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 TeachFirst and SEO London, two education charities.

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 ‘s corporate and financial services practice specializes in advising trust companies, family offices, fund managers and entrepreneurs. She has been noted for her incisive ability to interpret overlapping cross-border corporate and financial services laws enabling 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. She writes regularly on financial regulation and private wealth matters.

Sebastian Dovey

Former 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.

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 as 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 Spires heads up research at both WealthBriefing and findaWEALTHMANAGER.com, the online matching service for HNWIs. Wendy has been a wealth management journalist and research writer for almost decade. She has written a huge array of research reports on issues affecting the industry, including client experience, branding and marketing, client due diligence, onboarding and risk-profiling methodologies, and is known as a specialist in technology and operations trends. Having developed in-depth knowledge of many international wealth management markets and the strategic challenges different types of firms face, Wendy regularly speaks at and chairs high-profile conferences both in the UK and abroad.

Ian Woodhouse

Senior Business Advisor

Orbium

Ian is a trusted business and technology advisor to private banks and wealth managers, helping executives and boards to keep ahead as the industry enters a period of unprecedented change.  With industry knowledge, process domain expertise, an extensive network, multiple project experience and awareness of evolving good practices, he helps firms to future proof their businesses.  Through providing a balanced approach to business, regulatory and technology issues, he assists firms to assess and design their change initiatives to deliver focused and timely improvements.  Ian also provides thought leadership and insights on industry relevant topics through executive briefings, white papers and conferences.  He also mentors and guides Orbium's innovative fin-tech, reg-tech and software partnerships.

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 and chairman of its private bank in Monaco.

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, a limited partner in the Mirabaud group which 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 portfolios as a head of the UK Market. Etienne graduated from the hotel management school (Lausanne) and with an MSc (Management) from 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.

Martin Heale

Director

Schroder US Wealth Management

Martin heads the Schroder Wealth Management (US) team specializing 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.

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 roles in wealth management, most recently at Close Brothers where she was not only head of private client service but also held the firm’s philanthropic and financial education brief.  Before that she was at Rothschild.  Penny was also head of business development and marketing at Fleming Family & Partners where she also covered philanthropy.

Penny also sits on the boards of Pennies, the Digital Charity Box and Prism the Gift Fund.

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.

 

 

Shehreen Quayyum

Director, Ultra High Net Worth

Royal Bank of Canada Investment Management

Shehreen Quayyum is a director for RBC Wealth Management in the British Isles. Based in London, she is responsible for providing integrated wealth management services to international ultra-high net worth clients and their family offices.

Shehreen started her wealth management career at HSBC Bank Canada in Toronto, providing wealth advisory services to global private clients. She later relocated to HSBC Private Bank in the UK in 2008, where she helped establish the firm’s wealth management offering for North American clients. In 2012 she joined RBC, holding a number of senior relationship management roles, before taking on her current position.

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 and Head of Private Investment Office

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.

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.

Technology Panel

Dean Butler

Head of Retail Wealth

HSBC Retail Banking & Wealth Management

Dean Butler is the head of retail wealth within HSBC Retail Banking and Wealth Management UK business. He is responsible for the overall retail wealth proposition development, management and delivery; including HSBC’s Online Advice and stocks and shares investment platforms and products.

Dean took on this role in 2017, moving from his previous roles leading digital transformation in wealth and head of Direct to Consumer (D2C).  He joined HSBC after several years at TD Direct Investing where he led the e-Commerce strategy. Dean has spent his entire career in digital proposition development and over the past five years has applied his skills in the wealth management arena.

Steven Hewlett-Light

Head of Digital Content and Channels, Private Banking

Coutts

As the head of digital content and channels at Coutts, Steven is responsible for running all client-facing digital assets that bring to life the full experience of being a Coutts client.

Steven is responsible for running the bank’s public facing digital platforms. These include all public facing websites, social media and e-mail channels, reward and lifestyle platforms, as well as client peer-to-peer networking services.

With over 13 years experience in financial services across retail and private banking, Steven has a skill-set ranging across complex technology and regulatory project delivery, through to client-focused digital marketing.

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 is a senior analyst with Celent’s wealth management practice. His research centers on technology strategy and innovation in the securities, wealth management and banking industries. He has particular expertise on automated advice delivery, data analytics and segmentation, retirement investments, the use of digital tools and wealth management platform technology. Within the wealth management arena, his interests include financial planning, investment advisory, the family office and trust services. An authority on the robo-advisory business, William has been widely quoted in publications such as Bloomberg, CNBC, Financial Times, New York Times, and the Wall Street Journal. He is also a frequent speaker at industry conferences and keynotes client gatherings.

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

Finalists will be announced on 12 February 2018.

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

Winners will be announced on 26 April 2018.

Photographs

Testimonials

Category Sponsors