Overview
Introduction
A warm welcome to the Third Annual WealthBriefing Wealth For Good Awards 2024. This awards programme will give an opportunity for all participants in the global wealth management industry to demonstrate their commitment to and pre-eminence in the crucially important areas of ESG, Impact, Diversity and Inclusion.
Categories
Categories include client facing propositions, investment and asset management, as well as best practice in business management in diversity, inclusion and corporate and social responsibility.
Multi-Family Office, Fund Management, Professional Services, Private Asset Manager, Technology, Trust and Fiduciary Company, Wealth Management Consultant, Not-For-Profit, Foundations and Trust, International Finance Centre, Private Banks and Holders of Wealth around the world are invited to enter submissions for review by an expert judge convened by WealthBriefing.
The list of categories for submission is available here.
Judging Process
As is the case for all our global awards programmes, independence, integrity and genuine insight are the watchwords of the judging process, which as always will be conducted by expert panels drawn from both custodian banks , family offices and trusted advisors/consultants to the sector.
Every submission is carefully reviewed to ensure the most deserving companies and individuals are selected as winners in each category. Standout submissions that are close runners-up to the winning entry are often commended by the judges.
Commercially sensitive information is kept confidential and conflicts of interest are avoided at all times. All judges have signed a Non-Disclosure Agreement.
Awards Notification Process and Marketing Your Success
Winning a WealthBriefing Award sets organisations and individuals apart from their peers and is a tangible demonstration that they have something special to offer. It rewards achievement and showcases top-class performance, innovation and distinction.
They are also tangible demonstrations of the sustainability and robustness of your organisation. Winners and commended companies will be given advance notification of their success, allowing time to prepare their marketing messaging around the promotion of their achievement before the public announcement in 2024. WealthBriefing – as the leading voice of the family office and wealth management community – will work with the winners to optimise their success by offering a range of marketing collateral.
Winners and commended entries will be celebrated in June 2024
These awards are now open for entry and firms are invited to submit their nominations by 15 March 2024
Sponsorship Opportunities
For further information on sponsorship opportunities please contact rachel.fokes@clearviewpublishing.com
Further Information
For more information about the awards and submission process please contact siiri.piiroinen@clearviewpublishing.com
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).
Key Dates
Nominations open – 30 November, 2023
Nominations close – 15 March, 2024 – this has now been extended until the 5 April 2024
Winners notified of their success – from May, 2024
Public announcement of Winners and Commended firms and individuals in WealthBriefing, WealthBriefingAsia and Family Wealth Report editorial and social media channels – 27 June, 2024
Judges
The Judging Process Independence, integrity and genuine insight are the watchwords of the judging process. The WealthBriefing Wealth for Good Awards 2024 Judges Panel consists of asset managers, banks, trust companies, law firms, family offices and independent consultants, each of whom has in-depth knowledge and experience with ESG, Impact, Diversity and Inclusion in the wealth management space. The judging process is organised in a way so as to avoid conflicts of interest. No judge will be asked to review a submission from an organization competitive to their own.
Judging Panel
Jennifer Ayer
Managing Director
AlTi Tiedemann Global
Jennifer co-leads AlTi’s impact investing strategy globally and directly oversees the firm’s Inclusive Innovation strategy, which is aimed at building thriving and equitable communities through investments that improve access and […]
Jennifer co-leads AlTi’s impact investing strategy globally and directly oversees the firm’s Inclusive Innovation strategy, which is aimed at building thriving and equitable communities through investments that improve access and affordability, and that activate equitable capital flows toward diverse ownership models and fund managers. Gender and racial equity are central to AlTi’s thematic work.
Jennifer works with clients seeking to align capital with their personal sets of values, and has an established practice advising female investors. Her past experience as a wealth manager and investor includes positions at Wetherby Asset Management, Venture Investment Associates and Wilmington Trust in New York.
A regular speaker at industry events, Jennifer is a member of the Investment Committee at United Religions Initiative, a nonprofit that fosters cooperation among different cultural and religious groups in communities around the world.
