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EXCLUSIVETHE 2016 GCC REGION AWARDS WINNERS

ACCLAIMRECOGNISING LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

December 2016

THROUGH THE WEALTHBRIEFING AWARDS PROGRAMME

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WEALTH MANAGEMENT & PRIVATE CLIENT EVENTS & AWARDS SERIES

An unrivalled thought-leadership platform, WealthBriefing’s events foster intellectual debate on the challenges and opportunities facing the industry and are designed to be an optimal use of wealth managers’ precious time; they represent an excellent networking opportunity and attendees also accrue valuable CPD hours. WealthBriefing has added to its offering for the global private banking and wealth management communities by running six annual awards programmes for the private investment and private client communities. The awards programmes are focussed around three main category groupings: experts (individuals and teams); products and services for wealth managers and clients, and institutions of all sizes and types.

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3ACCLAIM | WealthBriefing Recognises Leaders Across the Global Wealth Management Industry

FOREWORDTom Burroughes, Group Editor of WealthBriefing, explains the significance of these awards

CONTENTSWEALTHBRIEFING GCC REGION AWARDS JUDGING PANEL .......................................................... 4

INTERVIEWS:Asiaciti Trust Group ....................................................... 7Lombard Odier .............................................................. 9SS&C Advent ................................................................. 11

WEALTHBRIEFING GCC REGION AWARDS WINNERS IN FULL ........................................................ 13

GCC REGION AWARDS ATTENDEE LIST .................... 17

OVERVIEW OF THE GCC WEALTH MANAGEMENT SECTORAt 610,000 high net worth individuals – hold-

ing a total of $2.3 trillion in assets (source: Cap-gemini World Wealth Report 2016) the GCC re-gion may not in total be in the same league as North America or Europe, but the scale of its wealth, and the particular structure of it, creates tremendous opportunities for firms and individ-uals able to get their strategy correct. Clearly, with significant amounts of wealth allied to the fortunes of oil and gas, whipsawing price ac-tion in energy prices, as have been seen in the past year, don’t always make for tranquil mar-ket conditions. And the wealth industry faces not just broad economic challenges but along with other regions is under pressure to com-ply with a seemingly never-ending raft of rules and regulations. The wealth management is in some ways relatively young - at least if com-pared with places such as Switzerland where some of the banks date back to the 18th cen-

tury or earlier. But players such as Emirates NBD, National Bank of Abu Dhabi and Qatar’s QNB Group are significant not just in their im-mediate domestic market footprints, but reach-ing out beyond it. There is also a fair cluster of international banks and wealth managers operating in the region, such as UBS, HSBC Private Bank, Pictet and JP Morgan. In the case of Dubai, for example, it was significant as a sign of its importance, for example, that when Banque Internationale à Luxembourg decided to shut down its Singapore office, it did so after opening up there.

Dubai – containing the DIFC as a significant international financial hub in the region – has reached out globally as one of the wealth cen-tres even non-specialists have read about; the creation of the Dubai Wills and Probate Reg-istry, aimed at non-Muslims seeking estate planning aligned with Common Law principles,

has already set an example of jurisdictional in-novation. Such moves are signs of how IFCs continue to battle for market share. And such innovation continues. The region is also home to specialists serving expats such as Europe-ans as well, for reasons of geographic proxim-ity, the non-resident Indian (NRI) market. There are challenges; it takes time, given that wealth is typically bound up in family-controlled busi-nesses, for bankers and advisors to win trust, particularly if they are unfamiliar with cultural norms. An executive search firm has stated that the GCC market (Saudi Arabia, Bahrain, Kuwait, Oman, Qatar and United Arab Emir-ates) is one where seniority of private bankers is a “keenly prized asset”. This isn’t an area where one can earn rapid results. It requires patience, understanding and empathy. Those who have those qualities aren’t easy to find, but the rewards can be worth it.

