WealthBriefing European Awards 2018

Overview

A warm welcome to the WealthBriefing European Awards 2018. 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 three 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 and a new panel of technology experts to judge the tech 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 o er, rewarding achievement and showcasing top class performance and innovation.

We very much hope you take part and look forward to seeing you at the 2018 awards ceremony.

Key Dates

  • Nominations close 12 January 2018 (at midnight)
  • Shortlist announcement 12 February 2018
  • Judges meeting 2 March 2018 (from 12 noon)
  • Awards dinner 26 April 2018 (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 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.

Paul Ayres

Partner

BDO

Paul joined BDO in 2000 becoming a partner in 2006 and is now head of BDO’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, a partner at Wedlake Bell, is a corporate and financial services lawyer with 24 years’ experience working in private practice, investment banking and at a multi-family office. Her core clients are family and owner managed businesses, family offices, trustees, private capital investors, private wealth managers and entrepreneurs (particularly private equity, hedge fund principals, fintech businesses) and other city professionals. Rosalyn also establishes private funds, advises family offices and fund management businesses and acts on a range of private equity and joint venture deals. Rosalyn has been a judge on the WealthBriefing European awards and has written a range of articles and presented seminars for family office conferences, accountants, wealth managers, alternative investment fund managers and fiduciary services. She has spoken in London, Guernsey, Isle of Man, Jersey, Montreux, Geneva, Monaco, Vancouver and Cape Town.

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.

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.

Peter Murley

Past Chief Executive Officer of the Hawksford Group

Peter was CEO of the Hawksford Group, a regulated Jersey-based wealth structuring business, for four years to March 2014 and now runs his own consultancy business, Innobridge, specialising in business turnarounds, due diligence and strategy.

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.

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.

Wendy Spires

Head of Research

ClearView Financial Media

Wendy has been a wealth management journalist, researcher and consultant for a decade, covering a huge range of international markets and sub-sectors over that time. Known as a technology and communications specialist, she has written an array of in-depth reports on issues affecting private banks and wealth managers, ranging from compliance and innovation trends through to client experience, branding and marketing strategies. As well as speaking at conferences in both the UK and abroad, Wendy also regularly consults for wealth and asset managers, including carrying out research projects among end H/UHNW clients for both internal and external purposes.

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

Gillian Austin-King

Senior Programme Manager, CS-MIP Programme

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. She spent several years working for various financial institutions as well as working for a number years as a senior management consultant, before moving to a role as head of change at a small private bank. Gillian is currently heading up the cyber security programme for global payments at HSBC.

Eric Barnett

Chief Executive

Kleinwort Hambros

Eric Barnett is chief executive officer of Kleinwort Hambros, the UK private bank formed from the old SG Hambros and Kleinwort Benson businesses. He originally became CEO of SG Hambros in September 2007 and since then has focused on the development of the onshore market in the UK, as well as the group’s international platforms in the Channel Islands and Gibraltar. In 2016 he lead the acquisition of Kleinwort Benson which brought together two of the oldest and most respected City firms. Eric is a member of Societe Generale Private Banking executive committee.

Hans-Peter Borgh

Group Head of Wealth Management, Member of the Management Board

Banque Internationale a Luxembourg

Hans-Peter Borgh was appointed head of wealth management of Banque Internationale a Luxembourg in November 2015. Hans-Peter’s responsibilities include leading BIL’s private banking and investment related activities in Denmark, Dubai Luxembourg, Sweden and Switzerland. A banker with 20 years experience, Hans-Peter joined BIL from ABN AMRO where he was chief commercial officer Asia & Middle East. Prior to that he was regional head of affluent banking Asia Pacific at ANZ. Hans-Peter started his career at ABN AMRO where he held positions in Amsterdam, London, New York, Hong Kong and Zurich.

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 has been a limited partner at Mirabaud since 2011. He joined the group in 1999.

