JTC’s private client services division in Guernsey and Jersey, including the success of the firm’s shared ownership model and its ESG proposition, has been recognised through two wins at the inaugural WealthBriefing Channel Islands Awards 2022.
The firm was announced as the winner of both the ‘Trust Employer of the Year’ and ‘Trust ESG Programme’ categories on 8th December at an awards ceremony held at the Grand Jersey Hotel & Spa.
The awards, independently judged by a panel of experts, were created to celebrate the brightest and best amongst the Channel Islands’ wealth management community, encompassing teams and individuals.
This latest achievement follows JTC’s success last month at the annual WealthBriefing MENA Awards for Excellence 2022, where the firm was selected as the winner in the categories for ‘Independent Trust or Fiduciary Company’ and ‘Wealth Management Rising Star Under 40’.
Commenting on JTC’s success, Wendy Holley (pictured), Chief Operating Officer and Chief Sustainability Officer at JTC, said: “At JTC, we are committed to supporting our people and believe that we are stronger together – something that is underpinned by our shared ownership model, which is fundamental to our culture and success. It is wonderful to see this recognised through receiving the award for ‘Trust Employer of the Year’.
“We also take our responsibility towards sustainability seriously. Throughout 2022, we have developed our ESG governance framework, whilst also creating a range of innovative solutions, which provide ESG services to clients looking to progress and deliver their own strategies for more sustainable practices. Being selected as the winner for ‘Trust ESG Programme’ highlights our work in this crucial area and is a reflection of the high standards we hold ourselves to in our efforts to continually develop our ESG credentials.”
The full list of winners is as follows:
Private Banking Categories (Overall)
- Overall Private Bank – Investec Bank (Channel Islands) Limited
- Pure Play Private Bank – Julius Baer
- Private Bank Employer of the Year – Kleinwort Hambros
Private Banking Categories (Team Based)
- Private Bank Wealth Planning Team – Julius Baer
- Private Bank Credit Provider Team – Kleinwort Hambros
- Private Bank Estate Planning Team – Emirates NBD Trust Company (Jersey) Limited
- Private Bank ESG/Impact Investing Team – Standard Chartered
- Private Bank Family Office Services Team – Emirates NBD Trust Company (Jersey) Limited
Trust Categories
- Overall Trust Company – RBC Wealth Management
- Trust Company with an International HQ (Outside CI) – IQ-EQ
- Independent Trust Company – Accuro Trust (Jersey) Ltd
- Institutional Trust Company – Standard Bank
- Trust Company Fund Administration Service – Highvern
- Trust Company ESG Programme – JTC
- Trust Company Employer of The Year – JTC
- Trust Company Family Office Services – Stonehage Fleming
Private Client And Fiduciary Service Categories
- Investor Services – IQ-EQ
- Legal Team – Collas Crill
- Family Office Governance – Ocorian
Investment Management Categories
- Overall Investment Manager – Barclays Private Bank
- Fund Manager – Odey Wealth Management
Specialist Categories
- Management/Regulatory Consultancy (Non-Tech) – Sabre Advisory Limited
WealthTech Categories (Technology Solution Providers)
- Overall Wealthtech Provider – InvestCloud
- Front Office – SS&C Advent
- Onboarding – TrustQuay
- KYC – Verify by Tiller
- Portfolio Management – SS&C Advent
- Client Reporting – Landytech
- Client Communications – ProFundCom
- Innovative Client Solution – TrustQuay
Leadership And Individual Categories
- Chief Executive Officer (CEO) – Andy Finch – Canaccord Genuity Wealth Management
- Female Leadership – Heather Tibbo – Crestbridge Family Office Services
- Leading Wealth Manager/Investment Professional – Tim Childe – Quilter Cheviot Investment Management
- Leading Trust Professional – Steve Gully – Alex Picot Trust Company Ltd
- Thought Leadership – Standard Bank
- Lifetime Achievement – Mark Chasey – Oak Group
