WealthBriefing European Awards 2016

Judging Process

There will be two judging panels for the awards. A panel of trusted advisors who will be responsible for judging the private banking categories. A second panel of private bankers will judge the trusted advisor categories. This is to ensure that commercially sensitive information is kept confidential and to avoid conflicts of interest.

Trusted Advisor Panel

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 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.

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 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.

Philippe Bongrand

Senior Partner

Roland Berger

Philippe advises wealth and asset managers on growth, digital strategies and transformation issues. He has worked with more than 50 clients that are global, regional or domestic leaders – in offshore and/or onshore markets - seeking to accelerate their transformation and improve their economics. In his 28 years of experience, he worked both as a strategy consultant and having operational roles in the industry, in particular having led functions such as strategy, business development, sales management, sales force effectiveness and marketing.

Rosalyn Breedy

Partner

Wedlake Bell

Rosalyn Breedy, a partner at Wedlake Bell, is a corporate and financial services lawyer with 24 years’ experience working in private practice, investment banking and at a multi-family office. Her core clients are family and owner managed businesses, family offices, trustees, private capital investors, private wealth managers and entrepreneurs (particularly private equity, hedge fund principals, fintech businesses) and other city professionals. Rosalyn also establishes private funds, advises family offices and fund management businesses and acts on a range of private equity and joint venture deals. Rosalyn has been a judge on the WealthBriefing European awards and has written a range of articles and presented seminars for family office conferences, accountants, wealth managers, alternative investment fund managers and fiduciary services. She has spoken in London, Guernsey, Isle of Man, Jersey, Montreux, Geneva, Monaco, Vancouver and Cape Town.

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 leaders, writing features and comment pieces, and has spoken at conferences in London, Guernsey and Vienna, among other locations. He has discussed the industry’s issues on Reuters television and the BBC. Previously, Tom was wealth management editor of The Business, the weekly UK magazine run by the Telegraph Group, from 2007 to 2008. Before that, he was a correspondent in various roles at Reuters, the global newswire. Between 1994 and 2000, he was a reporter for Market News International, a New York-headquartered newswire.

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 settlement, ongoing operation and restructuring of trusts.

James is co-author of the recently published “Guidelines for Jersey Directors” published by the IoD and is a regular speaker at seminars and conferences. James is ranked as a “leading lawyer” by the Legal 500 2014 directory where they say he is “the standout trust lawyer of his generation in the island”. The Chambers 2015 directory states that James “provides coherent, competent, concise and clear advice on what can be extremely technical issues” and includes James in their “leaders in their field” listing.

Sebastian Dovey

Founder

The Courageous Ideas Partnership

Sebastian Dovey is an entrepreneur, thought leader and board advisor in the fields of global wealth management, consumer insight, scale-up companies and business management. Mr Dovey 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. As of October 2018, Mr Dovey is a non-executive director of Milamber Ventures, a director of Angel Academe Nominee (a venture investment vehicle) and on the advisory boards of Align 17 (an impact investment fund platform), Angel Academe (an early stage investor group) and FiComm (a public relations and digital marketing agency). He is also the Independent Chair of the Global Client Experience and Innovation Committee for a major international bank. In addition he advises two sizeable financial families on their strategic growth for their investment offices. His 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. Mr Dovey 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.

Mr. Dovey 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 a judge of the London School of Economics Entrepreneur of Year awards and is on the editorial board of WealthBriefing.

Keith MacDonald

Head of Wealth Management

EY

Keith MacDonald is a partner in EY’s global financial services practice where his responsibilities include their services to wealth managers and private banks. He has led a wide range of strategic and transformational programmes across the industry, UK and internationally. He leads EY’s development and thought leadership in the wealth management and private banking sector, and is a regular contributor to conferences and publications.

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 investigations and wealth management.

Marnin has written extensively for many international publications and focuses his practice on international estate planning and taxation of trusts for families with connections in the US. He counsels clients on US withholding tax and qualified intermediary rule, as well as money laundering avoidance legislation.

