wealth awards 2016 - clearview publishing€¦ · mina a’salam hotel “lombard odier guests...

Information Pack

AWARDS WealthBriefing GCC REGION

2016

WealthBriefing GCC Region Awards - 2 November 2016 | 2OVERVIEW

Format

2014 saw the launch of the WealthBriefing GCC Region Awards as WealthBriefing set to spread the word about the profession’s achievements to a wider audience. The awards have grown year-on-year and 2016 promises to attract in the region of 200 – 300 senior banking and wealth management professionals, to the awards dinner.

The awards 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.

Independence, integrity and genuine insight will be the watchwords of the judging process. This involved specially convened expert panels drawn from both private banks and trusted advisors and support by relevant third-party organisations.

Winning a WealthBriefing award sets firms apart from their competitors and is a tangible demonstration that they have something special to offer, rewarding achievement, showcasing top class performance and innovation.

We look forward to receiving your entries and seeing you at the 2016 awards ceremony.

How to enter

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Dates for the diary

Entries open 10 April 2016

Entries close 30 June 2016

Shortlist announced September 2016

Award ceremony 2 November 2016

Venue

Mina A’Salam Hotel Al Sufouh Rd,

Jumeriha 6, Dubai,

United Arab Emirates

“Lombard Odier guests really enjoyed the organisation of the event and the quality of attendees. It was most interesting as well

as enjoyable to participate in the ceremony.” Christophe Lalandre, Bank Lombard Odier & Co Ltd

• Click on “categories” tab • Click on “enter category” button • Select categories you wish to enter, fill in form and submit

• Once submitted, you will automatically receive the awards questionnaire you will need to complete your submissions.

WealthBriefing GCC Region Awards - 2 November 2016 | 3JUDGES PANEL

Judging Process

There will be two judging panels for the awards. A panel of trusted advisors who will be responsible for judging the private banking categories. A second panel of private bankers will judge the trusted advisor categories. This is to ensure that commercially sensitive information is kept confidential and to avoid conflicts of interest.

Trusted Advisor Panel

Ausaf AbbasManaging DirectorCoombe Advisors

Laurence BlackRegional Director, Business Development, MENAAsiaciti Trust Group

Tim CasbenPartnerWragge Lawrence Graham

Valérie MantotDirectorSanne Group

Walid S. ChiniaraPartnerDeloitte & Touche, Middle East

Sabila DinChief Executive & FounderDin Consultants

Warren LuytManaging DirectorTrident Trust Company (UAE)

Yann MrazekManaging PartnerM / Advocates of Law

Manoj PrasadExecutive Vice ChairmanQue Capital

Bruce WeatherillChief ExecutiveWeatherill Consulting

Izabella SzadkowskaPartner, Corporate and Commercial DepartmentAl Tamimi

WealthBriefing GCC Region Awards - 2 November 2016 | 4JUDGING PANEL CONTINUED...

Judging Process

There will be two judging panels for the awards. A panel of trusted advisors who will be responsible for judging the private banking categories. A second panel of private bankers will judge the trusted advisor categories. This is to ensure that commercially sensitive information is kept confidential and to avoid conflicts of interest.

Private Bankers Panel

Michael ChahineGeneral Manager, Private BankingEmirates NBD

Gary DuganCIO & Head of Investment Strategy for Global Wealth DivisionNational Bank of Abu Dhabi

Georg HartmannHead of Private Banking Middle East Liechtensteinische Landesbank

Patrick CrowleySenior Vice PresidentBank Lombard Odier & Co

Mannan AdenwallaManaging DirectorLGT Bank (Middle East)

Kieran McDonnellDirectorArbuthnott Latham

WealthBriefing GCC Region Awards - 2 November 2016 | 5QUESTIONS & GUIDELINES

QUESTIONS FOR ALL CATEGORIES

Important note

Please ensure that your submission does not exceed 1000 words. The judges will be taking this into consideration during their deliberations.

