Euromoney has recognized the best in private banking worldwide for the last 20 years through our Private Banking and Wealth Management survey. This year, we have built on this experience to launch our first Private Banking awards. This new awards programme examines the industry in more depth, recognizing institutional achievement across all aspects of the business. The categories include high and ultra-high net worth, family office services, wealth transfer and succession planning, digital services, discretionary portfolio management and ESG investing.
The awards programme runs alongside, but does not replace, the wealth management categories in Euromoney’s Awards for Excellence in July, which are determined exclusively by the editorial team. The Private Banking Awards for 2023 have been researched and managed by our research team and external judges, but have also incorporated editorial advice.
The awards cover the period from October 2021 to September 2022. We have invited the world’s leading private banking and wealth management institutions to showcase their achievements in client service, and product development through direct written entries. This direct entry process has replaced the survey.
Institutions have been recognized at three levels: Global, Regional and Country. An in-house panel of researchers and editors has determined the country-level award winners using a weighted scoring system. This was based on four entry questions which were mapped by the research team for examples of improvement, achievement and impact during the review period. The regional and global categories were examined by an external judging panel of private banking experts. Our judges’ independent scoring and peer-to-peer feedback, together with insight from Euromoney’s editorial team, determined the regional and global winners.
These awards recognize achievement in private banking and wealth management worldwide. The Asia section was researched and produced by Euromoney’s sister publication Asiamoney, and appears in the latest issue of Asiamoney magazine.
Helen Allingham, Consultant, Allingham Research
Helen is a highly experienced financial services analyst. Formerly the head of wealth management at research house GlobalData, Helen brings over 20 years of experience in research and insight. At GlobalData, she was responsible for transforming and expanding a legacy proposition into a truly global offering covering all aspects of private banking and wealth management. Today, she is an independent research professional helping research houses, consultancies and marketing agencies to deliver analysis, insight and thought leadership in t he financial services sector.
Farzad Billimoria, Head of private banking, HSBC
Farzad heads HSBC’s private banking business in the UAE. He has lived and worked in Dubai over the last 18 years and comes with over 25 years (all with HSBC) of relevant experience in Private Banking, Retail banking, Wealth Management and Credit Cards. Is a current member of the HSBC Private Bank (Suisse) SA's MENA, HSBC Bank Middle East's UAE & HSBC Bank Middle East’s Wealth and Personal Banking Executive Committees.
Jessica Cutrera, President, Leo Wealth
Jessica is the President of Leo Wealth, a global wealth management firm. Jessica also serves on the firm's investment committee and as a Responsible Officer and the Compliance Officer in Hong Kong. She and her team specialize in providing comprehensive w ealth management and estate and tax planning services to U.S. citizens expatriated to Asia and to persons with U.S. related planning needs. Jessica is a Trust and Estate Practitioner and has an MBA from Temple University Japan.
Pablo Figueroa, Director Strategy UHNW Private Banking Mexico, Banco Santander
Pablo Figueroa is an Executive Director and the Head of Investment Strategies for the UHNW Private Banking in Mexico. He leads the Investment Consultant Team and the ESG Champions Project in Mexico. Pablo is also responsible of the implementation of the open architecture for Structured Products, Mutual Funds and Independent Analysis within the local Private Banking. Pablo participates in the global Wealth management Investment Forums and was member of the team who developed The Future Wealth concept within Santander.
Dr Ruzhen Li, Head of Advisory, Enhance Group
Dr Li is the Head of Advisory at Enhance Group, an independent investment advisory and reporting firm headquartered in Jersey. Dr Li has over 15 years of experience in researching investment managers to advise global families and fiduciaries on complex investment affairs. After the completion of her PhD, Dr Li started her professional career with Deloitte Private Client Services Limited and became a CFA Charter Holder. Before joining Enhance, Dr Li was the Head of Research and one of the founding members of LJ Athene Investment Advisory Ltd.
Tom McCullough, Chairman and CEO, Northwood Family Office
Tom McCullough has spent over 35 years in the wealth management/family office field. In 2003, this led Tom to start Northwood Family Office with partner Scott Hayman. Northwood Family Office has quickly become the leader in its field and has consistently been recognized as the ‘#1 Family Office in Canada’ by Euromoney in its global private banking survey, and as ‘the ‘Best North American Family Office’ (in the ‘up to $2.5bln’ AUM category) by the Family Wealth Report Awards.
Olivier Paccalin, Head of Wealth Management Solutions, Societe Generale Private Banking
Olivier Paccalin was appointed Head of Wealth Management Solutions for Societe Generale Private Banking September 2015 and joined the Executive Committee of the private bank. In summer 2019, he extended his prerogatives by taking over the supervision of the Private Bankers activity in addition to investment solutions, as Head of Commercial and Solutions. Olivier Paccalin is a graduate of the Paris Dauphine University, member of the SFAF and is a certified by the Certified International Investment Analysts.
Olivier Pagès, Chief of Staff, CMB Monaco
He is key in driving the strategic, operational, and cultural change the Principality’s leading private bank has embarked on. A member of the Management Committee, he works on the company’s top priorities, at its strategic core. Olivier has over 15 years of experience in the Private Banking industry and in consulting firms, including at KPMG as Head of Financial Advisory Services and Barclays Wealth Management as Business Delivery & Control Lead for the EMEA region (Monaco, Switzerland, Dubaï). A graduate from EDHEC Business School, Olivier has also been certified by Harvard Business School in Disruptive Strategy.
Rogerio Pessoa, Partner, Head of Wealth Management, BTG Pactual
Rogério Pessoa Cavalcanti de Albuquerque serves as the co-head of the wealth management unit and executive officer of Banco BTG Pactual. Mr. Pessoa joined Banco BTG Pactual in 1998 and became a partner in 2004. Mr. Pessoa served as head of our wealth management unit from 2004 to 2009. Previously, Mr. Pessoa worked for Delta Bank as vice president of private banking and for Prudential Securities as a broker in the international client accounts division. Mr. Pessoa received his bachelor’s degree in economics from the Catholic University of Rio de Janeiro and his MBA from the University of Illinois.
Soumya Rajan, Founder & CEO, Waterfield Advisors Private Limited
Soumya Rajan is the founder of Waterfield Advisors, India’s largest independent Multi Family Office and Wealth Advisory company and brings over 25 years of experience in financial services. At Waterfield, Soumya advises several of India’s leading business families on their global investments, issues related to succession and the continuity of their family enterprise, corporate and family governance, business strategy and philanthropy.
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