Overview

Now in its tenth year, WealthBriefing has now launched the Annual WealthBriefing MENA Awards for Excellence 2023.

Entry Submission and Categories

For the 2023 Awards, the categories are again focused around these important 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

 

Judging Panels

The panels of judges are drawn from both private banks and trusted advisors to the sector. As in previous years independence, integrity and genuine insight are crucial to the judging process.

 

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.  Some of this marketing collateral can be seen on the 2022 Awards website.

 

Gala Dinner

WealthBriefing’s gala dinner is an opportunity for our winners to celebrate their success with their colleagues and peers. The ceremony is highly regarded and attendance is seen as a must for all those lucky enough to have produced a winning entry. A preview of what to expect on the evening can be seen here and this year it shall be held at the prestigious Address, Dubai Mall on the 16th November 2023.

We very much hope you take part and look forward to welcoming you at the 2023 awards ceremony to celebrate your achievements.

 

Sponsorship Opportunities

For further information on sponsorship opportunities please contact andrew.deane@clearviewpublishing.com

Further Information

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

Key Dates

Nominations open – 22nd May 2023

Submission deadline – 8th September 2023, this has now been extended until the 15th September 2023

Winners notified of their success – From October 2023

Public announcement & Gala ceremony – 16th November 2023

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 will be announced in due course.

Private Bankers Panel

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 […]

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 market operations for the Institution. […]

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 […]

Stela Kote

Chief Executive Officer

Index & Cie

Stela comes from over 18 years of experience in the global financial markets and banking services in Western Europe and the Middle East. She is currently heading Index & Cie, […]

Vipul Kapur

Managing Director, Head of Private Banking

Mashreq

As head of Mashreq Private, Vipul ensures that every client receives bespoke wealth management  solutions and a holistic banking experience from anywhere in the world. Vipul joined Mashreq as the  […]

Vivek Gehani

Head of Sales

Bank of Singapore

Vivek Gehani has over 20 years of Corporate and Private banking experience gained at leading global financial institutions and has a wealth of experience and industry knowledge of financial markets. […]

Samira Zakour

Managing Director & Global Head of Private Banking & Key Client Group

FAB Private Banking

Samira has over 20 years of Wealth Management & Private Banking experience at senior level in MENA, Europe and Asia. Samira served as Head of Private Banking at National Bank […]

Martin Liebi

CEO

ODDO BHF (Switzerland)

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 […]

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. […]


Trusted Advisors

Cecile Civiale Vuillier

CEO, Group Head of Private Client

Trustconsult Group S.A

Cécile is the CEO for Trustconsult in Switzerland as well as Head of Private Client for the Trustconsult Group. She has an extensive wealth & estate planning career, earning a […]

Gail Goring

Partner and Head of Regulatory and Compliance Services

re/think

Experienced corporate lawyer with over 20 years’ experience in regulatory and compliance services spanning across the Caribbean, Cayman Islands and in the UAE. Strong knowledge of international business companies’ regulatory […]

Hassen Jaufeerally

Senior Relationship Manager

The Mauritius Commercial Bank

Hassen is a Senior Relationship Manager covering External Asset Managers at MCB (DIFC Branch). He relocated from MCB’s Head Office in July 2021 where he was previously responsible for coverage […]

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 […]

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 […]

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 […]

Yasmine Omari

Director

EY

Yasmine is a family business advisor based in Dubai and has spent more than a decade dedicated to working with family businesses, family offices and wealthy families on supporting them through […]

Lynda O'Mahoney

Global Head of Business Development – Private Clients

Ocorian

Lynda O’ Mahoney, Global Head of Business Development – Private Clients, has been in Dubai for over 20 years and has developed a very strong sense of cultural differences, regional […]

Przemyslaw Drzymala

Executive Vice President of Global Sales EMEA, Financial Services Division

Comarch SA

Przemyslaw (Prem) Drzymala is passionate about new technologies and a manager with 22 years of experience in the digital transformation of the Financial Services industry. He is a Master of […]


Categories

The submission process for the Tenth Annual WealthBriefing MENA Awards for Excellence 2023 is now unfortunately closed. For any questions, please contact rachel.fokes@clearviewpublishing.com

Awards Winners Supplement


About our Sponsors

Headline Sponsor


Category Sponsors


Executive Search Partner



Sponsors Videos

Venue

Address Dubai Mall

Address: Sheikh Mohammed Bin Rashed Boulevard Downtown Dubai, P.O. Box 31166, Dubai, UAE

