
Awards
The Fifth WealthBriefing Wealth For Good Awards 2026
Thursday - 11th June 2026
Broadfield
One Bartholomew Cl, City of London, London EC1A 7BL
Overview
The nomination process for the WealthBriefing Wealth For Good Awards 2026 is now open, culminating in a celebratory cocktail evening at Broadfield, London in June 2026.
Wealth for Good recognises the contribution the wealth management sector makes to finance and encourage sectors where profit is not necessarily the primary motive.
WealthBriefing – the global subscriber-based newswire – has been exclusively reporting on the family office and wealth management sector for over 20 years. Over this period we have organised the annual standout awards programmes celebrating the achievements of our wealth management, private client and family office communities.
Categories
Regionally-specific categories are focused on achievements in the following areas:
- Multi-Family Office
- Fund Management
- Professional Services
- Private Asset Manager
- Technology
- Trust and Fiduciary Company
- Consultancy
- Not-For-Profit, Foundations and Trusts
- International Financial Centre (IFC)
- Private Bank
Judging
Independence, integrity and genuine insight are the watchwords of the judging process, which is conducted by expert panels drawn from banks, family offices and trusted advisors/consultants to the sector.
Every submission is carefully reviewed to ensure the most deserving companies and individuals are selected as winners in each category. Outstanding submissions that have a particular reason to be praised may be commended by the judges.
Commercially sensitive information is kept confidential, and conflicts of interest are avoided at all times. All judges have signed a Non-Disclosure Agreement.
Awards Notification Process and Leveraging Your Success
Winning a WealthBriefing Award sets organisations and individuals apart from their peers and is a tangible demonstration that they have something special to offer. It rewards achievement and showcases top-class performance, innovation and distinction. They also showcase the sustainability and robustness of your organisation.
Winners and commended companies will be given advance notification of their success, allowing time to prepare their marketing messaging around the promotion of their achievement before the public announcement in June 2026. WealthBriefing – as the leading voice of the family office and wealth management community – will work with the winners to optimise their success by offering a range of marketing collateral.
Annual Acclaim Magazine
One of the award outputs is the Annual Acclaim magazine which is widely distributed to our community. All winners and sponsors are given the opportunity to have an extended entry within this publication, and are invited to send the publication to their prospects and clients.
Sponsorship Opportunities and Further Information
For further information on sponsorship opportunities and the awards and submission process please contact Rachel.fokes@clearviewpublishing.com
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).
Key Dates
Nominations open – 25th November, 2025
Nominations close – 26th March, 2026
Winners notified of their success – from May, 2026
Public announcement and cocktail reception – 11th June 2026
Venue
Broadfield
Address: One Bartholomew Cl, City of London, London EC1A 7BL
Frequently Asked Questions
Q) Does the entering firm or individual need to be a subscriber to WealthBriefing, WealthBriefingAsia or Family Wealth Report?
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) 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 rachel.fokes@clearviewpublishing.com.
Judges
Our global awards programme is founded on the independence and integrity of our judging panel.
Further judges will be added in due course
Trusted Advisors

Jennifer Ayer
Managing Director
AlTi Tiedemann Global
Jennifer co-leads AlTi’s impact investing strategy globally and directly oversees the firm’s Inclusive Innovation strategy, which is aimed at building thriving and equitable communities through investments that improve access and affordability, and that activate equitable capital flows toward diverse ownership models and fund managers. Gender and racial equity are central to AlTi’s thematic work.
Jennifer works with clients seeking to align capital with their personal sets of values, and has an established practice advising female investors. Her past experience as a wealth manager and investor includes positions at Wetherby Asset Management, Venture Investment Associates and Wilmington Trust in New York.
A regular speaker at industry events, Jennifer is a member of the Investment Committee at United Religions Initiative, a nonprofit that fosters cooperation among different cultural and religious groups in communities around the world.