Roopalee Dave
Partner & UK Wealth Management Lead
EY
Roopalee is a Partner and UK Wealth Management lead in EY’s Financial Services team focusing on wealth management and private banking clients. She leads the Wealth Management sub- sector in […]
Sabila Din
CEO & Founder
Din Consultants
Sabila is CEO and Founder of Din Consultants, HQ in London and is an accomplished global business management, marketing and gender specialist. She works with global private banks, elite family […]
Sabila is CEO and Founder of Din Consultants, HQ in London and is an accomplished global business management, marketing and gender specialist. She works with global private banks, elite family offices and entrepreneurs - delivering propositions for growth. She works extensively with World Bank/IFC across EMEA, building financial capacity to drive female SME growth and gender financial inclusion. In addition to her consultancy, she also runs a ‘property private client office’. Prior to setting up her businesses, she held senior roles at ABN AMRO, Asia, JWT HK and was an Associate, IBM e-business fs consultant, EMEA.
Cath Dovey
Co-Founder
Beacon Collaborative
Cath Dovey is a co-founder of the Beacon Collaborative, a collective impact movement aimed at increasing giving and social investment among the UK’s wealthy population. Beacon forges collaboration among organisations […]
Cath Dovey is a co-founder of the Beacon Collaborative, a collective impact movement aimed at increasing giving and social investment among the UK’s wealthy population. Beacon forges collaboration among organisations that work with wealthy donors through a range of activities covering peer influence, public awareness, research and measurement, professional advice and political engagement. She was formerly a co-founder of Scorpio Partnership, the global wealth management strategy and research firm. She chairs Rosa, the UK fund for women and girls. She is a trustee of Philanthropy Impact and First Star UK. She is a member of the technical panel of the Law Family Commission on Civil Society.
Sianne Haldane
Founder
Boon Impact Limited
Boon Consulting was founded by Sianne Haldane. Sianne is a STEP qualified lawyer with over twenty years experience working and consulting in the third sector as well as advising private […]
Boon Consulting was founded by Sianne Haldane. Sianne is a STEP qualified lawyer with over twenty years experience working and consulting in the third sector as well as advising private clients. Sianne was formerly Chief Impact Officer at Maanch, an ESG tech consulting firm where she worked with large corporate to embed sustainability programmes. Before then, Sianne was Head of Planned Giving Philanthropy at Cancer Research UK, the UK's largest charity, where she brought in their three largest ever individual gifts, totalling over $100M.
Sianne is Chair of the STEP Global Philanthropy Advisers Special Interest Group. She sits is on the Advisory Committee of the UN Global Compact UK and acts as an advisor on UBP's Biodiversity Restoration Impact Fund. She regularly gives keynote talks at philanthropy and private client conferences and events. She is also a Trustee of both Save the Rhino and Mosaik Education a charity helping refugees access tertiary education. She also works with corporates on their sustainability and CSR strategies.
Elise Hockley
Communications Director
Ocean Risk and Resilience Action Alliance (ORRAA)
Elise is Communications Director of the Ocean Risk and Resilience Action Alliance (ORRAA), the only multi-sector collaboration connecting international finance and insurance sectors, governments, non-profits and stakeholders from coastal communities […]
Elise is Communications Director of the Ocean Risk and Resilience Action Alliance (ORRAA), the only multi-sector collaboration connecting international finance and insurance sectors, governments, non-profits and stakeholders from coastal communities to pioneer finance products that incentivise investment into coastal and ocean Nature-based Solutions.
She previously served as COO, Head of Investor Relations and Board Director at a London-based impact fund, investing across the UK and Europe in clean technology solutions within the energy, food and water sectors.
With over a decade of experience in communications, finance and sustainability, she has also worked in various roles across global private equity and European venture capital. Elise relocated to India for over two years, working with NGOs focused on water, sanitation and hygiene (WASH) and biodiversity where amongst other duties she handled communications, relations between the various projects and their donors and event management.
