WealthBriefing European Awards 2016

Overview

 

Now in its fourth year, the WealthBriefing European Awards are set to spread the word about the profession’s achievements to a wider audience. For 2016 the awards will attract over 500 senior banking and wealth management professionals to the industry’s most prestigious gala event.

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 and individuals apart from their peers 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.

Dates for the diary

  • Entries open August 2015
  • Entries close 22 January 2016
  • Shortlist announced 4 March 2016
  • Award ceremony 19 May 2016

Click here to download the information pack.

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 is managing director of Coombe Advisors, a company he founded to provide strategic, business and financial advice to a network of clients and associated businesses, with a focus on the wealth management industry and growth strategies. 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 a charity.

Paul Ayres

Partner

BDO

Paul joined BDO in 2000 becoming a partner in 2006 where he is now head of the firm’s national private client practice. Paul advises in respect of all private client related tax matters but with a particular specialism in advising clients on their residence and domicile positions. Recognised as one of the most influential individuals in the wealth management industry, Paul is also is a member of the Society of Trust and Estate Practitioners.

Philippe Bongrand

Partner, Wealth Management

Oliver Wyman Financial Services

Philippe Bongrand is a partner at Oliver Wyman Zurich, from where he serves exclusively wealth managers and private banks on growth, transformation and digital opportunities.

He has 20 years of both industry and consulting experience for wealth managers. Prior to joining Oliver Wyman, Philippe was at UBS Wealth Management in Zurich for seven years in charge of global functions such as strategy, business development, sales force effectiveness and marketing.

Philippe started his career at Paribas within the internal risk audit (“Inspection - Generale”) function and worked at Booz, and The Boston Consulting Group, where he was principal in charge of wealth management.

Rosalyn Breedy

Partner

Wedlake Bell

Rosalyn Breedy‘s corporate and financial services practice specialises in advising trust companies, family offices, fund managers and entrepreneurs. Rosalyn has been noted for her incisive ability to interpret overlapping cross-border corporate and financial services laws. She enables clients to effortlessly achieve their strategic goals. With an international client base, Rosalyn provides clients with a uniquely holistic approach to the legal aspects of structuring, business advisory, deals, private capital investments, and regulatory compliance. Rosalyn writes regularly on financial regulation and private wealth matters.

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.

James Campbell

Partner

Bedell Cristin

James is a partner at Bedell Cristin. He advises professional trustees and intermediaries in the Channel Islands, Geneva and internationally on all aspects of Jersey trust law to include the settlement, ongoing operation and restructuring of trusts.

James is co-author of the recently published “Guidelines for Jersey Directors” published by the IoD and is a regular speaker at seminars and conferences. James is ranked as a “leading lawyer” by the Legal 500 2014 directory where they say he is “the standout trust lawyer of his generation in the island”. The Chambers 2015 directory states that James “provides coherent, competent, concise and clear advice on what can be extremely technical issues” and includes James in their “leaders in their field” listing.

Sebastian Dovey

Managing Partner and Co-Founder

Scorpio Partnership

Sebastian is managing partner and co-founder of Scorpio Partnership, established in 1998. The firm is the pre-eminent strategic R&D business hub of the global wealth industry and as of 2014 is owned by Aon Group. Over two decades it has established the now accepted practice of studying the financial habits of the rich and their advisors globally to assist corporate clients in becoming more profitable. In this, Sebastian supports the multinational teams around him in managing their development and execution of creative strategic recommendations surrounding marketing, client journey, business development, brand, M&A, strategy and business efficiency in companies that serve the wealthiest in the world.

Keith MacDonald

Head of Wealth Management

EY

Keith MacDonald is a partner in EY’s global financial services practice where his responsibilities include leading its services to wealth managers and private banks.  He has led a wide range of strategic and transformational programmes across the industry, UK and internationally.  He leads EY’s development and thought leadership in the wealth management and private banking sector, and is a regular contributor to conferences and publications.  Prior to joining EY, Keith was a partner at Capco leading the firm’s retail/corporate/wealth practice.  Before that he was vice president of Capgemini Ernst & Young where he ran the banking consulting business.

