The WealthBriefing European Awards 2025 - Acclaim

ACCLAIM RECOGNISING LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

THROUGH THE WealthBriefing AWARDS PROGRAMME

The Thirteenth Annual WealthBriefing European Awards 2025

April 2025

RECENT RESEARCH OUTPUT Technology & Operations Trends in Wealth Management 2024 (in partnership with Alpha FMC)

This 12th edition of WealthBriefing’s Technology & Operations Trends in Wealth Management report, created with Alpha FMC, provides a global overview of how digital transformation is reshaping the wealth management sector. Firms across various regions are leveraging technology to enhance operational efficiency and client experience, while navigating evolving client expectations, regulatory changes and a complex economic environment.

Philanthropy Evolved: How High-NetWorth Individuals are Redefining Giving, Ethics and Impact (in partnership with Jersey Finance)

Philanthropy is undergoing a profound transformation as high-net-worth (HNW) individuals redefine traditional notions of giving, ethics and impact. This report delves into these shifts, offering a comprehensive analysis of emerging trends, generational influences and the evolving dynamics between wealth, altruism and social responsibility.

The Bahamas: A Complete and Compelling Choice (in partnership with The Bahamas Financial Services Board)

The Bahamas stands out as a premier destination for business, blending political stability,

innovative financial structures and an exceptional lifestyle. This report offers an in-depth exploration of its unique advantages as a financial hub, from wealth planning tools to cutting-edge FinTech initiatives, alongside its unparalleled appeal for high-net-worth individuals and global investors.

External Asset Managers in Asia - New Directions for Rapidly-Expanding Sector (in partnership with UBS)

Our second report examining the growth of Asia’s EAM sector, covering both the powerhouses of Singapore and Hong Kong and emerging markets like Thailand and the Philippines. This study looks at the growth prospects for independent advisors in the round as they seek to tap the region’s booming wealth and growing client acceptance of the EAM model.

Family Office Focus: An Update of the Industry's Efficiency in Accounting and Investment Analysis (in partnership with FundCount)

A deep dive into the key technological and operational challenges facing family offices in their accounting and investment analysis activities.

Based on surveys and interviews among family offices managing over $72 billion in assets, this is an invaluable benchmarking tool for the sector which presents fascinating insights into future developments from a range of industry experts.

Winning Women in MENA (in partnership with First Abu Dhabi Bank)

This ground breaking new research examines the growth of female entrepreneurship in the region.

More specifically it looks at how women are driving family office strategy as well as the relationship between MENA’s UHNW female clients and the wealth management industry.

Applying Artificial Intelligence in Wealth Management - Compelling Use Cases Across the Client Life Cycle (in partnership with Finantix & EY)

This comprehensive report identifies elements of the institution and advisor’s workloads that are ripe for AI amelioration and points the way for firms seeking to maximise the competitive advantages offered by new technologies. AI experts and senior industry executives enrich each chapter, answering crucial questions on risk, KYC/AML, compliance, portfolio management and more.

Technology Traps Wealth Managers Must Avoid (in partnership with EY)

With EY providing the overview, this report draws on the front-line experience of many of the technology sector’s biggest names, in recognition of the fact that they are the ones going in to solve wealth managers’ most pressing problems and have typically seen the ramifications of firms’ choices play out numerous times – not to mention in various contexts globally.

2024 The Bahamas: A Complete And Compelling Choice A WealthBriefing Report On The Bahamas Financial Services Industry

EXTERNAL ASSET MANAGERS IN ASIA NEW DIRECTIONS FOR A RAPIDLY-EXPANDING SECTOR

2022

2023

FAMILY OFFICE FOCUS:

An Update on the Industry’s Efficiency in Accounting and Investment Analysis 4th ANNUAL EDITION

TECHNOLOGY TRAPS WEALTH MANAGERS MUST AVOID Expert guidance on strategy, selecting solutions and implementation

Winning Women In MENA How Wealth Managers Can Help Further Female Empowerment

APPLYING ARTIFICIAL INTELLIGENCE IN WEALTH MANAGEMENT: COMPELLING USE CASES ACROSS THE CLIENT LIFE CYCLE

Sponsored by

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

3

Contents WEALTHBRIEFING EUROPEAN AWARDS JUDGING PANEL ......

5

INTERVIEWS:

Foreword

ABN AMRO Wealth Management .......................... 13

STEPHEN HARRIS CEO, WealthBriefing

Addepar .................................. 17

I’m delighted to be publishing the thirteenth edition of The European Awards Acclaim Magazine in the twentieth anniversary year of WealthBriefing’s inception.

May I take this opportunity to again applaud this year’s category winners, be they organisations, teams or individuals. Your success is inspirational to colleagues, peers and clients.

In this publication you see how and why, this year’s category winners have triumphed over stiff competition to win the approval of the judges who are also listed within these pages.

Winning a WealthBriefing award is a significant achievement wherever it may be in the world. Doing so in Europe – the flagship programme – is doubly notable and a source of great pride to all those organisations and individuals who came together in London to celebrate their success in March in the splendour of the Marriott Grosvenor Square.

At the heart of each WealthBriefing Awards programme is a rigorous and credible judging process run entirely independently of any commercial considerations of the publishers. This is why a WealthBriefing award is worth winning and is rightly regarded as the premier accolade within our highly discerning industry.

Another distinguishing feature of these awards is their breadth, reflecting the richness of connections that forms the eco-system of the wealth management sector. This also ensures that every WealthBriefing awards ceremony is a networking event like no other and is a firm fixture in the industry’s calendar.

As ever, we are grateful to our commercial partners, I’m sure all of whom are delighted to be associated with such obvious dedication and professionalism.

Accuro .................................... 15 additiv ..................................... 19 Arbuthnot Latham ................. 21 ARC ......................................... 23 Artorius .................................. 25 Atfinity AG .............................. 27 Avaloq UK ............................... 29 Azqore .................................... 31

Jersey Finance ......................... 71 Julius Baer International Ltd .. 73 LendInvest Capital ................. 75 Lincoln Private Investment Office ...................................... 79 Lloyds Bank International ...... 81 Lombard Odier & Cie SA ........ 83 LSEG D&A ............................... 87 Ludlow Trust ........................... 89 Multrees Investor Services ....

91

Noble Capital Management (NCM) SA ................................ 93 Nykredit Private Banking ........ 95 Oak Group .............................. 97

Barclays Private Bank ............. 33

Ogier ....................................... 99

Bordier UK .............................. 35

QNB Bank Turkey - Private Banking ................................... 101

Broadfield ............................... 37 Brown Shipley, a Quintet Private Bank ............................ 39

Rawlinson & Hunter LLP ........ 103

Canoe Intelligence .................. 41

Standard Chartered Global Private Bank ............................ 107

Communify Fincentric ............ 43 Deloitte ................................... 45

RBC Wealth Management ... 105

Descartes Finance AG ............ 51

Stephenson Executive Search ..................................... 109

Druces LLP .............................. 53

Stonehage Fleming ................ 111

EFG Harris Allday ................... 55

Syz Group ............................... 113

EFG Private Bank Ltd .............. 57 ERI ........................................... 59

Union Bancaire Privée, UBP SA .................................... 115

Etops ....................................... 61

VAR Capital Ltd. ..................... 117

EY ............................................ 63 Firenze .................................... 65 Hundle & Partners Ltd ........... 67 InvestCloud ............................ 69

WIZE by TeamWork ............... 119 WEALTHBRIEFING EUROPEAN AWARDS WINNERS IN FULL ... 123

Overview of the European Wealth Management Industry Europe’s wealth sector has been through ebbs and flows of market pressures, not least the advent of new US tariffs and geopolitical shifts that in some ways have been positive for European investments. It will take time to see the full impact on European wealth management. According to the Capgemini World Wealth Report for 2024, total European high net worth wealth rose 3.9 per cent in 2023 to stand at $18.9 trillion, the second-highest collection of such wealth in the world. Data also showed that the population of HNW people, in millions, rose 4 per cent.

In uncertain times, amid concerns about fracturing alliances and shifting supply chains, Europe retains financial institutions with long experience of navigating instability. Home to several onshore and offshore centres, advisors in Europe can showcase their knowledge and ability to keep clients composed and focused on the long term. The European Union wants to build more integrated investment and capital markets – creating

opportunities over time. The issue will be squaring this goal with national autonomy.

Large banking groups such as BNP Paribas, Deutsche Bank, HSBC, Barclays, Santander, Mediobanca and UniCredit among others, continue to stress benefits of robust balance sheets, resources and geographical reach. Europe is also host to a long tail of medium-sized and boutique firms that can handle varied needs of clients. To give one example, Germany has many single-family offices and banks well versed in how to serve them. European banks cultivate family-owned businesses, understanding their importance in driving growth.

Technology continues to spread its influence across the sector – AI is a hot area in Europe, although some of the older institutions are under pressure to keep pace and invest wisely.

Europe’s wealth and banking market defies easy generalisation. It remains one of the most diversified and important.

Experience Wealth Connected

TM

InvestCloud powers connected experiences through human-inspired, technology-forward platforms that enable wealth managers to work smarter, enrich relationships, and elevate financial outcomes.

InvestCloud is proud to be recognised

by WealthBriefing European Awards 2025.

Put InvestCloud to work for you and your clients’ wealth.

Learn more at InvestCloud.com

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

The Judging Panel The WealthBriefing European Awards 2025 programme was focused around three main category groupings: experts (individuals and teams), products and services for wealth managers and clients and institutions of all sizes and types in the European market.

Independence, integrity and genuine insight are the watchwords of the judging process with the judging panels made up of some of the industry’s top trusted advisors and bankers.

AUSAF ABBAS Managing Director Coombe Advisors

MATTHEW DRUMMOND-SMITH Associate Director and Head of Operations JM Finn

MATTHEW DUNCAN Partner and Head of the Private Wealth Team Druces

PIERRE DUPONT Managing Partner WIZE by TeamWork

STEVE DYSON Director Investment & Wealth Management Consultants

JAMES FLEMING Various

ELIZABETH HART CEO & Founder Legacy Wealth Advisors

MARTIN HEALE Director Schroder US Wealth Management

MICHAEL HUNWICK Director - Investment & Wealth Management Deloitte

MARK HUSSEIN UK CEO HSBC Life (UK) Head of UK Insurance HSBC Bank

SEAN KIERNAN CEO and Founder Greengage

KEITH MACDONALD Senior Advisor Wealth Management

ANTOINE MEGARBANE Director of Business Development Taranis

NAWAZ MUCADAM Chief Revenue Officer Zugo

GLENN MURPHY Director Various

ROBERT PAUL Partner & Head of the US Family Office London & Capital

SHEHREEN QUAYYUM Director Barclays Private Bank

BECKY ROBBINS Chief Operating Officer Lincoln Private Investment Office

5

WINNER: ABN AMRO

WINNER: Accuro

WINNER: Addepar

WINNER: additiv

WINNER: ARC

WINNER: Artorius

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

7

The Judging Panel A shortlist was identified from the hundreds of entries received for these awards and a discussion took place with the judges to agree the winner of each category. The judges were split into three groups, dependent on their industry; a panel of trusted advisors were responsible for judging the private banking categories; a panel of private bankers judges the trusted advisor categories; and new for this year we had a specialist group of tech experts judging the technology categories. This was to ensure that commercially sensitive information was kept confidential and conflicts of interest were avoided.

MATTHEW SPENCER Advisor Various

PHILIPPE STEFFEN Managing Director REYL & Cie

BILLY STEPHENSON Chief Executive Stephenson Executive Search

MIKE TOOLE Owner Director Elterwater Consulting Ltd

BRUCE WEATHERILL Chief Executive Weatherill Consulting

ROSS WHATNALL Founding Partner GSB

DEBBIE WILLS Head of Wealth Management & CMPS, Europe Standard Chartered Private Banking

IAN WOODHOUSE Board Advisor and Partner Various

YOUR STORY IS OURS TO TELL Media relations Thought leadership Content creation Financial sector specialists

Rue de Neuchâtel 8, 1201 Genève info@pulsar-media.ch www.pulsar-media.ch

Proud sponsors of these awards

An Enterprise-Grade Platform for KYC Screening Powered by Advanced AI and Enhanced by Gen AI

ONBOARDING

PERIODIC REFRESH

PERPETUAL ADVERSE MEDIA MONITORING

OVERNIGHT WATCHLIST SCREENING

INTERNAL BLACKLIST MANAGEMENT

NETWORK & ENTOURAGE SCREENING

GENAI AUTO SUMMARISATION

LEAD GENERATION

In private banking and wealth management, high client expectations and regulatory demands require a balance between service and compliance. smartKYC’s automated KYC screening solutions help streamline due diligence, reduce risk, and enhance client experiences.

Powered by AI and enhanced with GenAI, smartKYC delivers a transformative approach to KYC screening - allowing organisations to access, analyse, and act on critical intelligence from both structured and unstructured data sources in real-time.

www.smartkyc.com

WINNER: Atfinity AG

WINNER: Avaloq

WINNER: Azqore

WINNER: Bordier UK

WINNER: Syz Group

WINNER: Broadfield

WINNER: Brown Shipley, a Quintet Private Bank

Proud of our award for Overall Best European Private Bank

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

13

Proud of Our Award for Overall Best European Private Bank Winner • Overall European Private Bank • Private Bank - Private Equity Offering (Highly Commended)

Alen Zeljkovic Managing Director Wealth Management Clients ABN AMRO Wealth Management

A

t the WealthBriefing European Awards 2025 ceremony in London, ABN AMRO was named 'Overall Best European Private Bank'. "A wonderful recognition for all employees of our private banks in the Netherlands, France, Germany and Belgium," says a proud Alen Zeljkovic, Managing Director Wealth Management Clients.

"In these four countries, we have been working to share our expertise and learn from each other in recent years," he continues. "It’s nice to see that this now pays off. This recognition crowns our efforts."

Being and staying relevant The private bank distinguishes itself with expertise and proactivity. "We are increasingly able to be relevant to our clients at the right time with the right solutions. By knowing what our clients moves, combined with our data, we succeed in serving them ever better."

Customer confidence has doubled over the past year. "We also see this reflected in our clients’ appreciation. It is an encouragement for us to continue on the path we have taken."

Integrated advice for entrepreneurs The private bank serves a wide group of clients: from families to charities, from professionals to entrepreneurs. "The group of entrepreneurial clients is growing," says Alen. "Entrepreneurs face complex issues that affect both private and business assets."

Private bankers join forces with their business bank colleagues. "By acting together, we can assist entrepreneurial clients with all wealth issues wherein private and business meet."

Focus on the next generation A special group the private bank is targeting is the next generation. "With Next, we help the younger children of our clients prepare for future wealth management." Connect is for the slightly older children. "The realisation that they will inherit a fortune in the foreseeable future, makes them want to be well prepared. We help them set their own financial course."

Rich history, promising future Increasingly, major banks are embracing private banking. "It is a stable industry that requires less capital and can be a linchpin for the rest of the bank," says Alen. "Because there are different streams of income, stability is better assured." Alen is determined to extend ABN AMRO Private Banking’s lead. "We look back on a rich history.

For 350 years we have managed to distinguish ourselves and we are still doing so today. That doesn’t happen by itself. We have to keep listening to our customers and to each other. By developing innovative solutions and integrating sustainability into all layers of our services, we can strengthen our position."

Highly Recommended Private Equity Offering The private bank also received an award for its private equity services. "Another special recognition for us," Alen points out. "Our Private Equity Advice is a good example of innovation and sustainability. We are able to offer our clients this direct form of investment, which is impossible without volume." The private bank continues to develop in this area. "Last year, we expanded our services to include a private equity fund in unlisted companies with a positive social impact. This meets our clients’ wishes and fits within our sustainable investing policy."

DIFFERENT BY DESIGN Accuro specialises in trust structures for high net worth individuals and families seeking to responsibly preserve wealth across generations.

Being founder, management and staff owned, Accuro has the freedom to pursue its mission with passion. The way we operate and who we partner with, can only be made possible by our independence.

G E N E VA | J E R S E Y | L O N D O N | M A U R I T I U S

accuro.com

Accuro Trust (Switzerland) SA is authorised by the Swiss Financial Market Supervisory Authority, FINMA. Registered number: CHE-100.853.925. Accuro Trust (Jersey) Ltd is regulated by the Jersey Financial Services Commission. Accuro Trust (Mauritius) Ltd is licenced by the Mauritius Financial Services Commission, license number MC02000008. Accuro Fiduciary Limited is supervised for anti-money laundering purposes by HM Revenue & Customs.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

15

Accuro. We Care.

Xavier Isaac Co-Founder & CEO Accuro

Winner • Independent Trust or Fiduciary Team

A

ccuro offers trustee, corporate administration and private office services to families and entrepreneurs globally and takes responsibility for the implementation and the management of a wide variety of wealth planning structures, with sustainability and purpose at the heart of our strategy and culture.

We are proud to be 100% owned by our founders, management and staff, the latter through an EBT holding 9.4% of the Group.

This innovative ownership structure aligns our team with our philosophy and values as a firm.

What was the winning formula of your firm/you that explains why you won?

Our client-base is evolving with a growing emphasis on female and next-generation wealth holders. Our international dialogues around women in wealth (for both clients and intermediaries) and our prominent stance on sustainable wealth are attracting a wider demographic of new clients to us and retaining the loyalty of wealth inheritors.

What are you going to do to remain competitive and stay ahead?

We actively seek feedback from clients and analyse their Accuro experience.

This has helped us to re-design our onboarding process, incorporate regulatory tech to facilitate quicker trust/company establishment, enhance customer experience through polished online interfaces, reduce costs and release resources from traditional labour-intensive compliance processes to be reinvested in client relationships. Over £2m was invested in our technology platform, bringing it to the cutting-edge of technology in readiness for the AI revolution.

These developments have resulted in us attracting significant mandates including: • Establishing a multi-jurisdictional succession planning structure to hold global business assets worth £2bn for a mercantile Middle Eastern family with 15 settlors.

• Structure for Private Equity Principal with assets +£400m holding over 50 lines of PE. • Structure with contentious dispute between family members where subject assets +£1bn.

• Transfer in of litigation trust (total value +$60m) for multi-branch family structures earning substantial dividends from a multi-jurisdictional operating business.

• Relocation of US family to the UK with assets of +£300m.

• Setting and managing £11m annual lifestyle budget for client with structuring and trusteeship, company administration and private office services from Accuro.

Who inspires you, either inside or outside your organisation?

The NextGen both inside our business and within our client base are a continued source of inspiration.

Where do you see the wealth management industry and your part of it going in the next five years?

One of the pleasures of wealth is convenience and wealth holders will gravitate towards solutions that can maximise this benefit. There is a growing trend towards consolidation of services with singular service providers.

Our existing clients now entrust us with even greater portions of their wealth (AuM increased £2bn year-on-year) such that we are their de facto private office of choice in addition to their trustees.

In recognition of this shift and anticipation of its continued growth, we have enhanced our family office capacities with a unique investment reporting platform that manages private equity capital call cash flows, fund vintages and calculates gains/losses and established 30-minute turnaround payment processes for UHNW lifestyle management capabilities all whilst meeting our regulatory duties.

Feedback from one of these clients was “We only regret why didn’t we have Accuro from the start – your team have been very impressive”.

All your assets, all in one place.

Addepar is a global technology and data platform designed to empower smarter investment decisions and help you deliver more for the portfolios in your care. With Addepar, simplify complex portfolios and see every asset — including alternatives — all in one place.

Find out more by visiting addepar.com.

© 2025 Addepar

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

17

How Addepar is Reshaping Europe’s Wealth Management Landscape Peter O'Brien Global Head of Growth & Strategic Partnerships Addepar

Winner • Innovative WealthTech Solution B2B

Please explain why you/your business was able to reach this award-winning level?

Addepar was built to solve a fundamental challenge in wealth management: fragmented data, legacy technology, and inefficient workflows. As portfolios grow more complex across multiple asset classes and currencies, traditional tools have struggled to provide a consolidated, real-time view of wealth. Addepar delivers a seamless, scalable platform that brings clarity and connection to the investment ecosystem, empowering advisors to provide precise, data-driven guidance.

The European market has been massively underserved, and with client expectations ever growing, firms are looking to invest in a platform that can scale with them. Over the past year, our European client base has more than doubled, with firms in the region now collectively managing over $1 trillion. We’ve strengthened our open ecosystem of integrations, expanded portfolio data feeds with top financial institutions, deepened our regional expertise with more than 150 employees across London and Edinburgh, and opened a new office in the UAE with more to come.

Today, more than 1,200 client firms across 50+ countries rely on Addepar to manage over $7 trillion in assets. Winning this award is a testament to our continued innovation, our clients’ success, and our commitment to advancing wealth management in Europe and beyond.

In what ways were you able to deal with challenges and problems this time around. What lessons have you learned?

Our success comes from a simple but powerful principle: putting our clients at the centre of everything we do. By investing over $100 million annually in R&D, we continuously deliver innovations that directly address the evolving needs of our global client base.

One of the most valuable lessons we’ve learned is the importance

of providing local, scalable infrastructure to meet the needs of our European clients. We launched dedicated hosting capabilities in Ireland for faster data processing, enhanced regulatory flexibility, and improved reliability – with more regions to come. Investing in local teams has been equally important to our growth. While the platform itself plays a critical role, in a people-driven industry, we want to ensure our clients receive white glove service to complement the technology.

What will winning this award do for your business and colleagues?

This award recognises Addepar’s momentum in Europe and the trust we’ve built with firms seeking greater transparency and efficiency in wealth management. With this recognition, we are well-positioned to deepen client relationships and continue to expand our presence across Europe. It serves as both validation and motivation to keep enhancing our platform, strengthening our ecosystem, and providing wealth managers with the best tools to drive superior outcomes.

Where do you see the wider wealth management sector going in the next five years?

AI and big data will transform wealth management, enabling highly tailored investment strategies, tax optimisation, and financial planning. As expectations shift, clients will increasingly demand more proactive, predictive guidance and real-time insights rather than periodic reviews. At the same time, the Great Wealth Transfer will accelerate the industry’s focus on younger, digital-first investors.

The firms that thrive will be those that invest in technology, adapt to client expectations, and find a balance between human expertise and AI-driven efficiency.

