The WealthBriefing MENA Awards 2024 - Acclaim

ACCLAIM RECOGNISING LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY THROUGH THE WealthBriefing AWARDS PROGRAMME

The Eleventh Annual WealthBriefing MENA Awards For Excellence 2024

November 2024

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.

Decoding The Digital Landscape for UHNWIs (in partnership with Jersey Finance) This report explores the digitalisation of - and digital assets in - Jersey’s wealth management sector. It explores the shifting sands - both economic and regulatory - on which the digital sector rests.

The Bahamas:A Complete and Compelling Choice (in partnership with The Bahamas Financial Services Board) This annual report highlights The Bahamas as a leading international financial center, pioneering digital currency innovations like the Sand Dollar and setting robust regulatory frameworks for digital assets,

catering to high-net-worth investors and family offices.

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

DECODING THE DIGITAL LANDSCAPE FOR UHNWIs

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.

The Bahamas: A Complete and Compelling Choice

EXTERNAL ASSET MANAGERS IN ASIA

A WealthBriefing Report On The Bahamas Financial Services Industry

This report explores the digitalisation of - and digital assets in - Jersey's wealth management sector. It explores the shifting sands - both economic and regulatory - on which the digital sector rests.

NEW DIRECTIONS FOR A RAPIDLY-EXPANDING SECTOR

2023

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

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ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Foreword TOM BURROUGHES Group Editor, WealthBriefing The WealthBriefing Middle East and North Africa Awards, now in their eleventh year, are designed to salute top-class achievement in a sector passing through rapid growth and change. The profile of financial jurisdictions such as Dubai and Abu Dhabi, and the growing profile of Saudi Arabia, to give another example, are increasing talking points in the world’s financial services industry.

As we never tire of pointing out, these awards are a way for the wealth sector’s practitioners to get their due for the hard work, commitment and achievements in guiding HNW and ultra-HNW clients. These awards are also a great way to keep up to speed with the latest sector developments and for practitioners to observe their peers and be even more competitive and hungry for success.

The judging process is at the centre of the awards. Judges, drawn from across banking, the family office sector, consultancies and other relevant bodies, sift through lists of entrants to arrive at a list of winners. In deciding the awards, most of the weight is attached to the quality and relevance of the applicants’ submissions. Judges are chosen for their independence and expertise. The list of judges is published on this news service’s website. The organisers regularly review awards categories so that the programme remains relevant as times change.

At a time when the reputation of the industry remains a coveted asset, we know that such awards can be highly effective in branding and marketing. They also build morale and give winners a chance to take stock of what they are doing. We know from experience how highly valued these awards are, and how much effort goes into trying to reach the winner’s podium. We value comments from people about how to continue shaping these awards.

In the end, the quality of the people drives the success of the MENA region’s wealth sector. These awards are a salute to that quality.

Contents WEALTHBRIEFING MENA AWARDS JUDGING PANEL ....... 5 INTERVIEWS: 360 ONE Global ...................... 15 BNP Paribas Wealth Management ........................... 17 BTA Finance Limited ............... 19 Crestbridge Family Office Services .................................... 21 DELTA Wealth Partners ........... 23 EFG .......................................... 25 Farro Capital ........................... 27 First Abu Dhabi Bank .............. 29 Forsters ................................... 31 GSB .......................................... 33 Gulf Tax Accounting Group FZCO ............................ 35 Hourani & Partners ................. 37 LGT Private Banking ................ 39 Lombard Odier ........................ 41 M/HQ ...................................... 47 Mabledon Capital Limited ...... 49 Mashreq ................................... 51 Mirabaud (Middle East) Limited .................................... 53 NAV Capital DIFC .................... 55

Neovision Wealth Management Limited ............. 57 NPB Middle East Limited ........ 59 Ocorian .................................... 61 Patronus Wealth Privé (DIFC) Limited ......................... 63 Picard Angst MEA Limited .................................... 65 PwC ......................................... 67 Re/think .................................. 69 SFM .......................................... 71 Stephenson Harwood Middle East LLP ....................... 73 Taurus Wealth Advisors Limited .................................... 75 Telomere Capital SA ............... 77 Three Comma Capital Advisors Ltd. ........................... 79 TMF Group .............................. 81 Union Bancaire Privée, UBP SA ..................................... 83 Vistra ....................................... 85 WECAN GROUP ...................... 87 WRISE Group ........................... 89 WEALTHBRIEFING MENA AWARDS WINNERS IN FULL .... 95

Overview of the MENA Wealth Management Industry Barely a week passes without more news of new wealth managers, private banks and advisory houses setting up in jurisdictions such as Dubai and Abu Dhabi, among others. More than two years ago, Dubai created a new centre aimed at encouraging family offices; it is now pushing to attract fund managers.

According to Bloomberg (10 June, 2024) in 2023, the number of registered foundations - a vehicle commonly used by wealthy families - in Dubai rose by 53 per cent. In Abu Dhabi, the number jumped by 35 per cent.

The Capgemini World Wealth Report 2024, showing data for 2023, found that Middle East HNW individuals held $3.5 trillion of wealth, recovering from 2022. In Africa, the total was $1.8 trillion, falling a touch from the preceding year. Weakness to crude oil prices last year and geopolitical tensions weighed on wealth growth to some extent. In Africa, weaker commodity prices and declining foreign investment caused some difficulties.

Even so, momentum appears strong. Dubai, for example, appears a beneficiary of an exodus of some wealthy people from the UK amid new tax laws. And these jurisdictions are keen to

compete with rival centres such as Singapore.

International (such as Citigroup, Indosuez, and Lombard Odier) and local banks (QNB, Emirates NBD and Mashreq) jostle for business. Service providers around trust, fiduciary services, company services and funds keep taking root (IQ-EQ, GSB and Titan Wealth, for example), obtaining regulatory licences and building teams.

While the North African situation appears more subdued at the moment, it is worth noting that the region is still important, and besides international banks that work there, there are large local names such as Bank of Africa – BMCE Group, in Morocco, and CIB and QNB in Egypt. If the international financial centre of Mauritius off the east coast of Africa is included, firms such as Mauritius Commercial Bank are names to remember. The region defies easy generalisation.

Ironically, rapid growth of centres such as Dubai creates different challenges – surging residential prices and traffic congestion, for example. There’s always the risk markets get too hot, requiring a pause. But such growth is a challenge others must envy.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

The Judging Panel The WealthBriefing MENA Awards 2024 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 MENA region.

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.

MANNAN ADENWALLA Managing Director LGT Bank (Middle East)

AMRITAANSHU AGRAWAL Board Member and CEO NPB Middle East Limited

MASROOR BATIN Chief Executive Officer, Middle East Santander Private Banking International

LAURENCE BLACK Regional Director, Client Solutions, MENA Asiaciti Trust Group

CÉCILE CIVIALE VUILLIER CEO, Group Head of Private Client Trustconsult Group S.A

PATRICK CROWLEY Executive Director Banque Richelieu GCC

PRZEMYSLAW DRZYMALA Executive Vice President of Global Sales EMEA, Financial Services Division Comarch SA

GAIL GORING Partner and Head of Regulatory and Compliance Services Re/think

ISMAEL HAJJAR Partner PwC Middle East

ALIA HASKOURI Director – Head of UAE JTC

HASSEN JAUFEERALLY Senior Relationship Manager The Mauritius Commercial Bank

VIPUL KAPUR Managing Director, Head of Private Banking Mashreq

STELA KOTE Chief Executive Officer Index & Cie

JACQUES-ANTOINE LECOINTRE Chief Operating Officer Santander Private Banking International

MARTIN LIEBI CEO ODDO BHF (Switzerland)

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ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

The Judging Panel YANN MRAZEK Managing Partner M/HQ

VIJAY NARAIN Market Head NRI EMEA BNP Paribas Wealth Management, MENA

LYNDA O’MAHONEY Global Head of Business Development – Private Clients Ocorian

YASMINE OMARI Director EY MENA

ASLAM SHAREEF Managing Director - Kuwait Fairway Group

BRUCE WEATHERILL Chief Executive Weatherill Consulting

SAMIRA ZAKOUR Managing Director & Global Head of Private Banking & Key Client Group FAB Private Banking

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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.

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WINNER: Dr. Abdalla Kablan - DELTA Wealth Partners

WINNER: Yasmine Omari - EY

WINNER: Mark Hirst - Gulf International Bank

WINNER: Mohammad Athar - Mabledon Capital Limited

WINNER: Yann Mrazek - M/HQ

WINNER: Samir Atitallah - Mirabaud (Middle East) Limited

WINNER: Vineet Arora - NAV Capital DIFC

WINNER: Tasleem Sayani - Stephenson Harwood

WINNER: Dr. Mariah Khan - Three Comma Capital Advisors

WINNER: Derrick Tan - WRISE Group

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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360 ONE Global: From India to the World Winner • External Asset Manager (EAM) Newcomer

360 ONE Global

What Was the Winning Formula That Explains Why You Won? 360 ONE Global’s success is rooted in our client-first philosophy, embodied in our name: a 360-degree focus on the ‘ONE’ who matters most – our client. This approach, which we call Performance Plus, combines long-term performance with deeply personalised care.

As one of India’s leading wealth managers with over $68 billion in assets under management, 360 ONE Global builds on this legacy to deliver bespoke solutions tailored to ultra-high-net-worth clients worldwide.

Our philosophy goes beyond wealth management. We are trusted advisors who listen, adapt, and exceed expectations. By blending local expertise with a global outlook, we aim to redefine wealth management and empower clients in today’s interconnected financial landscape.

What Are You Doing to Stay Competitive and Ahead?

We remain competitive by combining innovation with our wealth of experience. Key strategies include: 1. Expanding Proven Models Globally: Extending our successful Indian advisory model to international markets.

2. Capturing India’s Growth Story: Attracting global investors seeking opportunities in India’s fast-growing economy.

Our offerings include: • Bespoke Investment Strategies: Spanning global equities, private markets, digital assets, and credit advisory.

• Family Office and Fund Structuring: Our Variable Capital Company (VCC) Single Family Office in Singapore provides tax-efficient solutions for portfolios above $10 million, while smaller investors access global market opportunities through Actively Managed Pooled Solutions.

• External Asset Manager (EAM) Model: Tailored services aligned with private banking platforms.

Our leadership team brings extensive experience from global private banks across Asia, the Middle East, and the UK. With offices in Dubai, Singapore, New York, Toronto, and India’s GIFT City, we combine local agility with global reach. Open architecture, robust research capabilities, and institutional rigour make us the trusted advisor for global Indian families and the partner of choice for international investors.

How Will Winning This Award Benefit Your Firm?

The WealthBriefing MENA "External Asset Manager (EAM) Newcomer" award is a pivotal achievement for our one-year-old business. It validates the value we deliver and highlights how seamlessly we blend global expertise with Indian roots.

This accolade enhances our visibility in international markets, attracts sophisticated investors, and underscores our innovative offerings, such as the EAM model, VCC Single Family Office, and bespoke investment solutions.

More importantly, this recognition solidifies our position as trusted advisors for global Indian families and as a gateway for international investors to India’s growth story.

Where Do You See Wealth Management Going in the Next Five Years?

India’s wealth management industry is on the brink of transformative growth, fueled by rapid economic expansion, rising incomes, and evolving investment preferences. Over the next five years, events like IPOs, stake sales, and the financialisation of savings will significantly increase the investable wealth of Ultra-High-NetWorth Individuals (UHNWI).

Additionally, Indian families are increasingly diversifying their wealth globally, creating opportunities for cross-border wealth management.

360 ONE Global is uniquely positioned to capitalise on these trends. Our dual focus – advising global Indian families and enabling international investments in India – places us at the forefront of this evolution.

By fostering innovation, leveraging cross-border collaboration, and utilising advanced platforms, we aim to shape the future of wealth management while empowering clients to navigate an interconnected financial world.

Looking Ahead With a client-first philosophy, innovative solutions, and a strategic vision, 360 ONE Global is committed to delivering exceptional value and redefining the wealth management landscape for years to come.

TURN VISION INTO IMPACT

As an investor, you want to make a positive impact with your wealth. We offer innovative sustainable investment solutions across all asset classes so that you may align your wealth with what matters to you.

The bank for a changing world This advertisement is for informational purposes. It is not an offer for the purchase or sale of any financial instrument, investment product or service and should not be relied upon. You should seek your own independent advice accordingly. BNP Paribas SA (DIFC Branch) is duly licensed and regulated by the Dubai Financial Services Authority (DFSA).

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Leading the Future of Wealth Management: BNP Paribas' Vision for Entrepreneurs, Families, and the Next Generation

Winner • Best Overall MENA Private Bank • Private Bank Servicing NRI/NRP Clients • Private Bank - Credit Provider • Private Bank - Private Equity Offering • Real Estate Investment Proposition or Service

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

We attribute our success to our commitment to clients, our Entrepreneurs & Families focus and our top-tier expertise.

In particular, for our NRI clients, we have enhanced our structured products and wealth planning offerings by focusing on tailored solutions that align with their unique financial goals. To further strengthen our capabilities, we have made strategic hires to ensure that we provide the right products and personalised attention, reaffirming our commitment to this important market.

For our Entrepreneurs and Families, we have strengthened our value proposition through our One Bank approach that integrates the full capabilities of our Group, allowing us to deliver seamless, holistic wealth management solutions to our largest clients. This year, we also have inaugurated our Single Family Office Forum in the UAE which is platform for knowledge-sharing, collaboration and networking for Families.

Please describe how your colleagues made a difference?

The success of our firm is truly a reflection of the exceptional people who drive our business forward. Our colleagues have made a significant difference by consistently going above and beyond to put clients’ needs first, demonstrating a deep understanding of the unique challenges faced by each market and segment we serve.

Our team has been instrumental in enhancing our offerings, particularly with the strategic hires we have made to strengthen our expertise in key areas.

Additionally, the collaborative spirit across divisions has been a key differentiator. By working seamlessly together, our colleagues from across the Group has been able to provide clients with holistic and multi-booking solutions, showcasing the power of our One Bank approach.

Antoine Chemali CEO BNP Paribas Wealth Management How do you hope your firm will benefit from getting this award?

Winning the 'Best Overall MENA Private Bank' award is a testament to the exceptional value we provide to our clients across multiple facets of Wealth Management. These accolades not only recognise our comprehensive, client-centered approach but also highlight our expertise in key areas such as NRI services, private equity, credit solutions and real estate investments as evidenced by the various awards this year. Winning these awards reaffirms our commitment to delivering best-in-class services and tailored solutions that meet the diverse needs of our clients.

Moving forward, these honors will help further solidify our reputation as a leading force in MENA wealth management especially for Entrepreneurs & Families. They will also serve as a powerful differentiator in a competitive market, attracting new clients, fostering trust, and enabling us to expand our reach while continuing to innovate and enhance the client experience.

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

In the coming years, the wealth management industry will undergo a profound transformation, driven by the shift in the next generation, the technologic innovation and the increasing demand for more complex and tailored solutions. As our clients seek not only performance but transmission and purpose – through sustainable investing, innovative wealth planning and alternative assets – the role of wealth managers will expand beyond traditional advisory. At BNP Paribas Wealth Management, we aim to be at the forefront of this evolution, blending cutting-edge technology with deep expertise to deliver holistic, impactful solutions. Our ambition is to lead this new era of wealth management, empowering clients to thrive in a rapidly changing world and ensuring their legacy endures for generations.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Building Trust, Driving Innovation: BTA Finance’s Winning Formula for Future-Proof Wealth Management

Winner • Overall Private Bank Investment Team

BTA Finance Limited

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

The winning formula for BTA Finance Limited lies in our unwavering commitment to providing trust-based, expert-driven wealth management solutions that are tailored to the unique needs of our clients. Our multidimensional approach, which integrates Asset Management, Fund Management, Fixed Income Execution, and Corporate and Investment Banking services, allows us to deliver comprehensive financial strategies that maximise value and mitigate risks across diverse portfolios. Our team is composed of seasoned professionals who combine deep market expertise with a client-first mentality, ensuring consistency and personalised service. Additionally, our presence in the Dubai International Financial Centre (DIFC) positions us at the crossroads of key global markets, allowing us to leverage the economic dynamics of the Middle East, Africa, South Asia, Europe, and beyond. Above all, it’s our commitment to trust, transparency, and long-term relationships with clients that distinguishes us. By focusing on the holistic needs of our clients and delivering innovative, high-quality financial solutions, we have consistently achieved exceptional results. This winning formula has been the cornerstone of our success, earning us recognition as the Overall Private Bank Investment Team.

Please describe how your colleagues made a difference My colleagues at BTA Finance Limited have made a significant difference through their collaborative spirit, expertise, and client-first mindset. Each team member brings a unique skill set, whether in wealth management, asset management, or investment banking, contributing to a holistic approach that truly benefits our clients.

Their commitment to excellence and innovation ensures we consistently deliver personalised solutions that exceed expectations.