Marnin J Michaels

Partner

Baker & McKenzie Zurich

Marnin Michaels has been practicing for more than 15 years in the areas of tax and international private banking. He also handles insurance matters, particularly as it relates to tax investigations and wealth management.

Marnin has written extensively for many international publications and focuses his practice on international estate planning and taxation of trusts for families with connections in the US. He counsels clients on US withholding tax and qualified intermediary rule, as well as money laundering avoidance legislation.

Peter Murley

Director

Innobridge

Peter established Innobridge, a management consultancy, on retirement after four years as CEO of Jersey-based wealth structuring business Hawksford Group in March 2014.

He has considerable background in the design and implementation of business transformation programmes and strategic initiatives for major blue-chip, start-up and existing operations, with wide practical experience of business turnarounds, enterprise acquisition and integration through working with PE.

Operating at senior executive level across a range of disciplines, including IT, HR, Customer Service, Marketing and Operations Management, Peter has worked with a number of prominent businesses in the UK, Western Europe, Russia, Middle East, USA, India, South Africa and Singapore.

Alison Parry

Executive Director

Butterfield Trust (Guernsey)

With more than twenty years’ experience in the offshore fiduciary industry, Alison Parry trained with Coutts & Co before moving to an international bank to lead a team specialising in offshore structures for high value international clients, particularly focusing on North America. Following a secondment to Hong Kong, Alison headed up the Guernsey fiduciary operation at Barclays Wealth.

Alison joined Legis Group in 2008 to run the trust and corporate services division which was subsequently acquired by Butterfield Trust in 2014. Alison is a fellow of the Institute of Chartered Secretaries and Administrators and a member of the Society of Trust and Estate Practitioners.

Wendy Spires

Head of Research

ClearView Financial Media

Wendy has been a wealth management journalist and research writer for eight years, covering a variety of international markets and sub-sectors over that time. She has written an array of in-depth reports on issues affecting private banks and wealth managers, including fintech innovation and implementation, client experience enhancement, branding and marketing strategy, and risk-profiling methodologies.

As well as speaking at conferences in both the UK and abroad, Wendy also regularly consults on strategic and communications issues related to the wealth and asset management market. She carries out research projects among HNW clients, for both internal and external purposes.

Ian Woodhouse

Director, Asset and Wealth Management Consulting

PwC

I’m a business improvement and change consultant working with wealth, asset managers and banks to help them meet the challenges and opportunities from industry disruption and to focus, adapt and change faster at less risk in a sustainable way.

My expertise ranges across the front to back business areas with particular experience of improving client servicing models, enhancing proposition development, business and technology alignment, including digital, and meeting regulatory requirements in an efficient way. I also work on issues around future proofing including envisioning new and differentiating models of client interaction and experience and enabling advisors with tools and new ways of working.

Within PwC, I am a member of the asset and wealth management leadership team with responsibility for key clients, vendor relationships and help drive our thought leadership.

Previously, I have held senior roles with IBM and EY.

Private Bankers Panel

Eric Barnett

Chief Executive

Societe Generale Private Banking Hambros

Eric Barnett became chief executive of Societe Generale Private Banking Hambros in September 2007. Since then he has focused on the development of the firm’s onshore business in the UK and on key strategic international segments such as the French, Indian, Russian, Middle East and Greek markets. He is responsible for developing the group’s commercial and marketing strategies and oversees its private banking activities as well as managing the day-to-day running of the London office. Eric is also a member of the Societe Generale Private Banking executive committee, with supervisory responsibility for the Asian business. Before assuming his current role, Eric was group head of private banking and managing director of the London office at SGPB Hambros.

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.

