Overview

INTRODUCTION

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.

 

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 PROCESS

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.

 

SPONSORSHIP

For further information on categories and sponsorship opportunities please see here.

 

CONTACT

For more details about the awards process please contact rachel.fokes@clearviewpublishing.com

Key Dates

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

Judges

Trusted Advisors

Arabella Murphy

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 […]

Ausaf Abbas

Ausaf Abbas

Managing Director

Coombe Advisors

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 […]

Cara Williams

Senior Partner

Mercer

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 […]

Christine Mar Ciriani

CEO of InvestCloud EMEA

InvestCloud

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 […]

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 […]

Keith MacDonald

Senior Advisor Wealth Management

EY

Keith is Senior Adviser Wealth Management for EY, helping to develop their brand and business, having led EY’s Wealth Management and Private Banking business for over 10 years. He is […]

Panos Archondakis

Senior Director for Banking and Wealth Management

EPAM

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 […]

Paul Ayres

Paul Ayres

Partner

BDO

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 […]

Philippe Bongrand

CEO

FNZ

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 […]

Pierre Dupont

Managing Partner

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 […]

Robert Macro 

Head of Private Client

Druces

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 […]

Rosalyn Breedy

Managing Director

Breedy Henderson

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 […]

Sebastian Dovey

Founder

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 […]

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 […]


Private Bankers Panel

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 […]

Emma Wheeler

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 […]

Eric Barnett

Eric Barnett

Director

EFG Bank UK

Eric Barnett is an independent non-executive director of EFG Bank UK Limited, having previously been chief executive officer of Kleinwort Hambros, the UK private bank formed from the old SG […]

Etienne D'Arenberg

Partner

Bank Mirabaud

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 […]

Gillian Austin-King

Global Head of Cyber Programmes

HSBC Bank

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 […]

Glenn Murphy

Director

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 […]

Iain Tait

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 […]

Jacqui Brabazon

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 […]

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, […]

Liz Bottomley

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 […]

Mark Hussein

MARK HUSSEIN CEO, HSBC Life (UK) and Head of UK Insurance

HSBC Bank

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, […]

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 […]

Matthew Spencer

Head of Business Development and Marketing

Close Brothers Asset Management

Matthew is a highly effective leader of business development teams with unique experience of managing external and internal growth strategies across brands nationally and internationally. He is managing director, head […]

Penny Lovell

Penny Lovell

CEO Private Investment Office

Sanlam

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 […]

Peter Flavel

Chief Executive

Coutts

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: […]

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 […]

Tom Burroughes

Group Editor

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 Slocock

Managing Director - Head of International Product Development and Origination

iCapital Network

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 […]


Technology Panel

Adam Sorrin

Head of Data Management, Wealth

Natwest Group

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 […]

Matthew Drummond-Smith

Associate Director and Head of Operations

JM Finn

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 […]

Mike Toole

Advisor

Various

Mike is currently advisor to venture capital houses and families. He is an investor, Co-Founder and formerly group chief operating officer of Artorius, a wealth manager that has shown strong […]

Wendy Spires

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 […]

William Trout

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 […]

Categories

The submission process for The Ninth Annual WealthBriefing European Awards 2021  is now unfortunately closed. For any questions, please contact rachel.fokes@clearviewpublishing.com    

Winner Videos

Awards Winners Supplement


Finalists

UNITED KINGDOM PRIVATE BANKING CATEGORIES

HSBC 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 CATEGORIES

BNP 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 CATEGORIES

Bordier 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 CATEGORIES

 Strabens 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 CATEGORIES

Morningstar 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 CATEGORIES

BNP Paribas EY Somers Partnership Julius Baer Standard Chartered Crestbridge Oak Group Indosuez Wealth Management   

About our Sponsors

Gold Sponsors


Category Sponsors


Venue

Charity


Here is a selection of some of our global charity partners that we supported through our previous awards programs.

Winners

UNITED KINGDOM PRIVATE BANKING CATEGORIES      

Overall UK Private Bank

HSBC Private Banking        

UK Domestic Clients Team

Barclays Bank          

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

Brown Shipley

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

Nykredit

European International Clients Team

Citi Private Bank

European HNW Team

REYL Group

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

Nykredit

European Private Bank Best Credit Provider

BNP Paribas

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

BNP Paribas

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

Bordier UK    

Specialist Investment Manager

Tribe Impact Capital - Winner

Julius Baer – Highly Commended

Investment Consultancy

Peritus Investment Consultancy

Private Investment Office

Capital Generation Partners

Multi Family Office

Stonehage Fleming

Fund Manager

Sanlam

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

Platform Provider

Wize by TeamWork

FX Solution Provider

Hamilton Court

 

PRIVATE CLIENT CATEGORIES          

Private Client Law Firm

Stephenson Harwood

Offshore Law Firm

Carey Olsen

Private Client Lawyer

Taylor Wessing

Family Law Legal Team

UFG Wealth Management

Pensions Advisor of the Year

Strabens Hall - Winner

RiverPeak Wealth – Highly Commended

Westminster Wealth Management – Highly Commended

Tax Team

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

JTC

Estate Planning

Taylor Wessing

Management Consultancy

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

InvestCloud  

Transaction Processing Solution

Avaloq

Portfolio Management

SS&C Advent

Client Communications

Novastone Media

Client Reporting

FundCount

Compliance

NICE Actimize

CRM System

InvestCloud

Client Lifecycle Management Solution

Fenergo - Winner

Sionic – Highly Commended

Data Provider

Morningstar

Client Accounting

Citco

Suitability Product

Oxford Risk

Risk Management

KlarityRisk

On-Boarding

Tiller Technologies

Innovative Client Solution

Bite Investments

Change Management Process/Best Implementation of a Technology Solution

Julius Baer

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)

BNP Paribas 

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

RBC Europe

Wealth Management Executive Search Firm (Europe)

Stephenson Executive Search

International Finance Centre

Qatar Financial Centre

Global Custodian to Private Client Businesses

Northern Trust

Philanthropy Offering/Initiative of the Year

ABN AMRO

Most Promising New Entrant

Bite Investments

Most Innovative Wealth Management Model

Tribe Impact Capital - Winner

City Wharf Private Wealth – Highly Commended

M&A Advisor

EY

ESG

Coutts

 

LEADERSHIP CATEGORIES

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)

Winner-BNP Paribas

EY

Women in Wealth Management (Individual Contribution)

Crestbridge - Heather Tibbo

Women in Wealth Management (Company Contribution)

Winner-Indosuez Wealth Management

Diversity in Wealth Management (Company)

Julius Baer

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