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EXCLUSIVE: Shortlist Of Potential Winners For WealthBriefing European Awards 2020

Editorial Staff, 5 February 2020

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Here are the nominees for this year's WealthBriefing European Awards, to be announced in London on 23 April and one of the big events in the industry calendar.

INVESTMENT PRODUCT PROVIDER

Winner to be announced at awards dinner.

ALTERNATIVE INVESTMENT MANAGER

NOMINEES
Avignon Capital
BNP Paribas Wealth Management
Gresham House
Skenderbeg Investment Management
SYZ Capital

EXTERNAL ASSET MANAGEMENT PLATFORM AND OFFERING 

NOMINEES
Dolfin
Evooq
Julius Baer

PLATFORM PROVIDER

NOMINEES
Dolfin
Evooq
Overstone

ETF PROVIDER

Winner to be announced at awards dinner.

Marketing/PR Categories
BEST MARKETING or PR CAMPAIGN

NOMINEES
Barclays Private Bank – Evolution of Evolution
Barclays Private Bank – Smarter Giving Campaign
Dolfin
Lombard Odier
Sanlam

Private Client Categories
PRIVATE CLIENT LAW FIRM

NOMINEES
Druces 
Stephenson Harwood

OFFSHORE LAW FIRM 

NOMINEES
Carey Olsen
Ogier

PRIVATE CLIENT LAWYER 

NOMINEES
Druces – Robert Macro
Stephenson Harwood – Emily Osborne

INDEPENDENT TRUST OR FIDUCIARY COMPANY  

NOMINEES
Accuro 
Crestbridge 
Highvern Trustees 
Intertrust 
IQ-EQ 
JTC 
OAK Group 

INSTITUTIONAL TRUST OR FIDUCIARY COMPANY

NOMINEES
Kleinwort Hambros
RBC Wealth Management

ESTATE PLANNING

Winner to be announced at awards dinner.

MANAGEMENT CONSULTANCY

NOMINEES
Alpha Financial Markets Consulting
EY
Sionic


Wealth Management Technology Categories
(Tech vendors only)
NOMINEES
AM-One 
Avaloq
Evooq
Expersoft Systems 
Finantix 
Profile Software 
SS&C Advent 
swissQuant Group 

TRANSACTION PROCESSING SOLUTION

NOMINEES
AM-One
Avaloq
ERI Banking Software
Expersoft Systems

PORTFOLIO MANAGEMENT  

NOMINEES
AM-One
BITA Risk
ERI Banking Software
Evooq 
Expersoft Systems
SS&C Advent 
swissQuant Group 
Tindeco Financial Services 

CLIENT COMMUNICATIONS

NOMINEES
AM-One
Dorsum 
Expersoft Systems
FundCount
SS&C Vision FI

CLIENT REPORTING

NOMINEES
AM-One
Dorsum 
Expersoft Systems
FundCount
Prometeia
SimCorp Coric
SS&C Advent
TechRules

COMPLIANCE

NOMINEES
AM-One
ERI Banking Software
Expersoft Systems
Fenergo
KlarityRisk
Know Your Customer
Prometeia

CRM SYSTEM

NOMINEES
AM-One
Expersoft Systems
Tindeco Financial Services  

OUTSOURCING SOLUTION

NOMINEES
AM-One
Avaloq
Expersoft Systems
GPP Group
Multrees Investor Services
Overstone
BNY Mellon | Pershing
SEI Wealth Platform

DATA PROVIDER

NOMINEES
FactSet
FE fundinfo
Morningstar UK 
Preqin

CLIENT ACCOUNTING

Winner to be announced at awards dinner.

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