The Fourth WealthBriefing Channel Islands Awards 2025

Please note this Registration of Interest is the first stage of the nomination process.

If you subsequently decide not to continue with entering these awards, you are under no obligation to do so.

Name Name First Last
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Industry Type:
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Please select all the categories you would be interested in entering.
PRIVATE BANKING CATEGORIES (OVERALL)
Open to all private banks that have an operation in Jersey or Guernsey, and have a demonstrable track record of an exceptional service provision:

PRIVATE BANKING CATEGORIES (OVERALL)
Open to all private banks that have an operation in Jersey or Guernsey, and have a demonstrable track record of an exceptional service provision:

OVERALL PRIVATE BANK
Awarded To: A Jersey or Guernsey based private bank which has demonstrated excellence across a range of disciplines. PURE PLAY PRIVATE BANK
Awarded To: A stable and independent private bank providing diverse and innovative wealth management services at the core of its business. PRIVATE BANK EMPLOYER OF THE YEAR
Awarded To: A private bank that has demonstrated its ability to attract and retain its employees through a combination of skillful recruitment or talent management. INNOVATIVE USE OF TECHNOLOGY
Awarded To: A private company which has developed innovative products and services for their clients as part of a solutions-focused service model. CUSTOMER FACING PLATFORM
Awarded To: A private bank that demonstrates superior client facing digital capabilities (direct to customer or in support of client advisors). DIVERSITY INITIATIVE
Awarded To: A private bank with an outstanding diversity and inclusion proposition and offering. INVESTMENT PLATFORM
Awarded To: A platform providing securities, fund wraps or funds to enable investors to buy and hold securities and funds on the platform. CLIENT ONBOARDING INITIATIVE
Awarded To: A technology solution by a private bank to help wealth managers bring new clients into their organisation.
PRIVATE BANKING CATEGORIES (TEAM BASED)
Open to private banks or individual teams within banks that have an operation in Jersey or Guernsey, and have a demonstrable track record in servicing U/HNW clients and families in the following categories:

PRIVATE BANKING CATEGORIES (TEAM BASED)
Open to private banks or individual teams within banks that have an operation in Jersey or Guernsey, and have a demonstrable track record in servicing U/HNW clients and families in the following categories:
WEALTH PLANNING
Awarded To: A private bank team that has excelled in performing wealth planning services. CREDIT PROVIDER
Awarded To: A private bank team that provides credit services for family office or UHNW clients. FX SOLUTION
Awarded To: A private bank team providing foreign exchange services to wealth management organisations or clients. HNW TEAM
Awarded To: A private bank team who look after clients with under £20 million with the bank. UHNW TEAM
Awarded To: A private bank team who look after clients with over £20 million with the bank. INTERNATIONAL WEALTH PLANNING
Awarded To: A private bank team that has excelled in performing wealth planning services internationally. PHILANTHROPY
Awarded To: A private bank team that has excelled in the provision of a philanthropy advice or execution, or a charitable initiative CHARITY
Awarded To: A team working within a wealth management organisation or stand-alone business offering advice and fulfillment to charities. ESTATE PLANNING
Awarded To: A private bank team that provides estate planning advice to private clients. ESG
Awarded To: A private bank with investment products in the environmental, social and governance space. IMPACT INVESTING
Awarded To: A private bank with an outstanding Impact Investing offering and service. FAMILY OFFICE SERVICES
Awarded To: A team within a private bank or other wealth manager that delivers tailored solutions to family offices. CORPORATE SOCIAL RESPONSIBILITY INITIATIVE
Awarded To: A private bank 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.
TRUST CATEGORIES
Open to all companies which are operational in the Channel Islands and offer trust services:

