WealthBriefing European Awards 2017

Overview

A warm welcome to the WealthBriefing European Awards 2017. Nominations are now open and we look forward to seeing old and new faces taking part in this prestigious event.

For those new to the awards, the categories are focused around three main areas:

  • Experts (individuals and teams)
  • Products
  • Services for wealth managers and clients/institutions of all sizes and types

As in previous years, independence, integrity and genuine insight will be the watchwords of the judging process and will be conducted by an expert panel drawn from both private banks and trusted advisors/consultants to the sector.

To avoid any conflict of interest we have two judging panels. One panel of bankers who judge the trusted advisor categories. Another panel of trusted advisors who are responsible for judging the banking categories.

Winning an WealthBriefing European Award sets organisations and individuals apart from their peers and is a tangible demonstration that they have something special to offer, rewarding achievement and showcasing top class performance and innovation.

We very much hope you take part and look forward to seeing you at the 2017 awards ceremony.

Key dates for the diary

  • Nominations close 23 January 2017 (at midnight)
  • Shortlist announcement 20 February 2017
  • Judges meeting 9 March 2017 (from 12 noon)
  • Awards dinner  11 May 2017 (from 6.30pm)

How to enter

  • Click on the categories tab – located on the LH side
  • Fill in the online form with your details
  • Select the categories you wish to enter
  • Press submit

Once the form is submitted, you will automatically receive a confirmation email with a link to the awards questionnaire. Please follow the instructions on page 2 of the questionnaire, then complete your submissions by the closing date.

Key Dates

  • Nominations close 23 January 2017 (at midnight)
  • Shortlist announcement 20 February 2017
  • Judges meeting 9 March 2017 (from 12 noon)
  • Awards dinner  11 May 2017 (from 6.30pm)

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.

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.

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.

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.

Steve Dyson

Director

Investment & Wealth Management Consultants

Steve is a founding director of Investment & Wealth Management Consultants. He has over 30 years experience in the financial services industry and has held senior positions in the wealth management sector as operations director for Schroders Private Bank, and head of product development for State Street's wealth manager services division. In addition, Steve has worked at The Bank of New York where he managed their enterprise level global banking relationships and at Citisoft Consultants where he was head of European business development.

Steve brings a unique insight into industry trends and challenges given his senior roles within wealth management, investment operations, outsourcing and consulting.

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.

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

Gillian Austin-King

European Head of Programme and Project Audit

HSBC Bank

Gillian is a chartered accountant, a chartered banker and a member of the CISI with MBAs in both banking and finance and degrees in economics and law. Gillian started off in audit with Price Waterhouse before moving into industry post-qualification. Gillian spent several years working for various financial institutions as well as working for a number years as a senior management consultant for a small management consultancy. Gillian is currently European head of programme and project audit for HSBC.

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.

Hans-Peter Borgh

Head of Wealth Management

BIL

Hans-Peter Borgh was appointed head of wealth management at Banque Internationale a Luxembourg (BIL) in November 2015 where his role is to develop the bank’s private banking activities in Luxembourg and other select target markets.  Prior to this he was chief commercial officer of ABN AMRO Private Banking, Asia & Middle East where he was a senior member of the bank’s regional management team responsible for strategy and business development, performance and sales management and marketing and communications.  A banker with over 16 years experience, Hans-Peter joined ABN AMRO in 1997 from ANZ where he was regional head of affluent banking Asia Pacific.

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.

Etienne D'Arenberg

Partner

Bank Mirabaud

Etienne d’Arenberg, a limited partner in the Mirabaud group that he joined in 1999, is the recipient of the WealthBriefing Swiss Awards 2016 Leading Individual (Bankers) award.  As a Mirabaud banker, and in his own family office he focuses on families, their overall circumstances and their portfolios as a head of the UK Market. Etienne graduated from the hotel management school (Lausanne) with an MSc (Management) of Boston University. Prior to that he was an MD at Creditanstalt Investment Bank in Vienna and an analyst in Paris. He speaks French, English, German, Italian, and has good notions of Dutch and Spanish.

