Overview
WealthBriefing has announced it is increasing its offering for the private client industry, with the launch of the inaugural WealthBriefing GCC Region Awards.
The awards will be focused around three main category groupings: experts (individuals and teams); products and services for wealth managers and clients, and institutions of all sizes and types.
These awards will build on the success of our established worldwide awards programme, our events business and WealthBriefing’s unique position in the global wealth management market, by focusing on the Gulf Cooperation Council region.
Independence, integrity and genuine insight will be the watchwords of the judging process. This will involve specially convened expert panels drawn from both private banks and trusted advisors and supported by relevant expert third-party organisations.
Uniquely, partner organisations will be included to express the views of clients so that the WealthBriefing GCC Region Awards will truly reflect excellence in wealth management from the grass roots up.
BACKGROUND
The WealthBriefing GCC Region Awards will be supported primarily by our global network of daily newswires for the wealth and private asset management communities; WealthBriefing and WealthBriefingAsia.
Other supporting publications will be Offshore Red, Family Wealth Report, Executive Compensation Briefing and WealthCareers.
TIMING
The selection and judging process for the 2014 awards will begin in the autumn of 2013. Nominations will open in October 2013 and close on16th June 2014. All firms will be notified whether they have made the shortlist by 31st July 2014.
MEDIA EXPOSURE
Entrants who are shortlisted will be announced on all WealthBriefingmedia, as will the eventual winners.
Additionally, an extensive PR campaign will highlight all the winners and shortlisted entrants to relevant media.
AWARD CEREMONY FORMAT
The culmination of the process will be a black tie dinner on 19th November 2014 at the Madinat Jumeirah, Dubai during which the winners of the shortlisted entrants will be announced.
This networking event will be conducted in a slick and snappy style. The formalities will not be dragged out unnecessarily as is so often the case at industry awards.
Self-congratulatory pomposity will be strictly off-limits.
PARTNERS
External organisations will be brought into the judging process to further objectivity and to ensure that the views of the industry as a whole, along with ultimate client base, are represented.
These will include specialists in branding, marketing, IT, philanthropy and investment management.
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.
Categories
Please click on the category/categories you are interested in entering. Once you have filled in the pop-up application form, a questionnaire giving the detailed questions you need to answer, to complete your nomination, will automatically be sent to you by email.
PRIVATE BANK CATEGORIES
UNITED ARAB EMIRATES PRIVATE BANK Criteria for entry: Local or international private bank with operations in the United Arab Emirates. BAHRAIN PRIVATE BANK Criteria for entry: Local or international private bank with operations in Bahrain. KUWAIT PRIVATE BANK Criteria for entry: Local or international private bank with operations in Kuwait. OMAN PRIVATE BANK Criteria for entry: Local or international private bank with operations in the Oman. QATAR PRIVATE BANK Criteria for entry: Local or international private bank with operations in Qatar. KINGDOM OF SAUDI ARABIA PRIVATE BANK Criteria for entry: Local or international private bank with operations in KSA.
INVESTMENT MANAGEMENT CATEGORIES
INDEPENDENT WEALTH MANAGER Criteria for entry: This award seeks to recognise independent wealth managers operating in the GCC Region which have a demonstrably client-focused model and which are innovators in the space. Entrants will be assessed on a broad range of criteria, including: how they segment clients to better service them; how they communicate with clients generally and in time of market stress; how they assess clients' risk-profiles and match them to appropriate investments; how they help with clients' wider life goals, such as leaving a legacy; and how client dissatisfaction is dealt with. FUND MANAGER Criteria for entry: Providers of collective investments for the HNW community.
MARKETING CATEGORIES
TV CAMPAIGN Criteria for entry: Wealth managers or other private client practitioners who have used TV or video to promote their services to private clients or to raise their profile either within the industry or to clients. ONLINE CAMPAIGN Criteria for entry: Wealth managers or other private client practitioners who have used online channels to promote their services to private clients or to raise their profile either within the industry or to clients. PRINT CAMPAIGN Criteria for entry: Wealth managers or other private client practitioners who have used print media to promote their services to private clients or to raise their profile either within the industry or to clients. BRAND LAUNCH/RELAUNCH Criteria for entry: Most effective and innovative brand launch or relaunch in the private client world, either a whole business unit or a product/service within an existing business.
PRIVATE CLIENT CATEGORIES
EFFECTIVE LEGAL TEAM Criteria for entry: Law firm team or barrister dedicated to private client issues. EFFECTIVE TAX/ACCOUNTANCY TEAM Criteria for entry: Team in accountancy firm/consultancy specialising in reporting, transacting or wealth structuring for private clients. INSTITUTIONAL TRUST OR FIDUCIARY COMPANY Criteria for entry: Entries only eligible from trust companies that are part of a non-trust parent. INDEPENDENT TRUST OR FIDUCIARY COMPANY Criteria for entry: Entries are only eligible from trust companies independent of larger non-trust businesses.
