WealthBriefing – GCC Region Awards, 2014

Overview

WealthBriefing has announced it is increasing its offering for the private client industry, with the launch of the inaugural WealthBriefing GCC Region Awards.

The awards will be focused around three main category groupings: experts (individuals and teams); products and services for wealth managers and clients, and institutions of all sizes and types.

These awards will build on the success of our established worldwide awards programme, our events business and WealthBriefing’s unique position in the global wealth management market, by focusing on the Gulf Cooperation Council region.

Independence, integrity and genuine insight will be the watchwords of the judging process. This will involve specially convened expert panels drawn from both private banks and trusted advisors and supported by relevant expert third-party organisations.

Uniquely, partner organisations will be included to express the views of clients so that the WealthBriefing GCC Region Awards will truly reflect excellence in wealth management from the grass roots up.


BACKGROUND

The WealthBriefing GCC Region Awards will be supported primarily by our global network of daily newswires for the wealth and private asset management communities; WealthBriefing and WealthBriefingAsia.

Other supporting publications will be Offshore Red, Family Wealth Report, Executive Compensation Briefing and WealthCareers.


TIMING

The selection and judging process for the 2014 awards will begin in the autumn of 2013. Nominations will open in October 2013 and close on16th June 2014. All firms will be notified whether they have made the shortlist by 31st July 2014.


MEDIA EXPOSURE

Entrants who are shortlisted will be announced on all WealthBriefingmedia, as will the eventual winners.

Additionally, an extensive PR campaign will highlight all the winners and shortlisted entrants to relevant media.


AWARD CEREMONY FORMAT

The culmination of the process will be a black tie dinner on 19th November 2014 at the Madinat Jumeirah, Dubai during which the winners of the shortlisted entrants will be announced.

This networking event will be conducted in a slick and snappy style. The formalities will not be dragged out unnecessarily as is so often the case at industry awards.

Self-congratulatory pomposity will be strictly off-limits.


PARTNERS

External organisations will be brought into the judging process to further objectivity and to ensure that the views of the industry as a whole, along with ultimate client base, are represented.

These will include specialists in branding, marketing, IT, philanthropy and investment management.


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.

Key Dates

Judging Process

There will be two judging panels for the awards. A panel of trusted advisors who will be responsible for judging the private banking categories. A second panel of private bankers will judge the trusted advisor categories. This is to ensure that commercially sensitive information is kept confidential and to avoid conflicts of interest.

Please click on the category/categories you are interested in entering. Once you have filled in the pop-up application form, a questionnaire giving the detailed questions you need to answer, to complete your nomination, will automatically be sent to you by email.

PRIVATE BANK CATEGORIES

UNITED ARAB EMIRATES PRIVATE BANK
Criteria for entry: Local or international private bank with operations in the United Arab Emirates.

BAHRAIN PRIVATE BANK
Criteria for entry: Local or international private bank with operations in Bahrain.

KUWAIT PRIVATE BANK
Criteria for entry: Local or international private bank with operations in Kuwait.

OMAN PRIVATE BANK
Criteria for entry: Local or international private bank with operations in the Oman.

QATAR PRIVATE BANK
Criteria for entry: Local or international private bank with operations in Qatar.

KINGDOM OF SAUDI ARABIA PRIVATE BANK
Criteria for entry: Local or international private bank with operations in KSA.

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INVESTMENT MANAGEMENT CATEGORIES

INDEPENDENT WEALTH MANAGER
Criteria for entry: This award seeks to recognise independent wealth managers operating in the GCC Region which have a demonstrably client-focused model and which are innovators in the space. Entrants will be assessed on a broad range of criteria, including: how they segment clients to better service them; how they communicate with clients generally and in time of market stress; how they assess clients’ risk-profiles and match them to appropriate investments; how they help with clients’ wider life goals, such as leaving a legacy; and how client dissatisfaction is dealt with.

FUND MANAGER
Criteria for entry: Providers of collective investments for the HNW community.

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MARKETING CATEGORIES

TV CAMPAIGN
Criteria for entry: Wealth managers or other private client practitioners who have used TV or video to promote their services to private clients or to raise their profile either within the industry or to clients.

ONLINE CAMPAIGN
Criteria for entry: Wealth managers or other private client practitioners who have used online channels to promote their services to private clients or to raise their profile either within the industry or to clients.

PRINT CAMPAIGN
Criteria for entry: Wealth managers or other private client practitioners who have used print media to promote their services to private clients or to raise their profile either within the industry or to clients.

BRAND LAUNCH/RELAUNCH
Criteria for entry: Most effective and innovative brand launch or relaunch in the private client world, either a whole business unit or a product/service within an existing business.

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PRIVATE CLIENT CATEGORIES

EFFECTIVE LEGAL TEAM
Criteria for entry: Law firm team or barrister dedicated to private client issues.

