ACCLAIM
RECOGNISING LEADERS AC ROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY THROUGH THE WealthBriefing AWARDS PROGRAMME
The Third Annual WealthBriefing Channel Islands Awards 2024
SIMPLIFYING LIFE’S FINANCIAL CHALLENGES
We strive to make a difference to our clients, our communities and our people.
As a responsible bank, we help clients build sustainable legacies.
SG Kleinwort Hambros Bank Limited, Jersey Branch is regulated by the Jersey Financial Services Commission and the Financial Conduct Authority. The Company’s principal address in Jersey is PO Box 78, 38 Esplanade, St Helier, Jersey JE4 8PR. Services provided by SG Kleinwort Hambros Bank Limited, Jersey Branch will be subject to the regulatory regime applicable in Jersey, which differs in some or all respects from that of the UK. For UK-resident clients certain FCA protections may apply in addition to those available under the Jersey regime in certain specific circumstances.
SG Kleinwort Hambros Bank Limited, Guernsey Branch is licenced and regulated by the Guernsey Financial Services Commission to provide deposit taking services, investment business services, as well as lending, credit & finance services, and is also registered as a money services provider in Guernsey, it is also regulated by the Financial Conduct Authority. The Company’s principal address in Guernsey is PO Box 6, Hambro House, St Julian’s Avenue, St Peter Port, Guernsey, GY1 3AE. Services provided by SG Kleinwort Hambros Bank Limited, Guernsey Branch will be subject to the regulatory regime applicable in Guernsey, which differs in some or all respects from that of the UK. For UK-resident clients certain FCA protections may apply in addition to those available under the Guernsey regime in certain specific circumstances.
SG Kleinwort Hambros Bank Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority in the UK. The Company is incorporated in England & Wales under number 964058 with registered office at One Bank Street, Canary Wharf, London E14 4SG.
Foreword
TOM BURROUGHES
Group Editor, WealthBriefing
The WealthBriefing Channel Islands Awards, now in their third year, are designed to salute top-class achievement in a sector that continues to stand out as a beacon of stability in what can be volatile times.
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 UHNW clients. These awards are also useful for keeping up to speed with the latest sector developments and for practitioners to observe their peers and be motivated to succeed in future. 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 they remain relevant.
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. In the end, the quality of the people drives the success of the Channel Islands’ wealth sector. These awards are a salute to that quality.
Contents
The islands of Jersey and Guernsey, UK Crown Dependencies with a tradition of independence, remain some of the world’s most important International Financial Centres.
Banks, fund administrators, professional services firms and other parts of the wealth sector ecosphere in Guernsey include HSBC, JTC, Ocorian, Rothschild & Co, Equiom, J Safra Sarasin, CSC, Royal Bank of Canada and SG Kleinwort Hambros, to name a few. Law firms with a strong cross-border focus include Appleby, Bedell Cristin, Mourant and Carey Oslen (source: Guernsey Finance).
Many of these firms also operate in its neighbour, Jersey. And this island has institutions such as Barclays, BNP Paribas Securities Services, Citibank, EFG Private Bank, HSBC and Nedbank (source: Jersey Finance).
Both islands have taken big steps to promote themselves around the world. Jersey Finance, for example, which is a
private-public body promoting the island's financial sector, is often on the road, advocating its offerings in regions such as the Middle East. This is an example of how while IFCs compete with one another, there's a level of collaboration and networking that goes on as well. Jersey Finance has offices in London, Hong Kong, New York, Shanghai, Singapore and a representative in Africa. Guernsey Finance has international representatives around the world.
Decades ago, these IFCs were very different, but a period of reform, focus on transparency and professionalism has elevated them, sometimes giving so-called onshore hubs a run for their money in terms of compliance, reliability, transparency and value.
With a number of countries, such as the UK, tightening the screws on HNW individuals in terms
tax and the phase-out of the resident non-dom regime, the Channel Islands' attractions
The Judging Panel
The 2024 awards programme was focused around three main category groupings: experts (individuals and teams); products and services for wealth managers/clients; and institutions of all sizes and types in the Channel Islands region. Independence, integrity and genuine insight were the watchwords of the process, with the judging panels made up of some of the industry’s top trusted advisors and bankers. Judges were split into groups dependent on their industry; so trusted advisors were responsible for judging the private banking categories and private bankers judged the trusted advisor categories. This ensured that commercially sensitive information was kept confidential and conflicts of interest were avoided.
KATE ANDERSON Managing Partner and Advocate Voisin Law LLP
STEVE DYSON Director Investment & Wealth Management Consultants
SEAN KIERNAN CEO and Founder Greengage
PHIL MCILWRAITH Branch Manager SG Kleinwort Hambros Bank
ANDY SMITH Head of the Jersey Branch & Head of Trust and Corporate Banking Investec
IAN WOODHOUSE Board Advisor and Partner Various
HENRY BAYE Chief Executive Officer Standard Chartered Jersey
DOMINIC COYNE Director - Funds Fairway Group
JAMES FLEMING Vice Chairman VAR Capital
MICHELLE LE HÉRISSIER Consultant
WENDY INNS Director - Private Wealth VG Trust & Corporate Services Limited
EDWARD LOADER Founder and Managing Director Integritas Wealth Partners
ROBERT MONTICELLI Senior DirectorPrivate Client Services JTC
BRUCE WEATHERILL Chief Executive Weatherill Consulting
ELIZABETH SHAW Trust Director Affinity Private Wealth
JOHN WOOD Managing Director FCM Limited
VICTORIA YATES Partner Collas Crill
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WINNER: Accuro
WINNER: Barclays Private Bank
WINNER: BDO Jersey Limited
WINNER: ClientWindow
WINNER: Belasko
WINNER: Crestbridge Family Office Services
WINNER: Fort
WINNER: HIGHVERN
WINNER: Itriom Limited
DIFFERENT BY DESIGN
Accuro specialises in trust structures for high net worth individuals and families seeking to responsibly preserve wealth across generations.
Being founder, management and staff owned, Accuro has the freedom to pursue its mission with passion. The way we operate and who we partner with, can only be made possible by our independence.
Accuro’s Sustainable Mission Shaping Wealth Management's Future
Paul Douglas MD, Jersey Accuro
Winner
• Trust Company ESG Programme
What was the winning formula of your firm/you that explains why you won?
We believe that it is not enough as trustees to consider the financial best interests of beneficiaries. In a world that is changing before our eyes, from a human-made climate crisis to global pandemics, wars and unprecedented wealth inequality, financial security is no longer enough.
Clients expect strong performance from their assets, but they, and their children and grandchildren, are increasingly aware and concerned about the global crisis and are keen that their legacy be a contribution to the solution.
Please describe how your colleagues made a difference?
Accuro has several active forums delivering its sustainable missions. These include the Sustainability Impact Forum and the Staff Representative Forum. Our people commit to volunteering across a wide variety of initiatives from beach cleans and tree planting to supporting food banks and orphanages, to pro bono work, amounting to around 2,000 hours annually. Their contributions to our annual Communication on Progress for the UNGC and to our first ever independent sustainability audit have been invaluable.
Several colleagues participated directly in the content development for Equilibrium Futures training programme, for which Accuro is lead sponsor. This programme delivers comprehensive and credible sustainable finance education to offshore financial services practitioners.
Many of our senior staff have spoken publicly about sustainability and contribute to thought leadership, government lobbying and regulatory change on this subject. Our CEO is on the STEP working group for the Responsible Stewardship of Wealth.
What sort of challenges did you surmount to reach this level and how have you been able to succeed in such fast-moving circumstances?
Apathy from the industry, investment short-termism and a lack of comprehensive, independent and standardised
sustainability reporting for investment have all presented challenges.
By staying true to our values and upskilling our network, we have built momentum and conviction around this necessary evolution of the industry.
Accuro believes in systemic change, and we have witnessed our networks gradually shifting into alignment with us.
Who inspires you, either inside or outside your organisation?
The NextGen both inside our business and within our client base are a continued source of inspiration. Values-led, unafraid to challenge and to fight for future, their rejection of the profit-at-any-cost model is testament to their collective strength of conviction and an example we can all learn from.
How do you hope your firm will benefit from getting this award?
This award will help raise awareness of our efforts both on Jersey and in the wider industry. Not only does it highlight our commitments and attract like-minded talent and clients, we believe that it can also be a lever for inspiration and systemic change within our professional networks.
Where do you see the wealth management industry and your part of it going in the next five years?
With seismic political and tax changes, conflicts, cybercrime, the climate crisis, and the growing disparity in the public perception of wealth navigating family wealth is increasingly complex. Further, doing so while holding true to collective values requires a collaborative approach between family and professional advisors. Continuous engagement is imperative. A business model that enables this is crucial as the holistic needs and aspirations of wealthy multi-generational families become ever more integrated into wealth planning strategies.
