Overview

Introduction

WealthBriefing is excited to announce the launch of its 2025 European Awards programme.

Now celebrating its thirteenth year, and building on the long-standing success of its independent judging process, nominations for the Thirteenth Annual WealthBriefing European Awards 2025 are now open.

Having reported on the wealth management industry for nearly 20 years and being responsible for many research reports specifically covering the 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 and entry into the Annual Winners Acclaim magazine.

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

There are three judging panels for the awards. A panel of trusted advisors who will be responsible for judging the family office and private banking categories. A second panel of family office and banking professionals will judge the trusted advisor categories and a third panel dedicated to judging the technology section. This is to ensure that commercially sensitive information is kept confidential and to avoid conflicts of interest. Each judge signs an NDA to ensure that all the information that they see in submissions remains strictly confidential.

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 Marriott Hotel Grosvenor Square in London on Thursday 27th March 2025.

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

Key Dates

Nominations Open – 11 July 2024

Submission Deadline – 29 November 2024 (Midnight)

Winners and Commended firms notified of their success – From January 2025

Public Announcement and Black-tie gala celebratory dinner – 27 March 2025

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

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 […]

Ausaf Abbas

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 […]

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 […]

Philippe Steffen

Managing Director

REYL & Cie

Philippe is a Managing Director at Reyl Intesa Sanpaolo, based in Geneva. Philippe is in charge of the operations within the Asset Services business line and more specifically for the […]

Antoine Megarbane

Director of Business Development

Taranis

Antoine is Head of Business developement of Taranis, a swiss asset management firm. He spent 14 years at UBP in London. He started his career there in 2007 in Hedge […]

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 […]

Michael Hunwick

Director - Investment & Wealth Management

Deloitte

Michael is a Chartered Wealth Manager and Chartered Fellow of the CISI and is an experienced Investment & Wealth Management leader who focuses on helping clients effectively execute on their […]

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 […]

Becky Robbins

Chief Operating Officer

Lincoln Private Investment Office

Becky is the Chief Operating Officer and a founding partner of Lincoln Private Investment Office. As COO, she is responsible for the day-to-day operational business for Lincoln. Becky is also […]

Dr. Alexander Kern

Executive Director

Trustconsult Group S.A

Dr. Alexander Kern is an advisor specializing in providing strategic guidance to Family Offices & Sovereign Wealth Funds. Building lasting legacies through a blend of expertise in Private Equity, Venture […]


Technology

Matthew Drummond-Smith

Associate Director and Head of Operations

JM Finn

Matthew joined JM Finn in March 2022 as a Business Manager in our Investment Management Team. Prior to joining JM Finn, Matthew spent 16 years with Bordier UK, where he […]

Mike Toole

Owner Director

Elterwater Consulting Ltd

Mike is advisor to families, venture capital houses, start-up and growth business (as Board Adviser/NED). He is an investor, Co-Founder and formerly group chief operating officer of wealth manager and […]


Private Bankers

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 […]

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 […]

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 […]

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 […]

Debbie Wills

Head of Wealth Management & Capital Markets Products and Solutions (CMPS), Europe

Standard Chartered Private Banking

Debbie Wills currently heads the Wealth Management & CMPS business for SCB Europe. Based in London, Debbie leads a team which services both Private & Priority clients who are advised […]

Robert Paul

Partner & Head of the US Family Office

London & Capital

Robert is a Partner at London & Capital and leads the US Family Office, a team of 31 professionals managing c. $2bn of client assets. He is widely considered to […]

Glenn Murphy

Director

Various

Glenn provides independent COO advisory services to wealth management companies and international private equity houses looking to invest in the UK wealth management sector.  Glenn is also Chair of the […]

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 […]

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, […]

Elizabeth Hart

CEO & Founder

Legacy Wealth Advisors

Elizabeth has dedicated her entire career, of over 30 years, to advising private clients and provides holistic advice on wealth preservation, succession planning & family wellness.  Elizabeth is the CEO […]

Matthew Duncan

Partner and Head of the Private Wealth Team

Druces

Matthew is a partner and Head of the Private Wealth Team. He has an extensive private client practice and has specialist expertise in a number of areas. His particular expertise […]

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 […]



Categories

Below are the steps of our 2025 awards process.