The WealthBriefing GCC Region Awards are designed to honour the people who have set the bar high in delivering excellent service to clients in the region’s wealth management sector. There is always plenty of talk about the need for “client-cen-tric”advice and the like; what these awards do is highlight those who really do make a difference to clients. At a time when the global economy has experienced more than its usual share of volatility and eye-catching geopolitical events – Brexit, US elections and turmoil in Syria – it is more important than ever to salute the people able to protect and grow clients’ wealth and business interests.

As the award organisers repeat without apology, the central feature of these awards is a rigorous judging process drawing together expertise from all quar-ters of the wealth sector, whether they be bankers, lawyers, consultants, tax and estate planning specialists, or investment strategist and technology experts. When deciding whether to put a firm/individual on a shortlist and to pick eventu-al winners, most of the weight in deciding the result is based on the quality and relevance of an entrant’s written submission, with the balance depending on the judges’ views of the firm/person in question. Vitally, judges are split into groups so that they do not judge firms/persons in their own immediate segment so as to avoid conflicts of interest and access to potentially commercially sensitive infor-mation. Just as important, if judges feel that a category or entrant is not suitable, or if a submission leaves unexplained details, they can refer this back to the entrants. New categories are sometimes introduced while others are cut or con-solidated. This is, to reflect changing circumstances, an evolving programme. Readers can find the list of the judges on this news organisation’s websites.

To win such an award is a major accolade – it’s no surprise that firms and individuals are very happy to mention these awards in their publicity and mar-keting material. To be named a winner in the WealthBriefing awards series shows real commitment to excellence and to have shown that as far as top figures in the industry are concerned, they have set a standard for others to try and beat.

4 ACCLAIM | DECEMBER 2016

JUDGING PANELThe 2016 WealthBriefing GCC Region Awards programme was focused around three main category groupings: experts (individuals and teams), products and services for wealth managers and clients, and institutions of all sizes and types in the GCC Region market.

Independence, integrity and genuine insight are the watchwords of the judging process with the judging panels made up of some of the industry’s top trusted advisors and bankers.

GARY DUGANChief Investment OfficerEmirates NBD

WALID S. CHINIARAPartnerDeloitte & Touche (Middle East)

GEORG HARTMANNHead of Private Banking Middle EastLiectensteinische Landesbank

PATRICK CROWLEYExecutive DirectorStandard Chartered Private Banking

MANNAN ADENWALLAManaging DirectorLGT Bank (Middle East)

SABILA DINChief Executive & FounderDin Consultants

LAURENCE BLACKRegional Director, Client Solutions, MENAAsiaciti Trust Group

AUSAF ABBASManaging DirectorCoombe Advisors

TIM CASBENPartnerGowling WLG


BRUCE WEATHERILLChief ExecutiveWeatherill Consulting

YANN MRAZEKManaging PartnerM / Advocates of Law

KIERAN MCDONNELLDirectorArbuthnot Latham

IZABELLA SZADKOWSKAPartner, Corporate Commercial DepartmentAl Tamimi

VALÉRIE MANTOTDirectorSanne Group

MANOJ PRASADExecutive Vice ChairmanQue Capital

As part of the judging process, a shortlist was identified from the hundreds of entries received for these awards and the judges met for a round-table discussion to agree the winner for each category.

The 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 was to ensure that commercially sensitive information was kept confidential and conflicts of interest were avoided.

MANOJ KAPURManaging DirectorBank J Safra Sarasin Asset Management(Middle East)

WARREN LUYTManaging DirectorTrident Trust Company (UAE)

Cook Islands • Dubai • Hong Kong • London • Nevis • New Zealand • Panama • Samoa • Singaporewww.asiacititrust.com

Asiaciti Trust Group 163 Penang Road, #02-03 Winsland House II, Singapore 238463

Tel: (65) 6533 2611 • Fax: (65) 6305 0180 • Email: [email protected]

SEALED WITHTRUST

Trustee & Fiduciary Services • International Tax Planning • Wealth Protection • Estate & Succession Planning • Fund Administration • International Company Services

At Asiaciti Trust, we understand the importance of delivering reliable, discreet, personalised service. Place your trust in our 40 year record of adding long term value to clients’ wealth preservation strategies. We are committed to serving the best interests of our clients, protecting their assets and building a legacy for their families. Asiaciti Trust, a heritage of trust.

