The Second Annual WealthBriefing Channel Islands Awards 2023 | Clearview Publishing | 15 September 2023 | Grand Jersey Hotel & Spa, Esplanade, St Helier, Jersey JE2 3QA, Jersey

A warm welcome to The Second Annual WealthBriefing Channel Islands Awards 2023. Independently judged by teams of experts, these awards will be bestowed on the brightest and best amongst the Channel Islands’ world-renowned wealth management professionals – both teams and individuals. With the backing of the WealthBriefing pedigree for independence and genuine insight, winning a WealthBriefing Channel Islands award gives exposure not only locally but in all the major wealth management jurisdictions in which WealthBriefing operates.

Private Banking Categories (Overall)
• Overall Private Bank
• Boutique Private Bank
• Pure Play Private Bank
• Employer of the Year
• Talent Management Initiative (Recruitment or Retention)
• Innovative Use of Technology or Customer Facing Platform

Private Banking Categories (Team Based)
• Wealth Planning
• Credit Provider
• FX Solution
• Real Estate Advisory
• Investment Platform or Solution
• Philanthropy
• Charity
• Estate Planning
• ESG/Impact Investing
• Family Office Services

Trust Categories
• Overall Trust Company With Aua Up to £2 Billion
• Overall Trust Company With Aua Between £2-5 Billion
• Overall Trust Company With Aua Over £5 Billion
• Trust Company With an International HQ (Outside CI)
• Independent Trust Company With AUA Up to £2 Billion
• Independent Trust Company With AUA Between £2-5 Billion
• Independent Trust Company With AUA Over £5 Billion
• Institutional
• Boutique or Specialist Service
• Technology Platform
• Fund Administration Service
• Investment Advice and Structuring
• ESG Programme
• Diversity Initiative
• Employer of the Year
• Family Office Services

Overall Trust Category
• Best Overall Trust Company

Private Client and Fiduciary Service Categories
• Company Formation Specialist
• Global Citizenship Programme
• Investor Services
• Legal Team
• Accountancy/accounting Services
• Tax Team
• Family Office Governance
• Succession Planning Advisory Service
• Next Gen Initiative
• Intellectual Property Services

Investment Management Categories
• Overall Investment Manager With AUM Up to £2 Billion
• Overall Investment Manager With AUM Between £2-5 Billion
• Overall Investment Manager With AUM Over £5 Billion
• Fund Manager
• Multi Family Office
• Alternative Asset Manager
• Pension Services
• Wealth Planning
• Innovative Digital Asset Investment Platform

Insurance Categories
• Overall Insurance Product or Service/Platform
• Private Placement Life Insurance (PPLI)
• Captive Insurance

Specialist Categories
• Recruitment/Headhunting
• Concierge/Lifestyle (Including Specialist Travel/Aviation/Marine)
• Management/Regulatory Consultancy (Non-tech)
• HR Consultancy

Marketing and PR Categories
• Marketing and PR Campaign (Agency)
• Internal Communications (Within a Private Bank or Wealth Manager)

Technology Categories (Technology Solution Providers)
• Overall Wealthtech Provider
• Front Office
• Transaction Processing
• Compliance
• Onboarding
• KYC
• CRM
• Platform Provider
• Client Lifecycle Management
• Portfolio Management
• Risk Management
• Data Provider
• Client Reporting
• Client Accounting
• Client Communications
• AI Solution
• Management Consultancy (Technology)
• Innovative Client Solution

Leadership and Individual Categories
• Chief Executive Officer (CEO)
• Female Leadership
• Chief Investment Officer
• Leading Wealth Manager/investment Professional
• Leading Lawyer
• Leading Trust Professional
• Thought Leadership
• Lifetime Achievement

2022 Winners

Private Banking Categories (Overall)

Overall Private Bank
• Investec Bank (Channel Islands) Limited

Pure Play Private Bank
• Julius Baer

Private Bank Employer of the Year
• Kleinwort Hambros

Private Banking Categories (Team Based)

Private Bank Wealth Planning Team
• Julius Baer

Private Bank Credit Provider Team
• Kleinwort Hambros

Private Bank Estate Planning Team
• Emirates NBD Trust Company (Jersey) Limited

Private Bank ESG/Impact Investing Team
• Standard Chartered

Private Bank Family Office Services Team
• Emirates NBD Trust Company (Jersey) Limited

Trust Categories

Overall Trust Company
• RBC Wealth Management

Trust Company with an International HQ (Outside CI)
• IQ-EQ

Independent Trust Company
• Accuro Trust (Jersey) Ltd

Institutional Trust Company
• Standard Bank

Trust Company Fund Administration Service
• HIGHVERN

Trust Company ESG Programme
• JTC

Trust Company Employer of The Year
• JTC

Trust Company Family Office Services
• Stonehage Fleming

Private Client And Fiduciary Service Categories

Investor Services
• IQ-EQ

Legal Team
• Collas Crill

Family Office Governance
• Ocorian

Investment Management Categories

Overall Investment Manager
• Barclays Private Bank

Fund Manager
• Odey Wealth Management

Specialist Categories

Management/Regulatory Consultancy (Non-Tech)
• Sabre Advisory Limited

WealthTech Categories (Technology Solution Providers)

Overall Wealthtech Provider
• InvestCloud

Front Office
• SS&C Advent

Onboarding
• TrustQuay

KYC
• Verify by Tiller

Portfolio Management
• SS&C Advent

Client Reporting
• Landytech

Client Communications
• ProFundCom

Innovative Client Solution
• TrustQuay

Leadership And Individual Categories

Chief Executive Officer (CEO)
• Andy Finch – Canaccord Genuity Wealth Management

Female Leadership
• Heather Tibbo – Crestbridge Family Office Services

Leading Wealth Manager/Investment Professional
• Tim Childe – Quilter Cheviot Investment Management

Leading Trust Professional
• Steve Gully – Alex Picot Trust Company Ltd

Thought Leadership
• Standard Bank

Lifetime Achievement
• Mark Chasey – Oak Group