Overview
Introduction
A warm welcome to the Second Annual WealthBriefing Wealth For Good Awards 2023. This awards programme will give an opportunity for all participants in the global wealth management industry to demonstrate their commitment to and pre-eminence in the crucially important areas of ESG, Impact, Diversity and Inclusion.
Categories
Categories include client facing propositions, investment and asset management, as well as best practice in business management in diversity, inclusion and corporate and social responsibility.
Private banks, private asset managers, family offices, private client lawyers, trust companies, consultants and technology companies around the world are invited to enter submissions for review by an expert judging panel convened by WealthBriefing.
The list of categories for submission is available here.
Judging Process
As is the case for all our global awards programmes, independence, integrity and genuine insight are the watchwords of the judging process, which as always will be conducted by expert panels drawn from both custodian banks , family offices and trusted advisors/consultants to the sector.
Every submission is carefully reviewed to ensure the most deserving companies and individuals are selected as winners in each category. Standout submissions that are close runners-up to the winning entry are often commended by the judges.
Commercially sensitive information is kept confidential and conflicts of interest are avoided at all times. All judges have signed a Non-Disclosure Agreement.
Awards Notification Process and Marketing Your Success
Winning a WealthBriefing Award sets organizations and individuals apart from their peers and is a tangible demonstration that they have something special to offer. It rewards achievement and showcases top-class performance, innovation and distinction.
They are also tangible demonstrations of the sustainability and robustness of your organization. Winners and commended companies will be given advance notification of their success, allowing time to prepare their marketing messaging around the promotion of their achievement before the public announcement in 2023. WealthBriefing – as the leading voice of the family office and wealth management community – will work with the winners to optimize their success by offering a range of marketing collateral.
Winners and commended entries will be celebrated in July 2023
These awards are now open for entry and firms are invited to submit their nominations by 3 March 2023.
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
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(s).
Key Dates
Nominations open – 8 November, 2022
Nominations close – 3 March, 2023 – this has now been extended until the 23rd March
Winners notified of their success – from 9 May, 2023
Public announcement of Winners and Commended firms and individuals in WealthBriefing, WealthBriefingAsia and Family Wealth Report editorial and social media channels – from 6 July, 2023
Judges
The Judging Process Independence, integrity and genuine insight are the watchwords of the judging process. The WealthBriefing Wealth for Good Awards 2023 Judges Panel consists of asset managers, banks, trust companies, law firms, family offices and independent consultants, each of whom has in-depth knowledge and experience with ESG, Impact, Diversity and Inclusion in the wealth management space. The judging process is organised in a way so as to avoid conflicts of interest. No judge will be asked to review a submission from an organization competitive to their own.
Judging Panel

Jennifer Ayer
Principal and Managing Director at Tiedemann Advisors, Co-Lead of Impact Strategy
Tiedemann Advisors
Jennifer Ayer serves as Managing Director and Co-Lead of Impact Investing at Tiedemann Advisors. In her role, Jennifer manages client relationships, working closely with clients to understand their goals and objectives, manage […]
Jennifer Ayer serves as Managing Director and Co-Lead of Impact Investing at Tiedemann Advisors. In her role, Jennifer manages client relationships, working closely with clients to understand their goals and objectives, manage their investments, including impact investing, and integrate their investment strategy, philanthropy and estate planning into a cohesive wealth management plan. Additionally, Jenifer oversees the firm’s Equity Lens impact theme, and is a member of Tiedemann’s Diversity, Equity and Inclusion Committee. Prior to Tiedemann, Jennifer was a wealth manager at Wetherby Asset Management. Jennifer is an Impact Alumni of Full Circle Fund and received a B.A. from Connecticut College.

