
Awards
The Fourteenth WealthBriefing European Awards 2026
London Marriott
Grosvenor Square, London W1K 6JP
Overview
We are pleased to announce that the nomination process for the WealthBriefing European Awards 2026 is officially open! These prestigious awards recognise excellence and innovation in the European wealth management sector. A preview of what to expect can be seen here.
The awards will culminate in a celebratory gala dinner at the iconic Marriott Hotel Grosvenor Square in London in March 2026.
Don’t miss this opportunity to showcase your achievements and gain industry recognition.
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 successfully organised global awards programmes celebrating the achievements of our wealth management, private client and family office communities.
Amongst others, the categories for entry are focused on client experience around these main areas:
- Private Banking
- Private Client Practitioner
- Multi-Family Office
- Private Asset Management
- Fund Management
- Technology
- Specialist
- Leadership
Judging
The judging process is guided by three core principles: independence, integrity, and genuine insight.
An esteemed panel of experts—comprising senior professionals from private banks, family offices, and trusted advisors/consultants carefully evaluate each submission. Their deep industry knowledge ensures that only the most deserving companies and individuals are recognised.
- Every entry is independently assessed to uphold the highest standards of fairness.
- Submissions that truly stand out may receive special commendation from the judging panel.
- All commercially sensitive information is treated with strict confidentiality.
- Conflicts of interest are rigorously avoided, and all judges operate under a Non-Disclosure Agreement (NDA).
This robust and transparent process ensures that the awards maintain their reputation as a benchmark of excellence across the wealth management industry.
Awards notification process and marketing your success
Winning a WealthBriefing European award sets organisations and individuals apart from their peers, serving as a powerful and tangible endorsement of excellence. It is a clear demonstration that the recipient offers something truly exceptional to the wealth management and family office community.
These awards celebrate:
- Outstanding achievement
- Top-tier performance and innovation
- Meaningful differentiation in a competitive landscape
- The sustainability and robustness of your business model
Winners and commended entrants will receive advance notification of their success. This ensures time to prepare targeted marketing and communications to highlight their achievement prior to the official public announcement.
As the leading voice of the global wealth management community, WealthBriefing is committed to amplifying your success. We support awardees by providing a suite of bespoke marketing collateral and promotional opportunities, helping you to make the most of your recognition.
Annual Acclaim magazine
One of the key outcomes of the WealthBriefing European Awards is the publication of the Annual Acclaim – our flagship magazine, widely distributed across the global wealth management and family office community.
- Your award-winning achievements
- Strategic insights and innovations
- Brand strengths and differentiators
In addition, participants are encouraged to share the magazine with clients, prospects, and stakeholders, using it as a high-impact marketing and relationship-building tool.
Sponsorship opportunities and further information
For further information on sponsorship opportunities and the awards and submission process please contact Rachel.fokes@clearviewpublishing.com
Key Dates
Nominations open –Now
Submission deadline – 28 November 2025 (This has now been extended until the 12th December 2025)
Winners and commended firms notified of their success – From January 2025
Public announcement and black-tie gala celebratory dinner – March 2026
Venue
London Marriott
Address: Grosvenor Square, London W1K 6JP

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.
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 European 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, website 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 program 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

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 and growth-oriented companies. Prior to that, Ausaf had a 25-year career at Merrill Lynch and Morgan Stanley, where he held various senior management positions in both investment banking and wealth management. His international experience includes 13 years based in Hong Kong, Singapore and Tokyo, and extensive experience managing wealth businesses across the MENA region. His broad range of interests include acting as senior advisor to a real estate investment banking firm and serving as a director of SEO London and Tara Arts, two charities focused on education and Asian theatre.

Matthew Duncan
Partner and Head of the Private Wealth Team
Druces
Matthew is a partner and Head of the Private Wealth Team. He has an extensive private client practice and has specialist expertise in a number of areas. His particular expertise includes dealing with complex tax planning, trust and estate issues for both UK and international high net worth individuals and trustees. Matthew deals with complex high-level estate and succession planning with particular emphasis on entrepreneurial clients and family businesses. Furthermore, he has developed a strong contentious probate, trust and disputed wills practice.
Worthy of particular note, Matthew is registered as a will draftsman in the Dubai International Financial Centre’s (DIFC) Wills and Probate Registry where he is authorised to draft and advise on the production of DIFC compliant wills. Matthew was the first non-Dubai based solicitor to be awarded this title.
Matthew offers pragmatic, practical and personable advice. He is consistently praised by clients and intermediaries for his care and attention and excellent advice. Matthew is a member of the Society of Trust and Estate Practitioners (STEP).