Charity Partners


Winners

EAM CATEGORIES 

Overall External Asset Manager
CdR Capital Limited

AuM up to US$ 1 Billion
GSB 

Family Office Proposition by an EAM in the MENA Region
Picard Angst MEA

Investment Process
FormInvest AG

Leading Female Executive
GSB – Alison Whatnall

CEO
FinMark Capital Limited – Renoy Kundukulam 

PRIVATE BANKING CATEGORIES

Private Bank – MENA Region
BNP Paribas Wealth Management

Overall International Private Bank (HQ outside MENA region)
Lombard Odier

Asia-Based Private Bank Active in MENA
Patronus Wealth Privé (DIFC) Limited

Best Boutique Private Bank
Union Bancaire Privée, UBP SA

Pure Play Private Bank
LGT Middle East

Private Bank Servicing the Expat Community
Emirates NBD Private Banking

Private Bank Servicing Clients with Investable Assets between US$1M-US$5M
Mirabaud (Middle East)

Private Bank Servicing Clients with Investable Assets between US$5M-US$25M
Patronus Wealth Privé (DIFC) Limited

Private Bank Servicing Clients with Investable Assets over US$25M
Indosuez Wealth Management

Private Bank Servicing NRI/NRP Clients
Deutsche Bank AG

Most Promising New Private Bank Proposition
Habib Bank AG Zurich (DIFC branch) 

Private Bank – Client Digital Offering
Mashreq Private Banking

Private Bank – Overall Client Service
Nedbank Private Wealth

Private Bank – Philanthropy Offering
LGT Middle East

Private Bank – ESG Offering
BNP Paribas Wealth Management

Private Bank – Discretionary Portfolio Management (DPM) Offering
FAB Private Banking

Private Bank – Credit Provider
Indosuez Wealth Management

Private Bank – Private Equity Offering
BNP Paribas Wealth Management

Private Bank – Investment Management Platform
Mashreq Private Banking

Shariah-Compliant Wealth Management Offering
Lombard Odier

Private Bank External Asset Manager (EAM) Platform
Mirabaud (Middle East)

Private Banking Service Focusing on the Requirements of UHNW Woman
Mirabaud (Middle East)

Private Bank Wealth Planning Team
HSBC Global Private Banking

 

INDIVIDUAL COUNTRY OR REGIONAL CATEGORIES

Private Bank or Wealth Manager Servicing United Arab Emirates
FAB Private Banking

Private Bank or Wealth Manager Servicing The Kingdom of Saudi Arabia
FAB Private Banking

Private Bank or Wealth Manager Servicing The State of Kuwait
Kuwait Financial Centre “MARKAZ”

Wealth Manager Servicing Qatar
QNB

Servicing Turkish Clients
Mirabaud (Middle East)

 

INVESTMENT CATEGORIES (MENA)

Overall Private Bank Investment Team
Mashreq Private Banking

Multi-Family Office (MFO)
Bearbull Global Investments Group Limited

 

PRIVATE CLIENT/CONSULTANCY CATEGORIES

Legal Advice Provision for UHNW individuals, Families or Wealth Managers
Al Tamimi & Company

Accounting Provision for Servicing Private Clients
Gulf Tax Accounting Group

Management Consultancy
EY MENA

Estate Planning Service
Hourani & Partners

Family Office Advisory Offering
M/HQ

Family Office Governance Service Provision
PwC International Private Wealth & Family Office

INVESTMENT MANAGEMENT CATEGORIES

Overall Fund Manager – Regional and/or Global Reach
REYL Finance (MEA) Ltd.

Structured Product Provider
Picard Angst MEA

Real Estate Investment Proposition or Service
BNP Paribas Wealth Management

Private Market Offering
Picard Angst MEA

Alternatives Offering
The DXB Watch Fund 

Digital Assets Offering
Amdax

TRUST COMPANY CATEGORIES

Institutional Trust and Fiduciary Company
TMF Group

Independent Trust or Fiduciary Company
Crestbridge Family Office Services

Trust and Fiduciary Company with Headquarters outside the MENA Region
Vistra

Family Office Service Provision
Accuro

Succession and Estate Planning
Ocorian

Foundation Creation
M/HQ

 

FAMILY OFFICE CATEGORIES (MENA)

Wealth Manager Servicing Family Offices
BNY Mellon Wealth Management

Next Generation (Next-Gen) Programme or Service
EY MENA

TECHNOLOGY CATEGORIES – NON-BANKING COMPANIES

CRM Solution
Wealth Dynamix

Front Office Solution
SS&C Advent

Transaction Processing Solution
Ebury 

Compliance/ Regtech Solution
Rethink ME Ltd

Innovative Wealth Management Client Solution
swissQuant 

Client Reporting Solution
Comarch

Client Communications Solution
FundCount

Most Innovative Overall Fintech Solution
Comarch

Innovative Use of Artificial Intelligence
IntellectAI

SPECIAL WEALTH MANAGEMENT CATEGORIES

International Financial Centre (IFC)
Jersey Finance

Most Innovative Wealth Management Model
Standard Chartered Bank

Corporate Services
SFM Corporate Services

LEADERSHIP AND INDIVIDUAL CATEGORIES

Leading Private Bank Chief Executive Officer
Barclays Private Bank – Rasha Badawi

