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 andrew.deane@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)
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. He has over 30 years experience in the financial services industry and has held senior positions in the wealth […]
Steve is a founding director of Investment & Wealth Management Consultants. He 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, Steve 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 brings a unique insight into industry trends and challenges given his senior roles within wealth management, investment operations, outsourcing and consulting.

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.

Danny Jones
Founding Partner
Huddleston Jones
A founding partner in Huddleston Jones, Danny leads the group’s retained search practice focused on the traditional private wealth management markets of Asia Pacific and the Middle East. Danny has […]
A founding partner in Huddleston Jones, Danny leads the group’s retained search practice focused on the traditional private wealth management markets of Asia Pacific and the Middle East. Danny has an excellent understanding across a broad spectrum of disciplines within wealth management, delivering cross-border recruitment solutions whilst providing thematic industry research and market intelligence.
Prior to executive search, Danny’s experience within his area of specialty included work for an international wealth manager in Dubai, Tokyo and Johannesburg. Relocating to Asia in 2008, Danny has since led ‘front office’ search businesses in Hong Kong and Singapore, where he is recognized as one of the leading private banking and wealth management sector executive search specialists.

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.

Elise Hockley
Chief Operating Officer, Head of Investor Relations and Board Director
Earth Capital
Elise is Chief Operating Officer and Head of Investor Relations at Earth Capital Ltd, as well as a Board Director. Elise’s responsibilities include leading on brand and communication across marketing and […]
Elise is Chief Operating Officer and Head of Investor Relations at Earth Capital Ltd, as well as a Board Director. Elise's responsibilities include leading on brand and communication across marketing and investor relations, overseeing the day-to-day function of the operational team and working closely with the sustainability team on the Earth Dividend™. Under Elise's leadership, the company has developed significant recognition across private wealth and sustainable finance. With over a decade of experience in the finance sector, she has worked at KKR and Edge VC in Operational and Investor Relations roles. In 2016, Elise relocated to India, working with NGOs focused on water, sanitation, and hygiene (WASH) where amongst other duties she handled relations between the various projects and donors. Elise has received a BA from Middlesex University, a Foundation Certificate in Environmental Management from the Institute of Environmental Management & Assessment and attended The Chartered Institute of Marketing. She is also a Member of the Institute of Directors.

Panos Archondakis
Vice President, Global Head of Banking and Wealth Management
EPAM
Panos Archondakis is responsible for shaping and developing EPAM’s strategy for Banking and Wealth Management, tailoring EPAM services and solutions specifically for the industry while also working directly with clients […]
Panos Archondakis is responsible for shaping and developing EPAM’s strategy for Banking and Wealth Management, tailoring EPAM services and solutions specifically for the industry while also working directly with clients to customize business models, develop digital strategy and lead multi-disciplinary solution teams.
Panos has held a variety of technology consulting and leadership roles in Financial Services and since 2005 has served at leading Wealth Managers including Morgan Stanley, UBS and Deutsche Bank, in London, New York and Hong Kong.
He has a broad range of experience covering the entire client service lifecycle and core banking as well as leading the development of digital banking strategy and solutions. He is currently focused on driving innovation and developing digital banking offerings across the spectrum of challengers, neobanks and major global institutions.

Philippe Steffen
Executive Director, Head of Operations
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 […]
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 compliance with Swiss regulations.
Having held numerous senior management positions in companies of all sizes both in Switzerland and abroad, he has acquired a wide range of experience that allows him to have a 360° view of the all business lines of an international banking group such as Reyl & Cie.
In the course of his career he has held various management positions ranging from Sales and Marketing, Finance, Audit as well as Administration and Operations in a general sense.
Philippe holds an MBA from Neuchâtel University, and a Marketing Manager degree. He is a Swiss and Italian citizen and speaks French, English, Italian, German and Spanish.

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 […]
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 matters but with a particular specialism in advising clients on their residence and domicile positions. Recognised as one of the most influential individuals in the wealth management industry, Paul is also is a member of the Society of Trust and Estate Practitioners.

Keith MacDonald
Senior Advisor Wealth Management
EY
Keith is Senior Adviser Wealth Management for EY, helping to develop their brand and business, having led EY’s Wealth Management and Private Banking business for over 10 years. He is […]
Keith is Senior Adviser Wealth Management for EY, helping to develop their brand and business, having led EY’s Wealth Management and Private Banking business for over 10 years. He is also advising a range of fintechs and other start/scale ups on strategy, distribution, partnerships and funding. He is a trustee and adviser to several philanthropic and charity bodies.

