Awards

EXCLUSIVE: Judges Announce Shortlist For WealthBriefing European Awards 2015

Tom Burroughes Group Editor London 24 February 2015

EXCLUSIVE: Judges Announce Shortlist For WealthBriefing European Awards 2015

The shortlist for the potential winners in this year's WealthBriefing European Awards has been released.

This publication is delighted to announce the judges’ shortlist for the WealthBriefing European Awards 2015, with the eventual winners to be announced at what promises to be a glittering occasion on 30 April in London’s Guildhall in the heart of the City.

Categories cover a wide spectrum, from private banking, private investment offices through to law firms and investment managers. Individuals as well as teams and organisations will be honoured at the occasion.

Further details about the awards, including the venue, sponsors and judges, can be viewed here.

UK PRIVATE BANKING CATEGORIES

Overall UK private bank

ORGANISATIONS
Barclays
C Hoare & Co
HSBC Private Bank
Rothschild Wealth Management
Societe Generale Private Banking Hambros

Domestic clients team

ORGANISATIONS
Barclays
Cazenove Capital Management
Kleinwort Benson
Societe Generale Private Banking Hambros

International clients team    

ORGANISATIONS
Barclays
Cazenove Capital Management
HSBC Private Bank
Standard Bank Wealth and Investment
UBS

HNW team    

ORGANISATIONS
Barclays
Cazenove Capital Management
Close Brothers Asset Management
Kleinwort Benson
UBS

UHNW team

ORGANISATIONS
Cazenove Capital Management
Citi Private Bank
Kleinwort Benson
Rothschild Wealth Management

Wealth planning team

ORGANISATIONS
Barclays
Cazenove Capital Management
Close Brothers Asset Management
RBC Wealth Management
UBS

Charity team

ORGANISATIONS
Barclays
Cazenove Capital Management
Investec Wealth & Investment
Rothschild Wealth Management
UBS

EUROPEAN PRIVATE BANKING CATEGORIES

Overall European private bank

ORGANISATIONS
ABN AMRO Private Banking
Banque Internationale a Luxembourg
Banque Paris Bertrand Sturdza
BNP Paribas Wealth Management
Societe Generale Private Banking

Domestic clients team

ORGANISATIONS
ABN AMRO Private Banking
BNP Paribas Wealth Management

UHNW team

ORGANISATIONS
ABN AMRO Private Banking
BNP Paribas Wealth Management

Wealth planning team

ORGANISATIONS
Banque Internationale a Luxembourg SA
Societe Generate Private Banking
Union Bancaire Privee

INVESTMENT MANAGEMENT CATEGORIES

Specialist wealth manager

ORGANISATIONS
Bordier (UK)
Canaccord Genuity Wealth Management
London & Capital
St James’s Place Wealth Management
Stanhope Capital
Towry

Private investment manager

ORGANISATIONS
Canaccord Genuity Wealth Management
Heartwood Investment Management
Quilter Cheviot
Rothschild
Stanhope Capital
Union Bancaire Privee

Investment product provider

ORGANISATIONS
Bellevue Asset Management
FORE Partnership
 
Alternative investment manager

ORGANISATIONS
Bellevue Asset Management
Deutsche Asset &  Wealth Management
FORE Partnership
HSBC Private Bank
Milltrust International

Platform provider

ORGANISATIONS
BNP Paribas Wealth Management
Milltrust International
TechRules


Private investment office / Multi-family office

ORGANISATIONS
Kleinwort Benson
London & Capital
Oracle Capital Group
SandAire
Stanhope Capital

ETF provider

ORGANISATIONS
Deutsche Asset & Wealth Management
Ossiam
Source
State Street Global Advisors
UBS Global Asset Management

Brand launch/relaunch

ORGANISATIONS
BNP Paribas Wealth Management
Elian
Saunderson House
Waverton Investment Management

Best PR programme

ORGANISATIONS
TechRules
UBS

PRIVATE CLIENT CATEGORIES

Legal team

ORGANISATIONS
Baker & McKenzie
Collas Crill
Penningtons Manches
Stephenson Harwood
Taylor Wessing