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.

Olivier Maugarny

Head of Offering and Sales

BNP Paribas Wealth Management

After seven years as a consultant, Olivier joined the BNP Paribas group in 1990.  In 1994 he was appointed managing director of BNP Paribas Equities France, and in 2000 moved to BNP Paribas Private Banking as head of the advisory desk.

Oliver has been global head of investment services for the business line since 2004.  As such he covers the conception and marketing of products, advisory and discretionary portfolio management, as well as fiduciary and wealth planning services for wealth management entities worldwide.   He has also been in charge of the sales and marketing function since 2010 and has been a member of BNP Paribas Wealth Management’s executive committee since 2004.

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 executive director and head of business development at Coutts with specific responsibility for developing, managing and coordinating relationships with professional service firms and family offices - an area he has specialised in since 1998.  He joined from Credit Suisse in 2014 where he served as a member of the UK market area management team and was 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.

Finalists

UK PRIVATE BANKING CATEGORIES  

OVERALL UK PRIVATE BANK 

NOMINEES
Barclays
Citi Private Bank
Coutts
HSBC Private Banking
Rothschild Private Wealth

DOMESTIC CLIENTS TEAM 

NOMINEES
Barclays
HSBC Private Banking
Kleinwort Hambros

INTERNATIONAL CLIENTS TEAM 

NOMINEES
Citi Private Bank
HSBC Private Banking
UBS Wealth Management

HNW TEAM 

NOMINEES
Barclays
Coutts
HSBC Private Banking
Kleinwort Hambros
UBS Wealth Management

UHNW TEAM 

NOMINEES
Citi Private Bank
Coutts
HSBC Private Banking
Lombard Odier
Rothschild Private Wealth

CHARITY TEAM 

NOMINEES
Close Brothers Asset Management
Rothschild Private Wealth
UBS Wealth Management
Waverton Investment Management

UK PRIVATE BANKING CATEGORIES  

BEST PRIVATE BANK – CLIENT SERVICE 

NOMINEES
Barclays
Citi Private Bank
Lombard Odier

PRIVATE BANK – CUSTOMER FACING DIGITAL CAPABILITIES 

NOMINEES
Barclays
Coutts
Lombard Odier

EUROPEAN PRIVATE BANKING CATEGORIES

OVERALL EUROPEAN PRIVATE BANK 

NOMINEES
ABN AMRO Private Banking
BNP Paribas Wealth Management
Lombard Odier
Rothschild Private Wealth
Societe Generale Private Banking

DOMESTIC CLIENTS TEAM 

NOMINEES
ABN AMRO Private Banking
Banque Paris Bertrand Sturdza
Banque Internationale a Luxembourg
Nykredit Private Bank Elite

INTERNATIONAL CLIENTS TEAM 

NOMINEES
Banque Paris Bertrand Sturdza
Banque Internationale a Luxembourg
BNP Paribas Wealth Management
Citi Private Bank
HSBC Private Banking (Suisse) SA

UHNW TEAM 

NOMINEES
Banque Paris Bertrand Sturdza
BNP Paribas Wealth Management
Citi Private Bank

BEST PRIVATE BANK – CLIENT SERVICE 

NOMINEES
ABN AMRO Private Banking
Citi Private Bank
Lombard Odier
REYL & Cie

BEST PRIVATE BANK – INVESTMENT MANAGEMENT PLATFORM 

NOMINEES
Banque Paris Bertrand Sturdza
BNP Paribas Wealth Management
Lombard Odier
Union Bancaire Privee

INVESTMENT MANAGEMENT CATEGORIES

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

NOMINEES
ACPI Investments
Hassium Asset Management
Lincoln Private Investment Office
Saunderson House

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

NOMINEES
Bordier UK
Close Brothers Asset Management
Rothschild Wealth Management
Standard Life Wealth

