Overview

A warm welcome to the WealthBriefing European Awards 2019. 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 three 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 and a new panel of technology experts to judge the tech 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 o er, rewarding achievement and showcasing top class performance and innovation.

We very much hope you take part and look forward to seeing you at the 2019 awards ceremony.

Key Dates

  • Nominations open - Now
  • Nominations close - 12 December 2018 (at midnight)
  • Shortlist announcement - 28 January 2019
  • AWARDS DINNER - 11 April 2019 (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

Board Advisor and Partner

Various

Ian is an experienced board and executive advisor/partner to wealth and asset managers; family offices, software firms and fin-techs helping to achieve and accelerate their path to be future ready […]

Keith MacDonald

Senior Advisor Wealth Management

Keith has been a partner advising financial services firms for over 35 years, leading businesses for EY, CapGemini and Capco.  He led EY’s Wealth Management and Private Banking business for […]

Paul Ayres

Paul Ayres

Partner

BDO

Paul joined BDO in 2000 becoming a partner in 2006 and is now head of BDO’s national private client practice. Paul advises in respect of all private client related tax […]

Philippe Bongrand

CEO

FNZ

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

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 (“IAWMC”) who provide a full spectrum of consulting services, from strategic advice through to delivery for wealth managers, private […]

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

Non Executive Director

Various

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

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 […]

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, […]

Martin Heale

Director

Schroder US Wealth Management

Martin heads the Schroder Wealth Management (US) team specialising in international wealth management for US clients residing in the US, UK and elsewhere. Prior to joining Schroders, Martin was managing […]

Matthew Spencer

Advisor

Various

Combining both an in-depth knowledge of marketing strategy and business development, Matthew has sat on senior management teams and led significant business growth. His deep experience with HNW/UHNW clients, knowledge […]

Michel Milair

COO & Executive Committee Member

BNP Paribas Wealth Management

Michel Milair is chief operating officer and head of process, operations and technology at BNP Paribas Wealth Management having joined BNP Paribas Group in 1991. He was formerly chief operating […]

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 […]

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 […]


Technology Panel

Adam Sorrin

Head of Data Management, Wealth

Natwest Group

Adam’s 25 years’ experience in Wealth Management includes holding roles across fulfilment, front office, risk, change and technology. With a desire to make things better, Adam has significant knowledge of […]

Dean Butler

Head of Innovation, Retail Distribution

Prudential

Paul McMahon

Founder

Insijt Consulting Services

Paul has a long history of driving innovation and enhanced performance from businesses. In his career to date he has spent more than fifteen years in Board roles for three […]

Stephen Wall

Co-founder, Head of Marketplace & Content

The Wealth Mosaic, UK 

Stephen is an analyst focused on the global wealth management sector. With over 12 years’ experience in the sector, he has recently co-founded a new global digital market network called […]

William Trout

Director of the Securities and Investments

Datos Insights

William Trout serves as Director of the Securities and Investments practice at Datos Insights, focusing on technology strategy and innovation in the capital markets. He has particular expertise in platform […]

Categories

Tickets

 

 

Finalists

UNITED KINGDOM PRIVATE BANKING CATEGORIES

OVERALL UK PRIVATE BANK NOMINEES
  • Barclays Private Bank
  • Brown Shipley
  • HSBC Private Bank
  • JP Morgan Private Bank
  • Kleinwort Hambros
  • Lombard Odier
DOMESTIC CLIENTS TEAM NOMINEES
  • Barclays Private Bank
  • HSBC Private Bank
  • Kleinwort Hambros
INTERNATIONAL CLIENTS TEAM NOMINEES
  • Barclays Private Bank
  • Citigold Wealth Management
  • HSBC Private Bank
HNW TEAM NOMINEES
  • Citigold Wealth Management
  • HSBC Private Bank
UHNW TEAM NOMINEES
  • HSBC Private Bank
  • Kleinwort Hambros
  • Lombard Odier
WEALTH PLANNING TEAM NOMINEES
  • Brown Shipley
  • Kleinwort Hambros
  • Sanlam
BEST PRIVATE BANK - TALENT MANAGEMENT AND DIVERSITY NOMINEES
  • Barclays Private Bank
  • Deutsche Bank Wealth Management
  • Standard Chartered Private Bank

