WealthBriefing is excited to announce the launch of its 2021 European Awards programme.
Now in its ninth year, and building on the long-standing success of its independent judging process, nominations for the WealthBriefing European Awards 2021 are now open.
Having reported on the wealth management industry for over 15 years and being responsible for many research reports specifically covering European wealth management market, WealthBriefing is well placed to oversee a process that fairly rewards achievement, top class performance and innovation.
Winning a WealthBriefing Award sets organisations and individuals apart from their peers and is a tangible demonstration that they have something special to offer.
For those new to the awards, the categories are focused around three main areas:
- Experts (individuals and teams)
- Services for wealth managers and clients/institutions of all sizes and types
Within our global awards programmes, independence, integrity and genuine insight are the watchwords. The judging process is always conducted by expert panels drawn from the wealth management industry.
Each judge signs an NDA to ensure that all the information that they see in submissions remains strictly confidential. The list of the judges for the current iteration will be available soon.
We very much look forward to you joining the process and to welcoming winners to celebrate their achievement on 20th May 2021 when the public announcement is made.
For further information on categories and sponsorship opportunities please see here.
For more details about the awards process please contact email@example.com
Key Dates for your diary
- Nominations - Closed
- Submission Deadline – Friday 29th January 2021 (midnight)
- Finalists and Winners Notified of Their Success - Monday 1st March 2021
- Public Announcement – Thursday 20th May 2021
Founder & Director
Propitious (London) Ltd
Arabella Murphy has nearly 25 years’ experience of helping wealthy individuals and families from around the world to plan for the future and resolve disharmony. As founder and director of […]
Arabella Murphy has nearly 25 years’ experience of helping wealthy individuals and families from around the world to plan for the future and resolve disharmony. As founder and director of Propitious (London) Ltd., she helps clients find clear and constructive solutions to their questions about succession, family business, risks and disputes.
Arabella qualified as a solicitor in 1996 with Allen & Overy LLP, becoming a partner in 2007. In 2009, she was a founding partner of Maurice Turnor Gardner LLP. As a solicitor, Arabella was consistently ranked in the top tiers of the major directories for her expertise in private wealth planning and dispute resolution. She is a member of STEP and has written or co-authored several books on private wealth topics.
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 […]
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.
Cara Williams, Senior Partner, is ESG Strategy Leader for Mercer. Located in London, Cara leads the program of work to articulate and amplify Mercer’s ESG value proposition and positioning, embed […]
Cara Williams, Senior Partner, is ESG Strategy Leader for Mercer. Located in London, Cara leads the program of work to articulate and amplify Mercer’s ESG value proposition and positioning, embed sustainability in the journey to a bright future, and drive highly-practical, relevant and value-added outcomes both internally and externally. Cara oversees the Mercer’s Private Wealth businesses in Canada and India, and also works with Mercer’s multinational clients to deliver the best of Mercer’s broad Wealth solutions to assure positive financial outcomes for organizations and their employees. Cara presents regularly on global ESG, sustainability, diversity and investment trends. With over 25 years of experience in the investment industry, Cara began at Mercer’s investment consulting business as Global COO in April 2005. Cara began her career in finance as a financial advisor with Merrill Lynch in New York. Prior to working in the investment industry, she was responsible for budgets and logistics for US Army and NATO MWR deployments. Cara is an active mentor for external programs and internal colleagues supporting and promoting women and people of color in their careers. She is member of the Board of Directors of The German School of London. Cara graduated from the University of Michigan, Ann Arbor with a BA, and from The University of Hartford with an MBA in Finance.
Christine Mar Ciriani
CEO of InvestCloud EMEA
Christine is the CEO of the Private Banking division of InvestCloud (previously Finantix) following a career of successfully building businesses in Europe and Asia. In addition she is on the […]
Christine is the CEO of the Private Banking division of InvestCloud (previously Finantix) following a career of successfully building businesses in Europe and Asia. In addition she is on the Board of Barclays Private Bank Switzerland and advisor to Fusion, a Swiss-based incubator. Previously, Christine was Senior Partner and CEO Switzerland at Capco, an international management consultancy, and part of the APAC Management Team, where she launched and led the global wealth and investment management practice and offices in Switzerland and Singapore. Christine started her career at J.P. Morgan where she worked for both the investment and private bank in New York, London, Geneva and Hong Kong. Christine holds an M.B.A. from the Walter A. Haas School of Business at the University of California, Berkeley and an Economics and Accounting degree from Claremont McKenna College.
