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)

Judging Process

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

Trusted Advisor Panel

Ausaf Abbas

Managing Director

Coombe Advisors

Ausaf Abbas founded Coombe Advisors to provide strategic, business and financial advice to a network of clients and associated businesses, with a focus on family offices, the wealth management industry and growth-oriented companies. Prior to that, Ausaf had a 25-year career at Merrill Lynch and Morgan Stanley, where he held various senior management positions in both investment banking and wealth management. His international experience includes 13 years based in Hong Kong, Singapore and Tokyo, and extensive experience managing wealth businesses across the MENA region. His broad range of interests include acting as senior advisor to a real estate investment banking firm and serving as a director of SEO London and Tara Arts, two charities focused on education and Asian theatre.

Paul Ayres

Partner

BDO

Paul joined BDO in 2000 becoming a partner in 2006 and is now head of BDO’s national private client practice. Paul advises in respect of all private client related tax matters but with a particular specialism in advising clients on their residence and domicile positions. Recognised as one of the most influential individuals in the wealth management industry, Paul is also is a member of the Society of Trust and Estate Practitioners.

Philippe Bongrand

Senior Partner

Roland Berger

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

Rosalyn Breedy

Partner

Wedlake Bell

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

Sebastian Dovey

Founder

The Courageous Ideas Partnership

Sebastian Dovey is an entrepreneur, thought leader and board advisor in the fields of global wealth management, consumer insight, scale-up companies and business management. Mr Dovey was the co-founder in 1998 of Scorpio Partnership, an award-winning global management consultancy and insight data business. This was acquired by Aon PLC in 2014. As of October 2018, Mr Dovey is a non-executive director of Milamber Ventures, a director of Angel Academe Nominee (a venture investment vehicle) and on the advisory boards of Align 17 (an impact investment fund platform), Angel Academe (an early stage investor group) and FiComm (a public relations and digital marketing agency). He is also the Independent Chair of the Global Client Experience and Innovation Committee for a major international bank. In addition he advises two sizeable financial families on their strategic growth for their investment offices. His expertise spans 25 years of developing high-impact commercial strategies for private banks, global banks, asset managers, family offices, technology firms, service providers, aggregators and start-up initiatives. Mr Dovey is the 2018 winner of the Wealth Briefing Thought Leader of the Year award and he is Thought Leader-In-Residence for Fitch Learning worldwide.

Mr. Dovey is a regular commentator on the wealth management industry in the press and at conferences and academies, and has chaired and presented leading industry events in Asia, Europe and the United States. He has been a lecturer at The Swiss Finance Institute (formerly the Swiss Banking School) for its executive MBA programme. He serves as a judge of the London School of Economics Entrepreneur of Year awards and is on the editorial board of WealthBriefing.

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 management sector as operations director for Schroders Private Bank, and head of product development for State Street’s wealth manager services division. In addition, Steve has worked at The Bank of New York where he managed their enterprise level global banking relationships and at Citisoft Consultants where he was head of European business development. Steve brings a unique insight into industry trends and challenges given his senior roles within wealth management, investment operations, outsourcing and consulting.

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.

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

Gillian Austin-King

Senior Programme Manager, CS-MIP Programme

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 in audit with Price Waterhouse before moving into industry post-qualification. She spent several years working for various financial institutions as well as working for a number years as a senior management consultant, before moving to a role as head of change at a small private bank. Gillian is currently heading up the cyber security programme for global payments at HSBC.

Eric Barnett

Director

Kleinwort Hambros

Eric Barnett is an independent non-executive director of EFG Bank UK Limited, having previously been chief executive officer of Kleinwort Hambros, the UK private bank formed from the old SG Hambros and Kleinwort Benson businesses for 11 years 2007-2018. He has over 30 years’ experience in Wealth Management, with a particular focus on commercial and strategy, and has been behind a number of well-known acquisitions in the sector. He is also currently working with a challenger bank in the SME sector.

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 Luxembourg, Sweden and Switzerland. A banker with 20 years experience, Hans-Peter joined BIL from ABN AMRO where he was chief commercial officer Asia & Middle East. Prior to that he was regional head of affluent banking Asia Pacific at ANZ. Hans-Peter started his career at ABN AMRO where he held positions in Amsterdam, London, New York, Hong Kong and Zurich.

