Judges have drawn up a shortlist of the candidates going forward for the WealthBriefing European Awards 2014.

The WealthBriefing European Awards 2014 event gets ever closer. The judging panel for the awards, to be announced at what should be a glittering occasion in the magnificent setting of London’s Guildhall on 15 May, has shortlisted firms from which the eventual winners will be announced.

Last year’s inaugural European awards (see here) was a highly successful event and ClearView Financial Media, publisher of this news service, is looking forward to welcoming individuals from across the wealth management industry.

“Our awards event in London last May was tremendous and I am confident we will top that with an even more impressive occasion. We are immensely grateful to the individuals and companies who have taken the time and trouble to enter and support these awards. We are very grateful for the continued support of our readers,” Stephen Harris, publisher of WealthBriefing, said.

Separate judging panels, structured so as to prevent conflicts of interest and access to potentially commercially sensitive information, have gone through a heavy list of submissions to arrive at shortlists. To find out more about the awards, click here.

Private Banking Categories
UK-Based Private Bank

BEST OVERALL UK PRIVATE BANK

Barclays (Wealth & Investment).
Berenberg
HSBC Private Bank
Rothschild Wealth Management
Societe Generale Private Banking – Hambros

DOMESTIC CLIENTS TEAM
Barclays (Wealth & Investment).
C Hoare & Co
Societe Generale Private Banking – Hambros

INTERNATIONAL CLIENTS TEAM
RBC Wealth Management
Societe Generale Private Banking – Hambros
UBS Wealth Management

HNW TEAM
C Hoare & Co
Credit Suisse
Societe Generale Private Banking – Hambros
UBS Wealth Management

UHNW TEAM
Citi Private Bank
Credit Suisse
Rothschild Wealth Management
UBS Wealth Management

WEALTH PLANNING TEAM
Close Brothers Asset Management
RBC Wealth Management
Societe Generale Private Banking – Hambros
UBS Wealth Management

CHARITY TEAM
Barclays (Wealth & Investment).
Investec Wealth & Investment
Rothschild Wealth Management
UBS Wealth Management

EUROPEAN-BASED PRIVATE BANK
BEST OVERALL EUROPEAN PRIVATE BANK

ABN AMRO Private Banking
BNP Paribas Wealth Management
Societe Generale Private Banking

DOMESTIC CLIENTS TEAM
ABN AMRO Private Banking
BNP Paribas Wealth Management
Societe Generale Private Banking

INTERNATIONAL CLIENTS TEAM
Banque Havilland
BNP Paribas Wealth Management
Societe Generale Private Banking

UHNW TEAM
Banque Havilland
BNP Paribas Wealth Management
Citi Private Bank
Societe Generale Private Banking

INVESTMENT MANAGEMENT CATEGORIES
SPECIALIST WEALTH MANAGER
Berry Asset Management
Canaccord Genuity Wealth Management
London & Capital

PRIVATE INVESTMENT MANAGER
Berry Asset Manager
James Hambro & Partners
Standard Life Wealth

INVESTMENT PRODUCT PROVIDER
Ossiam
SKAGEN Funds
Source
State Street Global Advisors

MULTI-FAMILY OFFICE
Oracle Capital Group
Sorbus Partners

PRIVATE INVESTMENT OFFICE
Hassium Asset Management
Lord North Street Private Investment Office
Sorbus Partners

MARKETING CATEGORIES
ONLINE CAMPAIGN
Barclays (Wealth & Investment).
Close Brothers Asset Management
RBC Wealth Management

BRAND LAUNCH/RELAUNCH
Canaccord Genuity Wealth Management
Hawksford
Standard Life Wealth

PRIVATE CLIENT CATEGORIES
EFFECTIVE LEGAL TEAM
Baker & McKenzie
Lawrence Graham
PWC Legal
Taylor Wessing

INSTITUTIONAL TRUST OR FIDUCIARY COMPANY
HSBC Private Bank
Northern Trust
RBC Wealth Management
Societe Generale Private Banking – Hambros

INDEPENDENT TRUST OR FIDUCIARY COMPANY
Bedell Trust
Collas Crill Trust
Hawksford
Ogier Private Wealth

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES
FRONT OFFICE SOLUTION
Advent Software
Equipos
Finantix
Objectway Financial Software
Third Financial

TRANSACTION PROCESSING SOLUTION
Avaloq
ERI Banking Software
Temenos
Third Financial

PORTFOLIO MANAGEMENT
Advent Software
BRT
Dion Global
ERI Banking Software
Teknometry

CLIENT COMMUNICATIONS & REPORTING
Advent Software
BRT
Equipos
Vermilion Software

RISK PROFILING SOLUTION    
BITA Risk
Distribution Technology
FinaMetrica

RISK MANAGEMENT
BITA Risk
BRT
Milltrust International Group
Third Financial

ON-BOARDING
Appway
Finantix
Objectway Financial Software
Wealthmonitor
Wealth Dynamix

OUTSOURCING SOLUTION
BRT
Multrees Investor Services
Objectway Financial Software
Pershing, a BNY Mellon Company

GLOBAL CUSTODIAN
Multrees Investor Services
Northern Trust
Pershing, a BNY Mellon Company

INNOVATIVE CLIENT SOLUTION

BNP Paribas Wealth Management
Canaccord Genuity Wealth Management
Close Brothers Asset Management
Distribution Technology
Nutmeg

INTERNATIONAL FINANCE CENTRE
Guernsey
Jersey Finance

LEADING INDIVIDUAL    
Close Brothers Asset Management – Nancy Curtin
James Hambro & Partners – Andrew Steel
Societe Generate Private Banking – Hambros – Eric Barnett
Societe Generale Private Banking – Jean-Francois Mazaud
Societe Generale Private Banking – Patrick Follea

RISING STAR
ABN AMRO Private Banking – Arik Alter
Credit Suisse UK – Ben Chance
Legis Tax Services – Paul O’Neill
Societe Generale Private Banking – Damien Bossard
Societe Generale Private Banking – Hambros – Duncan Prince

PHILANTHROPY OFFERING
ABN AMRO Private Banking
BNP Paribas Wealth Management
Charities Aid Foundation Philanthropy Services
HSBC Private Bank

WOMEN IN WEALTH MANAGEMENT (INDIVIDUAL CONTRIBUTION)
Close Brothers Asset Management – Penny Lovell
Collas Crill – Angela Calnan
James Hambro & Partners – Nicola Barber
Scorpio Partnership – Catherine Tillotson
Societe Generale Private Banking – Irene Manis

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP
Barclays (Wealth & Investment).
RBC Wealth Management
Scorpio Partnership