Overview

A warm welcome to the WealthBriefing GCC Region Awards 2018. Nominations are now open and we look forward to seeing old and new faces taking part in this prestigious event.

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

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

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

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

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

We very much hope you take part and look forward to seeing you at the 2018 awards ceremony.

Key Dates

  • Nominations close 9 September(at midnight)
  • Shortlist announcement 20 September
  • Awards dinner 7 November (from 7.00pm)

Judges

Trusted Advisor Panel

Daniel Williams

Managing Partner

Sigma Private Office

Daniel is the Managing Partner of Sigma Private Office, part of the Sigma Group. He has been advising HNW and UHNW individuals since 2006 and is an expert in Investment […]

Deepak Malhotra

Chief Executive Officer

Mayfair Private

Deepak is the chief executive officer of Mayfair Private, Dubai. He specialises in advising ultra-high net worth families who have complex advisory requirements and works closely with clients to develop […]

Izabella Szadkowska

Partner, Corporate Commercial Department

Al Tamimi

Izabella Szadkowska is a partner in Al Tamimi & Company’s corporate structuring department. Prior to joining Al Tamimi, Izabella trained at Linklaters LLP, practiced at Clifford Chance LLP and White […]

Laurence Black

Regional Director, Client Solutions, MENA

Asiaciti Trust Group

Laurence is the Regional Director, Client Solutions, EMEA for Asiaciti Trust in Dubai, United Arab Emirates. He joined Asiaciti Trust in late 2012 and has over 35 years’ experience in […]

Sabila Din

CEO & Founder

Din Consultants

Sabila is CEO and Founder of Din Consultants, HQ in London and is an accomplished global business management, marketing and gender specialist. She works with global private banks, elite family […]

Sofia Mota

Head of Regulatory and Compliance Services

re/think

Sofia leads the regulatory and compliance practice of RethinkME and has extensive experience in the financial services sector and of consulting across Europe, Middle East and Africa. She has a […]

Tim Casben

Partner

Gowling WLG

Tim Casben is managing partner of the firm’s Dubai office and heads the firm’s corporate practice in Middle East, focusing on corporate structuring, finance, mergers and acquisitions, joint ventures and […]

Valérie Mantot

Regional Managing Director - APAC

Apex Group

Valérie is head of CRM –Asia Pacific based in Singapore and has overall responsibility for business development and the services delivery for the Asia and MENA region. Prior to joining […]

Walid S. Chiniara

Partner

Deloitte & Touche, Middle East

Walid is a partner at Deloitte & Touche and heads its private client services practice in the Middle East. He is an international corporate finance lawyer with 35 years’ experience […]

Yann Mrazek

Managing Partner

M/HQ

Yann is the Managing Partner of M/HQ. He chiefly focuses on private wealth and immigration practice. He has vast experience advising successful individuals and entrepreneurial families with Middle Eastern exposure […]


Private Bankers Panel

Alain Baron

Limited Partner - Head of MENA

Mirabaud & Cie SA

Alain Baron is an experienced investment professional, who has worked in the wealth management practice in the MENA Region for over 15 years building long-term investment objectives to maintain and […]

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 […]

Daniel Williams

Managing Partner

Sigma Private Office

Daniel is the Managing Partner of Sigma Private Office, part of the Sigma Group. He has been advising HNW and UHNW individuals since 2006 and is an expert in Investment […]

Fady Eid

Managing Director, Market Leader, GCC & Chairman-General Manager, Lebanon

Credit Suisse

Fady Eid has been market leader Levant for Private Banking Middle East at Credit Suisse since April 2011, serving as chairman Credit Suisse office in Beirut, Lebanon and as general […]

Ludovic Pernot

Head of Private Banking, Middle East

Liectensteinische Landesbank

Prior to joining Liechtensteinische Landesbank as head of private banking ME in 2017, Ludovic was head of MENA at Falcon Bank since 2014. Ludovic launched his career in banking at […]

Mannan Adenwalla

Managing Director

LGT Bank (Middle East)

With more than 31 years’ banking experience in the UAE, Mannan Adenwalla assumed the role of managing director of private banking and asset management group, LGT (Middle East) in 2012. […]

Manoj Kapur

Managing Director

Bank J Safra Sarasin Asset Management (Middle East)

