Awards
EXCLUSIVE: Winners Of WealthBriefing European Awards 2020

BEST ALTERNATIVE INVESTMENT MANAGER
Gresham House
Our winner is a dedicated alternatives house that has shown truly
excellent performance and strong asset growth off the back of
that. A worthy winner.
BEST EXTERNAL ASSET MANAGEMENT PLATFORM AND OFFERING
Julius Baer
The needs of intermediaries are at the heart of our winner’s
strategy and it has shown real efforts to give external assets
managers cutting-edge technology.
BEST PLATFORM PROVIDER
Evooq
Judges recognised that the business has achieved impressive
growth in a number of hotly contested markets. They also wished
to commend it for providing a clear explanation of its unique
selling points to wealth managers.
BEST ETF PROVIDER
DWS XTrackers
BEST WEALTH MANAGEMENT BUSINESS SERVICING the PRINCIPALITY of
MONACO
BNP Paribas Wealth Management
The winner offers clients highly specialised solutions fine-tuned
to the needs and demands of this unique local market. Clients
also have the reassurance of the backing of a major international
banking enterprise. Other than a dedicated private banker,
clients also have access to a local office brimming with
expertise in a range of specialisms including advisory,
discretionary portfolio management, wealth planning, real estate,
yacht and jet financing and compliance.
BEST WEALTH MANAGEMENT BUSINESS SERVICING THE CENTRAL OR EASTERN
EUROPE REGION
UBP
Judges thought their winner evidenced strengths across this
region, noted its double digital growth and commented on its team
banking approach. Its Russian-speaking investment advisory team
and currencies capabilities also impressed.
BEST EUROPEAN PRIVATE BANK CUSTOMER FACING DIGITAL CAPABILITIES
ABN AMRO Private Banking
The judges were particularly impressed by their winner’s
“investment butler” and efforts to bring wealth management to
life through digital engagement.
BEST EUROPEAN PRIVATE BANK CREDIT PROVIDER
Societe Generale Private Banking
The metrics provided in the winning firm’s entry told a strong
story of growth and commitment to innovation. Its
comprehensive credit offering for sophisticated clients drew the
panel to a unanimous verdict in their favour.
BEST EUROPEAN PRIVATE BANK – TALENT MANAGEMENT
Nykredit Private Banking
Judges were attracted to the way their winner ensures that
recruits not only have solid foundational skill sets but are also
emotionally intelligent with a high EQ.
KPIs are team-oriented with mid-level management holding
motivational and performance meetings, and offering a range of
additional support including meditation.
BEST EUROPEAN PRIVATE BANK – INVESTMENT MANAGEMENT PLATFORM
Lombard Odier
The bank provides a quality investment management platform and an
innovative technology approach that in the judges’ view are
highly distinctive.
BEST EUROPEAN PRIVATE BANK – CLIENT SERVICE
Nykredit Private Banking
This year’s winner has made admirable efforts over the last year
to focus on systematising the provision of surprise and delight
moments for its portfolio of clients.
Lombard Odier – highly commended
Our panel wished to commend this firm for the focus it places on
driving innovation across its work for clients, and not just
technologically.
BEST HNW TEAM - EUROPE
BNP Paribas Wealth Management
The winning entry for this category clearly demonstrated a
tailored approach to clients’ needs which showed accelerating
digital transformation to facilitate the client journey in a
thoughtful way.
BEST UHNW TEAM - EUROPE
Societe Generale Private Banking
The panel recognised that the attractions of this bank’s offering
to ultra-high net worth clients was underscored by strong client
growth. They particularly liked the synergies with the wider
banking group as presented in their excellent submission.
BEST INTERNATIONAL CLIENTS TEAM - EUROPE
Schroder & Co Bank
Throughout 2019 our winner has progressively developed its
international team operating from Switzerland and the UK. The
judging panel were also impressed by its total commitment in this
field and strong financial performance over the year.
BEST DOMESTIC EUROPEAN CLIENTS TEAM
BNP Paribas Wealth Management
Size, rating and innovation all impressed; the winner of this
category that also demonstrated a comprehensive offering that
ticked all the judges’ boxes.
BEST OVERALL EUROPEAN PRIVATE BANK
ABN AMRO Private Banking
In this instance our winner showed an admirable focus on
proactively going out to clients and unflinchingly asking for
guidance on how they can improve to reinvent the customer
experience. Strong NPS scores and a sustainability focus also
really impressed the judges.
