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REVEALED: Winners of WealthBriefing Channel Islands Awards

REVEALED: Winners of WealthBriefing Channel Islands Awards

Friday 08 December 2023

REVEALED: Winners of WealthBriefing Channel Islands Awards

Friday 08 December 2023


Winners were announced last night at the second annual awards ceremony recognising the most innovative and exceptional finance firms, teams and individuals in the Channel Islands.

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.

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