ALTERNATIVE INVESTMENT MANAGER 

NOMINEES
Avignon Capital
Signia Wealth
UBP

EXTERNAL ASSET MANAGEMENT PLATFORM AND OFFERING – EDITOR’S AWARD

NOMINEES
BNP Paribas Wealth Management

PRIVATE INVESTMENT OFFICE/ MULTI-FAMILY OFFICE 

NOMINEES
Hassium Asset Management
Lincoln Private Investment Office
Peritus Investment Consultancy
REYL & Cie
Stonehage Fleming

ETF PROVIDER 

NOMINEES
ETF Securities
Lyxor ETF
WisdomTree

MARKETING/PR CATEGORIES

BEST MARKETING OR PR CAMPAIGN 

NOMINEES
Barclays
Lombard Odier
Phoenix Financial PR
Tilney Group
UBS Wealth Management & Headland

PRIVATE CLIENT CATEGORIES

PRIVATE CLIENT LAW FIRM 

NOMINEES
Anaford
Druces
Stephenson Harwood
Taylor Wessing

OFFSHORE LAW FIRM 

NOMINEES
Bedell Cristin
Ogier

PRIVATE CLIENT LAWYER 

NOMINEES
CS Global Partners – Micha-Rose Emmett
Druces – Robert Macro
Stephenson Harwood – James Quarmby
Taylor Wessing – Andrew Hine
Taylor Wessing – Emma Jordan

FAMILY LAW LEGAL TEAM 

NOMINEES
Charles Russell Speechlys
Kingsley Napley

PENSIONS ADVISOR OF THE YEAR 

NOMINEES
Close Brothers Asset Management
Kleinwort Hambros
RiverPeak Wealth

INDEPENDENT TRUST OR FIDUCIARY COMPANY 

NOMINEES
Boston MFO
Intertrust
JTC
Saffery Champness Registered Fiduciaries
Salamanca Group Trust & Fiduciary
ZEDRA Jersey

INSTITUTIONAL TRUST OR FIDUCIARY COMPANY 

NOMINEES
Northern Trust
RBC Wealth Management

MANAGEMENT CONSULTANCY 

NOMINEES
EY
Gulland Padfield

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (TECH VENDORS ONLY)

FRONT OFFICE SOLUTION 

NOMINEES
Avaloq
ERI Banking Software
Expersoft Systems
Objectway
Salesforce
SS&C Advent

TRANSACTION PROCESSING SOLUTION 

NOMINEES
Avaloq
Calastone
ERI Banking Software
Expersoft Systems

PORTFOLIO MANAGEMENT 

NOMINEES
BITA Risk
ERI Banking Software
Expersoft Systems
SS&C Advent
swissQuant Group
Tindeco Financial Services

CLIENT COMMUNICATIONS 

NOMINEES
Expersoft Systems
IBO
InvestCloud
Profile Software
SS&C Advent
WealthArc

CLIENT REPORTING 

NOMINEES
Dorsum Co
Expersoft Systems
InvestCloud
SS&C
Vermilion – A FactSet Company

COMPLIANCE 

NOMINEES
Expersoft Systems
Klarity Risk
Prometeia
Qumram
Thomson Reuters

CRM SYSTEM 

NOMINEES
Expersoft Systems
InvestCloud
Salesforce
Tindeco Financial Services

OUTSOURCING SOLUTION 

NOMINEES
Avaloq
Expersoft Systems
Pershing, a BNY Mellon Company
Platform Securities
SS&C

DATA PROVIDER 

NOMINEES
Financial Express
Prometeia
FactSet

RISK PROFILING SOLUTION 

NOMINEES
BITA Risk
Dynamic Planner
Expersoft Systems
IBO
Profile Software

RISK MANAGEMENT 

NOMINEES
Klarity Risk
Prometeia
swissQuant Group
Thomson Reuters
FactSet

ON-BOARDING 

NOMINEES
Appway
Expersoft Systems
Objectway
Profile Software

INNOVATIVE CLIENT SOLUTION 

NOMINEES
Dorsum Co
IBO
SS&C
swissQuant Group
WealthArc

CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION 

NOMINEES
Expersoft Systems
Globacom Technologies
Objectway

INNOVATIVE FINTECH SOLUTION 

NOMINEES
ayondo
Hearsay Systems
Qumram
swissQuant Group
WealthArc

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (IN-HOUSE SOLUTIONS ONLY)  