She has a Certificate in ESG Investing from the CFA Institute, in Environmental Management from IEMA and attended The Chartered Institute of Marketing.
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, […]
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.
Xavier Isaac
Co-Founder & CEO
Accuro
I am a co-founder and CEO of Accuro Group. In 2017 I led the management buyout that galvanized Accuro as the independent, values-driven and award-winning business it is today. I […]
I am a co-founder and CEO of Accuro Group. In 2017 I led the management buyout that galvanized Accuro as the independent, values-driven and award-winning business it is today. I drive our international strategy, mission and vision. I am also advising clients on estate planning, taxation, philanthropy and trusts, with the objectives of protecting their families and their wealth whilst supporting their positive contribution to the world.
My qualifications include a master’s degree in Law from Catholic University of Louvain (Belgium), Magna Cum Laude. I was awarded a European Community Scholarship at University Complutense of Madrid (Spain). I am also a Member of the Society of Trust and Estate Practitioners (TEP) and a former Vice-President of the Swiss Association of Trust Companies.
Nigel Kershaw OBE
Chair
The Big Issue Group
Since 1974 Nigel has created, built and scaled social enterprises and investment. Joining The Big Issue Group (TBIG) in 1994, he subsequently became CEO, and then Group Chair. In 2004 […]
Since 1974 Nigel has created, built and scaled social enterprises and investment. Joining The Big Issue Group (TBIG) in 1994, he subsequently became CEO, and then Group Chair. In 2004 Nigel and Lord Bird launched Big Issue Invest which has directly invested in over 400 UK social enterprises. TBIG currently manage or advise on over US$500m of private and public impact funds. Nigel and his team devised and then partnered to develop two public market funds. In 2013 with Columbia Threadneedle, the UK Social Bond Fund and then with Aberdeen Standard Investment, the Multi-Asset Climate Solutions Fund. He also co-founded The Big Exchange, the largest impact-only online supermarket incorporating 50 rated funds with a combined Assets Under Management of over US$70bn. Nigel trained as a lithographic printer and also worked as a systems analyst, project manager and trade union official. He has founded three printing and publishing social enterprises and is a Social Enterprise UK ‘Champion of Champions’.
Keith MacDonald
Senior Advisor Wealth Management
Keith has been a partner advising financial services firms for over 35 years, leading businesses for EY, CapGemini and Capco. He led EY’s Wealth Management and Private Banking business for […]
Keith has been a partner advising financial services firms for over 35 years, leading businesses for EY, CapGemini and Capco. He led EY’s Wealth Management and Private Banking business for over 10 years and continues to advise organisations in this sector. He is currently advising a range of fintechs and other start/scale ups on strategy, distribution, partnerships and funding. He is also a trustee and adviser to several philanthropic and charity bodies.
Stephen Metcalf
Head of Sustainable Investing, BI & Asia
RBC Wealth Management
Stephen Metcalf is Head of Sustainable Investing for RBC Wealth Management in the British Isles and Asia. He oversees the integration of sustainability issues into decision making across discretionary and advisory […]
Stephen Metcalf is Head of Sustainable Investing for RBC Wealth Management in the British Isles and Asia. He oversees the integration of sustainability issues into decision making across discretionary and advisory investment offerings. Additionally he produces thought leadership pieces on ESG topics and is responsible for the research and selection asset managers in the ESG space. Stephen joined RBC Wealth Management in 2018 as an Analyst in the discretionary team before moving in to the Global Manager Research team, commencing his present role at the start of 2021. Prior to joining RBC, Stephen graduated from the London School of Economics with a degree in Economics.
James Quarmby
Partner
Stephenson Harwood LLP
Recently recognised as “tax & trusts lawyer of the year” (Spears’ Wealth Management Awards 2022), James is the head of our private wealth team. James is widely regarded as one […]
Recently recognised as "tax & trusts lawyer of the year" (Spears' Wealth Management Awards 2022), James is the head of our private wealth team. James is widely regarded as one of the leading practitioners in the UK and is described in the Chambers HNW Guide (2019) as “very much a figurehead of the industry…… he carries a lot of experience”.