We foster an environment where knowledge-sharing and mutual support are key, allowing us to adapt quickly to market changes and

client needs. Ultimately, it’s their dedication, professionalism, and passion that drive our success and enable us to stay at the forefront of the financial services industry.

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

To stay ahead, BTA Finance Limited will focus on four key strategies: 1. Technological Innovation: Invest in cutting-edge digital platforms and AI-driven insights to enhance efficiency and transparency for our clients. 2. Client-Centric Approach: Strengthen long-term relationships by offering personalised, trustbased wealth management and tailored financial solutions. 3. Global Expansion: Leverage our DIFC presence to expand into emerging markets and diversify investment portfolios for growth. 4. Talent Development: Attract and retain top-tier professionals, ensuring our team remains at the forefront of industry trends and continues to deliver exceptional service and expertise. Through these initiatives, we will continue to provide exceptional value, remain competitive, and lead in delivering innovative financial solutions.

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

In the next five years, the wealth management industry will continue to evolve with increasing demand for personalised, tech-driven solutions. Clients will expect more digitally integrated services, including AI-powered portfolio management, real-time analytics, and seamless access to financial planning tools. At BTA Finance Limited, we see ourselves leading this transformation by integrating cutting-edge technology with a human touch, offering tailored solutions that adapt to client needs. Our strong presence in the DIFC will allow us to expand globally, tapping into emerging markets while maintaining our focus on trust, expertise, and long-term value creation for clients.

The value of independence As a firm that has always been independent and privately-owned, our independence is integral to our culture. It informs how we think, act and communicate.

Most of all it defines the service and support we provide for families, enabling flexibility and agility in a world where these are increasingly important.

To find out more, contact: heather.tibbo@crestfos.com

2023 & 2024 WealthBriefing MENA Award Winners

C R E S T F O S .C O M CAYMAN* | JERSEY | LON DON** | WYOM I NG, USA***

The Crestbridge Fiduciary Limited affiliation is regulated by the Jersey Financial Services Commission. *Cayman services are provided by and through Bridgestream which is regulated by the Cayman Islands Monetary Authority. **UK services are provided by and through WSM Advisors Limited, a firm registered with and regulated by the Institute of Chartered Accountants in England and Wales. ***Wyoming services are provided by Crestbridge Fiduciary, LLC, a joint venture between Crestbridge Fiduciary Limited and Willow Street.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Client-Centric Strategies Shaping Wealth Management in the Middle East Heather Tibbo CEO Crestbridge Family Office Services

Winner • Independent Trust and Fiduciary Company

What was your winning formula, that explains why you won?

“As a business, we have long adopted a relationship-driven approach. It’s an approach that is embedded in our culture - from putting our clients at the heart of everything we do, listening to them carefully to deliver a superior level of service, right through to bringing together the very best people to create a team that is highly driven, passionate, empowered and that can demonstrate impressive technical understanding.

“The importance we attach to nurturing positive relationships with clients has shaped how we have evolved and grown over the past decade, enabling global families to navigate a complex landscape and realise their increasingly sophisticated ambitions. In the Middle East, that has resonated extremely well, with families there appreciating the deep understanding the team has of the domestic market and their specific needs, as well as our international capabilities. It’s a combination that is only achieved by building lasting relationships with clients.”

Please describe how your colleagues have made a difference?

“For more than ten years now, we have striven to nurture a real team ethic. It means we work in a truly collaborative, supportive, open and honest way, creating a working environment that is enjoyable and rewarding whilst placing value on providing professional development opportunities. It’s a culture that binds us together and enables us to work collaboratively across our offices, and with external advisors, to bring a cohesive team approach to looking after clients and their family offices.

“Drawing on our shared strengths as a team, at all levels, has been critical in enabling us to deliver high quality, tailored, flexible solutions to our clients across the Middle East with genuine consistency, and with a true relationship management focus.”

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

“The sector remains highly competitive and complex. As an independent and privately-owned business though, we believe we are in a strong position to approach the future with confidence,

being agile and ready to adapt to the rapidly shifting needs of families. That sort of agility will become increasingly important in this sector and a real differentiator for us – in particular as dynamic markets such as the Middle East continue to evolve at pace.

“Looking after and supporting our own people remains a critical part of that strategy. That means offering market-leading professional development opportunities and supporting wellbeing whilst also continuing to champion our relationship-driven approach. Within the Middle East market in particular, our commitment to staying at the cutting-edge through skills, knowledge, and increasingly technology, allows us to bring a highly tailored approach to our service.”

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

“Market shifts and geopolitics over the past few years have created a sense of uncertainty amongst families who are actively seeking clear, dependable guidance to help them achieve their longterm goals. Looking forward, listening carefully to client needs and being tuned in to the evolving global landscape to help give them confidence as they navigate a way forward will be critical, putting a premium on high-quality service.

“Meanwhile, the shifting and diverse demands of the nextgen will continue to define the future of the family office space, both in the Middle East and beyond. In particular, international mobility will likely be increasingly important as families become more geographically spread and multijurisdictional in their approach. The more purpose-driven approach of the nextgen will also embed concepts such as philanthropy, impact investing and seed funding in family frameworks. Digital integration and the adoption of AI is also likely to become more and more important in terms of how the nextgen operates and communicates.

“These are fundamental shifts for those supporting families.

Possessing deep technical cross-border expertise, being agile, proactively listening, and developing strong relationships with clients will be crucial in the years ahead.”

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Pioneering Wealth Management with Artificial Wisdom Dr Abdalla Kablan Founder and CEO DELTA Wealth Partners

Winner

• Innovative FinTech Solution • Leading Technology Professional to the Wealth Management Sector

efficiency; we design systems that are ethical, forward-thinking, and aligned with long-term value creation. This approach has reshaped our investment strategies, risk management, and the personalised experiences we offer our clients.

How do you see DELTA Wealth Partners transforming the wealth management landscape in the coming years?

We’re entering a new era where the integration of AI and financial services will be about more than just automation; it will focus on augmenting human expertise with profound insights. At DELTA, we envision creating a wealth management ecosystem that blends cutting-edge technology with the principles of ethical stewardship and sustainable growth. For instance, our use of AI isn’t just about faster data analysis. AI should be employed to forecast market trends, mitigate risks, and offer bespoke investment strategies that resonate with our clients' values and future aspirations. Our goal is to set a global standard where innovation serves humanity’s best interests.

Congratulations on DELTA Wealth Partners' incredible achievement at the WealthBriefing MENA Awards 2024!

What does this recognition mean to you and your team?

This award is a profound honor for our team and a testament to our mission of revolutionising wealth management through innovation and our commitment to wisdom. At DELTA Wealth Partners, we strive to be pioneers, not just in the fintech space but in how we integrate intelligence – both human and artificial – into our strategies.

This recognition highlights that our vision of combining traditional financial expertise with the most advanced AI technology is making a tangible impact.

Speaking of innovation, you’ve often discussed the concept of Artificial Wisdom. Can you share how this philosophy has influenced your work at DELTA Wealth Partners?

Artificial Wisdom is an evolution beyond Artificial Intelligence. AI is focused on data processing and problem-solving, but wisdom encompasses decision-making, ethics, and a deeper understanding of the complexities of human nature and societal impacts. At DELTA Wealth Partners, we’ve embedded this mantra of Artificial Wisdom into our company’s DNA. We don’t just build algorithms for

Many firms claim to be innovative. What sets DELTA Wealth Partners apart?

It’s our belief in the power of collective human and artificial wisdom.

Innovation for us isn’t about flashy tech; it’s about sustainable impact and creating a legacy. We also have a deep understanding of the MENA region’s unique economic landscape and tailor our solutions to harness these opportunities. Our approach is holistic – we look at long-term societal and economic shifts rather than focusing solely on short-term gains. This perspective, combined with our dedication to research and collaboration, allows us to stay ahead and make a genuine difference.

What drives you personally to keep innovating in this field?

I’m driven by the idea of shaping the future responsibly. My passion lies in building a bridge between technology and humanity – ensuring that the digital advancements we champion today will create a positive legacy for generations to come. The concept of Artificial Wisdom is not just a professional philosophy but a personal calling.

It’s about ensuring that in the pursuit of progress, we never lose sight of our values, ethics, and the broader impact of our work.

For those who think further.

It’s time for a new generation of ideas in wealth planning and beyond.

Discover the entrepreneurial side of private banking.

We are delighted to have won the “Best Private Bank Wealth Planning Team” award at the WealthBriefing MENA Awards 2024.

efginternational.com EFG International’s global private banking network operates in around 40 locations worldwide, including Zurich, Geneva, Lugano, Lisbon, London, Monaco, Luxembourg, Hong Kong, Singapore, Sydney, Miami. In Dubai, EFG (Middle East) Limited’s principal place of business and registered office is located at DIFC, Precinct Building 05, Level 05, Dubai, UAE, T +971-4-5276400. EFG (Middle East) Limited is regulated by the Dubai Financial Services Authority (DFSA). EFG (Middle East) Limited deals with Professional Clients only. EFG (Middle East) Limited is a wholly owned subsidiary of EFG International AG.

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Unveiling the Winning Strategy: EFG's Path to Global Success and Innovation François Farjallah Head of Middle East EFG International EFG

Winner • Private Bank Wealth Planning Team

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

As a leading Swiss private bank and a global boutique, we focus on building successful long-term relationships with our clients by combining local know-how with our global network and our strong client focus. EFG has created a new banking experience and an entrepreneurial business model centred around our clients, which is based on impartial advice and a holistic product offering provided by our Client Relationship Officers (CRO).

We believe that the foundation for a successful client relationship in wealth management is the sophistication and competitiveness of a leading global financial institution combined with the experience and empathy of our CROs. They have the tools and the experience needed to provide quality advice and tailor-made solutions to each individual client.

With more than 3000 employees around the world and nearly CHF 160 billion in assets under management as of end June 2024, we have hubs around the globe, a broad range of investment and wealth management services, deep market expertise and comprehensive research capabilities. We are one of the best-capitaliesed Swiss private banks and are committed to a conservative approach risk management.

Please describe how your colleagues made a difference?

We have an entrepreneurial spirit, which has shaped EFG’s culture from the very beginning. Our CROs are committed to building longterm relationships based on trust. They offer personal advice and

develop solutions that are tailored to our clients’ individual circumstances and needs. Our team in the Middle East has embraced this entrepreneurial mindset. Their strong commitment to understanding client needs and delivering tailored solutions in wealth management and planning, fiduciary services and investment planning has been instrumental in building EFG’s business in the region. Our sustainable success is based on our talents and on how we partner with our clients and communities to create value.

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

EFG has a strong culture of entrepreneurship and innovation. This enables us to continuesly enhance our competitive edge and stay ahead of the curve. We are committed to continuous improvement through strategic investment in technology and talent. We aim to drive innovation in digital solutions that enhance clients’ experiences and operational efficiency, while strengthening our client-centric approach to anticipate and meet clients’ needs. The ultimate measure of our success is meeting our clients’ expectations.

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

Both globally and in the Middle East, the wealth management industry is evolving to become more dynamic, client-centric and sustainable, adapting to the changing industry landscape and meeting the diverse needs of clients. The wealth management industry is also poised for significant growth in the coming years, particularly in the Middle East. We believe, that EFG is well positioned to further build its business in the region. As a trusted private bank with deep roots in the region, we have unparalleled local knowledge and a dedicated team of professionals who understand the unique dynamics of this market.

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Farro Capital: Leading the Way in Holistic Wealth Management Farro Capital

Winner

F

arro Capital is a multi-family office headquartered in Singapore, with a full-fledged office in Dubai, managing over US$1.5 billion in assets. The firm serves ultra-high-net-worth families, founders, and family offices, with its clients representing significant billionaire families across Asia and the Middle East.

Farro’s approach emphasizes cross-border wealth management, family governance, and next-generation training programs, delivering comprehensive and personalised solutions that transcend traditional financial boundaries.

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

Our success lies in our deeply personalised, holistic approach to wealth management, where each client is viewed as a unique family unit with its own values, goals, and complexities. This approach allows us to go beyond typical investment strategies to address the intricate needs of multi-generational wealth, such as family governance, succession planning, and philanthropic goals. Additionally, our commitment to technology enables us to offer advanced portfolio analytics and seamless access for clients, empowering them to make informed decisions. This combination of tailored service, investment acumen, and technological integration has made us a standout in the industry and underscores why we were honoured with the WealthBriefing MENA award.

Please describe how your colleagues made a difference?

The success of Farro Capital is truly a testament to the diverse expertise and dedication of our team. Our colleagues have a deep understanding of family dynamics, cultural sensitivities and market cycles which enables them to nurture the family’s wealth for the generations to come. Each team member’s unique background enriches our ability to provide bespoke solutions tailored to the diverse challenges our clients face. By fostering an environment of collaboration, continuous professional development, and shared goals, our team has created a culture of excellence that is reflected in our service delivery and long-term client relationships.

• Global Citizenship/Immigration Program Offering • EAM with AuM between US$ 1 Billion and US$ 5 Billion • EAM Next-Gen Programme

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

To remain competitive in the fast-evolving wealth management sector requires constant innovation and adaptability. At Farro, we are expanding our footprint in key markets, including the GCC region, while continuously enhancing our service offerings to address emerging client expectations. We have invested significantly in technology to streamline portfolio management, reporting, and client communications, and are integrating artificial intelligence to provide valuable insights to our clients. Furthermore, we are reinforcing our initiatives to educate the next-generation to equip them with the skills they need to manage and grow family wealth effectively.

This combination of geographic expansion, technological integration, and client-centric programs will ensure we stay ahead of the curve.

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

The wealth management industry is on the brink of transformative change, with technology and shifting client expectations reshaping traditional models. Over the next five years, we foresee an increased focus on digital assets, sustainable investing, and personalised, multi-generational strategies. The anticipated transfer of wealth, particularly in Asia and Middle-East, underscores the importance of next-generation education and family governance, areas in which Farro Capital has deep expertise. We envision a future where clients demand greater transparency, control, and alignment with socially responsible investing. Farro will continue to lead in this evolving landscape by focusing on bespoke, client-centric solutions that incorporate these trends and maintain our commitment to legacy-building for the families we serve.

FAB Private Banking provides trusted advice, diverse solutions, and access to global opportunities to meet today’s financial needs and secure tomorrow’s opportunities.

We enable wealth to thrive in every generation.

Private Bank or Wealth Manager Servicing The Kingdom of Saudi Arabia WealthBriefing MENA Awards

For more information, please visit www.bankfab.com

Private Bank – Investment Management Platform WealthBriefing MENA Awards

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Excellence in Wealth Management: FAB Private Banking's Growth Strategy Winner • Private Bank - Investment Management Platform • Private Bank or Wealth Manager Servicing The Kingdom of Saudi Arabia

First Abu Dhabi Bank

What is the winning formula of your firm?

FAB Private Banking specialises in creating bespoke solutions for high-net-worth individuals and ultra-high-net-worth individuals in the Gulf region and greater Middle East and North Africa, as well as select regions in Asia and Europe. Our success in providing banking, investment, wealth and trust services has honed our expertise and established us as strategic and trusted advisors.

Our relational focus and cultural skill are matched by our international market reach. As the global wealth partner for MENA clients, FAB Private Banking utilises a full range of investment products and world-class portfolio management and advisory capabilities, alongside a top-tier selection of third-party funds.

Our presence in Switzerland, Saudi Arabia, Singapore, the United Kingdom and France offer clients unrivaled global reach and opportunity from our home in the UAE. Our results prove the efficacy of our strategy: FAB Private Banking delivered another exceptional performance in Q3’2024, recording 16% year-on-year growth in operating income, combined with strong balance sheet growth.

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

The region’s wealth management landscape is experiencing dynamic growth and transformation, with an influx of high-net-worth clients, progressive regulation, and thriving financial infrastructure.

We are investing in our private banking proposition to harness this momentum and maintain our overall competitiveness. Our team of experts continues to introduce new products and initiatives, establish key partnerships and prioritise cross-selling opportunities while making significant enhancements to our digital infrastructure and hiring new talent with specialist skill sets to achieve long-term growth.

What key recent developments have enabled you to succeed in such a fast-moving landscape?

Product and service innovation has given our clients a broader range of opportunities. Our FAB Asset Management division successfully raised almost USD 200 million assets under management (AuM) through a new Fixed Maturity Portfolio (FMP), marking record subscription levels. The portfolio includes the second series of FAB’s conventional FMP, following a successful first series rollout in 2023, as well as the bank’s first Shari’ah-compliant FMP. Additionally, FAB has been selected by the Ministry of Human Resources and Emiratisation and Securities and Commodities Authority to make FAB End of Service Benefits Funds available to private sector companies across the UAE – which represent 6.7 million employees overall, as of 2024. This gives the employees of participating businesses the opportunity to grow their end of service benefits through the new government Alternative EOSB Savings Scheme, which has been launched to foster a more competitive labour market in the UAE. Inclusion in the government’s Alternative EOSB Saving Scheme as a strategic partner reflects government confidence in FAB expertise, paves the way for additional commercial opportunities and enables us to play a key role in enhancing financial wellbeing across the UAE. Where do you see the wealth management industry and your part of it going in the next five years?