Mark Hussein

Chief Executive Officer, HSBC Life (UK) and Head of UK Insurance

HSBC Bank

Mark Hussein was appointed CEO, HSBC Life (UK), and Head of UK Insurance in November 2015. Prior to that Mark was appointed to spearhead the strategy for global commercial insurance and investments in 2011. Mark left the group in 2007 to join Kleinwort Benson as head of private wealth management UK and the Channel Islands. He was a member of the Kleinwort Benson group regional executive committee and sat on the board of Kleinwort Benson Trustees. Mark’s responsibilities included the expansion and strategic development of the organisation’s private wealth management business from its London hub and network of regional offices. Mark also had responsibility for the international PWM and private fiduciary business. Prior to joining Kleinwort Benson, Mark spent 13 years with the HSBC Group.

Penny Lovell

Managing Director, Head of Private Client Services

Close Brothers Asset Management

Penny has more than 20 years experience advising private clients, families and charities and, since 2012 has been head of private client services - marketing and business development at Close Brothers Asset Management. She is a member of the CBAM executive committee. Before joining CBAM, Penny was a managing director at Rothschild Wealth Management. For ten years she was a client advisor and then head of business development at Fleming Family & Partners, having joined FF&P from Coutts where she was responsible for the sports and entertainment team. Penny sits on the boards of Pennies, the Digital Charity Box, and Children and the Arts.

Richard Nunnelly

Vice Chairman

Floreat Wealth Management

Richard spent his early career as a bonds fund manager and analyst with BZW but then spent close to two decades in The British Army. Returning to fund management he became a director at Mercury Asset Management and Cazenove Capital Management. He then became a director of Singer & Friedlander followed by two years in Perth with Braveheart Ventures. Recalled to London he spent five years as head of philanthropy with DSP concurrently working with a major UK-based single-family office. Now vice chairman at Floreat, Richard is chairman of Impact Investment Partners and sits on the London School of Economics finance committee.

Nick Perryman

Managing Director

UBS Wealth Management

Nick has nearly 20 years experience in the wealth management sector. He currently serves as head of wealth management for global emerging markets at UBS in London, where he leads a team of 100 professionals covering clients in Central and Eastern Europe, the Middle East, Latin America and Asia-Pacific. In addition he is also responsible for the firm’s financial intermediaries business, and philanthropy proposition in UK and Jersey. Prior to this, for five years, Nick was head of investment products & services, responsible for the investment offering for over GBP30bn of client assets booked in UK and Jersey. Nick joined UBS in 2002, after spending five years at another wealth management firm.

John Reed

Chairman

EFG Private Bank

John Reed has 36 years experience in the financial services industry, over 20 of these at board level. Following his early career with Midland Bank, John spent 14 years with Hambros Bank. Following the firm’s acquisition by Societe Generale, he became group head of risk, then group chief operating officer. His last full-time role was as chief executive of private bank Arbuthnot Latham where he subsequently became a non-executive director. John has held many non-executive director roles, including at Tesco Bank, and today is a non-executive director of five banks and financial services businesses. He recently joined the board of Ford’s in-house bank, FCE Bank.

Michael Reed

Managing Director, Multi-Family Offices

RBC Wealth Management

Mike Reed is managing director, multi family offices for RBC Wealth Management’s international business.

Based in London, Mike has overall responsibility for multi-family offices, and as part of the sales and relationship management team plays a key role in developing its client strategy. He started his career in the Canadian financial services industry and worked as a private client advisor.  Since joining RBC, Mike has held several roles including head of affluent and retirement client strategy and managing director for the RBC Trust Company.

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.

Matthew Spencer

Executive Director and Head of Business Development

Coutts

Matthew Spencer is an executive director and head of business development at Coutts. He leads the team responsible for managing relationships with professional services firms, investment consultants and family offices. In addition his team builds relationships across RBS and NatWest. Matthew joined from Credit Suisse in 2014 where he served as a member of the UK market area team based in Switzerland between 2010 and 2012.

