WM Market Reports
Judges Draw Up Shortlist For WealthBriefing Awards
As the clock ticks down towards the WealthBriefing Awards 2013 on 2 May in London, judges drawn from across the industry have worked through a mass of entries to produce a shortlist for 29 categories
As the clock ticks down towards the WealthBriefing Awards 2013 on 2 May in London, judges drawn from across the industry have worked through a mass of entries to produce a shortlist for 29 categories.
On 1 March, the judges will re-convene to choose the final list of award nominees.
The judging process required the panel to examine submissions sent in from dozens of institutions, ranging from private banks to wealth management technology businesses. The judges assessed the quality of the submissions in making their choices; they also brought to bear their own knowledge and judgement of the institutions concerned.
The judges were only asked to consider institutions and persons who submitted entries.
ClearView wants to reiterate its thanks to the judges who gave their time and attention to this process, and to all the organisations and individuals for their submissions.
The shortlist:
UK PRIVATE BANK – DOMESTIC CLIENTS
Berenberg Bank
C Hoare & Co
Duncan Lawrie Private Banking
Schroders Private Banking
UK PRIVATE BANK – INTERNATIONAL CLIENTS
Barclays
HSBC Private Bank
RBC Wealth Management
UBS
UK PRIVATE BANK – HNW TEAM
Berenberg Bank
Close Brothers Asset Management
C Hoare & Co
Schroders Private Banking
UK PRIVATE BANK – UHNW TEAM
Citi Private Bank
Credit Suisse
Rothschild
UBS
UK PRIVATE BANK – WEALTH PLANNING TEAM
Barclays
RBC Wealth Management
Societe Generale Private Banking
UBS
SWISS PRIVATE BANK – INTERNATIONAL CLIENTS
Credit Suisse
Societe Generale Private Banking
UBS
SWISS PRIVATE BANK – HNW TEAM
Credit Suisse
Societe Generale Private Banking
Union Bancaire Privee
SWISS PRIVATE BANK - UHNW TEAM
Citi Private Bank
Credit Suisse
Union Bancaire Privee
EUROPEAN PRIVATE BANK – DOMESTIC CLIENTS
ABN AMRO Private Banking
BNP Paribas Wealth Management
Societe Generale Private Banking
EUROPEAN PRIVATE BANK – INTERNATIONAL CLIENTS
ABN AMRO Private Banking
BNP Paribas Wealth Management
Societe Generale Private Banking
EUROPEAN PRIVATE BANK – UHNW TEAM
ABN AMRO Private Banking
BNP Paribas Wealth Management
Societe Generale Private Banking
EUROPEAN PRIVATE BANK – WEALTH PLANNING TEAM
ABN AMRO Private Banking
Societe Generale Private Banking
INVESTMENT MANAGEMENT AWARDS – SPECIALIST WEALTH MANAGER
Berry Asset Management
Collins Stewart Wealth Management
Heartwood
London & Capital
INVESTMENT MANAGEMENT AWARDS – PRIVATE INVESTMENT MANAGER
Berry Asset Management
Heartwood
Schroders Private Banking
Standard Life Wealth
INVESTMENT MANAGEMENT AWARDS – INVESTMENT PRODUCT PROVIDER
Close Brothers Asset Management
Fidelity Worldwide
Skagen Funds
Source UK Services
INVESTMENT MANAGEMENT AWARDS – NON-TRADITIONAL INVESTMENT MANAGER
HSBC Alternative Investments
Source UK Services
INVESTMENT MANAGEMENT AWARDS – MULTI-FAMILY OFFICE/PRIVATE INVESTMENT OFFICE
Kleinwort Benson Private Investment Office
Sorbus Partners
MARKETING CAMPAIGN AWARDS – ONLINE CAMPAIGN
Barclays
HSBC Private Bank
RBC Wealth Management
MARKETING CAMPAIGN AWARDS – BRAND LAUNCH
Coutts
Duncan Lawrie Private Banking
PRIVATE CLIENT AWARDS – LEGAL TEAM
Baker & McKenzie
Carey Olsen
Taylor Wessing
Vardags Solicitors
PRIVATE CLIENT AWARDS – TAX AND ACCOUNTANCY TEAM
Baker & McKenzie
BDO
Deloitte
Saffery Champness Chartered Accountants
PRIVATE CLIENT AWARDS – TRUST COMPANY
Barclays
Collas Crill Trust
Northern Trust
RBC Wealth Management
WEALTH MANAGEMENT TECHNOLOGY OFFERING AWARDS – FRONT OFFICE SOLUTION
BITA Risk
Equipos
Finantix
Temenos
WEALTH MANAGEMENT TECHNOLOGY OFFERING – TRANSACTION PROCESSING SOLUTION
Advent Software
ERI Bancaire
WEALTH MANAGEMENT TECHNOLOGY OFFERING AWARDS – GLOBAL CUSTODIAN
Northern Trust
RBC Wealth Management
OTHER WEALTH MANAGEMENT AWARDS – INTERNATIONAL FINANCE CENTRE
Guernsey
Jersey Finance
OTHER WEALTH MANAGEMENT AWARDS – M&A DEAL
ABN Amro
Collins Stewart
OTHER WEALTH MANAGEMENT AWARDS – CHARITY TEAM
JOHIM
UBS
OTHER WEALTH MANAGEMENT AWARDS – LEADING INDIVIDUAL/RISING STAR
Berry Asset Management – Jamie Berry
London & Capital – Daniel Freedman
Saffery Champness Chartered Accountants – Tim Gregory
Societe Generale Private Banking – Jon Needham
Towry – Andrew Fisher