James has a wide ranging practice, advising on UK and international taxation, residency and domicile, offshore pensions and trusts, asset protection, succession planning and HMRC disputes.
James is one of the most prominent private client lawyers in the UK and frequently appears in the press and broadcast media (Sky News, BBC TV News, BBC Radios 2 / 3 / 4 / 5, Bloomberg TV and the BBC World Service). He writes and lectures widely on tax policy. The private client publication "e-private client" names James, for the last 8 years running, as a "Top 50 Most Influential' in the private client industry.
As well as being a solicitor, regulated by the SRA, he is a Registered Tax Technician, regulated by the Association of Tax Technicians (ATT). He is an active member of STEP and a contributing editor for Lexis/Nexis.
Matthew Spencer
Advisor
Various
Combining both an in-depth knowledge of marketing strategy and business development, Matthew has sat on senior management teams and led significant business growth. His deep experience with HNW/UHNW clients, knowledge […]
Combining both an in-depth knowledge of marketing strategy and business development, Matthew has sat on senior management teams and led significant business growth. His deep experience with HNW/UHNW clients, knowledge of wealth management and expertise in marketing strategy to improve brand awareness, client experience and business development are extensive. Until recently he was Managing Director, Head of Business Development & Marketing at Close Brothers Asset Management having previously held senior management positions at Deutsche Bank, Coutts and Credit Suisse.
Melvyn Yeo
Co-Founder and Director
TRIREC
Melvyn is the Founder of Singapore-based, TRIREC, which is the leading investment firm incorporated in 2015 with the aim of making a meaningful impact on addressing climate change through a […]
Melvyn is the Founder of Singapore-based, TRIREC, which is the leading investment firm incorporated in 2015 with the aim of making a meaningful impact on addressing climate change through a disciplined investment approach by supporting entrepreneurs and companies that share our belief in a sustainable future. TRIREC’s investment mandate is focused on the decarbonization theme and invests in early-stage startups globally. Melvyn started his career in Goldman Sachs and was with the firm for more than a decade. He was the Co-Founder of Thirdrock Group which was the leading Asian independent asset manager that was acquired by UK-listed Schroders plc in 2019. Melvyn was the Deputy CEO of Schroders Wealth Management Asia till 2021 and he also chaired the Asia Investment Committee and co-Chaired the Private Assets Investment Committee for Schroders Wealth Management globally during his tenure.
Categories
The submission process for the Third Annual WealthBriefing Wealth For Good Awards 2024 is now unfortunately closed. For any questions, please contact siiri.piiroinen@clearviewpublishing.com
Awards Winners Supplement
About our Sponsors
Headline Sponsor
Supporting Partner
The Global Returns Project (GRP) is a UK-registered charity that makes it easy to donate to some of the world’s highest impact climate and biodiversity charities.
Through GRP, individuals and companies can take fast, effective and transparent action to mitigate climate change and biodiversity loss. Using a proprietary methodology, developed with our Technical Advisory Board of world-class scientists, we apply the principles of good investment to the climate and biodiversity charity space.
We select and assess the highest-impact charities for inclusion in our diverse portfolio. The chosen charities tackle climate change and biodiversity loss by directly protecting and regenerating the planet: they restore and preserve forests, conserve ocean ecosystems, enforce environmental law, shine a light on deforestation in supply chains and more.
GRP manages the portfolio to ensure that donors’ impact is maximised: charities are reassessed every 6 months, and underperforming charities may be replaced. Donors are safe in the knowledge that they are getting the most ‘bang for their buck’, and kept up to date by exclusive 6-monthly impact reports outlining the real, identifiable impact of their donations. Donors also receive invitations to exclusive networking events headlined by leading scientists.
