The Tenth Annual WealthBriefing European Awards 2022 | Clearview Publishing | 17 December 2021 | Sheraton Grand London Park Lane, Piccadilly, London W1J 7BX, UK

Now celebrating its tenth anniversary, and building on the long-standing success of its independent judging process, nominations for The Tenth Annual WealthBriefing Awards 2022 are now open.

Having reported on the wealth management industry for over 16 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.\

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 (FM) Offering

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
• 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)
• 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 Based 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

2021 Past Winners

Overall UK Private Bank
• HSBC Private Banking

UK Domestic Clients Team
• Barclays Bank

UK International Clients Team
• Standard Chartered Private Bank

UK HNW Team
• Handelsbanken Wealth & Asset Management

UK UHNW Team
• Deutsche Bank – Winner

UK Wealth Planning Team
• Close Brothers Asset Management

UK Charity Team
• Waverton Investment Management

UK Private Bank – Client Service
• HSBC Private Banking

UK Private Bank – Investment Management Platform
• Citi Private Bank

Private Bank – Talent Management & Diversity
• Kleinwort Hambros – Winner

UK Private Bank – Best Credit Provider
• Brown Shipley

UK Private Bank Customer Facing Digital Capabilities (Investments)
• Close Brothers Asset Management

European Wealth Management Categories

Overall European Private Bank
• BNP Paribas – Winner

European Domestic Clients Team
• Nykredit

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 – Investment Management Platform
• Citi Private Bank

European Private Bank Talent Management
• Nykredit

European Private Bank Best Credit Provider
• BNP Paribas

European Wealth Planning Team
• Société Générale Private Banking

Wealth Management Business – Benelux
• Société Générale Private Banking

Wealth Management Business – The Nordic Region
• Union Bancaire Privée (UBP)

Wealth Management Business – The Iberian Region
• BNP Paribas

Wealth Management Business – Central or Eastern Europe Region
• Family Office Private Banking VTB

Wealth Management Business – The Principality of Monaco
• Indosuez Wealth Management

Investment Management Categories

Specialist Wealth Manager
• Bordier UK

Specialist Investment Manager
• Tribe Impact Capital – Winner

Investment Consultancy
• Peritus Investment Consultancy

Private Investment Office
• Capital Generation Partners

Multi Family Office
• Stonehage Fleming

Fund Manager
• Sanlam

Investment Product Provider
• Block Asset Management

Alternative Investment Manager
• Syz Capital – Winner

External Asset Management Platform & Offering
• Julius Baer – Winner

Platform Provider
• Wize by TeamWork

FX Solution Provider
• Hamilton Court

Private Client Categories

Private Client Law Firm
• Stephenson Harwood

Offshore Law Firm
• Carey Olsen

Private Client Lawyer
• Taylor Wessing

Family Law Legal Team
• UFG Wealth Management

Pensions Advisor of the Year
• Strabens Hall – Winner

Tax Team
• Taylor Wessing – Winner

Independent Trust or Fiduciary Company
• Accuro – Winner

Institutional Trust or Fiduciary Company
• JTC

Estate Planning
• Taylor Wessing

Management Consultancy
• EY – Winner

Private Client Wealth Planning
• Lombard International Assurance – Winner

Wealth Management Technology Categories (Tech Vendors Only)

Front Office Solution
• InvestCloud

Transaction Processing Solution
• Avaloq

Portfolio Management
• SS&C Advent

Client Communications
• Novastone Media

Client Reporting
• FundCount

Compliance
• NICE Actimize

CRM System
• InvestCloud

Client Lifecycle Management Solution
• Fenergo – Winner

Data Provider
• Morningstar

Client Accounting
• Citco

Suitability Product
• Oxford Risk

Risk Management
• KlarityRisk

On-Boarding
• Tiller Technologies

Innovative Client Solution
• Bite Investments

Change Management Process/Best Implementation of a Technology Solution
• Julius Baer

Innovative Wealthtech Solution
• Additiv AG – Winner

Innovative Use of Artificial Intelligence
• RecordSure – Winner

Wealth Management Technology Categories (In-house)

Innovative Client Solution (In-house)
• BNP Paribas

Change Management Process/Best Implementation of a Technology Solution (In-house)
• Indosuez Wealth Management

Innovative Use of Artificial Intelligence (In-house)
• Indosuez Wealth Management

Specialist Wealth Management Categories

Marketing or PR Campaign
• Morningstar – Winner

Corporate Social Responsibility/Diversity
• RBC Europe

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

International Finance Centre
• Qatar Financial Centre

Global Custodian to Private Client Businesses
• Northern Trust

Philanthropy Offering/Initiative of the Year
• ABN AMRO

Most Promising New Entrant
• Bite Investments

Most Innovative Wealth Management Model
• Tribe Impact Capital – Winner

M&A Advisor
• EY

ESG
• Coutts

Leadership Categories

Leading Individual (Banker)
• Kleinwort Hambros – Rebecca Constable

Leading Individual (Advisor)
• Sionic – Gilly Green

Outstanding Contribution to Wealth Management Thought Leadership (Individual)
• Somers Partnership – Mark Somers

Outstanding Contribution to Wealth Management Thought Leadership (Company)
• BNP Paribas

Women in Wealth Management (Individual Contribution)
• Crestbridge – Heather Tibbo

Women in Wealth Management (Company Contribution)
• Indosuez Wealth Management

Diversity in Wealth Management (Company)
• Julius Baer

Chief Executive Officer
• Kleinwort Hambros – Mouhammed Choukeir

Chief Investment Officer
• Brown Shipley – Toby Vaughan

Chief Operating Officer
• Oak Group – Graham McCormack

Rising Star Under 30
• Barclays Private Bank – Olivia Lewis

Rising Star Under 40
• Strabens Hall – Nick Toubkin