Overview

 

2013 saw the launch of the WealthBriefing European Awards as WealthBriefing set to spread the word about the profession’s achievements to a wider audience. The awards have grown year on year and 2015 promises to attract in the region of 450 – 550 senior banking and wealth management professionals.

The awards are focused around three main category groupings:

  • experts (individuals and teams);
  • products and
  • services for wealth managers and clients and institutions of all sizes and types.

Independence, integrity and genuine insight will be the watchwords of the judging process. This involved specially convened expert panels drawn from both private banks and trusted advisors and support by relevant third-party organisations.

Winning a WealthBriefing award sets firms apart from their competitors and is a tangible demonstration that they have something special to offer, rewarding achievement, showcasing top class performance and innovation.

We look forward to receiving your entries and seeing you at the 2015 awards ceremony.

Timing

Entries open1 September 2014
Entries close23 January 2015
Shortlist announced25 February 2015
Award ceremony30 April 2015

Judges

Trusted Advisor Panel

Alison Parry

Executive Director

Butterfield Trust (Guernsey)

With more than twenty years’ experience in the offshore fiduciary industry, Alison Parry trained with Coutts & Co before moving to an international bank to lead a team specialising in […]

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 […]

Catherine Grum

Group Head of Family Office Services

Salamanca Group

Catherine Grum is head of Salamanca Group’s private office. She is responsible for developing a new model to help families with complex needs and busy lives to deliver on their […]

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 […]

James Campbell

Partner

Bedell Cristin

James is a partner at Bedell Cristin. He advises professional trustees and intermediaries in the Channel Islands, Geneva and internationally on all aspects of Jersey trust law to include the […]

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 […]

Marnin J Michaels

Partner

Baker & McKenzie Zurich

Marnin Michaels has been practicing for more than 15 years in the areas of tax and international private banking. He also handles insurance matters, particularly as it relates to tax […]

Matt Thomas

Partner

KPMG

Matt Thomas is a partner in KPMG’s savings, wealth and investment management consulting practice. In his career Matt has helped clients to set up, merger and separate platform, wealth managers […]

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 […]

Philippe Bongrand

CEO

FNZ

Philippe is the CEO of FNZ for Switzerland and Private Banking. FNZ is a global leading tech company offering IT & Operations outsourcing services to financial institutions allowing them to […]

Richard Nunnelly

Vice Chairman

Floreat Wealth Management

Richard spent his early career as a bonds fund manager and analyst with BZW but then spent close to two decades in The British Army. Returning to fund management he […]

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 […]

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 […]

Tom Burroughes

Group Editor

ClearView Financial Media

Tom Burroughes is group editor of ClearView Financial Media, publisher of WealthBriefing, WealthBriefingAsia and Family Wealth Report. Tom has worked at ClearView since 2008, reporting on news stories, interviewing industry […]

Wendy Spires

Head of Research

ClearView Financial Media

Wendy has been a wealth management journalist, researcher and consultant for a decade, covering a huge range of international markets and sub-sectors over that time. Known as a technology and […]

William Drake

Co-Founder

Owl Private Office

Co-founder of Lord North Street Private Investment Office, which was sold to Sandaire Investment Office in 2014, William Drake is a co-founder of Owl Private Office and chairman of RFR […]


Private Bankers Panel

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 […]

Eric Barnett

Eric Barnett

Director

EFG Bank UK

Eric Barnett is an independent non-executive director of EFG Bank UK Limited, having previously been chief executive officer of Kleinwort Hambros, the UK private bank formed from the old SG […]

Iain Tait

Partner & Head of the Private Investment Office

London & Capital

Iain joined London & Capital in in 2006 and became a Partner in 2008. He heads the firm’s Private Investment Office, which he founded in 2012. The Private Investment Office provides […]

Jean-Louis Tourne

CEO

Bank Insinger de Beaufort, UK Branch

Jean-Louis Tourne’s international corporate banking experience began as a swap trader in New York. His subsequent career has seen him appointed as head of corporate banking at BNP in Los […]

