Overview

A warm welcome to the Inaugural WealthBriefing Channel Islands Awards 2022, the latest addition to the WealthBriefing global awards programme. Independently judged by teams of experts, these new awards will be bestowed on the brightest and best amongst the Channel Islands’ world-renowned wealth management professionals – both teams and individuals. With the backing of the WealthBriefing pedigree for independence and genuine insight, winning a WealthBriefing Channel Islands award gives exposure not only locally but in all the major wealth management jurisdictions in which WealthBriefing operates.

Categories

For those new to the awards, the categories are focused around three main areas:

• Experts (individuals and teams)

• Products

• Services for wealth managers and clients/ institutions of all sizes and types

Judging

There are two judging panels for the awards.

This is to ensure that at all times commercially sensitive information is kept confidential and to avoid conflicts of interest.

  • Panel of trusted advisors who will be responsible for judging the family office, private banking and investment categories.
  • Panel of family office and banking professionals judge the trusted advisor and technology categories.

We very much hope you take part and look forward to seeing you at the 2022 Awards Ceremony which this year will be held in Jersey.

Contact

For further information on sponsorship opportunities please contact Head of Business Development: andrew.deane@clearviewpublishing.com

For more details about the awards process and submission please contact Event Director: rachel.fokes@clearviewpublishing.com

 

Key Dates

Nominations open – 25 April 2022

Submission deadline – 9 September 2022 (Midnight)

Winners Notified of Their Success – 2nd October 2022

PUBLIC ANNOUNCEMENT & GALA CEREMONY – 8 December 2022

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

Andy Smith

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

Investec

As team head of the Trust & Corporate team in Jersey, Andy has overall responsibility for the banking relationships to Investecs regulated Trust & Corporate clients in Jersey. Andy has […]

Ian Woodhouse

Lead Wealth Management Business Model Transformation and Thought Leader for Europe

Accenture

Ian Woodhouse is Lead Wealth Management Business Model Transformation and Thought Leader for Europe at Accenture. He helps our clients to evolve their future business models to deliver growth and business value […]

Michael Betley

Managing Director

Ocorian

Having practiced as a private client lawyer in London and Guernsey advising wealthy families and institutions on wealth preservation, succession planning and structuring Michael set up Trust Corporation in 2003 […]

Michael Giraud

Head of Fiduciary Services

Standard Bank Group

Michael specialises in the establishment and administration of complex and bespoke offshore fiduciary structures for ultra high net worth international families, with a specific focus on those connected to Africa […]

Nick Cawley

Global Head - Private Clients

Ocorian

Nick leads Ocorian’s UK and Ireland region and the global Private Client services team. He is chairman of several of Ocorian’s regulated entities. In 2016, Nick oversaw the successful completion […]

Peter Niven

Independent Non Executive Director

Various

Peter has over 40 years’ experience in the financial services industry in the UK and internationally. After retirement as a senior Executive of the Lloyds banking Group in 2004, he […]

Phil McIlwraith 

Chief Executive Officer

Kleinwort Hambros

Phil McIlwraith is the CEO for Kleinwort Hambros Bank (CI) Ltd. Phil joined the Kleinwort Hambros Group in 1990. He has held senior management roles in various areas, including Treasury, […]

Robert Monticelli

Senior Director - Private Client Services

JTC

Robert is a Senior Director within JTC’s Private Client Services division and is responsible for a team that manages a diverse portfolio of high net worth international clients. He has […]

Steve Dyson

Director

Investment & Wealth Management Consultants

Steve is a founding director of Investment & Wealth Management Consultants. He has over 30 years experience in the financial services industry and has held senior positions in the wealth […]

Steven Bowen

Managing Director Jersey & Head of Channel Islands

ZEDRA

Based in Jersey, Steven is the Managing Director of ZEDRA Jersey office and also has overall responsibility for ZEDRA Channel Islands business. Steven has worked in the banking and fiduciary […]

