United Kingdom Private Banking Categories
OVERALL UK PRIVATE BANK
NOMINEES

Barclays Private Bank
Brown Shipley, a Quintet Private Bank 
Coutts
EFG Private Bank
HSBC Private Banking
Kleinwort Hambros
Lombard Odier

DOMESTIC CLIENTS TEAM 

NOMINEES
Barclays Private Bank
EFG Private Bank
Kleinwort Hambros

INTERNATIONAL CLIENTS TEAM 

NOMINEES
Barclays Private Bank
Brown Shipley, a Quintet Private Bank
EFG Private Bank
HSBC Private Banking

HNW TEAM 

NOMINEES
Coutts
EFG Private Bank
HSBC Private Banking

UHNW TEAM 

NOMINEES
Coutts
EFG Private Bank
HSBC Private Banking
Kleinwort Hambros
Lombard Odier

CHARITY TEAM 

NOMINEES
Barclays Private Bank
HSBC Private Banking

BEST PRIVATE BANK – CLIENT SERVICE 

Winner to be announced at awards dinner.

BEST PRIVATE BANK – INVESTMENT MANAGEMENT PLATFORM 

NOMINEES
Lombard Odier
Multrees Investor Services

BEST PRIVATE BANK – TALENT MANAGEMENT AND DIVERSITY

Winner to be announced at awards dinner.

PRIVATE BANK – BEST CREDIT PROVIDER 

NOMINEES
Brown Shipley, a Quintet Private Bank
EFG Private Bank

PRIVATE BANK CUSTOMER FACING DIGITAL (INVESTMENTS) 

Winner to be announced at awards dinner.

European Private Banking Categories
OVERALL EUROPEAN PRIVATE BANK 

NOMINEES
ABN AMRO Private Banking
Banque Paris Bertrand
BNP Paribas Wealth Management
Julius Baer
Lombard Odier
REYL & Cie
Schroder & Co Bank
Societe Generate Private Banking

DOMESTIC CLIENTS TEAM 

NOMINEES
ABN AMRO Private Banking
Bank Paris Bertrand
BNP Paribas Wealth Management
Nykredit Private Banking

INTERNATIONAL CLIENTS TEAM 

NOMINEES
Schroder & Co Bank
SYZ Capital

HNW TEAM 

NOMINEES
BNP Paribas Wealth Management
REYL & Cie

UHNW TEAM

NOMINEES
Banque Paris Bertrand
BNP Paribas Wealth Management
REYL & Cie
Societe Generale Private Banking

BEST PRIVATE BANK – CLIENT SERVICE 

NOMINEES
Banque Paris Bertrand
Lombard Odier
Nykredit Private Banking
REYL & Cie
Schroder & Co Bank
Societe Generale Private Banking 
SYZ Capital

BEST PRIVATE BANK – INVESTMENT MANAGEMENT PLATFORM 

NOMINEES
BNP Paribas Wealth Management
Lombard Odier

BEST PRIVATE BANK – TALENT MANAGEMENT 

Winner to be announced at awards dinner.

PRIVATE BANK – BEST CREDIT PROVIDER 

NOMINEES
BNP Paribas Wealth Management
Societe Generale Private Banking
    
PRIVATE BANK CUSTOMER FACING DIGITAL CAPABILITIES (BANKING) 

NOMINEES
ABN AMRO Private Banking
Societe Generale Private Banking 

BEST WEALTH MANAGEMENT BUSINESS SERVICING CENTRAL OR EASTERN EUROPE REGION

NOMINEES
BNP Paribas Wealth Management Polska
UBP

BEST WEALTH MANAGEMENT BUSINESS SERVICING THE PRINCIPALITY OF MONACO

Winner to be announced at awards dinner.