Total Wealth

$ 712,825.00 Performance

Balance

Asset Class

$ 71,282.50 (+10%) 8% 6% 4% 2% 0% Jun

Jul

Aug

Sep

Oct

Nov

Pensions $ 28,513.00

$ 3,749.96 (+11.93%)

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

19

Powering the Future of Wealth - Innovation, Accessibility, and Embedded Finance Pierre Dufauret UK Market Head additiv

Winner • Innovative WealthTech Solution B2C

A

t additiv, we don’t just build technology – we challenge outdated models and rethink how wealth services are delivered. Financial inclusion should be a priority, not an afterthought. Why should people have to visit a branch to invest when they manage everything else – payments, shopping, travel, communication – seamlessly through digital channels?

That’s where we come in. Built on our highly flexible platform, additiv enables financial institutions and consumer brands to scale, personalise and embed wealth services, accessible across multiple channels, effortlessly. Whether it’s banks, insurers, asset managers, or superapps, we empower firms to meet their customers where they already are – expanding access to scalable, compliant and hyper-personalised investment solutions.

Why we’ve achieved this award-winning level Our success isn’t just about technology; it’s about people, culture and expertise. At additiv, we’re problem-solvers. Our team brings deep industry knowledge, ensuring our solutions align with real-world financial needs. We don’t just provide software – we act as strategic partners, working alongside clients to launch and scale wealth services with minimal friction.

We see the impact of our work through our clients. Take DekaBank, for example. Using our API-first platform, they launched Deka-Connect+, a digital wealth solution integrated across 180 partner institutions, managing €1.3 billion in assets. This is embedded wealth in action – at scale.

How we stay ahead We never stand still. Our API-first orchestration layer allows institutions to embed not just wealth services, but also credit,

banking and insurance offerings – helping them diversify and monetise new revenue streams.

Scalability is at the heart of everything we do. Our open sourcing model ensures institutions can connect with a global network of regulated financial service providers, allowing them to offer both in-house and third-party investment solutions.

Automation and AI drive efficiency and intelligence. Our platform enables straight-through processing, AI-driven risk assessments, robo-advisory models and compliance automation, reducing operational overhead while ensuring regulatory alignment.

What winning this award means for us This award recognises our commitment to innovation and financial accessibility. With over 400 financial institutions and consumer brands relying on the additiv platform, we are proud to help drive the next generation of wealth services. But we’re not stopping here. We are committed to ensuring that wealth management is not just for the few but for the many.

Where is wealth management headed?

The next five years will bring fundamental change to wealth management.

Digital and hybrid advisory models, including robo-advisors, will continue to grow, providing scalable solutions for mass market and mass affluent clients. AI-driven automation will transform how financial institutions scale their advisory capabilities, providing personalised, compliant and cost-effective wealth solutions.

At additiv, we’re not just watching this transformation – we’re leading it. The future of wealth isn’t just digital – it’s embedded, automated and AI-powered. And we’re making it happen.

Winners Best UK Private Bank | Overall Best UK Private Bank | Client Service

We are a bank for individuals, families, and businesses, focused on supporting you across your banking, borrowing and wealth management needs.

arbuthnotlatham.co.uk

London

Bristol

Exeter

Manchester

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

21

Arbuthnot Latham: Award-Winning Excellence in Private Banking and Client Service Kevin Barrett Managing Director, Private & Commercial Banking Arbuthnot Latham

Winner • Overall UK Private Bank • UK Private Bank - Client Service

Please explain why your business was able to reach this award-winning level?

Established in 1833, Arbuthnot Latham is a distinguished private and commercial bank, offering private and commercial banking, wealth management and specialist finance services from our offices in London, Manchester, Bristol and Exeter.

We are incredibly proud to have been awarded both the 'Best UK Private Bank - Overall' and 'Best UK Private Bank for Client Service'.

These accolades reflect our unwavering commitment to delivering exceptional service to our clients.

We believe our personal approach to private banking sets us apart in an increasingly digital-first market. We excel at the fundamentals – we’re approachable, proactive and available for our clients. We listen, understand and then provide prompt assistance and support. We strive to offer a creative and pragmatic approach to client’s needs, always focused on adding value.

Client service is embedded in our DNA. Each client is assigned a dedicated relationship manager, typically a private banker. Depending on their needs, clients may also have an investment manager and a wealth planner. This consistent team ensures continuity and is accessible face-to-face, via email, phone, or video call.

How did your colleagues make a meaningful impact?

With 97% of our clients trusting their dedicated banker and 95% delighted with our service, our high client satisfaction scores highlight the difference our colleagues make. Our relationship managers go above and beyond to understand each client's unique needs and goals, striving to make every client interaction personal and meaningful. We provide a high-touch, personalised experience that clients enjoy and deserve.

This dedication to building meaningful relationships ensures that our clients feel valued and supported, making a significant difference in their financial journey.

How do you intend to remain on the front foot and continue to set a high standard?

It’s true to say we have a passion for client service. We have strong foundations and a client-service culture, but it's essential to keep evolving and making improvements.

We continuously seek and act on client feedback through surveys, qualitative research and direct interactions. Our significant investment in digital transformation is enhancing our ability to provide seamless, efficient services that meet and exceed client expectations.

Our new London headquarters at 20 Finsbury Circus, opened in August 2024, is a prime example of our commitment. It offers the welcome of a five-star hotel, where relationship teams are proud to host clients and it's a modern workspace which fosters greater collaboration between our teams.

These initiatives are just a few examples of how we are setting ourselves up for future success, staying ahead of client expectations and enhancing the colleague experience.

What will winning this award do for your business and colleagues?

Winning these awards will bring an immense sense of pride to all at Arbuthnot Latham, boosting morale and validating their hard work and dedication. Ultimately, these awards enhance our brand, foster confidence and ensure we remain a trusted partner for our clients' financial needs.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

23

Putting Insight First: ARC’s Quiet Pursuit of Better Investment Outcomes Marcus Porter Client Director ARC

Winner • Investment Consultancy

W

hen fiduciaries are tasked with safeguarding intergenerational wealth, certainty is a rare commodity. Our role is to inject just enough, through evidence, clarity and considered counsel to provide peace of mind.

For 30 years, we have quietly served as the investment consultant of choice for fiduciaries, families and their family offices. With assets under advice exceeding USD 24 billion across 200 client groups and regulatory authorisation in five jurisdictions, the our reach is both wide and deep.

The ARC Wealth Indices, built from data on over 525,000 realworld portfolios, are regarded as the definitive benchmarks in private client investing. This dataset powers a consultancy model which places transparency, independence and investor outcomes at the centre. “We are in the unique position of having the data to demonstrate that our consulting clients consistently experience better-than-average investment outcomes,” says Marcus Porter, Client Director.

Please explain why your business was able to reach this award-winning level?

“Our success stems from three decades of insights, innovation and independence,” Porter explains. “We’ve built the ARC Wealth Indices to shine a light on what was once an opaque part of the investment world, private client outcomes. With over 80 professionals, we are uniquely positioned to provide clarity where others offer conjecture.”

“It also helps that we speak the language of fiduciaries,” he adds. “We’re there to enhance oversight and decision-making, not complicate it.”

“A key aspect of achieving successful outcomes is having the insight and confidence to know when portfolio changes are required and more often, when they are not,” says Porter. “That judgement comes not just from data, but from understanding the context that detailed independent analysis provides.”

Porter also credits ARC’s team-based approach. Each client en-

gagement is led by a senior consultant, supported by a dedicated team of analysts and an alternate consultant. Staff turnover is low, with each consultant having been with the firm for 10 years on average. "That continuity means clients receive responsive, joined-up advice, but it also ensures the knowledge isn’t siloed. Crucially, it’s the insights generated by this experienced and stable team, who develop a deep understanding of each client’s strategy and performance, that lead to better investment decision-making.”

How do you intend to remain on the front foot and continue to set a high standard?

With 21 new client engagements in the past year and a 97% retention rate, ARC’s services are valued and gaining wider recognition. But the firm isn’t standing still. It recently expanded a Client Service Review framework to gather structured client experience feedback and enhance the onboarding process. In May 2025, ARC will launch its Managed Platform Solutions Indices, a first-of-itskind benchmark for platform-based portfolios.

“Whether it’s digital reporting or data visualisation, our aim is to give investors and fiduciaries tools that make oversight and decision-making more effective,” says Porter.

Where do you see the wider wealth management sector going in the next five years?

Porter expects a growing demand for demonstrable value.

“Clients are typically time-poor, they want advice that’s clear, grounded in evidence and delivered by a team they trust. Fiduciaries increasingly ask: how do we know this manager is good? How do we measure value-for-money? Could our existing arrangements be improved? That’s where ARC fits in. We don’t just report on outcomes; we help define what good looks like.”

In a world where noise often drowns out signal, ARC’s commitment to clarity, context and client-first thinking ensures its insights remain quietly indispensable.

Thinking beyond wealth

Proud winners

For more information, contact us on: + 44 (0) 161 711 0730 ◆ +44 (0)20 3039 3040 2nd Floor, The Boardwalk, 21 Little Peter Street, Manchester, M15 4PS 2nd Floor, 20 Short’s Gardens, Seven Dials, London, WC2H 9AU enquiries@artorius.com www.artorius.com Artorius Wealth Management Limited is authorised and regulated by the Financial Conduct Authority.

Registered Office: 2nd Floor, The Boardwalk, 21 Little Peter Street, Manchester, M15 4PS. Registered in England and Wales, company registration No. 09285538.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

25

Artorius: Building Trust and Driving Growth in Wealth Management Paddy Lewis CEO Artorius

Winner • Specialist Investment Manager with AuM up to £2 Billion • Multi-Family Office Between £1 - £3 Billion AuM

A

rtorius is a UK based wealth advisory business that provides wealth planning and investment advice for financial services professionals, UK business owners and entrepreneurs, private equity professionals and individuals inheriting wealth. Artorius services ~ £1.8 billion in assets and is owned by management, employees and a small group of individual shareholders.

Please explain why you/your business was able to reach this award-winning level?

The strong long-term nature of the relationships we have with our clients and shareholders is the key reason our business continues to grow. We are always mindful of how long it takes to build trust, which can take longer with some, but we always know when absolute trust exists and it is at the point that a client or shareholder refers us to a friend or colleague. This is our growth engine and the secret to our success, which we guard with all our might.

What was the way your colleagues made a difference?

Businesses are only as good the people they employ and Artorius is no different. We are proud of our team and the fact that everyone is a shareholder. This creates business ownership behaviours and everyone thinks about how we can collectively improve and develop our business. This then naturally brings about change and evolution, which can often challenge how things have been done in the past, but with 100% commitment from everyone, we are able to evolve and reshape the business to meet the future needs of clients and prospective clients.

What will winning this award do for your business and colleagues?

Organic growth has been challenging to come by in the last 2 years, but we have been able to continue to scale our desire for profitable growth, without compromising on quality. The team at Artorius have worked hard to achieve this and having the hard work validated by receiving this award from our industry peers makes us all proud of our business.

Where do you see the wider wealth management sector going in the next five years?

Every Wealth Management firm needs to grow, evolve and become more efficient. To achieve these things there is still a need for more investment in technology and people. The exam question for everyone is, which technology and what sort of people?

The industry faces a cliff edge in terms of people, with many financial planners reaching the Autumn of their careers and not enough new people joining to take on the clients and the children of those clients. This then poses the question of what the client of the future will need and want. The answer to which is a more digitally enabled lower cost solution, with a person to contact if needed. The industry can not apply technology to existing processes, it needs to step back and create better processes before applying technology that meets the future needs of clients and advisors.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

27

Compliant, Adaptable and Effortless On-boarding with our No-Code, AI-Powered Solution Thorben Croisé - CTO (left) Alexander Balzer - CEO (right) Atfinity AG

Winner • On-Boarding

F

or the second year in a row, Atfinity has managed to snag the award for the best on-boarding solution. Thanks to its AI-powered platform, Atfinity helps financial institutions fully automate their on-boarding process, as well as KYC and KYB, focusing on providing the best user experience. Its no-code architecture on the other hand makes it a lot more customisable than similar solutions.

How does it feel to win the WealthBriefing award two years in a row?

Thorben: While we have always been confident in our software, winning the award last year skyrocketed our motivation to keep learning and innovating. Winning the award again felt even better, as it showed us that we’re growing alongside the industry.

helps streamline your entire tech stack, helping orchestrate different processes, such as loan origination and lifecycle management.

Alexander: I think more and more businesses are realising the value of best-of-breed solutions. Instead of getting one software solution that does one thing well and three things poorly, businesses are opting for four solutions that are the best in their field.

This benefits Atfinity in two major ways; in that we offer the best on-boarding solution and that we can orchestrate these different solutions to form a more comprehensive package.

How do you think the wealth management space will change in the next 5 years?

Alexander: I think our clients will benefit the most from this victory. Our current clients can continue to be confident that they are working with the best solution on the market and prospective clients can see that they are getting top-notch software when they choose Atfinity.

Alexander: I think we will see a drastic rise in customer expectations. Even now, modern banks are offering fully automated on-boardings that you can do on your phone. Once you’re used to that user experience, you will probably have a lot less patience for in-person on-boardings that require three stacks of paperwork. This will be even more noticeable once AI starts getting implemented in smart ways.

What makes Atfinity stand out compared to its competitors?

How do you plan to stay competitive moving forward?

Thorben: Do we really have competitors? I'm not sure about that. I say this because Atfinity does a lot of different things. Yes, we automate the onboarding process. But the way we automate it, relying on an AI-powered rule engine, is quite unique. Plus, our software

Thorben: While I can’t disclose our plans yet, 2025 will be a big year for Atfinity. We plan to significantly improve a cornerstone of our software - our AI rule engine. I think this will make us stand out from the crowd as a truly innovative, modern solution.

Can you meet the 24-hour expectation?

60% of UK investors expect to hear back from their adviser within a day.

Avaloq wealth insights 2024 report delivers essential learnings from investors and wealth management leaders across Europe, Asia and the Middle East.

Discover the key trends driving investor behaviour and how technology is reshaping client service.

Download the report.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

29

Avaloq Recognised for Excellence in Front Office Solutions Winner • Overall Front Office Solution Provider

Suman Rao Managing Director Avaloq UK

Please explain why your business was able to reach this award-winning level?

Avaloq offers a unified platform integrating core banking, digital banking channels and front office capabilities, with specialised client and investment management software. Our platform supports more than 170 financial institutions worldwide, with over 4 trillion Swiss francs in client assets managed with Avaloq software.

The Avaloq platform’s front office capabilities enable wealth managers to enhance efficiency, compliance and client service.

Our solution automates key processes such as investment suitability checks, portfolio construction and risk analytics, while also supporting mass monitoring and rebalancing. Configurable health checks ensure portfolios stay aligned with risk tolerance and automated regulatory checks streamline compliance. Additionally, the platform simplifies client management by offering a centralised interface for daily tasks, transactions and client data. Our lifecycle management tools further support timely onboarding and relationship management, boosting front office productivity.

Our clients benefit from our continuous investment in the platform, combined with our understanding of the wealth management sector. This year, we proudly celebrate 40 years of innovation and client success – including 15 years in the UK – reflecting our long-standing commitment to driving digital transformation in wealth management.

How do you intend to remain on the front foot and continue to set a high standard?

Avaloq invests 25% of annual software revenue in R&D to enhance the platform’s capabilities, ensuring our clients stay at the

forefront of technology. In addition, we actively monitor regulatory changes across markets and integrate updates directly into our platform, enabling our clients to stay compliant without diverting focus from their core operations.

Our open platform, extensive partner ecosystem and advanced API technology allow our clients to seamlessly roll out new services and integrate third-party applications, harmonised on a single platform with a unified data model for consistency across operations.

Furthermore, our client community benefits from shared insights and joint innovation projects, contributing to the platform’s continuous, long-term development.

Where do you see the wealth management sector going in the next five years?

We expect wealth managers to face increased competition and margin pressure, driving demand for highly efficient, standardised operations. Financial institutions will need to leverage technology to boost operational efficiency and deliver personalised client experiences.

Digitalisation will continue to gain traction in the sector, with a focus on automation, data analytics and artificial intelligence. These technologies will enable wealth managers to provide tailored advice and solutions that meet evolving client expectations at scale. Additionally, wealth managers will have to deal with increasingly complex regulatory requirements, increasing the need for integrated compliance solutions that can adapt to evolving standards.

Our platform’s flexibility and comprehensive capabilities ensure that our clients can confidently navigate these changes, maintaining a competitive edge in a competitive market.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

31

Azqore: Pioneering the Future of Wealth Management Through Innovation and Expertise

B

ased in Switzerland, Azqore is a global leader specialising in Business Process Outsourcing (BPO) and Software as a Service (SaaS) for the wealth management sector. For over 30 years, Azqore has supported private banks in their transformation, completing more than 70 successful banking migrations and enhancing their operational efficiency. Beyond providing innovative solutions to transform, digitise and improve the client experience of private banking players, Azqore offers banks the option of fully outsourcing their back office from its hubs in Switzerland and Singapore.

Azqore serves today 25 clients in Europe and Asia totalling more than CHF 215 billion in assets under management with proven experience of numerous migrations.

Azqore is a subsidiary of Indosuez Wealth Management (the global wealth management brand of the Crédit Agricole Group and a leader in the field) and Capgemini (a global leader in consulting, technology services and digital transformation). With the support of these two shareholders, Azqore can combine in-depth banking expertise with a leading edge technological approach.

What was the way your colleagues made a difference?

At the heart of Azqore's success lies our extraordinary team. Our BPO solution thrives on the dedication and expertise of our professionals, who relentlessly pursue excellence and innovation. We firmly believe that investing in our people and nurturing their potential is the cornerstone of delivering exceptional services. This commitment is reflected in the following distinctive factors:

• Efficiency: Industrialised processes with a proven track record of handling diverse and complex products and processes, which require continual flexibility.

• High quality combined with thorough Risk Management: Emphasis on quality awareness and long-term thinking, coupled with a strong risk culture

through strict and rigorous quality control. A robust frameworks validated

by ISO 9001 / 27001 and ISAE 3000 / 3402 certifications ensures aligned processes across all operational centres.

• Strong Customer-centric mindset: Our commitment to understanding our clients' needs and going the extra mile to support their success makes us a trusted partner in wealth management.

We prioritise our clients' unique needs, offering tailored solutions and personalised support. As a subsidiary of Indosuez Wealth Management, this customer-centric approach and deep understanding of Wealth Management are strongly rooted in our DNA. • Communication and transparency: Direct contact between Azqore's operations team and the client's middle office enables a collaborative and hands-on approach to facilitate business growth.

Where do you see the wider wealth management sector going in the next five years and how do you intend to remain on the front foot and continue to set a high standard?

Sébastien Buchard Chief Sales & Client Officer, Director & Executive Committee Member Azqore

The wealth management industry will continue its significant shift towards digital and data-driven solutions, with the added challenge of efficiently integrating AI into its processes. Concurrently, regulatory evolution will become increasingly complex, driven by factors such as instant payment, cybersecurity and customer protection.

Our mission is clear: to support tomorrow’s private bankers and wealth managers as they navigate this rapidly changing environment. By annually investing over CHF 40 million in technological and functional platform advancements, proactively monitoring and implementing regulatory changes and integrating AI and data analytics into our offerings, Azqore is well-positioned to be the preferred partner for those seeking digital transformation and operational excellence.

Winner • Transaction Processing Solution

B R I N G Y O U R V I S I O N

T O

L I F E

Bring about change with expert cash and investment management – built for charities and backed by 330 years of Barclays Group experience.

(Capital at risk).

Contact our experts to get started. pbcharitiesteam@barclays.com

Influence tomorrow

Barclays offers private and overseas banking, credit and investment solutions to its clients through Barclays Bank PLC and its subsidiary companies. Barclays Bank PLC is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority (Financial Services Register No.122702) and is a member of the London Stock Exchange and Aquis. Registered in England. Registered No. 1026167. Registered Office: 1 Churchill Place, London E14 5HP.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

33

Experience, Collaboration and Client Focus: The Formula Behind Barclays’ Success Winner • Private Bank Charity Team

Barclays Private Bank

Please explain why you/your business was able to reach this award-winning level?

We have a very experienced and dedicated team. Our team members have worked together for the last six years and many have been at Barclays for 10-18 years. We tend to work with fewer larger clients than our competitors, which gives each client a more personal service.

The team is complemented by our award-winning Investment team, which manages traditional and sustainable investment strategies for our clients. Our Investment team has worked together for the last 14 years, delivering above-benchmark and topdecile performance versus peers.1 Note that past performance is not a guide to future performance.

In terms of lessons learnt, it is more about understanding the benefits of proactive communication to clients, prospects and stakeholders.

What was the way your colleagues made a difference?

We make a difference through our expertise, technical knowledge and passion for client service. We also share knowledge with industry peers and trustees at conferences.

What will winning this award do for your business and colleagues?

This award is recognition for all our hard work in serving our clients in a consistently excellent way. It helps to augment our profile and cements our reputation for commitment and excellence.

How do you intend to remain on the front foot and continue to set a high standard?

This will be achieved by being plugged into the right organisations – the CFG, ACEVO and CIG, being well read, staying connected to leading lawyers and accountants in the sector and always striving to be consistently excellent.

In what ways were you able to deal with challenges and problems this time around? What lessons have you learned?

As a high-profile organisation, Barclays is often under more scrutiny than other financial institutions in the UK. However, we remain an open and transparent organisation. As a team, we work closely with our Legal, Compliance and Group Communications colleagues to ensure we capture all relevant facts before responding to questions.

Whom to look for, either inside or outside your business, for ideas and inspiration?

We work very closely with other groups within Barclays, including our Corporate Bank Charities and Higher Education teams, our Investment Bank and our Retail Bank.

We attend meetings with these groups, sharing best practices, learning from each other’s experiences and acquiring new ideas to better serve our clients. We also attend conferences to stay updated on trends and learn about what others are doing well.

Where do you see the wider Wealth Management sector going in the next five years?

Wealth Management will continue to grow over the next five years. The needs of our clients will evolve through the increased provision of banking, investment and credit digitally. ESG and Responsible Investing will also continue to grow in importance, especially in the UK and Europe and we expect women of wealth and next generation wealth will become increasingly significant too.

1 Our flagship Sustainable Multi-Asset Endowment Strategy for charity investors has delivered top quartile returns vs. the ARC Steady Growth ACI peer group over 1-, 3-, 5-years and since inception as at end December 2024. Source: Barclays, Asset Risk Consultants www.assetrisk.com. Past performance is not a reliable indicator of future performance, neither capital nor income is guaranteed.

for generations.

Proud official sponsor of SolarStratos and winner of Discretionary Fund Management (DFM) Offering.

Proud sponsor of

A pioneering expedition to the edge of space demonstrating the power of solar energy for a sustainable tomorrow.