Barclays: Global Insights, Local Impact
Entrusted in the primary global wealth hubs and corridors, Barclays Private Bank Crown Dependencies provides comprehensive specialist investment, banking, lending and wealth advisory services to the world's most influential individuals and their families, alongside trusts, charities and family offices.
What was the winning formula of your firm/you that explains why you won?
Barclays has been managing investments in the Crown Dependencies for more than 40 years, and as a bank, we’ve been providing on-island services for over 100 years. Throughout, we’ve taken the benefits of a global organisation, plus deep local knowledge, to adapt to the offshore environment. The consistency and quality of our philosophy and network drives the returns, the culture and efforts of the team, creating an outstanding business.
Please describe how your colleagues made a difference?
Barclays in the Crown Dependencies operates a deal-team approach to all relationships. A Relationship Director provides dayto-day support to clients, while a dedicated Investment Specialist provides regulated advice, as well as access to specialist products and services associated with running a successful investment portfolio. As our business and client base has grown, the Crown Dependencies Investments team has also expanded, with more than 25 full-time professionals supported by our globally based teams (across multiple geographies and disciplines).
What are you going to do to remain competitive and stay ahead?
Over the past 12 months, we’ve expanded our holistic philosophy to investing. Our framework considers differing client needs from liquidity through lifestyle to legacy, then expands both the asset
Simon Smith Head of Overseas Investments and Brokerage Barclays
• Overall Investment Manager with AuM over £5 Billion Winner
classes and the opportunities clients can access, while accounting for the behavioural biases that we naturally have as human beings.
By taking each part of the client’s journey and making it ‘deliberate’, with balanced advice and guidance along the way (informed by the Barclays global support), we feel we are giving our clients the very best chance of exceeding their financial goals.
What sort of challenges did you surmount to reach this level and how have you been able to succeed in such fast-moving circumstances?
Investment management is a highly competitive sector. The main challenges we face are how to clear the ‘noise’ for clients to be well-advised and well-served. The psychological heuristics (rules of thumb) we all utilise can therefore become dangerous in decision-making. Effective investment advice and management needs both trust and belief alignment, but also a baseline of detailed critical thinking, planning, and a world-class investment philosophy to succeed.
How do you hope your firm will benefit from getting this award?
WealthBriefing is an industry powerhouse – so it’s a wonderful accolade, especially against such a well-respected shortlist.
Ultimately, it’s our clients who judge us, but recognition such as this inspires us to strive further, continuing to innovate, listen to clients, and evolve our offering. It also further increases the visibility of Barclays as an investment house, helping us to showcase the teams’ capabilities to support individuals and their families, as well as institutional investors.
Embracing the Future of Work with Digital Agents
In an era of rapid technological change, digital agents are transforming workplaces by automating routine tasks such as data entry, invoicing, and responding to system queries. This frees up staff to focus on strategic and creative endeavours, enhancing both productivity and employee satisfaction. Integrating digital workers into operations not only drives efficiency but also creates healthier, happier workplaces.
What Are Digital workers?
Digital workers utilise advanced technologies like artificial intelligence (AI), machine learning, robotic process automation (RPA), and visual intelligence to perform tasks traditionally handled by humans. While many are familiar with consumer tools like Alexa or Siri, workplace digital agents are tailored to enhance business processes, offering sophisticated automation that reduces the burden of repetitive tasks.
Shaping the Future of Work
Adopting digital agents isn’t just about efficiency; it’s a transformational shift in workplace dynamics:
• Empowering Employees: By automating mundane tasks, digital agents allow employees to focus on high-value, fulfilling work, fostering innovation and productivity.
• Collaboration with Digital Tools: Digital agents are evolving into trusted partners, helping manage workloads and becoming essential team members.
• Upskilling for the Future: Businesses that invest in employee training for automation initiatives create a skilled workforce capable of managing and enhancing digital tools, driving smarter decisions and adaptability
Why Transformation Is Essential
To meet immediate objectives and achieve long-term growth,
John Gamble Director of Professional Services at C5 Alliance BDO Jersey
Winner
• Accountancy/ Accounting Services
• AI Solution
companies must embrace synergy between human talent and digital agents. This blend of skills and technology leads to improved productivity, greater innovation, and a more satisfied workforce.
AI Solutions with C5 Alliance
As Director of Professional Services at C5 Alliance, I’ve seen firsthand how AI is revolutionising business operations. Our Data and AI team helps organisations harness the power of AI to unlock potential. Using secure GPT models deployed within a client’s Microsoft Azure environment, we provide context-specific solutions to address various needs:
• Staff and Customer Services: GPT models act as inquiry knowledge bases, answering questions on policies, procedures, and guidelines. This reduces strain on service teams and provides instant, accurate responses.
• Research and Development: AI accelerates productivity by enabling scenario simulations, supporting informed decision-making, and enhancing research.
• Enhanced Communication: From drafting marketing content to analysing feedback, AI enables more effective communication strategies and identifies key trends.
Conclusion
Digital agents represent the future of work. By automating routine processes and empowering employees, businesses can overcome challenges, achieve goals, and foster more innovative, efficient workplaces.
About C5 Alliance
C5 Alliance, sister company of BDO Jersey, is a leading technology services provider specialising in Data & AI, Cloud & Infrastructure, Applications, and IT Managed Services. As an accredited Microsoft partner, C5 Alliance is committed to driving business transformation through innovative technology solutions, helping clients achieve operational excellence and strategic growth. For more information or to schedule a demo, contact C5 Alliance to see how digital agents can revolutionise your workplace.
We are the next generation private wealth provider
Our private wealth team provides bespoke solutions, drawing on many years' experience of managing the needs of high-net-worth individuals, family offices and entrepreneurs. We work closely with advisers to provide tailored services across philanthropy, entrepreneurship, sustainable investing and next generation succession planning.
$12 bn assets under administration
4 strategic locations 120+ expert employees
Belasko: Pioneering Personalised Wealth Management Solutions for the Future
James Michel Director Private Wealth Belasko
What was the winning formula of your firm that explains why you won?
Belasko's success is rooted in our ability to provide tailored, high-quality private wealth services supported by leading technology. Our solution for providing innovative client lifecycle management ensures seamless support across every stage of wealth creation, preservation, and transition.
Belasko's bespoke services, from global asset reporting to strategic asset allocation, showcase our commitment to delivering comprehensive solutions that address evolving client needs.
This focus on personalisation backed by an experienced team, positions us as a leading private wealth provider.
Please describe how your colleagues made a difference?
Our team’s expertise and dedication are at the heart of Belasko’s success. They combine deep industry knowledge with a proactive, client-centric approach to ensure exceptional service delivery. Our client servicing teams excel in building trust, offering concierge-level support, and navigating complex financial structures with precision. Their collaboration and shared commitment to client success have cemented Belasko’s reputation for excellence.
What are you going to do to remain competitive and stay ahead?
To remain competitive, Belasko will continue to innovate and invest in technology to enhance client experience and operational efficiency. We’ll continue to strengthen partnerships with industry experts, ensuring we stay at the forefront of industry trends. By fostering a culture of continuous learning and client-first thinking, we’ll maintain our edge in the dynamic wealth management landscape.
What sort of challenges did you surmount to reach this level, and how have you succeeded in such fast-moving circumstances?
Operating across multiple jurisdictions, Belasko has navigated complex regulatory landscapes and rapidly changing market dynamics. Integrating advanced technology was another challenge, requiring significant investment and expertise. Our ability to adapt allows us to overcome these obstacles. By anticipating client needs and delivering tailored solutions, we’ve successfully supported clients through economic uncertainties, tax changes, and evolving global investment trends.
How do you hope your firm will benefit from getting this award?
Winning this award validates our commitment to excellence and bolsters our reputation as a leading private wealth provider. It enhances our visibility among prospective clients and our intermediary network, strengthens our position in competitive markets and will hopefully open doors to new opportunities and partnerships. Internally, it motivates our team, showcasing their contributions to achieving industry recognition.
Where do you see the wealth management industry and your part of it going in the next five years?
The wealth management industry will continue evolving, driven by technological advancements, ESG priorities, and the growing importance of the ‘Great Wealth transfer’. Belasko is poised to lead this transformation by offering innovative solutions and supporting next-generation wealth holders. As clients seek more transparency and personalisation, Belasko’s blend of cutting-edge technology and extensive team expertise will remain pivotal in meeting these demands.
Belasko's ability to navigate complexity, deliver innovation, and prioritise client success sets us apart. This award reinforces our leadership in private wealth management, motivating us to continue exceeding expectations and shaping the future of the industry.