As managing director at Bank J Safra Sarasin (Asset Management) Dubai, Manoj Kapur is responsible for leading a team of private bankers, a role he assumed in March 2010. He […]

Martin Liebi

Deputy CEO, Head of Private Banking

Edmond de Rothschild Group

Martin Liebi has vast senior management experience in the banking and financial sectors with Swiss and international clients in all parts of Switzerland. Prior to his present role he was […]

Oliver Ansingh

CEO

Index & Cie

Oliver Ansingh is the CEO of Index & Cie, a DIFC based wealth management firm endorsed to hold and control client assets, opening client accounts directly with the firm, and […]

Patrick Crowley

Executive Director

Banque Richelieu GCC

Patrick is currently an executive director at Banque Richelieu GCC after joining fromDeutsche Bank Wealth Management Dubai. His previous position was senior vice president at DBS Private Banking Dubai. Patrick […]

Sebastian Graewert

Chief Representative Officer, MENA & Asia

The Mauritius Commercial Bank

Sebastian is a senior banker and has been working in the Middle East since 2006. He started his career with Credit Suisse where for 14 years based in London, Zurich […]

Venkat Mahadevan

Managing Director & Head of Retail Banking

Citi

Venkat Mahadevan is based in Dubai and heads the retail bank for Citi in the Middle East, which focuses on wealth management services for affluent and high net worth clients […]

Finalists

PRIVATE BANKING CATEGORIES OVERALL GCC PRIVATE BANK NOMINEES Arbuthnot Latham BNP Paribas Wealth Management Lombard Odier Nedbank Private Wealth PRIVATE BANKING CATEGORIES UNITED ARAB EMIRATES PRIVATE BANK (LOCAL) NOMINEES BNP Paribas Wealth Management Nedbank Private Wealth UNITED ARAB EMIRATES PRIVATE BANK (INTERNATIONAL) NOMINEES Arbuthnot Latham Liechtensteinische Landesbank Lombard Odier Mirabaud (Middle East) Nedbank Private Wealth BEST PRIVATE BANK (CLIENT SERVICE) NOMINEES Arbuthnot Latham Liechtensteinische Landesbank Nedbank Private Wealth Union Bancaire Privee BEST PRIVATE BANK (INVESTMENT MANAGEMENT PLATFORM) NOMINEES BNP Paribas Wealth Management Liechtensteinische Landesbank Lombard Odier Union Bancaire Privee PRIVATE BANK – TALENT MANAGEMENT AND DIVERSITY A special award will be presented at the awards dinner for this category PRIVATE BANK – BEST CREDIT PROVIDER A special award will be presented at the awards dinner for this category PRIVATE BANK CUSTOMER FACING DIGITAL CAPABILITIES (BANKING) NOMINEES BNP Paribas Wealth Management Liechtensteinische Landesbank INVESTMENT MANAGEMENT CATEGORIES INDEPENDENT WEALTH MANAGER NOMINEES Arbuthnot Latham Index & Cie FUND MANAGER (GLOBAL REACH) A special award will be presented at the awards dinner for this category FUND MANAGER (REGIONAL REACH) NOMINEES First Abu Dhabi Bank Mindful Wealth PRIVATE CLIENT CATEGORIES REGIONAL LEGAL TEAM A special award will be presented at the awards dinner for this category TAX / ACCOUNTANCY TEAM NOMINEES EY Private Client Services Intuit Management Consultancy PwC Re-Think ME INDEPENDENT TRUST OR FIDUCIARY COMPANY NOMINEES Accuro Asiaciti Trust Intertrust M/HQ Sanne ESTATE PLANNING NOMINEES M/HQ PwC MANAGEMENT CONSULTANCY A special award will be presented at the awards dinner for this category WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (TECH VENDORS ONLY) FRONT OFFICE SOLUTION NOMINEES Dorsum Co Globacom Technologies Profile Software SS&C Advent
PORTFOLIO MANAGEMENT NOMINEES Dorsum Co Eagle Investment Systems Finalytix Inc Profile Software SS&C Advent CLIENT COMMUNICATIONS NOMINEES Dorsum Co Finalytix FundCount CLIENT REPORTING NOMINEES Dorsum Co Finalytix FundCount Globacom Technologies OUTSOURCING SOLUTION NOMINEES Eagle Investment Systems SS&C Advent DATA PROVIDER A special award will be presented at the awards dinner for this category CLIENT ACCOUNTING NOMINEES Finalytix FundCount ON-BOARDING NOMINEES Dorsum Co Globacom Technologies Profile Software INNOVATIVE CLIENT SOLUTION NOMINEES Dorsum Co Finalytix Profile Software INNOVATIVE FINTECH SOLUTION NOMINEES Dorsum Co Finalytix Inc Profile Software SharingAlpha SS&C Advent WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (IN-HOUSE SOLUTIONS ONLY) INNOVATIVE CLIENT SOLUTION A special award will be presented at the awards dinner for this category SPECIAL WEALTH MANAGEMENT CATEGORIES INTERNATIONAL FINANCE CENTRE A special award will be presented at the awards dinner for this category PHILANTHROPY OFFERING/INITIATIVE OF THE YEAR A special award will be presented at the awards dinner for this category MOST PROMISING NEW ENTRANT NOMINEES Index & Cie Mayfair Private MOST INNOVATIVE WEALTH MANAGEMENT MODEL A special award will be presented at the awards dinner for this category