EUROPEAN PRIVATE BANKING CATEGORIES

OVERALL EUROPEAN PRIVATE BANK NOMINEES
  • Barclays Private Bank
  • BNP Paribas Wealth Management
  • Julius Baer Group
  • Lombard Odier
  • Schroder & Co Bank, Switzerland
  • Societe Generale Private Banking
DOMESTIC CLIENTS TEAM NOMINEES
  • Banque Paris Bertrand
  • Barclays Private Bank
  • BNP Paribas Wealth Management
  • Nykredit Private Banking
  • Schroder & Co Bank, Switzerland
INTERNATIONAL CLIENTS TEAM NOMINEES
  • Banque SYZ
  • Barclays Private Bank
  • Schroder & Co Bank, Switzerland
UHNW TEAM NOMINEES
  • Banque SYZ
  • BNP Paribas Wealth Management
  • Deutsche Bank Wealth Management
  • JP Morgan Private Bank
  • REYL & Cie
  • Societe Generale Private Banking
BEST PRIVATE BANK - CLIENT SERVICE NOMINEES
  • Banque Paris Bertrand
  • Banque SYZ
  • BNP Paribas Wealth Management
  • Lombard Odier
  • REYL & Cie
  • Schroder & Co Bank, Switzerland
BEST PRIVATE BANK - INVESTMENT MANAGEMENT PLATFORM NOMINEES
  • Barclays Private Bank
  • Lombard Odier
  • Union Bancaire Privee
PRIVATE BANK - BEST CREDIT PROVIDER NOMINEES
  • Barclays Private Bank
  • Societe Generale Private Banking

INVESTMENT MANAGEMENT CATEGORIES

SPECIALIST WEALTH MANAGER NOMINEES
  • Bordier UK
  • Capitalium Advisors
  • Mediolanum International
SPECIALIST INVESTMENT MANAGER NOMINEES
  • ACPI Investments
  • Banque SYZ
  • Bordier UK
  • Brown Shipley
  • Julius Baer International
  • Tribe Impact Capital
PRIVATE INVESTMENT OFFICE NOMINEES
  • Bedrock Group
  • Capital Generation Partners
  • Lincoln Private Investment Office
  • Peritus Investment Consultancy
  • Sanlam
MULTI-FAMILY OFFICE NOMINEES
  • Banque SYZ
  • Bedrock Group
  • Stonehage Fleming
FUND MANAGER NOMINEES
  • Banque Paris Bertrand
  • Heartwood Investment Management
  • Sanlam
  • Skenderbeg Investment Management
ALTERNATIVE INVESTMENT MANAGER NOMINEES
  • ACPI Investments
  • Avignon Capital
  • Bedrock Group
  • Gresham House
  • Hermance Capital Partners
  • Signia
EXTERNAL ASSET MANAGEMENT PLATFORM AND OFFERING NOMINEES
  • Bedrock Group
  • Julius Baer Group
PLATFORM PROVIDER NOMINEES
  • Evooq
  • FA Solutions
  • InvestCloud
  • Kuber Ventures
ETF PROVIDER NOMINEES
  • DWS Xtrackers
  • Lyxor ETF
  • WisdomTree Europe

MARKETING/PR CATEGORIES

BEST MARKETING OR PR CAMPAIGN NOMINEES
  • Lombard Odier
  • TechRules

PRIVATE CLIENT CATEGORIES

PRIVATE CLIENT LAW FIRM NOMINEES
  • Druces
  • Stephenson Harwood
  • Wedlake Bell
OFFSHORE LAW FIRM NOMINEES
  • Babbe LLP
  • Bedell Cristin
  • Carey Olsen
  • Collas Crill
  • Ogier
PRIVATE CLIENT LAWYER NOMINEES
  • Druces – Neil Morris
  • Stephenson Harwood – Emily Osborne
  • Taylor Wessing – Nick Warr
FAMILY LAW LEGAL TEAM NOMINEES
  • Manders Law
  • Royds Withy King
PENSIONS ADVISOR OF THE YEAR NOMINEES
  • RiverPeak Wealth
  • Sanlam
INDEPENDENT TRUST OR FIDUCIARY COMPANY NOMINEES
  • Accuro Fiduciary
  • Crestbridge
  • Estera
  • Hawksford
  • Intertrust
  • JTC
  • Fairway Group
INSTITUTIONAL TRUST OR FIDUCIARY COMPANY NOMINEES
  • Kleinwort Hambros
  • Northern Trust
  • RBC Wealth Management
MANAGEMENT CONSULTANCY NOMINEES
  • Catalyst
  • EY

