Here is the list of wealth management firms and individuals shortlisted for the annual WealthBriefing Awards, to be announced in London on 11 May. For full details about the awards, including judging panel, venue, previous winners and logistics, click here. As we have seen from previous events, the awards evening will be a great opportunity for industry practitioners to catch up with friends, make new ones, and honour those who have set high standards in an industry passing through great change.

UK PRIVATE BANKING CATEGORIES  

OVERALL UK PRIVATE BANK 

NOMINEES
Barclays
Citi Private Bank
Coutts
HSBC Private Banking
Rothschild Private Wealth

DOMESTIC CLIENTS TEAM 

NOMINEES
Barclays
HSBC Private Banking
Kleinwort Hambros

INTERNATIONAL CLIENTS TEAM 

NOMINEES
Citi Private Bank
HSBC Private Banking
UBS Wealth Management

HNW TEAM 

NOMINEES
Barclays
Coutts
HSBC Private Banking
Kleinwort Hambros
UBS Wealth Management

UHNW TEAM 

NOMINEES
Citi Private Bank
Coutts
HSBC Private Banking
Lombard Odier
Rothschild Private Wealth

CHARITY TEAM 

NOMINEES
Close Brothers Asset Management
Rothschild Private Wealth
UBS Wealth Management
Waverton Investment Management

UK PRIVATE BANKING CATEGORIES  

BEST PRIVATE BANK – CLIENT SERVICE 

NOMINEES
Barclays
Citi Private Bank
Lombard Odier

PRIVATE BANK – CUSTOMER FACING DIGITAL CAPABILITIES 

NOMINEES
Barclays
Coutts
Lombard Odier

EUROPEAN PRIVATE BANKING CATEGORIES

OVERALL EUROPEAN PRIVATE BANK 

NOMINEES
ABN AMRO Private Banking
BNP Paribas Wealth Management
Lombard Odier
Rothschild Private Wealth
Societe Generale Private Banking

EUROPEAN PRIVATE BANKING CATEGORIES

DOMESTIC CLIENTS TEAM 

NOMINEES
ABN AMRO Private Banking
Banque Paris Bertrand Sturdza
Banque Internationale a Luxembourg
Nykredit Private Bank Elite

INTERNATIONAL CLIENTS TEAM 

NOMINEES
Banque Paris Bertrand Sturdza
Banque Internationale a Luxembourg
BNP Paribas Wealth Management
Citi Private Bank
HSBC Private Banking (Suisse) SA

UHNW TEAM 

NOMINEES
Banque Paris Bertrand Sturdza
BNP Paribas Wealth Management
Citi Private Bank

BEST PRIVATE BANK – CLIENT SERVICE 

NOMINEES
ABN AMRO Private Banking
Citi Private Bank
Lombard Odier
REYL & Cie

BEST PRIVATE BANK – INVESTMENT MANAGEMENT PLATFORM 

NOMINEES
Banque Paris Bertrand Sturdza
BNP Paribas Wealth Management
Lombard Odier
Union Bancaire Privee

INVESTMENT MANAGEMENT CATEGORIES

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

NOMINEES
ACPI Investments
Close Brothers Asset Management
Hassium Asset Management
Lincoln Private Investment Office
Saunderson House

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

NOMINEES
Bordier UK
Rothschild Wealth Management
Standard Life Wealth

ALTERNATIVE INVESTMENT MANAGER 

NOMINEES
Avignon Capital
Signia Wealth
UBP

EXTERNAL ASSET MANAGEMENT PLATFORM AND OFFERING – EDITOR’S AWARD

NOMINEES
BNP Paribas Wealth Management

PRIVATE INVESTMENT OFFICE/ MULTI-FAMILY OFFICE 

NOMINEES
Hassium Asset Management
Lincoln Private Investment Office
Peritus Investment Consultancy
REYL & Cie
Stonehage Fleming

ETF PROVIDER 

NOMINEES
ETF Securities
Lyxor ETF
WisdomTree 

MARKETING/PR CATEGORIES

BEST MARKETING OR PR CAMPAIGN 

NOMINEES
Barclays
Lombard Odier
Phoenix Financial PR
Tilney Group
UBS Wealth Management & Headland

PRIVATE CLIENT CATEGORIES

PRIVATE CLIENT LAW FIRM 

NOMINEES
Anaford
Druces
Stephenson Harwood
Taylor Wessing

OFFSHORE LAW FIRM 

NOMINEES
Bedell Cristin
Ogier

PRIVATE CLIENT LAWYER 

NOMINEES
CS Global Partners – Micha-Rose Emmett
Druces – Robert Macro
Stephenson Harwood – James Quarmby
Taylor Wessing – Andrew Hine
Taylor Wessing – Emma Jordan

