Overview

A warm welcome to the Seventh Annual WealthBriefing MENA Awards for Excellence 2020.

Now in its seventh year, and following the hugely successful Awards in 2019, we once again look forward to welcoming old and new faces celebrating their successes with their peers at our prestigious event hosted at the Sofitel Dubai Downtown, on 9th November 2020.

Entry Submission and Categories

The submissions process is now unfortunately closed.

For the 2020 Awards, the categories are to be focused around these main 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

We are introducing new and exciting categories including those covering the Levant, Southern Africa and Family Office communities.

Judging

As in previous years independence, integrity and genuine insight will be the watchwords of the judging process. The panels of judges are drawn from both private banks and trusted advisors/consultants to the sector who advise the Editorial Team at WealthBriefing. The team then makes the final decision based on their extensive knowledge and feedback from the region.

In order to avoid a conflict of interest the final decision is made by an independent team of domain experts who have reported daily on developments in the region for over 16 years.

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.

For further information on categories and sponsorship opportunities please see the link below

Media Pack

We very much hope you take part and look forward to welcoming you at the 2020 awards ceremony to celebrate your achievements.

For more information about the process please contact rachel.fokes@clearviewpublishing.com

Key Dates

Key Dates for Your Diary

  • Nominations  - Now Closed
  • Winners notified of their success - From 28 September 2020.
  • Gala celebratory dinner  - Monday 9 November 2020 (from 7.00pm), where the names of the winning companies will be publicly announced.

Judges

Private Bankers Panel

Alain Baron

Limited Partner - Head of MENA

Mirabaud & Cie SA

Alain Baron is an experienced investment professional, who has worked in the wealth management practice in the MENA Region for over 15 years building long-term investment objectives to maintain and […]

Bruce Weatherill

Chief Executive

Weatherill Consulting

Bruce is a chartered accountant with over 37 years financial services experience, previously a partner in PwC, latterly as Global leader of their Wealth Management practice and the key driver […]

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 […]

Daniel Williams

Managing Partner

Sigma Private Office

Daniel is the Managing Partner of Sigma Private Office, part of the Sigma Group. He has been advising HNW and UHNW individuals since 2006 and is an expert in Investment […]

Gary Dugan

CEO of The Global CIO Office

Purple Asset Management

Gary Dugan is CEO of The Global CIO Office and of Asset Manager, Purple Asset Management based in Singapore. Gary Dugan is a seasoned investment professional with 37 years’ experience working […]

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 […]

Ludovic Pernot

Head of Private Banking, Middle East

Liectensteinische Landesbank

Prior to joining Liechtensteinische Landesbank as head of private banking ME in 2017, Ludovic was head of MENA at Falcon Bank since 2014. Ludovic launched his career in banking at […]

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. […]

Martin Liebi

Deputy CEO, Head of Private Banking

Edmond de Rothschild Group

Martin Liebi has vast senior management experience in the banking and financial sectors with Swiss and international clients in all parts of Switzerland. Prior to his present role he was […]

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 […]

Sebastian Graewert

Chief Representative Officer, MENA & Asia

The Mauritius Commercial Bank

Sebastian is a senior banker and has been working in the Middle East since 2006. He started his career with Credit Suisse where for 14 years based in London, Zurich […]


Trusted Advisor Panel

Ismael Hajjar

Partner

PwC Middle East

Ismael Hajjar is a UAE based partner specialising in international tax & wealth structuring, family office and private capital advisory. Relevant experience: Ismael started his career in Europe and has […]

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. […]

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 […]

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 […]

Yann Mrazek

Managing Partner

M/HQ

Yann is the Managing Partner of M/HQ. He chiefly focuses on private wealth and immigration practice. He has vast experience advising successful individuals and entrepreneurial families with Middle Eastern exposure […]

Categories

The submission process for the Seventh Annual WealthBriefing MENA Awards for Excellence 2020 is now unfortunately closed. For any questions, please contact rachel.fokes@clearviewpublishing.com

Awards Winners Supplement


About our Sponsors

Category Sponsors


Venue

Sofitel Dubai Downtown

Address: Sheikh Zayed Road,Downtown Dubai - Dubai - United Arab Emirates

Charity


Here is a selection of some of our global charity partners that we supported through our previous awards programs help throughout the World.

