Overview

WealthBriefing is delighted to announce a significant addition to its long established and highly respected series of awards for wealth managers and other members of the private client industry.

The new WealthBriefing Wealth for Good Awards will give an opportunity for all participants in the global wealth management industry to demonstrate their commitment to and pre-eminence in the crucially important areas of ESG, Impact, Diversity and Inclusion.

Categories include client facing propositions, investment and asset management, as well as best practice in business management in diversity, inclusion and corporate and social responsibility.

Private banks, private asset managers, family offices, private client lawyers, trust companies, consultants and technology companies around the world are invited to enter submissions for review by an expert judging panel convened by WealthBriefing.

Winners, finalists and commended entries will be celebrated in May 2022. 

These exciting new awards are now open for entry and nominations are invited to be submitted by 4 February 2022.

 

Key Dates

Key dates for the diary

  • Nominations open: 6 September, 2021
  • Nominations close: 4 February, 2022
  • Winner, Commended and Finalist notification: 3 March, 2022
  • Public announcement of Winners and Commended firms and individuals in WealthBriefing, WealthBriefingAsia and Family Wealth Report editorial and social media channels: from 30 May, 2022

Judges

Judging Panel

Amer Vohora

Partner / Chief Client Officer

VALUEworks

At VALUEworks, Amer coaches NextGens on wealth related topics, with a special focus on family businesses, impact and sustainability, and he advises business families in strategic, investment and governance matters. With […]

Bill Stoddart

Founder and President

45North Partners

Bill Stoddart is president/founder of NorthFork Financial, a fiduciary planning and advisory firm that integrates wealth and purpose and 45North Partners, a private wealth advisory firm that focuses on helping […]

Cath Dovey

Co-Founder

Beacon Collaborative

Cath Dovey is a co-founder of the Beacon Collaborative, a collective impact movement aimed at increasing giving and social investment among the UK’s wealthy population. Beacon forges collaboration among organisations […]

Christine Mar Ciriani

CEO of InvestCloud EMEA

InvestCloud

Christine is the CEO of the Private Banking division of InvestCloud (previously Finantix) following a career of successfully building businesses in Europe and Asia. In addition she is on the […]

David Stead

Chief Strategy Officer

Maanch

David works with clients, partners and networks providing impact solutions, advisory, and thought leadership. With experience as a CEO and Commercial Director of major City, legal and consulting organisations, his […]

Delphin Di Pizio Tiger

CEO of Indosuez Gestion

CA Indosuez

Delphine Di Pizio-Tiger began her career in 1996 as a Trader at Indosuez Carr Futures, before joining the Crédit Agricole Group in 1998 where she worked as a Fixed Income […]

Dermot Corrigan

CEO

smartKYC

Dermot Corrigan is CEO of smartKYC, and draws upon his background in geopolitical and violent risk intelligence, reputational risk monitoring and deep web and media search technology to offer a […]

Gary Dugan

CEO of The Global CIO Office

Purple Asset Management

Gary Dugan is CEO of The Global CIO Office and of Asset Manager, Purple Asset Management based in Singapore. Gary Dugan is a seasoned investment professional with 37 years’ experience working […]

Gordon Power

Chief Investment Officer

Earth Capital

Gordon is Chief Investment Officer and Co-Founder of Earth Capital. Established in 2008, Earth Capital is a global private equity investment group managing $1.7bn which is deployed into sustainable technology businesses […]

James Quarmby

Partner

Stephenson Harwood LLP

James is the head of private wealth at the international law firm Stephenson Harwood and he has a wide ranging practice, advising on UK and international taxation, residency and domicile, […]

Jay Lipman

Co-founder and President

Ethic

Jay Lipman is President, Co-founder and CCO of Ethic, a tech-driven sustainable asset manager. Ethic’s platform aggregates financial and sustainability data and empowers advisors to have conversations with their clients […]

Jeanne Collins

ESG & Engagement Analyst/Vice President, Responsible Investing

KBI Global Investors

Jeanne joined KBI Global Investors in 2014, and is responsible for implementing the firm’s approach to responsible investing and sustainability, which achieved the maximum possible rating of A+ in every […]

Jennifer Ayer

Principal and Managing Director at Tiedemann Advisors, Co-Lead of Impact Strategy

Tiedemann Advisors

Jennifer Ayer serves as Managing Director and Co-Lead of Impact Investing at Tiedemann Advisors. In her role, Jennifer manages client relationships, working closely with clients to understand their goals and objectives, manage […]

Jennifer Murtie

Partner and Head of High Net Worth Practice

Ballentine Partners

Jen leads the firm’s HNW team at Ballentine which caters to clients with $3.5 million to $25 million of investable assets. The team provides a fully integrated approach to financial […]

