Overview

Introduction

WealthBriefing is excited to announce the launch of its 2024 European Awards programme.

Now celebrating its twelfth anniversary, and building on the long-standing success of its independent judging process, nominations for the Twelfth Annual WealthBriefing Awards 2024 are now open.

Having reported on the wealth management industry for nearly 20  years and being responsible for many research reports specifically covering 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 21st 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

Key Dates

Nominations Open – 10 July 2023

Submission Deadline – 30 November 2023 (Midnight) The deadline has been extended until 7 December 2023

Winners and Commended firms notified of their success – From January 2024

Public Announcement and Black-tie gala celebratory dinner – 21 March 2024

Judges

Our global awards program is built on the independence of our judges.  Each judge will have signed an NDA to ensure that all the information they receive in the submissions is kept in the strictest confidence.

Further judges will be announced in due course.

Trusted Advisors

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 […]

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 […]

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 […]

Philippe Steffen

Managing Director

REYL & Cie

Philippe is head of operations in the Asset Services department at Reyl & Cie. Philippe supervises and coordinates all operations to enable foreign fund managers to raise assets in full […]

Paul Ayres

Paul Ayres

Partner

BDO

Paul joined BDO in 2000 becoming a partner in 2006 and is now head of BDO’s national private client practice. Paul advises in respect of all private client related tax […]

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 […]

Rosalyn Breedy

Managing Director

Breedy Henderson

Rosalyn Breedy, is a Corporate, Funds and Financial Services lawyer and Managing Director of Breedy Henderson. She has 30 years of experience working in private practice, investment banking and at […]

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 […]

Antoine Megarbane

Director of Business Development

Taranis

Antoine 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 developed a strong […]

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 […]

Trish Botoff

Managing Principal

Botoff Consulting

Trish Botoff is the Managing Principal for Botoff Consulting, which focuses on providing compensation, benefits, and other consulting services.  She founded the firm in 2014 to better serve the needs of family clients. […]

Grégoire Mure

CEO

Trustconsult Group S.A

Mr. Grégoire Mure is the CEO of Trustconsult Luxembourg S.A., whose experiences include accounting tax and audit departments of a Big Four. He completed his Master’s degree in Economics and […]


Private Bankers

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, […]

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

Chief Executive

Weatherill Consulting

Bruce is a chartered accountant with over 37 years financial services experience, previously a partner in PwC, latterly as Global leader of their Wealth Management practice and the key driver […]

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 […]

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 […]

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 […]

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 […]

Glenn Murphy

Director

Advise Advance Accelerate Ltd

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 an experienced financial services […]

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 […]

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 […]

Jacqui Brabazon

Chief Marketing Officer (Retired)

Jacqui Brabazon is a retired financial services professional with over 35-years of experience covering Marketing, HR, Talent, Philanthropy and Client Management including 20 years in global and regional roles. Most […]

Liz Bottomley

General Manager - BOS Wealth Management UK Branch

Bank of Singapore

Liz Bottomley was appointed General Manager of BOS Wealth Management Europe’s (BOSWME) UK Branch in January 2019, having joined the London branch of OCBC Banking November 2018. As the General […]

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 […]


Technology Panel

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 […]

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 […]

Gilly Green

Director

FoxRed Insight Limited

Gilly is known as an inspirational leader in the Wealth Management sector and has been the proud holder herself of the Leading Individual Adviser Award 2021. Gilly has spent more […]


Categories

The submission process for the Twelfth Annual WealthBriefing European  Awards 2024 is now unfortunately closed. For any questions, please contact rachel.fokes@clearviewpublishing.com

About our Sponsors

Category Sponsors


Exclusive Search Partner


Venue

London Marriott

Address: Grosvenor Square, London W1K 6JP

Charity Partners


Previous Winners

 

EUROPEAN WEALTH MANAGEMENT CATEGORIES

Overall European Private Bank
ABN AMRO Private Banking


Domestic Clients Team
Nykredit Private Banking


International Clients Team
Citi Private Bank


HNW Team
REYL Intesa Sanpaolo


UHNW Team
Citi Private Bank


Private Bank – Client Service
BNP Paribas Wealth Management


Private Bank – Investment Management Platform
Bank Syz


Private Bank – Client Initiative
Lombard Odier


Private Bank – Talent Management
Nykredit Private Banking


Private Bank – Credit Provider

Societe Generale Private Banking


Private Bank – Operations Team

Lombard Odier

Private Bank – Customer Facing Digital Capabilities (Banking)
BNP Paribas Wealth Management


Private Bank – Customer Facing Digital Capabilities (Investments)
BNP Paribas Wealth Management


