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

Nominations closed
Winners announced on
3rd December, 2025

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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) This has now been extended until 9th October 2025

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

Dominic Coyne

Director - Funds

Fairway Group

Thomas Cummins

Head of Wealth Management for the Channel Islands

Union Bancaire Privée (UK) Limited, Jersey Branch

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

Anne Liebgott

Founder

AW✚UNITED KINGDOM

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

Bruce Weatherill

Chairman

ClearView Financial Media

John Wood

Managing Director

FCM Limited

Ian Woodhouse

Board Advisor and Partner

Various

About our Sponsors

Headline Sponsor

Category Sponsors

Winners

Private Banking Categories (Overall)

Overall Private Bank
Investec Bank (Channel Islands)

Pure Play Private Bank
Julius Baer  

Private Bank Employer of the Year
Standard Chartered 

Innovative use of Technology
UBS Global Wealth Management, UK and Channel Islands

 

Private Banking Categories (Team Based)

Private Bank Wealth Planning Team
Nedbank Private Wealth

Private Bank Credit Provider Team
Julius Baer  

Private Bank HNW Team
Nedbank Private Wealth

Private Bank Family Office Service Team
Julius Baer  

Private Bank Corporate Social Responsibility Initiative
Standard Chartered 

 

Trust Categories

Best Overall Trust Company
RBC Wealth Management

Overall Trust Company with AuA over £5 Billion
HSBC Trustee Limited

Independent Trust Company with AuA Between £2 – £5 Billion
Cavenwell Group

Independent Trust Company with AuA over £5 Billion
Accuro

Boutique or Specialist Service
Advisory Services (Guernsey) Ltd

Trust Company Technology Platform
Cavenwell Group

Trust Company Fund Administration Service
HIGHVERN

Trust Company Family Office Services
Belasko

 

Private Client And Fiduciary Service Categories

Legal Advice
Dickinson Gleeson

Family Office Services
Stonehage Fleming

Family Office Governance
Equiom

Succession Planning Advisory
Equiom

 

Investment Management Categories

Overall Investment Manager with AuM up to £2 Billion
Oakglen Wealth

Overall Investment Manager with AuM between £2 – £5 Billion
Rathbones Investment Management International

Overall Investment Manager with AuM over £5 Billion
Barclays Private Bank

Multi Family Office
JTC Private Office

International Wealth Planning
Concentric Group

Newcomer
Oakglen Wealth

Insurance Product or Service/Platform
Concentric Group

Digital Assets Advisory
Crypto Legal

 

Marketing and PR Category

Marketing and PR Campaign
Titan Wealth 

 

Technology Categories (Technology Solution Providers)

Overall Wealth Technology Provider
Avaloq

Front Office
EWG

Transaction Processing
Avaloq

Onboarding
EWG

KYC
EWG

Platform Provider
PlainSail

Client Lifecycle Management
Belasko

Portfolio Management
FundCount

Risk Management
Avaloq 

Client Reporting
Landytech

Client Accounting
Landytech

Client Communications
ProFundCom

AI Solution
Quantios

 

 

Leadership And Individual Categories

Chief Executive Officer (CEO)
Concentric Group – Gordon Bennie

Female Leadership
Crestbridge Family Office Services – Heather Tibbo

Investment Professional
Rathbones Investment Management International – Joe Peacock

Trust Professional
Fairway Group – Mark Andrews

Rising Star
Rathbones Investment Management International – Max Rogers

Thought Leadership
Titan Wealth

Awards Winners Supplement

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

The submission process for the Fourth WealthBriefing Channel Islands Awards 2025 is now unfortunately closed. For any questions, please contact jenna.maybery@clearviewpublishing.com