Wealthbriefing Awards Programme
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ACRECOGNISING LEADERS ACCLAIMROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY THROUGH THE WEALTHBRIEFING AWARDS PROGRAMME EXCLUSIVE FINALISTS OF THE EIGHTH ANNUAL WEALTHBRIEFING EUROPEAN AWARDS 2020 June 2020 ACCLAIM | WealthBriefing Recognises Leaders Across the Global Wealth Management Industry 2 CONTENTS WEALTHBRIEFING EUROPEAN AWARDS JUDGING PANEL .......................................................... 3 WEALTHBRIEFING EUROPEAN AWARDS SHORTLIST ................................................................... 5 FINALIST INTERVIEWS: ABN AMRO Private Banking ......................................... 8 Accuro Trust (Jersey) ..................................................... 8 Alpha ............................................................................. 9 AON ............................................................................... 9 Artorius ........................................................................... 10 Avignon Capital ............................................................. 10 Barclays Private Bank .................................................... 11 Block Asset Management ............................................. 11 BNY Mellon | Pershing .................................................. 12 Bordier Group ................................................................ 12 Brown Shipley ................................................................ 13 Capita Consulting .......................................................... 13 Capitalium Advisors ...................................................... 14 Close Brothers Asset Management .............................. 14 Contemi Solutions ......................................................... 15 Coutts ............................................................................ 15 Crestbridge .................................................................... 16 Druces ........................................................................... 16 Edgelab ......................................................................... 17 EFG Private Bank .......................................................... 17 FOREWORD ERI Banking Software .................................................... 18 Tom Burroughes, Group Editor, WealthBriefing Evooq ............................................................................ 18 FactSet ........................................................................... 19 The WealthBriefing Europe Awards are a great opportunity for this Fenergo ......................................................................... 19 industry to honour the top-class performers in the field. In this publi- Finantix .......................................................................... 20 cation, we talk to those organisations shortlisted for awards and give them a chance to say why they have been able to reach this stage. FundCount ..................................................................... 20 Gresham House ............................................................ 21 The European sector has been tested as never before by the pan- HSBC Private Banking ................................................... 21 demic and the suppression methods governments have taken. Strong Intertrust ......................................................................... 22 wealth management advice and guidance has never been more im- IQ-EQ ............................................................................. 22 portant. Digital technology is now a must-have as we have seen with private bankers, lawyers, accountants, technologists and family office Jersey Finance .............................................................. 23 figures working from home. The value-add of great wealth manage- JTC Private Office .......................................................... 23 ment is very clear. This awards programme salutes the kind of people Julius Baer ..................................................................... 24 and organisations who have really made a difference to clients. Lincoln Private Investment Office .................................. 24 Lombard Odier .............................................................. 25 Judges remain at the centre of this awards programme, sifting through masses of entrants to produce a shortlist and, eventually, the Overstone Art ................................................................. 25 winners. They have been chosen for their expertise and experience, RBC Wealth Management ............................................. 26 and judge categories outside their own immediate areas to avoid Sanlam UK .................................................................... 