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
Judges
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
Legacy
Philippe advises wealthy individuals on leaving a legacy that will last forever. He builds on his experience in wealth management as well as his strategy consulting and marketing skills. Prior to founding LEGACY, Philippe headed the Wealth & Asset Management practice within a leading consulting firm where he advised clients on growth and digital strategies as well as transformation plans. He has worked with more than 50 clients - global, regional or domestic leaders – on all continents and in both offshore and/or onshore markets - seeking to improve their competitive position and economics. He also had 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 director in the fields of global wealth management, consumer insight, technology, scale-up companies and business management. Seb 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. Seb is currently Chairman of F2 Strategy, and holds non-executive board roles at FiComm, Entrepreneurs Investment Office, and Angel Academe Nominee. He also holds advisory board seats at Moneyhub, Align 17 and Silver Lane. Separately, Seb is the Chairman of the Global Client Experience Innovation Committee for a major international bank and advises two sizeable financial families on their strategic growth for their investment offices.
Seb’s 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. Seb 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. He 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 board member of the London School of Economics Generate initiative focused on entrepreneurship in the social sciences 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
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 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 - 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 United States. Tom has almost 30 years of experience within wealth management working with clients and managing teams, businesses, and global product classes. Prior to joining the firm, Tom spent 11 years at Deutsche Bank Wealth Management, most recently as head of the Global Funds Group, overseeing the sourcing, research, structuring, marketing, and servicing of both traditional and alternative fund offerings across all client franchises. Previously, Tom was CEO of Deutsche Bank’s UK wealth management business. Before joining Deutsche Bank, Tom spent a decade at Credit Suisse, where his last role was as the London Head of International Private Banking. He started his career in wealth management at Goldman Sachs in London. Tom holds a BA/MA degree in Zoology from Oxford University and completed the Senior Executive Programme at London Business School.

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 & Head of the 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.
Prior to joining London & Capital, Iain 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. He has been named in CityWealth’s ‘Top Private Bankers & Investment Managers’ leaders list for the past 3 years and was named in PAM ‘Top 40 under 40’ in 2013.

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
These prestigious awards recognise excellence within the wealth management sector. In addition they provide your business with a highly affluent, captive audience of private bankers, lawyers, accountants, financial advisors and technology providers across the wealth management sector. Consequently these awards present your business with a unique opportunity to be involved in industry sector sponsorship giving your company the following:- 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
ABN AMRO Bank N.V.
Advent
Agreus
Andrew Deane Associates
APCIMS
Appway
Baker & McKenzie
Barclays
Berry Asset Management
BITA Risk
BNP Paribas Wealth Management
BNY Mellon Wealth Management
Brooks MacDonald
BRT
C Hoare & Co
Canaccord
Charles Russell Speechlys
Charles Stanley
Christie's
Citi Private Bank
Citisoft
Close Brothers Asset Management
Coombe Advisors
Coutts
Credit Suisse
Deloitte
Deutsche Asset & Wealth Management
Deutsche Bank
Dion
Duncan Lawrie Private Banking
EFG Private Bank
ERI Banking Software
ETF Strategy
EY
Family Office Exchange
Finantix
Gulland Padfield
HSBC Bank
HSBC Private Bank
Investec
Jersey Finance
JHC
Julius Baer
KPMG
Lombard Odier
London & Capital
Lord North Street
M & G
McLagan, an AON Company
MilleniumAssociates
Milltrust
Northern Trust
Objectway
Offices of Philip Marcovici
Oliver Wyman Financial Services
Oracle Capital Group
Phoenix Financial PR
Platform Securities
ProFundCom
PwC
RBC Wealth Management
Royal Bank of Canada
Sandaire
Scorpio Partnership
Skagen Funds
smartKYC
Societe Generale Private Banking Hambros
Standard & Poors - Money Market Directories
Standard Life Wealth
Taylor Wessing
Temenos
UBP Private Banking
UBS Wealth Management
Vermilion Software
WDX
Wealth Monitor
Withers
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