Bordier UK | Specialist Investment Manager 23 King Street | St James’s | London SW1Y 6QY | T +44 (0)20 7667 6600 | bordieruk.com

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

35

Bordier UK: A Legacy of Excellence in Private Wealth Management Ian Heap Chief Executive Officer Bordier UK

Winner • Discretionary Fund Management (DFM) Offering

B

ordier UK is a private client investment manager, dedicated to providing portfolio management and wealth planning services. We are one of the few private, family-owned private client investment managers of scale operating in the UK today and part of the independent, fifth-generation Bordier Group, established in Geneva in 1844. Built on solid foundations, with a strong Tier 1 capital ratio of 33%, we operate in six countries and manage assets of circa £16bn.

Bordier UK has specialist expertise in private wealth and investment management and is dedicated to managing the wealth of private clients, trustees, personal pensions, charities and others in the UK. What sets you apart from your peers this year and why?

First and foremost, our focus is always on the end-client. That is arguably easier when dealing directly with private clients, but it is an approach we look to maintain in working with our strategic adviser partners too. We strongly believe that we set the standard when it comes to quality of service. Our clients value a highly personalised approach, a quick and smooth account set up and the ability to speak to experienced individuals in a timely manner. All methods of contact therefore bring our clients and their advisers directly to a member of our team, who look to deliver a same-day response wherever possible. We have no anonymous support systems or chatbots, the adoption of which has become a growing trend within our industry.

Secondly, we are consistent in our delivery of exceptional client outcomes, whilst always maintaining a focus on wealth preservation and offer a wide range of investment solutions, including innovative, industry-leading strategies that underpin our investment management offering. One distinct advantage of our global Group structure is that it enables our clients to access a wide range of international investment management and private banking services.

Our investment services also benefit from a robust and repeatable

investment process and our deeply experienced centralised Investment Committee who are unconstrained by benchmarks or traditional thinking.

Finally and possibly our key differentiator, is that we are a genuine family business. The absence of external shareholder pressures of any sort means that our interests are genuinely aligned with those of our clients – that is to say, the achievement of objectives over long periods of time, which is exactly how most families view the management of wealth. We believe that this long-term alignment, coupled with unlimited liability at partner level for the Bordier Group, represents a unique proposition in the UK private client investment management sector today.

What comes next for Bordier UK in the year ahead?

The Group recognise London as one of the world’s leading hubs for private client investment management and Bordier UK is central to its aspirations for growth.

We have a renewed focus on private clients and, post-Consumer Duty, have identified growing numbers of high-net-worth investors seeking access to an individual investment manager and bespoke service. Many have been invested in purely passive multi-asset or MPS solutions and are coming to realise that they need a forward looking, active manager to guide them through periods of market volatility.

I took over as CEO in January – I am only our third CEO in our 43-year UK history – with Bordier UK established as one of the most highly regarded private client investment managers operating in the UK. Whilst there is a new pair of hands at the helm and 2025 presenting many fresh challenges, we continue to build on a proven and longstanding track record for developing solutions that deliver on the requirement at hand. We look to the year ahead with great optimism.

Leading Law Firm We’ll guide you through the complex, unusual or the everyday legal world, to achieve your goals and create a positive outcome.

Our Private Client Department provides services to our HNW and UHNW clients that include: DIVORCE AND FINANCE

TAX AND TRUSTS

PRE AND POST MARITAL AGREEMENTS

FAMILY OFFICE

LEGAL ADVICE FOR UNMARRIED PARENTS

PHILANTHROPY ENTREPRENEURIAL

ONE LAWYER DIVORCE OFFERING (BROADFIELD’S BETTER DIVORCE PRODUCT)

LITIGATION EMPLOYMENT

PRIVATE AND LUXURY REAL ESTATE ESTATE PLANNING (UK AND INTERNATIONAL)

Broadfield is a leading UK law firm with offices in London, Cambridge, Reading and Southampton.

Many of our lawyers and advisers are recognised leaders in their practice areas – their knowledge and expertise help us to provide a unique, client-centred approach to law.

W W W.BROA DFIEL D - L AW.COM

@BROADFIELDUK

BROADFIELD UK

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

37

A New Era for Private Client Law: How Our Expertise and Innovation Set Us Apart Vandana Chitroda Partner Broadfield

Winner • Family Law Legal Team

Please explain why you/your business was able to reach this award-winning level?

Our work is tailored for ultra-high-net-worth individuals and their families, requiring nuanced expertise across multiple jurisdictions and complex financial arrangements. We pride ourselves on delivering bespoke, discreet and a results-driven service for our clients, leveraging a wide skill set across our team and other practice areas within the firm. As such our main strengths can be summarised as follows: • Expertise and innovation • Experience and client-focused approach • Full service UHNWI providers What was the way your colleagues made a difference?

Our junior colleagues must be commended for their unwavering dedication, motivation and commitment to our clients in addition to their own professional development. Their enthusiasm and focused approach to their own Business Development means that they are taking an active role in developing the team’s revenue, network and reputation, which is instrumental to our team’s growth.

Alongside this, we have highly experienced and well-respected consultants in our team whose guidance, expertise, reputation and established networks are invaluable in helping to develop the team across our four offices and offer a bridge to established entities and contacts in the private client industry.

How do you intend to remain on the front foot and continue to set a high standard?

Our current focus is primarily two-fold: investing in our technology and resources to provide the best value service for our clients and engaging with external referrers to build stronger connections across various industries both in the UK and internationally.

Our firm is the founding member of a new international law

firm called Broadfield, which was launched in December 2024. As Broadfield, we are supported by SHP Legal Services, which is part of the Alvarez & Marsal family and this has resulted in significant new investment to develop our technology and back-office support with the aim of increasing efficiency in order to provide clients with the best value service across all departments. Within the family team, we are also focused on listening to our clients and the market generally to provide cost-effective options where possible.

With this in mind, we have developed a single lawyer divorce product called “Better Divorce” to provide impartial advice to couples jointly and to help them navigate through the divorce process in a neutral and cost-effective manner.

We will continue engaging with external referrers and contacts from different industries to keep up to date with what clients are looking for across various practice areas. Our international network is growing quickly with the development of Broadfield globally and our team will benefit from the collaboration with SHP Legal Services and Alvarez & Marsal to extend the offering we can provide to international clients within what will be a broader web of contacts.

Where do you see the wider wealth management sector going in the next five years?

I anticipate seeing changes within family law in the foreseeable future, following the publication of the recent scoping report on the law governing finances on divorce and the current Government’s comments about cohabitation law reform. Within the wider wealth management sector, I would not be surprised to see further tax and other developments, perhaps to try and make the UK look more attractive in future to UHNWI settlors who wish to stay in the UK. This is a fast-evolving area of law, as my Private Wealth colleagues are well aware, so I would encourage all high-net-worth individuals to ensure that they receive advice from lawyers who are on the ball with any developments”

For people who see the world differently We’re here to help you achieve your financial aspirations, taking into account what truly matters to you.

TO DISCOVER WHAT MAKES US AN AWARD-WINNING PRIVATE BANK.

SCAN THIS QR CODE BROWNSHIPLEY.COM

Investing puts your capital at risk. Lending is subject to status. Brown Shipley is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered in England and Wales No. 398426.

Registered Office: 2 Moorgate, London, EC2R 6AG. © Brown Shipley 2025 reproduction strictly prohibited.

AD-WB-03.25

W E A LT H P L A N N I N G | I N V E S T M E N T M A N A G E M E N T | L E N D I N G

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

39

Brown Shipley: Building a Culture of Constant Improvement to Achieve Best Client Results Nish Patel Executive Director and Head of Lending Advisory Brown Shipley, a Quintet Private Bank

Winner • Private Bank - Best Credit Provider

B

rown Shipley is part of Quintet Private Bank, a group of boutique private banks and wealth managers operating across over 33 European cities. Our core offering brings together wealth planning, investment management and lending to create bespoke wealth plans, tailored to each clients’ needs.

Please explain why you/your business was able to reach this award-winning level?

We have created a culture of passion and drive for continual improvement. This can be seen in our lending platform, as well as consistent harmonisation across the business to ensure we put these solutions in front of clients quickly and efficiently. This ultimately allows us to stay competitive, as our clients don’t need to look elsewhere when they have a full suite of solutions at their disposal.

What was the way your colleagues made a difference?

Last year, we ensured there were multiple touchpoints where the team could get together in person with colleagues from across Europe to exchange ideas and create a platform to challenge the business in terms of direction and focus. These discussions focused on what our clients care about. While there was a lot of agreement, we received all important varied thoughts on how we can offer more solutions and how we can further tailor them to clients’ needs. This isn’t only beneficial to clients but ensures that what we plan future-proofs the businesses and prepares us for the growth trajectory we’re looking for. The plans include increasing our loan book and increasing collaboration across the entire business.

How do you intend to remain on the front foot and continue to set a high standard?

We will continue to scrutinise our decisions and push for improvement. Learning from last year, we will ensure to have regular touch points to review our position and adapt accordingly around our product, platform and pricing. This will help us deepen our understanding of clients and their needs and allow us to spend more time with clients, prospects and partners.

In what ways were you able to deal with challenges and problems this time around? What lessons have you learned?

We’ve stayed attractive to our clients by structuring lending solutions which can be partially fixed and partially flexible. This is an example of how we offer more bespoke solutions in response to client needs. It’s not all about pricing and this proves that some clients value speed and flexibility over cost alone.

What will winning this award do for your business and colleagues?

This award would provide well rounded recognition for us. Not just to remind clients, prospects and partners of our capabilities, but also provide recognition to our colleagues who work tirelessly to ensure we provide the service that our clients require.

Where do you see the wider wealth management sector going in the next five years?

Technology, particularly AI, is greatly impacting many sectors and wealth management will be no different. It’s likely we will be using AI in the coming years. However, we will never forget that wealth management done well is a people business. So, we will maintain the face-to-face touchpoints with clients and colleagues, to make sure we maintain a deep understanding of our clients and that we can implement bespoke solutions efficiently.

CANOEINTELLIGENCE.COM

TRUSTED BY 400+ FIRMS TO MANAGE

Alts, smarter.

We transform complex documents into actionable intelligence within seconds. Automate your alts document and data management with the industry leader.

LEARN MORE

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

41

Elevating the Alternative Investment Landscape Through Revolutionary Tech Solutions Winner • Change Management Process/ Best Implementation of a Technology Solution • Chief Executive Officer (CEO)

Mike Muniz Chief Strategy Officer Canoe Intelligence What was the way your colleagues made a difference?

At Canoe Intelligence (‘Canoe’), we aim to redefine the alternative investment industry with smarter data management powered by cutting-edge technology.

We launched the Canoe Data Innovation Hub and Canoe Asset Data Design Partnership to drive innovation, standardisation and transparency in the alternatives market. These initiatives proactively address industry challenges with scalable, cost-effective solutions. The Hub, comprising strategists, product managers, engineers and growth experts, collaborates with clients to create tailored solutions.

Working with 13 clients, the Hub developed Canoe Asset Data, launched in 2024. This solution extracts, standardises and delivers granular asset-level data from investment funds, enhancing transparency and precision. Clients – including wealth managers, asset servicers and family offices – reported over 99% data accuracy and 80-90% time savings, significantly improving operational efficiency. The collaboration between our team and clients was key in solving the long-standing challenge of accessing asset-level data.

How do you intend to remain on the front foot and continue to set a high standard?

In July 2024, we completed our Series C financing round of $36 million, led by Goldman Sachs Growth Equity, with participation from F-Prime Capital and Eight Roads. This funding validates our market leadership, the strength of our solutions and the trust of our global client base. As we scale, we remain committed to delivering comprehensive front-to-back office solutions while upholding the highest standards of data integrity.

A key differentiator is our client-centric change management process, ensuring seamless integration of our solutions into existing systems. We conduct in-depth workflow analysis to understand client challenges, design modernised processes and provide comprehensive training – ensuring tangible short- and long-term impact.

Whom to look for, either inside or outside your business, for ideas and inspiration?

Innovation is at the core of Canoe and we seek inspiration both internally and externally.

Internally, we foster cross-department collaboration, blending expertise to challenge conventional approaches and solve complex problems. Our leadership team encourages forward-thinking, helping us anticipate industry shifts and develop truly novel technology solutions.

Externally, we gain valuable insights through partnerships with major global asset servicing firms, investment consultants and wealth managers. Understanding their evolving needs allows us to shape our innovation efforts and deliver impactful solutions.

Where do you see the wider wealth management sector going in the next five years?

The alternative investments space is on the brink of transformation, driven by the urgent need for data standardisation and enhanced transparency. As alternative assets grow in complexity, firms require systematic, unified data solutions to extract insights and drive informed decision-making. Canoe remains dedicated to modernising private markets and fostering a more data-driven, transparent investment landscape.

Proud winner Innovative use of Artificial Intelligence AI Insights Delivered Daily

5.61M

AI Insights Delivered

287.47K

Communify Fincentric’s MIND™ AI Suite delivers hyper-personalized, precise insights driven by Deterministic AI,

Portfolio Stories™

Market Stories™

Stock Stories™

MINDEvents™

SmartText™

Dynamic Video™

ensuring trusted, actionable intelligence in real-time. With seamless integration, scalable solutions, and the innovations advisors need to enhance client relationships, streamline workflows, and accelerate growth, MIND™ AI Plug-In apps set a new industry standard for financial services.

Request a demo at communify.com

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

43

Revolutionising Wealth Tech: How Communify Fincentric’s AI is Transforming Client Engagement Yaela Shamberg Chief Product Officer Communify Fincentric

Winner • Innovative use of Artificial Intelligence

Tell us about Communify Fincentric. What do you do and who do you serve?

The award recognised your MIND™ AI suite. What makes MIND unique?

At Communify Fincentric, we’re focused on one core mission: unifying the digital communication of client and market data to deliver intelligent insights to investors and investment professionals.

We serve a wide range of institutions – from online brokerages to private banks, RIAs and asset managers – providing them with the tools they need to better connect with clients, deliver value at scale and build trust in the intelligence era.

MIND™ AI is our suite of plug-and-play AI tools built specifically for financial services. What sets it apart is its use of Deterministic AI (AI-D), not just Probabilistic AI. That means the insights we generate are compliant, consistent and reproducible – a must in a regulated environment.

Our platform is used across investor, advisor and advised client experiences. Everything we do is designed to help financial professionals deliver relevant, compliant content that resonates – whether that’s an investment summary, a macro update, or a personalised video that shows how market events affect a client’s portfolio.

What differentiates Communify Fincentric from others in the wealth tech space?

One of our biggest differentiators is our Knowledge Base architecture. It’s more than a data warehouse – it’s a living, dynamic system that unifies over 4,000 real-time data feeds across client and market data. This allows us to provide a single source of truth, ensuring consistent, accurate and actionable insights – the kind that power better experiences, smarter decision-making and stronger client relationships.

Our maturity in this space matters too. We’ve been powering many of the largest digital wealth platforms in North America for years – often behind the scenes – and our capabilities are well-proven at massive scale.

MIND isn’t one product – it’s a family of apps. For example, MINDEvents™ monitors the market for over 140 types of real-time market and portfolio events. MINDStories™ transforms complex financial data into engaging narratives – portfolio, market, or stock-level – delivered in video, podcast, or text formats. SmartText™ and DynamicVideo™ help firms scale communication in a personalised way, without needing an army of content creators.

How does this technology impact advisors and clients?

It helps advisors do more with less, especially as the industry faces a growing advisor shortfall. With MIND AI, they can provide hyper-personalised, real-time insights to clients, without spending hours aggregating and interpreting data. For clients, it means receiving relevant, understandable information – when they need it, in the format they prefer.

Ultimately, we’re enabling firms to move from data overload to intelligent insight – and from generic communications to experiences that truly build trust.

Pioneering change We support the full lifecycle of change from strategic solution design to implementation and delivery, working alongside our clients to deliver enhanced benefit and value to their customers.

Find out more about our transformative services. www.deloitte.co.uk © 2025 Deloitte LLP. All rights reserved.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

Changing With the Times

D

eloitte's Wealth Management Consulting team provide transformation services covering all aspects of Wealth Management, including Advised and D2C platform, Life and Pension, DFM and Private Banking propositions, working with market-leading clients across the UK and Europe.

We are proud of the breadth and depth of our capabilities, across market strategy, risk and financial advisory, technology (including digital) and workforce transformation. We provide market leading technical and non-technical implementation capabilities across the system implementation lifecycle and are the only tier 1 consulting firm that can offer proven endto-end wealth platform implementation capability for clients, having successfully delivered core wealth technology change programmes for over £1tn of assets.

Our team of onshore domain experts and near/offshore delivery hubs provide a flexible and responsive resourcing model that enables programmes to scale up and down as required offering a mix that is best aligned to our client's needs, whilst providing cost efficient solutions and market leading capabilities.

How do you ensure effective change implementation?

We focus on taking a tailored approach shaped around three key areas. Firstly, our advisory capabilities allow us to provide unique insights for clients as they prepare for transformational change. Secondly our technical capabilities; our teams have experience delivering a variety of technical change across a range of in-house and leading 3rd party solutions. Lastly our people have market-leading knowledge of effective programme implementations. We work together across these three areas to support our clients in delivering complex change.

How do you ensure continuous improvement?

We have created a culture at Deloitte that encourages our teams to develop their capabilities, focussing on what our clients need and what is happening in the market.

We ensure out people have the knowledge and expertise to drive change, within our business and that of our clients.

We benefit from sharing best practices both across our programmes and between clients, this has allowed us to deliver measurable impact and highly effective change for our clients. I see our people constantly learning and pushing boundaries in order to provide the best service for our clients and lead the market with our knowledge and capabilities.

How do you mark yourselves out from others?

What makes us different is the strength of our people and the breadth and depth of our experiences. We have worked hard to cultivate an environment in our team and with our clients that is ambitious and encourages bold ideas. I love that we are constantly solving problems for our clients, innovating and our people are excited about pushing boundaries and trying to do things differently. This carries across to our clients and allows us to provide leading solutions and have fun while we do it!

Suky Sandhu Partner Deloitte

What does the future of technology in wealth look like?

Clearly AI is going to play a pivotal role in how technology evolves and how services are delivered. Right now, we are helping firms to understand how this innovation can support their businesses and delivering use cases to support Wealth transformation programmes. Wealth management has traditionally been a technology laggard in financial services but I can see that gap closing dramatically going forward with AI playing an ever larger role in orchestration and delivery of services in our clients businesses.

Winner

• Management Consultancy • Change Management Process/Best Implementation of a Technology Solution

45

Diversity & Inclusion Our people are at the heart of Deloitte. United by shared values, each of us brings our own ideas, skills and perspectives to make impactful changes for our colleagues, clients and society.

Find our more about our purpose and values. www.deloitte.co.uk © 2025 Deloitte LLP. All rights reserved.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

47

Different Voices, Stronger Vision

A

t Deloitte, we place diversity and inclusion at the heart of our business and view it as essential for our success. We believe that a diverse and inclusive workplace fosters innovation, drives better decision-making and ultimately leads to better outcomes for our clients and communities.

We take a multifaceted approach, such as providing equal opportunities in hiring and promotions, equalising parental leave, fostering a culture of respect and equipping leaders with the skills and awareness to leverage the strengths of diverse teams. We are proud of the strength of our employee resource groups, providing platforms for networking, mentorship and allyship. Through these ongoing efforts, we aim to create a truly inclusive workplace that everyone can thrive within.

Why is diversity and inclusion so important to Deloitte?

It’s core to our values. At Deloitte, we want everyone to feel they can be themselves in the workplace and thrive at work in everything they do. We want everyone to be their true authentic selves and believe when our people feel like they belong, they’re better able to thrive.

David Chapman Partner Deloitte

This can only be achieved by providing a workplace culture characterised by inclusive everyday behaviours and built on a foundation of respect and appreciation for diversity in all its forms.

Why does your approach to encouraging women in wealth management make you different?

I believe that our key strength is implementing policies and programmes that aim to make a genuine difference in supporting high-performing women in our workplace. To give you some examples, we have a thriving Gender Balance Network which provides members with access to role models and potential mentors, we run a Future Leaders Programme, providing training and mentorship for women to advance within the firm, our parental and menopause policies are market leading, supporting women, including those with families, in the workplace.

Beyond all of this though I think our greatest strength is how we show gender diversity from the top. This really illustrates our commitment to create a more equitable future. I think the industry has recognised the important role women have. Cultural change has been really important to encouraging more women than ever to seek both a career in wealth and to buy the products and services we produce.

Winner • Diversity and Inclusion in Wealth Management (Company) • Women in Wealth Management (Company)

Is there still more to do?

Yes! We have a great environment at Deloitte that values all our people and recognises diversity of opinion however there is still more to be done and we know that our work is not over yet. There are ambitious diversity targets for 2025 and 2030 as we aim to achieve gender balance and a workforce that represents the society we live in.

That change starts with all of us at the firm and I am proud that our people are so committed to driving diversity and inclusion at Deloitte to create a culture of inclusion where diversity is seen as a strength that drives success.

WINNER: Canoe Intelligence

WINNER: Communify Fincentric

WINNER: Deloitte

WINNER: Descartes Finance AG

WINNER: Roy Campbell - Druces LLP

WINNER: EFG Harris Allday

WINNER: EFG Private Bank Ltd

WINNER: ERI

WINNER: EY

WINNER: Firenze

WINNER: Hundle & Partners Ltd

WINNER: InvestCloud

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

51

How Descartes Finance Became an SEO Powerhouse in Wealth Management - Without Paid Marketing

Winner • Marketing or PR Campaign

Dr. Adriano B. Lucatelli Founder Descartes Finance AG

In what ways were you able to deal with challenges and problems this time around? What lessons have you learned?

Standing out organically in a competitive, rapidly evolving industry has been challenging. We succeeded by adapting quickly to changes, leveraging AI for keyword insights and consistently producing relevant, engaging content.

Please explain why you/your business was able to reach this award-winning level? .

We excelled at using SEO to build organic visibility by combining high-quality content with a data-driven approach without spending on marketing and PR. By anticipating search trends and user needs, we became a trusted authority on embedded finance without relying on paid PR or advertising.

What was the way your colleagues made a difference?

Our team's expertise in content creation, keyword optimisation and analytics was instrumental. Their focus on quality and relevance ensured that our content not only ranked well, but also resonated with our audience, driving sustainable growth.

How do you intend to remain on the front foot and continue to set a high standard?

We'll use AI to enhance SEO strategies, such as using AI-powered tools to identify trends, personalise content and improve engagement. Investing in AI-powered analytics and content generation will keep us at the forefront of organic marketing.

