Overview
WealthBriefing is excited to announce the launch of its 2024 MENA 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 MENA Awards 2024 are now open.
Having reported on the wealth management industry for nearly 20 years and being responsible for many research reports specifically covering the wealth management market, WealthBriefing is well placed to oversee a process that fairly rewards achievement, top class performance and innovation.
The Annual WealthBriefing MENA Awards for Excellence 2024.
Entry Submission and Categories
For the 2024 Awards, the categories are again focused around these important areas:
- Regional Banking Excellence Categories
- Country-based Banking Excellence Categories
- Investment Management Categories
- Family Office Categories
- Technology Categories
- Private Client Categories
- Specialist Categories
- Individual Awards
Judging Panels
The panel of judges are drawn from both private banks and trusted advisors to the sector. As in previous years independence, integrity and genuine insight are crucial to the judging process.
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 2023 Awards website.
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 prestigious Kempinski Central Avenue on the 21st November 2024.
We very much hope you take part and look forward to welcoming you at the 2024 awards ceremony to celebrate your achievements.
Sponsorship Opportunities
For further information on sponsorship opportunities please contact rachel.fokes@clearviewpublishing.com
Further Information
For more information about the awards and submission process please contact siiri.piiroinen@clearviewpublishing.com
Key Dates
Nominations open – 4th April 2024
Submission deadline – 6th September 2024 – This has now been extended until 13th September 2024
Winners notified of their success – From October 2024
Public announcement & Gala ceremony – 21st November 2024
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.
Private Bankers Panel
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. […]
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. Mannan had previously been managing director of Clariden Leu Asset Management, Dubai which he set up and then led for six years.
Before this he worked for ABN AMRO Bank, where he managed his clients and a team of relationship managers for nearly ten years. Having begun his career in the banking industry in 1984, Mannan’s responsibilities at LGT include developing the business across non-resident Indian and subcontinent markets.
Martin Liebi
CEO
ODDO BHF (Switzerland)
Martin Liebi has vast senior management experience in the banking and financial sectors with Swiss and international clients in all parts of Switzerland. Prior to his present role he was […]
Martin Liebi has vast senior management experience in the banking and financial sectors with Swiss and international clients in all parts of Switzerland. Prior to his present role he was a member of the executive committee and head of private banking at Notenstein La Roche Privatebank. Here he successfully managed various growth projects related to private clients whilst strengthening its offices in Switzerland. Before that role he was for seven years a member of the executive committee, head of the Zurich office and head of private banking at Schroders Switzerland, where he was in charge of the entire Swiss and international private client base. Martin has also worked with Lloyds TSB Bank in Geneva, and with Credit Suisse in Lugano.
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, […]
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, a DFSA-regulated wealth manager, practitioner of the Value Investing philosophy applied to permanent capital of HNWIs. Her management style and ideas brought about a radical change and new drive to Index & Cie in ever-changing market conditions in the UAE and globally.
Prior to her current CEO position, Stela held multiple senior leadership roles for National Bank of Abu Dhabi, now First Abu Dhabi Bank, and acted as Chief Operating Officer for boutique wealth managers in Dubai. She began her career with Citigroup in 2002 in Milan, Italy, where she spent more than 10 years in the Global Transaction Services covering various operational and managerial positions.
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 […]
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 of Dubai and Head of Ultra High Net Worth at National Bank of Abu Dhabi, progressing to MD & Global Head of PB & KCG for First Abu Dhabi bank.
Throughout her tenor, she has remained focused on client propositions and solutions both regionally as well as internationally.
Samira remains instrumental in developing and growing wealth management across the GCC region. In 2019, she was
recognised in the industry as ‘Leading Woman in Wealth Management – MENA’ by WealthBriefing MENA Awards.
Masroor Batin
Chief Executive Officer, Middle East
Santander Private Banking International
Masroor is the Chief Executive Officer for the Middle East at Banco Santander International SA. leading the Private Banking operations for the region and the Middle East teams based in […]
Masroor is the Chief Executive Officer for the Middle East at Banco Santander International SA. leading the Private Banking operations for the region and the Middle East teams based in Switzerland.
Masroor is a highly experienced professional in wealth management who has held a succession of leadership roles across the U.S., Asia and the Middles East.