We expect the ongoing integration of digital solutions, growing focus on sustainable investing and move towards client-centric service models to reshape the wealth management industry.

FAB is adapting by keeping pace with evolving technology, embracing regulatory change and expanding our international capabilities in Europe and Asia to meet the needs of a new generation of investors. With our firm foundations as one of the world’s largest and safest financial institutions, we will continue to strengthen our regional leadership in private banking and cement our reputation as the UAE’s global bank.

Closer connections.

Exceptional results.

As trusted advisers to individuals and their families across MENA and beyond, our approach to Family Office Governance is truly unique.

Placing a significant emphasis on psychology as well as the legal and technical aspects, we look at the overall picture of what the family is seeking to achieve. We take the time to understand each family member and the family as a whole. This allows us to uncover challenges and support them in achieving their goals and long-term prosperity. ] Family Governance

] Employment

] Estate and Succession Planning

] Banking and Finance

] UK and International Tax

] Asset Management

] Trusts Structuring

] UK Residential and Commercial Property

] Joint Ventures

forsters.co.uk

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Building Legacies: Forsters' Unique Approach to Family Governance and Wealth Succession in MENA Charlotte Evans-Tipping - Partner James Brockhurst - Partner Forsters

Winner • Family Office Governance Service Provision

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

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

Family Governance is our clear USP; We believe that Forsters’ approach to Family Office Governance across MENA is unique. Many firms claim to offer this service but few can provide this advice to UHNW families. Our use of Family Office structures as a multigenerational succession tool, goes beyond the usual investment purposes and forms part of a wider Family Governance exercise to enable families to make decisions easily.

We place a significant emphasis on psychology as well as the legal, tax, regulatory and technical aspects. We take the time to understand each family member, to tease out underlying issues, looking at the overall picture of what the family is seeking to achieve, to elicit where the internal and external challenges may lie in attaining that goal. Only then do we put in place the practical and commercial structures that preserve family wealth and mitigate the risk of family disputes.

The future of the industry, and a key role for Forsters within it, will be to place greater resources and focus on guiding the next generation on their journey to inheriting the family assets and wealth.

The experiences, investment priorities and ethos of younger generations with wealth is different to their predecessors. Next Gens commonly want to exert more independence, whereas older generations display more collectivist attitudes for their family.

Understanding this distinct psychology of Next Gens is, and will be, essential for us in the industry when helping families with (often vast) intergenerational wealth transitions over the coming years.

We aim to remain at the forefront of this trend by continuing to provide innovative and tailored advice to our clients.

How do you hope your firm will benefit from getting this award?

With an established track record in the region stretching back 25 years, our team is well known for its expertise in family governance. This award provides us with the industry recognition that we are renowned for best-in-class advice and service to our clients, demonstrating our clear commitment to the region.

Although our office is in London, we are in the Middle East monthly to advise their clients. The team has cultivated strong relationships with many private wealth and family office professionals in the region and we are renowned for our ability to co-ordinate complex, cross-border advice involving multiple jurisdictions.

Please describe how your colleagues made a difference?

The best part of our role as advisors is the positive impact that we have with the families we work with.

By getting to know each family member independently, we build trust across the generations, enabling us to uncover the issues and deal with any underlying reservations head on. Our starting point for carrying out a Family Governance exercise is to understand what the family are seeking to achieve, investing the time to understand the family’s values, wishes and concerns. Only then can we advise on the best approach. Empathy is key.

Many of our clients have built international businesses and portfolios with assets and family members across the world, adding complexity to their planning needs. We create bespoke solutions (using onshore and offshore structures) that help establish family harmony and ensure the successful transition from one generation to the next.

World-class solutions for real-world wealth management Because everyone should gain from a good investment At GSB, we are dedicated to empowering all our stakeholders to achieve growth and success. Our team of experts provide sound and conscious investment strategy and advice that not only delivers consistent and sustainable returns, but also addresses real-world problems.

By investing with GSB, you are not only investing in your own future, but also in the future of our society and the world at large.

FINANCIAL PLANNING

LENDING

PRIVATE BANKING

CORPORATE ADVISORY

GSB is a pending trademark of GSB Capital that is registered with the Dubai International Financial Centre (DIFC), license no. CL4377, and is regulated by the Dubai Financial Services Authority (DFSA) under license no. F006321. The registered address is Office 901, Floor 9, West Wing, The Gate, Dubai International Financial Centre, PO BOX 938542, Dubai, UAE. In respect of those activities GSB performs in or from the DIFC, the law applicable to these activities is that of the DIFC

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GSB: Leading with Vision & Purpose Winner • Overall External Asset Manager (EAM)

GSB

F

ounded in 2021, GSB is an Independent External Asset Manager (EAM) and global wealth management firm regulated by the Dubai Financial Services Authority and the United Kingdom Financial Conduct Authority.

In 2024, GSB proudly became a Certified B Corporation™ company in the Middle East, demonstrating our commitment to balancing profit with purpose. Additionally, our CISI Chartered Firm™ status underscores our dedication to excellence, professionalism, and ethics in financial planning. We provide clients with comprehensive wealth management guidance and support companies through the complexities of corporate finance, all while upholding the highest ethical standards. Our mission is simple yet profound: to create, protect, and grow wealth in the most ethical, responsible, and impactful ways possible. Our independence, robust ethics, and breadth of services are the cornerstones of our success.

What makes GSB different and how has GSB been able to achieve such a high level of success?

GSB was established by founders Ross and Alison Whatnall, who built the firm with a vision grounded in ethical leadership. From day one, they have embedded a philosophy that informs our mission, vision, and daily practices, ensuring that our values guide every decision we make.

Our Philosophy: GSB’s philosophy drives our approach and defines who we are. We’re driven by a higher purpose to promote ethical, responsible, and impactful wealth management. Our values inspire and unite us as we work to create meaningful financial security and prosperity for our clients and communities.

Our Mission and Vision: Our mission is to create, protect, and grow wealth through ethical and responsible strategies. We believe true prosperity requires unwavering dedication to personal, societal, environmental, and financial well-being. We extend opportunities for growth to all our stakeholders, including clients, employees, and partners, through investment strategies that deliver sustainable financial returns and social betterment.

Our vision is to deliver competitive returns while addressing the world’s critical challenges. As impact-driven financial planners and wealth managers, we help our clients invest in a sustainable future while achieving financial security. We embrace a culture grounded in self-awareness, commitment to ethics, and shared success, striving to make a positive difference in the lives of those we serve.

Our four guiding principles: Culture First: GSB believes in building a better world by promoting financial, physical, professional, and social well-being. Our B Corp™ certification underscores our commitment to these values.

Community-led: We are devoted to the economic and social betterment of the communities where we invest, operate, and serve, ensuring that our impact is both meaningful and lasting.

Governance driven: We are guided by transparency, accountability, and a commitment to ethics, reinforcing strong governance practices that align with our mission and values.

Foresight-focused: We constantly seek to innovate, enhancing the value we create for all stakeholders through informed strategies, conscientious action, and a commitment to shared success.

At GSB, we are partners in building a financially secure, sustainable future for all, guided by integrity and vision every step of the way.

YOUR TRUSTED FINANCIAL PARTNER IN THE UAE AND BEYOND. Whether you're a family business planning your succession, setting up a Family Office or Fund, or an entrepreneur, GTAG can support you by advising you on your tax planning, structuring, and wealth needs.

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+971 52 979 8302

bill.anderson@gtag.ae

www.gtag.ae

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Global Expertise, Local Insight: GTAG’s Tax & Advisory Excellence in MENA

T

he Gulf Tax Accounting Group (GTAG) in the Middle East is thrilled to accept the award for Best Accounting Practice in the main region for private clients. This prestigious recognition is a testament to the dedication and expertise of our team, who are all highly qualified professionals with extensive experience in various fields. Our staff includes Western-qualified accountants, bankers, and advisors who are committed to providing exceptional service to our clients.

At GTAG, we pride ourselves on our ability to assist clients in setting up tax-efficient structures globally, with a particular focus on the Middle East. Our comprehensive range of services includes asset management, succession planning, estate management, taxation and advisory, and commercial advisory. We work closely with our clients to understand their unique needs and provide tailored solutions that help them achieve their financial goals.

Our team of experts is well-versed in the complexities of international tax laws and regulations, and we leverage this knowledge to help our clients navigate the often-challenging landscape of global taxation. Whether it's structuring investments to minimise tax liabilities or advising on cross-border transactions, we are dedicated to providing the highest level of service and expertise.

In addition to our core services, we also offer specialised advisory services in areas such as business restructuring, mergers and acquisitions, and financial planning.

Our advisors have a deep understanding of the local market and are well-connected within the business community, which allows us to provide valuable insights and strategic advice to our clients.

One of the key strengths of GTAG is our holistic approach to client service. We believe in building long-term relationships

with our clients and taking a proactive approach to their financial needs. This means not only addressing their immediate concerns but also anticipating future challenges and opportunities. Our goal is to be a trusted partner to our clients, helping them to grow and succeed in an ever-changing business environment.

Our commitment to excellence is reflected in the numerous awards and accolades we have received over the years.

In addition to the recent award for Best Accounting Practice, we have also been recognised for our contributions to the field of taxation and advisory services.

These honors are a testament to the hard work and dedication of our team, and we are proud to be a leader in the industry.

Bill Anderson Founding Partner Gulf Tax Accounting Group FZCO

At GTAG, we understand that every client is unique, and we take the time to get to know each one personally. This allows us to provide customised solutions that are tailored to their specific needs and goals.

Whether it's a multinational corporation looking to optimise its tax strategy or a high-net-worth individual seeking estate planning advice, we have the expertise and experience to deliver results.

In conclusion, the Gulf Tax Accounting Group is honored to receive the award for Best Accounting Practice in the MENA region for private clients. This recognition is a reflection of our unwavering commitment to excellence and our dedication to providing the highest level of service to our clients. We look forward to continuing to serve our clients with the same passion and professionalism that has earned us this prestigious accolade. Thank you for your trust and support.

Winner • Private Client Accounting Provision

35

DUBAI | RIYADH | JEDDAH | KHOBAR | NEW YORK | LONDON

Our award-winning Private Wealth & Family Offices team advises on a range of private client and wealth management mandates, including: ASSET PROTECTION CHARITY AND PHILANTHROPY ESTABLISHING FAMILY OFFICES ESTATE & SUCCESSION PLANNING FAMILY DISPUTE RESOLUTION FAMILY GOVERNANCE FAMILY CHARTERS & FAMILY CONSTITUTIONS OPTIMIZING LEGAL STRUCTURES SHARI’A COMPLIANT SUCCESSION PLANNING TAX WILLS & PROBATE

Key contacts: Address:

This very experienced’ team is a well-known name in the market.”

Chambers Global

houranipartners.com

Hourani & Partners Chadi Hourani

Managing Partner chourani@houranipartners.com

Sunita Singh-Dalal

Partner, Head of Private Wealth & Family Offices ssingh-dalal@houranipartners.com

The Offices 5, 3rd Floor One Central, DWTC P.O. Box 10152 Dubai, UAE T +971 4 205 2000 E info@houranipartners.com

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Growth & Governance: Hourani & Partners' Formula for GCC Family Offices Sunita Singh-Dalal Partner and Head of Private Wealth & Family Offices Hourani & Partners

Winner • Family Office Advisory Offering

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

Our significant local expertise and comprehension of legal frameworks across the GCC, coupled with our advisory team’s global expertise, clearly distinguishes our offering from that of others.

Hourani & Partners long standing relationships with many Family owned Businesses in the GCC enables us to support Family Offices comprehensively. We also support regional regulatory bodies incl. DIFC, ADGM, DET, MISA and NCFB with legal and regulatory updates. We create bespoke solutions that meet clients’ needs and ensures they adapt to fast-evolving regulatory landscapes.

Please describe how your colleagues made a difference?

Our team comprises professionals with diverse backgrounds in private wealth management, tax, and family office governance.

Their collaborative approach allows them to handle highly sensitive matters, fostering trust and developing enduring client relationships.

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

To remain competitive, the firm is investing in ongoing education, both for our team and the wider advisory community. Through regular workshops and insights on legislative changes, the firm remains proactive in responding to market demands. We aim to expand our footprint by further developing partnerships with private banks and wealth planners, ensuring we stay at the forefront of wealth management innovations in the region and beyond.

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

Navigating complex cultural expectations, dynamic regulatory

environments, and the evolving demands of family governance has been challenging. By fostering close collaborations with regulatory bodies and employing a flexible, client-centric approach, Hourani & Partners has successfully managed to stay ahead, providing solutions that respect both local and international norms. Our team’s resilience in adapting to rapid legislative changes has solidified our reputation as trusted advisors.

Who inspires you, either inside or outside your organisation?

We are inspired by other well developed private wealth advisory communities such as the Swiss who consistently provide Family Offices with superior advisory support services. We endeavour to support our clients as they diversify their business and enhance their investment portfolio and we position ourselves as the trusted advisor to many of the prominent business families in the Middle East.

How do you hope your firm will benefit from getting this award?

Winning this award will elevate our profile among family businesses, global wealth managers and reinforce our credibility as leaders in family office advisory within the MENA region.

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

We anticipate a significant rise in the numbers of Middle Eastern families seeking structured, robust legal solutions to ensure unfettered and unconflicted generational wealth transfer with high standards of governance. To solidify our leadership and ensure that we remain the preferred advisor, in the private wealth industry, Hourani & Partners will continue to focus on delivering culturally adept, compliant solutions for family offices in a landscape that increasingly values transparency and structured governance.

© LIECHTENSTEIN. The Princely Collections, Vaduz–Vienna

A stronghold of stability in a world of change

In a rapidly changing world, characterised by economic uncertainties and geopolitical shifts, you want to invest with a bank that prioritises security and robust risk management. Over its 100-year history, LGT has weathered many storms and repeatedly demonstrated its resilience. With our investment solutions you can look to the future with confidence. www.lgt.com

LGT (Middle East) Ltd. in the Dubai International Financial Centre (Registered No 1308) is regulated by the Dubai Financial Services Authority (DFSA). Related financial products or services are only available to Professional Clients, as defined by the DFSA.

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A Compelling Vision for the Future of Wealth Management Sebastian Goeres Senior Executive officer LGT Private Banking

Winner • Private Bank Servicing Clients with Investable Assets over US$ 25m • Private Bank ESG Offering

What is your firm's/your winning formula that explains why you have won?

Our success is based on a unique alignment of interests between our family owners and our clients, which fosters trust, continuity and a shared vision. The Princely Family of Liechtenstein, as both owner and client of LGT, has established a foundation of integrity and long-term perspective that shapes our approach. This focus has enabled us to cultivate lasting relationships, deepen our expertise in alternative investments and maintain an unwavering commitment to sustainable growth. By focusing on a diversified client base, efficient management and our core values, we have created a unique formula that consistently delivers for our clients.

Please describe how your colleagues have made a difference Our colleagues are central to LGT's success, embodying the values and commitment that set us apart. Their combined expertise and commitment drive our adaptability, innovation and ability to meet and exceed client expectations. From navigating complex regulatory landscapes to pioneering new opportunities in alternative investments, our team's deep knowledge and unwavering motivation are the backbone of LGT's strength. Their commitment to excellence not only inspires client confidence, but also fuels our collective growth, increasing the resilience and reach of our services.

What will you do to remain competitive and stay ahead?

To remain competitive, we are investing in continuous innovation across people, processes, and technology. For example, we recently launched an internal ChatGPT tool, available to all employees,

which aligns with our focus on digitalisation. This AI tool supports efficiency by summarising documents, extracting information, and assisting with tasks related to policies, investments, and training materials, all within a secure environment.

Beyond innovation, we are committed to delivering a superior client experience throughout the lifecycle, consistently aligning with our strategy to provide state-of-the-art, personalised solutions.

By focusing on business excellence across functions and deepening our regional presence in high-growth areas such as the Middle East, we aim to meet clients’ evolving needs worldwide. This approach ensures that LGT continues to lead with vision and deliver value in a rapidly changing industry landscape.

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

Over the next five years, we see a strong industry shift towards sustainable investing and digitalisation, reflecting the evolving priorities of a new generation of wealth holders. As clients increasingly seek both financial returns and social impact, LGT is well positioned to lead this transition with a strong focus on alternative and sustainable investments. We expect digital advances to streamline operations, enhance client experience and drive personalisation.

LGT's commitment to sustainability and technological innovation will enable us to deliver responsible, forward-looking wealth management.

new order.

As geopolitical rivalry intensifies, new economic blocs form.

Convention calls this a time of caution for investors.

Yet competition between great powers is creating a new order, reshaping where investment opportunity is found.