Charities in the portfolio (March 2024) include: Rainforest Trust, Trillion Trees, Global Canopy, Blue Marine Foundation, Whale and Dolphin Conservation, ClientEarth and Global Canopy.
100% of donations go to these charities, GRP takes no deductions. GRP’s operating costs are funded separately.
Category Sponsors
ProFundCom helps financial institutions raise and preserve AuM using digital marketing analytics. ProFundCom has been built using expertise and best practice from within the financial services industry. Our marketing analytics focus solely on the asset/investment management space and offer an integrated solution across all digital properties. We understand email/web traffic patterns of investment management clients and how you can leverage these behaviours.
TRIREC is an investment firm based in Singapore with decarbonization as its mandate. It allocates capital to exceptional entrepreneurs globally to provide them with early-stage growth equity and partners with start-ups in contributing to a healthier planet and stronger communities while delivering suitable risk-adjusted returns to its investment partners. TRIREC investment expertise is around the five sectors that produce the majority of greenhouse gas emissions that contribute to climate change. These are electricity and power, mobility and transportation, food and agriculture, buildings, and industries. At the heart of TRIREC’s story is a culture steeped in a desire to protect the environment for the many generations that will follow, entrepreneurial drive, a strong sense of community, and camaraderie. The value of what TRIREC strives to achieve every day is immeasurable in the short term, while viewed in the long lens of history, it is massively significant.
smartKYC’s AI software is used by banks to automate customer due diligence whether for remediation, onboarding, refresh or continuous monitoring; our technology drives faster, better, and more cost- effective KYC at every stage of the relationship – liberating human effort to focus on decision-making rather than laborious screening and research. smartKYC integrates all relevant KYC sources - external watchlists, media archives, open web search, private company data, internal blacklists and, like a human, it reads everything and extracts useful intelligence in the form of facts. smartKYC presents facts about risks like adverse media, but also provides insights into information like source of wealth, network risk and even ESG misdemeanours. Sophisticated hit scoring maximises relevance and minimises false positives. All of this is done at speed and at scale and, as such, straight through processing opportunities become obvious. In refresh or continuous monitoring mode, smartKYC watches only for net new risks as they emerge and never repeats what is already known.
Venue
BDB Pitmans
Address: One Bartholomew Close London EC1A 7BL
Charity Partners
Winners
MULTI FAMILY OFFICE CATEGORIES
Investment Offering (Global Reach)
VAR Capital Ltd.
NextGen Support (Global Reach)
VAR Capital Ltd.
FUND MANAGEMENT CATEGORIES
Communication Strategy (Global Reach)
WHEB Asset Management
Investment Methodology (Global Reach)
WHEB Asset Management
Investment Methodology (Europe)
Niche Asset Management (NEF Ethical Global Trends)
Investment Performance (Europe)
Niche Asset Management (Pharus Asian Value Niche)
Investment Research (Global Reach)
WHEB Asset Management
Private Equity (PE) Fund (APAC)
TRIREC
Thematic Fund (Europe)
Niche Asset Management (Pharus Electric Mobility)
Thematic Fund (APAC)
TRIREC
Thought Leadership (APAC)
TRIREC
Thought Leadership (Europe)
GIB Asset Management
PROFESSIONAL SERVICE FIRM CATEGORIES
Internal, Diversity and Inclusion Program (APAC)
Withersworldwide
Philanthropy Offering or Advice (Americas)
Daylight Advisors
Philanthropy Offering or Advice (APAC)
Withersworldwide
Philanthropy Offering or Advice (UK)
Russell-Cooke
PRIVATE ASSET MANAGEMENT CATEGORIES
CSR Strategy and Implementation (Americas)
Bailard
Internal, Diversity and Inclusion Program (Global Reach)
Capital Generation Partners
Internal, Diversity and Inclusion Program (Americas)
Veris Wealth Partners
Philanthropic Initiative (UK)
EQ Investors
Investment Methodology (Global Reach)
Capital Generation Partners
Investment Methodology (Europe)
FormInvest AG
Investment Methodology (UK)
Tribe Impact Capital
Investment Performance (Global Reach)
FormInvest AG
Investment Performance (UK)
Atomos
Investment Performance (MENA)
Spring Investment Management
NextGen Support (Europe)
Spring Investment Management
Thought Leadership (Americas)
Veris Wealth Partners
Thought Leadership (UK)
EQ Investors
Use of Technology – Client Experience (Europe)
Spring Investment Management
TECHNOLOGY CATEGORIES
CSR Strategy and Implementation (Global Reach)
First Rate
Data Solution (Global Reach)
First Rate
Reporting Solution (Global Reach)
First Rate
Reporting Solution (Europe)
aixigo AG
Reporting Solution (Americas)
Aleta
Reporting Solution (UK)
Etcho
Innovative Technology Solution (Global Reach)
InvestSuite
Innovative Technology Solution (Americas)
Foundation Source
Innovative Technology Solution (UK)
Etcho
Newcomer (Americas)
Aleta
Implementation of a Technology Solution (Americas)
InfoGrate Inc.
