Overview

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

Judging Process

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 offer, rewarding achievement and showcasing top class performance and innovation.

Key Dates

  • Nominations now closed
  • ANNOUNCEMENT OF WINNERS – 14 October 2020

Judges

Advisors Panel

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.

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 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.

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.

Cara Williams

Senior Partner

Mercer

Cara Williams, senior partner, is global leader family offices. Located in London, Cara develops and drives the strategy for Mercer’s work with financial intermediaries, wealth management firms and family offices globally. She ensures clients’ needs are appropriately met with a wide array of solutions from market insights, manager research, asset allocation to deal sourcing and establishment of investment platforms and solutions. Cara presents regularly on global investment trends in wealth management as well as on Mercer’s When Women Thrive platform for Financial Services.

With over 22 years of experience in the pensions and investment industry, Cara began at Mercer’s investment consulting business as Global COO in April 2005. Cara began her career in finance as a financial advisor with Merrill Lynch in New York. Prior to working in the investment industry, she was responsible for budgets and logistics for US Army and NATO MWR deployments. Cara is also an active mentor for external programs supporting and promoting women in their careers.

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.

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

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.

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.

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.

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

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.

Matthew Drummond-Smith

Associate Director and Head of Operations

Bordier UK

After graduating from the University of Bristol in 2004 with an honours degree in Classics, Matthew joined Bordier UK within the operations team. Matthew is an associate Director of Bordier UK and head of Operations, where he has overall responsibility for the company’s operations, including dealing and CASS. Matthew is a Chartered Member of the CISI and holds both the Investment Operations Certificate (IOC) and Investment Management Certificate (IMC).

Sean Kiernan

CEO and Founder

Greengage

Sean has extensive experience in financial services, having worked in various roles in executive management.  Most recently, Sean was the COO of the London office of the first bank in the world to offer crypto products to clients. His insights from traditional finance, combined with banking and regulatory expertise in the digital asset space, are instrumental in setting up the first regulated digital merchant bank in the UK – Greengage.

Sharmil Patwa

Founder

Opus Una

Sharmil is the founder of Opus Una a consultancy started in 2011 to help participants in the wealth management ecosystem build better products and services and to manage business change more effectively. Prior to this, he held senior business transformation and risk roles at Barclays Wealth and Deutsche Bank. He started his career at Accenture focusing on strategy and business architecture.

Sharmil is highly active in the fintech space and is particularly passionate about supporting early stage companies. He is a mentor/advisor to a number of high potential start-up and early stage firms; a strategic adviser to The Wealth Mosaic, the Global Digital Marketplace for the Wealth Management Sector and on the judging panel of the Financial Times, PWM Wealth Tech Awards.

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.

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.

Mike Toole

Chief Operating Officer

Artorius Wealth

Mike is group chief operating officer and one of the founders of Artorius, a wealth manager that has shown strong growth since its inception in 2014. Operating from the UK and Switzerland and covering Europe and the Middle East, Mike has been the architect behind a model that delivers a multi-jurisdictional client-centric wealth-planning proposition underpinned by a strong governance infrastructure. Mike was previously a partner at accountancy firms RSM and Baker Tilly, where he was group operations director for the financial management and investment businesses. Prior to this he years’ experience in financial services and banking with KPMG, Santander and UK mutual societies. He also helped found a Saudi family office and managed a substantial private equity portfolio.

William Trout

Head of Wealth Management

Celent, a division of Oliver Wyman

William Trout is a thought leader on North American technology strategy and innovation in the wealth and asset management industries. He has particular expertise on platform automation; portfolio management and optimization tools; data capture, storage and analytics; and robotic process automation and AI. Within the wealth management arena, his interests include financial planning, investment advisory, retail brokerage, and trust. An authority on digital advice delivery, William has been widely quoted in publications such as Bloomberg, CNBC, Financial Times, New York Times, and The Wall Street Journal. He is also a frequent speaker at industry conferences and client gatherings. Currently, William is director of wealth management at Javelin Strategy & Research. Prior to Javelin, William led the wealth management practice at Celent, the research and advisory arm of Oliver Wyman. Previously, he was head of product and segment development for affluent and high net worth customers within BBVA USA, as well as a member of the BBVA Group’s global Private Banking management team. William holds an AB from Harvard College.

