The WealthBriefing MENA Awards 2025 - Acclaim by ClearView Financial Media Team

ACCLAIM NOVEMBER 2025

RECOGNISING LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY THROUGH THE WealthBriefing AWARDS PROGRAMME

The Twelfth WealthBriefing MENA Awards 2025

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

Foreword

Contents

STEPHEN HARRIS CEO, WealthBriefing

WEALTHBRIEFING MENA AWARDS JUDGING PANEL............................. 5

Now in their twelfth year, the WealthBriefing MENA Awards continue to honour outstanding achievement across a region experiencing rapid expansion and transformation. The rising prominence of financial hubs such as Dubai and Abu Dhabi, along with the growing influence of Saudi Arabia, has made the MENA wealth management landscape an area of increasing global attention. These awards exist to recognise the dedication, expertise, and impact of professionals serving high-networth and ultra-high-net-worth clients. Each year, they offer a valuable opportunity for the sector’s practitioners to reflect on their advancements, stay informed about emerging developments, and draw inspiration from the excellence demonstrated by their peers. At the heart of this programme is a rigorous and independent judging process. Our judges - selected for their deep industry knowledge and impartiality - represent a wide cross-section of banking, family offices, consultancies, and other relevant disciplines. Their evaluations focus above all on the quality and relevance of entrants’ submissions. To ensure the awards remain aligned with the industry’s evolution, categories are regularly reviewed and refined. The full list of judges is made available on our news service’s website. At a time when reputation is a vital currency in financial services, we recognise the important role these awards play in strengthening brand distinction, boosting morale, and encouraging organisations to take stock of their progress. We are continually grateful for the feedback and engagement from participants, which helps us enhance the awards year after year. Ultimately, it is the calibre of people working across the MENA wealth sector that defines its success. This twelfth edition of the WealthBriefing MENA Awards pays tribute to that calibre, celebrating the individuals and organisations whose commitment and achievements continue to elevate the region.

INTERVIEWS: 1291 Group.................................... 13 3iQ................................................ 15 Alvarez and Marsal Middle East.................................. 17 Avaloq........................................... 19 Azura Partners............................. 21 Baker McKenzie............................ 23 Bank of Singapore........................ 25 Barclays Private Bank................... 27 BNP Paribas Wealth Management................................ 29 BNY Wealth.................................. 31 Comarch....................................... 33 Crestbridge Family Office Services........................................ 35 Deutsche Bank............................. 37 EFG Private Bank.......................... 41 Eton Solutions............................. 43 Farro Capital................................ 45 Finmark Capital Ltd..................... 47 First Abu Dhabi Bank - Private Banking.......................... 49 Forsters........................................ 51 GSB Capital Ltd............................ 53 Gulf Tax Accounting Group......... 55 Habib Bank AG Zurich.................. 57 Hourani & Partners...................... 59 Intellect Design Arena ................ 61 Jersey Finance............................... 63 Jupiter Wealth Advisors Limited.......................... 65

Knightsbridge Group.................... 67 Leonteq Securities for IBDAA in LYNQS........................... 69 LGT Middle East........................... 71 Lombard Odier............................. 73 M/HQ........................................... 75 Mabledon Capital Limited........... 79 Masttro........................................ 81 Neovision Wealth Management Limited.................. 83 Patronus Wealth Privé (DIFC) Limited.............................. 85 Picard Angst MEA Ltd.................. 87 Plurimi.......................................... 89 Prestige Portfolios....................... 91 Re/think Middle East.................. 93 Ruthberg LLC............................... 95 Stephenson Harwood Middle East LLP............................ 97 Taurus Wealth Advisors Limited......................................... 99 The Family Office Doctor............. 101 Trident Trust.................................103 TWS Legal Consultants & TWS Corporate Services.......................105 Union Bancaire Privée, UBP SA.... 107 Vistra............................................109 Wealth Dynamix.......................... 111 Wilco Wealth Management........ 113 WRISE Group................................ 115 WEALTHBRIEFING MENA AWARDS WINNERS IN FULL......... 117

Overview of the MENA Wealth Management Industry As in recent years, there’s regular news about wealth managers, private banks and advisory houses setting up in jurisdictions such as Dubai and Abu Dhabi, among others. Middle East and Africa (source: Capgemini World Wealth Report 2025) clocked relatively modest growth in the wealth of HNW individuals in 2024, up 0.9 per cent and 4.7 per cent, respectively. The number of HNW individuals declined 2.1 per cent in the Middle East and rose 3.8 per cent in Africa. Some softness in crude oil prices made an impact. Even so, the MENA region, particularly in the Gulf Cooperation Council cluster of states – such as the UAE and Saudi Arabia – are on an upward track. As WealthBriefing regularly reports, many firms have achieved licences and set up offices and operations in the UAE jurisdictions of the Dubai International Financial Centre and Abu Dhabi Global Market, among others. Office and business openings in Saudi Arabia are also a feature. Developments outside the Gulf are driving attention towards it, such as rises in UK taxes encouraging UK citizens to relocate.

These jurisdictions are keen to compete with rival centres. International (such as Citigroup, Indosuez, and Lombard Odier) and local banks (QNB, Emirates NBD and Mashreq) jostle for business. Service providers around trust, fiduciary services, company services and funds keep taking root. While the North African situation appears more subdued now, it is worth noting that the region is still important, and besides international banks that work there, there are large local names such as Bank of Africa - BMCE Group, in Morocco, and CIB and QNB in Egypt. If the international financial centre of Mauritius off the east coast of Africa is included, firms such as Mauritius Commercial Bank are names to remember. This is a region that cannot be easily generalised. The rapid growth of these centres can create the “problems of success” – during the cooler months, Dubai, for example, experiences a big rise in traffic volumes. But the buzz of business and human connections are undeniable and inspiring.

Crafting your legacy

GENEVA VALENCIA

ZURICH MILAN

BASEL

LUXEMBOURG

MONTREAL

DUBAI

LONDON

PARIS

SAO PAULO

MADRID

BARCELONA

MONTEVIDEO

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

The Judging Panel The WealthBriefing MENA Awards 2025 programme was focused around three main category groupings: experts (individuals and teams), products and services for wealth managers and clients, and institutions of all sizes and types in the MENA region. Independence, integrity and genuine insight are the watchwords of the judging process with the judging panels made up of some of the industry’s top trusted advisors and bankers. ZEID AKKAWI Partner and Global Head of Investment Management & Advisory Azura Partners

MASROOR BATIN Chief Executive Officer, Middle East Santander Private Banking International

IRINA BELYSHEVA Chief Executive Officer (CEO) Wilco Wealth Management

LAURENCE BLACK Regional Director, Client Solutions, MENA Asiaciti Trust Group

PATRICK CROWLEY Executive Director Banque Richelieu GCC

SAMY DWEK CEO The Family Office Doctor

LAURA FUSS Director Mirabaud (Middle East)

SUZANNA GOBET Wealth Manager Banque Eric Sturdza SA

GAIL GORING Partner and Head of Regulatory and Compliance Services Re/think

RONALD GRAHAM Managing Partner Taylor Wessing

ISMAEL HAJJAR Partner PwC Middle East

HASSEN JAUFEERALLY Senior Relationship Manager The Mauritius Commercial Bank

FELLA KHELIFI-ARNULPHY Head of Advisory Solutions Middle-East & Monaco EFG Private Bank

JACQUES-ANTOINE LECOINTRE Chief Operating Officer Santander Private Banking International

YANN MRAZEK Managing Partner M/HQ

VIJAY NARAIN Market Head NRI EMEA BNP Paribas Wealth Management, MENA

LYNDA O’MAHONEY Global Head of Business Development – Private Clients Ocorian

YASMINE OMARI Head of Family Office and Wealth Advisor Bank of Singapore

RECENT RESEARCH OUTPUT Technology & Operations Trends in Wealth Management 2024 (in partnership with Alpha FMC)

This 12th edition of WealthBriefing’s Technology & Operations Trends in Wealth Management report, created with Alpha FMC, provides a global overview of how digital transformation is reshaping the wealth management sector. Firms across various regions are leveraging technology to enhance operational efficiency and client experience, while navigating evolving client expectations, regulatory changes, and a complex economic environment.

Philanthropy Evolved: How High-NetWorth Individuals are Redefining Giving, Ethics and Impact (in partnership with Jersey Finance)

Philanthropy is undergoing a profound transformation as high-net-worth (HNW) individuals redefine traditional notions of giving, ethics, and impact. This report delves into these shifts, offering a comprehensive analysis of emerging trends, generational influences, and the evolving dynamics between wealth, altruism, and social responsibility.

The Bahamas: A Complete and Compelling Choice (in partnership with The Bahamas Financial Services Board)

The Bahamas stands out as a premier destination for business, blending political stability,

innovative financial structures, and an exceptional lifestyle. This report offers an in-depth exploration of its unique advantages as a financial hub, from wealth planning tools to cutting-edge FinTech initiatives, alongside its unparalleled appeal for high-net-worth individuals and global investors.

External Asset Managers in Asia - New Directions for Rapidly-Expanding Sector (in partnership with UBS)

Our second report examining the growth of Asia’s EAM sector, covering both the powerhouses of Singapore and Hong Kong, and emerging markets like Thailand and the Philippines. This study looks at the growth prospects for independent advisors in the round as they seek to tap the region’s booming wealth and growing client acceptance of the EAM model.

Family Office Focus: An Update of the Industry's Efficiency in Accounting and Investment Analysis (in partnership with FundCount)

A deep dive into the key technological and operational challenges facing family offices in their accounting and investment analysis activities. Based on surveys and interviews among family offices managing over $72 billion in assets, this is an invaluable benchmarking tool for the sector which presents fascinating insights into future developments from a range of industry experts.

Winning Women in MENA (in partnership with First Abu Dhabi Bank)

This ground breaking new research examines the growth of female entrepreneurship in the region. More specifically it looks at how women are driving family office strategy as well as the relationship between MENA’s UHNW female clients and the wealth management industry.

Applying Artificial Intelligence in Wealth Management - Compelling Use Cases Across the Client Life Cycle (in partnership with Finantix & EY)

This comprehensive report identifies elements of the institution and advisor’s workloads that are ripe for AI amelioration, and points the way for firms seeking to maximise the competitive advantages offered by new technologies. AI experts and senior industry executives enrich each chapter, answering crucial questions on risk, KYC/AML, compliance, portfolio management and more.

Technology Traps Wealth Managers Must Avoid (in partnership with EY)

With EY providing the overview, this report draws on the front-line experience of many of the technology sector’s biggest names, in recognition of the fact that they are the ones going in to solve wealth managers’ most pressing problems and have typically seen the ramifications of firms’ choices play out numerous times – not to mention in various contexts globally.

2024 The Bahamas: A Complete And Compelling Choice A WealthBriefing Report On The Bahamas Financial Services Industry

EXTERNAL ASSET MANAGERS IN ASIA NEW DIRECTIONS FOR A RAPIDLY-EXPANDING SECTOR

2022

2023

FAMILY OFFICE FOCUS:

An Update on the Industry’s Efficiency in Accounting and Investment Analysis 4th ANNUAL EDITION

TECHNOLOGY TRAPS WEALTH MANAGERS MUST AVOID Expert guidance on strategy, selecting solutions and implementation

Winning Women In MENA How Wealth Managers Can Help Further Female Empowerment

APPLYING ARTIFICIAL INTELLIGENCE IN WEALTH MANAGEMENT: COMPELLING USE CASES ACROSS THE CLIENT LIFE CYCLE

Sponsored by

© Copyright 2025 ClearView Financial Media Ltd, publisher of Family Wealth Report and WealthBriefing, 83 Victoria Street, London, SW1H 0HW / Tel: +44 (0) 207 148 0188 / info@clearviewpublishing.com / www.clearviewpublishing.com VAT Reg No: 843 3686 09 / Registered in England: 06784131

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

The Judging Panel GRZEGORZ PROSOWICZ Head of Consulting and Product Management for Capital Markets, Asset & Wealth Management

CHRISTOPHER ROSE Partner Dentons

ASLAM SHAREEF Managing Director Kuwait Fairway Group

KATERYNA VIY Founding Partner Meta Octav Group

BRUCE WEATHERILL Chief Executive Weatherill Consulting

Comarch SA

MOHAMED VIRANI CEO of Azura Middle East Azura Partners

AW•ASIA PACIFIC | MIDDLE EAST

A directory of Asia Pacific & Middle East wealth management, private banking, and other services for US, Canadian, and Latin American citizens, residents, and expats

americanswelcome.asia

WINNER: 3iQ

WINNER: 1291 Group DIFC Limited

WINNER: Abbey Road IG Multi Family Office

WINNER: Tiago Marques - Alvarez & Marsal Middle East

WINNER: Avaloq

WINNER: Azura Partners

WINNER: Barclays Private Bank

WINNER: BNP Paribas Wealth Management

WINNER: BNY Wealth

WINNER: Ranjit Khanna - Bank of Singapore

Protecting

What Matters Most 1291 Group delivers tailored wealth solutions with global expertise, helping families and advisors navigate complexity and protect legacies with clarity, precision, and discretion.

