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

Managing Director

AlTi Tiedemann Global

Jennifer co-leads AlTi’s impact investing strategy globally and directly oversees the firm’s Inclusive Innovation strategy, which is aimed at building thriving and equitable communities through investments that improve access and […]

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 […]

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

Partner & UK Wealth Management Lead

EY

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

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

Founder

Boon Impact Limited

Boon Consulting was founded by Sianne Haldane. Sianne is a STEP qualified lawyer with over twenty years experience working and consulting in the third sector as well as advising private […]

Elise Hockley

Communications Director

Ocean Risk and Resilience Action Alliance (ORRAA)

Elise is Communications Director of the Ocean Risk and Resilience Action Alliance (ORRAA), a unique multi-sector collaboration between the private sector, governments and civil society designed to build resilience in […]

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

Recently recognised as “tax & trusts lawyer of the year” (Spears’ Wealth Management Awards 2022), James is the head of our private wealth team. James is widely regarded  as one […]

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 […]


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

Awards Winners Supplement


About our Sponsors

Silver Sponsor


Category Sponsors


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