Congratulations to the winners and those who made it to the shortlist. 

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (TECH VENDORS ONLY)

FRONT OFFICE SOLUTION 

WINNER
Expersoft Systems

TRANSACTION PROCESSING SOLUTION 

WINNER
ERI Banking Software

PORTFOLIO MANAGEMENT 

WINNER
BITA Risk

CLIENT COMMUNICATIONS 

WINNER
InvestCloud – Joint winner
SS&C Technologies – Joint winner

CLIENT REPORTING 

WINNER
BRT

COMPLIANCE 

WINNER
CUBE

CRM SYSTEM 

WINNER
Wealth Dynamix

OUTSOURCING SOLUTION 

WINNER
Multrees

DATA PROVIDER 

WINNER/HIGHLY COMMENDED
Thomson Reuters - Winner
SIX – Highly Commended

CLIENT ACCOUNTING 

WINNER
FundCount

RISK PROFILING SOLUTION 

WINNER
swissQuant Group

RISK MANAGEMENT

WINNER
Tindeco  

ON-BOARDING 

WINNER
Appway

INNOVATIVE CLIENT SOLUTION 

WINNER
MASTTRO - Winner
Objectway – Highly Commended

CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION 

WINNER
IRESS

INNOVATIVE FINTECH SOLUTION 

WINNER
WealthObjects

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (IN-HOUSE SOLUTIONS)

INNOVATIVE CLIENT SOLUTION 

WINNER
Coutts & Co

MARKETING/PR CATEGORIES

BEST MARKETING OR PR CAMPAIGN 

WINNER
Lombard Odier

PRIVATE CLIENT CATEGORIES

PRIVATE CLIENT LAW FIRM 

WINNER
Anaford Attorneys - Highly commended
Stephenson Harwood - Winner

PRIVATE CLIENT LAWYER 

WINNER
Druces – Robert Macro

PENSIONS ADVISOR OF THE YEAR 

WINNER
Sanlam

MANAGEMENT CONSULTANCY 

WINNER
EY

INDEPENDENT TRUST OR FIDUCIARY COMPANY 

WINNER
JTC

INSTITUTIONAL TRUST OR FIDUCIARY COMPANY - EDITOR’S AWARD

RBC Wealth Management

TAX/ACCOUNTANCY TEAM - EDITOR’S AWARD

BDO

INVESTMENT MANAGEMENT CATEGORIES

ETF PROVIDER 

WINNER
Lyxor ETF

PLATFORM PROVIDER 

WINNER
Wealth Objects

EXTERNAL ASSET MANAGEMENT PLATFORM AND OFFERING 

WINNER
Union Bancaire Privee

ALTERNATIVE INVESTMENT MANAGER 

WINNER
Gresham House

FUND MANAGER 

WINNER
Sanlam

MULTI-FAMILY OFFICE 

WINNER
Stonehage Fleming

PRIVATE INVESTMENT OFFICE 

WINNER
Capital Generation Partners

SPECIALIST INVESTMENT MANAGER 

WINNER
Tribe Impact Capital

SPECIALIST WEALTH MANAGER 

WINNER
ACPI Investments

EUROPEAN PRIVATE BANKING CATEGORIES

BEST PRIVATE BANK CUSTOMER FACING DIGITAL (INVESTMENTS) 

WINNER
BNP Paribas Wealth Management

BEST PRIVATE BANK – BEST CREDIT PROVIDER 

WINNER
Union Bancaire Privee

BEST PRIVATE BANK – INVESTMENT MANAGEMENT PLATFORM 

WINNER
Lombard Odier

BEST PRIVATE BANK – CLIENT SERVICE 

WINNER
Banque SYZ

UHNW TEAM 

WINNER
BNP Paribas Wealth Management

INTERNATIONAL CLIENTS TEAM 

WINNER
Mirabaud & Cie

DOMESTIC CLIENTS TEAM 

WINNER
ABN AMRO Private Banking

OVERALL EUROPEAN PRIVATE BANK

WINNER
BNP Paribas Wealth Management

UK PRIVATE BANKING CATEGORIES

BEST PRIVATE BANK – CLIENT SERVICE 

WINNER
Rothschild Private Wealth

CHARITY TEAM 

WINNER
Waverton Investment Management

WEALTH PLANNING TEAM 

WINNER
UBS Wealth Management

UHNW TEAM 

WINNER
HSBC Private Banking

HNW TEAM 

WINNER
Coutts & Co

INTERNATIONAL CLIENTS TEAM 

WINNER
HSBC Private Banking

OVERALL UK PRIVATE BANK 

WINNER/HIGHLY COMMENDED
HSBC Private Banking - Winner
Kleinwort Hambros – Highly Commended

SPECIAL WEALTH MANAGEMENT CATEGORIES

CORPORATE SOCIAL RESPONSIBILITY/ DIVERSITY 

WINNER
Tribe Impact Capital

INTERNATIONAL FINANCE CENTRE 

WINNER
Dubai International Financial Centre

GLOBAL CUSTODIAN TO PRIVATE CLIENT BUSINESSES 

WINNER
Multrees

PHILANTHROPY OFFERING/ INITIATIVE OF THE YEAR 

WINNER
Coutts & Co

LEADERSHIP CATEGORIES

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (INDIVIDUAL) 

WINNER
Sebastian Dovey

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY) 

WINNER
EY

LEADING INDIVIDUAL 

WINNER
Stephenson Harwood – James Quarmby