Peter Bruce-Clark
Founder & General Partner
Kalytix Ventures
Peter is Founder & General Partner at Kalytix Ventures, and Global President at Strong Room AI. Before Kalytix, Peter was Partner at Social Impact Capital, a global impact-focused VC firm based […]
Peter is Founder & General Partner at Kalytix Ventures, and Global President at Strong Room AI.
Before Kalytix, Peter was Partner at Social Impact Capital, a global impact-focused VC firm based in New York City. A top-decile fund producing competitive venture returns, SIC invests in the “Best Ideas in Impact” by deploying an “Impact Arbitrage” strategy across geographies, sectors, and challenge domains. SIC is backed by legacy VCs including Marc Andreessen & Chris Dixon, Peter Thiel, Phil Black, David Sacks, Rob Hayes, Matt Ocko & Zachary Bogue, along with family offices, RIAs, and fund-of-funds. Prior to joining the firm Peter was Head of Business Development at Real Capital Innovation (acquired by Addepar), an investment technology platform backed by 8VC and Soros Fund Management. Peter started his career in Silicon Valley by creating an early-stage venture capital firm focused on high-impact areas of AI application, and institutional investor strategy consultancy, Kalytix Partners (acquired). A leading theorist on private market impact investments, Peter has led research over the last decade on impact finance, collaborating with Oxford University, Stanford University, Planet Heritage, and White Sand Investor Group (Donnelley family). His publications include Impact investments: a call for (re)orientation (2021), widely endorsed by organizations such as the SEC and G7, and Sovereign Development Funds: The Governance and Management of Strategic Investment Institutions (2018), which was published in The Oxford Handbook of Sovereign Wealth Funds. In addition to his work, Peter is a volunteering Ambassador to the Rockefeller family’s BankFWD initiative, which is focused on climate justice in global banking, and a Counsel Member of the Saïd family’s (Saïd Business School) Toucan Project, which cultivates future leaders from across the world. He is also a member of Rebalance VC, Impact Capital Managers, TTI and GBx.

Dermot Corrigan
CEO
smartKYC
Dermot Corrigan is CEO of smartKYC, and draws upon his background in geopolitical and violent risk intelligence, reputational risk monitoring and deep web and media search technology to offer a […]
Dermot Corrigan is CEO of smartKYC, and draws upon his background in geopolitical and violent risk intelligence, reputational risk monitoring and deep web and media search technology to offer a unique perspective on how organisations can adopt an intelligence-led approach to identifying and responding to ESG risks. Having served in senior executive roles with market analysis firm Frost & Sullivan and corporate news distributor PR Newswire, he went on to create and launch the world’s first adverse media search engine for third party screening while leading the news and business information arm of LexisNexis (RELX PLC). He served as CEO of an Anglo-Australian visual search and facial recognition technology company (part of INM PLC) and has led two businesses to be successfully acquired, the political risk intelligence firm Exclusive Analysis (now Standard & Poors) and social media monitoring specialist Gorkana Group (now Cision).

Paul Das
CTO
ProFundCom
Paul is the Founder and Managing Director of ProFundCom. Starting the business in 2003, Paul wanted to fulfil a vision to provide digital engagement analytics that would directly benefit sales […]
Paul is the Founder and Managing Director of ProFundCom. Starting the business in 2003, Paul wanted to fulfil a vision to provide digital engagement analytics that would directly benefit sales and marketing processes in financial institutions. This has led to ProFundCom being totally focused on helping the financial services industry use digital marketing to raise AuM. Almost twenty years later, Paul and his team have successfully built the leading digital marketing platform for finance that brings all elements of digital activity – email, web and social media – into one place. Paul has an excellent pedigree in software from working at AT&T, Microsoft and Apple, and holds a first-class degree in Electronic Systems Engineering from Kingston University.

Roopalee Dave
Associate Partner
EY
Roopalee is a Partner in EY’s Financial Services team focusing on wealth management and private banking clients. She leads the Wealth Management sub- sector in UK and is responsible for […]

Sabila Din
CEO & Founder
Din Consultants
Sabila is CEO and Founder of Din Consultants, HQ in London and is an accomplished global business management, marketing and gender specialist. She works with global private banks, elite family […]
Sabila is CEO and Founder of Din Consultants, HQ in London and is an accomplished global business management, marketing and gender specialist. She works with global private banks, elite family offices and entrepreneurs - delivering propositions for growth. She works extensively with World Bank/IFC across EMEA, building financial capacity to drive female SME growth and gender financial inclusion. In addition to her consultancy, she also runs a ‘property private client office’. Prior to setting up her businesses, she held senior roles at ABN AMRO, Asia, JWT HK and was an Associate, IBM e-business fs consultant, EMEA.