Categories

Entries for this year’s awards are now closed, but the 2021 European Awards programme has been launched.

 

Finalists

United Kingdom Private Banking Categories

OVERALL UK PRIVATE BANK
FINALISTS

Barclays Private Bank
Brown Shipley, a Quintet Private Bank
Coutts
EFG Private Bank
HSBC Private Banking
Kleinwort Hambros
Lombard Odier

DOMESTIC CLIENTS TEAM

FINALISTS
Barclays Private Bank
EFG Private Bank
Kleinwort Hambros

INTERNATIONAL CLIENTS TEAM

FINALISTS
Barclays Private Bank
Brown Shipley, a Quintet Private Bank
EFG Private Bank
HSBC Private Banking

HNW TEAM

FINALISTS
Coutts
EFG Private Bank
HSBC Private Banking

UHNW TEAM

FINALISTS
Coutts
EFG Private Bank
HSBC Private Banking
Kleinwort Hambros
Lombard Odier

CHARITY TEAM

FINALISTS
Barclays Private Bank
HSBC Private Banking

BEST PRIVATE BANK – CLIENT SERVICE

Winner to be announced at awards dinner.

BEST PRIVATE BANK – INVESTMENT MANAGEMENT PLATFORM

FINALISTS
Lombard Odier
Multrees Investor Services

BEST PRIVATE BANK – TALENT MANAGEMENT AND DIVERSITY

Winner to be announced at awards dinner.

PRIVATE BANK – BEST CREDIT PROVIDER

FINALISTS
Brown Shipley, a Quintet Private Bank
EFG Private Bank

PRIVATE BANK CUSTOMER FACING DIGITAL (INVESTMENTS)

Winner to be announced at awards dinner.

European Private Banking Categories

OVERALL EUROPEAN PRIVATE BANK

FINALISTS
ABN AMRO Private Banking
Banque Paris Bertrand
BNP Paribas Wealth Management
Julius Baer
Lombard Odier
REYL & Cie
Schroder & Co Bank
Societe Generate Private Banking

DOMESTIC CLIENTS TEAM

FINALISTS
ABN AMRO Private Banking
Bank Paris Bertrand
BNP Paribas Wealth Management
Nykredit Private Banking

INTERNATIONAL CLIENTS TEAM

FINALISTS
Schroder & Co Bank
Banque SYZ

HNW TEAM

FINALISTS
BNP Paribas Wealth Management
REYL & Cie

UHNW TEAM

FINALISTS
Banque Paris Bertrand
BNP Paribas Wealth Management
REYL & Cie
Societe Generale Private Banking

BEST PRIVATE BANK – CLIENT SERVICE

FINALISTS
Banque Paris Bertrand
Lombard Odier
Nykredit Private Banking
REYL & Cie
Schroder & Co Bank
Societe Generale Private Banking
Banque SYZ

BEST PRIVATE BANK – INVESTMENT MANAGEMENT PLATFORM

FINALISTS
BNP Paribas Wealth Management
Lombard Odier

BEST PRIVATE BANK – TALENT MANAGEMENT

Winner to be announced at awards dinner.

PRIVATE BANK – BEST CREDIT PROVIDER

FINALISTS
BNP Paribas Wealth Management
Societe Generale Private Banking

PRIVATE BANK CUSTOMER FACING DIGITAL CAPABILITIES (BANKING)

FINALISTS
ABN AMRO Private Banking
Societe Generale Private Banking 

BEST WEALTH MANAGEMENT BUSINESS SERVICING CENTRAL OR EASTERN EUROPE REGION

FINALISTS
BNP Paribas Wealth Management Polska
UBP

BEST WEALTH MANAGEMENT BUSINESS SERVICING THE PRINCIPALITY OF MONACO

Winner to be announced at awards dinner.