Private Bank – Wealth Planning Team

Societe Generale Private Banking


Wealth Management Business – Benelux Region

Societe Generale Private Banking


Wealth Management Business – Central or Eastern European Region

BNP Paribas Wealth Management 


Wealth Management Business – The Principality of Monaco

Indosuez Wealth Management 

UNITED KINGDOM PRIVATE BANKING CATEGORIES

Overall UK Private Bank
SG Kleinwort Hambros 


UK Domestic Clients Team

Barclays Private Bank


UK Private Bank – International Clients Team

Standard Chartered


UK HNW Team

HSBC Private Banking


UK UHNW Team

Citi Private Bank


UK Wealth Planning Team

Julius Baer International Limited


UK International Wealth Planning Team

EFG Private Bank 


UK Private Bank – Client Initiative

Lombard Odier


UK Charity Team

Barclays Private Bank 


UK Private Bank – Client Service

Standard Chartered


UK Private Bank – Investment Management Platform

Union Bancaire Privée


UK Private Bank – Credit Provider

Brown Shipley, a Quintet Private Bank 


UK Private Bank – Customer Facing Digital Capabilities (Investments)

Investec Wealth & Investment 

 

INVESTMENT MANAGEMENT CATEGORIES

Specialist Investment Manager with Assets Under Management Up To £2 Billion
VAR Capital


Specialist Investment Manager with Assets Under Management Over £5 Billion

Gresham House


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
Peritus Investment Consultancy


Private Investment Office

Capital Generation Partners


Multi-Family Office Up To £1 Billion Assets Under Management

JTC Private Office


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

Artorius


Multi-Family Office Over £3 Billion Assets Under Management

Stonehage Fleming


Fund Manager

Titan Asset Management


Alternative Investment Manager (Bank/Institutional)

Union Bancaire Privée 


Alternative Investment Manager (Independent)

Fintex Capital


External Asset Management Platform & Offering

WIZE by TeamWork


Structured Product Provider

Indosuez Wealth Management 

Discretionary Fund Management (DFM) Offering
Bordier UK


Digital Assets Solution/Fund Manager

SEBA Bank 

 

PRIVATE CLIENT CATEGORIES

Private Client Law Firm
Druces LLP


Offshore Law Firm

Ogier


Private Client Lawyer

Robert Macro – Druces LLP


Pensions Advisor of the Year

RiverPeak Wealth


Tax Team

EY 


Independent Trust or Fiduciary Team

IQ-EQ

 

Institutional Trust or Fiduciary Team
RBC Wealth Management


Management Consultancy

Deloitte LLP


Wealth Planning

Julius Baer International Limited


WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (VENDORS)

Overall Front Office Solution Provider
SS&C Advent 


Transaction Processing Solution

ERI Banking Software Ltd


Portfolio Management

Charles River Development


Client Communications

Finfox


Client Reporting

Masttro


Compliance

Indigita SA


CRM System

Wealth Dynamix


Client Lifecycle Management Solution

InvestCloud


Data Provider

FactSet


Suitability Product

NICE Actimize


Risk Management

Prometeia


Onboarding

TrustQuay


Innovative Client Solution B2C – Highly Commended

swissQuant Group AG


Change Management Process/Best Implementation of a Technology Solution
Etops


Innovative WealthTech Solution B2B

Amundi Technology


Innovative WealthTech Solution B2C

aixigo AG


Innovative Use of Artificial Intelligence

Smarsh


Technology Outsourcing Solution

Abbove

 

Technology Outsourcing Solution – Highly Commended
BNY MELLON | PERSHING


Blockchain-Based Sourcing Solution

Wecan Group


Robo-Advisory Solution

InvestSuite


Chief Technology Officer

Vishal Saxena – Canoe Intelligence

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (IN-HOUSE)

Innovative Client Solution
Indosuez Wealth Management

SPECIALIST WEALTH MANAGEMENT CATEGORIES

Marketing or PR Campaign
Handelsbanken Wealth & Asset Management


Use of Social Media

SG Kleinwort Hambros


Corporate Social Responsibility

Apex Group


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

ABN AMRO Private Banking


Most Promising New Entrant

AI Compliance


Most Innovative Wealth Management Model

Tribe Impact Capital


ESG

Earth Capital Ltd


LEADERSHIP AND INDIVIDUAL BASED CATEGORIES

Leading Individual (Banker)
Nicholas Rennie – Barclays Private Bank


Outstanding Contribution to Wealth Management Thought Leadership (Individual)

Isabel Guggisberg – Atlantic Financial Group


Outstanding Contribution to Wealth Management Thought Leadership (Company)

EY


Women in Wealth Management (Individual Contribution)

Becky Robbins – Lincoln Private Investment Office


Women in Wealth Management (Company Contribution)

Indosuez Wealth Management


Diversity in Wealth Management (Company)

Apex Group


Chief Investment Officer

Karl Rogers – Elkstone Private


Rising Star Under 30

Andy Taylor – Barclays Private Bank

 


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 either rachel.fokes@clearviewpublishing.com or siiri.piiroinen@clearviewpublishing.com