The WealthBriefing European Awards 2027
Please note that this is the first stage of the nomination process. If you subsequently decide not to continue with entering these awards, you are under no obligation to do so.
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Category Selection
European Wealth Management Categories
OVERALL EUROPEAN PRIVATE BANK
Awarded To: A European private bank that has demonstrated excellence across a range of disciplines within the HNW/UHNW sector.
DOMESTIC CLIENTS TEAM
Awarded To: A team whose clients are domiciled in the jurisdiction in which the bank itself operates. Focus can be HNW or UHNW.
INTERNATIONAL CLIENTS TEAM
Awarded To: A team whose clients are NOT domiciled in the jurisdiction in which the bank itself operates. Focus can either be HNW or UHNW.
EUROPEAN BANK WITH HQ OUTSIDE EUROPE
Awarded To: A European branch of a private bank that has a HQ outside of the European region (such as the Middle East, North America or Asia).
HNW TEAM
Awarded To: A team who look after clients with under EUR 20 million with the bank.
UHNW TEAM
Awarded To: A team who look after clients with over EUR 20 million with the bank.
PRIVATE BANK - CLIENT SERVICE
Awarded To: A private bank for excellence and innovative client service.
PRIVATE BANK - INVESTMENT MANAGEMENT PLATFORM
Awarded To: A platform providing securities, fund wraps or funds to enable investors to buy and hold securities and funds on the platform.
PRIVATE BANK - CLIENT INITIATIVE
Awarded To: A private bank or wealth management organisations which have, with a new product or service initiative, significantly enhanced their overall offering.
PRIVATE BANK - EMPLOYER OF THE YEAR
Awarded To: A private bank that has demonstrated its ability to attract and retain its employees through a combination of skillful recruitment or talent management.
PRIVATE BANK - CREDIT PROVIDER
Awarded To: An institution that provides credit for family office, UHNW and/or HNW clients.
PRIVATE BANK - CUSTOMER FACING DIGITAL CAPABILITIES (BANKING)
Awarded To: A private bank that demonstrates superior client facing digital capabilities in banking through mobile apps or online banking delivered in conjunction with advisors.
PRIVATE BANK - CUSTOMER FACING DIGITAL CAPABILITIES (INVESTMENTS)
Awarded To: A private bank/wealth manager that demonstrates superior client facing capabilities in investment management through mobile apps or online investment management. This can cover investment ideas, objectives, portfolio construction, simulation, alerting and rebalancing that are delivered in conjunction with advisors.
PRIVATE BANK - WEALTH PLANNING TEAM
Awarded To: A team that has excelled in performing wealth planning services.
PRIVATE BANK - INTERNATIONAL WEALTH PLANNING TEAM
Awarded To: A team that has excelled in performing wealth planning services.
PRIVATE BANK - PRIVATE EQUITY OFFERING
Awarded To: A private bank offering extensive private equity opportunities.
WEALTH MANAGEMENT BUSINESS - BENELUX REGION
Awarded To: A wealth management business located in Belgium, Netherlands, Luxembourg or wealth manager/team servicing any or all of these countries.
WEALTH MANAGEMENT BUSINESS - NORDIC REGION
Awarded To: A wealth management business located in Finland, Sweden, Denmark, Norway, Iceland or wealth manager/team servicing any or all of these countries.
WEALTH MANAGEMENT BUSINESS - IBERIAN REGION
Awarded To: A wealth management business located in Spain, Portugal, Andorra or wealth manager/team servicing any or all of these countries.
WEALTH MANAGEMENT BUSINESS - CENTRAL OR EASTERN EUROPEAN REGION
Awarded To: A wealth management business located in Austria, Germany, Hungary, Poland, Slovakia, Czech Republic, Ukraine, or wealth manager/team servicing any or all of these countries.
WEALTH MANAGEMENT BUSINESS - THE PRINCIPALITY OF MONACO
Awarded To: A wealth management business located in or wealth manager/team servicing Monaco.
WEALTH MANAGEMENT BUSINESS - SWITZERLAND
Awarded To: A wealth management business located in or wealth manager/team servicing Switzerland.
WEALTH MANAGEMENT BUSINESS - MALTA
Awarded To: A wealth management business located in Malta or wealth manager/team servicing Maltese clients.
United Kingdom Private Banking Cateogories
OVERALL UK PRIVATE BANK
Awarded To: A UK-based private bank that has demonstrated excellence across a range of disciplines within the HNW/UHNW sector.
