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

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.