Peter Murley

Past Chief Executive Officer of the Hawksford Group

Peter was CEO of the Hawksford Group, a regulated Jersey-based wealth structuring business, for four years to March 2014 and now runs his own consultancy business, Innobridge, specialising in business turnarounds, due diligence and strategy.

He has considerable background in the design and implementation of business transformation programmes and strategic initiatives for major blue-chip, start-up and existing operations.

Operating at senior executive level across a range of disciplines, including IT, HR, customer service, marketing and operations management, Peter has worked with a number of prominent businesses in the UK, Western Europe, Russia, Middle East, USA, India, South Africa and Singapore.

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 offshore structures for high value international clients, particularly focusing on North America. Following a secondment to Hong Kong, Alison headed up the Guernsey fiduciary operation at Barclays Wealth.

Alison joined Legis Group in 2008 to run the trust and corporate services division which was subsequently acquired by Butterfield Trust in 2014. Alison is a fellow of the Institute of Chartered Secretaries and Administrators and a member of the Society of Trust and Estate Practitioners.

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 communications specialist, she has written an array of in-depth reports on issues affecting private banks and wealth managers, ranging from compliance and innovation trends through to client experience, branding and marketing strategies. As well as speaking at conferences in both the UK and abroad, Wendy also regularly consults for wealth and asset managers, including carrying out research projects among end H/UHNW clients for both internal and external purposes.

Ian Woodhouse

Head of Strategy and Change

Orbium

With over 25 years of experience, Ian is a recognised expert in private banking and wealth management business and technology improvement. He has multiple project experiences across business, operational, technology and digital issues. He is also an influential thought leader providing insights on relevant industry topics through speaking at key industry conferences and is the author of several articles.

Iain leads Orbium’ s Wealth Management C -level Survey which provides valuable insights from European and Asian executives on how their current and future business and technology models will evolve. He also serves on the editorial advisory boards of leading wealth publications. He has been a judge for the WealthBriefing European awards. Prior to joining Orbium, Ian has held senior roles with PwC , EY and IBM.

Private Bankers Panel

Eric Barnett

Director

Kleinwort Hambros

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 Hambros and Kleinwort Benson businesses for 11 years 2007-2018. He has over 30 years’ experience in Wealth Management, with a particular focus on commercial and strategy, and has been behind a number of well-known acquisitions in the sector. He is also currently working with a challenger bank in the SME sector.

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 Property Private Office.  A barrister and US attorney, William worked in the investment and corporate finance business from 1979 at Kleinwort Benson and Granville before establishing Lord North Street in 2000. He has advised public and private companies and their owners on a wide range of matters. He is an experienced participant in investment committees , non-executive director and chairman.

Mark Hussein

Chief Executive Officer, HSBC Life (UK) and Head of UK Insurance

HSBC Bank

Mark Hussein was appointed CEO, HSBC Life (UK), and Head of UK Insurance in November 2015. Prior to that Mark was appointed to spearhead the strategy for global commercial insurance and investments in 2011. Mark left the group in 2007 to join Kleinwort Benson as head of private wealth management UK and the Channel Islands. He was a member of the Kleinwort Benson group regional executive committee and sat on the board of Kleinwort Benson Trustees. Mark’s responsibilities included the expansion and strategic development of the organisation’s private wealth management business from its London hub and network of regional offices. Mark also had responsibility for the international PWM and private fiduciary business. Prior to joining Kleinwort Benson, Mark spent 13 years with the HSBC Group.

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 to this she held various executive roles in wealth management. At Close Brothers she was head of private client and responsible for marketing and distribution across the various business channels. Before that she was managing director at Rothschild. Penny was also head of business development and marketing at Fleming Family & Partners where she also covered philanthropy and financial education. Penny also sits on the boards of Pennies, The Digital Charity Box, Prism the Gift Fund and the development board for Park Theatre.