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 Managers, Family Offices, Pension Funds, Fund Managers, Securities Firms and Banks.
He brings the judges panel an extensive banking operations & IT expertise acquired in his current role since 2020 but also during the 9 previous years while heading business development of Bank Lombard Odier global custody & reporting services which he joined after 10 years as Private Banking Client Executive at IBM Geneva.
Both Swiss and Belgian, used to work in multi-cultural and multilingual environments, his motivation has been during his whole career to understanding customer's pains, translating those to experts who are able to solve them and setting the right level of expectations on both sides.

Steve Dyson
Director
Investment & Wealth Management Consultants
Steve is a founding director of Investment & Wealth Management Consultants (“IAWMC”) who provide a full spectrum of consulting services, from strategic advice through to delivery for wealth managers, private banks, family offices, asset managers, software vendors and service providers.
Steve has over 30 years’ experience in the Financial Services’ industry and has held senior positions in the Wealth Management sector as Operations Director for Schroders Private Bank and Head of Product Development for State Street's Wealth Manager Services division. In addition, he has worked at The Bank of New York
where he managed their enterprise level global banking relationships and at Citisoft Consultants where he was Head of European Business Development.
Steve is a regular keynote speaker at Wealth Management events and is often quoted in the press. He also serves on the judging panel for a number of prestigious industry awards covering the UK, Channel Islands and Switzerland and has been included in the Top 100 Most Influential People in Service Provision for Alternative
Investment Firms for the past 3 years.
By utilising his extensive network of contacts and market knowledge, Steve is able to add value to start-up & scale up Fintech companies and private equity organisations.

James Fleming
Consultant
Various
James Fleming has enjoyed a long career in banking and finance. He is currently a Non-Executive Director and adviser to several small companies across the Wealth Management, Debt Advisory and Commercial Real Estate sectors. Previously James was Head of International Private Banking at Coutts & Co and then Chief Executive and Vice Chairman of Arbuthnot Latham & Co Limited.
More recently, he was Chief Executive of Sandaire, the Multi-Family Investment Office that was sold to Schroders in December 2020. James started his career with Hambros Bank.

Elizabeth Hart
CEO & Founder
Legacy Wealth Advisors
Elizabeth Hart ACIB, TEP, MSID
Elizabeth has dedicated her entire career, of over 30 years, to advising private clients and provides holistic
advice on wealth preservation, succession planning & family wellness.
Elizabeth is the CEO & Founder of Legacy Wealth Advisors Pte Ltd which provides independent succession
planning and investment services to support families to ensure a smooth transition of wealth to the next
generation. Legacy Wealth Advisors was awarded Independent Wealth Manager, South East Asia at the
WealthBriefingAsia Awards 2024 and Most Promising New Entrant at the WealthBriefingAsia Awards 2022.
Elizabeth is also Managing Director of The Life Academy Pte Ltd, which provides bespoke family wellness
programs and empowerment coaching to ensure harmony through generations and to prepare the next
generation for being future wealth owners.
Elizabeth is an independent non-executive director of British & Malayan Holdings Ltd, an SGX listed
company established since 1924 and a pioneering member of the Singapore Stock Exchange.
Previously, Elizabeth has held senior managerial positions including Managing Director, Head of South East
Asia, Rothschild Wealth Management and Director, Rothschild Trust for 12 years until 2016. Elizabeth has
been covering Asia & Australia for over 20 years. The industry awarded Elizabeth Banker of the Year in
2000.
Elizabeth is an Associate of the Chartered Institute of Bankers, a member of the Society of Trust and Estate
Practitioners, a member of the Singapore Institute of Directors. Elizabeth sits on the judging panel for the
Financial Times/PWM Global Private Banking Awards and the WealthBriefing Awards and is an Ambassador
for WealthiHer and Ladies Finance Club.

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 director and head of Americas at the Royal Bank of Canada Wealth Management International in London, and before that head of private wealth management at Kleinwort Benson. A stockbroker by training, Martin has over 30 years’ experience in advising clients and working in partnership with clients’ other professional advisors. He is also a Registered Investment Advisor with the Securities Exchange Commission (SEC) and sits on the expert panel for the Society of Trust and Estate Practitioners (STEP).