TRUST CATEGORIES
Open to all companies which are operational in the Channel Islands and offer trust services:
TRUST COMPANY WITH AUA UP TO £2 BILLION
Awarded To: A trust company with up to and including £2 billion AuA. TRUST COMPANY WITH AUA BETWEEN £2-5 BILLION
Awarded To: A trust company with between £2 billion and £5 billion AuA. TRUST COMPANY WITH AUA OVER £5 BILLION
Awarded To: A trust company with above £5 billion AuA. TRUST COMPANY WITH AN INTERNATIONAL HQ (OUTSIDE CI)
Awarded To: A trust company servicing the Channel Islands region with a HQ outside of the region. INDEPENDENT TRUST COMPANY WITH AUA UP TO £2 BILLION
Awarded To: An independent trust company with up to and including £2 billion AuA. INDEPENDENT TRUST COMPANY WITH AUA BETWEEN £2-5 BILLION
Awarded To: An independent trust company with between £2 billion and £5 billion AuA. INDEPENDENT TRUST COMPANY WITH AUA OVER £5 BILLION
Awarded To: An independent trust company with above £5 billion AuA. INSTITUTIONAL TRUST COMPANY
Awarded To: A trust company or a team offering fiduciary services as part of a larger group or to typically larger clients rather than individuals. BOUTIQUE OR SPECIALIST SERVICE
Awarded To: A trust company offering a niche service. TECHNOLOGY PLATFORM
Awarded To: A trust company with a demonstrably best-in-class platform as part of its offering. FUND ADMINISTRATION SERVICE
Awarded To: A trust company offering third party services on behalf of an investment fund. INVESTMENT ADVICE AND STRUCTURING
Awarded To: A trust company offering advice or a service designed to cater to the needs of investment professionals. DIVERSITY INITIATIVE
Awarded To: A trust company committed to diversity and inclusion in the workplace. TRUST EMPLOYER OF THE YEAR
Awarded To: A trust company that has initiated policies or a range of policies designed to further the interests of its staff. CORPORATE SOCIAL RESPONSIBILITY INITIATIVE
Awarded To: A trust company with an outstanding record in being modern, responsible and inclusive. INNOVATIVE PRODUCT OR SERVICE
Awarded To: A trust company that has developed innovative products and services for their clients as part of a solutions-focused service model.
OVERALL TRUST CATEGORY
The winner will be chosen from amongst all entrants to the individual categories and does not need to be entered separately:

OVERALL TRUST CATEGORY
The winner will be chosen from amongst all entrants to the individual categories and does not need to be entered separately:
OVERALL TRUST COMPANY
PRIVATE CLIENT AND FIDUCIARY SERVICE CATEGORIES
Open to all trust and advisory businesses or teams with an operation in the Channel Islands that can demonstrate a strong record of servicing private clients:

PRIVATE CLIENT AND FIDUCIARY SERVICE CATEGORIES
Open to all trust and advisory businesses or teams with an operation in the Channel Islands that can demonstrate a strong record of servicing private clients:
COMPANY FORMATION SPECIALIST
Awarded To: An organisation that helps clients register or incorporate a new business as a limited company. INVESTOR SERVICES
Awarded To: An organisation which offers third-party administration services. LEGAL ADVICE
Awarded To: A team within a law firm dedicated to private client issues. INNOVATIVE CLIENT SERVICE
Awarded To: A firm demonstrating excellence or an innovative client service. FAMILY OFFICE SERVICES
Awarded To: A firm offering specialist family office services to families. ACCOUNTANCY/ACCOUNTING SERVICES
Awarded To: A team in an accountancy firm specialising in reporting, transacting or wealth structuring for private clients. TAX ADVICE
Awarded To: An organisation providing tax services for the private client community. FAMILY OFFICE GOVERNANCE
Awarded To: A team within private banks and other wealth managers that deliver tailored solutions to family offices. SUCCESSION PLANNING ADVISORY
Awarded To: A firm advising families on succession planning. NEXT GEN INITIATIVE
Awarded To: A provider of advisory services or range of programmes relating specifically to the management of next generation (next-gen) family wealth.
INVESTMENT MANAGEMENT CATEGORIES
Open to all firms offering investment management services which, operational in the Channel Islands, offer specialist advice or services:

INVESTMENT MANAGEMENT CATEGORIES
Open to all firms offering investment management services which, operational in the Channel Islands, offer specialist advice or services:
OVERALL INVESTMENT MANAGER WITH AUM UP TO £2 BILLION
Awarded To: An Investment Manager with up to and including £2 billion AuM. OVERALL INVESTMENT MANAGER WITH AUM BETWEEN £2-5 BILLION
Awarded To: An Investment Manager with between £2 billion and £5 billion AuM. OVERALL INVESTMENT MANAGER WITH AUM OVER £5 BILLION
Awarded To: An Investment Manager with above £5 billion AuM. FUND MANAGER
Awarded To: A provider of collective investments for wealthy clients. MULTI FAMILY OFFICE
Awarded To: An organisation that supports families to manage their wealth and that provides a range of services covering family advice, investments, tax, estate planning etc. ALTERNATIVE ASSET MANAGER
Awarded To: A collective investment manager with an alternative investments range suitable for the HNW and UHNW community. REAL ESTATE ADVISORY
Awarded To: An organisation offering real estate advice to HNW and UHNW clients. WEALTH PLANNING
Awarded To: A private client organisation, trust firm, law firm or any other non-banking organisation performing wealth planning services. INTERNATIONAL WEALTH PLANNING
Awarded To: A private client organisation, trust firm, law firm and any other non-banking organisation performing wealth planning services internationally. HEDGE FUND
Awarded to: A fund manager with a hedge fund product. INNOVATIVE PLATFORM
Awarded To: An organisation offering investment management technology. NEWCOMER
Awarded To: An established or new entrant that has entered a new market, client segment or product and service area. INSURANCE PRODUCT OR SERVICE/PLATFORM
Awarded To: An organisation that provides specialist insurance services or advice to HNW clients.
MARKETING AND PR CATEGORY
Open to firms based in the Channel Islands that have either been involved in a specific marketing campaign or on-going communication strategy to family offices or U/HNW family members/clients. This can be a financial institution or a marketing/PR agency and can include international activity:

