Print this article
EXCLUSIVE: Shortlist Of Potential Winners For WealthBriefing European Awards 2019
Editorial Staff
4 February 2019
UNITED KINGDOM PRIVATE BANKING CATEGORIES OVERALL UK PRIVATE BANK NOMINEES Barclays Private Bank Brown Shipley HSBC Private Bank JP Morgan Private Bank Kleinwort Hambros Lombard Odier DOMESTIC CLIENTS TEAM NOMINEES Barclays Private Bank HSBC Private Bank Kleinwort Hambros INTERNATIONAL CLIENTS TEAM NOMINEES Barclays Private Bank Citigold Wealth Management HSBC Private Bank HNW TEAM NOMINEES Citigold Wealth Management HSBC Private Bank UHNW TEAM NOMINEES HSBC Private Bank Kleinwort Hambros Lombard Odier WEALTH PLANNING TEAM NOMINEES Brown Shipley Kleinwort Hambros Sanlam BEST PRIVATE BANK - TALENT MANAGEMENT AND DIVERSITY NOMINEES Barclays Private Bank Deutsche Bank Wealth Management Standard Chartered Private Bank EUROPEAN PRIVATE BANKING CATEGORIES OVERALL EUROPEAN PRIVATE BANK NOMINEES Barclays Private Bank BNP Paribas Wealth Management Julius Baer Group Lombard Odier Schroder & Co Bank, Switzerland Societe Generale Private Banking DOMESTIC CLIENTS TEAM NOMINEES Banque Paris Bertrand Barclays Private Bank BNP Paribas Wealth Management Nykredit Private Banking Schroder & Co Bank, Switzerland INTERNATIONAL CLIENTS TEAM NOMINEES Banque SYZ Barclays Private Bank Schroder & Co Bank, Switzerland UHNW TEAM NOMINEES Banque SYZ BNP Paribas Wealth Management Deutsche Bank Wealth Management JP Morgan Private Bank REYL & Cie Societe Generale Private Banking BEST PRIVATE BANK - CLIENT SERVICE NOMINEES Banque Paris Bertrand Banque SYZ BNP Paribas Wealth Management Lombard Odier REYL & Cie Schroder & Co Bank, Switzerland BEST PRIVATE BANK - INVESTMENT MANAGEMENT PLATFORM NOMINEES Barclays Private Bank Lombard Odier Union Bancaire Privee PRIVATE BANK - BEST CREDIT PROVIDER NOMINEES Barclays Private Bank Societe Generale Private Banking INVESTMENT MANAGEMENT CATEGORIES SPECIALIST WEALTH MANAGER NOMINEES Bordier UK Capitalium Advisors Mediolanum International SPECIALIST INVESTMENT MANAGER NOMINEES ACPI Investments Banque SYZ Bordier UK Brown Shipley Julius Baer International Tribe Impact Capital PRIVATE INVESTMENT OFFICE NOMINEES Bedrock Group Capital Generation Partners Lincoln Private Investment Office Peritus Investment Consultancy Sanlam MULTI-FAMILY OFFICE NOMINEES Banque SYZ Bedrock Group Stonehage Fleming FUND MANAGER NOMINEES Banque Paris Bertrand Heartwood Investment Management Sanlam Skenderbeg Investment Management ALTERNATIVE INVESTMENT MANAGER NOMINEES ACPI Investments Avignon Capital Bedrock Group Gresham House Hermance Capital Partners Signia EXTERNAL ASSET MANAGEMENT PLATFORM AND OFFERING NOMINEES Bedrock Group Julius Baer Group PLATFORM PROVIDER NOMINEES Evooq FA Solutions InvestCloud Kuber Ventures ETF PROVIDER NOMINEES DWS Xtrackers Lyxor ETF WisdomTree Europe MARKETING/PR CATEGORIES BEST MARKETING OR PR CAMPAIGN NOMINEES Lombard Odier TechRules PRIVATE CLIENT CATEGORIES PRIVATE CLIENT LAW FIRM NOMINEES Druces Stephenson Harwood Wedlake Bell OFFSHORE LAW FIRM NOMINEES Babbe LLP Bedell Cristin Carey Olsen Collas Crill Ogier PRIVATE CLIENT LAWYER NOMINEES Druces – Neil Morris Stephenson Harwood – Emily Osborne Taylor Wessing – Nick Warr FAMILY LAW LEGAL TEAM NOMINEES Manders Law Royds Withy King PENSIONS ADVISOR OF THE YEAR