In 2016, he took over the management of the UK market for the group and sits on the board of Mirabaud Europe Ltd, the European bank of the group. He also sits on the board of his own family's family office. From 1995 to 1999, he was a MD at Creditanstalt Investment Bank in Vienna focusing on CEE countries. Prior to that, he was a development analyst in Paris for a subsidiary of Compagnie Générale des Eaux. He sits on or chairs several charity boards, most notably linked to music, in Switzerland, Europe and UK. He holds a MSc (Mgt) from Boston University and graduated from the Hotel Management School of Lausanne.

Martin Heale

Director

Schroder US Wealth Management

Martin heads the Schroder Wealth Management (US) team specialising in international wealth management for US clients residing in the US, UK and elsewhere. Prior to joining Schroders, Martin was managing director and head of Americas at the Royal Bank of Canada Wealth Management International in London, and before that head of private wealth management at Kleinwort Benson. A stockbroker by training, Martin has over 30 years’ experience in advising clients and working in partnership with clients’ other professional advisors. He is also a Registered Investment Advisor with the Securities Exchange Commission (SEC) and sits on the expert panel for the Society of Trust and Estate Practitioners (STEP).

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

CEO Private Investment Office

Sanlam

Penny has more than 20 years experience advising private clients, families and charities and joined Sanlam to develop their high net worth and family office offering in September 2017. Prior to this she held various executive roles in wealth management. At Close Brothers she was head of private client and responsible for marketing and distribution across the various business channels. Before that she was managing director at Rothschild. Penny was also head of business development and marketing at Fleming Family & Partners where she also covered philanthropy and financial education. Penny also sits on the boards of Pennies, The Digital Charity Box, Prism the Gift Fund and the development board for Park Theatre.

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 investment committee.

Nick Perryman

Managing Director

UBS Wealth Management

Nick has 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 & Eastern Europe, 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.

 

 

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

Managing director and head of intermediaries, MFOs and group referrals

Deutsche Bank

Matthew Spencer is a managing director and head of intermediaries, MFOs and group referrals at Deutsche Bank. He has specific responsibility for developing, managing and coordinating relationships with professional services firms and family offices – an area he has specialised in since 1994. Previously he has also held similar positions at Coutts and Credit Suisse where he was also a member of the UK market area management team and was based in Switzerland between 2010 and 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, JDX Consulting and Ten Group.

Technology Panel

Paul McMahon

Founder

Insijt Consulting Services

Paul has a long history of driving innovation and enhanced performance from businesses. In his career to date he has spent more than fifteen years in Board roles for three large global institutions. He has also led a privately owned, Software as a Service (SaaS) business. He first became directly engaged in the platform world when leading the initial greenfield development and launch of Elevate. Currently Paul undertakes a range of advisory and consultancy assignments. His network is extensive and his capacity to sustain an in-depth knowledge of the many active stakeholders in all sectors of the market place ensures he enjoys a varying portfolio of work in and beyond the UK.

William Trout

Head of Wealth Management Research

Celent

William Trout leads Celent’s global wealth management practice. His research focuses on technology strategy and innovation in the securities and banking industries. He has particular expertise on automated advice delivery, the use of digital tools and wealth and asset management platform technology. An authority on the robo advisory business, William has been widely quoted in Bloomberg, CNBC, Financial Times, New York Times, and the Wall Street Journal. Prior to Celent, William was head of product and segment development for affluent and high net worth customers at BBVA Compass. He holds an AB from Harvard College.

Stephen Wall

Co-founder, Head of Marketplace & Content

The Wealth Mosaic, UK 

Stephen is an analyst focused on the global wealth management sector. With over 12 years’ experience in the sector, he has recently co-founded a new global digital market network called The Wealth Mosaic.

Stephen has been involved in over 70 different research projects covering a board variety of wealth manager types, service providers to the sector, a wide array of international jurisdictions and a diverse project focus such as market analysis and sizing, competitive intelligence and benchmarking, market entry strategy and client, advisor and intermediary insight. In his current role, Stephen has built a dedicated platform to support wealth managers in their discovery, understanding, engagement and tracking of the changing marketplace of solutions and solution providers.