From Our Family To Yours. Contact us INFO@1291GROUP.COM

Scan to

connect

WWW.1291GROUP.COM

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

Leading Through Knowledge: How 1291 Group Continues to Set the Standard in Global Wealth Protection How do you intend to remain on the front foot and continue to set a high standard? There are a few very important factors that help us stay in the front row. Firstly, we constantly invest in education. We just launched an in-house learning and education platform that allows us to pass on knowledge and make sure all our advisers reach a high level. Only if they are certified on the different topics can they advise clients on their own. Secondly, we meet other professional advisors, including lawyers, tax specialists, insurance and investment specialists, from many different countries, every day. We exchange ideas and discuss or develop new solutions. This means even our best people to continuously learn.

Marc-André Sola Founder 1291 Group

Finally, we are licensed in 38 countries, and we offer tax compliant solutions in more than 60 countries. As a result, we deal with legal and compliance issues, regulators, and senior management teams from insurance companies and banks. In summary, we need to ensure that the accumulated knowledge and expertise is shared internally, so we grow as a group. Then we go out and share these interesting topics with our partners.

Winner • Insurance Services

In what ways were you able to deal with challenges and problems this time around? What lessons have you learned? For myself and for the Group, I can confirm that experience is key. We count on a global team of highly skilled and very experienced professionals.

We also have very flat reporting lines and encourage direct communication, which allows us to quickly learn about situations, address them, and make fast decisions. We nurture a culture of trust, encouraging staff members to come up with ideas and provide constructive feedback, which again allows us to collectively learn and grow. Whom to look for, either inside or outside your business, for ideas and inspiration? Every 1291 Group colleague, and all our partners and clients. We give “need-based advice“, which means we need to listen to what people have to say. We need to understand what people know or don’t know, what they need or don’t need, and what is important to them. We often learn about new concepts or ideas in one country and then realise we can use them in a different situations or countries. Where do you see the wider wealth management sector going in the next five years? I believe that it will be even more regulated and competitive, so only the best will be able to survive! There is so much information out there: firms must prove that they add value, clients are becoming more demanding, and client protection is squarely in the focus of regulators.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

From Canada to the Gulf: 3iQ’s Regulatory Edge in the Digital Asset Revolution Winner • Digital Assets Offering

Rachel Pether Head of MENA at Global Digital Asset Investment Manager 3iQ

aving been working in the digital assets for over six years, I must say it’s incredibly exciting to be working in this sector in the Middle East. The drivers that we’re seeing in this cycle are both top down and bottom up, and the UAE has the chance to become a regional, if not global, champion. One of the biggest blockers to institutional adoption has historically been a lack of clear regulation. From a top-down perspective, there is extremely clear regulation from the Central Bank of the UAE, FSRA in Abu Dhabi and VARA in Dubai. This is helping to drive adoption. When 3iQ looks at the investment universe, we see it in three key categories: family offices, including multi-family offices and HNWIs; large institutions such as pension funds or sovereign wealth funds (SWFs); and private banks. Starting with family offices, the intergenerational wealth transfer is creating large opportunity. Younger family members are often personally invested in digital assets and are speaking to their family’s Investment Committees to make a more meaningful allocation. Regarding pension funds and SWFs, there are several hurdles to overcome before true institutional adoption takes place. Firstly, many of them face policy limits or strict guidelines when allocating to digital assets. Typically pensions funds and SWFs are bound by board-approved allocation ranges and many cap their “alternative” buckets in the region of 2–5% of total AUM. The second challenge is that SWFs can be quite siloed. Where do digital assets fit? Adding digital assets to existing investment buckets poses challenges, although industry education and new frameworks are emerging, and this creates opportunities for an asset manager like 3iQ that has regulated hedge fund offerings.

Private banks are also entering the space, which can be attributed in part to the growth in stablecoin adoption. In December last year, the UAE saw regulatory approval of AE Coin, the first AED-pegged stablecoin, backed by reserves held in the UAE. Alongside this, three key Abu Dhabi entities, namely ADQ, IHC and FAB, recently announced a joint stablecoin project. Now, banks must think about stablecoin custody, minting and payment trails for integration. Offering wealth management products to clients that hold digital assets in custody is a natural next step. When the banks start offering digital asset wealth management products in a meaningful way, it will be in a format their clients understand through regulated, safe and secure structures. 3iQ has always looked to build regulatory moats. We were the first regulated digital asset investment fund manager in Canada, and in 2020 we launched one of the first major exchange-listed Bitcoin and Ether funds. This achievement came in the face of significant regulatory challenges. Originally the Ontario Securities Commission (OSC) did not authorise 3iQ’s Bitcoin ETF application. What followed was months of legal disputes, which eventually ended in 3iQ’s success at overturning the OSC’s original stance. By challenging Canada’s regulators, we have been a trailblazer in providing investors with access to institutional grade digital asset investment products that hold themselves to the highest standard of regulations. We look forward to continuing this journey in the UAE. Disclaimer: This article is provided for educational and informational purposes only. It does not constitute financial, investment, legal, or regulatory advice and should not be construed as a recommendation to buy, sell, or hold any cryptocurrency or digital asset. Website: www.3iq.io

Our Services

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

Leading Through Innovation: Setting New Standards in an Evolving Wealth Landscape What will winning this award do for your business and colleagues? Winning the 'Rising Star Under 40' award is a powerful endorsement of what our practice has achieved in a short period of time. It signals to the market that we’re not just new, we are established. For our team, it’s both a recognition and a responsibility. Every member has contributed to building something from the ground up: a practice that ensures the rigour of top-tier advisory with agility. It validates our commitment to building an advisory firm that delivers technical excellence with personal, long-term relationships at its core. This award also strengthens our credibility among clients and peers, demonstrating that high-quality, independent advisory work succeeds. It motivates us to keep investing in our people and technology, to keep raising the bar, and to continue shaping the region’s evolving private client landscape with a unique approach, objective advice, creativity, and a collaborative spirit. Where do you see the wider wealth management sector going in the next five years? The Middle East’s wealth landscape is transforming, and the next five years will test who can adapt. Firms that thrive will balance technical authority with a human touch, translating complexity into clarity. I expect greater institutionalisation of family wealth platforms as families professionalise governance and succession planning to global standards and face the rise of taxation in the region. We’ll also see a convergence between tax advisory and investment structuring as families seek holistic, values-aligned strategies. Digitalisation will reshape how advice is delivered - clients want actionable insights, not static reports. The UAE’s continued growth as an international wealth hub will attract sophisti-

cated capital and demand a new level of expertise and transparency. Advisors who bridge global tax standards with local nuance will define the next phase. Tax can no longer be an afterthought. How do you intend to remain on the front foot and continue to set a high standard? Staying ahead means continuously evolving, to stay idle is to perish. The basis must be continuously learning an innovation, keeping pace with international tax developments, wealth mobility trends, and the policy shifts shaping client behaviour. Equally important is fostering a culture of curiosity and accountability, where everyone is encouraged to question, improve, and innovate. Our ever-growing international network ensures our clients the benefit from multi-jurisdictional expertise and the comfort in knowing they can have our support across all major wealth hubs. Setting a high standard isn’t about being the biggest player; it’s about consistently delivering clarity, precision, and trust in a complex and evolving environment, and building long-lasting relationships. Whom to look for, either inside or outside your business, for ideas and inspiration? Inspiration rarely comes from textbooks or boardrooms - it comes from people who think and act differently. Inside the firm, I’m fortunate to work with a team that never accepts “that’s how it’s always been done”. Their curiosity keeps our advice sharp. Outside, staying grounded in purpose is essential, as is learning from leaders who act on their beliefs. I also draw great inspiration from our clients - their evolving needs and experiences keep us alert and forward-thinking. If we listen carefully, clients often give us tomorrow’s ideas today. Contributing to thought leadership also helps us stay sharp and accountable.

Tiago Marques - Manager - Direct & International Tax - Private Clients Alvarez and Marsal Middle East

Winner • Rising Star under 40

Global finance. Local insights.

69% of investors are reconsidering their wealth manager.

Download the Avaloq wealth insights 2025 report to discover more key findings from investors and wealth professionals.

Expand your view with Avaloq

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

Avaloq’s Triple Win Underscores Its Rising Strength in MEA Wealth Tech Akash, congratulations on Avaloq winning three awards in the categories of Front-Office Solution, Cryptocurrencies' and Risk Management Solution! Thank you very much. We’re proud to be recognised on such a scale, especially in our first year operating from the new Middle East and Africa regional office in the Dubai International Financial Centre (DIFC).

Akash Anand Market Head for Middle East and Africa Avaloq

Winner • Front-Office Solution • Cryptocurrencies • Risk Management Solution

What makes Avaloq stand out when it comes to front-office solutions? Avaloq delivers a unified platform combining core banking, digital channels, and front-office functionalities with advanced client and investment management tools for advisers and relationship managers. More than 170 financial institutions rely on Avaloq, with over CHF 4 trillion in client assets managed through our software. In the rapidly growing MEA market, we see significant momentum in wealth creation and digital transformation. Our front-office capabilities enable institutions to enhance efficiency, meet compliance requirements, and elevate client service as technologies like AI and Web3 transform financial services. Institutions cannot afford gaps in the value chain, and Avaloq ensures seamless integration. Automation plays a central role: our system handles investment suitability checks, portfolio construction, and risk analytics, and supports large-scale monitoring and rebalancing. Configurable health checks keep portfolios aligned with risk thresholds, while automated regulatory checks reduce compliance burdens. All of this exists within a single solution that supports a variety of rebalancing methods, including FX hedging and cash management, ensuring a consistent experience across the front-to-back value chain. Avaloq also won in the Cryptocurrencies category. Could you elaborate? This award is particularly meaningful for our MEA team in Dubai. The UAE has taken a leadership position in digital assets with VARA, the world’s first dedicated regulator for this space. Avaloq’s core banking

technology aligns well with this regulatory environment by connecting traditional finance and digital assets in one platform. Our system enables institutions to offer and manage both asset classes with consistent reporting, compliance, and portfolio transparency. We provide institutional-grade security, governance, and integrated custody and wallet management to safeguard digital assets. Automated compliance, transaction monitoring, and audit-ready processes ensure firms stay aligned with evolving regulations. Avaloq supports the full digital asset lifecycle – from trading and settlement to safekeeping, valuation, and reporting – through automation and smart integration. With open architecture and APIs, institutions can connect with exchanges, custodians, and tokenisation platforms with ease. This flexibility allows wealth managers to expand digital-asset offerings while maintaining efficiency and control. Continued R&D investment ensures we remain at the forefront of blockchain and tokenisation developments, keeping the platform future-ready. And how do you plan to maintain leadership and continue setting high standards? Innovation is core to Avaloq. We reinvest 25% of our annual software revenue into R&D, ensuring clients continuously benefit from new capabilities. As a Swiss-founded company, precision and innovation are part of our heritage, and Switzerland consistently ranks among the world’s most innovative hubs. While Avaloq built its early reputation on strong core banking and back-office automation, we now cover the entire value chain across banking, wealth management, and asset management. Our expanding ecosystem of products, services, and partnerships strengthens this offering and supports long-term scalability. We also stay ahead of regulatory changes globally, embedding updates directly into our platform. This proactive approach helps clients remain compliant automatically, allowing them to focus on what matters most: serving their clients and growing their business.

Private Wealth. Global Access. At Azura Partners we manage your wealth to protect an grow your legacy ,

Serving global citizens whose lives span continents an cultures we eliver a full suite of services that brings the best of international finance to our clients ,

Because life rewards those who don t ust respond ut anticipate. ’

www.Azura.com

Monaco

London

Geneva

Dubai

New ork

Mia i

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

Azura Partners: Redefining Global Private Wealth Through Alignment, Agility and Global Reach

zura Partners is a global private wealth firm with eight offices across Dubai, London, Monaco, Geneva, Singapore, Miami, New York and soon Abu Dhabi. We serve entrepreneurs and global families whose lives span continents, delivering private wealth with global access. Our platform is built on three pillars: Private Wealth Management, Investment Management and Private Equity. Guided by the belief that life rewards those who anticipate rather than respond, we save clients time by curating the world of finance on their behalf so they can focus on what matters most.

