WealthBriefing GCC Awards 2015 Nominations
WealthBriefing GCC Awards 2015 Nominations
Name
Name
*
First
Last
Company Name
*
Position
*
Telephone Number
*
Email
*
Please select all the awards you would like to apply for below
PRIVATE BANK CATEGORIES
PRIVATE BANK CATEGORIES
UNITED ARAB EMIRATES PRIVATE BANK
Criteria for entry: Local or international private bank with operations in the United Arab Emirates.
BAHRAIN PRIVATE BANK
Criteria for entry: Local or international private bank with operations in Bahrain.
KUWAIT PRIVATE BANK
Criteria for entry: Local or international private bank with operations in Kuwait.
OMAN PRIVATE BANK
Criteria for entry: Local or international private bank with operations in the Oman.
QATAR PRIVATE BANK
Criteria for entry: Local or international private bank with operations in Qatar.
KINGDOM OF SAUDI ARABIA PRIVATE BANK
Criteria for entry: Local or international private bank with operations in KSA.
INVESTMENT MANAGEMENT CATEGORIES
INVESTMENT MANAGEMENT CATEGORIES
INDEPENDENT WEALTH MANAGER
Criteria for entry: This award seeks to recognise independent wealth managers operating in the GCC Region which have a demonstrably client-focused model and which are innovators in the space.
FUND MANAGER (REGIONAL)
Criteria for entry: Providers of collective investments for the private client community.
FUND MANAGER (GLOBAL)
Criteria for entry: Providers of collective investments for the private client community.
MARKETING CATEGORIES
MARKETING CATEGORIES
ONLINE CAMPAIGN
Criteria for entry: Wealth managers or other private client practitioners who have used online channels to promote their services to private clients or to raise their profile either within the industry or to clients.
PRINT CAMPAIGN
Criteria for entry: Wealth managers or other private client practitioners who have used print media to promote their services to private clients or to raise their profile either within the industry or to clients.
BRAND LAUNCH/RELAUNCH
Criteria for entry: Most effective and innovative brand launch or relaunch in the private client world, either a whole business unit or a product/service within an existing business
BEST PR PROGRAMME
An in-house PR team or agency operating in the GCC Region wealth management sector for the impact of their work (campaign or project).
PRIVATE CLIENT CATEGORIES
PRIVATE CLIENT CATEGORIES
INTERNATIONAL LEGAL TEAM
Criteria for entry: Law firm team or individual lawyer based in the Middle East dedicated to international private client issues
REGIONAL LEGAL TEAM
Criteria for entry: Law firm team or individual lawyer based in the Middle East dedicated primarily to regional private client issues
TAX/ACCOUNTANCY TEAM
Criteria for entry: Team in accountancy firm/consultancy specialising in reporting, transacting or wealth structuring for private clients.
INSTITUTIONAL TRUST OR FIDUCIARY COMPANY
Criteria for entry: Entries only eligible from trust companies that are part of a non-trust parent.
INDEPENDENT TRUST COMPANY
Criteria for entry: Entries are only eligible from trust companies independent of larger non-trust businesses, for instance not part of a bank, law firm and accountancy firm.
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (open to technology vendors only)
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (open to technology vendors only)
TRANSACTION PROCESSING SOLUTION
Criteria for entry: Straight through processing, core banking.
PORTFOLIO MANAGEMENT
Criteria for entry: Technology solution providers specialising in tools for managing clients' investment portfolios.
CLIENT COMMUNICATIONS & REPORTING
Criteria for entry: Technology solution providers specialising in tools for wealth managers to communicate with clients.
DATA PROVIDER
Criteria for entry: Business providing financial data to private banks and other wealth managers.
OUTSOURCING SOLUTION
Criteria for entry: Third party organisations providing business processes or systems to wealth management businesses.
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (open to any organisation)
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (open to any organisation)
CHANGE MANAGEMENT PROCESS
Criteria for entry: Banks, wealth managers or system integrators who have successfully implemented multi-functional change programmes to significantly improve client experience and performance.
BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION
Criteria for entry: A technology vendor or its client.
PORTFOLIO MANAGEMENT
Criteria for entry: Technology solution providers specialising in tools for managing clients' investment portfolios.
RISK PROFILING SOLUTION
Criteria for entry: A technology solution to help wealth managers assess and document the risk appetite of clients.
RISK MANAGEMENT
Criteria for entry: Technology solution providers specialising in tools for wealth managers to manage risk.
CRM SYSTEM
Criteria for entry: Client relationship management systems for wealth managers.
ONBOARDING
Criteria for entry: Technology solutions to help wealth managers bring new clients into their organisation.
INNOVATIVE CLIENT SOLUTION
Criteria for entry: This award seeks to recognise institutions which have developed innovative products and services for their clients as part of a solutions-focused service model.
OTHER WEALTH MANAGEMENT CATEGORIES
OTHER WEALTH MANAGEMENT CATEGORIES
MULTI-FAMILY OFFICE
Criteria for entry: Multi-Family Office business based the in GCC region. Can be an international or local player.
ISLAMIC FINANCE OFFERING
Criteria for entry: Team from within a wealth management or stand-alone business that offers Islamic Finance to clients. Can be a local or international player.
PHILANTHROPY OFFERING
Criteria for entry: Offerings from private banks or wealth managers which promote and encourage philanthropic activity amongst clients.
FX SOLUTION PROVIDER
Criteria for entry: Local provider of foreign exchange services to wealth management organisations or clients.
ETF PROVIDER
Criteria for entry: Fund/asset manager that makes exchange-traded products available for local wealth management clients.
LEADING INDIVIDUAL (BANK)
Criteria for entry: Age and experience is no bar but something special should mark out this individual working in the private client world. Entries only applicable from individuals working within a bank.
LEADING INDIVIDUAL (NON-BANK)
Criteria for entry: Age and experience is no bar but something special should mark out this individual working in the private client world. Entries only applicable from individuals not working in a bank e.g lawyer, wealth manager, accountant etc.
RISING STAR
Criteria for entry: Private banker or wealth manager under the age of 35 who is not yet in a senior management position but shows the potential to be a leading individual.
COMPLIANCE
Criteria for entry: The compliance function of a wealth management or private client operation
WOMEN IN WEALTH MANAGEMENT (INDIVIDUAL CONTRIBUTION)
Criteria for entry: Women in private banking or wealth management who are an inspiration both to female clients and colleagues.
WOMEN IN WEALTH MANAGEMENT (COMPANY CONTRIBUTION)
Criteria for entry: Wealth management organisations which demonstrate considerable support for women in their career development.
OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (Individual Contribution)
Individuals who have made an outstanding contribution to thought leadership in wealth management.
OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (Company Contribution)
Organisations who have made an outstanding contribution to thought leadership in wealth management.