Karen Ermel

Associate Director, Responsible Investing

Coutts

Karen joined Coutts in 2018 and is responsible for the incorporation of ESG considerations in Coutts’ investment process and products. Since joining the Responsible Investing team, she has focused on […]

Laurent Gagnebin

CEO

Rothschild & Co

Laurent started his career at Rothschild & Co in 2011 as head of the Geneva office. He was later appointed as head of private clients Swiss onshore & Iberia and […]

Mark Hussein

MARK HUSSEIN CEO, HSBC Life (UK) and Head of UK Insurance

HSBC Bank

Mark Hussein is the UK CEO of HSBC Life and Head of UK Insurance at HSBC. Mark has spent more than two decades in a variety of financial services roles, […]

Matthew Spencer

Head of Business Development and Marketing

Close Brothers Asset Management

Matthew is a highly effective leader of business development teams with unique experience of managing external and internal growth strategies across brands nationally and internationally. He is managing director, head […]

Melvyn Yeo

Co-Founder and Director

Trirec

Melvyn is the Founder of Singapore-based, TRIREC, which is the leading investment firm incorporated in 2015 with the aim of making a meaningful impact on addressing climate change through a […]

Nigel Kershaw OBE

Chair

The Big Issue Group

Since 1974 Nigel has created, built and scaled social enterprises and investment. Joining The Big Issue Group (TBIG) in 1994, he subsequently  became CEO, and then Group Chair. In 2004 […]

Paul Das

CTO

ProFundCom

Paul is the Founder and Managing Director of ProFundCom.  Starting the business in 2003, Paul wanted to fulfil a vision to provide digital engagement analytics that would directly benefit sales […]

Paul Jourdan

CEO

Amati Global Investors

Dr Paul Jourdan co-founded Amati Global Investors following the management buyout of Noble Fund Managers from Noble Group in January 2010, having joined Noble in 2007 as Head of Equities. […]

Penny Lovell

Penny Lovell

CEO Private Investment Office

Sanlam

Penny has more than 20 years experience advising private clients, families and charities and joined Sanlam to develop their high net worth and family office offering in September 2017. Prior […]

Peter Bruce-Clark

Partner

Social Impact Capital

Peter is Partner at Social Impact Capital, an early-stage impact venture capital firm based in New York and Silicon Valley. Prior to SIC, Peter was former Head of Business Development […]

Peter Flavel

Chief Executive

Coutts

Peter joined Coutts as Chief Executive in March 2016 and, under his leadership, the iconic private bank has undergone a significant transformation across all of the Bank’s key performance targets: […]

Rebecca Meyer

Consultant

Relative Solutions

Rebecca guides family enterprises as they navigate the complexities of intergenerational ownership and planning for transitions. With the benefit of a systems perspective, she helps family enterprises address the need […]

Roopalee Dave

Associate Partner

EY

Roopalee is a Partner in EY’s Financial Services team focusing on wealth management and private banking clients. She leads the Wealth Management sub- sector in UK and is responsible 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 […]

Ruben Vardanyan

Co-founder of the Noôdome, Phoenix Advisors, PhilinPhilgood, Moscow School of Management SKOLKOVO and the Aurora Humanitarian Initiative

The Wealth For Good Awards 2022

Ruben Vardanyan is an evolutionary visionary who, for over 30 years, has brought together people with different backgrounds, experiences and capabilities to implement partnership projects that transform the socio-economic environment. […]

Sabila Din

CEO & Founder

Din Consultants

Sabila is CEO and Founder of Din Consultants, HQ in London and is an accomplished global business management, marketing and gender specialist. She works with global private banks, elite family […]

Stephen Metcalf

Head of Sustainable Investing, BI & Asia

RBC Wealth Management

Stephen Metcalf is Head of Sustainable Investing for RBC Wealth Management in the British Isles and Asia. He oversees the integration of sustainability issues into decision making across discretionary and advisory […]

Steve Prostano

Partner, Head of Family Advisory Services

PKF O’Connor Davies

Steve is an innovator and thought leader in the global financial services industry. He has built leading MFOs and asset management firms and has advised industry leaders and UHNW families […]

Susan Winer

Co-founder and Chief Operating Officer

Strategic Philanthropy

Susan is Principal and Co-founder of Strategic Philanthropy, Ltd. Since 2000, Strategic Philanthropy, Ltd., has provided customized support to high net worth individuals, families and closely held companies to help […]

Wade Balliet

Executive Vice President

Bank of the West Wealth Management BNP Paribas Group

Wade Balliet brings 23 years of experience in the investment and trust business. As Executive Vice President, and Chief Investment and Fiduciary Officer for the Bank of the West Wealth […]

Xavier Isaac

CEO

Accuro

I am a co-founder and CEO of Accuro Group. In 2017 I led the management buyout that galvanized Accuro as the independent, values-driven and award-winning business it is today. I […]

