Awards
The Tenth Annual WealthBriefing European Awards 2022
Wednesday - 30th March 2022
Sheraton Grand Park Lane
Piccadilly, London W1J 7BX United Kingdom
Overview
WealthBriefing is excited to announce the launch of its 2022 European Awards programme.
Now celebrating its tenth anniversary, and building on the long-standing success of its independent judging process, nominations for The Tenth Annual WealthBriefing Awards 2022 are now open.
Having reported on the wealth management industry for over 16 years and being responsible for many research reports specifically covering European wealth management market, WealthBriefing is well placed to oversee a process that fairly rewards achievement, top class performance and innovation.
WINNING AN AWARD
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.
If your firm is successful there is a wide range of ways in which this achievement can be promoted, ranging from logos, editorial and website entries, social media postings, professional videos and entry into the Annual Winners Acclaim magazine.
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 and this obligation is separate to attendance at an awards ceremony.
CATEGORIES
For those new to the awards, the categories are focused around three main areas:
- Experts (individuals and teams)
- Products
- Services (for wealth managers and clients/institutions of all sizes and types)
JUDGING PROCESS
Within our global awards programmes, independence, integrity and genuine insight are the watchwords. The judging process is always conducted by expert panels drawn from the wealth management industry.
Each judge signs an NDA to ensure that all the information that they see in submissions remains strictly confidential.
GALA DINNER
We will be hosting a gala dinner at the Sheraton Grand Park Lane, London, on Wednesday 30th March 2022 to give winners a chance to celebrate their success with their peer group.
SPONSORSHIP
For further information on categories and sponsorship opportunities please see here.
CONTACT
For more details about the awards process please contact rachel.fokes@clearviewpublishing.com
Key Dates
- Nominations open – 2nd September 2021
- Nominations Close – 17th December 2021 (at Midnight)
- Winners, Finalists and Commended firms notified of their success – From 31st January 2022.
- Black-tie gala celebratory dinner – Wednesday 30th March 2022 (from 7.00pm), where the names of the winning companies will be publicly announced.
Venue
Sheraton Grand Park Lane
Address: Piccadilly, London W1J 7BX United Kingdom
Frequently Asked Questions
Q) Do I/my firm need to be a subscriber to WealthBriefing?
A) No, this program is open to all relevant firms.
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) Is the process open to firms that are not active within Europe?
A) The judges will only consider submissions from firms that are active in the region.
Q) How do you ensure that the judging process is independent and impartial?
A) To avoid any conflict of interest we have three judging panels. One panel of bankers who judges the trusted advisor categories. Another panel of trusted advisors who are responsible for judging the banking categories and finally a panel of experts to judge the technology categories.
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 (NDA).
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.
Finalists
ALL CATEGORIES
1762 from Brewin Dolphin Abbove (PaxFamilia) ABN Amro aixigo Altoo Artorius Wealth Banque Lombard Odier & Cie SA Barclays Bank Monaco Barclays Private Bank BITA Risk BlockEx BNP Paribas Wealth Management BNY Mellon Pershing Bordier UK Brown Shipley Capital Generation Partners Citi Private Bank CREALOGIX Crestbridge Druces ERI Banking Software EY FactSet Handelsbanken Wealth & Asset Management HSBC Private Banking Ince Indosuez Wealth Management InvestCloud Investec Julius Baer Group Julius Baer International KA Watson Consultancy Limited Kleinwort Hambros KYC Portal Laserfiche Lincoln Private Investment Office Lombard International Assurance Multrees Investor Services Nice Actimize Nykredit Private Banking RBC Wealth Management REYL Group Sionic SS&C Advent Standard Bank Offshore Trust Company Jersey Standard Chartered Stonehage Fleming swissQuant Group Syz Group Taranis Tiller Technologies Limited Titan Asset Management Union Bancaire Privée, UBP SA VAR Capital Waverton Investment Management WIZE by TeamWork ZEDRAWinners