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 […]

Michael Reed

Managing Director, Multi-Family Offices

RBC Wealth Management

Mike Reed is managing director, multi family offices for RBC Wealth Management’s international business. Based in London, Mike has overall responsibility for multi-family offices, and as part of the sales […]

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 […]

Sally Scutt

Deputy Chief Executive

British Bankers’ Association

Sally Scutt is deputy chief executive of the British Bankers’ Association where she has responsibility for the key policy areas of capital adequacy and prudential regulation, capital markets and market […]

Tom Slocock

Managing Director - Head of International Product Development and Origination

iCapital Network

Tom is a Managing Director and Head of International Product and Origination at iCapital Network, responsible for the development and expansion of the firm’s product offering in markets outside the […]

Categories

UK PRIVATE BANKING CATEGORIES

OVERALL UK PRIVATE BANK Awarded to: A UK-based private bank. DOMESTIC CLIENTS TEAM Awarded to: Teams whose clients are domiciled in the jurisdiction in which the bank itself operates. Focus can be either HNW or UHNW. INTERNATIONAL CLIENTS TEAM Awarded to: Teams whose clients are NOT domiciled in the jurisdiction in which the bank itself operates. Focus can be either HNW or UHNW. HNW TEAM Awarded to: Teams who look after clients with under £20 million with the bank. UHNW TEAM Awarded to: Teams who look after clients with over £20 million with the bank. WEALTH PLANNING TEAM Awarded to: Teams who are dedicated to clients’ tax, trust and wealth structuring issues. CHARITY TEAM Awarded to: Teams working within a wealth management organisation or a stand-alone business offering advice and fulfilment to charities.

EUROPEAN PRIVATE BANKING CATEGORIES

OVERALL EUROPEAN PRIVATE BANK Awarded to: A European-based private bank. DOMESTIC CLIENTS TEAM Awarded to: Teams whose clients are domiciled in the jurisdiction in which the bank itself operates. Focus can be either HNW or UHNW. INTERNATIONAL CLIENTS TEAM Awarded to: Teams whose clients are NOT domiciled in the jurisdiction in which the bank itself operates. Focus can be either HNW or UHNW. HNW TEAM Awarded to: Teams who look after clients with under EUR 20 million with the bank. UHNW TEAM Awarded to: Teams who look after clients with over EUR 20 million with the bank. WEALTH PLANNING TEAM Awarded to: Teams who are dedicated to clients’ tax, trust and wealth structuring issues.

INVESTMENT MANAGEMNT CATEGORIES

SPECIALIST WEALTH MANAGER Awarded to: Private asset managers that are NOT a bank or part of a bank. Can be based anywhere in Europe and can be any level of wealth or client type as a focus. PRIVATE INVESTMENT MANAGER Awarded to: Investment managers who specialise in providing portfolio advice to the private client and/or charity communities. INVESTMENT PRODUCT PROVIDER Awarded to: Fund managers based in Europe whose funds are available to private clients within Europe. ALTERNATIVE INVESTMENT MANAGER Awarded to: Managers based in Europe whose alternative investments are available to private clients within Europe. PLATFORM PROVIDER Awarded to: Providers of tools, strategies, model portfolios and access to investment products for the wealth management community. PRIVATE INVESTMENT OFFICE / MULTI-FAMILY OFFICE Awarded to: Organisations which specialise in the investment needs of UHNW individuals and families as well as organisations which manage the investment, wealth planning and lifestyle needs of more than one family. ETF PROVIDER Awarded to: Fund/asset manager that makes exchange-traded products available for local wealth management clients. FX SOLUTION PROVIDER Awarded to: Local provider of foreign exchange services to wealth management organisations or clients.

