Awards
EXCLUSIVE: Shortlist Of Potential Winners For WealthBriefing European Awards 2018

Here are the finalists for this year's WealthBriefing Awards for the European industry, with the winners unveiled in April.
A shortlist of finalists for this year's annual WealthBriefing European Awards event - with winners to be revealed on 26 April, has been announced. For further details about the event, to be held at London's Guildhall in the City, see here.
UK PRIVATE BANKING CATEGORIES
OVERALL UK PRIVATE BANK
NOMINEES
Citi Private Bank
Coutts & Co
HSBC Private Banking
Rothschild Private Wealth
Societe Generale Kleinwort Hambros
INTERNATIONAL CLIENTS TEAM
NOMINEES
Citi Private Bank
HSBC Private Banking
HNW TEAM
NOMINEES
Coutts & Co
HSBC Private Banking
UHNW TEAM
NOMINEES
Citi Private Bank
Coutts & Co
HSBC Private Banking
Rothschild Private Wealth
Societe Generale Kleinwort Hambros
WEALTH PLANNING TEAM
NOMINEES
Coutts & Co
HSBC Private Banking
Sanlam
Societe Generale Private Banking
UBS Wealth Management
CHARITY TEAM
NOMINEES
Rothschild Private Wealth
UBS Wealth Management
Waverton Investment Management
BEST PRIVATE BANK – CLIENT SERVICE
NOMINEES
Citi Private Bank
Lombard Odier
Rothschild Private Wealth
EUROPEAN PRIVATE BANKING CATEGORIES
OVERALL EUROPEAN PRIVATE BANK
NOMINEES
ABN AMRO Private Banking
BNP Paribas Wealth Management
Lombard Odier
Rothschild Private Wealth
Societe Generale Private Banking
DOMESTIC CLIENTS TEAM
NOMINEES
ABN AMRO Private Banking
Banque Paris Bertrand Sturdza
BNP Paribas Wealth Management
Nykredit Private Banking
INTERNATIONAL CLIENTS TEAM
NOMINEES
Banque Paris Bertrand Sturdza
Banque SYZ
Deutsche Bank Wealth Management
Mirabaud & Cie
UHNW TEAM
NOMINEES
Banque Paris Bertrand Sturdza
Banque SYZ
BNP Paribas Wealth Management
Deutsche Bank Wealth Management
Mirabaud & Cie
BEST PRIVATE BANK – CLIENT SERVICE
NOMINEES
ABN AMRO Private Banking
Banque SYZ
BNP Paribas Wealth Management
Lombard Odier
Mirabaud & Cie
BEST PRIVATE BANK – INVESTMENT MANAGEMENT PLATFORM
NOMINEES
Banque Paris Bertrand Sturdza
Lombard Odier
Union Bancaire Privee
BEST PRIVATE BANK – BEST CREDIT PROVIDER
NOMINEES
Deutsche Bank Wealth Management
Mirabaud & Cie
Union Bancaire Privee
BEST PRIVATE BANK CUSTOMER FACING DIGITAL (INVESTMENTS)
NOMINEES
BNP Paribas Wealth Management
Lombard Odier
INVESTMENT MANAGEMENT CATEGORIES
SPECIALIST WEALTH MANAGER
NOMINEES
ACPI Investments
Coutts & Co
St James’s Place Wealth Management
SPECIALIST INVESTMENT MANAGER
NOMINEES
Bordier UK
Mirabaud & Cie
Rothschild Private Wealth
Tribe Impact Capital
Union Banciare Privee
PRIVATE INVESTMENT OFFICE
NOMINEES
Capital Generation Partners
GWM Investment Management
Lincoln Private Investment Office
Mirabaud & Cie
Sanlam
Stanhope Capital
MULTI-FAMILY OFFICE
NOMINEES
Mirabaud & Cie
Peritus Investment Consultancy
Stonehage Fleming
FUND MANAGER
NOMINEES
Greystone Wealth Management
Sanlam
Union Bancaire Privee
ALTERNATIVE INVESTMENT MANAGER
NOMINEES
Avignon Capital
Gresham House
Signia Wealth
EXTERNAL ASSET MANAGEMENT PLATFORM AND OFFERING
NOMINEES
Mirabaud & Cie
Union Bancaire Privee
INVESTMENT MANAGEMENT CATEGORIES
PLATFORM PROVIDER
NOMINEES
Citi UK Consumer and International Personal Bank
(EMEA)
Thomson Reuters
Wealth Objects
INVESTMENT MANAGEMENT CATEGORIES
ETF PROVIDER
NOMINEES
Lyxor ETF
UBS Asset Management
MARKETING/PR CATEGORIES
BEST MARKETING OR PR CAMPAIGN
NOMINEES
Barclays Wealth & Investment Management
Citi UK Consumer and International Personal Bank
(EMEA)
Lombard Odier
Tilney Group
UBS Wealth Management & Headland
PRIVATE CLIENT CATEGORIES
PRIVATE CLIENT LAW FIRM
NOMINEES
Anaford Attorneys
Druces
Irwin Mitchell Private Wealth
Stephenson Harwood
PRIVATE CLIENT LAWYER
NOMINEES
Druces – Robert Macro
Irwin Mitchell Private Wealth – Alex Ruffel
Taylor Wessing – Andrew Hine
Taylor Wessing – Emma Jordan
Taylor Wessing – Nick Warr
PENSIONS ADVISOR OF THE YEAR
NOMINEES
RiverPeak Wealth
Sanlam
TAX/ACCOUNTANCY TEAM - EDITOR’S AWARD
BDO
INDEPENDENT TRUST OR FIDUCIARY COMPANY
NOMINEES
First Names Group
Hawksford
Intertrust
JTC
Trident Trust Company (Guernsey)
INSTITUTIONAL TRUST OR FIDUCIARY COMPANY - EDITOR’S AWARD
RBC Wealth Management
MANAGEMENT CONSULTANCY
NOMINEES
EY
Knadel
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (TECH VENDORS ONLY)
FRONT OFFICE SOLUTION
NOMINEES
Expersoft Systems
Globacom Technologies
MASTTRO
Profile Sofware
swissQuant Group
Wealth Dynamix
WealthObjects
TRANSACTION PROCESSING SOLUTION
NOMINEES
ERI Banking Software
Expersoft Systems
PORTFOLIO MANAGEMENT
NOMINEES
AAAccell
BITA Risk
Charles River Development
Expersoft Systems
Profile Software
Tindeco
WealthArc
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.