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

Key Dates for Your Diary
  • 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.

Judges

Our global awards program is built on the independence of our judges. Each judge will have signed an NDA to ensure that all the information they receive in the submissions is kept in the strictest confidence. Further judges shall be announced in due course.

Private Bankers Panel

Gillian Austin-King

Global Head of Cyber Programmes

HSBC Bank

Gillian is a chartered accountant, a chartered banker and a member of the CISI with MBAs in both banking and finance, and degrees in economics and law. Gillian started off in audit with Price Waterhouse before moving into industry post-qualification. She spent several years working for various financial institutions as well as working for a number years as a senior management consultant, before moving to a role as head of change at a small private bank. Gillian is currently heading up the cyber security programme for global payments at HSBC.

Eric Barnett

Director

EFG Bank UK

Eric Barnett is an independent non-executive director of EFG Bank UK Limited, having previously been chief executive officer of Kleinwort Hambros, the UK private bank formed from the old SG Hambros and Kleinwort Benson businesses for 11 years 2007-2018. He has over 30 years’ experience in Wealth Management, with a particular focus on commercial and strategy, and has been behind a number of well-known acquisitions in the sector. He is also currently working with a challenger bank in the SME sector.

Liz Bottomley

General Manager - BOS Wealth Management UK Branch

Bank of Singapore

Liz Bottomley was appointed General Manager of BOS Wealth Management Europe's (BOSWME) UK Branch in January 2019, having joined the London branch of OCBC Banking November 2018. As the General Manager of the UK Branch, she is responsible forgrowing the business for BOSWME in the UK, targeting internationally focused clients who
are UK resident. BOSWME is an asset management business, headquartered in Lux, and is a wholly owned subsidiary of BOS.

Liz has been advising private clients for over 25 years in Europe and Asia. Liz was previously the Head of Private Banking at Arbuthnot Latham, a boutique private bank in London
where the private banking business grew substantially under her tenor. She created a team to focus on international clients, particularly those living in Europe and Singapore
and Hong Kong in terms of Asian focus. Previously she had a successful and varied career with Coutts & Co covering private, commercial and international private banking and asset management. This culminated in her leading the Asia/Africa Team in London targeting high net worth clients living in those areas.

Liz is married to John and they have 3 children.

Jacqui Brabazon

Chief Marketing Officer (Retired)

Jacqui Brabazon is a retired financial services professional with over 35-years of experience covering Marketing, HR, Talent, Philanthropy and Client Management including 20 years in global and regional roles.

Most recently Jacqui was Chief Marketing Officer of the International Private Bank at J.P. Morgan prior to which she ran the Private Bank’s Asia Marketing function. Before J.P. Morgan, Jacqui spent 14 years at Standard Chartered Private Bank (formerly American Express Private Bank) where she held a variety of positions that combined the Global CMO role with the Head of Talent Enhancement, Philanthropy and Alternative Distribution and Key Client Management.

Previous experience also includes 11 years at Kleinwort Benson in various roles including running a Private Bank Client Management unit, Marketing, Business Development and HR.

Jacqui holds a BSoc Sci from Birmingham University and a Post Graduate Diploma in Personnel Management.

Etienne D'Arenberg

Partner

Bank Mirabaud

Etienne d’Arenberg, born 1967, is a Limited Partner at Mirabaud since 2011. He joined the group in 1999 and has developed a very significant portfolio of private clients, including large families and entrepreneurs, who learnt to appreciate his strong investment convictions, his holistic approach to assessing their environment, and his very close attention to their needs.

In 2016, he took over the management of the UK market for the group and sits on the board of Mirabaud Europe Ltd, the European bank of the group. In 2019, in the context of Brexit, Etienne moved to the UK to follow more closely the development of the UK political, legal and tax environment.

Starting his career at the Compagnie Générale des Eaux, one of the world's largest utilities at the time, Etienne joined in 1995 Creditanstalt Investment Bank (CAIB) in Vienna as a Managing Director focusing on CEE countries and in charge of the group wide asset management and of the private equity departments.