What was the way your colleagues made a difference? Our colleagues have been central to Azura Partners’ growth, particularly in the Middle East where markets move fast and expectations are high. Many come from institutions such as Julius Baer, UBS, Credit Suisse and Société Générale, bringing deep technical expertise to client-facing roles. What differentiates them is their understanding of how markets function in practice and what can realistically be executed for families operating across jurisdictions. There is often a gap between what is theoretically possible and what works. Our team identifies that gap early and guides clients toward solutions that hold up under real-world conditions. This experience and judgment allow us to deliver cross-border strategies, co-investments and Shariah-compliant opportunities with the speed and precision our clients expect. At the core is alignment. We start with the client’s needs rather than a product, which has made a tangible difference for the families we serve and underpins our industry recognition. How do you intend to remain on the front foot and continue to set a high standard? We focus on a small number of priorities and execute them well rather than chasing every new idea. Speed and clarity are critical, particularly knowing what can be delivered across markets and jurisdictions. Hiring is essential. We bring in people who are technically strong and understand the region. The right hires expand what the firm can deliver. On investments, we back our research with conviction and track outcomes closely. Strong governance and technology give us discipline without slowing decisions when opportunities arise. Staying ahead is not about visibility. It is about making sound decisions under pressure, managing risk in difficult conditions, and delivering solutions that work across borders and market cycles.

Mohamed Virani Partner and CEO Azura Partners Middle-East

What has winning these two awards done for your business and colleagues? The awards are not about trophies. They validate the day-to-day work of our team: sourcing genuine opportunities, structuring them properly and executing under pressure. They also reinforce a culture of technical strength, market awareness and close client alignment. Where do you see the industry going in the next 5 years? Wealth management will be shaped by capital deployment in a more fragmented and volatile world. Family offices and long-term investors are becoming more disciplined, selective and global, focusing less on short-term themes. Geopolitics will be central. The world is not moving away from China, but investors need a more nuanced view of its role in a multipolar system. Portfolios are being rebalanced rather than de-risked, with greater emphasis on liquidity, income and downside control. Outcomes will depend less on forecasts and more on position sizing, timing and the ability to stay invested through discomfort.

Winner • External Asset Manager - AuM from US$ 1 Billion to US$ 5 Billion • External Asset Manager - Investment Process

Winner of MENA Wealth Planning Team of the Year, 2025

Your Trusted Partner in Cross-Border Wealth Advisory At the heart of the UAE, our Dubai-based private client team is fully integrated with Baker McKenzie’s global network and delivers world-class US, UK, and UAE tax and legal advisory services. We are a cross disciplinary team, providing strategy, tax planning and structuring advice to family offices, founders, growth equity, sovereign wealth and other sources of private capital. Combining market-leading expertise with innovative, forward-thinking solutions, we are trusted advisers to our clients. Our aim is to support our clients in achieving their business and strategic objectives with precision, insight, and lasting impact. Discover how we can support your cross-border wealth strategy:

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

Baker McKenzie’s Perspective on Excellence in Wealth Advisory Winner • Wealth Planning Team

Jacopo Crivellaro Counsel, Tax & Wealth Management Baker McKenzie

aker McKenzie is a globally recognised law firm, distinguished by its seamless cross-border capabilities and deep sector expertise. With offices in over 45 countries, the firm delivers integrated legal solutions that help clients navigate complex regulatory environments, drive innovation, and achieve strategic growth. Its multidisciplinary teams advise on a wide spectrum of legal areas – including corporate and commercial law, dispute resolution, tax, employment, intellectual property and regulatory compliance. In the MENA region, Baker McKenzie combines global reach with local insight to support businesses, institutions, families and individuals with tailored, forward-thinking counsel that reflects the region’s dynamic legal and commercial landscape. How do you intend to remain on the front foot and continue to set a high standard? Continuous learning is essential. In a dynamic market such as Dubai, it is imperative to maintain an open and adaptive mindset. Staying informed about regulatory developments, market trends, and client expectations allows us to evolve with confidence. We do not view legacy practices as constraints. Instead, we embrace change and innovation as core principles – ensuring that our approach remains relevant, forward-thinking, and aligned with the needs of a global client base. What lessons have you learned? The most valuable lesson is that trust cannot be rushed – it is dearly earned through consistently excellent work, commercial awareness, and genuinely understanding our clients' businesses and objectives. We have also learned that success in the MENA region requires more than legal expertise. It demands a deep appreciation of the region’s unique legal frameworks, cultural nuances, and business dynamics. Navigating these complexities with sensitivity and insight is

essential to building enduring relationships and delivering meaningful value. Whom to look for, either inside or outside your business, for ideas and inspiration? Internally, some of our most compelling ideas come from our younger lawyers. Their perspectives on technology, efficiency, and the evolving expectations of clients challenge us to rethink how we deliver value. Their openness to change and ability to question established norms often lead to meaningful innovation. Externally, we look to thought leaders across varied sectors – not just within the legal profession. Experts in technology help us anticipate how the world is evolving and how services will be delivered in the future. Behavioral psychology, in particular, offers critical insights into how individuals operate within families and family businesses. It helps us better understand interpersonal dynamics, decision-making processes, and governance structures – insights that are essential to delivering nuanced and effective private client advisory. These perspectives, often found outside traditional legal circles, allow us to remain relevant, adaptive, and forward-thinking. Where do you see the wider wealth management sector going in the next five years? I anticipate a significant shift in focus away from traditional wealth centers toward emerging markets and new investment hubs. As global dynamics evolve, opportunities in regions previously considered peripheral will become central to strategic planning. Technology will continue to challenge conventional models of personalisation and customisation. In a world where many services can be efficiently delivered by machines, the true differentiator will be the quality of human interaction. The value of trusted relationships, nuanced advice, and tailored service will become even more pronounced as clients seek depth.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

People, Purpose and Innovation: The Drivers of Our Middle East Success Winner • Best Private Banking Leader

Ranjit Khanna - Head of Private Banking, Europe, Middle East and Global South Asia and Chief Executive, DIFC Branch Bank of Singapore

What was the way your colleagues made a difference? Bank of Singapore is the private banking arm of OCBC, headquartered in Singapore. We have offices in the Dubai International Financial Centre (DIFC), Hong Kong, London, Malaysia and Manila. Dubai is one of the three strategic hubs that Bank of Singapore has identified to serve its clients. The other two are Singapore and Hong Kong. As Asia’s Global Private Bank, we stand out by combining deep Asian roots and insights with a global perspective. We take great pride in our Asian heritage, and our global presence enables us to offer clients access to both global markets and Asia’s dynamic growth opportunities. The success of our Middle East operations is rooted in the dedication of our people. Their unwavering commitment to excellence and client-centricity has enabled us to deliver exceptional outcomes in an ever-changing environment. They have embraced innovation, leveraged technology to strengthen relationships, and collaborated seamlessly across teams and markets. We continue to invest in our people to ensure they receive state-of-the-art training programmes to future-proof their skillsets as wealth management evolves in tandem with digital transformation. It is their passion, professionalism, and adaptability that make our organisation stand out. In what ways were you able to deal with challenges and problems this time around? What lessons have you learned? Any growing organisation will be faced with challenges of building a strong presence that leaves an enduring and indelible impression on clients, partners, colleagues, and the community. We approached them as opportunities to create lasting value. Our priority was to establish a solid foundation by attracting and developing

exceptional talent. At the same time, we focused on creating a platform that connects clients to world-class products, networks, and opportunities. Listening deeply to our clients and understanding their evolving needs guided every decision. The rewards of years of labour are manifested in our brand in the region and our market position. What will winning this award do for your business and colleagues? It is an honour to receive this recognition from WealthBriefing and the wealth management fraternity. This award reinforces that we are on the right path - building a business that consistently meets the evolving needs of our clients and stakeholders. With strong capabilities and a clear strategy in place, we are well-positioned to accelerate growth and expand into new markets and segments across the MENA region. Where do you see the wider wealth management sector going in the next five years? In the next five years, wealth management will be shaped by rapid digital transformation and heightened client expectations for personalisation. Advanced technologies like AI and data analytics will enable hyper-customised advice and seamless digital experiences, while hybrid models combining human expertise with digital tools will become the norm. Additionally, regulatory frameworks will continue to evolve, requiring firms to be agile and transparent in managing compliance and risk. As intergenerational wealth transfer accelerates, engaging younger, tech-savvy investors will be critical, making innovation and adaptability the key drivers of success. The future will be a blend of innovation and relationship-driven service.

NEWS

AWARDS

EVENTS

RESEARCH

WEALTHBRIEFING - ALWAYS AT THE CENTRE OF YOUR 360° VIEW ON THE WEALTH MANAGEMENT LANDSCAPE With 60,000 global subscribers, WealthBriefing is the world’s largest subscription news and thought-leadership network for the wealth management sector

www.wealthbriefing.com

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

What It Takes to Be an International Private Banking Leader in the UAE Winner • Overall International Private Bank (HQ outside MENA region)

Farzad Billimoria Head of Private Banking and Wealth Management, UAE Barclays Private Bank

Whom do you look to, either inside or outside your business, for ideas and inspiration? I draw a great deal of inspiration from within the organisation, particularly from teams working closest to our clients across the UAE and the wider region. Their insights into client behaviour, evolving needs and market dynamics are invaluable in shaping how we continue to refine our offering. Externally, I look to peers across global wealth and financial services who are navigating similar challenges around cross-border complexity, intergenerational wealth transfer and governance.

The most compelling ideas tend to come from those who combine innovation with discipline and a clear focus on long-term client outcomes. What will winning this award do for your business and colleagues? Winning an award for 'Overall International Private Bank (HQ outside MENA region)' is a meaningful recognition of the collective effort of our colleagues across the region, and of the consistency with which we serve clients internationally. For our teams in the UAE, it reflects the strength of our collaborative approach and the trust clients place in us to support their long-term objectives.

For the business, it reinforces our strategic focus on delivering an integrated wealth offering by combining global connectivity, investment expertise and disciplined risk management while remaining firmly client-led in how we grow. Where do you see the wider wealth management sector going in the next five years? In the UAE, wealth management is increasingly shaped by the country’s position as a long-term home for entrepreneurial, family-owned and internationally mobile wealth. Over the next five years, demand is likely to continue shifting towards advice that extends beyond investments to include succession planning, family governance, liquidity planning around business events and cross-border structuring. The UAE’s strong regulatory environment, openness to global talent and capital, and continued focus on economic diversification are reinforcing its role as a leading regional and international wealth hub. As client needs become more complex, wealth managers will need to combine deep local understanding with global capabilities, hightouch advice and robust risk frameworks. Organisations that can deliver this in a coordinated and consistent way are likely to be best positioned for sustainable growth.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

BNP Paribas Setting the Pace for the Future of Wealth Management How do you intend to remain on the front foot and continue to set a high standard? We remain ahead by staying deeply aligned with client needs and by continually investing in the expertise required to support complex wealth structures. For Entrepreneurs & Families, our OneBank model delivers integrated solutions across wealth management, global markets, asset management, securities services and real estate in one seamless offering. Our second Single Family Office Forum in the UAE strengthens this ecosystem by creating a platform for leading families to exchange insights, collaborate and explore opportunities. Our strong capabilities in private assets and our distinctive real estate platform across Europe and the UK further set us apart. By advancing talent, capabilities and cross-business collaboration, we aim to consistently lead the market and maintain the highest standards for sophisticated clients. What was the way your colleagues made a difference? Our success is driven by the commitment and professionalism of our teams. Colleagues across the Middle East and booking centres such as Geneva, Luxembourg and Singapore consistently make a difference by placing clients at the centre of every decision and by listening to their unique needs. Their impact has been especially clear as we expanded our capabilities with strategic hires, strengthening our depth in priority areas and elevating the quality of our solutions. Equally important is how our people collaborate. Strong partnerships between business lines enable us to deliver integrated, cross-border solutions that reflect the full strength of our Group. This unified approach is a key differentiator in serving complex client requirements.

What will winning this award do for your business and colleagues? Winning this award is a powerful endorsement of the value we deliver across all aspects of client wealth. It demonstrates that our teams provide consistently sophisticated, high-touch support across advisory, sustainable investing and bespoke credit and investment structuring. For colleagues, this recognition validates their dedication and expertise. It boosts pride, reinforces our shared purpose and motivates us to keep raising the bar for global families. From a business perspective, the award strengthens our market position and deepens client trust. It differentiates us in a competitive environment, supports new client acquisition and reinforces our long-term commitment to innovation and exceptional service for Entrepreneurs & Families across the region. Where do you see the wider wealth management sector going in the next five years? The industry will continue shifting from product distribution to holistic, outcome-focused solutions spanning family governance, global markets and the wider financial universe. Clients will expect clarity, transparency and measurable results. Technology will drive a new level of personalisation. While human relationships will remain at the core, clients will expect advisers to anticipate needs, monitor risks in real time and deliver sharper insights. Private markets, sustainability and alternative financing will become even more central to sophisticated portfolios, while regulation will require stronger risk management and greater transparency. The winning firms will combine the trust of a universal bank, the bespoke advice of a boutique private bank and the agility of a fintech. At BNP Paribas Wealth Management, we are committed to shaping this future through digital innovation and deep sector expertise.