Michael Hunwick
Director - Investment & Wealth Management
Deloitte

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.

Eva Jasiecka
Growth, Innovation & Strategic Foresight Expert
PlantInn

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 bank in the world to offer crypto products to clients, Falcon Private Bank, where he served as the COO and Interim CEO of the London operation until leaving to establish Greengage.
Prior to that he held management positions at Clariden Leu, a division of Credit Suisse, and Zurich Financial Services. Mr Kiernan has an MBA from the University of St. Gallen and a BSc from Georgetown University.

Anne Liebgott
Founder
AW✚UNITED KINGDOM
Anne is Founder of the online platform AW❖UNITED KINGDOM at americanswelcome.uk. AWUK introduces UK wealth managers registered with the Securities and Exchange Commission in the United States and dedicated to providing UK-based wealth management services to US, Canadian, and Latin American citizens, residents, and expats. The platform also offers other wealth management-related services. In addition, Anne is the founder of award-winning AW✚SWITZERLAND at americanswelcome.swiss and AW●ASIA PACIFIC | MIDDLE EAST at americanswelcome.asia. She also provides US-oriented, digital, and traditional marketing, communication, and business development strategies through her agency, Americom.

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.

Antoine Megarbane
Director of Business Development
Taranis
Antoine is Head of Business developement of Taranis, a swiss asset management firm. He spent 14 years at UBP in London. He started his career there in 2007 in Hedge Fund advisory and moved to Private Banking in 2010. Antoine developped a strong network amongst family offices, HNWI and EAM.
He holds a Master in Finance and Econometrics from University Paris Pantheon Assas (Paris II)

Mark Miles
Partner
Aon
Mark is a Partner in Aon’s Human Capital practice, leading the management and development of key clients in
Financial Services sector across UK and EMEA.
Leveraging insight from Aon’s unrivalled proprietary data sets, key topics cover Workforce Analytics, RM/Adviser
Productivity gains, Total Rewards Strategy, Skills Based Organisations and Human Capital M&A.
He has over twenty five years’ experience in the Financial Services industry, focused on the Banking and Wealth
Management sectors, both as a consultant and in senior banking leadership roles.
Mark holds a Masters (MEng) from St John's College, Cambridge University

Nawaz Mucadam
Chief Revenue Officer
Zugo

Glenn Murphy
Managing Director, Wealth Services
State Street
He is an active member of the Chartered Institute of Securities & Investments and CFA UK. Glenn holds a Bachelor of Science degree, having studied Applied Physics and Computer Science. He is Investment Management certified (IMC) and qualified in Investment Operations (IOC). Glenn was also previously a non-executive director for a number of UCITS funds.
Glenn regularly attends and speaks at industry events, panels and has written over 30 articles on the areas of innovation in wealth & investment management. Outside of industry Glenn is a qualified executive coach, a member of Mensa, Chair and Trustee to two charities, and also has his own charitable foundation focused on supporting new charity start-ups and directed philanthropy.

Robert Paul
Chief Commercial Officer
W1M
Robert is the Chief Commercial Officer at W1M, responsible for leading the firm’s client facing teams. He works closely with the heads of the different business units to ensure that their clients are receiving the very highest quality service, whilst constantly looking to improve the breadth and reach of what W1M offers.
Robert started with the firm in the US Family office at London & Capital where he was widely regarded as one of the leading experts in advising US-connected families, individuals and trusts. After being instrumental in building the US Family Office into a market leading service he then became Head of Private Clients at London & Capital. After the merger of London & Capital and Waverton Investment Management, Robert became Co-Head of the Private Client Group at the combined W1M business, with Rupert Elwes, before moving on to take on the Chief Commercial Officer role.
Robert has played a key role in developing and strengthening the firm’s client offerings across W1M. Between 2016 and 2025, he was named ‘Top Recommended’ for international clients in the Ultra High Net Worth Wealth Manager section of the Spear’s 500 index. He has also featured numerous times in PAM’s ‘Top 40 under 40’ and recognised as a ‘future leader’ by Citywealth.
Robert lives in Hampshire with his wife, three children and an array of disobedient animals.

Becky Robbins
Chief Operating Officer
Lincoln Private Investment Office

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.