Roopalee Dave
Partner & UK Wealth Management Lead
EY

Cath Dovey
Co-Founder
Beacon Collaborative
Cath Dovey is a co-founder of the Beacon Collaborative, a collective impact movement aimed at increasing giving and social investment among the UK’s wealthy population. Beacon forges collaboration among organisations that work with wealthy donors through a range of activities covering peer influence, public awareness, research and measurement, professional advice and political engagement. She was formerly a co-founder of Scorpio Partnership, the global wealth management strategy and research firm. She chairs Rosa, the UK fund for women and girls. She is a trustee of Philanthropy Impact and First Star UK. She is a member of the technical panel of the Law Family Commission on Civil Society.

Sianne Haldane
Founder
Boon Impact Limited
Boon Consulting was founded by Sianne Haldane. Sianne is a STEP qualified lawyer with over twenty years experience working and consulting in the third sector as well as advising private clients. Sianne was formerly Chief Impact Officer at Maanch, an ESG tech consulting firm where she worked with large corporate to embed sustainability programmes. Before then, Sianne was Head of Planned Giving Philanthropy at Cancer Research UK, the UK's largest charity, where she brought in their three largest ever individual gifts, totalling over $100M.
Sianne is Chair of the STEP Global Philanthropy Advisers Special Interest Group. She sits is on the Advisory Committee of the UN Global Compact UK and acts as an advisor on UBP's Biodiversity Restoration Impact Fund. She regularly gives keynote talks at philanthropy and private client conferences and events. She is also a Trustee of both Save the Rhino and Mosaik Education a charity helping refugees access tertiary education. She also works with corporates on their sustainability and CSR strategies.

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, with the majority working for HSBC Group. He was appointed CEO, HSBC Life (UK), and Head of UK Insurance in November 2015. He is responsible for the Life manufacturing business and General Insurance Partnerships across HSBC, First Direct and M&S Bank.
Between two tenures at HSBC, Mark spent three years with Kleinwort Benson as Head of Private Wealth Management UK and the Channel Islands. This gave him responsibility for both Private Banking and Private Fiduciary Services in the UK, Channel Islands and Internationally. He was a member of the Kleinwort Benson group regional executive committee and sat on the board of Kleinwort Benson Trustees.

Leticia Kansime
Relationship Manager
Prism the Gift Fund
As a next generation leader transforming wealth and philanthropy, Leticia brings a fresh and
globally informed perspective to how value and impact are defined. In her role at a leading
provider of donor-advised and collective funds, for high-net-worth individuals and social impact
leaders, she administers and supports structured charitable giving, to ensure contributions
achieve meaningful and sustainable outcomes.
Recognised on the Powerlist: Future Leaders 2022 as one of the UK’s most outstanding African &
African-Caribbean young people, and a graduate in Global Sustainable Development from the
University of Warwick, she brings together academic insight and hands-on experience.
Having lived and worked across East Africa, Latin America, and Europe, she has seen how
overlooking local knowledge systems can hinder progress, shaping her commitment to inclusive,
context-aware financial ecosystems that maximise social impact.
Her experience spans NGO work, government advisory, and social innovation, including
advocating for the rehabilitation of children who have been forcibly recruited and exploited in
armed conflict.
As an emerging change-maker distinguished by her cross-cultural fluency, leadership, and
creativity, Leticia bridges wealth with social purpose. Outside of the office, she enjoys travelling,
playing the harp, and hosting her podcast, Amplifying the Silence, that explores overlooked
global issues.

Nigel Kershaw OBE
Chair
The Big Issue Group
Since 1974 Nigel has created, built and scaled social enterprises and investment. Joining The Big Issue Group (TBIG) in 1994, he subsequently became CEO, and then Group Chair. In 2004 Nigel and Lord Bird launched Big Issue Invest which has directly invested in over 400 UK social enterprises. TBIG currently manage or advise on over US$500m of private and public impact funds. Nigel and his team devised and then partnered to develop two public market funds. In 2013 with Columbia Threadneedle, the UK Social Bond Fund and then with Aberdeen Standard Investment, the Multi-Asset Climate Solutions Fund. He also co-founded The Big Exchange, the largest impact-only online supermarket incorporating 50 rated funds with a combined Assets Under Management of over US$70bn. Nigel trained as a lithographic printer and also worked as a systems analyst, project manager and trade union official. He has founded three printing and publishing social enterprises and is a Social Enterprise UK ‘Champion of Champions’.