Antoine Chemali CEO BNP Paribas Wealth Management Middle East

Winner • Private Bank Servicing Clients with Investable Assets Over US$100m • Private Bank - ESG • Private Bank - Credit Provider

Our Global Family Office team collaborates with you so you and your families can prosper together. Leverage the resources of one of the world’s largest family office service providers. We offer experience and solutions that span all family office structures and growth stages. Learn more about how we can serve your family office. bny.com/globalfamilyoffice

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

BNY Wealth: Where Legacy Meets Innovation Winner • Wealth Manager Servicing Family Offices

Shadi Alnasr Market President for the Middle East BNY Wealth

What was the way your colleagues made a difference? It gives me immense pride to see how our colleagues across the Wealth team, from the Cayman fiduciary team to the London custody team came together this year. They truly embodied our “follow-the-sun” approach ensuring seamless support so that every client in the MEA region feels heard and valued, no matter the hour. What stood out wasn’t just getting the work done, but rather how they approached it with empathy, and an unwavering commitment to clients’ goals. How do you intend to remain on the front foot and continue to set a high standard? Our guiding principles – Be Client Obsessed, Stay Curious, Own It, Spark Progress, and Thrive Together – are our north star. They drive us to anticipate client needs and continuously raise the bar. To “Be Client Obsessed” means focusing on the markets where we can make the greatest impact – UAE, Saudi Arabia, Qatar, and Bahrain – supporting regional growth and financial diversification. Our ADGM branch and Saudi Regional Headquarters License reflect this commitment. Through curiosity and progress, we’re investing in digital platforms, analytics, and reporting tools that give families greater clarity and control. “Thrive Together” reminds us that our people are our strength, so we invest in leadership and mentorship to keep collaboration at the core. By combining deep resources with true personalisation, we’ll continue setting new benchmarks for wealth stewardship across the region.

What will winning this award do for your business and colleagues? This recognition is more than a trophy on our shelf. It’s a moment that brings the team together to celebrate all the hard work of every single colleague who went the extra mile: refining presentations, building new reporting dashboards or crafting bespoke solutions tailored to the different unique needs of every family. The award strengthens our credibility in the market, helping us attract top-tier talent and new families looking for a partner who consistently demonstrates excellence. Internally, it boosts morale and fuels our culture – reminding us that when we collaborate and support each other, there’s no limit to what we can achieve. Where do you see the wider wealth management sector going in the next five years? We’re entering a new era of wealth management – defined by personalisation, smarter technology, and purposeful investing. Families across the region are institutionalising their wealth with formal governance, professional investment committees, and robust risk frameworks. At the same time, the great wealth transfer is driving a generational shift, as next-gen leaders embrace impact-driven investing that seeks both financial returns and social value. The influx of affluent families choosing the Middle East as their base is further reshaping demand. In this environment, success will come to firms that blend digital excellence with the human stewardship clients value most – delivering personalised, forward-looking advice through intuitive, insightdriven platforms.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

Comarch: Shaping the Future of Wealth Management in the Middle East Winner • Client Communication Solution

Grzegorz Prosowicz Head of Consulting for Capital Markets Comarch

ounded in 1993, Comarch is a leading European software house with over 6,400 employees worldwide. We specialise in sophisticated software for financial institutions. Our core offering, Comarch Wealth Management, is an integrated multi-module platform delivering excellent investment advice, supported by our Asset Management Platform for front-to-back portfolio handling.

Where do you see the wider wealth management sector going in the next five years? The UAE (especially Dubai and Abu Dhabi) and Saudi Arabia are rapidly becoming global financial hubs, attracting an unprecedented influx of high-net-worth individuals (HNWIs) and their families. In the GCC, wealth is expected to be transferred to the next generation by 2030. This shift is driving demand for services focused on succession planning, domestic legal structuring (e.g., foundations and trusts), and wealth management tailored to the next generation. We also see a major pivot toward Digital Transformation (WealthTech), where technology is shifting the service delivery model. This includes the adoption of AI/ML to enhance personalisation and the rise of Digital Platforms, making wealth management more accessible to the mass affluent segment. Finally, Middle Eastern investors are increasing their allocation to alternatives, such as Private Equity, Private Debt, and Infrastructure, driven by a search for higher returns. In what ways were you able to deal with challenges and problems this time around? We address the region's specific structural hurdles with targeted technological interventions, including talent shortages, regulatory complexity, and technological fragmentation.

Currently, there is an acute shortage of experienced, certified, and particularly Arabic-speaking wealth advisers capable of handling sophisticated, multi-jurisdictional structuring. Our digital tools help bridge this gap by automating advisory logic. Furthermore, the wealth management landscape is characterized by a fragmented Shariah and cross-border regulatory regime across various GCC and MENA jurisdictions, resulting in increased compliance costs. Comarch’s systems are designed to handle this complexity natively. Lastly, technological fragmentation remains a hurdle. Many firms still rely on fragmented, legacy systems for custody and portfolio management, which creates operational inefficiencies, poor data integration, and hinders the delivery of a seamless client experience. We resolve this by implementing our Comarch Open Platform, allowing banks to build unique environments using microservices-based solutions coupled with efficient DevOps processes. How do you intend to remain on the front foot and continue to set a high standard? Innovation is in our DNA – in 2023 alone, our R&D expenditures amounted to EUR 85 million. We intend to set the standard by prioritising hyper-personalisation, security, and data-driven decisions. What will winning this award do for your business and colleagues? It confirms our alignment with the region's needs. The next five years are expected to see the Middle East consolidate its position as a global wealth hub, characterised by rapid digitalisation and a strong focus on succession planning. This award validates that Comarch’s mix of deep industry expertise and robust technology is the right catalyst for this transformation.

The value of independence As a firm that has always been independent and privately-owned, our independence is integral to our culture. It informs how we think, act and communicate.

Most of all it defines the service and support we provide for families, enabling flexibility and agility in a world where these are increasingly important.

To find out more, contact: heather.tibbo@crestfos.com steve.leseelleur@crestfos.com paul.hunter@crestfos.com CAYMAN* | JERSEY | LON DON** | WYOM I NG, USA***

C R E S T F O S .C O M

The Crestbridge Fiduciary Limited affiliation is regulated by the Jersey Financial Services Commission. *Cayman services are provided by and through Bridgestream which is regulated by the Cayman Islands Monetary Authority. **UK services are provided by and through WSM Advisors Limited, a firm registered with and regulated by the Institute of Chartered Accountants in England and Wales. ***Wyoming services are provided by Crestbridge Fiduciary, LLC, a joint venture between Crestbridge Fiduciary Limited and Willow Street.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

The Next Era of Wealth Management: Talent, Technology and Trust as the New Differentiators What was the way your colleagues made a difference? Recruiting the right colleagues, from technical skillset and industry experience to attitude and cultural fit, has always been a foundational priority for our firm. Independent and privately-owned, we are in the enviable position to ensure we take on new business only when we are fully and correctly resourced to deliver the high service levels our clients expect. Leveraging our collective strengths and our shared service culture has helped us thrive in the Middle East. By providing considered, high-quality, flexible solutions to our clients across the region, our colleagues have consistently delivered against our commitment to service excellence.

Heather Tibbo CEO Crestbridge Family Office Services

Investing in our people has demonstrably paid dividends, both in the stability of our Middle East client base and our strong organic revenue growth. How do you intend to remain on the front foot and continue to set a high standard? Over the last year we have significantly strengthened our executive leadership team. We have also invested heavily in bespoke technology to support every stage of the client journey, as well as enhance our internal operations. These statements of purpose represent a commitment to our future, in which we believe certainty and peace of mind will be increasingly sought after by leading global families.

Winner • Leading Chief Executive Officer (CEO)

In a sector that grows ever more competitive and complex, our independence and privately-owned status, coupled with our cultural agility and flexibility, place us strongly in a position to meet clients’ emerging needs. In highly active and dynamic markets such as the Middle East, this differentiation will enable us to continue setting the industry benchmark.

In what ways were you able to deal with challenges and problems this time around? What lessons have you learned? Our team have the experience to recognise that, whatever our commitment to preparation, process, and foresight, unforeseen challenges can occasionally emerge. However, when client relationships are built on authentic, long-standing trust, the process of openly and honestly addressing challenging situations becomes immeasurably easier. Our growth has been driven by constantly nurturing these strong, long-term client relationships. In the Middle East, this approach reflects the region’s values, as families appreciate our understanding of local markets, their unique needs, and our international outlook. An additional strategic priority that we believe has helped reinforce the strength of our client relationships is proactive investment in new systems, processes and platforms. This dynamic approach to delivering a well-executed and streamlined experience has further built client confidence. Where do you see the wider wealth management sector going in the next five years? Over the next five years, reputation and proven expertise will remain central as global uncertainty grows. The rise of intergenerational wealth transfer will shift decision-making to next-gen clients, whose global mobility and multi-jurisdictional outlook are reshaping expectations. AI will further transform the sector through more intuitive, secure and digitised services, easing administrative demands but exceptional in-person service will continue to be the key differentiator.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

Deutsche Bank Private Bank Middle East: Leading with Global Strength, Local Expertise Saad Osseiran Head of Private Bank - Middle East Deutsche Bank

Winner • Overall Private Bank

What was the way your colleagues made a difference? Our colleagues have been pivotal to Deutsche Bank’s success in the Middle East. Through close collaboration across the Private Bank, Investment Bank, Corporate Bank, and DWS, they’ve delivered integrated solutions for our sophisticated clients. The expansion of our teams in Dubai and Riyadh has deepened local coverage, enhanced our Shariah-compliant offering, and strengthened client trust evident in robust inflows and improved performance metrics. A great example is our “Expert Connections” initiative, where the Private Bank led a regional investor visit to the UAE and Saudi Arabia with Investopia and the Saudi Ministry of Investment. Bringing together over 40 UHNW clients and global investors, the events fostered dialogue with policymakers and business leaders, highlighting Deutsche Bank’s role in connecting global capital with regional opportunity. How do you intend to remain on the front foot and continue to set a high standard? We remain committed to innovation and excellence by continuously investing in our people, technology, and platform. Our open architecture approach allows us to partner with leading asset managers and introduce new products, particularly in the Private Markets and Alternative Investments space. We are also embracing digital transformation and artificial intelligence to enhance client experience, streamline operations, and strengthen risk management. By staying agile and responsive to market trends, we ensure our clients benefit from best-in-class advice and solutions. Additionally, as Global Lead Partner for Frieze, Deutsche Bank is proud to support Frieze in collaboration with The Department of Culture and Tourism Abu Dhabi to announce the launch of Frieze Abu Dhabi in 2026. This

marks a welcome addition to the 2026 global art calendar bringing world-class contemporary art to the Gulf region and reinforces our commitment to this important region and the clients we serve here. In what ways were you able to deal with challenges and problems this time around? What lessons have you learned? Navigating geopolitical tensions and market volatility has highlighted the value of proactive risk management and adaptability. Our team’s ability to anticipate developments and provide timely advice has helped clients protect and grow their wealth. We’ve learned that resilience comes from diversification - across asset classes, geographies, and currencies - and from close client relationships to understand evolving needs. Our inaugural 2025 Family Office Financing Report, based on insights from over 200 family offices globally, shows that they are increasingly adopting institutional approaches: building “war chests” to manage leverage, incorporating illiquid assets, and actively engaging in private markets with expectations of mid to high double-digit returns. Where do you see the wider wealth management sector going in the next five years? The Middle East is poised for dynamic growth, driven by demographic shifts, economic diversification, and increasing cross-border investment. We expect continued inflows of global capital, the rise of new family offices, and greater focus on sustainability and technology. The sector will see more integration of digital solutions, enhanced regulatory frameworks, and a growing emphasis on succession planning and intergenerational wealth transfer. Deutsche Bank is well-positioned to lead this transformation, leveraging its global network and deep local expertise.

WINNER: Cavenwell Group

WINNER: Deutsche Bank

WINNER: EFG Private Bank

WINNER: Eton Solutions

Where securing your future sets the agenda. Discover our wealth planning solutions designed to help protect your wealth.

Recognised as the Best Private Bank Wealth Planning Team, WealthBriefing MENA Awards 2025.