Cath Dovey
Co-Founder
Beacon Collaborative
Cath Dovey is a co-founder of the Beacon Collaborative, a collective impact movement aimed at increasing giving and social investment among the UK’s wealthy population. Beacon forges collaboration among organisations […]
Cath Dovey is a co-founder of the Beacon Collaborative, a collective impact movement aimed at increasing giving and social investment among the UK’s wealthy population. Beacon forges collaboration among organisations that work with wealthy donors through a range of activities covering peer influence, public awareness, research and measurement, professional advice and political engagement. She was formerly a co-founder of Scorpio Partnership, the global wealth management strategy and research firm. She chairs Rosa, the UK fund for women and girls. She is a trustee of Philanthropy Impact and First Star UK. She is a member of the technical panel of the Law Family Commission on Civil Society.

Karen Ermel
Associate Director, Responsible Investing
Coutts
Karen joined Coutts in 2018 and is responsible for the incorporation of ESG considerations in Coutts’ investment process and products. Since joining the Responsible Investing team, she has focused on […]
Karen joined Coutts in 2018 and is responsible for the incorporation of ESG considerations in Coutts’ investment process and products. Since joining the Responsible Investing team, she has focused on developing the climate change strategy for the Asset Management business, which includes portfolio carbon footprinting and committing to Net Zero investments by 2050. She holds an MSc in Investment & Wealth Management from Imperial College Business School and an MSc and BSc in Business Administration from the University of Leuven.

Sianne Haldane
Chief Impact Officer
Maanch
Sianne Haldane is Chief Impact Officer at Maanch. Maanch is a London-based B Corp providing integrated technology and advisory solutions to measure, manage and report ESG & Sustainability data. Sianne […]
Sianne Haldane is Chief Impact Officer at Maanch. Maanch is a London-based B Corp providing integrated technology and advisory solutions to measure, manage and report ESG & Sustainability data. Sianne works closely with Maanch's clients on all impact related strategies, from embedding sustainability across their businesses, to developing philanthropic goals and using Maanch’s tech solutions to continuously improve their impact and share their successes. She is a strong advocate and active member of sector-wide initiatives and thought leadership and is a natural "connector", creating communities that are mutually beneficial to enable impact. A dual qualified lawyer in the UK and in her native South Africa, she has had a career that has spanned more than 15 years across the Governance, Sustainability, Impact, CSR and Private Client space. As a South African, Sianne’s passions are biodiversity and nature and human rights. Sianne is also a Trustee of both Mosaik Education and Save the Rhino International. She is an Advisory Board Member of the UBP Biodiversity Impact Fund, sits on the Executive Committee of the South African Chamber of Commerce and is a committee member of the STEP Global Philanthropy Advisors Special Interest Group.

Elise Hockley
Chief Operating Officer, Head of Investor Relations and Board Director
Earth Capital
Elise is Chief Operating Officer and Head of Investor Relations at Earth Capital Ltd, as well as a Board Director. Elise’s responsibilities include leading on brand and communication across marketing and […]
Elise is Chief Operating Officer and Head of Investor Relations at Earth Capital Ltd, as well as a Board Director. Elise's responsibilities include leading on brand and communication across marketing and investor relations, overseeing the day-to-day function of the operational team and working closely with the sustainability team on the Earth Dividend™. Under Elise's leadership, the company has developed significant recognition across private wealth and sustainable finance. With over a decade of experience in the finance sector, she has worked at KKR and Edge VC in Operational and Investor Relations roles. In 2016, Elise relocated to India, working with NGOs focused on water, sanitation, and hygiene (WASH) where amongst other duties she handled relations between the various projects and donors. Elise has received a BA from Middlesex University, a Foundation Certificate in Environmental Management from the Institute of Environmental Management & Assessment and attended The Chartered Institute of Marketing. She is also a Member of the Institute of Directors.

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, […]
Mark Hussein is the UK CEO of HSBC Life and Head of UK Insurance at HSBC. Mark has spent more than two decades in a variety of financial services roles, with the majority working for HSBC Group. He was appointed CEO, HSBC Life (UK), and Head of UK Insurance in November 2015. He is responsible for the Life manufacturing business and General Insurance Partnerships across HSBC, First Direct and M&S Bank.
Between two tenures at HSBC, Mark spent three years with Kleinwort Benson as Head of Private Wealth Management UK and the Channel Islands. This gave him responsibility for both Private Banking and Private Fiduciary Services in the UK, Channel Islands and Internationally. He was a member of the Kleinwort Benson group regional executive committee and sat on the board of Kleinwort Benson Trustees.