MARKETING/PR CATEGORIES

ONLINE CAMPAIGN Awarded to: Wealth managers or other private client practitioners who have used online channels to promote their services to private clients or to raise their profile either within the industry or to clients. PRINT CAMPAIGN Awarded to: Wealth managers or other private client practitioners who have used print media to promote their services to private clients or to raise their profile either within the industry or to clients. BRAND LAUNCH/RELAUNCH Awarded to: Most effective and innovative brand launch or relaunch in the private client world, either a whole business unit or a product/service within an existing business. BEST PR PROGRAMME An in-house PR team or agency operating in the European wealth management sector for the impact of their work (campaign or project).

PRIVATE CLIENT CATEGORIES

LEGAL TEAM Awarded to: Law firm team or barrister dedicated to private client issues. FAMILY LAW LEGAL TEAM Awarded to: Law firm or practice (5 or more fee earners) dedicated to the practice of Family Law for clients. PENSIONS ADVISOR OF THE YEAR Awarded to: Firms or Individuals who offer financial advice in the field of Pensions, structuring and investment advice IMMIGRATION TEAM OF THE YEAR Awarded to: A Law firm or practice (5 or more Fee earners) dedicated to the provision of Immigration Law for clients. TAX / ACCOUNTANCY TEAM Awarded to: Team in accountancy firm/consultancy specialising in reporting, transacting or wealth structuring for private clients. INSTITUTIONAL TRUST OR FIDUCIARY COMPANY Awarded to: Entries only eligible from trust companies that are part of a non-trust parent. INDEPENDENT TRUST OR FIDUCIARY COMPANY Awarded to: Entries are only eligible from trust companies independent of larger non-trust businesses, for instance not part of a bank, law firm and accountancy firm.

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (OPEN TO TECHNOLOGY VENDORS ONLY)

FRONT OFFICE SOLUTION Awarded to: CRM, client reporting, client risk profiling, portfolio management. TRANSACTION PROCESSING SOLUTION Awarded to: Straight through processing, core banking. PORTFOLIO MANAGEMENT Awarded to: Technology solution providers specialising in tools for managing clients’ investment portfolios. CLIENT COMMUNICATIONS AND REPORTING Awarded to: Technology solution providers specialising in tools for wealth managers to communicate with clients. DATA PROVIDER Awarded to: Business providing financial data to private banks and other wealth managers. OUTSOURCING SOLUTION Awarded to: Third-party organisations providing business processes or systems to wealth management businesses.

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (OPEN TO ANY ORGANISATION)

CHANGE MANAGEMENT PROCESS Awarded to: Banks, wealth managers or system integrators who have successfully implemented multi-functional change programmes to significantly improve client experience and performance. BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION Awarded to: Awarded to either a technology vendor or its client. RISK PROFILING SOLUTION Awarded to: A technology solution to help wealth managers assess and document the risk appetite of clients. RISK MANAGEMENT Awarded to: Technology solution providers specialising in tools for wealth managers to manage risk. CRM SYSTEM Awarded to: Client relationship management systems for wealth managers. ON-BOARDING Awarded to: Technology solutions to help wealth managers bring new clients into their organisation. INNOVATIVE CLIENT SOLUTION Awarded to: This award seeks to recognise institutions which have developed innovative products and services for their clients as part of a solutions-focused service model. Entries could focus on a new value-added service designed to help clients with their wider lifestyle goals; a product designed to deliver on the financial objectives of a distinct sub-segment of clients; an educational offering aimed at helping clients become more confident investors; or a cross-divisional referral programme to help business owners with their corporate financial or operational needs. The judges will be looking for a new offering which has been developed to meet a specific client need and which represents a real addition to the institution’s value proposition.