Etienne d’Arenberg sits on or chairs several charity boards, most notably linked to music, in Switzerland, Europe and United Kingdom and sits on the board of his own family's Family Office. He holds a MSc (Mgt) from Boston University and graduated from the Hotel Management School of Lausanne. He speaks fluently French, English, German and Italian and has a fair knowledge of Spanish and Dutch.

James Fleming

Vice Chairman

VAR Capital

James is an experienced C-Suite Executive and a leader of businesses focused on Private Wealth Management and broader financial services. Following the sale of Sandaire at the end of last year, James has been building a portfolio of senior non-executive roles, including being recently appointed as Vice Chairman of VAR Capital Limited.  

James has over 30 years of experience of advising families with significant wealth both in the UK and internationally. James joined Sandaire as Chief Executive in 2017 from Arbuthnot Latham & Co. Private Bank where he was Chief Executive and latterly Vice Chairman. James led the transformation of the business, adding an extensive range of expertise and services, which enabled Arbuthnot Latham & Co. to become a leading Private Bank in the UK.

James started his career at Hambros Bank and moved from the role of Managing Director of SG Hambros (UK) in 2002 to the private bank, Coutts & Co., where he headed the International Division including responsibility for the Bank’s offices in the Crown Dependencies, Monaco and the Middle East.

Gilly Green

Managing Partner

Sionic

Gilly heads up the Wealth Management & Private Banking practice globally for Sionic.  She is known as an inspirational leader in the sector and has been the proud holder herself of the Leading Individual Adviser Award 2021.  Gilly has spent more than 35 years in the industry, including 20 years as a specialist management consultant, advising wealth managers, private banks and retail platforms at CSTIM, Knadel and, since 2019 Sionic – which, in December 2021, announced its acquisition to become part of the Davies Group.

Gilly started her career working for United Dominions Trust and Coutts & Co, before mixing it up with a stint in a technology firm, ACT Financial Systems.  It was here she rose to an Executive Board position with responsibility for product strategy and acquisitions and got a taste for consulting.

Gilly also spent time at Northern Trust as head of Family Office Proposition for EMEA, and in an interim role running client services for the division in Guernsey, covering trustee, banking, custody and fund administration for family funds.

Gilly is an expert in strategy execution, client proposition, digital solutions, operating model design and outsourcing negotiations, and says that “Pragmatism is key to my approach.  I advise with empathy – I know how uncomfortable change can be and totally understand what it feels like to sit in the client’s chair.”

Martin Heale

Director

Schroder US Wealth Management

Martin heads the Schroder Wealth Management (US) team specialising in international wealth management for US clients residing in the US, UK and elsewhere. Prior to joining Schroders, Martin was managing director and head of Americas at the Royal Bank of Canada Wealth Management International in London, and before that head of private wealth management at Kleinwort Benson. A stockbroker by training, Martin has over 30 years’ experience in advising clients and working in partnership with clients’ other professional advisors. He is also a Registered Investment Advisor with the Securities Exchange Commission (SEC) and sits on the expert panel for the Society of Trust and Estate Practitioners (STEP).

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, with the majority working for HSBC Group. He was appointed CEO, HSBC Life (UK), and Head of UK Insurance in November 2015. He is responsible for the Life manufacturing business and General Insurance Partnerships across HSBC, First Direct and M&S Bank.

Between two tenures at HSBC, Mark spent three years with Kleinwort Benson as Head of Private Wealth Management UK and the Channel Islands. This gave him responsibility for both Private Banking and Private Fiduciary Services in the UK, Channel Islands and Internationally. He was a member of the Kleinwort Benson group regional executive committee and sat on the board of Kleinwort Benson Trustees.