Lead Wealth Management Business Model Transformation and Thought Leader for Europe
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 […]
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 in an era of client, digital and sustainability changes. Through working with colleagues and our ecosystem of leading software partners, he provides proven wealth management expertise , approaches ,tools and accelerators to deliver value faster at less risk. Ian is also industry networked, serving on the advisory boards of wealth industry publications and on industry award judging panels. Prior to Accenture ,Ian held leadership positions with other top tier business and technology firms ,PwC ,EY and IBM.
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 […]
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.
Vice President, Global Head of Banking and Wealth Management
Panos Archondakis is responsible for shaping and developing EPAM’s strategy for Banking and Wealth Management, tailoring EPAM services and solutions specifically for the industry while also working directly with clients […]
Panos Archondakis is responsible for shaping and developing EPAM’s strategy for Banking and Wealth Management, tailoring EPAM services and solutions specifically for the industry while also working directly with clients to customize business models, develop digital strategy and lead multi-disciplinary solution teams.
Panos has held a variety of technology consulting and leadership roles in Financial Services and since 2005 has served at leading Wealth Managers including Morgan Stanley, UBS and Deutsche Bank, in London, New York and Hong Kong.
He has a broad range of experience covering the entire client service lifecycle and core banking as well as leading the development of digital banking strategy and solutions. He is currently focused on driving innovation and developing digital banking offerings across the spectrum of challengers, neobanks and major global institutions.
Paul joined BDO in 2000 becoming a partner in 2006 and is now head of BDO’s national private client practice. Paul advises in respect of all private client related tax […]
Paul joined BDO in 2000 becoming a partner in 2006 and is now head of BDO’s national private client practice. Paul advises in respect of all private client related tax matters but with a particular specialism in advising clients on their residence and domicile positions. Recognised as one of the most influential individuals in the wealth management industry, Paul is also is a member of the Society of Trust and Estate Practitioners.
Philippe is the CEO of FNZ for Switzerland and Private Banking. FNZ is a global leading tech company offering IT & Operations outsourcing services to financial institutions allowing them to […]
Philippe is the CEO of FNZ for Switzerland and Private Banking. FNZ is a global leading tech company offering IT & Operations outsourcing services to financial institutions allowing them to leverage the scale of a 1.5 Trio AUM platform and be able to focus exclusively on their key differentiation activities. Prior to his current role, Philippe advised both wealthy individuals on leaving a legacy as well as Wealth Managers. He headed the Wealth & Asset Management practice of leading consulting firms where he advised global, regional or domestic leaders on all continents and in both offshore and/or onshore markets - seeking to improve their competitive position and economics. He also had operational roles in strategy, business development, sales management and digital, notably at UBS Weath Management.
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 […]
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, Fund Managers 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.
Head of Private Client
Robert Macro is head of Druces’ international wealth and fiduciary practice and also leads the firm’s Family office team. He has significant experience with UK and international tax planning, trust […]
Robert Macro is head of Druces’ international wealth and fiduciary practice and also leads the firm’s Family office team. He has significant experience with UK and international tax planning, trust matters, probates, tax disclosures and disputes for banks, high net worth individuals, trustees, international companies, UK collection societies and partnerships. Robert specialises in complex tax planning for international and domestic clients. He is highly recommended for his specialist knowledge in restructuring business assets and optimising investments into real estate and new technology worldwide. Over the past 16 years Robert has been involved in a number of notable matters successfully assisting clients caught up in the HSBC data theft in Switzerland and dealing with issues for fiduciaries drawn into litigation with a new government of a Middle Eastern state following the Arab Spring. He has also pioneered the successful use of various tax reliefs with claims for the remittance basis of taxation.
Rosalyn Breedy, is a Corporate, Funds and Financial Services lawyer and Managing Director of Breedy Henderson. She has 30 years of experience working in private practice, investment banking and at […]
Rosalyn Breedy, is a Corporate, Funds and Financial Services lawyer and Managing Director of Breedy Henderson. She has 30 years of experience working in private practice, investment banking and at a multi-family office. Rosalyn has a particular interest in financial regulation, and financial policy work alongside ESG, diversity and inclusion and she regularly writes and speaks on these matters.
Rosalyn is a non-executive director of Abdrn Smaller Companies Income Trust plc, Artorius Wealth Ltd, Lanware Ltd and Greengage Global Holding ltd. Chairman of the Milltrust International Advisory Council, sponsor of the Climate Impact Asia fund. Additionally, she is a member of the Chartered Institute of Securities and Investment Integrity and Ethics Committee, a member of the Advisory Council to Black Women in Asset Management and an Associate fellow Said Business School, Oxford University.
