The Eleventh Annual WealthBriefing European Awards 2023 | ClearView Financial Media Ltd. | 16 December 2022 | London Marriott Hotel Grosvenor Square, Grosvenor Square, London W1K 6JP, UK

WealthBriefing is excited to announce the launch of its 2023 European Awards programme.

Now celebrating its eleventh anniversary, and building on the long-standing success of its independent judging process, nominations for the Eleventh Annual WealthBriefing Awards 2023 are now open.

Having reported on the wealth management industry for nearly 20 years and being responsible for many research reports specifically covering European wealth management market, WealthBriefing is well placed to oversee a process that fairly rewards achievement, top class performance and innovation.

Categories

European Wealth Management Categories
• Overall European Private Bank
• Domestic Clients Team
• International Clients Team
• HNW Team
• UHNW Team
• Private Bank - Client Service
• Private Bank - Investment Management Platform
• Private Bank - Client Initiative
• Private Bank - Talent Management
• Private Bank - Credit Provider
• Private Bank - Leadership Team
• Private Bank - Operations Team
• Private Bank - Customer Facing Digital Capabilities (Banking)
• Private Bank - Customer Facing Digital Capabilities (Investments)
• Private Bank - Wealth Planning Team
• Private Bank - International Wealth Planning Team
• Wealth Management Business - Benelux Region
• Wealth Management Business - Nordic Region
• Wealth Management Business - Iberian Region
• Wealth Management Business - Central Or Eastern European Region
• Wealth Management Business - The Principality Of Monaco

United Kingdom Private Banking Categories
• Overall UK Private Bank
• Domestic Clients Team
• Private Bank - International Clients Team
• Private Bank - Operations Team
• HNW Team
• UHNW Team
• Wealth Planning Team
• International Wealth Planning Team
• Private Bank - Client Initiative
• Charity Team
• Private Bank - Client Service
• Private Bank - Investment Management Platform
• Private Bank - Leadership Team
• Private Bank - Talent Management & Diversity
• Private Bank - Best Credit Provider
• Private Bank - Customer Facing Digital Capabilities (Banking)
• Private Bank - Customer Facing Digital Capabilities (Investments)

Investment Management Categories
• Specialist Investment Manager With Assets Under Management Up To £2 Billion
• Specialist Investment Manager With Assets Under Management Between £2-5 Billion
• Specialist Investment Manager With Assets Under Management Over £5 Billion
• Specialist Wealth Manager With Assets Under Management Up To £2 Billion
• Specialist Wealth Manager With Assets Under Management Between £2-5 Billion
• Specialist Wealth Manager With Assets Under Management Over £5 Billion
• Investment Consultancy
• Private Investment Office
• Multi Family Office Up To £1 Billion Assets Under Management
• Multi Family Office Between £2-3 Billion Assets Under Management
• Multi Family Office Over £3 Billion Assets Under Management
• Fund Manager
• Investment Product Provider
• Alternative Investment Manager (Bank/Institutional)
• Alternative Investment Manager (Independent)
• External Asset Management Platform & Offering
• Platform Provider
• ETF Provider
• FX Solution Provider
• Structured Product Provider
• Most Innovative Thematic Proposition
• Discretionary Fund Management (DFM) Offering
• Digital Assets Fund Manager

Private Client Categories
• Private Client Law Firm
• Offshore Law Firm
• Private Client Lawyer
• Family Law Legal Team
• Pensions Advisor Of The Year
• Tax Team
• Accountancy Team
• Independent Trust Or Fiduciary Team
• Institutional Trust Or Fiduciary Team
• Estate Planning
• Management Consultancy
• Wealth Planning