Sean Kiernan

CEO and Founder

Greengage

Sean Kiernan is the Founder and CEO of Greengage. He has extensive experience in financial services, having worked in various executive management positions. He founded Greengage after working at the first bank in the world to offer crypto products to clients, Falcon Private Bank, where he served as the COO and Interim CEO of the London operation until leaving to establish Greengage.  

 Prior to that he held management positions at Clariden Leu, a division of Credit Suisse, and Zurich Financial Services. Mr Kiernan has an MBA from the University of St. Gallen and a BSc from Georgetown University. 

Penny Lovell

CEO Private Investment Office

Sanlam

Penny has more than 20 years experience advising private clients, families and charities and joined Sanlam to develop their high net worth and family office offering in September 2017. Prior to this she held various executive roles in wealth management. At Close Brothers she was head of private client and responsible for marketing and distribution across the various business channels. Before that she was managing director at Rothschild. Penny was also head of business development and marketing at Fleming Family & Partners where she also covered philanthropy and financial education. Penny also sits on the boards of Pennies, The Digital Charity Box, Prism the Gift Fund and the development board for Park Theatre.

Glenn Murphy

Chief Operating Officer

Multrees

Glenn is Chief Operating Officer for Multrees, where he delivers improved business target operating models.  Glenn’s role includes delivering strategic operating and technology platforms to enable the business to offer robust solutions and improved processes for the benefit of clients.

Glenn is an experienced financial services and technology executive, with over 20 years of leadership experience in a wide variety of positions, having previously served as Chief Operating Officer for Stonehage Fleming and other lead roles for Schroders, Cazenove Capital, London & Capital and Rathbones. He is an active member of the Chartered Institute of Securities & Investments and CFA UK.  Glenn holds a Bachelor of Science degree, having studied Applied Physics and Computer Science.  He is Investment Management certified (IMC) and qualified in Investment Operations (IOC).  Glenn was also previously a non-executive director for a number of UCITS funds.

Glenn regularly attends and speaks at industry events, panels and has written over 30 articles on the areas of innovation in banking and investment management.  Outside of industry Glenn is a qualified coach, a member of Mensa and also has his own charitable foundation focused on supporting new charity start-ups and directed philanthropy.

A. Test Person

Director

Atest Company

A biography here

Tom Slocock

Managing Director - Head of International Product Development and Origination

iCapital Network

Tom is a Managing Director and Head of International Product and Origination at iCapital Network, responsible for the development and expansion of the firm’s product offering in markets outside the United States. Tom has almost 30 years of experience within wealth management working with clients and managing teams, businesses, and global product classes. Prior to joining the firm, Tom spent 11 years at Deutsche Bank Wealth Management, most recently as head of the Global Funds Group, overseeing the sourcing, research, structuring, marketing, and servicing of both traditional and alternative fund offerings across all client franchises. Previously, Tom was CEO of Deutsche Bank’s UK wealth management business. Before joining Deutsche Bank, Tom spent a decade at Credit Suisse, where his last role was as the London Head of International Private Banking. He started his career in wealth management at Goldman Sachs in London. Tom holds a BA/MA degree in Zoology from Oxford University and completed the Senior Executive Programme at London Business School.

Emma Wheeler

Director, Client Strategy Office

UBS Global Wealth Management

Emma Wheeler is a Director with responsibility for female client strategy at UBS Global Wealth Management. She is an experienced communications, marketing and business development
strategist with a demonstrated history of working with global brands, particularly around change management within professional services businesses. At UBS she is responsible for the banks focus on women and their unique financial needs. Before joining UBS Global Wealth Management in early2018, Emma was head of content for a global private wealth law firm where she led the firms content strategy and approach to thought leadership.

She is a graduate of London University, with a degree in English and Classics, a mother of two children and has a passion for skiing, horse-riding, the Arts and culture.