Iain Tait

Partner

London & Capital

Iain Tait became a partner of London & Capital in 2008 and now heads the firm’s private investment office; a division he founded in 2012. The team he leads provides wealth management services for the firm’s largest clients.

Prior to joining London & Capital, Iain ran his own wealth management business for five years in association with Zurich Financial Services, where he built and maintained a significant HNW client base. Before that, he was a partner at Freeman, Farmer and Anderson at only 27.

Jean-Louis Tourne

CEO

Bank Insinger de Beaufort, UK Branch

Jean-Louis Tourne’s international corporate banking experience began as a swap trader in New York. His subsequent career has seen him appointed as head of corporate banking at BNP in Los Angeles and Taiwan, and as the firm’s deputy head of wealth management in Singapore and then head of wealth management in Bahrain, Taiwan and Greece (including a position as Chief Executive of Piraeus Wealth Management, a joint venture between BNP Wealth Management and Piraeus Bank).

He has been posted in London since 10/2012.

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 of their bi-annual Wealth Management Report. Bruce is now CEO of Weatherill Consulting providing advice on client centricity and wider strategic matters to wealth managers. He is the author of The Value of Trust: the quest by Wealth Managers for Trusted Advisor status and a number of other thought leadership reports. Bruce is  chairman of ClearView Financial Media and a non-executive of a number of companies including Fidelity Holdings UK, The Wisdom Council, ComPeer and JDX Consulting.

This event has now taken place.

Finalists

UK private banking categories

Overall UK private bank

  • Barclays Wealth & Investment Management
  • C Hoare & Co
  • Citi Private Bank
  • HSBC Private Bank
  • Rothschild Wealth Management
  • Societe Generale Private Banking Hambros

International clients team

  • HSBC Private Bank
  • RBC Wealth Management
  • UBS Wealth Management

High net worth team

  • Barclays Wealth & Investment Management
  • HSBC Private Bank
  • UBS Wealth Management

UHNW team

  • Citi Private Bank
  • HSBC Private Bank
  • Rothschild Wealth Management

Wealth planning team

  • Barclays Wealth & Investment Management
  • UBS Wealth Management
  • Union Bancaire Privee

Best private bank – client service

  • Berenberg
  • Citi Private Bank

European private banking categories

Overall European private bank

  • ABN AMRO Private Banking
  • Berenberg
  • BNP Paribas Wealth Management
  • Citi Private Bank
  • Societe Generale Private Banking

UHNW team

  • BNP Paribas Wealth Management
  • Citi Private Bank
  • Societe Generale Private Banking

Best private bank – client service

  • ABN AMRO Private Banking
  • BNP Paribas Wealth Management
  • Citi Private Bank

Best private bank – talent management

  • JP Morgan Private Bank
  • Societe Generale Private Banking

Investment management categories

Specialist wealth/private investment manager – under £5 billion AuM

  • ACPI Investments
  • Banque Paris Bertrand Sturdza
  • Heartwood Investment Management
  • London & Capital
  • Sandaire Investment Office

Specialist wealth/private investment manager – over £5 billion AuM

  • Bordier (UK)
  • Canaccord Genuity Wealth Management
  • Close Brothers Asset Management
  • Rothschild Wealth Management
  • St James’s Place

Investment product provider

  • Banque Paris Bertrand Sturdza
  • Castellain Capital
  • Close Brothers Asset Management
  • FORE  Partnership
  • Union Bancaire Privee

Alternative investment manager

  • Absolute Return Strategies
  • Aurum Fund Management
  • FORE Partnership
  • HSBC Alternative Investments
  • Standard Life Wealth
Platform Providor – Editor’s Award
  • BNP Paribas Wealth Management

Private investment office/multi-family office

  • Hassium Asset Management
  • London & Capital
  • Oracle Capital Group
  • Sandaire Investment Office
  • Sorbus Partners
  • Stanhope Capital