Whom to look for, either inside or outside your business, for ideas and inspiration?

I like NerdWallet, which specialises in providing expert advice and comparisons on credit cards, loans and other financial products. The company has built a strong online presence by creating high-quality, SEO-optimised content that targets personal finance searches.

What will winning this award do for your business and colleagues?

This award validates our organic-first strategy and reinforces our credibility. It positions us as a leader in using innovative, cost-effective approaches like SEO and AI to drive impact and attract clients overpaying for marketing and PR. Where do you see the wider wealth management sector going in the next five years?

AI will revolutionise wealth management, making personalised advice, predictive insights and automation accessible to all. SEO will evolve with AI-powered search and we'll lead the way by integrating these advances into our organic marketing strategies to stay visible and relevant in a tech-driven future.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

53

Druces: Innovation and Strategy in Wealth Management Rob Macro Partner - Head of International Private Client Druces LLP

Winner • Leading Individual (Advisor) • Lifetime Achievement

Please explain why you/your business was able to reach this award-winning level?

Years of dedication, strong client relationships and a proactive approach have driven our success. At Druces, we go beyond legal solutions, offering strategic advice that helps clients achieve longterm goals. Our ability to anticipate challenges and structure deals effectively has earned trust and recognition What was the way your colleagues made a difference?

Success is never achieved alone. My colleagues at Druces bring technical expertise, market insight and a collaborative mindset that drives excellence. Whether tackling complex transactions or sharing knowledge, our culture of support and innovation sets us apart.

How do you intend to remain on the front foot and continue to set a high standard?

Staying ahead means continuous learning and adaptability.

We’ll deepen client relationships, track market trends and refine our strategies to keep Druces at the forefront. Expanding our international networks and embracing innovation will help us maintain our high standards.

In what ways were you able to deal with challenges and problems this time around? What lessons have you learned?

Challenges – from market shifts to regulatory changes – require resilience and agility. This year reinforced the need for quick adaptation and transparent communication, pivoting strategies quickly and responding to client needs in real time. Clients seek clarity in uncertain times and our ability to provide it has been invaluable.

Whom to look for, either inside or outside your business, for ideas and inspiration?

Within Druces, I’m fortunate to work with some of the sharpest legal minds and the cross-disciplinary collaboration we foster is a constant source of new thinking. Externally, I take inspiration

from the entrepreneurs and investors I work with daily – seeing how they navigate risk and seize opportunities is always insightful.

I also keep a close eye on global market trends, thought leaders in wealth management and developments in sectors like fintech and ESG, which are shaping the future of our industry.

What will winning this award do for your business and colleagues?

It cements Druces’ reputation for excellence and showcases the team’s hard work. For colleagues, it’s a well-earned recognition; for clients, it reinforces their confidence in our expertise. I hope it also inspires the next generation of legal professionals.

Where do you see the wider wealth management sector going in the next five years?

The wealth management sector is evolving rapidly, with several key trends shaping its future. The role of technology will only grow, with AI, automation and digital platforms transforming how clients access and manage their wealth. However, this growth cannot be at the detriment of old-fashioned relationships or clients will choose to move where they can interact in the way they want. Wealth is an incredibly personal issue no matter how it has been obtained. Sustainability and ESG considerations will continue to influence investment strategies, as clients increasingly look for responsible and impact-driven investment opportunities. There will also be a greater focus on cross-border wealth planning, as high-net-worth individuals operate across multiple jurisdictions. Finally, the demand for bespoke, strategic advice – beyond traditional legal and financial services – will only increase and firms that can offer holistic solutions will be best positioned for success.

In the UK, we have had a sea change in the taxation of international individuals which has provoked an exodus of wealth not seen since the 1970s. Despite all the doom and gloom around, these changes will bring us new opportunities and new entrepreneurs who will seize them. It is they who will become the clients of tomorrow.

NEWS

AWARDS

EVENTS

RESEARCH

WEALTHBRIEFING - ALWAYS AT THE CENTRE OF YOUR 360° VIEW ON THE WEALTH MANAGEMENT LANDSCAPE With 60,000 global subscribers, WealthBriefing is the world’s largest subscription news and thought-leadership network for the wealth management sector

Register for a free trial

www.wealthbriefing.com

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

Building Trust, Embracing Innovation What was the winning formula of your firm/you that explains why you won?

What are you going to do to remain competitive and stay ahead?

At EFG Harris Allday, we’re more than a financial institution; we are a trusted partner in navigating complex financial landscapes. As part of EFG Private Bank Limited, we offer tailored investment solutions for individuals, families, trusts and charities. Our legacy, which dates back to 1834, empowers us to guide clients through fluctuating markets with confidence and the CISI Chartered FirmTM status reflects our commitment to the highest ethical and professional standards.

We are dedicated to continuous transformation for sustainable growth, investing in talent, technology and product development. Recently, we expanded our CRO teams to enhance our service to our growing UK client base. Additionally, we made significant advancements in our technology solutions to elevate the client experience.

By combining local insights with a global network of expertise, we cultivate meaningful, long-term relationships focused on our clients’ unique aspirations. Our Client Relationship Officers (CROs) possess the skills and tools necessary to deliver personalised advice and innovative investment strategies and access to superior Private Banking products through EFG. This winning formula ensures that we deliver for our clients.

Please describe how your colleagues made a difference?

The foundation of our success lies in the trust we build with clients, nurtured by our experienced Client Relationship Officers, who average over 20 years in the industry.

We recognise clients are not alike, so we offer agile investment solutions tailored to individual needs.

We take pride in supporting families through life's complexities, with some relationships spanning generations – one family has partnered with us for five successful generations. This collaboration creates lasting value and demonstrates our commitment to growth across the UK.

In 2024, we relocated our headquarters to 103 Colmore Row, situated in Birmingham's Business District. Our collaborative approach involves working alongside top-tier lawyers, accountants and tax professionals to meet clients' complex needs. Our investment strategy is proactive, flexible and forward-thinking. Supported by an in-house research team and a global network of analysts at EFG Asset Management, we stay ahead of market changes, ensuring we meet and exceed our clients’ expectations.

Edward James Managing Director EFG Harris Allday

Where do you see the wealth management industry and your part of it going in the next five years?

The wealth management industry, both in the UK and globally, is rapidly evolving, driven by technological advancements and shifting client expectations, especially as wealth transitions between generations.

At EFG Harris Allday, we are making substantial investments to support our expanding UK client base. Our clients value personalised experiences and we are committed to anticipating their needs. Our trusted CRO team excels at navigating the economic landscape, fostering strong relationships and providing expert guidance through changing market trends.

With deep roots in the Midlands and the backing of EFG Private Bank Ltd, we possess unparalleled local knowledge and a dedicated professional team ready to address our clients' evolving needs. We are excited about the future and our role in shaping it.

Winner • Specialist Investment Manager with AuM between £2 - £5 Billion

55

For those who think further.

It’s time for a new generation of ideas.

Discover the entrepreneurial side of private banking.

efginternational.com EFG International’s global private banking network operates in around 40 locations worldwide. In the United Kingdom, EFG Private Bank Limited’s principal place of business and registered office is located at Park House, 116 Park Street, London, W1K 6AP, T +44 20 7491 9111. EFG Private Bank Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Firm reference number: 144036. EFG Private Bank Limited is a member of the London Stock Exchange. Registered in England and Wales as no. 2321802. EFG Private Bank Ltd is a subsidiary of EFG International.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

57

Trust, Innovation and the Future of Wealth Management What was the winning formula of your firm/you that explains why you won?

EFG Private Bank, a leading Swiss institution and global boutique, prioritises long-term client relationships built on local expertise, a global network and strong client focus. We offer a new banking experience centered on our entrepreneurial business model, providing holistic product offerings through our Client Relationship Officers (CROs), who offer impartial advice. We believe that wealth management success comes from a combination of a sophisticated, globally competitive financial institution and the empathy and experience of our CROs. This enables us to offer tailored solutions to our clients.

As a full-service UK private bank based in Mayfair for 30 years, with an international presence, EFG is large enough to ensure security and stability, yet flexible enough to provide bespoke solutions for clients with unique needs.

Please describe how your colleagues made a difference?

EFG has cultivated an entrepreneurial culture that’s reflected in our team’s approach to wealth management. Our CROs focus on building trust and offering personal advice that caters to the unique needs of our clients.

With an average tenure of 14 years, the UK team is dedicated to understanding clients' needs and delivering tailored banking, wealth planning, fiduciary services and investment solutions. Their commitment to developing these long-term relationships and delivering customised solutions has been key to EFG's growth and success in the region.

What are you going to do to remain competitive and stay ahead?

Christian Berchem UK Region CEO EFG Private Bank Ltd

At EFG, we foster a culture of entrepreneurship and innovation, which allows us to stay ahead of the competition. We remain committed to continuous improvement by investing strategically in technology and talent.

Our goal is to drive innovation in digital solutions that enhance both client experiences and operational efficiency. Central to this is our client-centric approach, which helps us anticipate and meet their needs.

We also understand the importance of being proactive in investment strategies. EFG Asset Management, led by award-winning CIO Moz Afzal, develops innovative strategies for sophisticated investors. We closely monitor developments in major economies to assess economic growth, inflation, interest rates and trade flows to ensure our clients’ investments are positioned for success.

Where do you see the wealth management industry and your part of it going in the next five years?

Winner • Domestic Clients Team • Chief Investment Officer (CIO) • Leading Individual (Banker)

The wealth management industry, both globally and in the UK, is adapting rapidly to meet clients’ diverse needs. The UK’s regulatory environment and legal systems make it an attractive and secure financial center for investors.

London continues to offer exceptional investor protection, which solidifies its position as a global hub for financial services.

EFG is well-positioned to grow its business in the UK, where we have an in-depth understanding of local market dynamics. Our ability to offer bespoke solutions, backed by a strong local team and our global resources, will continue to drive our success in the coming years. With this foundation, we aim to strengthen our position as a trusted advisor and grow our client base across the region.

FLEXIBILITY TO INNOVATE olympicbankingsystem.com

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

59

How ERI’s Technology Supports High-Performing Investment Strategies Please explain why you/your business was able to reach this award-winning level?

Private wealth managers are navigating a rapidly evolving landscape marked by market volatility, increasing regulatory constraints and mounting pressure on costs and fees. At the same time, client expectations have shifted significantly, with individuals seeking a more holistic, goal-based approach to wealth management, one that integrates their broader life ambitions, long-term financial security and values-driven investing, including ESG considerations. Additionally, the rise of digital engagement and the growing importance of intergenerational wealth transfer are compelling institutions to modernise their offerings and deliver seamless, technology-driven and highly personalised experiences. This is why adopting a modern technology platform that not only streamlines a bank’s core operations but also provides advanced portfolio management capabilities has become essential for wealth managers. Recognising this need, we have focused heavily on enhancing our solutions in this area over the past few years and we are now seeing the tangible impact of this investment.

How do you intend to remain on the front foot and continue to set a high standard?

We continuously monitor the evolving needs and challenges of the market, with a strong focus on the growing demand for interoperability and API-driven ecosystems.

Wealth managers increasingly require seamless integration with trading platforms, risk engines and third-party providers and we have prioritised these capabilities to enhance operational efficiency and data connectivity.

The demand for AI-driven predictive analytics and machine learning is also accelerating and we are actively investing in these technologies to ensure our solutions meet the evolving expectations of our clients. The OLYMPIC Banking System portfolio management solution enables automated portfolio rebalancing and customised investment strategies, leveraging real-time data aggregation to improve decision-making across multiple asset classes.

Furthermore, stricter financial regulations (e.g., Basel III, MiFID II, SEC rules) require robust reporting, transparency and risk assessment capabilities. ERI has consistently anticipated these regulatory shifts, ensuring our clients remain compliant while effectively managing diverse portfolios.

Finally, the growing demand for ESG (Environmental, Social and Governance) investing calls for advanced data integration and screening tools, which we have embedded into our solutions to help wealth managers align investment strategies with client values and sustainability goals.

In what ways were you able to deal with challenges and problems this time around?

Ensuring a single source of truth has long been a challenge for banks. Our Portfolio Management System is fully integrated with the core banking platform and seamlessly interfaces with satellite solutions, providing end-to-end traceability. By eliminating data replication, it ensures real-time access to accurate information, reducing reconciliation efforts and discrepancies across front, middle and back-office operations.

Another critical challenge is increasing client involvement in investment strategies.

High-net-worth and institutional clients now expect seamless digital experiences, real-time portfolio performance tracking and hyper-personalised investment insights.

To meet these demands, we have significantly enhanced our capabilities, enabling customised investment proposals and advanced performance analysis.

We have also worked closely with our clients to support their technology transformation journey, recognising that the Portfolio Management System is a cornerstone of this evolution. For example, with one of our clients, we successfully eliminated multiple interfaces to external applications, reducing complexity and creating a more consolidated, reliable IT foundation for the group.

Adam Kasraoui Sales Manager ERI

Winner • Portfolio Management

Etops Products are designed to simplify everyday work, become more efficient, and make the right decisions.

Provide outstanding services to your clients with Etops.

Data-driven

We build data-driven products leveraging the power of the cloud, machine learning and genAI.

etops.com

Service-oriented

We support you with midand back-office services to ensure seamless and fast operations.

Scalability-focused We enable flexibility in the integration of third-party solutions and the extension of functionalities via APIs.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

61

Revolutionising Wealth Management with AI-Driven Solutions for a Smarter, More Efficient Future

Winner • Client Investment Application

Etops

Why were you/your business able to reach this award-winning level?

Our success stems from a relentless focus on simplifying complexity for wealth managers. By embedding AI into our platform, we empower advisors to deliver personalised, efficient service while maintaining rigorous compliance. Winning this award reflects our team’s ability to solve real-world challenges, like automating routine tasks and transforming data into actionable insights without compromising human expertise.

What was the way your colleagues made a difference?

Collaboration across teams was pivotal. From developers and product managers to designers and data scientists, everyone brought their expertise to bear. What stood out was their shared commitment to creating intuitive, impactful tools by emphasising transparency and compliance with local regulations.

How do you intend to remain on the front foot and continue to set a high standard?

We’ll keep investing in R&D and deepening our collaboration with clients to identify emerging trends. Our focus will remain on scalable, modular solutions that adapt to evolving needs, supported by continuous improvements and a culture of innovation.

In what ways were you able to deal with challenges and problems this time around? What lessons have you learned?

Winning the WealthBriefing Europe Award for 'Client Investment Application' reflects our commitment to delivering a best-in-class solution for wealth managers. By working closely with our clients, we continuously refined our application to provide an intuitive, real-time investment experience. A key lesson learned is that flexibil-

ity and adaptability are critical – wealth managers need solutions that evolve with changing client expectations, regulatory landscapes and technological advancements. Our iterative development process, combined with ongoing user feedback, has allowed us to fine-tune our Client Investment Application into a secure, scalable and user-centric solution that empowers wealth managers to provide superior investment oversight and engagement.

Whom do you look to, either inside or outside your business, for ideas and inspiration?

Internally, our users inspire us, they’re at the heart of everything we do. Externally, we draw from best practices in tech and finance, learning from leaders who’ve seamlessly blended innovation with trust in highly regulated industries.

What will winning this award do for your business and colleagues?

It’s a validation of our efforts and will motivate us to push boundaries even further. For our team, it’s a moment of pride, reinforcing that their hard work and creativity are making a meaningful impact. For our business, it enhances our credibility and strengthens our position as a trusted partner for the future of wealth management.

Where do you see the wider wealth management sector going in the next five years?

We expect a greater convergence of technology and human expertise, with AI playing a vital role in hyper-personalised services and portfolio insights. Helping users address daily pain points and surfacing information and risks will be game-changing. Firms that embrace digital transformation while prioritising transparency and ethical practices will lead the way.

EY MASTER BRAND ASSETS

Can your tax advisor also be an architect for lasting success? ey.com/en_uk/tax/private-client-services

© 2024 EY Private Client Services Limited. All rights reserved. ED None. EYSCORE 008133-23-UK.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

63

Specialist Focus, Award-Winning Impact

Roopalee Dave Partner & UK Wealth Management Lead EY

Winner • Tax Team • M&A Advisor • Outstanding Contribution to Wealth Management Thought Leadership (Company)

Please explain why you/your business was able to reach this award-winning level?

Our business has attained award-winning recognition in the wealth sector due to several distinguishing factors that underscore our commitment to excellence.

First and foremost, we have established dedicated, sector-focused teams composed of professionals with profound expertise in the wealth industry. This specialised knowledge helps enables us to adeptly navigate the complexities and nuances of the sector, help ensuring that we are always one step ahead.

Moreover, our team's capabilities are meticulously aligned with the different challenges and opportunities that our clients face in the wealth landscape. We have consistently engaged with critical issues such as M&A, regulatory compliance and market dynamics, allowing us to provide tailored solutions that drive meaningful results.

Our relentless pursuit of innovation and our unwavering dedication to client success have positioned us as trusted advisors in the wealth sector. This combination of knowledge, experience and a client-centric approach has been instrumental in achieving our award-winning status.

How do you intend to remain on the front foot and continue to set a high standard?

At Ernst & Young LLP (EY), our commitment to staying ahead of the curve and help setting the finest/leading standards is unwavering. We prioritise a client-centric approach, ensuring that we remain closely connected to our clients to understand their dynamic challenges and aspirations.

By fostering deep relationships and engaging in meaningful dialogue, we can anticipate their needs and provide tailored solutions that drive success. Our proactive stance includes collaborating with regulators and industry bodies, positioning us as thought leaders who champion innovation and best practices across various sectors.

Through these strategic partnerships and our global network, we are equipped to provide unparalleled insights and market-leading perspectives, supporting our clients to navigate complexities with confidence and achieve their goals.

Together, we will continue to elevate standards and redefine excellence in our industry.

Where do you see the wider wealth management sector going in the next five years?

In the next five years, the wider wealth management sector is expected to be influenced by three macro trends that are impacting all sectors within financial services: changing demographics, the evolution of technology and the rise of geopolitical risk.

Within this context, wealth management and private banking firms must prepare to manage evolving client demands, particularly through the intergenerational transfer of wealth and the migration of internationally mobile ultra-high-net-worth (UHNW) and high-net-worth (HNW) clients. Additionally, these firms will need to develop cost-effective business models that leverage technology, such as artificial intelligence and digital assets, to meet the needs of not only the wealthy but also the mass market individuals.

We believe that at EY, our team of over 20,000 globally connected wealth & asset management professionals is equipped with the skills and knowledge to be a trusted advisor to clients to guide them through these upcoming changes and to equip them to shape the future with confidence.

What will winning this award do for your business and colleagues?

Firstly, I want to start by expressing my gratitude to the team for their dedication and effort that led us to win! We are truly honoured to receive this award.

This achievement should provide reassurance to both our colleagues and clients that EY is a trusted partner at the forefront of the wealth sector, capable of guiding clients through periods of change and transformation. Our international team has worked with a majority of top 20 wealth managers in the UK and Europe and we strive to serve the industry across an array of challenges.

Our unwavering commitment to our clients in an ever-evolving landscape remains central to everything we do. Together, we work for and with our clients to build a better working world.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

65

Firenze Aims to Democratise Lombard Lending with £5B UK Growth Plan David Newman CEO and Founder Firenze

Winner • Most Promising New Entrant

F

irenze, a UK fintech that says it is redefining Lombard lending, is determined to open up the market beyond the ranks of HNW clients, while also pushing further into the wealth management territory. Last week, the firm closed a £2.5 million ($3.23 million) seed funding round.

“The opening up of Lombard lending outside of private banking is a huge opportunity. We want to build up in the next seven years in the UK to £5 billion loans book and £1 billion in the next three years. We can do this via advisors and wealth managers,” David Newman (main picture), CEO of the firm, told WealthBriefing in a recent call.

Firenze is part of a trend of moving away from private banks and towards boutiques, Newman said.

As also reported in February, Firenze partnered with Monument Bank, the UK’s first challenger bank dedicated to the mass-affluent segment.

The rollout of the Firenze business comes against an uncertain macroeconomic background – rising tax rates and some easing in interest rates, which creates a trade-off in terms of what to do when one wants liquidity. Interest rates are on their way down, CGT is on the way up which makes the cost-benefit of borrowing against portfolios change.

When asked about the announced work with Monument, Newman said it gave Firenze firepower in terms of lending capital to then engage with the wealth management area more generally.

Firenze adopts a “very conservative” loan-to-value policy, capping LTVs at 50 per cent.

Asked about its business direction, Newman added that Firenze is and remains a purely business-to-business model.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

67

Building Something Better: Redefining Wealth Management with Hundle

H

undle is a modern multi-family office founded on a simple but powerful belief: wealth management can - and should - be better. We provide institutional-quality advice and investment management to a broad range of clients, from large insurance companies and significant family offices to private individuals seeking something beyond the confines of traditional private banking.

We are independently owned and managed by our Partners, which means no external shareholders and no product sales agendas. Everything we do is designed to serve our clients’ long-term interests. From technical structuring to private market investments, we advise across the entire balance sheet. Our team brings together decades of experience from the world’s top financial institutions, but we’ve left behind the bureaucracy and commercial targets that often hold those institutions back.

What was the way your colleagues made a difference?

The difference lies in the freedom our advisors have to truly serve clients. There are no ‘in-house’ product targets - just a shared commitment to doing what’s right.

Our advisors are empowered to think long-term and to deliver thoughtful, highquality advice.

That freedom, combined with deep technical capability, means our team can tackle complex client challenges that go far beyond the scope of a traditional wealth manager, whether it’s multi-jurisdictional structuring, navigating intergenerational planning, or managing sophisticated investment mandates. Our ability to work collaboratively and without constraint is what enables us to offer the quality of service our clients expect.

How do you intend to remain on the front foot and continue to set a high standard?

We’re not trying to be the biggest - we’re focused on being the best we can be. That means hiring exceptional people, giving

them the right tools and building a culture that values client relationships over transactions.

Our growth has been deliberate and sustainable, allowing us to preserve the high-touch, personalised service that sets us apart. We remain committed to the principles we were founded on independence, technical excellence and a holistic approach to managing wealth. By staying true to those principles, we’re confident we’ll continue to raise the bar.

Whom do you look to for ideas and inspiration?

Much of our inspiration comes from within - our own journey has been shaped by lessons learned from building single-family offices and working closely with clients whose needs go far beyond the conventional.

Externally, we admire firms that have managed to combine world-class professionalism with genuine independence and client alignment. And while many of our team have left behind the large private banking world, we’ve taken with us the best elements - strong platforms, sophisticated investment thinking - and left behind the parts that didn’t serve clients.

