Companies and individual luminaries in the European wealth management industry were honoured for their outstanding achievements at the inaugural WealthBriefing Awards 2013 event held at a place where people are used to sitting in judgement – the Royal Courts of Justice in London.
The awards, designed to recognise best practice in an industry challenged by ever-increasing client demands for service and returns in a difficult economic environment, were presented to firms across a variety of categories.
Organised by ClearView Financial Media - publisher of this website - the awards evening was hosted by BBC television presenter Sophie Raworth, and opened by Stephen Harris, managing director of ClearView Financial Media. Bruce Weatherill, chairman of ClearView Financial Media, well known as a leading expert on the wealth management sector, also addressed the audience. Another speaker was Martin Engdal, director of product marketing from Advent Software, the headline sponsor of the event at which about 400 guests were present.
Other sponsors were ABN Amro Private Banking; Agreus; BITA Risk; Canaccord Genuity; Dion; Phoenix Financial PR; Scorpio Partnership; Temenos, Dion Global Solutions and wealthmonitor.
Live music was provided by the electric string quartet, Stellini.
(Editor's note: ClearView Financial Media is particularly interested in any comments and suggestions from readers.)
The winners:
UK Private Bank – Domestic clients
Schroders Private Banking
UK Private Bank - International Clients Team
RBC Wealth Management
UK Private Bank – High Net Worth Team
Close Brothers Asset Management
UK Private Bank - Ultra High Net Worth Team
Rothschild
UK Private Bank - Wealth Planning Team
UBS
Swiss Private Bank - International Clients
UBS
Swiss Private Bank - High Net Worth Team
Credit Suisse
Swiss-based Private Bank - Ultra High Net Worth
Citi Private Bank
European Private Bank – Domestic Clients
ABN AMRO Private Banking
European Private Bank - International Client
BNP Paribas Wealth Management
European Private Bank - Ultra High Net Worth
BNP Paribas Wealth Management
European Private Bank - Wealth Planning
Societe Generale Private Banking
Investment Management - Specialist Wealth Manager
Heartwood
Investment Management - Private Investment Manager
Schroders Private Banking
Investment Product Provider
Fidelity Worldwide
Investment Management - Non-Traditional Investment Manager
HSBC Alternative Investments
Best Wealth Management Newcomer In 2013
Sorbus Partners
Best M&A Deal
Canaccord Genuity Wealth Management (formerly known as Collins Stewart Wealth Management.)
Best Online Marketing Campaign
Barclays
Best brand launch
Coutts
Private Client Advisors – Best Legal Team
Baker & McKenzie
Private Client Advisors - Best Tax and Accountancy Team
Deloitte
Private Client Advisors – Best Trust Team
RBC Wealth Management
Wealth Management Technology – Best Front-Office Solution
Equipos
Wealth Management Technology Best Transaction Processing Solution
ERI Bancaire
Wealth Management Technology - Best Global Custodian
Northern Trust
Best International Finance Centre
Jersey Finance Ltd
Best Charity team
J O Hambro Investment Management Ltd
Highly Commended Individual in the Wealth Management Industry
Jamie Berry, Berry Asset Management
Leading Individual in Wealth Management
Andrew Fisher, Towry