MARKETING AND PR CATEGORY
Open to firms based in the Channel Islands that have either been involved in a specific marketing campaign or on-going communication strategy to family offices or U/HNW family members/clients. This can be a financial institution or a marketing/PR agency and can include international activity:
MARKETING AND PR CAMPAIGN
Awarded To: A wealth manager or other private client practitioner that has used online or print channels to promote their services to private clients or to raise their profile either within the industry or to clients. Open also to PR companies.
TECHNOLOGY CATEGORIES (TECHNOLOGY SOLUTION PROVIDERS)
Open to all technology companies or solution providers wherever they are based, which are operating in the Wealthtech/ FO tech sector in the Channel Islands:

TECHNOLOGY CATEGORIES (TECHNOLOGY SOLUTION PROVIDERS)
Open to all technology companies or solution providers wherever they are based, which are operating in the Wealthtech/ FO tech sector in the Channel Islands:
FRONT OFFICE
Awarded To: A technology company that provides an integrated solution that includes a combination of onboarding, CRM, client reporting, client risk profiling, portfolio management, client facing digital solutions including mobile apps. TRANSACTION PROCESSING
Awarded To: A technology provider that offers straight through processing and core banking. COMPLIANCE
Awarded To: A technology provider specialising in solutions and tools to help compliance, AML and KYC. ONBOARDING
Awarded To: A technology solution to help wealth managers bring new clients into their organisation. KYC
Awarded To: A technology company with a specific solution that automates the way new potential clients are verified. CRM
Awarded To: A provider of client relationship management systems for wealth managers. PLATFORM PROVIDER
Awarded To: A provider of tools, strategies, model portfolios and access to investment products for the wealth management community. CLIENT LIFECYCLE MANAGEMENT
Awarded To: A technology provider offering a solution that manages the client relationship from the on-boarding process through the entire client lifecycle. PORTFOLIO MANAGEMENT
Awarded To: A technology provider offering portfolio management solutions. RISK MANAGEMENT
Awarded To: A technology solution provider specialising in tools for wealth managers to manage portfolio and non-portfolio risk. DATA PROVIDER
Awarded To: A technology vendor providing financial data to private banks and other wealth managers. CLIENT REPORTING
Awarded To: A technology solution provider specialising in tools for wealth managers to report performance and other data to clients. CLIENT ACCOUNTING
Awarded To: A technology vendor that excels in providing an accounting solution for private client wealth. CLIENT COMMUNICATIONS
Awarded To: A technology solution provider specialising in tools for wealth managers to communicate with clients including companies monitoring and record-keeping (that may or may not relate to social media). AI SOLUTION
Awarded To: A technology company that innovatively uses artificial intelligence as all or part of its offering to the wealth management market. MANAGEMENT CONSULTANCY (TECHNOLOGY)
Awarded To: A consultant to wealth management organisations and/or family offices that provide management consultancy. INNOVATIVE CLIENT SOLUTION
Awarded To: A technology project that has delivered an innovative solution as part of a service-focussed wealth management model.
OVERALL WEALTH TECHNOLOGY PROVIDER
The winner will be chosen from amongst all entrants to the individual categories and does not need to be entered separately:

OVERALL WEALTH TECHNOLOGY PROVIDER
The winner will be chosen from amongst all entrants to the individual categories and does not need to be entered separately:
OVERALL WEALTH TECHNOLOGY PROVIDER
LEADERSHIP AND INDIVIDUAL CATEGORIES
Open to individuals active in the Channel Islands who are involved in wealth management and have shown exceptional leadership:

LEADERSHIP AND INDIVIDUAL CATEGORIES
Open to individuals active in the Channel Islands who are involved in wealth management and have shown exceptional leadership:
CHIEF EXECUTIVE OFFICER (CEO)
Awarded To: The CEO of any organisation in the wealth management industry. FEMALE LEADERSHIP
Awarded To: An outstanding and inspirational woman working in the sector. CHIEF INVESTMENT OFFICER (CIO)
Awarded To: The CIO of any organisation in the wealth management industry. WEALTH MANAGER/INVESTMENT PROFESSIONAL
Awarded To: An individual within the wealth management industry. Age and experience is no bar but something special should mark out this individual working in the private client world. LAWYER OR LEGAL PROFESSIONAL
Awarded To: An individual lawyer or legal professional dedicated to private client issues. TRUST PROFESSIONAL
Awarded To: A trust professional dedicated to private client issues. MARKETING/COMMUNICATIONS PROFESIONAL
Awarded To: An individual working within a marketing department in the wealth management industry. RISING STAR
Awarded To: An individual working in the wealth management industry. THOUGHT LEADERSHIP
Awarded To: An organisation or individual who has made an outstanding contribution to thought leadership in wealth management. CHAIRPERSON
Awarded To: The chairperson of any organisation in the wealth management industry. LIFETIME ACHIEVEMENT
Awarded To: A Channel Islands based individual who can demonstrate a life-long dedication and an exceptional contribution to the wealth management industry and to the region.
Please indicate any other Awards programs in which you may like to participate. Select as many as apply to the regions where you are active.