Harinder Hundle Founder & Managing Partner Hundle & Partners Ltd

Where do you see the wider wealth management sector going in the next five years?

Clients are demanding more: more personalisation, more transparency, more alignment. The traditional model - anchored in product distribution and driven by short-term sales - will continue to be challenged.

We expect to see continued growth in independent models that offer institutional-quality advice in a more agile, client-first environment. Sophisticated clients are no longer satisfied with one-size-fits-all solutions. They want trusted partners who understand the full picture - investments, structures, risks and goals - and who are prepared to build something bespoke.

That’s exactly what we’re doing at Hundle.

Winner • Multi-Family Office up to £1 Billion AuM • Use of Social Media

Seamless Onboarding.

Empowered Relationships.

For private banks and wealth managers who demand efficiency.

InvestCloud CLM & Onboarding automates compliance, accelerates onboarding, and strengthens client relationships.

Efficient Servicing Ongoing Suitability and Periodic Reviews Interactive Digital Onboarding Automated KYC and STP Account Opening Comprehensive Pipeline Management

Experience Wealth Connected™ Visit us at InvestCloud.com

InvestCloud is proud to be recognised

by WealthBriefing European Awards for Best CLM Solution.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

69

Revolutionising Private Banking: How InvestCloud's AI-Driven Onboarding Transforms Client Experience

Winner • Client Lifecycle Management Solution

InvestCloud

Please explain why your solution was able to reach this award-winning level?

InvestCloud delivers connected business solutions that help private banks work smarter, build stronger client relationships, and achieve better financial outcomes. Our onboarding and Client Lifecycle Management (CLM) solution merges AI-powered automation, built-in compliance, and seamless client engagement.

This enables wealth managers to offer smooth cross-jurisdictional experiences, improve conversion rates, and increase operational efficiency.

A key differentiator is our Meeting Assistant tool. In private banking, meetings are critical opportunities for Relationship Managers (RMs) to collect insights and data. Yet, manual, compliance-heavy documentation slows them down. Meeting Assistant addresses this by recording and transcribing virtual or in-person conversations, using AI to extract and auto-populate onboarding forms. For clients who prefer not to be recorded, RMs can use post-meeting voice notes. This allows conversations to flow naturally, avoids rigid form-driven questioning, and results in faster, compliant onboarding. RMs spend more time building trust while the technology handles the rest.

What are the key pain points in the industry with respect to onboarding?

Private banks struggle with operational inefficiency, regulatory complexity, and disjointed client experiences. These issues slow onboarding, strain internal teams, and risk reputational damage. At InvestCloud, we believe solving these problems requires strategic use of AI. Our Meeting Assistant boosts productivity by removing manual data entry. Our AI-driven KYC tool builds rich risk and wealth profiles, easing regulatory compliance – including complex source-of-wealth requirements. Data gathered during onboarding

feeds into precise personalisation strategies, enhancing engagement and accelerating conversions. We help banks onboard faster, stay compliant, and deliver the white-glove service clients expect.

What are the benefits that your clients achieve with the onboarding solution?

Clients report substantial gains in efficiency, conversion rates, and compliance. A global private bank, for instance, reduced onboarding time by two-thirds and significantly lowered RM workload. Client drop-off during onboarding decreased by 25%.

Beyond numbers, our solution improves collaboration between front-office and compliance teams, leading to fewer errors, reduced client touchpoints, and more accurate submissions. This enables smoother onboarding, greater client satisfaction, and stronger retention. By making onboarding smarter and more connected, we turn a traditional challenge into a strategic asset.

What are the most relevant trends in onboarding and CLM for private banking, and is InvestCloud addressing them?

AI is the dominant trend in onboarding and CLM. From automation and personalization to risk management and compliance, AI is transforming every aspect of private banking.

Yet many providers struggle to implement AI within the industry’s complex, highly regulated framework. InvestCloud stands out by embedding AI into existing workflows and data models, ensuring safe, effective integration. This reduces manual work, enhances compliance, and improves client experiences. It also enables the kind of deep personalisation critical in a competitive market.

We believe our strategic, deeply integrated approach to AI makes our solution transformative – and positions us to lead the future of onboarding and CLM in private banking.

JER SE Y • DUB A I • H O N G KO N G S A R • J O H A NNE SB URG • NE W YO R K • LO ND O N • NE W YO R K • SH A N GH A I • SIN G A P O R E

Jersey for

Private Wealth Jersey has more than 60 years’ experience in delivering private wealth management, providing market-leading trusts and popular foundation structures, as well as innovative estate and succession planning services.

The Island is home to almost 200 expert fiduciary service providers. This, combined with a robust, modern and sophisticated legal framework and forward-thinking approach, enables Jersey to lead the way in delivering private client solutions to global investors.

For further information, please visit jerseyfinance.je or call +44 (0)1534 836000

Substance A modern business environment supported by a politically stable government

Central It has a central time zone, making it easy to do business around the globe

Almost

14,000 finance professionals

£1.14 tn of capital administered by the sector supporting £126 bn of global GDP via Global Value Chains

linkedin.com/company/jersey-finance

+460 Jersey foundations formed since their creation in 2009

facebook.com/JerseyFinanceOfficial

youtube.com/jerseyfinance

jerseyfinance.je

One of the largest branches of

STEP the Society of Trust and Estate Practitioners

vimeo.com/jerseyfinance

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

71

Jersey Finance: Leading the Way as an Award-Winning International Finance Centre A Leading International Finance Centre (IFC) Jersey has maintained its position as a leading international finance centre for over six decades due to its forward-thinking approach, expertise and commitment to a stable investment environment.

With a workforce of nearly 14,000 finance professionals, it offers one of the largest talent pools among IFCs. This expertise, combined with a strong regulatory framework, has helped Jersey manage over £1 trillion in global private wealth and support a rapidly growing investment funds sector. Independent assessments, such as its top-ranking MONEYVAL evaluation, further reinforce its reputation as a trusted jurisdiction for international investors.

Jersey’s Competitive Advantage

Joe Moynihan Chief Executive Officer Jersey Finance

In an increasingly competitive international financial services market, we believe the cohesive and collaborative approach taken by the Government of Jersey, the Jersey Financial Services Commission, the team at Jersey Finance and the finance industry differentiates the Island from its competitors.

Jersey Finance’s Market Development team is continuously active, connecting with the international investment and advisory community and showcasing Jersey’s global expertise, while outlining the positive role we play in both driving inward investment and supporting investment ambitions globally.

Winner

• International Finance Centre

Our long-standing presence in London, Dubai, Hong Kong, South Africa, New York and Singapore has enabled our team to build and maintain strong relationships with our extensive networks, strengthening Jersey’s standing.

Our success as an organisation is further bolstered by the Jersey-based firms we work with, who understand the importance of building relationships in our key markets.

The proactive efforts of the Market Development, Marketing and Events teams, alongside the commitment of the local financial services industry, who frequently visit key markets we operate in, has been instrumental in expanding Jersey’s influence.

Stability in a Challenging Global Landscape Throughout 2024, investors across Europe have faced numerous challenges, from inflation and geopolitical tensions to disruptions in the supply chain and market volatility. These factors have reshaped the market activity and impacted asset values across the board.

Despite this, there is much to be positive about for Jersey’s IFC. We have remained attuned to the evolving geopolitical landscape, global economic recovery, the rise of sustainability and digitisation and the shifting nature of skills – all factors pertinent to our industry.

At Jersey Finance, our strategy is clear.

We believe that our focus on championing Jersey as a global, innovative, sustainable and inclusive IFC positions us well. As such, Jersey’s core sectors of banking, funds, private wealth, investment management and corporate services continue to perform well. It’s our view that it’s the responsibility of IFCs to leverage their stability and specialist knowledge to facilitate the distribution of much-needed capital worldwide to bring about positive change.

Looking ahead, we are focussed on reinforcing Jersey’s competitive advantage.

Our activities and achievements over the past 12 months reflect this strategic aim, from implementing our sustainable finance strategy and delivering a digital-first infrastructure to supporting skills development locally, expanding into new markets and enhancing our regulatory platform through innovations, ensures Jersey’s IFC is differentiated from its competitors.

EVERY SUCCESS STORY NEEDS A NEXT CHAPTER. How we invest today is how we live tomorrow. juliusbaer.com

Julius Baer International Limited is authorised and regulated by the UK Financial Conduct Authority (FCA) and provides advice on a limited range of investment products (restricted advice).

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

73

Going Beyond the Wealth Planning Textbook Jamie Banks Head of Wealth Planning Advisory UK Julius Baer International Ltd

Winner • Wealth Planning Team • Specialist Investment Manager with AuM over £5 Billion

J

ulius Baer International Limited is the UK-based wholly-owned subsidiary of Julius Baer Group Ltd., providing wealth management services including discretionary management, wealth planning and investment advisory to private clients. Our standing comes from our solid foundations dating back to 1890, our international network and our exclusive focus on wealth management.

Please explain why your team was able to reach this award-winning level?

While navigating an increasingly complex regulatory environment, our Wealth Planning team develop long-term strategies for our clients and offer advice at all key life stages. By being advice-led, rather than product-led, our Wealth Planning team are agnostic around which structures, if any, are deployed as part of the client’s overall strategy. This means that our only focus is on providing the best possible client outcomes, an approach which has directly resulted in referrals of new clients.

Our team are collaborative, sharing the knowledge we have amongst each other to improve our ability to serve clients. We work closely with the Investment Management team at Julius Baer to provide personalised support and we’re also able to draw on the expertise of internal specialists where a client has a particular interest in a specific area such as Private Equity or Structured Products.

Our market-leading Wealth Planning Team’s strong presence in the UK is complemented by colleagues in multiple locations where Julius Baer operates, providing clients with international expertise and a global outlook. Being part of a global team allows us to seamlessly advise internationally mobile clients in relation to cross border and multi-jurisdictional issues.

What was the way your colleagues made a difference?

Our Wealth Planning team combine long-term experience with a strong focus on innovation and development in order to constantly improve our service to clients.

The team train beyond the technical requirements associated with their roles and develop complementary soft skills to benefit clients.

These enable our team to bring a multi-generational family together to identify a common purpose and shared values, for example.

Additionally, the change in UK Government and subsequent reforms to taxation announced in the 2024 Autumn Budget highlighted the valuable peace of mind that talking matters through with a trusted advisor can bring. Our team’s combination of emotional and technical intelligence enables us to nurture client relationships of every nature, supporting them through both external and personal challenges.

How do you intend to remain on the front foot?

We stay ahead of the curve by keeping clients informed and prepared for changes, be that in life or laws, through regular updates and educational resources. Across Julius Baer’s website and digital channels, we participate in webcasts and curate regular thought leadership content around topics including succession, business exits, wealth transfer and philanthropy.

We are also committed to supporting multi-generational families and the next generation for the upcoming wealth transfer.

As well as running educational sessions to prepare the children of clients to inherit, Julius Baer’s belief that ‘How we invest today is how we live tomorrow’ is present in all that we do – something that will become increasingly important to the next generation of clients who are approaching their wealth differently and are keen to engage in questions around purpose.

Trusted Property Investment, Backed by Expertise.

At LendInvest Capital, we’ve built over 15 years of experience to offer reliable and stable returns for institutional and individual investors. As a leading real estate asset manager and property finance platform, we provide access to opportunities in the UK property market.

Learn more about how we can support your investment journey.

Visit www.lendinvest.com/capital.

LendInvest Capital and LI Capital are registered trading names of LendInvest Funds Management Limited. LendInvest Funds Management Limited is authorised and regulated by the Financial Conduct Authority (FRN: 624223). LendInvest Funds Management Limited is a company registered in England & Wales (Company No. 07667749) and is a wholly owned subsidiary of LendInvest plc.

Information is not presented, nor should be taken, as suitable for the general public, nor is it directed to any person in any jurisdiction where the publication or availability of this information is prohibited.

Any and all information about investing is only intended for eligible investors. Investors must meet the investor eligibility criteria, including, for our funds, that they are well informed and, where relevant, have sufficient investment knowledge, experience and financial resources. The LendInvest Secured Credit Fund III is not available to retail clients.

Income and capital repayments are not guaranteed. Investors cannot liquidate investments, but the underlying borrowers may repay early, late or not at all. Your capital is at risk. Past performance is not a reliable indicator of future results.

The information we provide can help you make your own informed decisions, but it is not investment advice or a personal recommendation. You should ensure you fully understand the risks. You should seek independent financial advice if you are not sure a product or investment is right for you, or you do not fully understand the risks.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

75

LendInvest’s Award-Winning LSCF 3 Combines Smart Tech with Sector Expertise

Winner • Innovative Client Solution

LendInvest Capital

L

endInvest is proud to announce that our Secured Credit Fund 3 (LSCF 3) has received the 'Innovative In-House Solution' award at the 2025 WealthBriefing European Awards. This accolade highlights our commitment to developing standout investment solutions tailored to the evolving needs of sophisticated investors, grounded in our deep experience in UK property finance.

typically comprising around 300 loans at full deployment. Each loan is meticulously selected and actively managed to maximise capital preservation and consistent yield. This diversity helps minimise concentration risk and creates a strong base for long-term resilience.

Shaped by Investor Insight

Technology may drive efficiency, but people drive excellence. LSCF 3 is led by a senior team with deep sector knowledge and hands-on experience. Co-founder and CIO Ian Thomas brings decades of real estate credit expertise, while CEO Rod Lockhart steers our strategic growth across the platform.

They are supported by a dedicated team of fund managers, credit risk analysts and property professionals – including RICSaccredited surveyors and APL board members – who uphold rigorous governance and responsive decision-making.

We’re especially proud of Sam Woodward, who earned a 'Rising Star' award for his role in launching and evolving LSCF 3. His journey from product specialist to fund leader reflects our focus on nurturing talent and developing future leaders within the business.

LSCF 3 was born directly from investor feedback, designed to offer clarity, control and consistent returns in a landscape where many funds rely on complex, co-mingled strategies. In contrast, LSCF 3 is a dedicated bridging loan fund built around investor priorities.

Throughout its development, we focused on simplicity, transparency and liquidity – key elements investors said they wanted. The result is an evergreen fund with features like a distributing share class for predictable quarterly income and a target net return of 8–10% per annum. It’s already proving a robust choice for those navigating inflation and interest rate uncertainty.

One of the fund’s most distinctive features is its structural integrity. LSCF 3 uses rigorous asset-liability matching to avoid the liquidity mismatches that have historically troubled similar funds. This alignment of inflows, outflows and lending strategy provides stability in both calm and volatile markets.

Tech-Driven Origination, Risk-Aware Execution At LendInvest, technology isn’t an add-on – it’s core to how we operate. Our proprietary tech enables us to originate high volumes of loan applications, which are filtered through stringent risk criteria. Only a small percentage make it through to investment.

As a result, LSCF 3 gives investors access to a diversified portfolio

Powered by People

Looking Ahead This award is more than recognition – it’s validation of our strategy to offer investor-first, differentiated real estate credit solutions.

As we expand our fund platform, including specialist development strategies and our Life Sciences Development Fund, we remain committed to delivering high-integrity, high-performance investments.

LSCF 3 exemplifies what’s possible when innovation, insight and execution align. We will continue to listen, adapt and lead – ensuring our investors stay ahead as the UK property finance market continues to evolve.

PUBLICATIONS

WealthBriefing is the leading subscription-based business intelligence service for the wealth management community, with the latest news, analysis and in-depth features from around the globe. WealthBriefing subscribers are part of an international community for whom staying abreast of the latest industry developments is a crucial part of their professional practice.

Readers find our content on topics such as strategy, M&A, important people moves, investment management and asset allocation to be an essential resource in a fast-moving world.

The Asia-Pacific region’s meteoric rise as a major wealth management market has sparked huge demand for region-specific business information. WealthBriefingAsia was launched in 2009 to satisfy this growing information requirement and it is the only wealth management news site focusing exclusively on the Asia-Pacific region. Providing indispensable news, features and industry views that are always relevant and concise, WealthBriefingAsia allows subscribers to conserve that most precious of all resources: time.

The North American wealth management market is one of the largest and most diverse in the world and is markedly different from those in Europe and the Asia-Pacific region. Multi and single family offices in particular are a well-entrenched,integral part of the private wealth management landscape. Family Wealth Report provides need to know business intelligence in a convenient and easy-to-read format – straight to subscribers’ inboxes every day.

Nowhere else will you find such high quality, in-depth and often exclusive content all in one place.

WEALTH MANAGEMENT AND PRIVATE CLIENT EVENTS AND AWARDS SERIES A unique thought-leadership platform, WealthBriefing’s events foster intellectual debate on the challenges and opportunities facing the industry and are designed to be an optimal use of wealth managers’ precious time and present an excellent networking opportunity.

WealthBriefing has added to its offering for the global private banking and wealth management communities by running thirteen annual awards programmes for the family office, private banking, wealth management and private client communities.

The awards programmes are focused around three main category groupings: experts (individuals and teams); products and services for wealth managers and clients and institutions of all sizes and types

BESPOKE RESEARCH SERVICES WealthBriefing has unrivalled access to the most senior wealth management professionals across the globe, meaning that our research reports represent guides to future best practice as much as being barometers of current industry trends.

© 2025 ClearView Financial Media Ltd. 83 Victoria Street, London, SW1H 0HW, United Kingdom Tel: +44 (0) 207 148 0188 / info@clearviewpublishing.com / www.clearviewpublishing.com / VAT Reg No: 843 3686 09

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

77

From Rising Star to Industry Leader: Sam Woodward on Innovation at LendInvest Capital Sam Woodward Capital Raising Director LendInvest Capital

Winner • Rising Star Under 30

L

endInvest Capital has once again been recognised for its leadership in real estate investment, securing the ‘Most Innovative Client Solution’ award at the WealthBriefing European Awards 2025. This accolade acknowledges the firm’s commitment to delivering liquidity-focused investment solutions that offer stability, transparency and investor confidence.

LendInvest Capital is the asset management arm of LendInvest, the UK’s leading platform for property finance. With over £7.5bn lent to date, LendInvest provides Buy-to-Let, short-term and development mortgages to property professionals. Its investment solutions are backed by institutions such as JP Morgan, HSBC and Barclays.

What makes LendInvest’s approach so innovative?

At LendInvest, we focus on solving real challenges that investors face. One of the biggest issues in real estate investment has been liquidity mismatches - where investors sometimes struggle to exit a fund without delays or discounts.

With LendInvest Secured Credit Fund III, we took a different approach. We designed a structure where redemptions align with loan repayments, providing investors with clear visibility on liquidity. By using a run-off portfolio and vertical slice approach, the structure offers improved asset-liability matching and avoids the need for gating, as redemptions are fulfilled pro-rata as the underlying loans are repaid.

Beyond that, we leverage proprietary technology to enhance underwriting and risk management. This allows us to process thousands of loan applications efficiently and curate a high-quality, diversified portfolio. The result? A fund delivering 8-10% net annual returns with built-in capital protection.

How did your colleagues contribute to this success?

This award reflects the collective effort of the entire LendInvest

team. Our credit and origination teams ensure high-quality loans enter the portfolio. Compliance and legal teams maintain rigorous governance, while portfolio managers help optimise performance.

The creation of Fund III was a cross-functional effort, bringing together expertise from across the business to develop a solution that meets investor needs. I’m proud of what we’ve built and this recognition belongs to everyone involved.

How do you plan to stay ahead in a competitive market?

We’re not standing still. Investor expectations are evolving and we’re committed to adapting ahead of the curve.

A key focus for us is expanding our institutional investor base.

We’ve seen strong interest from pension funds, family offices and sovereign wealth investors, who appreciate our structured approach.

Additionally, we continue to innovate within real estate credit including specialist funds targeting development finance, sustainability-driven lending and new capital deployment models.

Where do you see the real estate investment market heading over the next five years?

Private credit is becoming a critical part of wealth management. As investors seek alternatives to equities and bonds, real estate-backed credit strategies offer security and liquidity.

I believe we’ll see an even stronger shift towards alternative investments, with platforms like LendInvest making these assets more accessible. We’re already demonstrating that real estate finance can be more transparent, liquid and investor-friendly and I expect the market to follow suit.

Winning this award is an honour, but more importantly, it validates our approach. By refining our offering, listening to investors and staying at the forefront of structured real estate investment, we aim to set new benchmarks for excellence in the years ahead.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

79

Client-Centred Success: How Alignment and Integrity Drive Lincoln’s Wealth Management Approach

Winner • Private Investment Office

Ross Elder Managing Partner Lincoln Private Investment Office

We do not have any of our own products, nor do we conform to a particular investment style. We have built the business to be as aligned as it can be and always focused on our clients’ best interests.

What was the winning formula of your firm/you that explains why you won?

We feel very strongly that the structure of our firm is one of the core elements that sets us apart. Lincoln is a genuinely independent wealth management business that is jointly owned by the team and a small number of our clients. With the shareholders of Lincoln only being clients and team members, we are aligned with our clients in a way that does not normally exist in our industry.

This approach means that our shareholders care about exceptional service and long-term investment performance rather than driving profits at the expense of clients.

Shareholders and team members do not receive discounts, nor are they provided with better access to interesting opportunities than other clients.

Everything we do is about ensuring we are as aligned as we can be. To increase our alignment with our clients, we require all team members to invest their own money alongside our clients’, meaning that if we lose money for our clients, we lose money for ourselves and our families too. With our own assets committed, we remain focused in a way that few other wealth management businesses are and demonstrate the courage of our convictions.

Where do you see the wealth management industry and your part of it going in the next five years?

We are delighted to have recently hired a Wealth Planner, Stuart Moss, who will add to our existing Private Office Services by introducing wealth planning services for our clients. Our goal is to help our clients plan for the future by growing their assets in the most effective way and protecting them for the next generation.

Our ability to provide our clients with wealth planning services will also allow us to take a more comprehensive approach when advising our clients, to ensure that all aspects of their financial circumstances are considered.

Transparency and integrity will always continue to be of importance. As a certified B-Corporation, we have gone through an independent assessment that verifies the business meets high standards of social and environmental performance. This feels like a natural fit with the way we view the world and allows us to demonstrate accountability and transparency on these subjects, which will be an increasing priority to our clients in the years to come.

We have no interest in Lincoln being the biggest, but we are striving to be the best. Our future goals remain the same as our starting goals, to look after our current clients as well as we possibly can. We will continue to look for additional ways to improve and deliver excellent performance and service for our clients.

Expert solutions.

Delivered locally.