Philippe Steffen
Consultant
Various
Philippe has over 30 years of leadership experience in the Banking and Financial Services’ industry and has held a variety of senior management roles in companies in Switzerland and abroad, having previously served as Country Manager, Sales and Marketing Manager, Chief Operating Officer, Chief financial Officer and Relationship Manager. His most recent role was Managing Director at Reyl Intesa Sanpaolo, based in Geneva. Philippe was in charge of the operations within the Asset Services business line and more specifically for the Fund Representation Solutions department. This service enables foreign fund managers to raise assets in Switzerland in full compliance with the local regulations.
He has thus acquired a wide range of experience that allows him to have a 360° vision of all business lines of an international banking group.
Both Swiss and Italian, Philippe is completely comfortable operating in multicultural and multilingual environments and holds a Master’s degree in Business Administration and a Marketing Manager diploma.

Billy Stephenson
Chief Executive
Stephenson Executive Search
Billy is a headhunter and the Chief Executive of Stephenson Executive Search (SES), a multi-award-winning executive search firm focusing on appointments in the financial services and legal sectors.
Billy focuses on C suite and senior appointments in the private banking, wealth management and family office sectors and works across management, investment, distribution and operational functions. He operates at board level and his clients include FTSE 100, FTSE 250, AIM listed and private companies. Billy is a former investment advisor, he is a Chartered Fellow of Chartered Institute of Securities and Investments, a Freeman of the City of London and serves on the board of a charity.
In 2021, SES was awarded Best Wealth Management Executive Search firm at the WealthBriefing Awards, Boutique Recruitment Specialist of the Year in the Innovation and Excellence awards and the company is part of the Race Fairness Commitment.

Richard Thomas
Global Head of Private Clients
Moneycorp
Richard Thomas is the Global Head of Private Clients at Moneycorp.
Prior to joining Moneycorp, Richard was CEO of EFG Private Bank Ltd, London, EFG International’s wholly owned subsidiary in the United Kingdom. Richard Thomas worked at Barclays UK, where he last held the role of Chief Operating Officer, Savings, Wealth and Investments. He joined Barclays in 2008 and served as Chief Operating Officer UK Private Bank from 2015 to 2017 and Business Head London Region and Specialist Proposition UK from 2012 to 2015. Before that, he was a Managing Director and Team Leader UK. Prior to his career at Barclays, he held senior posts in the UK’s Ministry of Defence and held the rank of Captain in the Royal Navy.
Richard Thomas is a British citizen and was born in 1967. He holds a Sloan Fellowship MSc in Business Strategy and Leadership from London Business School as well as a MA in Defence Studies from King’s College London. He was awarded the MBE by Her Majesty the Queen in 2000 for his service abroad.

Mike Toole
Owner Director
Elterwater Consulting Ltd
Mike is advisor to families, venture capital houses, start-up and growth business (as Board Adviser/NED). He is an investor, Co-Founder and formerly group chief operating officer of wealth manager and multi-family office Artorius. Mike was the architect behind the model that delivers a multi-jurisdictional client-centric wealth-planning proposition. Mike was previously a partner at accountancy firms RSM and Baker Tilly. Prior to this he has years’ experience in financial services and banking with KPMG, Santander and UK mutual societies. He also helped found a Saudi family office and managed a substantial private equity portfolio.

Kateryna Viy
Founding Partner
Meta Octav Group

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 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.