About our Sponsors

Sponsors


Venue

Palace Downtown

Address: Sheikh Mohammed bin Rashid Blvd, Dubai, United Arab Emirates

Winners

OVERALL GCC PRIVATE BANK

WINNER
Lombard Odier

UNITED ARAB EMIRATES PRIVATE BANK - LOCAL

WINNER
BNP Paribas Wealth Management

UNITED ARAB EMIRATES PRIVATE BANK - INTERNATIONAL
WINNER
Lombard Odier

BEST PRIVATE BANK - CLIENT SERVICE
WINNER

Arbuthnot Latham

BEST PRIVATE BANK - INVESTMENT MANAGEMENT PLATFORM

WINNER
Union Bancaire Privee

PRIVATE BANK – TALENT MANAGEMENT AND DIVERSITY

WINNER
Liechtensteinische Landesbank

PRIVATE BANK – BEST CREDIT PROVIDER

WINNER
BNP Paribas Wealth Management

PRIVATE BANK - CUSTOMER FACING DIGITAL CAPABILITIES (BANKING)

WINNER
Liechtensteinische Landesbank

INDEPENDENT WEALTH MANAGER

WINNER
Index & Cie

FUND MANAGER (GLOBAL REACH)

WINNER
Mindful Wealth

FUND MANAGER (REGIONAL REACH)

WINNER
First Abu Dhabi Bank

REGIONAL LEGAL TEAM

WINNER
M/HQ

TAX / ACCOUNTANCY TEAM

WINNER
PwC

INDEPENDENT TRUST OR FIDUCIARY COMPANY

WINNER
Asiaciti Trust

ESTATE PLANNING

WINNER
M/HQ

MANAGEMENT CONSULTANCY

WINNER
Intuit Management Consultancy

FRONT OFFICE SOLUTION

JOINT WINNERS
Dorsum Co – Joint Winner
SS&C Advent – Joint Winner

PORTFOLIO MANAGEMENT

WINNER
Eagle Investment Systems

CLIENT COMMUNICATIONS

WINNER
FundCount


CLIENT REPORTING

WINNER
Globacom Technologies

OUTSOURCING SOLUTION

WINNER
Eagle Investment Systems

DATA PROVIDER

WINNER
Thomson Reuters

CLIENT ACCOUNTING

WINNER
Finalytix

RISK PROFILING SOLUTION

WINNER
Globacom Technologies

ON-BOARDING

WINNER
Globacom Technologies

INNOVATIVE CLIENT SOLUTION

WINNER
Profile Software

INNOVATIVE FINTECH SOLUTION

NOMINEES
SharingAlpha – Joint Winner
SS&C Advent – Joint Winner

INNOVATIVE CLIENT SOLUTION (IN-HOUSE SOLUTIONS)

WINNER
Nedbank Private Wealth

INTERNATIONAL FINANCE CENTRE

WINNER
Jersey

PHILANTHROPY OFFERING/INITIATIVE OF THE YEAR

WINNER
BNP Paribas Wealth Management

MOST PROMISING NEW ENTRANT

WINNER
Mayfair Private

MOST INNOVATIVE WEALTH MANAGEMENT MODEL

WINNER
Index & Cie