Our local specialists are based in Jersey, Guernsey and the Isle of Man and can help you access the scale, expertise and innovation of a leading UK bank across cash, debt and risk management.

Lloyds Bank International

The Jersey Branch of Lloyds Bank Corporate Markets plc, principal place of business: 9 Broad Street, St. Helier, Jersey JE2 3RR is licensed by the Jersey Financial Services Commission. The Guernsey Branch of Lloyds Bank Corporate Markets plc, principal place of business: 1 Smith Street, St. Peter Port, Guernsey GY1 2JN is licensed by the Guernsey Financial Services Commission to undertake credit business under the Lending, Credit and Finance (Bailiwick of Guernsey) Law, 2022, Part II. The Isle of Man Branch of Lloyds Bank Corporate Markets plc, principal place of business, Villiers House, 2 Victoria Street, Douglas, Isle of Man IM1 2LN, is licensed by the Isle of Man Financial Services Authority. Terms and Conditions apply, available on request.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

81

Matt Juniper: Rising Star Driving Growth and Opportunity in the Crown Dependencies Matt Juniper Managing Director of Fiduciaries, Funds and Corporate for the Crown Dependencies Lloyds Bank International

Winner • Rising Star Under 40

Driven to Succeed

Enabling Opportunity

Despite his young age, this year’s WealthBriefing European Awards' 'Rising Star Under 40' winner is already a seasoned professional in the offshore banking community.

Matt Juniper only joined Lloyds as Managing Director of Fiduciaries, Funds and Corporate for the Crown Dependencies in the summer of 2024.

But he brings a deep knowledge of the banking sector, earned over 18 years working across the Crown Dependencies and London.

Alongside his team, Matt now works to support local businesses, large corporates and regulated Trust, Fund and Corporate Service providers with all aspects of their banking requirements, from transactional banking needs to longer-term financing.

And he has embedded himself in the islands business community, developing a deep understanding of the challenges and opportunities it faces.

He says: “The opportunity here has been recognised at the highest levels within the bank and Lloyds is investing to grow. That’s our immediate priority and we’ll be making sure we're investing wisely for the benefit of both our colleagues and our clients.”

But Matt’s career could have taken a very different direction.

Originally from the South Coast of England, he enjoyed an early interest in physics and astronomy, but after completing his studies at Cardiff University, Matt decided to apply his facility for figures to pursue a career in finance.

Splitting his time between Jersey, Guernsey, the Isle of Man and the mainland, he quickly built an affinity with the islands.

A Supportive Partner Matt said: “Ultimately, the prosperity of the islands is very much driven by the ability of local businesses to thrive, grow and invest for the future and having locally based banks to support this is vital to the economy. Lloyds has a longstanding heritage of supporting businesses and it’s great to continue being part of that story across the Crown Dependencies.”

Over time, Matt has seen how the financial services sector has evolved across the islands and he recognises the industry’s importance to the wider success of the Crown Dependencies.

And he says Lloyds is proving its commitment to the Crown Dependencies by accelerating its investment in people, technology and clients across all three jurisdictions.

Full Potential Matt is clearly driven to help his colleagues here achieve their full potential.

He said: “When I was a relationship manager, I particularly enjoyed working alongside clients and developing new relationships.

Now I'm fortunate enough to be in a leadership role and I thrive on supporting others to do the same. I still get that same level of satisfaction seeing colleagues being successful and supporting an ever-increasing variety of clients. Playing a part in enabling that and seeing them get the recognition they deserve is incredibly rewarding.”

But while Matt is keen to shine a light on his colleagues’ achievements, he still retains his ambitious entrepreneurial outlook and he says his drive shows no sign of abating.

“I’m always thinking about how I can develop myself and how I can do things better. There is always room to grow!”

battleground.

As geopolitical rivalry grows, it’s easy to assume investment opportunities would diminish.

Yet, as the US and China move to defend their national interests, competition between great powers is simply reshaping where opportunity is found.

Discover the power of rethinking at LombardOdier.com

Investments are subject to a variety of risks. This is a marketing communication. Lombard Odier invests in a number of sectors across a range of asset classes. Its investment strategies are not limited to sustainable solutions but also include hard-to-abate companies. Please refer to your investment advisor before making any final investment decisions. Lombard Odier (Europe) S.A. UK Branch is authorised and regulated by the Commission de Surveillance du Secteur Financier (‘CSSF’) in Luxembourg and is authorised in the UK by the Prudential Regulation Authority (‘PRA’). Subject to regulation by the Financial Conduct Authority (‘FCA’) and limited regulation by the PRA. Financial Services Firm Reference Number 597896. Lombard Odier Asset Management (Europe) Limited - authorised and regulated by the FCA in the UK. ©2025 Lombard Odier

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

83

Lombard Odier is Leading the Way in Banking Technology Geoffroy De Ridder Head of Technology & Operations Lombard Odier & Cie SA

Winner • Best Technology Outsourcing Solution

Please explain why your business was able to reach this award-winning level?

How do you intend to remain on the front foot and continue to set a high standard?

Our G2 platform has proven over the years to be one of the best platforms for private banking. Five years ago, we decided to further invest into a 7-year G2->GX transformation programme. The objective was to rebuild the foundations of a modern, highly performant, scalable platform based on current technological standards, to respond more quickly to client needs.

The GX programme focused initially on laying the technological foundations of the future platform. As we move further into 2025, we have transitioned into the phase where we deploy new business capabilities (e.g. digital onboarding for automated account opening, bespoke portfolio management systems, tailored investment proposals and advice through a content sharing centre, new action dashboard, etc.) touching all our bankers, investment specialists and operational teams.

Our BPO clients fully benefit from the functional richness of our platform and a modular design allows them to extend their offering to their clients and exploit new capabilities provided by the platform.

Technology is and will remain a key differentiator for Lombard Odier. Through continuous investment into our platform, even after the GX programme, we will maintain a competitive advantage and offer our clients the best solutions. Lombard Odier’s spirit of IT entrepreneurship continues to attract IT talent to develop and operate in innovation and state of the art technology that is core to support our technological aspirations.

In addition, we embrace the contributions and insights of external partners to continue to further develop our platform well into the future.

What was the way your colleagues made a difference?

Our exclusive focus is on our banking platform built by wealth managers for wealth managers. Lombard Odier is not just a software provider; it is first and foremost a traditional yet innovative Private Bank. Our platform is the culmination of a close collaboration between our IT teams and business stakeholders across the organisation, that live and breathe this technology in their daily activities.

By offering our platform to other Private Banks and Wealth Management firms, we share deep business expertise and the technologies we use in our own activities with our ITO and BPO clients.

Where do you see the wider wealth management sector going in the next five years?

Clients will increasingly seek bespoke financial strategies, tailored to their unique aspirations, values and circumstances. Wealth managers will harness data-driven tools and the predictive capabilities of AI to offer highly personalised advice and recommendations, thereby elevating the client experience to unprecedented heights.

The inexorable shift towards digital financial services will continue to gain momentum. Clients will anticipate seamless digital interactions, from the onboarding process to portfolio management.

This evolution will be particularly pertinent as engaging the next generation – Millennials and Gen Z – emerges as a pivotal challenge for the wealth management sector.

With the GX programme, Lombard Odier is perfectly prepared to respond to these evolutions and offer pioneering solutions that deliver new perspective for our clients.

“At Lombard Odier, we aspire to be the bank of choice for private and institutional clients seeking a tailored, sustainable approach to wealth and asset management.”

WINNER: Jersey Finance

WINNER: Julius Baer International Ltd

WINNER: LendInvest Capital

WINNER: Lincoln Private Investment Office

WINNER: Matt Juniper - Lloyds Bank International

WINNER: Lombard Odier & Cie SA

LSEG Workspace for wealth advisors Your personal ecosystem of insights, news and cutting-edge analytics Available wherever you are, LSEG Workspace is purpose-built for wealth advisors, empowering you to serve more clients by optimising your time spent searching for insights and helping you stay ahead of market trends.

By leveraging AI-driven content, curated market monitoring, and intuitive portfolio management, you can proactively engage clients, demonstrate your value and build stronger relationships.

Find out more

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

87

LSEG: Leading the Future of Wealth Management Through Innovation, Partnership and Technology Please explain why you/your business was able to reach this award-winning level?

more choice to customers and give them greater opportunity to take on complexity and scale efficiently.

LSEG (London Stock Exchange Group) has a rich history of servicing the Wealth Management industry and we provide solutions that both empower the advisor and help our clients deliver an outstanding investor experience. Our advisor tools equip advisors with market data, client data and proprietary information, news and research in one view, allowing them to streamline their workflow to provide timely and relevant advice. Our digital wealth solutions, incorporating industry-leading data, widget capabilities and APIs, help clients transform how investors engage with their investments – through an advisor or directly - in a modern, digital experience.

One key example that speaks to our vision for the future is our partnership with Microsoft, a 10-year strategic partnership.

A collaboration to leverage LSEG’s data prowess and build intuitive next-generation productivity, data, analytics and modelling solutions with Microsoft Azure, Teams and AI capabilities.

One of our key differentiators and why we have been able to reach this level is our ability to quickly respond to customers who seek to drive business growth through the expansion of their capabilities for their advisors. We closely engage with our clients and continually incorporate their voices into our product and service roadmap so that we consistently deliver to the highest standard and meet market challenges. And it’s this partner approach where we can really add value.

Moreover, we are always on the lookout to improve our offering, remaining adaptable to the needs of our clients. We understand that our industry is not standing still so we are actively investing in enhancing the products and services we deliver our clients and have a clear strategy to help our clients accelerate their growth through data and technology.

How do you intend to remain on the front foot and continue to set a high standard?

LSEG is driven by the vision to create greater openness, connection and efficiency in global financial markets. This is extremely relevant to our focus on Wealth Management, with core principles of partnership and open access, we aim to provide

LSEG is well positioned in all key geographies and offers the wealth management community significant customer benefits across the full range of LSEG’s businesses including Data & Analytics, Risk Intelligence and FTSE Russell, by expanding its data content, management and distribution capabilities; increasing its global footprint and range of customer offerings; and enabling LSEG customers to benefit from future data and technology-enabled innovation and growth opportunities.

Sune Mortensen Global Head of Wealth Solutions LSEG D&A

Where do you see the wider wealth management sector going in the next five years?

Over the next five years, the wealth management sector will see significant changes driven by technology and evolving investor preferences. Hybrid advisory models, combining AI with human expertise, will become the norm, offering efficient and personalised advice. Investors will demand seamless digital interactions, with mobile apps and video meetings becoming key channels.

Personalised advice will be crucial, with providers using advanced data analytics and AI to tailor investment strategies. Addressing knowledge gaps, especially in sustainable investments, will differentiate providers.

Cost-effectiveness will also be a priority, with technology helping to lower fees and streamline processes.

Overall, the sector will focus on enhancing digital capabilities, personalising experiences and integrating AI with human oversight to meet investor expectations and drive growth.

Winner • Innovative Client Solution B2B

Proud winner of the Philanthropy Offering/Initiative of the Year Award

Ludlow Trust is a specialist UK trust services provider with the unique capability to bring family and charitable trusts under one roof.

Established in 2020 to initially acquire and manage the UK trust business of Coutts and the NatWest Group and recently growing with the acquisitions of the UK trust businesses of C Hoare & Co in 2024 and HSBC UK in 2025, the company is managed and owned by an exceptionally experienced team. We manage over 5000 trusts, including more than 400 charitable trusts.

For decades our trust managers have specialised in assisting clients in meeting their philanthropic aims, enabling and supporting clients in making an impact in the charitable areas that mean the most to them, and engaging all trustees and, where appropriate, their families in the philanthropic journey.

Our professional, dedicated and highly qualified team have a deep understanding of navigating the trust

www.ludlowtrust.com

landscape, including being well equipped to work with wealth managers, lawyers, tax advisors and other professionals to deliver an outstanding experience for our clients.

Our breadth of experience in family trusts also means we understand the personal and technical issues that can arise in navigating the funding of our clients’ children’s future and can work with them to ensure their objectives are met simply and in accordance with the legal requirements.

At Ludlow, we complement the trust administration services with advice on wills and LPAs focussed on HNW and UHNW clients and their families as well as providing tax and accountancy services for individuals and their businesses.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

89

Ludlow Trust: Leading the Way in Philanthropy with Expertise, Innovation and Client-Centric Service Chris Thurlow Managing Director of Ludlow Trust Ludlow Trust

Winner • Philanthropy Offering/ Initiative of the Year

L

udlow Trust’s philanthropy offering has been recognised as the best in the industry, a testament to the team's dedication, expertise and innovative approach. Managing Director Chris Thurlow shares insights into what sets Ludlow apart and how they plan to continue setting the standard in philanthropic advisory services.

Please explain why you/your business was able to reach this award-winning level?

I believe our philanthropy offering has been named as the best in the industry for several reasons. The breadth of experience and knowledge within our team is supported by unique features such as our Funding Enquiry Gateway and both combine to provide our clients with a service that is hard to beat.

What was the way your colleagues made a difference?

Our team have a “client-first” approach and are passionate about delivering outstanding service. We are proud to have built strong relationships with our philanthropic clients and this gives us the opportunity to advise on a personal level and fully understand the needs and wishes for their philanthropic giving.

Each client’s philanthropic goals are different, so our advice needs to be bespoke. The knowledge within our team gives clients confidence that the charitable giving strategy that we create with them is impactful, sustainable and measurable.

How do you intend to remain on the front foot and continue to set a high standard?

"As part of our long-term strategy, we continue to invest in our products and people."

Our team are encouraged and supported to stay up to date with the industry and we are constantly working to further improve our technology and systems – both for our team and clients.

What will winning this award do for your business and colleagues?

We are immensely proud that our philanthropy offering has won another award. It is incredibly rewarding for our business and our team, that our efforts are recognised – it inevitably makes us stand out in the field and further cements our place in the industry as a key player going forward.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

91

Trust and Technology: Insourcing for the Future of Wealth Management Rachel Robertson - Chief Risk and Compliance Officer Carole Lamond - Chief People Officer Keri-Ann Osfield - Chief Financial Officer Multrees Investor Services

Winner • Platform Provider • Global Custodian to a Private Client Business

A

t Multrees Investor Services, we focus on configurable solutions that help firms grow and compete more effectively – not through rigid outsourcing, but through flexible “insourcing” – allowing them to bring in the expertise that becomes an extension of their business.

Expertise that feels part of the furniture

Traditionally, outsourcing was about delegating non-core functions to third-party providers, often at the cost of control and flexibility. Insourcing flips this concept. Instead of certain functions happening outside the business, we create an environment in which wealth managers bring in and benefit from our expertise, in a way that strengthens their business and client relationships.

Rachel explains: “Custodians now carry greater responsibility for overseeing data and reporting. But beyond providing a key service, I want Multrees to be seen as a trusted adviser. Our clients regularly call our team to sense-check challenges they might be facing, knowing we’re here to support them. It’s this consultative approach – combined with the way we work in sync with wealth managers to share compliance risk – that ensures operational complexities never stand in the way of client service.”

Technology as an enabler, not a replacement Being able to embed a range of modular solutions – global custody, execution, technology and reporting – enable wealth management firms to expand their offerings while keeping clients at the centre. While technology is vital, it’s only as effective as the people behind it.

It’s a belief strongly backed by Carole: “Our team is selected not just for technical ability but for their capacity to integrate seamlessly into our clients’ businesses and support relationship-driven wealth management.”

M&A and the need for stability The wealth management sector has seen a surge in private equity interest, with constant consolidation, mergers and smaller spinoff firms constantly reshaping the sector and its competitor landscape. Some argue that scale is king, with consolidation cutting costs. However, ownership changes often leave underlying assets fragmented across disparate platforms. This can disrupt service, cause a dual-keying nightmare, reduce flexibility, increase risk and make long-term planning more challenging.

At Multrees, our goal is to help firms maintain control over their services. Wealth managers need true partners who understand their unique challenges and not just standardised solutions.

Keri-Ann emphasises: “We’re not just about providing a service, we help solve problems and create value. Some investor services firms have a ‘build it and they will come’ mentality, when wealth managers need partners who align with their strategy, help them grow profitably and navigate regulatory complexity. Our insourcing model ensures expertise fits seamlessly into their business, enabling them to focus on what they do best – building lasting client relationships.”

As Multrees continues to partner with wealth managers, one thing is clear: the future of custody and investment administration is not just about efficiency: it’s about keeping relationships at the heart of wealth management for years to come.

ncmsa.ch

Antifragile investing Managing assets in order to preserve wealth across generations and prosper through economic cycles

Proud winner:

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

93

Noble Capital Management - Mastering Resilient Investment Strategies

N

oble Capital Management (NCM) is an alternative asset management firm specialising in tailored investment and advisory services for family offices, pension funds and institutional investors. Licensed by FINMA in 2021, the firm currently manages over USD 1bn in client assets.

With a strong focus on capital protection and diversification, NCM employs derivative strategies, precious metals and other asset classes to preserve wealth and generate stable returns across market conditions. Since inception in 2015, our flagship “Enhanced Physical Gold Macro” strategy has maintained an unbroken track record of positive yearly returns.

Please explain why your business was able to reach this award-winning level?

Overall, NCM's success stems from its commitment to building resilient portfolios that thrive in different market environments. Our Enhanced Physical Gold Macro Fund embodies this philosophy — combining a core allocation of physical gold with an actively managed overlay of directional and relative value strategies.

Over the last 10 years, this approach has enabled us to generate an annualised return of over 16% since inception, outperforming key industry benchmarks. Over time, NCM has earned the trust of sophisticated institutional investors and is now well positioned for further growth.

With a robust operational framework and top-tier service provider partnerships, we have built a reputation for sound investment management and excellent client service.

How do you intend to remain on the front foot and continue to set a high standard?

Innovation and adaptability are at the core of our investment philosophy. To maintain our market position, we continue to refine our operations and investment processes, improving efficiency, scalability and risk management protocols.

Our commitment to excellence and growth remains the driving force behind our mission. As we expand, we are also developing new products, offering investors alternative strategies that safeguard against downturns while capturing market opportunities.

What key challenges did you face and how did you handle them?

Market volatility, geopolitical uncertainty and evolving regulatory landscapes are challenges every asset manager has to navigate. At NCM, we view these as opportunities to refine and strengthen our approach.

Historically, during periods of heightened uncertainty - such as in 2022 - we were able to capitalise on volatility and enhance portfolio performance while mitigating downside risk.

We believe resilience comes from proactive preparation. By maintaining a forward-looking mindset and rigorous risk-management, we ensure that we are not just reacting to market conditions but positioning ourselves strategically for long-term success.

Whom do you look for, either inside or outside your business, for ideas and inspiration?

Within NCM, our portfolio managers are at the forefront of innovation, bringing deep expertise in macroeconomics and derivative strategies. Their insights fuel our internal research process.

Externally, we gain insights from macroeconomic experts and investment analysts who advocate antifragile strategies. The principles articulated by Nassim Nicholas Taleb - who popularised the concept of antifragility - closely align with our i nvestment philosophy.

Additionally, we are connected to a network of outside-the-box thinkers with a solid reputational foundation, ensuring our strategies are consistently shaped by innovative thinking and cutting-edge ideas.

Hans Ulriksen CEO / CIO / Portfolio Manager Noble Capital Management (NCM) SA

Winner • Alternative Investment Manager (Independent)

Aiming to make a difference beyond finances Nykredit Private Banking is firmly committed to making the lives of our clients wealthier.

Nykredit Private Banking has won Wealth Briefing Awards seven years running. We are extremely proud and grateful to once again receive this recognition.

Visit nykredit.dk/privatebanking or call +45 70 10 10 76 to learn how we can make your life wealthier.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

95

Nykredit Private Banking: Putting People at the Heart of Responsible Wealth Management Lene Qvist Executive Vice President Nykredit Private Banking

Winner • Domestic Clients Team • Private Bank - Client Service • Private Bank - Talent Management

We see people as the core of Private Banking Nykredit is proud of its distinguished heritage as one of Denmark’s oldest financial institutions and its position as the largest mortgage provider in the country. Our unique ownership structure, through Forenet Kredit, an association of customers, allows us to share our success directly with those who matter the most – our customers.

This model not only strengthens our financial foundation but reinforces our deep-rooted commitment to responsible banking, offering tangible benefits such as loan discounts and lower investment fees. Nykredit Private Banking’s team of specialists take a holistic approach that extends beyond the financial spectrum, ensuring that our clients’ interests remain firmly at the heart of everything we do.

Our ownership model profoundly influences our corporate culture, fostering a strong sense of responsibility, curiosity and dedication in our employees, shaping a private banking experience that is both personal and forward-thinking. Private Banking starts with the people and we see people as the core of our success. Our philosophy is to foster enduring relationships with our clients – always with an eye on their financial security and personal wellbeing.

We operate in a constantly changing world, where yesterday does not resemble today and will not resemble tomorrow.

Our commitment to providing stability and guidance ensures that our clients feel secure through every market shift. To achieve this, we continually focus on self-improvement and skills enhancement. By investing in the professional growth of our client advisers, we provide a path that enables them to improve their skills and increase their self- awareness to make a meaningful impact.

We promote a workplace focused on well-being through mindfulness practices and collaborative learning to create an environment where people can thrive. Combining cutting-edge digital solutions with a relationship-driven advisory model, we ensure that every interaction is significant.

Our focus on client-centricity motivates us to constantly improve our advisory services and promote a collaborative and educational environment. We aim to create a supportive and inspiring environment that empowers our client advisers to build strong relationships with clients and colleagues.

At Nykredit Private Banking, we take pride in fostering a culture were curiosity and synergy drive excellence. Beyond financial expertise, we continuously explore new perspectives and insights that strengthen our advisory approach. We believe that responsible banking is about more than just managing wealth – it is about shaping a future where prosperity and purpose go hand in hand and thereby aim to create lasting value for our clients while contributing to a more sustainable financial landscape. As private banking evolves, we remain committed to meeting the increasingly complex needs of our clients with relevance, responsibility and impact.

We are honoured to receive recognition for our dedication in managing domestic clients, providing outstanding service and managing talent. These awards reinforce our goal to be Denmark's responsible wealth manager, creating long-term value for our clients, business partners and the community. At Nykredit, we are more than just a bank; we are a trusted financial partner dedicated to securing a brighter future for our clients and the communities we support.

www.oak.group

Independent global specialist in funds, corporate and private client services to managers, institutions and families.

Oak Group is privately owned with a fully aligned strategy for growth and transformation, with a long-term vision.

Find out more about our exciting journey and how our services can help you at oak.group.