Thought Leadership (Global Reach)
Dynamo Software
TRUST AND FIDUCIARY CATEGORIES
Philanthropic Initiative (Americas)
Bryn Mawr Trust
Communications Strategy (Americas)
Bryn Mawr Trust
Investment Advice or Service Provision (Americas)
Glenmede Trust Company
Philanthropy Offering (UK)
Ludlow Trust
Philanthropy Offering (Americas)
Fiduciary Trust Company
NextGen Support (Switzerland)
Trustconsult Luxembourg S.A.
CONSULTANCY CATEGORIES
Philanthropic Initiative (Europe)
EY
Philanthropy Consultancy (Americas)
The Family Office Doctor LLC
Investment Consultancy (UK)
ARC
Thought Leadership (Europe)
EY
NOT-FOR-PROFIT, FOUNDATIONS AND TRUST CATEGORIES
Initiative or Program (Global Reach)
Charities Aid Foundation
Initiative or Program (Americas)
FinServ Foundation
Initiative or Program (UK)
Big Give
Thought Leadership (Americas)
FinServ Foundation
INTERNATIONAL FINANCE CENTRE CATEGORY
Communication Strategy or Thought Leadership (Europe)
Guernsey Finance
PRIVATE BANKS CATEGORIES
CSR Strategy and Implementation (UK)
SG Kleinwort Hambros
Internal, Diversity and Inclusion Program (UK)
SG Kleinwort Hambros
Internal, Diversity and Inclusion Program (Americas)
Huntington Private Bank
Philanthropic Initiative (Global Reach)
REYL Intesa Sanpaolo
Sustainable Investment Offering (Global Reach)
Schroders Wealth Management
Sustainable Investment Offering (Europe)
RBC Wealth Management
Sustainable Investment Offering (MENA)
BNP Paribas Wealth Management
Sustainable Investment Offering (UK)
HSBC Private Banking, UK
ESG Investing (Global Reach)
LGT Private Banking
ESG Investing (Europe)
Societe Generale Private Banking
SRI Offering (MENA)
BNP Paribas Wealth Management
SRI Offering (Europe)
Societe Generale Private Banking
Philanthropy Service Offering (Global Reach)
LGT Private Banking
Philanthropy Service Offering (UK)
Barclays Private Bank
Philanthropy Service Offering (Americas)
Bank of America Private Bank
Thought Leadership (Global Reach)
REYL Intesa Sanpaolo
Thought Leadership (Americas)
Huntington Private Bank
Use of Technology – Client Experience (Europe)
QNB Finansbank
LEADERSHIP CATEGORIES
CEO Pursuing Leadership in Wealth Management (Europe)
Wealth Reader – David Lozano Lucas
CEO Pursuing Leadership in Wealth Management (Americas)
Veris Wealth Partners – Stephanie Cohn Rupp
CEO Pursuing Leadership in Wealth Management (Switzerland)
Accuro – Xavier Isaac
Outstanding Contribution to Wealth for Good Initiatives (Under 40’s) (Americas)
Bank of America Merrill Lynch – Valerie Galinskaya
Outstanding Contribution to Wealth for Good Initiatives (Under 40’s) (Europe)
Trustconsult Luxembourg S.A – Grégoire Mure
Outstanding Contribution to Wealth for Good Initiatives (Under 40’s) (UK)
Etcho – Charlie French
Outstanding Contribution to Wealth for Good Initiatives (Americas)
Arden Trust Company – Kina Franklin
Outstanding Contribution to Wealth for Good Initiatives (APAC)
Stephenson Harwood – Tze-wei Ng
Outstanding Contribution to Wealth for Good Initiatives (Europe)
Prism the Gift Fund – Anna Josse
