Clearview Publishing
Menu

Awards

The WealthBriefing Innovation in Marketing Awards 2026

Thursday - 17th September 2026

Nominations open

Become a Sponsoring Partner
Register Now
About Judges & Sponsors Categories & Registration
Overview Key Dates FAQs

Overview

WealthBriefing is excited to announce the launch of our Inaugural WealthBriefing Innovation in Marketing Awards 2026!

Following twelve highly respected awards programmes hosted by WealthBriefing, WealthBriefingAsia and Family Wealth Report, this new initiative turns the spotlight toward the professionals who elevate marketing across the global wealth-management ecosystem.

The WealthBriefing Marketing Awards celebrate the individuals, teams and organisations who demonstrate top-class performance, strategic innovation, and distinctive achievement in how they communicate value, build trusted brands and drive engagement in the private wealth sector.

This programme showcases the vital contribution of marketing leadership within the industry and rewards those who define best practice, set new standards, and shape the future of client experience.

 

Award categories
In keeping with our other global award programmes, the categories are organised regionally.  A complete list of categories can be found here, where you will be able to complete the form outlining the basis of your submission.

 

Judging

Independence, integrity and genuine insight are the watchwords of the judging process, which is conducted by expert panels drawn from banks, family offices and trusted advisors/consultants to the sector.

Every submission is carefully reviewed to ensure the most deserving companies and individuals are selected as winners in each category. Outstanding submissions that have a particular reason to be praised may be commended by the judges.

Commercially sensitive information is kept confidential, and conflicts of interest are avoided at all times. All judges have signed a Non-Disclosure Agreement.

 

Awards notification process and leveraging your success

Winning a WealthBriefing Award distinguishes organisations and individuals from their peers, offering a powerful and tangible mark of excellence. The awards celebrate outstanding achievement, recognising exceptional performance, innovation, and leadership across the wealth management and family office sector. They also underline the strength, resilience, and long-term sustainability of winning organisations.

Winners and highly commended companies will be notified in advance, providing valuable time to plan and align marketing and communications activity ahead of the public announcement in September 2026. As the trusted voice of the global wealth management and family office community, WealthBriefing works in partnership with winners to amplify their success, offering a wide range of marketing collateral to maximise visibility and impact.

 

Sponsorship opportunities and further information 

For further information on sponsorship opportunities, the awards programme, and the submission process, please contact: Rachel.fokes@clearviewpublishing.com

Key Dates

Nominations open – Now

Submission deadline – 12 June 2026

Winners notified of their success – August 2026

Public announcement – September 2026

Frequently Asked Questions

Q) Does the entering firm or individual need to be a subscriber to WealthBriefing, WealthBriefingAsia or Family Wealth Report?

A) No, this program is open to all firms and individuals active in wealth management or the family office sectors.

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.

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 rachel.fokes@clearviewpublishing.com

Judges Sponsors

Judges

Our global awards programme is founded on the independence and integrity of our judging panel.

Every judge has signed a Non-Disclosure Agreement (NDA) to ensure that all information contained in submissions is treated with the utmost confidentiality.

Further judges will be added in due course

Trusted Advisors

Rosemary Denney

CEO and Founder

Wealth Matters Consulting

Rosemary Denney is the CEO and Founder of Wealth Matters Consulting, a marketing and communications firm she launched in 2012 to help wealth advisors, multi-family offices, and RIAs build distinctive brands and grow with intention. With nearly 20 years in the wealth management industry, Rosemary leads a team of experienced creatives to partner closely with her clients as an extension of their team, bringing a practical, experience-driven approach to marketing that leads to growth.

Before founding Wealth Matters Consulting, Rosemary was part of the marketing and media relations team at GenSpring Family Offices during its major rebrand and national expansion.

Today, Rosemary is also the host of the Wealth Marketing Podcast and creator of the Three Minute Marketer, where she shares timely insights and practical guidance for financial firms looking to elevate their brand and marketing strategy.