Follow us

Regulatory information can be found on our website at oak.group/notices/regulatory/

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

97

Oak Group: Redefining Excellence in Wealth Management Through Innovation and Client-Centric Growth Please explain why you were able to reach this award-winning level?

Our success stems from thoughtful disruption – making meaningful improvements that enhance client service and value and is built on two core principles: delivering exceptional client service and providing outstanding value for money.

Since joining Oak, I have focused on deeply understanding our business and its full potential. Engaging extensively with our teams, clients and intermediaries has provided valuable insights and strengthened relationships, reinforcing my belief in our shared vision.

Kim Sgarlata CEO Oak Group

Winner • Chief Executive Officer (CEO)

and shareholders, particularly Stephen Lansdown, whose long-term vision and success with Hargreaves Lansdown exemplify sustainable growth and client-centric innovation.

Externally, I draw inspiration from disruptors in adjacent industries – visionaries who challenge conventions and redefine their fields. The most transformative ideas come from those who dare to question the status quo, a mindset I actively foster as Group CEO. What will winning this award do for your business and colleagues?

While our journey is still unfolding, the progress we’ve made, combined with the passion within our team, gives me confidence that we are on the right path. With a clear mandate, movement and plan, we are driving to a new standard of excellence.

Winning validates our progress since transitioning to private ownership under Opera, reinforcing Oak’s position as a forward-thinking, trusted partner in wealth management. For our colleagues, it would recognise and celebrate their hard work and drive further momentum.

How do you intend to remain on the front foot and continue to set a high standard?

Where do you see the wider wealth management sector going in the next five years?

My proactive, forward-thinking approach not only differentiates me from my peers but also redefines what a CEO can achieve in today’s rapidly evolving business landscape. By integrating best practices, best people and best tech & data while staying true to our core DEI and ESG values, we can continue to implement a cohesive, profitable, long-term strategy. Oak will stay ahead of industry shifts while maintaining the exceptional quality of client service we are known for.

The wealth management sector is poised for significant transformation, driven by personalisation, ethical technology and the rise of next-generation wealth creators.

Whom do you look to – inside or outside your business – for ideas and inspiration?

At Oak, inspiration comes from both within and beyond our organisation. Internally, I am motivated by our team’s resilience and willingness to embrace change. I also draw insight from our leadership team

High-net-worth families, entrepreneurs and next-gen wealth holders will demand bespoke solutions and personalised advice that extend beyond traditional financial services. Ethical technology will enhance client experience and privacy, while Gen Z and millennial investors will reshape the industry with a focus on social responsibility, seamless digital experiences and sustainable investment options.

Firms that successfully integrate human expertise with technological innovation – like we are doing within Opera – will be the ones to lead this new era.

ogier.com

Gl bal reach Private clients need trusted advisers and an interconnected world demands a global perspective.

Our lawyers include some of the most respected names from across the offshore private client world.

We advise on BVI, Cayman, Guernsey, Irish, Jersey and Luxembourg law across all time-zones – and our Trusts Advisory Group draws together a seamless contentious and non-contentious advisory service which also includes relevant corporate support.

Legal Corporate and Fiduciary Consulting Beijing British Virgin Islands Cayman Islands Dubai Guernsey Hong Kong Ireland Jersey London Luxembourg Shanghai Singapore Tokyo

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

99

Redefining Offshore Private Wealth with Innovation, Expertise and Client-Centric Solutions

Winner • Offshore Law Firm

Matt Guthrie Global Head of Private Wealth Ogier Please explain why your business was able to reach this award-winning level?

In 2024, Ogier set new industry standards, earning prestigious accolades and reinforcing its status as the premier provider of offshore legal services. We have achieved phenomenal growth over the past 12 months. Our headcount increased to 1200, with 120 partners and 40 directors. Strategic appointments strengthened our exceptional private client services and included Private Client Director Simon Goldring in Dubai and Monaco-based UHNW and family office specialist Andrew Faulkes, also as Private Client Director. Chris Hards joined the partnership in Guernsey, specialising in private wealth matters.

Our client services, achievements and commitment to development and diversity position us as a market leader. We deliver exceptional offshore legal services, manage complex crossborder matters and support our clients' long-term objectives with precision and expertise.

How do you intend to remain on the front foot and continue to set a high standard?

At Ogier, we like to challenge the status quo. Whether we are pioneering new ways to service clients or fostering a culture of continuous improvement, innovation is at the heart of everything we do – and 98% of our employees are trained in Lean Six Sigma, which streamlines processes, enhances efficiency and fosters innovation.

Our adoption of technology drives our standout services in the legal market and we are always exploring new ways to improve the client experience. For example, our secure digital toolkit facilitates document exchange and management, ensuring seamless client interactions.

We were the first offshore law firm to publish a Gender Pay Gap report and our DEI Charter is a public commitment to improving

gender representation at leadership levels. We ensure our policies are competitive and cater to the diverse needs of our workforce, promoting flexible working arrangements and an open, inclusive culture.

What was the way your colleagues made a difference?

Our Trusts Advisory Group remains the largest among our peers, offering leading contentious and non-contentious services.

This combined team of 154 offers private wealth, dispute resolution and relevant corporate law from BVI, Cayman, Guernsey and Jersey across all time zones, delivering exceptional services to a global clientele.

My colleagues in the Trusts Advisory Group make a difference by putting solutions at the core of our award-winning services. The team encompasses a broad range of expertise to ensure comprehensive support for our clients. We collaborate with clients to create tailored strategies that align with their unique objectives and circumstances. We ensure their goals are clearly defined and documented to guide all subsequent actions, monitor ongoing progress towards objectives and incorporate changes through the lifecycle.

Where do you see the wider wealth management sector going in the next five years?

With the impending transfer of trillions, the spotlight on the "next gen" – Millennials, Gen Z and Gen A – is more intense than ever. The wealth landscape is becoming increasingly global and diverse, with more international connections, female leadership and varied family constructs. The next gen is also exploring emerging asset classes like cryptocurrencies and has a deep interest in sustainable and impact investing. This complexity calls for a refined approach to wealth transfer, where understanding tax implications, maintaining transparency and managing cross-border issues are essential.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

QNB Private Banking: Personalised, Exclusive and Prestigious What does your firm do to maintain its leadership in private banking?

QNB Turkey Private Banking stands as a distinguished leader in wealth management, offering personalised financial solutions tailored to the evolving needs of high-networth individuals.

Established in 2006, our Private Banking division has continuously adapted to dynamic market conditions while upholding our core value of customer satisfaction.

Our customer segmentation model ensures that each client receives services that best match their financial goals.

A key aspect of our approach is the assignment of a dedicated Private Banking Relationship Manager, who provides customised advisory and seamless financial planning.

Beyond traditional banking, QNB Private Banking enhances client experiences through exclusive travel privileges, premium customer service lines and personalised investment solutions.

Our integration with digital banking ensures that clients benefit from both high-touch relationship management and innovative financial technology.

How do you sustain your standards and take things to a higher level?

Excellence in private banking requires a balance of innovation, exclusivity and a deep understanding of client expectations.

At QNB Turkey, we continuously enhance our services by listening to client feedback and investing in new benefits tailored to their lifestyles. At QNB, we listen to our clients, refine our offerings and introduce new services that add value to their financial journey. By leveraging both expertise and technology, we ensure that our clients receive seamless banking experiences that align with their lifestyles.

At QNB Private Banking, we offer personalised, tailored financial solutions, priority

services and premium lifestyle privileges.

Clients benefit from dedicated relationship managers, investment consultancy, seamless digital banking, exclusive partnerships, free premium airport services, entertainment discounts and complimentary services.

What impact will winning this award have on your team and clients?

This award is a testament to our unwavering commitment to delivering world-class private banking services. It reinforces our reputation as a premier institution that blends expert financial guidance with an unparalleled client experience. For our clients, this recognition affirms that they are partnered with a trusted financial leader that prioritises their evolving needs.

For our team, this recognition serves as motivation to uphold the highest standards in private banking. It validates our commitment to service quality and inspires us to continue evolving to meet the expectations of our valued clients.

Where do you see the private banking sector heading in the next five years?

The future of private banking will be driven by personalisation, digital transformation and evolving client expectations.

Clients will increasingly seek seamless, technology-driven solutions that integrate convenience with expert financial guidance.

Enis Kurtoğlu Deputy General Manager QNB Bank Turkey - Private Banking

“At QNB, we are committed to staying ahead of these trends by maintaining a client-centric approach, investing in innovative solutions and adapting to the changing financial landscape. “ We will continue to lead the way in providing exceptional private banking services. As a forward-thinking institution, QNB is committed to staying ahead of these trends. We will continue investing in innovative solutions that enhance client experience while maintaining the personalised service that defines private banking.

Winner • Private Bank - Client Initiative

101

Wealth Reporting Consolidating the global assets of an individual or a family is no small feat, let alone delivering this regularly, accurately and in a timely manner, with comparable analysis across managers, properties, structures, or family members.

Rawlinson & Hunter deliver regular customised reporting to individuals and families, consolidating their entire net worth, delivering usable information in a clear format, regardless of complexity.

Our heritage as Chartered Accountants is strengthened by our commitment to embrace innovative technology, enabling us to provide services that are state of the art and comprehensive, including: • • • • • •

Consolidated investment reporting Performance analytics Income/expenditure analysis Management accounting Statutory accounting Trust accounting

Mark Shaw, Partner Mark.Shaw@rawlinson-hunter.com +44 (0)20 7842 2217 www.rawlinson-hunter.com

Chris Hawley, Partner Chris.Hawley@rawlinson-hunter.com +44 (0)20 7842 2138

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

103

Blending Tradition with Innovation: Rawlinson & Hunter's Journey in Wealth Reporting Winner • Consolidated Reporting

Rawlinson & Hunter LLP

What was the winning formula of your firm/you that explains why you won?

Rawlinson & Hunter's recent accolade at the WealthBriefing European Awards 2025 for 'Consolidated Reporting' showcases our dedication to excellence and innovation. Our success stems from our rich heritage as Chartered Accountants and the Partner-led approach taken with all our clients, combined with our forward-thinking approach to technology.

This unique blend of traditional accounting principles and cutting-edge technology has resulted in the launch of two new innovative online portals – the Investment Reporting Portal and the Investment Accounting Portal – in the last 12 months.

Our wealth reporting portals are distinguished by their global reach, anytime anywhere availability, integrated investment accounting and user-friendly design, providing clients and their advisers with useable insights into global assets, performance returns and financial statements.

Who inspires you, either inside or outside your organisation?

Inspiration flows from both our clients and our people within the Firm. The evolution of our Wealth Reporting Service is a testament to the vision and investment of past and present Partners, as well as the technical prowess of our in-house IT team. Their relentless pursuit of excellence and innovation has redefined the possibilities in wealth reporting.

Our clients' requirements continually motivate us to deliver ever-greater standards of wealth reporting and drive our commitment to improvement. Their needs shape our approach, ensuring our service remains responsive and cutting-edge. The combination

of traditional accounting and innovation embodied in our journey is a result of clients challenging us to deliver personalised, clientcentric reporting.

What sort of challenges did you surmount to reach this level and how have you been able to succeed in such fast-moving circumstances?

Our path has been challenging at times, from designing infrastructure capable of accurately consolidating global assets to adapting to rapid technological advancements. Our success in overcoming these obstacles lies in adopting iterative improvements to existing wealth reporting systems, while simultaneously looking at more sophisticated solutions, such as our two new online portals. These portals represent a significant advancement in our service offerings, providing clients with unparalleled access to their financial information and transforming the way they view their wealth.

This approach allows us to harness new technological opportunities as they arise, as well as support existing clients with their wealth reporting needs.

What are you going to do to remain competitive and stay ahead?

To stay competitive, we will continue to listen to our clients and innovate. Our commitment to innovation is supported by an approach that integrates machine learning and process automation.

When automation is carried out alongside human oversight a symbiosis experience is created that allows us to provide a personalised client offering while utilising advancements in technology. This combination enables us to swiftly adapt to changes and continue setting new benchmarks for excellence in consolidated wealth reporting.

IMAGE Astute financial advice to help protect your future.

Capital at risk Issued by RBC’s Wealth Management International division in the United Kingdom and the Channel Islands which is comprised of an international network of RBC® companies located in these jurisdictions. RBC Europe Limited is registered in England and Wales No. 995939. Registered Address: 100 Bishopsgate, London EC2N 4AA. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Royal Bank of Canada (Channel Islands) Limited, Gaspé House, 66-72 Esplanade, St. Helier, Jersey JE2 3QT, Channel Islands. Regulated by the Jersey Financial Services Commission in the conduct of deposit taking, fund services and investment business in Jersey. ® / ™ Trademark(s) of Royal Bank of Canada. Used under licence.

RBC 1901

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

105

Globally Consistent, Locally Relevant - RBC’s UHNW and Institutional Trust Teams’ Formula for Success

Winner • UHNW Team • Institutional Trust or Fiduciary Team

RBC Wealth Management

R

oyal Bank of Canada (RBC) has provided trusted financial advice and wealth management solutions for over 150 years. By combining our existing wealth management business in Europe with UK wealth manager RBC Brewin Dolphin, we have created a market leader with over 30 offices across the UK and Ireland. As an industry leader with a strong balance sheet, proactive risk management and a solid liquidity position, we continue to evolve, grow and set new standards. Today, we support a more diverse portfolio of clients than ever before, with a truly multi-generational offering.

Our European trust business is part of RBC Wealth Management in the Channel Islands and sits at the centre of the wider global RBC network of financial service teams, subsidiaries and partners.

Our comprehensive range of services, powered by international, cross-jurisdictional collaboration, positions us as a leading global financial services provider.

level of talent is a key driver of our ongoing growth and success, enabling us to foster long-term client relationships and offer the most suitable products to meet clients’ long-term, financial goals.

Please explain why you/your business was able to reach this award-winning level?

Our ‘globally consistent, locally relevant’ approach ensures we deliver the best possible outcomes for our clients. With a constructive approach to wealth planning, we combine internal analysis with deep market insights to help our clients navigate financial concerns and changing macro conditions.

What was the way your colleagues made a difference?

Our people are at the heart of our business. We pride ourselves on our investment in talent and supporting our colleagues with ongoing professional development opportunities at all levels. Our training pathways are developed in collaboration with leadership, combining technical and personal skills development to ensure our teams can navigate and address the evolving needs of our clients.

This commitment to attracting and developing the highest

How do you intend to remain on the front foot and continue to set a high standard?

One of our key differentiators is our in-house technical trust team.

Unlike many competitors who outsource this function, we can provide our trustees with access to legal, tax, governance and fiduciary professionals. This allows us to be agile and proactive in responding to industry changes, ensuring our clients fully understand and comply with new regulations across all jurisdictions.

We work with our clients and their families to develop a wealth plan built around their needs, for their future, with our expertise.

Alongside the breadth of our proposition and the size and scale of our business, clients benefit from our deeply engrained risk management culture when navigating the complexities of intergenerational wealth transfer, operating businesses and managing risks across family, business and social capital.

“Every client and their perspective of value is unique. Only when you really understand their emotional, financial and practical needs, can you leverage that knowledge to consistently problem solve for clients today but also anticipate the challenges they may face in the future. Our UHNW team seek to deliver consistent, value add outcomes for client’s and their family members by always leading to, not with, solutions.”

“Despite a rapidly changing landscape, our strategic investments in talent and technology have solidified our position as a market-leading trust business. Our people show the best of our values – consistently innovating to create new opportunities and deliver value to our clients. We pride ourselves on our proactive, data-led approach to client management which, combined with our global reach, enables us to meet our clients’ evolving needs.”

Ross Jennings – Head of RBC Private Wealth, RBC Wealth Management

Gail McCourt - Head of Private Client Fiduciary Services, RBC Wealth Management

Breakthroughs rarely happen in the boardroom

We enable meaningful connections for the next chapter of your entrepreneurial journey. Drawing on our global network and expertise in over 50 markets, we connect you with the right partners and solutions to support every aspect of your life’s work.

Where your life’s work lives.

Find out more

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

107

Standard Chartered: Leading the Way in Talent Management and Diversity in Private Banking Demir Avigdor Managing Director, Head of UK Private Bank Standard Chartered Global Private Bank

Winner • Private Bank - Talent Management & Diversity

Please explain why you/your business was able to reach this award-winning level?

microbusinesses and in turn create much needed jobs in their communities. Their achievements are a lesson to us all.

The importance of Diversity, Equity and Inclusion (DEI) is integral to our Bank’s strategy. Every day, we connect corporate, institutional and affluent clients to unique growth opportunities across Asia, Africa, the Middle East and the Americas. Therefore, building a culture of inclusion in our workplace is critical to our business success, driving innovation, enhancing decision-making and leading to better business outcomes.

What will winning this award do for your business and colleagues?

In the Private Bank particularly, our team shares a common heritage with our clients: we speak their language and understand their culture. This diversity of employees is our strength and there are many ways that we are providing support and helping them to achieve. For example, we have six Colleague Communities, which are internal employee networks designed to build and nurture relationships. They are called Gender, Heritage, Black, Generations, People with Disabilities and SC Pride.

Whom to look for, either inside or outside your business, for ideas and inspiration?

Over six years ago, we launched Future makers, a philanthropic global youth economic empowerment initiative to support disadvantaged young people, particularly focusing on women. Ever since, we have enabled and supported over 88,000 jobs through Future makers. These young people who we work with are an inspiration. Through their drive, determination and hard work, many go on to achieve business growth, build social and green

This is the [second] time winning 'Private Bank - Talent Management & Diversity (UK)'. We are both humbled and proud. It is ultimately our clients who benefit from the Bank winning repeatedly awards because it is shows our continuous commitment to providing an award-winning service for them.

I hope these awards also encourage top talent from diverse backgrounds considering a career in Private Banking to get in touch.

Diversity and Inclusion are key at Standard Chartered, because if everyone can bring their whole selves to work, it creates a workplace culture that offers opportunity and supports everyone to thrive.

Where do you see the wider wealth management sector going in the next five years?

We are witnessing the most profound distribution of wealth, not only inter-generationally, but also across geographies. I believe this is set to continue. The emerging markets, from predominantly Asia, Africa, Middle East, are growing much faster than in the West. The global wealth is shifting to those markets. The challenges and opportunities for private banks over the coming years is how to capture that wealth shifting East.

Best Wealth Management Executive Search Firm WealthBriefing European Award Winners 2020|2021|2022|2023|2024|2025

Financial Contact

us

Recruitment & Consultancy about

your

hiring

strategy

2 5 Gr e e n St r e et, M a y fa ir, L o n don W 1 K 7 A X Tel: +44 (0) 203 848 9020 I Email: i n f o @s teph ens one xec ut ivesea r ch. c om w w w .s teph ensonex ecu ti ves ea rc h.com

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

109

Stephenson Executive Search: Prioritising People and Excellence in Wealth Management Recruitment “Individuals are our priority.

Ensuring alignment between candidate and client is key and our team is deeply committed to our values, consistently exceeding expectations.”

S

tephenson Executive Search (SES) is a family-owned executive search company with expertise in the financial services sector, with a particular focus on wealth management. Since SES’s inception 13 years ago, the firm has focused on building long-lasting relationships with clients, choosing to partner with firms that are aligned with the business’s own core values; integrity, trust, respect, passion, innovation and tenacity. By doing so, SES can assist not only with recruitment, but as a strategic business partner too, providing professional counsel to clients on how best to appoint and retain the highest calibre of people.

The company’s aim has always been to be the most reputable search firm in the industry which has led to us attracting the best candidates and clients. The majority of Stephenson Executive Search’s clients partner with the firm on an exclusive basis, with SES receiving consecutive assignments because of our continued success. The results that the team has achieved have led not only to repeat business, but to numerous referrals and recommendations from clients and candidates alike. Their satisfaction with SES's service has helped build our reputation.

SES’s consultants are committed to assisting professionals to navigate their career advancements. The team is immersed and qualified in the markets in which they operate, with the insight and expertise to enable them to target the right candidates quickly and efficiently.

Billy Stephenson, Managing Director, said, “Through meticulous candidate mapping and meaningful connections, we've delivered

outstanding results. Positive feedback, even from non-shortlisted candidates, reflects our unwavering dedication to excellence”.

In addition to the firm’s successful placements and growing profits, SES has taken strides in growth and diversity and is proud to be one of the first signatories of the Black Talent Charter, supporting Black representation in the financial services and legal sectors and assisting with progression and promotion opportunities. Alongside this, SES has been a longterm supporter of providing work experience opportunities for students from the Mossbourne Academy through The Grocers’ Company. SES continues to grow, in 2024 it achieved its highest turnover in the company’s 13-year history. “2025 has started brilliantly – we've had a record first half (achieved within the first two months) and have several excellent people joining us. We continue to expand in asset management, wealth management and family office services, with a dedicated team focused on compensation and research.

Our goal is to refine and enhance what we do best. I am confident it will be another exciting year of growth,” said Stephenson.

Stephenson Executive Search is dedicated to providing a top-rate service. The firm consistently looks for ways to improve and streamline their service, conducting regular reviews and meetings with market professionals to ensure that the team is always prepared to navigate market changes. Data search platforms and processes, including the recent implementation of AI, are regularly updated to ensure the team are generating a current and wide-ranging talent pool of candidates, enabling clients to create and maintain diverse and experienced teams. “Our success stems from prioritising people and helping them with their professional growth.

By aligning the right talent with the right opportunities, we've achieved consistent profitability. I take pride in our team who maintain integrity and are dedicated to fostering career advancement and growth,” said Billy Stephenson.

Billy Stephenson Founder & Managing Director Stephenson Executive Search

Winner • Wealth Management Executive Search Firm (Europe)

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

111

Navigating Complexity, Empowering Success Susie Hillier Partner – Head of Wealth Planning Stonehage Fleming

Winner • Multi-Family Office Over £3 Billion AuM • Wealth Planning

Explain why your business was able to reach this award-winning level?

We are delighted that our unique style and collaborative approach with our clients resonated with the judges. Our client-first philosophy is at the heart of everything we do. The firm’s global scale combined with a local presence enables us to deal with the needs of the multi-jurisdictional families we work with.

By drawing on our experience and prioritising consistent and effective communication we are able to help clients understand not only the issues they face today but also those they will have to consider in the future.

What was the way your colleagues made a difference?

Our Wealth Planning team, an integral part of the Stonehage Fleming family, delivers comprehensive support to individuals and families both in the UK and globally. We prioritise building strong personal connections, dedicating time to understand our clients' circumstances and leveraging our extensive experience to offer practical wisdom.

