Overview

Now in its eighth year, WealthBriefing  has now launched The Annual WealthBriefing MENA Awards for Excellence 2021.

Entry Submission and Categories

For the 2021 Awards, the categories are again focused around these main areas:

  • Regional Banking Excellence Categories
  • Country-based Banking Excellence Categories
  • Investment Management Categories
  • Family Office Categories
  • Technology Categories
  • Private Client Categories
  • Special Categories
  • Individual Awards
Judging Panels

The panels of judges are drawn from both private banks and trusted advisors/consultants to the sector who advise the Editorial Team at WealthBriefing. As in previous years independence, integrity and genuine insight are crucial to the judging process.

In order to avoid a conflict of interest the final decision is made by an independent team of domain experts who have reported daily on developments in the region for over 17 years.

Winning an Award

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

If your firm is successful there is a wide range of ways in which this achievement can be promoted, ranging from logos, editorial and website entries, social media postings, professional videos and entry into the Annual Winners Acclaim magazine.  Some of this marketing collateral can be seen on the 2020 Awards website.

Whilst the judging process is completely independent of the commercial arrangements between the participants and the organisers it is expected that winners have a financial obligation to work with the organisers to promote their award and this obligation is separate to attendance at an awards ceremony if one is held.

Gala Dinner

We will once again be hosting a gala dinner at the Sofitel Dubai Downtown, on Wednesday 10th November 2020 to give winners a chance to celebrate their success with their peer group.

Here is a link to photographs from the event in 2020 at the Sofitel.

Sponsorship Opportunities

For further information on categories and sponsorship opportunities please see the link below.

We very much hope you take part and look forward to welcoming you at the 2021 awards ceremony to celebrate your achievements.

For more information about the process please contact rachel.fokes@clearviewpublishing.com

Key Dates

Key Dates for Your Diary
  • Nominations open – 5th May 2021
  • Nominations Close – 3rd September 2021 (at Midnight)
  • Winners notified of their success – From 27th September 2021.
  • Gala celebratory dinner  – Wednesday 10th November 2021 (from 7.00pm), where the names of the winning companies will be publicly announced.

Judges

Private Bankers Panel

Alain Baron

Limited Partner - Head of MENA

Mirabaud & Cie SA

Alain Baron is an experienced investment professional, who has worked in the wealth management practice in the MENA Region for over 15 years building long-term investment objectives to maintain and […]

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 […]

Daniel Williams

Managing Partner

Sigma Private Office

Daniel is the Managing Partner of Sigma Private Office, part of the Sigma Group. He has been advising HNW and UHNW individuals since 2006 and is an expert in Investment […]

Mannan Adenwalla

Managing Director

LGT Bank (Middle East)

With more than 31 years’ banking experience in the UAE, Mannan Adenwalla assumed the role of managing director of private banking and asset management group, LGT (Middle East) in 2012. […]

Patrick Crowley

Executive Director

Banque Richelieu GCC

Patrick is currently an executive director at Banque Richelieu GCC after joining fromDeutsche Bank Wealth Management Dubai. His previous position was senior vice president at DBS Private Banking Dubai. Patrick […]

Samira Zakour

Managing Director & Global Head of Private Banking & Key Client Group

FAB Private Banking

Samira has over 20 years of Wealth Management & Private Banking experience at senior level in MENA, Europe and Asia. Samira served as Head of Private Banking at National Bank […]

Stela Kote

Chief Executive Officer

Index & Cie

Stela comes from over 20 years of experience in the global financial markets and banking services in Western Europe and the Middle East. She is currently heading Index & Cie, […]

Vipul Kapur

Managing Director, Head of Private Banking

Mashreq

As head of Mashreq Private, Vipul ensures that every client receives bespoke wealth management  solutions and a holistic banking experience from anywhere in the world. Vipul joined Mashreq as the  […]