Outside of work, Rosemary enjoys spending time with her husband and four daughters doing anything but sitting still.

Garance Gadenne

Head of Development and Performance

BNP Paribas Wealth Management

Head of Development and Performance, BNP Paribas Wealth Management MEA Garance Gadenne is the Head of Development and Performance for BNP Paribas WM MEA, based in Dubai. In addition to her role as Head of Strategy and Marketing, Communications & Sales Steering (MC2S), she is also heading the Transformation and Finance teams.
Before joining the Middle East market, she was supporting the co-CEOs of BNP Paribas Wealth Management as part of the CEO office. She also worked as senior Inspector in the Inspection Generale Centrale of the BNP Paribas Group, based in Paris.
Garance brings with her 15+ years banking experience across CIB, Internal Audit and Wealth Management divisions and across various locations (Brussels, Paris, Bahrain and the UAE). She holds a Master in Finance at the Solvay Brussels Schools of Economics & Management.

Jessica Gaffney

Global Marketing and Communications Manager

Azura Partners

Jessica Gaffney is the Global Marketing and Communications Manager at Azura Partners. She oversees the firm's marketing strategy, media relations and events. Previously, Jess was with Audemars Piguet, one of the world’s leading luxury watchmakers, leading the marketing and communication activity for the UK market, based in London. She has worked on PR strategies for global brands like LVMH and Adidas. She holds degrees in International Business and French from Dublin City University.

Anne Liebgott

Founder & Managing Director

AW✚SWITZERLAND

Anne is founder of the award-winning, Swiss online platform AW✚SWITZERLAND at americanswelcome.swiss. AWS builds a bridge between US, Canadian, and Latin American clients seeking services from Swiss wealth managers, private banks and other Swiss-based providers. In addition, Anne is the founder of AW●ASIA PACIFIC | MIDDLE EAST at americanswelcome.asia and AW❖UNITED KINGDOM, at americanswelcome.uk, and also provides US-oriented, digital and traditional marketing, communication, and business development strategies through her agency, Americom. In addition, she takes on the role of Chief AI Officer.

 

Sherif Mamdouh

Founder and Communications Consultant

Pulsar Media

Sherif Mamdouh has been active in media, communications and strategic advisory for over 20 years. He is a recognised specialist in reputation management, media relations and thought leadership. Among other roles, he was Head of Media Relations at Bank Syz, where he managed the bank’s press office and developed its public positioning, and Head of External Communications and Spokesperson at EHL Hospitality Business School, where he oversaw international communications and brand visibility. In 2022, he founded Pulsar Media, a consultancy dedicated to editorial relations, and created Basis Point Channel, a media platform bringing candid insights on finance, leadership and entrepreneurship. Sherif Mamdouh holds a Bachelor’s degree in Management from Webster University in Geneva and a Certificate in Negotiation and Influence from MIT Sloan School of Management.

Matt Mundy

Director of Business Enablement

Royal Bank of Canada

Matt Mundy is Director of Business Enablement at the Royal Bank of Canada. Matt is responsible for the development and delivery of activities and initiatives that drive a unified culture and enhance employee engagement with a specific lens on communications, marketing support and the centralisation and standardisation of activities. Matt has led on the execution  of RBC Wealth Management’s award strategy for the past eight years. Matt has been with RBC since 2013 where he joined as a graduate.
Matt is also a passionate advocate for diversity and inclusion, serving both as Co-Lead for RBC’s European Pride network and as the firm’s Interbank representative. Matt was named as a 2024 INvolve Outstanding Role Model and was a finalist for the 2025 Rainbow Honours LGBTQIA Network Lead of the Year.