EFFECTIVE TAX/ACCOUNTANCY TEAM
Criteria for entry: Team in accountancy firm/consultancy specialising in reporting, transacting or wealth structuring for private clients.

INSTITUTIONAL TRUST OR FIDUCIARY COMPANY
Criteria for entry: Entries only eligible from trust companies that are part of a non-trust parent.

INDEPENDENT TRUST OR FIDUCIARY COMPANY
Criteria for entry: Entries are only eligible from trust companies independent of larger non-trust businesses.

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WEALTH MANAGEMENT TECHNOLOGY CATEGORIES

FRONT OFFICE SOLUTION
Criteria for entry: CRM, client reporting, client risk profiling, portfolio management.

TRANSACTION PROCESSING SOLUTION
Criteria for entry: Straight through processing, core banking.

CHANGE MANAGEMENT PROCESS
Criteria for entry: Banks, wealth managers or system integrators who have successfully implemented multi-functional change programmes to significantly improve client experience and performance.

PORTFOLIO MANAGEMENT
Criteria for entry: Technology solution providers specialising in tools for managing clients’ investment portfolios.

CLIENT COMMUNICATIONS & REPORTING
Criteria for entry: Technology solution providers specialising in tools for wealth managers to communicate with clients.

RISK PROFILING SOLUTION
Criteria for entry: A technology solution to help wealth managers assess and document the risk appetite of clients.

RISK MANAGEMENT
Criteria for entry: Technology solution providers specialising in tools for wealth managers to manage risk.

CRM SYSTEM
Criteria for entry: Client relationship management systems for wealth managers.

ONBOARDING
Criteria for entry: Technology solutions to help wealth managers bring new clients into their organisation.

DATA PROVIDER
Criteria for entry: Business providing financial data to private banks and other wealth managers.

OUTSOURCING SOLUTION
Criteria for entry: Third-party organisations providing business processes or systems to wealth management businesses.

GLOBAL CUSTODIAN
Criteria for entry: Custodians offering services to private client business.

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OTHER WEALTH MANAGEMENT CATEGORIES

SINGLE FAMILY OFFICE
Criteria for entry: Organisations servicing the investment, governance and reporting needs of only one family.

MULTI-FAMILY OFFICE
Criteria for entry: Multi-Family Office business based the in GCC region. Can be an international or local player.

ISLAMIC FINANCE OFFERING
Criteria for entry: Team from within a wealth management or stand-alone business that offers Islamic Finance to clients. Can be a local or international player.

PHILANTHROPY OFFERING
Criteria for entry: Offerings from private banks or wealth managers which promote and encourage philanthropic activity amongst clients.

FX SOLUTION PROVIDER
Criteria for entry: Local provider of foreign exchange services to wealth management organisations or clients.

ETF PROVIDER
Criteria for entry: Fund/asset manager that makes exchange-traded products available for local wealth management clients.

LEADING INDIVIDUAL
Criteria for entry: Age and experience is no bar but something special should mark out this individual working in the private client world.

RISING STAR
Criteria for entry: A private banker or wealth manager under the age of 35 who is not yet in a senior management position but shows the potential to be a leading individual.

WOMEN IN WEALTH MANAGEMENT
Criteria for entry: Open to women in private banking or wealth management who are an inspiration both to female clients and colleagues.

LIFETIME ACHIEVEMENT AWARD
Criteria for entry: For individuals who have enhanced the standing of the local wealth management industry.

OUSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP
Criteria for entry: Open to individuals or businesses that demonstrate an outstanding contribution to thought leadership in wealth management, as demonstrated by contributions to periodicals and events specialising in wealth management.

Finalists

PRIVATE BANK CATEGORIES

UNITED ARAB EMIRATES PRIVATE BANK
(REGIONAL)

  • Abu Dhabi Islamic Bank
  • Emirates NBD Private Banking
  • National Bank of Abu Dhabi

UNITED ARAB EMIRATES PRIVATE BANK
(PURE PLAY)

  • Lombard Odier
  • Union Bancaire Privee

UNITED ARAB EMIRATES PRIVATE BANK
(INTERNATIONAL)

  • ABN AMRO Private Banking
  • Barclays
  • Coutts
  • Nedbank Private Wealth
  • Standard Chartered Private Bank

INVESTMENT MANAGEMENT CATEGORIES

FUND MANAGER

  • Milltrust International
  • National Bank of Abu Dhabi
  • Russell Investments
  • Union Bancaire Privee