INSURANCE CATEGORIES

PRIVATE PLACEMENT LIFE INSURANCE (“PPLI”) Awarded to: This category is open to life insurance companies that offer open architecture insurance solutions to private banks, ssset managers and others for the custody and management of investments supporting the value of those insurance solutions. HIGH DEATH BENEFIT LIFE INSURANCE (“HDBLI”) Awarded to: This category is open to life insurance companies that offer high death benefit life insurance solutions to either domestic or international individuals to meet their liquidity needs. CREATIVE USE OF INSURANCE SOLUTIONS FOR HNW AND UHNW CLIENTS Awarded to: This category is open to private banks, asset managers and others who use insurance solutions, whether private placement life insurance or high death benefit life insurance, for the benefit of their clients.

OTHER WEALTH MANAGEMENT CATEGORIES

INTERNATIONAL FINANCE CENTRE Awarded to: Open to IFCs wherever they are in the world. GLOBAL CUSTODIAN Awarded to: Custodians offering services to private client business. ISLAMIC FINANCE OFFERING Awarded to: Offerings from private banks or wealth managers to facilitate the requirements of clients who wish to follow Islamic principles in their financial dealings. LEADING INDIVIDUAL (BANKER) Awarded to: Age and experience is no bar but something special should mark out this individual working in the private client world. LEADING INDIVIDUAL (ADVISOR) Awarded to: Age and experience is no bar but something special should mark out this individual working in the private client world. RISING STAR Awarded to: A private banker or wealth manager under the age of 35 who is not yet in a senior management position but shows the potential to be a leading individual. PHILANTHROPY OFFERING Awarded to: Private client businesses or practitioners who advise individuals or families on their philanthropic activities. COMPLIANCE Awarded to: The compliance function of a wealth management or private client operation. WOMEN IN WEALTH MANAGEMENT (INDIVIDUAL CONTRIBUTION) Awarded to: Open to women in private banking or wealth management who are an inspiration both to female clients and colleagues. WOMEN IN WEALTH MANAGEMENT (COMPANY CONTRIBUTION) Awarded to: Open to women in private banking or wealth management who are an inspiration both to female clients and colleagues. OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (INDIVIDUAL CONTRIBUTION) Awarded to: Open to individuals who have made an outstanding contribution to thought leadership in wealth management. OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY CONTRIBUTION) Awarded to: Open to organisations who have made an outstanding contribution to thought leadership in wealth management. LIFETIME ACHIEVEMENT Awarded to: No entries required. The judging panel will put forward entries.

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Finalists

UK PRIVATE BANKING CATEGORIES

OVERALL UK PRIVATE BANK
  • Barclays
  • C Hoare & Co
  • HSBC Private Bank
  • Rothschild Wealth Management
  • Societe Generale Private Banking Hambros
DOMESTIC CLIENTS TEAM
  • Barclays
  • Cazenove Capital Management
  • Kleinwort Benson
  • Societe Generale Private Banking Hambros
INTERNATIONAL CLIENTS TEAM
  • Barclays
  • Cazenove Capital Management
  • HSBC Private Bank
  • Standard Bank Wealth and Investment
  • UBS
HNW TEAM
  • Barclays
  • Cazenove Capital Management
  • Close Brothers Asset Management
  • Kleinwort Benson
  • UBS
UHNW TEAM
  • Cazenove Capital Management
  • Citi Private Bank
  • Kleinwort Benson
  • Rothschild Wealth Management
WEALTH PLANNING TEAM
  • Barclays
  • Cazenove Capital Management
  • Close Brothers Asset Management
  • RBC Wealth Management
  • UBS
CHARITY TEAM
  • Barclays
  • Cazenove Capital Management
  • Investec Wealth & Investment
  • Rothschild Wealth Management
  • UBS

EUROPEAN PRIVATE BANKING CATEGORIES

OVERALL EUROPEAN PRIVATE BANK
  • ABN AMRO Private Banking
  • Banque Internationale a Luxembourg
  • Banque Paris Bertrand Sturdza
  • BNP Paribas Wealth Management
  • Societe Generale Private Banking
DOMESTIC CLIENTS TEAM
  • ABN AMRO Private Banking
  • BNP Paribas Wealth Management
UHNW TEAM
  • ABN AMRO Private Banking
  • BNP Paribas Wealth Management
WEALTH PLANNING TEAM
  • Banque Internationale a Luxembourg SA
  • Societe Generate Private Banking
  • Union Bancaire Privee

