Awards
EXCLUSIVE: Winners Of WealthBriefing European Awards 2014
Outstanding practitioners were honoured last night at the WealthBriefing European Awards 2014 event in the grand setting of London’s Guildhall.
Outstanding practitioners were honoured last night at the WealthBriefing European Awards 2014 event in the grand setting of London’s Guildhall, the latest in a run of awards ceremonies held around the globe by ClearView Financial Media, publisher of this website.
Hosted by BBC newsreader and documentary presenter Sophie Raworth – returning after wowing the audience with her charm and stories at last year’s inaugural ceremony – attendees were welcomed by Stephen Harris, chief executive of ClearView Financial Media, and by Stewart Foster, CEO of Third Financial. Adding a delightful musical element was the Scottish Ensemble group of classical players.
Awards were granted not just to institutions but to individuals who have made particular contributions to an industry that has faced a mass of challenges in recent years.
These awards were generously supported by the following organisations: ABN AMRO Private Banking; Agreus; Platform Securities; smartKYC; Appway; Standard & Poor’s Capital IQ’s Money Market Directories; BITA Risk; Third Financial; Canaccord Genuity Wealth Management; Wealth Dynamix; Dion Global Solutions, Wealthmonitor, and ERI Bancaire.
The organisers of the awards also particularly want to thank the panel of judges who gave their valuable time and attention to the mass of entries, and of course to all the firms and individuals who took part in the event and attended the gala evening.
To see more about the awards, including the panel of judges, click here.
The winners
PRIVATE BANKING CATEGORIES
UK-BASED PRIVATE BANK
BEST OVERALL UK PRIVATE BANK
Barclays
UK-BASED PRIVATE BANK
DOMESTIC CLIENTS TEAM
Barclays - Winner
C Hoare & Co – Highly Commended
UK-BASED PRIVATE BANK
INTERNATIONAL CLIENTS TEAM
RBC Wealth Management
UK-BASED PRIVATE BANK
HNW TEAM
UBS Wealth Management
UK-BASED PRIVATE BANK
UHNW TEAM
Citi Private Bank
UK-BASED PRIVATE BANK
WEALTH PLANNING TEAM
RBC Wealth Management
UK-BASED PRIVATE BANK
CHARITY TEAM
UBS Wealth Management – Winner
Barclays – Highly Commended
EUROPEAN-BASED PRIVATE BANK
BEST OVERALL EUROPEAN PRIVATE BANK
ABN AMRO Private Banking
EUROPEAN-BASED PRIVATE BANK
DOMESTIC CLIENTS TEAM
ABN AMRO Private Banking
EUROPEAN-BASED PRIVATE BANK
INTERNATIONAL CLIENTS TEAM
BNP Paribas Wealth Management
EUROPEAN-BASED PRIVATE BANK
UHNW TEAM
Citi Private Bank
SPECIALIST WEALTH MANAGER
Canaccord Genuity Wealth Management
PRIVATE INVESTMENT MANAGER
Standard Life Wealth
PRIVATE INVESTMENT OFFICE
Lord North Street Private Investment Office
INVESTMENT PRODUCT PROVIDER
Source
MULTI-FAMILY OFFICE
Sorbus Partners
ALTERNATIVE ASSET MANAGER – EDITOR’S AWARD
HSBC Alternative Investments
BEST IT NEWCOMER – EDITOR’S AWARD
Wealth Dynamix
MARKETING CATEGORIES
ONLINE CAMPAIGN
Barclays
BRAND LAUNCH/RELAUNCH
Standard Life Wealth - Winner
Canaccord Genuity Wealth Management – Highly Commended
PRIVATE CLIENT CATEGORIES
EFFECTIVE LEGAL TEAM
Baker & McKenzie - Winner
Taylor Wessing – Highly Commended
INSTITUTIONAL TRUST OR FIDUCIARY COMPANY
Northern Trust
INDEPENDENT TRUST OR FIDUCIARY COMPANY
Collas Crill
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES
FRONT OFFICE SOLUTION
Equipos - Winner
Objectway Financial Software – Highly Commended
TRANSACTION PROCESSING SOLUTION
ERI Bancaire
PORTFOLIO MANAGEMENT
Advent Software
CLIENT COMMUNICATIONS & REPORTING
BRT
RISK PROFILING SOLUTION
Distribution Technology
RISK MANAGEMENT
BITA Risk
ON-BOARDING
Appway
OUTSOURCING SOLUTION
Pershing, a BNY Mellon Company
GLOBAL CUSTODIAN
Pershing, a BNY Mellon Company
INNOVATIVE CLIENT SOLUTION
Nutmeg
OTHER WEALTH MANAGEMENT CATEGORIES
INTERNATIONAL FINANCE CENTRE
Jersey Finance
LEADING INDIVIDUAL
Nancy Curtin, Close Brothers Asset Management
RISING STAR
Duncan Prince, Societe Generale Private Banking – Hambros
PHILANTHROPY OFFERING
BNP Paribas Wealth Management – Winner
Charities Aid Foundation – High commended
WOMEN IN WEALTH MANAGEMENT (INDIVIDUAL
CONTRIBUTION)
Penny Lovell, Close Brothers Asset Management
OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT
LEADERSHIP
Barclays – Winner
Scorpio Partnership – Highly Commended
LIFETIME ACHIEVEMENT
Phil Cutts, Credit Suisse