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 17 April, 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

Peter Bruce-Clark

Partner

Social Impact Capital

Peter is Partner at Social Impact Capital, an early-stage impact venture capital firm based in New York and Silicon Valley. Prior to SIC, Peter was former Head of Business Development […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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, […]

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 […]

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 […]

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 […]

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 […]

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 […]

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, […]

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 […]

Susan Winer

Co-founder and Chief Operating Officer

Strategic Philanthropy

Susan is Principal and Co-founder of Strategic Philanthropy, Ltd. Since 2000, Strategic Philanthropy, Ltd., has provided customized support to high net worth individuals, families and closely held companies to help […]


Categories

Award Categories

The WealthBriefing  Wealth For Good Awards program is designed to award firms and individuals for their ESG, Impact, Diversity and Inclusion initiatives, efforts and success in their operations.

Steps to Enter

1.  Register here for the Second WealthBriefing Wealth For Good Awards 2023

2. Fill out your details and select the categories you would like to enter.

3. Once you submit the form, you will receive a confirmation with a downloadable nomination form

  • Fill in the name of your firm or individual (as they would like to appear in all communications in reference to the Awards program).
  • Select how you would like to submit your nomination.
    • Written: Answer the questions on the form (not exceeding the total word count of 1000)
    • By video: Answer the questions listed on the nomination form in a video recording
    • With a PowerPoint presentation (with or without voiceover)
  • Examples to illustrate your submission can be included by active links to PDFs, audio and/or video files (no more than 3 relevant examples)

4. Send the nomination form(s) to siiri.piiroinen@clearviewpublishing.com by 3 March 2023.

5. Winners and commended firms and individuals will be notified from 17 April 2023 and will be offered marketing packages to prepare the celebration and announcement of their success.

6. Winners will be announced in WealthBriefing and Family Wealth Report editorial, website and social media channels from 6 July 2023.

 

Guidance for Entry

Judges will be looking for clear evidence of how ESG, Impact, Diversity and Inclusion initiativesprogrammes and offerings are differentiated from other “mainstream” products and services offered by entrants. They will take note of how these offerings, services and products conform to the established relevant definitions in each category and also how effectively they have been implemented throughout the organisation and accepted and appreciated by clients. Please include the following components in your submission:

  • a clear statement of what each service line is attempting to achieve;
  • metrics used to assess how well it has lived up to its own expectations, including explanations of methodologies;
  • testimonials from clients and other interested parties; and
  • real life examples and the extent to which entrants have used the service line in question to influence the overall culture of the organisation in regard to ESG, sustainability and impact.

In the thought leadership category judges will be looking for material and activity that adds to understanding and appreciation of this area amongst clients, the industry and/or the general public and could be in any format appropriate to the audience.

The research category applies to published material on specific topics, companies, sectors or investments that are specific to this sector.

The communication strategy category applies to internal and/or external communication and also includes a review of how the strategy has been implemented.

The diversity and inclusion category will be judged on the widest criteria of these terms and will not only look at the way that statutory obligations are met but also how personal differentiators such as education, class and professional backgrounds are brought into the fold of a diverse and inclusive talent pool.

In the CSR category judges will be looking for examples of the organisation initiating community activities for employees to engage with and also implementing schemes that have been brought forward by employees for consideration. The ways in which CSR activities can blend with work activities is an important part of this process. Specific examples and positive outcomes will be very much appreciated by the judges.

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).

About our Sponsors

Silver Sponsor


Category Sponsors


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

Q) Do I/my firm need to subscribe to one of the publications to enter the awards program?

A) No, you can enter the program without being a subscriber, and if you are not yet a subscriber, we’d like to invite you to a complimentary trial to one of our publications here.

Q) Is there any upfront cost to enter?

A) No, there is no upfront cost to enter, but you will be offered to acquire a winner’s package should you be successful.

Q) How do you ensure that the judging process is independent and impartial?

A) We have various judging teams responsible for judging a number of categories. The judging will be a two-stage process. First, the judges will each review and score the submissions . Then, the collated scores will be reviewed and winners and commended firms will be chosen.

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.