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.
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
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 firstname.lastname@example.org
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.
Private Bankers Panel
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.
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 grow investors wealth. He joined Mirabaud Bank in 2012 and is currently serving as managing director, head of MENA markets. Since then he has aligned interests between family businesses through creating a mutual investment philosophy. As a non-executive director, Alain Baron is a member of the board of directors for Proton Partners International specialising in the development of the largest global network of proton beam therapy cancer centres across UK and the international market
Deutsche Bank Wealth Management
Patrick joined Deutsche Bank Wealth Management Dubai in 2019 as a director, from his previous position as senior vice president at DBS Private Banking Dubai. In his new role 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.
CEO of The Global CIO Office and of Asset Manager
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 in Managing Director roles at some of the world’s leading Banks and Wealth Managers.
For the past twenty years he has held Chief Investment Officer roles manging money for institutions such as sovereign wealth funds through to Ultra- High Net Worth clients. For the core of Gary’s career (1993-2004) he worked at JPMorgan. Subsequently he held CIO roles at Barclays, Merrill Lynch in Europe, and Emirates NBD and NBAD in the Middle East
Gary is well-known in the industry for his outspoken but often-timely call on financial markets. He has a track record of calling the markets crashes of 1987 and 2007 and the tech wreck of 2000. But he also saw the upside in markets advising clients at Merrill Lynch to buy equities on March 17th, 2009 within two days of the market low. More recently he was advising extreme caution on markets in early February 2020.
His views are widely featured on TV and quoted in the financial media. He regularly speaks at investment conferences throughout, the Middle East and Asia. In 2015, he was awarded GCC Private Banker of the year by Wealth Briefing
He has a degree in Economics from Salford University. He is an ASIP in the CFA Institute.
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 and Dubai he focused on investment banking services for UHNW and family office private banking clients. For UBS Wealth Management based in Dubai Sebastian was head of the firm’s representative office before moving to Asia as head of the MENA region based in Singapore.
Sebastian also has experience in Great Wealth and acted as Senior Investment Adviser to the Chairman of Equalis, a DIFC based Private Investment Company. Sebastian is currently Chief Representative Officer, MENA & Asia for The Mauritius Commercial Bank.
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.
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 a member of the executive committee and head of private banking at Notenstein La Roche Privatebank. Here he successfully managed various growth projects related to private clients whilst strengthening its offices in Switzerland. Before that role he was for seven years a member of the executive committee, head of the Zurich office and head of private banking at Schroders Switzerland, where he was in charge of the entire Swiss and international private client base. Martin has also worked with Lloyds TSB Bank in Geneva, and with Credit Suisse in Lugano.
Head of Private Banking, Middle East
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 Credit Suisse in 1989 where he stayed for 17 years. Over this time he rose through various senior appointments eventually to become head of Far East private banking for CS Geneva. In 2006 he moved to create the Geneva Booking Center FE/ME at Julius, becoming executive director of its Middle East ISC operation in 2008. In 2011 Ludovic was appointed CEO of Mirabaud Private Bank (Middle East), a role he grew until his appointment at Falcon Private Bank.
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.
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 of their bi-annual Wealth Management Report. Bruce is now CEO of Weatherill Consulting providing advice on client centricity and wider strategic matters to wealth managers. He is the author of The Value of Trust: the quest by Wealth Managers for Trusted Advisor status and a number of other thought leadership reports. Bruce is chairman of ClearView Financial Media and a non-executive of a number of companies including Fidelity Holdings UK, The Wisdom Council, ComPeer, JDX Consulting and Ten Group.
Daniel Williams is investment director for the British private bank Arbuthnot Latham and is head of investments for the bank’s Dubai office in the DIFC. Daniel joined Arbuthnot Latham in 2011 from a boutique investment house in London and has over 12 years’ experience working with International Investors. Having travelled in to the region since the opening of Arbuthnot’s office in 2013 he moved to the UAE in 2015 in order to provide full time support to clients in the region. Daniel is responsible for the investment outlook for HNW, UHNW, family office and trusts in the GCC and sits on the global investment committee for the bank.
Trusted Advisor Panel
Regional Director, Client Solutions, MENA
Asiaciti Trust Group
Laurence is regional director, client solutions, EMEA for Asiaciti Trust in Dubai, United Arab Emirates. He joined Asiaciti Trust in 2012 and has over 30 years’ experience in the offshore finance industry. Based in the Middle East for the past 20 years, he has particular skills and experience in cross-border planning, the establishment of offshore trusts and company formation. Before joining Asiaciti Trust he held a number of senior positions within the trust and fiduciary industry and more recently was head of fiduciary services, MENAP for a major international financial institution in the Dubai International Financial Centre. He is a full member of STEP Worldwide (Society of Trust and Estate Planners) and was the founding Chairman of STEP Arabia.
CEO & Founder
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.
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).
Managing Director, COO Middle East & Africa
BNP Paribas Wealth Management
Jacques-Antoine is the Chief Operating Officer of BNP Paribas Wealth Management Middle East & Africa (MEA) since early 2019. He is based in Dubai from where he oversees the regional operations of the MEA market.
Before joining BNP Paribas, he was the Head of Business Management for the Global South Asia and Middle East business for Bank of Singapore in Dubai. Prior to that, Jacques-Antoine spent more than 11 years at Barclays in their Wealth Management division across Europe and the Middle East.
Jacques-Antoine brings over 15+ 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 a MSc in Finance & Law from EM Lyon Business School.
Yann is the Managing Partner of M/HQ. He chiefly focuses on private wealth, tax 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, and is a Guest Lecturer at Fribourg University, Switzerland, LLM in International Business Law – Doing Business in the Middle East.
The submission process for the Seventh Annual WealthBriefing MENA Awards for Excellence 2020 is now unfortunately closed.
For any questions, please contact email@example.com
About our Sponsors
smartKYC takes a name (of an individual or a company) and transforms it into all possible variants and transliterations across multiple languages and cultures. It then searches for the resulting set of names across all desired sources (e.g. Google/Bing, LexisNexis/Factiva, Dow Jones, other watch lists, company registries, social media).
Intelligent tools allow to calibrate the desired precision and recall across sources and to eliminate false positives and duplicates. Using semantic technology, the system scans both structured and unstructured results for red flag and assembles a comprehensive report that covers items such as political exposure, close associates, shareholders/directors, adverse media, legal issues, sources of wealth and corporate affiliations. Some of the languages supported for both name matching and red flag identification are: English, French, Russian, Arabic, Chinese, German.
The company is based in London but operates worldwide.
Sofitel Dubai Downtown
Address: Sheikh Zayed Road,Downtown Dubai - Dubai - United Arab Emirates
We are an education charity supporting pupils from disadvantaged backgrounds to achieve a meaningful level of academic attainment, helping them to progress to further education, employment or training.
Cure Alzheimer’s Fund was established in 2004 to fund targeted research with the highest probability of slowing, stopping or reversing Alzheimer’s disease through venture based philanthropy. All organizational expenses are paid for by the Founders and Board, allowing all other contributions to be applied directly to Alzheimer’s Disease research. Our foundational research is focused on identifying all the genes and gene mutations that are linked to Alzheimer’s Disease.
Nerve Tumours UK provides support and information, as well as campaigns and raises awareness on behalf of over 26,500 people in the UK who have Neurofibromatosis (NF1 and NF2) and Schwannomatosis. We’re here to improve lives for people with nerve tumours, by making sure those affected have access to the help they require.
Here is a selection of some of our global charity partners that we supported through our previous awards programs help throughout the World.