Wealth Management Technology Categories (Vendors)
• Overall Front Office Solution Provider
• Transaction Processing Solution
• Portfolio Management
• Client Communications
• Client Reporting
• Compliance
• CRM System
• Client Lifecycle Management Solution
• Data Provider
• Client Accounting
• Suitability Product
• Risk Management
• On-boarding
• Innovative Client Solution B2B
• Innovative Client Solution B2C
• Change Management Process/Best Implementation Of A Technology Solution
• Innovative Wealthtech Solution B2B
• Innovative Wealthtech Solution B2C
• Innovative Use Of Artificial Intelligence
• Best Technology Outsourcing Solution
• Best Blockchain-based Sourcing Solution
• Robo-Advisory Solution
• Chief Technology Officer
• Chief Executive Officer (New)

Wealth Management Technology Categories (In- House)
• Innovative Client Solution
• Change Management Process/Best Implementation Of A Technology Solution
• Most Effective On-boarding Procedure By A Wealth Management Firm
• Innovative Use Of Artificial Intelligence

Specialist Wealth Management Categories
• Marketing Or PR Campaign (Online, Print, Brand Launch/Relaunch)
• Use Of Social Media
• Cyber Security
• Corporate Social Responsibility
• Diversity And Inclusion In Wealth Management (Company)
• Wealth Management Executive Search Firm (Europe)
• International Finance Centre
• Global Custodian To A Private Client Business
• Philanthropy Offering/Initiative Of The Year
• Most Promising New Entrant
• Most Innovative Wealth Management Model
• Most Promising Merger
• M&A Advisor
• Excellence In Servicing North American Clients
• ESG

Leadership And Individual Categories
• Leading Individual (Banker)
• Leading Individual (Advisor)
• Outstanding Contribution To Wealth Management Thought Leadership (Individual)
• Outstanding Contribution To Wealth Management Thought Leadership (Company)
• Women In Wealth Management (Individual Contribution)
• Women In Wealth Management (Company Contribution)
• Diversity In Wealth Management (Company)
• Chief Executive Officer
• Chief Investment Officer
• Chief Operating Officer
• Rising Star Under 30
• Rising Star Under 40
• Lifetime Achievement

2022 Winners

United Kingdom Private Banking Categories

Overall UK Private Bank
• Barclays Private Bank

UK Domestic Clients Team
• Kleinwort Hambros

UK International Clients Team
• Standard Chartered

UK HNW Team
• Citibank UK Limited

UK UHNW Team
• HSBC Private Banking

UK Wealth Planning Team
• Investec

UK International Wealth Planning Team
• HSBC Private Banking

UK Client initiative
• HSBC Private Banking

UK Charity Team
• Waverton Investment Management

UK Private Bank – Client Service
• Lombard Odier

UK Private Bank – Leadership Team
• Kleinwort Hambros

UK Private Bank – Talent Management & Diversity
• Standard Chartered

UK Private Bank – Best Credit Provider
• Brown Shipley

UK Private Bank Customer Facing Digital Capabilities (Banking)
• Citibank UK Limited

European Wealth Management Categories

Overall European Private Bank
• BNP Paribas Wealth Management

European Domestic Clients Team
• Nykredit Private Banking

European International Clients Team
• Citi Private Bank

European HNW Team
• REYL Group

European UHNW Team
• Citi Private Bank

European Private Bank – Client Service
• Indosuez Wealth Management

European Private Bank – Client Initiative
• BNP Paribas Wealth Management

European Private Bank – Talent Management
• Nykredit Private Banking

European Private Bank – Credit Provider
• Societe Generale Private Banking

European Private Bank – Customer Facing Digital Capabilities (Banking)
• BNP Paribas Wealth Management

European Private Bank –Wealth Planning Team
• ABN AMRO

Wealth Management Business – Benelux
• Indosuez Wealth Management

Wealth Management Business – The Iberian Region
• BNP Paribas Wealth Management

Wealth Management Business – The Principality of Monaco
• Barclays Private Bank Monaco

Investment Management Categories

Specialist Investment Manager with Assets Under Management up to £2 Billion
• Tribe Impact Capital

Specialist Investment Manager with Assets Under Management over £5 Billion
• Bordier UK

Specialist Wealth Manager with Assets Under Management up to £2 Billion
• Artorius Wealth