Discover us in Dubai, London, Miami and over 40 locations worldwide. efginternational.com In Dubai, EFG (Middle East) Limited’s principal place of business and registered office is located at DIFC, Precinct Building 05, Level 05, Dubai, UAE, T +971-4-5276400. EFG (Middle East) Limited is regulated by the Dubai Financial Services Authority (DFSA). EFG (Middle East) Limited deals with Professional Clients only. EFG (Middle East) Limited is a wholly owned subsidiary of EFG International AG.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

EFG: Navigating the Biggest Wealth Transfer in History How our colleagues made a difference Our Client Relationship Officers (CROs) and product specialists operate as empowered entrepreneurs who take full ownership of client journeys and are pivotal to the success of EFG. Their ability to listen, act decisively and mobilise global expertise such as Wealth Planning and Investment Specialists is central to providing clients with a solution driven approach.

Evgenia Goti Koukoumaki Global Head of Wealth Planning EFG Private Bank

The partnership between our Client Relationship Officers (CROs) and EFG’s global Wealth Planning team, led by Evgenia Goti Koukoumaki demonstrates this. From the initial assessment using our proprietary Wealth Planning Questionnaire to analysing complex succession and philanthropic needs, our close collaboration across our business areas turns complex financial ambitions into practical, lasting outcomes for clients and their families. How we intend to remain at the forefront and continue to raise the bar Key to delivering superior and tailored advice is our unique Client Relationship Officer (CRO) model which provides a personalised service to our clients reinforced by a local presence and global perspective. As a family-controlled, publicly listed, global boutique, we believe EFG is well positioned to focus on long-term, multi-generational wealth creation and provide impartial advice.

Winner • Private Bank - Wealth Planning Team

The CROs support our clients’ often complex needs by employing a structured, collaborative and prudent wealth planning approach. Where a client needed both Family and Charitable Trusts, a comprehensive multi-jurisdictional comparison plus philanthropic, we were able to draw on our vast network, internally and

externally, to provide detailed analysis, by engaging the right experts, platforms and partnerships. This approach ensured the client received subject matter expertise across all aspects of their wealth journey. Who we look to for inspiration Our in-house teams, encompassing all aspects of wealth planning expertise, provide us with internal inspiration for a solution-oriented approach. Externally, it is our clients and their businesses and families that provide us with our inspiration, to find solutions to often complex and unique challenges. We also look to leading independent legal and tax advisors whom we partner with to deliver clients with holistic solutions. Where we see the wider wealth management sector going in the next five years We believe that the wealth management sector is set to witness “the largest wealth transfer in history” over the coming years, creating both opportunities and challenges for families and financial institutions. Preserving family legacies is central to EFG’s philosophy and must become the primary focus for the sector. This shift means successful firms will need to move beyond transactional banking to focus on strategic wealth preservation and wealth transfer solutions.

EtonAI Proud Winner ™

Innovative Use of AI, WealthBriefing MENA 2025 Eton Solutions is proud to be recognized as the Innovative Use of Artificial Intelligence winner at the WealthBriefing MENA Awards 2025. EtonAI combines cutting-edge AI with actionable insights to transform wealth management, delivering measurable impact for clients across the MENA region. From smarter decisions to streamlined operations, EtonAI is redefining what’s possible in intelligent financial solutions.

Request for a live demo www.eton-solutions.com

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

AI-Native Wealth Management: Built on Responsible, Explainable Intelligence

Murali Nadarajah Chief Information Officer Eton Solutions

ton Solutions is a technology and services partner to complex family offices and wealth-management institutions. Its AtlasFive® platform – an integrated investment, accounting, and operational ERP – supports more than 960 ultra-high-net-worth families in 15+ countries, administering $1.3 trillion in assets and processing over $65 billion annually in capital calls and bill payments. The firm became an early pioneer in applied AI for family offices, deploying Machine Learning and Expert Systems in 2020 and launching EtonAI™, its enterprise-grade generative-AI platform, in 2023. Agentic AI capabilities were added in 2024. Today, EtonAI powers more than 400 production use cases, including document processing, reconciliation, portfolio analysis, tax workflows, compliance checks, and accounting automation. Eton Solutions is certified under ISO 27001, ISO 27701, SOC 1 Type 2, SOC 2 Type 2, and ISO 42001, making it one of the first organisations globally with formal Responsible-AI accreditation. What was the way your colleagues made a difference? Our colleagues committed to building enterprise-grade AI rather than consumer-style experimentation. Much of today’s AI market prioritises speed and flexibility, but often lacks transparency and rigor. Family offices cannot operate that way. Our teams insisted on auditability, explainability, traceability, and safety. By integrating EtonAI with AtlasFive’s unified data model, they ensured AI was built on structured, governed information instead of fragmented sources. This discipline – across engineering, product, services, and security – allowed responsible AI to be deployed at scale across thousands of client workflows.

Winner • Innovative Use of Artificial Intelligence

How do you intend to remain on the front foot and continue to set a high standard? We are extending EtonAI’s agentic architecture to automate a growing share of the operational backbone, including compliance reviews, reconciliations, investment

research, corporate actions, and due-diligence processes. Through the Model Context Protocol (MCP), EtonAI can connect securely to external systems and support context-aware interaction, voice-enabled dialogue, and automated email-driven workflows. As adoption expands, EtonAI becomes progressively smarter. Each new workflow, document type, and use case enriches its context engine, creating compounded value: every client benefits not just from their own usage but from aggregated intelligence shaped by hundreds of deployments. This flywheel accelerates accuracy, automation depth, and time-to-value. Our goal is to automate more than 90% of reconciliation and period-close activities while continuing to strengthen responsible-AI guardrails. As one of the first ISO 42001-certified companies, we intend to lead with transparency, explainability, and ethical design. In what ways were you able to deal with challenges, and what lessons have you learned? The main challenge with generative AI is trust. LLMs do not inherently understand context or risk, yet families expect precision, privacy, and integrity. We focused on first principles: great AI requires great data. By bringing AI to structured, governed client data within secure environments, we addressed trust, security, and explainability simultaneously. The key lesson is that responsible AI is an architecture, not a feature. Where do you see the wider wealth management sector going in the next five years? The sector is moving toward intelligent orchestration. AI agents will perform most operational tasks – capital-call validation, statement review, reconciliations, performance checks – while human professionals focus on judgment, governance, and client outcomes. Responsible AI will become a baseline requirement, and AI-native operating models will define the industry’s future.

True Wealth is not measured in zeros; It is measured in generations. Inspired by Farro, the oldest living grain that has stood the test of time, we build enduring legacies. Together, we nurture your wealth for generations.

www.farrocapital.com

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

Farro Capital: A Long-Term Global Partner for Multi-Generational Wealth Winner • External Asset Manager - Next-Gen Clients • Multi-Family Office - Wealth Planning

Farro Capital

arro Capital is a Singapore-headquartered multi-family office and external asset manager advising ultra-high-net-worth families, founders, and multi-generational clients whose lives and interests span Asia, the Middle East, and key global markets. With a regional presence in Dubai, including the DIFC, the firm supports families through integrated wealth planning, investment advisory, and governance services, with particular attention to cross-border considerations and next-generation engagement. Farro Capital currently advises on and manages over USD 2 billion in client assets. The firm’s approach is shaped by a long-term view of wealth one that recognises its international character and its implications across generations. This perspective guides how governance is structured, how people are developed, and how capabilities are built, with an emphasis on continuity rather than immediacy. Farro’s presence in the DIFC reflects this outlook, aligning the firm with an institutional and regulatory environment valued by families whose responsibilities and interests extend across jurisdictions. How do you intend to remain on the front foot and continue to set a high standard? Our focus is anchored in thought leadership, technology, and access. We actively engage in shaping how family offices in the region are evolving, particularly around governance, succession, and next-generation participation, rather than simply reacting to trends. In parallel, we continue to invest in technology and AI to deliver cost efficiency, predictive analytics, and near real-time, multi-custody reporting. This enables families to move from backward-looking reporting to forward-looking decision-making. We also prioritise access to bespoke opportunities, particularly in private markets and structured solutions that are not easily available through traditional platforms.

Whom do you look to for ideas and inspiration? The families we advise are our primary source of inspiration. UHNW families, founders, and next-generation members often face questions that extend beyond markets, touching on governance, succession, and long-term alignment. These conversations directly inform how advice is framed and delivered. Internally, perspectives are refined through collaboration among professionals with experience across investments, structuring, and family governance. Externally, we draw lessons from long-established families and institutions, ensuring those insights remain practical and culturally attuned. What will winning this award do for your business and colleagues? Winning 'External Asset Manager – Next-Gen Clients' and 'MultiFamily Office – Wealth Planning' is a strong affirmation of our commitment to the family office profession. It reinforces trust with clients and partners, strengthens team confidence, and enhances our reputation as a leading family office platform in the Middle East and Asia. For our colleagues, it recognises the depth of judgment and care required to serve families over the long term. Where do you see the wider wealth management sector going in the next five years? We expect continued professionalisation of family offices, a shift toward families paying explicitly for advice and service, and the gradual decline of retrocession-driven models. At the same time, next-generation members will take on more meaningful decision-making roles. Firms that prioritise clarity, continuity, and sound judgment will be best positioned to endure.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

Beyond the Benchmark: The Team and Thinking Powering the Next Era of Wealth Management What was the way your colleagues made a difference? Our CIO, Kunal Chawla was instrumental in bringing new ideas by carefully evaluating not just the investment theme, but the pedigree of the people behind the idea. The Relationship management team not only knows the pulse of the market but also client’s investment objectives clearly and thus able to offer these unique solutions which was quite a welcome discussion with our esteemed clients. How do you intend to remain on the front foot and continue to set a high standard? The best way is to beat one’s own benchmark each time by challenging oneself, challenging one another, such that before others try to emulate you, you have already moved the yardstick. For e.g. When markets were talking about offering semiconductor as investments, we moved to data centres, when they moved to data centres, we moved to power and when they have moved to power, we say ‘photons’ is the new wave and not ‘electrons’ cutting down GPU and Power requirements by 90% possibly. This is just one example of how we evaluated one sectoral investment; there are many more... In what ways were you able to deal with challenges and problems this time around? What lessons have you learned? People (be it our team or clients), many a times have a ‘herd mentality’. They want to follow the crowd. Therefore, to do something groundbreaking requires courage, foresightedness, and ability to convince others. That can be quite daunting, and the fear is always ‘What if we are wrong’; ’Should we play safe’. So, then we do two things - The Product team engages in deep research, and the Sales team is deep conversation with clients and when our curated ideas meet client’s objectives, it does yield results.

Renoy Kundukulam - SEO Kunal Chawla - CIO Finmark Capital Ltd

Whom to look for, either inside or outside your business, for ideas and inspiration? From my perspective, we always look for ideas ‘outside' our business. More than financial news, I think we observe consumer behaviour. For e.g. If people are going to adopt ‘flying cabs’, then which companies should we invest in that makes CFPR and GFPR (Carbon Fibre/Glass Fibre reinforced polymer) because they are ones who will supply the lightweight material. What we look ‘inside’ is for execution of those ideas into investment themes. What will winning this award do for your business and colleagues?

Winner • External Asset Manager - Private Markets

I think, one, we will be deeply honoured for being recognised our hard work. Second, our team is going to be extremely proud of this achievement. Third, it reinforces our credibility as an entity that can bring innovative, quality ideas well before market timing. And last but not the least, it is a big encouragement for us to continue the good work and keep creating new norms of performance.

Empowering Wealth. Enriching Generations.

At FAB Private Banking, excellence is not an act — it’s a standard we uphold. FAB's recognition at the WealthBriefing MENA Awards 2025:

Private Bank – Discretionary Portfolio Management (DPM)

Private Bank Servicing the United Arab Emirates

Private Bank Servicing the Kingdom of Saudi Arabia

This recognition reflects client trust, the calibre of FAB's private banking teams, and a continued commitment to innovation with integrity. FAB’s compass for every client relationship is: to protect, grow, and preserve wealth across generations.

For more information, please visit www.bankfab.com

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

Empowering Growth and Excellence Across the Region

Winner • Private Bank - Discretionary Portfolio Management (DPM) • Private Bank or Wealth Manager Servicing United Arab Emirates • Private Bank or Wealth Manager Servicing The Kingdom of Saudi Arabia

First Abu Dhabi Bank - Private Banking

t First Abu Dhabi Bank (FAB) Private Banking, we are proud to have been recognised at the WealthBriefing MENA Awards 2025 across three prestigious categories: 'Private Bank Discretionary Portfolio Management (DPM)', 'Private Bank Servicing the United Arab Emirates' and 'Private Bank Servicing the Kingdom of Saudi Arabia'. These awards reaffirm our commitment to excellence, client trust, and our continuous drive to deliver bespoke wealth management solutions that empower generations across the region. Our success is deeply rooted in collaboration. Every achievement reflects the passion and dedication of our teams across Abu Dhabi, Dubai, Riyadh, and beyond, all united by a shared purpose: to help our clients protect, grow, and transfer their wealth with confidence and clarity. Colleagues from diverse backgrounds bring expertise in investment advisory, portfolio management, and relationship excellence, combining global insight with local understanding. Together, they transform challenges into opportunities and build long-term value for our clients.

have reaffirmed the importance of resilience and adaptability. We have learned that success in private banking is not measured only by performance metrics, it’s about trust, transparency, and partnership. Our teams remained proactive, responsive, and empathetic, ensuring every client feels understood and supported, even in times of uncertainty.