Leading Woman in Wealth Management
Barclays Private Bank – Rasha Badawi

Wealth Management Rising Star under 40
Standard Chartered Bank – Gaurav Sharma

Leading Individual
Taurus Wealth Advisors Limited – Suhail Moosa


Previous Winners

 

EAM CATEGORIES

OVERALL EXTERNAL ASSET MANAGER
Mabledon Capital Limited

AUM UP TO US $1 BILLION
GSB Capital

EXTERNAL ASSET MANAGER (EAM) NEWCOMER
GSB Capital

PRIVATE MARKETS PROGRAMME
Picard Angst MEA

LEADING FEMALE EXECUTIVE
Nour Tassabehji – CdR Capital Limited

CEO
Bhavnesh Thakkar – Taurus Wealth Advisors Limited

 

PRIVATE BANKING CATEGORIES

PRIVATE BANK – MENA REGION
BNP Paribas Wealth Management

OVERALL INTERNATIONAL PRIVATE BANK (HQ OUTSIDE MENA REGION)
Lombard Odier

ASIA-BASED PRIVATE BANK ACTIVE IN MENA
Bank of Singapore

BOUTIQUE PRIVATE BANK
Nedbank Private Wealth

PURE PLAY PRIVATE BANK
LGT Middle East

PRIVATE BANK SERVICING THE EXPAT COMMUNITY
BNP Paribas Wealth Management

PRIVATE BANK SERVICING CLIENTS WITH INVESTABLE ASSETS OVER $25M
Citi Private Bank

PRIVATE BANK SERVICING NRI/NRP CLIENTS
Deutsche Bank

MOST PROMISING NEW PRIVATE BANK PROPOSITION
NPB (Middle East) Limited

PRIVATE BANK – OVERALL CLIENT SERVICE
Nedbank Private Bank

PRIVATE BANK – PHILANTHROPY OFFERING
LGT Middle East

PRIVATE BANK – ESG OFFERING
Barclays Private Bank

PRIVATE BANK – DISCRETIONARY PORTFOLIO MANAGEMENT (DPM) OFFERING
Barclays Private Bank

PRIVATE BANK – CREDIT PROVIDER
BNP Paribas Wealth Management

PRIVATE BANK – PRIVATE EQUITY OFFERING
Union Bancaire Privée

PRIVATE BANK – INVESTMENT MANAGEMENT PLATFORM
Citi Private Bank

SHARIAH-COMPLIANT WEALTH MANAGEMENT OFFERING
Lombard Odier

PRIVATE BANK – EXTERNAL ASSET MANAGER (EAM) PLATFORM
Mirabaud (Middle East) Limited

PRIVATE BANK WEALTH PLANNING TEAM
Cititrust MENA

 

INDIVIDUAL COUNTRY OR REGIONAL CATEGORIES

PRIVATE BANK OR WEALTH MANAGER SERVICING UNITED ARAB EMIRATES
Emirates NBD Private Banking

PRIVATE BANK OR WEALTH MANAGER SERVICING THE STATE OF KUWAIT
Kuwait Financial Centre “Markaz”

SERVICING TURKISH CLIENTS
Mirabaud (Middle East) Limited

 

INVESTMENT CATEGORIES

OVERALL PRIVATE BANK INVESTMENT TEAM
Mashreq Bank

MULTI-FAMILY OFFICE (MFO)
Branford Capital Limited

 

INVESTMENT MANAGEMENT CATEGORIES

OVERALL FUND MANAGER – REGIONAL AND/OR GLOBAL REACH
REYL Finance (MEA) Ltd.

STRUCTURED PRODUCT PROVIDER
Picard Angst MEA

REAL ESTATE INVESTMENT PROPOSITION OR SERVICE
BNP Paribas Wealth Management

PRIVATE EQUITY OFFERING
Mirabaud (Middle East) Limited

PRIVATE MARKET OFFERING
Globaleye

ALTERNATIVES OFFERING
Picard Angst MEA

FAMILY OFFICE CATEGORIES

WEALTH MANAGER SERVICING FAMILY OFFICES
BNY Mellon Wealth Management

INSURANCE SERVICES TO UHNW FAMILIES
Globaleye

GLOBAL CUSTODIAN FOR MENA FAMILY OFFICES
Northern Trust, Global Family & Private Office


TECHNOLOGY CATEGORIES (NON-BANKING COMPANIES)

