Winners of the fourth annual WealthBriefing Channel Islands Awards were announced at a ceremony at the Royal Yacht Hotel in Jersey this week.
In categories ranging from technology to investment and private banking, individuals and firms from Jersey’s and Guernsey’s wealth management and private client sectors had the chance to showcase their achievements.
The Awards were organised by ClearView Financial Media, publisher of the WealthBriefing family of newswires that cover wealth management in Europe, Middle East, Asia-Pacific and North America. They were announced and presented by Stephen Harris, Group CEO, and Rachel Fokes, Director of Global Awards and Events at ClearView. This year’s Awards demonstrated once again how Jersey and Guernsey’s profiles as significant international financial centres continue to rise and do so against a backdrop of global change.
Winners this year are as follows:
Private Banking Categories
- Overall Private Bank: Investec Bank (Channel Islands)
- Pure Play Private Bank: Julius Baer
- Private Bank Employer of the Year: Standard Chartered
- Innovative use of Technology: UBS Global Wealth Management, UK and Channel Islands
- Private Bank Wealth Planning Team: Nedbank Private Wealth
- Private Bank Credit Provider Team: Julius Baer
- Private Bank HNW Team: Nedbank Private Wealth
- Private Bank Family Office Service Team: Julius Baer
- Private Bank Corporate Social Responsibility Initiative: Standard Chartered Trust Categories
- Best Overall Trust Company: RBC Wealth Management
- Overall Trust Company with AuA over £5 Billion: HSBC Trustee Limited
- Independent Trust Company with AuA Between £2 – £5 Billion: Cavenwell Group
- Independent Trust Company with AuA over £5 Billion: Accuro
- Boutique or Specialist Service: Advisory Services (Guernsey) Ltd
- Trust Company Technology Platform: Cavenwell Group
- Trust Company Fund Administration Service: HIGHVERN
- Trust Company Family Office Services: Belasko
Private Client And Fiduciary Service Categories
- Legal Advice: Dickinson Gleeson
- Family Office Services: Stonehage Fleming
- Family Office Governance: Equiom
- Succession Planning Advisory: Equiom
Investment Management Categories
- Overall Investment Manager with AuM up to £2 Billion: Oakglen Wealth
- Overall Investment Manager with AuM between £2 – £5 Billion: Rathbones Investment
Management International
- Overall Investment Manager with AuM over £5 Billion: Barclays Private Bank
- Multi Family Office: JTC Private Office
- International Wealth Planning: Concentric Group
- Newcomer: Oakglen Wealth
- Insurance Product or Service/Platform: Concentric Group
- Digital Assets Advisory: Crypto Legal
Marketing and PR Category
- Marketing and PR Campaign: Titan Wealth
Technology Categories
- Overall Wealth Technology Provider: Avaloq
- Front Office: EWG
- Transaction Processing: Avaloq
- Onboarding: EWG
- KYC: EWG
- Platform Provider: PlainSail
- Client Lifecycle Management: Belasko
- Portfolio Management: FundCount
- Risk Management: Avaloq
- Client Reporting: Landytech
- Client Accounting: Landytech
- Client Communications: ProFundCom
- AI Solution : Quantios
Leadership And Individual Categories
- Chief Executive Officer (CEO): Concentric Group – Gordon Bennie
- Female Leadership: Crestbridge Family Office Services – Heather Tibbo
- Investment Professional: Rathbones Investment Management International – Joe Peacock
- Trust Professional: Fairway Group – Mark Andrews
- Rising Star: Rathbones Investment Management International – Max Rogers
- Thought Leadership: Titan Wealth
Commenting on this year’s Awards, Rachel Fokes, Director of Global Events and Awards at ClearView Financial Media, said: “We are delighted to announce the winning organisations and individuals in this year’s Channel Islands awards programme. A big “thank you” must go to the sponsors for their generous support, the judges for their diligence and professionalism, and all who entered for their enthusiasm.”
Pictured: The Wealthbriefing events team at the event at the Royal Yacht.