Trusted Advisor Panel

Cecile Civiale Vuillier

CEO, Group Head of Private Client

Trustconsult Group S.A

Cécile is the CEO for Trustconsult in Switzerland as well as Head of Private Client for the Trustconsult Group. She has an extensive wealth & estate planning career, earning a […]

Craig Roberts

Regional Managing Director

MENA with The Apex Group

Craig has over 30 years’ experience in the financial services industry globally, having held senior management positions in fund management firms, investment banking and fund administration. He is keenly involved […]

Gary Dugan

CEO of The Global CIO Office

Purple Asset Management

Gary Dugan is CEO of The Global CIO Office and of Asset Manager, Purple Asset Management based in Singapore. Gary Dugan is a seasoned investment professional with 37 years’ experience working […]

Ismael Hajjar

Partner

PwC Middle East

Ismael Hajjar is a UAE based partner specialising in international tax & wealth structuring, family office and private capital advisory. Relevant experience: Ismael started his career in Europe and has […]

Jacques-Antoine Lecointre

Chief Operating Officer

Santander Private Banking International

Jacques-Antoine Lecointre serves as the COO of Santander Private Banking International in the Middle East. He is based in Dubai from where he oversees the regional operations as well as […]

The Eighth Annual WealthBriefing MENA Awards for Excellence 2021

Laurence Black

Regional Director, Client Solutions, MENA

Asiaciti Trust Group

Laurence is the Regional Director, Client Solutions, EMEA for Asiaciti Trust in Dubai, United Arab Emirates. He joined Asiaciti Trust in late 2012 and has over 35 years’ experience in […]

Sabila Din

CEO & Founder

Din Consultants

Sabila is CEO and Founder of Din Consultants, HQ in London and is an accomplished global business management, marketing and gender specialist. She works with global private banks, elite family […]

Sebastian Graewert

Chief Representative Officer, MENA & Asia

The Mauritius Commercial Bank

Sebastian is a senior banker and has been working in the Middle East since 2006. He started his career with Credit Suisse where for 14 years based in London, Zurich […]

Yann Mrazek

Managing Partner

M/HQ

Yann is the Managing Partner of M/HQ. He chiefly focuses on private wealth and immigration practice. He has vast experience advising successful individuals and entrepreneurial families with Middle Eastern exposure […]

Categories

The submission process for The Eighth Annual WealthBriefing MENA Awards for Excellence 2021 is now unfortunately closed. For any questions, please contact rachel.fokes@clearviewpublishing.com

Winner Videos

Awards Winners Supplement


About our Sponsors

Headline Sponsor


Category Sponsors


Wine Sponsors


Venue

Sofitel Dubai Downtown

Address: Sheikh Zayed Road,Downtown Dubai - Dubai - United Arab Emirates

Winners

Private Banking Categories

 

Private Bank - MENA Region

BNP Paribas Wealth Management

 

Overall International Private Bank (HQ outside MENA region) 

Citi Private Bank

 

Asia-based Private Bank Active in MENA
Bank Of Singapore

 

Boutique Private Bank

Nedbank Private Wealth

 

Pure Play Private Bank

LGT

 

Private Bank Servicing the Expat UHNW Community

BNP Paribas Wealth Management

 

Private Bank Servicing Clients with Investable Assets between US$1M-US$5M

First Abu Dhabi Bank

 

Private Bank Servicing Clients with Investable Assets between US$5M-US$25M

First Abu Dhabi Bank

 

Private Bank Servicing Clients with Investable Assets over US$25M

HSBC Private Bank

 

Private Bank Servicing NRI/NRP Clients

Deutsche Bank

 

Most Promising New Private Bank Proposition

First Abu Dhabi Bank

 

Private Bank – Client Digital Offering

Citi Private Bank

 

Private Bank – Overall Client Service

Nedbank Private Wealth

 

Private Bank – ESG Offering

LGT

 

Private Bank – Discretionary Portfolio Management (DPM) Offering
Barclays Private Bank

 