Xavier Isaac
CEO
Accuro
I am a co-founder and CEO of Accuro Group. In 2017 I led the management buyout that galvanized Accuro as the independent, values-driven and award-winning business it is today. I […]
I am a co-founder and CEO of Accuro Group. In 2017 I led the management buyout that galvanized Accuro as the independent, values-driven and award-winning business it is today. I drive our international strategy, mission and vision. I am also advising clients on estate planning, taxation, philanthropy and trusts, with the objectives of protecting their families and their wealth whilst supporting their positive contribution to the world. I am the treasurer of the Swiss Philanthropy Foundation, an independent hosting foundation based in Switzerland encouraging charitable giving by creating and managing philanthropic funds. I also sit on the board of the Fondation Pacifique, a Swiss foundation whose missions are to promote greater understanding of human impact on the oceans and to raise awareness of related issues concerning sustainable development. My qualifications include a master’s degree in Law from Catholic University of Louvain (Belgium), Magna Cum Laude. I was awarded a European Community Scholarship at University Complutense of Madrid (Spain). I am also a Member of the Society of Trust and Estate Practitioners (TEP) and a former Vice-President of the Swiss Association of Trust Companies. I am an enthusiastic knight of the “Confrérie des Chevaliers du Tastevin” in Burgundy, a keen skier and
love to spend time in the Swiss mountains with my family. I speak French, English, Spanish and Dutch.

Nigel Kershaw OBE
Chair
The Big Issue Group
Since 1974 Nigel has created, built and scaled social enterprises and investment. Joining The Big Issue Group (TBIG) in 1994, he subsequently became CEO, and then Group Chair. In 2004 […]
Since 1974 Nigel has created, built and scaled social enterprises and investment. Joining The Big Issue Group (TBIG) in 1994, he subsequently became CEO, and then Group Chair. In 2004 Nigel and Lord Bird launched Big Issue Invest which has directly invested in over 400 UK social enterprises. TBIG currently manage or advise on over US$500m of private and public impact funds. Nigel and his team devised and then partnered to develop two public market funds. In 2013 with Columbia Threadneedle, the UK Social Bond Fund and then with Aberdeen Standard Investment, the Multi-Asset Climate Solutions Fund. He also co-founded The Big Exchange, the largest impact-only online supermarket incorporating 50 rated funds with a combined Assets Under Management of over US$70bn. Nigel trained as a lithographic printer and also worked as a systems analyst, project manager and trade union official. He has founded three printing and publishing social enterprises and is a Social Enterprise UK ‘Champion of Champions’.

Stephen Metcalf
Head of Sustainable Investing, BI & Asia
RBC Wealth Management
Stephen Metcalf is Head of Sustainable Investing for RBC Wealth Management in the British Isles and Asia. He oversees the integration of sustainability issues into decision making across discretionary and advisory […]
Stephen Metcalf is Head of Sustainable Investing for RBC Wealth Management in the British Isles and Asia. He oversees the integration of sustainability issues into decision making across discretionary and advisory investment offerings. Additionally he produces thought leadership pieces on ESG topics and is responsible for the research and selection asset managers in the ESG space. Stephen joined RBC Wealth Management in 2018 as an Analyst in the discretionary team before moving in to the Global Manager Research team, commencing his present role at the start of 2021. Prior to joining RBC, Stephen graduated from the London School of Economics with a degree in Economics.

Rebecca Meyer
Consultant
Relative Solutions
Rebecca guides family enterprises as they navigate the complexities of intergenerational ownership and planning for transitions. With the benefit of a systems perspective, she helps family enterprises address the need […]
Rebecca guides family enterprises as they navigate the complexities of intergenerational ownership and planning for transitions. With the benefit of a systems perspective, she helps family enterprises address the need for evolving governance while enhancing leadership and collaboration skills among family members. This work enables families to embrace the gifts and talents of all family members to help ensure a sustainable enterprise. A key part of her focus is preparing next generation family members to take on new roles. Prior to joining Relative Solutions, Rebecca spent over 15 years as a business leader working in and with family offices, advising families on governance, communication, and family learning. She also wrote a guidebook for social impact investors as part of the Center for High Impact Philanthropy at the University of Pennsylvania. Rebecca enjoys contributing to industry publications and speaking at conferences. Her focus is exploring practical approaches to helping enterprising families address the challenges that arise from sharing financial resources. Rebecca earned her BA from the University of Pennsylvania and her MBA from the University of Maryland. She trained at the Bowen Center for the Study of the Family in Washington, DC, is a 21/64 Certified Advisor, and a member of the Family Firm Institute (FFI).