Discover the power of rethinking at LombardOdier.com

This information is being distributed by Bank Lombard Odier (Middle East) Ltd duly licensed and regulated by the Dubai Financial Services Authority (“DFSA”). Financial services or products offered by Bank Lombard Odier (Middle East) Ltd are only made available to Professional Clients or Market Counterparties, as defined by the DFSA, and are not intended for any other persons. Bank Lombard Odier (Middle East) Ltd is located on Level 13, Unit: 1301-1304, East Wing, The Gate Building, DIFC, United Arab Emirates. This information is being distributed by Bank Lombard Odier & Co Ltd, Abu Dhabi Global Market Branch, duly licensed and regulated by the Financial Services Regulatory Authority (“FSRA”). Financial services or products offered

by Bank Lombard Odier & Co Ltd, Abu Dhabi Global Market Branch are only made available to Professional Clients or Market Counterparties, as defined by the FSRA, and are not intended for any other persons.

Bank Lombard Odier & Co Ltd, Abu Dhabi Global Market Branch is located in Al Khatem Tower, Level 8, Abu Dhabi, United Arab Emirates. Rubik’s Cube™ used courtesy of Spin Master.

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Lombard Odier: Delighted to be Recognised for our Dedication to our MENA Clients Winner • Overall International Private Bank (HQ outside the MENA region) • Shariah-Compliant Wealth Management Offering

Ali Janoudi Head of New Markets Lombard Odier

“We constantly strive for excellence in everything we do. We owe it to our clients” Ali Janoudi

I

t is an honour for us to be recognised for the third consecutive year as best ‘Overall International Private Bank’ and best ‘Shariah-Compliant Wealth Management Offering’. Both reflect our commitment to delivering the best service to our MENA clients.

Lombard Odier is a privately owned Group structured as a partnership. We are innovative for private and institutional clients seeking a tailored, sustainable approach to wealth and asset management.

For over 225 years we have created sustainable value for clients through forward-thinking investments. Our fundamental objective is to preserve and grow our client's wealth, guided by a simple philosophy: ‘rethink everything.’

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

We are one of the best-capitalised banks with a 31.7% Common Equity Tier 1 ratio (CET1) and an unsurpassed AA- rating reaffirmed by Fitch. As an independent family-owned bank, we are free from market pressures with decisions taken for the long term. Our heritage is Swiss, yet our outlook and mindset are resolutely international.

For 50 years our strong and growing strategic Middle East franchise has been serving clients from our offices in Dubai and Abu Dhabi as well as from Switzerland. We have steadily grown the number of specialists dedicated to the region through a setup which ideally combines proximity with clients and the stability of a well-established finance center like Switzerland.

As a pure-play wealth manager, our raison d’être is investment management. Lombard Odier has been strengthening its positioning with the recruitment of a highly regarded CIO. Aligning portfolios to our CIO House View is our compass.

Our capacity to curate bespoke solutions is a strong differentiator.

The perfect example is our Shariah-friendly offering launched more than a decade ago. Our Shariah discretionary mandate falls within our long tradition of social responsibility and a commitment to sustainable and responsible investment solutions.

Who inspires you, either inside or outside your organisation?

Clients remain our primary source of inspiration. Providing them with the best service and advice has been at the core of our activities for over 225 years. We feel privileged to have developed a very close relationship to many of them, over generations, making us their trusted advisors. Moreover, fostering our bank’s heritage built by the owners’ families over seven generations stimulates us all.

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

Relentlessly listening to clients. Furthermore, having the opportunity to hear from the next generation what they expect matters even more as they are the drivers for change.

Working with the Next Gen is a privilege. Introducing the Next Gen to family wealth allows them to become confident when taking on that responsibility. Lombard Odier has been on their side for many years by running educational programs that allow knowledge to develop and help prepare the Next Gens.

WINNER: Al Tamimi & Company

WINNER: Barclays Private Bank

WINNER: BNP Paribas Wealth Management

WINNER: Comarch

WINNER: DELTA Wealth Partners

WINNER: EFG

WINNER: EY

WINNER: First Abu Dhabi Bank

WINNER: Forsters

WINNER: Gulf Tax Accounting Group FZCO

WINNER: Habib Bank AG Zurich (DIFC Branch)

WINNER: Hourani & Partners

BEST FAMILY OFFICE ADVISORY OFFERING

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YEAR RUNNING

BEST FOUNDATION CREATION

3

YEAR RUNNING

RD

M/HQ

RD

M/HQ

LEADING INDIVIDUAL YANN MRAZEK

3

RD

TIME

M/HQ

THE ULTIMATE WEALTH OPTIMIZATION PLATFORM Single- & Multi- Family Offices • Group- & Family- Holdings • Foundations • Inter-generational Planning M/HQ. An entrepreneurial firm for entrepreneurial clients. www.m-hq.com

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

M/HQ – The Ultimate Wealth Optimisation Platform What was the winning formula of your firm that explains why you won?

M/HQ is a multi-services private wealth optimisation platform catering to successful individuals, international families and proprietary investment structures on the one hand – and regulated financial institutions on the other. Our holistic one-stop-shop offering is unique and unparalleled in the Middle East: seamlessly integrating the expertise of a private client specialist team with the dynamic capabilities of a full-service fiduciary platform and a regulatory & compliance services practice, all market-leading.

M/HQ works closely with families implementing intergenerational wealth transfer strategies and structuring their operational and high value assets and global wealth. With a portfolio comprising 730+ Single Family offices & proprietary investment verticals under our administration, our reputation as the quintessential private client firm has been solidified for over a decade.

M/HQ is renowned for its expertise on UAE foundations, an incredibly significant and well-proven wealth management and succession planning tool.

As the pioneers for foundation creation and administration since foundations were first established in 2017, our market-leading portfolio comprises nearly 300 active UAE foundations – nearly 30% of ADGM/DIFC CSPmanaged market share – under our administration, reflecting the trust our clients place in us and in the UAE’s ecosystem to safeguard their legacies.

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

M/HQ has always stood out as a catalyst for significant change and innovation – the first to establish a leading position and educate and lobby for the interests of clients and the industry. Our unwavering commitment to proactively driving change that impacts the UAE’s regulatory landscape will continue to keep us ahead in the industry.

For example, we spearheaded lobbying and educational efforts that resulted in the introduction of foundations in the region and recently designed and registered the first DIFC Purpose Foundation, which acts as a Trustee of the DIFC Trust – a landmark precedent that has set a new benchmark.

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

The UAE’s regulatory framework has been evolving at an incredible pace to be as locally relevant and internationally competitive as it is today. It has thus been equally critical that M/HQ not only anticipates change, but also proactively adapts to it. We pride ourselves in being able to recognise potential issues, stay abreast of latest developments and international best practice in the private wealth and related sectors, educate the market through tailored initiatives, and collaborate with both the UAE government and market players to create solutions that can be enhanced and adopted locally.

Where do you see the wealth management industry and your part of it going in the next 5 years?

With USD 1 trillion set to transition from gen-2 business families to millennials in the Middle East in the next decade, the significance of strategic intergenerational planning has surged and M/HQ is proud to set the industry standard in addressing evolving needs.

We have seen a phenomenal spike in the use of sophisticated investment structures in recent years, with foundations, in particular, now a well-proven wealth management and succession planning tool that have become an integral part of the UAE’s success when it comes to wealth preservation and management solutions. The UAE is becoming THE global financial centre to watch.

Yann Mrazek Managing Partner M/HQ

Winner • Leading Individual • Family Office Advisory Offering • Foundation Creation

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QUALIFIED & EXPERIENCED ASSET MANAGERS TRANSPARENT | RELIABLE | GROWTH ORIENTED BESPOKE SOLUTIONS MULTI BANKING

OPEN ARCHITECTURE AND UNBIASED ADVISORY

FLEXIBLE PORTFOLIO MANAGEMENT

We offer our clients access to global multi-bank investment platforms. Arranging custody in jurisdictions like Switzerland, Singapore & Mauritius.

Our solutions, which include a variety of products, are specifically designed to meet the wealth management and succession planning requirements of our clients.

Client’s may choose to appoint our specialist Discretionary Portfolio Management team, alternatively, they can actively manage their investments with the help of our qualified Asset Managers.

PLATFORM BESPOKE SOLUTIONS

FINANCIAL ADVISORY | ASSET MANAGEMENT | ARRANGING CUSTODY & CREDIT | ADVISING & ARRANGING INSURANCE

OUR IN-HOUSE EXPERIENCED RESEARCH DESK ACTIVELY PRESENTS THEMATIC AND TACTICAL IDEAS, BASED ON GLOBAL MARKET MOVEMENTS.

Suite 8, Level 5, Gate District 5, Dubai International Financial Centre, P.O. Box 507093, Dubai, UAE

+971 4 442 8846

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Contact us on investmentsupport@mabledoncapital.com

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www.mabledoncapital.com

Mabledon Capital Limited (“MCL”) is a DIFC registered Company Limited by Shares (Registration No. 2283) and Regulated by the Dubai Financial Services Authority (“DFSA”). MCL undertakes all reasonable measures to ensure the reliability of the information included in this Brochure. Mabledon Capital Limited accepts no liability for any loss arising from the use of this documents or its contents or otherwise arising in connection therewith. The information and opinions contained herein constitute neither an invitation nor an offer or recommendation to use a service, to buy/sell investment instruments, nor to perform any other transaction, but serve purely for marketing and information purposes. In addition, the information is not intended for distribution to or for use by individuals or legal entities that are citizens of a country or have their domicile or registered offices in a country where the distribution, publication, provision or use of this information would violate applicable laws or regulations, or in a country in which MCL would have to comply with registration or approval requirements. Persons who receive this document should make themselves aware of and adhere to any such restrictions. By accepting this document you agree to be bound by the foregoing limitations. It should also be noted that all investments carry a certain amount of risk and should not therefore be entered into without first professional advice.

Distribution in UAE: This information has been distributed by Mabledon Capital Limited, Dubai, UAE. Related financial products or services are only available to Professional Clients as defined by the DFSA.

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Mohammad Athar Exemplifies Mabledon Capital’s Values: Transparent, Reliable & Growth Oriented What was the winning formula of your firm/you that explains why you won?

It’s no secret that a blend of various factors has been the key to success. A clear vision and a well-defined strategy, focusing on our long-term goals and aligning the team towards achieving them, with small steps each & every day.

Personally, the most important criteria is effective communication, internally, with our clients and our business partners. Transparency and honesty being the cornerstones, ensuring trust, reliability and credibility.

Our clients are and will always be at centre of what we do, listening to and understanding their needs leads us to innovate and adapt, offering better products and services, enhancing client satisfaction and loyalty. Leading by example and following this principle, our clients know they can rely on us to always operate in their best interests.

Mohammad Athar CEO Mabledon Capital Limited

Winner • External Asset Manager CEO

Please describe how your colleagues made a difference?

The team’s perseverance, commitment and dedication to quality and client satisfaction, has been invaluable and directly proportional to our success, as a firm.

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

Technology adoption and the use of digital tools is at the forefront. We intent to leverage the benefits of the same, while ensuring our services are still personalised and tailored.

Our strategy follows a solution-focused approach and minimising any disruptions.

Simple, efficient & practical solutions, both for our staff and our clients, to improve service while maintaining compliance, is what we are working towards.

That being said, empathy, understanding, and sincere genuine client interactions will remain unparalleled, with technology being an enabler and not an alternative.

How do you hope your firm will benefit from getting this award?

“Coming together is a beginning. Keeping together is progress. Working together is success” – Henry Ford

Mabledon Capital having won WealthBriefing Awards previously as well, we are honored & humbled to be recognised this year as well.

The founders and our core team remain unchanged since inception close 8 years ago.

A significant number of our staff, more that 65%, have been with us for more than half that time.

Our firm and the team gain a lot from winning awards like the WealthBriefing Awards in MENA. These honors are a testament to the caliber of our services and the experience of our firm.

Sharing knowledge and expertise, helping each other grow and develop professionally, coupled with strong work ethics and team cohesiveness, continues to inspire motivation and productivity.

They serve as evidence of our team members' diligence and commitment, which raises their spirits and drives them. Additionally, the recognition further improves our standing in the market, drawing in new clients and business prospects.

We hold ourselves accountable and support each other to ensure that goals are met and challenges are overcome.

We understand your time is precious.

That is why our team works tirelessly to provide you seamless banking experience so you can focus on what truly matters while we take care of the rest.

Bespoke Wealth Management Solutions Impeccable Service Excellence Embracing Digital First 50+

50 plus Years of Banking Heritage

Scan to know more Alternatively, you can call 800 - PRIVATE (7748283)

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Mashreq Private Banking: Balancing High-Tech with High-Touch Vipul Kapur Head of Private Banking Mashreq

Winner • Private Bank - Client Digital Offering

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

The winning formula for Mashreq’s success in private banking has been a laser-focused commitment to innovation and client-centricity. We recognised early on that the financial landscape was rapidly shifting towards digital transformation, and we made it our mission to lead the way in this space.

Our digital offerings were designed to not only simplify complex banking processes but to also enhance the overall client experience.

By integrating cutting-edge technology like AI, data analytics, and personalised digital solutions, we were able to reach our clients where they are, offering them seamless and intuitive services.

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

The key to staying ahead in such a dynamic industry is continuous innovation and adaptability. We are investing heavily in future-proofing our digital infrastructure. This involves adopting more advanced AI-driven solutions and utilising predictive analytics to offer hyper-personalised financial strategies to our clients.

But beyond technology, it's about maintaining strong client relationships. While we are digitally driven, we also ensure that our clients have access to highly skilled relationship managers and Investment specialists who can offer bespoke services. This balance of high-tech and high-touch will allow us to remain competitive.

What sort of challenges did you surmount to reach this level, and how have you been able to succeed?

Like most organisations, our biggest challenge was the rapid pace of technological change. Staying on the cutting edge required a complete overhaul of our digital platforms and a shift in

mindset across the organisation. We needed to revamp our traditional processes and adapt them to the digital world, all while maintaining our high standards of security and compliance. Another challenge was ensuring that we met the diverse needs of our clients, who span different geographies and generations. They have varying levels of comfort with digital tools.

What made us succeed was our ability to foresee and embrace change quickly. We fostered a culture of agility within the team and worked closely with technology partners to roll out innovative solutions faster than many of our competitors. Our deep understanding of our clients’ needs also played a pivotal role in shaping our offerings.

How do you think your firm will benefit from this award?

Winning this award not only validates our efforts but also strengthens our position as a leader in digital offering for private banking. It enhances our reputation in the market and gives our clients even more confidence in our ability to deliver cutting-edge financial solutions.

On a broader scale, this recognition boosts employee morale internally and motivates us to continue striving for excellence. It will help attract new clients who are looking for a bank that offers a modern, client-centric approach, while also reassuring existing clients that they are in the right hands.

Where do you see the private banking industry in the region in the next five years, and what role will Mashreq play in it?

The private banking industry in the region is poised for significant growth, especially as the population of high-net-worth individuals continues to rise. I foresee even more digital integration, with technology playing a pivotal role in the way private banks operate. There will be greater emphasis on digital wealth management tools, and AI-driven advisory services will become commonplace.

Crafting your legacy

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The Winning Formula Behind Our Bespoke Wealth Management Approach What was the winning formula of your firm/you that explains why you won?

Our success lies in the unique combination of global reach, boutique size, and family-led ownership. With 16 offices across four continents, including a dedicated presence in the MENA region, we provide Clients with bespoke solutions tailored to their financial goals.

Our commitment to long-term, personalised relationships is particularly valued in the Middle East, where trust and deep understanding are central to the Client experience. Our family ownership, with three actively involved family members, enables direct Client engagement with decision-makers, fostering a level of trust and accessibility that is rare in the industry.

Moreover, we offer exclusive investment opportunities through our private equity arm, structured as club deals to democratise access to high-quality investments.

This winning formula – combining agility, personalised service, and a rich network of opportunities – positions us as a trusted partner for our Clients.

Please describe how your colleagues made a difference.

Our team’s seamless collaboration is at the heart of our success. Across departments and geographies, we emphasize efficient communication and shared objectives, ensuring that Client needs are met with precision and creativity. This award reflects the dedication and expertise of our colleagues, whose collective efforts enable us to deliver unparalleled service.

What are you doing to remain competitive and stay ahead?

We constantly challenge the status quo, staying ahead by listening to our Clients and adapting to their evolving needs. Our commitment to innovation, combined with deep-rooted expertise, ensures that we remain agile in a fast-moving industry. By leveraging Client feedback and continuously enhancing our offerings, we maintain our competitive edge.

Samir Atitallah CEO Mirabaud (Middle East) Limited

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

Navigating an ever-changing global landscape requires resilience, and adaptability. We’ve overcome challenges by remaining true to our values while embracing change. Our boutique size allows us to respond swiftly to market shifts, while our family ownership ensures stability and a long-term perspective.

Who inspires you, either inside or outside your organisation?

Our greatest inspiration comes from within: our colleagues, whose dedication enables us to achieve excellence, and our Clients, whose trust drives us to innovate and grow. Their feedback and aspirations continually inspire us to raise the bar in wealth management.

How do you hope your firm will benefit from getting this award?

This recognition underscores the hard work and commitment of our entire team.