Finalists

UK PRIVATE BANKING CATEGORIES

OVERALL UK PRIVATE BANK

NOMINEES

  • Citi Private Bank
  • Coutts & Co
  • HSBC Private Banking
  • Rothschild Private Wealth
  • Societe Generale Kleinwort Hambros

INTERNATIONAL CLIENTS TEAM

NOMINEES

  • Citi Private Bank
  • HSBC Private Banking

HNW TEAM

NOMINEES

  • Coutts & Co
  • HSBC Private Banking

UHNW TEAM

NOMINEES

  • Citi Private Bank
  • Coutts & Co
  • HSBC Private Banking
  • Rothschild Private Wealth
  • Societe Generale Kleinwort Hambros

WEALTH PLANNING TEAM

NOMINEES

  • Coutts & Co
  • HSBC Private Banking
  • Sanlam
  • Societe Generale Private Banking
  • UBS Wealth Management

CHARITY TEAM

NOMINEES

  • Rothschild Private Wealth
  • UBS Wealth Management
  • Waverton Investment Management

BEST PRIVATE BANK – CLIENT SERVICE

NOMINEES

  • Citi Private Bank
  • Lombard Odier
  • Rothschild Private Wealth

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
  • BNP Paribas Wealth Management
  • Nykredit Private Banking

INTERNATIONAL CLIENTS TEAM

NOMINEES

  • Banque Paris Bertrand Sturdza
  • Banque SYZ
  • Deutsche Bank Wealth Management
  • Mirabaud & Cie

UHNW TEAM

NOMINEES

  • Banque Paris Bertrand Sturdza
  • Banque SYZ
  • BNP Paribas Wealth Management
  • Deutsche Bank Wealth Management
  • Mirabaud & Cie

BEST PRIVATE BANK – CLIENT SERVICE

NOMINEES

  • ABN AMRO Private Banking
  • Banque SYZ
  • BNP Paribas Wealth Management
  • Lombard Odier
  • Mirabaud & Cie

BEST PRIVATE BANK – INVESTMENT MANAGEMENT PLATFORM

NOMINEES

  • Banque Paris Bertrand Sturdza
  • Lombard Odier
  • Union Bancaire Privee

BEST PRIVATE BANK – BEST CREDIT PROVIDER

NOMINEES

  • Deutsche Bank Wealth Management
  • Mirabaud & Cie
  • Union Bancaire Privee

BEST PRIVATE BANK CUSTOMER FACING DIGITAL (INVESTMENTS)

NOMINEES

  • BNP Paribas Wealth Management
  • Lombard Odier

INVESTMENT MANAGEMENT CATEGORIES

SPECIALIST WEALTH MANAGER

NOMINEES

  • ACPI Investments
  • Coutts & Co
  • St James’s Place Wealth Management

SPECIALIST INVESTMENT MANAGER

NOMINEES

  • Bordier UK
  • Mirabaud & Cie
  • Rothschild Private Wealth
  • Tribe Impact Capital
  • Union Banciare Privee

PRIVATE INVESTMENT OFFICE

NOMINEES

  • Capital Generation Partners
  • GWM Investment Management
  • Lincoln Private Investment Office
  • Mirabaud & Cie
  • Sanlam
  • Stanhope Capital

MULTI-FAMILY OFFICE

NOMINEES

  • Mirabaud & Cie
  • Peritus Investment Consultancy
  • Stonehage Fleming

FUND MANAGER

NOMINEES

  • Greystone Wealth Management
  • Sanlam
  • Union Bancaire Privee

ALTERNATIVE INVESTMENT MANAGER

NOMINEES

  • Avignon Capital
  • Gresham House
  • Signia Wealth

EXTERNAL ASSET MANAGEMENT PLATFORM AND OFFERING

NOMINEES

  • Mirabaud & Cie
  • Union Bancaire Privee

INVESTMENT MANAGEMENT CATEGORIES

PLATFORM PROVIDER

NOMINEES

  • Citi UK Consumer and International Personal Bank (EMEA)
  • Thomson Reuters
  • Wealth Objects

