  

Deloitte

Private Client Advisors – Best Trust Team

RBC Wealth Management

Wealth Management Technology – Best Front-Office Solution

Equipos

Wealth Management Technology Best Transaction Processing Solution 

ERI Bancaire

Wealth Management Technology - Best Global Custodian

Northern Trust

Best International Finance Centre

Jersey Finance Ltd

Best Charity team

J O Hambro Investment Management Ltd

Highly Commended Individual in the Wealth Management Industry

Jamie Berry, Berry  Asset Management

Leading Individual in Wealth Management

Andrew Fisher, Towry