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 became a director at Mercury Asset Management and Cazenove Capital Management. He then became a director of Singer & Friedlander followed by two years in Perth with Braveheart Ventures. Recalled to London he spent five years as head of philanthropy with DSP concurrently working with a major UK-based single-family office. Now vice chairman at Floreat, Richard is chairman of Impact Investment Partners and sits on the London School of Economics investment committee.

Nick Perryman

Managing Director

UBS Wealth Management

Nick has 20 years experience in the wealth management sector. He currently serves as head of wealth management for Global Emerging Markets at UBS in London, where he leads a team of 100 professionals covering clients in Central & Eastern Europe, Middle East, Latin America and Asia-Pacific. In addition, he is also responsible for the firm’s Financial Intermediaries business, and philanthropy proposition in UK and Jersey. Prior to this, for five years, Nick was head of Investment Products & Services, responsible for the investment offering for over GBP30bn of client assets booked in UK and Jersey. Nick joined UBS in 2002, after spending five years at another wealth management firm.

 

 

John Reed

Chairman

EFG Private Bank

John Reed has 36 years experience in the financial services industry, over 20 of these at board level. Following his early career with Midland Bank, John spent 14 years with Hambros Bank. Following the firm’s acquisition by Societe Generale, he became group head of risk, then group chief operating officer. His last full-time role was as chief executive of private bank Arbuthnot Latham where he subsequently became a non-executive director. John has held many non-executive director roles, including at Tesco Bank, and today is a non-executive director of five banks and financial services businesses. He recently joined the board of Ford’s in-house bank, FCE Bank.

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 and relationship management team plays a key role in developing its client strategy. He started his career in the Canadian financial services industry and worked as a private client advisor.  Since joining RBC, Mike has held several roles including head of affluent and retirement client strategy and managing director for the RBC Trust Company.

Tom Slocock

Managing Director

Deutsche Bank Wealth Management

Tom Slocock is the head of the global investment group within Deutsche Bank Wealth Management, responsible for sourcing, selecting and recommending investment opportunities for wealth management clients globally. He took on this role in late 2015 after almost seven years as CEO of Deutsche Bank’s UK wealth management business. He joined Deutsche Bank after a decade at Credit Suisse. Tom has spent his entire career in the wealth management industry. His focus has been leading teams and businesses, working with wealthy and sophisticated UK based individuals and families and helping to source bespoke solutions tailored to their specific needs.

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 of business development and marketing at Close Brothers and a member of the management committee. He has extensive experience at executive level developing and implementing strategy whilst personally leading new business growth. Matthew has previously held senior positions at Deutsche Bank, Coutts and Credit Suisse.

Iain Tait

Partner and Head of Private Investment Office

London & Capital

Iain became a Partner of London & Capital in 2008 and heads the firm’s Private Investment Office, which he founded in 2013. The Private Investment Office provides wealth management services for some of the firm’s largest clients.

He previous ran his own wealth management business for five years, in association with Zurich Financial Services Limited, where he built and maintained a significant high net worth client base. Before that, he was a partner at Freeman, Farmer and Anderson Company at only 27. He has been awarded the Investment Management Certificate, a Diploma in Financial Planning and a BA Hons degree from The University of Manchester.

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 Angeles and Taiwan, and as the firm’s deputy head of wealth management in Singapore and then head of wealth management in Bahrain, Taiwan and Greece (including a position as Chief Executive of Piraeus Wealth Management, a joint venture between BNP Wealth Management and Piraeus Bank).

He has been posted in London since 10/2012.

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 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.

Categories

This event has now taken place.