Investment Management Categories

SPECIALIST WEALTH MANAGER

FINALISTS

Bordier UK
Capitalium Advisors
Julius Baer
London & Capital
Banque SYZ

SPECIALIST INVESTMENT MANAGER

FINALISTS
Capitalium Advisors
Greystone
Impax Asset Management
Julius Baer
Skenderbeg Investment Management
Tribe Impact Capital 

PRIVATE INVESTMENT OFFICE

FINALISTS
CapGen Partners
Lincoln Private Investment Office
Sanlam
Wren Investment Office

MULTI FAMILY OFFICE

FINALISTS
Artorius
Capitalium Advisors
Crestbridge
JTC
Stonehage Fleming
VTB Bank 

FUND MANAGER

FINALISTS
Banque Paris Bertrand
Block Asset Management
Greystone
Sanlam
Skenderbeg Investment Management

INVESTMENT PRODUCT PROVIDER

Winner to be announced at awards dinner.

ALTERNATIVE INVESTMENT MANAGER

FINALISTS
Avignon Capital
BNP Paribas Wealth Management
Gresham House
Skenderbeg Investment Management
SYZ Group

EXTERNAL ASSET MANAGEMENT PLATFORM AND OFFERING

FINALISTS
Dolfin
Evooq
Julius Baer

PLATFORM PROVIDER

FINALISTS
Dolfin
Evooq
Overstone

ETF PROVIDER

Winner to be announced at awards dinner.

Marketing/PR Categories
BEST MARKETING or PR CAMPAIGN

FINALISTS

Barclays Private Bank – Evolution of Evolution
Barclays Private Bank – Smarter Giving Campaign
Dolfin
Lombard Odier
Sanlam

Private Client Categories
PRIVATE CLIENT LAW FIRM

NOMINEES
Druces
Stephenson Harwood

OFFSHORE LAW FIRM

FINALISTS
Carey Olsen
Ogier

PRIVATE CLIENT LAWYER

FINALISTS
Druces – Robert Macro
Stephenson Harwood – Emily Osborne

INDEPENDENT TRUST OR FIDUCIARY COMPANY

FINALISTS
Accuro
Crestbridge
Highvern Trustees
Intertrust
IQ-EQ
JTC
Oak Group 

INSTITUTIONAL TRUST OR FIDUCIARY COMPANY

FINALISTS
Kleinwort Hambros
RBC Wealth Management

MANAGEMENT CONSULTANCY

FINALISTS
Alpha Financial Markets Consulting
EY
Sionic

Wealth Management Technology Categories (Tech vendors only)

FRONT OFFICE

FINALISTS
AM-One
Avaloq
Evooq
Expersoft Systems
Finantix
Profile Software
SS&C Advent
swissQuant Group 

TRANSACTION PROCESSING SOLUTION

FINALISTS
AM-One
Avaloq
ERI Banking Software
Expersoft Systems

PORTFOLIO MANAGEMENT

FINALISTS
AM-One
BITA Risk
ERI Banking Software
Evooq
Expersoft Systems
SS&C Advent
swissQuant Group
Tindeco Financial Services 

CLIENT COMMUNICATIONS

NOMINEES
AM-One
Dorsum
Expersoft Systems
FundCount
SS&C Vision FI

CLIENT REPORTING

FINALISTS
AM-One
Dorsum
Expersoft Systems
FundCount
Prometeia
SimCorp Coric
SS&C Advent
TechRules

COMPLIANCE

FINALISTS
AM-One
ERI Banking Software
Expersoft Systems
Fenergo
KlarityRisk
Know Your Customer
Prometeia

CRM SYSTEM

FINALISTS
AM-One
Expersoft Systems
Tindeco Financial Services  

OUTSOURCING SOLUTION

FINALISTS
AM-One
Avaloq
Expersoft Systems
GPP Group
Multrees Investor Services
Overstone
BNY Mellon | Pershing
SEI Wealth Platform

DATA PROVIDER

FINALISTS
FactSet
FE fundinfo
Morningstar UK
Preqin

CLIENT ACCOUNTING

Winner to be announced at awards dinner.

