Overview

A warm welcome to the WealthBriefing European Awards 2017. Nominations are now open and we look forward to seeing old and new faces taking part in this prestigious event.

For those new to the awards, the categories are focused around three main areas:

  • Experts (individuals and teams)
  • Products
  • Services for wealth managers and clients/institutions of all sizes and types

As in previous years, independence, integrity and genuine insight will be the watchwords of the judging process and will be conducted by an expert panel drawn from both private banks and trusted advisors/consultants to the sector.

To avoid any conflict of interest we have two judging panels. One panel of bankers who judge the trusted advisor categories. Another panel of trusted advisors who are responsible for judging the banking categories.

Winning an WealthBriefing European Award sets organisations and individuals apart from their peers and is a tangible demonstration that they have something special to offer, rewarding achievement and showcasing top class performance and innovation.

We very much hope you take part and look forward to seeing you at the 2017 awards ceremony.

Key dates for the diary

  • Nominations close 23 January 2017 (at midnight)
  • Shortlist announcement 20 February 2017
  • Judges meeting 9 March 2017 (from 12 noon)
  • Awards dinner  11 May 2017 (from 6.30pm)

How to enter

  • Click on the categories tab – located on the LH side
  • Fill in the online form with your details
  • Select the categories you wish to enter
  • Press submit

Once the form is submitted, you will automatically receive a confirmation email with a link to the awards questionnaire. Please follow the instructions on page 2 of the questionnaire, then complete your submissions by the closing date.

Key Dates

  • Nominations close 23 January 2017 (at midnight)
  • Shortlist announcement 20 February 2017
  • Judges meeting 9 March 2017 (from 12 noon)
  • Awards dinner  11 May 2017 (from 6.30pm)

Judges

Trusted Advisor Panel

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 […]

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 […]

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 […]

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 […]

Steve Dyson

Director

Investment & Wealth Management Consultants

Steve is a founding director of Investment & Wealth Management Consultants. He has over 30 years experience in the financial services industry and has held senior positions in the wealth […]

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 […]

Etienne D'Arenberg

Partner

Bank Mirabaud

Etienne d’Arenberg, born 1967, is a Limited Partner at Mirabaud since 2011. He joined the group in 1999 and has developed a very significant portfolio of private clients, including large […]

Gillian Austin-King

Global Head of Cyber Programmes

HSBC Bank

Gillian is a chartered accountant, a chartered banker and a member of the CISI with MBAs in both banking and finance, and degrees in economics and law. Gillian started off […]

Hans-Peter Borgh

Group Head of Wealth Management, Member of the Management Board

Banque Internationale a Luxembourg

Hans-Peter Borgh was appointed head of wealth management of Banque Internationale a Luxembourg in November 2015. Hans-Peter’s responsibilities include leading BIL’s private banking and investment related activities in Denmark, Dubai […]

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 […]

Olivier Maugarny

Head of Offering and Sales

BNP Paribas Wealth Management

After seven years as a consultant Olivier joined the BNP Paribas group in 1990.  In 1994 he was appointed managing director of BNP Paribas Equities France and in 2000 moved […]

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 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 […]

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 […]

Finalists

UK PRIVATE BANKING CATEGORIES  

OVERALL UK PRIVATE BANK  NOMINEES Barclays Citi Private Bank Coutts HSBC Private Banking Rothschild Private Wealth DOMESTIC CLIENTS TEAM  NOMINEES Barclays HSBC Private Banking Kleinwort Hambros INTERNATIONAL CLIENTS TEAM  NOMINEES Citi Private Bank HSBC Private Banking UBS Wealth Management HNW TEAM  NOMINEES Barclays Coutts HSBC Private Banking Kleinwort Hambros UBS Wealth Management UHNW TEAM  NOMINEES Citi Private Bank Coutts HSBC Private Banking Lombard Odier Rothschild Private Wealth CHARITY TEAM  NOMINEES Close Brothers Asset Management Rothschild Private Wealth UBS Wealth Management Waverton Investment Management

UK PRIVATE BANKING CATEGORIES  

BEST PRIVATE BANK – CLIENT SERVICE  NOMINEES Barclays Citi Private Bank Lombard Odier PRIVATE BANK – CUSTOMER FACING DIGITAL CAPABILITIES  NOMINEES Barclays Coutts Lombard Odier