ClientWindow: The Compliance Game-Changer for Client Communications
Following their win as best in 'Client Communications' we spoke to co-founder David Moehle about ClientWindow. This innovative communications platform seamlessly integrates WhatsApp and WeChat with email for compliant client communications.
What was the winning formula of your firm that explains why you won?
ClientWindow’s success lies in its ability to solve a very real and widespread problem. As accountants, myself and co-founder Tim Zeale, saw firsthand the compliance risks and operational inefficiencies created by using off-channel messaging apps like WhatsApp. Instead of accepting the limitations of existing tools, we built a platform that bridges the gap between what clients want - instant, convenient messaging - and what firms need - compliance and operational oversight.
Our approach has also always been client-focused. By integrating WhatsApp and WeChat with business email systems, we created a solution that doesn’t require clients to change how they communicate while giving firms complete control over message retention and compliance. This balance of simplicity, innovation, and practicality has been key to our success.
What are you going to do to remain competitive and stay ahead?
To stay ahead, we are focused on three key areas: innovation, adaptability, and excellent client service. We continually enhance ClientWindow to ensure it meets the evolving needs of businesses. We listen to our clients and use their feedback to expand our offering, creating new features to meet their needs. We actively seek and create new integrations with other practice management tools such as Hubdoc, Apron, Dext and AutoEntry. As we look to the future,
Tim Zeale & David Moehle Co-founders ClientWindow
we are also exploring how AI can transform how firms interact with clients within ClientWindow.
What sort of challenges did you surmount to reach this level, and how have you been able to succeed in such fast-moving circumstances?
Creating ClientWindow was a journey that came with its fair share of challenges. The first was identifying and validating the problem. Many firms didn’t realise how significant the risks of off-channel messaging were until regulations tightened and fines increased.
Developing the technology itself was another hurdle. Connecting WhatsApp to email sounds simple, but the back-end technology required to ensure seamless communication, compliance, and scalability is complex. Another challenge was entering the software market as accountants. It required a shift in mindset and learning an entirely new industry. However, our hands-on experience in accounting gave us the insight needed to create a practical solution, and the overwhelmingly positive response from firms has validated our efforts.
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 cusp of a significant transformation driven by technology and regulation. Client expectations are changing rapidly, with more demand for real-time, personalised communication. Tools like ClientWindow will become essential, as firms will need to provide seamless client experiences while adhering to stricter data protection and compliance standards.
We also see AI playing a central role in the industry, automating tasks like data analysis, reporting, and even client interaction. Firms that adopt these innovations will improve efficiency and be better equipped to navigate complex regulations.
At ClientWindow, we aim to lead this charge by continuously innovating and offering solutions that empower firms to meet these challenges head-on.
• Client Communications Winner
Relationship-Driven Excellence: The Formula Behind Success in Wealth Management
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.
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
Heather Tibbo CEO
Crestbridge Family Office Services
• Independent Trust Company
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. 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 long-term 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. International mobility will likely be increasingly important as families become more geographically spread and multi-jurisdictional 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.
Strength in Progress
Excellence in Offshore Trust & Corporate Services
Forts Winning Formula: Putting People First Propels Success & Growth
What was the winning formula of your firm/you that explains why you won?
Fort’s strength lies in its people. Our formula is prioritising a "people first" approach – investing in our staff, offering leading incentives, and providing tools to achieve personal and professional goals. This culture has enabled us to deliver exceptional client service consistently.
With clients spanning over four decades and staff averaging over 10 years in tenure, we offer stability, continuity, and reliability. Fort’s consistent growth over 50 years reflects our strong values and ongoing investment in development.
We’re proud to have never lost a client to another provider, maintained a clean regulatory record, and built a long-standing cohort of loyal staff and clients. Winning this recognition is a testament to our hardworking team, and this achievement is dedicated to them.
How did your colleagues make a difference?
Our team’s expertise, dedication, and collaboration are at the heart of our success. They build personal, trusted relationships with clients, which is crucial in the trust sector.
This year, we’ve expanded our management team to drive the next phase of growth. Key hires include Lisa Le Ray as Head of People, Joe Woodward as Director, and Jack Castleman as CFO, with further leadership additions planned. A high-performing, incentivised team is essential to our success, and we’ll continue to invest in our people.
What are you doing to stay competitive?
Fort’s independence is a unique selling point in a market dominated by private equity-backed consolidation. Clients value the stability and long-term strategy that independence offers. This differentiates us and positions us well for significant growth.
As we look to the next 50 years, we’ll focus on securing advanced technology, enhancing regulatory compliance, attracting top talent, exploring new markets, and strengthening our exceptional client service model.
Where do you see the wealth management industry going in the next five years?
Offshore services remain in demand despite negative perceptions. While tax benefits have diminished, the focus is now on highly professional services in well-regulated jurisdictions. The Channel Islands’ proximity to the UK gives us a competitive edge, and we’ve seen encouraging growth this year.
Clients increasingly prioritize ownership, culture, and values in their service providers, aligning with Fort’s strengths. The industry is also adapting to a generational wealth shift. Younger clients demand sustainability, transparency, and social responsibility in wealth management.
Fort has invested significantly in its operational model and management team to prepare for the future. Raising our brand profile has been pivotal, driving growth beyond expectations in the first year of our new strategy.
Opportunity defines the future of the wealth management industry. Fort is well-positioned to capitalise on these opportunities, both as a business and within the Guernsey and Alderney jurisdictions. We’re optimistic about the next five years and are actively pursuing growth.
Graham McCormack CEO
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Celebrating A Journey of Growth, Community, and Success
Joseph Ensink Executive Chariman Fort
Fort celebrated 50 years of business in 2024 as an independently owned offshore trust company, and I am proud to have overseen this journey as Executive Chairman for over three decades. However, it is not just the anniversary of assisting clients, it is a celebration of putting people first for 50 years.
With a considerably low staff turnover and an average length of service of over 10 years, we pride ourselves in collaborating with our community, be it with clients or colleagues.
Please describe how your colleagues made a difference?
I have always believed in small enterprises and the community feel of them. However, with help from colleagues and our team, our family has expanded over the past few decades. We can assist clients on a larger scale while maintaining the one-to-one feel of a small business.
While we can name many colleagues from our offices in Guernsey and Alderney who keep the wheels turning, Fort is a team effort and we could not have got to this point without every single person.
I want to give thanks to the whole team who have dedicated their time to making Fort a success, and a special mention to our CEO, Graham McCormack, who has been vital in guiding Fort into our next strategic era.
How do you hope your firm will benefit from getting this award?
This award confirms that what Fort has been working for over the past 50 years has been truly beneficial – a fitting end to a celebratory milestone - and I hope this will fuel and continue our momentum as we plan for the next 50 years and beyond.
I am proud of the team for their WealthBriefing Channel Islands award and this individual accolade fills me with pride and gratitude for the people who have supported me and helped make Fort into what it is.
Where do you see the wealth management industry and your part of it going in the next five years?
With the evolving landscape of wealth management, including the rise of entrepreneurs, the importance of succession planning and the heavy expansion of AI, there are increasing marketing and educational opportunities. For us, it is important to maintain humanity behind every business transaction, be it with a client or colleague.
Getting the policies in place is crucial as there are a lot of responsibilities when trusted with somebody’s wealth. You must care for them like family. Therefore, we will always be there to support our clients, present and future, through this developing environment.
HIGHVERN: Leading the Way in Wealth Management
What would you say is the secret behind your winning formula?
Our success comes down to a client-first approach. We prioritize exceptional service delivery, foster trust-based relationships, and continuously innovate. Leveraging cutting-edge technology like Agile methodology and custom Kanban boards has been instrumental in enhancing transparency, efficiency, and accuracy for our clients.
We also emphasize a director-led team model, where specialists provide tailored solutions across jurisdictions. This personalized approach, combined with real-time financial transparency and bespoke reporting tools, sets us apart as trusted partners to our clients.
How has expanding into new jurisdictions like Guernsey and Ireland impacted your business strategy?
Our expansion into Guernsey and Ireland has been a game-changer. These greenfield setups allow us to tap into diverse markets while reinforcing our reputation as a forward-thinking leader. We’re committed to maintaining the same high-quality service in these regions as we’ve delivered elsewhere. This balance of organic growth and strategic expansion has helped solidify our position in the industry.
How do you maintain such a strong workplace culture?
Our 97% staff retention rate speaks volumes about the culture we’ve cultivated. We invest heavily in our people, ensuring they feel valued and empowered to grow. Continuous upskilling opportunities are a cornerstone of our approach, enabling staff to meet evolving client and investor needs.
The 40% increase in headcount in 2023 reflects our dedication to building capacity without compromising service quality. Innovation also plays a major role – tools like Kanban boards and daily Scrum meetings enhance collaboration, ensuring teams are supported and never overburdened.
What
drives the consistent excellence in service quality?
