SPONSORSHIP PACKAGES Ninth Annual WealthBriefing European Awards WealthBriefing EUROPEAN AWARDS 2021 OVERVIEW
Introduction wealth management market, WealthBriefing is well Key dates for the diary placed to oversee a process that fairly rewards achievement, top class performance and innovation. WealthBriefing is excited to announce the launch of Nominations open Now its 2021 European Awards programme. Submission deadline 11 January 2021 Winning a WealthBriefing Award sets organisations (at midnight) Now in its ninth year, and building on the and individuals apart from their peers and is a Public announcement 20 May 2021 long-standing success of its independent judging tangible demonstration that they have something process, nominations for the WealthBriefing special to offer. GALA AWARDS European Awards 2021 are now open. PRESENTATION DINNER 20 May 2021 We very much look forward to you joining the (From 6.30pm) Categories process and to welcoming winners to celebrate their achievement at the awards presentation event that is For those new to the awards, the categories are planned to be held at The De Vere Grand Connaught Venue focused around three main areas: Rooms in London’s West End on 20th May 2021. • Experts (individuals and teams) The De Vere Grand Connaught Rooms • Products London • Services for wealth managers and clients/ institutions of all sizes and types Judging
Within our global awards programmes,independence, integrity and genuine insight are the watchwords. The judging process is always conducted by expert panels drawn from the wealth management industry.
Each judge signs an NDA to ensure that all the information that they see in submissions remains strictly confidential. The list of the judges for the current iteration will be available in due course.
Having reported on the wealth management industry for over 15 years and being responsible for many research reports specifically covering European
WealthBriefing European Awards 2021 - Showcasing The Best In The Industry WealthBriefing EUROPEAN AWARDS 2021 CATEGORIES & CRITERIA
UNITED KINGDOM PRIVATE BANKING PRIVATE BANK - CLIENT SERVICE EUROPEAN WEALTH MANAGEMENT CATEGORIES Awarded to: A private bank for excellence and innovative CATEGORIES client service. OVERALL UK PRIVATE BANK OVERALL EUROPEAN PRIVATE BANK Awarded to: A UK-based private bank that has demonstrated PRIVATE BANK - INVESTMENT MANAGEMENT PLATFORM Awarded to: A European-based private bank which has excellence across a range of disciplines within the HNW/ Awarded to: A platform providing securities, fund wraps, funds demonstrated excellence across a range of disciplines. UHNW sector. to enable investors to buy and hold securities and funds on the platform. DOMESTIC CLIENTS TEAM DOMESTIC CLIENTS TEAM Awarded to: A team whose clients are domiciled in the Awarded to: A team whose clients are domiciled in the PRIVATE BANK - TALENT MANAGEMENT & DIVERSITY jurisdiction in which the bank itself operates. Focus can be jurisdiction in which the bank itself operates. Focus can be Awarded to: A private bank demonstrating superior talent HNW or UHNW. HNW or UHNW. acquisition, diversity of approach, training support and management. INTERNATIONAL CLIENTS TEAM INTERNATIONAL CLIENTS TEAM Awarded to: A team whose clients are NOT domiciled in the Awarded to: A team whose clients are NOT domiciled in the PRIVATE BANK - BEST CREDIT PROVIDER jurisdiction in which the bank itself operates. Focus can either jurisdiction in which the bank itself operates. Focus can either Awarded to: A private bank that provides credit for family be HNW or UHNW. be HNW or UHNW. office, UHNW and HNW clients. HNW TEAM HNW TEAM PRIVATE BANK - CUSTOMER FACING DIGITAL Awarded to: A team who look after clients with under Awarded to: A team that looks after clients with under £20 CAPABILITIES (BANKING) EUR 20 million with the bank. million with the bank. Awarded to: A private bank that demonstrates superior client facing digital capabilities in banking through mobile apps or UHNW TEAM UHNW TEAM online banking delivered in conjunction with advisors. Awarded to: A team who look after clients with over Awarded to: A team that looks after clients with over £20 EUR 20 million with the bank. million with the bank. PRIVATE BANK - CUSTOMER FACING DIGITAL CAPABILITIES (INVESTMENTS) PRIVATE BANK - CLIENT SERVICE WEALTH PLANNING TEAM Awarded to: A private bank/wealth manager that Awarded to: A private bank for excellence and innovative Awarded to: A team that is dedicated to clients’ tax, trust and demonstrates superior client facing capabilities in client service. wealth structuring issues. investment management through mobile apps or online investment management. This can cover investment ideas, PRIVATE BANK - INVESTMENT MANAGEMENT PLATFORM CHARITY TEAM objectives, portfolio construction, simulation, alerting and Awarded to: A platform providing securities, fund wraps, funds Awarded to: A team working within a wealth management rebalancing services that are delivered in conjunction with to enable investors to buy and hold securities and funds on organisation or stand-alone business offering advice and advisors. the platform. fulfillment to charities.