INNOVATIVE CLIENT SOLUTION 

NOMINEES
Barclays
BNP Paribas Wealth Management
Cadell + Co
Close Brothers Asset Management
REYL & Cie

OTHER WEALTH MANAGEMENT CATEGORIES

INTERNATIONAL FINANCE CENTRE 

NOMINEES
Jersey
Guernsey
MALTA, represented by the Ministry for the Economy, Small Business and Investment

PRIVATE CLIENT BUSINESS

NOMINEES
BNY Mellon Wealth Management
Platform Securities
Pershing, a BNY Mellon Company

WEALTH PLANNING TEAM 

NOMINEES
Barclays
Close Brothers Asset Management
Mazars Wealth Management
Societe Generale Private Banking
UBS Wealth Management

PHILANTHROPY OFFERING/ INITIATIVE OF THE YEAR 

NOMINEES
Charities Aid Foundation
Close Brothers Asset Management
Coutts
National Philanthropic Trust UK
UBS Wealth Management

RISING STAR 

NOMINEES
Barclays – Anthony Ward
Barclays – Robert Drabble
Northern Trust – David Clerey

WOMEN IN WEALTH MANAGEMENT (INDIVIDUAL CONTRIBUTION) 

NOMINEES
Boston MFO – Katherine Ellis
Estera – Farah Ballands

WOMEN IN WEALTH MANAGEMENT (COMPANY CONTRIBUTION) 

NOMINEES
BNP Paribas Wealth Management

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY) 

NOMINEES
BNP Paribas Wealth Management
EY

LEADING INDIVIDUAL (BANKER) 

Winner will be announced at awards dinner

LIFETIME ACHIEVEMENT

Winner will be announced at awards dinner

Sponsors

These prestigious awards recognise excellence within the wealth management and family office industry. 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 300 of Europe’s leading wealth management professionals.
  • The opportunity to target an a uent 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

Winners

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (TECH VENDORS ONLY)

FRONT OFFICE SOLUTION 

WINNER
Objectway

TRANSACTION PROCESSING SOLUTION 

WINNER
ERI Banking Software

PORTFOLIO MANAGEMENT 

WINNER
swissQuant Group

CLIENT COMMUNICATIONS 

WINNER
InvestCloud

CLIENT REPORTING 

InvestCloud – Highly Commended
Vermillion – A FactSet Company – Winner

COMPLIANCE 

WINNER
Qumram

CRM SYSTEM 

WINNER
Tindeco Financial Services

OUTSOURCING SOLUTION 

WINNER
Pershing, a BNY Mellon Company

DATA PROVIDER 

WINNER
FactSet

RISK PROFILING SOLUTION 

WINNER
BITA Risk

RISK MANAGEMENT 

WINNER
Klarity Risk

ON-BOARDING 

WINNER
Appway

INNOVATIVE CLIENT SOLUTION 

WINNER
WealthArc

CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION 

WINNER
Globacom Technologies

INNOVATIVE FINTECH SOLUTION 

WINNER
WealthArc

 

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (IN-HOUSE SOLUTIONS ONLY)  

INNOVATIVE CLIENT SOLUTION 

WINNER
BNP Paribas Wealth Management

 

MARKETING/PR CATEGORIES

BEST MARKETING OR PR CAMPAIGN 

WINNER
Lombard Odier

PRIVATE CLIENT CATEGORIES

PRIVATE CLIENT LAW FIRM 

WINNER
Stephenson Harwood – Winner
Taylor Wessing – Highly Commended

OFFSHORE LAW FIRM 

WINNER
Ogier

PRIVATE CLIENT LAWYER 

WINNER
Stephenson Harwood – James Quarmby

FAMILY LAW LEGAL TEAM 

WINNER
Charles Russell Speechlys

PENSIONS ADVISOR OF THE YEAR 

WINNER
Close Brothers Asset Management

INDEPENDENT TRUST OR FIDUCIARY COMPANY 

WINNER
JTC

INSTITUTIONAL TRUST OR FIDUCIARY COMPANY 

WINNER
RBC Wealth Management

MANAGEMENT CONSULTANCY 

WINNER
EY

 