ETF provider

  • Deutsche AWM
  • ETF Securities
  • UBS Asset Management
  • Vanguard Asset Management
  • WisdomTree Europe

Marketing/PR categories

Best marketing campaign (Online, print, brand launch/relaunch)

  • Charities Aid Foundation
  • EFG Asset Management
  • HSBC Private Bank
  • Lombard International Assurance
  • UBS Wealth Management

Best PR programme

  • Barclays Wealth & Investment Management
  • Positive Alpha
  • Tilney Bestinvest
  • UBS Wealth Management

Private client categories

Private client law firm

  • Bedell Cristin
  • Penningtons Manches
  • Ramparts European Law Firm
  • Stephenson Harwood
  • Taylor Wessing

Offshore law firm

  • Bedell Cristin
  • Collas Crill
  • CS Global Partners
  • Ramparts European Law Firm

Private client lawyer

  • CS Global Partners – Micha Emmett
  • Ramparts European Law Firm – Emma Lejeune
  • Taylor Wessing – Andrew Hine

Family law legal team – editor’s award

  • Kingsley Napley

Pensions advisor of the year 

  • RiverPeak Wealth
  • Saunderson House

Philanthropy offering

  • Charities Aid Foundation
  • Coutts
  • National Philanthropic Trust UK
  • Prism The Gift Fund
  • UBS Wealth Management

Independent trust or fiduciary company 

  • Bedell Trust
  • Elian
  • JTC
  • Salamanca Group Trust & Fiduciary
  • Saffery Champness Registered Fiduciaries

Wealth management technology companies (open to technology vendors only)

Front office solution

  • Avaloq UK
  • Backstop Solutions Group
  • Expersoft Systems
  • Objectway
  • SS&C Advent

Transaction processing solution 

  • Avaloq UK
  • ERI Banking Software
  • Expersoft Systems
  • JHC Systems
  • Platform Securities

Portfolio management

  • Avaloq UK
  • Charles River Development
  • ERI Banking Software
  • Objectway
  • SS&C Advent

Client communications and reporting

  • InvestCloud
  • Objectway
  • SimCorp Coric
  • Trusted Family
  • Vermillion Software

Outsourcing solution

  • Avaloq UK
  • Expersoft Systems
  • Objectway
  • Platform Securities
  • Quantstore
Compliance
  • Expersoft Systems
  • KlarityRisk
  • Quantstore

Wealth management technology companies (open to any organisation)

Best implementation of a technology solution

  • Coutts
  • JHC Systems
  • Quantstore
  • Trusted Family
  • Vermillion Software

Risk profiling solution

  • BITA Risk
  • Dynamic Planner
  • Expersoft Systems
  • KlarityRisk

Risk management

  • BITA Risk
  • Expersoft Systems
  • KlarityRisk
  • Tindeco Financial Services

CRM system

  • Backstop Solutions Group
  • Expersoft Systems
  • Salesforce

On-boarding

  • Appway
  • Dorsum
  • Expersoft Systems
  • KlarityRisk
  • Profile Software

Innovative client solution– technology companies only

  • Apprecie
  • BRT
  • Dorsum
  • Quantstore
  • Tindeco Financial Services

Innovative client solution – financial advisory companies

  • Cadell + Co
  • Close Brothers Asset Management
  • National Philanthropic Trust
  • Union Bancaire Privée (FOSS Family Office Services Switzerland)
  • Vanguard

Other wealth management categories

International finance centre

  • Gibraltar Finance Centre
  • Guernsey International Finance Centre
  • Jersey
  • MALTA represented by the Ministry for the Economy, Investment and Small Business

Global custodian

  • Northern Trust
  • Pershing, a BNY Mellon Company

Leading individual (banks)

  • Barclays Wealth & Investment Management – John Derrick
  • Barclays Wealth & Investment Management – Rob Mcintyre
  • C Hoare & Co – Tim Bailey
  • Societe Generale Private Banking – Stephane Wathier

