Overview

Introduction

WealthBriefing is excited to announce the launch of its 2023 European Awards programme.

Now celebrating its eleventh anniversary, and building on the long-standing success of its independent judging process, nominations for the Eleventh Annual WealthBriefing Awards 2023 are now open.

Having reported on the wealth management industry for nearly 20  years and being responsible for many research reports specifically covering European wealth management market, WealthBriefing is well placed to oversee a process that fairly rewards achievement, top class performance and innovation.

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.

Categories

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)

Judging Process

There are three judging panels for the awards. A panel of trusted advisors who will be responsible for judging the family office and private banking categories. A second panel of family office and banking professionals will judge the trusted advisor categories and a third panel dedicated to judging the technology section. This is to ensure that commercially sensitive information is kept confidential and to avoid conflicts of interest. Each judge signs an NDA to ensure that all the information that they see in submissions remains strictly confidential.

Gala Dinner

WealthBriefing’s gala dinner is an opportunity for our winners to celebrate their success with their colleagues and peers. The ceremony is highly regarded and attendance is seen as a must for all those lucky enough to have produced a winning entry. A preview of what to expect on the evening can be seen here and this year it shall be held at the London Marriott, Grosvenor Square in London on Thursday 30th March 2023.

Sponsorship Opportunities

For further information on sponsorship opportunities please contact andrew.deane@clearviewpublishing.com 

Further Information 

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

Key Dates

Key Dates for Your Diary
  • Nominations open – 1 September 2022
  • Nominations close – 16 December 2022 (at Midnight)
  • Winners and Commended firms notified of their success – From 23 January 2023
  • Black-tie gala celebratory dinner  – Thursday 30 March 2023 (from 7.00pm), where the names of the winning companies will be publicly announced.

Judges

Our global awards program is built on the independence of our judges. Each judge will have signed an NDA to ensure that all the information they receive in the submissions is kept in the strictest confidence.

Trusted Advisor Panel

Arabella Murphy

Founder & Director

Propitious (London) Ltd

Arabella Murphy has nearly 25 years’ experience of helping wealthy individuals and families from around the world to plan for the future and resolve disharmony. As founder and director of […]

Ausaf Abbas

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 […]

Christine Mar Ciriani

CEO of InvestCloud EMEA

InvestCloud

Christine is the CEO of the Private Banking division of InvestCloud (previously Finantix) following a career of successfully building businesses in Europe and Asia. In addition she is on the […]

Grégoire Mure

CEO

Trustconsult Group S.A

Mr. Grégoire Mure is the CEO of Trustconsult Luxembourg S.A., whose experiences include accounting tax and audit departments of a Big Four. He completed his Master’s degree in Economics and […]

Ian Woodhouse

Lead Wealth Management Business Model Transformation and Thought Leader for Europe

Accenture

Ian Woodhouse is Lead Wealth Management Business Model Transformation and Thought Leader for Europe at Accenture. He helps our clients to evolve their future business models to deliver growth and business value […]

Keith MacDonald

Senior Advisor Wealth Management

EY

Keith is Senior Adviser Wealth Management for EY, helping to develop their brand and business, having led EY’s Wealth Management and Private Banking business for over 10 years. He is […]

Panos Archondakis

Senior Director for Banking and Wealth Management

EPAM

Panos Archondakis is responsible for shaping and developing EPAM’s strategy for Banking and Wealth Management, tailoring EPAM services and solutions specifically for the industry while also working directly with clients […]

Philippe Bongrand

CEO

FNZ

Philippe is the CEO of FNZ for Switzerland and Private Banking. FNZ is a global leading tech company offering IT & Operations outsourcing services to financial institutions allowing them to […]

Pierre Dupont

Managing Partner

WIZE by TeamWork

Pierre is Managing Partner at WIZE by TeamWork, the all-in-one Wealth & Asset Management solution, which is one of the fastest growing WealthTech companies in Switzerland dedicated to External Asset […]

Robert Macro 

Head of Private Client

Druces

Robert Macro is head of Druces’ international wealth and fiduciary practice and also leads the firm’s Family office team. He has significant experience with UK and international tax planning, trust […]

