Overview
Now in its ninth year, WealthBriefing has now launched the Annual WealthBriefing MENA Awards for Excellence 2022.
Entry Submission and Categories
For the 2022 Awards, the categories are again focused around these important areas:
- Regional Banking Excellence Categories
- Country-based Banking Excellence Categories
- Investment Management Categories
- Family Office Categories
- Technology Categories
- Private Client Categories
- Special Categories
- Individual Awards
This year we have refreshed the choice of categories for you to enter. In addition to above we have introduced the following:
- New section of categories covering external asset managers
- New section of categories for the trust sector
- Regionally-based IFC category
Judging Panels
The panels of judges are drawn from both private banks and trusted advisors to the sector. As in previous years independence, integrity and genuine insight are crucial to the judging process.
Winning an Award
Winning a WealthBriefing Award sets organisations and individuals apart from their peers. The award is a tangible demonstration that the winners have something special to offer, rewarding achievement and showcasing top class performance and innovation.
If your firm is successful, there is a wide range of ways in which this achievement can be promoted, ranging from logos, editorial and website entries, social media postings, professional videos and entry into the Annual Winners Acclaim magazine. Some of this marketing collateral can be seen on the 2021 Awards website.
Gala Dinner
WealthBriefing’s gala dinner is an opportunity for our winners to celebrate their success with their colleagues and peers. The ceremony is highly regarded and attendance is seen as a must for all those lucky enough to have produced a winning entry. A preview of what to expect on the evening can be seen here and this year it shall be held at the prestigious Address, Dubai Mall on the 23rd November 2022.
We very much hope you take part and look forward to welcoming you at the 2022 awards ceremony to celebrate your achievements.
Sponsorship Opportunities
For further information on sponsorship opportunities please contact andrew.deane@clearviewpublishing.com
Further Information
For more information about the awards and submission process please contact rachel.fokes@clearviewpublishing.com
Key Dates
Nominations open – 16th May 2022
Submission deadline – 25th August 2022 (Midnight)
Winners Notified of Their Success -from the 14th September 2022
PUBLIC ANNOUNCEMENT & GALA CEREMONY – 23rd November 2022 (From 6.30pm)
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.
Private Bankers
Daniel Williams
Managing Partner
Sigma Private Office
Daniel is the Managing Partner of Sigma Private Office, part of the Sigma Group. He has been advising HNW and UHNW individuals since 2006 and is an expert in Investment […]
Daniel is the Managing Partner of Sigma Private Office, part of the Sigma Group. He has been advising HNW and UHNW individuals since 2006 and is an expert in Investment Management Solutions for international clients. Starting his career in the City of London as a Stockbroker with a focus on US equities and Alternative Investments, he moved to the British Private Bank, Arbuthnot Latham in 2011, where he served as Director Investment Management as part of the Investment Committee until 2015 before moving to head up the bank’s Investment Management team in the Middle East, as Investment Director. In 2021 Daniel founded Sigma Private Office and continues to work with long standing clients in the region and abroad. Daniel enjoys various sporting activities and is a keen golfer. Given his experience Daniel regularly commentates in the press and on panels as a subject expert and holds various professional qualifications through the Chartered Institute for Securities & Investment (CISI).
Jacques-Antoine Lecointre
Chief Operating Officer
Santander Private Banking International
Jacques-Antoine Lecointre serves as the COO of Santander Private Banking International in the Middle East. He is based in Dubai from where he oversees the regional operations as well as […]
Jacques-Antoine Lecointre serves as the COO of Santander Private Banking International in the Middle East. He is based in Dubai from where he oversees the regional operations as well as the External Asset Managers platform. Before joining Santander, he had similar positions for BNP Paribas Wealth Management in the Region, for the Global South Asia and Middle East business of Bank of Singapore and for Barclays Wealth Management where he spent more than 10+ years across Europe and the Middle East. Jacques-Antoine brings over 20+ years of experience gained across multiple roles within the front, back and product office.
Mannan Adenwalla
Managing Director
LGT Bank (Middle East)
With more than 31 years’ banking experience in the UAE, Mannan Adenwalla assumed the role of managing director of private banking and asset management group, LGT (Middle East) in 2012. […]
With more than 31 years’ banking experience in the UAE, Mannan Adenwalla assumed the role of managing director of private banking and asset management group, LGT (Middle East) in 2012. Mannan had previously been managing director of Clariden Leu Asset Management, Dubai which he set up and then led for six years.