Finalists

UK private banking categories

Overall UK private bank

• Barclays Wealth & Investment Management
• C Hoare & Co
• Citi Private Bank
• HSBC Private Bank
• Rothschild Wealth Management
• Societe Generale Private Banking Hambros

International clients team

• HSBC Private Bank
• RBC Wealth Management
• UBS Wealth Management

High net worth team

• Barclays Wealth & Investment Management
• HSBC Private Bank
• UBS Wealth Management

UHNW team

• Citi Private Bank
• HSBC Private Bank
• Rothschild Wealth Management

Wealth planning team

• Barclays Wealth & Investment Management
• UBS Wealth Management
• Union Bancaire Privee

Best private bank – client service

• Berenberg
• Citi Private Bank

European private banking categories

Overall European private bank

• ABN AMRO Private Banking
• Berenberg
• BNP Paribas Wealth Management
• Citi Private Bank
• Societe Generale Private Banking

UHNW team

• BNP Paribas Wealth Management
• Citi Private Bank
• Societe Generale Private Banking

Best private bank – client service

• ABN AMRO Private Banking
• BNP Paribas Wealth Management
• Citi Private Bank

Best private bank – talent management

• JP Morgan Private Bank
• Societe Generale Private Banking

Investment management categories

Specialist wealth/private investment manager – under £5 billion AuM

• ACPI Investments
• Banque Paris Bertrand Sturdza
• Heartwood Investment Management
• London & Capital
• Sandaire Investment Office

Specialist wealth/private investment manager – over £5 billion AuM

• Bordier (UK)
• Canaccord Genuity Wealth Management
• Close Brothers Asset Management
• Rothschild Wealth Management
• St James’s Place

Investment product provider

• Banque Paris Bertrand Sturdza
• Castellain Capital
• Close Brothers Asset Management
• FORE  Partnership
• Union Bancaire Privee

Alternative investment manager

• Absolute Return Strategies
• Aurum Fund Management
• FORE Partnership
• HSBC Alternative Investments
• Standard Life Wealth

• BNP Paribas Wealth Management

Private investment office/multi-family office

• Hassium Asset Management
• London & Capital
• Oracle Capital Group
• Sandaire Investment Office
• Sorbus Partners
• Stanhope Capital

ETF provider

• Deutsche AWM
• ETF Securities
• UBS Asset Management
• Vanguard Asset Management
• WisdomTree Europe

Marketing/PR categories

Best marketing campaign (Online, print, brand launch/relaunch)

• Charities Aid Foundation
• EFG Asset Management
• HSBC Private Bank
• Lombard International Assurance
• UBS Wealth Management

Best PR programme

• Barclays Wealth & Investment Management
• Positive Alpha
• Tilney Bestinvest
• UBS Wealth Management

Private client categories

Private client law firm

• Bedell Cristin
• Penningtons Manches
• Ramparts European Law Firm
• Stephenson Harwood
• Taylor Wessing

Offshore law firm

• Bedell Cristin
• Collas Crill
• CS Global Partners
• Ramparts European Law Firm

Private client lawyer

• CS Global Partners – Micha Emmett
• Ramparts European Law Firm – Emma Lejeune
• Taylor Wessing – Andrew Hine

Family law legal team – editor’s award

• Kingsley Napley

Pensions advisor of the year 

• RiverPeak Wealth
• Saunderson House

Philanthropy offering

• Charities Aid Foundation
• Coutts
• National Philanthropic Trust UK
• Prism The Gift Fund
• UBS Wealth Management

Independent trust or fiduciary company 

• Bedell Trust
• Elian
• JTC
• Salamanca Group Trust & Fiduciary
• Saffery Champness Registered Fiduciaries

Wealth management technology companies (open to technology vendors only)

Front office solution

• Avaloq UK
• Backstop Solutions Group
• Expersoft Systems
• Objectway
• SS&C Advent

Transaction processing solution 

• Avaloq UK
• ERI Banking Software
• Expersoft Systems
• JHC Systems
• Platform Securities

Portfolio management

• Avaloq UK
• Charles River Development
• ERI Banking Software
• Objectway
• SS&C Advent