WealthBriefing European Awards 2021 - Showcasing The Best In The Industry WealthBriefing EUROPEAN AWARDS 2021 CATEGORIES & CRITERIA
PRIVATE BANK - TALENT MANAGEMENT WEALTH MANAGEMENT BUSINESS - IBERIAN REGION SPECIALIST INVESTMENT MANAGER Awarded to: A private bank demonstrating superior talent Awarded to: A wealth management business located in Spain, Awarded to: An organisation that provides specialist acquisition, training support and management. Portugal, Andorra or wealth manager/team servicing any or all investment services to help clients manage their wealth. of these countries. PRIVATE BANK - BEST CREDIT PROVIDER PRIVATE INVESTMENT OFFICER Awarded to: An institution that provides credit for family WEALTH MANAGEMENT BUSINESS - CENTRAL OR Awarded to: An independent organisation that focuses on office, UHNW and HNW clients. EASTERN EUROPE REGION broad multi-asset investment strategies and portfolios. Awarded to: A wealth management business located in PRIVATE BANK - CUSTOMER FACING DIGITAL Austria, Germany, Hungary, Poland, Slovakia, Czech Republic, MULTI FAMILY OFFICE CAPABILITIES (BANKING) Russian Federation, Ukraine, or wealth manager/team Awarded to: An organisation that supports families to manage Awarded to: A private bank that demonstrates superior client servicing any or all of these countries. their wealth and that provides a range of services covering facing digital capabilities in banking through mobile apps or family advice, investments, tax, estate planning etc. online banking delivered in conjunction with advisors. WEALTH MANAGEMENT BUSINESS - SOUTHERN EUROPE REGION FUND MANAGER PRIVATE BANK - CUSTOMER FACING DIGITAL Awarded to: A wealth management business located in Awarded to: A provider of collective investments for the CAPABILITIES (INVESTMENTS) Greece, Croatia, Romania, Serbia, Slovenia or wealth manager/ HNW community. Awarded to: A private bank/wealth manager that team servicing any or all of these countries. demonstrates superior client facing capabilities in INVESTMENT PRODUCT PROVIDER investment management through mobile apps or online WEALTH MANAGEMENT BUSINESS - BALTIC REGION Awarded to: A investment manager based in Europe whose investment management. This can cover investment ideas, Awarded to: A wealth management business located in products are available to private clients within Europe. objectives, portfolio construction, simulation, alerting and Estonia, Latvia, Lithuania or wealth manager/team servicing rebalancing that are delivered in conjunction with advisors. any or all of these countries. ALTERNATIVE INVESTMENT MANAGER Awarded to: A manager based in Europe whose alternative WEALTH MANAGEMENT BUSINESS - BENELUX REGION WEALTH MANAGEMENT BUSINESS - THE PRINCIPALITY OF investments are available to private clients within Europe. Awarded to: A wealth management business located in MONACO Belgium, Netherlands, Luxembourg or wealth manager/team Awarded to: A wealth management business located in or EXTERNAL ASSET MANAGEMENT PLATFORM & OFFERING servicing any or all of these countries. wealth manager/ team servicing Monaco. Awarded to: An organisation providing a platform and exceptional support for external asset managers. WEALTH MANAGEMENT BUSINESS - NORDIC REGION Awarded to: A wealth management business located in INVESTMENT MANAGEMENT CATEGORIES PLATFORM PROVIDER Finland, Sweden, Denmark, Noway, Iceland or wealth Awarded to: A provider of tools, strategies, model portfolios manager/team servicing any or all of these countries. SPECIALIST WEALTH MANAGER and access to investment products for the wealth Awarded to: An organisation that provides specialist management community. non-investment services to help clients manage their wealth.
WealthBriefing European Awards 2021 - Showcasing The Best In The Industry WealthBriefing EUROPEAN AWARDS 2021 CATEGORIES & CRITERIA
ETF PROVIDER ACCOUNTANCY TEAM PORTFOLIO MANAGEMENT Awarded to: A fund/asset manager that makes exchange- Awarded to: A team in an accountancy firm specialising in Awarded to: A technology solution provider specialising in traded products available for wealth management clients. reporting, transacting or wealth structuring for private clients. tools for managing clients’ investment portfolios and monitoring against mandate. FX SOLUTION PROVIDER INDEPENDENT TRUST OR FIDUCIARY COMPANY Awarded to: A local provider of foreign exchange services to Awarded to: A trust company that is independent of a larger CLIENT COMMUNICATIONS wealth management organisations or clients. non-trust business. Awarded to: A technology solution provider specialising in tools for wealth managers to communicate with clients INSTITUTIONAL TRUST OR FIDUCIARY COMPANY including companies monitoring and record-keeping (that may PRIVATE CLIENT CATEGORIES Awarded to: A trust company that is part of a non-trust parent. or may not relate to social media).