Ian Woodhouse
Board Advisor and Partner
Various
Ian is an experienced plural board and executive advisor to wealth managers ,technology providers and is part time Strategy Advisor to Multrees Investor Services. Through an innovative partnership approach, he helps craft market responsive strategies, navigate client, operational, technology and partner changes to optimise success.
He is recognised as a trusted advisor, having supported a range of firms as an independent advisor and as executive of major technology and business consulting brands. These include EY,IBM, PwC and Orbium ,a core banking software platform integrator, sold to Accenture in 2019, where he then held a European wealth industry business and technology transformation advisor role across key markets and clients until late 2023, when he became an independent plural board advisor.
About our Sponsors
Sponsoring Partner
Founded in 1920 and as relevant today as ever, The British-Swiss Chamber of Commerce
(BSCC) is an independent, not-for-profit organisation supporting over 600 members across
Switzerland, Liechtenstein and the UK.
Balancing tradition with a forward-looking approach, the Chamber connects businesses in
the UK and Switzerland, offering a dynamic platform for dialogue, networking, and direct
access to key decision makers, influencers and government stakeholders.
We have a presence in eight regions – Basel, Berne, Geneva, Greater Zurich Area,
Lausanne, Liechtenstein, Ticino, and the UK – ensuring local engagement and fostering
close connections between the British and Swiss business communities. In Geneva, our events
reflect the city’s international profile, covering banking, wealth management, technology and
diplomacy, with regular business lunches, breakfasts and dinners.
Whilst we represent businesses from all sectors, our special focus includes life sciences,
finance, technology, talent and consumer goods. Finance remains a particular strength –
highlighted by our record-breaking event on Practical Applications of AI in Finance at Google
this year, which attracted a diverse, international audience. From expert-led discussions to
sector-specific networking, our programming reflects the evolving interests of our members.
Visit bscc.co.uk/events to explore our current programme – open to both members and
non-members.
Whether you're a multinational or a growing start-up, BSCC membership supports businesses
of all sizes. Learn more at bscc.co.uk/become-a-member and join a vibrant, cross-sectoral
network that empowers your business growth.
Category Sponsors
Basis Point Channel: The New Financial Intelligence Standard
Basis Point Channel is a rapidly growing Swiss media ecosystem dedicated to decoding the world of finance with unparalleled clarity, depth, and a crucial touch of irreverence.
Born in Geneva and engineered for a demanding global audience of CIOs, top-tier Wealth Managers, Private Bankers, Founders, and HNWIs, the channel has quickly established itself as the exclusive space where industry leaders speak with absolute candor, and where complex topics are made accessible, without ever being simplified.
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The industry is overflowing with expertise, but the most valuable insights remain locked behind jargon, internal memos, or closed-door conferences. Basis Point changes that. We engineer conversations that are practical, brutally honest, and focused on the future, with questions that cut straight to the core of the issue. No fluff, no posturing, just smart people explaining what they really think, in a space designed to cut through corporate jargon.
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.
Charity Partner
Previous Winners
EUROPEAN WEALTH MANAGEMENT CATEGORIES
Overall European Private Bank
ABN AMRO Wealth Management
Domestic Clients Team
Nykredit Private Banking
HNW Team
REYL Intesa Sanpaolo
UHNW Team
Indosuez Wealth Management
Private Bank – Client Service
Nykredit Private Banking
Private Bank – Client Initiative
QNB Bank Turkey – Private Banking
Private Bank – Talent Management
Nykredit Private Banking
Private Bank – Private Equity Offering
Indosuez Wealth Management
Private Bank – Private Equity Offering – Highly Commended
ABN AMRO Wealth Management
Wealth Management Business – Benelux Region
BNP Paribas Fortis
Wealth Management Business – Nordic Region
Union Bancaire Privée, UBP SA
Wealth Management Business – Central or Eastern European Region
BNP Paribas Wealth Management (BNP Paribas Bank Polska S.A.)
Wealth Management Business – The Principality of Monaco
Union Bancaire Privée, UBP SA
Wealth Management Business – Switzerland
REYL Intesa Sanpaolo
UNITED KINGDOM PRIVATE BANKING CATEGORIES
Overall UK Private Bank
Arbuthnot Latham
Domestic Clients Team
EFG Private Bank Ltd