It enhances our reputation in the MENA region, strengthening client trust and affirming our position as a leader in bespoke wealth management.

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

The wealth management industry will increasingly focus on personalised solutions, sustainability, and technology integration. As a boutique private bank, we are well positioned to adapt to these trends, ensuring we continue to meet our Clients’ evolving needs with agility.

Winner

• Leading Private Bank Chief Executive Officer (CEO) • Boutique Private Bank • Private Bank Servicing Clients with Investable Assets between US$ 1m - US$ 5m • Private Banking Service Focusing on the Requirements of the UHNW Woman • Private Bank or Wealth Manager Servicing Turkish Clients

Investment Advisory

We provide different allocation strategies based on the investor’s time frame, goals, risk tolerance.

We are an advisor to -) >apital lobal Opportunities Fund, which is the biggest Foreign Institutional Investor in India in the SME IPO space.

Wealth Planning

We integrate our client’s business and fnancial goals, develop a comprehensive solution that ensures protection of the assets, and forms the lifestyle picture they envision.

Our solution is also designed to ensure a smooth transition of the asset to the next generation according to the client’s personal preference.

info@navcapital.ae

+971 4 439 67 69

www.navcapital.ae

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Your Gateway to Global Investment Opportunities and Financial Success Winner • Emerging Market Fund Manager

Vineet Arora Managing Director NAV Capital DIFC

N

AV Capital Limited is based in the DIFC, regulated by DFSA under Category 3A license. We are an independent financial service provider specialising in wealth management and investment advisory solutions. Founded and staffed by a team of highly qualified financial experts, we provide advisory services for wealth management and an in-house team for brokering a full range of structured products. Our success is backed by our unique combination of expertise, innovation, and reliability.

We leverage our deep understanding of the global financial markets and regulatory environment to help our clients achieve their financial objectives.

Our team at NAV Capital brings a wealth of experience and expertise to the table. Our professionals have decades of collective experience in the financial industry, including experience with some of the world’s leading financial institutions.

NAV Capital investment team has deep knowledge of the global financial markets and works diligently to identify investment opportunities that align with our clients’ objectives and risk tolerance.

Our financial planning team has experience helping individuals and families plan for a secure financial future, while our estate planning team helps clients structure their affairs to ensure their assets are transferred according to their wishes.

At NAV Capital, we place a high priority on professional development and encourage our team members to pursue advanced degrees and certifications in their areas of expertise. This commitment to ongoing learning and development enables us to provide our clients with the most up-to-date advice and guidance.

We understand that our clients place a great deal of trust in us, and we work tirelessly to exceed their expectations.

We have built professional relationships with globally renowned financial specialists and partnered with top banks across the world to provide our clients access to the best financial resources.

NAV Capital grants full-fledged access to research teams of leading banking and financial institutions such as LGT, Barclays, UBS and Nomura for opening full and dynamic portfolios with customisation options based on investment appetite and spread across various asset classes from Conservative to Aggressive.

NAV Capital Limited, DIFC is the advisor to NAV Capital Global Opportunities Fund.

NAV Capital Global Opportunities Fund is the biggest Foreign Institutional Investor in India in the SME IPO space, managing an AuM of 200M$ and has deployed 160M$+ in 2 years with the future prospect of deploying 500M$ in the next 12 months, in high growth opportunistic sectors such as Renewables, IT, Infrastructure, Finance, Pharma, Real Estate, DroneTech, etc. with three investment focus verticals: 1. SME and Mainboard IPO’s as an Anchor investor 2. Pre-IPO’s 3. Preferential rounds in Secondary markets The Fund is open-ended, with a one-month lockup period, after which Investors can redeem their shares on a monthly basis.

Additionally, we have launched the Second Fund, “NAVBharat Investment Opportunities Fund”, an AIF CAT-2 Fund based in India, regulated by SEBI. The Fund will start with first tranche of an AuM of INR 500cr.

Neovision Wealth Management: Your Gateway to Financial Excellence in Abu Dhabi In the dynamic financial landscape of Abu Dhabi, Neovision Wealth Management Limited stands out as a beacon of excellence. Nestled in the heart of the Abu Dhabi Global Market (ADGM), Neovision is a premier financial services provider, fully regulated by the ADGM’s Financial Services Regulatory Authority (FSRA).

Neovision offers a comprehensive range of services tailored for investors, including: Investment Deal Arrangements Investment and Credit Advisory Custody Services Collective Investment Fund Management Asset Management As a dedicated Management Company (ManCo), Neovision excels in fund incorporation and offers funds-as-a-service for asset managers and fund sponsors looking to meet the investment needs of the Gulf’s fast-growing community. Neovision also offers a wide range of tailored wealth management services to individuals, families, and institutions, including investment management and financial planning.

A Trusted Partner in Your Financial Journey With a commitment to compliance and transparency, Neovision instills confidence in its clients, making it a trusted partner in wealth management.

Whether you’re an individual investor or an institutional client, Neovision is here to help you unlock the potential of your investments.

Discover the Neovision Difference In Abu Dhabi’s thriving financial scene, Neovision Wealth Management is more than a service provider—it’s your gateway to financial excellence. With Neovision, you’re not just investing; you’re stepping into a world where expertise meets opportunity.

www.neovision-wealth.com

CONTACT US Office 606, Al Khatem Tower, ADGM, Abu Dhabi, UAE Tel.: +971 245 1500 info@neovision-wealth.com

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Pioneering Bespoke Solutions and Innovating for a Sustainable Future Dr Ryan Lemand Co-founder and CEO Neovision Wealth Management Limited

Winner • EAM with AuM up to US$1 Billion

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

Our winning formula at Neovision Wealth Management lies in our unwavering commitment to bespoke financial solutions and our innovative spirit. Since our launch in September 2022, we have focused on tailoring our services to meet the unique demands of regional and global investors. Our client-centric philosophy allows us to deeply understand our clients' goals, and our pioneering initiatives, such as the region’s first carbon credit trading fund and tokenised fund, showcase our dedication to innovation and sustainability. This combination of personalised service and forward-thinking products has been instrumental in our success.

Please describe how your colleagues made a difference?

Our colleagues are integral to our success. Their deep industry knowledge and professionalism enable us to deliver high-quality, personalised financial solutions. Each team member contributes unique insights, fostering a collaborative environment that drives innovation. Together, we prioritise understanding our clients' specific needs, which has helped us establish Neovision as a trusted partner in wealth management.

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

To remain competitive, we will continue to innovate and expand our product offerings. Our pipeline includes several cutting-edge funds focused on deep tech, AI, and sustainable development, all aimed at addressing the evolving needs of our clients. We will also invest in technology and data analytics to enhance our service delivery, ensuring we stay at the forefront of industry trends while maintaining our commitment to personalised service.

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

Since our inception, we have faced challenges such as establishing our brand in a competitive landscape and navigating regulatory environments. However, our agile business model and the expertise of our team have enabled us to overcome these hurdles. Launching innovative products in a rapidly changing market, such as our carbon credit trading fund, has positioned us as leaders in sustainability and investment innovation.

Who inspires you, either inside or outside your organisation?

I draw inspiration from our exceptional team members who exemplify dedication and innovation every day. Their commitment to our vision fuels our success. Additionally, I look to industry leaders who are pioneering new frontiers in finance and sustainability, as their efforts encourage us to push boundaries and continually evolve our offerings.

How do you hope your firm will benefit from getting this award?

Winning this award would validate the hard work and dedication of our entire team, reinforcing our reputation as a leader in wealth management. It would enhance our visibility, helping us attract new clients and partnerships. Moreover, this recognition would inspire us to continue our trajectory of growth and innovation, furthering our mission to provide bespoke solutions for our clients.

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

In the next five years, I envision the wealth management industry increasingly focused on technology-driven solutions and sustainability. As clients seek personalised and responsible investment options, Neovision aims to lead in this transformation. Our commitment to launching innovative funds, such as those focused on AI and sustainable development, positions us to play a key role in shaping the future of the industry.

Your trusted financial advisor Swiss Private Banking since 2001 Zurich | Dubai

NPB Middle East Limited is regulated by the Dubai Financial Services Authority (DFSA) and holds a Category 4 license in the Dubai International Financial Centre (DIFC). Related financial products or services are only available to Professional Clients and Market Counterparties, as defined by the DFSA. This advertisement is for informational purposes. It is not an offer for the purchase or sale of any financial instrument, investment product or service.

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NPB Middle East Limited Reveals Winning Formula and Future Strategies to Stay Ahead

Winner • Private Bank - External Asset Manager (EAM) Platform

NPB Middle East Limited

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

Our winning formula at NPB Middle East Limited, DIFC is rooted in a client-centric approach, deep market expertise, and an unwavering commitment to excellence. We’ve built a reputation for delivering tailored wealth management solutions that resonate with our clients’ unique needs. By combining innovative strategies, strong governance, and leveraging DIFC’s robust ecosystem, we’ve created value that sets us apart. This award is a testament to our ability to consistently deliver results while adhering to the highest standards of professionalism.

Please describe how your colleagues made a difference?

The award reflects the collective effort of an exceptional team.

Our colleagues are not just skilled professionals but also passionate contributors who go above and beyond for our clients. From advisors to operations, every team member at NPB Middle East Limited brings dedication, creativity, and a deep understanding of the wealth management landscape. Their ability to adapt to market dynamics, coupled with their relentless pursuit of excellence, has been pivotal in achieving this milestone.

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

To stay ahead, we plan to: • Embrace Technology: Invest in cutting-edge tools like AI-driven analytics and blockchain for seamless wealth management solutions.

• Expand Offerings: Diversify into emerging investment themes such as sustainable finance, private markets, and ESG-focused strategies.

• Enhance Talent: Continue attracting and nurturing top talent in the industry to maintain a competitive edge.

• Strengthen DIFC Advantage: Leverage the strategic location and regulatory framework of DIFC to tap into global and regional opportunities.

Our focus will always remain on delivering superior value to clients while staying agile in a rapidly changing environment.

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

We’ve faced challenges such as heightened competition, adapting to evolving client expectations, and managing volatility in global markets. Operating within a dynamic regulatory environment like DIFC required us to stay ahead of compliance and governance standards. We succeeded by: • Proactive Planning: Anticipating market shifts and client needs.

• Collaboration: Building strong partnerships and alliances across the region.

• Adaptability: Responding quickly to challenges while maintaining our focus on long-term goals.

This resilience and adaptability have been key to navigating complex circumstances and thriving.

How do you hope your firm will benefit from getting this award?

This award enhances NPB Middle East Limited’s reputation as a trusted and innovative leader in wealth management. It will help us strengthen our relationships with existing clients, attract new ones, and open doors to strategic partnerships. The recognition also serves as a morale booster for our team, encouraging them to continue pushing boundaries and setting benchmarks for excellence.

At NPB Middle East Limited, we aim to be at the forefront of these trends, leveraging our DIFC base to shape the future of wealth management and create lasting value for our clients.

Private Client Services

Private Client

Our services

We recognise that every client is different and that individual requirements can change both in the short and long-term, as personal circumstances or, indeed, the wider world changes.

There is very little that we haven’t come across before – so you can rest assured that you are in safe hands and that you and your family’s interests will be taken care of.

Our highly regarded teams provide entrepreneurial and dynamic bespoke solutions to protect, preserve and grow our clients’ family wealth and businesses, built on a foundation of close and long-term trusted relationships.

• Entity formation & administration • Private trust & foundation services • Private fund services • Private company services • Accounting & regulatory reporting • Outsourced family office

We have extensive experience in establishing and managing complex, high-value structures for clients around the world, many with sophisticated, crossborder international affairs.

We also have a deep understanding of the issues that come with family and institutional business operations, cross-border investments, inter-generational wealth transfers, and succession planning.

Our focus • Private capital • Philanthropy • Contentious trusts & dispute resolution • Lifestyle & luxury assets • Succession planning

Contact our team

ocorian.com/private-client-services Corporate Services | Capital Markets | Fund Services Private Client | Regulatory, Compliance & Legal

©2023 Ocorian

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The Winning Formula Behind Our High-Touch Wealth Management Approach Nina Auchoybur Managing Director Ocorian

Winner • Family Office Service Provision • Succession and Estate Planning

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

Our success lies in our commitment to addressing the needs of each family we serve.

In a region where the concepts of succession planning and family offices are still emerging, we’re dedicated to educating families on the advantages of structured family office systems, being on the ground and spending a lot of time with our clients to truly understand their needs. We put a well fit structure in place for a system that already exits to best manage assets and build a foundation for future generations.

Our approach is high-touch and unique, blending innovation with a respect for local customs and practicalities – this is especially relevant for our work with succession and estate planning. We deliver solutions that are not only technically sound but also attuned to the intricacies of regional regulations and family dynamics.

Our success in winning these awards reflects the strength of this approach and our unwavering focus on providing tailored, dynamic and effective solutions.

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

Remaining competitive means constantly evolving. We stay at the forefront by understanding and efficiently applying the regulatory framework, which allows us to offer streamlined, compliant solutions across multiple jurisdictions – we have scale and this is a key factor in our competitiveness today and tomorrow.

Our scale means that we can deliver multi-jurisdictional solutions for our clients that are best fit. Our depth of knowledge gives our clients the confidence that we can navigate complex regulatory landscapes with ease. We innovate and stay close to the market; our adaptability to market changes, combined with our proactive approach to learning, ensures we’re prepared to meet the ever-evolving needs of our clients – we know the markets don’t stand

still, our client needs don’t stand still, so we don’t, either. We’re not complacent and we work hard.

By continually investing in expertise and delivering multi-jurisdictional solutions, we ensure that each client’s wealth management strategy is as dynamic and adaptable as the market itself.

Who inspires you, either inside or outside your organisation?

I find Kevin Cowskell and his book Catching Giants a source of great inspiration; the way he relates achieving the “world’s toughest row” across the Atlantic to lessons in leadership is insightful. His perspective on surmounting challenges and navigating complex landscapes is resonant with our work. When you keep pushing for excellence and focusing on breaking new ground, it demands both resilience and vision – this is what we strive for with our client work: sophisticated wealth management paths thought through with agility and ambition, both for our clients’ aims and our own.

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

The MENA wealth management sector is poised to boom, the GCC will boom. The continued influx of wealth is accompanied by the growth of an integrated ecosystem of high-quality service providers, health care, education, a beautiful standard of living, robust and supportive regulatory frameworks.

Jurisdictions like ADGM and DIFC are setting global standards, enhancing the region’s attractiveness for wealth management. Additionally, the region’s openness to emerging asset types, such as cryptocurrencies and tokens, will draw the next gen, we’re fostering generational wealth growth and innovation by having an open minded and innovative approach. High standards of living, favourable tax environments, and comprehensive financial services are all contributing to making this region a sought-after destination for wealth management in the coming years. Our role will continue to focus on delivering comprehensive, services within this thriving ecosystem.

Wealth Redefined

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Patronus Wealth Prive: Adapting to the Evolving Landscape of Private Wealth Management

Winner • Asia-Based Private Bank Active in MENA

Patronus Wealth Privé (DIFC) Limited

F

or Patronus Wealth Privé, success in the private wealth management industry is not just about numbers, but about fostering trusted relationships and delivering personalised solutions. This boutique firm, with its roots in Swiss private banking and commercial banking, has carved out a unique niche by addressing the gaps in the market and catering to the diverse needs of its clients.

Patronus Wealth's ambition to expand its global footprint is evidenced by its recent strategic move to acquire Habib Bank Limited in Mauritius. After a rigorous two-year process, the firm obtained a full commercial banking license from the Central Bank of Mauritius, enabling it to provide a comprehensive suite of private banking services to both private and institutional clients.

This acquisition not only strengthens the firm's presence but also underscores its adaptability in navigating the evolving regulatory landscape.

The firm's client-centric approach, which emphasises personalised service and pragmatic solutions, has been a key driver of its success.

Unlike traditional banking institutions, Patronus Wealth has thrived by offering bespoke services tailored to the unique requirements of trustees, fiduciaries, family offices, asset managers, and high-net-worth individuals.

This focus on understanding and addressing the specific needs of its clientele has helped the firm build a loyal following, with client referrals and recommendations serving as the true barometer of its success.

Patronus Wealth's global reach is another testament to its adaptability. Expanding its services from Latin America to East Asia, the firm has demonstrated its ability to navigate diverse financial landscapes and cater to the needs of an international clientele.

Importantly, the firm maintains a strict adherence to regulatory compliance and ethical standards, with a particular focus on risk and reputation management.

As Patronus Wealth Privé looks to the future, its focus remains on deepening its client relationships, expanding its service offerings, and solidifying its position as a leading player in the private wealth management sector.

The firm's unwavering commitment to excellence, coupled with its adaptability and global perspective, positions it well to navigate the evolving landscape of the industry.

Swiss Wealth Management At Picard Angst, we specialize in delivering bespoke wealth management solutions that blend Swiss precision with local expertise.

Experience a partnership built on trust, integrity, and a commitment to your financial success.

