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EXCLUSIVE: Shortlist Of Potential Winners For WealthBriefing European Awards 2019

Editorial Staff, 4 February 2019

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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 (TECH VENDORS ONLY)      

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 (IN-HOUSE SOLUTIONS ONLY)

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 (IN-HOUSE)

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 (BANKER)

NOMINEES

Barclays Private Bank Bank – Theophanis Theophanous

BNP Paribas Wealth Management – Sofia Merlo

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY)

NOMINEES

Barclays Private Bank

BNP Paribas Wealth Management

EY

Scorpio Partnership

Tribe Impact Capital

Wealth Dynamix

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