United Kingdom Private Banking Categories
Overall UK Private Bank
Barclays Private Bank
UK Domestic Clients Team
Kleinwort Hambros
UK International Clients Team
Standard Chartered
UK HNW Team
Citibank UK Limited
UK UHNW Team
HSBC Private Banking
UK Wealth Planning Team
Investec
UK Wealth Planning Team - Highly Commended
Julius Baer International
UK International Wealth Planning Team
HSBC Private Banking
UK Client initiative
HSBC Private Banking
UK Charity Team
Waverton Investment Management
UK Private Bank - Client Service
Lombard Odier
UK Private Bank - Leadership Team
Kleinwort Hambros
UK Private Bank - Talent Management & Diversity
Standard Chartered
UK Private Bank - Best Credit Provider
Brown Shipley
UK Private Bank Customer Facing Digital Capabilities (Banking)
Citibank UK Limited
European Wealth Management Categories
Overall European Private Bank
BNP Paribas Wealth Management
European Domestic Clients Team
Nykredit Private Banking
European International Clients Team
Citi Private Bank
European HNW Team
REYL Group
European UHNW Team
Citi Private Bank
European Private Bank - Client Service
Indosuez Wealth Management
European Private Bank - Client Initiative
BNP Paribas Wealth Management
European Private Bank - Talent Management
Nykredit Private Banking
European Private Bank - Credit Provider
Societe Generale Private Banking
European Private Bank - Customer Facing Digital Capabilities (Banking)
BNP Paribas Wealth Management
European Private Bank -Wealth Planning Team
ABN AMRO
Wealth Management Business - Benelux
Indosuez Wealth Management
Wealth Management Business - The Iberian Region
BNP Paribas Wealth Management
Wealth Management Business - The Principality of Monaco
Barclays Private Bank Monaco
Investment Management Categories
Specialist Investment Manager with Assets Under Management up to £2 Billion
Tribe Impact Capital
Specialist Investment Manager with Assets Under Management over £5 Billion
Bordier UK
Specialist Wealth Manager with Assets Under Management up to £2 Billion Artorius Wealth
Specialist Wealth Manager with Assets Under Management between £2-£5 Billion
Handelsbanken Wealth & Asset Management
Specialist Wealth Manager with Assets Under Management over £5 Billion Lombard International Assurance
Private Investment Office
VAR Capital
Multi Family Office over £3 Billion Assets Under Management
Stonehage Fleming
Fund Manager
Taranis
Alternative Investment Manager (Bank/Institutional)
Syz Capital
External Asset Management Platform & Offering
WIZE by TeamWork
Platform Provider
Multrees
FX Solution Provider
Indosuez Wealth Management
Structured Product Provider
Indosuez Wealth Management
Most Innovative Thematic Proposition
Titan Asset Management
Discretionary Fund Management (DFM) Offering
Bordier UK
Private Client Categories
Private Client Law Firm
Stephenson Harwood
Private Client Lawyer
Nicholas Rucker - Ince
Tax Team
EY
Independent Trust or Fiduciary Company
ZEDRA
Independent Trust or Fiduciary Company - Highly Commended
Accuro Trust (Jersey) Limited
Institutional Trust or Fiduciary Company
RBC Wealth Management
Institutional Trust or Fiduciary Company - Highly Commended
Standard Bank Offshore Trust Company Jersey
Management Consultancy
Sionic
Wealth Planning
1762 from Brewin Dolphin
Wealth Management Technology Categories (Vendors Only)
Front Office Solution
SS&C Technologies: Genesis
Transaction Processing Solution
ERI
Portfolio Management
Tiller Technologies
Client Communications
Abbove (PaxFamilia)
Client Reporting
Altoo
Compliance
Laserfiche
Compliance - Highly Commended
NICE Actimize
CRM System
InvestCloud
Client Lifecycle Management Solution
KYC Portal
Data Provider