Experience the Inimitable Swiss Finish www.picardangst.ae

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Blending Swiss Excellence with Regional Expertise in Wealth Management

P

icard Angst MEA is part of the Picard Angst Group, an independent Swiss-based financial services firm founded in 2003. Known for its expertise in Structured Products and Institutional Asset Management, the group currently manages CHF 5.5 billion globally. Since entering the Dubai International Financial Centre (DIFC) in 2014, Picard Angst MEA has become a trusted partner in structured products and wealth management for asset managers, banks, and financial intermediaries across the region.

In 2020, we launched our Wealth Management Division in DIFC with a team of seasoned professionals. This division has rapidly grown, now managing CHF 1 billion in assets, positioning us as the leading Wealth Manager in DIFC. We provide a complete private banking experience for Ultra-High-Net-Worth (UHNW) and High-Net-Worth (HNW) clients, covering Custody, Securities Trading & Execution, Investment Advisory, and Discretionary Portfolio Management.

What is the key to Picard Angst MEA’s success in the region?

Our success combines Swiss financial rigor with a deep understanding of the local market. By adhering to Swiss standards of transparency, quality, and security, we’ve established strong trust with our diverse set of international clients. Our DIFC booking platform supports a uniquely comprehensive product and service offering, including access to top global custodians. This structured approach enables us to deliver outstanding, best in class international products, 8 service levels, whilst holding the assets locally.

How do you plan to stay competitive and maintain your market leadership?

Remaining competitive means continuous investment in our people, products, and infrastructure. We’re expanding our team and enhancing our IT systems to streamline client experiences, while also building our banking infrastructure to ensure top-level security and efficiency. Today’s wealth management clients expect more than returns; they want a highly personalised and fluid experience.

Our commitment to advanced infrastructure and expertise allows us to support clients in a way that meets these elevated expectations.

Oliver Ansingh Head of Wealth Management Picard Angst MEA Ltd.

Where do you see the UAE wealth management industry and Picard Angst MEA’s role in it over the next five years?

The UAE’s wealth management industry is poised for significant growth, particularly as Dubai continues to attract more UHNW individuals and families. With this rising demand for sophisticated financial services, the sector is reaching a “takeoff” stage. Local champions will emerge, and Picard Angst MEA is positioning itself to be one of them. Our focus over the next five years is on refining our services and expanding our capabilities to meet this evolving demand, further establishing ourselves as leaders in the international wealth management space.

With such a diverse client base, what do you see as your main strength in serving UHNW and HNW clients?

Our main strength lies in our holistic, client-centered approach. We offer a full range of services – custody, securities trading, discretionary portfolio management, advisory, and family office solutions – tailored to each client’s unique needs. Our DIFC booking platform and access to leading global custodians give clients an unparalleled sense of security, reliability, and convenience. By blending Swiss standards with regional expertise, we’ve become an invaluable partner for UHNW and HNW clients in the region.

Winner

• Structured Product Provider • Alternatives Offering • Wealth Manager Servicing Family Offices

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Wealth Briefing Mena Award Winners 2024

Our success in winning can be attributed to our unique, client-centric approach. We have a multidisciplinary team composed of experts from various nationalities and fields. Our understanding of each client's sensitivities has also built a strong culture of trust with our clients which has been fundamental to our success. - Ismael Hajjar - PwC ME Partner - International Private Wealth & Family Offices & International Tax. In the next few years the Middle East will see a large degree of next generation wealth transfer.

Our team at PwC International Private Wealth & Family Office will continue harnessing advanced technologies, including Generative AI and data analytics, to deliver tailored estate planning and tax solutions. Additionally, we are shifting our focus toward sustainable and impact investing to drive meaningful outcomes for our clients.

Awards won include: Estate Planning Service

Tax Team Servicing Private Clients

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Unlocking Success: The Winning Formula Behind Our Firms Wealth Management Triumph PwC International Private Wealth & Family Office

Winner • Estate Planning Service • Tax Team Servicing Private Clients

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

Our success in winning can be attributed to our unique, client-centric approach. We have a multidisciplinary team composed of experts from various nationalities and fields, speaking multiple languages ensuring we can cater to our diverse clients. Our commitment to continuous training ensures our team remains at the forefront of industry developments, enhancing our ability to provide exceptional service. We pride ourselves on tailoring our strategies to each client's specific circumstances, ensuring personalised and effective solutions. Our understanding of each client's sensitivities has also built a strong culture of trust between ourselves and our clients which has been fundamental to our success.

Please describe how your colleagues made a difference?

Our PwC International Private Wealth & Family Office team has made a significant difference through our diverse and multidisciplinary approach. Comprising of colleagues from various nationalities and backgrounds, we speak multiple languages and bring together a wealth of experience from fields such as legal, accounting and tax expertise. This diversity enables us to offer comprehensive and tailored estate planning services. Our specialists in succession planning tools, including trusts and foundations, ensure that we meet the unique needs of our clients. Our recent expansion, including the addition of a director in KSA, underscores our commitment to growth and excellence in servicing private clients globally.

How do you hope your firm will benefit from getting this award?

Winning the WealthBriefing awards is a testament to our commitment to excellence and client satisfaction. We hope this recognition

will enhance our firm's reputation, attracting new clients who seek top-tier estate planning, tax services and family office services. Additionally, the recognition will bolster our team's morale, motivating them to continue delivering exceptional service.

These awards also provide a platform for us to showcase our expertise and innovative solutions in the private wealth and family office sector, further solidifying our position as industry leaders. Ultimately, we aim to leverage this recognition to foster growth, build stronger client relationships, and drive continued success.

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

The wealth management industry is poised for significant transformation over the next five years, driven by technological advancements, evolving client expectations, and regulatory changes. We anticipate a greater emphasis on personalised, tech-enabled solutions that cater to the unique needs of high-net-worth individuals and family offices.

Our team at PwC International Private Wealth & Family Office will continue to leverage cutting-edge technology (Gen AI) and data analytics to provide bespoke estate planning and tax services. Additionally, we foresee an increased focus on sustainable and impact investing, as clients seek to align their portfolios with their values.

In the next few years the Middle East will see a large degree of next generation wealth transfer. This generational shift will require tailored advisory services to navigate complex family dynamics, ensure smooth transitions, and preserve wealth across generations. By staying ahead of these trends, we aim to deliver exceptional value and maintain our leadership in the industry.

...the way you run your business

x4 BEST COMPLIANCE / REGTECH SOLUTION RE/THINK

A leading multi-service business advisory and outsourced services firm in the Middle East.

Regulatory & Compliance • Compliance Officer MLRO/Risk Officer • Finance Officer • Accounting • Tax Services • HR Services • Internal Audit Servicing ADGM & DIFC RFIs since 2014.

www.rethink-hq.com

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Re/think – The Way You Do Business Gregory Shippee Managing Partner Re/think

Winner • Compliance/RegTech Solution

Maintaining the highest standards of regulatory compliance is key to our continued success, so we can carefully and consistently offer clients turnkey solutions every step of their business lifecycle.

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

Our clients know that they are in safe hands. Re/think has been helping clients successfully set up and thrive in the Middle East for over a decade, providing end-to-end solutions from regulatory setup to ongoing compliance. Our award-winning business advisory and outsourced services firm provides regulatory and compliance, accounting, tax, HR consultancy and recruitment services to regulated firms, multi- and single-family offices and other operating businesses.

Re/think’s longstanding experience and close working relationships developed with regulators and industry partners enables us to anticipate our clients’ needs and exceed their expectations. We have led the establishment of over 100 regulated firms in the ADGM and DIFC and have provided nearly 100 Compliance Officer/MLRO outsourcing mandates in 2023 and 2024 to date, making us one of the top 3 firms in the UAE in respect of CO/MLRO outsourcing mandates.

We are also the largest provider of Finance Officers to regulated companies in the UAE. Our service offering expanded to include Corporate Tax and Non-Executive Directorships, with our professionals serving on the boards of large financial institutions.

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

Re/think’s strong market position in compliance and as one of the few CSP firms maintaining a dual ADGM/DIFC presence give us a competitive edge. Our focus on high-quality, value-adding customised services and solutions, plus our use of technology to develop advanced solutions and unlock greater value for our clients, keep us ahead of the market.

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

A significant challenge is how the UAE’s regulatory framework and business environment have been evolving at an incredible pace to be as locally relevant and internationally competitive as they are today. Providing top-notch compliance and regulatory solutions requires constant vigilance and proactive adaptation to changes.

Re/think has prevailed as a trusted leader in compliance and regulatory solutions thanks to our market knowledge and constant collaboration with the regulators, enabling new market entrants to set up quickly, flexibly and cost-efficiently.

Where do you see the wealth management industry and your part of it going in the next 5 years?

The UAE is becoming THE financial centre to watch. The nation has developed into the leading financial centre in the MENASA region and is currently experiencing the highest growth amongst 'global' financial centres. With the country consistently enhancing its regulatory framework to bolster investor confidence (evidenced by its recent removal from the Financial Actions Task Force Grey List), regulatory compliance is essential for commercial success.

Re/think’s role will continue to be significant, as we help clients navigate increasingly sophisticated regulations – allowing them to hit the ground running to tap into and maximise the opportunities and benefits the region offers. We particularly attract clients from abroad, enabling us to add value to the start-up, regulatory ecosystem of the UAE. We are proud of our contribution to the UAE economy and remain committed to constantly striving for excellence in the regulatory and compliance field.

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SFM: Driving Business Success Through Expertise and Client-Centric Solutions Christelle Rouanet Managing Partner SFM

Winner • Corporate Services

Empowering Global Entrepreneurs Since its founding in 2006, SFM Corporate Services has established itself as a leading global provider of company formation and corporate services, helping entrepreneurs and businesses navigate the complexities of international markets. With strategic offices in Switzerland, Seychelles, Hong Kong, and the UAE, SFM supports clients across 50+ jurisdictions, offering a comprehensive suite of services including company formation, accounting, auditing, corporate finance, and business structuring. SFM's team of over 50 professionals provides tailored solutions, enabling more than 20,000 clients worldwide to streamline administrative tasks, focus on their core business, and achieve their goals.

A Customer-Centric Winning Formula The success of SFM Corporate Services is built on a customer-centric approach that goes beyond the ordinary. We prioritise our clients' needs by delivering seamless, personalised services that meet their unique requirements. By leveraging a combination of digital innovation and deep industry knowledge, SFM is able to provide a tailored customer experience that ensures efficiency, transparency, and growth. This commitment to our clients' success is what sets us apart in a competitive market and has been instrumental in earning recognition in the industry.

Expertise and Dedication of Our Team The backbone of SFM's success is our multicultural team of highly skilled professionals. Our colleagues possess extensive expertise

in legal, financial, and corporate matters across a wide range of jurisdictions, which allows us to offer comprehensive solutions to businesses of all sizes. The dedication of our team members to continuous learning and growth has helped us build a robust internal knowledge base that not only keeps us ahead of industry changes but also strengthens our ability to support our clients effectively. Their unwavering commitment to excellence fosters long-lasting relationships with our clients and ensures that we can help them navigate the ever-changing corporate landscape.

Staying Ahead of the Curve Remaining competitive in a dynamic business environment requires more than just reacting to change – it demands anticipation and proactive innovation. SFM is committed to not only meeting but exceeding our clients' expectations. We achieve this by expanding our service offerings, embracing digital tools, and providing solutions that are specifically tailored to the evolving needs of our clients. Our expertise enables us to guide clients through the complexities of international business, ensuring that they receive support that is not only relevant today but also prepares them for the challenges of tomorrow.

Navigating Challenges and Succeeding in Fast-Moving Circumstances Operating in over 50+ jurisdictions presents a unique set of challenges, from regulatory compliance to staying up to date with local business environments. At SFM, we have successfully navigated these challenges by cultivating a culture of adaptability and continuous improvement. Our team stays ahead of the curve by building a strong knowledge base, staying abreast of regulatory developments, and proactively guiding clients through changes. Our commitment to providing compliant and efficient solutions has helped us remain a trusted partner for our clients in an increasingly complex and fast-moving corporate services industry.

Alastair Glover

Jordan Ellis

E: alastair.glover@shlegal.com

E: jordan.ellis@shlegal.com

Tasleem Sayani

Lily Hurley

E: tasleem.sayani@shlegal.com

E: lily.hurley@shlegal.com

Partner, Dubai

Associate, Dubai

Managing Associate, Dubai

Associate, Dubai

“We always know that there will be somebody available who can provide us with the necessary support.”

Chambers and Partners High-Net-Worth 2024 Guide: Private Wealth Law, UAE

“Stephenson Harwood gives exemplary service, with rapid and effective communication combined with excellent problem solving capabilities and knowledge.”

Chambers and Partners High-Net-Worth 2024 Guide: Private Wealth Law, UAE

View our Middle East capabilities CLICK HERE

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Nurturing Growth, Legal Expertise and Professional Connections in UAE Wealth Management Tasleem Sayani Stephenson Harwood Middle East LLP

Winner • Leading Woman in Wealth Management

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

I joined Stephenson Harwood's Dubai office in August 2023, and we are proud to be the largest private wealth team at any international law firm within the United Arab Emirates ("UAE"). I have practised in the UAE for 16 years and have experienced developments in local laws and processes which have revolutionised wealth management and succession planning.

I trained at a UK law firm that provided me with a solid foundation of the core skills to advise private clients. Their needs differ greatly from corporate clients not only in terms of delivery of legal services and market awareness, but in the ways to maintain relationships and the importance of recognising the often-complex objectives of individuals and families when it comes to management and succession of their assets. Developing deeper connections and a high level of emotional intelligence have allowed me not only to widen my client base, but also to create longstanding professional connections with wealth management professionals.

The winning formula in a nutshell? The combination of a forward thinking and nurturing environment which is agile and creates limitless growth for professional development, coupled with in-depth local legal experience gained by being present in the region for almost two decades and building valuable relationships with other professionals.

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

Being at the forefront of legislative and policy developments in the areas of UAE inheritance and succession matters, I am an active member of STEP Arabia and a TEP. STEP is a worldwide organisation which represents its members in all policy matters relating to the private client community. In addition, my involvement in the DIFC Wills and Probate Registry working group, my position as the first named DIFC Wills draftsman, and my connections throughout various government and private sector entities mean I can continue to

advise clients on the most relevant and up to date developments in UAE wealth and succession management.

Who inspires you, either inside or outside your organisation?

My private wealth colleagues inspire me with their passion, acumen, and unique personalities which allow them to provide the best legal advice for complex client requirements. I am in awe of their innovative and approachable manner which makes them some of the most sought-after professionals in the UAE legal environment and I'm proud to be part of the team.

I am fortunate to come from an inspirational family – my parents have always lived by their principals and faith regardless of the challenges they have faced. My siblings have each found their unique place in their lives and become the best version of themselves. My own family continues to inspire me; I have three young children who drive me to achieve the most whilst staying true to myself and living in the present, and my husband's endless support and encouragement pushes me to aim higher.

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

Stephenson Harwood has been in the Middle East for over a decade and has been at the forefront of the industry having identified key practice areas and expanded its team to service the region accordingly. The UAE is experiencing an influx of HNW and UHNW individuals/families seeking to move not only their corporate operations but also their personal wealth. This phenomenon coupled with exciting legislative developments in areas of succession, personal status and asset structuring to bring the UAE in line with international norms have cemented the region as an appealing jurisdiction for wealth protection and creation. I will continue to educate clients on the legal landscape, add value to their wealth and succession management requirements and influence the local wealth management profession by being a thought leader, and championing positive legislative developments.

Multi Family Office Services Objective Investment Advice Access to Multiple Private Banks Customised Investment Portfolio Monitoring Privé Access to Private Equity, Venture Capital and Real Estate Opportunities Wealth Structuring and Succession Planning Consolidation of All Bank Portfolio Statements Collectibles & Art | Philanthropy | Social Impact Investing Flexible Fee Structure Aligned to Performance Experience of a Seasoned Team

www.tauruswealth.com

Taurus Wealth Advisors Limited (Regulated by the DFSA) Liberty House, Unit 501/502, 5th Floor DIFC, PO Box 507128 Dubai, UAE Tel: +971 4320 5727

Taurus Wealth Advisors Pte Limited (Registration No. 200804751H) 3 Pickering Street #01-70, China Square Central Singapore 048660 Tel: +65 6222 1651

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Adaptable Asset Allocation: Taurus’ Strategy for Resilient, Client-Focused Portfolios Bhavnesh Thakkar Chief Executive Officer Taurus Wealth Advisors Limited

Winner • EAM Investment Process

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

Taurus Wealth’s success in managing US$3 Billion in assets stems from a core philosophy that places each client’s financial objectives, risk preferences, and investment horizon at the center of every decision. With a global client base, Taurus provides high-net-worth individuals and families a full suite of wealth management solutions, incorporating a structured yet flexible investment framework that allows us to adapt as market conditions shift. This approach focuses on understanding clients deeply, followed by creating an investment strategy grounded in a solid asset allocation plan. Exposure across all asset classes, including ‘alternative’ strategies (which we recommend to all our clients) has enabled us to deliver consistent performance and make portfolios resilient even in challenging market cycles, thus helping us earn trust and recognition in the industry for our sustainable, high-quality approach to wealth management for long-term-oriented clients.

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

To remain a leader in the competitive wealth management landscape, Taurus Wealth is committed to continuous evolution and improvement. Enhancing our access to the latest research, market insights and unique investment opportunities (by leveraging our strong relationships with investment research houses and bank analyst desks) will allow us to refine our strategies and tailor them to our clients’ needs. We are also expanding our use of proprietary tools that help Investment Counsellors analyse and respond to emerging market trends, embracing the current global push towards increased digitisation, automation and usage of AI. As such, Taurus strives to remain at the forefront of investment management by maintaining our adaptability whilst strengthening our client-centric approach.

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

Navigating challenging markets has been a defining experience for Taurus Wealth, particularly in times of volatility like 2022, when asset prices saw pullbacks of anywhere from -10% to - 50%. Facing downturns and rapidly changing economic conditions requires a disciplined focus on risk management and a strategic approach to asset allocation. By minimising leverage, diversifying across asset classes and geographies, and carefully managing exposure through proactive adjustments, we were able to limit drawdowns during market turbulence. Additionally, our ability to rebound and reposition portfolios for growth in subsequent rallies showcases our adaptability to ever-changing market conditions. Furthermore, our structured weekly meetings allow us to quickly assess evolving market dynamics, making real-time adjustments that keep our clients’ investments resilient and well-aligned with market opportunities.

This proactive, disciplined framework is not only effective in managing risks but also enables us to deliver solid performance in a fastpaced environment, empowering us to meet our clients' long-term objectives despite short-term fluctuations.

How do you hope your firm will benefit from getting this award?

Receiving this award is a tremendous endorsement of Taurus Wealth’s commitment to delivering high-calibre, client-centered wealth management. We anticipate that this recognition will enhance our reputation within the industry and strengthen client confidence, as it validates the quality and integrity of our investment approach. This award also positions us as a sought-after choice for new clients who prioritise risk management and personalised investment strategies. Overall, we see this award as a stepping-stone to further reinforce our market position and inspire our team to uphold the highest standards in wealth management.

Our DNA is to take care of your future With this goal of excellence, we have developed our own processes and technologies for analysis, performance and monitoring of your wealth.

Wealth Management

Financial planning

Family office

Understanding who you are, assessing your immediate needs and examining your long-term goals underpins all our management solutions.

Having a long-term vision of your wealth will allow you to effectively organise and structure your daily life.

Protecting and optimising your family assets are among the main concerns of your tax and family interests. Let’s make your legacy last.

Our 2024 Award At Telomere Capital, we redefine Wealth Management with a distinctive approach. Our commitment is to deliver unparalleled value to our clients across all services, grounded in integrity, transparency, and the highest professional standards.

We are proud to announce that Telomere Capital SA has been honored at the Eleventh Annual WealthBriefing MENA Awards for Excellence 2024, in the category of Best Family Office Proposition by an EAM in the MENA Region.

Discover a wealth management experience that sets new standards.

Telomere Capital SA Route des Acacias 54 1227 Carouge Switzerland

T +41 22 318 58 80 info@telomere.ch www.telomere.ch

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Telomere Capital: Combining Expertise & Client-Centric Service for Award-Winning Wealth Management Tony Pangallo Head of MENA Department Telomere Capital SA

Winner • Family Office Proposition by an EAM in the MENA region

T

elomere Capital was born out of discussions between our founders, who met while working in the Private Banking division of a leading Swiss bank. In 2015, we made the decision to establish an independent wealth management firm, driven by a “Spirit of Performance” ethos – a unique vision of what it means to be wealth managers. This guiding principle has allowed us to surpass our growth targets and consistently deliver value to our clients.

Since 2017, we have focused on expanding our MENA department, identifying this dynamic market as one that aligns well with our values and offers significant growth potential. This decision has been a resounding success, reflected in both the number of clients and assets under management (AuM).

At Telomere Capital, we invest heavily in delivering exceptional service to our clients. Our commitment to constantly refining our offerings enables us to exceed client expectations. Although the MENA region is sometimes overlooked, it has long been a priority for us, and our team has built a strong presence there, rooted in discretion and integrity.

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

Our success is built on deep expertise gained from prestigious financial institutions, but it’s our client-centered attitude and approach that set us apart. For us, client service is more than a set of procedures; it’s a core philosophy.

Our commitment to service excellence is evident in every client interaction and decision we make. Our goal is to go the extra

mile for our clients, providing a level of service and support that goes beyond traditional expectations to ensure complete client satisfaction.

How your colleagues made a difference?

At Telomere, we measure our success by more than just financial results. We prioritise both client and employee satisfaction, with team spirit as a core component of our culture. True team spirit arises when each member enjoys working together and contributes to shared goals.

By fostering appreciation, autonomy, and a culture of knowledge-sharing, we ensure that team members feel valued, engaged, and motivated. We encourage initiative and responsibility, which strengthens cohesion within the group. Every member of Telomere takes pride in being part of the team, understands their role in our success, and aligns with our core values. This alignment, woven into Telomere’s DNA, enhances both employee satisfaction and the quality of our work.

How do you hope your firm will benefit from getting this award?

Each award we receive highlights the expertise and dedication of our MENA team, reinforcing confidence in our clients, partners, and peers. These accolades reflect our commitment to excellence and affirm the trust clients place in us.

While we value recognition, our ultimate reward is client satisfaction. These awards validate our approach and further inspire us to uphold our high standards as we continue to grow.

Bringing Institutional Investment Quality to Private Wealth Management

Independent Financial and Investment Advisory Firm • Providing high quality independent investment advisory to HNW Individuals, family offices and institutions.

• Offering includes Wealth, Estate and Financial planning advisory.

• Aligning with our client's objectives, risk profile, and adhering with utmost discipline to investment guidelines.

• Building relationships across generations.

• Committing to service excellence and quality.

Three Comma Capital Advisors Ltd. +971 4 580 7838 www.threecca.com

20-41, 20th Floor, Central Park Towers, DIFC, PO Box 507396, Dubai, United Arab Emirates

Incorporated in Dubai (DIFC) and regulated by the Dubai Financial Services Authority (DFSA)

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3CCA- Bringing Institutional Quality to Private Wealth Dr. Mariah Khan Managing Director Three Comma Capital Advisors Ltd.

Winner • EAM Leading Female Executive

3

CCA is an Independent Asset Manager, Financial and Investment Advisory firm Incorporated in DIFC and regulated by DFSA. We deliver Institutional quality investment advice to private wealth and strive to align our interests with that of the client to achieve superior returns. Our guiding ethos is that long-term investment success is based on identifying and acquiring value, while ensuring that we get the right balance of risk and reward for our clients.

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

Personally, I have managed relationships for over 25 years. Most of my clients have been with me for that long and the newer ones have typically been referred by them. One does not achieve such a record without consistently being available, delivering sound advice and inspiring trust across generations. Furthermore, having access to the high institutional quality advice that 3CCA has become known for in the industry, helps tremendously.

Please describe how your colleagues made a difference?

Success is never achieved in isolation. Anmol Budhraja, the CEO and Founder, has cultivated an ecosystem that rewards the drive to support and execute. Every member of my office serves as both mentors and supporters. Our organisation operates with a lean, performance-oriented approach, which allows us to make a significant impact without requiring an extensive budget. We punch above our weight thanks to single minded dedication, effective use of technology, and strong investment capabilities.

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

At the heart of everything we do is our motto- delivering institutional quality solutions to our clients. Individual investors tend to make decisions based on emotion rather than hard facts especially when it comes to personal wealth. Professionals who invest for institutions are likely to be more rational, less emotionally attached.

At 3CCA we bring together a mix of talent from the Institutional

Investment side as well as Private Wealth. This blend has enabled us to deliver solutions of a distinct quality, that you would struggle to find in conventional wealth managers. We have significantly expanded our coverage team with best-in-class talent and right mindset.

This approach of having the right talent and providing scientifically distilled advice will distinguish us, cement our position and grow it.

Who inspires you, either inside or outside your organisation?

My clients, some of whom I have been working with, for close to two decades. Being hugely successful and senior in age, they can easily afford to retire and rest on a thick padding of laurels. Instead, they are passionate about their business, and work with the same energy and drive they had when they started their journey. I am also inspired by sports achievers and their constant search for excellence.

How do you hope your firm will benefit from getting this award?

It is great to be recognised among many for the right reasons. We have been working tirelessly for our clients since 2016; under the auspices of WealthBriefing, this award is well placed to put the spotlight on 3CCA as a firm that has the right resources to deliver success for our clients.

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

The UAE’s wealth market has witnessed exponential growth in recent years, propelled by various factors including infrastructure development and strategic investments. High-Net-Worth (HNW) individuals are increasingly drawn to the UAE’s vibrant business ecosystem, seeking opportunities for asset preservation, growth, and diversification. UAE’s wealth management AuM projects yearon-year growth exceeding 15% annually until 2030. In this environment, we are expecting to grow exponentially on the back of our high-quality advisory, digitisation of solutions to improve client engagement and drive operational efficiency, and our uncompromising stance on governance and compliance.

Private wealth and family offices How can TMF Group help? Working with your advisers, we create a personalised service that meets your needs. You’ll benefit from both efficient and compliant administration. We adapt quickly to changing individual circumstances and regulatory conditions.

Here are the ways in which we can assist you.

Simplify the administration of assets and investments worldwide Help to protect your assets now and into the future Plan for families located in multiple countries Leave assets to loved ones and dependents in accordance with your wishes Plan for the transition of a family business to the next generation Support compliant international tax planning with your tax and legal advisors

Learn more: WWW.TMF-GROUP.COM

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

81

TMF Group – We Make a Complex World Simple Stewart Adams Market Head - Middle East & Africa TMF Group

Winner • Institutional Trust and Fiduciary Company

What was the winning formula that explains why you won?

TMF Group is a leading provider of critical administrative services, helping clients invest and operate safely around the world. With more than 11,000 colleagues across 125 offices in 87 jurisdictions, all working to the same high standards of service and security, we provide our clients with local expertise where it is needed most. Our locations cover 92% of world GDP and 95% of FDI inflow. We are a key part of our clients’ governance, providing the accounting, tax, payroll, fund administration and global entity management, trustee services and administration essential to their success.

We have a dedicated Private Wealth and Family Office team located across all major private wealth jurisdictions (Cayman Islands, BVI, Jersey, Switzerland, United Arab Emirates, Singapore, Hong Kong).

We have more than 30 years of experience providing solutions, including but not limited to succession planning, asset administration and philanthropy, while understanding the importance and detail of trust structures in multiple jurisdictions.

How did your colleagues make a difference?

Our Trustee & Fiduciary services form part of the suite of solutions that are tailored to meet the needs of our international client base.

Our colleagues are accountable, proactive, thoughtful and empathetic to these client needs, striving to always deliver a flawless service.

Across the globe, in every industry, clients trust TMF Group to fulfill key fiduciary roles because we are ideally resourced and structured: • our individual directors, trustees and representatives are experienced professionals in their own right • a global network of local experts offers a granular

understanding of each legal and regulatory environment • a full portfolio of critical business services and an integrated business model enabling us to us provide a tailored approach • given our broad geographic coverage and wider solution set our experience base is constantly refreshed which helps us to support our international clients to proactively address issues that affect them.

Our Private Wealth & Family Office team work with private clients, their extended families, family offices and connected advisors, helping them manage multiple, complex cross-border assets, navigate international tax and regulatory issues, and plan for succession in estates and businesses.

What are you going to do to remain competitive/challenges faced?

In addition to the response given in the previous question, TMF continues to be a market leader in the fast-moving Employee Incentive sector. These are often required by Family-owned businesses including Family Offices to ensure that they remain competitive and retain key employees. Following recent regulatory changes in the UAE, we were required to restructure our client offering and obtain regulatory retail endorsements from the Abu Dhabi Global Market Financial Services Regulatory Authority. We now have successfully obtained the endorsement and have a fully operational structure providing this solution to strategic clients’ partnerships and corporates.

How will your firm benefit from winning this award?

This award demonstrates our commitment to our clients and highlights our firm’s dedication to delivering high quality services and innovative solutions. The selection of the independent judges to award TMF with this accolade further gives confidence to our clients and intermediary partners. We will continue to strive to deliver innovative solutions while providing strong governance in multiple locations.

You seek excellence.

We extend our heartfelt thanks to our clients for their trust and support, vital in our pursuit of excellence and recognised by this award, ‘Best Pure Play Private Bank’

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

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Unlocking Expert Advice and Tailored Financial Solutions from Our Middle East Hub Mohamed Abdellatif Head of Region Union Bancaire Privée, UBP SA

Winner • Pure Play Private Bank

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?

Union Bancaire Privée's winning formula is our specialised, client-centred approach to private banking, underpinned by our family ownership and flat organisational structure. This agility allows for swift decision-making and efficient processes, enabling us to respond quickly to client needs, especially during market uncertainties. Our extensive international footprint, with a presence in 25 major financial hubs, enhances our ability to deliver tailored investment solutions. By combining first-class investment expertise with a comprehensive range of mandates and advisory services, we effectively meet the diverse needs of our clients, ensuring we stand out in a competitive landscape.

To stay competitive, we will continue to innovate our product offerings and enhance our investment strategies, particularly in private markets and responsible investment. Expanding our services, such as the recent launch of our Islamic Finance products, demonstrates our commitment to meeting specific client needs. We will also focus on strengthening our presence in emerging markets, like our new office in KSA, to better serve our clients in the region.

Ongoing training and development for our teams will ensure they remain at the forefront of industry trends, allowing us to deliver exceptional service and maintain our reputation as a leader in private banking.

Please describe how your colleagues made a difference

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 colleagues have been crucial to our success, embodying a culture of collaboration and expertise. The team’s proactive approach ensures that clients receive timely and relevant advice, fostering trust and long-term relationships. With a strong support system comprising over 200 investment specialists and wealth planners, our relationship managers can provide comprehensive cross-asset allocation strategies. Additionally, the establishment of an Investment Committee specifically for Middle Eastern clients allows us to develop tailored solutions, such as our new Islamic Finance offerings. This teamwork and dedication to client service make a significant difference in how we operate and succeed.

We have navigated numerous challenges, including market volatility and shifting client expectations. Our ability to adapt swiftly to these fast-moving circumstances has been vital for our success.

By maintaining a flexible operational structure and fostering a culture of resilience, we can pivot our strategies as needed. The establishment of dedicated teams, such as our Investment Committee for the MEA region, allows us to create customised solutions that address client concerns directly. Our focus on responsible investment and ESG integration also aligns with evolving client values, positioning us as a trusted partner in wealth management.

This proactive approach has enabled us to grow our assets under management and revenue, even in challenging market conditions.

Global business services to empower your progress Vistra is your trusted partner for managing assets across borders. We simplify international business with services that drive growth, streamline operations, and minimize risk—from entity setup to compliance solutions.

We offer personalised wealth management solutions for high-net-worth individuals, including bespoke trusts, strategic succession planning, and family office support to protect your wealth and legacy. Our award-winning MENA team combines deep regional expertise with global standards, empowering you to grow with confidence.

9,000+

15 years

experts across the globe

proven experience in the UAE

200,000+

300+

entities managed

clients supported across UAE

50+

3 years

markets with local specialists

WealthBriefing Award Winner

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Empowering Success: Vistra’s Client-Centered Approach Sets the Standard in Wealth Management

Winner • Trust and Fiduciary Company with Headquarters outside the MENA Region

Heba Al Emara, Managing Director – Middle East Orlagh Doherty, Commercial Director – Middle East Kerri Aldrin, HR Associate Director – Middle East Vistra

V

istra is a leading provider of essential business services to help companies and private capital funds grow across the entire business and investment lifecycle. We’re highly trusted within the industry, serving two thirds of the Private Equity International 300 firms and nearly half of the Fortune Global 500.

Here at Vistra, our purpose is progress. As a close ally to our clients, our role is to remove the friction that comes from the complexity of global business. We partner with companies and private capital managers along the corporate and private capital lifecycle.

From HR to tax and from legal entity management to regulatory compliance, we quietly fix the operational and administrative frustrations that hamper business growth. With over 9,000 experts in more than 50 markets, we can accelerate progress, improve processes, and reduce risk, wherever your ambition takes you.

Our presence in the Middle East primarily supports businesses with comprehensive corporate services tailored to the region's regulatory and operational environment. Through offices in DIFC and ADGM, our experts provide services addressing the specific needs of companies navigating complex regulatory landscapes in the UAE and broader MENA region, including governance, risk and compliance, accountancy and corporate tax, company incorporation, company secretarial, and HR solutions.

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

Our success stems from combining expertise, innovation, and an unwavering commitment to client success. In the MENA region, we address complex regulatory and operational challenges with tailored solutions, eliminating inefficiencies and delivering peace of mind. Our high-touch approach ensures seamless service aligned with clients' strategic goals, setting us apart in a competitive market.