Rosalyn Breedy

Managing Director

Breedy Henderson

Rosalyn Breedy, is a Corporate, Funds and Financial Services lawyer and Managing Director of Breedy Henderson. She has 30 years of experience working in private practice, investment banking and at […]

Sebastian Dovey

Founder

The Courageous Ideas Partnership

Sebastian Dovey is an entrepreneur, thought leader and board director in the fields of global wealth management, consumer insight, technology, scale-up companies and business management. Seb was the co-founder in […]

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 […]

Paul Ayres

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 […]


Technology Panel

Adam Sorrin

Head of Data & Access Management

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 regulatory-compliant solutions, […]

Matthew Drummond-Smith

Associate Director and Head of Operations

JM Finn

Matthew joined JM Finn in March 2022 as a Business Manager in our Investment Management Team. Prior to joining JM Finn, Matthew spent 16 years with Bordier UK, where he […]

Mike Toole

Advisor

Various

Mike is currently advisor to venture capital houses and families. He is an investor, Co-Founder and formerly group chief operating officer of Artorius, a wealth manager that has shown strong […]

Tej Dosanjh

Managing Partner (UK)

Evolution Partners

A senior financial services professional with over 30 years in the industry. He has worked across multiple sectors including Investment Management, Capital Markets and Wealth Management. He has extensive depth […]

William Trout

Director of Wealth Management

Javelin Strategy & Research

William Trout is a thought leader on North American technology strategy and innovation in the wealth and asset management industries. He has particular expertise on platform automation; portfolio management and […]


Private Bankers Panel

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 […]

Gillian Austin-King

Global Head of Cyber Programmes

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 […]

Glenn Murphy

Director

Advise Advance Accelerate Ltd

Glenn provides independent COO advisory services to wealth management companies and international private equity houses looking to invest in the UK wealth management sector.  Glenn is an experienced financial services […]

Iain Tait

Partner & Head of the Private Investment Office

London & Capital

Iain joined London & Capital in in 2006 and became a Partner in 2008. He heads the firm’s Private Investment Office, which he founded in 2012. The Private Investment Office provides […]

Jacqui Brabazon

Chief Marketing Officer (Retired)

Jacqui Brabazon is a retired financial services professional with over 35-years of experience covering Marketing, HR, Talent, Philanthropy and Client Management including 20 years in global and regional roles. Most […]

James Fleming

Vice Chairman

VAR Capital

James is an experienced C-Suite Executive and a leader of businesses focused on Private Wealth Management and broader financial services. Following the sale of Sandaire at the end of 2020, […]

Mark Hussein

MARK HUSSEIN CEO, HSBC Life (UK) and Head of UK Insurance

HSBC Bank

Mark Hussein is the UK CEO of HSBC Life and Head of UK Insurance at HSBC. Mark has spent more than two decades in a variety of financial services roles, […]

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 […]

Matthew Spencer

Head of Business Development and Marketing

Close Brothers Asset Management

Matthew is a highly effective leader of business development teams with unique experience of managing external and internal growth strategies across brands nationally and internationally. He is managing director, head […]

Richard Thomas

Head of UK Region

EFG Private Bank

Richard Thomas is the Head of EFG International’s UK Region and member of the Global Business Committee since 02 January 2019. In addition, he is CEO of EFG Private Bank […]

Sarah Courtney Dockett

Senior Private Banker, UK UHNW Team

Citi

Sarah is responsible for managing a small number of Ultra High Net Worth clients and Family Office relationships  Sarah has 22 years of experience working with Private Clients, 11 of […]

Sean Kiernan

CEO and Founder

Greengage

Sean is the Founder and CEO of Greengage. He has extensive experience in financial services, having worked in various executive management positions. He founded Greengage after working at the first […]

Tom Slocock

Managing Director - Head of International Product Development and Origination

iCapital Network

Tom is a Managing Director and Head of International Product and Origination at iCapital Network, responsible for the development and expansion of the firm’s product offering in markets outside the […]

Liz Bottomley

General Manager - BOS Wealth Management UK Branch

Bank of Singapore

Liz Bottomley was appointed General Manager of BOS Wealth Management Europe’s (BOSWME) UK Branch in January 2019, having joined the London branch of OCBC Banking November 2018. As the General […]


Categories

Below are the steps of our 2023 awards process.