The Courageous Ideas Partnership
Sebastian Dovey is an entrepreneur, thought leader and board director in the fields of global wealth management, consumer insight, technology, scale-up companies and business management. Seb was the co-founder in […]
Sebastian Dovey is an entrepreneur, thought leader and board director in the fields of global wealth management, consumer insight, technology, scale-up companies and business management. Seb was the co-founder in 1998 of Scorpio Partnership, an award-winning global management consultancy and insight data business. This was acquired by Aon PLC in 2014. Seb is currently Chairman of F2 Strategy, and holds non-executive board roles at FiComm, Entrepreneurs Investment Office, and Angel Academe Nominee. He also holds advisory board seats at Moneyhub, Align 17 and Silver Lane. Separately, Seb is the Chairman of the Global Client Experience Innovation Committee for a major international bank and advises two sizeable financial families on their strategic growth for their investment offices.
Seb’s expertise spans 25 years of developing high-impact commercial strategies for private banks, global banks, asset managers, family offices, technology firms, service providers, aggregators and start-up initiatives. Seb is the 2018 winner of the Wealth Briefing Thought Leader of the Year award and he is Thought Leader-In-Residence for Fitch Learning worldwide. He is a regular commentator on the wealth management industry in the press and at conferences and academies, and has chaired and presented leading industry events in Asia, Europe and the United States. He has been a lecturer at The Swiss Finance Institute (formerly the Swiss Banking School) for its executive MBA programme. He serves as board member of the London School of Economics Generate initiative focused on entrepreneurship in the social sciences and is on the editorial board of WealthBriefing.
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 […]
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 management sector as operations director for Schroders Private Bank, and head of product development for State Street’s wealth manager services division. In addition, Steve 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 brings a unique insight into industry trends and challenges given his senior roles within wealth management, investment operations, outsourcing and consulting.
Private Bankers Panel
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 […]
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.
Director, Client Strategy Office
UBS Global Wealth Management
Emma Wheeler is a Director with responsibility for female client strategy at UBS Global Wealth Management. She is an experienced communications, marketing and business development strategist with a demonstrated history […]
Emma Wheeler is a Director with responsibility for female client strategy at UBS Global Wealth Management. She is an experienced communications, marketing and business development
strategist with a demonstrated history of working with global brands, particularly around change management within professional services businesses. At UBS she is responsible for the banks focus on women and their unique financial needs. Before joining UBS Global Wealth Management in early2018, Emma was head of content for a global private wealth law firm where she led the firms content strategy and approach to thought leadership.
She is a graduate of London University, with a degree in English and Classics, a mother of two children and has a passion for skiing, horse-riding, the Arts and culture.
Non Executive Director
Eric Barnett is an independent non-executive director, having previously been chief executive officer of Kleinwort Hambros, the UK private bank formed from the old SG Hambros and Kleinwort Benson businesses […]
Eric Barnett is an independent non-executive director, having previously been chief executive officer of Kleinwort Hambros, the UK private bank formed from the old SG Hambros and Kleinwort Benson businesses for 11 years 2007-2018. He has over 30 years’ experience in Wealth Management, with a particular focus on commercial and strategy, and has been behind a number of well-known acquisitions in the sector. He is also currently working with a challenger bank in the SME sector.
Etienne d’Arenberg, born 1967, is a Limited Partner at Mirabaud since 2011. He joined the group in 1999 and has developed a very significant portfolio of private clients, including large […]
Etienne d’Arenberg, born 1967, is a Limited Partner at Mirabaud since 2011. He joined the group in 1999 and has developed a very significant portfolio of private clients, including large families and entrepreneurs, who learnt to appreciate his strong investment convictions, his holistic approach to assessing their environment, and his very close attention to their needs.
In 2016, he took over the management of the UK market for the group and sits on the board of Mirabaud Europe Ltd, the European bank of the group. In 2019, in the context of Brexit, Etienne moved to the UK to follow more closely the development of the UK political, legal and tax environment.
Starting his career at the Compagnie Générale des Eaux, one of the world's largest utilities at the time, Etienne joined in 1995 Creditanstalt Investment Bank (CAIB) in Vienna as a Managing Director focusing on CEE countries and in charge of the group wide asset management and of the private equity departments.