Matthew Spencer
Advisor
Various
Combining both an in-depth knowledge of marketing strategy and business development, Matthew has sat on senior management teams and led significant business growth. His deep experience with HNW/UHNW clients, knowledge […]
Combining both an in-depth knowledge of marketing strategy and business development, Matthew has sat on senior management teams and led significant business growth. His deep experience with HNW/UHNW clients, knowledge of wealth management and expertise in marketing strategy to improve brand awareness, client experience and business development are extensive. Until recently he was Managing Director, Head of Business Development & Marketing at Close Brothers Asset Management having previously held senior management positions at Deutsche Bank, Coutts and Credit Suisse.

James Quarmby
Partner
Stephenson Harwood LLP
James is the head of private wealth at the international law firm Stephenson Harwood and he has a wide ranging practice, advising on UK and international taxation, residency and domicile, […]
James is the head of private wealth at the international law firm Stephenson Harwood and he has a wide ranging practice, advising on UK and international taxation, residency and domicile, offshore pensions and trusts, asset protection, succession planning and HMRC disputes. His practice is truly international, working closely with Stephenson Harwood's private wealth practices in Hong Kong, Singapore, Dubai and Paris. James is one of the most prominent private client lawyers in the UK and frequently appears in the press and broadcast media (Sky News, BBC TV News, BBC Radios 2 / 3 / 4 / 5, Bloomberg TV and the BBC World Service) and most recently appeared as an expert witness on Radio 4's "The Moral Maze" to discuss the morality of taxation. James writes and lectures widely on tax policy. As well as being a solicitor, regulated by the SRA, he is a Registered Tax Technician, regulated by the Association of Tax Technicians (ATT). He is an active member of STEP and a contributing editor for Lexis/Nexis.