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES
FRONT OFFICE SOLUTION Criteria for entry: CRM, client reporting, client risk profiling, portfolio management. TRANSACTION PROCESSING SOLUTION Criteria for entry: Straight through processing, core banking. CHANGE MANAGEMENT PROCESS Criteria for entry: Banks, wealth managers or system integrators who have successfully implemented multi-functional change programmes to significantly improve client experience and performance. PORTFOLIO MANAGEMENT Criteria for entry: Technology solution providers specialising in tools for managing clients' investment portfolios. CLIENT COMMUNICATIONS & REPORTING Criteria for entry: Technology solution providers specialising in tools for wealth managers to communicate with clients. RISK PROFILING SOLUTION Criteria for entry: A technology solution to help wealth managers assess and document the risk appetite of clients. RISK MANAGEMENT Criteria for entry: Technology solution providers specialising in tools for wealth managers to manage risk. CRM SYSTEM Criteria for entry: Client relationship management systems for wealth managers. ONBOARDING Criteria for entry: Technology solutions to help wealth managers bring new clients into their organisation. DATA PROVIDER Criteria for entry: Business providing financial data to private banks and other wealth managers. OUTSOURCING SOLUTION Criteria for entry: Third-party organisations providing business processes or systems to wealth management businesses. GLOBAL CUSTODIAN Criteria for entry: Custodians offering services to private client business.
OTHER WEALTH MANAGEMENT CATEGORIES
SINGLE FAMILY OFFICE Criteria for entry: Organisations servicing the investment, governance and reporting needs of only one family. MULTI-FAMILY OFFICE Criteria for entry: Multi-Family Office business based the in GCC region. Can be an international or local player. ISLAMIC FINANCE OFFERING Criteria for entry: Team from within a wealth management or stand-alone business that offers Islamic Finance to clients. Can be a local or international player. PHILANTHROPY OFFERING Criteria for entry: Offerings from private banks or wealth managers which promote and encourage philanthropic activity amongst clients. FX SOLUTION PROVIDER Criteria for entry: Local provider of foreign exchange services to wealth management organisations or clients. ETF PROVIDER Criteria for entry: Fund/asset manager that makes exchange-traded products available for local wealth management clients. LEADING INDIVIDUAL Criteria for entry: Age and experience is no bar but something special should mark out this individual working in the private client world. RISING STAR Criteria for entry: A private banker or wealth manager under the age of 35 who is not yet in a senior management position but shows the potential to be a leading individual. WOMEN IN WEALTH MANAGEMENT Criteria for entry: Open to women in private banking or wealth management who are an inspiration both to female clients and colleagues. LIFETIME ACHIEVEMENT AWARD Criteria for entry: For individuals who have enhanced the standing of the local wealth management industry. OUSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP Criteria for entry: Open to individuals or businesses that demonstrate an outstanding contribution to thought leadership in wealth management, as demonstrated by contributions to periodicals and events specialising in wealth management.Tickets
This event has already taken place.
Finalists
PRIVATE BANK CATEGORIES
UNITED ARAB EMIRATES PRIVATE BANK (REGIONAL)- Abu Dhabi Islamic Bank
- Emirates NBD Private Banking
- National Bank of Abu Dhabi
- Lombard Odier
- Union Bancaire Privee
- ABN AMRO Private Banking
- Barclays
- Coutts
- Nedbank Private Wealth
- Standard Chartered Private Bank
INVESTMENT MANAGEMENT CATEGORIES
FUND MANAGER- Milltrust International
- National Bank of Abu Dhabi
- Russell Investments
- Union Bancaire Privee
MARKETING CATEGORIES
ONLINE CAMPAIGN- ABN AMRO Private Banking
- Union Bancaire Privee
- Barclays
- Mashreq Private Banking
- Mashreq Private Banking
- Templars
PRIVATE CLIENT CATEGORIES
EFFECTIVE LEGAL TEAM- M / Advocates of Law
- Wragge Lawrence Graham
- Asiaciti Trust
- Opus Private
- Sanne
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES
FRONT OFFICE SOLUTION- Advent Software
- Charles River Development
- Finantix
- Advent Software
- Charles River Development
- ERI Bancaire
- ABN AMRO Private Banking
- Advent Software
OTHER WEALTH MANAGEMENT CATEGORIES
RISING STAR- Carol Mushriqui, PwC
- Alistair Glover, Wragge Lawrence Graham
- Leonie Kerswill, PwC
- Catherine Tillotson, Scorpio Partnership
- Kitty Parry, Templars
- To be announced...
- To be announced...