Keith MacDonald
Senior Advisor Wealth Management
Keith has been a partner advising financial services firms for over 35 years, leading businesses for EY, CapGemini and Capco. He led EY’s Wealth Management and Private Banking business for over 10 years and continues to advise organisations in this sector. He is currently advising a range of fintechs and other start/scale ups on strategy, distribution, partnerships and funding. He is also a trustee and adviser to several philanthropic and charity bodies.

James Quarmby
Partner
Stephenson Harwood LLP
Recently recognised as "tax & trusts lawyer of the year" (Spears' Wealth Management Awards 2022), James is the head of our private wealth team. James is widely regarded as one of the leading practitioners in the UK and is described in the Chambers HNW Guide (2019) as “very much a figurehead of the industry…… he carries a lot of experience”.
James has a wide ranging practice, advising on UK and international taxation, residency and domicile, offshore pensions and trusts, asset protection, succession planning and HMRC disputes.
James is one of the most prominent private client lawyers in the UK and frequently appears in the press and broadcast media (Sky News, BBC TV News, BBC Radios 2 / 3 / 4 / 5, Bloomberg TV and the BBC World Service). He writes and lectures widely on tax policy. The private client publication "e-private client" names James, for the last 8 years running, as a "Top 50 Most Influential' in the private client industry.
As well as being a solicitor, regulated by the SRA, he is a Registered Tax Technician, regulated by the Association of Tax Technicians (ATT). He is an active member of STEP and a contributing editor for Lexis/Nexis.

Matthew Spencer
Advisor
Various
Combining both an in-depth knowledge of marketing strategy and business development, Matthew has sat on senior management teams and led significant business growth. His deep experience with HNW/UHNW clients, knowledge of wealth management and expertise in marketing strategy to improve brand awareness, client experience and business development are extensive. Until recently he was Managing Director, Head of Business Development & Marketing at Close Brothers Asset Management having previously held senior management positions at Deutsche Bank, Coutts and Credit Suisse.

Maryann Umoren Selfe
Investment Solutions
Banque Internationale à Luxembourg (Suisse) SA
Maryann Umoren Selfe is a seasoned investment professional, writer, and executive with over two decades of experience in Private Banking and Wealth Management. She currently serves as Managing Director at Banque International à Luxembourg, Suisse, leading the Investment Solutions division. Before this, Maryann spent 17 years at Credit Suisse in senior leadership roles, focusing on European clients and advising Family Offices in the UK and Nordic regions as part of Credit Suisse’s Ultra High Net Worth Clients Group.
Passionate about impact investing, Maryann is dedicated to channelling capital toward ventures that address social and environmental challenges and sits on the board and investment committees of foundations that focus on these issues. A British and Swiss national, Maryann holds an MBA from Cardiff University and is a fellow of the Association of Chartered Certified Accountants. She is married with two children, lives in Zurich, Switzerland and loves alpine sports and teaching yoga in her spare time.

Sophie Ward
Director, Head of Charities & Education
HSBC Private Bank
Sophie specialises in working with charity and education clients on their investment needs, with a particular focus on sustainability. Sophie is a Chartered Wealth Manager and graduated with a 1st in International History and Politics from the University of Leeds. She was awarded a Distinction in her MBA from Aston Business School, with a focus on impact investment, and has the CFA Sustainable Investing Certificate. She has been with HSBC since 2010 where she joined as a graduate and sits on the investment committee of Monday Charitable Trust. Out of the office she is usually found surfing, mountain biking or teaching yoga.

Alison Whatnall
Founding Partner and Group Chief Operating Officer
GSB
Alison Whatnall is a founding partner and Group Chief Operating Officer at GSB, leading the company’s growth strategy and driving its impact initiatives. With a 15-year background in oil and gas, Alison held leadership roles in major corporations, where she focused on strategic development and business sustainability. She has been living and working in the UAE for over a decade. In addition to her extensive industry expertise, Alison holds several accounting qualifications, including AGMA, ACMA, and MACostE.