PRIVATE CLIENT LAW FIRM ESTATE PLANNING CLIENT REPORTING Awarded to: A law firm team or barrister dedicated to private Awarded to: An organisation that provides estate planning Awarded to: A technology solution provider specialising in client issues. advice to private clients. tools for wealth managers to report performance and other data to clients. OFFSHORE LAW FIRM MANAGEMENT CONSULTANCY Awarded to: An offshore-based law firm. Awarded to: An individual or firm that provides consultancy COMPLIANCE services to wealth management organisations and/or family Awarded to: A technology provider specialising in solutions PRIVATE CLIENT LAWYER offices. and tools to help compliance, AML and KYC. Awarded to: An individual lawyer dedicated to private client issues. CRM SYSTEM WEALTH MANAGEMENT TECHNOLOGY Awarded to: A provider of client relationship management FAMILY LAW LEGAL TEAM CATEGORIES (VENDORS) systems for wealth managers. Awarded to: A law firm or practice dedicated to the practice of Family Law for clients. FRONT OFFICE SOLUTION OUTSOURCING SOLUTION Awarded to: A technology company that provides an Awarded to: A third-party organisation providing business PENSIONS ADVISOR OF THE YEAR integrated solution that includes a combination of processes or systems to wealth management businesses. Awarded to: A firm or individual who offers financial advice in onboarding, CRM, client reporting, client risk profiling, the field of pensions, structuring and investment advice. portfolio management, client facing digital solutions DATA PROVIDER including mobile apps and robo-advisory solutions. Awarded to: A technology vendor providing financial data to TAX TEAM private banks and other wealth managers. Awarded to: A team in a professional services firm specialising TRANSACTION PROCESSING SOLUTION in advising on the tax affairs of private clients. Awarded to: A technology provider that offers straight through processing and core banking.
WealthBriefing European Awards 2021 - Showcasing The Best In The Industry WealthBriefing EUROPEAN AWARDS 2021 CATEGORIES & CRITERIA
CLIENT ACCOUNTING WEALTH MANAGEMENT TECHNOLOGY CYBER SECURITY Awarded to: A technology vendor that excels in providing an CATEGORIES (IN-HOUSE) Awarded to: A firm providing services or products aimed at accounting solution for private client wealth. preventing a cyber security breach or handling the aftermath INNOVATIVE CLIENT SOLUTION of such an event targeting a wealth management firm, family RISK PROFILING SOLUTION Awarded to: An institution that has developed innovative office, family business or a HNW individual. Firms in this Awarded to: A provider of a technology solution to help products and services for their clients as part of a category include specialist consultants, technology providers, wealth managers assess and document the investment risk solutions-focused service model. forensic specialists, insurance providers and law firms. appetite of clients. CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION CORPORATE SOCIAL RESPONSIBILITY/DIVERSITY RISK MANAGEMENT OF A TECHNOLOGY SOLUTION Awarded to: An organisation with a good record in being Awarded to: A technology solution provider specialising in Awarded to: A bank, wealth manager or their client who modern, responsible and inclusive. tools for wealth managers to manage non portfolio risk. have successfully implemented multi-functional change programmes to significantly improve client experience and WEALTH MANAGEMENT EXECUTIVE SEARCH FIRM (EUROPE) ON-BOARDING performance. Awarded to: An executive search firm based in Europe Awarded to: A technology solution to help wealth managers (branch or HQ) with a focus or specialist team covering bring new clients into their organisation. MOST EFFECTIVE ON-BOARDING PROCEDURE BY A WEALTH wealth management in Europe. MANAGEMENT FIRM INNOVATIVE CLIENT SOLUTION Awarded to: A business that has excelled in their on-boarding INTERNATIONAL FINANCE CENTRE Awarded to: An institution that has developed innovative procedure. Awarded to: An IFC, which actively promoting its jurisdiction products and services for their clients as part of a within Europe, can be based in any country. solutions-focused service model. SPECIAL WEALTH MANAGEMENT CATEGORIES GLOBAL CUSTODIAN TO PRIVATE CLIENT BUSINESSES CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION Awarded to: A custodian offering services to private client OF A TECHNOLOGY SOLUTION MARKETING OR PR CAMPAIGN business. Awarded to: A technology vendor or their clients that has (ONLINE, PRINT, BRAND LAUNCH/RELAUNCH) successfully implemented multi-functional change Awarded to: A wealth manager or other private client WEALTH PLANNING TEAM programmes to significantly improve client experience and practitioner that has used online or print channels to promote Awarded to: A bank, trust company, law firm and any performance. Open also to clients of technology companies. their services to private clients or to raise their profile either organisation performing wealth planning services. within the industry or to clients. Open also to PR companies. INNOVATIVE FINTECH SOLUTION PHILANTHROPY OFFERING/INITIATIVE OF THE YEAR Awarded to: A fintech business that has an innovative wealth ESG Awarded to: A Private client business or practitioner that management offering. Awarded to: Organisations with an outstanding ESG advises individuals or families on their philanthropic proposition and offering. activities.
