Overview

 

Now in its fourth year, the WealthBriefing European Awards are set to spread the word about the profession’s achievements to a wider audience. For 2016 the awards will attract over 500 senior banking and wealth management professionals to the industry’s most prestigious gala event.

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 and individuals apart from their peers 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 2016 awards ceremony.

Dates for the diary

  • Entries open August 2015
  • Entries close 22 January 2016
  • Shortlist announced 4 March 2016
  • Award ceremony 19 May 2016

Click here to download the information pack.

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 […]

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 […]

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 […]

Peter Murley

Past Chief Executive Officer of the Hawksford Group

WealthBriefing European Awards 2016

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 […]

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 […]

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 […]


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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

Categories

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Tickets

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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
Platform Providor – Editor’s Award
  • 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
Compliance
  • 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.

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 – 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


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

“Thank you so much to you and your team for last night’s brilliant event. We had such great fun on our table and the venue was incredible. ” Elliott Wallis, London & Capital

“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

“It was a truly magnificent evening, and a triumph for all concerned.” Gordon Puckey, Managing Director Pheonix Financial PR

“Thanks for a great event… It was well attended and superbly run.” Nic Basson, Director and Head of Marketing Source

“Just wanted to thank you guys for the fantastic work and organisation last night. It was an exceptional event at an exceptional venue. We had many of our clients there yesterday who found the event very impressive.” Tayyab Mohammed, Director, Agreus

“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