INVESTMENT MANAGEMENT CATEGORIES

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

WINNER
ACPI Investments

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

WINNER
Rothschild Wealth Management

ALTERNATIVE INVESTMENT MANAGER 

WINNER
UBP

EXTERNAL ASSET MANAGEMENT PLATFORM AND OFFERING – EDITOR’S AWARD

WINNER
BNP Paribas Wealth Management

PRIVATE INVESTMENT OFFICE/ MULTI-FAMILY OFFICE 

WINNER
Stonehage Fleming

ETF PROVIDER 

WINNER
Lyxor ETF

 

EUROPEAN PRIVATE BANKING CATEGORIES

BEST PRIVATE BANK – INVESTMENT MANAGEMENT PLATFORM 

WINNER
Union Bancaire Privee

BEST PRIVATE BANK – CLIENT SERVICE 

WINNER
ABN AMRO Private Banking

UHNW TEAM 

WINNER
BNP Paribas Wealth Management

INTERNATIONAL CLIENTS TEAM 

WINNER
Banque Internationale a Luxembourg

DOMESTIC CLIENTS TEAM 

WINNER
ABN AMRO Private Banking – Winner
Nykredit Private Bank Elite – Highly Commended

OVERALL EUROPEAN PRIVATE BANK 

WINNER
BNP Paribas Wealth Management

 

UK PRIVATE BANKING CATEGORIES  

PRIVATE BANK – CUSTOMER FACING DIGITAL CAPABILITIES 

WINNER
Lombard Odier

BEST PRIVATE BANK – CLIENT SERVICE 

WINNER
Citi Private Bank

CHARITY TEAM 

Close Brothers Asset Management – Winner
Waverton Investment Management – Highly Commended

UHNW TEAM 

WINNER
Citi Private Bank

HNW TEAM 

WINNER
Coutts

INTERNATIONAL CLIENTS TEAM 

WINNER
UBS Wealth Management

DOMESTIC CLIENTS TEAM 

WINNER
Barclays

OVERALL UK PRIVATE BANK 

HSBC Private Banking  – Winner
Rothschild Private Wealth – Highly Commended

OTHER WEALTH MANAGEMENT CATEGORIES

INTERNATIONAL FINANCE CENTRE 

WINNER
Jersey

GLOBAL CUSTODIAN TO PRIVATE CLIENT BUSINESSES

WINNER
Pershing, a BNY Mellon Company

WEALTH PLANNING TEAM 

WINNER
Societe Generale Private Banking

PHILANTHROPY OFFERING/ INITIATIVE OF THE YEAR 

Coutts – Joint Winner
UBS Wealth Management – Joint Winner

RISING STAR 

WINNER
Northern Trust – David Clerey

WOMEN IN WEALTH MANAGEMENT (INDIVIDUAL CONTRIBUTION) 

WINNER
Boston MFO – Katherine Ellis

WOMEN IN WEALTH MANAGEMENT (COMPANY CONTRIBUTION) – EDITOR’S AWARD

WINNER
BNP Paribas Wealth Management

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY) 

WINNER
EY

LEADING INDIVIDUAL (BANKER) 

Helen Watson – Rothschild Private Wealth – Winner
James West – Arbuthnot Latham – Highly Commended

LIFETIME ACHIEVEMENT

David Bellamy – St James’s Place Wealth Management

Photographs

Testimonials

“What a great night yesterday. The location was majestic and the most impressive award ceremony place I have been to.”

“It was a truly magnificent evening, and a triumph for all concerned.”

“Thanks for a great event… It was well attended and superbly run.”

“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.”

“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.”

“Thank you for organising such a great event. Our team said it was a fantastic evening.”

“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.”

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