Awards
EXCLUSIVE: Shortlist Of Potential Winners For WealthBriefing European Awards 2019
UNITED KINGDOM PRIVATE BANKING CATEGORIES
OVERALL UK PRIVATE BANK
NOMINEES
Barclays Private Bank
Brown Shipley
HSBC Private Bank
JP Morgan Private Bank
Kleinwort Hambros
Lombard Odier
DOMESTIC CLIENTS TEAM
NOMINEES
Barclays Private Bank
HSBC Private Bank
Kleinwort Hambros
INTERNATIONAL CLIENTS TEAM
NOMINEES
Barclays Private Bank
Citigold Wealth Management
HSBC Private Bank
HNW TEAM
NOMINEES
Citigold Wealth Management
HSBC Private Bank
UHNW TEAM
NOMINEES
HSBC Private Bank
Kleinwort Hambros
Lombard Odier
WEALTH PLANNING TEAM
NOMINEES
Brown Shipley
Kleinwort Hambros
Sanlam
BEST PRIVATE BANK - TALENT MANAGEMENT AND DIVERSITY
NOMINEES
Barclays Private Bank
Deutsche Bank Wealth Management
Standard Chartered Private Bank
EUROPEAN PRIVATE BANKING CATEGORIES
OVERALL EUROPEAN PRIVATE BANK
NOMINEES
Barclays Private Bank
BNP Paribas Wealth Management
Julius Baer Group
Lombard Odier
Schroder & Co Bank, Switzerland
Societe Generale Private Banking
DOMESTIC CLIENTS TEAM
NOMINEES
Banque Paris Bertrand
Barclays Private Bank
BNP Paribas Wealth Management
Nykredit Private Banking
Schroder & Co Bank, Switzerland
INTERNATIONAL CLIENTS TEAM
NOMINEES
Banque SYZ
Barclays Private Bank
Schroder & Co Bank, Switzerland
UHNW TEAM
NOMINEES
Banque SYZ
BNP Paribas Wealth Management
Deutsche Bank Wealth Management
JP Morgan Private Bank
REYL & Cie
Societe Generale Private Banking
BEST PRIVATE BANK - CLIENT SERVICE
NOMINEES
Banque Paris Bertrand
Banque SYZ
BNP Paribas Wealth Management
Lombard Odier
REYL & Cie
Schroder & Co Bank, Switzerland
BEST PRIVATE BANK - INVESTMENT MANAGEMENT PLATFORM
NOMINEES
Barclays Private Bank
Lombard Odier
Union Bancaire Privee
PRIVATE BANK - BEST CREDIT PROVIDER
NOMINEES
Barclays Private Bank
Societe Generale Private Banking
INVESTMENT MANAGEMENT CATEGORIES
SPECIALIST WEALTH MANAGER
NOMINEES
Bordier UK
Capitalium Advisors
Mediolanum International
SPECIALIST INVESTMENT MANAGER
NOMINEES
ACPI Investments
Banque SYZ
Bordier UK
Brown Shipley
Julius Baer International
Tribe Impact Capital
PRIVATE INVESTMENT OFFICE
NOMINEES
Bedrock Group
Capital Generation Partners
Lincoln Private Investment Office
Peritus Investment Consultancy
Sanlam
MULTI-FAMILY OFFICE
NOMINEES
Banque SYZ
Bedrock Group
Stonehage Fleming
FUND MANAGER
NOMINEES
Banque Paris Bertrand
Heartwood Investment Management
Sanlam
Skenderbeg Investment Management
ALTERNATIVE INVESTMENT MANAGER
NOMINEES
ACPI Investments
Avignon Capital
Bedrock Group
Gresham House
Hermance Capital Partners
Signia
EXTERNAL ASSET MANAGEMENT PLATFORM AND OFFERING
NOMINEES
Bedrock Group
Julius Baer Group
PLATFORM PROVIDER
NOMINEES
Evooq
FA Solutions
InvestCloud
Kuber Ventures
ETF PROVIDER
NOMINEES
DWS Xtrackers
Lyxor ETF
WisdomTree Europe
MARKETING/PR CATEGORIES
BEST MARKETING OR PR CAMPAIGN
NOMINEES
Lombard Odier
TechRules
PRIVATE CLIENT CATEGORIES
PRIVATE CLIENT LAW FIRM
NOMINEES
Druces
Stephenson Harwood
Wedlake Bell
OFFSHORE LAW FIRM
NOMINEES
Babbe LLP
Bedell Cristin
Carey Olsen
Collas Crill
Ogier
PRIVATE CLIENT LAWYER
NOMINEES
Druces – Neil Morris
Stephenson Harwood – Emily Osborne
Taylor Wessing – Nick Warr
FAMILY LAW LEGAL TEAM
NOMINEES
Manders Law
Royds Withy King
PENSIONS ADVISOR OF THE YEAR
NOMINEES
RiverPeak Wealth
Sanlam
INDEPENDENT TRUST OR FIDUCIARY COMPANY