MARKETING CATEGORIES

ONLINE CAMPAIGN

  • ABN AMRO Private Banking
  • Union Bancaire Privee

PRINT CAMPAIGN

  • Barclays
  • Mashreq Private Banking

BRAND LAUNCH/RELAUNCH

  • Mashreq Private Banking
  • Templars

PRIVATE CLIENT CATEGORIES

EFFECTIVE LEGAL TEAM

  • M / Advocates of Law
  • Wragge Lawrence Graham

INDEPENDENT TRUST OR FIDUCIARY COMPANY

  • Asiaciti Trust
  • Opus Private
  • Sanne

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES

FRONT OFFICE SOLUTION

  • Advent Software
  • Charles River Development
  • Finantix

PORTFOLIO MANAGEMENT

  • Advent Software
  • Charles River Development
  • ERI Bancaire

CLIENT COMMUNICATIONS & REPORTING

  • ABN AMRO Private Banking
  • Advent Software

OTHER WEALTH MANAGEMENT CATEGORIES

RISING STAR

  • Carol Mushriqui, PwC
  • Alistair Glover, Wragge Lawrence Graham

WOMEN IN WEALTH MANAGEMENT

  • Leonie Kerswill, PwC
  • Catherine Tillotson, Scorpio Partnership
  • Kitty Parry, Templars

LEADING INDIVIDUAL

  • To be announced…

LIFETIME ACHIEVEMENT AWARD

  • To be announced…

EDITOR’S AWARDS
Special editor’s awards will be announced at the awards dinner.

Sponsors

Venue

Mina A'Salam Hotel, Dubai

Address: Al Sufouh Rd, Jumeriha 6, Dubai, United Arab Emirates

Telephone: +971 4 366 8888

Tickets

This event has already taken place.

Winners

PRIVATE BANK CATEGORIES

UNITED ARAB EMIRATES PRIVATE BANK
(REGIONAL)

  • Abu Dhabi Islamic Bank: Winner
  • Emirates NBD Private Banking
  • National Bank of Abu Dhabi

UNITED ARAB EMIRATES PRIVATE BANK
(PURE PLAY)

  • Lombard Odier: Winner
  • Union Bancaire Privee

UNITED ARAB EMIRATES PRIVATE BANK
(INTERNATIONAL)

  • ABN AMRO Private Banking: Winner
  • Barclays
  • Coutts
  • Nedbank Private Wealth
  • Standard Chartered Private Bank

INVESTMENT MANAGEMENT CATEGORIES

FUND MANAGER

  • Milltrust International
  • National Bank of Abu Dhabi: Winner
  • Russell Investments
  • Union Bancaire Privee

MARKETING CATEGORIES

ONLINE CAMPAIGN

  • ABN AMRO Private Banking: Winner
  • Union Bancaire Privee

PRINT CAMPAIGN

  • Barclays: Winner
  • Mashreq Private Banking

BRAND LAUNCH/RELAUNCH

  • Mashreq Private Banking: Winner
  • Templars

PRIVATE CLIENT CATEGORIES

EFFECTIVE LEGAL TEAM

  • M / Advocates of Law
  • Wragge Lawrence Graham: Winner

INDEPENDENT TRUST OR FIDUCIARY COMPANY

  • Asiaciti Trust
  • Opus Private
  • Sanne: Winner  

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES

FRONT OFFICE SOLUTION

  • Advent Software
  • Charles River Development
  • Finantix: Winner

PORTFOLIO MANAGEMENT

  • Advent Software: Winner
  • Charles River Development
  • ERI Bancaire

CLIENT COMMUNICATIONS & REPORTING

  • ABN AMRO Private Banking
  • Advent Software: Winner

OTHER WEALTH MANAGEMENT CATEGORIES

RISING STAR

  • Carol Mushriqui, PwC: Winner
  • Alistair Glover, Wragge Lawrence Graham

WOMEN IN WEALTH MANAGEMENT

  • Leonie Kerswill, PwC: Winner
  • Catherine Tillotson, Scorpio Partnership
  • Kitty Parry, Templars

LEADING INDIVIDUAL

  • Patrick Crowley, Lombard Odier

LIFETIME ACHIEVEMENT AWARD

  • Muwaffak Bibi, Citi Private Bank

LIFETIME ACHIEVEMENT AWARD

  • Sandy Shipton

EDITOR’S AWARDS

QATAR PRIVATE BANK – EDITOR’S AWARD

  • Barclays

EFFECTIVE TAX/ACCOUNTANCY TEAM – EDITOR’S AWARD

  • PwC

INSTITUTIONAL TRUST OR FIDUCIARY COMPANY – EDITOR’S AWARD

  • Northern Trust

TRANSACTION PROCESSING SOLUTION – EDITOR’S AWARD

  • ERI Bancaire

RISK MANAGEMENT – EDITOR’S AWARD

  • Milltrust International

CRM SYSTEM – EDITOR’S AWARD

  • Finantix

ONBOARDING – EDITOR’S AWARD

  • Finantix

GLOBAL CUSTODIAN – EDITOR’S AWARD

  • Northern Trust

INNOVATIVE CLIENT SOLUTION – EDITOR’S AWARD

  • Milltrust International

ISLAMIC FINANCE OFFERING – EDITOR’S AWARD

  • Tajweez Advisory

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP – EDITOR’S AWARD

  • Scorpio Partnership

Photographs

Testimonials

Category Sponsors