A HERITAGE OF TRUST


Asiaciti Trust Group is an international trust and corporate services provider. For 40 years we have provided special-

ist fiduciary services to private clients, interme-diaries and corporations. The Group is head-quartered in Singapore, and has operations in Hong Kong, the Cook Islands, Dubai, London, New Zealand, Nevis, Panama and Samoa.

Asiaciti Trust Group is pleased to have won the Best Independent Trust or Fiduciary Com-pany award for the second year in a row. Our Regional Director, Laurence Black was named Leading Individual (Advisor) and received a special Editor’s award for Outstanding Contri-bution to Wealth Management Thought Lead-ership.

What set you apart from your peers this year?

Asiaciti Trust Group is unique in our indus-try as a company with 40 years of heritage that remains family owned and fully indepen-dent. Our reputation has been built from de-cades of continued excellence. We were the first, or among the first, trust and corporate service providers in many of the jurisdictions we have operations. As such, we have an in depth knowledge and a key position within the business communities of these locations. Impeccable client service is also at our core; we invest in extensive consultation with clients to ensure we have a complete understanding of their unique needs and aspirations for the future. Whether dealing with private clients, in-termediaries or corporations, our independent status allows us to provide flexible, custom-ised solutions to address client requirements.

How have your colleagues contributed to the success of your organisation?

Our ability to deliver best-in-class client service and relevant solutions is undoubtedly a result of our hard-working and highly qual-ified professional team. Asiaciti Trust Group is committed to shape a positive corporate culture where people care about their work, understand their role, and are equipped to navigate change. We provide a stable environ-ment, both internally and externally, engender-ing trust in our clients, business partners and employees.

Our success is also contributed to our busi-ness partners in the region and the strong relationships with them that we continue to grow and value. We are delighted that the col-laborative team effort and hard work has been recognised through these awards.

What will you do to keep to the standard of an award-winner and push ahead in the future?

Asiaciti Trust Group remains committed to maintaining best in class industry standards, placing great emphasis on high quality, cli-ent-focused services. To ensure our high stan-dards of service are met, we maintain a higher employee to client ratio than many of our com-petitors, and implement policies and proce-dures designed to streamline operations.

We will continue to invest in people, infra-structure and our corporate culture to ensure that we remain on top of key developments and encompass the flexibility to adapt to the ever-changing environment.

What have been the challenges in obtaining excellence?

Asiaciti Trust has navigated a changing in-dustry landscape, increased regulation, and changing composition of our peers. With the complexity of international financial services ever increasing, staying focused and commit-ted to our core values - considering each and every client’s needs individually, rather than developing generic solutions - has allowed us to thrive.

In which areas are you improving and developing?

We are constantly investing in our people and systems, including protocols and consis-tency in all documentation and client services. We see healthy demand for our services, and the company continues to invest in supporting our offering to stay in front of the ever develop-ing regulatory requirements.

What do you hope will be the main consequence of achieving this accolade?

It is a great honour to be recognised in these awards, and testament to the hard work that the team has put in over the last 12 months. Asiaciti Trust hopes that this award serves as an endorsement of our abilities, and extends awareness throughout the industry that a wholly independent, family owned business, providing best in class service is a compelling proposition for clients. This accolade supports our goal of being recognised as a leader in the MENA wealth structuring space.

Asiaciti Trust Group tells Tom Burroughes from WealthBriefing about the qualities it says gives it an edge in the international trust and corporate services sector.

