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EXCLUSIVE: Shortlist Of Potential Winners For WealthBriefing European Awards 2020

Editorial Staff, 5 February 2020

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Here are the nominees for this year's WealthBriefing European Awards, to be announced in London on 23 April and one of the big events in the industry calendar.

RISK PROFILING SOLUTION

NOMINEES
AM-One
BITA Risk
Expersoft Systems
Oxford Risk
Prometeia
SS&C Advent

RISK MANAGEMENT  

NOMINEES
AAAccell 
Edgelab
KlarityRisk 
Profile Software
Prometeia
swissQuant Group
TechRules 
Tindeco Financial Services  

ONBOARDING

NOMINEES
Appway
Contemi Solutions
Expersoft Systems
Fenergo
FINANTIX
Know your Customer
Profile Software
SS&C Advent

INNOVATIVE CLIENT SOLUTION

NOMINEES
3rd-eyes analytics
AAAccell & Rothschild
BITA Risk
Dorsum
Evooq
KlarityRisk

CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION

Winner to be announced at awards dinner.

INNOVATIVE FINTECH SOLUTION 

NOMINEES
AAAccell 
Dorsum 
Evooq 
Overstone
swissQuant Group 
TechRules 
Tickr
Tindeco Financial Services 


Wealth Management Technology Categories
(In-house solutions only)
INNOVATIVE CLIENT SOLUTION

NOMINEES
BNP Paribas Wealth Management
Capitalium Advisors
Dolfin
JTC Private Office
Ogier

CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION

Winner to be announced at awards dinner.

Special Wealth Management Categories
CORPORATE SOCIAL RESPONSIBILITY/DIVERSITY

NOMINEES
ABN AMRO Private Banking
Coutts
Tribe Capital

BEST WEALTH MANAGEMENT EXECUTIVE SEARCH FIRM (EUROPE) 

Winner to be announced at awards dinner.

INTERNATIONAL FINANCE CENTRE

NOMINEES
Bahamas Financial Services Board
Guernsey
Jersey Finance

GLOBAL CUSTODIAN TO PRIVATE CLIENT BUSINESSES
Awarded to: Custodians offering services to private client business.  

NOMINEES
Dolfin
Multrees Investor Services
BNY Mellon | Pershing

WEALTH PLANNING TEAM 

NOMINEES
Brown Shipley, a Quintet Private Bank 
Close Brothers Asset Management 
HSBC Private Banking
Julius Baer 
Kleinwort Hambros 
Lombard Odier 
Societe Generale Private Banking 
UBP 

PHILANTHROPY OFFERING/ INITIATIVE OF THE YEAR

NOMINEES
ABN AMRO Private Banking
Barclays Private Bank
BNP Paribas Wealth Management

MOST PROMISING NEW ENTRANT

NOMINEES
Overstone
Tickr

MOST INNOVATIVE WEALTH MANAGEMENT MODEL

NOMINEES
Cadell+Co
Evooq
Overstone
AON
Tribe Impact Capital

MOST PROMISING MERGER

Winner to be announced at awards dinner.

BEST M&A ADVISOR

Winner to be announced at awards dinner.

EXCELLENCE IN SERVICING NORTH AMERICAN CLIENTS (SUPPORTED BY FAMILY WEALTH REPORT)  

NOMINEES
Coutts
UBP Investment Advisors
Leadership Categories


LEADING INDIVIDUAL (BANKER) 

Winner to be announced at awards dinner.

LEADING INDIVIDUAL (ADVISOR) 

NOMINEES
Dolfin – Simon Black
OAK Group – Tania O’Carroll
OAK Group – Nicola Gott
OAK Group – Paul Schreibke
Ogier – James Campbell
Ogier – Rachel Reynolds
RFR – Richard Rogerson
Somers Partnership – Mark Somers

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (INDIVIDUAL) 

NOMINEES
Lombard Odier – Stephane Monier
Somers Partnership - Mark Somers

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY) 

NOMINEES
CapGen Partners 
Earth Capital
EQ Investors
EY
Morningstar UK
AON
Somers Partnership

LIFETIME ACHIEVEMENT

To be chosen by judges

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