It’s a combination of factors. First, our technology-driven solutions ensure efficiency and precision. Second, our team’s expertise and dedication create a seamless client experience. Finally, our independence as an owner-managed business allows us to remain nimble, responsive, and fully focused on client needs.
The wealth management sector is evolving rapidly. How are you adapting to stay competitive?
Staying ahead requires a commitment to innovation and growth. We’re integrating greater automation and AI into our processes to streamline operations further. Expanding into new jurisdictions, like Ireland and Guernsey, supports diverse client needs while keeping us at the forefront of the industry.
Our independence allows us to respond quickly to market trends and client feedback, ensuring our services remain relevant and aligned with industry shifts.
What role do you see the firm playing in the future of the wealth management industry?
As the sector consolidates through mergers and acquisitions, mid-sized independent providers like HIGHVERN have an opportunity to stand out by offering superior service quality. Transparency, technology, and innovation will continue to drive the industry forward, and we’re well-positioned to lead in these areas.
Additionally, financial hubs like Jersey, Guernsey, and Ireland are expected to grow in importance, and we’re proud to contribute to their development as key players in the global market.
What’s next for HIGHVERN?
The focus is on sustainable growth. By continuing to innovate, expanding our market reach, and maintaining our client-first ethos, we’re confident in our ability to redefine fund administration and wealth management for years to come.
Aidan O'Flanagan Group Head of Funds HIGHVERN
Winner
HSBC’s Global Solutions for Global Families
"To be recognised for how we approach such a critical area of wealth management for families is testament to the dedication of the team to our clients and HSBC’s long-established presence in the trust industry." - Christopher M Jones
HSBC Trustee in Jersey has a long history of partnering with global families to preserve their wealth and legacy across generations. With over USD 100 billion of assets under administration, HSBC is one of the largest private client trustee businesses in the Channel Islands. We focus on providing holistic solutions for HSBC Global Private Banking clients in the Middle East, Asia and the UK.
What was the winning formula of your firm that explains why you won?
In an increasingly complex world, we find that clients are looking for a provider that has the experience and expertise to manage assets across jurisdictions whilst working closely with their trusted advisors. HSBC Trustee is able to leverage a global network of both internal and external advisors whilst also working with our wider Global Private Banking teams to put in place robust solutions.
Global Private Banking offers investment and credit solutions from the world’s major wealth management centres. HSBC Trustee works with the private banking teams in London, Switzerland, Hong Kong and Singapore to deliver integrated solutions to families whilst also incorporating multiple asset classes into a family’s wealth planning structure.
It is this global institutional approach combined with a dedicated focus on the needs of families that makes HSBC Trustee a deserved winner of this industry leading award.
Christopher M Jones Managing Director HSBC Trustee
Winner
• Overall Trust Company with AuA over £5 Billion
Please describe how your colleagues made a difference?
The starting point for the team in Jersey is our clients. From the client teams through to our operational teams and other colleagues supporting the business, the consistent lens that we apply is how our actions will make a difference to client outcomes.
Who inspires you, either inside or outside your organisation?
I am inspired by many people and often find that characteristics that they share are resilience and curiosity. Both of these being characteristics that are present in the development of a robust wealth planning structure.
Where do you see the wealth management industry and your part of it going in the next five years?
Wealth structuring solutions have become an increasingly important aspect of how families approach wealth management and legacy planning. Combining this with the ever evolving legal and regulatory landscape across the globe, we have seen a desire from clients to implement solutions that are managed in jurisdictions that have the requisite expertise to navigate this environment.
Families in our key growth markets of the Middle East and Asia now regularly engage with professional advisors to assist with their planning needs. Experienced advisors recognise the need to work with long established providers when advising ultra-high-net-worth families in particular and we expect this trend to continue.
In the coming years, we also expect the technology that we use to service our clients and meet our regulatory obligations to evolve. The specifics of how this will change are never easy to predict however providers need to be adaptable and need to be able to invest. HSBC Trustee has continued to invest in this area and given the global presence of the wider trust business, we are well positioned to work with our technology partners to adapt.
The common theme here being that the ability to be resilient and to adapt applies not only to the industry but also to a client’s planning solution. Clients would be well advised to partner with firms that work in this way. Firms like HSBC Trustee!
How Landytech is Revolutionising Client Reporting in the Investment Management Industry
Landytech is revolutionising reporting processes through its cutting-edge platform, Sesame. By providing a single source of truth via data aggregation, enhanced portfolio analytics, and consolidated reporting, Sesame empowers managers and advisors of private wealth to streamline processes, deliver actionable insights and focus on building deeper client relationships.
What was the winning formula of your firm that explains why you won?
Our success is rooted in a steadfast commitment to building robust and automated data connections with financial institutions across the globe. We are now connected to over 500 custodians and are the best-connected investment management platform in Europe. The company is also committed to providing an industry-leading, intuitive experience for building client reports.
These commitments have been exemplified by our work with Accuro, a leader in the trust and private office space. With Sesame, Accuro’s team achieved an 80% reduction in report preparation time, while enhancing the depth and visual appeal of their reports. This delivered internal efficiencies and resulted in overwhelmingly positive client feedback that led to new business growth. By delivering tangible value and measurable results, we’ve established ourselves as a trusted partner for firms seeking to futureproof their services.
Gregory Chouette COO Landytech
• Client Reporting Winner
What are you going to do to remain competitive and stay ahead?
We’re investing heavily in advancing Sesame’s capabilities, with a particular focus on scalability and the integration of AI capabilities, as we aim to ensure our platform remains at the cutting edge of technology and user experience.
We’re also committed to fostering deep partnerships with our clients. We view ourselves not just as a technology provider but as a strategic partner that supports their long-term goals. Regular feedback loops, collaborative customisations and a commitment to addressing emerging needs are key to this 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?
By focusing on adaptability and collaboration, we overcame the hurdle of integrating diverse data sources, ensuring a seamless flow of timely and accurate data for our clients. We ensured our platform can accommodate the increasingly complex asset classes and reporting preferences of UHNW clients.
The pace of technological change demands agility. We’ve built a culture of continuous improvement at Landytech, ensuring we can iterate quickly, address challenges proactively and seize opportunities as they arise.
Where do you see the wealth management industry and your part of it going in the next five years?
As clients demand greater transparency and personalisation, we foresee three key trends shaping the next five years; automation and efficiency gains, enhanced client experiences, and an increased focus on data security. At Landytech, we’re excited to help shape this future. By empowering managers and advisors of private wealth with cutting-edge tools and insights, we’re not just keeping pace with the industry, we’re helping drive it forward.
Empowering Excellence: How Our Teams Dedication Secured the Best Overall Insurance Service Award
Oliver Goater Managing Director Network Insurance & Financial Planning Limited
Winning the "Best Overall Insurance Service" award in the Channel Islands reflects the collective dedication and hard work of our entire team. By embracing a culture of collaboration, innovation, and client-first thinking, every team member plays a crucial role in meeting client needs and delivering tailored solutions.
What truly sets us apart is our commitment to customer care. Our team's responsiveness and dedication to exceptional service, even during challenging times, have been pivotal in building lasting client relationships.
How do you remain competitive and stay ahead?
Our business revolves around customer retention rather than pursuing new customer sales. By exceeding client expectations, we foster loyalty and encourage referrals – the most effective form of marketing.
To stay competitive, we continually adapt to the evolving insurance landscape. The market's increasing digitisation calls for innovation in technology and customer experience. We're investing in cutting-edge technology to streamline processes and enhance interactions, ensuring faster, more efficient services while preserving our personal touch.
Additionally, we focus on expanding expertise to offer specialised advice. Staying attuned to global trends and local needs allows us to deliver value-added solutions that set us apart from competitors.
Challenges overcome and success in fast-moving circumstances
Our journey has been marked by significant challenges, from adapting to regulatory changes and technological advancements to maintaining personalised service as our client base grew. To ensure clients receive the high-touch, customised approach
they value, we’ve overstaffed teams and provided ample resources.
Recent years have brought unprecedented challenges, including the COVID-19 pandemic and economic uncertainty. Despite this, we maintained service levels and supported clients in navigating policies that provided both protection and value.
Our success in fast-moving circumstances stems from flexibility, proactive problemsolving, and strong internal communication. By fostering a collaborative culture and being adaptable, we’ve upheld our high standards and delivered consistent results.
How your firm will benefit from the award
Winning the "Best Overall Insurance Provider" award is a tremendous honour, underscoring the hard work and dedication of our team. It enhances our reputation, solidifying our position as a leading broker in the Channel Islands and serving as a valuable endorsement for clients and partners alike.
This recognition builds trust with existing clients while opening doors to new ones, raising awareness of our brand across the region. Beyond external benefits, the award is a morale booster for our team, validating their efforts and inspiring them to continue striving for excellence.