FRONT-OFFICE SOLUTION
Refinitiv

ON-BOARDING SOLUTION
SS&C Advent

COMPLIANCE/REGTECH SOLUTION
Masttro

DATA PROVIDER
Refinitiv

INNOVATIVE WEALTH MANAGEMENT CLIENT SOLUTION
swissQuant Group AG

CLIENT REPORTING SOLUTION
FundCount

MOST INNOVATIVE OVERALL FINTECH SOLUTION
Masttro

INNOVATIVE USE OF ARTIFICIAL INTELLIGENCE
Comarch

 

TRUST COMPANY CATEGORIES

INDEPENDENT TRUST OR FIDUCIARY COMPANY
JTC

TRUST AND FIDUCIARY COMPANY WITH HEADQUARTERS OUTSIDE MENA REGION
Vistra Middle East

FAMILY OFFICE ADVISORY OFFERING
M/HQ

FAMILY OFFICE SERVICE PROVISION
Ocorian

SUCCESSION AND ESTATE PLANNING
M/HQ

FOUNDATION CREATION
M/HQ

 

PRIVATE CLIENT & CONSULTANCY CATEGORIES

LEGAL ADVICE PROVISION FOR UHNW INDIVIDUALS, FAMILIES OR WEALTH MANAGERS
Al Tamimi & Company

ACCOUNTING PROVISION FOR SERVICING PRIVATE CLIENTS
PwC Middle East Entrepreneurial Private Business & Family Office

ESTATE PLANNING SERVICE
PwC Middle East Entrepreneurial Private Business & Family Office

FAMILY OFFICE ADVISORY OFFERING
First Abu Dhabi Bank

FAMILY OFFICE GOVERNANCE SERVICE PROVISION
PwC Middle East Entrepreneurial Private Business & Family Office

 

SPECIAL WEALTH MANAGEMENT CATEGORIES

INTERNATIONAL FINANCIAL CENTRE (IFC)
Jersey Finance

GLOBAL CITIZENSHIP/IMMIGRATION PROGRAM OFFERING
Huriya Private

MOST INNOVATIVE WEALTH MANAGEMENT MODEL
Standard Chartered Bank

INSURANCE PLATFORM FOR THE WEALTH MANAGEMENT SECTOR
Globaleye

LEADERSHIP AND INDIVIDUAL CATEGORIES

LEADING WOMAN IN WEALTH MANAGEMENT
Maria-Gabriella Burgio-Chiappa – HSBC Private Bank

WEALTH MANAGEMENT RISING STAR UNDER 40
Alia Haskouri – JTC

LEADING INDIVIDUAL
Neil Louis De Sousa – HSBC Private Bank

LIFETIME ACHIEVEMENT
Tim Denton – Habib Bank AG Zurich


Frequently Asked Questions

Q) Does the entering firm or individual need to be a subscriber to WealthBriefing?

A) No, this program is open to all firms and individuals active in wealth management or the family office sectors.

Q) Can my firm enter more than one category?

A) Yes, we encourage firms to enter as many awards that are applicable to their business.

Q) Do I need to use the submission form provided?

A) Yes, submissions shall only be accepted when using this document.

Q) Is there any upfront cost to enter?

A) No, there is no upfront cost to enter, but you will be offered the chance to purchase a winner’s marketing package should you be successful. The judging process is completely independent of the commercial arrangements between the participants and the organisers. However it is expected that when the results are made public, winners will engage with the organisers to promote their win and also attend the awards ceremony to accept their trophy.

Q) Is the process open to firms that are not currently active within the MENA region?

A) The judges will only consider submissions from firms that are demonstrably active in the region. Please see here an overview of our global awards programmes.

Q) How do you ensure that the judging process is independent and impartial?

A) The Judges are independent of the award organisers ensuring they are divided into separate panels to avoid conflicts of interest.

Q) Can you assure me that any details that I submit will be treated with confidentiality?

A) We only share submissions with the panel responsible for judging those particular categories. Furthermore, our experienced team ensures that there is no conflict of interest before they share an entrant’s submission with anyone. All our judges have signed a Non-Disclosure Agreement.

Q) My submission is likely to be longer than the 1,000-word max limit. Would this disadvantage me?

A) We have set the limit out of respect to the judges and we are keen to maintain this to ensure that there is a level playing field between competing submissions.  Judges reserve the right to refuse to review submissions that do not comply. We also encourage against attachments to the submissions. 

Q) Do I need to submit a separate submission for each category?

A) You will need to do a new form for each submission and you should also ensure that this specifically relates to the category for which you are entering. If you are using the same answers for multiple submissions this could result in your entry being marked down by the judging panel.

Q) Where is the winner’s announcement shared?

A) The winners are announced publicly the day after the official awards celebration and this is via our editorial and social media platforms. 

Q) Can I speak to anyone on the team about my entry?

A) Yes, our experienced team is always available to assist you with preparation of your submission/s and any aspects of the process from start to finish. For any questions please contact either rachel.fokes@clearviewpublishing.com or siiri.piiroinen@clearviewpublishing.com