RISK PROFILING SOLUTION

FINALISTS
AM-One
BITA Risk
Expersoft Systems
Oxford Risk
Prometeia
SS&C Advent

RISK MANAGEMENT

FINALISTS
AAAccell and Edmond de Rothschild REIM
Edgelab
KlarityRisk
Profile Software
Prometeia
swissQuant Group
TechRules
Tindeco Financial Services  

ONBOARDING

FINALISTS
Appway
Contemi Solutions
Expersoft Systems
Fenergo
FINANTIX
Know Your Customer
Profile Software
SS&C Advent

INNOVATIVE CLIENT SOLUTION

FINALISTS
3rd-eyes analytics
AAAccell and Edmond de Rothschild REIM
BITA Risk
Dorsum
Evooq
KlarityRisk

CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION

Winner to be announced at awards dinner.

INNOVATIVE FINTECH SOLUTION

FINALISTS
AAAccell
Dorsum
Evooq
Overstone
swissQuant Group
TechRules
Tickr
Tindeco Financial Services 

Wealth Management Technology Categories (In-house solutions only)

INNOVATIVE CLIENT SOLUTION

FINALISTS
BNP Paribas Wealth Management
Capitalium Advisors
Dolfin
JTC Private Office
Ogier

CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION

Winner to be announced at awards dinner.

Special Wealth Management Categories

CORPORATE SOCIAL RESPONSIBILITY/DIVERSITY

FINALISTS
ABN AMRO Private Banking
Coutts
Tribe Capital

BEST WEALTH MANAGEMENT EXECUTIVE SEARCH FIRM (EUROPE)

Winner to be announced at awards dinner.

INTERNATIONAL FINANCE CENTRE

FINALISTS
Bahamas Financial Services Board
Guernsey
Jersey Finance

GLOBAL CUSTODIAN TO PRIVATE CLIENT BUSINESSES
Awarded to: Custodians offering services to private client business.

FINALISTS
Dolfin
Multrees Investor Services
BNY Mellon | Pershing

WEALTH PLANNING TEAM

FINALISTS
Brown Shipley, a Quintet Private Bank
Close Brothers Asset Management
HSBC Private Banking
Julius Baer
Kleinwort Hambros
Lombard Odier
Societe Generale Private Banking
UBP 

PHILANTHROPY OFFERING/ INITIATIVE OF THE YEAR

FINALISTS
ABN AMRO Private Banking
Barclays Private Bank
BNP Paribas Wealth Management

MOST PROMISING NEW ENTRANT

FINALISTS
Overstone
Tickr

MOST INNOVATIVE WEALTH MANAGEMENT MODEL

FINALISTS

Aon
Cadell+Co
Evooq
Overstone
Tribe Impact Capital

MOST PROMISING MERGER

Winner to be announced at awards dinner.

BEST M&A ADVISOR

Winner to be announced at awards dinner.

EXCELLENCE IN SERVICING NORTH AMERICAN CLIENTS (SUPPORTED BY FAMILY WEALTH REPORT)

FINALISTS
Coutts
UBP Investment Advisors
Leadership Categories

LEADING INDIVIDUAL (BANKER)

Winner to be announced at awards dinner.