Before this he worked for ABN AMRO Bank, where he managed his clients and a team of relationship managers for nearly ten years. Having begun his career in the banking industry in 1984, Mannan’s responsibilities at LGT include developing the business across non-resident Indian and subcontinent markets.
Maurice Gravier
Chief Investment Officer
Emirates NBD
Maurice Gravier joined Emirates NBD in June 2018. He has 25 years of investment experience with international leaders of asset and wealth management. He worked with Natixis Asset Management from […]
Maurice Gravier joined Emirates NBD in June 2018. He has 25 years of investment experience with international leaders of asset and wealth management. He worked with Natixis Asset Management from 1998 to 2010, as a fund manager then CIO of the Active Equity franchise. He then joined Lombard Odier Private Bank in Geneva, Switzerland, to lead the equity portfolio management and strategy and join the bank’s investment committee. He then moved to Dubai in 2017, initially with a prominent family office, before joining Emirates NBD. The CIO Office oversees investment strategy and products for the Group’s Wealth Management units, and also includes the bank’s Asset Management subsidiary in the DIFC. Maurice earned a Master in Management in 1995 from ESCP Europe business school.
Patrick Crowley
Executive Director
Banque Richelieu GCC
Patrick is currently an executive director at Banque Richelieu GCC after joining fromDeutsche Bank Wealth Management Dubai. His previous position was senior vice president at DBS Private Banking Dubai. Patrick […]
Patrick is currently an executive director at Banque Richelieu GCC after joining fromDeutsche Bank Wealth Management Dubai. His previous position was senior vice president at DBS Private Banking Dubai. Patrick aims to exploit his reputation as a trusted advisor with entrepreneurial families to help drive the bank’s growth in the ultra-high net worth NRI private client segments, principally in the ME and Africa. Patrick’s 20-plus years’ experience in the sector began at Allied Irish Banks where he rose through the ranks to head up its deposit-taking unit in Jersey. His subsequently moved to BNP Paribas, then Bank of Nova Scotia before joining ABN AMRO Jersey where he rose to become head of private banking and later its country head. He moved to Dubai to join Lombard Odier in 2012.
Samira Zakour
Managing Director & Global Head of Private Banking & Key Client Group
FAB Private Banking
Samira has over 20 years of Wealth Management & Private Banking experience at senior level in MENA, Europe and Asia. Samira served as Head of Private Banking at National Bank […]
Samira has over 20 years of Wealth Management & Private Banking experience at senior level in MENA, Europe and Asia.
Samira served as Head of Private Banking at National Bank of Dubai and Head of Ultra High Net Worth at National Bank of Abu Dhabi, progressing to MD & Global Head of PB & KCG for First Abu Dhabi bank.
Throughout her tenor, she has remained focused on client propositions and solutions both regionally as well as internationally.
Samira remains instrumental in developing and growing wealth management across the GCC region. In 2019, she was
recognised in the industry as ‘Leading Woman in Wealth Management – MENA’ by WealthBriefing MENA Awards.
Sobhi Tabbara
Global Market Head Middle East, North Africa (MENA)
HSBC Private Bank
Sobhi Tabbara is the Global Market Head, heading the HSBC Private Bank Middle East & North Africa (MENA) team. Sobhi is a Member of the HSBC Middle East (HBME) Executive […]
Sobhi Tabbara is the Global Market Head, heading the HSBC Private Bank Middle East & North Africa (MENA) team. Sobhi is a Member of the HSBC Middle East (HBME) Executive Committee, the Global Private Banking (GPB) Executive
Committee and the HSBC Private Bank (Suisse) SA (PBRS) Executive Committee. He is also the Deputy CEO of HSBC Private Bank (Suisse) SA (PBRS).
Sobhi started his career in 1986 as a correspondent Banker in New York with Republic National Bank of New York covering the Middle East Institutional market. In 1994 Sobhi joined Republic National Bank of New York in Geneva to spearhead
the private Banking efforts of the bank in the Middle East. After the acquisition of RNB by HSBC in 2000, Sobhi was named Global Head of Saudi Arabia. In December 2010, he became the Head for MENA for HSBC Private Bank (Suisse) SA, being appointed as Global Market Head MENA in 2012.
Sobhi manages a team of approximately 110 people in different geographic locations (Geneva, London, Paris, Luxembourg, Beirut, Dubai, Bahrain, Hong Kong and Singapore) and travels extensively to the Middle East.
Sobhi is fluent in English, Arabic and French.
Stela Kote
Chief Executive Officer
Index & Cie
Stela comes from over 20 years of experience in the global financial markets and banking services in Western Europe and the Middle East. She is currently heading Index & Cie, […]
Stela comes from over 20 years of experience in the global financial markets and banking services in Western Europe and the Middle East. She is currently heading Index & Cie, a DFSA-regulated wealth manager, practitioner of the Value Investing philosophy applied to permanent capital of HNWIs. Her management style and ideas brought about a radical change and new drive to Index & Cie in ever-changing market conditions in the UAE and globally.
Prior to her current CEO position, Stela held multiple senior leadership roles for National Bank of Abu Dhabi, now First Abu Dhabi Bank, and acted as Chief Operating Officer for boutique wealth managers in Dubai. She began her career with Citigroup in 2002 in Milan, Italy, where she spent more than 10 years in the Global Transaction Services covering various operational and managerial positions.
Vipul Kapur
Managing Director, Head of Private Banking
Mashreq
As head of Mashreq Private, Vipul ensures that every client receives bespoke wealth management solutions and a holistic banking experience from anywhere in the world. Vipul joined Mashreq as the […]
As head of Mashreq Private, Vipul ensures that every client receives bespoke wealth management solutions and a holistic banking experience from anywhere in the world. Vipul joined Mashreq as the Head of Private Banking after 25 years with Citibank. Over the last five years, in addition to heading the Mashreq Private, he is also responsible for the bank’s Wealth Products & Platform.
Vipul brings over 30 years of experience spanning across Consumer Banking and Private Wealth Management in building businesses, managing change, strategic development, mentoring fintech start-ups, implementing technology platforms & nurturing leadership talent.
At Citi, he was responsible for establishing new markets in MENA & Europe and heading several international businesses including the Global Non-Resident Indian (NRI) Wealth business, the Consumer Bank for UK and the Citi IPB, Private client wealth business for EMEA. During his tenure, he developed & grew the NRI Private wealth business in UAE before heading the Global NRI Business. As head of the UK Consumer & IPB private wealth business for EMEA he was responsible for managing long-term growth strategy including restructuring the businesses to a digital best-in-class wealth business for affluent clients across EMEA.
Vipul has worked across several countries and regions including India, Singapore, Dubai, Bahrain and most recently London. He holds a bachelor’s degree in economics and finance degrees from Institute of Chartered Accountants of India where he ranked 7th across India & Institute of Cost & management accountants of India where he was a gold medalist in accounting.
Trusted Advisors
Cecile Civiale Vuillier
CEO, Group Head of Private Client
Trustconsult Group S.A
Cécile is the CEO for Trustconsult in Switzerland as well as Head of Private Client for the Trustconsult Group. She has an extensive wealth & estate planning career, earning a […]
Cécile is the CEO for Trustconsult in Switzerland as well as Head of Private Client for the Trustconsult Group. She has an extensive wealth & estate planning career, earning a solid reputation for her work on international trust & foundation. Her experience includes managing complex & sophisticated trust and corporate structures for private and corporate clients located around the globe, including Latin America and Asia but more specifically in the Middle East.
Cecile is chairing the Wealth Management & Estate Planning focus Group of XLNC, she is also an active member of several significant professional bodies including The International Bar Association (IBA) and The International Tax Planning Association (ITPA). Former Chairwoman of the STEP branch in Geneva and also Former Chairwoman of the STEP Swiss & Liechtenstein Federation, acknowledged as a "prominent figure in the Leading Trustees" category of CityWealth Leaders List. Cécile has also been a presiding judge for the STEP Private Client Awards and for WealthBriefing Awards Switzerland & Liechtenstein for many years.
