INDEPENDENT TRUST OR FIDUCIARY COMPANY

Winner
Crestbridge

INSTITUTIONAL TRUST OR FIDUCIARY COMPANY

Winner
Northern Trust

ESTATE PLANNING  

Winner
ABN AMRO Private Banking

MANAGEMENT CONSULTANCY

Winner
EY

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (TECH VENDORS ONLY)    

FRONT OFFICE SOLUTION

Winner
Evooq

TRANSACTION PROCESSING SOLUTION

Winner
Avaloq

PORTFOLIO MANAGEMENT

Winner
swissQuant Group – Joint Winner
TINDECO – Joint Winner

CLIENT COMMUNICATIONS

Winner
Expersoft Systems

CLIENT REPORTING

Winner
Masttro

COMPLIANCE

Winner
CUBE

CRM SYSTEM

Winner
Wealth Dynamix

OUTSOURCING SOLUTION

Winner
Multrees

DATA PROVIDER

Winner
Edgelab

CLIENT ACCOUNTING  

Winner
FundCount

RISK PROFILING SOLUTION

Winner
BITA Risk – Winner
Oxford Risk – Highly Commended

RISK MANAGEMENT

Winner
swissQuant Group

ONBOARDING

Winner
Appway

INNOVATIVE CLIENT SOLUTION

Winner
Novastone

INNOVATIVE FINTECH SOLUTION

Winner
Tiller Investments

CHANGE MANAGEMENT PROCESS/ BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION

Winner
BITA Risk

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (IN-HOUSE SOLUTIONS ONLY)

INNOVATIVE CLIENT SOLUTION

Winner
Netwealth

CHANGE MANAGEMENT PROCESS/ BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION (IN-HOUSE)

Winner
Heartwood Investment Management

SPECIAL WEALTH MANAGEMENET CATEGORIES

CYBER SECURITY  

Winner
Masttro

CORPORATE SOCIAL RESPONSIBILITY/DIVERSITY

Winner
Tribe Impact Capital

INTERNATIONAL FINANCE CENTRE

Winner
Guernsey

GLOBAL CUSTODIAN TO PRIVATE CLIENT BUSINESSES

Winner
BNY Mellon | Pershing

WEALTH PLANNING TEAM

Winner
Societe Generale Private Banking

PHILANTHROPY OFFERING/INITIATIVE OF THE YEAR

Winner
BNP Paribas Wealth Management

MOST PROMISING NEW ENTRANT/OFFERING

Winner
Tribe Impact Capital

MOST INNOVATIVE WEALTH MANAGEMENT MODEL  

Winner
CAPITALIUM ADVISORS

LEADERSHIP CATEGORIES

LEADING INDIVIDUAL (BANKER)

Winner
Barclays Private Bank  – Theophanis Theophanous

LEADING INDIVIDUAL (ADVISOR)

Winner
Lincoln Private Investment Office – Ross Elder

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (INDIVIDUAL)  

Winner
Stephenson Harwood – James Quarmby

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY)

Winner
BNP Paribas Wealth Management – Joint Winner
Tribe Impact Capital – Joint Winner