How did your colleagues make a difference?

Our vibrant culture is the foundation of our success. Each team member brings expertise, passion, and a dedication to exceeding client expectations. Through collaboration and resilience, particularly in high-pressure situations, our colleagues ensure exceptional outcomes while fostering a supportive environment. Their problem-solving abilities and willingness to go above and beyond define our ability to deliver unparalleled service.

How will you remain competitive and stay ahead?

We prioritise innovation and continuous improvement. By investing in advanced digital tools, we enhance efficiency, compliance, and client communication. Professional development remains central to our strategy, equipping our team with cutting-edge insights to provide high-value solutions. This forward-thinking approach ensures we remain agile, client-focused, and competitive in an evolving landscape.

Who inspires you, inside or outside your organisation?

Our colleagues inspire us with their resilience, professionalism, and dedication to our clients and one another. They embody our values and motivate us to achieve excellence. Externally, we draw inspiration from industry leaders who drive innovation and redefine service standards. These influences reinforce the importance of adaptability and client-centered approaches, fueling our vibrant culture and progress.

Where do you see the wealth management industry in five years?

The wealth management industry will increasingly emphasise personalised, technology-driven services. As regulatory demands grow, our role as trusted allies will expand, providing compliant, innovative, and future-ready solutions. By simplifying global business complexities, we will continue to empower our clients to achieve their ambitions in an ever-changing environment.

Effortless compliance, endless security Wecan Comply, a KYC market utility Wecan Comply transforms KYC by providing a single, verified source of client information for financial institutions. Our solution enables compliant, real-time data sharing, reducing onboarding time and administrative workload. A collaborative, scalable solution to meet modern regulatory demands.

Real-time compliance monitoring and alerts

Enhanced auditability

Contact us at sales@wecangroup.ch

Seamless integration with existing systems

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

87

How Wecan Comply Revolutionised Compliance with AI and Blockchain Innovation Philippe Reynier CEO Wecan Group

Winner • Best Blockchain-Based Sourcing Solution

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

Wecan Comply has combined in a smart way advanced technologies, such as blockchain, to create a modern compliance market utility and thus dramatically improve KYC data management in Switzerland initially (although we’re now expanding internationally). We’ve co-created the solution with our clients which are major Swiss banks (e.g. Pictet, Lombard Odier, Edmond de Rothschild, Julius Baer, etc.) who have supported the initiative since then.

Please describe how your colleagues made a difference?

The Wecan Group team includes a diverse group of talented professionals with a good combination of technical skills and business knowledge. Team members are mainly based in Switzerland.

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

A key pillar of our strategy is to keep investing in modern technologies to bring the latest digital innovations to our clients. We really believe that especially artificial intelligence can generate a lot of value for compliance professionals by solving key KYC related challenges. For instance, the diversity of KYC structures (i.e. the fact that all banks have different KYCs) limits the potential for KYC data mutualisation and related efficiencies in theory, unless artificial intelligence is used in a smart way.

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

Adoption has been a major challenge given the criticality of the service we offer. We had to convince the Swiss financial services community that our platform was so secure that they could put critical compliance data on it. To do so, we had to go through many

steps including securing an ISO 27001 license, accepting annual IT audits performed by third parties on Wecan Comply, etc. But all these efforts were worthwhile as we now boast a community of approximately 100 clients including major financial institutions.

Who inspires you, either inside or outside your organisation?

A major inspiration for us has always been major Swiss tech entrepreneurs who achieved tremendous success such as Francisco Fernandez who founded Avaloq. We’re also inspired by our clients who challenge the status quo and always push for digital innovation by being part of the Blockchain Association for Finance, which is a non-for-profit organisation that provides general governance and management rules that apply to the Wecan Comply platform.

How do you hope your firm will benefit from getting this award?

Middle East is definitely part of our internal expansion plans and a key strategic region for us. We believe that this award will help create visibility towards the financial services community in UAE, Saudi Arabia and beyond, and trigger discussions on how Wecan Comply could help improve KYC data management building national KYC market utilities locally.

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

There is a lot of potential for digitising the KYC related processes which are very archaic currently, especially in wealth management.

Our starting point is the KYC data sharing and collection process which is the costliest part of the KYC value chain for financial institutions and the focus of Wecan Comply. But we believe we can go way beyond by connecting other major RegTechs that focus on other KYC value chain steps (e.g. contract management, client due diligence, risk scoring, etc.) to Wecan Comply and thus digitise the whole value chain, thus generating major operational efficiencies for our clients.

Powering a New Era of WEALTH MANAGEMENT Our distinct focus on clients and groundbreaking wealth solutions set us apart. We adopt a comprehensive approach to wealth management, starting with a thorough grasp of our clients’ goals. Utilising the extensive knowledge of our team and the capabilities of technology, we craft an unparalleled wealth management journey for our clients.

If you are ready to simplify your wealth management, reach your full wealth potential, and live your dreams, then connect with us. contact.ae@wrise.com +971 4 267 5002 Office 501 A, Level 5, Gate District 2, P.O. Box 66274 DIFC, Dubai-UAE

www.wrise.com

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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WRISE: Pioneering a New Era of Wealth Management Services Winner • Most Innovative Wealth Management Model

WRISE Group

W

RISE is one of the fastest growing wealth management firms that helps ultra-high and high net worth individuals (UHNWIs and HNWIs) fulfil their wealth aspirations. Our experienced wealth advisors offer tailored solutions, supported by our proprietary all-in one wealth management platform that provides clients with complete control and transparency over their total wealth.

This strategic integration of technology complements the human touch and extends our capabilities, from advisory to execution. We combine innovation with time-tested financial strategies, providing a balanced approach to wealth management. Our team's exceptional talent and expertise drive WRISE’s success.

With over 300 professionals from various backgrounds, we bring global perspectives and multidisciplinary skills to drive innovation in crafting tailored solutions for UHNWIs and HNWIs. Our collective expertise is critical in navigating the complexities of the financial markets and regulatory landscapes for our clients across our offices in Dubai, Hong Kong, Shenzhen, Singapore, and Tokyo.

Strategic partnerships also form a pillar of our success, with partnerships spanning over 200 financial institutions, providing our clients with access to a wealth of resources and insights. Leveraging these relationships, we adopt a collaborative approach to creating fresh opportunities, offering a comprehensive suite of wealth management solutions, and positioning WRISE as one of the leaders in the industry.

Looking ahead, WRISE continues to maintain its competitive edge by improving our people, processes, and technology. We strive to continue attracting the industry’s brightest minds, as we build on our expertise to adapt swiftly to our clients’ dynamic needs with expanded services worldwide.

Our success is a testament to our steadfast commitment to our clients, robust fundamentals, and sound governance principles, which form the cornerstone of our achievements and are essential for meeting future trends and ensuring continued success.

As the wealth management sector evolves towards greater digital integration and personalised client services, WRISE aims to lead this transition. We are focused on refining our digital offerings and integrating comprehensive, client-centred financial strategies that help our clients to protect, manage and grow their wealth to fulfil their dreams.

This vision, supported by our proven track record and strategic initiatives, underscores WRISE’s dedication to excellence and innovation in the dynamic landscape of wealth management.

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

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ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Unlocking the Secrets to WRISE's Success: A Closer Look at Innovation, People and Agility Derrick Tan Group Executive Chairman WRISE Group

Winner • Chairperson

What was the key to WRISE's success?

Our success at WRISE stems from three core principles that have guided us since day one: 1. Staying true to our mission: WRISE was founded on the belief in "Wealth Made Easy." In a complex financial landscape, we focus on making wealth-building accessible and transparent for our clients worldwide. This commitment has driven our rapid growth.

2. Prioritising people: WRISE is a "People Led, Technology Enabled" company. By fostering an inclusive culture, we empower each team member to contribute to our goals, driving innovation and building lasting relationships with our global clients.

3. Demonstrating resilience and agility: The wealth management sector is ever evolving. WRISE has adapted to market changes, enabling us to capitalise on new opportunities, mitigate risks, and grow quickly. Our success has been fuelled by strategic acquisitions, allowing us to build a strong foundation in just two years.

How have your colleagues contributed to your achievements?

My role as Chairperson is deeply connected to the dedication and skill of my colleagues. From the beginning, we aligned ourselves with WRISE’s mission to simplify wealth management. This shared purpose has been essential to our success. Their resilience in handling market volatility, along with their expertise, has made WRISE a firm that consistently delivers value to clients.

What steps are you taking to stay competitive?

To keep WRISE at the forefront of wealth management, I’m focusing on three main strategies:

• Leading with innovation: We embrace AI and data analytics to simplify wealth management. By investing in fintech, we aim to offer our clients a seamless, personalised experience.

• Strengthening client partnerships: Our clients are at the heart of WRISE. We continue to enhance our services and tailor solutions to meet their unique needs, fostering trust and long-term value through our global network.

• Strategic growth through acquisitions: We seek acquisitions that complement WRISE's strengths, expanding our reach and expertise. This approach keeps us agile and competitive, enhancing our capabilities and extending our market presence.

With these strategies, I’m confident that WRISE will maintain its competitive edge and remain a leader in wealth management.

What’s your outlook on the wealth management industry in the next five years?

The Asian wealth management industry is evolving, marked by the rise of larger, more sophisticated firms. High-net-worth clients now expect more comprehensive services, driving firms to offer tailored solutions and adhere to stricter compliance standards.

As the industry shifts, collaboration is crucial. Rather than setting up their own operations, emerging wealth managers benefit from joining established platforms like WRISE, where we provide support in areas like technology and compliance. Our goal is to foster a collaborative ecosystem where both large and small firms thrive.

Our vision is to establish WRISE as a leading independent wealth manager in Asia, known for our personalised approach, deep market expertise, and unwavering commitment to client success. We aim to set new standards in the industry, driving positive change through innovation and collaboration.

WINNER: Lombard Odier

WINNER: LSEG

WINNER: Mirabaud (Middle East) Limited

WINNER: M/HQ

WINNER: Mirabaud (Middle East) Limited

WINNER: Neovision Wealth Management Limited

WINNER: Nedbank Private Wealth

WINNER: Ocorian

WINNER: Patronus Wealth Privé (DIFC) Limited

WINNER: Picard Angst MEA Limited

WINNER: Preqin

WINNER: Re/think

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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The Eleventh Annual WealthBriefing MENA Awards Winners 2024 TECHNOLOGY CATEGORIES (NON-BANKING COMPANIES) CRM Solution

Front Office Solution WINNER

Risk Profiling Solution

Onboarding Solution WINNER

Compliance/RegTech Solution WINNER

Innovative Wealth Management Client Solution

WINNER

Data Provider

WINNER

Client Reporting Solution

WINNER

Innovative FinTech Solution

WINNER

WINNER

Best Blockchain-Based Sourcing Solution WINNER

WINNER

Client Communication Solution WINNER

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

97

EAM CATEGORIES Family Office Proposition by an EAM in the MENA region

EAM Investment Process

WINNER

EAM with AuM up to US$1 Billion

WINNER

EAM with AuM between US$ 1 Billion and US$ 5 Billion WINNER

EAM Leading Female Executive

WINNER

DR. MARIAH KHAN

External Asset Manager (EAM) Newcomer WINNER

EAM Next-Gen Programme

WINNER

External Asset Manager CEO

WINNER

MOHAMMAD ATHAR

WINNER

Overall External Asset Manager (EAM) WINNER

MABLEDON CAPITAL LIMITED

EAM Private Markets Programme WINNER

FAMILY OFFICE CATEGORIES (MENA) Wealth Manager Servicing Family Offices WINNER

Wealth Management Team Offering Family Governance Advice WINNER

Next Generation (Next-Gen) Programme or Service WINNER

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ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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SPECIALIST WEALTH MANAGEMENT CATEGORIES International Financial Centre (IFC)

Global Citizenship/ Immigration Program Offering WINNER

Corporate Services

Most Innovative Wealth Management Model

WINNER

Regional Partnership in the MENA Region WINNER

WINNER

Regionally Based Financial Centre WINNER

WINNER

PRIVATE CLIENT/CONSULTANCY CATEGORIES Legal Advice Provision for UHNW Individuals, Families or Wealth Managers

Private Client Accounting Provision WINNER

WINNER

Estate Planning Service

Tax Team Servicing Private Clients WINNER

Family Office Governance Service Provision WINNER

Management Consultancy WINNER

Family Office Advisory Offering WINNER

WINNER

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

101

INVESTMENT MANAGEMENT CATEGORIES Real Estate Investment Proposition or Service

Structured Product Provider WINNER

Emerging Market Fund Manager

WINNER

WINNER

Overall Fund Manager Regional and/or Global Reach WINNER

VINEET ARORA

Private Market Offering WINNER

Alternatives Offering

Overall Private Bank Investment Team WINNER

WINNER

Private Equity Offering WINNER

TRUST – ESTATE AND WEALTH PLANNING

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WŽǁĞƌĞĚ ďLJ ƚĂŝůŽƌĞĚ ƐŽůƵƚŝŽŶƐ͘ &ŽĐƵƐĞĚ ŽŶ ƉĞƌĨŽƌŵĂŶĐĞ͘

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Luxembourg • Brussels • Geneva • HongͲKong • Monaco • Dubai

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

103

TRUST COMPANY CATEGORIES Institutional Trust and Fiduciary Company

Independent Trust and Fiduciary Company WINNER

Family Office Advisory Offering

WINNER

Foundation Creation WINNER

WINNER

WINNER

INDIVIDUAL COUNTRY OR REGIONAL CATEGORIES

WINNER

WINNER

Family Office Service Provision

Succession and Estate Planning

Private Bank or Wealth Manager Servicing Turkish Clients

Trust and Fiduciary Company with Headquarters outside the MENA Region

Private Bank or Wealth Manager Servicing The Kingdom of Saudi Arabia WINNER

WINNER

WHERE PASSION, PURPOSE AND

PERFORMANCE UNITE Your trusted financial advisor Swiss Private Banking since 2001

NPB Neue Privat Bank AG is registered in Switzerland and authorised by the Swiss Financial Market Supervisory Authority FINMA.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

105

PRIVATE BANKING CATEGORIES Asia-Based Private Bank Active in MENA

Boutique Private Bank

WINNER

Private Banking Service Focusing on the Requirements of the UHNW Woman WINNER

Pure Play Private Bank

WINNER

Private Bank Servicing Clients with Investable Assets over US$ 25m

Private Bank Overall Client Service WINNER

Private Bank - Investment Management Platform WINNER

WINNER

Private Bank ESG Offering WINNER

WINNER

Most Promising New Bank Proposition WINNER

Private Bank Servicing Clients with Investable Assets between US$ 1m - US$ 5m

Private Bank - Client Digital Offering

WINNER

Private Bank - Discretionary Portfolio Management (DPM) Offering

WINNER

Private Bank - Philanthropy Offering WINNER

WINNER

Private Bank - External Asset Manager (EAM) Platform WINNER

Private Bank Wealth Planning Team WINNER

WINNER: REYL Intesa Sanpaolo

WINNER: Standard Chartered Bank

WINNER: SFM

WINNER: SS&C Technologies

WINNER: Taurus Wealth Advisors Limited

WINNER: Telomere Capital SA

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

107

PRIVATE BANKING CATEGORIES (CONTINUED...)

Overall International Private Bank (HQ outside the MENA region) WINNER

Private Bank - Credit Provider WINNER

Shariah-Compliant Wealth Management Offering WINNER

Private Bank - Private Equity Offering WINNER

Private Bank Servicing NRI/NRP Clients WINNER

Best Overall MENA Private Bank WINNER

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

109

LEADERSHIP AND INDIVIDUAL CATEGORIES Wealth Management Rising Star under 40

WINNER

YASMINE OMARI

Leading Individual

WINNER

MARK HIRST

Leading Woman in Wealth Management

WINNER

TASLEEM SAYANI

WINNER

SAMIR ATITALLAH

Lifetime Achievement

WINNER

DR. ABDALLA KABLAN

YANN MRAZEK

Leading Private Bank Chief Executive Officer (CEO)

Leading Technology Professional to the Wealth Management Sector

WINNER

Chairperson

DERRICK TAN

WINNER

WINNER: Union Bancaire Privée, UBP SA

WINNER: Valuefy

WINNER: Waha Capital

WINNER: TMF Group

WINNER: Farro Capital

WINNER: Wealth Dynamix

WINNER: WECAN GROUP

WINNER: WAHA Capital

GLOBAL AWARDS Showcasing The Best in the Industry

Independence, integrity and genuine insight are the watchwords of the judging process.

LEARN MO R E

2024/2025

Announcements Schedule 21 NOVEMBER 2024

WealthBriefing MENA Awards

5 DECEMBER 2024

WealthBriefing Channel Islands Awards

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

OCTOBER 2025

WealthBriefingAsia EAM Awards

For more information: + 44 (0) 20 7148 0188 (UK Office) www.wealthbriefing.com / www.wealthbriefingasia.com / www.fwreport.com