Please provide the following in your submission:

1 Thumbnail profile (150 words max) on your organisation, geographical reach and operating/service delivery model. 2 Confirmation of a clean bill of regulatory health. 3 Information on any relevant changes in ownership or control if appropriate.4 Short profile of the team or individual.5 Key achievements and developments during 2015/2016.6 Identify what marks you out from your peers.7 Please provide any metrics that you feel are appropriate. The judges will be particularly sensitive to quantitative information provided which will allow them to factually assess that the reasons for which your firm believes it deserves the award are grounded.

You may provide an appendix of case studies and testimonials to support your submission if you so wish. Please limit this to 2 pages. This does not form part of the word count.

General Guidance

• Maximum of 1,000 words per category, not per question.• Entry to be submitted in no more than 5 pages of A4 portrait format.• Graphics can be included but should be done so judiciously and to illustrate a specific point.• No links to marketing material is required.• All entries must be submitted in PDF format, clearly showing the following within the body of your document: - Company name - Name of award category (as detailed in this questionnaire) - Total word count• Please type out each question and answer in the order they appear in this questionnaire. • When you save your document, please ensure that you display the award category followed by your company name e.g. UK Private Bank – Company Name.• Please submit your nomination to Jackie Boole, Event Director, email: [email protected] by midnight UK time on 30 June 2016.

The WealthBriefing GCC Region Awards will be assessed on innovation and excellence achieved in 2015/2016, as recognised by the wealth management industry.

The nomination process is changing for the 2016 awards in order to make this a more time efficient exercise for nominees and for the judges.

Key acronyms

HNW High-net worthUHNW Ultra-high-net worthAuM Assets under managementAuA Assets under advisement

CSR Corporate, social responsibilityTER Total expense ratioIFC International finance center

WealthBriefing GCC Region Awards - 2 November 2016 | 6CATEGORIES & CRITERIA

Marketing / PR Categories

Best marketing campaign (Online, print, brand launch/relaunch) Awarded to: Wealth managers or other private client practitioners who have used online or print channels to promote their services to private clients or to raise their profile either within the industry or to clients. This might include effective and innovative brand launch or relaunch in the private client world, either a whole business unit or a product/service within an existing business.

Best PR programme Awarded to: An in-house PR team or PR agency operating in the GCC Region wealth management sector for the impact of their work (campaign or project). Judges will be sensitive to all quantitative information presented to help them assess the merits of the submission.

Private Banking Categories

Overall GCC private bank Awarded to: Local or international private banks with operations in the GCC.

United Arab Emirates private bank (Local) Awarded to: Local or international private bank with operations in the United Arab Emirates.

United Arab Emirates private bank (International) Awarded to: Local or international private bank with operations in the United Arab Emirates.

Best private bank (Client service) Awarded to: A private bank for excellence and innovative client service.

Best private bank (Investment management platform) Awarded to: A private bank which demonstrates a superior client investment management platform.

Best private bank (Talent management) Awarded to: A private bank demonstrating superior talent acquisition, training, support and management.

Wealth Management Technology Categories (open to technology vendors only)

Frontofficesolution Awarded to: CRM, client reporting, client risk profiling, portfolio management.

Transaction processing solution Awarded to: Straight through processing, core banking.

Portfolio management Awarded to: Technology solution providers specialising in tools for managing clients’ investment portfolios.

Client communications and reporting Awarded to: Technology solution providers specialising in tools for wealth managers to communicate with clients.

Data provider Awarded to: Business providing financial data to private banks and other wealth managers.

Outsourcing solution Awarded to: Third-party organisations providing business processes or systems to wealth management businesses.

WealthBriefing GCC Region Awards - 2 November 2016 | 7CATEGORIES & CRITERIA CONTINUED...

Investment Management Categories

Independent wealth manager Awarded to: This award seeks to recognise independent wealth managers operating in the GCC Region which have a demonstrably client-focused model and which are innovators in the space. Fund manager (global reach) Awarded to: Providers of collective investments for the private client community.

Fund manager (regional reach) Awarded to: Providers of collective investments for the private client community.

Private Client Categories

International legal team Awarded to: Law firm team or individual lawyer based in the Middle East dedicated to international private client issues.

Regional legal team Awarded to: Law firm team or individual lawyer based in the Middle East dedicated primarily to regional private client issues.

