Awards

Wealth Industry Luminaries, Firms Honoured At Inaugural WealthBriefing European Awards

Tom Burroughes Group Editor London 3 May 2013

Wealth Industry Luminaries, Firms Honoured At Inaugural WealthBriefing European Awards

Figures from the European wealth management industry gathered in London for the first-ever WealthBriefing Awards for outstanding firms, teams and individuals in the industry.

Companies and individual luminaries in the European wealth management industry were honoured for their outstanding achievements at the inaugural WealthBriefing Awards 2013 event held at a place where people are used to sitting in judgement – the Royal Courts of Justice in London.

The awards, designed to recognise best practice in an industry challenged by ever-increasing client demands for service and returns in a difficult economic environment, were presented to firms across a variety of categories.

Organised by ClearView Financial Media - publisher of this website - the awards evening was hosted by BBC television presenter Sophie Raworth, and opened by Stephen Harris, managing director of ClearView Financial Media.  Bruce Weatherill, chairman of ClearView Financial Media, well known as a leading expert on the wealth management sector, also addressed the audience. Another speaker was Martin Engdal, director of product marketing from Advent Software, the headline sponsor of the event at which about 400 guests were present.

Other sponsors were ABN Amro Private Banking; Agreus; BITA Risk; Canaccord Genuity; Dion; Phoenix Financial PR; Scorpio Partnership; Temenos, Dion Global Solutions and wealthmonitor.

Live music was provided by the electric string quartet, Stellini.

(Editor's note: ClearView Financial Media is particularly interested in any comments and suggestions from readers.) 

The winners:

UK Private Bank – Domestic clients

Schroders Private Banking

UK Private Bank - International Clients Team

RBC Wealth Management

UK Private Bank – High Net Worth Team

Close Brothers Asset Management

UK Private Bank - Ultra High Net Worth Team

Rothschild

UK Private Bank - Wealth Planning Team

UBS

Swiss Private Bank - International Clients

UBS

Swiss Private Bank - High Net Worth Team 

Credit Suisse

Swiss-based Private Bank - Ultra High Net Worth

Citi Private Bank

European Private Bank – Domestic Clients

ABN AMRO Private Banking

European Private Bank - International Client

BNP Paribas Wealth Management

European Private Bank - Ultra High­ Net Worth

BNP Paribas Wealth Management

European Private Bank - Wealth Planning

Societe Generale Private Banking

Investment Management - Specialist Wealth Manager

Heartwood

Investment Management - Private Investment Manager

Schroders Private Banking

Investment Product Provider

Fidelity Worldwide

Investment Management - Non-Traditional Investment Manager 

HSBC Alternative Investments

Best Wealth Management Newcomer In 2013

Sorbus Partners

Best M&A Deal

Canaccord Genuity Wealth Management (formerly known as Collins Stewart Wealth Management.)

Best Online Marketing Campaign

Barclays

Best brand launch 

Coutts

Private Client Advisors – Best Legal Team

Baker & McKenzie

Private Client Advisors - Best Tax and Accountancy Team  

Deloitte

Private Client Advisors – Best Trust Team

RBC Wealth Management

Wealth Management Technology – Best Front-Office Solution

Equipos

Wealth Management Technology Best Transaction Processing Solution 

ERI Bancaire

Wealth Management Technology - Best Global Custodian

Northern Trust

Best International Finance Centre

Jersey Finance Ltd

Best Charity team

J O Hambro Investment Management Ltd

Highly Commended Individual in the Wealth Management Industry

Jamie Berry, Berry  Asset Management 

Leading Individual in Wealth Management

Andrew Fisher, Towry

 

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