Cécile has qualifications in company law and practice, tax compliance, international trust
management, trust administration and accounts, and trust creation.
Craig Roberts
Regional Managing Director
MENA with The Apex Group
Craig has over 30 years’ experience in the financial services industry globally, having held senior management positions in fund management firms, investment banking and fund administration. He is keenly involved […]
Craig has over 30 years’ experience in the financial services industry globally, having held senior management positions in fund management firms, investment banking and fund administration. He is keenly involved in the development of practices and the landscape of the financial services sector and his expertise and advice is often sought by major stakeholders in the sector.
Prior to joining Apex, Craig was Senior Executive Officer with RoC Capital Management (Dubai) Ltd. and responsible for developing the firm to manage fund structures based in a variety of jurisdictions and covering a full range of investment strategies and structures. Craig also served as a Director with Sanne Group Dubai Limited. where he was responsible for the group's open-ended fund administration service. Other earlier roles included Chief Financial Officer at United Investment Bank Limited and Chief Executive Officer at Apex Fund Services (Dubai) Ltd. where he established the first fund administration provider to be approved by the DFSA.
Craig holds several other directorship roles in financial services companies and investment funds.
He is also a member of Chartered Accountants of Australia and New Zealand.
Danny Jones
Founding Partner
Huddleston Jones
As a Founding Partner at Huddleston Jones, Danny leads their retained search practice, specializing in Private Wealth Management across Asia Pacific and the Middle East. Prior to his executive search […]
As a Founding Partner at Huddleston Jones, Danny leads their retained search practice, specializing in Private Wealth Management across Asia Pacific and the Middle East. Prior to his executive search career, he gained extensive experience working for an International Wealth Manager in Dubai, Tokyo, and Johannesburg.
Since 2008, he has successfully led 'front office' search firms in Hong Kong and Singapore, recognized as a top executive search specialist in private banking and wealth management. With deep market knowledge, Danny has built a global network. He emphasizes comprehensive market research and candidate intelligence, aiming for excellence in client service.
Danny also served in the Royal Air Force and holds a Bachelor's degree with First Degree Honors in Business Management.
Gail Goring
Partner and Head of Regulatory and Compliance Services
re/think
Experienced corporate lawyer with over 20 years’ experience in regulatory and compliance services spanning across the Caribbean, Cayman Islands and in the UAE. Strong knowledge of international business companies’ regulatory […]
Experienced corporate lawyer with over 20 years’ experience in regulatory and compliance services spanning across the Caribbean, Cayman Islands and in the UAE. Strong knowledge of international business companies’ regulatory frameworks,
financial services (including FinTech as qualified under Oxford/Saïd Business School Fintech Programme) and financial products (particularly Funds). Extensive experience as well as specialized expertise as a certified Anti-Money Laundering Specialist and FATF trained Legal expert examiner and certified in FATCA & CRS reporting, ADGM OCAB regime.
Achievement: Awarded 2021 Leading Woman in Private Wealth Management by MENA Wealth Briefing Association.
Formerly: Legal Counsel at Cayman Islands Monetary Authority: 2008-2016;
Formerly: Head of Regulations and Operations for RAKICC (IBC Offshore & Free zone Registry): 2016-2017
Former: Prosecutor/ Regulator & Legislative Drafter
Hassen Jaufeerally
Senior Relationship Manager
The Mauritius Commercial Bank
Hassen is a Senior Relationship Manager covering External Asset Managers at MCB (DIFC Branch). He relocated from MCB’s Head Office in July 2021 where he was previously responsible for coverage […]
Hassen is a Senior Relationship Manager covering External Asset Managers at MCB (DIFC Branch). He relocated from MCB’s Head Office in July 2021 where he was previously responsible for coverage of EAMs and Multi Family Offices in Switzerland, Monaco, the UAE and in Mauritius. Prior to joining MCB, Hassen established the EAM Desk at Afrasia Bank, a boutique bank based in Mauritius. Hassen is an entrepreneurial and solution oriented banking professional with experience in multiple African, Middle Eastern and European jurisdictions who actively leverages on the entire MCB Group capabilities that also include corporate and investment banking, asset management and private equity. He holds a Master of Business Administration from HEC Paris and speaks fluently English and French.