ASIACITI TRUST SETS THE PACE IN THE WEALTH STRUCTURING SPACE

“OUR REPUTATION HAS BEEN BUILT FROM DECADES OF CONTINUED EXCELLENCE. WE INVEST IN EXTENSIVE CONSULTATION WITH

CLIENTS TO ENSURE WE HAVE A COMPLETE UNDERSTANDING OF THEIR UNIQUE NEEDS AND ASPIRATIONS FOR THE FUTURE.”

There are more millionaires under the age of 21 than ever before. But how will this new wave of entrepreneurs change the face of wealth?

For a fresh perspective visit LombardOdier.com

Bank Lombard Odier & Co Ltd – Representative Office Dubai – Supervised by the UAE Central Bank – Conrad Business Tower – 12th Floor – Sheikh Zayed Road – Dubai, UAE – Tel : +971 4 509 0111

LO_Wealthbr_CEO_210x297.indd 1 02.12.16 10:54


Founded in 1796, Lombard Odier is a leading global wealth and asset manag-er focused on providing solutions to pri-

vate and institutional clients as well as to other financial institutions.

As one of the world’s best-capitalised banks, with a highly liquid balance sheet, Lombard Odier has grown stronger through more than 40 financial crises and stayed true to its prima-ry vocation of preserving and growing clients’ wealth. Today, the Group has a global network of offices, including Dubai, that serves as a hub for clients in the UAE and across the GCC region.

In November 2016, Lombard Odier has been named “Best United Arab Emirates Pri-vate Bank” (International) at the WealthBriefing GCC Region Awards.

What set you apart from your peers this year? Our ability to adapt. Evolution is in our cul-

ture and Lombard Odier has a proud history of innovation. Our clients also value our advice because we offer bespoke, tailored solutions rather than a general “one size fits all” ap-proach – something that holds us in very good stead in the local market.

What will you do to keep to the standard of an award-winner?

We will continue to evolve, and seek out new opportunities as they present themselves, but our singular focus will be on wealth and invest-ment management for private and institutional clients.

Stability and continuity underpin our Group and prudence and risk is at the core of our fi-nancial strength. It is what has held us togeth-er through the last 220 years, and what will continue to define us moving forward.

You celebrate this year 10 year anniversary in Dubai: how have you navigated?

We celebrated our 10 year anniversary in the United Arab Emirates this year, but our presence in the region actually stretches back much further than that. We have been active in the GCC region for over 50 years now, pro-viding them with the experience and the local

expertise that has allowed us to navigate peri-ods of volatility. Our ability to adapt seamlessly to local needs (e.g. succession planning and Islamic wealth management) is key to our suc-cess.

What are some of the key shifts you witnessed?

Given the challenges that global volatility presents, clients today are more interested in diversification than they were 10 years ago. So where a decade ago, they may have been invested completely in local equities, local bonds and local real estate, clients today are increasingly coming to us for advice on inter-national investments.

In some part, this is because a newer gen-eration - educated in global financial centers, and with an international mindset - understand the need for diversification both internationally and in terms of asset class. The result is a re-duction of risk in their portfolios. Although they remain confident in the local markets, they ac-tively diversify geographically.

How much potential still exists for wealth management services in the region?We have a very positive view in the potential of the Region. To support continued growth and in order to diversify the economy, countries in the region, and the UAE specifically, have been making investments in the tourism, con-struction, financial and clean energy sectors. This, combined with a population growth tra-jectory that is one of the highest in the world, means that the region is well-positioned for the future, benefitting from stable consumption and investment. This bodes well for the growth of the wealth management sector.

What is your long-term viewpoint?Our longevity is rooted in the decision to

keep the bank focused on meeting the needs of our clients. Through our international expan-sion, we are getting closer to our clients, what-ever the time zone.

Here in the GCC we are positive about our fu-ture. The region is taking positive steps to safe-guard the future – take Vision 2030 for example.

These changes will reduce uncertainty and risk in the local markets – and when our clients do well, we do well too.

You have just launched a new brand campaign: why?