Factset
Suitability Product
NICE Actimize
Risk Management
swissQuant Group AG
On-Boarding
CREALOGIX
Innovative Client Solution B2B
Nucoro
Change Management Process/ Implementation of a Technology Solution
ERI
Best Blockchain and Digital Assets Fund Manager
Block Asset Management
Innovative Wealthtech Solution B2B
BITA Risk
Innovative Wealthtech Solution B2C
swissQuant Group AG
Technology Outsourcing Solution
BNY Mellon Pershing
Blockchain-based Sourcing Solution
BlockEx
Robo-Advisory Solution
aixigo
Chief Executive Officer - Technology
Chris Fisher - Multrees
Wealth Management Technology Categories (In-house)
Innovative Client Solution
Julius Baer
Innovative Use of Artificial Intelligence
Julius Baer
Special Wealth Management Categories
Marketing or PR Campaign
Lombard Odier
Diversity and Inclusion in Wealth Management (Company)
Investec
Wealth Management Executive Search Firm (Europe)
Stephenson Executive Search
Global Custodian to Private Client Businesses
Northern Trust
Philanthropy Offering/Initiative of the Year
ABN AMRO
Most Promising New Entrant
Altoo
Most Innovative Wealth Management Model
aixigo
M&A Advisor
EY
ESG
Coutts
Leadership Categories
Leading Individual (Banker)
Tom Road - Barclays Private Bank
Leading Individual (Advisor)
Robert Macro - Druces LLP
Outstanding Contribution to Wealth Management Thought Leadership (Company)
EY
Women in Wealth Management (Individual Contribution)
Charlotte Thorne - Capital Generation Partners
Women in Wealth Management (Company Contribution)
Citi Private Bank
Chief Executive Officer
Alan Mathewson - Brown Shipley
Chief Investment Officer
Fahad Kamal - Kleinwort Hambros
Chief Operating Officer
Tara Palmer - Kleinwort Hambros
Rising Star Under 30
Louisa Carruthers - Lincoln Private Investment Office
Rising Star Under 40
Danielle Cottignies - Crestbridge
Rising Star Under 40 - Highly Commended
Neil De Sousa - HSBC Private Bank
Lifetime Achievement
Eric Syz - Syz Group
Awards Winners Supplement
Photographs
Previous Winners
Overall UK Private Bank
HSBC Private Banking
UK Domestic Clients Team
Barclays Bank
UK International Clients Team
Standard Chartered Private Bank
UK HNW Team
Handelsbanken Wealth & Asset Management
UK UHNW Team
Deutsche Bank – Winner
VAR Capital – Highly Commended
UK Wealth Planning Team
Close Brothers Asset Management
UK Charity Team
Waverton Investment Management
UK Private Bank – Client Service
HSBC Private Banking
UK Private Bank – Investment Management Platform
Citi Private Bank
Private Bank – Talent Management & Diversity
Kleinwort Hambros – Winner
HSBC Private Banking – Highly Commended
UK Private Bank – Best Credit Provider
Brown Shipley
UK Private Bank Customer Facing Digital Capabilities (Investments)
Close Brothers Asset Management
EUROPEAN WEALTH MANAGEMENT CATEGORIES
Overall European Private Bank
BNP Paribas – Winner
Quintet Private Bank – Highly Commended
European Domestic Clients Team
Nykredit
European International Clients Team
Citi Private Bank
European HNW Team
REYL Group
European UHNW Team
Citi Private Bank
European Private Bank – Client Service
Indosuez Wealth Management
European Private Bank – Investment Management Platform
Citi Private Bank
European Private Bank Talent Management
Nykredit
European Private Bank Best Credit Provider
BNP Paribas
European Wealth Planning Team
Société Générale Private Banking
Wealth Management Business – Benelux
Société Générale Private Banking
Wealth Management Business – The Nordic Region
Union Bancaire Privée (UBP)
Wealth Management Business – The Iberian Region
BNP Paribas
Wealth Management Business – Central or Eastern Europe Region
Family Office Private Banking VTB
Wealth Management Business – The Principality of Monaco
Indosuez Wealth Management
INVESTMENT MANAGEMENT CATEGORIES
Specialist Wealth Manager
Bordier UK
Specialist Investment Manager
Tribe Impact Capital – Winner
Julius Baer – Highly Commended
Investment Consultancy
Peritus Investment Consultancy
Private Investment Office
Capital Generation Partners
Multi Family Office
Stonehage Fleming
Fund Manager