About our Sponsors
Sponsors
ProFundCom helps financial institutions raise and preserve AuM using digital marketing analytics. ProFundCom has been built using expertise and best practice from within the financial services industry. Our marketing analytics focus solely on the asset/investment management space and offer an integrated solution across all digital properties. We understand email/web traffic patterns of investment management clients and how you can leverage these behaviours.
smartKYC’s AI software is used by banks to automate customer due diligence whether for remediation, onboarding, refresh or continuous monitoring; our technology drives faster, better, and more cost- effective KYC at every stage of the relationship – liberating human effort to focus on decision-making rather than laborious screening and research. smartKYC integrates all relevant KYC sources - external watchlists, media archives, open web search, private company data, internal blacklists and, like a human, it reads everything and extracts useful intelligence in the form of facts. smartKYC presents facts about risks like adverse media, but also provides insights into information like source of wealth, network risk and even ESG misdemeanours. Sophisticated hit scoring maximises relevance and minimises false positives. All of this is done at speed and at scale and, as such, straight through processing opportunities become obvious. In refresh or continuous monitoring mode, smartKYC watches only for net new risks as they emerge and never repeats what is already known.
Venue
Mina A’Salam Hotel, Dubai
Address: Al Sufouh Rd, Jumeriha 6, Dubai, United Arab Emirates
Telephone: +971 4 366 8888
Winners
PRIVATE BANK CATEGORIES
UNITED ARAB EMIRATES PRIVATE BANK
(REGIONAL)
- Abu Dhabi Islamic Bank: Winner
- Emirates NBD Private Banking
- National Bank of Abu Dhabi
UNITED ARAB EMIRATES PRIVATE BANK
(PURE PLAY)
- Lombard Odier: Winner
- Union Bancaire Privee
UNITED ARAB EMIRATES PRIVATE BANK
(INTERNATIONAL)
- ABN AMRO Private Banking: Winner
- Barclays
- Coutts
- Nedbank Private Wealth
- Standard Chartered Private Bank
INVESTMENT MANAGEMENT CATEGORIES
FUND MANAGER
- Milltrust International
- National Bank of Abu Dhabi: Winner
- Russell Investments
- Union Bancaire Privee
MARKETING CATEGORIES
ONLINE CAMPAIGN
- ABN AMRO Private Banking: Winner
- Union Bancaire Privee
PRINT CAMPAIGN
- Barclays: Winner
- Mashreq Private Banking
BRAND LAUNCH/RELAUNCH
- Mashreq Private Banking: Winner
- Templars
PRIVATE CLIENT CATEGORIES
EFFECTIVE LEGAL TEAM
- M / Advocates of Law
- Wragge Lawrence Graham: Winner
INDEPENDENT TRUST OR FIDUCIARY COMPANY
- Asiaciti Trust
- Opus Private
- Sanne: Winner
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES
FRONT OFFICE SOLUTION
- Advent Software
- Charles River Development
- Finantix: Winner
PORTFOLIO MANAGEMENT
- Advent Software: Winner
- Charles River Development
- ERI Bancaire
CLIENT COMMUNICATIONS & REPORTING
- ABN AMRO Private Banking
- Advent Software: Winner
OTHER WEALTH MANAGEMENT CATEGORIES
RISING STAR
- Carol Mushriqui, PwC: Winner
- Alistair Glover, Wragge Lawrence Graham
WOMEN IN WEALTH MANAGEMENT
- Leonie Kerswill, PwC: Winner
- Catherine Tillotson, Scorpio Partnership
- Kitty Parry, Templars
LEADING INDIVIDUAL
- Patrick Crowley, Lombard Odier
LIFETIME ACHIEVEMENT AWARD
- Muwaffak Bibi, Citi Private Bank
LIFETIME ACHIEVEMENT AWARD
- Sandy Shipton
EDITOR'S AWARDS
QATAR PRIVATE BANK – EDITOR’S AWARD
- Barclays
EFFECTIVE TAX/ACCOUNTANCY TEAM – EDITOR’S AWARD
- PwC
INSTITUTIONAL TRUST OR FIDUCIARY COMPANY – EDITOR’S AWARD
- Northern Trust
TRANSACTION PROCESSING SOLUTION – EDITOR’S AWARD
- ERI Bancaire
RISK MANAGEMENT – EDITOR’S AWARD
- Milltrust International
CRM SYSTEM – EDITOR’S AWARD
- Finantix
ONBOARDING – EDITOR’S AWARD
- Finantix
GLOBAL CUSTODIAN – EDITOR’S AWARD
- Northern Trust
INNOVATIVE CLIENT SOLUTION – EDITOR’S AWARD
- Milltrust International
ISLAMIC FINANCE OFFERING – EDITOR’S AWARD
- Tajweez Advisory
OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP – EDITOR’S AWARD
- Scorpio Partnership
Sponsors