How do you intend to remain on the front foot and continue to set a high standard? By consistently evolving. FAB Private Banking invests in digital innovation, sustainable finance, and client-centric advisory models. From advanced portfolio management systems to bespoke discretionary mandates, we ensure our clients benefit from precision, agility and forward-looking strategies that reflect both market dynamics and individual ambitions.

What will winning this award do for your business and colleagues? Winning these awards reinforces our commitment to FAB’s values of ambition, collaboration, and integrity. It motivates us to continue leading the evolution of private banking in the MENA region. Looking ahead, we see a dynamic and inclusive future. One where technology, human expertise, and sustainability converge to shape a new era of wealth management excellence. At FAB Private Banking, our journey is not just about managing wealth, it’s about nurturing relationships, empowering success, and building a legacy of trust across generations.

In what ways were you able to deal with challenges and problems this time around? What lessons have you learned? Over the past year, market volatility and shifting client priorities

Whom to look for, either inside or outside your business, for ideas and inspiration? Our inspiration stems from the visionary leadership of the United Arab Emirates, whose forward-looking strategies and commitment to excellence continue to guide and motivate us. The UAE’s focus on innovation, sustainability, and global competitiveness reflects the very principles we embrace at FAB Private Banking. We take pride in aligning our efforts with the nation’s vision for economic growth and prosperity, contributing to a financial ecosystem that empowers individuals, families, and businesses to thrive locally and globally.

Closer connections. Exceptional results. As trusted advisers to individuals and their families across MENA and beyond, our approach to Family Office Governance is truly unique. Placing a significant emphasis on psychology as well as the legal and technical aspects, we look at the overall picture of what the family is seeking to achieve. We take the time to understand each family member and the family as a whole. This allows us to uncover challenges and support them in achieving their goals and long-term prosperity. ] Family Governance

] Employment

] Estate and Succession Planning

] Banking and Finance

] UK and International Tax

] Asset Management

] Trusts Structuring

] UK Residential and Commercial Property

] Joint Ventures

forsters.co.uk

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

Preparing the Next Generation: Innovating Family Governance for Intergenerational Wealth Winner • Family Office Governance Service Provision

Charlotte Evans-Tipping - Partner James Brockhurst - Partner Forsters

What was the way your colleagues made a difference? The best part of our role as advisors is the positive impact that we have with the families we work with. By getting to know each family member independently, we build trust across the generations, enabling us to uncover the issues and deal with any underlying reservations head on. Our starting point for carrying out a Family Governance exercise is to understand what the family are seeking to achieve, investing the time to understand the family’s values, wishes and concerns. Only then can we advise on the best approach. Many of our clients have built international businesses with assets and family members across the world, lending added complexity to their planning needs. We create bespoke structures that help establish family harmony and ensure the successful transition from one generation to the next. How do you intend to remain on the front foot and continue to set a high standard? Family Governance is our clear USP; We believe that Forsters’ approach to Family Office Governance across MENA is unique. Many firms claim to offer this service, but few can provide this advice to UHNW families. Our use of Family Office structures as a multigenerational succession tool, goes beyond the usual investment purposes and forms part of a wider Family Governance exercise to enable families to make decisions easily. We place a significant emphasis on psychology as well as the legal or technical aspects. We take the time to understand each family member, to tease out underlying issues, looking at the overall

picture of what the family is seeking to achieve, to elicit where the internal and external challenges may lie in attaining that goal. Only then do we put in place the practical and commercial structures that preserve family wealth and mitigate the risk of family disputes. What will winning this award do for your business and colleagues? With an established track record in the region stretching back 25 years, our team is well known for its expertise in family governance. This award provides us with the industry recognition that we are renowned for best-in-class advice and service to our clients, demonstrating our clear commitment to the region. Though we are based in London, our lawyers travel across the Middle East monthly to advise their clients. The team has cultivated strong relationships with many private wealth advisors in the region and are renowned for their ability to co-ordinate complex, cross-border advice involving multiple jurisdictions and advising parties. Where do you see the wider wealth management sector going in the next five years? The industry’s future will focus on guiding the next generation as they inherit family wealth. Next Gens often seek greater independence, while older generations take a more collectivist approach. Understanding this psychology will be essential for managing intergenerational transitions. We aim to stay at the forefront by providing innovative, tailored advice that meets the evolving needs of families.

gsbglobal.com

Chartered. Independent. Built for Global Families.

Wealth that stands the test of time At GSB, we deliver independent advice and long term stewardship, helping clients protect, grow and pass on their wealth with clarity and purpose. Our approach begins with financial planning and is built on disciplined, evidence based investment strategies designed to support long term objectives. As the Middle East’s first CISI Chartered Firm and a Certified B Corporation, GSB combines global expertise with responsible business practices and high professional standards. Through transparent advice and a planning first approach, we support families, entrepreneurs and global executives with wealth that travels across borders. With offices in Dubai, London and Geneva, we help clients create enduring value across generations and geographies.

GSB is a pending trademark of GSB Capital that is registered with the Dubai International Financial Centre (DIFC), license no. CL4377, and is regulated by the Dubai Financial Services Authority (DFSA) under license no. F006321. The registered address is Office 901, Floor 9, West Wing, The Gate, Dubai International Financial Centre, PO BOX 938542, Dubai, UAE. In respect of those activities GSB performs in or from the DIFC, the law applicable to these activities is that of the DIFC

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

GSB Sets the Standard: Award-Winning Wealth Planning Built on Technical Excellence and Long-Term Strategy Winner • External Asset Manager - Wealth Planning

Yazmin Boden - Senior Partner Stuart Ritchie - Group Head GSB Capital Ltd.

SB’s recognition as the winner of the 'External Asset Manager Wealth Planning' category at the WealthBriefing MENA Awards 2025 reflects the firm’s commitment to technical excellence, clarity and responsible growth. In a market where clients face increasingly complex financial decisions, GSB has built a reputation for evidence-based wealth planning grounded in structure, independence and long-term strategy. Over the past five years, the business has grown beyond USD 1 billion in assets under management and expanded across Dubai, London and Geneva. This momentum has been driven by families, entrepreneurs and global executives who want disciplined, structured planning rather than sales led propositions. Many of these clients hold assets and obligations across multiple jurisdictions, particularly between the Middle East and the United Kingdom, where a technically robust framework has become essential rather than optional. GSB’s credentials support this focus on rigour. It was the first firm in the Middle East to achieve CISI Chartered Firm status, evidencing high standards of competence, ethics and professionalism in wealth management. The organisation has also been recognised as a Certified B Corporation, reinforcing an approach built on transparency, responsible practice and accountability in how advice is delivered. These milestones have helped shape a culture that is not only client centred, but also purpose driven.

In practice, planning at GSB brings succession, estate, retirement and tax considerations into a single, cohesive strategy. Advisers consider how each decision compounds over time and across generations, rather than addressing matters in isolation. That planning first philosophy is supported by an evidence-based investment approach that favours clarity, diversification and long-term consistency over short term speculation. Portfolio construction is anchored to the client’s planning objectives, ensuring wealth is managed and transferred with clarity over time. GSB’s progress has been recognised by WealthBriefing over several years, including awards for 'External Asset Manager Newcomer' in 2022, 'Leading Female Executive' in 2023 and 'Overall External Asset Manager of the Year' in 2024. Together with the 2025 'Wealth Planning' award, these honours reflect a consistent track record of growth built on the same standards that defined GSB from the beginning. Today, GSB works with families whose wealth moves across borders, industries and generations. The mission remains clear. The aim is to provide technically robust, transparent, and purpose led planning that stands the test of time and helps clients build secure and resilient financial futures with confidence.

YOUR TRUSTED FINANCIAL PARTNER Whether you're a family business planning your succession, setting up a Family Office or Fund, or an Entrepreneur, GTAG can support you with tax planning, structuring

and

wealth

advice.

Establish

your

Partnership with GTAG, an award winning, trusted and respected firm across the business and financial sectors.

+971 52 979 8302

bill.anderson@gtag.ae

www.gtag.ae

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

Staying Ahead in a Transforming Wealth Landscape What was the way your colleagues made a difference? Our colleagues are the engine of everything GTAG delivers. What differentiates us is not size or scale but the calibre of people inside the organisation. Each advisor understands that clients today expect speed, precision, and absolute discretion. Over the past year, our team has shown exceptional initiative – navigating the nuances of new tax regimes, supporting high-stakes cross-border restructurings, and designing foundation and holding-company frameworks that protect generational wealth.

Bill Anderson Chief Strategy Officer Gulf Tax Accounting Group

The team’s commitment to learning, willingness to challenge assumptions, and ability to translate regulation into practical strategy has been instrumental in delivering outcomes that truly matter. Their discipline, integrity, and client-first mindset are the reasons GTAG continues to be trusted with complex and sensitive mandates. How do you intend to remain on the front foot and continue to set a high standard? Remaining ahead requires constant reinvention. GTAG invests heavily in technical training, technology, and regulatory updates across the UAE, EU, US, UK, Asia, Africa, and emerging markets. We encourage cross-disciplinary thinking, bringing together tax, wealth, investment, corporate governance, legal, and risk expertise to ensure solutions are holistic rather than siloed.

Winner • Tax Team Servicing Private Clients

We are expanding our advisory bench, strengthening partnerships in Europe and Latin America, and developing a refined wealth-structuring division that integrates capital-raising, investment advisory, and global mobility. By embedding technology and sector expertise into every mandate, we ensure clients continue to receive institutional-grade quality with boutique-level attention.

In what ways were you able to deal with challenges and problems this time around? This year has been defined by regulatory change and market uncertainty. Our approach was to stay proactive, factual, and systematic. We created internal playbooks for European emigration strategies and strengthened compliance protocols for corporate-service providers. Instead of reacting to problems, we anticipated them – often guiding clients months before new rules took effect. We also reinforced our due-diligence frameworks, ensuring that onboarding, source-of-wealth reviews, and enhanced-risk assessments were genuinely robust. This has protected clients and safeguarded GTAG’s reputation in equal measure. Where do you see the wider wealth management sector going in the next five years? The wealth sector is becoming more regulated, more transparent, and more global. Clients increasingly expect integrated solutions – tax, structuring, residence, investment, and compliance – under one roof. The next five years will see a clear move toward substance-driven planning, enhanced cross-border mobility, and digital reporting obligations. For the UAE, the combination of stable tax policy, strong financial centres, and international connectivity means it will continue attracting entrepreneurs and family offices from Europe, the US, the UK, and Asia. Firms that can deliver clarity, technical depth, and cross-jurisdictional insight will shape the next era of the industry.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

Setting New Benchmarks in Islamic Wealth Management Through Innovation, Accountability and Client-Centric Excellence What will winning this award do for your business and colleagues? Winning these awards is a strong endorsement of our strategy and execution. It reinforces our position as a trusted partner for Islamic private banking and NRI/NRP clients. For our colleagues, it’s a moment of pride and motivation – a reminder that their commitment to excellence and cultural insight is being recognised on a global stage. For the business, it strengthens client confidence and opens doors to new opportunities.

Habib Bank AG Zurich What was the way your colleagues made a difference? Our colleagues made a difference by demonstrating ownership and accountability at every stage. Whether it was building Sharia-compliant investment frameworks or enhancing digital capabilities, they approached each challenge with precision and client-centricity. Their ability to combine cultural understanding with Swiss best practices ensured that we delivered solutions that were not only compliant but also meaningful for our clients. This commitment to excellence is what sets us apart. How do you intend to remain on the front foot and continue to set a high standard? Remaining ahead means anticipating client needs before they articulate them. For us, that translates into accelerating digital transformation, deepening our Islamic wealth offering, and staying close to regulators. We will continue to invest in technology for seamless client experiences while maintaining rigorous compliance standards. At the same time, we will keep engaging with clients through education and dialogue – because understanding what matters to them is the foundation of everything we do.

In what ways were you able to deal with challenges and problems this time around? What lessons have you learned? The biggest challenge was ensuring full Sharia compliance as a conventional bank. We addressed this by creating segregated processes, engaging external Sharia advisors, and obtaining a Fatwa to validate our approach. Another challenge was navigating the dynamics of intergenerational wealth transfer. Through initiatives like our G3 Summit, we brought families together to discuss succession and governance early. The lesson is clear: transparency and proactive engagement are non-negotiable for building trust. Whom to look for, either inside or outside your business, for ideas and inspiration? Internally, I draw inspiration from colleagues who consistently go beyond their remit to deliver exceptional outcomes. Externally, I look to global best practices in wealth management, regulatory frameworks, and thought leaders in Islamic finance. But most importantly, our clients inspire us. Their entrepreneurial spirit and evolving expectations push us to innovate continuously and stay relevant.