Categories

Award Categories The Wealth For Good Awards program is designed to award firms and individuals for their ESG, Impact, Diversity and Inclusion initiatives, efforts and success in their operations. A downloadable list of categories is now available here.   Guidance for Entry Judges will be looking for clear evidence of how ESG, Impact, Diversity and Inclusion initiatives, programmes and offerings are differentiated from other “mainstream” products and services offered by entrants. They will take note of how these offerings, services and products conform to the established relevant definitions in each category and also how effectively they have been implemented throughout the organisation and accepted and appreciated by clients.  Please include the following components in your submission:
  • a clear statement of what each service line is attempting to achieve; 
  • metrics used to assess how well it has lived up to its own expectations, including explanations of methodologies;
  • testimonials from clients and other interested parties; and
  • real life examples and the extent to which entrants have used the service line in question to influence the overall culture of the organisation in regard to ESG, sustainability and impact.
In the thought leadership category judges will be looking for material and activity that adds to understanding and appreciation of this area amongst clients, the industry and/or the general public and could be in any format appropriate to the audience. The research category applies to published material on specific topics, companies, sectors or investments that are specific to this sector. The communication strategy category applies to internal and/or external communication and also includes a review of how the strategy has been implemented. The diversity and inclusion category will be judged on the widest criteria of these terms and will not only look at the way that statutory obligations are met but also how personal differentiators such as education, class and professional backgrounds are brought into the fold of a diverse and inclusive talent pool. In the CSR category judges will be looking for examples of the organisation initiating community activities for employees to engage with and also implementing schemes that have been brought forward by employees for consideration. The ways in which CSR activities can blend with work activities is an important part of this process. Specific examples and positive outcomes will be very much appreciated by the judges.   Steps to Enter
  1. Follow this link to register for the Wealth for Good Awards 2022.
  2. You will be asked to fill in your contact details, select the geographical coverage of your company's operations and then select your company type.
  3. Depending on company type, a list of applicable awards categories will appear.
  4. Once you have registered, you will receive a downloadable nomination form including submission guidance.
  Contact Points For general questions:  theodora.viney@clearviewpublishing.com For further information on sponsorship opportunities and marketing packages, please contact: phil.harris@clearviewpublishing.com Please note that whilst the judging process is completely independent of the commercial arrangements between the participants and the Organizers it is expected that winners have an obligation to work with the organisers to promote their award and this obligation is separate to attendance at an awards ceremony. 

Registration

 

Registrations for this awards program are now closed. Please register here if you would like to be notified of the next year's programme.


Please find below the steps of our awards process.

1.  Register here for the WealthForGood Awards 2022

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 program).
  • Select how you would like to submit your nomination.
    • Written: Answer the questions on the form (not exceeding the total word count of 750)
    • By video: Answer the questions listed on the nomination form in a video recording
    • With a PowerPoint presentation (with or without voiceover)
  • 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 theodora.viney@clearviewpublishing.com

5. Finalists, commended and winners will be notified in March 2022 and will be offered marketing packages (see an example of possibilities here.)

6. All finalists will be included on the awards website and in finalist announcement in our social media channels in the beginning of April 2022.

7. Winners will be announced in WealthBriefing and Family Wealth Report editorial, website and social media channels on 30 May 2022.

 

 

For any questions, please contact theodora.viney@clearviewpublshing.com

Awards Winners Supplement

 

 

 


About our Sponsors

Technology Sponsors


Category Sponsors


Winners

 

Inaugural WealthBriefing Wealth For Good Awards 2022

Winners

 

Family Offices

 

Best CSR Staff Programme - Americas

Kayne Anderson Rudnick Investment Management

 

Best ESG communication strategy - APAC

Maitri Asset Management 

 

Best ESG portfolio (methodology and performance) - Americas

Pathstone 

 

Best ESG research - USA

Arnerich Massena, Inc. 

 

Best NextGen ESG initiative or offering - Americas

Pathstone 

 

Best philanthropy initiative - MENA

Huriya Private Foundation

 

Best sustainability & ESG thought leadership - APAC

Maitri Asset Management 

 

 

Fund Managers

 

Best ESG Equities Fund - APAC

Milltrust International Group

 

Best ESG Fund Methodology - Global reach

Trillium Asset Management

 

Best ESG Fund Performance - UK

Carbon Cap Management LLP

 

Best ESG Fund Performance - Global reach

Trillium Asset Management

 

Best ESG Hedge Fund - UK

Carbon Cap Management LLP

 

Best ESG Private Equity Investment Fund - Global reach

Earth Capital 

 

Best ESG Thematic Fund - Global reach

TRIREC Holding Pte Ltd

 

Best Impact Fund Performance - APAC

Milltrust International Group

 

Best sustainability & ESG thought leadership - Europe

GIB Asset Management 

 