Melvyn Yeo
Co-Founder and Director
Trirec
Melvyn is the Founder of Singapore-based, TRIREC, which is the leading investment firm incorporated in 2015 with the aim of making a meaningful impact on addressing climate change through a […]
Melvyn is the Founder of Singapore-based, TRIREC, which is the leading investment firm incorporated in 2015 with the aim of making a meaningful impact on addressing climate change through a disciplined investment approach by supporting entrepreneurs and companies that share our belief in a sustainable future. TRIREC’s investment mandate is focused on the decarbonization theme and invests in early-stage startups globally. Melvyn was the Co-Founder of Thirdrock Group which was the leading Asian independent asset manager that was acquired by UK-listed Schroders plc in 2019. He was the Deputy CEO of Schroders Wealth Management Asia till 2021 and he also chaired the Asia Investment Committee and co-Chaired the Private Assets Investment Committee for Schroders Wealth Management globally during his tenure.
Categories
The submission process for the WealthBriefing Wealth for Good Awards 2023 is now unfortunately closed. For any questions, please contact rachel.fokes@clearviewpublishing.com
About our Sponsors
Silver Sponsor
TRIREC is an investment firm based in Singapore with decarbonization as its mandate. It allocates capital to exceptional entrepreneurs globally to provide them with early-stage growth equity and partners with start-ups in contributing to a healthier planet and stronger communities while delivering suitable risk-adjusted returns to its investment partners. TRIREC investment expertise is around the five sectors that produce the majority of greenhouse gas emissions that contribute to climate change. These are electricity and power, mobility and transportation, food and agriculture, buildings, and industries. At the heart of TRIREC’s story is a culture steeped in a desire to protect the environment for the many generations that will follow, entrepreneurial drive, a strong sense of community, and camaraderie. The value of what TRIREC strives to achieve every day is immeasurable in the short term, while viewed in the long lens of history, it is massively significant.
Category Sponsors
InvestCloud is a global company specialising in digital platforms that enable the development of financial solutions, pre-integrated into the Cloud. The company offers on-demand client experiences and intuitive operations solutions using an ever-expanding library of modular apps, resulting in powerful products. Headquartered in Los Angeles, InvestCloud has over 20 global offices including New York, London, Geneva, Singapore and Sydney, supporting trillions in assets across hundreds of diverse clients – from the largest banks in the world to wealth managers, asset managers and asset services companies.
Winners
FUND/ASSET MANAGER CATEGORIES
Best ESG Communication Strategy (Europe)
WHEB Asset Management
Best ESG Equities Fund (APAC)
Milltrust International Group
Best ESG Fund Methodology (UK)
Milltrust International Group
Best ESG Fund Performance (UK)
Milltrust International Group
Best ESG Thematic Fund (Global Reach)
TRIREC
Best ESG Hedge Fund (Global Reach)
Sonen Capital
Best Sustainability & ESG Thought Leadership (Global Reach)
Sonen Capital
Best Impact Fund Methodology (Europe)
WHEB Asset Management
Best Sustainability & ESG Thought Leadership (Europe)
WHEB Asset Management
LAW/ACCOUNTANCY FIRM CATEGORIES
Best ESG Sustainability Impact Offering (APAC)
Withersworldwide
Best Philanthropy Initiative or Offering (APAC)
Withersworldwide
Best Philanthropy Offering (Europe)
Russell-Cooke
Best Sustainability & ESG Thought Leadership (APAC)
Withersworldwide
PRIVATE ASSET MANAGER AND EXTERNAL ASSET MANAGER CATEGORIES
Best ESG Portfolio (Methodology) (UK)
Tribe Impact Capital
Best ESG Portfolio (Performance) (UK)
Tribe Impact Capital
Best NextGen Initiative or Offering (Europe)
Atomos
Best Sustainability and ESG Thought Leadership (Global Reach)
TRIREC
Best Sustainability and ESG Thought Leadership (Europe)
EQ Investors
Best Sustainability Offering (UK)
Atomos
Best Sustainability Offering (Europe)
EQ Investors
TRUST COMPANY CATEGORY
Best Philanthropy Initiative or Offering (Americas)
Fiduciary Trust Company
TECHNOLOGY CATEGORIES
Best ESG Data Solution (Europe)
Sugi
Best ESG Reporting Solution (Europe)
Dorsum Ltd
Best ESG Reporting Solution (Switzerland and Liechtenstein)
Finfox
Best ESG Reporting Solution (UK)
Sugi
Best ESG Reporting Solution (Global Reach)
FundCount
Best ESG Screening Solution (Global Reach)
UBS Partner
Best Technology Enabled ESG Service (Europe)
aixigo AG
Best Technology Enabled ESG Service (Global Reach)
UBS Partner
Best Technology Enabled ESG Service (Switzerland and Liechtenstein)
Finfox
Best Innovative Solution (Switzerland and Liechtenstein)
Etops
Best Innovative Solution (Americas)
Foundation Source
Best Innovative Solution (Europe)
Sugi
Best Innovative Solution (APAC)
UBS Partner
Best Implementation of an ESG Solution (Switzerland and Liechtenstein)
Finfox
