Third Annual WealthBriefing Channel Islands Awards 2024 | Clearview Publishing | 27 September 2024 | The Royal Yacht, Weighbridge Pl, St Helier, Jersey JE2 3NF, Jersey
Venue
The Royal Yacht
The Royal Yacht, Weighbridge Pl, St Helier, Jersey JE2 3NF, Jersey
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| Organizer | Clearview Publishing |
| Submission deadline |
27 Sep 2024 5:00pm UTC
(3 months ago)
In your time zone: Sep 27 1pm EDT |
| Date Awarded |
5 Dec 2024 5:00pm UTC
(8 days ago)
In your time zone: Dec 5 12pm EST |
| Region | EMEA |
Details
A warm welcome to The Third Annual WealthBriefing Channel Islands Awards 2024. 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.
For those new to the awards, the categories are focused around three main areas:
• Experts (individuals and teams)
• Products
• Services for wealth managers and clients/ institutions of all sizes and types
Past winners
2023 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
• Barclays Private Bank
Private Banking Categories (Team Based)
Private Bank Wealth Planning Team
• Julius Baer
Private Bank Credit Provider Team
• SG Kleinwort Hambros
Private Bank Family Office Services Team
• Barclays Private Bank
Private Bank Corporate Social Responsibility Team
• Standard Chartered
Trust Categories
Overall Trust Company with AuA Over £5 Billion
• RBC Wealth Management
Independent Trust Company with AuA Between £2-5 Billion
• Alex Picot Trust
Independent Trust Company with AuA Over £5 Billion
• Accuro Trust (Jersey) Ltd
Trust Company Technology Platform
• Spring Investment Management
Trust Company ESG Programme
• Accuro Trust (Jersey) Ltd
Trust Company Family Office Services
• Stonehage Fleming
Overall Trust Category
Best Overall Trust Company
• JTC
Private Client and Fiduciary Service Categories
Legal Team
• Carey Olsen
Investment Management Categories
Overall Investment Manager with AuM Between £2-5 Billion
• Rathbones Investment Management International
Overall Investment Manager with AuM Over £5 Billion
• Ravenscroft
Pension Services
• Spring Investment Management
Innovative Digital Asset Investment Platform
• SG Kleinwort Hambros
Marketing and PR Categories
Marketing and PR Campaign
• Crestbridge Family Office Services
Technology Categories (Technology Solution Providers)
Overall WealthTech Provider
• TrustQuay Viewpoint
Front Office
• SS&C Advent
Transaction Processing
• Corpay Cross-Border Solutions
Compliance
• AI Compliance
Onboarding
• SS&C Advent
Platform Provider
• BNY Mellon | Pershing
Portfolio Management
• Spring Investment Management
Client Reporting
• Spring Investment Management
Client Communications
• ProFundCom
Management Consultancy (Technology)
• BDO Jersey Limited
Leadership and Individual Categories
Chief Executive Officer (CEO)
• Itriom Limited – Matthew Millard-Beer
Female Leadership
• Canaccord Genuity Wealth Management – Anna Trickey
Chief Investment Officer (CIO)
• Ravenscroft – Kevin Boscher
Leading Wealth Manager/Investment Professional
• Melville Douglas – Chris Stead
Lifetime Achievement
• Rathbones Investment Management International – Matthew Sutton