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EXCLUSIVE: Shortlist Of Potential Winners For WealthBriefing European Awards 2017
Tom Burroughes
23 February 2017
Here is the list of wealth management firms and individuals shortlisted for the annual WealthBriefing Awards, to be announced in London on 11 May. For full details about the awards, including judging panel, venue, previous winners and logistics, click here. As we have seen from previous events, the awards evening will be a great opportunity for industry practitioners to catch up with friends, make new ones, and honour those who have set high standards in an industry passing through great change. UK PRIVATE BANKING CATEGORIES OVERALL UK PRIVATE BANK NOMINEES DOMESTIC CLIENTS TEAM NOMINEES INTERNATIONAL CLIENTS TEAM NOMINEES HNW TEAM NOMINEES UHNW TEAM NOMINEES CHARITY TEAM NOMINEES UK PRIVATE BANKING CATEGORIES BEST PRIVATE BANK – CLIENT SERVICE NOMINEES PRIVATE BANK – CUSTOMER FACING DIGITAL CAPABILITIES NOMINEES EUROPEAN PRIVATE BANKING CATEGORIES OVERALL EUROPEAN PRIVATE BANK NOMINEES EUROPEAN PRIVATE BANKING CATEGORIES DOMESTIC CLIENTS TEAM NOMINEES INTERNATIONAL CLIENTS TEAM NOMINEES UHNW TEAM NOMINEES BEST PRIVATE BANK – CLIENT SERVICE NOMINEES BEST PRIVATE BANK – INVESTMENT MANAGEMENT PLATFORM NOMINEES INVESTMENT MANAGEMENT CATEGORIES SPECIALIST WEALTH/PRIVATE INVESTMENT MANAGER – UNDER £5 BILLION AUM NOMINEES SPECIALIST WEALTH/PRIVATE INVESTMENT MANAGER – OVER £5 BILLION AUM NOMINEES ALTERNATIVE INVESTMENT MANAGER NOMINEES EXTERNAL ASSET MANAGEMENT PLATFORM AND OFFERING – EDITOR’S AWARD NOMINEES PRIVATE INVESTMENT OFFICE/ MULTI-FAMILY OFFICE NOMINEES ETF PROVIDER NOMINEES MARKETING/PR CATEGORIES BEST MARKETING OR PR CAMPAIGN NOMINEES PRIVATE CLIENT CATEGORIES PRIVATE CLIENT LAW FIRM NOMINEES OFFSHORE LAW FIRM NOMINEES PRIVATE CLIENT LAWYER NOMINEES FAMILY LAW LEGAL TEAM NOMINEES PENSIONS ADVISOR OF THE YEAR NOMINEES INDEPENDENT TRUST OR FIDUCIARY COMPANY NOMINEES INSTITUTIONAL TRUST OR FIDUCIARY COMPANY NOMINEES MANAGEMENT CONSULTANCY NOMINEES WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (TECH VENDORS ONLY) FRONT OFFICE SOLUTION NOMINEES TRANSACTION PROCESSING SOLUTION NOMINEES PORTFOLIO MANAGEMENT NOMINEES CLIENT COMMUNICATIONS NOMINEES CLIENT REPORTING NOMINEES COMPLIANCE NOMINEES CRM SYSTEM NOMINEES OUTSOURCING SOLUTION NOMINEES DATA PROVIDER NOMINEES RISK PROFILING SOLUTION NOMINEES RISK MANAGEMENT NOMINEES NOMINEES INNOVATIVE CLIENT SOLUTION NOMINEES CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION NOMINEES INNOVATIVE FINTECH SOLUTION NOMINEES WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (IN-HOUSE SOLUTIONS ONLY) INNOVATIVE CLIENT SOLUTION NOMINEES OTHER WEALTH MANAGEMENT CATEGORIES INTERNATIONAL FINANCE CENTRE NOMINEES GLOBAL CUSTODIAN NOMINEES WEALTH PLANNING TEAM NOMINEES PHILANTHROPY OFFERING/ INITIATIVE OF THE YEAR NOMINEES RISING STAR NOMINEES WOMEN IN WEALTH MANAGEMENT (INDIVIDUAL CONTRIBUTION) NOMINEES NOMINEES Winner will be announced at awards dinner LIFETIME ACHIEVEMENT Winner will be announced at awards dinner
Barclays
Citi Private Bank
Coutts
HSBC Private Banking
Rothschild Private Wealth
Barclays
HSBC Private Banking
Kleinwort Hambros
Citi Private Bank
HSBC Private Banking
UBS Wealth Management
Barclays
Coutts
HSBC Private Banking
Kleinwort Hambros
UBS Wealth Management
Citi Private Bank
Coutts
HSBC Private Banking
Lombard Odier
Rothschild Private Wealth
Close Brothers Asset Management
Rothschild Private Wealth