Additionally, it positions us as an attractive employer, providing a strong foundation to recruit top talent. With this recognition, we are excited to push boundaries and maintain our commitment to delivering outstanding service.
RECENT RESEARCH OUTPUT
Technology & Operations Trends in Wealth Management 2024
(in partnership with Alpha FMC)
This 12th edition of WealthBriefing’s Technology & Operations Trends in Wealth Management report, created with Alpha FMC, provides a global overview of how digital transformation is reshaping the wealth management sector. Firms across various regions are leveraging technology to enhance operational efficiency and client experience, while navigating evolving client expectations, regulatory changes, and a complex economic environment.
Philanthropy Evolved: How High-NetWorth Individuals are Redefining Giving, Ethics and Impact (in partnership with Jersey Finance)
Philanthropy is undergoing a profound transformation as high-net-worth (HNW) individuals redefine traditional notions of giving, ethics, and impact. This report delves into these shifts, offering a comprehensive analysis of emerging trends, generational influences, and the evolving dynamics between wealth, altruism, and social responsibility.
The Bahamas: A Complete and Compelling Choice (in partnership with The Bahamas Financial Services Board)
The Bahamas stands out as a premier destination for business, blending political stability,
innovative financial structures, and an exceptional lifestyle. This report offers an in-depth exploration of its unique advantages as a financial hub, from wealth planning tools to cutting-edge FinTech initiatives, alongside its unparalleled appeal for high-net-worth individuals and global investors.
External
Asset Managers in Asia - New Directions for Rapidly-Expanding Sector (in partnership with UBS)
Our second report examining the growth of Asia’s EAM sector, covering both the powerhouses of Singapore and Hong Kong, and emerging markets like Thailand and the Philippines. This study looks at the growth prospects for independent advisors in the round as they seek to tap the region’s booming wealth and growing client acceptance of the EAM model.
Family Office Focus: An Update of the Industry's Efficiency in Accounting and Investment Analysis (in partnership with FundCount)
A deep dive into the key technological and operational challenges facing family offices in their accounting and investment analysis activities. Based on surveys and interviews among family offices managing over $72 billion in assets, this is an invaluable benchmarking tool for the sector which presents fascinating insights into future developments from a range of industry experts.
Winning Women in MENA
(in partnership with First Abu Dhabi Bank)
This ground breaking new research examines the growth of female entrepreneurship in the region. More specifically it looks at how women are driving family office strategy as well as the relationship between MENA’s UHNW female clients and the wealth management industry.
Applying Artificial Intelligence in Wealth Management - Compelling Use Cases
Across the Client Life Cycle
(in partnership with Finantix & EY)
This comprehensive report identifies elements of the institution and advisor’s workloads that are ripe for AI amelioration, and points the way for firms seeking to maximise the competitive advantages offered by new technologies. AI experts and senior industry executives enrich each chapter, answering crucial questions on risk, KYC/AML, compliance, portfolio management and more.
Technology Traps Wealth Managers Must Avoid (in partnership with EY)
With EY providing the overview, this report draws on the front-line experience of many of the technology sector’s biggest names, in recognition of the fact that they are the ones going in to solve wealth managers’ most pressing problems and have typically seen the ramifications of firms’ choices play out numerous times – not to mention in various contexts globally.
It’s a (wo)man’s World!
Rebecca Goater Director and Financial Advisor Network Insurance & Financial Planning Limited
“This is a man's world, this is a man's world. But it would be nothing, nothing without a woman or a girl.”
- James Brown 1966
What do you consider to be the biggest challenges women face in leadership roles?
The challenges women face in leadership, especially in male-dominated fields such as financial services, are multifaceted. First and foremost, there’s the pressure of balancing professional and personal lives, particularly for mothers. The mental load of managing family, work, and everything in between can often feel overwhelming.
On top of that, women in leadership roles sometimes face the challenge of being underestimated - especially when you’re one of the few women in a room. These barriers can be frustrating, but I’ve learned to turn them into an advantage. If people want to doubt my capabilities because of my gender, it’s only more rewarding when I exceed their expectations.
There is still an unconscious bias against women being assertive or authoritative compared to men. However, this coupled with empathy and strong relational skills are what make women such effective leaders.
What advice would you give to women aspiring to leadership roles?
My advice to women looking to step into leadership is to embrace their authenticity and not shy away from their strengths.
Don’t be afraid to speak up, to take risks, and to seek out mentors and relationships who can help you navigate the challenges. Support one another - especially other women - and never underestimate the power of a strong network.
Never forget the importance of your team, and that without them, you would not be a leader.
Looking ahead, what is the future of female leadership in your sector?
The future of female leadership in wealth management and financial advice is undoubtedly bright, although the path forward will require continued effort and commitment.
Women’s ability to build strong relationships, combined with their natural empathy and listening skills, will only strengthen the sector’s ability to meet the evolving needs of clients.
In addition, the growing focus on emotional intelligence (EQ) will continue to shift leadership dynamics in favour of qualities like empathy, self-awareness, and interpersonal effectiveness.
I’m excited for what’s ahead, not just for me, but for the women who will follow and redefine what leadership looks like in this space.
• Female Leadership
As women, we bring a different set of skills - especially in empathy, communication, and relationship-building. These strengths are vital in leadership; particularly in a people-centric fields.
It’s worth considering that times are changing. Women are expected to inherit 70% of the wealth passed down over the next two generations and control two-thirds of household wealth by 2030 and ~ 53% of UK millionaires will be female by 20251 Add to this that 70% of women who work with financial advisers have confirmed they prefer a woman adviser, it is positive for women in the industry.
1 Centre for Economics and Business Research
www.oak.group
Oak Group is an independent global specialist in funds, corporate and private client services for managers, institutions and families.
We are privately owned with a fully aligned strategy for growth and transformation, with a long-term vision.
Find out more about our exciting journey and how our services can help you at oak.group.
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A Visionary Blend of Expertise, Innovation, and Long-Term Strategy
What was the winning formula of your firm that explains why you won?
Oak Group’s success is built on seamlessly integrating expertise, innovation, and a long-term vision. Our team combines decades of industry experience with forward-thinking transformation specialists, enabling us to modernise and grow while addressing client needs. With the backing of patient private capital and family-office ownership, we adopt a sustainable, long-term approach. This allows us to invest heavily in cutting-edge technology, data analytics, and operational simplification.
Under the leadership of CEO Kim Sgarlata, Oak has cultivated a culture of genuine client partnerships, earning stakeholder trust and securing our place as leaders in private client, corporate, and fund services. Established in 1999, Oak has followed a strategy of sustainable growth, marked by the transformative 2018 merger of Oak Trust, Consortia, Kreston, and IAG. Today, we have 230 staff across four jurisdictions and administer over £19 billion in assets.
How have your colleagues made a difference?
Our team is the foundation of everything Oak Group achieves. They are highly skilled, dedicated, and embody a culture of collaboration, innovation, and care. We prioritise their growth through ongoing training and development, enabling them to exceed client expectations, tackle challenges effectively, and stay ahead of technological advancements.
The commitment of our employees to fostering meaningful relationships with clients is central to Oak’s operational excellence and reputation. Their ability to deliver tailored, reliable, and forward-thinking solutions has cemented our status as a trusted partner in the wealth management industry.
Stuart Dowding Global Head of Private Client Oak Group
Winner
• Independent Trust Company with AuA over £5 Billion
What are you doing to remain competitive?
To maintain our competitive edge, Oak focuses on sustainability, innovation, and client-centricity. Our long-term ownership structure gives us the stability needed to make bold, forward-looking investments. We have prioritised technology enhancements, expanding our data capabilities, and continuous employee development to ensure that we can adapt and thrive in a dynamic industry landscape.
Additionally, we are broadening our service offerings and leveraging innovative digital tools to deliver efficient, customised solutions. By fostering a culture of continuous improvement and operational efficiency, we consistently deliver value to clients at every level.
Where is the wealth management industry headed in the next five years?
The wealth management industry is poised for significant change as NextGen wealth holders and the rise of digital assets reshape its future. Clients of tomorrow will expect greater transparency, sustainability, and technological integration in their financial solutions.
Oak is preparing for these shifts by developing advanced digital platforms, integrating ESG principles into our services, and offering bespoke solutions to address the unique needs of the NextGen demographic. We are actively positioning ourselves to guide clients through these changes and ensure that they continue to see us as a trusted and forward-thinking partner in wealth management.
By staying attuned to these emerging trends, Oak aims to not only meet but exceed the expectations of the future wealth management landscape, helping both our clients and our organisation thrive in a period of profound transformation.
A fresh approach to entity administration software
Easy to use Flexible design
Our key principle is to ensure users enjoy using PlainSail and to simplify their work; all processes are designed to support this goal.
Frequent upgrades
We continuously enhance PlainSail's features, design and reporting capabilities, with all updates included as part of the licence fee.
PlainSail is flexible, allowing clients to customise information structures to proactively adapt to any regulatory changes.
Navigating Success: How PlainSail’s Client-Centric Approach and Innovation Drive Industry Leadership
What key factors or approaches contributed to your success in this achievement?
Our success is a reflection of our ongoing efforts to truly understand and address the needs of our clients. We’ve worked closely with them to develop solutions that simplify complex processes, improve efficiency, and build trust. Rather than viewing this as a winning formula, we see it as a continuous journey of learning and adapting. Collaboration, client feedback, and a commitment to transparency have been instrumental in shaping our approach. We’re grateful for the opportunity to contribute to our clients' success and are motivated to keep improving alongside them in an ever-changing market.
How does your team make a difference?
We’re very focused on employing the right people at PlainSail and seek to find those with key experience, knowledge, passion and commitment. Every member of our compact team plays a pivotal role in driving innovation, ensuring seamless support, and upholding the highest standards of service. Their collective effort, creativity, and ability to anticipate client needs have been instrumental in transforming our vision into reality. It’s our teamwork and shared commitment to excellence that truly differentiate us and allow us to exceed expectations.
What are you going to do to remain competitive and stay ahead?
We recognise that for our clients, three key priorities must always be kept in mind: development, service and cost efficiency.
At PlainSail, we are committed to developing intuitive features that not only simplify processes but also optimise our clients’ operations. By leveraging emerging technologies, staying attuned to regulatory changes, and continuously enhancing our product offerings, we ensure our solutions remain cutting-edge and relevant. Collaboration with our clients and partners will always be central to our approach, enabling us to adapt quickly to changing needs.
Winner
• Overall WealthTech Provider
Maintaining high service levels is equally important. We will continue to grow our team with the right talent, foster a positive culture, and invest in smarter technologies to support exceptional service delivery.
With rising costs across trust and corporate services providers –whether in employment, regulatory compliance, or insurance – the demand for value-driven technology has never been greater.
PlainSail is designed to be highly scalable, providing all clients with a unified version that incorporates features developed to address shared needs efficiently. This approach allows us to maintain fair pricing that clearly delivers value for our clients.
How do you hope your firm will benefit from getting this award?
This recognition from leaders in the finance industry reflects the hard work and dedication of our team and the trust our clients have placed in us. We hope it will help strengthen our reputation as a reliable partner in the TCSP industry and showcase the value of our innovative solutions. Most importantly, it reinforces our commitment to continually improving and supporting our clients while building stronger partnerships in the future.
Where do you see the wealth management industry and your part of it going in the next five years?
The wealth management industry is undergoing rapid transformation, with technology playing an increasingly pivotal role. Trends like automation, AI-driven insights, and highly personalised client experiences are shaping the future of the sector.
At PlainSail, we’re aligned with these changes through our core reporting package, which is accessible to all clients, and our approach to integrations. By building integrations into our core systems rather than tailoring them individually, we prioritise scalable automation that benefits all clients.
By continuing to innovate and adapt, we aim to support our clients in staying agile and competitive in an industry that values both precision and forward-thinking solutions.
PlainSail
Tired
Standardise with Quantios. Your gateway to error-free filing.
A Game-Changing Solution to Streamline Regulatory Compliance
Adrian Akers Chief Product Officer Quantios
What was the winning formula of your firm that explains why you won?
Quantios is a global provider of SaaS solutions to the wealth, trust, and corporate services (TCSP) industry. We are committed to accelerating technological innovation in the sector and leading digital transformation for our customers. We partner with close to 700 organisations worldwide, delivering comprehensive SaaS solutions that help wealth, trust and corporate services providers streamline their processes, simplify regulatory compliance and facilitate robust corporate governance.
Quantios offers wealth, trust and corporate services providers the most functionally rich, scalable and secure front-to-back-office platform for entity management, client accounting, regulatory compliance, digital end-client engagement and practice management. Our technology ensures seamless global compliance and streamlined administration, empowering our customers to focus on expanding their operations without the complexities typically involved, allowing them to realise the full benefits to margins, profitability and enterprise value that digitalisation and automation bring.
What are you going to do to remain competitive and stay ahead?
Innovation has always been at the heart of Quantios. An example of this is our latest SaaS-based RegTech solution, eFileConnect, which offers wealth, trust and corporate services providers a game-changing solution to streamline regulatory filing, ensure compliance, and simplify the multi-jurisdictional regulatory challenges facing firms.
eFileConnect is a centralised SaaS compliance hub and global filing platform which provides seamless regulatory filings (AEOI, DAC6, etc.), statutory form production, KYC screening and regulatory management globally. For ease of filing, eFileConnect can automatically file directly to the customer’s regulator. With automated connectivity to our other Quantios back-office solutions through
Winner
• Compliance
• Innovative Client Solution
modern API-first design, alongside traditional upload options from other applications (Excel, CSV, etc.), eFileConnect is designed to help firms meet the ever-rising tide of global compliance obligations.
We believe this is a game-changer for the sector via a RegTech solution which simplifies the regulatory process, saves time and effort for providers, reduces the risk of regulatory breaches, fines and reputational damage, and ensures adherence to new regulations.
Where do you see the wealth management industry and your part of it going in the next five years?
The sector is at a pivotal moment, facing unprecedented challenges as it struggles to keep pace with evolving regulatory requirements, changing client expectations and the relentless pressure to maintain margins.
The increasing complexity of managing vast amounts of data, maintaining client satisfaction, and ensuring regulatory compliance, among other challenges, is stretching many businesses thin. Our latest Future Focus Report survey reveals a growing divide between firms that have begun their digital transformation journey and those still hindered by legacy systems and manual processes – often not by choice. The gap is widening, and the consequences of lagging behind are becoming more severe.
Our survey found that 71% of firms aspire to build a scalable business to support growth while controlling costs. Yet, the slow adoption of digital solutions and mounting regulatory and market pressures facing firms may cause those costs to spiral out of control. For those firms that fail to adapt, there is the risk of diminished profitability, regulatory fines, data breaches and missed opportunities for growth.
By working together, we believe the wealth, trust and corporate services sector will be able to move beyond the current issues and challenges that are holding back growth, and be able to realise the full benefits to margins, profitability, enterprise value and client service that digitalisation and automation bring.
With Rathbones, our individual investment management gives you the freedom to enjoy today, safe in the knowledge that your objectives for tomorrow are taken care of. And because we give you direct access to the person managing your money, right here in Jersey, you can be certain your financial plans are always based on a deep understanding of you and your ambitions.
So whatever your investment objectives, and whatever your circumstances, talk to us today.
For further information, please contact Jonathan Giles on 01534 740 550 or email jonathan.giles@rathbones.com
rathbones.com
People, Passion, Performance: The Keys to Rathbones’ Award-Winning Success
Rathbones Investment Management International
What was the winning formula of your firm/you that explains why you won?
Rathbones’ success lies in our commitment to exceeding client expectations through outperformance, thought leadership, and exceptional service. We prioritise understanding clients’ needs and building long-term, trusted relationships. By delivering tailored investment solutions and exceptional service, we ensure clients feel valued and supported throughout their financial journey.
Our adaptability and forward-thinking approach have been key to our growth. While strong investment returns are crucial, fostering trust and exceptional service remain central. This recognition also highlights our leadership, particularly Jonathan Giles, named CEO of the Year. His vision, focus on integrity, client outcomes, and a collaborative culture have been pivotal to our success.
This is the second consecutive year Rathbones has received this award, demonstrating our consistency in delivering high-quality service and strong client relationships. Last year’s recognition validated our commitment to excellence, and this year reaffirms the strength of our team and focus on client satisfaction.
How did your colleagues make a difference?
Our colleagues are the cornerstone of our success, distinguished by their dedication to service excellence and a shared passion for achieving client goals. We invest in our people, fostering an environment where they can grow and thrive. This ensures we deliver the exceptional service our clients deserve.
We’re proud of Joel Graves, named Leading Investment Manager of the Year. His expertise and dedication to crafting personalised, long-term investment strategies embody the high standards that define Rathbones. We cultivate a flexible and rewarding culture, recognising both technical expertise and contributions to a positive workplace. Our reward committees focus on wellbeing, professional development, and fostering a sense of purpose.
Additionally, we support charitable initiatives, volunteering, and community programs that align with our values. Through educational
Winner
• Overall Investment Manager with AuM between £2 - £5 Billion
• Leading Wealth Manager/Investment Professional
• Chief Executive Officer (CEO)
efforts like offering free CPD presentations to over 1,000 trustees in Jersey and Guernsey this year, we empower the wider community.
What are you going to do to remain competitive and stay ahead?