Winners

Banking Categories - MENA

 

Best Overall MENA Private Bank

LGT Middle East

 

Best Overall International Private Bank (HQ outside MENA region)

HSBC Private Banking 

 

Best Asia-based Private Bank Active in MENA

Bank of Singapore

 

Best Private Bank Servicing the Expat UHNW Community

BNP Paribas Wealth Management

 

Best Private Bank Servicing NRI/NRP Clients

BNP Paribas Wealth Management

 

Best Private Bank – Client Digital Offering

Citi Private Bank MENA

 

Best Private Bank – Overall Client Service

Deutsche Bank 

 

Best Private Bank – ESG Offering

Standard Chartered Bank

 

Best Private Bank – Discretionary Fund Management (DFM) Offering

Arbuthnot Latham & Co

 

Best Private Bank – Credit Provider

BNP Paribas Wealth Management

 

Best Private Bank – Investment Management Platform

Citi Private Bank

 

Best Boutique Private Bank

Nedbank Private Wealth

 

Best Pure Play Private Bank

Bank of Singapore

 

Best Shariah-Compliant Wealth Management Offering

Lombard Odier

 

Best Private Bank Customer-Facing Digital Capabilities

LLB

 

Best Private Bank External Asset Manager (EAM) Proposition

Mirabaud (Middle East)

 

Best Private Bank Wealth Planning Team

BNP Paribas Wealth Management

 

Individual Country Categories

 

Best Private Bank Servicing United Arab Emirates

Mashreq Private Bank

 

Best Private Bank Servicing The Sultanate of Oman

LLB

 

Best Private Bank Servicing The Kingdom of Bahrain

LLB

 

Best Private Bank Servicing The State of Kuwait

Mirabaud (Middle East)

 

Investment Categories - MENA

 

Most Innovative Investment Proposition by a Private Bank

Lombard Odier

 

Best independent Wealth Manager or External Asset Manager (EAM)

Index & Cie

 

Investment Management Categories - MENA

 

Best Overall Fund Manager

REYL Finance (MEA)

 

Best Fund Manager - Global Reach

REYL Finance (MEA)

 

Best Fund Manager - Regional Reach

REYL Finance (MEA)

 

Best Real Estate Investment Proposition or Service

BNP Paribas Wealth Management

 

Best Private Equity Offering

BNP Paribas Wealth Management

 

Family Office Categories – MENA

 

Best Wealth Management Team Offering Family Governance Advice

Union Bancaire Privee

 

Best Wealth Manager Servicing Family Offices

Citi Private Bank

 

Wealth Management – Estate Planning Team

M/HQ

 

Technology Categories – MENA: (Open to Non-banking companies)

 

Best Front-Office Solution

Masttro

 

Best Transaction Processing Solution

FINARTIS

 

Best Onboarding Solution

Fenergo

 

Best Compliance/Regtech Solution

Fenergo

 

Most Innovative Wealth Management Client Solution

Tradesocio

 

Best Client Reporting Solution

Masttro

 

Best Client Accounting Solution

FundCount

 

Best Client Communication Solution

SS&C Advent

 

Most Innovative Overall Fintech Solution

Profile Software

 

Private Client/Consultancy Categories – MENA

 

Best Trust Company

Intertrust

 

Best Legal Advice Provision for UHNW individuals, Families or Wealth Managers

Al Tamimi & Company

 

Best Accounting Provision for Servicing Private Clients

Re/Think

 

Best Independent Trust or Fiduciary Company

Asiaciti Trust Administration Pte Ltd (Dubai Branch)

 

Best Estate Planning Service

EY Private - MENA

 

Best Family Office Advisory Offering

EY Private - MENA

 

Best Family Office Governance Service Provision

EY Private - MENA

 

Special Wealth Management Categories

 

Best Private Bank Marketing Campaign

Standard Chartered Bank

 

Best International Financial Centre (IFC)

Jersey Finance

 

Most Innovative Wealth Management Model

Standard Chartered Bank

 

Best Global Citizenship/Immigration Program Offering

Huriya Private

 

Individual Categories 

 

Leading Individual

M/HQ - Yann Mrazek

 

Leading Woman in Wealth Management

M/HQ - Kath Zagatti

 

Wealth Management Rising Star under 30

M/HQ - Celia Titouni

 

Wealth Management Rising Star under 40

M/HQ - Kath Zagatti


Winners Interviews


Photographs