Overview

A warm welcome to The Third Annual WealthBriefing Channel Islands Awards 2024. Independently judged by teams of experts, these awards will be bestowed on the brightest and best amongst the Channel Islands’ world-renowned wealth management professionals – both teams and individuals. With the backing of the WealthBriefing pedigree for independence and genuine insight, winning a WealthBriefing Channel Islands award gives exposure not only locally but in all the major wealth management jurisdictions in which WealthBriefing operates.

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

There are two judging panels for the awards.

This is to ensure that at all times commercially sensitive information is kept confidential and to avoid conflicts of interest.

  • Panel of trusted advisors who will be responsible for judging the family office, private banking and investment categories.
  • Panel of family office and banking professionals judge the trusted advisor and technology categories.

We very much hope you take part and look forward to seeing you at the 2024 Awards Ceremony which this year will be held in Jersey. A preview of what to expect on the evening can be seen here and the event shall be held on the 5th December at The Royal Yacht Hotel.

Contact

For further information on the awards process and sponsorship opportunities please contact Global Events Director rachel.fokes@clearviewpublishing.com

Key Dates

Nominations Open – 19 March 2024

Submission Deadline – 27 September 2024 (Midnight)

Winners Notified of Their Success – From October 2024

Public Announcement & Gala Ceremony – 5 December 2024

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.

Trusted Advisors

Robert Monticelli

Senior Director - Private Client Services

JTC

Robert is a Senior Director within JTC’s Private Client Services division and is responsible for a team that manages a diverse portfolio of high net worth international clients. He has […]

Ian Woodhouse

Board Advisor and Partner

Various

Ian is an experienced board and executive advisor/partner to wealth and asset managers; family offices, software firms and fin-techs helping to achieve and accelerate their path to be future ready […]

Steve Dyson

Director

Investment & Wealth Management Consultants

Steve is a founding director of Investment & Wealth Management Consultants (“IAWMC”) who provide a full spectrum of consulting services, from strategic advice through to delivery for wealth managers, private […]

Andy Smith

Head of the Jersey branch & Head of Trust and Corporate Banking

Investec

Andy is the Head of Investec Bank in Jersey and has overall responsibility for the banking relationships to Investec’s Financial Intermediary clients in Jersey. Andy has 39 years banking experience, […]

Sean Kiernan

CEO and Founder

Greengage

Sean 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 […]

Bruce Weatherill

Chairman

ClearView Financial Media

Bruce is a chartered accountant with over 40 years financial services experience, previously a partner in PwC, latterly as Global leader of their Wealth Management practice and the key driver […]

James Fleming

Vice Chairman

VAR Capital

James Fleming has enjoyed a long career in banking and finance. He is currently a Non-Executive Director and adviser to several small companies across the Wealth Management, Debt Advisory and […]

Henry Baye

CEO

Standard Chartered Private Banking

UCC alumnus Henry Baye began his banking career as an International Graduate with Standard Chartered. Over the course of a storied 25-year career in the sector he has held leadership […]

Phil McIlwraith 

Chief Executive Officer

Kleinwort Hambros

Phil McIlwraith is the CEO for Kleinwort Hambros Bank (CI) Ltd. Phil joined the Kleinwort Hambros Group in 1990. He has held senior management roles in various areas, including Treasury, […]

Heather Tibbo

Chief Executive Officer

Crestbridge Fiduciary

As Chief Executive Officer of Crestbridge Family Office Services, Heather leads the business’ strategy, culture and values and manages a number of key client relationships. Based in Jersey, and with […]

Edward Loader

Founder and Managing Director

Integritas Wealth Partners

Edward is founder and Managing Director of Integritas Wealth Partners. Edward graduated from the University of Exeter with BSC (Hons) in Mathematics. He is a Chartered Fellow of the Chartered […]

John Wood

Managing Director

FCM Limited

As managing director of FCM, a regulated trust & corporate service provider, John ensures that the team at FCM provide service excellence to both private wealth and corporate services clients […]

Dominic Coyne

Director - Funds

Fairway Group

Dominic is a Director of the Funds team at Fairway Group and leads on the majority of our Real Estate and regulated structures. His responsibilities include the establishment of funds […]

Victoria Yates

Partner

Collas Crill

Victoria has significant expertise advising on the establishment, administration, financing, disposal and termination of a wide range of Jersey trust and corporate structures. She has particular expertise in commercial trusts […]

Michelle Le Hérissier

Managing Director

RFS

Michelle has had extensive experience in the last thirty years dealing with different markets and cultures in a number of jurisdictions globally which helps her to build solid, strong relationships […]



Categories

Below are the steps of our 2024 awards process.

