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 […]
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 banks, family offices, asset managers, software vendors and service providers.
Steve has over 30 years’ experience in the Financial Services’ industry and has held senior positions in the Wealth Management sector as Operations Director for Schroders Private Bank and Head of Product Development for State Street's Wealth Manager Services division. In addition, he has worked at The Bank of New York
where he managed their enterprise level global banking relationships and at Citisoft Consultants where he was Head of European Business Development.
Steve is a regular keynote speaker at Wealth Management events and is often quoted in the press. He also serves on the judging panel for a number of prestigious industry awards covering the UK, Channel Islands and Switzerland and has been included in the Top 100 Most Influential People in Service Provision for Alternative
Investment Firms for the past 3 years.
By utilising his extensive network of contacts and market knowledge, Steve is able to add value to start-up & scale up Fintech companies and private equity organisations.
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 […]
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 and growth-oriented companies. Prior to that, Ausaf had a 25-year career at Merrill Lynch and Morgan Stanley, where he held various senior management positions in both investment banking and wealth management. His international experience includes 13 years based in Hong Kong, Singapore and Tokyo, and extensive experience managing wealth businesses across the MENA region. His broad range of interests include acting as senior advisor to a real estate investment banking firm and serving as a director of SEO London and Tara Arts, two charities focused on education and Asian theatre.
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.
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 […]
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 Fund Representation Solutions department. This service enables foreign fund managers to raise assets in Switzerland in full compliance with the local
regulations.
Philippe has over 30 years of leadership experience in the Banking and Financial Services’ industry and has held a variety of senior management roles in companies in Switzerland and abroad, having previously served as Country Manager, Sales and Marketing Manager, Chief Operating Officer, Chief financial Officer and Relationship
Manager.
He has thus acquired a wide range of experience that allows him to have a 360° vision of all business lines of an international banking group.
Both Swiss and Italian, Philippe is completely comfortable operating in multicultural and multilingual environments and holds a Master’s degree in Business Administration and a Marketing Manager diploma.
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 […]
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 Fund advisory and moved to Private Banking in 2010. Antoine developped a strong network amongst family offices, HNWI and EAM.
He holds a Master in Finance and Econometrics from University Paris Pantheon Assas (Paris II)
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 […]
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 and well positioned ahead of the next wave of industry and competitive disruption. Ian provides industry, strategic, client centric and modern technology assessment, focus and implementation insights, drawing on my extensive network and wide-ranging business and technology model approaches and change experience to optimise growth, resilience and performance. Ian is recognised as a trusted advisor, having supported a range of firms both as an independent advisor, partner and as an executive of major technology and business consulting brands including EY,IBM, PwC and Orbium ,a software platform integrator, sold to Accenture in 2019 where he then held a wider European wealth industry business and technology transformation advisor role across key markets and clients, until 2023, when he became an independent board advisor and partner.
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 […]
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 Managers, Family Offices, Fund Managers and Banks.
He brings the judges panel an extensive banking operations & IT expertise acquired in his current role since 2020 but also during the 9 previous years while heading business development of Bank Lombard Odier global custody & reporting services which he joined after 10 years as Private Banking Client Executive at IBM Geneva.
Both Swiss and Belgian, used to work in multi-cultural and multilingual environments, his motivation has been during his whole career to understanding customer's pains, translating those to experts who are able to solve them and setting the right level of expectations on both sides.
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 […]
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 Capital, and unbiased counselling.
Over 17 years of senior-level expertise across diverse asset classes and a track record of managing firms with several billion AUM.
Key Areas of Expertise:
-Fund and SPV Development to optimize financial structures.
-Private Equity, Venture Capital, and Alternative Investments.
-Corporate Finance Services
-Shareholder Management and Investor Relations.
Academic and Research Background:
Holding a Ph.D. in Corporate Finance from the University of Aix-Marseille, Dr. Kern's academic journey includes research stints at Harvard University and the National Bureau of Economic Research.
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 […]
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 was an Associate Director with responsibility for the company’s operations, including dealing and CASS. Matthew is a Chartered Member of the CISI, has a degree in Classics from the University of Bristol and holds both the Investment Operations Certificate (IOC) and the Investment Management Certificate (IMC).
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 […]
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 multi-family office Artorius. Mike was the architect behind the model that delivers a multi-jurisdictional client-centric wealth-planning proposition. Mike was previously a partner at accountancy firms RSM and Baker Tilly. Prior to this he has years’ experience in financial services and banking with KPMG, Santander and UK mutual societies. He also helped found a Saudi family office and managed a substantial private equity portfolio.
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 […]
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.
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 […]
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 of their bi-annual Wealth Management Report. Bruce is now CEO of Weatherill Consulting providing advice on client centricity and wider strategic matters to wealth managers. He is the author of The Value of Trust: the quest by Wealth Managers for Trusted Advisor status and a number of other thought leadership reports. Bruce is chairman of ClearView Financial Media and Ten Lifestyle Group Plc as well as a non-executive of a number of companies including , The Wisdom Council and ComPeer.
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 […]
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 director and head of Americas at the Royal Bank of Canada Wealth Management International in London, and before that head of private wealth management at Kleinwort Benson. A stockbroker by training, Martin has over 30 years’ experience in advising clients and working in partnership with clients’ other professional advisors. He is also a Registered Investment Advisor with the Securities Exchange Commission (SEC) and sits on the expert panel for the Society of Trust and Estate Practitioners (STEP).
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 […]
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 bank in the world to offer crypto products to clients, Falcon Private Bank, where he served as the COO and Interim CEO of the London operation until leaving to establish Greengage.
