WealthBriefing European Awards, 2013

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

Key Dates

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.

Trusted Advisor Panel

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 and growth-oriented companies. Prior to that, Ausaf had a 25-year career at Merrill Lynch and Morgan Stanley, where he held various senior management positions in both investment banking and wealth management. His international experience includes 13 years based in Hong Kong, Singapore and Tokyo, and extensive experience managing wealth businesses across the MENA region. His broad range of interests include acting as senior advisor to a real estate investment banking firm and serving as a director of SEO London and Tara Arts, two charities focused on education and Asian theatre.

Philippe Bongrand

Senior Partner

Roland Berger

Philippe advises wealth and asset managers on growth, digital strategies and transformation issues. He has worked with more than 50 clients that are global, regional or domestic leaders – in offshore and/or onshore markets - seeking to accelerate their transformation and improve their economics. In his 28 years of experience, he worked both as a strategy consultant and having operational roles in the industry, in particular having led functions such as strategy, business development, sales management, sales force effectiveness and marketing.

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 leaders, writing features and comment pieces, and has spoken at conferences in London, Guernsey and Vienna, among other locations. He has discussed the industry’s issues on Reuters television and the BBC. Previously, Tom was wealth management editor of The Business, the weekly UK magazine run by the Telegraph Group, from 2007 to 2008. Before that, he was a correspondent in various roles at Reuters, the global newswire. Between 1994 and 2000, he was a reporter for Market News International, a New York-headquartered newswire.

Sebastian Dovey

Founder

The Courageous Ideas Partnership

Sebastian Dovey is an entrepreneur, thought leader and board advisor in the fields of global wealth management, consumer insight, scale-up companies and business management. Mr Dovey was the co-founder in 1998 of Scorpio Partnership, an award-winning global management consultancy and insight data business. This was acquired by Aon PLC in 2014. As of October 2018, Mr Dovey is a non-executive director of Milamber Ventures, a director of Angel Academe Nominee (a venture investment vehicle) and on the advisory boards of Align 17 (an impact investment fund platform), Angel Academe (an early stage investor group) and FiComm (a public relations and digital marketing agency). He is also the Independent Chair of the Global Client Experience and Innovation Committee for a major international bank. In addition he advises two sizeable financial families on their strategic growth for their investment offices. His expertise spans 25 years of developing high-impact commercial strategies for private banks, global banks, asset managers, family offices, technology firms, service providers, aggregators and start-up initiatives. Mr Dovey is the 2018 winner of the Wealth Briefing Thought Leader of the Year award and he is Thought Leader-In-Residence for Fitch Learning worldwide.

Mr. Dovey is a regular commentator on the wealth management industry in the press and at conferences and academies, and has chaired and presented leading industry events in Asia, Europe and the United States. He has been a lecturer at The Swiss Finance Institute (formerly the Swiss Banking School) for its executive MBA programme. He serves as a judge of the London School of Economics Entrepreneur of Year awards and is on the editorial board of WealthBriefing.

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 EY , David for many years lead KPMG's private client practice and before that David was a partner in a leading private client law firm. David lectures widely on private client matters.

Charles Lowenhaupt

Chairman and Chief Executive

Lowenhaupt Global Advisors

Charles A Lowenhaupt is a recognized industry leader in managing wealth for ultra-high net worth families around the world. He is also managing member of Lowenhaupt Global Advisor’s affiliated firm, Lowenhaupt & Chasnoff, LLC, the US law firm that was established by Charles’ grandfather in 1908.

Charles is a founding advisory faculty member of the Institute for Private Investors. He advises the Institute as an Emeritus Member and is a contributor to its programs. He is also a co-founder of the Leadership Center for Investment Stewards, a Commissioner of the St. Louis Art Museum, and a director of the Urban League of Metropolitan St. Louis.

He is also past president of Temple Emanuel in St. Louis and is a former director of Forest Park Forever and a former director of Clements Library of the University of Michigan in Ann Arbor.

He has a Bachelor of Arts degree (cum laude) from Harvard University. He also has a Juris Doctorate (Order of the Coif) from the University of Michigan Law School. He is a member of the Bar of New York and Missouri. Charles is co-author with Don Trone of the book, Freedom From Wealth, published in 2011 by McGraw-Hill. He is author of the forthcoming book, The Wise Inheritor’s Guide To Freedom From Wealth.

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 founder and CEO of LawInContext (now called Baker McKenzie Link), the interactive knowledge venture of global law firm, Baker & McKenzie. Philip retired from his CEO role with the company as from the end of 2010, and from his chairmanship of the company as from the end of 2011. He was a partner of Baker & McKenzie, a firm he joined in 1982, and practiced in the area of international taxation throughout his legal career. Philip was based in the Hong Kong office of Baker & McKenzie for 12 years, relocating to the Zurich office of Baker & McKenzie in 1995. Philip has also practiced law in each of New York and Vancouver, British Columbia. Philip retired from Baker & McKenzie at the end of 2009.