Trusted Advisors Panel

Ausaf Abbas

Managing Director

Coombe Advisors

Ausaf Abbas founded Coombe Advisors to provide strategic, business and financial advice to a network of clients and associated businesses, with a focus on family offices, the wealth management industry and growth-oriented companies. Prior to that, Ausaf had a 25-year career at Merrill Lynch and Morgan Stanley, where he held various senior management positions in both investment banking and wealth management. His international experience includes 13 years based in Hong Kong, Singapore and Tokyo, and extensive experience managing wealth businesses across the MENA region. His broad range of interests include acting as senior advisor to a real estate investment banking firm and serving as a director of SEO London and Tara Arts, two charities focused on education and Asian theatre.

Panos Archondakis

Senior Director for Banking and Wealth Management

EPAM

Panos Archondakis is responsible for shaping and developing EPAM’s strategy for Banking and Wealth Management, tailoring EPAM services and solutions specifically for the industry while also working directly with clients to customize business models, develop digital strategy and lead multi-disciplinary solution teams.

Panos has held a variety of technology consulting and leadership roles in Financial Services and since 2005 has served at leading Wealth Managers including Morgan Stanley, UBS and Deutsche Bank, in London, New York and Hong Kong.

He has a broad range of experience covering the entire client service lifecycle and core banking as well as leading the development of digital banking strategy and solutions. He is currently focused on driving innovation and developing digital banking offerings across the spectrum of challengers, neobanks and major global institutions.

Paul Ayres

Partner

BDO

Paul joined BDO in 2000 becoming a partner in 2006 and is now head of BDO’s national private client practice. Paul advises in respect of all private client related tax matters but with a particular specialism in advising clients on their residence and domicile positions. Recognised as one of the most influential individuals in the wealth management industry, Paul is also is a member of the Society of Trust and Estate Practitioners.

Philippe Bongrand

Senior Partner

Legacy

Philippe advises wealthy individuals on leaving a legacy that will last forever. He builds on his experience in wealth management as well as his strategy consulting and marketing skills. Prior to founding LEGACY, Philippe headed the Wealth & Asset Management practice within a leading consulting firm where he advised clients on growth and digital strategies as well as transformation plans. He has worked with more than 50 clients - global, regional or domestic leaders – on all continents and in both offshore and/or onshore markets - seeking to improve their competitive position and economics. He also had operational roles in the industry, in particular having led functions such as strategy, business development, sales management, sales force effectiveness and marketing.

Christine Mar Ciriani

CEO of InvestCloud (EMEA & APAC)

InvestCloud

Christine is the CEO of the Private Banking division of InvestCloud (previously Finantix) following a career of successfully building businesses in Europe and Asia. In addition she is on the Board of Barclays Private Bank Switzerland and advisor to Fusion, a Swiss-based incubator. Previously, Christine was Senior Partner and CEO Switzerland at Capco, an international management consultancy, and part of the APAC Management Team, where she launched and led the global wealth and investment management practice and offices in Switzerland and Singapore. Christine started her career at J.P. Morgan where she worked for both the investment and private bank in New York, London, Geneva and Hong Kong. Christine holds an M.B.A. from the Walter A. Haas School of Business at the University of California, Berkeley and an Economics and Accounting degree from Claremont McKenna College.

Sebastian Dovey

Founder

The Courageous Ideas Partnership

Sebastian Dovey is an entrepreneur, thought leader and board director in the fields of global wealth management, consumer insight, technology, scale-up companies and business management. Seb was the co-founder in 1998 of Scorpio Partnership, an award-winning global management consultancy and insight data business. This was acquired by Aon PLC in 2014. Seb is currently Chairman of F2 Strategy, and holds non-executive board roles at FiComm, Entrepreneurs Investment Office, and Angel Academe Nominee. He also holds advisory board seats at Moneyhub, Align 17 and Silver Lane. Separately, Seb is the Chairman of the Global Client Experience Innovation Committee for a major international bank and advises two sizeable financial families on their strategic growth for their investment offices.