Remaining competitive requires adaptability. We’re committed to embracing change while maintaining the trust our clients expect. By leveraging expertise and investing in our people, we ensure their growth is increasingly supported by technology. We continue to enhance digital capabilities, including AI and data-driven solutions, to provide clients with greater accessibility and transparency. As clients demand convenience and customisation, we’re evolving our digital infrastructure to meet their needs. Our online platform, ‘MyRathbones,’ exemplifies this approach.
Where do you see the wealth management industry and your part of it going in the next five years?
The industry will undergo significant transformation, driven by technological advancements and changing consumer expectations. The ‘Great Wealth Transfer’ will see younger generations driving demand for technologically advanced and holistic wealth management services.
Rathbones is ready for this shift, with a focus on broadening specialisms and investible assets like private market investments. We’re committed to personalised, multi-generational solutions and leveraging new technologies to serve a diverse client base with exceptional expertise tailored to each generation.
How do you hope your firm will benefit from getting this award?
Winning this award reinforces our commitment to excellence and highlights the strength of our client relationships, dedicated team, and collaborative culture. It also underscores our focus on investing in people, making a positive community impact, and exceeding client expectations.
We help turn your spark into reality.
Providing Stability in Uncertain Times
Our trust business, part of RBC Wealth Management in the Channel Islands, consistently emboldens our private clients to successfully navigate the challenging macroeconomic landscape and uncertainty of today. We lead with unwavering stability and in-depth industry knowledge and experience in administering complex fiduciary services to meet individual, multi-faceted client needs.
As a forward facing and adaptive business, with a historical record of first-class delivery, our clients continue to choose our comprehensive range of services. We are powered by international collaboration and support our clients on complex, multi-jurisdictional, dynastic planning scenarios.
Why do you think your organisation won this award?
RBC continues to be in a strong position to offer the best solutions to our clients. Our holistic approach to our business, ability to offer personal long-term client relationships, access to in-depth knowledge and experience and global reach, makes us a truly impressive partner for clients in markets across the world. This coupled with our focus on developing and retaining top talent means that our people continue to show the best of our values whilst supporting clients with increasingly complex requirements.
Personal approach: Our fiduciary decision-makers have an average tenure of 23 years and given that the average client trust relationship is 24 years, we uphold long-term client relationships to allow us to truly understand individual client needs and offer the most suitable products to meet long-term, multi-generational goals.
Expertise: Our in-house Technical Trust team is a key differentiator. The service grants our trustees ready access to legal, tax, governance and fiduciary professionals, a function our competitors must outsource. The Technical Trust team allows us to be agile and proactive in our response to industry changes, and support clients to ensure they have full comprehension of new regulations.
Gail McCourt Head of Private Client Fiduciary Services RBC Wealth Management
• Best Overall Trust Company
Professional development: We understand that at the heart of our business is our people. We pride ourselves on our investment in the Channel Islands and supporting our people with ongoing professional development opportunities at all levels. Specifically, we support our fiduciary decision-makers with market-leading analysis and insight to meet the evolving needs of our clients.
Recruitment: Our position in the market as a leading trust business continues to support our drive to attract and develop the highest level of talent in our teams, from school leaver up to director level.
Service excellence: We have achieved a holistic and streamlined approach to our client management. We continue to invest in technology and take an increasingly proactive and data-led approach to client management.
Thought leadership: Our trust team continue to stand out as a prominent voice in industry discussions. We understand the value in having a seat at the table to share our insights and expertise across the sector with the goal of influencing positive change and improving services.
Local services with a global perspective: Our recent acquisitions of HSBC Canada, and Brewin Dolphin in the UK, means we can support a more diverse portfolio of clients than ever before, from our base here in Jersey. Our independent and agnostic approach to client solutions, and our international network, mean that our local advisors have a global resource when advising clients.
Client-first focus: RBC fiduciary clients benefit from access to a wide array of products and services but we remain independent as a trust company so our client solutions are fully aligned with their best interests in mind.
SIMPLIFYING LIFE’S FINANCIAL CHALLENGES
We strive to make a difference to our clients, our communities and our people. As a responsible bank, we champion talent from diverse backgrounds. kleinworthambros.com
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SG Kleinwort Hambros Bank Limited, Jersey Branch is regulated by the Jersey Financial Services Commission and the Financial Conduct Authority. The Company’s principal address in Jersey is PO Box 78, 38 Esplanade, St Helier, Jersey JE4 8PR. Services provided by SG Kleinwort Hambros Bank Limited, Jersey Branch will be subject to the regulatory regime applicable in Jersey, which differs in some or all respects from that of the UK. For UK-resident clients certain FCA protections may apply in addition to those available under the Jersey regime in certain specific circumstances.
SG Kleinwort Hambros Bank Limited, Guernsey Branch is licenced and regulated by the Guernsey Financial Services Commission to provide deposit taking services, investment business services, as well as lending, credit & finance services, and is also registered as a money services provider in Guernsey, it is also regulated by the Financial Conduct Authority. The Company’s principal address in Guernsey is PO Box 6, Hambro House, St Julian’s Avenue, St Peter Port, Guernsey, GY1 3AE. Services provided by SG Kleinwort Hambros Bank Limited, Guernsey Branch will be subject to the regulatory regime applicable in Guernsey, which differs in some or all respects from that of the UK. For UK-resident clients certain FCA protections may apply in addition to those available under the Guernsey regime in certain specific circumstances.
SG Kleinwort Hambros Bank Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority in the UK. The Company is incorporated in England & Wales under number 964058 with registered office at One Bank Street, Canary Wharf, London E14 4SG.
Simplifying Financial Challenges with a 200-Year Legacy of Innovation and Responsibility
What is the winning formula of your firm that explains why you won?
SG Kleinwort Hambros has over 200 years of experience supporting individuals, families, entrepreneurs, trusts, and charities in managing wealth. We provide a personal, holistic approach to financial challenges, offering expert wealth planning, investment strategies, and specialist lending.
Our purpose is simple: to simplify life’s financial challenges. By fostering strong relationships built on trust, service, and expertise, we meet our clients’ needs with imagination, skill, and attention to detail. At the core of our vision is creating sustainable legacies for our clients, colleagues, the community, and the climate.
We focus on being a responsible organisation by supporting diversity and inclusion, reducing our carbon footprint, and making a positive social impact. Our recognition as a great place to work (Best Companies ranking) reflects our efforts to foster a collaborative and inclusive culture.
Our "start-up mindset" – combined with two centuries of experience – allows us to remain flexible and innovative in how we work together to serve clients. This culture of adaptability and commitment to client excellence makes us stand out in the market.
Please describe how your colleagues made a difference.
Our employees reflect our values of innovation, responsibility, commitment, and team spirit. They are dedicated to delivering sustainable results by fostering long-term relationships with clients, colleagues, and partners.
Diversity and collaboration are key drivers of success. Bringing together people with varied backgrounds and perspectives
Thomas Cummins Head of Private Banking Channel Islands
SG Kleinwort Hambros
Winner
• Overall Private Bank
enhances creativity and productivity. We ensure that our firm is inclusive by recruiting, developing, and rewarding colleagues equitably.
Our culture encourages employees to voice ideas and drive positive change. Initiatives such as closing the gender pay gap, supporting talent, and increasing engagement help create a workplace where everyone can thrive.
A commitment to diversity and inclusion underpins our success. Through impactful programs, we foster an environment where colleagues can be authentic, excel professionally, and contribute meaningfully to our organisation’s goals.
What challenges did you surmount to reach this level, and how have you succeeded in such fast-moving circumstances?
We remain focused on adapting to client needs with a longterm perspective, especially in sustainable investing. While ESG (Environmental, Social, Governance) investing has grown significantly over the past decade, it remains in its early stages compared to the history of financial markets.
The landscape of sustainable investing is rapidly evolving, moving beyond environmental strategies to encompass broader assets and sectors. As ESG metrics become more standardised, greater transparency will enable clients to better understand these investments. We strive to lead in providing clear and actionable insights to support client decision-making.
Our ambition is to build sustainable legacies for future generations while delivering excellence across generations. This long-term approach aligns with our mission to be a leading responsible bank for client service and expertise, ensuring that we remain at the forefront of intergenerational transformation.
Connect your potential to possibilities across the world
We’re the bank connecting you to dynamic cross-border growth opportunities.
Find out more at sc.com/hereforgood
Why Standard Chartered Jersey is a Great Place to Work
What was the winning formula of your firm/you that explains why you won?
We are thrilled to win "Private Bank Employer of the Year" and "Private Bank Corporate Social Responsibility Team". It is the third consecutive year we have been recognised in these awards.