We want to make sure that people under-stand who we are, as well as our purpose. We want to create a link, beyond just the prod-uct and services, but with the brand itself. We have ambitious growth targets for the business in the coming years and the new brand goes to the heart of our identity, character and val-ues. We also recognise the need to continually adapt to a changing environment, and this is part of our evolution as we navigate an in-creasingly complex and fast-changing world.

How do you position your company?The new brand represents the continuation

of a philosophy that has been at the heart of everything we do for centuries. It illustrates our ability to “rethink everything”, to provide our clients with different perspectives in our in-creasingly complex and fast-changing world. Because we are experts in the field, managing to grow our clients’ wealth across more than 40 crises in over two centuries – and we want-ed to centralise that point.

What are the values expressed?It aims to reinforce many of the values we

have always shared as a firm. We are innova-tive and develop state of the art infrastructure to help today’s entrepreneurs manage and grow their wealth. As investors, our focus is always on diversification and looking beyond the traditional investment landscape. And find-ing opportunity against a backdrop of uncer-tainty, and managing the risks accordingly, is what we do best. To help do this, we have as-sembled a diverse team of experienced strate-gists, analysts and investment experts across all our markets to support our clients through the complexities of today’s world. But most importantly, we want to emphasise trust. You can’t build long-term relationships with clients based on anything other than trust.

Our clients’ trust is our best reward.

Christophe Lalandre, Managing Director of Lombard Odier in the UAE interviewed by Tom Burroughes from WealthBriefing

LOMBARD ODIER BUILDSTRUST BY WILLINGNESS

TO ADAPT

“OUR CLIENTS ALSO VALUE OUR ADVICE BECAUSE WE OFFER BESPOKE, TAILORED SOLUTIONS RATHER THAN A GENERAL “ONE SIZE FITS ALL” APPROACH –

SOMETHING THAT HOLDS US IN VERY GOOD STEAD IN THE LOCAL MARKET.”

The very definition of a win-win.

Thank you WealthBriefing and Clearview Media for awarding SS&C Advent the “Best Portfolio Management Solution” for the third year in a row. Advent Portfolio Exchange® centralizes all your portfolio, client and prospect marketing data on one platform. People can get the information they need quickly, with customizable dashboards and robust reporting capabilities. Run it on-premise or in the cloud with outsourced operational support. It’s a real win-win. www.advent.com


SS&C Advent (SSNC: NASDAQ) provides software and software-enabled services to the global financial services industry.

SS&C’s portfolio of software and rapidly de-ployable software-enabled services allows our clients to automate and integrate front-, mid-dle- and back-office functions, spanning trad-ing and modelling, portfolio, collateral and FX management and reporting, and accounting, performance measurement, reconciliations and clearing. By leveraging SS&C’s solutions, cli-ents can focus on core operations, better mon-itor and manage investment performance and risk, improve operating efficiencies, accelerate decision-making and reduce operating costs.

SS&C has more than 65 offices worldwide and close to 7,000 employees serving over 10,000 clients. The company is headquartered in Windsor, Connecticut.

SS&C has been operating in the Middle East through its SS&C Advent business unit since 2006, and has more than 30 clients based in the region. The key to SS&C Advent’s success has been a strong local presence and deep under-standing of regional investment management practices, combined with world-class technolo-gy within our integrated middle- and front-office solutions.

SS&C Advent won the award for Best Portfo-lio Management Solution at the WealthBriefing GCC Awards.

What set you apart from your peers this year? SS&C’s Advent Portfolio Exchange‘s key

advantage is that it integrates powerful port-folio management and accounting, CRM, and client reporting functionality on a single plat-form. With APX, firms realize the full potential and benefits of an advanced CRM, report packaging capability and proven performance calculations with no incremental IT footprint, maintenance or integration requirements. APX offers tools for asset allocation and cash flow analysis, and handles a broad variety of asset classes including equities, ETFs, fixed income, futures, FX, mutual funds, options, OTC deriv-atives, REITS and alternatives. For any other asset classes, manual entry is available.