Prior to that he held management positions at Clariden Leu, a division of Credit Suisse, and Zurich Financial Services. Mr Kiernan has an MBA from the University of St. Gallen and a BSc from Georgetown University.
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 […]
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 from UK, Jersey and Dubai.
Debbie has had a distinguished career of over 30 years in banking and has been with the Bank for more than 20 years.
Having joined the FM business in Corporate FX sales, she then went on to lead the product team in Jersey, servicing offshore retail clients. Given her in-depth knowledge and experience, she has held a variety of roles within the bank and in diverse leadership positions.
As a senior leader, she is well-respected within the industry and is an authority on the Bank’s Wealth Management business.
Prior to joining the bank, she was with RBC for 11 years working in corporate sales.
As a strong business leader, Debbie enjoys leading global teams, building new business lines and thrives in a fast-paced, dynamic & challenging work environment.
She is also passionate about mentoring women & high- performance teams and a member of our D & I Council.
Outside of work, Debbie is a regular runner, enjoys skiing and is passionate about fitness.
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 […]
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 be one of the leading experts in advising US-connected families, individuals and Trusts on the management of their international wealth. As a result, he is regularly asked
to speak on the challenges of managing money within the complex tax regime of the US.
He specialises in advising on the structure, asset allocation and coordination of international wealth. And in doing
so, works with a wide network of leading private client professionals in the UK, Europe and America.
Between 2016-2022, Robert has been named ‘Top Recommended’ for international clients in the Top 50 Ultra
High Net Worth Wealth Manager section of the Spears 500 index.
Robert acts as a Trustee for the London & Capital Foundation and also as a Trustee for the Roald Dahl
Marvellous Children’s Charity.
He lives in Hampshire with his wife and three children.
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 […]
He is an active member of the Chartered Institute of Securities & Investments and CFA UK. Glenn holds a Bachelor of Science degree, having studied Applied Physics and Computer Science. He is Investment Management certified (IMC) and qualified in Investment Operations (IOC). Glenn was also previously a non-executive director for a number of UCITS funds.
Glenn regularly attends and speaks at industry events, panels and has written over 30 articles on the areas of innovation in wealth & investment management. Outside of industry Glenn is a qualified executive coach, a member of Mensa, Chair and Trustee to two charities, and also has his own charitable foundation focused on supporting new charity start-ups and directed philanthropy.
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 […]
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
Commercial Real Estate sectors. Previously James was Head of International Private Banking at
Coutts & Co and then Chief Executive and Vice Chairman of Arbuthnot Latham & Co Limited. More
recently, he was Chief Executive of Sandaire, the Multi-Family Investment Office that was sold to
Schroders in December 2020. James started his career with Hambros Bank.
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.
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 […]
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 & Founder of Legacy Wealth Advisors Pte Ltd which provides independent succession planning and investment services to support families to ensure a smooth transition of wealth to the next generation. Legacy Wealth Advisors was awarded Independent Wealth Manager, South East Asia at the WealthBriefingAsia Awards 2024 and Most Promising New Entrant at the WealthBriefingAsia Awards 2022.
Elizabeth is also Managing Director of The Life Academy Pte Ltd, which provides bespoke family wellness programs and empowerment coaching to ensure harmony through generations and to prepare the next generation for being future wealth owners.
Elizabeth is an independent non-executive director of British & Malayan Holdings Ltd, an SGX listed company established since 1924 and a pioneering member of the Singapore Stock Exchange.
Previously, Elizabeth has held senior managerial positions including Managing Director, Head of South East Asia, Rothschild Wealth Management and Director, Rothschild Trust for 12 years until 2016. Elizabeth has been covering Asia & Australia for over 20 years. The industry awarded Elizabeth Banker of the Year in 2000.
Elizabeth is an Associate of the Chartered Institute of Bankers, a member of the Society of Trust and Estate Practitioners, a member of the Singapore Institute of Directors and an Ambassador for WealthiHer and Ladies Finance Club. Elizabeth, a UK citizen and Singapore permanent resident, is married with three children.
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 […]
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 includes dealing with complex tax planning, trust and estate issues for both UK and international high net worth individuals and trustees. Matthew deals with complex high-level estate and succession planning with particular emphasis on entrepreneurial clients and family businesses. Furthermore, he has developed a strong contentious probate, trust and disputed wills practice.
Worthy of particular note, Matthew is registered as a will draftsman in the Dubai International Financial Centre’s (DIFC) Wills and Probate Registry where he is authorised to draft and advise on the production of DIFC compliant wills. Matthew was the first non-Dubai based solicitor to be awarded this title.
Matthew offers pragmatic, practical and personable advice. He is consistently praised by clients and intermediaries for his care and attention and excellent advice. Matthew is a member of the Society of Trust and Estate Practitioners (STEP).
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 […]
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 on C suite and senior appointments in the private banking, wealth management and family office sectors and works across management, investment, distribution and operational functions. He operates at board level and his clients include FTSE 100, FTSE 250, AIM listed and private companies. Billy is a former investment advisor, he is a Chartered Fellow of Chartered Institute of Securities and Investments, a Freeman of the City of London and serves on the board of a charity.
In 2021, SES was awarded Best Wealth Management Executive Search firm at the WealthBriefing Awards, Boutique Recruitment Specialist of the Year in the Innovation and Excellence awards and the company is part of the Race Fairness Commitment.
Categories
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
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.
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
London Marriott
Address: Grosvenor Square, London W1K 6JP
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