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.

Etienne D'Arenberg

Partner

Bank Mirabaud

Etienne d’Arenberg has been a limited partner at Mirabaud since 2011. He joined the group in 1999.

In 2016, he took over the management of the UK market for the group and sits on the board of Mirabaud Europe Ltd, the European bank of the group. He also sits on the board of his own family's family office. From 1995 to 1999, he was a MD at Creditanstalt Investment Bank in Vienna focusing on CEE countries. Prior to that, he was a development analyst in Paris for a subsidiary of Compagnie Générale des Eaux. He sits on or chairs several charity boards, most notably linked to music, in Switzerland, Europe and UK. He holds a MSc (Mgt) from Boston University and graduated from the Hotel Management School of Lausanne.

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 director and head of Americas at the Royal Bank of Canada Wealth Management International in London, and before that head of private wealth management at Kleinwort Benson. A stockbroker by training, Martin has over 30 years’ experience in advising clients and working in partnership with clients’ other professional advisors. He is also a Registered Investment Advisor with the Securities Exchange Commission (SEC) and sits on the expert panel for the Society of Trust and Estate Practitioners (STEP).

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.

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 officer of the French private banking division, and between 2006 and 2008 was chief operating officer for the French private banking DPM activities for the investment partners’ business line.

Prior to that, Michel Milair held various positions as program manager. First, on the definition of e-*banking solutions in the 1990 followed by programmes to reorganise and streamline private banking structures within the asset management and services department.

Tom Slocock

Managing Director

Deutsche Bank Wealth Management

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

Matthew Spencer

Head of Business Development and Marketing

Close Brothers Asset Management

Matthew is a highly effective leader of business development teams with unique experience of managing external and internal growth strategies across brands nationally and internationally. He is managing director, head of business development and marketing at Close Brothers and a member of the management committee. He has extensive experience at executive level developing and implementing strategy whilst personally leading new business growth. Matthew has previously held senior positions at Deutsche Bank, Coutts and Credit Suisse.

Iain Tait

Partner and Head of Private Investment Office

London & Capital

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

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

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.

Technology Panel

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 large global institutions. He has also led a privately owned, Software as a Service (SaaS) business. He first became directly engaged in the platform world when leading the initial greenfield development and launch of Elevate. Currently Paul undertakes a range of advisory and consultancy assignments. His network is extensive and his capacity to sustain an in-depth knowledge of the many active stakeholders in all sectors of the market place ensures he enjoys a varying portfolio of work in and beyond the UK.

Adam Sorrin

Head of Data & Access Management

RBS Private Banking

With more than 20 years experience in the private banking industry, Adam has held positions across back office, front office, risk, change and technol­ogy. Adam’s delivery record includes regulatory-compliant solutions, business process optimisation, wholesale re-platforming activities, as well as a number of years leading CRM enhancement initiatives. Leveraging experience in the modelling, migration and ongoing management of customer data, Adam’s current role sees him lead the delivery of strategic data management projects, ensuring a golden source of clean, current, customer information - driving efficiency, mitigating risk, and providing the foundation for deeper and more mean­ingful customer insights.

William Trout

Head of Wealth Management Research

Celent

William Trout leads Celent’s global wealth management practice. His research focuses on technology strategy and innovation in the securities and banking industries. He has particular expertise on automated advice delivery, the use of digital tools and wealth and asset management platform technology. An authority on the robo advisory business, William has been widely quoted in Bloomberg, CNBC, Financial Times, New York Times, and the Wall Street Journal. Prior to Celent, William was head of product and segment development for affluent and high net worth customers at BBVA Compass. He holds an AB from Harvard College.

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 The Wealth Mosaic.

Stephen has been involved in over 70 different research projects covering a board variety of wealth manager types, service providers to the sector, a wide array of international jurisdictions and a diverse project focus such as market analysis and sizing, competitive intelligence and benchmarking, market entry strategy and client, advisor and intermediary insight. In his current role, Stephen has built a dedicated platform to support wealth managers in their discovery, understanding, engagement and tracking of the changing marketplace of solutions and solution providers.

Categories

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

Sponsors

Venue

Guildhall, City of London

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

Telephone: +44 20 7606 3030

Tickets

 

 

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

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