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (TECH VENDORS ONLY)

FRONT OFFICE SOLUTION NOMINEES
  • Avaloq
  • Evooq
  • Objectway
  • Refinitiv
  • SS&C Advent
  • TechRules
  • Wealth Dynamix
  • Wealth Objects
TRANSACTION PROCESSING SOLUTION NOMINEES
  • Avaloq
  • ERI Banking Software
  • Expersoft Systems
  • Objectway
Portfolio MANAGEMENT NOMINEES
  • Charles River Development, a State Street Company
  • Eagle Investment Systems
  • Expersoft Systems
  • JHC
  • SS&C Advent
  • SS&C Institutional and Investment Management
  • swissQuant Group
  • Tindeco
CLIENT COMMUNICATIONS NOMINEES
  • AM-One
  • Dorsum
  • Expersoft Systems
  • FundCount
CLIENT REPORTING NOMINEES
  • BRT
  • Expersoft Systems
  • FundCount
  • Globacom Technologies
  • Masttro
  • SimCorp Coric
  • SS&C Advent
  • SS&C Institutional and Investment Management
COMPLIANCE NOMINEES
  • Appway
  • ATEB suitability
  • CUBE
  • Fenergo
  • JHC
  • Know your Customer
  • Prometeia
  • Wealth Dynamix
CRM SYSTEM NOMINEES
  • Expersoft Systems
  • FA Solutions
  • Tindeco
  • Wealth Dynamix
  • Xpedition
OUTSOURCING SOLUTION NOMINEES
  • Avaloq
  • BRT
  • GPP
  • Multrees
  • BNY Mellon | Pershing
  • SS&C Advent
DATA PROVIDER NOMINEES
  • Edgelab
  • FactSet
  • Preqin
  • Refinitiv
RISK PROFILING SOLUTION NOMINEES
  • BITA Risk
  • Expersoft Systems
  • Globacom Technologies
  • JHC
  • Oxford Risk
  • Profile Software
RISK MANAGEMENT NOMINEES
  • Evooq
  • KlarityRisk
  • Profile Software
  • Prometeia
  • swissQuant Group
  • Tindeco
ONBOARDING NOMINEES
  • Appway
  • Expersoft Systems
  • Fenergo
  • Objectway
  • Profile Software
  • Wealth Dynamix
INNOVATIVE CLIENT SOLUTION NOMINEES
  • AAAccell
  • ATEB suitability
  • Edge Lab
  • Masttro
  • Novastone
  • swissQuant Group
  • Wealth Dynamix
  • WealthObjects
INNOVATIVE FINTECH SOLUTION NOMINEES
  • Edgelab
  • InvestCloud
  • Masttro
  • Novastone
  • Tiller Investments
  • Tindeco
  • Wealth Dynamix
  • WealthObjects
CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION NOMINEES
  • Appway
  • BITA Risk
  • Expersoft Systems
  • Objectway & BNY Mellon | Pershing
  • Wealth Dynamix
  • WealthObjects

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (IN-HOUSE SOLUTIONS ONLY)

INNOVATIVE CLIENT SOLUTION NOMINEES
  • BNP Paribas Wealth Management
  • Heartwood Investment Management
  • Lombard Odier
  • Netwealth
  • Northern Trust Wealth Management
  • Societe Generale Private Banking
CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION (IN-HOUSE) NOMINEES
  • Heartwood Investment Management
  • Standard Chartered Private Bank