Etienne d’Arenberg sits on or chairs several charity boards, most notably linked to music, in Switzerland, Europe and United Kingdom and sits on the board of his own family's Family Office. He holds a MSc (Mgt) from Boston University and graduated from the Hotel Management School of Lausanne. He speaks fluently French, English, German and Italian and has a fair knowledge of Spanish and Dutch.
Global Head of Cyber Programmes
Gillian is a chartered accountant, a chartered banker and a member of the CISI with MBAs in both banking and finance, and degrees in economics and law. Gillian started off […]
Gillian is a chartered accountant, a chartered banker and a member of the CISI with MBAs in both banking and finance, and degrees in economics and law. Gillian started off in audit with Price Waterhouse before moving into industry post-qualification. She spent several years working for various financial institutions as well as working for a number years as a senior management consultant, before moving to a role as head of change at a small private bank. Gillian is currently heading up the cyber security programme for global payments at HSBC.
Advise Advance Accelerate Ltd
Glenn provides independent COO advisory services to wealth management companies and international private equity houses looking to invest in the UK wealth management sector. Glenn is an experienced financial services […]
Glenn provides independent COO advisory services to wealth management companies and international private equity houses looking to invest in the UK wealth management sector. Glenn is an experienced financial services and technology executive, with over 25 years of leadership experience in a wide variety of positions, having previously served as Chief Operating Officer for Stonehage Fleming and other lead roles for Schroders, Cazenove Capital, London & Capital and Rathbones. More recently Glenn was COO at Multrees, an outsourced regulated services provider.
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 and also has his own charitable foundation focused on supporting new charity start-ups and directed philanthropy.
Partner & Head of the Private Investment Office
London & Capital
Iain joined London & Capital in in 2006 and became a Partner in 2008. He heads the firm’s Private Investment Office, which he founded in 2012. The Private Investment Office provides […]
Iain joined London & Capital in in 2006 and became a Partner in 2008. He heads the firm’s Private Investment Office, which he founded in 2012. The Private Investment Office provides wealth management services for some of the firm’s largest clients, both UK based and international.
Before London & Capital, Iain ran his own wealth management business, in association with Zurich Financial Services, where he built a large HNW client base. Prior to that, he was a Partner at Freeman, Farmer and Anderson Company at only 27.
Iain was named Private Client Asset Manager of the Year by Magic Circle Awards in 2021 and as Top Recommended in UNHW Wealth Managers 2022.
Iain is also a trustee for the Daniel Freedman Foundation.
Chief Marketing Officer (Retired)
Jacqui Brabazon is a retired financial services professional with over 35-years of experience covering Marketing, HR, Talent, Philanthropy and Client Management including 20 years in global and regional roles. Most […]
Jacqui Brabazon is a retired financial services professional with over 35-years of experience covering Marketing, HR, Talent, Philanthropy and Client Management including 20 years in global and regional roles.
Most recently Jacqui was Chief Marketing Officer of the International Private Bank at J.P. Morgan prior to which she ran the Private Bank’s Asia Marketing function. Before J.P. Morgan, Jacqui spent 14 years at Standard Chartered Private Bank (formerly American Express Private Bank) where she held a variety of positions that combined the Global CMO role with the Head of Talent Enhancement, Philanthropy and Alternative Distribution and Key Client Management.
Previous experience also includes 11 years at Kleinwort Benson in various roles including running a Private Bank Client Management unit, Marketing, Business Development and HR.
Jacqui holds a BSoc Sci from Birmingham University and a Post Graduate Diploma in Personnel Management.
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 […]
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.
General Manager - BOS Wealth Management UK Branch
Bank of Singapore
Liz Bottomley was appointed General Manager of BOS Wealth Management Europe’s (BOSWME) UK Branch in January 2019, having joined the London branch of OCBC Banking November 2018. As the General […]
Liz Bottomley was appointed General Manager of BOS Wealth Management Europe's (BOSWME) UK Branch in January 2019, having joined the London branch of OCBC Banking November 2018. As the General Manager of the UK Branch, she is responsible forgrowing the business for BOSWME in the UK, targeting internationally focused clients who
are UK resident. BOSWME is an asset management business, headquartered in Lux, and is a wholly owned subsidiary of BOS.
Liz has been advising private clients for over 25 years in Europe and Asia. Liz was previously the Head of Private Banking at Arbuthnot Latham, a boutique private bank in London
where the private banking business grew substantially under her tenor. She created a team to focus on international clients, particularly those living in Europe and Singapore
and Hong Kong in terms of Asian focus. Previously she had a successful and varied career with Coutts & Co covering private, commercial and international private banking and asset management. This culminated in her leading the Asia/Africa Team in London targeting high net worth clients living in those areas.