Before joining Santander, Masroor led all BNP Paribas' Wealth Management operations and activities for the Middle East from Dubai, UAE. Prior to that, he was based in Singapore, where he was Managing Director and Head of International and Non-Resident India ("NRI") clients.
Masroor was also the Singapore and Malaysia Market Head for Merrill Lynch. Before this he spent 10 years as NRI Market Director for both Citibank and Merrill Lunch in new York before moving to India, where he led Merrill's onshore platform.
Masroor holds a MBA from Calcutta University.
Vijay Narain
Market Head NRI EMEA
BNP Paribas Wealth Management, MENA
Vijay is currently the Market Head for NRI EMEA, based in Dubai. In his capacity, Vijay oversees all the Non Resident India Clients based in the GCC and in Europe. […]
Vijay is currently the Market Head for NRI EMEA, based in Dubai. In his capacity, Vijay oversees all the Non Resident India Clients based in the GCC and in Europe.
Vijay brings with him 30 years of international experience in Banking and Financial services in Consumer Banking, Product Management, Capital Markets, Private Banking and Wealth Management.
Before joining BNP Paribas Wealth Management in 2021, Vijay was in charge of the NRI team within CA Indosuez based in Dubai. Prior to that, he was the Head of their representative office in Dubai. Before CA Indosuez where he spent 17 years, Vijay worked for Standard Chartered and Citibank both in Bahrain and in Dubai.
Vijay holds a MBA in Finance from the Institute of Management Development & Research in Poona, India.
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 […]
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 aims to exploit his reputation as a trusted advisor with entrepreneurial families to help drive the bank’s growth in the ultra-high net worth NRI private client segments, principally in the ME and Africa. Patrick’s 20-plus years’ experience in the sector began at Allied Irish Banks where he rose through the ranks to head up its deposit-taking unit in Jersey. His subsequently moved to BNP Paribas, then Bank of Nova Scotia before joining ABN AMRO Jersey where he rose to become head of private banking and later its country head. He moved to Dubai to join Lombard Odier in 2012.
Amritaanshu Agrawal
Board Member and CEO
NPB Middle East Limited
Amritaanshu Agrawal brings extensive expertise in wealth management and financial services to his role as a judge for the WealthBriefing MENA Awards. With a distinguished career spanning over 20 years, he has […]
Amritaanshu Agrawal brings extensive expertise in wealth management and financial services to his role as a judge for the WealthBriefing MENA Awards. With a distinguished career spanning over 20 years, he has held key leadership positions in ABN AMRO, Singapore – Falcon Private Wealth DIFC and most is a Board Member and CEO for NPB Middle East Limited, DIFC. Amritaanshu is known for his deep insights into wealth management strategies, market trends, and client-focused solutions. His commitment to excellence and innovation makes him a respected figure in the industry, contributing significantly to the standards of excellence recognized by the WealthBriefing MENA Awards.
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 […]
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.
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 […]
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 External Asset Managers platform. Before joining Santander, he had similar positions for BNP Paribas Wealth Management in the Region, for the Global South Asia and Middle East business of Bank of Singapore and for Barclays Wealth Management where he spent more than 10+ years across Europe and the Middle East. Jacques-Antoine brings over 20+ years of experience gained across multiple roles within the front, back and product office.
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 […]
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 Head of Private Banking after 25 years with Citibank. Over the last five years, in addition to heading the Mashreq Private, he is also responsible for the bank’s Wealth Products & Platform.
Vipul brings over 30 years of experience spanning across Consumer Banking and Private Wealth Management in building businesses, managing change, strategic development, mentoring fintech start-ups, implementing technology platforms & nurturing leadership talent.
At Citi, he was responsible for establishing new markets in MENA & Europe and heading several international businesses including the Global Non-Resident Indian (NRI) Wealth business, the Consumer Bank for UK and the Citi IPB, Private client wealth business for EMEA. During his tenure, he developed & grew the NRI Private wealth business in UAE before heading the Global NRI Business. As head of the UK Consumer & IPB private wealth business for EMEA he was responsible for managing long-term growth strategy including restructuring the businesses to a digital best-in-class wealth business for affluent clients across EMEA.
Vipul has worked across several countries and regions including India, Singapore, Dubai, Bahrain and most recently London. He holds a bachelor’s degree in economics and finance degrees from Institute of Chartered Accountants of India where he ranked 7th across India & Institute of Cost & management accountants of India where he was a gold medalist in accounting.