Melvyn Yeo
Co-Founder and Director
TRIREC
Melvyn is the Founder of Singapore-based, TRIREC, which is the leading investment firm incorporated in 2015 with the aim of making a meaningful impact on addressing climate change through a disciplined investment approach by supporting entrepreneurs and companies that share our belief in a sustainable future. TRIREC’s investment mandate is focused on the decarbonization theme and invests in early-stage startups globally. Melvyn started his career in Goldman Sachs and was with the firm for more than a decade. He was the Co-Founder of Thirdrock Group which was the leading Asian independent asset manager that was acquired by UK-listed Schroders plc in 2019. Melvyn was the Deputy CEO of Schroders Wealth Management Asia till 2021 and he also chaired the Asia Investment Committee and co-Chaired the Private Assets Investment Committee for Schroders Wealth Management globally during his tenure.
About our Sponsors
Headline Sponsor
Category Sponsor
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Supporting Partner
Charity Partner
Previous Winners
MULTI-FAMILY OFFICES CATEGORIES
Female Executive (Global Reach)
GUICE Wealth Management – Danita M. Harris
FUND/ASSET MANAGEMENT CATEGORIES
Investment Performance (APAC)
TRIREC Holding Pte Ltd
Thematic Fund (APAC)
TRIREC Holding Pte Ltd
PROFESSIONAL SERVICE FIRM CATEGORIES
CSR Strategy and Implementation (APAC)
Withers
Internal Equality, Diversity and Inclusion Practices or Program (Global Reach)
BDO
Philanthropy Offering or Advice (Americas)
Phila Engaged Giving
Philanthropy Offering or Advice (APAC)
Withers
PRIVATE ASSET MANAGEMENT CATEGORIES
CSR Strategy and Implementation (UK)
atomos
Investment Performance (UK)
atomos
Impact Investment Performance (UK)
Tribe Impact Capital
Philanthropic Initiative (UK)
The EQ Foundation: Giving is Great
Philanthropic Initiative (Americas)
Bailard
Thought Leadership (UK)
EQ Investors
TECHNOLOGY CATEGORIES
Internal Equality, Diversity and Inclusion Practices or Program (Americas)
InfoGrate, Inc.
Data Solution (Europe)
Auquan
Data Solution (Americas)
TaxStatus
Data Solution (UK)
Communify Fincentric
Reporting Solution (Global Reach)
InvestSuite
Reporting Solution (Americas)
MyFO
Reporting Solution (UK)
Etcho
Screening Solution (Europe)
Auquan
Innovative Technology Solution (Americas)
Alkymi
Innovative Technology Solution (Switzerland)
aixigo AG
Innovative Technology Solution (APAC)
AML Partners
Female Executive (Americas)
MyFO – Simran Kang
Implementation of a Technology Solution (Switzerland)
aixigo AG
Implementation of a Technology Solution (Americas)
InfoGrate, Inc.
Thought Leadership (Americas)
Foundation Source
TRUST AND FIDUCIARY CATEGORIES
Innovative Offering (UK)
Ludlow Trust Company
Investment Advice or Service Provision (Americas)
Glenmede
Philanthropy Offering (Americas)
Fiduciary Trust Company
Philanthropy Offering (UK)
Ludlow Trust Company
Thought Leadership (Europe)
Accuro
CONSULTANCY CATEGORIES
Internal Equality, Diversity and Inclusion Practices or Program (Americas)
Veris Wealth Partners
Philanthropic Initiative (Europe)
EY
Philanthropic Initiative (Americas)
GUICE Wealth Management
Philanthropy Consultancy (Americas)
Arabella Advisors
Investment Consultancy (Americas)
Veris Wealth Partners
Innovative Offering or Advice (Global Reach)
ARC Group
Thought Leadership (Europe)
EY
NOT-FOR-PROFIT, FOUNDATIONS AND TRUST CATEGORIES
Initiative or Program (Global Reach)
Charities Aid Foundation
Initiative or Program (UK)
Epic Foundation
Initiative or Program (Americas)
FinServ Foundation
Thought Leadership (UK)
Philanthropy Impact
Thought Leadership (Americas)
FinServ Foundation
Fund Raising Campaign (UK)
Big Give
Innovative Offering or Advice (Global Reach)
Giving Compass
Innovative Offering or Advice (UK)
The Charity Service
INTERNATIONAL FINANCE CENTRE CATEGORIES
Sustainability Program (UK)
Guernsey Finance LBG
PRIVATE BANKS CATEGORIES
