• wblogo
  • wblogo
  • wblogo

EXCLUSIVE: Winners Of WealthBriefing European Awards 2016

Tom Burroughes, Group Editor , London, 20 May 2016

articleimage

Here are this year's winners of the WealthBriefing European awards, unveiled yesterday evening at a gala dinner in the City of London.

The fabulous Guildhall of London in the heart of the City financial district last night played host to the WealthBriefing European Awards 2016, now in its fourth year.

The awards ceremony, covering the full range of sectors and business areas of wealth management, was hosted by BBC presenter Sophie Raworth. Ben Wright, BBC political correspondent, provided the keynote speech.

Among the award-winners and highly commended people by the judges was David Lough, who took this year’s Lifetime Achievement Award. As well as being the founder of Heartwood Wealth Group, from which he retired as chairman in 2013, Lough has achieved renown as the author of a book about the financial life and misadventures of Sir Winston Churchill (for a review by this publication, see here).

As always, the organisers of these awards want to repeat their congratulations to all the winners and to those who were shortlisted. Particular thanks is also due to the panel of judges for their time and effort.

UK PRIVATE BANKING CATEGORIES

OVERALL UK PRIVATE BANK

C Hoare & Co – Highly Commended
Rothschild Wealth Management - Winner

INTERNATIONAL CLIENTS TEAM
UBS Wealth Management

HNW TEAM
UBS Wealth Management

UHNW TEAM
Citi Private Bank

WEALTH PLANNING TEAM
UBS Wealth Management

BEST PRIVATE BANK – CLIENT SERVICE
Citi Private Bank

EUROPEAN PRIVATE BANKING CATEGORIES

OVERALL EUROPEAN PRIVATE BANK
ABN AMRO Private Banking

UHNW TEAM
BNP Paribas Wealth Management

BEST PRIVATE BANK – CLIENT SERVICE
ABN AMRO Private Banking

BEST PRIVATE BANK – TALENT MANAGEMENT
Societe Generale Private Banking

INVESTMENT MANAGEMENT CATEGORIES

SPECIALIST WEALTH/PRIVATE INVESTMENT MANAGER – UNDER £5 BILLION AUM

ACPI Investments - Winner
Heartwood Investment Management – Highly Commended

SPECIALIST WEALTH/PRIVATE INVESTMENT MANAGER – OVER £5 BILLION AUM
Rothschild Wealth Management

INVESTMENT PRODUCT PROVIDER
Close Brothers Asset Management

ALTERNATIVE INVESTMENT MANAGER
HSBC Alternative Investments

PLATFORM PROVIDER – EDITOR’S AWARD
BNP Paribas Wealth Management

PRIVATE INVESTMENT OFFICE/MULTI-FAMILY OFFICE
Sandaire Investment Office
 
ETF PROVIDER
Vanguard Asset Management

MARKETING/PR CATEGORIES

BEST MARKETING CAMPAIGN
(Online, print, brand launch/relaunch)
EFG Asset Management

BEST PR PROGRAMME 
Barclays Wealth & Investment Management

PRIVATE CLIENT CATEGORIES

PRIVATE CLIENT LAW FIRM
Taylor Wessing

OFFSHORE LAW FIRM
Collas Crill

PRIVATE CLIENT LAWYER
Taylor Wessing – Andrew Hine

FAMILY LAW LEGAL TEAM – EDITOR’S AWARD
Kingsley Napley

PENSIONS ADVISOR OF THE YEAR 
Saunderson House

PHILANTHROPY OFFERING
Coutts - Winner
National Philanthropic Trust – Highly Commended

INDEPENDENT TRUST OR FIDUCIARY COMPANY 
Saffery Champness Registered Fiduciaries

WEALTH MANAGEMENT TECHNOLOGY COMPANIES (OPEN TO TECHNOLOGY VENDORS ONLY)

FRONT OFFICE SOLUTION
Objectway

TRANSACTION PROCESSING SOLUTION 
Avaloq UK

PORTFOLIO MANAGEMENT
ERI Banking Software

CLIENT COMMUNICATIONS AND REPORTING
Objectway

OUTSOURCING SOLUTION
Avaloq UK

COMPLIANCE
KlarityRisk

WEALTH MANAGEMENT TECHNOLOGY COMPANIES (OPEN TO ANY ORGANISATION)

BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION
Quantstore

RISK PROFILING SOLUTION
BITA Risk

RISK MANAGEMENT
KlarityRisk

CRM SYSTEM
Expersoft Systems

ONBOARDING
Appway

Dorsum - highly commended

INNOVATIVE CLIENT SOLUTION – TECH COMPANIES ONLY
Quantstore

INNOVATIVE CLIENT SOLUTION – FINANCIAL ADVISORY COMPANIES
Close Brothers Asset Management

OTHER WEALTH MANAGEMENT CATEGORIES

INTERNATIONAL FINANCE CENTRE
Jersey 

GLOBAL CUSTODIAN
Northern Trust

LEADING INDIVIDUAL (BANKS)
Barclays Wealth & Investment Management – Rob Mcintyre

LEADING INDIVIDUAL (ADVISORS) 
EY – David Kilshaw

RISING STAR
C Hoare & Co – Freddie Lower – Joint Winner
Waverton Investment Management – James Mee – Joint Winner

WOMEN IN WEALTH MANAGEMENT
UBS Wealth Management – Susan Ward

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP 
EY

LIFETIME ACHIEVEMENT

David Lough

Latest Comment and Analysis

Latest News

*****************