Leading individual (advisors) 

  • Chawker & Co – Edward Goodchild
  • EY – David Kilshaw
  • Ministry for the Economy, Investment and Small Business – Dr Nadine Lia
  • RiverPeak Wealth – James Powell
  • Stanhope Capital – Guy Paterson

Rising star

  • C Hoare & Co – Freddie Lower
  • Government of Malta – Ministry for the Economy and Investment – Dr Nadine Lia
  • Societe Generale Private Banking – Oleg Domozhirov
  • Societe Generale Private Banking – Damien Pierron
  • Waverton Investment Management – James Mee

Women in wealth management

  • Appleby Fiduciary Business – Farah Ballands
  • Boston Multi-Family Office – Katherine Ellis
  • C Hoare & Co – Annamaria Koerling
  • Northern Trust – Lesley Hodgson
  • UBS Wealth Management – Susan Ward

Outstanding contribution to wealth management thought leadership

  • BNP Paribas Wealth Management
  • EY
  • NPG Wealth Management
  • PwC & UBS
  • Vanguard Asset Management

Lifetime achievement

  • To be announced at awards dinner.

Sponsors

Benefits

These prestigious awards recognise excellence within the wealth management sector. In addition they provide your business with a highly affluent, captive audience of private bankers, lawyers, accountants, financial advisors and technology providers across the wealth management sector. Consequently these awards present your business with a unique opportunity to be involved in industry sector sponsorship giving your company the following:
  • Exposure across our subscription base and associated international media (60,000 subscribers worldwide)
  • Extensive brand exposure on the night to over 450 of the world’s leading wealth management professionals
  • The opportunity to target an affluent market with high disposable income
  • Excellent networking opportunities with senior decision-makers
  • Association with leading industry awards
  • The chance to develop new contacts and expand your sales network
  • Increased brand exposure within the wealth management sector
  • Listing in IFC world

Venue

Guildhall, City of London

Address: Guildhall, Gresham St, London, EC2V 7HH

Telephone: +44 20 7606 3030

Tickets

This event has now taken place.

Winners

UK PRIVATE BANKING CATEGORIES

OVERALL UK PRIVATE BANK

C Hoare & Co – Highly Commended
Rothschild Wealth Management – Winner

INTERNATIONAL CLIENTS TEAM
UBS Wealth Management

HNW TEAM
UBS Wealth Management

UHNW TEAM
Citi Private Bank

WEALTH PLANNING TEAM
UBS Wealth Management

BEST PRIVATE BANK – CLIENT SERVICE
Citi Private Bank

EUROPEAN PRIVATE BANKING CATEGORIES

OVERALL EUROPEAN PRIVATE BANK
ABN AMRO Private Banking

UHNW TEAM
BNP Paribas Wealth Management

BEST PRIVATE BANK – CLIENT SERVICE
ABN AMRO Private Banking

BEST PRIVATE BANK – TALENT MANAGEMENT
Societe Generale Private Banking

INVESTMENT MANAGEMENT CATEGORIES

SPECIALIST WEALTH/PRIVATE INVESTMENT MANAGER – UNDER £5 BILLION AUM

ACPI Investments – Winner
Heartwood Investment Management – Highly Commended

SPECIALIST WEALTH/PRIVATE INVESTMENT MANAGER – OVER £5 BILLION AUM
Rothschild Wealth Management

INVESTMENT PRODUCT PROVIDER
Close Brothers Asset Management

ALTERNATIVE INVESTMENT MANAGER
HSBC Alternative Investments

PLATFORM PROVIDER – EDITOR’S AWARD
BNP Paribas Wealth Management

PRIVATE INVESTMENT OFFICE/MULTI-FAMILY OFFICE
Sandaire Investment Office

ETF PROVIDER
Vanguard Asset Management

MARKETING/PR CATEGORIES

BEST MARKETING CAMPAIGN
(Online, print, brand launch/relaunch)
EFG Asset Management

