Fourth Annual WealthBriefing Wealth For Good Awards 2025

Please note that this is the first stage of the nomination process. If you subsequently decide not to continue with entering these awards on completion of this form, you are under no obligation to do so.

For any questions about the programme or categories, please contact rachel.fokes@clearviewpublishing.com

Name Name First Last
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Street Address Address Line 2 City State / Province / Region Postal / Zip Code Country
Please indicate which geographies your business covers and select your type of business below. Then the form will display a list of categories to choose from.

Note that you have a chance to win an overall award, depending on your separate category submissions.
Please indicate which geographies your business covers:

Please indicate which geographies your business covers: Global Americas APAC Europe MENA Switzerland United Kingdom
Type of Business

Type of Business Multi-Family Office Fund Management Professional Services Private Asset Manager Technology Trust and Fiduciary Company Consultancy Not-For-Profit, Foundations and Trusts International Financial Centre (IFC) Private Bank
Private Banking Categories
Entrants should be private banks that excel in aspects of CSR, sustainability, SRI, ESG and impact investing with their internal programs/initiatives or in their service/product offerings to their U/HNW clients.

Private Banking Categories
Entrants should be private banks that excel in aspects of CSR, sustainability, SRI, ESG and impact investing with their internal programs/initiatives or in their service/product offerings to their U/HNW clients. CSR Strategy and Implementation
Open to: Private banks that can demonstrate policies reflecting accountability and commitment to contributing to the well-being of communities and society through various environmental and social measures. This includes their positive messaging to the wider community. Internal Equality, Diversity and Inclusion Program
Open to: Private banks that can demonstrate values supporting different groups of individuals, including people of different races, ethnicities, religions, abilities, genders, and sexual orientations. Female Executive
Open to: Women within private banking who offer leadership in the implementation of strategies for their organization or the wider industry. Client Reporting
Open to: Private banks with a superior method of providing details of a fund or portfolio performance. Sustainable Investment Performance
Open to: Private banks with an investment product that has a sustainability focus including negative screening as well as positive screening. Innovation in Sustainability
Open to: Private banks with an investment product that has a sustainability focus including negative screening as well as positive screening. Innovation in ESG
Open to: Private banks with investment products in the environmental, social and governance space. Innovation in SRI
Open to: Private banks that have an investment product involving the choosing or disqualifying of investments based on specific ethical criteria. Innovation in Impact Investing
Open to: Private banks with an investment vehicle for U/HNW clients aiming to produce a social benefit. Impact Investing Performance
Open to: Private banks with an investment vehicle for U/HNW clients aiming to produce a social benefit. Philanthropic Initiative
Open to: Private banks that have a strategy around the allocation of time or money to charitable work, scholarships, community investments, or sponsorships. Communication Strategy
Open to: Private banks or external PR companies that are tasked with communicating the strategy. NextGen Support
Open to: Private banks that offer advice or products specifically offered to the younger generation of an UHNW family. Philanthropy Service Offering
Open to: Private banks that have a service or product that promotes the welfare of others by the donation of money or time to good causes. Thought Leadership
Open to: Private banks that use internal resources and intellectual property to produce influential material for external exposure. Use of Technology - Client Experience
Open to: Private banks that have a technology solution for UHNW clients (aimed particularly at the younger generation).
Private Asset Management Categories
Entrants should be non-bank companies whose main activity is overseeing a financial portfolio of a U/HNW client base .

Private Asset Management Categories
Entrants should be non-bank companies whose main activity is overseeing a financial portfolio of a U/HNW client base . CSR Strategy and Implementation
Investment categories cover ESG, Impact, SRI and Sustainability. Internal Equality, Diversity and Inclusion Practices or Program
Open to: Asset managers that can demonstrate values supporting of different groups of individuals, including people of different races, ethnicities, religions, abilities, genders, and sexual orientations. Philanthropic Initiative
Open to: Asset managers that have a strategy around the allocation of time or money to charitable work, scholarships, community investments, or sponsorships. Female Executive
Open to: Women within a private asset managers who offer leadership in the implementation of strategies for their organisation or the wider industry. Investment Methodology
Open to: Asset managers that have developed a methodology involving calculations, data inputs, and processes used to arrive at the final assessment or rating. Investment Performance
Open to: Asset managers which, by utilising performance indicators, have a demonstrable excellence. Investment Research
Open to: Asset managers that have a market leading approach to assessing different factors related to examining a company's practices prior to investment. Impact Investment Performance
Open to: Private asset managers with an investment vehicle for U/HNW clients aiming to produce a social benefit. Client Reporting
Open to: Private asset managers with a superior method of providing details of a fund or portfolio performance. NextGen Support
Open to: Asset managers that offer advice or products specifically offered to the younger generation of an UHNW family. Innovative Offering or Advice
Open to: Private asset managers that have a distinctive product or service Thought Leadership
Open to: Asset managers that use internal resources and intellectual property to produce influential material for external exposure. Use of Technology - Client Experience
Open to: Asset managers that have a technology solution for UHNW clients (aimed particularly at the younger generation).
Fund Management Categories
Entrants should be companies that are responsible for implementing a fund's investing strategy and managing its portfolio trading activities covering sustainability, SRI, ESG and Impact.

