Global private wealth publisher WealthBriefing has announced the winners of this year’s Channel Islands Awards, which showcase organisations deemed by the judges to have demonstrated innovation and excellence during the last year.
The winners of the Awards, whose headline sponsor was SG Kleinwort Hambros and which were announced at a presentation ceremony this week at the Grand Jersey Hotel & Spa, included:
Private Banking Categories (Overall)
- Overall Private Bank – Investec Bank (Channel Islands)
- Pure Play Private Bank – Julius Baer
- Private Bank Employer of the Year – Barclays Private Bank
Private Banking Categories (Team Based)
- Private Bank Wealth Planning Team – Julius Baer
- Private Bank Credit Provider Team – SG Kleinwort Hambros
- Private Bank Family Office Services Team – Barclays Private Bank
- Private Bank Corporate Social Responsibility Team – Standard Chartered
Trust Categories
- Overall Trust Company with AuA over £5bn – RBC Wealth Management
- Independent Trust Company with AuA £2bn-£5bn – Alex Picot Trust
- Independent Trust Company with AuA over £5bn – Accuro Trust (Jersey)
- Trust Company Technology Platform – Spring Investment Management
- Trust Company ESG Programme – Accuro Trust (Jersey)
- Trust Company Family Office Services – Stonehage Fleming
Overall Trust Category
- Best Overall Trust Company – JTC
Private Client and Fiduciary Service Categories
- Legal Team – Carey Olsen
Investment Management Categories
- Overall Investment Manager with AuM £2bn-£5bn – Rathbones Investment Management International
- Overall Investment Manager with AuM over £5bn – Ravenscroft
- Pension Services – Spring Investment Management
- Innovative Digital Asset Investment Platform – SG Kleinwort Hambros
Marketing and PR Categories
- Marketing and PR Campaign – Crestbridge Family Office Services
Technology Categories (Technology Solution Providers)
- Overall WealthTech Provider – TrustQuay Viewpoint
- Front Office – SS&C Advent
- Transaction Processing – Corpay Cross-Border Solutions
- Compliance – AI Compliance
- Onboarding – SS&C Advent
- Platform Provider – BNY Mellon | Pershing
- Portfolio Management – Spring Investment Management
- Client Reporting – Spring Investment Management
- Client Communications – ProFundCom
- Management Consultancy (Technology) – BDO Jersey
Leadership and Individual Categories
- Chief Executive Officer – Matthew Millard-Beer, Itriom
- Female Leadership – Anna Trickey, Group Head of Legal and Compliance, Canaccord Genuity Wealth Management
- Chief Investment Officer – Kevin Boscher, Ravenscroft
- Leading Wealth Manager/Investment Professional – Chris Stead, Melville Douglas
- Lifetime Achievement – Matthew Sutton, Rathbones Investment Management International
Launched last year, the awards celebrate success amongst the wealth management community across Jersey and Guernsey and are part of an established global programme recognising excellence in many of the world’s wealth management centres.
Stephen Harris, CEO of WealthBriefing’s parent company ClearView Financial Media, said: “The Second Annual WealthBriefing Channel Islands Awards are a prestigious platform that recognise the outstanding achievements and contributions of individuals and organisations in the wealth management sector. These awards acknowledge the dedication, innovation, and excellence that define this region’s financial landscape.”