Seb’s expertise spans 25 years of developing high-impact commercial strategies for private banks, global banks, asset managers, family offices, technology firms, service providers, aggregators and start-up initiatives. Seb is the 2018 winner of the Wealth Briefing Thought Leader of the Year award and he is Thought Leader-In-Residence for Fitch Learning worldwide. He is a regular commentator on the wealth management industry in the press and at conferences and academies, and has chaired and presented leading industry events in Asia, Europe and the United States. He has been a lecturer at The Swiss Finance Institute (formerly the Swiss Banking School) for its executive MBA programme. He serves as board member of the London School of Economics Generate initiative focused on entrepreneurship in the social sciences and is on the editorial board of WealthBriefing.

Pierre Dupont

Managing Partner

WIZE by TeamWork

Pierre is Managing Partner at WIZE by TeamWork, the all-in-one Wealth & Asset Management solution, which is one of the fastest growing WealthTech companies in Switzerland dedicated to External Asset Managers, Family Offices, Fund Managers and Banks.

He brings the judges panel an extensive banking operations & IT expertise acquired in his current role since 2020 but also during the 9 previous years while heading business development of Bank Lombard Odier global custody & reporting services which he joined after 10 years as Private Banking Client Executive at IBM Geneva.

Both Swiss and Belgian, used to work in multi-cultural and multilingual environments, his motivation has been during his whole career to understanding customer's pains, translating those to experts who are able to solve them and setting the right level of expectations on both sides.

Steve Dyson

Director

Investment & Wealth Management Consultants

Steve is a founding director of Investment & Wealth Management Consultants. He has over 30 years experience in the financial services industry and has held senior positions in the wealth management sector as operations director for Schroders Private Bank, and head of product development for State Street’s wealth manager services division. In addition, Steve has worked at The Bank of New York where he managed their enterprise level global banking relationships and at Citisoft Consultants where he was head of European business development. Steve brings a unique insight into industry trends and challenges given his senior roles within wealth management, investment operations, outsourcing and consulting.

Keith MacDonald

Senior Advisor Wealth Management

EY

Keith MacDonald is a partner in EY’s global financial services practice where his responsibilities include their services to wealth managers and private banks. He has led a wide range of strategic and transformational programmes across the industry, UK and internationally. He leads EY’s development and thought leadership in the wealth management and private banking sector, and is a regular contributor to conferences and publications.

Robert Macro 

Head of Private Client

Druces

Robert Macro is head of Druces’ international wealth and fiduciary practice and also leads the firm’s Family office team. He has significant experience with UK and international tax planning, trust matters, probates, tax disclosures and disputes for banks, high net worth individuals, trustees, international companies, UK collection societies and partnerships. Robert specialises in complex tax planning for international and domestic clients. He is highly recommended for his specialist knowledge in restructuring business assets and optimising investments into real estate and new technology worldwide. Over the past 16 years Robert has been involved in a number of notable matters successfully assisting clients caught up in the HSBC data theft in Switzerland and dealing with issues for fiduciaries drawn into litigation with a new government of a Middle Eastern state following the Arab Spring. He has also pioneered the successful use of various tax reliefs with claims for the remittance basis of taxation.

Arabella Murphy

Founder & Director

Propitious (London) Ltd

Arabella Murphy has nearly 25 years’ experience of helping wealthy individuals and families from around the world to plan for the future and resolve disharmony. As founder and director of Propitious (London) Ltd., she helps clients find clear and constructive solutions to their questions about succession, family business, risks and disputes.

Arabella qualified as a solicitor in 1996 with Allen & Overy LLP, becoming a partner in 2007. In 2009, she was a founding partner of Maurice Turnor Gardner LLP. As a solicitor, Arabella was consistently ranked in the top tiers of the major directories for her expertise in private wealth planning and dispute resolution. She is a member of STEP and has written or co-authored several books on private wealth topics.

Vishal Sooklall

CEO

Trustconsult Group S.A

Vishal Sookloll is the CEO of TrustConsult (Luxembourg) SA. He joined Trustconsult in 2015 and has been promoted as CEO of the Company since January 2020.