1. Register here for the WealthBriefing European Awards 2025.

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 or Siiri.piiroinen@clearviewpublishing.com (submission deadline is 29th November 2024).

5. Winners and commended firms and individuals will be notified in January 2025 and will be offered marketing packages and tickets for the Awards Ceremony on 27th March 2025.

6. Winners will be announced at the ceremony on 27th March 2025 and in WealthBriefing editorial, website and social media channels on the 28th March 2025. 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 Event Manager: siiri.piiroinen@clearviewpublishing.com

About our Sponsors

Category Sponsors


Venue

London Marriott

Address: Grosvenor Square, London W1K 6JP

Charity Partners


Previous Winners

EUROPEAN WEALTH MANAGEMENT CATEGORIES 

 

Overall European Private Bank

Lombard Odier

 

Domestic Clients Team
Nykredit Private Banking

 

HNW Team
REYL Intesa Sanpaolo

 

UHNW Team
Indosuez Wealth Management

 

Private Bank – Client Service
Nykredit Private Banking

 

Private Bank – Client Initiative
ABN AMRO Wealth Management

 

Private Bank – Talent Management
Nykredit Private Banking

 

Private Bank – Credit Provider
Societe Generale Private Banking

 

Private Bank – Operations Team
Lombard Odier

 

Private Bank Wealth Planning Team
ABN AMRO Wealth Management

 

Private Bank – Private Equity Offering

Indosuez Wealth Management

 

Wealth Management Business – The Principality of Monaco
Union Bancaire Privée, UBP SA

 

Wealth Management Business – Switzerland
Societe Generale Private Banking

 

UNITED KINGDOM PRIVATE BANKING CATEGORIES

 

Overall UK Private Bank
HSBC Private Banking, UK

 

UK Domestic Clients Team
SG Kleinwort Hambros

 

UK Private Bank – International Clients Team
Standard Chartered

 

UK HNW Team
HSBC Private Banking, UK

 

UK UHNW Team
SG Kleinwort Hambros

 

UK Wealth Planning Team

Julius Baer International Ltd

 

UK International Wealth Planning Team
EFG

 

UK Private Bank – Client Initiative
SG Kleinwort Hambros

 

UK Private Bank – Client Service
Arbuthnot Latham

 

UK Private Bank – Talent Management & Diversity

Standard Chartered

 

UK Private Bank – Best Credit Provider

HSBC Private Banking, UK

 

INVESTMENT MANAGEMENT CATEGORIES

 

Specialist Investment Manager with Assets Under Management up to £2 Billion

Arbion Limited

 

Highly Commended 

VAR Capital Ltd.

 

Specialist Investment Manager with Assets Under Management between £2 – £5 Billion

EFG Harris Allday

 

Specialist Investment Manager with Assets Under Management over £5 Billion

Julius Baer International Ltd

 

Specialist Wealth Manager with Assets Under Management up to £2 Billion

Artorius

 

Specialist Wealth Manager with Assets Under Management over £5 Billion

Bordier UK

 

Investment Consultancy

ARC

 

Private Investment Office

Lincoln Private Investment Office

 

Highly Commended 

Capricorn Private Investments

 

Multi-Family Office up to £1 Billion Assets Under Management

Hundle

 

Multi-Family Office between £1-3 Billion Assets Under Management

Artorius

 

Multi-Family Office over £3 Billion Assets Under Management

Stonehage Fleming

 

Fund Manager

KBC Asset Management

 

Alternative Investment Manager (Bank/Institutional)

Union Bancaire Privée, UBP SA

 

Alternative Investment Manager (Independent)

ITERAM Capital

 

External Asset Management Platform & Offering

Lombard Odier

 

Platform Provider

Multrees Investor Services

 

Structured Product Provider

ABN AMRO Wealth Management

 

Most Innovative Thematic Proposition

Omba Advisory & Investments Ltd.