Sebastian Dovey
Founder
The Courageous Ideas Partnership
Sebastian Dovey is an entrepreneur, thought leader and board director in the fields of global wealth management, consumer insight, technology, scale-up companies and business management. Seb was the co-founder in […]
Sebastian Dovey is an entrepreneur, thought leader and board director in the fields of global wealth management, consumer insight, technology, scale-up companies and business management. Seb was the co-founder in 1998 of Scorpio Partnership, an award-winning global management consultancy and insight data business. This was acquired by Aon PLC in 2014. Seb is currently Chairman of F2 Strategy, and holds non-executive board roles at FiComm, Entrepreneurs Investment Office, and Angel Academe Nominee. He also holds advisory board seats at Moneyhub, Align 17 and Silver Lane. Separately, Seb is the Chairman of the Global Client Experience Innovation Committee for a major international bank and advises two sizeable financial families on their strategic growth for their investment offices.
Seb’s expertise spans 25 years of developing high-impact commercial strategies for private banks, global banks, asset managers, family offices, technology firms, service providers, aggregators and start-up initiatives. Seb is the 2018 winner of the Wealth Briefing Thought Leader of the Year award and he is Thought Leader-In-Residence for Fitch Learning worldwide. He is a regular commentator on the wealth management industry in the press and at conferences and academies, and has chaired and presented leading industry events in Asia, Europe and the United States. He has been a lecturer at The Swiss Finance Institute (formerly the Swiss Banking School) for its executive MBA programme. He serves as board member of the London School of Economics Generate initiative focused on entrepreneurship in the social sciences and is on the editorial board of WealthBriefing.

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 […]
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 a multi-family office. Rosalyn has a particular interest in financial regulation, and financial policy work alongside ESG, diversity and inclusion and she regularly writes and speaks on these matters.
Rosalyn is a non-executive director of Abdrn Smaller Companies Income Trust plc, Artorius Wealth Ltd, Lanware Ltd and Greengage Global Holding ltd. Chairman of the Milltrust International Advisory Council, sponsor of the Climate Impact Asia fund. Additionally, she is a member of the Chartered Institute of Securities and Investment Integrity and Ethics Committee, a member of the Advisory Council to Black Women in Asset Management and an Associate fellow Said Business School, Oxford University.

Ian Woodhouse
Lead Wealth Management Business Model Transformation and Thought Leader for Europe
Accenture
Ian Woodhouse is Lead Wealth Management Business Model Transformation and Thought Leader for Europe at Accenture. He helps our clients to evolve their future business models to deliver growth and business value […]
Ian Woodhouse is Lead Wealth Management Business Model Transformation and Thought Leader for Europe at Accenture. He helps our clients to evolve their future business models to deliver growth and business value in an era of client, digital and sustainability changes. Through working with colleagues and our ecosystem of leading software partners, he provides proven wealth management expertise , approaches ,tools and accelerators to deliver value faster at less risk. Ian is also industry networked, serving on the advisory boards of wealth industry publications and on industry award judging panels. Prior to Accenture ,Ian held leadership positions with other top tier business and technology firms ,PwC ,EY and IBM.

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 […]
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 network amongst family offices, HNWI and EAM.
He holds a Master in Finance and Econometrics from University Paris Pantheon Assas (Paris II)

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. […]
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. She has assembled a diverse team of consultants that brings not only a deep array of insights, but also a long history of prior experience working together. With offices in three major cities on both the east and west coasts, the firm is able to serve clients nationally as well as globally.
Ms. Botoff has more than 25 years of professional experience, including fifteen years as a consultant working with family enterprise/family office clients in the US and globally. She is a frequent speaker at US and international conferences and events.
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, […]
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.

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
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 […]
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 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 a non-executive of a number of companies including Fidelity Holdings UK, The Wisdom Council, ComPeer, JDX Consulting and Ten Group.

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.

Keith MacDonald
Senior Advisor Wealth Management
EY
Keith is Senior Adviser Wealth Management for EY, helping to develop their brand and business, having led EY’s Wealth Management and Private Banking business for over 10 years. He is […]
Keith is Senior Adviser Wealth Management for EY, helping to develop their brand and business, having led EY’s Wealth Management and Private Banking business for over 10 years. He is also advising a range of fintechs and other start/scale ups on strategy, distribution, partnerships and funding. He is a trustee and adviser to several philanthropic and charity bodies.