DOMESTIC CLIENTS TEAM
Awarded to: A team whose clients are domiciled in the jurisdiction in which the bank itself operates. Focus can be HNW or UHNW.
PRIVATE BANK - INTERNATIONAL CLIENTS TEAM
Awarded To: A team whose clients are NOT domiciled in the jurisdiction in which the bank itself operates. Focus can either be HNW or UHNW.
HNW TEAM
Awarded To: A team that looks after clients with under £20 million with the bank.
UHNW TEAM
Awarded To: A team that looks after clients with over £20 million with the bank.
WEALTH PLANNING TEAM
Awarded To: A banking team that is dedicated to clients’ tax, trust and wealth structuring issues.
INTERNATIONAL WEALTH PLANNING TEAM
Awarded To: A banking team that is dedicated to clients’ tax, trust and wealth structuring issues.
PRIVATE BANK - CLIENT INITIATIVE
Awarded To: A private banks or wealth management organisation which have, with a new product or service initiative, significantly enhanced their overall offering.
PRIVATE BANK - CLIENT SERVICE
Awarded To: A private bank for excellence and innovative client service.
PRIVATE BANK - INVESTMENT MANAGEMENT PLATFORM
Awarded To: A platform providing securities, fund wraps, funds to enable investors to buy and hold securities and funds on the platform.
PRIVATE BANK - LEADERSHIP TEAM
Awarded To: A senior management team in all private banks in the United Kingdom.
PRIVATE BANK - TALENT MANAGEMENT & DIVERSITY
Awarded To: A private bank demonstrating superior talent acquisition, diversity of approach, training support and management.
PRIVATE BANK - BEST CREDIT PROVIDER
Awarded To: A private bank that provides credit for family office, UHNW and HNW clients.
PRIVATE BANK - CUSTOMER FACING DIGITAL CAPABILITIES
Awarded To: A private bank that demonstrates superior client facing digital capabilities through mobile apps or online banking delivered in conjunction with advisors.
Investment Management Categories
SPECIALIST INVESTMENT MANAGER WITH ASSETS UNDER MANAGEMENT UP TO £1 BILLION
Awarded To: An organisation that provides specialist investment services to help clients manage their wealth.
SPECIALIST INVESTMENT MANAGER WITH ASSETS UNDER MANAGEMENT UP TO £2 BILLION
Awarded To: An organisation that provides specialist investment services to help clients manage their wealth.
SPECIALIST INVESTMENT MANAGER WITH ASSETS UNDER MANAGEMENT BETWEEN £2-5 BILLION
Awarded To: An organisation that provides specialist investment services to help clients manage their wealth.
SPECIALIST INVESTMENT MANAGER WITH ASSETS UNDER MANAGEMENT OVER £5 BILLION
Awarded To: An organisation that provides specialist investment services to help clients manage their wealth.
INVESTMENT CONSULTANCY
Awarded To: An organisation providing investment consultancy services to help clients manage their wealth.
PRIVATE INVESTMENT OFFICE
Awarded To: An independent organisation that focuses on broad multi-asset investment strategies and portfolios.
MULTI FAMILY OFFICE UP TO £1 BILLION ASSETS UNDER MANAGEMENT
Awarded To: An organisation that supports families to manage their wealth and that provides a range of services covering family advice, investments, tax, estate planning etc.
MULTI FAMILY OFFICE BETWEEN £1-3 BILLION ASSETS UNDER MANAGEMENT
Awarded To: An organisation that supports families to manage their wealth and that provides a range of services covering family advice, investments, tax, estate planning etc.
MULTI FAMILY OFFICE OVER £3 BILLION ASSETS UNDER MANAGEMENT
Awarded To: An organisation that supports families to manage their wealth and that provides a range of services covering family advice, investments, tax, estate planning etc.
FUND MANAGER
Awarded To: A provider of collective investments for wealthy clients.
INVESTMENT PRODUCT PROVIDER
Awarded To: An investment manager based in Europe whose products are available to private clients within Europe.
ALTERNATIVE INVESTMENT MANAGER (BANK/INSTITUTIONAL)
Awarded To: A bank or institute based in Europe whose alternative investments are available to private clients within Europe.
ALTERNATIVE INVESTMENT MANAGER (INDEPENDENT)
Awarded To: An independent manager based in Europe whose alternative investments are available to private clients within Europe.