Private Bank – Credit Provider

BNP Paribas Wealth Management

 

Private Bank - Private Equity Offering

Union Bancaire Privée 

 

Private Bank – Investment Management Platform

Citi Private Bank

 

Shariah-Compliant Wealth Management Offering

Lombard Odier

 

Private Bank Wealth Planning Team

Cititrust MENA

 

Individual Country or Regional Categories

 

Private Bank or Wealth Manager Servicing United Arab Emirates

Mashreq Bank

 

Private Bank or Wealth Manager Servicing The Sultanate of Oman
Liechtensteinische Landesbank

 

Private Bank or Wealth Manager Servicing The Kingdom of Saudi Arabia

First Abu Dhabi Bank

 

Private Bank or Wealth Manager Servicing The Kingdom of Bahrain
Liechtensteinische Landesbank

 

Investment Categories

 

Overall Private Bank Investment Team

Barclays Private Bank

 

Independent Wealth Manager or External Asset Manager (EAM) 

Index & Cie Limited

 

Multi-Family Office (MFO)
Mabledon Capital Limited

 

Investment Management Categories

 

Overall Fund Manager - Regional and/or Global Reach

REYL Finance (MEA)

 

ETF Provider

ICICI Prudential Asset Management Company

 

Structured Product Provider

Picard Angst MEA

 

Real Estate Investment Proposition or Service

BNP Paribas Wealth Management

 

Investment Management - Private Markets Offering

Union Bancaire Privée 

 

Alternatives Offering

Picard Angst MEA

 

Family Office Categories

 

Wealth Management Team Offering Family Governance Advice

LGT

 

Wealth Manager Servicing Family Offices

Citi Private Bank

 

Technology Categories (Non-Banking Companies)

 

 

Front-Office Solution

MASTTRO

 

On-boarding Solution

Appway

 

Compliance/Regtech Solution

Re/think

 

Data Provider

Refinitiv

 

Innovative Wealth Management Client Solution

swissQuant Group AG

 

Client Reporting Solution

MASTTRO

 

Client Communication Solution

SS&C Advent

 

Most Innovative Overall Fintech Solution
MASTTRO

 

Innovative Use of Artificial Intelligence

swissQuant Group AG

 

Private Client & Consultancy Categories

 

Trust and Fiduciary Company

Intertrust Dubai Limited

 

Trust and Fiduciary Company with Headquarters outside the MENA Region

Ocorian  

 

Legal Advice Provision for UHNW individuals, Families or Wealth Managers

Al Tamimi & Company

 

Accounting Provision for Servicing Private Clients

Gulf Tax Accounting Group

 

Management Consultancy 

EY Consulting LLC

 

Independent Trust or Fiduciary Company

JTC

 

Estate Planning Service

M/HQ

 

Family Office Advisory Offering

MENA EY Private

 

Family Office Governance Service Provision

MENA EY Private

 

Special Wealth Management Categories

 

International Financial Centre (IFC)

Jersey Finance

 

Best Global Citizenship/Immigration Program

Huriya Private

 

Most Innovative Wealth Management Model
Standard Chartered Bank

 

Leadership and Individual Categories

 

Leading Private Bank Chief Executive Officer
Sobhi Tabbara - HSBC

 

Leading Woman in Wealth Management

Gail Johnson-Goring (Re/think)

 

Leading Individual 

Yann Mrazek  - M/HQ

 

Outstanding Contribution to MENA Trust and Wealth Management

Laurence Black 

 


Previous Winners

Best Overall MENA Private Bank

LGT Middle East

 

Best Overall International Private Bank (HQ outside MENA region)

HSBC Private Banking 

 

Best Asia-based Private Bank Active in MENA

Bank of Singapore

 

Best Private Bank Servicing the Expat UHNW Community

BNP Paribas Wealth Management

 

Best Private Bank Servicing NRI/NRP Clients

BNP Paribas Wealth Management

 

