Twelfth Annual WealthBriefing European Awards 2024 | Clearview Publishing | TBA

Details coming soon.

2023 Winners

European Wealth Management Categories

Overall European Private Bank
• ABN AMRO Private Banking

Domestic Clients Team
• Nykredit Private Banking

International Clients Team
• Citi Private Bank

HNW Team
• REYL Intesa Sanpaolo

UHNW Team
• Citi Private Bank

Private Bank – Client Service
• BNP Paribas Wealth Management

Private Bank – Investment Management Platform
• Bank Syz

Private Bank – Client Initiative
• Lombard Odier

Private Bank – Talent Management
• Nykredit Private Banking

Private Bank – Credit Provider
• Societe Generale Private Banking

Private Bank – Operations Team
• Lombard Odier

Private Bank – Customer Facing Digital Capabilities (Banking)
• BNP Paribas Wealth Management

Private Bank – Customer Facing Digital Capabilities (Investments)
• BNP Paribas Wealth Management

Private Bank – Wealth Planning Team
• Societe Generale Private Banking

Wealth Management Business – Benelux Region
• Societe Generale Private Banking

Wealth Management Business – Central or Eastern European Region
• BNP Paribas Wealth Management

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

United Kingdom Private Banking Categories

Overall UK Private Bank
• SG Kleinwort Hambros

UK Domestic Clients Team
• Barclays Private Bank

UK Private Bank – International Clients Team
• Standard Chartered

UK HNW Team
• HSBC Private Banking

UK UHNW Team
• Citi Private Bank

UK Wealth Planning Team
• Julius Baer International Limited

UK International Wealth Planning Team
• EFG Private Bank

UK Private Bank – Client Initiative
• Lombard Odier

UK Charity Team
• Barclays Private Bank

UK Private Bank – Client Service
• Standard Chartered

UK Private Bank – Investment Management Platform
• Union Bancaire Privée

UK Private Bank – Credit Provider
• Brown Shipley, a Quintet Private Bank

UK Private Bank – Customer Facing Digital Capabilities (Investments)
• Investec Wealth & Investment

Investment Management Categories

Specialist Investment Manager with Assets Under Management Up To £2 Billion
• VAR Capital

Specialist Investment Manager with Assets Under Management Over £5 Billion
• Gresham House

Specialist Wealth Manager with Assets Under Management Up To £2 Billion
• Artorius

Specialist Wealth Manager with Assets Under Management Over £5 Billion
• Bordier UK

Investment Consultancy
• Peritus Investment Consultancy

Private Investment Office
• Capital Generation Partners

Multi-Family Office Up To £1 Billion Assets Under Management
• JTC Private Office

Multi-Family Office Between £1-3 Billion Assets Under Management
• Artorius

Multi-Family Office Over £3 Billion Assets Under Management
• Stonehage Fleming

Fund Manager
• Titan Asset Management

Alternative Investment Manager (Bank/Institutional)
• Union Bancaire Privée

Alternative Investment Manager (Independent)
• Fintex Capital

External Asset Management Platform & Offering
• WIZE by TeamWork

Structured Product Provider
• Indosuez Wealth Management

Discretionary Fund Management (DFM) Offering
• Bordier UK

Digital Assets Solution/Fund Manager
• SEBA Bank

Private Client Categories

Private Client Law Firm
• Druces LLP

Offshore Law Firm
• Ogier

Private Client Lawyer
• Robert Macro – Druces LLP

Pensions Advisor of the Year
• RiverPeak Wealth

Tax Team
• EY

Independent Trust or Fiduciary Team
• IQ-EQ

Institutional Trust or Fiduciary Team
• RBC Wealth Management

Management Consultancy
• Deloitte LLP

Wealth Planning
• Julius Baer International Limited

Wealth Management Technology Categories (Vendors)

Overall Front Office Solution Provider
• SS&C Advent

Transaction Processing Solution
• ERI Banking Software Ltd

Portfolio Management
• Charles River Development

Client Communications
• Finfox

Client Reporting
• Masttro

Compliance
• Indigita SA

CRM System
• Wealth Dynamix

Client Lifecycle Management Solution
• InvestCloud

Data Provider
• FactSet

Suitability Product
• NICE Actimize

Risk Management
• Prometeia

Onboarding
• TrustQuay

Innovative Client Solution B2C – Highly Commended
• swissQuant Group AG

Change Management Process/Best Implementation of a Technology Solution
• Etops

Innovative WealthTech Solution B2B
• Amundi Technology

Innovative WealthTech Solution B2C
• aixigo AG

Innovative Use of Artificial Intelligence
• Smarsh

Technology Outsourcing Solution
• Abbove

Technology Outsourcing Solution – Highly Commended
• BNY MELLON | PERSHING

Blockchain-Based Sourcing Solution
• Wecan Group

Robo-Advisory Solution
• InvestSuite

Chief Technology Officer
• Vishal Saxena – Canoe Intelligence

Wealth Management Technology Categories (In-house)

Innovative Client Solution
• Indosuez Wealth Management

Specialist Wealth Management Categories

Marketing or PR Campaign
• Handelsbanken Wealth & Asset Management

Use of Social Media
• SG Kleinwort Hambros

Corporate Social Responsibility
• Apex Group

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

International Finance Centre
• Jersey Finance

Global Custodian to a Private Client Business
• Multrees Investor Services

Philanthropy Offering/Initiative Of The Year
• ABN AMRO Private Banking

Most Promising New Entrant
• AI Compliance

Most Innovative Wealth Management Model
• Tribe Impact Capital

ESG
• Earth Capital Ltd

Leadership and Individual Based Categories

Leading Individual (Banker)
• Nicholas Rennie – Barclays Private Bank

Outstanding Contribution to Wealth Management Thought Leadership (Individual)
• Isabel Guggisberg – Atlantic Financial Group

Outstanding Contribution to Wealth Management Thought Leadership (Company)
• EY

Women in Wealth Management (Individual Contribution)
• Becky Robbins – Lincoln Private Investment Office

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

Diversity in Wealth Management (Company)
• Apex Group

Chief Investment Officer
• Karl Rogers – Elkstone Private

Rising Star Under 30
• Andy Taylor – Barclays Private Bank