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Judges Draw Up Shortlist For WealthBriefing Awards
Tom Burroughes
11 February 2013
As the clock ticks down towards the WealthBriefing Awards 2013 on 2 May in London, judges drawn from across the industry have worked through a mass of entries to produce a shortlist for 29 categories. On 1 March, the judges will re-convene to choose the final list of award nominees. The judging process required the panel to examine submissions sent in from dozens of institutions, ranging from private banks to wealth management technology businesses. The judges assessed the quality of the submissions in making their choices; they also brought to bear their own knowledge and judgement of the institutions concerned. The judges were only asked to consider institutions and persons who submitted entries. ClearView wants to reiterate its thanks to the judges who gave their time and attention to this process, and to all the organisations and individuals for their submissions. The shortlist: UK PRIVATE BANK – DOMESTIC CLIENTS Berenberg Bank C Hoare & Co Duncan Lawrie Private Banking Schroders Private Banking UK PRIVATE BANK – INTERNATIONAL CLIENTS Barclays HSBC Private Bank RBC Wealth Management UBS UK PRIVATE BANK – HNW TEAM Berenberg Bank Close Brothers Asset Management C Hoare & Co Schroders Private Banking UK PRIVATE BANK – UHNW TEAM Citi Private Bank Credit Suisse Rothschild UBS UK PRIVATE BANK – WEALTH PLANNING TEAM Barclays RBC Wealth Management Societe Generale Private Banking UBS SWISS PRIVATE BANK – INTERNATIONAL CLIENTS Credit Suisse Societe Generale Private Banking UBS SWISS PRIVATE BANK – HNW TEAM Credit Suisse Societe Generale Private Banking Union Bancaire Privee SWISS PRIVATE BANK - UHNW TEAM Citi Private Bank Credit Suisse Union Bancaire Privee EUROPEAN PRIVATE BANK – DOMESTIC CLIENTS ABN AMRO Private Banking BNP Paribas Wealth Management Societe Generale Private Banking EUROPEAN PRIVATE BANK – INTERNATIONAL CLIENTS ABN AMRO Private Banking BNP Paribas Wealth Management Societe Generale Private Banking EUROPEAN PRIVATE BANK – UHNW TEAM ABN AMRO Private Banking BNP Paribas Wealth Management Societe Generale Private Banking EUROPEAN PRIVATE BANK – WEALTH PLANNING TEAM ABN AMRO Private Banking Societe Generale Private Banking INVESTMENT MANAGEMENT AWARDS – SPECIALIST WEALTH MANAGER Berry Asset Management Collins Stewart Wealth Management Heartwood London & Capital INVESTMENT MANAGEMENT AWARDS – PRIVATE INVESTMENT MANAGER Berry Asset Management Heartwood Schroders Private Banking Standard Life Wealth INVESTMENT MANAGEMENT AWARDS – INVESTMENT PRODUCT PROVIDER Close Brothers Asset Management Fidelity Worldwide Skagen Funds Source UK Services INVESTMENT MANAGEMENT AWARDS – NON-TRADITIONAL INVESTMENT MANAGER HSBC Alternative Investments Source UK Services INVESTMENT MANAGEMENT AWARDS – MULTI-FAMILY OFFICE/PRIVATE INVESTMENT OFFICE Kleinwort Benson Private Investment Office Sorbus Partners MARKETING CAMPAIGN AWARDS – ONLINE CAMPAIGN Barclays HSBC Private Bank RBC Wealth Management MARKETING CAMPAIGN AWARDS – BRAND LAUNCH Coutts Duncan Lawrie Private Banking PRIVATE CLIENT AWARDS – LEGAL TEAM Baker & McKenzie Carey Olsen Taylor Wessing Vardags Solicitors PRIVATE CLIENT AWARDS – TAX AND ACCOUNTANCY TEAM Baker & McKenzie BDO Deloitte Saffery Champness Chartered Accountants PRIVATE CLIENT AWARDS – TRUST COMPANY Barclays Collas Crill Trust Northern Trust RBC Wealth Management WEALTH MANAGEMENT TECHNOLOGY OFFERING AWARDS – FRONT OFFICE SOLUTION BITA Risk Equipos Finantix Temenos WEALTH MANAGEMENT TECHNOLOGY OFFERING – TRANSACTION PROCESSING SOLUTION Advent Software ERI Bancaire WEALTH MANAGEMENT TECHNOLOGY OFFERING AWARDS – GLOBAL CUSTODIAN Northern Trust RBC Wealth Management OTHER WEALTH MANAGEMENT AWARDS – INTERNATIONAL FINANCE CENTRE Guernsey Jersey Finance OTHER WEALTH MANAGEMENT AWARDS – M&A DEAL ABN Amro Collins Stewart OTHER WEALTH MANAGEMENT AWARDS – CHARITY TEAM JOHIM UBS OTHER WEALTH MANAGEMENT AWARDS – LEADING INDIVIDUAL/RISING STAR Berry Asset Management – Jamie Berry London & Capital – Daniel Freedman Saffery Champness Chartered Accountants – Tim Gregory Societe Generale Private Banking – Jon Needham Towry – Andrew Fisher