Client communications and reporting

• InvestCloud
• Objectway
• SimCorp Coric
• Trusted Family
• Vermillion Software

Outsourcing solution

• Avaloq UK
• Expersoft Systems
• Objectway
• Platform Securities
• Quantstore

• Expersoft Systems
• KlarityRisk
• Quantstore

Wealth management technology companies (open to any organisation)

Best implementation of a technology solution

• Coutts
• JHC Systems
• Quantstore
• Trusted Family
• Vermillion Software

Risk profiling solution

• BITA Risk
• Dynamic Planner
• Expersoft Systems
• KlarityRisk

Risk management

• BITA Risk
• Expersoft Systems
• KlarityRisk
• Tindeco Financial Services

CRM system

• Backstop Solutions Group
• Expersoft Systems
• Salesforce

On-boarding

• Appway
• Dorsum
• Expersoft Systems
• KlarityRisk
• Profile Software

Innovative client solution– technology companies only

• Apprecie
• BRT
• Dorsum
• Quantstore
• Tindeco Financial Services

Innovative client solution – financial advisory companies

• Cadell + Co
• Close Brothers Asset Management
• National Philanthropic Trust
• Union Bancaire Privée (FOSS Family Office Services Switzerland)
• Vanguard

Other wealth management categories

International finance centre

• Gibraltar Finance Centre
• Guernsey International Finance Centre
• Jersey
• MALTA represented by the Ministry for the Economy, Investment and Small Business

Global custodian

• Northern Trust
• Pershing, a BNY Mellon Company

Leading individual (banks)

• Barclays Wealth & Investment Management – John Derrick
• Barclays Wealth & Investment Management – Rob Mcintyre
• C Hoare & Co – Tim Bailey
• Societe Generale Private Banking – Stephane Wathier

Leading individual (advisors) 

• Chawker & Co – Edward Goodchild
• EY – David Kilshaw
• Ministry for the Economy, Investment and Small Business – Dr Nadine Lia
• RiverPeak Wealth – James Powell
• Stanhope Capital – Guy Paterson

Rising star

• C Hoare & Co – Freddie Lower
• Government of Malta – Ministry for the Economy and Investment – Dr Nadine Lia
• Societe Generale Private Banking – Oleg Domozhirov
• Societe Generale Private Banking – Damien Pierron
• Waverton Investment Management – James Mee

Women in wealth management

• Appleby Fiduciary Business – Farah Ballands
• Boston Multi-Family Office – Katherine Ellis
• C Hoare & Co – Annamaria Koerling
• Northern Trust – Lesley Hodgson
• UBS Wealth Management – Susan Ward

Outstanding contribution to wealth management thought leadership

• BNP Paribas Wealth Management
• EY
• NPG Wealth Management
• PwC & UBS
• Vanguard Asset Management

Lifetime achievement

• To be announced at awards dinner.

Sponsors

Benefits

• Exposure across our subscription base and associated international media (60,000 subscribers worldwide)
• Extensive brand exposure on the night to over 450 of the world’s leading wealth management professionals
• The opportunity to target an affluent market with high disposable income
• Excellent networking opportunities with senior decision-makers
• Association with leading industry awards
• The chance to develop new contacts and expand your sales network
• Increased brand exposure within the wealth management sector
• Listing in IFC world

Venue

Guildhall, City of London

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

Telephone: +44 20 7606 3030

Tickets

This event has now taken place.