LEADING INDIVIDUAL (ADVISOR)

FINALISTS
Dolfin – Simon Black
Oak Group – Tanya O’Carroll
Oak Group – Nicola Gott
Oak Group – Paul Schreibke
Ogier – James Campbell
Ogier – Rachel Reynolds
RFR – Richard Rogerson
Somers Partnership – Mark Somers

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (INDIVIDUAL)

FINALISTS
Lombard Odier – Stephane Monier
Somers Partnership – Mark Somers

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY)

FINALISTS

Aon
CapGen Partners
Earth Capital
EQ Investors
EY
Morningstar UK
Somers Partnership

 

About our Sponsors

Featured Sponsors

Headline Sponsor

Sponsors

For sponsorship opportunities, please contact Philip.Harris@clearviewpublishing.com

Venue

DeVere Connaught Rooms

Address: 61-65 Great Queen St, Holborn, London, WC2B 5DA

Winners Interviews

Winners

BEST FRONT OFFICE SOLUTION 

SS&C Advent

 

BEST TRANSACTION PROCESSING SOLUTION – BANKS

Avaloq 

 

BEST TRANSACTION PROCESSING SOLUTION- INDEPENDENT ASSET MANAGERS

Expersoft Systems

 

BEST PORTFOLIO MANAGEMENT

swissQuant Group 

 

BEST CLIENT COMMUNICATIONS

Dorsum

 

BEST CLIENT REPORTING

SimCorp Coric

 

BEST COMPLIANCE

Fenergo

 

BEST CRM System

AM-One

 

BEST OUTSOURCING SOLUTION

Multrees Investor Services

 

BEST DATA PROVIDER

Preqin

 

BEST IN CLIENT ACCOUNTING

FundCount 

 

BEST RISK PROFILING SOLUTION

Oxford Risk

 

BEST IN RISK MANAGEMENT

Edgelab

 

BEST IN ON-BOARDING

Fenergo

 

MOST INNOVATIVE CLIENT SOLUTION (VENDORS)

BITA Risk

 

BEST CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION 

Appway

 

BEST INNOVATIVE FINTECH SOLUTION

Overstone

 

MOST INNOVATIVE CLIENT SOLUTION (In-house)

BNP Paribas Wealth Management

 

BEST CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION (In-house) 

Julius Baer

 

BEST IN CORPORATE SOCIAL RESPONSIBILITY/ DIVERSITY

Tribe Capital – Winner

Coutts & Co – Highly Commended

 

BEST WEALTH MANAGEMENT EXECUTIVE SEARCH FIRM 

Stephenson Executive Search 

 

BEST INTERNATIONAL FINANCE CENTRE

Jersey Finance

 

BEST GLOBAL CUSTODIAN TO PRIVATE CLIENT BUSINESSES

BNY Mellon | Pershing – Winner

Multrees Investor Services – Highly Commended

 

BEST WEALTH PLANNING TEAM 

Close Brothers Asset Management

 

BEST PHILANTHROPY OFFERING/ INITIATIVE 

ABN AMRO Private Banking 

 

MOST PROMISING NEW ENTRANT

Tickr

 

MOST INNOVATIVE WEALTH MANAGEMENT MODEL

Tribe Impact Capital

 

MOST PROMISING MERGER

Dolfin 

 

BEST M&A ADVISOR

PwC 

 

EXCELLENCE IN SERVICING NORTH AMERICAN CLIENTS (SUPPORTED BY FAMILY WEALTH REPORT)  

Coutts & Co

 

BEST MARKETING or PR CAMPAIGN

Barclays Private Bank (Smarter Giving Campaign)

 

BEST PRIVATE CLIENT LAW FIRM 

Stephenson Harwood

 

BEST OFFSHORE LAW FIRM 

Carey Olsen

 

INTERNATIONAL LEGAL & FIDUCIARY TEAM 

Druces

 

BEST PRIVATE CLIENT LAWYER 

Emily Osborne, Stephenson Harwood

 

BEST INDEPENDENT TRUST or FIDUCIARY COMPANY 

IQ-EQ – Winner

Accuro – Highly Commended

 