NOMINEES
Accuro Fiduciary
Crestbridge
Estera
Hawksford
Intertrust
JTC
Fairway Group
INSTITUTIONAL TRUST OR FIDUCIARY COMPANY
NOMINEES
Kleinwort Hambros
Northern Trust
RBC Wealth Management
MANAGEMENT CONSULTANCY
NOMINEES
Catalyst
EY
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (TECH VENDORS ONLY)
FRONT OFFICE SOLUTION
NOMINEES
Avaloq
Evooq
Objectway
Refinitiv
SS&C Advent
TechRules
Wealth Dynamix
Wealth Objects
TRANSACTION PROCESSING SOLUTION
NOMINEES
Avaloq
ERI Banking Software
Expersoft Systems
Objectway
PORTFOLIO MANAGEMENT
NOMINEES
Charles River Development, a State Street Company
Eagle Investment Systems
Expersoft Systems
JHC
SS&C Advent
SS&C Institutional and InvestmentManagement
swissQuant Group
Tiindeco
CLIENT COMMUNICATIONS
NOMINEES
AM-One
Dorsum
Expersoft Systems
FundCount
CLIENT REPORTING
NOMINEES
BRT
Expersoft Systems
FundCount
Globacom Technologies
Masttro
SimCorp Coric
SS&C Advent
SS&C Institutional and InvestmentManagement
COMPLIANCE
NOMINEES
Appway
ATEB suitability
CUBE
Fenergo
JHC
Know your Customer
Prometeia
Wealth Dynamix
CRM SYSTEM
NOMINEES
Expersoft Systems
FA Solutions
TINDECO
Wealth Dynamix
Xpedition
OUTSOURCING SOLUTION
NOMINEES
Avaloq
BRT
GPP
Multrees
BNY Mellon | Pershing
SS&C Advent
DATA PROVIDER
NOMINEES
Edgelab
FactSet
Preqin
Refinitiv
RISK PROFILING SOLUTION
NOMINEES
BITA Risk
Expersoft Systems
Globacom Technologies
JHC
Oxford Risk
Profile Software
RISK MANAGEMENT
NOMINEES
Evooq
KlarityRisk
Profile Software
Prometeia
swissQuant Group
TINDECO
ONBOARDING
NOMINEES
Appway
Expersoft Systems
Fenergo
Objectway
Profile Software
Wealth Dynamix
INNOVATIVE CLIENT SOLUTION
NOMINEES
AAAccell
ATEB suitability
Edge Lab
Masttro
Novastone
swissQuant Group
Wealth Dynamix
WealthObjects
INNOVATIVE FINTECH SOLUTION
NOMINEES
Edgelab
InvestCloud
Masttro
Novastone
Tiller Investments
TINDECO
Wealth Dynamix
WealthObjects
CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION
NOMINEES
Appway
BITA Risk
Expersoft Systems
Objectway & BNY Mellon | Pershing
Wealth Dynamix
WealthObjects
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (IN-HOUSE SOLUTIONS ONLY)
INNOVATIVE CLIENT SOLUTION
NOMINEES
BNP Paribas Wealth Management
Heartwood Investment Management
Lombard Odier
Netwealth
Northern Trust Wealth Management
Societe Generale Private Banking
CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION (IN-HOUSE)
NOMINEES
Heartwood Investment Management
Standard Chartered Private Bank
SPECIAL WEALTH MANAGEMENT CATEGORIES
CORPORATE SOCIAL RESPONSIBILITY/ DIVERSITY
NOMINEES
Deutsche Bank Wealth Management
EQ Investors
Tribe Impact Capital
INTERNATIONAL FINANCE CENTRE
NOMINEES
Guernsey
Jersey
Qatar Financial Centre
GLOBAL CUSTODIAN TO PRIVATE CLIENT BUSINESSES
NOMINEES
Multrees
Northern Trust Wealth Management
BNY Mellon | Pershing
WEALTH PLANNING TEAM
NOMINEES
ABN AMRO Private Banking
Societe Generale Private Banking
UBP
MOST PROMISING NEW ENTRANT/OFFERING
NOMINEES
Cadell
Evooq
Heartwood Investment Management
KlarityRisk
Tribe Impact Capital
LEADERSHIP CATEGORIES
LEADING INDIVIDUAL (BANKER)
NOMINEES
Barclays Private Bank Bank – Theophanis Theophanous
BNP Paribas Wealth Management – Sofia Merlo
OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY)
NOMINEES
Barclays Private Bank
BNP Paribas Wealth Management
EY
Scorpio Partnership
Tribe Impact Capital
Wealth Dynamix