Outstanding Contribution to Wealth for Good Initiatives (UK)
Barclays Private Bank – Juliet Agnew
Female Executive Championing a Wealth for Good Strategy (Global Reach)
Capital Generation Partners – Charlotte Thorne
Female Executive Championing a Wealth for Good Strategy (APAC)
Withersworldwide – Michelle Chow
Female Executive Championing a Wealth for Good Strategy (UK)
National Philanthropic Trust – Eileen R. Heisman
Previous Winners
FUND/ASSET MANAGER CATEGORIES
Best ESG Communication Strategy (Europe)
WHEB Asset Management
Best ESG Equities Fund (APAC)
Milltrust International Group
Best ESG Fund Methodology (UK)
Milltrust International Group
Best ESG Fund Performance (UK)
Milltrust International Group
Best ESG Thematic Fund (Global Reach)
TRIREC
Best ESG Hedge Fund (Global Reach)
Sonen Capital
Best Sustainability & ESG Thought Leadership (Global Reach)
Sonen Capital
Best Impact Fund Methodology (Europe)
WHEB Asset Management
Best Sustainability & ESG Thought Leadership (Europe)
WHEB Asset Management
LAW/ACCOUNTANCY FIRM CATEGORIES
Best ESG Sustainability Impact Offering (APAC)
Withersworldwide
Best Philanthropy Initiative or Offering (APAC)
Withersworldwide
Best Philanthropy Offering (Europe)
Russell-Cooke
Best Sustainability & ESG Thought Leadership (APAC)
Withersworldwide
PRIVATE ASSET MANAGER AND EXTERNAL ASSET MANAGER CATEGORIES
Best ESG Portfolio (Methodology) (UK)
Tribe Impact Capital
Best ESG Portfolio (Performance) (UK)
Tribe Impact Capital
Best NextGen Initiative or Offering (Europe)
Atomos
Best Sustainability and ESG Thought Leadership (Global Reach)
TRIREC
Best Sustainability and ESG Thought Leadership (Europe)
EQ Investors
Best Sustainability Offering (UK)
Atomos
Best Sustainability Offering (Europe)
EQ Investors
TRUST COMPANY CATEGORY
Best Philanthropy Initiative or Offering (Americas)
Fiduciary Trust Company
TECHNOLOGY CATEGORIES
Best ESG Data Solution (Europe)
Sugi
Best ESG Reporting Solution (Europe)
Dorsum Ltd
Best ESG Reporting Solution (Switzerland and Liechtenstein)
Finfox
Best ESG Reporting Solution (UK)
Sugi
Best ESG Reporting Solution (Global Reach)
FundCount
Best ESG Screening Solution (Global Reach)
UBS Partner
Best Technology Enabled ESG Service (Europe)
aixigo AG
Best Technology Enabled ESG Service (Global Reach)
UBS Partner
Best Technology Enabled ESG Service (Switzerland and Liechtenstein)
Finfox
Best Innovative Solution (Switzerland and Liechtenstein)
Etops
Best Innovative Solution (Americas)
Foundation Source
Best Innovative Solution (Europe)
Sugi
Best Innovative Solution (APAC)
UBS Partner
Best Implementation of an ESG Solution (Switzerland and Liechtenstein)
Finfox
Best Implementation of an ESG Solution (Global Reach)
UBS Partner
Best Implementation of an ESG Solution (Europe)
Sugi
Best Technology Consultancy (Europe)
aixigo AG
WEALTH MANAGEMENT CONSULTANTS CATEGORIES
Best Diversity and Inclusion Programme (Americas)
Veris Wealth Partners
Best ESG Communication Strategy (Americas)
Veris Wealth Partners
Best Sustainability and ESG Thought Leadership (Global Reach)
Itriom Limited