APX is further distinguished by its compre-hensive, customizable and automated reporting. APX reports help firms communicate more ef-fectively with their clients and provide a powerful service differentiator. In addition to more than 200 standard reports that can be custom-brand-ed, the APX reporting framework, built around Microsoft Reporting Services, offers unmatched

flexibility and control over the creation of unique reports, specifically providing the content and format choices that firms desire. Analytics re-ports, including attribution, contribution and ex-post risk, come standard with APX.

On top of industry-leading standard and customised reporting capabilities, APX de-livers quantifiable ROI with automated report packaging functionality that accelerates the period-end reporting process, reducing days-long processes to hours, while assuring great-er accuracy and allowing firms to monitor sta-tus during production.

Finally, APX meets security requirements with a patented audit trail and standard native role-based permissions, as well as process monitoring and alerts.

How have your colleagues contributed to the success of your organisation?

What sets SS&C Advent apart is the seam-less combination of global reach and local ex-pertise. Our dedicated team based in Dubai is composed of seasoned professionals with a wealth of experience in technology implemen-tations and management, along with front-line knowledge of local regulations, industry prac-tices and evolving market trends. By keeping their finger on the pulse of clients’ require-ments and regional developments, our local teams are able to provide clients with the ex-ceptional service and support for which SS&C Advent has become known around the world.

What will you do to keep to the standard of an award-winner and push ahead in the future?

A key ongoing practice that allows SS&C Advent to maintain our leadership position is to involve clients in the feature validation pro-cess through the online Advent Community. The Community delivers direct client engage-ment and unlocks the power of SS&C Advent’s valuable ecosystem of clients, partners, em-ployees and experts. In 2016, the Product Idea Exchange resulted in the delivery of around 20 updates over the course of two releases, with more in production and a vibrant Com-munity-sourced list of additional ideas in the pipeline.

What have been the challenges in obtaining excellence?

Technology is constantly evolving, so it is vital we continue to innovate in order to stay at the cutting edge and remain a competitive

force in this industry. With such diversity in local regulatory requirements, market practic-es, instrument types and client expectations, a key challenge is to ensure our products and services have the flexibility and specialisation to cope with all these different market flavors. Bringing together our world-class technology development capabilities with extensive on-the-ground knowledge helps us overcome this challenge and incorporate the required regional specificities into our solutions.

In which areas are you improving and developing?Features that have received recent updates and improvements include:• Enhancements for private equity that enable clients to create capital call transactions automatically, and exclude private equity from performance reports.• An expanded library of new and enhanced SSRS reports, including composite management, exposure detail and performance history detail, as well as improved report formatting. Clients also benefit from new standardised look-through reporting capabilities to more quickly address regulatory requirements such as AIFMD.• Expanded data management and information tracking capabilities. • Optimised workflows for more efficient access to critical portfolio, contact and security reference information.

Whom do you look up to for inspiration and examples to emulate and compare yourself against, either inside or outside the wealth management industry?

Our clients are our true inspiration. By work-ing with clients we can better understand their needs and how best to fulfil them. Partnership is the key to mutual success.

What do you hope will be the main consequence of achieving this accolade?

To enhance awareness of our Portfolio Management Solution’s industry-leading ca-pabilities and build on SS&C Advent’s already strong reputation in the region.

How will you use the award to raise profile in the industry and among clients?

Through social media and blog posts. It will be posted on the SS&C Technologies website as well.

The wealth technology house talks to Tom Burroughes from WealthBriefing about progress in setting best-in-class product and service standards.