1. Register here for the WealthBriefing Channel Islands Awards 2024.

2. Fill out your details and select the categories you would like to enter.

3. Once you submit the form, you will receive a confirmation with a downloadable nomination form

  • Fill in the name of your firm or individual (as they would like to appear in all communications in reference to the Awards programme)
  • Answer the the questions on the form (not exceeding the total word count of 1000)
  • Examples to illustrate your submission can be included by active links to PDFs, audio and/or video files (no more than 3 relevant examples)

4. Send the nomination form(s) to Becky.newman@clearviewpublishing.com (submission deadline is 27th September 2024).

5. Winners and commended firms and individuals will be notified in October 2024 and will be offered marketing packages and tickets for the Awards Ceremony on 5th December 2024.

6. Winners will be announced at the ceremony on 5th December 2024 and in WealthBriefing editorial, website and social media channels on the 6th December 2024. 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(s) and this obligation is separate to attendance at an awards ceremony if one is held.

For any questions, please contact the Awards and Events Director: rachel.fokes@clearviewpublishing.com

About our Sponsors

Headline Sponsor


Category Sponsors


Supporting Association


Venue

The Royal Yacht Hotel

Address: The Royal Yacht Hotel, Weighbridge Pl, St Helier, Jersey JE2 3NF, Jersey

Previous Winners

PRIVATE BANKING CATEGORIES (OVERALL)


Overall Private Bank

Investec Bank (Channel Islands) Limited

 

Pure Play Private Bank

Julius Baer

 

Private Bank Employer of the Year

Barclays Private Bank

 

PRIVATE BANKING CATEGORIES (TEAM BASED)

 

Private Bank Wealth Planning Team

Julius Baer

 

Private Bank Credit Provider Team

SG Kleinwort Hambros

 

Private Bank Family Office Services Team

Barclays Private Bank

 

Private Bank Corporate Social Responsibility Team

Standard Chartered

 

TRUST CATEGORIES

 

Overall Trust Company with AuA Over £5 Billion

RBC Wealth Management

 

Independent Trust Company with AuA Between £2-5 Billion

Alex Picot Trust

 

Independent Trust Company with AuA Over £5 Billion

Accuro Trust (Jersey) Ltd

 

Trust Company Technology Platform

Spring Investment Management

 

Trust Company ESG Programme

Accuro Trust (Jersey) Ltd

 

Trust Company Family Office Services 

Stonehage Fleming

 

OVERALL TRUST CATEGORY

 

Best Overall Trust Company

JTC

 

PRIVATE CLIENT AND FIDUCIARY SERVICE CATEGORIES

 

Legal Team

Carey Olsen

 

INVESTMENT MANAGEMENT CATEGORIES

 

Overall Investment Manager with AuM Between £2-5 Billion

Rathbones Investment Management International

 

Overall Investment Manager with AuM Over £5 Billion

Ravenscroft

 

Pension Services

Spring Investment Management

 

Innovative Digital Asset Investment Platform

SG Kleinwort Hambros

 

MARKETING AND PR CATEGORIES

 

Marketing and PR Campaign

Crestbridge Family Office Services

 

TECHNOLOGY CATEGORIES (TECHNOLOGY SOLUTION PROVIDERS)

 

Overall WealthTech Provider

TrustQuay Viewpoint

 

Front Office

SS&C Advent

 

Transaction Processing

Corpay Cross-Border Solutions

 

Compliance

AI Compliance 

 

Onboarding

SS&C Advent

 

Platform Provider

BNY Mellon | Pershing

 

Portfolio Management

Spring Investment Management

 

Client Reporting

Spring Investment Management

 

Client Communications

ProFundCom

 

Management Consultancy (Technology)

BDO Jersey Limited

 

LEADERSHIP AND INDIVIDUAL CATEGORIES

 

Chief Executive Officer (CEO)

Itriom Limited – Matthew Millard-Beer

 

Female Leadership

Canaccord Genuity Wealth Management – Anna Trickey

 

Chief Investment Officer (CIO)

Ravenscroft – Kevin Boscher

 

Leading Wealth Manager/Investment Professional

Melville Douglas – Chris Stead

 

Lifetime Achievement

Rathbones Investment Management International – Matthew Sutton


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 Channel Islands?

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