Trusted Advisor Panel
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 […]
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 the offshore finance industry. Based in the Middle East for the past 28 years he has particular skills and experience in cross border planning, the establishment of offshore trusts, foundations and company formation. Laurence also acts as a Non-executive Director for GSB Capital Ltd in the Dubai International Financial Centre. Before joining Asiaciti Trust he held a number of senior positions within the Trust & Fiduciary industry and more recently was Head of Fiduciary Services, MENAP for a major international financial institution in the Dubai International Financial Centre. In these roles he successfully serviced clients in the EMEA region with their international needs and works closely with other cross border specialists in the establishment of international trusts and a variety of investment structures. Laurence maintains a comprehensive knowledge of legislative changes and industry trends affecting cross-border issues. He is a full member of STEP Worldwide (Society of Trust and Estate Planners) and was the founding Chairman of STEP Arabia.
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 […]
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 been serving international families for over 16 years. He relocated to the UAE in 2013 and is currently acting as trusted advisor to a number of successful families across the Middle East region.
He is leading PwC Middle East Tax and Legal service offering to private clients, entrepreneurial & royal families and family offices in helping them understand and manage their global affairs, overcome cross-border tax challenges and identify opportunities to achieve their family and business objectives.
Prior to joining PwC, Ismael was acting as head of Private for another big four firm and was responsible for the design and execution of the overall firm strategy for private companies and their owners across all service lines. He also founded and led their MENA family enterprise and family office award-winning consulting practice which specialises in assisting successful families, entrepreneurs, and family offices across MENA at managing risks, preserving and growing wealth.
Ismael has contributed to building and currently serves Family Offices. He is a regular speaker in the Middle East and beyond on topics such as family business and private wealth institutionalisation, global tax transparency, succession planning, governance and the role of the family office.
Education: Ismael holds a Master Degree in Business Administration, HEC-Ulg School of Management (Belgium) and is a certified chartered accountant in Luxembourg (“expert-comptable”). He also holds an Islamic finance qualification, Institute of Islamic Banking & Insurance (UK). Ismael is a Trust and Estate Practitioner (TEP, Society of Trust and Estate Practitioners) and holds a Certificate in Family Business Advising (CFBA, Family Firm Institute).
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 […]
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 on implementing inter-generational wealth transfer strategies and structuring their operational assets and global wealth. He is regularly involved in the ongoing management of such structures – as a board member, council member, guardian or protector. Yann is recommended by all of Chambers & Partners Private wealth, Legal Week’s Private Client Global Elite and Who’s who legal private client. He was the Chair of STEP Arabia from 2015 to 2018
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 […]
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 solid reputation for her work on international trust & foundation. Her experience includes managing complex & sophisticated trust and corporate structures for private and corporate clients located around the globe, including Latin America and Asia but more specifically in the Middle East.
Cecile is chairing the Wealth Management & Estate Planning focus Group of XLNC, she is also an active member of several significant professional bodies including The International Bar Association (IBA) and The International Tax Planning Association (ITPA). Former Chairwoman of the STEP branch in Geneva and also Former Chairwoman of the STEP Swiss & Liechtenstein Federation, acknowledged as a "prominent figure in the Leading Trustees" category of CityWealth Leaders List. Cécile has also been a presiding judge for the STEP Private Client Awards and for WealthBriefing Awards Switzerland & Liechtenstein for many years.
Cécile has qualifications in company law and practice, tax compliance, international trust
management, trust administration and accounts, and trust creation.
Yasmine Omari
Director
EY
Yasmine is a family business advisor based in Dubai and has spent more than a decade dedicated to working with family businesses, family offices and wealthy families on supporting them through […]
Yasmine is a family business advisor based in Dubai and has spent more than a decade dedicated to working with family businesses, family offices and wealthy families on supporting them through generational change. Yasmine’s practice focuses primarily on devising multi–generational succession plans and governance systems using region specific tools designed to propagate harmony, fairness and transparency within a family business context. In parallel, Yasmine assists family-owned businesses in creating comprehensive tax strategies that maximize financial benefits, mitigate tax liabilities, and align with the unique goals of each family member and the overall business vision.
