Private Banking London Awards 2016 Awards Information Pack

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Meghan Gertrude Underwood
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1 Private Banking London Awards 2016 Awards Information Pack

2 Entering the Awards - Categories & Eligibility The Private Banking Awards 2016 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. Awards will be selected from the nominations across the industry, with specific selection criteria for each individual award. The award categories will be applied for activities in the last 12 months, not general category excellence. A panel of judges will select the winners from among those organisations nominated by readers or judges. The Award Categories and the eligibility for each are as follows: Outstanding Private Bank UK - Domestic Clients Celebrating the best among the private banks in the UK that are successfully serving domestic wealthy clients Please expand on your specific business model and domestic clients acquisition as well as retention 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 Please expand on your specific business model and international clients acquisition as well as retention in the UK Please expand on the other strengths that enable your institution to excel and stand out (in no more than 250 words)

3 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 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 Banking Boutique UK Celebrating the best among the smaller-sized, boutique private banks that are successfully serving wealthy clients in the UK Please expand on how being a boutique private bank is an advantage for you Kindly mention other strengths that enable your institution stand out in the UK (in no more than 250 words)

4 Outstanding Private Banking Boutique Europe Celebrating the best among the smaller-sized, boutique private banks that are successfully serving wealthy clients in Europe Please expand on how being a boutique private bank is an advantage for you Kindly mention other strengths that enable your institution stand out in Europe (in no more than 250 words) Outstanding Private Bank in Switzerland Celebrating the best among the private banks in Switzerland that are successfully serving wealthy clients Kindly mention other strengths that enable your institution stand out in the Swiss private banking industry (in no more than 250 words) Kindly mention details if you launched any noteworthy products and/or services/ made any changes in 2015 that are enabling you to excel further

5 Outstanding Private Bank Nordic region Celebrating the best among the private banks in the Nordic region that are successfully serving wealthy clients 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 changes in 2015 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 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 changes in 2015 that are enabling you to excel further

6 Outstanding Private Bank Eastern European region Celebrating the best among the private banks in the Eastern European region that are successfully serving wealthy clients 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 changes in 2015 that are enabling you to excel further Outstanding Private Banking Customer Relationship Service and 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 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?

7 Outstanding Private Bank for growth M&A Celebrating a UK or Europe-based private bank that is expanding its reach and capabilities through strategic M&A activity Please expand on what recent M&A activity you have successfully undertaken/completed that makes you worthy of this award. What has the main behind this move been? Kindly explain how the mentioned M&A venture has enhanced your capabilities and customer centricity as a private bank. How does it fit with your overall and future plans? Kindly mention other strengths that allow your intuition to stand out from the competition (in no more than 250 words) Outstanding Wealth Management Technology Provider middle and 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 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 2015? Kindly expand on what makes this technology platform stand out from its competitors

8 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 Please describe the service offering you are entering and why? When was this product launched and how have you developed this service in 2015? Kindly expand on what makes this product stand out from its competitors Client recommendations/ successful case study Outstanding Private Banking Technology Platform Offering Celebrating a private bank that has enhanced its digital platform offering successfully to empower its relationship managers as well as enable customer-centricity, client satisfaction, and increased overall efficiency Suggested performance criteria for the region to include (where possible): Number of clients Please describe the service offering you are entering and why? When was this product launched and how have you developed this service in 2015? Kindly expand on what makes this product stand out from its competitors How do you plan to develop the service capability in the future? 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): 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 2015?) 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?

9 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): 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 2015?) 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): 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 2015?) 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?

10 Most Innovative Business Model - Editor's Special Award Celebrating an institution that is extending the scope and efficiency of the private banking framework through novel strategies and innovation Please expand on your specific business model and what makes your intuition innovative Kindly mention other strengths that allow your intuition to stand out from the competition (in no more than 250 words) Should you wish to discuss any element of the criteria or your submission in more detail, please contact Meghna Mukerjee (editor, Private Banker International) on meghna.mukerjee@timetric.com Please note: We have listed our ideal set of criteria to respond to below, however we do recognise that in some cases the data requested may be sensitive and so unable to be shared. If this is the case you can either label as confidential and this will not be made available in the public arena when announcing the finalists, or, provide alternative methods to demonstrate the same testimonials, media coverage etc. The decision of the Judges is final and no correspondence or discussion will be entered into with regards to the awards. To enter the awards, simply fill in the awards entry form which can be downloaded on the Private Banker International Website.

11 Additional Details Please find below additional details with regards to the Awards. If you are looking for additional information that you cannot find here, please contact Victoria Deadline All entries must be received by (1 st April 2016) Late entries will NOT be permitted. Awards Entry All entries must be submitted using the Awards entry form. Please make sure your form is complete and you have selected the categories that are most appropriate for your entry and also signed the authorisation declaration. Awards Sponsorship & Table Hosting The Private Banking Awards provide the perfect platform to target industry leaders and influencers and showcase your products and services in an exclusive forum. Our awards allow you to ensure maximum return on investment and the opportunity to assert yourself as a leader within your industry. If you would like to find out more about sponsorship opportunities at the awards, get in touch with Polly - T. +44 (0) or E. polly.bosher@timetric.com who can advise which the sponsorship opportunities that are still available. Images and Evidence All evidence and supporting material submitted as part of your entry can be submitted in electronic format. Please send with the entry form to ensure they do not get confused or misplaced. Awards Announcement The Awards winners for 2016 will be announced at the awards ceremony in the evening of the Private Banking: London Conference & Awards in London on 15 th June A general press release will be issued the following day. For more information on the conference please visit our website. Winners will receive a trophy at the awards ceremony and a digital winners badge following the event for marketing purposes. Other Entries can be withdrawn upon special request please contact us for more details Entries received after the closing date cannot be included in the awards under any circumstances. All material submitted as part of the awards will be maintained in the strictest confidence. We reserve the right to allocate an entry to a different category or in more than one category if appropriate.

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