INVESTMENT MANAGEMENT CATEGORIES

ETF PROVIDER

NOMINEES

  • Lyxor ETF
  • UBS Asset Management

MARKETING/PR CATEGORIES

BEST MARKETING OR PR CAMPAIGN

NOMINEES

  • Barclays Wealth & Investment Management
  • Citi UK Consumer and International Personal Bank (EMEA)
  • Lombard Odier
  • Tilney Group
  • UBS Wealth Management & Headland

PRIVATE CLIENT CATEGORIES

PRIVATE CLIENT LAW FIRM

NOMINEES

  • Anaford Attorneys
  • Druces
  • Irwin Mitchell
  • Stephenson Harwood

PRIVATE CLIENT LAWYER

NOMINEES

  • Druces – Robert Macro
  • Irwin Mitchell Private Wealth – Alex Ruffel
  • Taylor Wessing – Andrew Hine
  • Taylor Wessing – Emma Jordan
  • Taylor Wessing – Nick Warr

PENSIONS ADVISOR OF THE YEAR

NOMINEES

  • RiverPeak Wealth
  • Sanlam

TAX/ACCOUNTANCY TEAM – EDITOR’S AWARD

  • BDO

INDEPENDENT TRUST OR FIDUCIARY COMPANY

NOMINEES

  • First Names Group
  • Hawksford
  • Intertrust
  • JTC
  • Trident Trust Company (Guernsey)

INSTITUTIONAL TRUST OR FIDUCIARY COMPANY – EDITOR’S AWARD

  • RBC Wealth Management

MANAGEMENT CONSULTANCY

NOMINEES

  • EY
  • Knadel

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (TECH VENDORS ONLY)

FRONT OFFICE SOLUTION

NOMINEES

  • Expersoft Systems
  • Globacom Technologies
  • MASTTRO
  • Profile Sofware
  • swissQuant Group
  • Wealth Dynamix
  • WealthObjects

TRANSACTION PROCESSING SOLUTION

NOMINEES

  • ERI Banking Software
  • Expersoft Systems

PORTFOLIO MANAGEMENT

NOMINEES

  • AAAccell
  • BITA Risk
  • Charles River Development
  • Expersoft Systems
  • Profile Software
  • Tindeco
  • WealthArc

CLIENT COMMUNICATIONS

NOMINEES

  • AM-One
  • FundCount
  • InvestCloud
  • Objectway
  • SS&C Technologies
  • WealthArc

CLIENT REPORTING

NOMINEES

  • BRT
  • Expersoft Systems
  • FundCount
  • InvestCloud
  • IRESS
  • Multrees

COMPLIANCE

NOMINEES

  • Appway
  • BITA Risk
  • CUBE
  • JHC
  • Klarity Risk
  • Six Financial Information

CRM SYSTEM

NOMINEES

  • Expersoft Systems
  • InvestCloud
  • Tindeco
  • Wealth Dynamix
  • WealthArc

OUTSOURCING SOLUTION

NOMINEES

  • AM-One
  • BRT
  • Multrees
  • Pershing, a BNY Mellon Company
  • Platform Securities
  • SEI Investments
  • SS&C Advent
  • SS&C Technologies

DATA PROVIDER

NOMINEES

  • FactSet
  • SIX
  • Thomson Reuters

CLIENT ACCOUNTING

NOMINEES

  • FundCount
  • JHC

RISK PROFILING SOLUTION

NOMINEES

  • BITA Risk
  • FinaMetrica
  • Globacom Technologies
  • JHC
  • Profile Software
  • swissQuant Group