Lynda O'Mahoney
Global Head of Business Development – Private Clients
Ocorian
Lynda O’ Mahoney, Global Head of Business Development – Private Clients, has been in Dubai for over 20 years and has developed a very strong sense of cultural differences, regional […]
Hassen Jaufeerally
Senior Relationship Manager
The Mauritius Commercial Bank
Hassen is a Senior Relationship Manager covering External Asset Managers at MCB (DIFC Branch). He relocated from MCB’s Head Office in July 2021 where he was previously responsible for coverage […]
Hassen is a Senior Relationship Manager covering External Asset Managers at MCB (DIFC Branch). He relocated from MCB’s Head Office in July 2021 where he was previously responsible for coverage of EAMs and Multi Family Offices in Switzerland, Monaco, the UAE and in Mauritius. Prior to joining MCB, Hassen established the EAM Desk at Afrasia Bank, a boutique bank based in Mauritius. Hassen is an entrepreneurial and solution oriented banking professional with experience in multiple African, Middle Eastern and European jurisdictions who actively leverages on the entire MCB Group capabilities that also include corporate and investment banking, asset management and private equity. He holds a Master of Business Administration from HEC Paris and speaks fluently English and French.
Gail Goring
Partner and Head of Regulatory and Compliance Services
re/think
Experienced corporate lawyer with over 20 years’ experience in regulatory and compliance services spanning across the Caribbean, Cayman Islands and in the UAE. Strong knowledge of international business companies’ regulatory […]
Experienced corporate lawyer with over 20 years’ experience in regulatory and compliance services spanning across the Caribbean, Cayman Islands and in the UAE. Strong knowledge of international business companies’ regulatory frameworks,
financial services (including FinTech as qualified under Oxford/Saïd Business School Fintech Programme) and financial products (particularly Funds). Extensive experience as well as specialized expertise as a certified Anti-Money Laundering Specialist and FATF trained Legal expert examiner and certified in FATCA & CRS reporting, ADGM OCAB regime.
Achievement: Awarded 2021 Leading Woman in Private Wealth Management by MENA Wealth Briefing Association.
Formerly: Legal Counsel at Cayman Islands Monetary Authority: 2008-2016;
Formerly: Head of Regulations and Operations for RAKICC (IBC Offshore & Free zone Registry): 2016-2017
Former: Prosecutor/ Regulator & Legislative Drafter
Aslam Shareef
Managing Director - Kuwait
Fairway Group
Aslam joined Fairway from EFG Fund Services and prior to that, he was at the Jersey Financial Services Commission. Aslam has wealth of knowledge of the offshore funds industry having […]
Aslam joined Fairway from EFG Fund Services and prior to that, he was at the Jersey Financial Services Commission.
Aslam has wealth of knowledge of the offshore funds industry having been involved in the finance industry for over 15 years; he is an Associate of the Institute of Chartered Accountants of India and holds a diploma in Fund Administration. Aslam has a wide range of experience across financial services businesses, and his experience on the boards of various regulated entities and managed client entities puts him in good stead.
Prior to EFG, Aslam was a financial regulator within the funds supervision division of the Jersey Financial Services Commission before which he was responsible for a fund administration department at Dominion. Before moving into funds industry Aslam spent 7 years in audit with Deloitte and EY where he completed his training.
Alia Haskouri
Director – Head of UAE
JTC
Alia is Director and Head of JTC’s Dubai and Abu Dhabi Offices. She joined JTC’s Private Client Services division in 2020, having spent the previous five years with Intertrust Dubai. […]
Alia is Director and Head of JTC’s Dubai and Abu Dhabi Offices. She joined JTC’s Private Client Services division in 2020, having spent the previous five years with Intertrust Dubai.
Alia plays a key role in strategic development planning for JTC in the region and is also responsible for maintaining and managing client relationships, the management of corporate structures and business development across the GCC.
With over 10 years’ experience working with institutions and private clients in the DIFC, Alia has a passion for delivering the highest quality service to clients to create strong long-term relationships. Alia works with key business partners across the region and has built a strong professional network allowing her to provide tailored solutions for clients.
Alia was named as a Rising Star under 40 in the Wealth Briefing MENA Awards in 2022.
Przemyslaw Drzymala
Executive Vice President of Global Sales EMEA, Financial Services Division
Comarch SA
An experienced leader in the IT industry, specializing in sales management, innovation and digital transformation on an international scale. For over 20 years of his career at Comarch, he has […]
An experienced leader in the IT industry, specializing in sales management, innovation and digital transformation on an international scale. For over 20 years of his career at Comarch, he has managed key projects in Europe and the EMEA region, supporting the largest financial institutions and technology companies in the development and implementation of advanced IT solutions. His comprehensive knowledge and innovative approach allowed him to implement projects that drive digital transformation in key sectors.
