Awards
EXCLUSIVE: Winners Of WealthBriefing European Awards 2020

This news service announces the winners of this year's European industry awards from WealthBriefing.
This publication is delighted to announce winners of the Eighth WealthBriefing European Awards, for 2020. We congratulate the winners and thank the judges for their diligence and expertise. Here we set out their citations for winners of these categories.
The awards programme salutes outstanding achievement and progress across the European wealth management sphere, and that excellence has never been more in evidence than during the past 12 months.
Once again, the team at WealthBriefing congratulates the winners and finalists firms, and thanks all who took part for their support. For more information about these awards, sponsors and judges, click here.
The headline sponsor for this programme is the world leading client lifecycle management solutions provider Finantix, and category sponsors are asset management marketing specialists ProFundCom and smartKYC the leaders in automated KYC verification.
BEST FRONT OFFICE SOLUTION
SS&C Advent
This firm offers full front to back office integration
capability. At its core it is intuitive, and its interface is
easy to use.
BEST TRANSACTION PROCESSING SOLUTION - BANKS
Avaloq
In this category our judges’ eyes were caught by the winner’s
industrial strength TPS which offers excellent straight-through
processing rates.
BEST TRANSACTION PROCESSING SOLUTION - INDEPENDENT ASSET
MANAGERS
Expersoft
Among finalists the winning firm stood out for having managed to
solve the multiple custodial platforms issues that plague normal
processes.
BEST PORTFOLIO MANAGEMENT
swissQuant Group
This firm was described as a clear winner not just for its
approach to next-gen portfolio management, but also for its
refreshing methodology and innovation.
BEST CLIENT COMMUNICATIONS
Dorsum
In this category our winner caught the eye for its sophisticated
notification system and messaging facility. Judges were also
drawn to what they described as its very interesting automated
chat bot.
BEST CLIENT REPORTING
SimCorp Coric
Judges described their winner as “ubiquitous and prolific.”They
also recognised that its reporting process is used in custody and
administration spheres, which, they said “speaks volumes.”
BEST COMPLIANCE
Fenergo
With a strong partner network and continuous reviews, our winner
was regarded as a worthy recipient of this award.
BEST CRM SYSTEM
AM-One
With a robust out-of-the-box solution at a lower price point, our
winner hosts its CRM system in the cloud.
BEST OUTSOURCING SOLUTION
Multrees Investor Services
This category produced a lively discussion. The winner was noted
for having a well-rounded offering with lots of ancillary
products, especially for boutiques.
BEST DATA PROVIDER
Preqin
BEST IN CLIENT ACCOUNTING
FundCount
With many client gains over the last year, our winner offers an
integrated wealth management portfolio and partnership accounting
system with a real-time general ledger embedded on a single
platform.
It prides itself on its efficiency, reduced operational risk and lower cost base; an approach that underpinned sustained growth throughout 2019. Judges were also impressed by its “Nested Entity Control Centre,” a tool used for inter-entity reconciliation and investment activity disbursement through different entities.
BEST IN RISK PROFILING SOLUTION
Oxford Risk
In our judge’s opinion, this was a clear win for this firm
because of the way it focuses solidly on the investor. A true
risk profiling specialist.
BEST IN RISK MANAGEMENT
Edgelab
In this category our winner stood out for its differentiated
offering and post revaluation approach.
BEST IN ONBOARDING
Fenergo
Our winner clearly demonstrated the scale that comes from having
a commercial banking background and what this has brought into
the wealth space.
MOST INNOVATIVE CLIENT SOLUTION (VENDORS)
BITA Risk
In simple terms, it was their winner’s ESG profiles that
impressed the judges in this category.
BEST CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A
TECHNOLOGY SOLUTION
Appway
With more than 510,000 users worldwide our winner is the world
leader for client onboarding and wider client lifecycle
management in this sector. Its solutions cover the entire client
lifecycle, including updating and closing business
relationships. The panel was impressed by its global
presence and a case study for an international bank which
illustrated its Client Life Cycle Target Operating Model.
BEST INNOVATIVE FINTECH SOLUTION
Overstone
The winning firm offers access to a new and burgeoning asset
class thereby giving clients the ability to leverage their art
holdings.
MOST INNOVATIVE CLIENT SOLUTION (In-house)
BNP Paribas Wealth Management
One judge said that the winning firm was “good, both on paper and
in actuality.” Another added that “they really go the extra
mile to be client focused.”
BEST CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A
TECHNOLOGY SOLUTION (In-house)
Julius Baer
Throughout its 130-year history the winner of this category
embraces change to remain at the forefront of our industry. Its
“Digital Advisory Suite” (DiAS) is unique in that it communicates
information whilst monitoring risk. Risk notifications are
calculated overnight and displayed on users’ systems.
BEST IN CORPORATE SOCIAL RESPONSIBILITY/ DIVERSITY
Tribe Impact Capital - winner
Lots of very strong statistics were provided to illustrate the
winning firm’s credentials in this category. Judges said that it
lives its values in every element of its activities and is to be
applauded for balancing social and environmental responsibilities
so well.
Coutts & Co – highly commended
The highly commended firm in this category attracted approving
comments for its staff-led diversity programme.
BEST WEALTH MANAGEMENT EXECUTIVE SEARCH FIRM (EUROPE)
Stephenson Executive Search
Described as tenacious, innovative, and respectful, the recipient
of this award is a family-owned headhunting firm dedicated to
this jurisdiction’s wealth management sector. Its
submission included a number of case studies that illustrated the
ethos that drives it forward.
BEST INTERNATIONAL FINANCE CENTRE
Jersey Finance
When it comes to innovating to stay ahead, complying with
international standards and keeping a global edge, this IFC
continues to impress. Judges liked its examples of continued
success and noted how it aims to position in a world after
Brexit.
BEST GLOBAL CUSTODIAN TO PRIVATE CLIENT BUSINESSES
BNY Mellon | Pershing - winner
Custody is a scale business and matching that with great client
service is a vital combination. The judges take the view that
this firm, which is backed by one of the largest financial firms
in the US, ticks all the right boxes.
Multrees Investor Services - highly
commended
The judges wanted to commend this firm for its bespoke approach
and attention to clients’ needs.
BEST WEALTH PLANNING TEAM
Close Brothers Asset Management
The firm’s wealth planning team provides a comprehensive offering
that extends to every element of its clients’ lives, doing so
with a mixture of traditional service and technology enablement.
BEST PHILANTHROPY OFFERING/ INITIATIVE
ABN AMRO Private Banking - winner
The judges loved their winner’s innovative pricing model, where
clients pay what they feel their advice is worth along with their
own donation approach to projects.
MOST PROMISING NEW ENTRANT
Tickr
MOST INNOVATIVE WEALTH MANAGEMENT MODEL
Tribe Impact Capital
Our winner offers a total focus on impact investing coupled with
rock-solid performance data thus proving that this investment
approach reaps rewards. We were impressed by how this firm pushes
boundaries to explain and act upon its ideas.
MOST PROMISING MERGER
Dolfin
This London-based wealth boutique opened for business in 2013 and
has grown to the extent that today it employs a team of more than
100 people with an international presence and its own bespoke
technology. "Its acquisition of Falcon Private Bank's
UK business in 2019 gave impetus to this growth to the extent
that its portfolio has gained an additional $1 billion in assets
and 300 new accounts."