Vishal has more than 15 years experience in the Corporate Services sector in Luxembourg having worked in the past with
some of the major players in the industry. Vishal has an audit background having past experiences with
two of the Big Four namely Ernst and Young and Deloitte.

Vishal is a Fellow of the Association of Chartered and Certified Accountants of UK (ACCA)

Billy Stephenson

Chief Executive

Stephenson Executive Search

Billy is a headhunter and the Chief Executive of Stephenson Executive Search (SES), a multi-award-winning executive search firm focusing on appointments in the financial services and legal sectors.

Billy focuses on C suite and senior appointments in the private banking, wealth management and family office sectors and works across management, investment, distribution and operational functions. He operates at board level and his clients include FTSE 100, FTSE 250, AIM listed and private companies. Billy is a former investment advisor, he is a Chartered Fellow of Chartered Institute of Securities and Investments, a Freeman of the City of London and serves on the board of a charity.

In 2021, SES was awarded Best Wealth Management Executive Search firm at the WealthBriefing Awards, Boutique Recruitment Specialist of the Year in the Innovation and Excellence awards and the company is part of the Race Fairness Commitment.

William Trout

Director of Wealth Management

Javelin Strategy & Research

William Trout is a thought leader on North American technology strategy and innovation in the wealth and asset management industries. He has particular expertise on platform automation; portfolio management and optimization tools; data capture, storage and analytics; and robotic process automation and AI. Within the wealth management arena, his interests include financial planning, investment advisory, retail brokerage, and trust. An authority on digital advice delivery, William has been widely quoted in publications such as Bloomberg, CNBC, Financial Times, New York Times, and The Wall Street Journal. He is also a frequent speaker at industry conferences and client gatherings. Currently, William is director of wealth management at Javelin Strategy & Research. Prior to Javelin, William led the wealth management practice at Celent, the research and advisory arm of Oliver Wyman. Previously, he was head of product and segment development for affluent and high net worth customers within BBVA USA, as well as a member of the BBVA Group’s global Private Banking management team. William holds an AB from Harvard College.

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 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.

Cara Williams

Senior Partner

Mercer

Cara Williams, Senior Partner, is ESG Strategy Leader for Mercer. Located in London, Cara leads the program of work to articulate and amplify Mercer’s ESG value proposition and positioning, embed sustainability in the journey to a bright future, and drive highly-practical, relevant and value-added outcomes both internally and externally. Cara oversees the Mercer’s Private Wealth businesses in Canada and India, and also works with Mercer’s multinational clients to deliver the best of Mercer’s broad Wealth solutions to assure positive financial outcomes for organizations and their employees. Cara presents regularly on global ESG, sustainability, diversity and investment trends. With over 25 years of experience in the investment industry, Cara began at Mercer’s investment consulting business as Global COO in April 2005. Cara began her career in finance as a financial advisor with Merrill Lynch in New York. Prior to working in the investment industry, she was responsible for budgets and logistics for US Army and NATO MWR deployments. Cara is an active mentor for external programs and internal colleagues supporting and promoting women and people of color in their careers. She is member of the Board of Directors of The German School of London. Cara graduated from the University of Michigan, Ann Arbor with a BA, and from The University of Hartford with an MBA in Finance.

Ian Woodhouse

Lead Wealth Management Business Model Transformation and Thought Leader for Europe

Accenture

Ian Woodhouse is Lead Wealth Management Business Model Transformation and Thought Leader for Europe at Accenture. He helps our clients to evolve their future business models to deliver growth and business value in an era of client, digital and sustainability changes. Through working with colleagues and our ecosystem of leading software partners, he provides proven wealth management expertise , approaches ,tools and accelerators to deliver value faster at less risk. Ian is also industry networked, serving on the advisory boards of wealth industry publications and on industry award judging panels. Prior to Accenture ,Ian held leadership positions with other top tier business and technology firms ,PwC ,EY and IBM.

