SPRING Investment Management, Julius Baer and SG Kleinwort Hambros were among those companies taking home trophies at this month’s WealthBriefing Channel Islands Awards.
Designed to recognise “innovation and excellence” during the year, the awards are organised by the global private wealth publisher.
The winners of the awards, whose headline sponsor was SG Kleinwort Hambros, were:
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Private banking categories (overall):
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Overall Private Bank – Investec Bank (Channel Islands).
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Pure Play Private Bank – Julius Baer.
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Private Bank Employer of the Year – Barclays Private Bank.
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Private banking categories (team-based):
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Private Bank Wealth Planning Team – Julius Baer.
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Private Bank Credit Provider Team – SG Kleinwort Hambros.
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Private Bank Family Office Services Team – Barclays Private Bank.
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Private Bank Corporate Social Responsibility Team – Standard Chartered.
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Trust categories
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Overall Trust Company with AuA over £5bn – RBC Wealth Management.
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Independent Trust Company with AuA £2bn-£5bn – Alex Picot Trust.
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Independent Trust Company with AuA over £5bn – Accuro Trust (Jersey).
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Trust Company Technology Platform – Spring Investment Management.
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Trust Company ESG Programme – Accuro Trust (Jersey).
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Trust Company Family Office Services – Stonehage Fleming.
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Overall trust category:
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Best Overall Trust Company – JTC.
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Private client and fiduciary service categories:
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Legal Team – Carey Olsen.
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Investment management categories:
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Overall Investment Manager with AuM £2bn-£5bn – Rathbones Investment Management International.
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Overall Investment Manager with AuM over £5bn – Ravenscroft.
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Pension Services – Spring Investment Management.
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Innovative Digital Asset Investment Platform – SG Kleinwort Hambros.
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Marketing and PR categories:
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Marketing and PR Campaign – Crestbridge Family Office Services.
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Technology categories (technology solution providers):
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WealthTech Provider – TrustQuay Viewpoint.
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Front Office – SS&C Advent.
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Transaction Processing – Corpay Cross-Border Solutions.
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Compliance – AI Compliance.
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Onboarding – SS&C Advent.
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Platform Provider – BNY Mellon Pershing.
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Portfolio Management – Spring Investment Management.
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Client Reporting – Spring Investment Management.
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Client Communications – ProFundCom.
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Management Consultancy (Technology) – BDO Jersey.
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Leadership and individual categories:
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Chief executive – Matthew Millard-Beer, Itriom.
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Female leadership – Anna Trickey, group head of legal and compliance, Canaccord Genuity Wealth Management.
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Chief investment officer – Kevin Boscher, Ravenscroft.
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Leading wealth manager/investment professional – Chris Stead, Melville Douglas.
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Lifetime achievement – Matthew Sutton, Rathbones Investment Management International.
Launched last year, the awards are intended to celebrate success among the wealth management community across Jersey and Guernsey and are part of an established global programme recognising excellence in many of the world’s wealth management centres.
Stephen Harris, chief executive of WealthBriefing’s parent company ClearView Financial Media, said: “The second annual WealthBriefing Channel Islands Awards are a prestigious platform that recognise the outstanding achievements and contributions of individuals and organisations in the wealth management sector.
“These awards acknowledge the dedication, innovation and excellence that define this region’s financial landscape.”