Specialist Wealth Manager with Assets Under Management between £2-£5 Billion
• Handelsbanken Wealth & Asset Management

Specialist Wealth Manager with Assets Under Management over £5 Billion
• Lombard International Assurance

Private Investment Office
• VAR Capital

Multi Family Office over £3 Billion Assets Under Management
• Stonehage Fleming

Fund Manager
• Taranis

Alternative Investment Manager (Bank/Institutional)
• Syz Capital

External Asset Management Platform & Offering
• WIZE by TeamWork

Platform Provider
• Multrees

FX Solution Provider
• Indosuez Wealth Management

Structured Product Provider
• Indosuez Wealth Management

Most Innovative Thematic Proposition
• Titan Asset Management

Discretionary Fund Management (DFM) Offering
• Bordier UK

Private Client Categories

Private Client Law Firm
• Stephenson Harwood

Private Client Lawyer
• Nicholas Rucker – Ince

Tax Team
• EY

Independent Trust or Fiduciary Company
• ZEDRA

Institutional Trust or Fiduciary Company
• RBC Wealth Management

Management Consultancy
• Sionic

Wealth Planning
• 1762 from Brewin Dolphin

Wealth Management Technology Categories (Vendors Only)

Front Office Solution
• SS&C Technologies: Genesis

Transaction Processing Solution
• ERI

Portfolio Management
• Tiller Technologies

Client Communications
• Abbove (PaxFamilia)

Client Reporting
• Altoo

Compliance
• Laserfiche

CRM System
• InvestCloud

Client Lifecycle Management Solution
• KYC Portal

Data Provider
• Factset

Suitability Product
• NICE Actimize

Risk Management
• swissQuant Group AG

On-Boarding
• CREALOGIX

Innovative Client Solution B2B
• Nucoro

Change Management Process/ Implementation of a Technology Solution
• ERI

Best Blockchain and Digital Assets Fund Manager
• Block Asset Management

Innovative Wealthtech Solution B2B
• BITA Risk

Innovative Wealthtech Solution B2C
• swissQuant Group AG

Technology Outsourcing Solution
• BNY Mellon Pershing

Blockchain-based Sourcing Solution
• BlockEx

Robo-Advisory Solution
• aixigo

Chief Executive Officer – Technology
• Chris Fisher – Multrees

Wealth Management Technology Categories (In-house)

Innovative Client Solution
• Julius Baer

Innovative Use of Artificial Intelligence
• Julius Baer

Special Wealth Management Categories

Marketing or PR Campaign
• Lombard Odier

Diversity and Inclusion in Wealth Management (Company)
• Investec

Wealth Management Executive Search Firm (Europe)
• Stephenson Executive Search

Global Custodian to Private Client Businesses
• Northern Trust

Philanthropy Offering/Initiative of the Year
• ABN AMRO

Most Promising New Entrant
• Altoo

Most Innovative Wealth Management Model
• aixigo

M&A Advisor
• EY

ESG
• Coutts

Leadership Categories

Leading Individual (Banker)
• Tom Road – Barclays Private Bank

Leading Individual (Advisor)
• Robert Macro – Druces LLP

Outstanding Contribution to Wealth Management Thought Leadership (Company)
• EY

Women in Wealth Management (Individual Contribution)
• Charlotte Thorne – Capital Generation Partners

Women in Wealth Management (Company Contribution)
• Citi Private Bank

Chief Executive Officer
• Alan Mathewson – Brown Shipley

Chief Investment Officer
• Fahad Kamal – Kleinwort Hambros

Chief Operating Officer
• Tara Palmer – Kleinwort Hambros

Rising Star Under 30
• Louisa Carruthers – Lincoln Private Investment Office

Rising Star Under 40
• Danielle Cottignies – Crestbridge

Rising Star Under 40 – Highly Commended
• Neil De Sousa – HSBC Private Bank

Lifetime Achievement
• Eric Syz – Syz Group