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EXCLUSIVE: Shortlist Of Potential Winners For WealthBriefing European Awards 2018

Editorial Staff, 19 February 2018

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Here are the finalists for this year's WealthBriefing Awards for the European industry, with the winners unveiled in April.

CLIENT COMMUNICATIONS 

NOMINEES
AM-One
FundCount
InvestCloud
Objectway
SS&C Technologies
WealthArc

CLIENT REPORTING 

NOMINEES
BRT
Expersoft Systems
FundCount
InvestCloud
IRESS
Multrees

COMPLIANCE 

NOMINEES
Appway
BITA Risk
CUBE
JHC
Klarity Risk
Six Financial Information

CRM SYSTEM 

NOMINEES
Expersoft Systems
InvestCloud
Tindeco  
Wealth Dynamix
WealthArc

OUTSOURCING SOLUTION 

NOMINEES
AM-One
BRT
Multrees
Pershing, a BNY Mellon Company
Platform Securities
SEI Investments
SS&C Advent
SS&C Technologies

DATA PROVIDER 

NOMINEES
FactSet
SIX  
Thomson Reuters

CLIENT ACCOUNTING 

NOMINEES
FundCount
JHC

RISK PROFILING SOLUTION 

NOMINEES
BITA Risk
FinaMetrica
Globacom Technologies
JHC
Profile Software
swissQuant Group

RISK MANAGEMENT 

NOMINEES
KlarityRisk
swissQuant Group
Tindeco  

ON-BOARDING 

NOMINEES
Appway
Dorsum 
Expersoft Systems
KlarityRisk
Profile Software
Wealth Dynamix

INNOVATIVE CLIENT SOLUTION 

NOMINEES
A Data Pro
Cadell+Co
InvestCloud
MASTTRO
Objectway
Wealth Dynamix

CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION 

NOMINEES
Appway
Globacom Technologies
IRESS
JHC
Wealth Dynamix
WealthArc

INNOVATIVE FINTECH SOLUTION 

NOMINEES
AAAccell
Dion Global Solutions
Profile Software
Tindeco  
Wealth Dynanix
WealthObjects

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (IN-HOUSE SOLUTIONS)

INNOVATIVE CLIENT SOLUTION 

NOMINEES
BNP Paribas Wealth Management
Coutts & Co

SPECIAL WEALTH MANAGEMENT CATEGORIES

CORPORATE SOCIAL RESPONSIBILITY/ DIVERSITY 

NOMINEES
EQ Investors
Tribe Impact Capital

INTERNATIONAL FINANCE CENTRE 

NOMINEES
Dubai International Financial Centre
Guernsey
Jersey

GLOBAL CUSTODIAN TO PRIVATE CLIENT BUSINESSES 

NOMINEES
Multrees
Pershing, a BNY Mellon Company

PHILANTHROPY OFFERING/ INITIATIVE OF THE YEAR 

NOMINEES
BNP Paribas Wealth Management
Charities Aid Foundation
Coutts & Co
National Philanthropic Trust UK
UBS Wealth Management

LEADERSHIP CATEGORIES

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (INDIVIDUAL) 

NOMINEES
Capital Generation Partners – Khaled Said
Seb Dovey
JHC – Andrew Watson
Stanhope Capital – Daniel Pinto

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY) 

NOMINEES
BNP Paribas Wealth Management
Capital Generation Partners
Coutts & Co
EY
Tribe Impact Capital

LEADING INDIVIDUAL 

NOMINEES
Capitalium Advisors – Alain Zell
Lincoln Private Investment Office – Ross Elder
Irwin Mitchell Private Wealth – Paula Myers
Irwin Mitchell Private Wealth – Ros Bever
Stanhope Capital – Daniel Pinto
Stephenson Harwood – James Quarmby

LIFETIME ACHIEVEMENT

To be announced at awards dinner.

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