BEST INSTITUTIONAL TRUST OR FIDUCIARY COMPANY 

RBC Wealth Management

 

BEST ESTATE PLANNING TEAM

ABN AMRO Private Banking 

 

BEST MANAGEMENT CONSULTANCY

Sionic

 

BEST SPECIALIST WEALTH MANAGER

Bordier UK

 

BEST SPECIALIST INVESTMENT MANAGER

Impax Asset Management

 

BEST PRIVATE INVESTMENT OFFICE

CapGen Partners

 

BEST MULTI-FAMILY OFFICE

Stonehage Fleming

 

BEST FUND MANAGER

Sanlam

 

BEST INVESTMENT PRODUCT PROVIDER

Block Asset Management 

 

BEST ALTERNATIVE INVESTMENT MANAGER

Gresham House

 

BEST EXTERNAL ASSET MANAGER PLATFORM AND OFFERING 

Julius Baer

 

BEST PLATFORM PROVIDER

Evooq 

 

BEST WEALTH MANAGEMENT BUSINESS SERVICING THE PRINCIPALITY OF MONACO

BNP Paribas Wealth Management

 

BEST ETF PROVIDER

DWS XTrackers

 

BEST WEALTH MANAGEMENT BUSINESS SERVICING THE CENTRAL OR EASTERN EUROPE REGION

UBP

 

BEST EUROPEAN PRIVATE BANK CUSTOMER FACING DIGITAL CAPABILITIES  

ABN AMRO Private Banking

 

BEST EUROPEAN PRIVATE BANK CREDIT PROVIDER

Societe Generale Private Banking

 

BEST EUROPEAN PRIVATE BANK – TALENT MANAGER

Nykredit Private Banking 

 

BEST EUROPEAN PRIVATE BANK – INVESTMENT MANAGEMENT PLATFORM

Lombard Odier

 

BEST EUROPEAN PRIVATE BANK – CLIENT SERVICE 

Nykredit Private Banking – Winner

Lombard Odier – Highly Commended

 

BEST HNW TEAM – EUROPE

BNP Paribas Wealth Management

 

BEST UHNW TEAM – EUROPE

Societe Generale Private Banking

 

BEST INTERNATIONAL CLIENTS TEAM – EUROPE

Schroder & Co Bank

 

BEST DOMESTIC EUROPEAN CLIENTS TEAM 

BNP Paribas Wealth Management

 

BEST OVERALL EUROPEAN PRIVATE BANK 

ABN AMRO Private Banking

 

BEST PRIVATE BANK CUSTOMER FACING DIGITAL (INVESTMENTS) – UK

EFG Private Bank

 

BEST PRIVATE BANK –  CREDIT PROVIDER – UK

Brown Shipley 

 

BEST PRIVATE BANK – TALENT MANAGEMENT and DIVERSITY – UK

Barclays Private Bank

 

BEST PRIVATE BANK – INVESTMENT MANAGEMENT PLATFORM – UK

Multrees Investor Services

 

BEST PRIVATE BANK – CLIENT SERVICE – UK

Lombard Odier

 

BEST UK CHARITY TEAM 

Barclays Private Bank

 

BEST HNW TEAM – UK

Coutts & Co

 

BEST UHNW TEAM – UK

HSBC Private Banking

 

BEST UK -BASED INTERNATIONAL CLIENTS TEAM 

HSBC Private Banking

 

BEST DOMESTIC CLIENTS TEAM 

Barclays Private Bank

 

BEST OVERALL UK PRIVATE BANK

Coutts & Co

 

OUTSTANDING CONTRIBUTION to WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY)

EY

 

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (INDIVIDUAL) 

Stephane Monier – Lombard Odier

 

LEADING INDIVIDUAL (ADVISOR)

Rachel Reynolds – Ogier,

 

LEADING INDIVIDUAL (BANKER) 

David Treen – Barclays Private Bank

 

Pre-Awards Supplement


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