NOMINEES RiverPeak Wealth Sanlam INDEPENDENT TRUST OR FIDUCIARY COMPANY NOMINEES Accuro Fiduciary Crestbridge Estera Hawksford Intertrust JTC Fairway Group INSTITUTIONAL TRUST OR FIDUCIARY COMPANY NOMINEES Kleinwort Hambros Northern Trust RBC Wealth Management MANAGEMENT CONSULTANCY NOMINEES Catalyst EY WEALTH MANAGEMENT TECHNOLOGY CATEGORIES FRONT OFFICE SOLUTION NOMINEES Avaloq Evooq Objectway Refinitiv SS&C Advent TechRules Wealth Dynamix Wealth Objects TRANSACTION PROCESSING SOLUTION NOMINEES Avaloq ERI Banking Software Expersoft Systems Objectway PORTFOLIO MANAGEMENT NOMINEES Charles River Development, a State Street Company Eagle Investment Systems Expersoft Systems JHC SS&C Advent SS&C Institutional and InvestmentManagement swissQuant Group Tiindeco CLIENT COMMUNICATIONS NOMINEES AM-One Dorsum Expersoft Systems FundCount CLIENT REPORTING NOMINEES BRT Expersoft Systems FundCount Globacom Technologies Masttro SimCorp Coric SS&C Advent SS&C Institutional and InvestmentManagement COMPLIANCE NOMINEES Appway ATEB suitability CUBE Fenergo JHC Know your Customer Prometeia Wealth Dynamix CRM SYSTEM NOMINEES Expersoft Systems FA Solutions TINDECO Wealth Dynamix Xpedition OUTSOURCING SOLUTION NOMINEES Avaloq BRT GPP Multrees BNY Mellon | Pershing SS&C Advent DATA PROVIDER NOMINEES Edgelab FactSet Preqin Refinitiv RISK PROFILING SOLUTION NOMINEES BITA Risk Expersoft Systems Globacom Technologies JHC Oxford Risk Profile Software RISK MANAGEMENT NOMINEES Evooq KlarityRisk Profile Software Prometeia swissQuant Group TINDECO ONBOARDING NOMINEES Appway Expersoft Systems Fenergo Objectway Profile Software Wealth Dynamix INNOVATIVE CLIENT SOLUTION NOMINEES AAAccell ATEB suitability Edge Lab Masttro Novastone swissQuant Group Wealth Dynamix WealthObjects INNOVATIVE FINTECH SOLUTION NOMINEES Edgelab InvestCloud Masttro Novastone Tiller Investments TINDECO Wealth Dynamix WealthObjects CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION NOMINEES Appway BITA Risk Expersoft Systems Objectway & BNY Mellon | Pershing Wealth Dynamix WealthObjects WEALTH MANAGEMENT TECHNOLOGY CATEGORIES INNOVATIVE CLIENT SOLUTION NOMINEES BNP Paribas Wealth Management Heartwood Investment Management Lombard Odier Netwealth Northern Trust Wealth Management Societe Generale Private Banking CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION NOMINEES Heartwood Investment Management Standard Chartered Private Bank SPECIAL WEALTH MANAGEMENT CATEGORIES CORPORATE SOCIAL RESPONSIBILITY/ DIVERSITY NOMINEES Deutsche Bank Wealth Management EQ Investors Tribe Impact Capital INTERNATIONAL FINANCE CENTRE NOMINEES Guernsey Jersey Qatar Financial Centre GLOBAL CUSTODIAN TO PRIVATE CLIENT BUSINESSES NOMINEES Multrees Northern Trust Wealth Management BNY Mellon | Pershing WEALTH PLANNING TEAM NOMINEES ABN AMRO Private Banking Societe Generale Private Banking UBP MOST PROMISING NEW ENTRANT/OFFERING NOMINEES Cadell Evooq Heartwood Investment Management KlarityRisk Tribe Impact Capital LEADERSHIP CATEGORIES LEADING INDIVIDUAL NOMINEES Barclays Private Bank Bank – Theophanis Theophanous BNP Paribas Wealth Management – Sofia Merlo OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP NOMINEES Barclays Private Bank BNP Paribas Wealth Management EY Scorpio Partnership Tribe Impact Capital Wealth Dynamix