1. Register here for the Eleventh Annual WealthBriefing European Awards 2023

2. Fill out your details and select the categories you would like to enter.

3. Once you submit the form, you will receive a confirmation with a downloadable nomination form

  • Fill in the name of your firm or individual (as they would like to appear in all communications in reference to the Awards programme).
  • Answer the the questions on the form (not exceeding the total word count of 1000)
  • Examples to illustrate your submission can be included by active links to PDFs, audio and/or video files (no more than 3 relevant examples)

4. Send the nomination form(s) to rachel.fokes@clearviewpublishing.com (submission deadline is 16 December 2022).

5. Winners and commended firms and individuals will be notified at the end of January 2023 and will be offered marketing packages and tickets for the Awards Ceremony on 30 March 2023.

6. Winners will be announced at the ceremony on 30 March 2023 and in WealthBriefing editorial, website and social media channels on the 31st of March 2023. 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(s) and this obligation is separate to attendance at an awards ceremony if one is held.

For any questions, please contact the Awards and Events Director: rachel.fokes@clearviewpublishing.com

About our Sponsors

Headline Sponsor


Category Sponsors


Wine Sponsors


Venue

London Marriott

Address: Grosvenor Square, London W1K 6JP

Previous Winners

United Kingdom Private Banking Categories

Overall UK Private Bank
Barclays Private Bank

UK Domestic Clients Team
Kleinwort Hambros

UK International Clients Team
Standard Chartered

UK HNW Team
Citibank UK Limited

UK UHNW Team
HSBC Private Banking

UK Wealth Planning Team
Investec

UK Wealth Planning Team – Highly Commended
Julius Baer International

UK International Wealth Planning Team

HSBC Private Banking

UK Client initiative
HSBC Private Banking

UK Charity Team
Waverton Investment Management

UK Private Bank – Client Service
Lombard Odier

UK Private Bank – Leadership Team
Kleinwort Hambros

UK Private Bank – Talent Management & Diversity
Standard Chartered

UK Private Bank – Best Credit Provider
Brown Shipley

UK Private Bank Customer Facing Digital Capabilities (Banking)
Citibank UK Limited

 

European Wealth Management  Categories

Overall European Private Bank
BNP Paribas Wealth Management

European Domestic Clients Team
Nykredit Private Banking

European International Clients Team
Citi Private Bank

European HNW Team
REYL Group

European UHNW Team
Citi Private Bank

European Private Bank – Client Service
Indosuez Wealth Management

European Private Bank – Client Initiative
BNP Paribas Wealth Management

European Private Bank – Talent Management
Nykredit Private Banking

European Private Bank – Credit Provider
Societe Generale Private Banking

European Private Bank – Customer Facing Digital Capabilities (Banking)
BNP Paribas Wealth Management

European Private Bank –Wealth Planning Team
ABN AMRO

Wealth Management Business – Benelux
Indosuez Wealth Management

Wealth Management Business – The Iberian Region
BNP Paribas Wealth Management

Wealth Management Business – The Principality of Monaco
Barclays Private Bank Monaco

 

Investment Management Categories

Specialist Investment Manager with Assets Under Management up to £2 Billion
Tribe Impact Capital

Specialist Investment Manager with Assets Under Management over £5 Billion
Bordier UK

Specialist Wealth Manager with Assets Under Management up to £2 Billion Artorius Wealth

Specialist Wealth Manager with Assets Under Management between £2-£5 Billion
Handelsbanken Wealth & Asset Management

Specialist Wealth Manager with Assets Under Management over £5 Billion Lombard International Assurance

Private Investment Office
VAR Capital

Multi Family Office over £3 Billion Assets Under Management
Stonehage Fleming

Fund Manager
Taranis

Alternative Investment Manager (Bank/Institutional)
Syz Capital

External Asset Management Platform & Offering
WIZE by TeamWork

Platform Provider
Multrees

FX Solution Provider
Indosuez Wealth Management

Structured Product Provider
Indosuez Wealth Management

Most Innovative Thematic Proposition
Titan Asset Management

Discretionary Fund Management (DFM) Offering
Bordier UK

 

Private Client Categories

Private Client Law Firm
Stephenson Harwood

Private Client Lawyer
Nicholas Rucker – Ince

Tax Team
EY

Independent Trust or Fiduciary Company
ZEDRA

Independent Trust or Fiduciary Company – Highly Commended
Accuro Trust (Jersey) Limited