SPECIAL WEALTH MANAGEMENT CATEGORIES

CORPORATE SOCIAL RESPONSIBILITY/ DIVERSITY NOMINEES
  • Deutsche Bank Wealth Management
  • EQ Investors
  • Tribe Impact Capital
INTERNATIONAL FINANCE CENTRE NOMINEES
  • Guernsey
  • Jersey
  • Qatar Financial Centre
GLOBAL CUSTODIAN TO PRIVATE CLIENT BUSINESSES NOMINEES
  • Multrees
  • Northern Trust Wealth Management
  • BNY Mellon | Pershing
WEALTH PLANNING TEAM NOMINEES
  • ABN AMRO Private Banking
  • Societe Generale Private Banking
  • UBP
MOST PROMISING NEW ENTRANT/OFFERING NOMINEES
  • Cadell
  • Evooq
  • Heartwood Investment Management
  • KlarityRisk
  • Tribe Impact Capital

LEADERSHIP CATEGORIES

LEADING INDIVIDUAL (BANKER) NOMINEES
  • Barclays Private Bank Bank – Theophanis Theophanous
  • BNP Paribas Wealth Management – Sofia Merlo
OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY) NOMINEES
  • Barclays Private Bank
  • BNP Paribas Wealth Management
  • EY
  • Scorpio Partnership
  • Tribe Impact Capital
  • Wealth Dynamix

About our Sponsors

Sponsors


Venue

Guildhall, City of London

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

Telephone: +44 20 7606 3030

Winners

UK PRIVATE BANK
OVERALL UK PRIVATE BANK

Winner
HSBC Private Banking

UK PRIVATE BANK
DOMESTIC CLIENTS TEAM

Winner
HSBC Private Banking

UK PRIVATE BANK
INTERNATIONAL CLIENTS TEAM

Winner
Citigold Wealth Management

UK PRIVATE BANK
HNW TEAM

Winner
Citigold Wealth Management

UK PRIVATE BANK
UHNW TEAM

Winner
HSBC Private Banking – Winner
Lombard Odier – Highly Commended

UK PRIVATE BANK
WEALTH PLANNING TEAM

Winner
Sanlam

UK PRIVATE BANK
CHARITY TEAM

Winner
Waverton Investment Management

UK PRIVATE BANK
BEST PRIVATE BANK - INVESTMENT MANAGEMENT PLATFORM

Winner
Lombard Odier

UK PRIVATE BANK
BEST PRIVATE BANK - TALENT MANAGEMENT AND DIVERSITY

Winner
Standard Chartered Private Bank

UK PRIVATE BANK
PRIVATE BANK - BEST CREDIT PROVIDER – SPECIAL AWARD

Winner
Brown Shipley

UK PRIVATE BANK
PRIVATE BANK CUSTOMER FACING DIGITAL CAPABILITIES (BANKING)

Winner
Citigold Wealth Management

EUROPEAN PRIVATE BANK
OVERALL EUROPEAN PRIVATE BANK

Winner
BNP Paribas Wealth Management

EUROPEAN PRIVATE BANK
DOMESTIC CLIENTS TEAM

Winner
Nykredit Private Banking

EUROPEAN PRIVATE BANK
INTERNATIONAL CLIENTS TEAM

Winner
Banque SYZ

EUROPEAN PRIVATE BANK
UHNW TEAM

Winner
Deutsche Bank Wealth Management – Highly Commended
JP Morgan Private Bank - Winner