FAMILY LAW LEGAL TEAM 

NOMINEES
Charles Russell Speechlys
Kingsley Napley

PENSIONS ADVISOR OF THE YEAR 

NOMINEES
Close Brothers Asset Management
Kleinwort Hambros
RiverPeak Wealth

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INDEPENDENT TRUST OR FIDUCIARY COMPANY 

NOMINEES
Boston MFO
Intertrust
JTC Kensington.
Saffery Champness Registered Fiduciaries
Salamanca Group Trust & Fiduciary
ZEDRA Jersey

INSTITUTIONAL TRUST OR FIDUCIARY COMPANY 

NOMINEES
Northern Trust
RBC Wealth Management

MANAGEMENT CONSULTANCY 

NOMINEES
EY
Gulland Padfield

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (TECH VENDORS ONLY)

FRONT OFFICE SOLUTION 

NOMINEES
Avaloq
ERI Banking Software
Expersoft Systems
Objectway
Salesforce
SS&C Advent

TRANSACTION PROCESSING SOLUTION 

NOMINEES
Avaloq
Calastone
ERI Banking Software
Expersoft Systems

PORTFOLIO MANAGEMENT 

NOMINEES
BITA Risk
ERI Banking Software
Expersoft Systems
SS&C Advent
swissQuant Group
Tindeco Financial Services

CLIENT COMMUNICATIONS 

NOMINEES
Expersoft Systems
IBO
InvestCloud
Profile Software
SS&C Advent
WealthArc

CLIENT REPORTING 

NOMINEES
Dorsum Co
Expersoft Systems
InvestCloud
SS&C  
Vermilion - A FactSet Company

COMPLIANCE 

NOMINEES
Expersoft Systems
Klarity Risk
Prometeia
Qumram
Thomson Reuters 

CRM SYSTEM 

NOMINEES
Expersoft Systems
Invest Cloud
Salesforce
Tindeco Financial Services

OUTSOURCING SOLUTION 

NOMINEES
Avaloq
Expersoft Systems
Pershing, a BNY Mellon Company
Platform Securities
SS&C

DATA PROVIDER 

NOMINEES
Financial Express
Prometeia
FactSet 

RISK PROFILING SOLUTION 

NOMINEES
BITA Risk
Dynamic Planner
Expersoft Systems
IBO
Profile Software

RISK MANAGEMENT 

NOMINEES
FactSet
Klarity Risk
Prometeia
swissQuant Group
Thomson Reuters 
ON-BOARDING 

NOMINEES
Appway
Expersoft Systems
Objectway
Profile Software

INNOVATIVE CLIENT SOLUTION 

NOMINEES
Dorsum Co
IBO
SS&C
swissQuant Group
WealthArc

CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION 

NOMINEES
Expersoft Systems
Globacom Technologies
Objectway

INNOVATIVE FINTECH SOLUTION 

NOMINEES
ayondo
Hearsay Systems
Qumram
swissQuant Group
WealthArc

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (IN-HOUSE SOLUTIONS ONLY)  

INNOVATIVE CLIENT SOLUTION 

NOMINEES
Barclays
BNP Paribas Wealth Management
Cadell + Co
Close Brothers Asset Management
REYL & Cie

OTHER WEALTH MANAGEMENT CATEGORIES

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INTERNATIONAL FINANCE CENTRE 

NOMINEES
Jersey
Guernsey
MALTA, represented by the Ministry for the Economy, Small Business and Investment

GLOBAL CUSTODIAN 

NOMINEES
BNY Mellon Wealth Management
Platform Securities
Pershing, a BNY Mellon Company

WEALTH PLANNING TEAM 

NOMINEES
Barclays
Close Brothers Asset Management
Mazars Wealth Management
Societe Generale Private Banking
UBS Wealth Management

PHILANTHROPY OFFERING/ INITIATIVE OF THE YEAR 

NOMINEES
Charities Aid Foundation
Close Brothers Asset Management
Coutts
National Philanthropic Trust UK
UBS Wealth Management

RISING STAR 

NOMINEES
Barclays – Anthony Ward
Barclays – Robert Dabble
Northern Trust – David Clerey

WOMEN IN WEALTH MANAGEMENT (INDIVIDUAL CONTRIBUTION) 

NOMINEES
Boston MFO – Katherine Ellis
Estera – Farah Ballands
 
OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY) 

NOMINEES
BNP Paribas Wealth Management
EY
 
LEADING INDIVIDUAL (BANKER) 

Winner will be announced at awards dinner

LIFETIME ACHIEVEMENT

Winner will be announced at awards dinner