UBS Wealth Management
Waverton Investment Management
Barclays
Citi Private Bank
Lombard Odier
Barclays
Coutts
Lombard Odier
ABN AMRO Private Banking
BNP Paribas Wealth Management
Lombard Odier
Rothschild Private Wealth
Societe Generale Private Banking
ABN AMRO Private Banking
Banque Paris Bertrand Sturdza
Banque Internationale a Luxembourg
Nykredit Private Bank Elite
Banque Paris Bertrand Sturdza
Banque Internationale a Luxembourg
BNP Paribas Wealth Management
Citi Private Bank
HSBC Private Banking (Suisse) SA
Banque Paris Bertrand Sturdza
BNP Paribas Wealth Management
Citi Private Bank
ABN AMRO Private Banking
Citi Private Bank
Lombard Odier
REYL & Cie
Banque Paris Bertrand Sturdza
BNP Paribas Wealth Management
Lombard Odier
Union Bancaire Privee
ACPI Investments
Close Brothers Asset Management
Hassium Asset Management
Lincoln Private Investment Office
Saunderson House
Bordier UK
Rothschild Wealth Management
Standard Life Wealth
Avignon Capital
Signia Wealth
UBP
BNP Paribas Wealth Management
Hassium Asset Management
Lincoln Private Investment Office
Peritus Investment Consultancy
REYL & Cie
Stonehage Fleming
ETF Securities
Lyxor ETF
WisdomTree
Barclays
Lombard Odier
Phoenix Financial PR
Tilney Group
UBS Wealth Management & Headland
Anaford
Druces
Stephenson Harwood
Taylor Wessing
Bedell Cristin
Ogier
CS Global Partners – Micha-Rose Emmett
Druces – Robert Macro
Stephenson Harwood – James Quarmby
Taylor Wessing – Andrew Hine
Taylor Wessing – Emma Jordan
Charles Russell Speechlys
Kingsley Napley
Close Brothers Asset Management
Kleinwort Hambros
RiverPeak Wealth
Boston MFO
Intertrust
JTC Kensington.
Saffery Champness Registered Fiduciaries
Salamanca Group Trust & Fiduciary
ZEDRA Jersey
Northern Trust
RBC Wealth Management
EY
Gulland Padfield
Avaloq
ERI Banking Software
Expersoft Systems
Objectway
Salesforce
SS&C Advent
Avaloq
Calastone
ERI Banking Software
Expersoft Systems
BITA Risk
ERI Banking Software
Expersoft Systems
SS&C Advent
swissQuant Group
Tindeco Financial Services
Expersoft Systems
IBO
InvestCloud
Profile Software
SS&C Advent
WealthArc
Dorsum Co
Expersoft Systems
InvestCloud
SS&C
Vermilion - A FactSet Company
Expersoft Systems
Klarity Risk
Prometeia
Qumram
Thomson Reuters
Expersoft Systems
Invest Cloud
Salesforce
Tindeco Financial Services
Avaloq
Expersoft Systems
Pershing, a BNY Mellon Company
Platform Securities
SS&C
Financial Express
Prometeia
FactSet
BITA Risk
Dynamic Planner
Expersoft Systems
IBO
Profile Software
FactSet
Klarity Risk
Prometeia
swissQuant Group
Thomson Reuters
ON-BOARDING
Appway
Expersoft Systems
Objectway
Profile Software
Dorsum Co
IBO
SS&C
swissQuant Group
WealthArc
Expersoft Systems
Globacom Technologies
Objectway
ayondo
Hearsay Systems
Qumram
swissQuant Group
WealthArc
Barclays
BNP Paribas Wealth Management
Cadell + Co
Close Brothers Asset Management
REYL & Cie
Jersey
Guernsey
MALTA, represented by the Ministry for the Economy, Small Business and Investment
BNY Mellon Wealth Management
Platform Securities
Pershing, a BNY Mellon Company
Barclays
Close Brothers Asset Management
Mazars Wealth Management
Societe Generale Private Banking
UBS Wealth Management
Charities Aid Foundation
Close Brothers Asset Management
Coutts
National Philanthropic Trust UK
UBS Wealth Management
Barclays – Anthony Ward
Barclays – Robert Dabble
Northern Trust – David Clerey
Boston MFO – Katherine Ellis
Estera – Farah Ballands
OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY)
BNP Paribas Wealth Management
EY
LEADING INDIVIDUAL (BANKER)