Best Private Bank – Client Digital Offering

Citi Private Bank MENA

 

Best Private Bank – Overall Client Service

Deutsche Bank 

 

Best Private Bank – ESG Offering

Standard Chartered Bank

 

Best Private Bank – Discretionary Fund Management (DFM) Offering

Arbuthnot Latham & Co

 

Best Private Bank – Credit Provider

BNP Paribas Wealth Management

 

Best Private Bank – Investment Management Platform

Citi Private Bank

 

Best Boutique Private Bank

Nedbank Private Wealth

 

Best Pure Play Private Bank

Bank of Singapore

 

Best Shariah-Compliant Wealth Management Offering

Lombard Odier

 

Best Private Bank Customer-Facing Digital Capabilities

LLB

 

Best Private Bank External Asset Manager (EAM) Proposition

Mirabaud (Middle East)

 

Best Private Bank Wealth Planning Team

BNP Paribas Wealth Management

 

Individual Country Categories

 

Best Private Bank Servicing United Arab Emirates

Mashreq Private Bank

 

Best Private Bank Servicing The Sultanate of Oman

LLB

 

Best Private Bank Servicing The Kingdom of Bahrain

LLB

 

Best Private Bank Servicing The State of Kuwait

Mirabaud (Middle East)

 

Investment Categories – MENA

 

Most Innovative Investment Proposition by a Private Bank

Lombard Odier

 

Best independent Wealth Manager or External Asset Manager (EAM)

Index & Cie

 

Investment Management Categories – MENA

 

Best Overall Fund Manager

REYL Finance (MEA)

 

Best Fund Manager – Global Reach

REYL Finance (MEA)

 

Best Fund Manager – Regional Reach

REYL Finance (MEA)

 

Best Real Estate Investment Proposition or Service

BNP Paribas Wealth Management

 

Best Private Equity Offering

BNP Paribas Wealth Management

 

Family Office Categories – MENA

 

Best Wealth Management Team Offering Family Governance Advice

Union Bancaire Privee

 

Best Wealth Manager Servicing Family Offices

Citi Private Bank

 

Wealth Management – Estate Planning Team

M/HQ

 

Technology Categories – MENA: (Open to Non-banking companies)

 

Best Front-Office Solution

Masttro

 

Best Transaction Processing Solution

FINARTIS

 

Best Onboarding Solution

Fenergo

 

Best Compliance/Regtech Solution

Fenergo

 

Most Innovative Wealth Management Client Solution

Tradesocio

 

Best Client Reporting Solution

Masttro

 

Best Client Accounting Solution

FundCount

 

Best Client Communication Solution

SS&C Advent

 

Most Innovative Overall Fintech Solution

Profile Software

 

Private Client/Consultancy Categories – MENA

 

Best Trust Company

Intertrust

 

Best Legal Advice Provision for UHNW individuals, Families or Wealth Managers

Al Tamimi & Company

 

Best Accounting Provision for Servicing Private Clients

Re/Think

 

Best Independent Trust or Fiduciary Company

Asiaciti Trust Administration Pte Ltd (Dubai Branch)

 

Best Estate Planning Service

EY Private – MENA

 

Best Family Office Advisory Offering

EY Private – MENA

 

Best Family Office Governance Service Provision

EY Private – MENA

 

Special Wealth Management Categories

 

Best Private Bank Marketing Campaign

Standard Chartered Bank

 

Best International Financial Centre (IFC)

Jersey Finance

 

Most Innovative Wealth Management Model

Standard Chartered Bank

 

Best Global Citizenship/Immigration Program Offering

Huriya Private

 

Individual Categories 

 

Leading Individual

M/HQ – Yann Mrazek

 

Leading Woman in Wealth Management

M/HQ – Kath Zagatti

 

Wealth Management Rising Star under 30

M/HQ – Celia Titouni

 

Wealth Management Rising Star under 40

M/HQ – Kath Zagatti


Photographs