Best Client Engagement (Global Reach)
Raymond James Embassy Gardens
NOT FOR PROFIT CATEGORY
Best Philanthropy Initiative or Offering (UK)
Stewardship
PRIVATE BANKING CATEGORIES
Best Bank CSR Engagement (Global Reach)
BNP Paribas Wealth Management
Best Bank CSR Engagement (APAC)
Indosuez Wealth Management
Best Bank CSR Engagement (Europe)
SG Kleinwort Hambros
Best Bank Diversity and Inclusion Programme (Americas)
Bank of America Merrill Lynch
Best Bank Diversity and Inclusion Programme (Global Reach)
Investec
Best Bank Diversity and Inclusion Programme (Europe)
SG Kleinwort Hambros
Best Bank Diversity and Inclusion Programme (Switzerland)
Indosuez Wealth Management
Best Bank ESG Internal Training (APAC)
BNP Paribas Wealth Management
Best Bank NextGen ESG Initiative or Offering (Global Reach)
BNP Paribas Wealth Management
Best Bank for ESG Portfolio (Methodology) (APAC)
BNP Paribas Wealth Management
Best Bank for ESG Portfolio (Performance) (APAC)
BNP Paribas Wealth Management
Best Bank for Sustainability (Global Reach)
LGT Private Banking
Best Bank for Sustainability (Europe)
Société Générale Private Banking
Best Bank for ESG Thought Leadership (Europe)
REYL Intesa Sanpaolo
Best Bank for ESG Thought Leadership (Global Reach)
LGT Private Banking
Best Bank Impact Offering (Global Reach)
BNP Paribas Wealth Management
Best Bank Philanthropy Offering or Initiative (Americas)
Bank of America
Best Bank Philanthropy Offering or Initiative (Europe)
Société Générale Private Banking
Best Bank Philanthropy Offering or Initiative (Switzerland and Liechtenstein)
REYL Intesa Sanpaolo
Best Bank SRI Offering (Europe)
Société Générale Private Banking
Best Bank SRI Offering (Global Reach)
BNP Paribas Wealth Management
Best Bank Sustainability Offering (Investments) (Europe)
HSBC Private Banking
Best Bank Sustainability Offering (Investments) (Global Reach)
LGT Private Banking
Best Bank Sustainability Offering (Investments) (MENA)
BNP Paribas Wealth Management
LEADERSHIP CATEGORIES
Outstanding CEO, Pursuing Wealth For Good (Global Reach)
Matthew Millard-Beer – Itriom Limited
Outstanding CEO, Pursuing Wealth For Good (Europe)
Anna Josse – Prism the Gift Fund
Outstanding Individual Contribution in Wealth For Good (Americas)
Michael Lent – Veris Wealth Partners
Outstanding Individual Contribution in Wealth For Good (APAC)
Stacy Choong – Withersworldwide
Outstanding Individual Contribution in Wealth For Good (Global Reach)
Veronique Morel-Kane – Raymond James Embassy Gardens
Women in Wealth For Good (Europe)
Earth Capital
Women in Wealth For Good (UK)
Veronique Morel-Kane – Raymond James Embassy Gardens
Women in Wealth For Good (APAC)
Penelope Shen – Stephenson Harwood
Photographs
Frequently Asked Questions
Frequently Asked Questions
Q) Does the entering firm or individual need to be a subscriber to WealthBriefing, WealthBriefingAsia or Family Wealth Report?
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) 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
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