EUROPEAN PRIVATE BANK
BEST PRIVATE BANK - CLIENT SERVICE

Winner
REYL & Cie

EUROPEAN PRIVATE BANK
BEST PRIVATE BANK - INVESTMENT MANAGEMENT PLATFORM

Winner
Lombard Odier

EUROPEAN PRIVATE BANK
BEST PRIVATE BANK - TALENT MANAGEMENT

Winner
Julius Baer International

EUROPEAN PRIVATE BANK
PRIVATE BANK - BEST CREDIT PROVIDER

Winner
Societe Generale Private Banking

INVESTMENT MANAGEMENT CATEGORIES

SPECIALIST WEALTH MANAGER

Winner
Bordier UK

SPECIALIST INVESTMENT MANAGER

Winner
Julius Baer International

PRIVATE INVESTMENT OFFICE

Winner
Capital Generation Partners

MULTI-FAMILY OFFICE

Winner
Stonehage Fleming

FUND MANAGER

Winner
Heartwood Investment Management

INVESTMENT PRODUCT PROVIDER

Winner
ACPI Investments

ALTERNATIVE INVESTMENT MANAGER

Winner
Gresham House

EXTERNAL ASSET MANAGEMENT PLATFORM AND OFFERING

Winner
Julius Baer International

PLATFORM PROVIDER

Winner
InvestCloud

ETF PROVIDER

Winner
WisdomTree Europe

MARKETING/PR CATEGORIES

BEST MARKETING OR PR CAMPAIGN

Winner
Lombard Odier

PRIVATE CLIENT CATEGORIES

PRIVATE CLIENT LAW FIRM

Winner
Stephenson Harwood

OFFSHORE LAW FIRM

Winner
Ogier

PRIVATE CLIENT LAWYER

Winner
Taylor Wessing – Nick Warr

FAMILY LAW LEGAL TEAM

Winner
Manders Law

PENSIONS ADVISOR OF THE YEAR

Winner
Sanlam


INDEPENDENT TRUST OR FIDUCIARY COMPANY

Winner
Crestbridge

INSTITUTIONAL TRUST OR FIDUCIARY COMPANY

Winner
Northern Trust

ESTATE PLANNING

Winner
ABN AMRO Private Banking

MANAGEMENT CONSULTANCY

Winner
EY

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (TECH VENDORS ONLY)

FRONT OFFICE SOLUTION

Winner
Evooq

TRANSACTION PROCESSING SOLUTION

Winner
Avaloq

PORTFOLIO MANAGEMENT

Winner
swissQuant Group – Joint Winner
TINDECO – Joint Winner

CLIENT COMMUNICATIONS

Winner
Expersoft Systems

CLIENT REPORTING

Winner
Masttro

COMPLIANCE

Winner
CUBE

CRM SYSTEM

Winner
Wealth Dynamix

OUTSOURCING SOLUTION

Winner
Multrees

DATA PROVIDER

Winner
Edgelab

CLIENT ACCOUNTING

Winner
FundCount

RISK PROFILING SOLUTION

Winner
BITA Risk – Winner
Oxford Risk – Highly Commended

RISK MANAGEMENT

Winner
swissQuant Group

ONBOARDING

Winner
Appway

INNOVATIVE CLIENT SOLUTION

Winner
Novastone

INNOVATIVE FINTECH SOLUTION

Winner
Tiller Investments

CHANGE MANAGEMENT PROCESS/ BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION

Winner
BITA Risk

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (IN-HOUSE SOLUTIONS ONLY)

INNOVATIVE CLIENT SOLUTION

Winner
Netwealth

CHANGE MANAGEMENT PROCESS/ BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION (IN-HOUSE)

Winner
Heartwood Investment Management

SPECIAL WEALTH MANAGEMENET CATEGORIES

CYBER SECURITY

Winner
Masttro

CORPORATE SOCIAL RESPONSIBILITY/DIVERSITY

Winner
Tribe Impact Capital

INTERNATIONAL FINANCE CENTRE

Winner
Guernsey

GLOBAL CUSTODIAN TO PRIVATE CLIENT BUSINESSES

Winner
BNY Mellon | Pershing

WEALTH PLANNING TEAM

Winner
Societe Generale Private Banking

PHILANTHROPY OFFERING/INITIATIVE OF THE YEAR

Winner
BNP Paribas Wealth Management

MOST PROMISING NEW ENTRANT/OFFERING

Winner
Tribe Impact Capital

MOST INNOVATIVE WEALTH MANAGEMENT MODEL

Winner
CAPITALIUM ADVISORS

LEADERSHIP CATEGORIES

LEADING INDIVIDUAL (BANKER)

Winner
Barclays Private Bank Bank – Theophanis Theophanous

LEADING INDIVIDUAL (ADVISOR)

Winner
Lincoln Private Investment Office – Ross Elder

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (INDIVIDUAL)

Winner
Stephenson Harwood – James Quarmby

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY)

Winner
BNP Paribas Wealth Management – Joint Winner
Tribe Impact Capital – Joint Winner


Photographs