Best Implementation of an ESG Solution (Global Reach)
UBS Partner
Best Implementation of an ESG Solution (Europe)
Sugi
Best Technology Consultancy (Europe)
aixigo AG
WEALTH MANAGEMENT CONSULTANTS CATEGORIES
Best Diversity and Inclusion Programme (Americas)
Veris Wealth Partners
Best ESG Communication Strategy (Americas)
Veris Wealth Partners
Best Sustainability and ESG Thought Leadership (Global Reach)
Itriom Limited
Best Client Engagement (Global Reach)
Raymond James Embassy Gardens
NOT FOR PROFIT CATEGORY
Best Philanthropy Initiative or Offering (UK)
Stewardship
PRIVATE BANKING CATEGORIES
Best Bank CSR Engagement (Global Reach)
BNP Paribas Wealth Management
Best Bank CSR Engagement (APAC)
Indosuez Wealth Management
Best Bank CSR Engagement (Europe)
SG Kleinwort Hambros
Best Bank Diversity and Inclusion Programme (Americas)
Bank of America Merrill Lynch
Best Bank Diversity and Inclusion Programme (Global Reach)
Investec
Best Bank Diversity and Inclusion Programme (Europe)
SG Kleinwort Hambros
Best Bank Diversity and Inclusion Programme (Switzerland)
Indosuez Wealth Management
Best Bank ESG Internal Training (APAC)
BNP Paribas Wealth Management
Best Bank NextGen ESG Initiative or Offering (Global Reach)
BNP Paribas Wealth Management
Best Bank for ESG Portfolio (Methodology) (APAC)
BNP Paribas Wealth Management
Best Bank for ESG Portfolio (Performance) (APAC)
BNP Paribas Wealth Management
Best Bank for Sustainability (Global Reach)
LGT Private Banking
Best Bank for Sustainability (Europe)
Société Générale Private Banking
Best Bank for ESG Thought Leadership (Europe)
REYL Intesa Sanpaolo
Best Bank for ESG Thought Leadership (Global Reach)
LGT Private Banking
Best Bank Impact Offering (Global Reach)
BNP Paribas Wealth Management
Best Bank Philanthropy Offering or Initiative (Americas)
Bank of America
Best Bank Philanthropy Offering or Initiative (Europe)
Société Générale Private Banking
Best Bank Philanthropy Offering or Initiative (Switzerland and Liechtenstein)
REYL Intesa Sanpaolo
Best Bank SRI Offering (Europe)
Société Générale Private Banking
Best Bank SRI Offering (Global Reach)
BNP Paribas Wealth Management
Best Bank Sustainability Offering (Investments) (Europe)
HSBC Private Banking
Best Bank Sustainability Offering (Investments) (Global Reach)
LGT Private Banking
Best Bank Sustainability Offering (Investments) (MENA)
BNP Paribas Wealth Management
LEADERSHIP CATEGORIES
Outstanding CEO, Pursuing Wealth For Good (Global Reach)
Matthew Millard-Beer – Itriom Limited
Outstanding CEO, Pursuing Wealth For Good (Europe)
Anna Josse – Prism the Gift Fund
Outstanding Individual Contribution in Wealth For Good (Americas)
Michael Lent – Veris Wealth Partners
Outstanding Individual Contribution in Wealth For Good (APAC)
Stacy Choong – Withersworldwide
Outstanding Individual Contribution in Wealth For Good (Global Reach)
Veronique Morel-Kane – Raymond James Embassy Gardens
Women in Wealth For Good (Europe)
Earth Capital
Women in Wealth For Good (UK)
Veronique Morel-Kane – Raymond James Embassy Gardens
Women in Wealth For Good (APAC)
Penelope Shen – Stephenson Harwood
Previous Winners
Inaugural WealthBriefing Wealth For Good Awards 2022 Winners
Family Offices
Best CSR Staff Programme – Americas
Kayne Anderson Rudnick Investment Management
Best ESG communication strategy – APAC
Maitri Asset Management
Best ESG portfolio (methodology and performance) – Americas
Pathstone
Best ESG research – USA
Arnerich Massena, Inc.
Best NextGen ESG initiative or offering – Americas
Pathstone
Best philanthropy initiative – MENA
Huriya Private Foundation
Best sustainability & ESG thought leadership – APAC
Maitri Asset Management
Fund Managers
Best ESG Equities Fund – APAC
Milltrust International Group
Best ESG Fund Methodology – Global reach
Trillium Asset Management
Best ESG Fund Performance – UK
Carbon Cap Management LLP
Best ESG Fund Performance – Global reach
Trillium Asset Management
Best ESG Hedge Fund – UK
Carbon Cap Management LLP
Best ESG Private Equity Investment Fund – Global reach
Earth Capital
Best ESG Thematic Fund – Global reach
TRIREC Holding Pte Ltd
Best Impact Fund Performance – APAC
Milltrust International Group
Best sustainability & ESG thought leadership – Europe
GIB Asset Management
Best sustainability & ESG thought leadership – Global reach
Sonen Capital
Law/Accounting Firms
Best ESG communication strategy – APAC
Stephenson Harwood
Best impact offering – APAC
Withersworldwide
Best philanthropy offering – APAC
Withersworldwide
Best sustainability & ESG thought leadership – APAC
Stephenson Harwood
Private Asset Managers and External Asset Managers
Best ESG portfolio (performance) – UK
Tribe Impact Capital
Best impact offering – UK
Tribe Impact Capital
Best sustainability & ESG thought leadership – UK
EQ Investors
Best sustainability & ESG thought leadership – APAC
Schroders Wealth Management
Best sustainability offering – APAC
Schroders Wealth Management
Private Banks
Best bank CSR staff programme – Global reach
Indosuez Wealth Management
Best bank diversity and inclusion programme – Global reach
Coutts
Best bank ESG communication strategy – Americas