Best sustainability & ESG thought leadership - Global reach

Sonen Capital 

 

Law/Accounting Firms

 

Best ESG communication strategy - APAC

Stephenson Harwood 

 

Best impact offering - APAC

Withersworldwide

 

Best philanthropy offering - APAC

Withersworldwide

 

Best sustainability & ESG thought leadership - APAC

Stephenson Harwood

 

Private Asset Managers and External Asset Managers

 

Best ESG portfolio (performance) - UK

Tribe Impact Capital 

 

Best impact offering - UK

Tribe Impact Capital 

 

Best sustainability & ESG thought leadership - UK

EQ Investors 

 

Best sustainability & ESG thought leadership - APAC

Schroders Wealth Management 

 

Best sustainability offering - APAC

Schroders Wealth Management 

 

Private Banks

 

Best bank CSR staff programme - Global reach

Indosuez Wealth Management

 

Best bank diversity and inclusion programme - Global reach

Coutts

 

Best bank ESG communication strategy - Americas

Fifth Third Private Bank 

 

Best bank ESG communication strategy - Global reach

Indosuez Wealth Management

 

Best bank for ESG portfolio (methodology) - Europe

RBC Wealth Management 

 

Best bank for ESG portfolio (methodology) - Switzerland and Liechtenstein

VP Bank AG

 

Best bank for ESG portfolio (performance) - APAC

BNP Paribas Wealth Management 

 

Best bank for sustainability & ESG thought leadership - APAC

LGT Private Banking 

 

Best bank for sustainability & ESG thought leadership - Europe

RBC Wealth Management

 

Best bank for sustainability & ESG thought leadership - Global reach

RBC Wealth Management

 

Best bank impact offering - MENA

BNP Paribas Wealth Management 

 

Best bank impact offering - Global reach

BNP Paribas Wealth Management 

 

Best bank impact offering - Switzerland and Liechtenstein

LGT Private Banking 

 

Best bank philanthropy initiative - APAC

BNP Paribas Wealth Management  

 

Best bank NextGen ESG initiative or offering - APAC

BNP Paribas Wealth Management 

 

Best bank philanthropy offering - USA

Bank of America Private Bank

 

Best bank philanthropy offering - Europe

Societe Generale Private Banking

 

Best bank philanthropy offering - Global reach

LGT Private Banking

 

Best bank SRI offering - MENA

BNP Paribas Wealth Management 

 

Best bank SRI offering - Global reach

BNP Paribas Wealth Management 

 

Best bank sustainability offering (investments) - UK

Coutts

 

Best bank sustainability offering (investments) - Global reach

HSBC 

 

Best bank sustainability offering (investments) - Nordic

Nykredit Private Banking Elite

 

Best bank sustainability offering (investments) - Europe

Société Générale Private Banking

Technology Firms

 

Best diversity and inclusion programme - Global reach

SEI

 

Best ESG data solution - USA

FactSet 

 

Best ESG data solution - Global reach

Refinitiv, an LSEG (London Stock Exchange Group) business

 

Best ESG reporting solution - Europe

aixigo 

 

Best ESG reporting solution - Global reach

Moody's ESG Solutions 

 

Best ESG screening solution - Global reach

Moody's ESG Solutions 

 

Best sustainability & ESG thought leadership - UK

Oxford Risk

 

Best technology enabled ESG service - Global reach

InvestCloud 

 

Best technology enabled ESG service - Europe

UBS Partner 

 

Trust Companies

 

Best ESG communication strategy - USA

Fiduciary Trust Company 

 

Best philanthropic offering - USA

Fiduciary Trust Company 

Wealth Management Consultants

 

Best philanthropy initiative and offering - USA

Walker Philanthropic Consulting

 

Best sustainability & ESG thought leadership - USA

Arnerich Massena, Inc. 

 

Best sustainability offering - Global reach

Ernst & Young

 


Winners Interviews


Frequently Asked Questions

Q) Do I/my firm need to subscribe to one of the publications to enter the awards program?

A) No, you can enter the program without being a subscriber, and if you are not yet a subscriber, we'd like to invite you to a complimentary trial to one of our publications here.

Q) Is there any upfront cost to enter?

A) No, there is no upfront cost to enter, but you will be offered to acquire a winner’s package should you be successful.

Q) How do you ensure that the judging process is independent and impartial?

A) We have various judging teams responsible for judging a number of categories. The judging will be a two-stage process. First, the judges will each review and score the submissions . Then, the collated scores will be reviewed and winners and commended firms will be chosen.

Q) Can you assure me that any details that I submit will be treated with confidentiality.

A) We collect your details and only share submissions with the judges’ team responsible for judging those particular categories. We ensure that there is no conflict of interest with the judges’ team before sharing entrants’ details. All our judges have signed a Non-Disclosure Agreement.

Q) My submission is likely to be longer than the 750-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.