Fund Management Categories
Entrants should be companies that are responsible for implementing a fund's investing strategy and managing its portfolio trading activities covering sustainability, SRI, ESG and Impact. CSR Strategy and Implementation
Open to: Fund managers which can demonstrate policies reflecting accountability and commitment to contributing to the well-being of communities and society through various environmental and social measures. Female Executive
Open to: Women within fund management who offer leadership in the implementation of strategies for their organisation or the wider industry. Internal Equality, Diversity and Inclusion Program
Open to: Fund managers that can demonstrate values supporting of different groups of individuals, including people of different races, ethnicities, religions, abilities, genders, and sexual orientations. Communication Strategy
Open to: Fund managers or external PR companies that are tasked with communicating the strategy. Investment Methodology
Open to: Fund providers that have developed a methodology involving calculations, data inputs, and processes used to arrive at a final assessment or rating. Investment Performance
Open to: Fund managers which, by utilizing performance indicators, have demonstrably excellent funds. Investment Research
Open to: Fund managers that have a market leading approach to assessing different factors when examining a company's practices prior to investment. Hedge Fund
Open to: Fund managers with a hedge fund product. Private Equity (PE) Fund
Open to: Fund managers with a private equity product. Client Reporting
Open to: Private asset managers with a superior method of providing details of a fund or portfolio performance. Innovative Offering
Open to: Fund/asset managers that have a distinctive product or service. Client Reporting
Open to: Fund/asset managers with a superior method of providing details of a fund or portfolio performance. Thought Leadership
Open to: Fund managers that use internal resources and intellectual property to produce influential material for external exposure.
Multi-family Office Categories
Entrants should be independent organizations that support multiple UHNW families to manage their wealth and wider affairs.
Investment categories cover ESG, Impact, SRI and Sustainability.

Multi-family Office Categories
Entrants should be independent organizations that support multiple UHNW families to manage their wealth and wider affairs.
Investment categories cover ESG, Impact, SRI and Sustainability. CSR Strategy and Implementation
Open to: Multi-family offices that can demonstrate policies reflecting accountability and commitment to contributing to the well-being of communities and society through various environmental and social measures. Communication Strategy
Open to: Multi-family offices or external PR companies that are tasked with communicating the strategy. Internal Equality, Diversity and Inclusion Practices or Program
Open to: Multi-family offices that can demonstrate values supporting of different groups of individuals, including people of different races, ethnicities, religions, abilities, genders, and sexual orientations. Investment Offering
Open to: Multi-family offices that offer advice or products to their UHNW clients or families. Philanthropy Offering
Open to: Multi-family offices that have a service/product or advice function that promotes the welfare of others by the donation of money to good causes. Female Executive
Open to: Women within multi-family offices who offer leadership in the implementation of strategies for their organization or the wider industry. Innovative Offering or Advice
Open to: Multi-family offices that have a distinctive product or service. Client Reporting
Open to: Multi-family offices with a superior method of providing details of a fund or portfolio performance. NextGen Support
Open to: Multi-family offices that offer advice or products specifically offered to the younger generation of an UHNW family. Use of Technology - Client Experience
Open to: Multi-family offices that have a technology solution for UHNW clients.
Trust and Fiduciary Categories
Entrants should be trust or fiduciary companies servicing families, UNHW individuals or the wealth management sector.