Tax / accountancy team Awarded to: Team in accountancy firm/consultancy specialising in reporting, transacting or wealth structuring for private clients.

Institutionaltrustorfiduciarycompany Awarded to: Entries only eligible from trust companies that are part of a non-trust parent. Independenttrustorfiduciarycompany Awarded to: Entries are only eligible from trust companies independent of larger non-trust businesses, for instance not part of a bank, law firm and accountancy firm.

Wealth Management Technology Categories (open to any organisation)

Change management process Awarded to: Banks, wealth managers or system integrators who have successfully implemented multi-functional change programmes to significantly improve client experience and performance.

Best implementation of a technology solution Awarded to: A technology vendor or its client.

Riskprofilingsolution Awarded to: A technology solution to help wealth managers assess and document the risk appetite of clients.

Risk management Awarded to: Technology solution providers specialising in tools for wealth managers to manage risk.

CRM system Awarded to: Client relationship management systems for wealth managers.

On-boarding Awarded to: Technology solutions to help wealth managers bring new clients into their organisation.

Innovative client solution This award seeks to recognise institutions which have developed innovative products and services for their clients as part of a solutions-focused service model.

“Thank you for such an amazing night.”Sandy Shipton

WealthBriefing GCC Region Awards - 2 November 2016 | 8CATEGORIES & CRITERIA CONTINUED...

Corporate social responsibility/diversity Awarded to: Organisations with a good record in being modern, responsible and inclusive.

Internationalfinancecentre Awarded to: Open to IFCs wherever they are in the world.

Multi-familyoffice Awarded to: Multi-family office business based the in GCC region. Can be an international or local player.

Islamicfinanceoffering Awarded to: Offerings from private banks or wealth managers to facilitate the requirements of clients who wish to follow Islamic principles in their financial dealings.

Philanthropyoffering Awarded to: Private client businesses or practitioners who advise individuals or families on their philanthropic activities.

FX solution provider Awarded to: Local provider of foreign exchange services to wealth management organisations or clients.

ETF provider Awarded to: Fund/asset manager that makes exchange-traded products available for local wealth management clients.

Leading individual (bank) Age and experience is no bar but something special should mark out this individual working in the private client world. Entries only applicable from individuals working within a bank.

Leading individual (advisor) Age and experience is no bar but something special should mark out this individual working in the private client world. Entries only applicable from individuals not working in a bank e.g lawyer, wealth manager, accountant etc.

Rising star Awarded to: A private banker or wealth manager under the age of 35 who is not yet in a senior management position but shows the potential to be a leading individual.

Compliance Awarded to: The compliance function of a wealth management or private client operation.

Women in wealth management (Individual or company contribution) Awarded to: Women in private banking or wealth management who are an inspiration both to female clients and colleagues and for wealth management organisations which demonstrate support for women in their career development.

Outstanding contribution to wealth management thought leadership (Individual or company contribution) Awarded to: Open to individuals or organisations who have made an outstanding contribution to thought leadership in wealth management.

Other Wealth Management Categories

WealthBriefing GCC Region Awards - 2 November 2016 | 9WHY SPONSOR

Previous sponsors

Media

All sponsors will receive coverage in WealthBriefing and also feature in the awards programme together with other media listed as follows:

WealthBriefing (30,000 subscribers)

WealthBriefingAsia (16,000 subscribers)

Family Wealth Report (12,000 subscribers)

Offshore Red (16,000 subscribers)

Benefits

These prestigious awards recognise excellence within the wealth management sector.

In addition they provide your business with a highly affluent, captive audience of private bankers, lawyers, accountants, financial advisors and technology providers across the wealth management sector.

