Awards

The Fifth WealthBriefing Wealth For Good Awards 2026

Thursday - 11th June 2026

Broadfield
One Bartholomew Cl, City of London, London EC1A 7BL

About Judges & Sponsors Finalists & Winners Categories & Registration

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.

 

Every judge has signed a Non-Disclosure Agreement (NDA) to ensure that all information contained in submissions is treated with the utmost confidentiality.

Further judges will be added in due course

Trusted Advisors

Jennifer Ayer

Managing Director

AlTi Tiedemann Global

Roopalee Dave

Partner & UK Wealth Management Lead

EY

Cath Dovey

Co-Founder

Beacon Collaborative

Sianne Haldane

Founder

Boon Impact Limited

Mark Hussein

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

HSBC Bank

Leticia Kansime

Relationship Manager

Prism the Gift Fund

Nigel Kershaw OBE

Chair

The Big Issue Group

Keith MacDonald

Senior Advisor Wealth Management

James Quarmby

Partner

Stephenson Harwood LLP

Matthew Spencer

Advisor

Various

Maryann Umoren Selfe

Investment Solutions

Banque Internationale à Luxembourg (Suisse) SA

Sophie Ward

Director, Head of Charities & Education

HSBC Private Bank

Alison Whatnall

Founding Partner and Group Chief Operating Officer

GSB

Melvyn Yeo

Co-Founder and Director

TRIREC

About our Sponsors

Headline Sponsor

Category Sponsor

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:

  • Provide the name of your firm or individual, exactly as you would like it to appear in all award-related communications.

  • Answer all questions within the form (total word count must not exceed 1,000 words).

  • 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.