Ismael Hajjar
Partner
PwC Middle East
Ismael Hajjar is a UAE based partner specialising in international tax & wealth structuring, family office and private capital advisory. Relevant experience: Ismael started his career in Europe and has […]
Ismael Hajjar is a UAE based partner specialising in international tax & wealth structuring, family office and private capital advisory.
Relevant experience: Ismael started his career in Europe and has been serving international families for over 16 years. He relocated to the UAE in 2013 and is currently acting as trusted advisor to a number of successful families across the Middle East region.
He is leading PwC Middle East Tax and Legal service offering to private clients, entrepreneurial & royal families and family offices in helping them understand and manage their global affairs, overcome cross-border tax challenges and identify opportunities to achieve their family and business objectives.
Prior to joining PwC, Ismael was acting as head of Private for another big four firm and was responsible for the design and execution of the overall firm strategy for private companies and their owners across all service lines. He also founded and led their MENA family enterprise and family office award-winning consulting practice which specialises in assisting successful families, entrepreneurs, and family offices across MENA at managing risks, preserving and growing wealth.
Ismael has contributed to building and currently serves Family Offices. He is a regular speaker in the Middle East and beyond on topics such as family business and private wealth institutionalisation, global tax transparency, succession planning, governance and the role of the family office.
Education: Ismael holds a Master Degree in Business Administration, HEC-Ulg School of Management (Belgium) and is a certified chartered accountant in Luxembourg (“expert-comptable”). He also holds an Islamic finance qualification, Institute of Islamic Banking & Insurance (UK). Ismael is a Trust and Estate Practitioner (TEP, Society of Trust and Estate Practitioners) and holds a Certificate in Family Business Advising (CFBA, Family Firm Institute).
Laurence Black
Regional Director, Client Solutions, MENA
Asiaciti Trust Group
Laurence is the Regional Director, Client Solutions, EMEA for Asiaciti Trust in Dubai, United Arab Emirates. He joined Asiaciti Trust in late 2012 and has over 35 years’ experience in […]
Laurence is the Regional Director, Client Solutions, EMEA for Asiaciti Trust in Dubai, United Arab Emirates. He joined Asiaciti Trust in late 2012 and has over 35 years’ experience in the offshore finance industry. Based in the Middle East for the past 28 years he has particular skills and experience in cross border planning, the establishment of offshore trusts, foundations and company formation. Laurence also acts as a Non-executive Director for GSB Capital Ltd in the Dubai International Financial Centre. Before joining Asiaciti Trust he held a number of senior positions within the Trust & Fiduciary industry and more recently was Head of Fiduciary Services, MENAP for a major international financial institution in the Dubai International Financial Centre. In these roles he successfully serviced clients in the EMEA region with their international needs and works closely with other cross border specialists in the establishment of international trusts and a variety of investment structures. Laurence maintains a comprehensive knowledge of legislative changes and industry trends affecting cross-border issues. He is a full member of STEP Worldwide (Society of Trust and Estate Planners) and was the founding Chairman of STEP Arabia.
Vivek Gehani
Head of Sales
Bank of Singapore
Vivek Gehani has over 20 years of Corporate and Private banking experience gained at leading global financial institutions and has a wealth of experience and industry knowledge of financial markets. […]
Vivek Gehani has over 20 years of Corporate and Private banking experience gained at leading global financial institutions and has a wealth of experience and industry knowledge of financial markets.
Vivek is currently a Market Head for Bank of Singapore (BOS) in Dubai and is based at DIFC. He joined BOS as part of the
acquisition of Barclays Asia and has served 13 years within one organization, progressing from Banker to Managing Director. He
previously worked at ABN Amro and Merrill Lynch.
In his role as a Head of Sales at BOS, Vivek manages the entire Front Office of Dubai Branch and has responsibility for Global South Asian clients, the Middle East and North Africa (MENA) and wider Africa Business. Prior to joining Bank of Singapore, Vivek was Managing Director at Barclays Wealth Management in Dubai with responsibility for Global South Asian clients.
In 1998 Vivek graduated with an MBA in Finance and Marketing from Pace University in New York and in March 2020 certified as a Professional Co-Active Coach (CPCC) and also certified in The Leadership Circle SystemTM .