Consequently these awards present your business with a unique opportunity to be involved in industry sector sponsorship giving your company the following:

• Exposure across our subscription base and associated international

media (60,000 subscribers worldwide)

• Extensive brand exposure on the night to over 300 - 350 of the world’s

leading wealth management professionals

• The opportunity to target an affluent market with high disposable

income

• Excellent networking opportunities with senior decision-makers

• Association with leading industry awards

• The chance to develop new contacts and expand your sales network

• Increased brand exposure within the wealth management sector

“Well done on your successful event last night”

Muwaffak A Bibi - Chairman-Middle East & North Africa, Citi Private Bank

bitarisk.B E T T E R I N T E L L I G E N C E T H R O U G H A N A L Y S I S

WealthBriefing GCC Region Awards - 2 November 2016 | 10SPONSORSHIP OPPORTUNITIES

For sponsorship opportunities contact

Hugo Chamberlain - WealthBriefing - LondonTel: +44 (0) 207 148 0188

[email protected]

(+ VAT if applicable)

WealthBriefing is part of ClearView Financial Media Ltd, registered at Heathman’s House, 19 Heathman’s Road, London, SW6 4TJ, United Kingdom. Tel: +44 (0)207 148 0188

Headline Sponsorship

• Verbal acknowledgement from awards host 3

• Tickets to awards dinner 20

• Branding on awards backdrop 3

• Logo attribution in awards programme 3

• Full-page colour advertisement in awards programme 3

• 300-word profile in event guide distributed to all attendees and press 3

• Web banner on main awards event website with link 3

• Opportunity for welcome speech from main awards podium at the start of the evening 3

• Naming rights for relevant award category 3

• Opportunity to present award to category winner 3

• Opportunity to present Rising Star, Leading Individual and Lifetime Achievement awards 3

• Banner on awards homepage 3

• Logo on table plan 3

• Logo on table numbers 3

• Interview with Group Editor of WealthBriefing 3

USD 37,000Other sponsorship opportunities available on request

“Thanks Jackie for the flawless organization … I want to thank WealthBriefing and the

judges for this recognition.”Carmen Haddad, Citi Private Bank




[email protected](+ VAT if applicable)


Drinks Reception Sponsorship








• Opportunity for welcome speech from main awards podium at the start of the evening 3

• Branding in the drinks reception area (to be approved by organiser) 3

USD 15,000Other sponsorship opportunities available on request

Award Category Sponsorship








• Naming rights for relevant award category 3

• Opportunity to present award to category winner 3

USD 14,000

“We have already received some great industry and client feedback, and this is a really valuable achievement for our business. The ceremony and networking opportunities were excellent, so thank you for putting on such a great event.”Atul Mehta, Eagle Investment Systems




[email protected]


Other sponsorship opportunities available on request

Ticket prices

Single ticket USD 840.00

Table of ten USD 8,000.00



After Party Sponsor








• Opportunity to host the after party (located at a separate venue to awards) 3

USD 12,000

Wine Sponsor








• Branded wine labels 3

USD 7,500

WealthBriefing GCC Region Awards - 2 November 2016 | 13

Previous attendeesinclude:

Abu Dhabi Islamic BankABN AMRO BankAdventArbuthnot LathamAsiaciti TrustBanque International de Luxembourg

BarclaysCiti Private BankCoombe AdvisorsCouttsCoutts & Co TrusteesDalma CapitalDeloitteDeloitte Corporate FinanceDIFC AuthorityDin Consultants

Dominion Fiduciary ServicesEdward W Kelly & PartnersERI BancaireEYFinantixJersey FinanceLGT (Middle East)Lombard OdierM / Advocates of LawMainstay Services

Mashreq Private BankingMcLaganMilltrust InternationalMirabaudMondialNational Bank of Abu DhabiNedbankNorthern TrustOpus PrivatePwC

QUE Capital Limited (DIFC)RasmalaRussell InvestmentsSanneScope InvestmentsSheffield HaworthSidra CapitalSimon Kucher & PartnersSovereign Corporate ServicesStandard Chartered Private Bank

Tajweez Advisory/AlTouq GroupTrident Trust Company (UAE)Union Bancaire PriveeWealthBriefingWragge Lawrence Graham

AWARD ATTENDEES

Profileofattendees

• Chief Executive• Managing Director• Managing Partner• Partner• Head of Private Banking• Head of Wealth Management

“Congratulations for arranging such a well attended event. We all had a great time.”Hanna Ylijukuri, Director , Sanne Group Dubai Limited

wealth awards 2016 - clearview publishing€¦ · mina a’salam hotel “lombard odier guests...

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