BEST PRIVATE BANK CUSTOMER FACING DIGITAL (Investments) - UK
EFG Private Bank
The winner of this award is one of Switzerland’s largest private
banks with 40 locations worldwide and a listing on the SIX Swiss
Exchange. It appreciates that it carries responsibility for
managing client and staff relationships built on teamwork, trust,
respect, top class communication, empathetic support and a shared
vision.
BEST PRIVATE BANK – CREDIT PROVIDER - UK
Brown Shipley, a Quintet Private Bank
With a demonstrable focus on the real-life solutions to client’s
requirements, and by innovating their credit offering in a
responsive way this bank was regarded as a worthy winner of this
category.
BEST PRIVATE BANK – TALENT MANAGEMENT and DIVERSITY - UK
Barclays Private Bank
This year’s winner is one of the UK’s largest personal, business,
corporate, and investment banking groups, with a global presence
reaching back 325 years.
Judges were intrigued and impressed by Its “colleague forum”,
designed to ensure the development of mutual interests across
staff has four elements: “Nurtured Development”, “Belonging and
Engagement”, “Diversity and Inclusion”, and “Right People, Right
Culture”.
BEST PRIVATE BANK – INVESTMENT MANAGEMENT PLATFORM - UK
Multrees Investor Services
A comprehensive offering within the UK marketplace with strong
evidence of the firm continuing to upgrade its platform.
BEST PRIVATE BANK – Client Service - UK
Lombard Odier
Our winner is able to draw on 220 years’ history of dedicated
client service and stability. It offers clients a clear
strategy and proposition that combines the best of its universal
banking and multi- family office/independent offerings. In
2019, it enriched this approach with a bespoke, discretionary
investment service centred on a holistic “goal-based” approach
that benefits on a new version of its award-winning e-banking
interface.
BEST UK CHARITY TEAM
Barclays Private Bank
This bank maintains a really impressive focus on upskilling
trustees and providing accessible, actionable thought-leadership
for them. It also offers an impressive array of metrics which
served to convince judges of their winning credentials in a
tightly contested field.
BEST HNW TEAM - UK
Coutts
The panel said it was impressed with their winner’s relationship
focus and ambitions to deliver a digitally enabled service model
in this tightly contested category.
BEST UHNW TEAM - UK
HSBC Private Banking
The winner impressed with its deep and broad offering which, when
combined with a highly experienced team made for a very
impressive entry. Even the most sophisticated of UHNW investors
would find little missing here.
BEST UK-BASED INTERNATIONAL CLIENTS TEAM
HSBC Private Banking
Our panel praised the bank’s strong commitment to its
international client’s business, and this is reflected in its AuM
and client growth figures. In summary our winner offers an
excellent platform for international clients.
BEST DOMESTIC CLIENTS TEAM
Barclays Private Bank
The winning team in this category stood out for its synergies
with the wider banking group and strong growth figures. Its
submission also showed a clear emphasis on the team’s expertise
and collaborative approach; factors which really made its
submission stand out in a tight field.
BEST OVERALL UK PRIVATE BANK
Coutts
In a strong field, this bank stood out for creating a real sense
of community for its clients and bringing a comprehensive, rich
offering to complement its iconic brand.
OUTSTANDING CONTRIBUTION to WEALTH MANAGEMENT THOUGHT LEADERSHIP
(company)
EY
The depth and breadth of the material provided by this firm,
whether it is on technology, Brexit, business models or client
experience, is vast, and hard to ignore.
OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP
(INDIVIDUAL)
Stephane Monier - Lombard Odier
The panel regarded their winner as a truly prolific
thought-leader whose output is engaging for technical specialist
and “lay” end-investor alike. His commentaries cut right to
the heart of the issues he addresses, with many focused on
sustainability themes that are so important today. Judges said
his is a very important voice as the industry evolves.
LEADING INDIVIDUAL (advisor)
Rachel Reynolds, Ogier
The sheer volume of the impressive casework conducted by this
person, coupled with the range of her expertise, were regarded as
big pluses. As head of her firm’s global disputes resolution team
and having been the first female partner in its Cayman office,
she is a standout lawyer in her field.
LEADING INDIVIDUAL (BANKER)
David Treen - Barclays Private Bank
Our winner has enjoyed a meteoric rise as a private banker having
initially begun work as a farmer. He has brought his firm a very
impressive amount of assets and is evidently a key player in the
further strategic development of the business.