Author of the strategy for entering foreign markets for the Middle East, which led to the signing of international contracts in Saudi Arabia, the United Arab Emirates, Qatar, Jordan and Bahrain. His strategic approach to global sales has resulted in success in building long-term customer relationships and creating innovative products that have attracted industry attention. In 2022, together with his team, he was honored with the prestigious WealthBriefing Award for the most innovative use of artificial intelligence.
It also boasts further industry awards, including the award for Best Reporting Platform and Most Innovative FinTech Solution in 2023, as well as for Excellence in Wealth Management Solutions in 2024.
His experience in FinTech and the implementation of modern technologies makes him a valued partner in digital transformation projects. Moreover, it is involved in initiatives supporting startups, such as Greenhouse, and actively participates in steering committees of international projects and building innovative products. In 2023, he served as a jury member in the prestigious Annual WealthBriefing MENA Awards for Excellence competition, supporting the development of innovations in the industry.
Categories
The submission process for the Eleventh Annual WealthBriefing MENA Awards For Excellence 2024 is now unfortunately closed. For any questions, please contact siiri.piiroinen@clearviewpublishing.com
About our Sponsors
Trust Sponsor
Technology Sponsor
Category Sponsors
ProFundCom helps financial institutions raise and preserve AuM using digital marketing analytics. ProFundCom has been built using expertise and best practice from within the financial services industry. Our marketing analytics focus solely on the asset/investment management space and offer an integrated solution across all digital properties. We understand email/web traffic patterns of investment management clients and how you can leverage these behaviours.
smartKYC’s AI software is used by banks to automate customer due diligence whether for remediation, onboarding, refresh or continuous monitoring; our technology drives faster, better, and more cost- effective KYC at every stage of the relationship – liberating human effort to focus on decision-making rather than laborious screening and research. smartKYC integrates all relevant KYC sources - external watchlists, media archives, open web search, private company data, internal blacklists and, like a human, it reads everything and extracts useful intelligence in the form of facts. smartKYC presents facts about risks like adverse media, but also provides insights into information like source of wealth, network risk and even ESG misdemeanours. Sophisticated hit scoring maximises relevance and minimises false positives. All of this is done at speed and at scale and, as such, straight through processing opportunities become obvious. In refresh or continuous monitoring mode, smartKYC watches only for net new risks as they emerge and never repeats what is already known.
Wine Sponsor
With more than 20 years’ banking experience spread across UK, Singapore, India & UAE, Amritaanshu Agrawal assumed the role of Partner & Senior Executive Officer of Swiss Private Banking and Asset Management Group, NPB (Middle East) Ltd ADGM in 2021. Amritaanshu had previously been Managing Director of Falcon Private Wealth DIFC, Dubai where he was instrumental in developing the Non-Resident Indian ( NRI ) Business.
Before this he worked for a Boutique Swiss Bank in Dubai, but also spent significant time at ABN AMRO, Singapore where he managed his clients and a team of relationship managers. Having begun his career in the banking industry in 2003, Amritaanshu’s responsibilities at NPB include developing the business across Middle East, Indian and subcontinent markets.
In 2022, NPB ( Middle East ) which was led by Amritaanshu Agrawal was awarded the ‘Most Promising New Private Bank Proposition’ by Wealthbriefing MENA Awards.