Liz is married to John and they have 3 children.
MARK HUSSEIN CEO, HSBC Life (UK) and Head of UK Insurance
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, […]
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.
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 […]
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).
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 […]
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.
CEO Private Investment Office
Penny has more than 20 years experience advising private clients, families and charities and joined Sanlam to develop their high net worth and family office offering in September 2017. Prior […]
Penny has more than 20 years experience advising private clients, families and charities and joined Sanlam to develop their high net worth and family office offering in September 2017. Prior to this she held various executive roles in wealth management. At Close Brothers she was head of private client and responsible for marketing and distribution across the various business channels. Before that she was managing director at Rothschild. Penny was also head of business development and marketing at Fleming Family & Partners where she also covered philanthropy and financial education. Penny also sits on the boards of Pennies, The Digital Charity Box, Prism the Gift Fund and the development board for Park Theatre.
Peter joined Coutts as Chief Executive in March 2016 and, under his leadership, the iconic private bank has undergone a significant transformation across all of the Bank’s key performance targets: […]
Peter joined Coutts as Chief Executive in March 2016 and, under his leadership, the iconic private bank has undergone a significant transformation across all of the Bank’s key performance targets: Return on Equity has grown from 4% to over 16% in less than 4 years and his focus on simplification has seen a 20% improvement in the cost to income ratio of the 327 year old business. In addition, Peter’s passion for innovation across banking, lending and wealth management and raising the bar on service standards has led to a market-leading net promoter score from Coutts’ clients. He has revived Coutts’ branding and image to be more warm and modern, whilst taking pride in its history, encouraging clients to recognise that Coutts is ‘more than a bank’.
Peter has over 30 years of experience in financial services across Asia, Europe, the Americas, the Middle East and Africa. Prior to joining Coutts, Peter was the CEO of J.P. Morgan Private Wealth Management in Asia Pacific based in Singapore. Peter also spent nine years with Standard Chartered in Asia and founded their global Private Bank in 2006.
Peter is vice Chair of Trustees of the Duke of Edinburgh Commonwealth Study Conference and a member of the Philanthropy Advisory Committee of the Royal Albert Hall.
Peter was born in Australia and has degrees in Law and Economics from the University of Adelaide and initially practised law as a barrister and solicitor. He has also attended the advanced management programmes at Harvard Business School, University of Oxford and Singularity University.
CEO and Founder
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 […]
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.
ClearView Financial Media
Tom Burroughes is group editor of ClearView Financial Media, publisher of WealthBriefing, WealthBriefingAsia and Family Wealth Report. Tom has worked at ClearView since 2008, reporting on news stories, interviewing industry […]
Tom Burroughes is group editor of ClearView Financial Media, publisher of WealthBriefing, WealthBriefingAsia and Family Wealth Report. Tom has worked at ClearView since 2008, reporting on news stories, interviewing industry leaders, writing features and comment pieces, and has spoken at conferences in London, Guernsey and Vienna, among other locations. He has discussed the industry’s issues on Reuters television and the BBC. Previously, Tom was wealth management editor of The Business, the weekly UK magazine run by the Telegraph Group, from 2007 to 2008. Before that, he was a correspondent in various roles at Reuters, the global newswire. Between 1994 and 2000, he was a reporter for Market News International, a New York-headquartered newswire.
Managing Director - Head of International Product Development and Origination
Tom is a Managing Director and Head of International Product and Origination at iCapital Network, responsible for the development and expansion of the firm’s product offering in markets outside the […]
Tom is a Managing Director and Head of International Product and Origination at iCapital Network, responsible for the development and expansion of the firm’s product offering in markets outside the United States. Tom has almost 30 years of experience within wealth management working with clients and managing teams, businesses, and global product classes. Prior to joining the firm, Tom spent 11 years at Deutsche Bank Wealth Management, most recently as head of the Global Funds Group, overseeing the sourcing, research, structuring, marketing, and servicing of both traditional and alternative fund offerings across all client franchises. Previously, Tom was CEO of Deutsche Bank’s UK wealth management business. Before joining Deutsche Bank, Tom spent a decade at Credit Suisse, where his last role was as the London Head of International Private Banking. He started his career in wealth management at Goldman Sachs in London. Tom holds a BA/MA degree in Zoology from Oxford University and completed the Senior Executive Programme at London Business School.