INVESTMENT MANAGEMENT CATEGORIES

SPECIALIST WEALTH MANAGER
  • Bordier (UK)
  • Canaccord Genuity Wealth Management
  • London & Capital
  • St James’s Place Wealth Management
  • Stanhope Capital
  • Towry
PRIVATE INVESTMENT MANAGER
  • Canaccord Genuity Wealth Management
  • Heartwood Investment Management
  • Quilter Cheviot
  • Rothschild
  • Stanhope Capital
  • Union Bancaire Privee
INVESTMENT PRODUCT PROVIDER
  • Bellevue Asset Management
  • FORE Partnership
ALTERNATIVE INVESTMENT MANAGER
  • Bellevue Asset Management
  • Deutsche Asset & Wealth Management
  • FORE Partnership
  • HSBC Private Bank
  • Milltrust International
PLATFORM PROVIDER
  • BNP Paribas Wealth Management
  • Milltrust International
  • TechRules
PRIVATE INVESTMENT OFFICE / MULTI-FAMILY OFFICE
  • Kleinwort Benson
  • London & Capital
  • Oracle Capital Group
  • Sandaire
  • Stanhope Capital
ETF PROVIDER
  • Deutsche Asset & Wealth Management
  • Ossiam
  • Source
  • State Street Global Advisors
  • UBS Global Asset Management
BRAND LAUNCH/RELAUNCH
  • BNP Paribas Wealth Management
  • Elian
  • Saunderson House
  • Waverton Investment Management
BEST PR PROGRAMME
  • TechRules
  • UBS

PRIVATE CLIENT CATEGORIES

LEGAL TEAM
  • Baker & McKenzie
  • Collas Crill
  • Penningtons Manches
  • Stephenson Harwood
  • Taylor Wessing
FAMILY LEGAL TEAM
  • Forsters
  • Penningtons Manches
INSTITUTIONAL TRUST OR FIDUCIARY COMPANY
  • Experta Corporate & Trust Services
  • HBSC Private Bank
  • Northern Trust
  • RBC Wealth Management
INDEPENDENT TRUST OR FIDUCIARY COMPANY
  • Bedell Trust
  • Elian
  • Summit Trust International
  • First Names Group
  • Salamanca Group Trust

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (OPEN TO TECHNOLOGY VENDORS ONLY)

FRONT OFFICE SOLUTION
  • Advent Software
  • Avaloq
  • Finantix
  • TechRules
  • Third Financial
TRANSACTION PROCESSING SOLUTION
  • Avaloq
  • Calastone
  • ERI Banking Software
  • Third Financial
PORTFOLIO MANAGEMENT
  • Advent Software
  • Charles River Development
  • ERI Banking Software
  • Objectway
  • Third Financial
CLIENT COMMUNICATIONS AND REPORTING
  • Advent Software
  • Objectway
  • SimCorp
  • Third Financial
  • Vermilion Software
BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION - EDITOR’S AWARD
  • Dion Global
OUTSOURCING SOLUTION
  • Avaloq
  • KA Watson Consultancy
  • Pershing, a BNY Mellon Company
  • Platform Securities
  • Third Financial Software
RISK PROFILING SOLUTION
  • Bita Risk
  • Distribution Technology
  • Milltrust International
  • Morningstar
RISK MANAGEMENT
  • Bita Risk
  • Milltrust International
  • TechRules
  • Third Financial Software
CRM SYSTEM
  • Backstop Solutions Group
  • Finantix
  • TechRules
  • Third Financial Software
  • Wealth Dynamix
ON-BOARDING
  • Appway
  • Finantix
  • Thomson Reuters Accelus
INNOVATIVE CLIENT SOLUTION
  • Close Brothers Asset Management
  • findaWEALTHMANAGER.com
  • Milltrust International
  • Societe Generale Private Banking
  • Standard Life Wealth
  • Union Bancaire Privee