Alexandra O’Sullivan

Head of UK Marketing and Communications

EFG Private Bank

Alexandra O’Sullivan is Head of UK Marketing and Communications at EFG Private Bank, bringing over 20 years of experience in private banking. Prior to joining EFG, she was Head of Corporate Communications at Kleinwort Hambros.
Based in London and specialising in strategic 360-degree communication, digital marketing, partnerships, Alexandra has always operated within a dynamic and international environment. She collaborates closely with teams in the UK, Switzerland, Monaco, Singapore, and Dubai. With extensive experience in acquisitions and integrations, she has a strong commercial acumen and exceptional stakeholder management skills. She is also passionate about CSR and loves curating partnerships which create a positive impact.
Alexandra holds a Masters in Modern Languages, Marketing & Economics from Université Blaise Pascal in France.

Lesley Piner

Head of Marketing and Business Development

Crestbridge Family Office Services

Lesley Piner is an experienced marketer with over 20 years’ experience supporting leading professional services firms.
At Crestbridge Family Office Services she is responsible for leading the business development and marketing team and creating the brand and marketing strategies.
Lesley has used her multi-disciplinary skillset to perform both in-house roles and provide consultancy services to legal firms and trust companies.
Lesley holds a Diploma from the Chartered Institute of Marketing and has been recognised with an industry Career Achievement Award.

Julian Tavares

Strategic Business Manager

Jupiter Wealth Advisors Limited

With a background in international banking and global private banker recruitment, Julian contributes to Jupiter Wealth Advisors’ global development by structuring and expanding partnerships across both financial and non-financial sectors. He is also involved in the firm’s structural and operational development, supporting the setup and expansion of offices across key jurisdictions. His cross-border perspective and international network reinforce Jupiter’s positioning in major markets. In parallel, he contributes to shaping the firm’s external communication and overarching narrative, ensuring clarity, coherence, and alignment across regions. Through a disciplined and forward-looking approach, he focuses on cultivating long-term relationships that strengthen the firm’s international presence and underpin its sustainable growth.

Julie Viard

Internal Marketing, Communications and Events Manager

Banque CIC (Suisse) SA

Julie Viard joined Banque CIC (Suisse) SA in October 2024 as Internal Marketing, Communications and Events Manager. She previously held various marketing and communications roles at Lombard Odier & Cie SA, specifically within the Technology & Operations Unit and the External Asset Managers market. She holds a degree from Grenoble École de Management in France.

James Walker

Senior Manager - Business Development & Marketing

JTC

James started his marketing career at Visit Jersey in 2015 where he played a key role in the island’s product development and marketing programme with a focus on the development of sports tourism. Prior to that James spent 15 years working in the motorsport industry, based in Jersey, UK and various locations around the world.
James is responsible for helping to achieve the strategic and marketing objectives of the Private Client Services division, through the effective delivery of the Business Development & Marketing programme. His role within the marketing team predominantly involves design and creation of marketing materials, website and social media management, event management and day to day support of the division’s Business Development team.

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.

Categories

Categories

WealthBriefing Innovation in Marketing Awards 2026 – Entry Process

1. Register
Begin your journey by registering here for the WealthBriefing Innovation in Marketing Awards 2026.

2. Select your categories
Complete your details and choose the award categories you wish to enter.

3. Complete your nomination form
After submitting the registration form, you will receive a confirmation email containing a downloadable nomination form.
Please:

  • Provide the name of your firm or individual, exactly as you would like it to appear in all award-related communications.

  • Answer all questions within the form (total word count must not exceed 1,000 words).

  • You may include up to 3 relevant examples via active links to PDFs, audio, or video files.

4. Submit your entry – Submission deadline: 12th June 2026
Email your completed nomination form(s) to:
📧 Jenna.maybery@clearviewpublishing.com or
📧 Becky.newman@clearviewpublishing.com

5. Notification
Winners and commended firms and individuals will be notified in August 2026.

6. Awards announcement & promotion
Winners will be officially announced in September 2026, and results will be published across WealthBriefing, WealthBriefingAsia and Family Wealth Report’s editorial, website, and social media channels.