SS&C ADVENTWINS INSPIRATION

FROM CLIENTS


THE WEALTHBRIEFING GCC REGION AWARDS WINNERS 2016

FRONT OFFICE SOLUTION

AWARDS WealthBriefing GCC REGION

2016

PORTFOLIO MANAGEMENT


2016

CLIENT COMMUNICATIONS AND REPORTING


2016

OUTSOURCING SOLUTION – EDITOR’S AWARD


2016

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (open to technology vendors only)

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (open to any organisation)

RISK PROFILING SOLUTION


2016

RISK MANAGEMENT


2016

BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION


2016

INNOVATIVE CLIENT SOLUTION


2016

ON-BOARDING


2016


BEST PRIVATE BANK (CLIENT SERVICE)


2016

PRIVATE BANKING CATEGORIES

UNITED ARAB EMIRATES PRIVATE BANK (LOCAL)


2016

BEST PRIVATE BANK (INVESTMENT MANAGEMENT PLATFORM)


2016

UNITED ARAB EMIRATES PRIVATE BANK (INTERNATIONAL)


2016

BEST PRIVATE BANK (TALENT MANAGEMENT)


2016

PRIVATE CLIENT CATEGORIES

TAX/ACCOUNTANCY TEAM


2016

INDEPENDENT TRUST OR FIDUCIARY COMPANY


2016

INSTITUTIONAL TRUST OR FIDUCIARY COMPANY – EDITOR’S AWARD


2016

INVESTMENT MANAGEMENT CATEGORIES

FUND MANAGER – EDITOR’S AWARD


2016

16 ACCLAIM | DECEMBER 2016

WOMEN IN WEALTH MANAGEMENT (INDIVIDUAL OR COMPANY CONTRIBUTION)


2016

LEADING INDIVIDUAL (ADVISOR)


2016

LEADING INDIVIDUAL (BANKER)


2016

OTHER WEALTH MANAGEMENT CATEGORIES

OVERALL GCC PRIVATE BANK


2016

LAURENCE BLACK

INTERNATIONAL FINANCE CENTRE – EDITOR’S AWARD


2016

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP – EDITOR’S AWARD


2016

PHILANTHROPY OFFERING – EDITOR’S AWARD


2016

FIONA MCCLAFFERTY

KIERAN MCDONNELL


ATTENDEE LISTThe WealthBriefing GCC Region Awards 2016

AABN AMRO Private Bankingadaa Financial ServicesADCB, Abu DhabiAl Tamimi & CoAlter DomusAqua Trust Services MaltaArbuthnot LathamAsiaciti Trust Group

BBank J Safra Sarasin Asset Management (Middle East)BarclaysBoston Multi-Family OfficeBridge Partners

CCapital for LifeClearView Family WealthClifford Chance

DDeloitteDeloitte Private, Deloitte & Touche MEDin Consultants

EDeloitteDeloitte Private, Deloitte & Touche MEDin Consultants

FFarrersFinanceMalta

HHawksford

IIBOIntertrustIthraa

JJersey Finance

LLGTLiectensteinische Landesbank AGLMM Investment ControllingLombard Odier

MM/Advocates of LawMacIntyre Asset ManagementMENA PartnersMoney Line Group

NNational Philathropic Trust UKNedbank Private WealthNorthern Trust

OOptimum Business Consultants

PPentaPremium Medical Protection

PricewaterhouseCoopersPrivate Office of HH Sheikh Abdulla Bin Rashed Al SharqiProfile Software

QQue Capital (DIFC)Quilter Cheviot

RRAKICC

SSanne Silver Beach DevelopmentsmartKYCSS&C AdventStamford ManagementStandard Chartered Private Bank

TThe Laurus GroupTrident Trust Company (UAE)Trowers & Hamlins

UUnion Bancaire Privee

VVerna

WWealthBriefing

THANK YOUOUR THANKS GO TO THE FOLLOWING FOR ALL THEIR HELP AND GENEROUS SUPPORT IN MAKING OUR WEALTHBRIEFING GCC REGION AWARDS OF 2016 A HUGE SUCCESS

