Eleventh Annual WealthBriefing MENA Awards for Excellence 2024 | Clearview Publishing | TBA

Details coming soon.

2023 Winners

EAM Categories

Overall External Asset Manager
• CdR Capital Limited

AuM up to US$ 1 Billion
• GSB

Family Office Proposition by an EAM in the MENA Region
• Picard Angst MEA

Investment Process
• FormInvest AG

Leading Female Executive
• GSB – Alison Whatnall

CEO
• FinMark Capital Limited – Renoy Kundukulam

Private Banking Categories

Private Bank – MENA Region
• BNP Paribas Wealth Management

Overall International Private Bank (HQ outside MENA region)
• Lombard Odier

Asia-Based Private Bank Active in MENA
• Patronus Wealth Privé (DIFC) Limited

Best Boutique Private Bank
• Union Bancaire Privée, UBP SA

Pure Play Private Bank
• LGT Middle East

Private Bank Servicing the Expat Community
• Emirates NBD Private Banking

Private Bank Servicing Clients with Investable Assets between US$1M-US$5M
• Mirabaud (Middle East)

Private Bank Servicing Clients with Investable Assets between US$5M-US$25M
• Patronus Wealth Privé (DIFC) Limited

Private Bank Servicing Clients with Investable Assets over US$25M
• Indosuez Wealth Management

Private Bank Servicing NRI/NRP Clients
• Deutsche Bank AG

Most Promising New Private Bank Proposition
• Habib Bank AG Zurich (DIFC branch)

Private Bank – Client Digital Offering
• Mashreq Private Banking

Private Bank – Overall Client Service
• Nedbank Private Wealth

Private Bank – Philanthropy Offering
• LGT Middle East

Private Bank – ESG Offering
• BNP Paribas Wealth Management

Private Bank – Discretionary Portfolio Management (DPM) Offering
• FAB Private Banking

Private Bank – Credit Provider
• Indosuez Wealth Management

Private Bank – Private Equity Offering
• BNP Paribas Wealth Management

Private Bank – Investment Management Platform
• Mashreq Private Banking

Shariah-Compliant Wealth Management Offering
• Lombard Odier

Private Bank External Asset Manager (EAM) Platform
• Mirabaud (Middle East)

Private Banking Service Focusing on the Requirements of UHNW Woman
• Mirabaud (Middle East)

Private Bank Wealth Planning Team
• HSBC Global Private Banking

Individual Country or Regional Categories

Private Bank or Wealth Manager Servicing United Arab Emirates
• FAB Private Banking

Private Bank or Wealth Manager Servicing The Kingdom of Saudi Arabia
• FAB Private Banking

Private Bank or Wealth Manager Servicing The State of Kuwait
• Kuwait Financial Centre “MARKAZ”

Wealth Manager Servicing Qatar
• QNB

Servicing Turkish Clients
• Mirabaud (Middle East)

Investment Categories (MENA)

Overall Private Bank Investment Team
• Mashreq Private Banking

Multi-Family Office (MFO)
• Bearbull Global Investments Group Limited

Private Client/Consultancy Categories

Legal Advice Provision for UHNW individuals, Families or Wealth Managers
• Al Tamimi & Company

Accounting Provision for Servicing Private Clients
• Gulf Tax Accounting Group

Management Consultancy
• EY MENA

Estate Planning Service
• Hourani & Partners

Family Office Advisory Offering
• M/HQ

Family Office Governance Service Provision
• PwC International Private Wealth & Family Office

Investment Management Categories

Overall Fund Manager – Regional and/or Global Reach
• REYL Finance (MEA) Ltd.

Structured Product Provider
• Picard Angst MEA

Real Estate Investment Proposition or Service
• BNP Paribas Wealth Management

Private Market Offering
• Picard Angst MEA

Alternatives Offering
• The DXB Watch Fund

Digital Assets Offering
• Amdax

Trust Company Categories

Institutional Trust and Fiduciary Company
• TMF Group

Independent Trust or Fiduciary Company
• Crestbridge Family Office Services

Trust and Fiduciary Company with Headquarters outside the MENA Region
• Vistra

Family Office Service Provision
• Accuro

Succession and Estate Planning
• Ocorian

Foundation Creation
• M/HQ

Family Office Categories (MENA)

Wealth Manager Servicing Family Offices
• BNY Mellon Wealth Management

Next Generation (Next-Gen) Programme or Service
• EY MENA

Technology Categories – Non-banking Companies

CRM Solution
• Wealth Dynamix

Front Office Solution
• SS&C Advent

Transaction Processing Solution
• Ebury

Compliance/ Regtech Solution
• Rethink ME Ltd

Innovative Wealth Management Client Solution
• swissQuant

Client Reporting Solution
• Comarch

Client Communications Solution
• FundCount

Most Innovative Overall Fintech Solution
• Comarch

Innovative Use of Artificial Intelligence
• IntellectAI

Special Wealth Management Categories

International Financial Centre (IFC)
• Jersey Finance

Most Innovative Wealth Management Model
• Standard Chartered Bank

Corporate Services
• SFM Corporate Services

Leadership and Individual Categories

Leading Private Bank Chief Executive Officer
• Barclays Private Bank – Rasha Badawi

Leading Woman in Wealth Management
• Barclays Private Bank – Rasha Badawi

Wealth Management Rising Star under 40
• Standard Chartered Bank – Gaurav Sharma

Leading Individual
• Taurus Wealth Advisors Limited – Suhail Moosa