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
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 must for all those lucky enough to have produced a winning entry. An 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.

Sponsorship Opportunities

For further information on Sponsoring Partner opportunities please contact andrew.deane@clearviewpublishing.com for further details.

We very much hope you take part and look forward to welcoming you at the 2022 awards ceremony to celebrate your achievements.

More 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 -16th 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

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. 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.

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 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.

Vipul Kapur

Managing Director, Head of Private Banking

Mashreq

As head of Mashreq Private Bank, 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 4 1⁄2 years, in addition to heading the Mashreq Private Bank, 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 NRI Wealth business, the Consumer Bank for UK and the Citi IPB, Private client wealth business for EMEA.
During his tenure at Citi, he set up the first 3rd party mutual fund distribution tie-ups and developed specialized fixed income products to be offered through the bank’s distribution channels. He also developed & grew the Non-Resident Indian (NRI) business Private wealth business in UAE before heading on to manage the Global NRI Business.
As head of the UK Consumer & IPB private wealth business for EMEA he was responsible for managing and developing a long-term growth strategy for the two businesses 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.

Stela Kote

Chief Executive Officer

Index & Cie

Stela comes from over 16 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.

Jacques-Antoine Lecointre

Managing Director, Chief Operating Officer Middle East & Africa (MEA)

BNP Paribas Wealth Management

Jacques-Antoine Lecointre serves as the COO of BNP Paribas Wealth Management for the MEA Region. He is based in Dubai from where he oversees the regional operations for the Institution.

Before joining BNP Paribas, he was the Head of Business Management for the Global South Asia and Middle East business for Bank of Singapore. Prior to that, Jacques-Antoine spent more than 10+ years at Barclays in their Wealth Management division across Europe and the Middle East.

Jacques-Antoine brings over 18+ years of experience gained across multiples roles within the front, back and product office. Having started his career in law firms, Jacques-Antoine holds a LLM in International Business Law from the University of Lyon and an MSc in Finance & Law from EM Lyon Business School.

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 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.

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 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.

Trusted Advisors

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 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.

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 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.

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 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.

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 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

Ismael Hajjar

Director, MENA Private Client Services

EY Middle East, Dubai

Ismael Hajjar leads the MENA Private Client Services (PCS) practice of EY Middle East. In his role, Ismael focuses on assisting successful families, entrepreneurs and family offices across MENA managing risks and preserving wealth.

Ismael has been serving international families for over 13 years and currently acts as trusted advisor to a number of successful families across MENA. He has been successful in designing and implementing inter-generational succession, inheritance, governance, tax compliance and confidentiality management strategies. He has contributed to creating and currently serves Family Offices.

He 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), 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).

John Hanafin

CEO

Huriya Private

John Hanafin is a financier, investor, deal maker and established Huriya Private after 15 years in financial services in the Middle East.

A focused professional with entrepreneurial drive and a commercial mindset. John has over 25 year’s experience in the HNW Trust & Corporate Services industry, with 15 years based in Dubai, Doha and Manama. With an extensive background in serving the specialised needs of high net worth investors around the world, John brings to the table proven leadership experience in global financial services, residency and citizenship planning, estate planning and other related services. In addition to sitting on the boards of various organizations globally, John is also a trusted advisor to governments for the structuring and implementation of programs to boost corporate re-domiciliation and foreign direct investments.

John is a Chartered member of the Securities Institute (CISI), a member of the Society of Trust and Estate Practitioners (STEP), a member of the International Tax Planning Association (ITPA), a member of the International Business Structuring Association (IBSA) and an FA Registered Intermediary, authorized to conduct intermediary activity on behalf of professional football players and clubs in England.

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 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.

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 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

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 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.

Categories

Please follow this link to enter the Ninth WealthBriefing MENA Awards for Excellence 2022

 

 

 

Whilst the judging process is completely independent of the commercial arrangements between the participants and the organisers it is expected that winners have a financial obligation to work with the organisers to promote their award and this obligation is separate to attendance at an awards ceremony.  This ensures that all marketing activity has a clear and and consistent message across media platforms.

For any questions, please contact rachel.fokes@clearviewpublishing.com

About our Sponsors

Headline Sponsor

Category Sponsors

Venue

Address Dubai Mall

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

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 

 

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.


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