EUROPEAN PRIVATE BANKING CATEGORIES

OVERALL EUROPEAN PRIVATE BANK  NOMINEES ABN AMRO Private Banking BNP Paribas Wealth Management Lombard Odier Rothschild Private Wealth Societe Generale Private Banking DOMESTIC CLIENTS TEAM  NOMINEES ABN AMRO Private Banking Banque Paris Bertrand Sturdza Banque Internationale a Luxembourg Nykredit Private Bank Elite INTERNATIONAL CLIENTS TEAM  NOMINEES Banque Paris Bertrand Sturdza Banque Internationale a Luxembourg BNP Paribas Wealth Management Citi Private Bank HSBC Private Banking (Suisse) SA UHNW TEAM  NOMINEES Banque Paris Bertrand Sturdza BNP Paribas Wealth Management Citi Private Bank BEST PRIVATE BANK – CLIENT SERVICE  NOMINEES ABN AMRO Private Banking Citi Private Bank Lombard Odier REYL & Cie BEST PRIVATE BANK – INVESTMENT MANAGEMENT PLATFORM  NOMINEES Banque Paris Bertrand Sturdza BNP Paribas Wealth Management Lombard Odier Union Bancaire Privee

INVESTMENT MANAGEMENT CATEGORIES

SPECIALIST WEALTH/PRIVATE INVESTMENT MANAGER – UNDER £5 BILLION AUM  NOMINEES ACPI Investments Hassium Asset Management Lincoln Private Investment Office Saunderson House SPECIALIST WEALTH/PRIVATE INVESTMENT MANAGER – OVER £5 BILLION AUM  NOMINEES Bordier UK Close Brothers Asset Management Rothschild Wealth Management Standard Life Wealth ALTERNATIVE INVESTMENT MANAGER  NOMINEES Avignon Capital Signia Wealth UBP EXTERNAL ASSET MANAGEMENT PLATFORM AND OFFERING – EDITOR’S AWARD NOMINEES BNP Paribas Wealth Management PRIVATE INVESTMENT OFFICE/ MULTI-FAMILY OFFICE  NOMINEES Hassium Asset Management Lincoln Private Investment Office Peritus Investment Consultancy REYL & Cie Stonehage Fleming ETF PROVIDER  NOMINEES ETF Securities Lyxor ETF WisdomTree

MARKETING/PR CATEGORIES

BEST MARKETING OR PR CAMPAIGN  NOMINEES Barclays Lombard Odier Phoenix Financial PR Tilney Group UBS Wealth Management & Headland

PRIVATE CLIENT CATEGORIES

PRIVATE CLIENT LAW FIRM  NOMINEES Anaford Druces Stephenson Harwood Taylor Wessing OFFSHORE LAW FIRM  NOMINEES Bedell Cristin Ogier PRIVATE CLIENT LAWYER  NOMINEES CS Global Partners – Micha-Rose Emmett Druces – Robert Macro Stephenson Harwood – James Quarmby Taylor Wessing – Andrew Hine Taylor Wessing – Emma Jordan FAMILY LAW LEGAL TEAM  NOMINEES Charles Russell Speechlys Kingsley Napley PENSIONS ADVISOR OF THE YEAR  NOMINEES Close Brothers Asset Management Kleinwort Hambros RiverPeak Wealth

INDEPENDENT TRUST OR FIDUCIARY COMPANY 

NOMINEES Boston MFO Intertrust JTC Saffery Champness Registered Fiduciaries Salamanca Group Trust & Fiduciary ZEDRA Jersey INSTITUTIONAL TRUST OR FIDUCIARY COMPANY  NOMINEES Northern Trust RBC Wealth Management MANAGEMENT CONSULTANCY  NOMINEES EY Gulland Padfield

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (TECH VENDORS ONLY)