RISK MANAGEMENT

NOMINEES

  • KlarityRisk
  • swissQuant Group
  • Tindeco

ON-BOARDING

NOMINEES

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

INNOVATIVE CLIENT SOLUTION

NOMINEES

  • A Data Pro
  • Cadell+Co
  • InvestCloud
  • MASTTRO
  • Objectway
  • Wealth Dynamix

CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION

NOMINEES

  • Appway
  • Globacom Technologies
  • IRESS
  • JHC
  • Wealth Dynamix
  • WealthArc

INNOVATIVE FINTECH SOLUTION

NOMINEES

  • AAAccell
  • Dion Global Solutions
  • Profile Software
  • Tindeco
  • Wealth Dynanix
  • WealthObjects

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (IN-HOUSE SOLUTIONS)

INNOVATIVE CLIENT SOLUTION

NOMINEES

  • BNP Paribas Wealth Management
  • Coutts & Co

SPECIAL WEALTH MANAGEMENT CATEGORIES

CORPORATE SOCIAL RESPONSIBILITY/ DIVERSITY

NOMINEES

  • EQ Investors
  • Tribe Impact Capital

INTERNATIONAL FINANCE CENTRE

NOMINEES

  • Dubai International Financial Centre
  • Guernsey
  • Jersey

GLOBAL CUSTODIAN TO PRIVATE CLIENT BUSINESSES

NOMINEES

  • Multrees
  • Pershing, a BNY Mellon Company

PHILANTHROPY OFFERING/ INITIATIVE OF THE YEAR

NOMINEES

  • BNP Paribas Wealth Management
  • Charities Aid Foundation
  • Coutts & Co
  • National Philanthropic Trust UK
  • UBS Wealth Management

LEADERSHIP CATEGORIES

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (INDIVIDUAL)

NOMINEES

  • Capital Generation Partners – Khaled Said
  • Seb Dovey
  • JHC – Andrew Watson
  • Stanhope Capital – Daniel Pinto

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY)

NOMINEES

  • BNP Paribas Wealth Management
  • Capital Generation Partners
  • Coutts & Co
  • EY
  • Tribe Impact Capital

LEADING INDIVIDUAL

NOMINEES

  • Capitalium Advisors – Alain Zell
  • Lincoln Private Investment Office – Ross Elder
  • Irwin Mitchell Private Wealth – Paula Myers
  • Irwin Mitchell Private Wealth – Ros Bever
  • Stanhope Capital – Daniel Pinto
  • Stephenson Harwood – James Quarmby

LIFETIME ACHIEVEMENT

  • To be announced at awards dinner.

Featured Sponsors

Headline Sponsor

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 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

Winners

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (TECH VENDORS ONLY)

FRONT OFFICE SOLUTION 

WINNER
Expersoft Systems

TRANSACTION PROCESSING SOLUTION 

WINNER
ERI Banking Software

PORTFOLIO MANAGEMENT 

WINNER
BITA Risk

CLIENT COMMUNICATIONS 

WINNER
InvestCloud – Joint winner
SS&C Technologies – Joint winner

CLIENT REPORTING 

WINNER
BRT

COMPLIANCE 

WINNER
CUBE

CRM SYSTEM 

WINNER
Wealth Dynamix

OUTSOURCING SOLUTION 

WINNER
Multrees

DATA PROVIDER 

WINNER/HIGHLY COMMENDED
Thomson Reuters – Winner
SIX – Highly Commended

CLIENT ACCOUNTING 

WINNER
FundCount

RISK PROFILING SOLUTION 

WINNER
swissQuant Group

RISK MANAGEMENT

WINNER
Tindeco

ON-BOARDING 

WINNER
Appway

INNOVATIVE CLIENT SOLUTION 

WINNER
MASTTRO – Winner
Objectway – Highly Commended

CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION 

WINNER
IRESS

INNOVATIVE FINTECH SOLUTION 

WINNER
WealthObjects

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (IN-HOUSE SOLUTIONS)

