Awards

EXCLUSIVE: Winners Of WealthBriefing European Awards 2014

Tom Burroughes Group Editor London May 16, 2014

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

INVESTMENT MANAGEMENT CATEGORIES

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

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