
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
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
UCC alumnus Henry Baye began his banking career as an International Graduate with Standard Chartered. Over the course of a storied 25-year career in the sector he has held leadership positions in Barclays Bank Ghana and Merchant Bank Ghana, gathering insights across a broad range of sectors. Henry’s areas of experience include distribution, wealth management and personal lending. His early work with Standard Chartered focused on delivering a wide range of initiatives for Ghana and the West Africa region, including leading transformation projects and the launch of Standard Chartered’s first ever digital bank in Cote D’Ivoire.
Henry was appointed Chief Executive Officer of Standard Chartered Bank in Jersey in August 2019. Since his appointment he has helped to steer the bank through the COVID-19 crisis while remaining ever vigilant of the threat of financial and cybercrime.

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.

Wendy Inns
Director - Private Wealth
VG Trust & Corporate Services Limited
Wendy is a Private Wealth Director at VG Trust & Corporate Services Limited and has enjoyed a 25+ year career in the private wealth arena based in Jersey, Channel Islands. Wendy is passionate about building lasting and trusted partnerships with families and entrepreneurs globally whilst ensuring that client’s needs are met with the optimum efficiency.

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.

Michelle Le Hérissier
Consultant
Various
Michelle has had extensive experience in the last thirty years dealing with different markets and cultures in a number of jurisdictions globally which helps her to build solid, strong relationships with clients, intermediaries and her team. Her leadership skills were tested far beyond anything she could ever have imagined in September 2017 when the British Virgin Islands were hit by Hurricanes Irma and Maria. This required strong leadership to motivate and support the team, all of whom reacted to the disaster in different ways, to provide uninterrupted client service and manage a disparate team in different parts of the globe until the local office was up and running again. Business Continuity Planning is now one of Michelle’s specialties. Michelle is passionate about providing clients with a personalized level of service going back to the old values of trust management that she learned from her father as a Trustee, whilst at the same time understanding and balancing the needs of the business and managing risk.

Edward Loader
Founder and Managing Director
Integritas Wealth Partners
Edward is founder and Managing Director of Integritas Wealth Partners. Edward graduated from the University of Exeter with BSC (Hons) in Mathematics. He is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI) and a member of the Society of Trust and Estate Practitioners (STEP). Edward holds a variety of professional qualifications including the CISI Masters in Wealth Management and the STEP Diploma in International Trust Management.
Edward has over ten years of Wealth Management experience, working with private clients and intermediaries in developing investment and holistic wealth solutions. Before establishing Integritas Wealth Partners, Edward’s most recent role had been as a Director in the investments department of Royal Bank of Canada (RBC) Wealth Management, moving to Jersey in 2013 from RBC’s London office.

Elizabeth Shaw
Trust Director
Affinity Private Wealth
Elizabeth Shaw is a Trust Director at Affinity Private Wealth where she manages key client relationships and leads sustainable initiatives within the fiduciary business.
Elizabeth’s focus is on understanding clients’ requirements and aspirations and providing advice founded on trust and clear communication, ensuring their assets are preserved and enhanced across generations. She also embodies Affinity's values of aligning interests with clients and maintaining a commitment to sustainability.
Elizabeth began her career in Scotland, gaining extensive experience as a private client lawyer both onshore and offshore. With an LLB Bachelor of Laws (with options in Accountancy) degree, STEP qualification as a Trust and Estate Practitioner, and initial investment exams under her belt, Elizabeth’s technical training is extremely well rounded. She is renowned among intermediaries for her technical expertise and her ability to explain complex issues clearly to private clients.
Having a keen interest in developing and recognising talent, Elizabeth thrives on mentoring and coaching her team. She taught the Private Client course on the Scottish Diploma in Legal Practice before relocating to Jersey and is delighted to have the opportunity to support and recognise local Jersey businesses and individuals.

Andy Smith
Head of the Jersey branch & Head of Trust and Corporate Banking
Investec
Andy is the Head of Investec Bank in Jersey and has overall responsibility for the banking relationships to Investec’s Financial Intermediary clients in Jersey. Andy has 39 years banking experience, the last 24 years offshore, 18 years of which has been providing banking and debt solutions to regulated companies in Jersey. Andy started his career at RBS group and joined Investec in September 2014.

Heather Tibbo
Chief Executive Officer
Crestbridge Fiduciary
As Chief Executive Officer of Crestbridge Family Office Services, Heather leads the business’ strategy, culture and values and manages a number of key client relationships.
Based in Jersey, and with over 25 years in the UHNW sector, Heather is one of the industry’s most recognised and experienced professionals. One of the founders of Crestbridge Family Office Services in 2013, she has played a central role in transforming it into a successful and diverse venture working with clients in multiple international jurisdictions, while also helping establish Crestbridge Fiduciary in the US.
A trained lawyer, Heather has dedicated her career to working with UHNWIs, their families and institutions to provide a comprehensive range of family office services to families and corporate clients . She also has extensive experience in the management of client and intermediary relationships.
Heather is a regular recipient of industry accolades, earning a place on ePrivateclient’s “Top 50 Most Influential List” for the last five years and was the winner of the “CEO” category in the 2024 WealthBriefing European Awards. She also received the “Female Leadership” award in the 2022’s Channel Islands WealthBriefing Awards. She is also listed in the 2024 and 2023 Private Client Global Elite Directory.

Bruce Weatherill
Chairman
ClearView Financial Media
Bruce is a chartered accountant with over 40 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 Ten Lifestyle Group Plc as well as a non-executive of a number of companies including , The Wisdom Council and ComPeer.

John Wood
Managing Director
FCM Limited
As managing director of FCM, a regulated trust & corporate service provider, John ensures that the team at FCM provide service excellence to both private wealth and corporate services clients across the globe. As a Chartered Accountant he has more than 35 years’ experience in the finance industry across pure finance, M&A projects, operations and compliance. He joined FCM in 2017 and quickly realised that he was managing a talented and professional team in the UHNW space who were adept at looking after their clients incredibly well with a focus on delivering personal service, something he has always been a firm believer in.
John is responsible for ensuring that FCM runs as effectively and efficiently as practicable while also looking after the strategic direction of the business through business development, acquisitions and new business streams.

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.

Victoria Yates
Partner
Collas Crill
Victoria has significant expertise advising on the establishment, administration, financing, disposal and termination of a wide range of Jersey trust and corporate structures. She has particular expertise in commercial trusts and real estate investment vehicles, including JPUTs, having acted for several sovereign wealth funds, pension funds and private equity firms on their indirect investment in UK commercial real estate utilising Jersey entities.
Victoria begun her legal career with Crill Canavan in 1998 and qualified as a Jersey lawyer with the firm in 2001. She then joined Ogier where she became a partner in 2013 before establishing her own law firm in 2014.
She graduated from Exeter University in 1998 with a first class degree in Law, qualified as a Jersey solicitor in 2001 and was sworn in as an advocate of the Royal Court of Jersey in 2005.
Victoria was a Committee member of the Jersey Association of Trust Companies for a number of years and is a full member of STEP.
About our Sponsors
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.
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
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.