Head of Data Management, Wealth
Adam’s 25 years’ experience in Wealth Management includes holding roles across fulfilment, front office, risk, change and technology. With a desire to make things better, Adam has significant knowledge of […]
Adam's 25 years’ experience in Wealth Management includes holding roles across fulfilment, front office, risk, change and technology.
With a desire to make things better, Adam has significant knowledge of the people and process needs of the enterprise-scale, technology-driven, transformation agenda.
Adam has a particular interest in optimising the data landscape supporting customer lifecycle management - ultimately driving efficiency, mitigating risk, demonstrating regulatory compliance, powering class-leading colleague and customer experiences.
Currently, Adam leads data engineering, change and governance functions for the NatWest Wealth businesses.
Adam lives with his wife in north-east London, is a keen cook, maintains an amateur radio licence and enjoys learning new concepts.
Associate Director and Head of Operations
Matthew joined JM Finn in March 2022 as a Business Manager in our Investment Management Team. Prior to joining JM Finn, Matthew spent 16 years with Bordier UK, where he […]
Matthew joined JM Finn in March 2022 as a Business Manager in our Investment Management Team. Prior to joining JM Finn, Matthew spent 16 years with Bordier UK, where he was an Associate Director with responsibility for the company’s operations, including dealing and CASS. Matthew is a Chartered Member of the CISI, has a degree in Classics from the University of Bristol and holds both the Investment Operations Certificate (IOC) and the Investment Management Certificate (IMC).
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 […]
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.
Head of Research
ClearView Financial Media
Wendy has been a wealth management journalist, researcher and consultant for a decade, covering a huge range of international markets and sub-sectors over that time. Known as a technology and […]
Wendy has been a wealth management journalist, researcher and consultant for a decade, covering a huge range of international markets and sub-sectors over that time. Known as a technology and communications specialist, she has written an array of in-depth reports on issues affecting private banks and wealth managers, ranging from compliance and innovation trends through to client experience, branding and marketing strategies. As well as speaking at conferences in both the UK and abroad, Wendy also regularly consults for wealth and asset managers, including carrying out research projects among end H/UHNW clients for both internal and external purposes.
Director of Wealth Management
Javelin Strategy & Research
William Trout is a thought leader on North American technology strategy and innovation in the wealth and asset management industries. He has particular expertise on platform automation; portfolio management and […]
William Trout is a thought leader on North American technology strategy and innovation in the wealth and asset management industries. He has particular expertise on platform automation; portfolio management and optimization tools; data capture, storage and analytics; and robotic process automation and AI. Within the wealth management arena, his interests include financial planning, investment advisory, retail brokerage, and trust. An authority on digital advice delivery, William has been widely quoted in publications such as Bloomberg, CNBC, Financial Times, New York Times, and The Wall Street Journal. He is also a frequent speaker at industry conferences and client gatherings. Currently, William is director of wealth management at Javelin Strategy & Research. Prior to Javelin, William led the wealth management practice at Celent, the research and advisory arm of Oliver Wyman. Previously, he was head of product and segment development for affluent and high net worth customers within BBVA USA, as well as a member of the BBVA Group’s global Private Banking management team. William holds an AB from Harvard College.
CategoriesThe submission process for The Ninth Annual WealthBriefing European Awards 2021 is now unfortunately closed. For any questions, please contact firstname.lastname@example.org
UNITED KINGDOM PRIVATE BANKING CATEGORIESHSBC Private Banking in four categories Citi Private Bank Standard Chartered Private Bank Barclays Private Bank in two categories Deutsche Bank VAR Capital Close Brothers Asset Management Julius Baer Kleinwort Hambros in two categories Waverton Investment Management Brown Shipley