Where do you see the wider wealth management sector going in the next five years? The next five years will be defined by three forces: digitalisation, purpose-driven investing, and intergenerational wealth transfer. Clients will demand seamless, tech-enabled experiences alongside ethical investment options – whether ESG or Sharia-compliant. Advisory models will evolve to focus on education and governance as families prepare for succession. Those who combine technology, cultural understanding, and regulatory rigor will lead the future of wealth management.

Winner • Islamic Private Bank • Private Bank Servicing NRI/NRP Clients

Our award-winning Private Wealth & Family Offices team advises on a range of private client and wealth management mandates including:

ASSET PROTECTION CHARITY AND PHILANTHROPY ESTABLISHING FAMILY OFFICES ESTATE & SUCCESSION PLANNING FAMILY DISPUTE RESOLUTION FAMILY GOVERNANCE FAMILY CHARTERS & FAMILY CONSTITUTIONS OPTIMIZING LEGAL STRUCTURES SHARI’A COMPLIANT SUCCESSION PLANNING TAX WILLS & PROBATE

Key Contacts:

Address: Hourani & Partners

Hourani is an excellent and very detail-oriented firm. The team's knowledge of local and international law makes it stand out as a world player."

Chadi Hourani

Sunita Singh-Dalal, TEP

Chambers Global

Managing Partner E: chourani@houranipartners.com

Partner, Head of Private Wealth & Family Offices E: ssingh-dalal@houranipartners.com

houranipartners.com

The Offices 5, 3rd Floor One Central, DWTC P.O. Box 10152 Dubai, UAE T +971 4 205 2000 E info@houranipartners.com

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

Trusted Advisors to the Middle East’s Leading Families: Steady Guidance in a Changing Landscape

ourani & Partners operates at the intersection of regional heritage and international best practice. For nearly fifty years, the firm has advised prominent business families, private offices, and regional regulators across the GCC. With offices in the UAE and strong ties in Saudi Arabia, the firm offers a fully integrated private wealth and family office advisory practice, supported by specialists in tax, corporate structuring, succession planning, and family governance. This year, the practice expanded its work with regulators including the DIFC, ADGM, DET, MISA, and NCFB, while deepening relationships with some of the region’s most established family business groups. How did the team’s approach shape your success this year? Our work combines technical competence with cultural fluency. The team’s experience across private banking, international law, tax advisory, and family governance allows us to understand clients’ priorities from multiple perspectives. Collaboration is key: small, specialised teams ensure discretion, continuity, and deep insight into each family’s long-term objectives. This approach enables us to guide clients through sensitive matters, balancing trust and the complex dynamics inherent in family business. It has been crucial this year in delivering tailored advice while preserving both family harmony and business continuity. How do you remain ahead in a rapidly shifting regulatory and commercial environment? We maintain close relationships with regulators and industry bodies, allowing us to anticipate legislative changes across the UAE and Saudi Arabia. This year, we collaborated with the Department of Economy and Tourism on the Family Business in the Emirate of Dubai guidebook. The publication provides family businesses with practical guidance on governance and structuring, incorporating the UAE Family Business Law and DIFC trusts and foundations regimes.

The latest edition to be launched in 2026 will focus on Family Business Governance Documents, introducing model templates to help families implement the new law effectively. Internally, our lawyers and advisors receive ongoing training in cross-border structuring, governance standards, and evolving tax frameworks. Externally, we offer workshops and briefings to banks, wealth managers, and global advisors, ensuring our insights benefit the wider ecosystem while keeping our team aligned with market needs. What challenges defined this year, and what did they teach you? Families are increasingly global yet deeply rooted in regional traditions. Balancing these dimensions requires sophisticated structuring and cultural awareness. Rapid regulatory changes around transparency, governance, and cross-border assets demanded agility. These experiences reinforced the value of a flexible, client-focused approach and proactive engagement with regulators. Where do you see the private wealth landscape heading in the next five years? We expect growth in families seeking formalised governance, succession planning, and internationally compliant tax structures. At the same time, global political dynamics are prompting families from outside the region to relocate to the Middle East. New generations are introducing international investment perspectives, creating complexity and opportunity. Our role will be to guide families through these transitions while preserving their values and priorities. How will this recognition support your clients and your practice? This award strengthens trust among long-standing clients and reinforces our standing with international wealth managers. It reflects our commitment to consistent, culturally anchored advice in a rapidly evolving market and supports our ambition to remain the trusted advisor for families seeking clarity, stability, wealth preservation, and long-term guidance.

From left to right: Reef Hourani Senior Associate Sunita Singh-Dalal Partner Konstantinos Drousiotis Associate Hourani & Partners

Winner • Family Office Advisory

https://www.intellectai.com/apac/wealth-force

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

Leading the Age of Intelligent Wealth; How Intellect Design Arena is Shaping Tomorrow’s Financial Ecosystem

ntellect Design Arena is a global leader in enterprise-grade financial technology, delivering composable, intelligent solutions to institutions across 61 countries. With three decades of expertise, our suite spans Wholesale Banking, Consumer Banking, Central Banking, Wealth, Capital Markets, Treasury, Insurance, and Digital Commerce. Through First Principles Thinking and Design Thinking, we’ve broken down financial services into Events, Microservices, and APIs, enabling modular transformation with measurable outcomes. At the core are eMACH.ai, a composable open finance platform; Purple Fabric, an Open Business Impact AI platform; and iTurmeric, a platform for seamless integration and configuration. We pioneered Design Thinking through our 8012 FinTech Design Centre, the world’s first dedicated to these principles, supporting over 500 customers globally. What was the way your colleagues made a difference? At Intellect Design Arena, innovation begins with people who imagine differently. WealthForce.ai was envisioned as an ecosystem, not just a product. Our teams translated the aspirations of relationship managers and CIOs into tangible outcomes, turning complexity into clarity and data into decisions. Their passion ensured our vision of intelligent wealth – intuitive, transparent, and human-centered – became reality. How do you intend to remain on the front foot and continue to set a high standard? Leadership is about staying ahead of relevance. Intelligence, not scale, defines the next frontier. Platforms like WealthForce. ai and PurpleFabric embed AI responsibly, with speed, integrity, and explainability. We focus on ethical design, contextual intelligence, and composable architecture to ensure AI augments human judgment and sets a standard where innovation is accountable and meaningful.

In what ways were you able to deal with challenges and problems this time around? What lessons have you learned? Disruption – from regulatory changes to rising client expectations – demands resilience. We approach challenges through modular modernisation that respects legacy systems while enabling agility. Governance and explainability in every algorithm reinforce trust. The key lesson: intelligence must always be guided by integrity. Purpose-led innovation earns belief, not just results. Whom do you look to, either inside or outside your business, for ideas and inspiration? Inspiration comes from curiosity within our teams and from clients redefining the industry, fintech disruptors, and responsible AI thought leaders. Insight lives at intersections – between people and data, empathy and analytics, ambition and purpose – where the future of wealth becomes intelligent.

Banesh Prabhu CEO IntellectAI

What will winning this award do for your business and colleagues? Recognition is responsibility. It validates the care and craft of our colleagues and reassures clients that they partner with a purpose-driven team. For me, it motivates building an organisation where excellence is instinctive, not episodic. Where do you see the wider wealth management sector going in the next five years? The next phase is intelligent wealth, where advisory models are predictive, engagement is contextual, and trust is programmable. AI will empower relationship managers, compliance will be proactive, and portfolios continuously optimised. Transparency, ethics, and sustainability will become baseline expectations. The future belongs to those blending human wisdom with AI responsibly – a future Intellect Design Arena is actively building.

Winner • Transaction Processing Solution • On-boarding Solution • Risk Profiling Solution

J E R S E Y

•

L O N D O N

•

D U B A I

•

S I N G A P O R E

Jersey for Private Wealth

•

H O N G

K O N G

•

J O H A N N E S B U R G

•

N E W

Y O R K

For more than 60 years, Jersey has been a global leader in private wealth management. Our international finance centre offers comprehensive solutions, from trusts and estates to succession planning and innovative foundation structures, all underpinned by our modern and sophisticated legal framework. Leading the Way in the Gulf Region We have a first-class reputation for delivering bespoke family and private wealth management services across the Gulf region. Our expertise extends to include a full suite of cross-border, corporate and funds services, specifically tailored for high-net worth individuals (HNWIs) in the region. Stability, Certainty and Robust Solutions Jersey is renowned for its stability, certainty, high levels of governance and robust structures. This makes us the ideal jurisdiction to support businesses and families focussed on regulatory compliance and on achieving long-term objectives. Unlock Your Private Wealth and Cross-Border Ambitions Discover how Jersey can empower your financial future.

For further information please scan here.

More than

14,000 finance professionals

£1.14 tn

+460

of capital administered

Jersey Foundations

by the sector supporting

formed since their

£126 bn of global

creation in 2009

GDP via Global Value Chains

One of the largest branches of

STEP the Society of Trust and Estate

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

Decades of Partnership: Jersey Finance on Deepening Engagement with the Middle East Joe Moynihan Chief Executive Officer Jersey Finance

Winner • International Financial Centre (IFC)

How important is Jersey’s relationship with the Middle East? Jersey has built strong ties with the Middle East over decades, marked by frequent visits from both the industry and Government. Next year will mark 15 years since Jersey Finance opened its first UAE hub, strengthened by its 2018 DIFC presence – an IFC first. This commitment has delivered results, with many Jersey firms serving the region, contributing around US$60bn of GDP annually to the Middle East and Asia. How has Jersey continued to enhance its reputation in the region? What’s become clear over the years is just how vital cooperation is when it comes to earning trust and enhancing our reputation in the Middle East. It’s why our flagship conference in Dubai this year took on the theme ‘Forging Strategic Alliances’. It’s certainly been the case that collaboration has been central to our thinking as we’ve built strong and enduring relationships in Dubai, the UAE and the wider Gulf region. That’s backed up by several cooperation and information exchange agreements Jersey has signed up to with GCC countries as we’ve expanded our visibility and outreach across the region. In 2021, for example, we signed a Memorandum of Understanding with the DIFC aimed at creating new opportunities for our two jurisdictions, and this year Jersey signed a new DTA with Bahrain. It was another important addition to Jersey’s extensive treaty network with another valued partner in the Gulf.

What qualities do investors in the Middle East look for in an IFC? In our experience, MENA investors attach a great deal of importance to pragmatic regulation and stability – particularly against the backdrop of global geopolitical and economic volatility. And Jersey is in a good place in that respect, as a secure, high-quality jurisdiction. The fact that Jersey performed so well in the latest MONEYVAL evaluation is something that has really resonated with Middle Eastern investors. But expertise and innovation are also highly prized. We’ve found, for example, that our deep expertise in Islamic finance and our ability to support family offices with philanthropic structures, alternative investment strategies and, increasingly, digital assets is very well received. Where do you see Jersey’s proposition for Middle East clients evolving in the next five years? Jersey has been successful in diversifying its proposition over the years – spanning specialist wealth management solutions, to alternative investments and corporate activity. That diversification is reflected in our activity, which last year saw us roll out more than 30 events across the region, including a ramped-up series of events in Saudi Arabia and another sold-out conference in Dubai. We’re also proud of our Perspectives series in the Middle East, which is now in its eight year and shines a light on women in leadership. Looking forward, an ongoing focus on innovation is going to be key – particularly in areas such as sustainable finance, fintech and digital assets. Building strong partnerships with reputable IFCs, such as Jersey, that are open to collaboration and focused on innovation will be increasingly important in supporting the evolving needs of investors.

JUPITER WEALTH Knowledge

Security

Prosperity

Your Course, Our Compass.