Venue
Kempinski Central Avenue Dubai
Address: 71 Financial Center Road, Sheikh Mohammed Bin Rashed Boulevard, Downtown Dubai, UAE, P.O. Box 31166, United Arab Emirates
Winners
PRIVATE BANKING CATEGORIES
Best Overall MENA Private Bank
BNP Paribas Wealth Management
Overall International Private Bank (HQ outside the MENA region)
Lombard Odier
Asia-Based Private Bank Active in MENA
Patronus Wealth Privé (DIFC) Limited
Boutique Private Bank
Mirabaud (Middle East)
Pure Play Private Bank
Union Bancaire Privée, UBP SA
Private Bank Servicing Clients with Investable Assets between US$ 1m – US$ 5m
Mirabaud (Middle East)
Private Bank Servicing Clients with Investable Assets over US$ 25m
LGT Middle East
Private Bank Servicing NRI/NRP Clients
BNP Paribas Wealth Management
Most Promising New Private Bank Proposition
Habib Bank AG Zurich (DIFC Branch)
Private Bank – Client Digital Offering
Mashreq Private Banking
Private Bank – Overall Client Service
Nedbank Private Wealth
Private Bank – Philanthropy Offering
Barclays Private Bank
Private Bank ESG Offering
LGT Middle East
Private Bank – Discretionary Portfolio Management (DPM) Offering
Barclays Private Bank
Private Bank – Credit Provider
BNP Paribas Wealth Management
Private Bank – Private Equity Offering
BNP Paribas Wealth Management
Private Bank – Investment Management Platform
FAB Private Banking
Shariah-Compliant Wealth Management Offering
Lombard Odier
Private Bank – External Asset Manager (EAM) Platform
NPB Middle East Limited
Private Banking Service Focusing on the Requirements of the UHNW Woman
Mirabaud (Middle East)
Private Bank Wealth Planning Team
EFG Middle East
EXTERNAL ASSET MANAGEMENT CATEGORIES
Overall External Asset Manager (EAM)
GSB
EAM with AuM up to US$1 Billion
Neovision Wealth Management Limited
EAM with AuM between US$ 1 Billion and US$ 5 Billion
Farro Capita
External Asset Manager (EAM) Newcomer
360 ONE Global
Family Office Proposition by an EAM in the MENA Region
Telomere Capital SA
EAM Next-Gen Programme
Farro Capital
EAM Private Markets Programme
Waha Capital
EAM Investment Process
Taurus Wealth Advisors Limited
EAM Leading Female Executive
Three Comma Capital Advisors Ltd. – Dr. Mariah Khan
External Asset Manager CEO
Mabledon Capital Limited – Mohammad Athar
INDIVIDUAL COUNTRY OR REGIONAL CATEGORIE
Private Bank or Wealth Manager Servicing The Kingdom of Saudi Arabia
FAB Private Banking
Private Bank or Wealth Manager Servicing Turkish Clients
Mirabaud (Middle East)
INVESTMENT CATEGORIES
Overall Private Bank Investment Team
BTA Finance Limited
INVESTMENT MANAGEMENT CATEGORIES
Overall Fund Manager – Regional and/or Global Reach
REYL Intesa Sanpaolo
Emerging Market Fund Manager
NAV Capital DIFC – Vineet Arora
Structured Product Provider
Picard Angst MEA
Real Estate Investment Proposition or Service
BNP Paribas Wealth Management
Private Equity Offering
Waha Capital
Private Market Offering
Indosuez Wealth Management
Alternatives Offering
Picard Angst MEA
FAMILY OFFICE CATEGORIES
Wealth Management Team Offering Family Governance Advice
EY MENA
Wealth Manager Servicing Family Offices
Picard Angst MEA
Next Generation (Next-Gen) Programme or Service
EY MENA
TECHNOLOGY CATEGORIES (NON-BANKING COMPANIES)
CRM Solution
Wealth Dynamix
Front Office Solution
LSEG D&A
Onboarding Solution
Comarch
Compliance/RegTech Solution
Re/think
Data Provider
Preqin
Innovative Wealth Management Client Solution
Valuefy
Client Reporting Solution
FundCount
Client Communication Solution
SS&C Advent
Risk Profiling Solution
Comarch
Innovative FinTech Solution
DELTA Wealth Partners
Best Blockchain-Based Sourcing Solution
Wecan Comply
PRIVATE CLIENT & CONSULTANCY CATEGORIES
Legal Advice Provision for UHNW Individuals, Families or Wealth Managers
Al Tamimi & Company
Private Client Accounting Provision
Gulf Tax and Accounting Group FZCO
Management Consultancy
EY MENA
Estate Planning Service
PwC International Private Wealth & Family Office
Family Office Advisory Offering
Hourani & Partners
Family Office Governance Service Provision
Forsters
Tax Team Servicing Private Clients
PwC International Private Wealth & Family Office