Investment Management Categories
SPECIALIST WEALTH MANAGER

NOMINEES
Bordier UK
Capitalium Advisors
Julius Baer
London & Capital
SYZ Capital

SPECIALIST INVESTMENT MANAGER  

NOMINEES
Capitalium Advisors 
Greystone 
Impax Asset Management
Julius Baer 
Skenderbeg Investment Management 
Tribe Impact Capital 

PRIVATE INVESTMENT OFFICE

NOMINEES
CapGen Partners
Lincoln Private Investment Office
Sanlam
Wren Investment Office

MULTI FAMILY OFFICE

NOMINEES
Artorius 
Capitalium Advisors
Crestbridge
JTC
Stonehage Fleming
VTB Bank 

FUND MANAGER

NOMINEES
Banque Paris Bertrand
Block Asset Management
Greystone
Sanlam
Skenderbeg Investment Management

INVESTMENT PRODUCT PROVIDER

Winner to be announced at awards dinner.

ALTERNATIVE INVESTMENT MANAGER

NOMINEES
Avignon Capital
BNP Paribas Wealth Management
Gresham House
Skenderbeg Investment Management
SYZ Capital

EXTERNAL ASSET MANAGEMENT PLATFORM AND OFFERING 

NOMINEES
Dolfin
Evooq
Julius Baer

PLATFORM PROVIDER

NOMINEES
Dolfin
Evooq
Overstone

ETF PROVIDER

Winner to be announced at awards dinner.

Marketing/PR Categories
BEST MARKETING or PR CAMPAIGN

NOMINEES
Barclays Private Bank – Evolution of Evolution
Barclays Private Bank – Smarter Giving Campaign
Dolfin
Lombard Odier
Sanlam

Private Client Categories
PRIVATE CLIENT LAW FIRM

NOMINEES
Druces 
Stephenson Harwood

OFFSHORE LAW FIRM 

NOMINEES
Carey Olsen
Ogier

PRIVATE CLIENT LAWYER 

NOMINEES
Druces – Robert Macro
Stephenson Harwood – Emily Osborne

INDEPENDENT TRUST OR FIDUCIARY COMPANY  

NOMINEES
Accuro 
Crestbridge 
Highvern Trustees 
Intertrust 
IQ-EQ 
JTC 
OAK Group 

INSTITUTIONAL TRUST OR FIDUCIARY COMPANY

NOMINEES
Kleinwort Hambros
RBC Wealth Management

ESTATE PLANNING

Winner to be announced at awards dinner.

MANAGEMENT CONSULTANCY

NOMINEES
Alpha Financial Markets Consulting
EY
Sionic

Wealth Management Technology Categories
(Tech vendors only)
NOMINEES
AM-One 
Avaloq
Evooq
Expersoft Systems 
Finantix 
Profile Software 
SS&C Advent 
swissQuant Group 

TRANSACTION PROCESSING SOLUTION

NOMINEES
AM-One
Avaloq
ERI Banking Software
Expersoft Systems

PORTFOLIO MANAGEMENT  

NOMINEES
AM-One
BITA Risk
ERI Banking Software
Evooq 
Expersoft Systems
SS&C Advent 
swissQuant Group 
Tindeco Financial Services 

CLIENT COMMUNICATIONS

NOMINEES
AM-One
Dorsum 
Expersoft Systems
FundCount
SS&C Vision FI

CLIENT REPORTING

NOMINEES
AM-One
Dorsum 
Expersoft Systems
FundCount
Prometeia
SimCorp Coric
SS&C Advent
TechRules

COMPLIANCE

NOMINEES
AM-One
ERI Banking Software
Expersoft Systems
Fenergo
KlarityRisk
Know Your Customer
Prometeia

CRM SYSTEM

NOMINEES
AM-One
Expersoft Systems
Tindeco Financial Services  

OUTSOURCING SOLUTION

NOMINEES
AM-One
Avaloq
Expersoft Systems
GPP Group
Multrees Investor Services
Overstone
BNY Mellon | Pershing
SEI Wealth Platform

DATA PROVIDER

NOMINEES
FactSet
FE fundinfo
Morningstar UK 
Preqin

CLIENT ACCOUNTING

Winner to be announced at awards dinner.

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