Fifth Third Private Bank
Best bank ESG communication strategy – Global reach
Indosuez Wealth Management
Best bank for ESG portfolio (methodology) – Europe
RBC Wealth Management
Best bank for ESG portfolio (methodology) – Switzerland and Liechtenstein
VP Bank AG
Best bank for ESG portfolio (performance) – APAC
BNP Paribas Wealth Management
Best bank for sustainability & ESG thought leadership – APAC
LGT Private Banking
Best bank for sustainability & ESG thought leadership – Europe
RBC Wealth Management
Best bank for sustainability & ESG thought leadership – Global reach
RBC Wealth Management
Best bank impact offering – MENA
BNP Paribas Wealth Management
Best bank impact offering – Global reach
BNP Paribas Wealth Management
Best bank impact offering – Switzerland and Liechtenstein
LGT Private Banking
Best bank philanthropy initiative – APAC
BNP Paribas Wealth Management
Best bank NextGen ESG initiative or offering – APAC
BNP Paribas Wealth Management
Best bank philanthropy offering – USA
Bank of America Private Bank
Best bank philanthropy offering – Europe
Societe Generale Private Banking
Best bank philanthropy offering – Global reach
LGT Private Banking
Best bank SRI offering – MENA
BNP Paribas Wealth Management
Best bank SRI offering – Global reach
BNP Paribas Wealth Management
Best bank sustainability offering (investments) – UK
Coutts
Best bank sustainability offering (investments) – Global reach
HSBC
Best bank sustainability offering (investments) – Nordic
Nykredit Private Banking Elite
Best bank sustainability offering (investments) – Europe
Société Générale Private Banking
Technology Firms
Best diversity and inclusion programme – Global reach
SEI
Best ESG data solution – USA
FactSet
Best ESG data solution – Global reach
Refinitiv, an LSEG (London Stock Exchange Group) business
Best ESG reporting solution – Europe
aixigo
Best ESG reporting solution – Global reach
Moody’s ESG Solutions
Best ESG screening solution – Global reach
Moody’s ESG Solutions
Best sustainability & ESG thought leadership – UK
Oxford Risk
Best technology enabled ESG service – Global reach
InvestCloud
Best technology enabled ESG service – Europe
UBS Partner
Trust Companies
Best ESG communication strategy – USA
Fiduciary Trust Company
Best philanthropic offering – USA
Fiduciary Trust Company
Wealth Management Consultants
Best philanthropy initiative and offering – USA
Walker Philanthropic Consulting
Best sustainability & ESG thought leadership – USA
Arnerich Massena, Inc.
Best sustainability offering – Global reach
Ernst & Young
Frequently Asked Questions
Frequently Asked Questions
Q) Does the entering firm or individual need to be a subscriber to WealthBriefing, WealthBriefingAsia or Family Wealth Report?
A) No, this program is open to all firms and individuals active in wealth management or the family office sectors.
Q) Can my firm enter more than one category?
A) Yes, we encourage firms to enter as many awards that are applicable to their business.
Q) Do I need to use the submission form provided?
A) Yes, submissions shall only be accepted when using this document.
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 marketing package should you be successful. The judging process is completely independent of the commercial arrangements between the participants and the organisers. However it is expected that when the results are made public, winners will engage with the organisers to promote their win and also attend the awards ceremony to accept their trophy.
Q) How do you ensure that the judging process is independent and impartial?
A) The Judges are independent of the award organisers ensuring they 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 only share submissions with the panel responsible for judging those particular categories. Furthermore, our experienced team ensures that there is no conflict of interest before they share an entrant’s submission with anyone. All our judges have signed a Non-Disclosure Agreement.
Q) My submission is likely to be longer than the 1,000-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. Judges reserve the right to refuse to review submissions that do not comply. We also encourage against attachments to the submissions.
Q) Do I need to submit a separate submission for each category?
A) You will need to do a new form for each submission and you should also ensure that this specifically relates to the category for which you are entering. If you are using the same answers for multiple submissions this could result in your entry being marked down by the judging panel.
Q) Where is the winner’s announcement shared?
A) The winners are announced publicly the day after the official awards celebration and this is via our editorial and social media platforms.
Q) Can I speak to anyone on the team about my entry?
A) Yes, our experienced team is always available to assist you with preparation of your submission/s and any aspects of the process from start to finish. For any questions please contact either rachel.fokes@clearviewpublishing.com or siiri.piiroinen@clearviewpublishing.com