CSR Strategy and Implementation (MENA)
BNP Paribas Wealth Management
Client Reporting (Europe)
RBC Wealth Management
NextGen Support (Global Reach)
LGT Private Banking
Sustainable Investment Performance (MENA)
BNP Paribas Wealth Management
Sustainable Investment Performance (UK)
Barclays Private Bank and Wealth Management
Innovation in Sustainability (Europe)
RBC Wealth Management
Innovation in Sustainability (UK)
HSBC Private Bank UK
Innovation in Sustainability (Global Reach)
LGT Private Banking
Innovation in ESG (MENA)
BNP Paribas Wealth Management
Innovation in ESG (Global Reach)
ABN AMRO
Innovation in Impact Investing (MENA)
BNP Paribas Wealth Management
Philanthropy Service Offering (Global Reach)
LGT Private Banking
Philanthropy Service Offering (UK)
Barclays Private Bank and Wealth Management
Philanthropy Service Offering (Americas)
Bank of America Private Bank
Philanthropy Service Offering (Europe)
ABN AMRO
Thought Leadership (Americas)
Huntington Bank
LEADERSHIP CATEGORIES
CEO: Technology (Americas)
Foundation Source – Joseph Mrak III
CEO: Technology (Global Reach)
Summitas – Daniel P. Gregerson
CEO: Multi-Family Office (Americas)
RWA Wealth Partners – Michelle Knight
Outstanding Contribution to Wealth For Good Initiatives (Americas)
MarketCounsel Consulting | Hamburger Law Firm – Brian Hamburger
Outstanding Contribution to Wealth For Good Initiatives (Under 40’S) (UK)
Barclays Private Bank – Isabelle Hayhoe
Outstanding Contribution to Wealth For Good Initiatives (APAC)
Stephenson Harwood – Penelope Shen
Outstanding Contribution to Wealth For Good Initiatives (Global Reach)
Withers – Stacy Choong
Overall Female Executive Championing a Wealth For Good Strategy (UK)
Prism the Gift Fund – Anna Josse
Overall Female Executive Championing a Wealth For Good Strategy (Americas)
Phila Engaged Giving – Stephanie Ellis-Smith
Leading Individual in Wealth For Good (UK)
Paradigm Norton – Steve Watters
Leading Individual in Wealth For Good (Global Reach)
BDO – Kylie Luo
Leading Individual in Wealth For Good (APAC)
Zhong Lun Law Firm LLP – Clifford Ng
Categories
WealthBriefing Wealth For Good Awards 2026 – Entry Process
1. Register
Begin your journey by registering here for the WealthBriefing Wealth For Good Awards 2026.
2. Select your categories
Complete your details and choose the award categories you wish to enter.
3. Complete your nomination form
After submitting the registration form, you will receive a confirmation email containing a downloadable nomination form.
Please:
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Provide the name of your firm or individual, exactly as you would like it to appear in all award-related communications.
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Answer all questions within the form (total word count must not exceed 1,000 words).
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You may include up to 3 relevant examples via active links to PDFs, audio, or video files.
4. Submit your entry – Submission deadline: 26th March 2026
Email your completed nomination form(s) to:
📧 Sophie.Page@clearviewpublishing.com
5. Notification & ceremony preparation
Finalists (winners and commended firms/individuals) will be notified in May 2026.
They will be offered the opportunity to purchase marketing packages and tickets for the celebratory cocktail evening in June 2026.
6. Awards announcement & promotion
Winners will be officially announced at the celebratory cocktail evening in June 2026, and results will be published across WealthBriefing’s editorial channels, website, and social media the following day.
Please note: While the judging process is completely independent of any commercial relationships, all winners are expected to enter into a financial arrangement with the organisers to support the promotion of their award(s). This promotional commitment is separate from — and not conditional upon — attendance at the awards ceremony.