FRONT OFFICE SOLUTION  NOMINEES Avaloq ERI Banking Software Expersoft Systems Objectway Salesforce SS&C Advent TRANSACTION PROCESSING SOLUTION  NOMINEES Avaloq Calastone ERI Banking Software Expersoft Systems PORTFOLIO MANAGEMENT  NOMINEES BITA Risk ERI Banking Software Expersoft Systems SS&C Advent swissQuant Group Tindeco Financial Services CLIENT COMMUNICATIONS  NOMINEES Expersoft Systems IBO InvestCloud Profile Software SS&C Advent WealthArc CLIENT REPORTING  NOMINEES Dorsum Co Expersoft Systems InvestCloud SS&C Vermilion - A FactSet Company COMPLIANCE  NOMINEES Expersoft Systems Klarity Risk Prometeia Qumram Thomson Reuters CRM SYSTEM  NOMINEES Expersoft Systems InvestCloud Salesforce Tindeco Financial Services OUTSOURCING SOLUTION  NOMINEES Avaloq Expersoft Systems Pershing, a BNY Mellon Company Platform Securities SS&C DATA PROVIDER  NOMINEES Financial Express Prometeia FactSet RISK PROFILING SOLUTION  NOMINEES BITA Risk Dynamic Planner Expersoft Systems IBO Profile Software RISK MANAGEMENT  NOMINEES Klarity Risk Prometeia swissQuant Group Thomson Reuters FactSet ON-BOARDING  NOMINEES Appway Expersoft Systems Objectway Profile Software INNOVATIVE CLIENT SOLUTION  NOMINEES Dorsum Co IBO SS&C swissQuant Group WealthArc CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION  NOMINEES Expersoft Systems Globacom Technologies Objectway INNOVATIVE FINTECH SOLUTION  NOMINEES ayondo Hearsay Systems Qumram swissQuant Group WealthArc

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (IN-HOUSE SOLUTIONS ONLY)  

INNOVATIVE CLIENT SOLUTION  NOMINEES Barclays BNP Paribas Wealth Management Cadell + Co Close Brothers Asset Management REYL & Cie

OTHER WEALTH MANAGEMENT CATEGORIES

INTERNATIONAL FINANCE CENTRE  NOMINEES Jersey Guernsey MALTA, represented by the Ministry for the Economy, Small Business and Investment PRIVATE CLIENT BUSINESS NOMINEES BNY Mellon Wealth Management Platform Securities Pershing, a BNY Mellon Company WEALTH PLANNING TEAM  NOMINEES Barclays Close Brothers Asset Management Mazars Wealth Management Societe Generale Private Banking UBS Wealth Management PHILANTHROPY OFFERING/ INITIATIVE OF THE YEAR  NOMINEES Charities Aid Foundation Close Brothers Asset Management Coutts National Philanthropic Trust UK UBS Wealth Management RISING STAR  NOMINEES Barclays – Anthony Ward Barclays – Robert Drabble Northern Trust – David Clerey WOMEN IN WEALTH MANAGEMENT (INDIVIDUAL CONTRIBUTION)  NOMINEES Boston MFO – Katherine Ellis Estera – Farah Ballands WOMEN IN WEALTH MANAGEMENT (COMPANY CONTRIBUTION)  NOMINEES BNP Paribas Wealth Management OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY)  NOMINEES BNP Paribas Wealth Management EY LEADING INDIVIDUAL (BANKER)  Winner will be announced at awards dinner LIFETIME ACHIEVEMENT Winner will 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

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (TECH VENDORS ONLY)

FRONT OFFICE SOLUTION 

WINNER
Objectway

TRANSACTION PROCESSING SOLUTION 

WINNER
ERI Banking Software

PORTFOLIO MANAGEMENT 

WINNER
swissQuant Group

CLIENT COMMUNICATIONS 

WINNER
InvestCloud

CLIENT REPORTING 

InvestCloud – Highly Commended
Vermillion – A FactSet Company - Winner

COMPLIANCE 

WINNER
Qumram

CRM SYSTEM 

WINNER
Tindeco Financial Services

OUTSOURCING SOLUTION 

WINNER
Pershing, a BNY Mellon Company

DATA PROVIDER 

WINNER
FactSet

RISK PROFILING SOLUTION 

WINNER
BITA Risk

RISK MANAGEMENT 

WINNER
Klarity Risk

ON-BOARDING 

WINNER
Appway

INNOVATIVE CLIENT SOLUTION 

WINNER
WealthArc

CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION 

WINNER
Globacom Technologies

INNOVATIVE FINTECH SOLUTION 

WINNER
WealthArc

 

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (IN-HOUSE SOLUTIONS ONLY)  

INNOVATIVE CLIENT SOLUTION 

WINNER
BNP Paribas Wealth Management

 