Family law legal team

ORGANISATIONS
Forsters
Penningtons Manches

Institutional trust or fiduciary company

ORGANISATIONS
Experta Corporate & Trust Services
HBSC Private Bank
Northern Trust
RBC Wealth Management

Independent trust or fiduciary company

ORGANISATIONS
Bedell Trust
Elian
Summit Trust International
First Names Group
Salamanca Group

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (OPEN TO TECHNOLOGY VENDORS ONLY)

Front office solution

ORGANISATIONS
Advent Software
Avaloq
Finantix
TechRules
Third Financial

Transaction processing solution

ORGANISATIONS
Avaloq
Calastone
ERI Banking Software
Third Financial

Portfolio management

ORGANISATIONS
Advent Software
Charles River Development
ERI Banking Software
Objectway
Third Financial

Client communications and reporting

ORGANISATIONS
Advent Software
Objectway
SimCorp
Third Financial
Vermilion Software

Best implementation of a technology solution - EDITOR’S AWARD (winner to be announced at the awards dinner)

Outsourcing solution

ORGANISATIONS
Avaloq
KA Watson Consultancy
Pershing, a BNY Mellon Company
Platform Securities
Third Financial Software

Risk profiling solution

ORGANISATIONS
Bita Risk
Distribution Technology
Milltrust International
Morningstar

Risk management

ORGANISATIONS
Bita Risk
Milltrust International
TechRules
Third Financial Software  

CRM system

ORGANISATIONS
Backstop Solutions Group
Finantix
TechRules
Third Financial Software
Wealth Dynamix


On-boarding

ORGANISATIONS
Appway
Finantix
Thomson Reuters Accelus
 
Innovative client solution

ORGANISATIONS
Close Brothers Asset Management
findaWEALTHMANAGER.com
Milltrust International
Societe Generale Private Banking
Standard Life Wealth
Union Bancaire Privee

INSURANCE CATEGORY

Private placement life insurance (PPLI) – Editor’s Award (winner to be announced at awards dinner)

OTHER WEALTH MANAGEMENT CATEGORIES

International finance centre

ORGANISATIONS
Guernsey
Jersey – The International Finance Centre

Global custodian

ORGANISATIONS
Northern Trust
Pershing, a BNY Mellon Company

Leading individual (Bankers)

ORGANISATIONS
Barclays – Rob McIntyre
C Hoare & Co – Tim Bailey
Societe Generale Private Banking – Nathalie Casalta Battaglia
Societe Generale Private Banking – Patrick Follea

Leading individual (Advisors)

ORGANISATIONS
Bedell Cristin – Lisa Springate
Bedell Cristin – Zillah Howard
London & Capital – Daniel Freedman
RiverPeak Wealth – Nick Parker
Summit Trust International – Daniel Martineau

Rising star

ORGANISATIONS
Barclays – Daniel Green
London & Capital – Jess Crane
Quilter Cheviot – Helen Russell
Societe Generale Private Banking – Thomas LhuillIer
Summit Trust International – Joanne Morse

Philanthropy offering

ORGANISATIONS
BNP Paribas Wealth Management
Charities Aid Foundation
HSBC Private Bank
NPT-UK
UBS

Women in wealth management (individual contribution)

ORGANISATIONS
Barclays – Michelle Owen
C Hoare & Co – Annamaria Koerling
Din Consultants – Sabila Din
Salamanca Group Trust & Fiduciary – Catherine Grum
UBS – Shona Baijal

Outstanding contribution to wealth management thought leadership (individual contribution)

ORGANISATIONS
FORE Partnership – Basil Demeroutis
Gulland Padfield – James Edsberg
Scorpio Partnership – Sebastian Dovey

Outstanding contribution to wealth management thought leadership (company contribution)

ORGANISATIONS
EY
FORE Partnership
Gulland Padfield
Morningstar
Scorpio Partnership

LIFETIME ACHIEVEMENT AWARD

To be announced at awards dinner.

 

Register for WealthBriefing today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes