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Winners of the third annual WealthBriefing Channel Islands Awards 2024 were honoured in a ceremony featuring more than 100 guests at Jersey’s Royal Yacht Hotel last week.
Julius Baer, Rathbones Investment Management International and Fort were some of the big winners of the night, taking home two or more awards each.
Categories ranged from technology to investment and private banking and focused on three main areas: experts (individuals and teams), products and services for wealth managers, and clients/institutions of all sizes and types.
The awards were organised by ClearView Financial Media and presented by Group CEO Stephen Harris and Rachel Fokes, Global Awards and Events Head at ClearView.
The programme was said to have demonstrated how Jersey and Guernsey’s “profile as significant international financial centres continues to rise and does so against a backdrop of global change”.
Stephen Harris, ClearView Financial Media’s CEO, and publisher of WealthBriefing, said: "Every category winner and highly commended firm has been subjected to rigorous and independent judging process and be rightly proud of the success they have achieved this year.
“These awards are so beneficial as they give organisations and individuals the opportunity to clarify their strategic thinking, have it independently validated, be recognised internally and externally and to celebrate in style with their peers.
"I offer my congratulations and best wishes for the future to all winners and highly commended firms.”
Private Banking
Overall Private Bank: SG Kleinwort Hambros
Pure Play Private Bank: Julius Baer
Private Bank Employer of the Year: Standard Chartered Jersey
Innovative Use of Technology or Customer Facing Platform: Lloyds Bank International
Private Bank Credit Provider Team: Julius Baer
Private Bank Investment Platform or Solution: Julius Baer
Private Bank Corporate Social Responsibility Team: Standard Chartered Jersey
Trust
Overall Trust Company with AuA over £5 Billion: HSBC Trustee
Independent Trust Company with AuA up to £2 Billion: Fort
Independent Trust Company with AuA between £2 – £5 Billion: Crestbridge Family Office Services
Independent Trust Company with AuA over £5 Billion: Oak Group
Trust Company Fund Administration Service: HIGHVERN
Trust Company ESG Programme: Accuro
Trust Company Employer of the Year: JTC
Trust Company Family Office Services: Stonehage Fleming
Best Overall Trust Company: RBC Wealth Management
Private Client and Fiduciary Services
Accountancy/Accounting Services: BDO Jersey Limited
Family Office Governance: Itriom Limited
Succession Planning Advisory Service: Ocorian
Next-Gen Initiative: Spring Investment Management
Investment Management
Overall Investment Manager with AuM between £2 – £5 Billion: Rathbones Investment Management International
Overall Investment Manager with AuM over £5 Billion: Barclays Private Bank
Wealth Planning: Spring Investment Management
Innovative Digital Asset Investment Platform: The Summit
Insurance
Overall Insurance Product or Service/Platform: Network Insurance & Financial Planning Limited
Technology
Overall WealthTech Provider: PlainSail
Front Office: SS&C Technologies
Compliance: Quantios
Onboarding: Vega Technology
Platform Provider: The Summit
Client Lifecycle Management: Belasko
Portfolio Management: FundCount
Client Reporting: Landytech
Client Communications: ClientWindow
AI Solution: BDO Jersey Limited
Management Solution (Technology): The Summit
Innovative Client Solution: Quantios
Leadership and Individual
Chief Executive Officer (CEO): Jonathan Giles – Rathbones Investment Management International
Female Leadership: Rebecca Goater – Network Insurance & Financial Planning Limited
Leading Wealth Manager/Investment Professional: Joel Graves – Rathbones InvestmentManagement International
Thought Leadership: Itriom Limited
Lifetime Achievement: Jos Ensink – Fort
Pictured top: Lifetime Achievement Award winner Jos Ensink, Chairman of Fort.
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