Published: October 05, 2009
Private Banker International Announces Winners in Prestigious Awards for Global Wealth Industry
Finalists: MASECO Financial, SG Private Banking / Rockefeller & Co. Global Alliance
"Religare Macquarie has been among the most ambitious projects in Indian wealth management, nowadays the centre of so much competition. It set up an entirely advisory-based platform earlier this year and plans to generate $10 billion of assets under management by 2012, served by 1,000 relationship managers. Religare Macquarie is sure to shake up the Indian wealth management industry."
XI. Outstanding Wealth Manager for Family Office Services
Winner: SG Private Banking / Rockefeller & Co. Global Alliance
Finalists: Client Associates, Genspring
"SG Private Banking has devised a platform with the Rockefeller & Co family office group in the US in order to embark on a strategy to win more business in this key ultra-wealthy segment. The plan is to design something different that will appeal to the large, globally-diverse family. The key is the expertise SG Private Banking has won from its partnership with one of the world's biggest family offices, Rockefeller & Co. It is considered one of the most astute joint ventures in the wealth management industry of recent years."
XII. Outstanding Global Private Banker
Winner: Daniel Truchi,SG Private Banking
Finalists: Eric Sarasin (Bank Sarasin), Peter Flavel (The Standard Chartered Private Bank)
"Daniel Truchi is highly regarded in the industry, and was based for much of his career here in Asia before, in 1996, taking the top jobin Paris for Societe Generale's private bank. His flair and imagination are matched by solid business achievements: overseeing four acquisitions in 2008, the success of SG Hambros Bank in the UK and the venture with Rockefeller & Co have all been highlights."
XIII. Outstanding Private Banker - Asia-Pacific
Winner: Marcel Kreis, Credit Suisse
Finalists: Anthonia Hui (AL Wealth Partners), Catherine McDowell (ANZ Bank)
"Marcel Kreis is a member of that exclusive club of Asian wealth experts, having worked in the field of private banking in the region since 1983 - first at Citibank and then at Merrill Lynch, before joining UBS in 1990. Since joining Credit Suisse in 2007, he has established the bank as one of the most dynamic and respected players in the Asia-Pacific region."
XIV. Outstanding Young Private Bankers - the Future of the Industry
Winners:
Jeroen Simons, executive director, ABN AMRO Private Bank
Johanes Oeni, managing director, Credit Suisse
Dominique Joey,chief executive, LGT Bank in Liechtenstein
James Sellon, founder-partner, MASECO Financial
Josh Matthews, founder-partner, MASECO Financial
Matthew Young, managing director, Asia Pacific, RBC Wealth Management
Nipun Mehta, executive director andhead of private banking, Societe Generale Wealth Management
Zubin Dabu, head of the global Indian market, The Standard Chartered Private Bank
Feroze Sukh, global market leader expatriates, The Standard Chartered Private Bank
"A new award in recognition of the rising stars of the industry, PBI's editorial team has selected a group of bankers who we feel represent the future of the industry - the award for Outstanding Young Private Bankers. These individuals have demonstrated excellence intheir field, through either leadership, innovation in products and services, excellence in strategy or a combination of the three. Their achievements mean they are well placed to be among the leaders of the industry in the years to come."
IX. The Editor's Special Award - Peter Flavel, The Standard Chartered Private Bank
"The editor's special award this year pays tribute to outstanding strategy in the field of private banking. It goes to a private banker whose energy, drive and vision hashelped redefine the scope of the industry and create one of the fastest growing and most exciting businesses in wealth management. In just two years, Standard Chartered's Peter Flavel has created a private bank which appeals not just to the wealthyclients of today, but to the wealthy clients of the future. The growth of the bank has been outstanding, and this award recognises the speed and success of Peter's execution, his ability to build a strong growing team and his role in developing a cutting edge strategy for a top class private bank."
- Quotes William Cain, Editor, Private Banker International.
About Private Banker International Wealth Summit
The 19th Private Banker International Wealth Summit & Awards Dinner 2009 is organised by VRL Financial News - a unique global brand renowned for innovative, independent thinking in financial services and professional services markets. We offer over 25 years' experience in the provision of authoritative, value-added information, research and analysis via newsletters, news services and magazines, research reports, conferences and other events. Please visit www.vrlknowledgebank.com.
Source: Private Banker International Wealth Summit
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