TRUST COMPANY CATEGORIES
Institutional Trust and Fiduciary Company
TMF Group
Independent Trust and Fiduciary Company
Crestbridge Family Office Services
Trust and Fiduciary Company with Headquarters outside the MENA Region
Vistra
Family Office Advisory Offering
M/HQ
Family Office Service Provision
Ocorian
Succession and Estate Planning
Ocorian
Foundation Creation
M/HQ
SPECIALIST WEALTH MANAGEMENT CATEGORIES
International Financial Centre (IFC)
Dubai International Financial Centre
Regionally Based Financial Centre
Standard Chartered Bank
Global Citizenship/Immigration Program Offering
Farro Capita
Most Innovative Wealth Management Model
WRISE Group
Regional Partnership in MENA Region
Standard Chartered Bank
Corporate Services
SFM Corporate Services
LEADERSHIP AND INDIVIDUAL CATEGORIES
Leading Private Bank Chief Executive Officer (CEO)
Mirabaud (Middle East) – Samir Atitallah
Leading Woman in Wealth Management
Stephenson Harwood LLP – Tasleem Sayani
Wealth Management Rising Star Under 40
EY MENA – Yasmine Omari
Leading Individual
M/HQ – Yann Mrazek
Leading Technology Professional to the Wealth Management Sector
DELTA Wealth Partners – Dr. Abdalla Kablan
Chairperson
WRISE Group – Derrick Tan
Lifetime Achievement
Mark Hirst – Gulf International Bank
Previous Winners
EAM CATEGORIES
Overall External Asset Manager
CdR Capital Limited
AuM up to US$ 1 Billion
GSB
Family Office Proposition by an EAM in the MENA Region
Picard Angst MEA
Investment Process
FormInvest AG
Leading Female Executive
GSB – Alison Whatnall
CEO
FinMark Capital Limited – Renoy Kundukulam
PRIVATE BANKING CATEGORIES
Private Bank – MENA Region
BNP Paribas Wealth Management
Overall International Private Bank (HQ outside MENA region)
Lombard Odier
Asia-Based Private Bank Active in MENA
Patronus Wealth Privé (DIFC) Limited
Best Boutique Private Bank
Union Bancaire Privée, UBP SA
Pure Play Private Bank
LGT Middle East
Private Bank Servicing the Expat Community
Emirates NBD Private Banking
Private Bank Servicing Clients with Investable Assets between US$1M-US$5M
Mirabaud (Middle East)
Private Bank Servicing Clients with Investable Assets between US$5M-US$25M
Patronus Wealth Privé (DIFC) Limited
Private Bank Servicing Clients with Investable Assets over US$25M
Indosuez Wealth Management
Private Bank Servicing NRI/NRP Clients
Deutsche Bank AG
Most Promising New Private Bank Proposition
Habib Bank AG Zurich (DIFC branch)
Private Bank – Client Digital Offering
Mashreq Private Banking
Private Bank – Overall Client Service
Nedbank Private Wealth
Private Bank – Philanthropy Offering
LGT Middle East
Private Bank – ESG Offering
BNP Paribas Wealth Management
Private Bank – Discretionary Portfolio Management (DPM) Offering
FAB Private Banking
Private Bank – Credit Provider
Indosuez Wealth Management
Private Bank – Private Equity Offering
BNP Paribas Wealth Management
Private Bank – Investment Management Platform
Mashreq Private Banking
Shariah-Compliant Wealth Management Offering
Lombard Odier
Private Bank External Asset Manager (EAM) Platform
Mirabaud (Middle East)
Private Banking Service Focusing on the Requirements of UHNW Woman
Mirabaud (Middle East)
Private Bank Wealth Planning Team
HSBC Global Private Banking
INDIVIDUAL COUNTRY OR REGIONAL CATEGORIES
Private Bank or Wealth Manager Servicing United Arab Emirates
FAB Private Banking
Private Bank or Wealth Manager Servicing The Kingdom of Saudi Arabia
FAB Private Banking
Private Bank or Wealth Manager Servicing The State of Kuwait
Kuwait Financial Centre “MARKAZ”
Wealth Manager Servicing Qatar
QNB
Servicing Turkish Clients
Mirabaud (Middle East)
INVESTMENT CATEGORIES (MENA)
Overall Private Bank Investment Team
Mashreq Private Banking
Multi-Family Office (MFO)
Bearbull Global Investments Group Limited
PRIVATE CLIENT/CONSULTANCY CATEGORIES
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 MENA
Estate Planning Service
Hourani & Partners
Family Office Advisory Offering
M/HQ
Family Office Governance Service Provision
PwC International Private Wealth & Family Office
INVESTMENT MANAGEMENT CATEGORIES
Overall Fund Manager – Regional and/or Global Reach
REYL Finance (MEA) Ltd.
