Third Annual WealthBriefing Wealth For Good Awards 2024 | Clearview Publishing | 15 March 2024 | BDB Pitmans, One Bartholomew Close London EC1A 7BL, UK

A warm welcome to the Third Annual WealthBriefing Wealth For Good Awards 2024. 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.

Leadership Categories
• CEO Pursuing Leadership in Wealth Management
• Outstanding Contribution to Wealth For Good Initiatives (Under 40's)
• Outstanding Contribution to Wealth For Good Initiatives
• Female Executive Championing a Wealth For Good Strategy

2023 Winners

Fund/Asset Manager Categories

Best ESG Communication Strategy (Europe)
• WHEB Asset Management

Best ESG Equities Fund (APAC)
• Milltrust International Group

Best ESG Fund Methodology (UK)
• Milltrust International Group

Best ESG Fund Performance (UK)
• Milltrust International Group

Best ESG Thematic Fund (Global Reach)
• TRIREC

Best ESG Hedge Fund (Global Reach)
• Sonen Capital

Best Sustainability & ESG Thought Leadership (Global Reach)
• Sonen Capital

Best Impact Fund Methodology (Europe)
• WHEB Asset Management

Best Sustainability & ESG Thought Leadership (Europe)
• WHEB Asset Management

Law/Accountancy Firm Categories

Best ESG Sustainability Impact Offering (APAC)
• Withersworldwide

Best Philanthropy Initiative or Offering (APAC)
• Withersworldwide

Best Philanthropy Offering (Europe)
• Russell-Cooke

Best Sustainability & ESG Thought Leadership (APAC)
• Withersworldwide

Private Asset Manager and External Asset Manager Categories

Best ESG Portfolio (Methodology) (UK)
• Tribe Impact Capital

Best ESG Portfolio (Performance) (UK)
• Tribe Impact Capital

Best NextGen Initiative or Offering (Europe)
• Atomos

Best Sustainability and ESG Thought Leadership (Global Reach)
• TRIREC

Best Sustainability and ESG Thought Leadership (Europe)
• EQ Investors

Best Sustainability Offering (UK)
• Atomos

Best Sustainability Offering (Europe)
• EQ Investors

Trust Company Category

Best Philanthropy Initiative or Offering (Americas)
• Fiduciary Trust Company

Technology Categories

Best ESG Data Solution (Europe)
• Sugi

Best ESG Reporting Solution (Europe)
• Dorsum Ltd

Best ESG Reporting Solution (Switzerland and Liechtenstein)
• Finfox

Best ESG Reporting Solution (UK)
• Sugi

Best ESG Reporting Solution (Global Reach)
• FundCount

Best ESG Screening Solution (Global Reach)
• UBS Partner

Best Technology Enabled ESG Service (Europe)
• aixigo AG

Best Technology Enabled ESG Service (Global Reach)
• UBS Partner

Best Technology Enabled ESG Service (Switzerland and Liechtenstein)
• Finfox

Best Innovative Solution (Switzerland and Liechtenstein)
• Etops

Best Innovative Solution (Americas)
• Foundation Source

Best Innovative Solution (Europe)
• Sugi

Best Innovative Solution (APAC)
• UBS Partner

Best Implementation of an ESG Solution (Switzerland and Liechtenstein)
• Finfox

Best Implementation of an ESG Solution (Global Reach)
• UBS Partner

Best Implementation of an ESG Solution (Europe)
• Sugi

Best Technology Consultancy (Europe)
• aixigo AG

Wealth Management Consultants Categories

Best Diversity and Inclusion Programme (Americas)
• Veris Wealth Partners

Best ESG Communication Strategy (Americas)
• Veris Wealth Partners

Best Sustainability and ESG Thought Leadership (Global Reach)
• Itriom Limited

Best Client Engagement (Global Reach)
• Raymond James Embassy Gardens

Not for Profit Category

Best Philanthropy Initiative or Offering (UK)
• Stewardship

Private Banking Categories

Best Bank CSR Engagement (Global Reach)
• BNP Paribas Wealth Management

Best Bank CSR Engagement (APAC)
• Indosuez Wealth Management

Best Bank CSR Engagement (Europe)
• SG Kleinwort Hambros

Best Bank Diversity and Inclusion Programme (Americas)
• Bank of America Merrill Lynch

Best Bank Diversity and Inclusion Programme (Global Reach)
• Investec

Best Bank Diversity and Inclusion Programme (Europe)
• SG Kleinwort Hambros

Best Bank Diversity and Inclusion Programme (Switzerland)
• Indosuez Wealth Management

Best Bank ESG Internal Training (APAC)
• BNP Paribas Wealth Management

Best Bank NextGen ESG Initiative or Offering (Global Reach)
• BNP Paribas Wealth Management

Best Bank for ESG Portfolio (Methodology) (APAC)
• BNP Paribas Wealth Management

Best Bank for ESG Portfolio (Performance) (APAC)
• BNP Paribas Wealth Management

Best Bank for Sustainability (Global Reach)
• LGT Private Banking

Best Bank for Sustainability (Europe)
• Société Générale Private Banking

Best Bank for ESG Thought Leadership (Europe)
• REYL Intesa Sanpaolo

Best Bank for ESG Thought Leadership (Global Reach)
• LGT Private Banking

Best Bank Impact Offering (Global Reach)
• BNP Paribas Wealth Management

Best Bank Philanthropy Offering or Initiative (Americas)
• Bank of America

Best Bank Philanthropy Offering or Initiative (Europe)
• Société Générale Private Banking

Best Bank Philanthropy Offering or Initiative (Switzerland and Liechtenstein)
• REYL Intesa Sanpaolo

Best Bank SRI Offering (Europe)
• Société Générale Private Banking

Best Bank SRI Offering (Global Reach)
• BNP Paribas Wealth Management

Best Bank Sustainability Offering (Investments) (Europe)
• HSBC Private Banking

Best Bank Sustainability Offering (Investments) (Global Reach)
• LGT Private Banking

Best Bank Sustainability Offering (Investments) (MENA)
• BNP Paribas Wealth Management

Leadership Categories

Outstanding CEO, Pursuing Wealth For Good (Global Reach)
• Matthew Millard-Beer – Itriom Limited

Outstanding CEO, Pursuing Wealth For Good (Europe)
• Anna Josse – Prism the Gift Fund

Outstanding Individual Contribution in Wealth For Good (Americas)
• Michael Lent – Veris Wealth Partners

Outstanding Individual Contribution in Wealth For Good (APAC)
• Stacy Choong – Withersworldwide

Outstanding Individual Contribution in Wealth For Good (Global Reach)
• Veronique Morel-Kane – Raymond James Embassy Gardens

Women in Wealth For Good (Europe)
• Earth Capital

Women in Wealth For Good (UK)
• Veronique Morel-Kane – Raymond James Embassy Gardens

Women in Wealth For Good (APAC)
• Penelope Shen – Stephenson Harwood