WealthBriefing European Awards 2021 - Showcasing The Best In The Industry WealthBriefing EUROPEAN AWARDS 2021 CATEGORIES & CRITERIA
MOST PROMISING NEW ENTRANT LEADING INDIVIDUAL (ADVISOR) Awarded to: An established or new entrant that has entered a Awarded to: An Individual not working within a bank or wealth new market, client segment or product and service area. manager. Age and experience is no bar but something special should mark out this individual working in the private client MOST INNOVATIVE WEALTH MANAGEMENT MODEL world. Awarded to: An established or new entrant that has provided an innovative approach that is a first of a kind and new to the OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT industry. THOUGHT LEADERSHIP (INDIVIDUAL) Awarded to: An individual who has made an outstanding MOST PROMISING MERGER contribution to thought leadership in wealth management. Awarded to: An institution that seeks to obtain synergies from the combined organisation that delivers enhanced value to OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT clients. THOUGHT LEADERSHIP (COMPANY) Awarded to: An organisation that has made an outstanding M&A ADVISOR contribution to thought leadership in wealth management. Awarded to: A corporate finance and deals provider that has both expertise in the wealth sector and has demonstrated WOMEN IN WEALTH MANAGEMENT expertise in the mergers and acquisitions space. (INDIVIDUAL CONTRIBUTION) Awarded To: A woman in private banking or wealth EXCELLENCE IN SERVICING NORTH AMERICAN CLIENTS management who is an inspiration both to clients and (SUPPORTED BY FWR) colleagues. Awarded to: Sponsored by Family Wealth Report the sister publication of WealthBriefing covering wealth management WOMEN IN WEALTH MANAGEMENT news within the North American market, this award recognises (COMPANY CONTRIBUTION) an institution offering the best service to European-based Awarded To: Wealth management organisations that North American Clients. demonstrate support for women in their career development.
DIVERSITY IN WEALTH MANAGEMENT (COMPANY) INDIVIDUAL AND LEADERSHIP CATEGORIES Awarded to: A wealth organisation committed to diversity in the workplace. LEADING INDIVIDUAL (BANKER) Awarded to: An individual working within a bank. Age and experience is no bar but something special should mark out this individual working in the private client world.
WealthBriefing European Awards 2021 - Showcasing The Best In The Industry WealthBriefing EUROPEAN AWARDS 2021 WHY SPONSOR?
These prestigious awards recognise excellence within the • Excellent networking opportunities with senior FOR SPONSORSHIP wealth management and family office industry. decision-makers. OPPORTUNITIES CONTACT: • Association with leading industry awards. In addition they provide your business with a highly • The chance to develop new contacts and expand your affluent, captive audience of private bankers, lawyers, sales network. ANDREW DEANE accountants, financial advisors and technology providers • Increased brand exposure within the wealth Business Development Director across the wealth management sector. management sector. WealthBriefing Consequently these awards present your business with a Media UK Mobile: +44 7957 782290 unique opportunity to be involved in industry sector sponsorship giving your company the following: All sponsors will receive coverage in WealthBriefingand [email protected] also feature in the awards program, together with other • Exposure across our subscription base and associated media listed as follows: international media (60,000 subscribers worldwide). • Extensive brand exposure on the night to over 300 of • WealthBriefingAsia Europe’s leading wealth management professionals. • Family Wealth Report • The opportunity to target an affluent market with high • Offshore Red disposable income. • Compliance Matters
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WealthBriefing European Awards 2021 - Showcasing The Best In The Industry WealthBriefing EUROPEAN AWARDS 2021
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WealthBriefing European Awards 2021 - Showcasing The Best In The Industry WealthBriefing EUROPEAN AWARDS 2021 AWARDS SUPPLEMENT
Acclaim: WealthBriefing’s Exclusive Awards Supplement These awards supplements have been created to maximise the marketing potential for winners so they can tell their most critical markets of their success.
f. exé : 210 x 297 mm _ PP _QUADRI _ PRESSE MAG _ BNP _ WEALTH MANAGEMENT - VISUEL «HORLOGE» _ MASTER _ UK _ encrage total = 280 % _ V0 _ impression laser à 100 % _ N° dossier : 013800
IN A CHANGING WORLD, POSITIVE OPPORTUNITIES ACCLAIM | WealthBriefing Recognises Leaders Across the Global Wealth Management Industry 9 ACCLAIM | WealthBriefing Recognises Leaders Across the Global Wealth Management Industry 21 ARE OPENING UP IN EVERY TIME ZONE. A POTENT THE WEALTHBRIEFING EUROPEAN Benefits COMBINATION AWARDS WINNERS 2019 ACRECOGNISING LEADERS ACCLAIMROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY THROUGH THE WEALTHBRIEFING AWARDS PROGRAMME Vincent Lecomte and Sofia Merlo, co CEOs of BNP Paribas Wealth Management PRIVATE CLIENT CATEGORIES tell Tom Burroughes from WealthBriefing about how its diverse business model has won over clients. PRIVATE CLIENT LAW FIRM INDEPENDENT TRUST OR FIDUCIARY COMPANY This high quality publication offers the
What sets you apart from your peers this We manage over $13 billion in the US at pres- What have the challenges been in year? ent, and we’re targeting significant growth in obtaining excellence? WealthBriefing EUROPEAN WealthBriefing EUROPEAN BNP Paribas Wealth Management is a lead- the coming years. In the Middle East, we are It is all about anticipating change: be it AWARDS 2019 AWARDS 2019 ing global private bank and the largest private strengthening the VHNW clientele throughout client expectations, technology, regulations following benefits: EXCLUSIVE bank in the eurozone. We are present in three the region. or market conditions. But as The Bank for a hubs in Europe, Asia and the USA. Our 7,000 We are expanding in our strategic markets Changing World, we embrace change! OFFSHORE LAW FIRM INSTITUTIONAL TRUST OR FIDUCIARY COMPANY professionals provide our demanding clientele in Asia. We are a market leader in North Asia WINNERS OF THE 2019 with solutions to protect, grow and transfer and we are working to replicate our position Whom do you look up to for inspiration their wealth. Clients benefit from our robust of strength in South Asia, key to achieving our and examples to emulate and compare WEALTHBRIEFING integrated, diversified business model with aspirations. yourself against, either inside or outside significant opportunities to benefit from the en- the wealth management industry? tire added value of the BNP Paribas Group (in How have your colleagues contributed to As a leading wealth manager, we seek in- WealthBriefing EUROPEAN WealthBriefing EUROPEAN AWARDS 2019 AWARDS particular the Corporate and Institutional Bank, the success of your organisation? spiration outside our own sector: for example, AWARDS 2019 Real Estate, and Asset Management). In 2019, BNP Paribas was awarded the the luxury industry is well-known for tailoring its We have €361 billion of assets under man- most attractive employer in France in 2019 products for the most demanding of clients, agement with very good net asset inflows by the LinkedIn Top Companies ranking, hon- and for delivering an outstanding experience PRIVATE CLIENT LAWYER ESTATE PLANNING • Interview with our editorial team (€11.8 billion in 2018) coming in particular from ouring our efforts to attract talent and to retain driven both by pleasure and added-value. We Asia, France, Italy, Germany and the US. our staff. The bank also obtained the exclusive are also inspired by start-ups and fintechs, with NICK WARR We’ve made major investments to grow our Top Employers Europe 2019 Certification for whom we are already working. business. In Europe, we acquired ABN Amro’s creating outstanding employee conditions, For example by adopting new methodol- private management business in Luxembourg and for nurturing and developing talent. These ogies - a start-up mentality, design thinking, WealthBriefing EUROPEAN WealthBriefing EUROPEAN last September, bringing us an additional 5.6 distinctions are proof of the high level of moti- agile methods, design factories - we aim to • Evidence of expert third party endorsement € AWARDS 2019 AWARDS 2019 billion in assets under management. This ac- vation associated with the rigorous recruitment offer exclusive services that dove-tail with our quisition strengthened our position in the large and certification of our teams and ensure the clients’ expectations and that have a faster entrepreneur segment in Europe. In April of success of our back and front teams. time-to-market. FAMILY LAW LEGAL TEAM MANAGEMENT CONSULTANCY last year, we acquired the core banking oper- WealthBriefing EUROPEAN ations of Raiffeisen Bank International’s Polish What will you do to keep to the standard What do you hope will be the main AWARDS 2019 • Exclusive use of photographs of you at the arm. This positions us as the number one pri- of an award-winner and push ahead in the consequence of achieving this accolade? vate bank in Poland, with a 13 per cent market future? In the wealth management industry, only a share. Our three strategic priorities are: focus on high level of confidence motivates clients to