Vivek is a member of YPO organization, an exclusive group of members around the world which provides a platform of
continuous learning, networking and growth.
Vivek is a practitioner of performance coaching and advocates the benefits that teamwork and strong culture bring to the
organization. He also is a student of optimising health with biohacking to maintain peak performance of the mind to benefit
personal and professional wellbeing.
Yann Mrazek
Managing Partner
M/HQ
Yann is the Managing Partner of M/HQ. He chiefly focuses on private wealth and immigration practice. He has vast experience advising successful individuals and entrepreneurial families with Middle Eastern exposure […]
Yann is the Managing Partner of M/HQ. He chiefly focuses on private wealth and immigration practice. He has vast experience advising successful individuals and entrepreneurial families with Middle Eastern exposure on implementing inter-generational wealth transfer strategies and structuring their operational assets and global wealth. He is regularly involved in the ongoing management of such structures – as a board member, council member, guardian or protector. Yann is recommended by all of Chambers & Partners Private wealth, Legal Week’s Private Client Global Elite and Who’s who legal private client. He was the Chair of STEP Arabia from 2015 to 2018
Categories
The submission process for the Ninth Annual WealthBriefing MENA Awards 2022 is now unfortunately closed. For any questions, please contact rachel.fokes@clearviewpublishing.com
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Headline Sponsor
Category Sponsors
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Venue
Address Dubai Mall
Address: Sheikh Mohammed Bin Rashed Boulevard Downtown Dubai, P.O. Box 31166, Dubai, UAE
Winners
EAM CATEGORIES
OVERALL EXTERNAL ASSET MANAGER
Mabledon Capital Limited
AUM UP TO US $1 BILLION
GSB Capital
EXTERNAL ASSET MANAGER (EAM) NEWCOMER
GSB Capital
PRIVATE MARKETS PROGRAMME
Picard Angst MEA
LEADING FEMALE EXECUTIVE
Nour Tassabehji – CdR Capital Limited
CEO
Bhavnesh Thakkar – Taurus Wealth Advisors Limited
PRIVATE BANKING CATEGORIES
PRIVATE BANK – MENA REGION
BNP Paribas Wealth Management
OVERALL INTERNATIONAL PRIVATE BANK (HQ OUTSIDE MENA REGION)
Lombard Odier
ASIA-BASED PRIVATE BANK ACTIVE IN MENA
Bank of Singapore
BOUTIQUE PRIVATE BANK
Nedbank Private Wealth
PURE PLAY PRIVATE BANK
LGT Middle East
PRIVATE BANK SERVICING THE EXPAT COMMUNITY
BNP Paribas Wealth Management
PRIVATE BANK SERVICING CLIENTS WITH INVESTABLE ASSETS OVER $25M
Citi Private Bank
PRIVATE BANK SERVICING NRI/NRP CLIENTS
Deutsche Bank
MOST PROMISING NEW PRIVATE BANK PROPOSITION
NPB (Middle East) Limited
PRIVATE BANK – OVERALL CLIENT SERVICE
Nedbank Private Bank
PRIVATE BANK – PHILANTHROPY OFFERING
LGT Middle East
PRIVATE BANK – ESG OFFERING
Barclays Private Bank
PRIVATE BANK – DISCRETIONARY PORTFOLIO MANAGEMENT (DPM) OFFERING
Barclays Private Bank
PRIVATE BANK – CREDIT PROVIDER
BNP Paribas Wealth Management
PRIVATE BANK – PRIVATE EQUITY OFFERING
Union Bancaire Privée
PRIVATE BANK – INVESTMENT MANAGEMENT PLATFORM
Citi Private Bank
SHARIAH-COMPLIANT WEALTH MANAGEMENT OFFERING
Lombard Odier
PRIVATE BANK – EXTERNAL ASSET MANAGER (EAM) PLATFORM
Mirabaud (Middle East) Limited
PRIVATE BANK WEALTH PLANNING TEAM
Cititrust MENA
INDIVIDUAL COUNTRY OR REGIONAL CATEGORIES
PRIVATE BANK OR WEALTH MANAGER SERVICING UNITED ARAB EMIRATES
Emirates NBD Private Banking
PRIVATE BANK OR WEALTH MANAGER SERVICING THE STATE OF KUWAIT
Kuwait Financial Centre “Markaz”
SERVICING TURKISH CLIENTS
Mirabaud (Middle East) Limited
INVESTMENT CATEGORIES
OVERALL PRIVATE BANK INVESTMENT TEAM
Mashreq Bank
MULTI-FAMILY OFFICE (MFO)
Branford Capital Limited
INVESTMENT MANAGEMENT CATEGORIES
OVERALL FUND MANAGER – REGIONAL AND/OR GLOBAL REACH
REYL Finance (MEA) Ltd.
