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 […]

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 […]

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. […]

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 […]

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 […]

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 […]

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 […]

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, […]

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  […]


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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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. […]

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 […]


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

Awards Winners Supplement


About our Sponsors

Headline Sponsor


Category Sponsors


Executive Search Partner



Sponsors Videos

Venue

Address Dubai Mall

Address: Sheikh Mohammed Bin Rashed Boulevard Downtown Dubai, P.O. Box 31166, Dubai, UAE

Charity Partners


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.