EUROPEAN WEALTH MANAGEMENT CATEGORIESBNP Paribas in four categories Quintet Private Bank Union Bancaire Privée (UBP) in three categories Société Générale Private Banking Nykredit in two categories REYL Group Citi Private Bank in two categories Barclays Private Bank in two categories Barclays Bank (Suisse) SA Société Générale Private Banking in four categories Indosuez Wealth Management in three categories Family Office Private Banking (VTB)
INVESTMENT MANAGEMENT CATEGORIESBordier UK Lombard International Assurance Westminster Wealth Management in two categories Tribe Impact Capital Julius Baer in two categories Capital Generation Partners Lincoln Private Investment Office Sanlam in two categories Stonehage Fleming JTC Artorius VAR Capital Greystone Wealth Management SYZ Capital Capital Generation Partners Union Bancaire Privée (UBP) Gresham House Bite Investments WIZE by TeamWork Peritus Investment Consultancy
PRIVATE CLIENT CATEGORIESStrabens Hall in two categories Westminster Wealth Management in two categories RiverPeak Wealth Taylor Wessing Handelsbanken UFG Wealth Management Accuro Saffery Champness JTC RBC Wealth Management Northern Trust EY Sionic Alpha FMC Lombard International Assurance Sanlam Druces Carey Olsen
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (VENDORS)InvestCloud in three categories WIZE by TeamWork in two categories Avaloq in three categories Dorsum INATIGO Expersoft Systems in three categories ERI Banking Software in two categories SS&C Advent NICE Actimize KlarityRisk in two categories TechRules in two categories AM One AG Fenergo in two categories Sionic Hamilton Court Morningstar in two categories iSPIRAL CitCo Fundcount Oxford Risk Tiller Technologies BITE Investments Overstone KlarityRisk Julius Baer Moonfare in two categories Novastone Media Additiv AG Delio RecordSure City Wharf Private Wealth Overstone Art KA Watson Consultancy Ltd
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (IN-HOUSE)BNP Paribas Société Générale Indosuez Wealth Management in two categories
SPECIAL WEALTH MANAGEMENT CATEGORIESMorningstar Handelsbanken Phoenix Financial PR Qatar Financial Centre Guernsey Finance Northern Trust Tribe Impact Capital Syzygy Investment Advisory Block Asset Management City Wharf Private Wealth Coutts Stephenson Executive Search
LEADERSHIP CATEGORIESBNP Paribas EY Somers Partnership Julius Baer Standard Chartered Crestbridge Oak Group Indosuez Wealth Management
About our Sponsors
InvestCloud is a global company specialising in digital platforms that enable the development of financial solutions, pre-integrated into the Cloud. The company offers on-demand client experiences and intuitive operations solutions using an ever-expanding library of modular apps, resulting in powerful products. Headquartered in Los Angeles, InvestCloud has over 20 global offices including New York, London, Geneva, Singapore and Sydney, supporting trillions in assets across hundreds of diverse clients – from the largest banks in the world to wealth managers, asset managers and asset services companies.
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.
We are an education charity supporting pupils from disadvantaged backgrounds to achieve a meaningful level of academic attainment, helping them to progress to further education, employment or training.
Cure Alzheimer's Fund was established in 2004 to fund targeted research with the highest probability of slowing, stopping or reversing Alzheimer's disease through venture based philanthropy. All organizational expenses are paid for by the Founders and Board, allowing all other contributions to be applied directly to Alzheimer's Disease research. Our foundational research is focused on identifying all the genes and gene mutations that are linked to Alzheimer's Disease.
Our values are deeply ingrained in the School. When they opened the school’s doors in 1968, our founding trustees envisioned a new and progressive institution, embedded within the real-world environment of a working hospital. They called for the levels of passion, inquiry, dedication, knowledge, leadership, and innovation for which the School is renowned.
Today, we train nearly 2,000 students and postdoctoral fellows each year, with several thousand faculty members in numerous clinical and basic science departments, multidisciplinary institutes and centers. Our NIH funding is among the highest nationwide. We have built inspirational leadership, a comprehensive infrastructure, strategic affiliates, and a solid support system, as we train health care leaders for the 21st century amid the vibrant and diverse city of New York.
Nerve Tumours UK provides support and information, as well as campaigns and raises awareness on behalf of over 26,500 people in the UK who have Neurofibromatosis (NF1 and NF2) and Schwannomatosis. We’re here to improve lives for people with nerve tumours, by making sure those affected have access to the help they require.
Here is a selection of some of our global charity partners that we supported through our previous awards programs.