INNOVATIVE CLIENT SOLUTION 

WINNER
Coutts & Co

MARKETING/PR CATEGORIES

BEST MARKETING OR PR CAMPAIGN 

WINNER
Lombard Odier

PRIVATE CLIENT CATEGORIES

PRIVATE CLIENT LAW FIRM 

WINNER
Anaford Attorneys – Highly commended
Stephenson Harwood – Winner

PRIVATE CLIENT LAWYER 

WINNER
Druces – Robert Macro

PENSIONS ADVISOR OF THE YEAR 

WINNER
Sanlam

MANAGEMENT CONSULTANCY 

WINNER
EY

INDEPENDENT TRUST OR FIDUCIARY COMPANY 

WINNER
JTC

INSTITUTIONAL TRUST OR FIDUCIARY COMPANY – EDITOR’S AWARD

RBC Wealth Management

TAX/ACCOUNTANCY TEAM – EDITOR’S AWARD

BDO

INVESTMENT MANAGEMENT CATEGORIES

ETF PROVIDER 

WINNER
Lyxor ETF

PLATFORM PROVIDER 

WINNER
Wealth Objects

EXTERNAL ASSET MANAGEMENT PLATFORM AND OFFERING 

WINNER
Union Bancaire Privee

ALTERNATIVE INVESTMENT MANAGER 

WINNER
Gresham House

FUND MANAGER 

WINNER
Sanlam

MULTI-FAMILY OFFICE 

WINNER
Stonehage Fleming

PRIVATE INVESTMENT OFFICE 

WINNER
Capital Generation Partners

SPECIALIST INVESTMENT MANAGER 

WINNER
Tribe Impact Capital

SPECIALIST WEALTH MANAGER 

WINNER
ACPI Investments

EUROPEAN PRIVATE BANKING CATEGORIES

BEST PRIVATE BANK CUSTOMER FACING DIGITAL (INVESTMENTS) 

WINNER
BNP Paribas Wealth Management

BEST PRIVATE BANK – BEST CREDIT PROVIDER 

WINNER
Union Bancaire Privee

BEST PRIVATE BANK – INVESTMENT MANAGEMENT PLATFORM 

WINNER
Lombard Odier

BEST PRIVATE BANK – CLIENT SERVICE 

WINNER
Banque SYZ

UHNW TEAM 

WINNER
BNP Paribas Wealth Management

INTERNATIONAL CLIENTS TEAM 

WINNER
Mirabaud & Cie

DOMESTIC CLIENTS TEAM 

WINNER
ABN AMRO Private Banking


OVERALL EUROPEAN PRIVATE BANK

WINNER
BNP Paribas Wealth Management

UK PRIVATE BANKING CATEGORIES

BEST PRIVATE BANK – CLIENT SERVICE 

WINNER
Rothschild Private Wealth

CHARITY TEAM 

WINNER
Waverton Investment Management

WEALTH PLANNING TEAM 

WINNER
UBS Wealth Management

UHNW TEAM 

WINNER
HSBC Private Banking

HNW TEAM 

WINNER
Coutts & Co

INTERNATIONAL CLIENTS TEAM 

WINNER
HSBC Private Banking

OVERALL UK PRIVATE BANK 

WINNER/HIGHLY COMMENDED
HSBC Private Banking – Winner
Kleinwort Hambros – Highly Commended

SPECIAL WEALTH MANAGEMENT CATEGORIES

CORPORATE SOCIAL RESPONSIBILITY/ DIVERSITY 

WINNER
Tribe Impact Capital

INTERNATIONAL FINANCE CENTRE 

WINNER
Dubai International Financial Centre

GLOBAL CUSTODIAN TO PRIVATE CLIENT BUSINESSES 

WINNER
Multrees

PHILANTHROPY OFFERING/ INITIATIVE OF THE YEAR 

WINNER
Coutts & Co

LEADERSHIP CATEGORIES

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (INDIVIDUAL) 

WINNER
Sebastian Dovey

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY) 

WINNER
EY

LEADING INDIVIDUAL 

WINNER
Stephenson Harwood – James Quarmby

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