Rathbones, EWG, Julius Baer and Concentric Group were among the big winners at the fourth WealthBriefing Channel Islands Awards.
The awards recognised outstanding organisations based in Jersey and Guernsey in the wealth management, private client and family office sectors.
Over 40 awards, that spanned categories recognising service, individuals and technology, were presented to local firms at a ceremony at The Royal Yacht Hotel in Jersey.
They are hosted by news service WealthBriefing as part of its global series of awards presentations.
And the winners were…
Private Banking (overall)
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 Banking (team-based)
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
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
Legal Advice: Dickinson Gleeson
Family Office Services: Stonehage Fleming
Family Office Governance: Equiom
Succession Planning Advisory: Equiom
Investment Management
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
Marketing and PR Campaign: Titan Wealth
Technology (technology solution providers)
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
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
“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,” said Stephen Harris, co-presenter of the awards and CEO of ClearView Financial, the publisher of WealthBriefing.
“These awards are so beneficial as they give organisations and individuals the opportunity to clarify their strategic thinking, have it independently validated, be recognised 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 – they are all worthy recipients who join the elite list of wealth management professionals who form the global elite of Wealthbriefing Channel Islands winners,” he added.
Rachel Fokes, co-presenter and 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.”