We continue to develop in Germany as well. client expectations, leverage our expertise entrust us with the management of their as- WealthBriefing EUROPEAN WealthBriefing EUROPEAN Our strong Private Banking business, address- across the entire BNP Paribas Group and sets. Even though our leading position and AWARDS 2019 AWARDS 2019 ing the needs of a digital savvy clientele, has adapt our business model to changing client financial soundness may be well-known, this event recorded impressive growth, and we have expectations. WealthBriefing award will be independent built a platform to address the specific needs We work closely with our clients to adapt our proof that clients can expect from us the PENSIONS ADVISOR OF THE YEAR of very high net worth (VHNW) and ultra-high offering to meet their demands, such as in the highest level of quality. net worth clients. We are focusing on the Mit- field of impact investments and for direct in- TAILOR YOUR INVESTMENTS telstand segment in a combined approach vestment in companies through equity funding How will you use the award to raise your • Digital and print formats with our corporate and institutional bank and or private equity. profile in the industry and among clients? With our presence across Europe, Asia and the Americas real estate. We are recruiting in Germany to The digital transformation of our business Press release, websites news, social me- support the growth of our platform across all is accelerating. Working hand in hand with dia, newsletters, e-mail signatures and much WealthBriefing EUROPEAN AWARDS 2019 and our best-in-class SRI and philanthropy advisors, we can segments. our clients, over 300 creative staff members more: we will activate all our channels to help you identify the positive investment opportunities that Outside of Europe, our wealth management in three design factories around the world promote this outstanding award. match the impact you want to make. business launched in the US in 2011, targeting are building an ambitious digital Client Ex- Our relationship managers are very proud • Digital copies distributed to the publisher’s Your wealth has a voice. Let it be heard. Silicon Valley entrepreneurs, and we stepped perience leveraging all the opportunities and always present our “gallery of awards” to up with our opening in New York in April 2018. offered by the latest technologies. prospects and clients! WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (in-house solutions only)
The bank for INNOVATIVE CLIENT SOLUTION CHANGE MANAGEMENT PROCESS/ BEST 60,000 global network IMPLEMENTATION OF A TECHNOLOGY SOLUTION a changing “OUR STRONG PRIVATE BANKING BUSINESS, ADDRESSING THE NEEDS OF A world DIGITAL SAVVY CLIENTELE, HAS RECORDED IMPRESSIVE GROWTH, AND WE
HAVE BUILT A PLATFORM TO ADDRESS THE SPECIFIC NEEDS OF VERY HIGH EUROPEAN EUROPEAN WealthBriefing WealthBriefing • Printed copies will be circulated at all NET WORTH (VHNW) AND ULTRA-HIGH NET WORTH CLIENTS.” AWARDS 2019 AWARDS 2019 July 2019 This advertisement is for informational purposes. It is not an offer for the purchase or sale of any financial instrument, investment product or service. BNP Paribas, a French Société Anonyme with a capital of 2.496.865.996 Euros, Head Office 16 boulevard des Italiens, 75009 Paris, France, registered under number 662 042 449 RCS Paris, registered in France as a bank with the French Autorité de Contrôle Prudentiel and regulated by the French Autorité des Marchés Financiers (AMF). © BNP Paribas (2019). All rights reserved. WealthBriefing and Family Wealth Report 210_297_BNP_WM_HORLOGE_UK_013800.indd 1 25/04/2019 16:58 events
ACCLAIM | WealthBriefing Recognises Leaders Across the Global Wealth Management Industry 11 14 ACCLAIM | AUGUST 2017
SUCCESS BY THE WEALTHBRIEFING EUROPEAN LISTENING TO WHAT AWARDS WINNERS 2017 ACRECOGNISING LEADERS ACCLAIMROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY THROUGH THE WEALTHBRIEFING AWARDS PROGRAMME Plug your wealth into CLIENTS REALLY WANT HIGHLY COMMENDED
a network that works. Vijay Kartha, CEO of Globacom tells Tom Burroughes from WealthBriefing WEALTH MANAGEMENT TECHNOLOGY CATEGORIES UK PRIVATE BANKING CATEGORIES how partnership with clients holds the key to its success. (TECHNOLOGY VENDORS ONLY) - CLIENT REPORTING CHARITY TEAM Added value We can connect you to a world of opportunities