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).

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.

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.

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 […]
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 and technology executive, with over 25 years of leadership experience in a wide variety of positions, having previously served as Chief Operating Officer for Stonehage Fleming and other lead roles for Schroders, Cazenove Capital, London & Capital and Rathbones. More recently Glenn was COO at Multrees, an outsourced regulated services provider.
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 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.

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.

Sarah Courtney Dockett
Managing Director, Head of Women in Wealth, EMEA
Citi
Sarah Courtney Dockett is Head of Women in Wealth, EMEA. She is passionate about Diversity and Inclusion. She is also a Senior Private Banker in the UK UHNW Team based […]
Sarah Courtney Dockett is Head of Women in Wealth, EMEA. She is passionate about Diversity and Inclusion. She is also a Senior Private Banker in the UK UHNW Team based in London. Sarah is responsible for managing 30 UHNW clients and Family Office relationships. While they may be resident in the UK, Sarah’s clients span the globe and she specialises in dealing with US connected clients. Sarah has 23 years of experience working with Private Clients, 12 of which she has spent with Citi.

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 […]
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 recently Jacqui was Chief Marketing Officer of the International Private Bank at J.P. Morgan prior to which she ran the Private Bank’s Asia Marketing function. Before J.P. Morgan, Jacqui spent 14 years at Standard Chartered Private Bank (formerly American Express Private Bank) where she held a variety of positions that combined the Global CMO role with the Head of Talent Enhancement, Philanthropy and Alternative Distribution and Key Client Management.
Previous experience also includes 11 years at Kleinwort Benson in various roles including running a Private Bank Client Management unit, Marketing, Business Development and HR.
Jacqui holds a BSoc Sci from Birmingham University and a Post Graduate Diploma in Personnel Management.

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 […]
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 Manager of the UK Branch, she is responsible forgrowing the business for BOSWME in the UK, targeting internationally focused clients who
are UK resident. BOSWME is an asset management business, headquartered in Lux, and is a wholly owned subsidiary of BOS.
Liz has been advising private clients for over 25 years in Europe and Asia. Liz was previously the Head of Private Banking at Arbuthnot Latham, a boutique private bank in London
where the private banking business grew substantially under her tenor. She created a team to focus on international clients, particularly those living in Europe and Singapore
and Hong Kong in terms of Asian focus. Previously she had a successful and varied career with Coutts & Co covering private, commercial and international private banking and asset management. This culminated in her leading the Asia/Africa Team in London targeting high net worth clients living in those areas.
Liz is married to John and they have 3 children.

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 the Most Promising New Entrant at the WealthBriefing 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 Limited, 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 in Asia. Elizabeth, a UK citizen and Singapore permanent resident, is married with three children.
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 […]
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.

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).

Gilly Green
Wealth Management Business Advisor
Various
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 […]
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 than 35 years in the industry, including 20 years as a specialist management consultant advising wealth managers, private banks and retail platforms at CSTIM, and Sionic (formerly Knadel and Catalyst).
Gilly built Sionic’s Wealth Management & Private Banking practice over 12 years from the ground up, and led this globally for Sionic until October 2022. She has recently relinquished the role to pursue new opportunities.
Gilly started her career working for United Dominions Trust (TSB) and Coutts & Co, before mixing it up with a stint in a technology firm, ACT Financial Systems. It was here she rose to an Executive Board position with responsibility for product strategy and acquisitions and got a taste for consulting.
Gilly also spent time at Northern Trust as head of Family Office Proposition for EMEA, and in an interim role running the client services teams for the division in Guernsey, covering trustee, banking, custody and fund administration for family funds.
Gilly is an expert in strategy execution, client service proposition, digital solutions, operating model design and outsourcing negotiations, and says that “Pragmatism is key to my approach. I advise with empathy – I know how uncomfortable change can be and I understand what it feels like to sit in the client’s chair.”
Categories
1. Register here for the WealthBriefing European 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 and Siiri.piiroinen@clearviewpublishing.com (submission deadline is 30th November 2023).
5. Winners and commended firms and individuals will be notified in January 2024 and will be offered marketing packages and tickets for the Awards Ceremony on 21st March 2024.
6. Winners will be announced at the ceremony on 21st March 2024 and in WealthBriefing editorial, website and social media channels on the 22nd march 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

Venue
London Marriott
Address: Grosvenor Square, London W1K 6JP
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