WealthBriefing European Awards 2019

Overview

A warm welcome to the WealthBriefing European Awards 2019. 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 2019 awards ceremony.

Key Dates

  • Nominations open – Now
  • Nominations close – 12 December 2018 (at midnight)
  • Shortlist announcement – 28 January 2019
  • AWARDS DINNER – 11 April 2019 (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‘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

Founder

The Courageous Ideas Partnership

Sebastian is a successful entrepreneur, business advisor and thought leader in international wealth management R&D and management consulting. Seb was the co-founder of Scorpio Partnership - the award winning global enterprise tracking and interpreting the needs of millionaires and billionaires to support institutions with commercially impactful CX, products and services. This firm was acquired by Aon in 2014. Sebastian is on the international board of Align 17 – a global impact investment platform. He is also a business mentor on the Mayor of London’s entrepreneurship program and advisor to UK-based Angel Academe, the leading women’s early stage investment syndicate.

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, 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, London & Zurich

Orbium

Ian is a trusted business transformation and technology adviser to private banks and wealth managers. Through his industry knowledge, extensive network, multiple project experience and awareness of emerging good practices and technologies, he assists executives and boards to focus, improve and grow their businesses. His multiple project experience enables him to provide business ,operational ,technology and digital alignment in a timely way to help keep them ahead as the industry enters a period of unprecedented change.Ian is also a recognised and influential industry thought leader providing insights on industry relevant topics through executive briefings, white papers and conferences. He leads Orbium’s Wealth Management C -level Survey which provides valuable insight from fifty European and Asian executives on how their current and planned future business and technology models will evolve.

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, 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 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.

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

Dean Butler

Head of Innovation, Retail Distribution

Prudential

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.

Adam Sorrin

Head of CRM Business Solutions

RBS Private Banking

With more than 20 years experience in the private banking industry, Adam has held positions across back office, front office, risk, change and technology. Adam’s delivery record includes targeted regulatory-compliant solutions, operating model optimisation, and wholesale re-platforming activities. Adam specialises in forming and leading diverse teams to address business problems. His broad understanding of front-to-back operations supports a current focus on the needs of relationship-led teams, introducing new and enhanced technology solutions to drive efficiency, mitigate risk, surface insights, and provide a frictionless customer experience.

William Trout

Head of Wealth Management Research

Celent

William Trout leads Celent’s global Wealth Management practice. His research centers 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 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

Sponsors

Venue

Guildhall, City of London

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

Telephone: +44 20 7606 3030


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