Private Banking & Wealth Management London Conference & Awards 2022

The Waldorf Hilton, London
15th June 2022

Awards

Nominations for the Private Banking Awards 2022 now open.

The Private Banking Awards 2022 will recognise winners in different categories that cover the private banking sector. The awards are open to: private banks, wealth managers and solution providers. Whilst focusing mostly on UK companies and individuals, a number of categories are open to European banks and providers too.

To submit a nomination, please send your completed PBL22 Awards Entry Form and any supporting documents to leonidas.trapotsis@arena-international.com by 5pm GMT on 16th May 2022. Please refer to the PBL22 Information Pack for submission rules.

 

Awards Categories & Judging Criteria


Outstanding Private Bank – UK – Domestic Clients
Celebrating the best among the private banks in the UK that are successfully serving domestic wealthy clients. Suggested performance criteria to include (where possible):

• Client assets under management
• Cost/income ratio
• Net new money
• Number of private clients
• Number of advisors/relationship managers/private bankers
• Annual staff retention rate
• Please expand on your specific business model and domestic clients acquisition as well as retention strategy in the UK
• Please expand on the other strengths that enable your institution to excel and stand out (in no more than 250 words)

Outstanding Private Bank – UK – International Clients
Celebrating the best among the private banks in the UK that are successfully serving international wealthy clients. Suggested performance criteria to include (where possible):

• Client assets under management
• Cost/income ratio
• Net new money
• Number of private clients
• Number of advisors/relationship managers/private bankers
• Annual staff retention rate
• Please expand on your specific business model and international clients acquisition as well as retention strategy in the UK
• Please expand on the other strengths that enable your institution to excel and stand out (in no more than 250 words)

Outstanding Private Bank – UK Crown dependencies
Celebrating the best among the private banks that are successfully serving wealthy clients in Jersey, Guernsey and Isle of Man. Suggested performance criteria to include (where possible):

• Client assets under management
• Cost/income ratio
• Net new money
• Number of private clients
• Number of advisors/relationship managers/private bankers
• Annual staff retention rate
• Please expand on your specific business model and client acquisition as well as retention strategy in Jersey, Guernsey and Isle of Man
• Please expand on the other strengths that enable your institution to excel and stand out in these markets (in no more than 250 words)
• How do you plan to develop your service capability for these markets in the future?

Outstanding Private Bank – Nordic region
Celebrating the best among the private banks in the Nordic region that are successfully serving wealthy clients. Suggested performance criteria to include (where possible):

• Client assets under management
• Cost/income ratio
• Net new money
• Number of private clients
• Number of advisors/relationship managers/private bankers
• Annual staff retention rate
• Please expand on your specific business model and client acquisition as well as retention strategy
• Kindly mention other strengths that enable your institution stand out in the Nordic region’s private banking industry (in no more than 250 words)
• Kindly mention details if you launched any noteworthy products and/or services/ made any strategy changes in 2021 that are enabling you to excel further

Outstanding Private Bank – Western European region
Celebrating the best among the private banks in the Western European region that are successfully serving wealthy clients. Suggested performance criteria to include (where possible):

• Client assets under management
• Cost/income ratio
• Net new money
• Number of private clients
• Number of advisors/relationship managers/private bankers
• Annual staff retention rate
• Please expand on your specific business model and client acquisition as well as retention strategy
• Kindly mention other strengths that enable your institution stand out in the Western
• European region’s private banking markets (in no more than 250 words)
• Kindly mention details if you launched any noteworthy products and/or services/ made any strategy changes in 2021 that are enabling you to excel further

Outstanding Private Bank – Eastern European region
Celebrating the best among the private banks in the Eastern European region that are successfully serving wealthy clients. Suggested performance criteria to include (where possible):

• Client assets under management
• Cost/income ratio
• Net new money
• Number of private clients
• Number of advisors/relationship managers/private bankers
• Annual staff retention rate
• Please expand on your specific business model and client acquisition as well as retention strategy
• Kindly mention other strengths that enable your institution stand out in the Eastern European region’s private banking markets (in no more than 250 words)
• Kindly mention details if you launched any noteworthy products and/or services/ made any strategy changes in 2021 that are enabling you to excel further

Outstanding Private Banking Client Engagement
Celebrating a private bank with an outstanding performance record in servicing wealthy clients, customer engagement and relationship management, the use of new technologies, social media and applications. Suggested performance criteria to include (where possible):

• Number of private clients
• Percentage of new clients in past 12 months
• Number of advisors/relationship managers/private bankers
• Please expand on the initiatives your institution has taken to enable successful customer relationship service and engagement, and why you deserve this award
• Please describe the competitive environment for this proposition, referring to similar peer initiatives, and describe why this offering stands out
• How do you plan to develop the service capability in the future?