BEST PR PROGRAMME 
Barclays Wealth & Investment Management

PRIVATE CLIENT CATEGORIES

PRIVATE CLIENT LAW FIRM
Taylor Wessing

OFFSHORE LAW FIRM
Collas Crill

PRIVATE CLIENT LAWYER
Taylor Wessing – Andrew Hine

FAMILY LAW LEGAL TEAM – EDITOR’S AWARD
Kingsley Napley

PENSIONS ADVISOR OF THE YEAR 
Saunderson House

PHILANTHROPY OFFERING
Coutts – Winner
National Philanthropic Trust – Highly Commended

INDEPENDENT TRUST OR FIDUCIARY COMPANY 
Saffery Champness Registered Fiduciaries

WEALTH MANAGEMENT TECHNOLOGY COMPANIES (OPEN TO TECHNOLOGY VENDORS ONLY)

FRONT OFFICE SOLUTION
Objectway

TRANSACTION PROCESSING SOLUTION 
Avaloq UK

PORTFOLIO MANAGEMENT
ERI Banking Software

CLIENT COMMUNICATIONS AND REPORTING
Objectway

OUTSOURCING SOLUTION
Avaloq UK

COMPLIANCE
KlarityRisk

WEALTH MANAGEMENT TECHNOLOGY COMPANIES (OPEN TO ANY ORGANISATION)

BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION
Quantstore

RISK PROFILING SOLUTION
BITA Risk

RISK MANAGEMENT
KlarityRisk

CRM SYSTEM
Expersoft Systems

ONBOARDING
Appway

Dorsum – highly commended

INNOVATIVE CLIENT SOLUTION – TECH COMPANIES ONLY
Quantstore

INNOVATIVE CLIENT SOLUTION – FINANCIAL ADVISORY COMPANIES
Close Brothers Asset Management

OTHER WEALTH MANAGEMENT CATEGORIES

INTERNATIONAL FINANCE CENTRE
Jersey

GLOBAL CUSTODIAN
Northern Trust

LEADING INDIVIDUAL (BANKS)
Barclays Wealth & Investment Management – Rob Mcintyre

LEADING INDIVIDUAL (ADVISORS)
EY – David Kilshaw

RISING STAR
C Hoare & Co – Freddie Lower – Joint Winner
Waverton Investment Management – James Mee – Joint Winner

WOMEN IN WEALTH MANAGEMENT
UBS Wealth Management – Susan Ward

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP 
EY

LIFETIME ACHIEVEMENT

David Lough

Photographs

Testimonials

“What a great night yesterday. The location was majestic and the most impressive award ceremony place I have been to.” Olivier Vella, Marketing Manager, BNP Paribas Wealth Management

“Thank you so much to you and your team for last night’s brilliant event. We had such great fun on our table and the venue was incredible. ” Elliott Wallis, London & Capital

“Thank you and your team for a wonderful evening. I thought the food and wine was spectacular for such a large catered event and the entertainment was inspired for that space. Delighted to have been a part of the evening, will definitely return next year.” Andrea Goodman, Relationship Manager, London – Collas Crill

“It was a truly magnificent evening, and a triumph for all concerned.” Gordon Puckey, Managing Director Pheonix Financial PR

“Thanks for a great event… It was well attended and superbly run.” Nic Basson, Director and Head of Marketing Source

“Just wanted to thank you guys for the fantastic work and organisation last night. It was an exceptional event at an exceptional venue. We had many of our clients there yesterday who found the event very impressive.” Tayyab Mohammed, Director, Agreus

“Thank you for organising such a great event. Our team said it was a fantastic evening.” Natalie Chow, Canaccord Genuity Wealth Management

“It was one of the best award ceremonies we have been to and I think it’s fair to say we’ll be there next year.” Victoria Thompson, Marketing & Communications – Dion Global Solutions

Category Sponsors