Institutional Trust or Fiduciary Company
RBC Wealth Management

Institutional Trust or Fiduciary Company –  Highly Commended
Standard Bank Offshore Trust Company Jersey

Management Consultancy
Sionic

Wealth Planning
1762 from Brewin Dolphin

 

Wealth Management Technology Categories (Vendors Only)


Front Office Solution
SS&C Technologies: Genesis

Transaction Processing Solution
ERI

Portfolio Management
Tiller Technologies

Client Communications
Abbove (PaxFamilia)

Client Reporting
Altoo

Compliance
Laserfiche

Compliance – Highly Commended

NICE Actimize

CRM System
InvestCloud

Client Lifecycle Management Solution
KYC Portal

Data Provider
Factset

 

Suitability Product
NICE Actimize

Risk Management
swissQuant Group AG

On-Boarding
CREALOGIX

Innovative Client Solution B2B
Nucoro

Change Management Process/ Implementation of a Technology Solution
ERI

Best Blockchain and Digital Assets Fund Manager
Block Asset Management

 

Innovative Wealthtech Solution B2B
BITA Risk

Innovative Wealthtech Solution B2C
swissQuant Group AG

Technology Outsourcing Solution
BNY Mellon Pershing

Blockchain-based Sourcing Solution
BlockEx

Robo-Advisory Solution
aixigo

Chief Executive Officer – Technology
Chris Fisher – Multrees

 

Wealth Management Technology Categories (In-house)

Innovative Client Solution
Julius Baer

Innovative Use of Artificial Intelligence
Julius Baer

 

Special Wealth Management Categories

Marketing or PR Campaign
Lombard Odier

Diversity and Inclusion in Wealth Management (Company)
Investec

 

Wealth Management Executive Search Firm (Europe)

Stephenson Executive Search

Global Custodian to Private Client Businesses
Northern Trust

Philanthropy Offering/Initiative of the Year
ABN AMRO

Most Promising New Entrant
Altoo

Most Innovative Wealth Management Model
aixigo

M&A Advisor
EY

ESG
Coutts

 

Leadership Categories

Leading Individual (Banker)
Tom Road – Barclays Private Bank

Leading Individual (Advisor)
Robert Macro – Druces LLP

Outstanding Contribution to Wealth Management Thought Leadership (Company)

EY

 

Women in Wealth Management (Individual Contribution)

Charlotte Thorne – Capital Generation Partners

Women in Wealth Management (Company Contribution)
Citi Private Bank

Chief Executive Officer
Alan Mathewson – Brown Shipley

Chief Investment Officer
Fahad Kamal – Kleinwort Hambros

Chief Operating Officer
Tara Palmer – Kleinwort Hambros

Rising Star Under 30
Louisa Carruthers – Lincoln Private Investment Office

Rising Star Under 40
Danielle Cottignies – Crestbridge

Rising Star Under 40 – Highly Commended
Neil De Sousa – HSBC Private Bank

Lifetime Achievement
Eric Syz – Syz Group


Frequently Asked Questions

Q) Do I/my firm need to be a subscriber to WealthBriefing?

A) No, this program is open to all relevant firms.

Q) Is there any upfront cost to enter?

A) No, there is no upfront cost to enter, but you will be offered to acquire a winner’s package should you be successful.

Q) Is the process open to firms that are not active within Europe?

A) The judges will only consider submissions from firms that are active in the region.

Q) How do you ensure that the judging process is independent and impartial?

A) To avoid any conflict of interest we have three judging panels. One panel of bankers who judges the trusted advisor categories. Another panel of trusted advisors who are responsible for judging the banking categories and finally a panel of experts to judge the technology categories.

Q) Can you assure me that any details that I submit will be treated with confidentiality?

A) We collect your details and only share submissions with the judges’ team responsible for judging those particular categories. We ensure that there is no conflict of interest with the judges’ team before sharing entrants’ details. All our judges have signed a Non-Disclosure Agreement (NDA).

Q) My submission is likely to be longer than the 1000-word max limit. Would this disadvantage me?

A) We have set the limit out of respect to the judges and we are keen to maintain this to ensure that there is a level playing field between competing submissions.