STRUCTURED PRODUCT PROVIDER
Picard Angst MEA
REAL ESTATE INVESTMENT PROPOSITION OR SERVICE
BNP Paribas Wealth Management
PRIVATE EQUITY OFFERING
Mirabaud (Middle East) Limited
PRIVATE MARKET OFFERING
Globaleye
ALTERNATIVES OFFERING
Picard Angst MEA
FAMILY OFFICE CATEGORIES
WEALTH MANAGER SERVICING FAMILY OFFICES
BNY Mellon Wealth Management
INSURANCE SERVICES TO UHNW FAMILIES
Globaleye
GLOBAL CUSTODIAN FOR MENA FAMILY OFFICES
Northern Trust, Global Family & Private Office
TECHNOLOGY CATEGORIES (NON-BANKING COMPANIES)
FRONT-OFFICE SOLUTION
Refinitiv
ON-BOARDING SOLUTION
SS&C Advent
COMPLIANCE/REGTECH SOLUTION
Masttro
DATA PROVIDER
Refinitiv
INNOVATIVE WEALTH MANAGEMENT CLIENT SOLUTION
swissQuant Group AG
CLIENT REPORTING SOLUTION
FundCount
MOST INNOVATIVE OVERALL FINTECH SOLUTION
Masttro
INNOVATIVE USE OF ARTIFICIAL INTELLIGENCE
Comarch
TRUST COMPANY CATEGORIES
INDEPENDENT TRUST OR FIDUCIARY COMPANY
JTC
TRUST AND FIDUCIARY COMPANY WITH HEADQUARTERS OUTSIDE MENA REGION
Vistra Middle East
FAMILY OFFICE ADVISORY OFFERING
M/HQ
FAMILY OFFICE SERVICE PROVISION
Ocorian
SUCCESSION AND ESTATE PLANNING
M/HQ
FOUNDATION CREATION
M/HQ
PRIVATE CLIENT & CONSULTANCY CATEGORIES
LEGAL ADVICE PROVISION FOR UHNW INDIVIDUALS, FAMILIES OR WEALTH MANAGERS
Al Tamimi & Company
ACCOUNTING PROVISION FOR SERVICING PRIVATE CLIENTS
PwC Middle East Entrepreneurial Private Business & Family Office
ESTATE PLANNING SERVICE
PwC Middle East Entrepreneurial Private Business & Family Office
FAMILY OFFICE ADVISORY OFFERING
First Abu Dhabi Bank
FAMILY OFFICE GOVERNANCE SERVICE PROVISION
PwC Middle East Entrepreneurial Private Business & Family Office
SPECIAL WEALTH MANAGEMENT CATEGORIES
INTERNATIONAL FINANCIAL CENTRE (IFC)
Jersey Finance
GLOBAL CITIZENSHIP/IMMIGRATION PROGRAM OFFERING
Huriya Private
MOST INNOVATIVE WEALTH MANAGEMENT MODEL
Standard Chartered Bank
INSURANCE PLATFORM FOR THE WEALTH MANAGEMENT SECTOR
Globaleye
LEADERSHIP AND INDIVIDUAL CATEGORIES
LEADING WOMAN IN WEALTH MANAGEMENT
Maria-Gabriella Burgio-Chiappa – HSBC Private Bank
WEALTH MANAGEMENT RISING STAR UNDER 40
Alia Haskouri – JTC
LEADING INDIVIDUAL
Neil Louis De Sousa – HSBC Private Bank
LIFETIME ACHIEVEMENT
Tim Denton – Habib Bank AG Zurich
Previous Winners
Private Banking Categories
Private Bank – MENA Region
BNP Paribas Wealth Management
Overall International Private Bank (HQ outside MENA region)
Citi Private Bank
Asia-based Private Bank Active in MENA
Bank Of Singapore
Boutique Private Bank
Nedbank Private Wealth
Pure Play Private Bank
LGT
Private Bank Servicing the Expat UHNW Community
BNP Paribas Wealth Management
Private Bank Servicing Clients with Investable Assets between US$1M-US$5M
First Abu Dhabi Bank
Private Bank Servicing Clients with Investable Assets between US$5M-US$25M
First Abu Dhabi Bank
Private Bank Servicing Clients with Investable Assets over US$25M
HSBC Private Bank
Private Bank Servicing NRI/NRP Clients
Deutsche Bank
Most Promising New Private Bank Proposition
First Abu Dhabi Bank
Private Bank – Client Digital Offering
Citi Private Bank
Private Bank – Overall Client Service
Nedbank Private Wealth
Private Bank – ESG Offering