Dubai-based FinTech firm Globacom The objective comes first and we all support Explain areas where you are pushing Technologies is an award winning glob- each other to reach our respective objectives forward, such as new products and EXCLUSIVE Aal financial technology company that regardless of level in the organisation. services. THE EUROPEAN You’re driven by the things that matter. You take pride in your achievements provides solutions to the investment manage- The work ethic that my colleagues have is We are currently working on many new areas 2017 2017 in your work and family life, and you know what it takes to succeed in both. ment industry. Many of these solutions are in incredible. If a client needs something, they and products. Of course, we cannot go into AWARDS WINNERS the realm of client engagement, such as; cli- are at the office until it gets done regardless too much detail here but what I can say is that, ent portals, advisor portals, and end-to-end of the time of day or night. They never like to we are working on some very smart technol- PRIVATE CLIENT CATEGORIES UK PRIVATE BANKING CATEGORIES PRIVATE CLIENT LAW FIRM OVERALL UK PRIVATE BANK Success often depends on the connections made on that journey. When onboarding. They are also specialists in inte- let a client or team member down and that is ogy. We are also adding some additional fi- it comes to the future of your family, business and wealth, it pays to work gration and can integrate any and all of your something I believe we all share. nancial planning features that will complement • A bespoke marketing brochure for distribution front and back-end systems together with our our end-to-end onboarding tool and meet the with the right people. proprietary tool called ReachOut. Explain how you intend to stay out front of needs of the US market which we are currently Globacom Technologies won the award for the competition. growing in. Change Management Process/Best Implemen- We plan on staying ahead of the competition Another excellent product we are working 2017 2017 At HSBC Private Banking, we’re driven to reach beyond the expected. tation of a Technology Solution, likely for their by listening to our clients and keeping our ears on is a combined client portal and onboarding We can leverage a genuinely global network of expertise, partnering seamless implementation of technology and to the ground. We continue to innovate and tool for fund management. This will allow em- among your peers and potential clients with you to achieve your goals and secure your legacy. their ability to work closely with their clients provide the market with what they need. ployers to onboard new employees and man- EUROPEAN PRIVATE BANKING CATEGORIES OTHER WEALTH MANAGEMENT CATEGORIES to achieve their digital transformation goals Many of our products have come from the age their accounts with great ease. Should DOMESTIC CLIENTS TEAM LEADING INDIVIDUAL (BANKER) without any interruption of their client services. needs of our clients. For example, some of these employers wish, their employees can Whether you’re looking to grow, manage or preserve your wealth, our clients have expressed strong interest in also manage their own accounts. JAMES WEST let’s start a conversation. Contact us today. What is your firm’s extra factor that an automated end-to-end onboarding system • A global ‘Best of the Best’ supplement explains why you won this award? that can connect to various backend systems What will this award do for your business? We believe that what differentiates us from such as their CRM. We then do the research, I believe this award will impact our business Wealth Planning. Investments. Banking. Trust services. Insurance. Philanthropy. our competitors is that we view ourselves as develop the programme, test it, and imple- both internally and externally. For our team 2017 2017 partners and not just vendors. Add to that a ment it (much to our clients’ excitement). It is that works very hard every day to put our cli- deep domain knowledge by our technical and now one of our most popular solutions. ents first and provide the top notch quality www.hsbcprivatebank.com delivery leads and you get an implementation Our company structure has helped us with service and technology on a daily bases, this celebrating all award winners in each that our clients have consistently been highly the flexibility to be able to respond quickly to award provides them with the recognition they INVESTMENT MANAGEMENT CATEGORIES satisfied with. market demands and we will continue to do so. deserve. We work very closely with all of our clients, All of our clients are reference clients for a understand their needs, and make sure that What obstacles has your firm had to reason, and this award supports that when SPECIALIST WEALTH/PRIVATE INVESTMENT MANAGER PRIVATE INVESTMENT OFFICE / MULTI-FAMILY the project is implemented seamlessly, on overcome to be an award-winner? speaking with prospects. We expect this – UNDER £5 BILLION AUM OFFICE category time and under budget. We enhance their The largest obstacle was that we did not have award will help set prospect and client expec- services and provide them with digital trans- a marketing department that would be able to tations and help keep our standards high. formation without any hiccups in their ser- apply for the award. That is why we brought vices. Their clients just see this new enhanced on Omar