Trust and Fiduciary Categories
Entrants should be trust or fiduciary companies servicing families, UNHW individuals or the wealth management sector. CSR Strategy and Implementation
Investment categories cover ESG, Impact, SRI and Sustainability. Internal Equality, Diversity and Inclusion Practices or Program
Open to: Firms that can demonstrate values supporting of different groups of individuals, including people of different races, ethnicities, religions, abilities, genders, and sexual orientations. Philanthropic Initiative
Open to: Firms that have a strategy around the allocation of time or money to charitable work, scholarships, community investments, or sponsorships. Female Executive
Open to: Women within trust and fiduciary firms who offer leadership in the implementation of strategies for their organisation or the wider industry. Innovative Offering
Open to: Trust and fiduciary firms that have a distinctive product or service. Client Reporting
Open to: Trust and fiduciary firms with a superior method of providing details of a fund or portfolio performance. Communication Strategy
Open to: Trust or fiduciary companies or external PR companies that are tasked with communicating the strategy. Investment Advice or Service Provision
Open to: Firms which offer products or advice in their management of trust based portfolios. Philanthropy Offering
Open to: Firms that offer a service or advice that promotes the welfare of others by the donation of money or time to good causes. Thought Leadership
Open to: Firms that use internal resources and intellectual property to produce influential material for external exposure. NextGen Support
Open to: Firms that offer advice or products specifically offered to the younger generation of an UHNW family.
Professional Service Firm Categories
Entrants should be practicing law or accountancy firms serving U/HNW individuals and families.

Professional Service Firm Categories
Entrants should be practicing law or accountancy firms serving U/HNW individuals and families. CSR Strategy and Implementation
Open to: Firms which can demonstrate policies reflecting accountability and commitment to contributing to the well-being of communities and society through various environmental and social measures. Internal Equality, Diversity and Inclusion Program
Open to: Firms that can demonstrate values supporting of different groups of individuals, including people of different races, ethnicities, religions, abilities, genders, and sexual orientations. Innovative Offering or Advice
Open to: Professional service firms that have a distinctive product or service. Philanthropy Offering or Advice
Open to: Firms that offer advice to UHNW clients on the best ways to further the welfare of others by the donation of money to good causes. Thought Leadership
Open to: Firms that use internal resources and intellectual property to produce influential material for external exposure. Female Executive
Open to: Women within professional services firms who offer leadership in the implementation of strategies for their organisation or the wider industry.
Technology Categories
Entrants should be wealthtech/family office technology companies.

Technology Categories
Entrants should be wealthtech/family office technology companies. CSR Strategy and Implementation
Open to: Technology companies which can demonstrate policies reflecting accountability and commitment to contributing to the well-being of communities and society through various environmental and social measures. Internal Equality, Diversity and Inclusion Practices or Program
Open to: Technology companies that can demonstrate values supporting of different groups of individuals, including people of different races, ethnicities, religions, abilities, genders, and sexual orientations. Communication Strategy
Open to: Technology companies or external PR companies that are tasked with communicating the strategy. Data Solution
Open to: Technology companies with a data based solution. Reporting Solution
Open to: Technology companies that have a solution or tool which supports planning, regulation and disclosure for wealth management companies. Screening Solution
Open to: Technology companies with a solution that methodically reviews data to screen across a range of criteria prior to investment. Innovative Technology Solution
Open to: Technology companies which have a ground-breaking solution aimed at the wealth management community. Newcomer or Start-Up
Open to: Technology companies which have been successfully operating for a short period of time with a wealthtech solution. Female Executive
Open to: Women within the technology sector who offer leadership in the implementation of strategies for their organisation or the wider industry. Implementation of a Technology Solution
Open to: Technology companies that have been successfully implemented a wealthtech project. Thought Leadership
Open to: Technology companies that use internal resources and intellectual property to produce influential material for external exposure.
Consultancy Categories
Entrants should offer consultancy services to the wealth management/family office or UHNWI communities.

Consultancy Categories
Entrants should offer consultancy services to the wealth management/family office or UHNWI communities. CSR Strategy and Implementation
Open to: Wealth management consultancies which can demonstrate policies reflecting accountability and commitment to contributing to the well-being of communities and society through various environmental and social measures. Internal Equality, Diversity and Inclusion Practices or Program
Open to: Consultancies within wealth management that can demonstrate values supporting of different groups of individuals, including people of different races, ethnicities, religions, abilities, genders, and sexual orientations. Philanthropic Initiative
Open to: Wealth management consultants that have a strategy around the allocation of time or money to charitable work, scholarships, community investments, or sponsorships. Research and Methodology
Open to: Wealth management consultancies that have a market leading approach, processes or methodology to assessing different factors when examining a company's practices prior to investment. Philanthropy Consultancy
Open to: Wealth management consultancies that offer advice to UHNW clients on the best ways to further the welfare of others by the donation of money to good causes. Investment Consultancy
Open to: Wealth management consultancies that have a market leading approach to assessing different factors when examining a company's practices prior to investment. Thought Leadership
Open to: Consultancies within wealth management that demonstrate expertise for the wider industry. Female Executive
Open to: Women within firms offering consultancy services who offer leadership in the implementation of strategies for their organisation or the wider industry. Innovative Offering or Advice
Open to: Consultancies that have a distinctive product or service.
Not-For-Profit, Foundations and Trusts
Entrants should be organisations that are engaged in activities where profit making is not the primary goal. This includes their messaging to the wider community