Private Bank – International Clients Team
Union Bancaire Privée, UBP SA
UHNW Team
RBC Wealth Management
Wealth Planning Team
Julius Baer International Ltd
Private Bank Charity Team
Barclays Private Bank
Private Bank – Client Service
Arbuthnot Latham
Private Bank – Investment Management Platform
Union Bancaire Privée, UBP SA
Private Bank – Talent Management & Diversity
Standard Chartered Global Private Bank
Private Bank – Best Credit Provider
Brown Shipley, a Quintet Private Bank
Private Bank – Customer Facing Digital Capabilities (Banking)
Coutts
INVESTMENT MANAGEMENT CATEGORIES
Specialist Investment Manager with Assets Under Management up to £2 Billion
Artorius
Specialist Investment Manager with Assets Under Management Between £2 – £5 Billion
EFG Harris Allday
Specialist Investment Manager with Assets Under Management Over £5 Billion
Julius Baer International Ltd
Investment Consultancy
ARC
Private Investment Office
Lincoln Private Investment Office
Multi-Family Office up to £1 Billion Assets Under Management
Hundle
Multi-Family Office Between £1 – £3 Billion Assets Under Management
Artorius
Multi-Family Office Over £3 Billion Assets Under Management
Stonehage Fleming
Alternative Investment Manager (Bank/Institutional)
Union Bancaire Privée, UBP SA
Alternative Investment Manager (Independent)
Noble Capital Management (NCM) SA
External Asset Management Platform & Offering
Syz Bank
Platform Provider
Multrees Investor Services
Structured Product Provider
Evooq
Most Innovative Thematic Proposition
VAR Capital Ltd
Discretionary Fund Management (DFM) Offering
Bordier UK
Digital Assets Solution/Fund Manager
Syz Capital
Insurance Product or Service Provider
Argenta Private Capital Limited
Alternative Investment Product Provider
Argenta Private Capital Limited
PRIVATE CLIENT CATEGORIES
Private Client Law Firm
Taylor Wessing
Offshore Law Firm
Ogier
Family Law Legal Team
Broadfield
Pensions Advisor of the Year
Humboldt Financial
Tax Team
EY
Accountancy Team
Saffery
Independent Trust or Fiduciary Team
Accuro
Institutional Trust or Fiduciary Team
RBC Wealth Management
Management Consultancy
Deloitte
Wealth Planning
Stonehage Fleming
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (VENDORS)
Overall Front Office Solution Provider
Avaloq
Transaction Processing Solution
Azqore
Portfolio Management
ERI
Client Communications
SS&C Technologies
Client Reporting
InvestSuite
Compliance
Laserfiche
CRM System
Wealth Dynamix
Client Lifecycle Management Solution
InvestCloud
Data Provider
Preqin
Client Accounting
Landytech
Suitability Product
NICE Actimize
Risk Management
WIZE by TeamWork
On-Boarding
Atfinity AG
Innovative Client Solution B2B
LSEG D&A
Innovative Client Solution B2C
aixigo AG
Change Management Process/Best Implementation of a Technology Solution
Deloitte
Innovative WealthTech Solution B2B
Addepar
Innovative WealthTech Solution B2C
additiv
Innovative use of Artificial Intelligence
Communify Fincentric
Best Technology Outsourcing Solution
Lombard Odier
Robo-Advisory Solution
Prometeia
Client Investment Application
Etops
Chief Executive Officer (CEO)
Canoe Intelligence – Jason Eiswerth
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (IN-HOUSE)
Innovative Client Solution
LendInvest Capital
Change Management Process/Best Implementation of a Technology Solution
Canoe Intelligence
SPECIALIST WEALTH MANAGEMENT CATEGORIES
Marketing or PR Campaign
Descartes Finance AG
Use of Social Media
Hundle
Diversity and Inclusion in Wealth Management (Company)
Deloitte
Wealth Management Executive Search Firm (Europe)
Stephenson Executive Search
International Finance Centre
Jersey Finance
Global Custodian to a Private Client Business
Multrees Investor Services
Philanthropy Offering/Initiative of the Year
Ludlow Trust
Wealth Management Charity Team
Waverton Investment Management
Most Promising New Entrant
Firenze
Most Innovative Wealth Management Model
WIZE by TeamWork
M&A Advisor
EY
Excellence in Servicing North American Clients
LGT Wealth Management US
ESG
Indosuez Wealth Management
Consolidated Reporting
Rawlinson & Hunter LLP
Private Travel
Duncan Aviation
Corporate Services
SFM Corporate Services
LEADERSHIP AND INDIVIDUAL CATEGORIES
Leading Individual (Banker)
EFG Private Bank Ltd – Nick Atkinson
Leading Individual (Advisor)
Druces LLP – Robert Macro
Outstanding Contribution to Wealth Management Thought Leadership (Company)
EY
Women in Wealth Management (Individual Contribution)
Syz Bank – Valérie Noël
Women in Wealth Management (Company Contribution)
Deloitte
Chief Executive Officer (CEO)
Oak Group – Kim Sgarlata
Chief Investment Officer (CIO)
EFG International – Mozamil Afzal
Rising Star Under 30
LendInvest Capital – Sam Woodward
Rising Star Under 40
Lloyds Bank International – Matt Juniper
Lifetime Achievement
Druces LLP – Roy Campbell