MARKETING/PR CATEGORIES

BEST MARKETING OR PR CAMPAIGN 

WINNER
Lombard Odier

PRIVATE CLIENT CATEGORIES

PRIVATE CLIENT LAW FIRM 

WINNER
Stephenson Harwood - Winner
Taylor Wessing – Highly Commended

OFFSHORE LAW FIRM 

WINNER
Ogier

PRIVATE CLIENT LAWYER 

WINNER
Stephenson Harwood – James Quarmby

FAMILY LAW LEGAL TEAM 

WINNER
Charles Russell Speechlys

PENSIONS ADVISOR OF THE YEAR 

WINNER
Close Brothers Asset Management

INDEPENDENT TRUST OR FIDUCIARY COMPANY 

WINNER
JTC

INSTITUTIONAL TRUST OR FIDUCIARY COMPANY 

WINNER
RBC Wealth Management

MANAGEMENT CONSULTANCY 

WINNER
EY

 

INVESTMENT MANAGEMENT CATEGORIES

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

WINNER
ACPI Investments

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

WINNER
Rothschild Wealth Management

ALTERNATIVE INVESTMENT MANAGER 

WINNER
UBP

EXTERNAL ASSET MANAGEMENT PLATFORM AND OFFERING – EDITOR’S AWARD

WINNER
BNP Paribas Wealth Management

PRIVATE INVESTMENT OFFICE/ MULTI-FAMILY OFFICE 

WINNER
Stonehage Fleming

ETF PROVIDER 

WINNER
Lyxor ETF

 

EUROPEAN PRIVATE BANKING CATEGORIES

BEST PRIVATE BANK – INVESTMENT MANAGEMENT PLATFORM 

WINNER
Union Bancaire Privee

BEST PRIVATE BANK – CLIENT SERVICE 

WINNER
ABN AMRO Private Banking

UHNW TEAM 

WINNER
BNP Paribas Wealth Management

INTERNATIONAL CLIENTS TEAM 

WINNER
Banque Internationale a Luxembourg

DOMESTIC CLIENTS TEAM 

WINNER
ABN AMRO Private Banking - Winner
Nykredit Private Bank Elite – Highly Commended

OVERALL EUROPEAN PRIVATE BANK 

WINNER
BNP Paribas Wealth Management

 

UK PRIVATE BANKING CATEGORIES  

PRIVATE BANK – CUSTOMER FACING DIGITAL CAPABILITIES 

WINNER
Lombard Odier

BEST PRIVATE BANK – CLIENT SERVICE 

WINNER
Citi Private Bank

CHARITY TEAM 

Close Brothers Asset Management - Winner
Waverton Investment Management – Highly Commended

UHNW TEAM 

WINNER
Citi Private Bank

HNW TEAM 

WINNER
Coutts

INTERNATIONAL CLIENTS TEAM 

WINNER
UBS Wealth Management

DOMESTIC CLIENTS TEAM 

WINNER
Barclays

OVERALL UK PRIVATE BANK 

HSBC Private Banking  - Winner
Rothschild Private Wealth – Highly Commended

OTHER WEALTH MANAGEMENT CATEGORIES

INTERNATIONAL FINANCE CENTRE 

WINNER
Jersey

GLOBAL CUSTODIAN TO PRIVATE CLIENT BUSINESSES

WINNER
Pershing, a BNY Mellon Company

WEALTH PLANNING TEAM 

WINNER
Societe Generale Private Banking

PHILANTHROPY OFFERING/ INITIATIVE OF THE YEAR 

Coutts – Joint Winner
UBS Wealth Management – Joint Winner

RISING STAR 

WINNER
Northern Trust – David Clerey

WOMEN IN WEALTH MANAGEMENT (INDIVIDUAL CONTRIBUTION) 

WINNER
Boston MFO – Katherine Ellis

WOMEN IN WEALTH MANAGEMENT (COMPANY CONTRIBUTION) – EDITOR’S AWARD

WINNER
BNP Paribas Wealth Management

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY) 

WINNER
EY

LEADING INDIVIDUAL (BANKER) 

Helen Watson - Rothschild Private Wealth - Winner
James West – Arbuthnot Latham – Highly Commended

LIFETIME ACHIEVEMENT

David Bellamy – St James’s Place Wealth Management


Photographs


Testimonials

“What a great night yesterday. The location was majestic and the most impressive award ceremony place I have been to.”

“It was a truly magnificent evening, and a triumph for all concerned.”

“Thanks for a great event... It was well attended and superbly run.”

“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.”

“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.”

“Thank you for organising such a great event. Our team said it was a fantastic evening.”

“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.”