Hamwi, who is heading our Global How does the award help you to spread service overnight. Strategy and Business Development which the message about what you do? includes our marketing efforts and award We are honored to have been selected to 2017 2017 What specific qualities do your colleagues applications. achieve this award. We hope that by publi- have that helped you to win? A former World Banker and management cising this to wealth management specialists There are many qualities in our colleagues consultant, he brings nearly a decade of such as your followers and subscribers who SPECIALIST WEALTH/PRIVATE INVESTMENT ETF PROVIDER that have helped us win the award but the two experience in reaching new markets all over will read this article and related other social MANAGER – OVER £5 BILLION AUM major ones I want to point out are their team the globe. We are happy to have him on media posts on the award, will see what we do spirit and incredible work ethic. When we hire board and is helping us get the word out and how seamlessly our technology can inte- we look for those who are excellent team play- there on how we can help wealth manage- grate with new and legacy systems and how ers that work excellently in a flat organizational ment companies better engage their clients we can enhance their services for their clients structure. digitally. through our digital products and services. 2017 2017
ALTERNATIVE INVESTMENT MANAGER EXTERNAL ASSET MANAGEMENT PLATFORM AND “WE BELIEVE THAT WHAT DIFFERENTIATES US FROM OUR COMPETITORS OFFERING – EDITOR’S AWARD IS THAT WE VIEW OURSELVES AS PARTNERS AND NOT JUST VENDORS. ADD TO THAT A DEEP DOMAIN KNOWLEDGE BY OUR TECHNICAL AND
DELIVERY LEADS AND YOU GET AN IMPLEMENTATION THAT OUR CLIENTS 2017 2017 Issued by HSBC Holdings plc on behalf of HSBC group members. HSBC Private Banking is the principal private banking business of the HSBC Group. Private banking is carried out internationally by different HSBC group members in accordance with local regulatory requirements and in Hong Kong by The Hongkong and Shanghai HAVE CONSISTENTLY BEEN HIGHLY SATISFIED WITH.” August 2017 Banking Corporation Limited.
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A D Highworth Research Mirabaud S Tribe Impact Capital AAAccell Deutsche Bank HSBC Private Banking Montreux Capital Saffery Champness Trident Trust Company ABN AMRO Private Banking Deutsche Bank HSBC Retail Banking and Management Sanlam (Guernsey) Absolute Return Strategies Dion Wealth Multrees Saranac Partners ACPI Investments Dorsum Hughes Fowler Carruthers Schroder US Wealth U AFH Group Dow Jones Risk & N Management UBS Asset Management AM-One Limited Compliance I NPT UK Scorpio Partnership UBS Wealth Management Anaford Attorneys Druces IAWMC Nykredit Markets SEB Union Bancaire Privee Appway Dubai International Financial InvestCloud Nykredit Private Banking SEI Investments Aspectus Group Centre Authority Investec Wealth & SG Kleinwort Hambros V Asset Risk Consultants Dun & Bradstreet Investment O SIX Vistra UK Avignon Capital Investment & Wealth Objectway Sky News E Management Consultants Oracle Cancer Trust smartKYC W B EQ Investors Investment Software Orbium Societe Generale Private W&I Management Bank of Singapore ERI Banking Software IRESS Banking Walder Wyss Banque Paris Bertrand Expersoft Systems Irwin Mitchell Private Wealth Q SS&C Advent Walker Crips Sturdza EY Quantstore SS&C Technologies Waverton Investment Banque SYZ J Quibus Consulting St James’s Place Wealth Management BDO F J Stern Qumram Management Wealth Dynamix Bid-in FactSet Jersey Finance Standard Chartered Private WealthArc Bircham Dyson Bell Falcon Private Wealth JHC Financial P Bank WealthObjects BITA Risk Farrer & Co JTC Pictet & Cie (Europe) Stephenson Harwood Wedlake Bell BNP Paribas Wealth FinaMetrica @ Plan Plus PIMFA Stonehage Fleming Whitefoord Management Global K Plurimi Summit Trust Group Wise Investment BNY Mellon | Pershing Finantix Killik & Co Principles of Responsible SVS Securities Withers Brewin Dolphin findaWEALTHMANAGER.com Knadel Investment swissQuant Group BRT Forsters Private Investment SynPulse Buzzacott FundCount L Management Lincoln Private Investment ProFundCom T C G Office PwC TAM Asset Management Capital Generation Partners GAM Lombard Odier Taylor Wessing Capitalium Advisors Geneva Management Group/ London Wall Partners R Ten Lifestyle Group Charles Russell GMG Real Estate Lyxor ETF Ramsay Crookall The Courageous Ideas Chase de Vere Gresham House Rawlinson & Hunter Partnership Church House M Raymond James The Economist Citigold Wealth Management H MASTTRO RBC Wealth Management The Wealth Mosaic, UK Coombe Advisors Hawksford McDermott, Will & Emery Rothschild Private Wealth Thomson Reuters Coutts Headland Consultancy Met Zurich Tilney CUBE Headland Consultancy Mills & Reeve Tindeco
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WealthBriefing European Awards 2021 - Showcasing The Best In The Industry