 

Discretionary Fund Management (DFM) Offering

Bordier UK

 

Digital Assets Solution/Fund Manager

Group Syz

 

Equity-Based Investment Strategy

Taranis SA

 

PRIVATE CLIENT CATEGORIES

 

Private Client Law Firm

Withers

 

Offshore Law Firm

Carey Olsen

 

Private Client Lawyer

Alice Killingbeck – KPMG Law UK

 

Tax Team

EY

 

Independent Trust or Fiduciary Team

Accuro

 

Institutional Trust or Fiduciary Team

RBC Wealth Management

 

Estate Planning

Ocorian

 

Highly Commended

Hugh James

 

Management Consultancy

EY

 

Highly Commended 

Deloitte LLP

 

Wealth Planning

Stonehage Fleming

 

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (VENDORS)

 

Transaction Processing Solution

Azqore

 

Portfolio Management

Charles River Development

 

Client Communications

WIZE by TeamWork

 

Client Reporting

Etops Group

 

Compliance

ERI

 

CRM System

Wealth Dynamix

 

Client Lifecycle Management Solution

AML Partners

 

Data Provider

HARVEST

 

Client Accounting

FundCount

 

Suitability Product

NICE Actimize

 

Risk Management

Prometeia

 

On-Boarding

Atfinity

 

Innovative Client Solution B2B

TrustQuay Viewpoint

 

Change Management Process/Best Implementation of a Technology Solution

Laserfiche

 

Innovative WealthTech Solution B2B

Flanks

 

Innovative WealthTech Solution B2C

aixigo AG

 

Innovative Use of Artificial Intelligence

IntellectAI

 

Technology Outsourcing Solution

WIZE by TeamWork

 

Blockchain-Based Sourcing Solution

Wecan Group

 

Chief Executive Officer

Karrie Tilburn – TIARA Fintech Solutions Limited

 

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (IN-HOUSE)

 

Innovative Client Solution

KBC Asset Management

 

Change Management Process/Best Implementation of a Technology Solution

Canoe Intelligence

 

Innovative Use of Artificial Intelligence

WELREX

 

SPECIALIST WEALTH MANAGEMENT CATEGORIES

 

Marketing or PR Campaign 

Crestbridge Family Office Services

 

Use of Social Media

VAR Capital Ltd

 

Corporate Social Responsibility/Diversity 

Saffery Trust

 

Wealth Management Executive Search Firm (Europe)

Stephenson Executive Search

 

International Finance Centre

Jersey Finance

 

Global Custodian to a Private Client Business

Multrees Investor Services

 

Philanthropy Offering/Initiative of the Year

Prism the Gift Fund

 

Most Promising New Entrant

WELREX

 

Most Innovative Wealth Management Model

aixigo AG

 

Most Promising Merger

Societe Generale Private Banking

 

ESG

Earth Capital

 

Consolidated Reporting

Rawlinson & Hunter LLP

 

Impact Investing

ABN AMRO Wealth Management

 

LEADERSHIP AND INDIVIDUAL CATEGORIES

 

Leading Individual (Banker)

Alex Khan – Barclays Private Bank

 

Leading Individual (Advisor)

Lee Platt – Barclays Private Bank

 

Outstanding Contribution to Wealth Management Thought Leadership (Individual)

Charles-Henry Monchau – Bank Syz

 

Outstanding Contribution to Wealth Management Thought Leadership (Company)

Deloitte LLP

 

Women in Wealth Management (Individual Contribution)

Shehreen Quayyum – Barclays Private Bank

 

Chief Executive Officer

Heather Tibbo – Crestbridge Family Office Services

 

Chief Investment Officer

Jan Meyer – Hundle

 

Chief Operating Office

Damiano Baj – EFG

 

Rising Star Under 30

Joseph Wicks – Evelyn Partners

 

Rising Star Under 40

Dawn Li Wan Po – Julius Baer International Ltd

 

Chairperson

John Reed – EFG

 

Lifetime Achievement

Bruce Weatherill


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.

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 European 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 siiri.piiroinen@clearviewpublishing.com