Behind our work for the community is our here for good brand promise and our people. We empower our colleagues to take up three fully-paid employee volunteering days each year and use their skills, their time and their expertise to give back to the local community, through a charitable cause close to their hearts. On top of this, our flagship sponsorship is the Jersey Marathon. In its 19th year, the event uses the power of sport to bring the community together, encourage health and wellbeing as well as raising vital funds for local charities.
I think we’re worthy winners of "Private Bank Employer of the Year" because we’ve been pioneers in creating a Leadership culture, nurturing learning and personal development of our colleagues and progressing our Diversity and Inclusion agenda. One example is our annual 360-Leadership feedback exercise, which helps our People Leaders to receive rounded feedback on their strengths and development areas as a leader and this plays a critical role in driving a high-performance culture.
Please describe how your colleagues made a difference?
Without doubt, our people are our biggest strength and are at the heart of our business strategy. These two awards belong to our Jersey employees and I’m proud of what they have achieved.
• Private Bank Employer of the Year
• Private Bank Corporate Social Responsibility Team Winner
Henry Baye Chief Executive Officer Standard Chartered Jersey
The Jersey Management team and I know that by celebrating our diversity and valuing the different experiences, ideas and skills each of the team brings, it not only means we broadly represent our clients and better understand their financial needs, but also, we create an environment where everyone can thrive and fulfill their potential. Our people continue to be key drivers of our long-term success.
What are you going to do to remain competitive and stay ahead?
It’s about having a clear strategy and understanding our clients. We take pride in putting client relationships centre to our everyday work. And we know what we’re setting out to do. As a leading wealth management for affluent clients, we are the partner of choice for wealth individuals across Europe, Africa, Asia and the Middle East. Specifically, we offer Priority Banking services to clients with over US$100,000 to invest. Standard Chartered is one of Jersey’s most well-established institutions, with a presence spanning over 45 years. Additionally, Standard Chartered Jersey is one of our four global wealth advisory hubs.
We tailor offshore banking and wealth solutions to help clients prosper at home and internationally - whether they are looking to grow their wealth, protect it or ensure the smooth transition to future generations.
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 evolving economic, geopolitical and financial landscape is a challenge for any industry, wealth management included. Our success lies in the ability to be flexible and adapt against this backdrop, and be there for our clients, who are managing and growing their wealth also during times of change.
Tech-Driven Excellence: Inside the Winning Formula of Our Innovative Financial Firm
Ben Symonds CEO & Founder
Summit
What was the winning formula of your firm/you that explains why you won?
Our winning formula lies in our commitment to combining cutting-edge technology with deep industry expertise. We prioritise understanding our clients’ needs, their pain points and delivering tailored, innovative solutions that address the complexities of modern finance businesses. This client-first approach, supported by a culture of excellence and innovation, sets us apart.
Please describe how your colleagues made a difference?
Our success is built on the dedication, expertise, and vision of our team. Each colleague brings a unique perspective and a shared commitment to pushing boundaries and delivering for our clients. Their collaborative efforts to stay ahead of trends ensure we consistently deliver impactful solutions.
What are you going to do to remain competitive and stay ahead?
To stay ahead, we will continue to innovate, and deepen our expertise of digital tools, and digital architecture. Listening to our clients, working with them to understand their business and adapting quickly to their evolving needs will remain central to our strategy. Additionally, fostering a culture of learning and staying at the forefront of market developments and technology will keep us competitive.
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 the rapidly changing landscape of finance and technology requires agility and resilience and a deep understanding of digital tools. Staying ahead of regulatory changes, integrating new technologies like AI, and meeting the demand for secure, scalable solutions were key challenges. We overcame these by staying focused on innovation, building a talented team, and ensuring a close partnerships with our clients.
Who inspires you, either inside or outside your organisation?
We’re inspired by visionaries who challenge the status quo, whether they’re industry leaders, innovators in other fields, or our own clients, who constantly push us to deliver better solutions. Internally, our team’s passion and drive to make a difference inspire me daily.
How do you hope your firm will benefit from getting this award?
This recognition reinforces our reputation as a leader in the financial technology space and will hopefully open doors to new opportunities.
We hope it will further build trust with existing clients and attract new ones who are seeking a forward-thinking partner that can cutting-edge technology solutions. It also serves as motivation for our team to continue raising the bar.
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 lean on technology, AI and data to meet the demands of a more digitally savvy client base.
Personalised, data-driven insights, efficient digital platforms and the right digital architecture will be critical for all businesses in years to come.
We see our role as driving this transformation, helping firms unlock the full potential of analytics, AI, and secure digital solutions to enhance their services and deliver exceptional client experiences.
Proud winner
Onboarding - For our DigiHub solution
Our award-winning onboarding solution is just one part of DigiHub’s capabilities. The platform offers a complete client data management system designed to digitally streamline every stage of the client lifecycle, from initial onboarding to ongoing due diligence, maintenance, KYC, PKYC, and even marketing.
We specialise in software solutions and automation for trust and corporate services, family offices, law firms administering trusts, intermediaries, fund and pension administrators, and the private wealth and banking sectors. vegatechnology.com
Vega Technology: Innovating Wealth Management's Future
What was the winning formula that explains why you won?
We don’t follow a strict formula but see a need for tools that address both current regulatory demands and future challenges in wealth management. A major challenge today is enhancing digital client servicing with solutions that simplify processes and improve client experience.
Winning the award reflects our commitment to this approach. Our DigiHub onboarding solution embodies intuitive, flexible technology. DigiHub offers a client-branded portal with a streamlined onboarding experience, combining ID verification, risk screening, and e-signing. Its compatibility with existing CRMs eliminates repetitive input, minimising inaccuracies and enhancing user experience. This solution helps make onboarding fast and secure, while maintaining the personal touch clients value, which we believe resonated with the judges.
How did your team contribute?
Collaboration is at the heart of Vega Technology. Team members with sector experience provide essential insights into daily operational needs, which our developers translate into practical software features. This collaborative approach ensures our products align with client goals and industry demands.
We also prioritise industry feedback through regular workshops and direct consultations, allowing us to stay aligned with client expectations and anticipate future needs.
How are you staying competitive?
Vega Technology prioritises continuous improvement and forward-thinking. We recognise wealth management’s shift toward AI
David Collings Managing & Technical Director
Vega Technologies
Winner
• Onboarding
and automation, and are implementing these technologies to help firms improve efficiency and client experiences. By investing in these areas, we’re enabling wealth managers to focus on advisory services and provide superior service.
We strengthen our position through partnerships with providers like Microsoft, keeping us informed on emerging trends and refining our solutions. This proactive stance ensures our clients access the latest advancements.
Another key differentiator is our adaptable approach. We offer customisable solutions rather than a ‘one-size-fits-all’ approach, allowing each client to tailor our core offerings to their specific needs.
Where do you see the wealth management industry and your part of it in the next five years?
In the coming years, we expect wealth management to be increasingly automated, with AI-driven insights handling much of the operational workload. This shift will allow wealth managers to focus more on building client relationships and delivering personalised advice.
At Vega Technology, we’re already driving this transformation, delivering solutions that automate key processes and adapt to new regulatory and client-driven changes. As the industry adopts these tools, we foresee smoother, more insightful client journeys, fostering stronger engagement and loyalty.
How will winning this award benefit your firm?
Winning this award is a great honour and a platform for Vega Technology. We hope it will bring greater recognition to our work in helping wealth management firms embrace automation and technology integration.
As more firms experience the benefits, we anticipate new collaboration opportunities, allowing us to support a broader client base. We’re excited to leverage this award to drive further innovation, partnerships, and growth in wealth management.
The Third Annual WealthBriefing Channel Islands Awards Winners 2024
WINNER: JTC
WINNER: Julius Baer
WINNER: Landytech
WINNER: Oak Group
WINNER: Network Insurance & Financial Planning Limited
PRIVATE CLIENT AND FIDUCIARY SERVICE CATEGORIES
Services
TRUST CATEGORIES
WINNER: Ocorian
WINNER: PlainSail
WINNER: Quantios
WINNER: RBC Wealth Management
WINNER: Rathbones Investment Management International
PRIVATE BANKING CATEGORIES
WINNER: SG Kleinwort Hambros
WINNER: Spring Investment Management
WINNER: SS&C Technologies
WINNER: Stonehage Fleming
WINNER: Standard Chartered Jersey
WINNER: Rebecca Goater - Network Insurance & Financial Planning Limited
LEADERSHIP & INDIVIDUAL CATEGORIES
Leading Wealth Manager/ Investment Professional
JOEL GRAVES
JOSEPH ENSINK
WINNER: The Summit
WINNER: Vega Technology
WINNER: BDO Jersey Limited
WINNER: Fort - Joseph Ensink
WINNER: Joel Graves - Rathbones Investment Management International
WINNER: Jonathan Giles - Rathbones Investment Management International