EXTERNAL ASSET MANAGEMENT PLATFORM & OFFERING
Awarded To: An organisation providing a platform and exceptional support for external asset managers.
RESEARCH SUPPORT FOR EXTERNAL ASSET MANAGERS
Awarded To: Private banks and other organisations, which fulfilling the custodian function, are actively supporting External Asset Managers.
ONBOARDING PROGRAMME FOR EXTERNAL ASSET MANAGERS
Awarded To: Private banks, which fulfilling the custodian function, are actively supporting External Asset Managers.
PLATFORM PROVIDER
Awarded To: A provider of tools, strategies, model portfolios and access to investment products for the wealth management community.
FX SOLUTION PROVIDER
Awarded To: A provider of foreign exchange services to wealth management organisations or clients.
STRUCTURED PRODUCT PROVIDER
Awarded To: A wealth manager or service provider providing an exceptional structured product or range of products or support services.
MOST INNOVATIVE THEMATIC PROPOSITION
Awarded To: A provider offering an innovative thematic proposition.
DISCRETIONARY FUND MANAGEMENT (DFM) OFFERING
Awarded To: A provider with a leading discretionary fund management offering to clients.
DIGITAL ASSETS SOLUTION/FUND MANAGER
Awarded To: Non-banking firm supporting and facilitating investment in the digital assets marketplace by UHNW clients. Open to investment managers and platform providers.
EQUITY-BASED INVESTMENT STRATEGY
Awarded To: An organisation offering equity-based investment strategies to the U/HNW market.
INSURANCE PRODUCT OR SERVICE PROVIDER
Awarded To: An organisation that provides specialist insurance services or advice to HNW clients.
ALTERNATIVE INVESTMENT PRODUCT PROVIDER
Awarded To: ALTERNATIVE INVESTMENT PRODUCT PROVIDER
Private Client Categories
PRIVATE CLIENT LAW FIRM
Awarded To: A law firm team or barrister dedicated to private client issues.
OFFSHORE LAW FIRM
Awarded To: An offshore-based law firm.
PRIVATE CLIENT LAWYER
Awarded To: An individual lawyer dedicated to private client issues.
FAMILY LAW LEGAL TEAM
Awarded To: A law firm or practice dedicated to the practice of Family Law for clients.
PENSIONS ADVISOR OF THE YEAR
Awarded To: A firm or individual who offers financial advice in the field of pensions, structuring and investment advice.
TAX TEAM
Awarded To: A team in a professional services firm specialising in advising on the tax affairs of private clients.
ACCOUNTANCY TEAM
Awarded To: A team in an accountancy firm specialising in reporting, transacting or wealth structuring for private clients.
INDEPENDENT TRUST OR FIDUCIARY TEAM
Awarded To: A trust company team that is independent of a larger non-trust business.
INDEPENDENT TRUST OR FIDUCIARY COMPANY - CLIENT EXPERIENCE INITIATIVE
Awarded To: European-based trust firms, teams or practitioners dedicated to private clients.
INDEPENDENT TRUST OR FIDUCIARY COMPANY - EMPLOYER OF THE YEAR
Awarded To: European-based trust firms, teams or practitioners dedicated to private clients.
INSTITUTIONAL TRUST OR FIDUCIARY TEAM
Awarded To: A team within a trust company or a team offering fiduciary services to the wealth management market.
ESTATE PLANNING
Awarded To: An organisation that provides estate planning advice to private clients.
MANAGEMENT CONSULTANCY
Awarded To: An individual or firm that provides consultancy services to wealth management organisations and/or family offices.
WEALTH PLANNING
Awarded To: A private client organisation;trust firm, law firm and any other organisation performing wealth planning services.
Wealth Management Technology (Vendors) Categories
OVERALL FRONT OFFICE SOLUTION PROVIDER
Awarded To: A technology company that provides an integrated solution that includes a combination of onboarding, CRM, client reporting, client risk profiling, portfolio management, client facing digital solutions including mobile apps.
TRANSACTION PROCESSING SOLUTION
Awarded To: A technology provider that offers straight through processing and core banking.
PORTFOLIO MANAGEMENT
Awarded To: A technology solution provider specialising in tools for managing clients’ investment portfolios and monitoring against mandate.
CLIENT COMMUNICATIONS
Awarded To: A technology solution provider specialising in tools for wealth managers to communicate with clients including companies monitoring and record-keeping (that may or may not relate to social media).
CLIENT REPORTING
Awarded To: A technology solution provider specialising in tools for wealth managers to report performance and other data to clients.
