GCC Awards 2014 Nominations
GCC Awards 2014 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. Entrants will be assessed on a broad range of criteria, including: how they segment clients to better service them; how they communicate with clients generally and in time of market stress; how they assess clients' risk-profiles and match them to appropriate investments; how they help with clients' wider life goals, such as leaving a legacy; and how client dissatisfaction is dealt with.
FUND MANAGER
Criteria for entry: Providers of collective investments for the HNW community.
MARKETING CATEGORIES
MARKETING CATEGORIES
TV CAMPAIGN
Criteria for entry: Wealth managers or other private client practitioners who have used TV or video to promote their services to private clients or to raise their profile either within the industry or to clients.
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
PRIVATE CLIENT CATEGORIES
PRIVATE CLIENT CATEGORIES
EFFECTIVE LEGAL TEAM
Criteria for entry: Law firm team or barrister dedicated to private client issues.
EFFECTIVE 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.
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES
FRONT OFFICE SOLUTION
Criteria for entry: CRM, client reporting, client risk profiling, portfolio management.
TRANSACTION PROCESSING SOLUTION
Criteria for entry: Straight through processing, core banking.
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.
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.
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.
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.
GLOBAL CUSTODIAN
Criteria for entry: Custodians offering services to private client business.
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.
SINGLE FAMILY OFFICE
Criteria for entry: Organisations servicing the investment, governance and reporting needs of only one family.
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
Criteria for entry: Age and experience is no bar but something special should mark out this individual working in the private client world.
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.
WOMEN IN WEALTH MANAGEMENT
Criteria for entry: Open to women in private banking or wealth management who are an inspiration both to female clients and colleagues.
LIFETIME ACHIEVEMENT
Criteria for entry: For individuals who have enhanced the standing of the local wealth management industry.
OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP
Criteria for entry: Open to individuals or businesses that demonstrate an outstanding contribution to though leadership in wealth management as demonstrated by contributions to periodicals and events specialising in wealth management.