Structured Product Provider
Picard Angst MEA
Real Estate Investment Proposition or Service
BNP Paribas Wealth Management
Private Market Offering
Picard Angst MEA
Alternatives Offering
The DXB Watch Fund
Digital Assets Offering
Amdax
TRUST COMPANY CATEGORIES
Institutional Trust and Fiduciary Company
TMF Group
Independent Trust or Fiduciary Company
Crestbridge Family Office Services
Trust and Fiduciary Company with Headquarters outside the MENA Region
Vistra
Family Office Service Provision
Accuro
Succession and Estate Planning
Ocorian
Foundation Creation
M/HQ
FAMILY OFFICE CATEGORIES (MENA)
Wealth Manager Servicing Family Offices
BNY Mellon Wealth Management
Next Generation (Next-Gen) Programme or Service
EY MENA
TECHNOLOGY CATEGORIES – NON-BANKING COMPANIES
CRM Solution
Wealth Dynamix
Front Office Solution
SS&C Advent
Transaction Processing Solution
Ebury
Compliance/ Regtech Solution
Rethink ME Ltd
Innovative Wealth Management Client Solution
swissQuant
Client Reporting Solution
Comarch
Client Communications Solution
FundCount
Most Innovative Overall Fintech Solution
Comarch
Innovative Use of Artificial Intelligence
IntellectAI
SPECIAL WEALTH MANAGEMENT CATEGORIES
International Financial Centre (IFC)
Jersey Finance
Most Innovative Wealth Management Model
Standard Chartered Bank
Corporate Services
SFM Corporate Services
LEADERSHIP AND INDIVIDUAL CATEGORIES
Leading Private Bank Chief Executive Officer
Barclays Private Bank – Rasha Badawi
Leading Woman in Wealth Management
Barclays Private Bank – Rasha Badawi
Wealth Management Rising Star under 40
Standard Chartered Bank – Gaurav Sharma
Leading Individual
Taurus Wealth Advisors Limited – Suhail Moosa
Frequently Asked Questions
Q) Does the entering firm or individual need to be a subscriber to WealthBriefing?
A) No, this program is open to all firms and individuals active in wealth management or the family office sectors.
Q) Can my firm enter more than one category?
A) Yes, we encourage firms to enter as many awards that are applicable to their business.
Q) Do I need to use the submission form provided?
A) Yes, submissions shall only be accepted when using this document.
Q) Is there any upfront cost to enter?
A) No, there is no upfront cost to enter, but you will be offered the chance to purchase a winner’s marketing package should you be successful. The judging process is completely independent of the commercial arrangements between the participants and the organisers. However it is expected that when the results are made public, winners will engage with the organisers to promote their win and also attend the awards ceremony to accept their trophy.
Q) Is the process open to firms that are not currently active within the MENA region?
A) The judges will only consider submissions from firms that are demonstrably active in the region. Please see here an overview of our global awards programmes.
Q) How do you ensure that the judging process is independent and impartial?
A) The Judges are independent of the award organisers ensuring they are divided into separate panels to avoid conflicts of interest.
Q) Can you assure me that any details that I submit will be treated with confidentiality?
A) We only share submissions with the panel responsible for judging those particular categories. Furthermore, our experienced team ensures that there is no conflict of interest before they share an entrant’s submission with anyone. All our judges have signed a Non-Disclosure Agreement.
Q) My submission is likely to be longer than the 1,000-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. Judges reserve the right to refuse to review submissions that do not comply. We also encourage against attachments to the submissions.
Q) Do I need to submit a separate submission for each category?
A) You will need to do a new form for each submission and you should also ensure that this specifically relates to the category for which you are entering. If you are using the same answers for multiple submissions this could result in your entry being marked down by the judging panel.
Q) Where is the winner’s announcement shared?
A) The winners are announced publicly the day after the official awards celebration and this is via our editorial and social media platforms.
Q) Can I speak to anyone on the team about my entry?
A) Yes, our experienced team is always available to assist you with preparation of your submission/s and any aspects of the process from start to finish. For any questions please contact siiri.piiroinen@clearviewpublishing.com