Osmond Plummer

Managing Director

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 Institute of Banking & Finance and visiting faculty at EU Business School in Geneva. Osmond worked in private banking in Guernsey, Hong Kong and Dubai prior to moving to Geneva in 1999. The Swiss correspondent for WealthBriefing and the founder of www.wealthcoaching.ch, Osy holds an MBA from Warwick University Business School and PGCHE in Banking & Finance. He is a fellow of the Chartered Institute of Bankers.

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 originally focused on the financial services industry, however in recent years it has built on this M&A expertise and experience and established an additional entrepreneurs and corporates practic.

Ray has extensive multicultural wealth management and private banking/investment banking experience working in territories as diverse as the US, Asia, Middle East and Europe. Earlier positions include: managing director and member of the Private Banking Management Board for SBC/UBS AG; chief investment officer, chief financial officer and member of the executive board of Cedel Bank (renamed Clearstream); chief investment officer for the National Bank of Bahrain including head of international banking and private banking; CEO of Hong Kong, CEO of Japan, head of global capital markets office (London) and head of FIG for Midland Montagu Investment Banking and MD/CEO of Midland Montagu Securities as well as various senior positions within Citigroup, including Head of Asia Pacific Treasury and Capital Markets. Ray is a Harvard Business School & INSEAD alumnus and speaks English, French, Greek and Japanese.

Ian Woodhouse

Head of Strategy and Change

Orbium

With over 25 years of experience, Ian is a recognised expert in private banking and wealth management business and technology improvement. He has multiple project experiences across business, operational, technology and digital issues. He is also an influential thought leader providing insights on relevant industry topics through speaking at key industry conferences and is the author of several articles.

Iain leads Orbium’ s Wealth Management C -level Survey which provides valuable insights from European and Asian executives on how their current and future business and technology models will evolve. He also serves on the editorial advisory boards of leading wealth publications. He has been a judge for the WealthBriefing European awards. Prior to joining Orbium, Ian has held senior roles with PwC , EY and IBM.

Private Bankers Panel

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 Head of Investment Propositions for the UK market and sits on the UK Executlve.

Richard was previously Chief Executive of ING subsidiary , Williams de Broe, an institutional brokerage and private client business and prior to that Chief Executive of Lloyds TSB Private Banking and Lloyds TSB Stockbrokers.

He is fellow of the Chartered Institute of Securities and Investment and Chairman of the CISI Ethics and Integrity Committee. Richard is also a member of the Worshipful Company of International Bankers and the Cornhill Club.

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 Property Private Office.  A barrister and US attorney, William worked in the investment and corporate finance business from 1979 at Kleinwort Benson and Granville before establishing Lord North Street in 2000. He has advised public and private companies and their owners on a wide range of matters. He is an experienced participant in investment committees , non-executive director and chairman.

Ian Ewart

Managing Director

Coutts

Ian Ewart is managing director and global head of products, services and marketing at Coutts and a member of the executive committee of Coutts, the RBS Group’s communications & marketing board and a director of Adam & Company.

Ian’s career has been in business development, strategy and marketing in international private banking and asset management. He has held a number of senior positions, notably at Barclays, HSBC and Paribas.

Of Swiss and British nationality he was educated in the UK, US and France; he is particularly focused on client experience in financial services.

Jamie Macleod

Chief Executive

Berry Asset Management

From 1990 to 1999, Jamie MacLeod was managing director of Scottish Widows Fund Management and head of global business and client services for SW Investment Management. Between 1999 and 2002 he was head of UK and European retail business at Investec Asset Management, as well as a member of the global executive. In June 2002, Jamie joined Skandia Group and founded Skandia Investment Management as chief executive. In 2007, he was appointed CEO of Skandia Investment Group. He also served on the global executive management board of Skandia Group. In September 2010, Jamie joined Berry Asset Management as CEO, acquiring a 20% shareholding in the company from Bordier & Cie. He now sits on the bank's group management board.

Tom Slocock

Managing Director

Deutsche Bank Wealth Management

Tom Slocock is the head of the global investment group within Deutsche Bank Wealth Management, responsible for sourcing, selecting and recommending investment opportunities for wealth management clients globally. He took on this role in late 2015 after almost seven years as CEO of Deutsche Bank’s UK wealth management business. He joined Deutsche Bank after a decade at Credit Suisse. Tom has spent his entire career in the wealth management industry. His focus has been leading teams and businesses, working with wealthy and sophisticated UK based individuals and families and helping to source bespoke solutions tailored to their specific needs.

Finalists

K-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

Sponsors

Venue

Royal Courts Of Justice

Address: Strand, London WC2A 2LL


Tickets

Winners

Photographs

Testimonials

Category Sponsors