RECENT RESEARCH OUTPUT

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The Technology & Operations Trends inWealth Management Report, 2015(WealthBriefing & SS&C Advent)This serves as third in WealthBriefing’s annual benchmark on technology and operations in the wealth management industry against a backdrop of increasing regulatory scrutiny, spiralling costs and an ever-more demanding client base. It examines topics including spending plans, openness to outsourcing, technology innovation and coping with compliance.Help or Hindrance? The Link Between Technology Provision and Advisor Productivity(WealthBriefing & SS&C Advent)Examining just how well wealth managers’ technology systems are facilitating advisors in their work in supporting existing clients and winning new ones, this piece highlights the growing importance of technology as a recruitment and retention differentiator, with firms’ poor systems leaving their staff frustrated.Client Reporting: Or is it ClientCommunications?(Family Wealth Report & Private ClientResources)This study tackles the subject of client reporting in the depth it now so clearly merits. While there are wealth managers pushing themselves to offer the enhanced reporting capabilities clients will increasingly expect, the results of this research

show just how great the gap between expectation and reality actually is - for HNW individuals and their advisors alike.A Tale of Two Cities (For Now): The Rise ofExternal Asset Management in Asia(WealthBriefingAsia & UBS)With the independent asset management landscape in Asia currently dominated by the powerhouses of Hong Kong and Singapore, this first-of-its-kind research casts light on how this business model is set to evolve and the challenges it faces – both in these Two Cities and the region’s nascent growing markets includingThailand, the Philippines and Malaysia.Evolving Operating Models in WealthManagement(WealthBriefing & Avaloq)The first of two companion-piece reports on the state of technology in the wealth management industry, this research examines how firms are working to streamline operations and achieve compelling efficiency gains through alternative sourcing models. In particular, it focuses on the outsourcing of standardised functions so that resources – and corporate energy – can be redeployed in truly differentiating areas.Innovation in Wealth Management(WealthBriefing & Avaloq)Part two in this digistalisation exploration draws back the veil on what is really happening within institutions as they dip their toes into exciting new

developments in client- and advisor-facing technology. It assesses the true pertinence of perceived “nice-to-haves” such as mobile apps, social media, big data and digital vaults, as well as highlighting what firms are doing to eradicate paper-based processes and foster bottom-line growth through continual improvement of the client experience.Towards True KYC: TechnologicalInnovations in Client Due Diligence(WealthBriefing & smartKYC)Combining best practice insights from wealth managers and legal professionals alike with exclusive survey data, this research examines how technology can be used to help reduce the client screening burden whilst maintaining the tightest of risk controls as client due diligence policies and KYC procedures creep to the top of the risk management agenda.The Weight of Money - How PrivateInvestment Is Changing World Real Estate(WealthBriefing & Savills)With burgeoning interest in real estate as an asset class showing no signs of abating, this study discusses the key factors driving this cultural shift. This study brings together survey evidence from wealth managers and expert opinions to reveal and contextualise the trends in global property investment among high net worth individuals, from the real estate destination of choice to how portfolio allocation amounts are set to shift.

TECHNOLOGY AND OPERATIONS TRENDS IN THE WEALTH MANAGEMENT INDUSTRY

EVOLUTIONS IN IT, OUTSOURCING AND DIGITAL MEDIA

2015

HELP OR HINDRANCE? THE LINK BETWEEN TECHNOLOGY PROVISION AND ADVISOR PRODUCTIVITY

CLIENT REPORTING: OR IS IT CLIENT COMMUNICATIONS?

THE RISE OF EXTERNAL ASSET MANAGERS IN ASIA

A TALE OF TWO CITIES (FOR NOW)

EVOLVING OPERATING MODELS IN WEALTH MANAGEMENTWealth managers and private banks are rapidly evolving their operating models in response to seismic shifts across a range of business-critical areas and, for many, alternative sourcing models are looking increasingly attractive.

INNOVATION IN WEALTH MANAGEMENT

Innovation and what it means for wealth managers, both today and going forward, is one of the industry's hottest topics.

TOWARDS TRUE KYC: TECHNOLOGICAL INNOVATIONS IN CLIENT DUE DILIGENCE

THE WEIGHT OF MONEYHow private investment is changing world real estate

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