Technology Panel

Tej Dosanjh

Managing Partner (UK)

Evolution Partners

A senior financial services professional with over 30 years in the industry. He has worked across multiple sectors including Investment Management, Capital Markets and Wealth Management. He has extensive depth in supporting senior leadership through transformation complexity in distribution, operations, technology and proposition design.

Current focus is on how the industry will manage the rise of digital assets in terms of regulation, commercial models and infrastructure covering NTFs, Cryptocurrency (BTC) and Digital Funds.

Matthew Drummond-Smith

Associate Director and Head of Operations

Bordier UK

After graduating from the University of Bristol in 2004 with an honours degree in Classics, Matthew joined Bordier UK within the operations team. Matthew is an associate Director of Bordier UK and head of Operations, where he has overall responsibility for the company’s operations, including dealing and CASS. Matthew is a Chartered Member of the CISI and holds both the Investment Operations Certificate (IOC) and Investment Management Certificate (IMC).

Peter Flavel

Chief Executive

Coutts

Peter joined Coutts as Chief Executive in March 2016 and, under his leadership, the iconic private bank has undergone a significant transformation across all of the Bank’s key performance targets: Return on Equity has grown from 4% to over 16% in less than 4 years and his focus on simplification has seen a 20% improvement in the cost to income ratio of the 327 year old business. In addition, Peter’s passion for innovation across banking, lending and wealth management and raising the bar on service standards has led to a market-leading net promoter score from Coutts’ clients. He has revived Coutts’ branding and image to be more warm and modern, whilst taking pride in its history, encouraging clients to recognise that Coutts is ‘more than a bank’.

Peter has over 30 years of experience in financial services across Asia, Europe, the Americas, the Middle East and Africa. Prior to joining Coutts, Peter was the CEO of J.P. Morgan Private Wealth Management in Asia Pacific based in Singapore. Peter also spent nine years with Standard Chartered in Asia and founded their global Private Bank in 2006.

Peter is vice Chair of Trustees of the Duke of Edinburgh Commonwealth Study Conference and a member of the Philanthropy Advisory Committee of the Royal Albert Hall.

Peter was born in Australia and has degrees in Law and Economics from the University of Adelaide and initially practised law as a barrister and solicitor. He has also attended the advanced management programmes at Harvard Business School, University of Oxford and Singularity University.

Adam Sorrin

Head of Data & Access Management

RBS Private Banking

With more than 20 years experience in the private banking industry, Adam has held positions across back office, front office, risk, change and technology. Adam’s delivery record includes regulatory-compliant solutions, business process optimisation, wholesale re-platforming activities, as well as a number of years leading CRM enhancement initiatives. Leveraging experience in the modelling, migration and ongoing management of customer data, Adam’s current role sees him lead strategic data management projects - driving efficiency, mitigating risk, and providing the foundation for deeper and more meaningful customer insights.

Mike Toole

Advisor

Various

Mike is currently advisor to venture capital houses and families. He is an investor, Co-Founder and formerly group chief operating officer of Artorius, a wealth manager that has shown strong growth since its inception in 2014.</span> Mike has been the architect behind a model that delivers a multi-jurisdictional client-centric wealth-planning proposition underpinned by a strong governance infrastructure. Mike was previously a partner at accountancy firms RSM and Baker Tilly, where he was group operations director for the financial management and investment businesses. Prior to this he has years’ experience in financial services and banking with KPMG, Santander and UK mutual societies. He also helped found a Saudi family office and managed a substantial private equity portfolio

Categories

The submission process for The Tenth Annual WealthBriefing European Awards 2022  is now unfortunately closed.

For any questions, please contact rachel.fokes@clearviewpublishing.com

 

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

ZEDRA

 

 

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Category Sponsors

Venue

Sheraton Grand Park Lane

Address:

Winners

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 TeamHighly 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

 

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

Photographs

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.


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