Winners of the Third Annual WealthBriefing Channel Islands Awards 2024 were honoured in a ceremony featuring more than 100 guests at the Royal Yacht Hotel in St Helier, Jersey, on Thursday evening, 5 December.
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 of ClearView Financial Media, and Rachel Fokes, global awards and events head at ClearView, and form part of a global series from the publishing and events group. It is the third time that it has organised this programme for the Channel Islands’ industry.
The Awards programme demonstrates how Jersey and Guernsey’s profile as significant international financial centres continues to rise and does so against a backdrop of global change.
The Award categories are focused around three main areas: Experts (individuals and teams); products, and services for wealth managers and clients/ institutions of all sizes and types.
Winners this year are as follows;
Private Banking:
- Overall Private Bank: SG Kleinwort Hambros
- Pure Play Private Bank: Julius Baer
- Private Bank Employer of the Year: Standard Chartered Jersey
- Innovative Use of Technology or Customer Facing Platform: Lloyds Bank International
- Private Bank Credit Provider Team: Julius Baer
- Private Bank Investment Platform or Solution: Julius Baer
- Private Bank Corporate Social Responsibility Team: Standard Chartered Jersey
Trust:
- Overall Trust Company with AuA over £5 Billion: HSBC Trustee
- Independent Trust Company with AuA up to £2 Billion: Fort
- Independent Trust Company with AuA between £2 – £5 Billion: Crestbridge Family Office Services
- Independent Trust Company with AuA over £5 Billion: Oak Group
- Trust Company Fund Administration Service: Highvern
- Trust Company ESG Programme: Accuro
- Trust Company Employer of the Year: JTC
- Trust Company Family Office Services: Stonehage Fleming
- Best Overall Trust Company: RBC Wealth Management
Private Client and Fiduciary:
- Accountancy/Accounting Services: BDO Jersey Limited
- Family Office Governance: Itriom Limited
- Succession Planning Advisory Service: Ocorian
- Next-Gen Initiative: Spring Investment Management
Investment Management:
- Overall Investment Manager with AuM between £2 – £5 Billion: Rathbones Investment Management International
- Overall Investment Manager with AuM over £5 Billion: Barclays Private Bank
- Wealth Planning: Spring Investment Management
- Innovative Digital Asset Investment Platform: The Summit
Insurance:
- Overall Insurance Product or Service/Platform: Network Insurance & Financial Planning Limited
Technology:
- Overall WealthTech Provider: PlainSail
- Front Office: SS&C Technologies
- Compliance: Quantios
- Onboarding: Vega Technology
- Platform Provider: The Summit
- Client Lifecycle Management: Belasko
- Portfolio Management: FundCount
- Client Reporting: Landytech
- Client Communications: ClientWindow
- AI Solution: BDO Jersey Limited
- Management Solution (Technology): The Summit
- Innovative Client Solution: Quantios
Leadership and Individual:
- Chief Executive Officer (CEO): Jonathan Giles – Rathbones Investment Management International
- Female Leadership: Rebecca Goater – Network Insurance & Financial Planning Limited
- Leading Wealth Manager/Investment Professional: Joel Graves – Rathbones Investment Management International
- Thought Leadership: Itriom Limited
- Lifetime Achievement: Jos Ensink – Fort
Stephen Harris, ClearView Financial Media’s CEO, and publisher of Wealthbriefing, was first to extend his congratulations to all the winners: “Every category winner and highly commended firm has been subjected to rigorous and independent judging process and be rightly proud of the success they have achieved this year.
“These awards are so beneficial as they give organisations and individuals the opportunity to clarify their strategic thinking, have it independently validated, be recognized internally and externally and to celebrate in style with their peers. I offer my congratulations and best wishes for the future to all winners and highly commended firms.”
Pictured: Lifetime Achievement Award winner Jos Ensink, Chairman of Fort