Please indicate any other Awards programs in which you may like to participate. Select as many as apply to the regions where you are active.
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I agree to the WealthBriefing Awards terms and conditions and privacy policy.

I agree to the WealthBriefing Awards terms and conditions and privacy policy.
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.

The Fourth WealthBriefing Channel Islands Awards 2025

The Fourth WealthBriefing Channel Islands Awards 2025

Please select all the categories you would be interested in entering.

PRIVATE BANKING CATEGORIES (OVERALL)

Open to all private banks that have an operation in Jersey or Guernsey, and have a demonstrable track record of an exceptional service provision:

PRIVATE BANKING CATEGORIES (OVERALL)

Open to all private banks that have an operation in Jersey or Guernsey, and have a demonstrable track record of an exceptional service provision:

PRIVATE BANKING CATEGORIES (TEAM BASED)

Open to private banks or individual teams within banks that have an operation in Jersey or Guernsey, and have a demonstrable track record in servicing U/HNW clients and families in the following categories:

PRIVATE BANKING CATEGORIES (TEAM BASED)

Open to private banks or individual teams within banks that have an operation in Jersey or Guernsey, and have a demonstrable track record in servicing U/HNW clients and families in the following categories:

TRUST CATEGORIES

Open to all companies which are operational in the Channel Islands and offer trust services:

TRUST CATEGORIES

Open to all companies which are operational in the Channel Islands and offer trust services:

OVERALL TRUST CATEGORY

The winner will be chosen from amongst all entrants to the individual categories and does not need to be entered separately:

OVERALL TRUST CATEGORY

The winner will be chosen from amongst all entrants to the individual categories and does not need to be entered separately:

PRIVATE CLIENT AND FIDUCIARY SERVICE CATEGORIES

Open to all trust and advisory businesses or teams with an operation in the Channel Islands that can demonstrate a strong record of servicing private clients:

PRIVATE CLIENT AND FIDUCIARY SERVICE CATEGORIES

Open to all trust and advisory businesses or teams with an operation in the Channel Islands that can demonstrate a strong record of servicing private clients:

INVESTMENT MANAGEMENT CATEGORIES

Open to all firms offering investment management services which, operational in the Channel Islands, offer specialist advice or services:

INVESTMENT MANAGEMENT CATEGORIES

Open to all firms offering investment management services which, operational in the Channel Islands, offer specialist advice or services:

MARKETING AND PR CATEGORY

Open to firms based in the Channel Islands that have either been involved in a specific marketing campaign or on-going communication strategy to family offices or U/HNW family members/clients. This can be a financial institution or a marketing/PR agency and can include international activity:

MARKETING AND PR CATEGORY

Open to firms based in the Channel Islands that have either been involved in a specific marketing campaign or on-going communication strategy to family offices or U/HNW family members/clients. This can be a financial institution or a marketing/PR agency and can include international activity:

TECHNOLOGY CATEGORIES (TECHNOLOGY SOLUTION PROVIDERS)

Open to all technology companies or solution providers wherever they are based, which are operating in the Wealthtech/ FO tech sector in the Channel Islands:

TECHNOLOGY CATEGORIES (TECHNOLOGY SOLUTION PROVIDERS)

Open to all technology companies or solution providers wherever they are based, which are operating in the Wealthtech/ FO tech sector in the Channel Islands:

OVERALL WEALTH TECHNOLOGY PROVIDER

The winner will be chosen from amongst all entrants to the individual categories and does not need to be entered separately:

OVERALL WEALTH TECHNOLOGY PROVIDER

The winner will be chosen from amongst all entrants to the individual categories and does not need to be entered separately:

LEADERSHIP AND INDIVIDUAL CATEGORIES

Open to individuals active in the Channel Islands who are involved in wealth management and have shown exceptional leadership:

LEADERSHIP AND INDIVIDUAL CATEGORIES

Open to individuals active in the Channel Islands who are involved in wealth management and have shown exceptional leadership:

Please indicate any other Awards programs in which you may like to participate. Select as many as apply to the regions where you are active.

Please indicate any other Awards programs in which you may like to participate. Select as many as apply to the regions where you are active.