Not-For-Profit, Foundations and Trusts
Entrants should be organisations that are engaged in activities where profit making is not the primary goal. This includes their messaging to the wider community CSR Strategy and Implementation
Open to: Organisations that can demonstrate policies reflecting accountability and commitment to contributing to the well-being of communities and society through various environmental and social measures. Internal Equality, Diversity and Inclusion Practices or Program
Open to: Organisations that can demonstrate values supporting of different groups of individuals, including people of different races, ethnicities, religions, abilities, genders, and sexual orientations. Communication Strategy
Open to: Organisations or external PR companies that are tasked with communicating the strategy. Initiative or Program
Open to: Organisations that offer advice or investment initiatives on behalf of UHNW clients to further the welfare of others by the donation of money or time to good causes Thought Leadership
Open to: Organisations that use internal resources and intellectual property to produce influential material for external exposure. Fund Raising Campaign
Open to: Organisations that offer advice or investment initiatives on behalf of UHNW clients to further the welfare of others by the donation of money or time to good causes. Innovative Offering or Advice
Open to: Consultancies that have a distinctive product or service.
International Finance Centre Categories
Entrants should be organisations that cater primarily to international clients.

International Finance Centre Categories
Entrants should be organisations that cater primarily to international clients. CSR Strategy and Implementation
Open to: Organisations that can demonstrate policies reflecting accountability and commitment to contributing to the well-being of communities and society through various environmental and social measures. Innovative Offering
Open to: IFC's that have a distinctive product or service. Sustainability Program
Open to: IFC's that have a outstanding activities in the area of sustainability. Internal Equality, Diversity and Inclusion Practices or Program
Open to: IFC's that can demonstrate values supporting of different groups of individuals, including people of different races, ethnicities, religions, abilities, genders, and sexual orientations.
Leadership Categories
Entrants should be from private banks, wealth management organisations or any other companies that have a UHNW client-base or service the industry.

Leadership Categories
Entrants should be from private banks, wealth management organisations or any other companies that have a UHNW client-base or service the industry. CEO: Private Banking
Open to: Leaders within private banking who offer leadership in the implementation of wealth for good strategies for their organisation. CEO: Trust Company
Open to: Leaders within trust companies who offer leadership in the implementation of wealth for good strategies for their organisation. CEO: Technology
Open to: Leaders within a technology company who offer leadership in the implementation of wealth for good strategies for their organisation. CEO: Multi-Family Family Office
Open to: Leaders within a multi family office who offer leadership in the implementation of wealth for good strategies for their organisation. CEO: Asset Manager
Open to: Leaders within an asset manager who offer leadership in the implementation of wealth for good strategies for their organisation. Outstanding Contribution to Wealth For Good Initiatives (Under 40's)
Open to: Individuals within wealth management who demonstrate expertise or strategies for the wider industry. Outstanding Contribution to Wealth For Good Initiatives
Open to: Individuals within wealth management who demonstrate expertise or strategies for the wider industry. Overall Female Executive Championing a Wealth For Good Strategy
Open to: An overall winner will be chosen by the judges from the individual sector submissions and does not need to be entered separately. Leading Individual in Wealth For Good
Open to: Individuals that can demonstrate that their work within wealth management puts them ahead of their peer group.
I agree to the WealthBriefing's Awards Terms and Conditions and privacy policy.

I agree to the WealthBriefing's Awards Terms and Conditions and privacy policy. I agree
I hereby confirm this Awards program is being entered with the full knowledge and consent of the company or individual being put forward for consideration by the Judges.

I hereby confirm this Awards program is being entered with the full knowledge and consent of the company or individual being put forward for consideration by the Judges. I confirm

Fourth Annual WealthBriefing Wealth For Good Awards 2025

Fourth Annual WealthBriefing Wealth For Good Awards 2025

Please indicate which geographies your business covers and select your type of business below. Then the form will display a list of categories to choose from. Note that you have a chance to win an overall award, depending on your separate category submissions.

Please indicate which geographies your business covers and select your type of business below. Then the form will display a list of categories to choose from.

Note that you have a chance to win an overall award, depending on your separate category submissions.