Awards

The Fourth WealthBriefing Channel Islands Awards 2025

Wednesday - 3rd December 2025

The Royal Yacht Hotel
The Royal Yacht Hotel, Weighbridge Pl, St Helier, Jersey JE2 3NF, Jersey

About Judges & Sponsors Finalists & Winners Categories & Registration

Overview

The nomination process for the WealthBriefing Channel Islands Awards 2025 is now open, culminating in a celebratory evening at The Royal Yacht Hotel, Jersey on the 3rd December 2025. A preview of what to expect can be seen here.

WealthBriefing the global subscriber-based newswire – has been exclusively reporting on the family office and wealth management sector for over 20 years. Over the last few years we have organised the annual standout awards programme celebrating the achievements of our wealth management, private client and family office communities within The Channel Islands.

Categories

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

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. Standout 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. 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 –  Now

Submission Deadline – 25th September 2025 (Midnight)

Winners Notified of Their Success – From October 2025

Public Announcement & Gala Ceremony – 3rd December 2025

Venue

The Royal Yacht Hotel

Address: The Royal Yacht Hotel, Weighbridge Pl, St Helier, Jersey JE2 3NF, Jersey

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 Channel Islands?

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 rachel.fokes@clearviewpublishing.com

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.

Further judges will be announced in due course.

Trusted Advisors

Henry Baye

CEO

Standard Chartered Private Banking

Steve Dyson

Director

Investment & Wealth Management Consultants

James Fleming

Consultant

Various

Wendy Inns

Director - Private Wealth

VG Trust & Corporate Services Limited

Sean Kiernan

CEO and Founder

Greengage

Michelle Le Hérissier

Consultant

Various

Edward Loader

Founder and Managing Director

Integritas Wealth Partners

Elizabeth Shaw

Trust Director

Affinity Private Wealth

Andy Smith

Head of the Jersey branch & Head of Trust and Corporate Banking

Investec

Heather Tibbo

Chief Executive Officer

Crestbridge Fiduciary

Bruce Weatherill

Chairman

ClearView Financial Media

John Wood

Managing Director

FCM Limited

Ian Woodhouse

Board Advisor and Partner

Various

Victoria Yates

Partner

Collas Crill

About our Sponsors

Category Sponsors

Supporting Association

Previous Winners

PRIVATE BANKING CATEGORIES (OVERALL)

Overall Private Bank

SG Kleinwort Hambros

Pure Play Private Bank

Julius Baer

Private Bank Employer of the Year

Standard Chartered Jersey

Innovative Use of Technology or Customer Facing Platform

Lloyds Bank International

 

PRIVATE BANKING CATEGORIES (TEAM BASED)

Private Bank Credit Provider Team

Julius Baer

Private Bank Investment Platform or Solution

Julius Baer

Private Bank Corporate Social Responsibility Team

Standard Chartered Jersey

 

TRUST CATEGORIES

Overall Trust Company with AuA over £5 Billion

HSBC Trustee Limited

Independent Trust Company with AuA up to £2 Billion

Fort

Independent Trust Company with AuA between £2 – £5 Billion

Crestbridge Family Office Services

Independent Trust Company with AuA over £5 Billion

Oak Group

Trust Company Fund Administration Service

HIGHVERN

Trust Company ESG Programme

Accuro

Trust Company Employer of the Year

JTC

Trust Company Family Office Services

Stonehage Fleming

 

OVERALL TRUST CATEGORY

Best Overall Trust Company

RBC Wealth Management

 

PRIVATE CLIENT AND FIDUCIARY SERVICE CATEGORIES

Accountancy/Accounting Services

BDO Jersey Limited

Family Office Governance

Itriom Limited

Succession Planning Advisory Service

Ocorian

Next-Gen Initiative

Spring Investment Management

 

INVESTMENT MANAGEMENT CATEGORIES

Overall Investment Manager with AuM between £2 – £5 Billion

Rathbones Investment Management International

Overall Investment Manager with AuM over £5 Billion

Barclays Private Bank

Wealth Planning

Spring Investment Management

Innovative Digital Asset Investment Platform

The Summit

 

TECHNOLOGY CATEGORIES (TECHNOLOGY SOLUTION PROVIDERS)

Overall WealthTech Provider

PlainSail

Front Office

SS&C Technologies

Compliance

Quantios

Onboarding

Vega Technology

Platform Provider

The Summit

Client Lifecycle Management

Belasko

Portfolio Management

FundCount

Client Reporting

Landytech

Client Communications

ClientWindow

AI Solution

BDO Jersey Limited

Management Solution (Technology)

The Summit

Innovative Client Solution

Quantios

 

LEADERSHIP AND INDIVIDUAL CATEGORIES

Chief Executive Officer (CEO)

Rathbones Investment Management International – Jonathan Giles

Female Leadership

Network Insurance & Financial Planning Limited – Rebecca Goater

Leading Wealth Manager/Investment Professional

Rathbones Investment Management International – Joel Graves

Thought Leadership

Itriom Limited

Lifetime Achievement

Fort – Jos Ensink

 

 

 

 

 

 

Categories

Below are the steps of our 2025 awards process.

1. Register here for the WealthBriefing Channel Islands Awards 2025.

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

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

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

4. Send the nomination form(s) to becky.newman@clearviewpublishing.com  and sukaina.laziz@clearviewpublishing.com (Submission deadline is 25th September 2025).

5. Winners and commended firms and individuals will be notified in November 2025 and will be offered marketing packages and tickets for the cocktail gala on the 3rd December 2025.

6. Winners will be announced at the ceremony on the 3rd December 2025 and in WealthBriefing Channel Islands editorial, website and social media channels on the 4th December 2025. Whilst the judging process is completely independent of the commercial arrangements between the participants and the organisers, it is expected that winners will have a financial obligation to work with the organisers to promote their award(s). This obligation is separate from attendance at an awards ceremony if one is held.