INSURANCE CATEGORY

PRIVATE PLACEMENT LIFE INSURANCE (“PPLI”) – EDITOR’S AWARD
  • Lombard International Assurance

OTHER WEALTH MANAGEMENT CATEGORIES

INTERNATIONAL FINANCE CENTRE
  • Guernsey International Finance Centre
  • Jersey – The International Finance Centre
GLOBAL CUSTODIAN
  • Northern Trust
  • Pershing, a BNY Mellon Company
LEADING INDIVIDUAL (BANKERS)
  • ABN AMRO Private Banking – Dushyant Bhatia
  • Barclays – Rob McIntyre
  • C Hoare & Co – Tim Bailey
  • Societe Generale Private Banking – Nathalie Casalta Battaglia
  • Societe Generale Private Banking – Patrick Follea
LEADING INDIVIDUAL (ADVISORS)
  • Bedell Cristin – Lisa Springate
  • Bedell Cristin – Zillah Howard
  • London & Capital – Daniel Freedman
  • RiverPeak Wealth – Nick Parker
  • Summit Trust International – Daniel Martineau
RISING STAR
  • Barclays – Daniel Green
  • London & Capital – Jess Crane
  • Quilter Cheviot – Helen Russell
  • Societe Generale Private Banking – Thomas LhuillIer
  • Summit Trust International – Joanne Morse
PHILANTHROPY OFFERING
  • BNP Paribas Wealth Management
  • Charities Aid Foundation
  • HSBC Private Bank
  • NPT-UK
  • UBS
WOMEN IN WEALTH MANAGEMENT (INDIVIDUAL CONTRIBUTION)
  • Barclays – Michelle Owen
  • C Hoare & Co – Annamaria Koerling
  • Din Consultants – Sabila Din
  • Salamanca Group – Catherine Grum
  • UBS – Shona Baijal
OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (INDIVIDUAL CONTRIBUTION)
  • FORE Partnership – Basil Demeroutis
  • Gulland Padfield – James Edsberg
  • Scorpio Partnership – Sebastian Dovey
OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY CONTRIBUTION)
  • EY
  • FORE Partnership
  • Gulland Padfield
  • Morningstar
  • Scorpio Partnership
LIFETIME ACHIEVEMENT AWARD
  • To be announced at awards dinner

About our Sponsors

Sponsors


Venue

Guildhall, City of London

Address: Guildhall, Gresham St, London, EC2V 7HH

Telephone: +44 20 7606 3030

Winners

UK PRIVATE BANKING CATEGORIES

OVERALL UK PRIVATE BANK

  • C Hoare & Co

DOMESTIC CLIENTS TEAM

  • Cazenove Capital Management

INTERNATIONAL CLIENTS TEAM

  • UBS

HNW TEAM

  • Close Brothers Asset Management

UHNW TEAM

  • Citi Private Bank

WEALTH PLANNING TEAM

  • RBC Wealth Management

CHARITY TEAM

  • Barclays

EUROPEAN PRIVATE BANKING CATEGORIES

OVERALL EUROPEAN PRIVATE BANK

  • Banque Paris Bertrand Sturdza - Highly Commended
  • Societe Generale Private Banking - Winner

DOMESTIC CLIENTS TEAM

  • ABN AMRO Private Banking

UHNW TEAM

  • BNP Paribas Wealth Management

WEALTH PLANNING TEAM

  • Societe Generate Private Banking - Winner
  • Union Bancaire Privee - Highly Commended

INVESTMENT MANAGEMENT CATEGORIES

SPECIALIST WEALTH MANAGER

  • St James’s Place Wealth Management - Highly Commended
  • Stanhope Capital - Winner

