Venue
TBA

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Organizer Clearview Publishing
Submission deadline 3 Mar 2023 5:00pm UTC (almost 2 years ago)
In your time zone: Mar 3 12pm EST
Date Awarded 6 Jul 2023 5:00pm UTC (over 1 year ago)
In your time zone: Jul 6 1pm EDT
Region All
Details

A warm welcome to the Second Annual WealthBriefing Wealth For Good Awards 2023. This awards programme will give an opportunity for all participants in the global wealth management industry to demonstrate their commitment to and pre-eminence in the crucially important areas of ESG, Impact, Diversity and Inclusion.

Past winners

2022 Winners

Family Offices

Best CSR Staff Programme – Americas
• Kayne Anderson Rudnick Investment Management

Best ESG communication strategy – APAC
• Maitri Asset Management

Best ESG portfolio (methodology and performance) – Americas
• Pathstone

Best ESG research – USA
• Arnerich Massena, Inc.

Best NextGen ESG initiative or offering – Americas
• Pathstone

Best philanthropy initiative – MENA
• Huriya Private Foundation

Best sustainability & ESG thought leadership – APAC
• Maitri Asset Management

Fund Managers

Best ESG Equities Fund – APAC
• Milltrust International Group

Best ESG Fund Methodology – Global reach
• Trillium Asset Management

Best ESG Fund Performance – UK
• Carbon Cap Management LLP

Best ESG Fund Performance – Global reach
• Trillium Asset Management

Best ESG Hedge Fund – UK
• Carbon Cap Management LLP

Best ESG Private Equity Investment Fund – Global reach
• Earth Capital

Best ESG Thematic Fund – Global reach
• TRIREC Holding Pte Ltd

Best Impact Fund Performance – APAC
• Milltrust International Group

Best sustainability & ESG thought leadership – Europe
• GIB Asset Management

Best sustainability & ESG thought leadership – Global reach
• Sonen Capital

Law/Accounting Firms

Best ESG communication strategy – APAC
• Stephenson Harwood

Best impact offering – APAC
• Withersworldwide

Best philanthropy offering – APAC
• Withersworldwide

Best sustainability & ESG thought leadership – APAC
• Stephenson Harwood

Private Asset Managers and External Asset Managers

Best ESG portfolio (performance) – UK
• Tribe Impact Capital

Best impact offering – UK
• Tribe Impact Capital

Best sustainability & ESG thought leadership – UK
• EQ Investors

Best sustainability & ESG thought leadership – APAC
• Schroders Wealth Management

Best sustainability offering – APAC
• Schroders Wealth Management

Private Banks

Best bank CSR staff programme – Global reach
• Indosuez Wealth Management

Best bank diversity and inclusion programme – Global reach
• Coutts

Best bank ESG communication strategy – Americas
• Fifth Third Private Bank

Best bank ESG communication strategy – Global reach
• Indosuez Wealth Management

Best bank for ESG portfolio (methodology) – Europe
• RBC Wealth Management

Best bank for ESG portfolio (methodology) – Switzerland and Liechtenstein
• VP Bank AG

Best bank for ESG portfolio (performance) – APAC
• BNP Paribas Wealth Management

Best bank for sustainability & ESG thought leadership – APAC
• LGT Private Banking

Best bank for sustainability & ESG thought leadership – Europe
• RBC Wealth Management

Best bank for sustainability & ESG thought leadership – Global reach
• RBC Wealth Management

Best bank impact offering – MENA
• BNP Paribas Wealth Management

Best bank impact offering – Global reach
• BNP Paribas Wealth Management

Best bank impact offering – Switzerland and Liechtenstein
• LGT Private Banking

Best bank philanthropy initiative – APAC
• BNP Paribas Wealth Management

Best bank NextGen ESG initiative or offering – APAC
• BNP Paribas Wealth Management

Best bank philanthropy offering – USA
• Bank of America Private Bank

Best bank philanthropy offering – Europe
• Societe Generale Private Banking

Best bank philanthropy offering – Global reach
• LGT Private Banking

Best bank SRI offering – MENA
• BNP Paribas Wealth Management

Best bank SRI offering – Global reach
• BNP Paribas Wealth Management

Best bank sustainability offering (investments) – UK
• Coutts

Best bank sustainability offering (investments) – Global reach
• HSBC

Best bank sustainability offering (investments) – Nordic
• Nykredit Private Banking Elite

Best bank sustainability offering (investments) – Europe
• Société Générale Private Banking

Technology Firms

Best diversity and inclusion programme – Global reach
• SEI

Best ESG data solution – USA
• FactSet

Best ESG data solution – Global reach
• Refinitiv, an LSEG (London Stock Exchange Group) business

Best ESG reporting solution – Europe
• aixigo

Best ESG reporting solution – Global reach
• Moody’s ESG Solutions

Best ESG screening solution – Global reach
• Moody’s ESG Solutions

Best sustainability & ESG thought leadership – UK
• Oxford Risk

Best technology enabled ESG service – Global reach
• InvestCloud

Best technology enabled ESG service – Europe
• UBS Partner

Trust Companies

Best ESG communication strategy – USA
• Fiduciary Trust Company

Best philanthropic offering – USA
• Fiduciary Trust Company

Wealth Management Consultants

Best philanthropy initiative and offering – USA
• Walker Philanthropic Consulting

Best sustainability & ESG thought leadership – USA
• Arnerich Massena, Inc.

Best sustainability offering – Global reach
• Ernst & Young