Outstanding Wealth Management Technology Provider – middle office (vendor)
Celebrating a company that is making a real contribution to the efficiency and customer-centricity of the UK and Europe wealth industry through successful middle and back-end technology offerings. Suggested performance criteria for the region to include (where possible):

• Number of clients
• Percentage of new clients in past 12 months
• Number of advisors/relationship managers/private bankers
• Please describe your institution’s wealth management technology platform and why it deserves this award? When was this platform launched and how have you developed this service in 2021?
• Kindly expand on what makes this technology platform stand out from its competitors

Outstanding Wealth Management Technology Provider – back office (vendor)
Celebrating a company that is making a real contribution to the efficiency and customer-centricity of the UK and Europe wealth industry through successful middle and back-end technology offerings. Suggested performance criteria for the region to include (where possible):

• Number of clients
• Percentage of new clients in past 12 months
• Number of advisors/relationship managers/private bankers
• Please describe your institution’s wealth management technology platform and why it deserves this award? When was this platform launched and how have you developed this service in 2021?
• Kindly expand on what makes this technology platform stand out from its competitors

Outstanding Digital Solutions Provider (vendor)
Celebrating a company that is making a real contribution to the efficiency and customer-centricity of the UK and Europe wealth industry through successful front-end digital offerings. Suggested performance criteria for the region to include (where possible):

• Number of clients
• Percentage of new clients in past 12 months
• Please describe the service offering you are entering and why? When was this product launched and how have you developed this service in 2021?
• Kindly expand on what makes this product stand out from its competitors
• Client recommendations/ successful case study

Outstanding Private Bank for Next Generation Proposition
Celebrating an institution that is extending its product proposition effectively and successfully to engage the next generation of wealthy clients. Suggested performance to include (where possible):

• Number of private clients
• Percentage of new clients in past 12 months
• Please describe the service offering you are entering and why? (Kindly describe the time of launch of this initiative. How have you developed this service in 2021?)
• Please describe the competitive environment for this proposition, referring to similar peer initiatives, and describe why this offering stands out
• How do you plan to develop the service capability in the future?

Outstanding Private Bank for UHNW Clients
Celebrating an institution that is extending its product proposition effectively and successfully to satisfy the needs of the ultra-high net worth clientele. Suggested performance to include (where possible):

• Number of private clients
• Percentage of new clients in past 12 months
• Please describe the service offering you are entering and why? (Kindly describe the time of launch of this initiative. How have you developed this service in 2021?)
• Please describe the competitive environment for this proposition, referring to similar peer initiatives, and describe why this offering stands out.
• How do you plan to develop the service capability in the future?

Outstanding Private Bank for Philanthropy Proposition
Celebrating a private bank that is making a real contribution to their clients philanthropic’ lives by enabling different ways of giving and establishing best practice. Suggested performance to include (where possible):

• Number of private clients
• Percentage of new clients in past 12 months
• Number of advisors/relationship managers/private bankers
• Please describe the service offering you are entering and why? (Kindly describe the time of launch of this initiative. How have you developed this service in 2021?)
• Please describe the competitive environment for this proposition, referring to similar peer initiatives, and describe why this offering stands out
• How do you plan to develop the service capability in the future?

Outstanding Private Bank for Sustainable and Ethical Investment
Celebrating the best among private banks that are successfully serving wealthy clients in terms of sustainable and ethical investments as well as ESG. Suggested performance criteria to include (where possible):

• Client assets under management
• Cost/income ratio
• Net new money
• Number of private clients
• Ratio of investments into sustainable products/companies compared to those who are not
• Reflection on how the firm has respected ethical values, such as those set up by the UN
• Please expand on the other strengths that enable your institution to excel and stand out (in no more than 250 words)

Outstanding Private Bank for Diversity and Inclusion
Celebrating the best among the private banks that are successfully embracing diversity and inclusion, both in the company and in terms of clients. Suggested performance criteria to include (where possible):

• Client assets under management
• Cost/income ratio
• Net new money
• Number of private clients and the segmentation of said clients
• Number of advisors/relationship managers/private bankers and diversity within these roles
• Annual staff retention rate
• Please expand on your specific business model for inclusion to the bank, whether this is through certain schemes or frictionless onboarding etc.
• Please expand on the other strengths that enable your institution to excel and stand out (in no more than 250 words)

Employee Engagement
Celebrating the best among private banks that are successfully keeping and rewarding talent within their firm. Suggested performance criteria to include (where possible):

• Full-time employee numbers
• Numbers over time (pre/post Covid)
• Number of private clients
• Number of advisors/relationship managers/private bankers
• Annual staff retention rate
• Employee reward or education schemes
• Please expand on the other strengths that enable your institution to excel and stand out (in no more than 250 words)

Sponsor Information

To enquire about sponsorship opportunities for the conference, please contact:

 

Ben Lloyd-Davies
Head of Sponsorship Sales
T: +44 (0) 20 7936 6552
E: BenLloyd-Davies@arena-international.com

To enquire about marketing opportunities for the conference, please contact:

Kadin Luong

E: kadin.luong@arena-international.com


Speaker Information

The Private Banking & Wealth Management London programme is written in collaboration with industry, if you would have a case study, idea or just a comment, please contact:

 

Amy Malkani
Senior Conference Producer
T: +44 (0) 20 7947 2988
E: amy.malkani@arena-international.com