PRIVATE INVESTMENT MANAGER

  • Rothschild

INVESTMENT PRODUCT PROVIDER

  • Bellevue Asset Management

ALTERNATIVE INVESTMENT MANAGER

  • HSBC Private Bank

PRIVATE INVESTMENT OFFICE / MULTI-FAMILY OFFICE

  • Sandaire Investment Office

ETF PROVIDER

  • Source

BRAND LAUNCH/RELAUNCH

  • BNP Paribas Wealth Management - Highly Commended
  • Elian - Winner

BEST PR PROGRAMME

  • UBS

PRIVATE CLIENT CATEGORIES

LEGAL TEAM

  • Stephenson Harwood

FAMILY LEGAL TEAM

  • Forsters

INSTITUTIONAL TRUST OR FIDUCIARY COMPANY

  • RBC Wealth Management

INDEPENDENT TRUST OR FIDUCIARY COMPANY

  • First Names Group

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (OPEN TO TECHNOLOGY VENDORS ONLY)

FRONT OFFICE SOLUTION

  • Finantix

TRANSACTION PROCESSING SOLUTION

  • Avaloq

PORTFOLIO MANAGEMENT

  • Charles River Development

CLIENT COMMUNICATIONS AND REPORTING

  • Objectway

BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION - EDITOR’S AWARD

  • Dion Global

OUTSOURCING SOLUTION

  • Avaloq

RISK PROFILING SOLUTION

  • Bita Risk

RISK MANAGEMENT

  • Third Financial Software

CRM SYSTEM

  • Finantix

ON-BOARDING

  • Appway

INNOVATIVE CLIENT SOLUTION

  • findaWEALTHMANAGER.com

INSURANCE CATEGORY

PRIVATE PLACEMENT LIFE INSURANCE (“PPLI”) – EDITOR’S AWARD

  • Lombard International Assurance

OTHER WEALTH MANAGEMENT CATEGORIES

INTERNATIONAL FINANCE CENTRE

  • Guernsey International Finance Centre

GLOBAL CUSTODIAN

  • Pershing, a BNY Mellon Company

LEADING INDIVIDUAL (BANKERS)

  • C Hoare & Co – Tim Bailey

LEADING INDIVIDUAL (ADVISORS)

  • London & Capital – Daniel Freedman

RISING STAR

  • London & Capital – Jess Crane
  • Quilter Cheviot – Helen Russell

PHILANTHROPY OFFERING

  • Charities Aid Foundation - Highly Commended
  • UBS - Winner

WOMEN IN WEALTH MANAGEMENT (INDIVIDUAL CONTRIBUTION)

  • Barclays – Michelle Owen

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (INDIVIDUAL CONTRIBUTION)

  • Gulland Padfield – James Edsberg

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY CONTRIBUTION)

  • EY

Photographs


Testimonials

"What a great night yesterday. The location was majestic and the most impressive award ceremony place I have been to"
Olivier Vella, Marketing Manager, BNP Paribas Wealth Management

"It was a perfect and highly successful evening."
Christian Sulger-Buel, Managing Director - FOX International

"Sumptuous surroundings, haute cuisine and an eclectic array of guests. I think it surpassed everyone’s expectations and Sophie Raworth did a super job of presenting"
Sophie De Ferranti, Director, European Private Wealth Management Compensation - McLagan

"Thank you and your team for a wonderful evening. I thought the food and wine was spectacular for such a large catered event and the entertainment was inspired for that space. Delighted to have been a part of the evening, will definitely return next year."
Andrea Goodman, Relationship Manager, London - Collas Crill

"Thank you for organising such a great event. Our team said it was a fantastic evening."
Natalie Chow, Canaccord Genuity Wealth Management

"It was one of the best award ceremonies we have been to and I think it’s fair to say we’ll be there next year."
Victoria Thompson, Marketing & Communications - Dion Global Solutions