COMPLIANCE
Awarded To: A technology provider specialising in solutions and tools to help the compliance function.
CRM SYSTEM
Awarded To: A provider of client relationship management systems for wealth managers.
CLIENT LIFECYCLE MANAGEMENT SOLUTION
Awarded To: A technology provider offering a solution that manages the client relationship from the on-boarding process through the entire client lifecycle.
DATA PROVIDER
Awarded To: A technology vendor providing financial data to private banks and other wealth managers.
CLIENT ACCOUNTING
Awarded To: A technology vendor that excels in providing an accounting solution for private client wealth.
SUITABILITY PRODUCT
Awarded To: A provider of a technology solution to help wealth managers assess and document the investment risk appetite of clients.
RISK MANAGEMENT
Awarded To: A technology solution provider specialising in tools for wealth managers to manage portfolio and non-portfolio risk.
ON-BOARDING
Awarded To: A technology solution to help wealth managers bring new clients into their organisation.
KYC AND/OR AML SOLUTION
Awarded To: A technology solution to help wealth managers bring new clients into their organisation through effective and efficient screening.
INNOVATIVE CLIENT SOLUTION B2B
Awarded To: An institution that has developed innovative products and services for their clients as part of a solutions-focused service model.
INNOVATIVE CLIENT SOLUTION B2C
Awarded To: An institution that has developed innovative products and services for their clients as part of a solutions-focused service model.
CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION
Awarded To: A technology vendor or their clients that has successfully implemented multi-functional change programmes to significantly improve client experience and performance. Open also to clients of technology companies.
INNOVATIVE WEALTHTECH SOLUTION B2B
Awarded To: A technology business that has an innovative wealth management offering.
INNOVATIVE WEALTHTECH SOLUTION B2C
Awarded To: A technology business that has an innovative wealth management offering.
INNOVATIVE FAMILY OFFICE TECHNOLOGY SOLUTION
Awarded To: A technology business that has an innovative offering aimed at family offices.
INNOVATIVE USE OF ARTIFICIAL INTELLIGENCE
Awarded To: A technology company servicing the wealth management industry.
BEST TECHNOLOGY OUTSOURCING SOLUTION
Awarded To: Third-party organisations providing business processes or systems to wealth management businesses.
CYBER SECURITY
Awarded To: A technology company or consultancy providing services or products aimed at preventing a cyber security breach or handling the aftermath of such an event targeting a wealth management firm, family office, family business or a HNW individual.
BEST BLOCKCHAIN-BASED SOURCING SOLUTION
Awarded To: A solution provider to the wealth management market that uses blockchain technology in, or as part of, its offering.
ROBO-ADVISORY SOLUTION
Awarded To: A platform that provides Robo advice to private clients.
CLIENT INVESTMENT APPLICATION
Awarded To: Providers of client investment application systems for wealth managers.
MOST INNOVATIVE FINTECH OR WEALTHTECH SOLUTION
Awarded To: Technology businesses that have a demonstrably innovative wealth management offering.
CHIEF TECHNOLOGY OFFICER
Awarded To: The CTO of any technology organisation in the wealth management industry.
CHIEF EXECUTIVE OFFICER
Awarded To: The CEO of any technology organisation in the wealth management industry.
Wealth Management Technology (In-House) Categories
INNOVATIVE CLIENT SOLUTION
Awarded To: An institution that has developed innovative products and services for their clients as part of a solutions-focused service model.
CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION
Awarded To: A bank, wealth manager or their client who have successfully implemented multi-functional change programmes to significantly improve client experience and performance.
INNOVATIVE USE OF ARTIFICIAL INTELLIGENCE
Awarded To: Any organisation involved in the wealth management industry.
Specialist Wealth Management Categories
MARKETING OR PR CAMPAIGN (ONLINE, PRINT, BRAND LAUNCH/RELAUNCH)
Awarded To: A wealth manager or other private client practitioner that has used online or print channels to promote their services to private clients or to raise their profile either within the industry or to clients. Open also to PR companies.
USE OF SOCIAL MEDIA
Awarded To: An organisation which has used social media platforms to promote their services or to raise their profile either within the industry or to clients.
CORPORATE SOCIAL RESPONSIBILITY
Awarded To: An organisation with a good record in being a worthy corporate citizen.
DIVERSITY AND INCLUSION IN WEALTH MANAGEMENT (COMPANY)
Awarded To: A wealth organisation committed to diversity and inclusion in the workplace.