Our team specialises in working with a diverse range of clients, catering to both those who are just beginning to build their wealth through to ultra-high-net-worth individuals, including private equity professionals and owner managers. We spend a significant amount of time to truly understanding our clients, drawing on our experience of working with so many different families. We've grown a lot in the last few years, both in terms of clients and employees and that's helped us hire some of the best people in our field. We added six new team members in the last year and within the broader group opened one new representative office in the Americas.

I firmly believe that the success of our team approach is rooted in the nurturing, support and time I and my senior colleagues, invest in the team’s professional growth. This has been supported with

a team retention rate, which is amongst the highest in the group.

It also makes me particularly proud that my team is almost 50% women across all levels of seniority. We all feel extremely lucky to work alongside so many talented colleagues. Finding the right people and maintaining their motivation as a team is essential for our long-term success.

What will winning this award do for your business and colleagues?

Inspire them to strive for more. Our commitment to excellence is demonstrated through the reception of these industry awards, which further inspires our team members. These recent accolades not only elevate our industry reputation but also fortify our vital partnerships with professional advisers, showcasing our collaborative strength in client support. I am constantly impressed by the exceptional talent of my colleagues and the clients we are exposed to. Their remarkable achievements are truly inspiring and it is fantastic to see their hard work acknowledged.

Where do you see the wider wealth management sector going in the next five years?

Wealth Planning has faced some of its largest challenges in recent years. The evolving political landscape globally, especially in the UK, presents opportunities and potential risks for our clients. Navigating these discussions amidst numerous uncertainties can be a rather complex task.

Whether a family’s wealth is new or long-standing, situations always arise where they benefit from the support of our practical experience. From a business perspective, the challenge is finding team members who have (or demonstrate the ability to learn) the breadth of technical and communication skills needed to support our wide range of clients. We are constantly building out new parts of the business to better support our clients and we will continue to do so.

We think great ideas are a great idea Ideas like offering Swiss bank solidity and boutique agility.

Or inviting you to invest alongside us, the Syz family.

Or making bank ads that don’t look like bank ads.

Private Banking Alternative Investments Asset Management External Asset Managers

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

113

Dedication, Innovation and Leadership: The Keys to My Award-Winning Success in Finance

Winner • Women in Wealth Management (Individual) • Digital Assets Solution/Fund Manager • External Asset Management Platform & Offering

Valérie Noël - Head of Trading, Syz Group Please explain how you were able to reach this award-winning level?

With over 30 years of experience as a trader and head of a trading floor, my enduring passion for finance has been the driving force behind my career. I have consistently dedicated significant time and effort to my profession, always upholding the values of integrity and excellence. My commitment to delivering outstanding service to clients goes hand in hand with my leadership and support for my exceptional colleagues. My continuous desire to learn has led me to spearhead the development of the bank's crypto trading and technological solutions.

I also believe in sharing my experience to inspire others, particularly women who may be considering a career in finance. Through conferences and interviews, I aim to provide insights into the industry and encourage more women to explore opportunities in trading and wealth management.

I maintain a strong presence on social media, which requires daily discipline. Engaging actively across various platforms, I dedicate time each day to staying informed about industry news, sharing insights and connecting with peers and clients. This consistent involvement ensures that I remain at the forefront of finance and trading developments while fostering meaningful interactions within my professional network.

How do you intend to remain on the front foot and continue to set a high standard?

To maintain a leading position and continue setting high standards in the fast-paced world of trading and finance, I rely on several key principles: Perseverance, Passion, Consistency and Integrity: These core values guide my daily actions and decisions, ensuring that I remain committed to excellence in all aspects of my work.

A Fantastic Team of Professionals: I have absolute confidence

in my exceptional colleagues, whose expertise and dedication are invaluable. Collaborating with such a talented team enhances our collective performance and drives us to achieve outstanding results.

Staying at the Forefront of Industry Evolution: The trading and finance sectors evolve rapidly and it is crucial to stay ahead of these changes to serve our clients effectively. This involves continuous learning, embracing innovation and adapting to new technologies and market trends.

Whom to look for, either inside or outside your business, for ideas and inspiration?

Inspiration comes from a multitude of sources, both within and outside the organisation. Internally, my exceptional colleagues provide unwavering support and continually motivate me to surpass my own expectations. Their dedication and expertise are a constant source of encouragement. Externally, advancements in technology have granted unprecedented access to information and innovative and ideas. By embracing continuous learning and seeking inspiration from these diverse sources, I strive to push beyond my limits and gain new perspectives that enhance my professional growth.

What will winning this award do for your business and colleagues?

Winning the European WealthBriefing Award in the 'Women in Wealth' category is a great honor that brings positive energy to my work and team. This award recognises my dedication to doing my best and strengthens my reputation in the industry. I am committed to providing the best service to clients while also supporting and leading my fantastic colleagues. This award highlights the importance of these values and motivates us to keep setting high standards. It not only celebrates hard work but also pushes us forward. It builds our reputation, lifts team spirit and strengthens our commitment to serving our clients and growing in the wealth management industry.

You value diverse perspectives.

We want to extend our warmest thanks to all our clients for their trust and support, which has enabled us to win the WealthBriefing European Awards 2025 for “Alternative Investment Manager”, “Private Bank - International Clients Team”, “Private Bank - Investment Management Platform”, “Wealth Management Business - The Principality of Monaco” and “Wealth Management Business Nordic Region”.

Wealth & Asset Management | Treasury & Trading | www.ubp.com UBP is authorised and regulated in Switzerland by the Swiss Financial Market Supervisory Authority and is authorised in the United Kingdom by the Prudential Regulation Authority. UBP is subject to regulation by the Financial Conduct Authority and limited regulation by the Prudential Regulation Authority.

Subscribe to our newsletter on ubp.com

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

115

Leadership, Legacy and the Future of Wealth Management Please explain why you/your business was able to reach this award-winning level?

These 5 awards recognise the breadth of UBP’s value proposition. We position ourselves as a pure play wealth and asset manager with a global reach, deploying innovative investment solutions adapted to our HNW and UHNW clients’ needs.

The awards for the Nordic region, Monaco and International Clients reflect our strong focus on ensuring client satisfaction. By combining local know-how and close relationships, we can leverage on all expertise across the UBP group to developed bespoke solutions, often for a multijurisdictional client-base.

The awards for Investment Management Platform and Alternative Investment Manager highlight the diversity of our offering, with investment expertise across the spectrum of asset classes. Our focus is on active strategies where we believe we can add the most value.

The final ingredient for this success is our flat organisational structure and integrated business model that promotes a “one-bank” approach, fostering collaboration and knowledge sharing for agile decision-making to deliver the best of our capabilities to our clients.

What role did your colleagues play?

Bernard Schuster Head of Group Communications Union Bancaire Privée, UBP SA

At UBP, our integrated business model aims to avoid silos and encourage close collaboration between our teams, key to providing a superior service. Being mid-size, UBP is large enough to offer broad and institutional services, yet also allows employees to be familiar with their colleagues throughout the organisation, enhancing our ability to listen closely to our clients' needs. This plays a vital role in facilitating the exchange of ideas between Wealth Management and Asset Management, which, when combined with a flat management hierarchy, is conducive to our agile development of innovative and relevant solutions that characterise our personalised approach.

What are you going to do to remain competitive and stay ahead?

Winner • Wealth Management Business - Nordic Region • Wealth Management Business - The Principality of Monaco • Private Bank - International Clients Team • Private Bank - Investment Management Platform • Alternative Investment Manager (Bank/Institutional)

The key to staying ahead is ensuring client satisfaction. This means, on the one hand, adapting and developing our investment solutions to make sure they meet clients' evolving needs across all market conditions. And on the other hand, it requires continuously elevating the client experience, either by refining our processes to deliver optimal services, investing in our banking and digital infrastructure, or ensuring that we hire the best bankers. This is our guiding principle for sustaining competitiveness.

What position would you like your firm to hold in its sector in five years’ time?

Our ambition is to become the leading pure play private bank and be regarded as a trusted partner for both private and institutional clients, specifically for clients with complex wealth situations, who demand exceptional financial strength and high-performance investments, while keeping our agility and flexibility to quickly adapt to client expectations.

That said, we also aim to gain market share in our priority markets, as such growth is an important factor in our development plans, as illustrated by our recent acquisition announcements!

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

VAR Capital: Leading the Way in Wealth Management Innovation

V

AR Capital is a multi-family office and asset manager providing tailored solutions to ultra-high-networth individuals and businesses across investment management, debt advisory and corporate advisory.

Please explain why you/your business was able to reach this award-winning level?

At VAR Capital, we’ve always strived to push boundaries in wealth management and this award for 'Most Innovative Thematic Proposition' is a testament to that dedication.

What sets us apart is our thematic investment strategy, which focuses on identifying long-term, sustainable growth opportunities while preserving capital. One example that highlights this approach occurred in mid-2024, when we saw potential in the software sector during a significant market sell-off. While many were cautious, we recognised the mispricing in top-tier companies like Salesforce and Adobe, driven by misplaced concerns about AI integration. By acting decisively, we capitalised on their undervaluation, generating returns of 50% and 15%, respectively, by the end of the year.

This success reflects our ability to remain agile and focused, with a team that brings deep expertise, many of us coming from hedge fund backgrounds. By prioritising independent thinking and maintaining a client-first approach, we consistently deliver results that set us apart in the market.

How do you intend to remain on the front foot and continue to set a high standard?

Winning this award is not the end – it’s a motivator to keep innovating. We plan to remain ahead by continuously refining our investment strategies, focusing on high-growth, enduring themes while protecting client wealth during uncertain times. We’re also strengthening our team, having brought on four new employees recently to ensure we can meet our clients’ evolving needs.

Another critical aspect of staying on the front foot is adaptability. We embrace change, whether it’s incorporating new technologies into our processes or expanding our debt advisory services to include direct loan facilities of up to £10m secured against UK residential or commercial assets. By constantly listening to our clients and anticipating their needs, we ensure we remain a trusted partner for the long term.

What will winning this award do for your business and colleagues?

Winning this award is an incredible honour and a reflection of the hard work and dedication of our team. It reinforces our belief in our approach and gives us even greater confidence to continue innovating for our clients.

For our colleagues, this recognition is a source of pride and motivation. It validates the time spent analysing markets, building relationships and finding creative solutions for our clients. For the business, the award enhances our credibility in the industry, helping us strengthen existing relationships and attract new clients who value a forward-thinking partner.

Vikash Gupta Chief Executive Officer VAR Capital Ltd.

Where do you see the wider wealth management sector going in the next five years?

In the next five years, we see the wealth management sector evolving toward greater personalisation and a stronger focus on technology. We believe tech will play a pivotal role in transforming how wealth managers interact with clients.

Tools that enhance transparency, efficiency and decision-making will become essential and we’re already exploring ways to incorporate these advancements into our services.

At VAR Capital, we’re excited about what the future holds. By staying true to our values of capital preservation, innovation and tailored client service, we’re confident we’ll continue to lead the way in this ever-changing landscape.

Winner • Most Innovative Thematic Proposition

117

The All-In-One Wealth&Asset Management Solution

CRM - PORTFOLIO MANAGEMENT - ORDER MANAGEMENT ADMIN & BACK-OFFICE - COMPLIANCE - REPORTING

Geneva Zurich Montreal Singapore Luxembourg www.wize.net

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

A New Entrant in the Core Banking System Market for Private Banks in Switzerland What sets you apart from your peers this year and why?

WIZE by TeamWork, the all-in-one Wealth & Asset Management solution, is one of the fastest growing WealthTech companies in Switzerland historically dedicated to External Asset Managers (EAM), Family Offices (FO), Fund managers and Pension funds.

Since 2025, WIZE also exists in a full Front to Back Core Banking System version for Private Banks and Securities Firms.

This is a major move for WIZE in the Swiss Private Banking industry since, to our knowledge, the last time a new Core Banking package arrived on this market was Avaloq, 25 years ago…

We are therefore extremely excited to bring Private Banks a major innovation: the capability to manage private clients non-deposited portfolios in addition to the classical management of deposited assets. WIZE is indeed the first ever Core Banking System that will natively allow Private Banks to optimize their cost/income ratio by enabling classical costs savings thanks to a higher automation level but more importantly creating opportunities of new sources of revenue by offering Wealth Management mandates to non-deposited private clients.

This new operational capability in the Private Client market will be a key element to reduce risks and higher revenue of Private Banks when new Relationship Managers will be hired since statistics show that, on average, they only succeed to transfer 30 to 50% of their clients assets in the new custodian bank. With WIZE, they will be able to offer Wealth Management mandates to all their clients while only a part will transfer their assets.

Does it mean a revolution for WIZE by TeamWork with a full focus on this new market?

No, absolutely not, this is simply a natural evolution!

Our historical core market is to offer a wealth & asset management platform to External Asset Managers who need to be connected to multiple custody banks.

This will not change for us as, with connectivity to 250+ booking centres of custodian banks and 30+ trading rooms of brokers or banks in Straight Through Processing, we benefit from a large scope of functionalities to serve these clients and we continuously invest in the development of new functionalities to enforce our competitive advantage.

At WIZE by TeamWork, we simply carefully listen to our clients and analyse their change requests in our weekly product committee. We already have Private Bank clients for more than 10 years using WIZE as a Front Office system connected to their Core Banking System. They knew our custodian Securities Firms clients had the possibility to manage deposited and non-deposited assets for already more than 10 years and this capability is a very appealing source of revenue for Private Banks too. We therefore accepted this challenge and planned the development of these new functionalities over multiple years with our first Private Bank client successfully migrated on the WIZE full Core Banking System this 1st January 2025 in Zurich.

This great achievement from our teams offers new opportunities for WIZE by TeamWork but we will continue to be very active on our historical External Asset Managers core market as its growth in Switzerland, UK, Singapore, Luxembourg and Middle East is very impressive.

Pierre Dupont Managing Partner WIZE by TeamWork

Winner • Risk Management • Most Innovative Wealth Management Model

119

WINNER: LSEG D&A

WINNER: Ludlow Trust

WINNER: Multrees Investor Services

WINNER: NICE Actimize

WINNER: Nykredit Private Banking

WINNER: Kim Sgarlata - Oak Group

Award-Winning Communication Platform

Driving Client Satisfaction, Business Growth, and Secure Communication

We've been recognised as the Best Communication Platform, empowering investment managers with: • Real-time portfolio access for enhanced client trust and satisfaction.

• Stronger client relationships driving long-term growth and retention.

Engage Clients. Empower Advisors.

Experience the award-winning difference.

• Secure and flexible communication tailored to client needs.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

123

The Thirteenth Annual WealthBriefing European Awards Winners 2025 WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (VENDORS) Overall Front Office Solution Provider

Client Communications

WINNER

WINNER

CRM System

WINNER

Client Accounting

WINNER

Transaction Processing Solution

Client Reporting

WINNER

WINNER

WINNER Client Lifecycle Management Solution

Suitability Product

WINNER

Portfolio Management

WINNER

Compliance

WINNER

Data Provider

WINNER

Risk Management

WINNER

WINNER: Ogier

WINNER: RBC Wealth Management

WINNER: SS&C Technologies

WINNER: Stephenson Executive Search

WINNER: Syz Bank

WINNER: Syz Bank

WINNER: Union Bancaire Privée, UBP SA

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

125

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (VENDORS) CONTINUED...

On-Boarding

WINNER

Innovative Client Solution B2B

WINNER

Innovative Client Solution B2C

WINNER

Change Management WINNER Process/Best Implementation of a Technology Solution

WINNER Innovative WealthTech Solution B2B

WINNER Innovative WealthTech Solution B2C

WINNER Innovative use of Artificial Intelligence

WINNER Best Technology Outsourcing Solution

Robo-Advisory Solution

Client Investment Application

WINNER

Chief Executive Officer (CEO)

WINNER

JASON EISWERTH

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (IN-HOUSE) Change Management WINNER Process/Best Implementation of a Technology Solution

Innovative Client Solution

WINNER

WINNER

UNPARALLELED LUXURY Unlock a world of elite experiences, bespoke itineraries and unparalleled luxury. From private island retreats to iconic city escapes, we craft seamless journeys with privileged access to the worlds finest. Travel beyond expectations.

hello@theluxurytravelclub.com 0203 384 0970 www.theluxurytravelclub.com @theluxurytravel.club

Exclusive £250 Travel Privilege Scan the QR code to unlock a £250 indulgence towards any of our curated luxury journeys booked online.

Quote EUTLTCA25 when reserving your experience to enjoy this exclusive privilege.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

127

INVESTMENT MANAGEMENT CATEGORIES Specialist Investment WINNER Manager with AuM up to £2 Billion

Investment Consultancy

WINNER

Specialist Investment WINNER Manager with AuM between £2 - £5 Billion

Private Investment Office

WINNER

WINNER Multi-Family Office Between £1 - £3 Billion AuM

Multi-Family Office over £3 Billion AuM

WINNER Alternative Investment Manager (Independent)

WINNER External Asset Management Platform & Offering

WINNER

WINNER Most Innovative Thematic Proposition

Structured Product Provider

WINNER

Specialist Investment WINNER Manager with AuM over £5 Billion

Multi-Family Office up to £1 Billion AuM

WINNER

WINNER Alternative Investment Manager (Bank/Institutional)

Platform Provider

WINNER

WINNER Discretionary Fund Management (DFM) Offering

WINNER: VAR Capital Ltd.

WINNER: WIZE by TeamWork

WINNER: EFG Private Bank Ltd

WINNER: EY

WINNER: Julius Baer International Ltd

WINNER: LendInvest Capital

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

129

INVESTMENT MANAGEMENT CATEGORIES - CONTINUED...

WINNER Digital Assets Solution/Fund Manager

Insurance Product or Service Provider

WINNER

WINNER Alternative Investment Product Provider

PRIVATE CLIENT CATEGORIES Private Client Law Firm

Pensions Advisor of the Year

Independent Trust or Fiduciary Team

Wealth Planning

WINNER

Offshore Law Firm

WINNER

WINNER

Tax Team

WINNER

WINNER

WINNER

Institutional Trust or Fiduciary Team

WINNER

Family Law Legal Team

Accountancy Team

Management Consultancy

WINNER

WINNER

WINNER

THE WEEKEND OF A LIFETIME AT

THE F1 MONACO GRAND PRIX 24TH-26TH MAY

Final Weekend Packages Available Watch Qualifying and the Race from our 40m Sunseeker Tender transfers to the yacht Saturday Night Party All drinks including champagne and cocktails Lunch and Evening food each day Live Music + DJ Guest appearances from ex-F1 drivers Commercial Sponsorship Packages also available

Speak to Charlie Feather at this event or email enquiries@sucasaevents.co for more information

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

131

SPECIALIST WEALTH MANAGEMENT CATEGORIES WINNER

WINNER

WINNER Diversity and Inclusion in Wealth Management (Company)

Wealth Management WINNER Executive Search Firm (Europe)

International Finance WINNER Centre

Global Custodian to WINNER a Private Client Business

WINNER Philanthropy Offering/Initiative of the Year

Wealth Management WINNER Charity Team

Most Promising New Entrant

WINNER Most Innovative Wealth Management Model

M&A Advisor

Marketing or PR Campaign

ESG

WINNER

Use of Social Media

Consolidated Reporting

WINNER

WINNER

WINNER

Excellence in Servicing WINNER North American Clients

Corporate Services

WINNER

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

133

UNITED KINGDOM PRIVATE BANKING CATEGORIES Overall UK Private Bank

UK UHNW Team

WINNER

WINNER

UK Domestic Clients Team

UK Wealth Planning Team

WINNER

WINNER

WINNER

WINNER UK Private Bank - Investment Management Platform

WINNER UK Private Bank - Best Credit Provider

WINNER UK Private Bank - Customer Facing Digital Capabilities (Banking)

UK Private Bank - Client Service

WINNER UK Private Bank - International Clients Team

UK Private Bank Charity Team

WINNER

WINNER UK Private Bank - Talent Management & Diversity

WINNER: Multrees Investor Services

WINNER: RBC Wealth Management

WINNER: Syz Group

WINNER: Valérie Noël - Syz Bank

WINNER: EY

WINNER: Union Bancaire Privée, UBP SA

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

135

EUROPEAN WEALTH MANAGEMENT CATEGORIES Overall European Private Bank

UHNW Team

WINNER

WINNER

Domestic Clients Team

Private Bank - Client Service

WINNER

WINNER

HNW Team

Private Bank - Client Initiative

WINNER

WINNER

Private Bank - Private WINNER Equity Offering

Private Bank - Talent Management

WINNER

COMMENDED Private Bank - Private Equity Offering

Wealth Management WINNER Business - Benelux Region

Wealth Management WINNER Business - Nordic Region

Wealth Management WINNER Business - Central or Eastern European Region

Wealth Management WINNER Business - The Principality of Monaco

Wealth Management WINNER Business - Switzerland

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

137

LEADERSHIP AND INDIVIDUAL CATEGORIES Leading Individual (Banker)

WINNER

Leading Individual (Advisor)

WINNER

NICK ATKINSON

ROBERT MACRO

WINNER Women in Wealth Management (Individual)

WINNER Women in Wealth Management (Company)

VALÉRIE NOËL

Chief Investment Officer (CIO)

WINNER

MOZAMIL AFZAL

Lifetime Achievement WINNER

ROY CAMPBELL

Outstanding Contribution WINNER to Wealth Management Thought Leadership (Company)

Chief Executive Officer (CEO)

WINNER

KIM SGARLATA

Rising Star Under 30

WINNER

SAM WOODWARD

Rising Star Under 40

WINNER

MATT JUNIPER

GLOBAL AWARDS Showcasing The Best in the Industry

Independence, integrity and genuine insight are the watchwords of the judging process.

LEARN MO R E

2025

Announcements Schedule 16 JANUARY 2025

Miami Family Wealth Report Awards incorporating Latin America & the Caribbean

6 & 20 FEBRUARY 2025

WealthBriefing Swiss Awards WealthBriefing WealthTech Americas Awards

5 & 27 MARCH 2025

WealthBriefing Swiss EAM Awards WealthBriefing European Awards

8 MAY 2025

Family Wealth Report Awards

5 & 26 JUNE 2025

WealthBriefingAsia & Greater China Awards WealthBriefing Wealth For Good Awards

16 OCTOBER 2025

WealthBriefingAsia EAM Awards

20 NOVEMBER 2025

WealthBriefing MENA Awards

3 DECEMBER 2025

WealthBriefing Channel Islands Awards

For more information: + 44 (0) 20 7148 0188 (UK Office) www.wealthbriefing.com / www.wealthbriefingasia.com / www.fwreport.com