The WealthBriefing Channel Islands Awards 2023, presented at the Grand Hotel, are part of a global programme run by WealthBriefing, and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all of the world’s major wealth management centres.
The awards were designed to showcase outstanding organisations grouped by specialism and geography which the panel of independent judges deemed to have “demonstrated innovation and excellence during the last year”.
See the full list of winners below…
PRIVATE BANKING CATEGORIES (OVERALL)
Overall Private Bank: Investec Bank (Channel Islands) Limited
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 £5 Billion: RBC Wealth Management
Independent Trust Company with AuA Between £2-5 Billion: Alex Picot Trust
Independent Trust Company with AuA Over £5 Billion: Accuro Trust (Jersey) Ltd
Trust Company Technology Platform: Spring Investment Management
Trust Company ESG Programme: Accuro Trust (Jersey) Ltd
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 Between £2-5 Billion: Rathbones Investment Management International
Overall Investment Manager with AuM Over £5 Billion: 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 Limited
LEADERSHIP AND INDIVIDUAL CATEGORIES
Chief Executive Officer (CEO): Itriom Limited – Matthew Millard-Beer
Female Leadership: Canaccord Genuity Wealth Management – Anna Trickey
Chief Investment Officer (CIO): Ravenscroft – Kevin Boscher
Leading Wealth Manager/Investment Professional: Melville Douglas – Chris Stead
Lifetime Achievement: Rathbones Investment Management International – Matthew Sutton
Pictured top: The team at Ravenscroft pick up their awards.