Toby Birch

Senior Investment Manager

Gower Financial Services

Toby is a Chartered Wealth Manager and Fellow of the Chartered Institute for Securities and Investments. He has been an investment manager since 1992 (over 25 years) and runs the […]

Zoe Cousens

Vice President , Global Funds

Northern Trust

Having started her career as one of the first women to work in the London Stock Exchange, Zoë has 30+ years experience in wealth management, as well as several years […]


Private Bankers

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 […]

James Fleming

Vice Chairman

VAR Capital

James is an experienced C-Suite Executive and a leader of businesses focused on Private Wealth Management and broader financial services. Following the sale of Sandaire at the end of 2020, […]

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 […]

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 […]


Categories

The submission process for the Inaugural WealthBriefing Channel Islands Awards 2022 is now unfortunately closed. For any questions, please contact Events Director: rachel.fokes@clearviewpublishing.com

Awards Winners Supplement


About our Sponsors

Headline Sponsor


Category Sponsors


Venue

Grand Jersey Hotel & Spa

Address: Esplanade, St Helier, JE2 3QA, Jersey

Winners

Private Banking Categories (Overall)

Overall Private Bank
Investec Bank (Channel Islands) Limited

Pure Play Private Bank
Julius Baer

Private Bank Employer of the Year
Kleinwort Hambros 

 

Private Banking Categories (Team Based)

Private Bank Wealth Planning Team
Julius Baer

Private Bank Credit Provider Team
Kleinwort Hambros 

Private Bank Estate Planning Team
Emirates NBD Trust Company (Jersey) Limited

Private Bank ESG/Impact Investing Team
Standard Chartered

Private Bank Family Office Services Team
Emirates NBD Trust Company (Jersey) Limited

 

Trust Categories

Overall Trust Company
RBC Wealth Management

Trust Company with an International HQ (Outside CI)
IQ-EQ

Independent Trust Company
Accuro Trust (Jersey) Ltd

Institutional Trust Company
Standard Bank 

Trust Company Fund Administration Service
HIGHVERN

Trust Company ESG Programme
JTC

Trust Company Employer of The Year
JTC

Trust Company Family Office Services
Stonehage Fleming

 

Private Client And Fiduciary Service Categories

Investor Services
IQ-EQ

Legal Team
Collas Crill

Family Office Governance
Ocorian

 

Investment Management Categories

Overall Investment Manager
Barclays Private Bank

Fund Manager
Odey Wealth Management

Specialist Categories

Management/Regulatory Consultancy (Non-Tech)
Sabre Advisory Limited

 

WealthTech Categories (Technology Solution Providers)

Overall Wealthtech Provider
InvestCloud

Front Office
SS&C Advent

Onboarding
TrustQuay

KYC
Verify by Tiller

Portfolio Management
SS&C Advent

Client Reporting
Landytech

Client Communications
ProFundCom

Innovative Client Solution
TrustQuay

 

Leadership And Individual Categories

Chief Executive Officer (CEO)
Andy Finch – Canaccord Genuity Wealth Management

Female Leadership
Heather Tibbo – Crestbridge Family Office Services

Leading Wealth Manager/Investment Professional
Tim Childe – Quilter Cheviot Investment Management

Leading Trust Professional
Steve Gully – Alex Picot Trust Company Ltd

Thought Leadership
Standard Bank 

Lifetime Achievement
Mark Chasey – Oak Group

 


Frequently Asked Questions

Q) Do I/my firm need to be a subscriber to WealthBriefing?

A) No, this program is open to all relevant firms.

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 package should you be successful. This includes the option of tickets to attend the gala event.

Q) Is the process open to firms that are not active within the Channel Islands region?

A) The judges will only consider submissions from firms that are 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 and the 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 collect your details and only share submissions with the judges’ team responsible for judging those particular categories. We ensure that there is no conflict of interest with the judges’ team before sharing entrants’ details. All our judges have signed a Non-Disclosure Agreement.

Q) My submission is likely to be longer than the 1000-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.