UNITED KINGDOM PRIVATE BANKING CATEGORIES
Overall UK Private Bank
HSBC Private Banking
UK Domestic Clients Team
UK International Clients Team
Standard Chartered Private Bank
UK HNW Team
Handelsbanken Wealth & Asset Management
UK UHNW Team
Deutsche Bank - Winner
VAR Capital - Highly Commended
UK Wealth Planning Team
Close Brothers Asset Management
UK Charity Team
Waverton Investment Management
UK Private Bank - Client Service
HSBC Private Banking
UK Private Bank - Investment Management Platform
Citi Private Bank
Private Bank - Talent Management & Diversity
Kleinwort Hambros - Winner
HSBC Private Banking – Highly Commended
UK Private Bank - Best Credit Provider
UK Private Bank Customer Facing Digital Capabilities (Investments)
Close Brothers Asset Management
EUROPEAN WEALTH MANAGEMENT CATEGORIES
Overall European Private Bank
BNP Paribas - Winner
Quintet Private Bank – Highly Commended
European Domestic Clients Team
European International Clients Team
Citi Private Bank
European HNW Team
European UHNW Team
Citi Private Bank
European Private Bank - Client Service
Indosuez Wealth Management
European Private Bank - Investment Management Platform
Citi Private Bank
European Private Bank Talent Management
European Private Bank Best Credit Provider
European Wealth Planning Team
Société Générale Private Banking
Wealth Management Business - Benelux
Société Générale Private Banking
Wealth Management Business - The Nordic Region
Union Bancaire Privée (UBP)
Wealth Management Business - The Iberian Region
Wealth Management Business - Central or Eastern Europe Region
Family Office Private Banking VTB
Wealth Management Business - The Principality of Monaco
Indosuez Wealth Management
INVESTMENT MANAGEMENT CATEGORIES
Specialist Wealth Manager
Specialist Investment Manager
Tribe Impact Capital - Winner
Julius Baer – Highly Commended
Peritus Investment Consultancy
Private Investment Office
Capital Generation Partners
Multi Family Office
Investment Product Provider
Block Asset Management
Alternative Investment Manager
Syz Capital - Winner
Bite Investments – Highly Commended
External Asset Management Platform & Offering
Julius Baer - Winner
Wize by TeamWork – Highly Commended
Wize by TeamWork
FX Solution Provider
PRIVATE CLIENT CATEGORIES
Private Client Law Firm
Offshore Law Firm
Private Client Lawyer
Family Law Legal Team
UFG Wealth Management
Pensions Advisor of the Year
Strabens Hall - Winner
RiverPeak Wealth – Highly Commended
Westminster Wealth Management – Highly Commended
Taylor Wessing - Winner
UFG Wealth Management – Highly Commended
Handelsbanken Wealth & Asset Management – Highly Commended
Independent Trust or Fiduciary Company
Accuro - Winner
Saffery Champness – Highly Commended
Institutional Trust or Fiduciary Company
EY - Winner
Sionic – Highly Commended
Private Client Wealth Planning
Lombard International Assurance - Winner
Sanlam – Highly Commended
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (TECH VENDORS ONLY)
Front Office Solution
Transaction Processing Solution
Client Lifecycle Management Solution
Fenergo - Winner
Sionic – Highly Commended
Innovative Client Solution
Change Management Process/Best Implementation of a Technology Solution
Innovative Wealthtech Solution
Additiv AG - Winner
Innovative Use of Artificial Intelligence
RecordSure - Winner
Avaloq – Highly Commended
Overstone Art – Highly Commended
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (IN-HOUSE)
Innovative Client Solution (In-house)
Change Management Process/Best Implementation of a Technology Solution (In-house)
Indosuez Wealth Management
Innovative Use of Artificial Intelligence (In-house)
Indosuez Wealth Management
SPECIALIST WEALTH MANAGEMENT CATEGORIES
Marketing or PR Campaign
Morningstar - Winner
Handelsbanken Wealth & Asset Management – Highly Commended
Corporate Social Responsibility/Diversity
Wealth Management Executive Search Firm (Europe)
Stephenson Executive Search
International Finance Centre
Qatar Financial Centre
Global Custodian to Private Client Businesses
Philanthropy Offering/Initiative of the Year
Most Promising New Entrant
Most Innovative Wealth Management Model
Tribe Impact Capital - Winner
City Wharf Private Wealth – Highly Commended
Leading Individual (Banker)
Kleinwort Hambros - Rebecca Constable
Leading Individual (Advisor)
Sionic - Gilly Green
Saffery Champness - Lisa Vizia – Highly Commended
Taylor Wessing - Michael Yates - Highly Commended
Outstanding Contribution to Wealth Management Thought Leadership (Individual)
Somers Partnership - Mark Somers
Outstanding Contribution to Wealth Management Thought Leadership (Company)
Women in Wealth Management (Individual Contribution)
Crestbridge - Heather Tibbo
Women in Wealth Management (Company Contribution)
Winner-Indosuez Wealth Management
Diversity in Wealth Management (Company)
Chief Executive Officer
Kleinwort Hambros - Mouhammed Choukeir
Chief Investment Officer
Brown Shipley - Toby Vaughan
Chief Operating Officer
Oak Group - Graham McCormack
Rising Star Under 30
Barclays Private Bank - Olivia Lewis
Rising Star Under 40
Strabens Hall - Nick Toubkin