Sanlam
Investment Product Provider
Block Asset Management
Alternative Investment Manager
Syz Capital – Winner
Bite Investments – Highly Commended
External Asset Management Platform & Offering
Julius Baer – Winner
Wize by TeamWork – Highly Commended
Platform Provider
Wize by TeamWork
FX Solution Provider
Hamilton Court
PRIVATE CLIENT CATEGORIES
Private Client Law Firm
Stephenson Harwood
Offshore Law Firm
Carey Olsen
Private Client Lawyer
Taylor Wessing
Family Law Legal Team
UFG Wealth Management
Pensions Advisor of the Year
Strabens Hall – Winner
RiverPeak Wealth – Highly Commended
Westminster Wealth Management – Highly Commended
Tax Team
Taylor Wessing – Winner
UFG Wealth Management – Highly Commended
Handelsbanken Wealth & Asset Management – Highly Commended
Independent Trust or Fiduciary Company
Accuro – Winner
Saffery Champness – Highly Commended
Institutional Trust or Fiduciary Company
JTC
Estate Planning
Taylor Wessing
Management Consultancy
EY – Winner
Sionic – Highly Commended
Private Client Wealth Planning
Lombard International Assurance – Winner
Sanlam – Highly Commended
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (TECH VENDORS ONLY)
Front Office Solution
InvestCloud
Transaction Processing Solution
Avaloq
Portfolio Management
SS&C Advent
Client Communications
Novastone Media
Client Reporting
FundCount
Compliance
NICE Actimize
CRM System
InvestCloud
Client Lifecycle Management Solution
Fenergo – Winner
Sionic – Highly Commended
Data Provider
Morningstar
Client Accounting
Citco
Suitability Product
Oxford Risk
Risk Management
KlarityRisk
On-Boarding
Tiller Technologies
Innovative Client Solution
Bite Investments
Change Management Process/Best Implementation of a Technology Solution
Julius Baer
Innovative Wealthtech Solution
Additiv AG – Winner
Innovative Use of Artificial Intelligence
RecordSure – Winner
Avaloq – Highly Commended
Overstone Art – Highly Commended
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (IN-HOUSE)
Innovative Client Solution (In-house)
BNP Paribas
Change Management Process/Best Implementation of a Technology Solution (In-house)
Indosuez Wealth Management
Innovative Use of Artificial Intelligence (In-house)
Indosuez Wealth Management
SPECIALIST WEALTH MANAGEMENT CATEGORIES
Marketing or PR Campaign
Morningstar – Winner
Handelsbanken Wealth & Asset Management – Highly Commended
Corporate Social Responsibility/Diversity
RBC Europe
Wealth Management Executive Search Firm (Europe)
Stephenson Executive Search
International Finance Centre
Qatar Financial Centre
Global Custodian to Private Client Businesses
Northern Trust
Philanthropy Offering/Initiative of the Year
ABN AMRO
Most Promising New Entrant
Bite Investments
Most Innovative Wealth Management Model
Tribe Impact Capital – Winner
City Wharf Private Wealth – Highly Commended
M&A Advisor
EY
ESG
Coutts
LEADERSHIP CATEGORIES
Leading Individual (Banker)
Kleinwort Hambros – Rebecca Constable
Leading Individual (Advisor)
Sionic – Gilly Green
Saffery Champness – Lisa Vizia – Highly Commended
Taylor Wessing – Michael Yates – Highly Commended
Outstanding Contribution to Wealth Management Thought Leadership (Individual)
Somers Partnership – Mark Somers
Outstanding Contribution to Wealth Management Thought Leadership (Company)
Winner-BNP Paribas
EY
Women in Wealth Management (Individual Contribution)
Crestbridge – Heather Tibbo
Women in Wealth Management (Company Contribution)
Winner-Indosuez Wealth Management
Diversity in Wealth Management (Company)
Julius Baer
Chief Executive Officer
Kleinwort Hambros – Mouhammed Choukeir
Chief Investment Officer
Brown Shipley – Toby Vaughan
Chief Operating Officer
Oak Group – Graham McCormack
Rising Star Under 30
Barclays Private Bank – Olivia Lewis
Rising Star Under 40
Strabens Hall – Nick Toubkin
Categories
The submission process for The Tenth Annual WealthBriefing European Awards 2022 is now unfortunately closed. For any questions, please contact rachel.fokes@clearviewpublishing.comHeadline Sponsor
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