NEWS: Gulland Padfield partner wins top Private Banking & Wealth Management award

NEWS: Gulland Padfield partner wins top Private Banking & Wealth Management award

James Edsberg wins top award for outstanding contribution to Private Banking and Wealth Management at Wealthbriefing European Awards 2015

Gulland Padfield is delighted to announce that Gulland Padfield Senior Partner, James Edsberg, won the award for Outstanding Thought Leadership in Wealth Management at the 2015 Wealthbriefing European Awards.


Showcasing the best banks and consultants in the European private banking and wealth management communities, the WealthBriefing awards are designed to recognise companies, teams and individuals which a prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2014’

The award was given at this year’s Wealth Briefing awards held in central London, UK. In the citation for the award, the judges, comprising leading figures in the Banking and Wealth Management sectors, spoke of James’ work to advance better understanding across the sector through his insights, published analysis and membership of influential panels. The award also recognised the media coverage generate by James’ work internationally and its impact on public policy development.

Speaking about the award, James said, “I share the credit for this award with the very talented team at Gulland Padfield with whom I shape ideas every day of the working week. It’s a recognition of their imagination and energy that I’m so pleased to be recognised in this way. I’m also very grateful to the judging panel, to WealthBriefing Magazine and all in the industry who support these awards. The banking sector continues to go through substantial change. I hope that our firm’s recent thinking to define the concept of Client Strategy in Private Banking and to constructively challenge some of the ways things have been done in the past, continues to benefit not just our clients but many others in our industry.”

ClearView Financial Media’s CEO, and Publisher of WealthBriefing, Stephen Harris, was first to extend his congratulations to all the winners. He said: “The firms who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations. These awards were judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics. The awards recognise the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process - such that the awards truly reflect excellence in wealth management.”

Gulland Padfield was shortlisted in two categories in this year’s awards:

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (INDIVIDUAL CONTRIBUTION) - WINNER
This award category recognises individuals who have made an ‘outstanding contribution to thought leadership in the European Wealth Management sector’. James Edsberg is shortlisted in this category. He is the author of the Client Centric Index (www.clientcentricindex.com), the world’s first on-line diagnostic designed to help management teams assess how client focused their organisation is. He has worked with many leading Private Banks and Wealth Management firms on their business and client strategy. James’ articles and media commentary look at the ways in which firms can become institutionally client-focused and transform their performance and profitability. His latest article challenges whether the often-used phrase, ‘The Trusted Advisor’ best describes today’s relationship between client and advisor in the wealth sector.

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY CONTRIBUTION) - SHORTLISTED
This award category recognises consulting firms who have made an ‘outstanding contribution to thought leadership in the European Wealth Management sector’. Gulland Padfield’s insights and research explore the link between a wealth firm’s business strategy and its client strategy. Through a series of articles, published research papers and perspectives shared with its clients, Gulland Padfield aims to pioneer new thinking at board level and among teams with direct responsibility for client relationship management, product development and organisation-wide transformation around the client experience. Gulland Padfield was runner-up to EY for this award, to which we offer many congratulations.

The Winners were announced at a gala dinner at The Guildhall in London on 30 April 2015.

Read more about the Awards at http://www.clearviewpublishing.com/wealthawards/Europe2015.php

 




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