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 rachel.fokes@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 28 March 2024

Winners notified of their success – from April, 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 […]

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 […]

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 […]

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 […]

Elise Hockley

Chief Operating Officer, Head of Investor Relations and Board Director

Earth Capital

Elise Hockley is COO, Head of Investor Relations and Board Director at Earth Capital, an early-stage growth equity investor, investing across the UK and Europe in clean technology solutions within […]

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, […]

Xavier Isaac

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 […]

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 […]

Keith MacDonald

Senior Advisor Wealth Management

Various

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 […]

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 […]

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 […]

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 […]

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 […]


Categories

Below are the steps of our 2024 awards process.

1. Register here for the WealthBriefing Wealth For Good 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 15th March 2024).

5. Winners and commended firms and individuals will be notified in April 2024 and will be offered marketing packages and tickets for the Awards Ceremony on 27th June 2024.

6. Winners will be announced at the ceremony on 27th June 2024 and in WealthBriefing editorial, website and social media channels on the 28th June 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


Supporting Partner


Category Sponsors


Venue

BDB Pitmans

Address: One Bartholomew Close London EC1A 7BL

Charity Partners


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 

 

 


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