WEALTH MANAGEMENT EXECUTIVE SEARCH FIRM (EUROPE)
Awarded To: An executive search firm based in Europe (branch or HQ) with a focus or specialist team covering wealth management in Europe.
INTERNATIONAL FINANCE CENTRE
Awarded To: An IFC based in any country that is actively promoting itself in European markets.
GLOBAL CUSTODIAN TO A PRIVATE CLIENT BUSINESS
Awarded To: A custodian offering services to private client business.
PHILANTHROPY OFFERING/INITIATIVE OF THE YEAR
Awarded To: An organisation that has excelled in the provision of philanthropy advice or execution, or a charitable initiative.
MOST PROMISING NEW ENTRANT
Awarded To: An established or new entrant that has entered a new market, client segment or product and service area.
MOST INNOVATIVE WEALTH MANAGEMENT MODEL
Awarded To: An established or new entrant that has provided an innovative approach that is a first of a kind and new to the industry.
M&A ADVISOR
Awarded To: A corporate finance and deals provider that has both expertise in the wealth sector and has demonstrated expertise in the mergers and acquisitions space.
EXCELLENCE IN SERVICING NORTH AMERICAN CLIENTS
(Sponsored by Family Wealth Report the sister publication of WealthBriefing covering wealth management news within the North American market.)
Awarded to: An institution offering the best service to European-based North American clients.
ESG
Awarded To: An organisation with an outstanding ESG proposition and offering.
CONSOLIDATED REPORTING
Awarded To: A firm that provides consolidated reporting to family offices.
PRIVATE TRAVEL
Awarded To: Consultants, service and product providers specialising in private aviation and yacht ownership, management, brokerage and charters. Also included in this category are travel concierge providers.
IMPACT INVESTING
Awarded To: Organisations with an outstanding Impact Investing offering and service.
REAL ESTATE ADVISORY
Awarded To: Consultants, service and product providers specialising in private real estate advisory and/or management.
CORPORATE SERVICES
Awarded To: A corporate services firm in the private client arena.
CHARITY TEAM
Awarded To: A team working within a wealth management organisation or stand-alone business offering advice and fulfillment to charities.
Leadership and Individual Categories
LEADING INDIVIDUAL (BANKER)
Awarded To: An individual working within a bank. Age and experience are no barrier, but the individual should demonstrate something truly exceptional working in the private client world.
LEADING INDIVIDUAL (ADVISOR)
Awarded To: An individual working within a bank. Age and experience are no barrier, but the individual should demonstrate something truly exceptional.
OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (INDIVIDUAL)
Awarded To: A wealth manager that has made an outstanding contribution to thought leadership in wealth management.
OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY)
Awarded To: An organisation that has made an outstanding contribution to thought leadership in wealth management.
WOMEN IN WEALTH MANAGEMENT (INDIVIDUAL CONTRIBUTION)
Awarded To: A woman in private banking or wealth management who is an inspiration both to clients and colleagues.
WOMEN IN WEALTH MANAGEMENT (COMPANY CONTRIBUTION)
Awarded To: Wealth management organisations that demonstrate support for women in their career development.
CHIEF EXECUTIVE OFFICER
Awarded To: The CEO of any organisation in the wealth management industry.
CHIEF INVESTMENT OFFICER
Awarded To: The CIO of any organisation in the wealth management industry.
CHIEF OPERATING OFFICER
Awarded To: The COO of any organisation in the wealth management industry.
RISING STAR UNDER 30
Awarded To: An individual working in the wealth management industry.
RISING STAR UNDER 40
Awarded To: An individual working in the wealth management industry.
CHAIRPERSON
Awarded To: The chairperson of any organisation in the wealth management industry.
Other Awards Programs
Please indicate any other Awards programs in which you may like to participate. Select as many as apply to the regions where you are active.
Other Awards Programs
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WealthBriefing Channel Islands Awards
WealthBriefing MENA Awards
Miami Family Wealth Report Awards incorporating Latin America and the Caribbean
WealthBriefing Swiss Awards
WealthBriefing Swiss EAM Awards
WealthBriefing WealthTech Americas Awards
Family Wealth Report Awards (North America)
WealthBriefingAsia Awards
WealthBriefingAsia Greater China Awards
WealthBriefingAsia Awards EAM Awards
WealthBriefing Wealth for Good (Global) Awards
WealthBriefing Global Marketing Awards
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