Winners

UK PRIVATE BANKING CATEGORIES

OVERALL UK PRIVATE BANK

C Hoare & Co – Highly Commended
Rothschild Wealth Management – Winner

INTERNATIONAL CLIENTS TEAM
UBS Wealth Management

HNW TEAM
UBS Wealth Management

UHNW TEAM
Citi Private Bank

WEALTH PLANNING TEAM
UBS Wealth Management

BEST PRIVATE BANK – CLIENT SERVICE
Citi Private Bank

EUROPEAN PRIVATE BANKING CATEGORIES

OVERALL EUROPEAN PRIVATE BANK
ABN AMRO Private Banking

UHNW TEAM
BNP Paribas Wealth Management

BEST PRIVATE BANK – CLIENT SERVICE
ABN AMRO Private Banking

BEST PRIVATE BANK – TALENT MANAGEMENT
Societe Generale Private Banking

INVESTMENT MANAGEMENT CATEGORIES

SPECIALIST WEALTH/PRIVATE INVESTMENT MANAGER – UNDER £5 BILLION AUM

ACPI Investments – Winner
Heartwood Investment Management – Highly Commended

SPECIALIST WEALTH/PRIVATE INVESTMENT MANAGER – OVER £5 BILLION AUM
Rothschild Wealth Management

INVESTMENT PRODUCT PROVIDER
Close Brothers Asset Management

ALTERNATIVE INVESTMENT MANAGER
HSBC Alternative Investments

PLATFORM PROVIDER – EDITOR’S AWARD
BNP Paribas Wealth Management

PRIVATE INVESTMENT OFFICE/MULTI-FAMILY OFFICE
Sandaire Investment Office

ETF PROVIDER
Vanguard Asset Management

MARKETING/PR CATEGORIES

BEST MARKETING CAMPAIGN
(Online, print, brand launch/relaunch)
EFG Asset Management

BEST PR PROGRAMME 
Barclays Wealth & Investment Management

PRIVATE CLIENT CATEGORIES

PRIVATE CLIENT LAW FIRM
Taylor Wessing

OFFSHORE LAW FIRM
Collas Crill

PRIVATE CLIENT LAWYER
Taylor Wessing – Andrew Hine

FAMILY LAW LEGAL TEAM – EDITOR’S AWARD
Kingsley Napley

PENSIONS ADVISOR OF THE YEAR 
Saunderson House

PHILANTHROPY OFFERING
Coutts – Winner
National Philanthropic Trust – Highly Commended

INDEPENDENT TRUST OR FIDUCIARY COMPANY 
Saffery Champness Registered Fiduciaries

WEALTH MANAGEMENT TECHNOLOGY COMPANIES (OPEN TO TECHNOLOGY VENDORS ONLY)

FRONT OFFICE SOLUTION
Objectway

TRANSACTION PROCESSING SOLUTION 
Avaloq UK

PORTFOLIO MANAGEMENT
ERI Banking Software

CLIENT COMMUNICATIONS AND REPORTING
Objectway

OUTSOURCING SOLUTION
Avaloq UK

COMPLIANCE
KlarityRisk

WEALTH MANAGEMENT TECHNOLOGY COMPANIES (OPEN TO ANY ORGANISATION)

BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION
Quantstore

RISK PROFILING SOLUTION
BITA Risk

RISK MANAGEMENT
KlarityRisk

CRM SYSTEM
Expersoft Systems

ONBOARDING
Appway

Dorsum – highly commended

INNOVATIVE CLIENT SOLUTION – TECH COMPANIES ONLY
Quantstore

INNOVATIVE CLIENT SOLUTION – FINANCIAL ADVISORY COMPANIES
Close Brothers Asset Management

OTHER WEALTH MANAGEMENT CATEGORIES

INTERNATIONAL FINANCE CENTRE
Jersey

GLOBAL CUSTODIAN
Northern Trust

LEADING INDIVIDUAL (BANKS)
Barclays Wealth & Investment Management – Rob Mcintyre

LEADING INDIVIDUAL (ADVISORS)
EY – David Kilshaw

RISING STAR
C Hoare & Co – Freddie Lower – Joint Winner
Waverton Investment Management – James Mee – Joint Winner

WOMEN IN WEALTH MANAGEMENT
UBS Wealth Management – Susan Ward

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP 
EY

LIFETIME ACHIEVEMENT

David Lough

Photographs

Previous Attendees

Testimonials

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