LGT
Private Bank – Discretionary Portfolio Management (DPM) Offering
Barclays Private Bank
Private Bank – Credit Provider
BNP Paribas Wealth Management
Private Bank – Private Equity Offering
Union Bancaire Privée
Private Bank – Investment Management Platform
Citi Private Bank
Shariah-Compliant Wealth Management Offering
Lombard Odier
Private Bank Wealth Planning Team
Cititrust MENA
Individual Country or Regional Categories
Private Bank or Wealth Manager Servicing United Arab Emirates
Mashreq Bank
Private Bank or Wealth Manager Servicing The Sultanate of Oman
Liechtensteinische Landesbank
Private Bank or Wealth Manager Servicing The Kingdom of Saudi Arabia
First Abu Dhabi Bank
Private Bank or Wealth Manager Servicing The Kingdom of Bahrain
Liechtensteinische Landesbank
Investment Categories
Overall Private Bank Investment Team
Barclays Private Bank
Independent Wealth Manager or External Asset Manager (EAM)
Index & Cie Limited
Multi-Family Office (MFO)
Mabledon Capital Limited
Investment Management Categories
Overall Fund Manager – Regional and/or Global Reach
REYL Finance (MEA)
ETF Provider
ICICI Prudential Asset Management Company
Structured Product Provider
Picard Angst MEA
Real Estate Investment Proposition or Service
BNP Paribas Wealth Management
Investment Management – Private Markets Offering
Union Bancaire Privée
Alternatives Offering
Picard Angst MEA
Family Office Categories
Wealth Management Team Offering Family Governance Advice
LGT
Wealth Manager Servicing Family Offices
Citi Private Bank
Technology Categories (Non-Banking Companies)
Front-Office Solution
MASTTRO
On-boarding Solution
Appway
Compliance/Regtech Solution
Re/think
Data Provider
Refinitiv
Innovative Wealth Management Client Solution
swissQuant
Client Reporting Solution
MASTTRO
Client Communication Solution
SS&C Advent
Most Innovative Overall Fintech Solution
MASTTRO
Innovative Use of Artificial Intelligence
swissQuant Group AG
Private Client & Consultancy Categories
Trust and Fiduciary Company
Intertrust Dubai Limited
Trust and Fiduciary Company with Headquarters outside the MENA Region
Ocorian
Legal Advice Provision for UHNW individuals, Families or Wealth Managers
Al Tamimi & Company
Accounting Provision for Servicing Private Clients
Gulf Tax Accounting Group
Management Consultancy
EY Consulting
Independent Trust or Fiduciary Company
JTC
Estate Planning Service
M/HQ
Family Office Advisory Offering
MENA EY Private
Family Office Governance Service Provision
MENA EY Private
Special Wealth Management Categories
International Financial Centre (IFC)
Jersey Finance
Best Global Citizenship/Immigration Program
Huriya Private
Most Innovative Wealth Management Model
Standard Chartered Bank
Leadership and Individual Categories
Leading Private Bank Chief Executive Officer
Sobhi Tabbara – HSBC
Leading Woman in Wealth Management
Gail Johnson-Goring (Re/think)
Leading Individual
Yann Mrazek – M/HQ
Outstanding Contribution to MENA Trust and Wealth Management
Laurence Black
Winners Videos
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 MENA 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.