26 conflicts of interest. As always, we value ideas about how to improve SimCorp Coric ............................................................... 27 the programme. Sionic ............................................................................. 27 Ultimately these awards reflect how it is people, with their work eth- Stephenson Harwood .................................................... 28 ic, conscientiousness and passion who drive this business forward. swissQuant Group ......................................................... 28 This awards programme is designed to reflect those qualities. SYZ ................................................................................ 29 ACCLAIM | WealthBriefing Recognises Leaders Across the Global Wealth Management Industry 3 JUDGING PANEL The 2020 WealthBriefing European Awards programme was focused around three main category groupings: experts (individuals and teams), products and services for wealth managers and clients, and institutions of all sizes and types in the European market. Independence, integrity and genuine insight are the watchwords of the judging process with the judging panels made up of some of the industry’s top trusted advisors and bankers. AUSAF ABBAS TOM BURROUGHES MARK HUSSEIN Managing Director Group Editor Chief Executive Officer, Coombe Advisors ClearView Financial HSBC Life (UK) and Head Media, publisher of of UK Insurance WealthBriefing HSBC Bank GILLIAN AUSTIN-KING ETIENNE D’ARENBERG SEAN KIERNAN Senior Programme Partner CEO and Founder Manager, CS-MIP Bank Mirabaud DAG Global Programme HSBC Bank PAUL AYRES SEBASTIAN DOVEY PENNY LOVELL Partner Founder CEO, Private Investment BDO The Courageous Ideas Office Partnership Sanlam ERIC BARNETT MATTHEW KEITH MACDONALD Director DRUMMOND-SMITH Head of Wealth Kleinwort Hambros Associate Director and Management Head of Operations EY Bordier UK PHILIPPE BONGRAND STEVE DYSON SHARMIL PATWA Senior Partner Director Founder Roland Berger Investment & Wealth Opus Una Management Consultants ROSALYN BREEDY MARTIN HEALE TOM SLOCOCK Partner Director Managing Director Wedlake Bell Schroder US Wealth Deutsche Bank Wealth Management Management ACCLAIM | WealthBriefing Recognises Leaders Across the Global Wealth Management Industry 4 As part of the judging process, a shortlist was identified from the hundreds of entries received for these awards and the judges met for a round-table discussion to agree the winner for each category. The judges were split into groups, dependent on their industry. So trusted advisors were responsible for judging the private banking categories and private bankers judged the trusted advisor categories. This was to ensure that commercially sensitive information was kept confidential and conflicts of interest were avoided. ADAM SORRIN WILLIAM TROUT Head of Data & Access Head of Wealth Management Management Research RBS Private Banking Celent MATTHEW SPENCER BRUCE WEATHERILL Head of Business Chief Executive Development and Weatherill Consulting Marketing Close Brothers Asset Management WENDY SPIRES CARA WILLIAMS Head of Research Senior Partner ClearView Financial Mercer Media, publisher of WealthBriefing IAIN TAIT IAN WOODHOUSE Partner and Head of Head of Strategy Private Investment Office and Change London & Capital Orbium MIKE TOOLE Chief Operating Officer Artorius Wealth ACCLAIM | WealthBriefing Recognises Leaders Across the Global Wealth Management Industry 5 AWARDS SHORTLIST The WealthBriefing Awards 2020 United Kingdom European Private BEST PRIVATE BANK – PRIVATE INVESTMENT Private Banking Banking Categories INVESTMENT OFFICE Categories MANAGEMENT • CapGen Partners OVERALL EUROPEAN PLATFORM • Lincoln Private Investment OVERALL UK PRIVATE PRIVATE BANK • BNP Paribas Wealth Office BANK • ABN AMRO Private Management • Sanlam • Barclays Private Bank Banking • Lombard Odier • Wren Investment Office • Brown Shipley • Banque Paris Bertrand • Coutts & Co • BNP Paribas Wealth PRIVATE BANK – BEST MULTI FAMILY OFFICE • EFG Private Bank Management CREDIT PROVIDER • Artorious • HSBC Private Bank • Julius Baer • BNP Paribas Wealth • Capitalium Advisors • Kleinwort Hambros • Lombard Odier Management • Crestbridge • Lombard Odier • REYL & Cie • Societe Generale Private • JTC Private Office • Schroder & Co Bank Banking • Stonehage Fleming DOMESTIC CLIENTS • Societe Generate Private • VTB Bank TEAM Banking PRIVATE BANK • Barclays Private Bank CUSTOMER FACING FUND MANAGER • EFG Private Bank DOMESTIC CLIENTS DIGITAL CAPABILITIES • Banque Paris Bertrand • Kleinwort Hambros TEAM (BANKING) • Block Asset Management • ABN AMRO Private • ABN AMRO Private • Greystone Wealth INTERNATIONAL Banking Banking Management CLIENTS TEAM • Bank Paris Bertrand • Societe Generale Private • Sanlam • Barclays Private Bank • BNP Paribas Wealth Banking • Skenderbeg Investment • Brown Shipley