Winner across categories

External Asset Manager - CEO Ravi Venkataraju - Jupiter Wealth Advisors Limited

Overall External Asset Manager Jupiter Wealth Advisors Limited

For more info

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

Jupiter: Shaping Wealth Management’s Future What was the way your colleagues made a difference? Our colleagues have been the defining factor behind Jupiter’s trajectory. Each of them brought years of experience from leading global banks, and with that, a diversity of perspective and discipline. This collective experience has shaped Jupiter’s DNA - one that blends entrepreneurial freedom with professional rigor. The difference lies in how our teams take ownership: advisors who think like partners, not employees, and a leadership group that empowers rather than controls. Every client relationship reflects that shared sense of accountability. How do you intend to remain on the front foot and continue to set a high standard? We intend to stay ahead by continuously enhancing our ecosystem & open architecture aligned to care client’s needs. The goal is to keep our platform Robust, efficient, and equipped to deliver meaningful value to our clients through trusted advice and innovative solutions. This means investing in people and technology to not only enhance client experience but to steer growth of their wealth - from providing access to industry leading products to consolidated wealth insights. We also remain deeply committed to education and internal dialogue: our team regularly reviews global best practices and market developments together. In a world that changes quickly, maintaining high standards requires adaptability anchored in strong principles, and that’s what defines Jupiter. In what ways were you able to deal with challenges and problems this time around? What lessons have you learned? Building a young firm always comes with challenges, from hiring best talent, building a strong platform, creating client friendly ecosystem to facing competition. What helped us overcome them was clarity of purpose and having a clear vision - Creating enduring legacies through thoughtful wealth management. The lesson has been that the culture of trust and entrepreneurial mindset needs to cherish throughout the journey i.e. believe in each other and provide runway for colleagues to perform. Having experienced senior profiles who have already navigated complex market cycles and regulatory transitions in their previous roles has been invaluable. Their perspective allowed Jupiter to grow confidently while avoiding common pitfalls of expansion. Whom to look for, either inside or outside your business, for ideas and inspiration? Inspiration at Jupiter starts within our team. Every day I learn from my colleagues – from the youngest advisors to the most seasoned professionals. We also look up to companies that pursue excellence while keeping people at the center of everything they do. At the end of the day, we come back to the basics – relationships and trust. Our clients and families embody both: they remind us why we do what we do and inspire us to keep improving every day. What will winning this award do for your business and colleagues? These awards are a source of pride and motivation for everyone at Jupiter. They validate the dedication, professionalism, and integrity that our team demonstrates daily. For our colleagues, it reinforces that their work has global recognition and impact. For clients, it confirms that they are part of a firm that strives to excel responsibly. Most importantly, it strengthens our collective belief that we are only at the beginning of our journey.

Ravi Venkataraju Chief Executive Officer Jupiter Wealth Advisors Limited

Winner • Overall External Asset Manager • External Asset Manager - CEO

RESTRICTIONS

UNDERSTAND THE BENEFITS OF DUAL CITIZENSHIP

GET VISA FREE TRAVEL FOR LIFE TA K E T H E F I R S T S T E P T O WA R D G L O B A L M O B I L I T Y, F I N A N C I A L S E C U R I T Y, A N D NEW OPPORTUNITIES WITH THE GUIDANCE OF KNIGHTSBRIDGE GROUP’S E X P E R T I M M I G R AT I O N A D V I S O R S . W H E T H E R Y O U ’ R E S E E K I N G A S E C O N D PA S S P O R T, R E S I D E N C Y - B Y - I N V E S T M E N T, O R A CO M P R E H E N S I V E C I T I Z E N S H I P S T R AT E G Y, O U R T E A M P R O V I D E S P E R S O N A L I Z E D, C O N F I D E N T I A L , A N D E N D -T O - E N D S U P P O R T TA I L O R E D T O Y O U R G O A L S .

START YOUR SECOND PASSPORT JOURNEY TODAY INFO@KBGROUP.AE | WWW.KBGROUP.AE

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

Knightsbridge Group Winning Edge: People, Performance and Purpose

nightsbridge Group’s achievements over the past year are a direct reflection of the dedication, expertise, and discipline demonstrated by every member of the firm. Our colleagues have made a meaningful difference by approaching each client engagement with precision, strategic insight, and a high level of professional integrity. Their ability to navigate complex regulatory environments, manage multi-jurisdictional projects, and deliver highly tailored solutions has been central to the firm’s impact. By bringing together legal, corporate, wealth, and migration expertise under one coordinated structure, the team ensures clients receive advice that is cohesive, forward-looking, and aligned with long-term objectives. Remaining on the front foot requires both innovation and foresight. Knightsbridge Group continues to invest in digital infrastructure, advanced workflow systems, and enhanced market intelligence to elevate the client experience and strengthen operational efficiency. Our expansion into new jurisdictions, coupled with the broadening of our residency and citizenship portfolio, reflects our commitment to staying ahead of global mobility trends. By reinforcing partnerships with governments, regulatory bodies, and international institutions, we ensure that our advisory remains credible, compliant, and at the forefront of industry development. The challenges encountered this year – ranging from evolving global regulations to increased due-diligence requirements and competitive market pressures – have strengthened the firm's adaptability. These experiences underscored the importance of proactive planning, rigorous compliance frameworks, and transparent communication with clients and institutional partners.

The key lesson has been the value of agility: responding quickly, recalibrating strategies where needed, and maintaining a strong operational foundation that enables stability in a shifting landscape. Ideas and inspiration come from a combination of internal collaboration and external engagement. Internally, Knightsbridge Group benefits from the diverse backgrounds and perspectives of its colleagues across Dubai, London, Milan and Istanbul. This diversity fuels innovation and enables the firm to approach global challenges with creativity and clarity. Externally, we draw insight from thought leaders in wealth management, global mobility, governance, and emerging markets. Collaboration with CIUs, industry regulators, international advisory bodies, and strategic partners ensures that the firm remains informed, connected, and aligned with global best practice.

Paul Heijsman Partner Knightsbridge Group

This award provides meaningful recognition for the work carried out across the entire organisation. It reinforces client trust, strengthens market credibility, and celebrates the dedication of our people. For colleagues, it serves as a powerful motivator and a reminder that excellence is both recognised and rewarded. For the business, it supports continued expansion, deepens client relationships, and enhances Knightsbridge Group’s positioning as a leading global advisory firm.

Winner • Global Citizenship/ Immigration Program Offering

Ready. Click. Trade. LYNQS: Your digital platform for structured products. Access the world of derivative investment solutions, discover the latest investment ideas and manage the entire lifecycle of your products in one place.

LEGAL DISCLAIMER This material serves only for information purposes and is not research; it constitutes neither a recommendation for the purchase or sale of any financial products nor an offer or an invitation for an offer. No representation or warranty, either express or implied is provided in relation to the accuracy, completeness or reliability of the information contained herein. Investment in financial products places your capital at risk. Before investing in financial products, investors are highly recommended to contact their financial advisor for advice specifically focused on the investor´s individual situation; the information contained in this document does not substitute such advice. This advertisement is distributed by Leonteq Securities AG, Europaallee 39, 8004 Zurich (authorised and subject to supervision by the Swiss Financial Market Supervisory Authority FINMA). ©Leonteq Securities AG 2025. All rights reserved.

leonteq.com/lynqs/

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

The Benefits of a Shari’a-compliant Structured Product Offering on its Digital Investment Platform LYNQS Victor Hayek CEO MENA Leonteq Securities for IBDAA in LYNQS

Winner • Shariah-Compliant Investment Product

What motivated Leonteq to launch a Shari’a-compliant offering on LYNQS, and how does your digital investment solution stand out in the MENA region? Following the opening of our Dubai office in 2021 and as part of our growth ambition in the broader GCC market, Leonteq expanded its offering in 2022 with the launch of its Shari’a programme “IBDAA” (meaning Innovation in Arabic). To further enhance the standardisation and integration of Shari’a-compliant investment products within the broader structured products universe, Leonteq has leveraged its award-winning platform, LYNQS, to strengthen the flexibility and scalability of Islamic Structured Products. LYNQS is now the first digital solution globally to provide Shari’a-compliant products across a broad range of payoffs, with competitive minimum subscription sizes and short time-to-market. Its selection as the 2025 WealthBriefing MENA winner in the category “Shariah-Compliant Investment Product” highlights our pioneering approach and reinforces Leonteq’s position as a leading technology and service platform provider for investment solutions. How has the investment landscape and demand for Shari’a-compliant structured products evolved in the MENA region? Although the offering continues to develop, investors in the MENA region still face a relatively limited range of Shari’a-compliant investment options. Historically, the focus has been on sukuks, equities, or simple structured products. Today, investor appetite is shifting toward broader diversification and more sophisticated solutions. Wealth managers and investors are showing strong interest in yield-enhancement structures with downside protection, which has driven increased activity in Autocallables, Reverse Convertibles, Range Accruals, Sukuk-linked Certificates, and selective Participation structures with controlled downside risk. Investors are also looking for greater exposure to international

blue-chip companies, major global indices, thematic or bespoke stock baskets, and commodities, complementing traditional allocations such as FX, rates, or sukuk-linked investments. Across the region, there is growing demand for alternatives and structured solutions that diversify investment views, align with risk-return objectives, and offer access to a wider set of payoffs and asset classes. With IBDAA and LYNQS, these investment opportunities are now available in a Shari’a-compliant format with low minimum investment thresholds. Why has your firm achieved success in Shari’a-compliant investment solutions, and how do you see the growth potential in the region? Technology plays a central role in addressing the challenges traditionally associated with Shari’a-compliant investment products. These products involve complex backend processes, such as multiple commodity trades and frequent certification updates, which increase operational complexity, costs, and minimum investment thresholds. Leonteq’s expertise in automation and technology integration has streamlined Shari’a compliance processes, enabling more flexible, scalable, and accessible investment products while significantly lowering minimum subscription sizes across many payoffs and asset classes. Structured products have already demonstrated their value versus direct investments in underlying assets by offering investors more efficient ways to express market views. Yet the Shari’a-compliant structured products market remains at an early stage, with substantial untapped growth potential. Unlocking this will require overcoming scalability and flexibility challenges through continued innovation, automation, and seamless technology integration, while upholding the highest standards of ethics, transparency, and regulatory compliance. These elements are essential to making Shari’a-compliant solutions as accessible and established as traditional products.

A stronghold of stability in a world of change

In a rapidly changing world, characterised by economic uncertainties and geopolitical shifts, you want to invest with a bank that prioritises security and robust risk management. Over its 100-year history, LGT has weathered many storms and repeatedly demonstrated its resilience. With our investment solutions you can look to the future with confidence. www.lgt.com

LGT (Middle East) Ltd. in the Dubai International Financial Centre (Registered No 1308) is regulated by the Dubai Financial Services Authority (DFSA). Related financial products or services are only available to Professional Clients, as defined by the DFSA.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

Client-centric Approach: LGT’s Commitment to Tailored Solutions and Lasting Partnerships Winner

• Private Bank Servicing Clients with Investable Assets Between US$50m - US$100m • Private Bank - Private Equity

Sebastian Goeres Senior Executive Officer LGT Middle East

What was the way your colleagues made a difference? At LGT, we have consistently distinguished ourselves through our dedication to tailored client service, deep expertise, and a long-term perspective. Owned by the Princely Family of Liechtenstein, who has successfully passed down wealth over 900 years across 26 generations, we are guided by the Princely Family’s tradition of stewardship and their core values of integrity and reliability. This heritage gives us the credibility to serve as clients’ trusted partners in their long-term wealth transfer and succession journeys. In the Middle East, our team brings together international expertise and a deep understanding of local cultures, allowing us to address the unique aspirations of Middle Eastern clients and entrepreneurial families. Whether developing multi-generational governance models, designing complex wealth structures, or advising on family succession, our holistic approach ensures that we deliver the best possible solutions for our clients. How do you intend to remain on the front foot and continue to set a high standard? To stay ahead in this competitive landscape, we embrace innovation without losing sight of our core values. We invest in digitalisation and advanced tools to help clients optimise their asset portfolios. We also continue to expand our clients’ access to private assets, sustainable investments, and impact investing opportunities. Ongoing learning is essential: we ensure that our wealth planners and investment advisors are well-equipped with the skills and knowledge needed to keep pace with changing regulations and evolving client needs. By fostering knowledge sharing across teams and proactively seeking new opportunities, we aim to consistently deliver bespoke, holistic advice – raising the bar for service quality, expertise, and lasting trust.

In what ways were you able to deal with challenges and problems this time around? What lessons have you learned? The world has faced considerable challenges, from geopolitical shifts to rapidly evolving investment landscapes. We navigated these complexities by adapting swiftly to change and maintaining proactive communication with our clients – ensuring that their concerns were addressed with the most appropriate advice and solutions. LGT’s strong capital base and disciplined cost management provided the stability needed to continue delivering for our clients throughout these times. One important lesson we have learned is that longterm resilience is built during stable periods when we work hard to strengthen our foundation. In times of uncertainty, staying agile and flexible is key to overcoming challenges and ensuring success. Where do you see the wider wealth management sector going in the next five years? Looking ahead, I see wealth management becoming even more personalised and holistic, with clients seeking guidance on everything, from technical structuring, family governance and philanthropy to alternative investments, sustainable and impact solutions. As values shift and awareness of social and environmental issues rises, I believe stewardship, sustainability, and legacy planning will become more important. At LGT, we combine the region’s distinct requirements with centuries of proven family governance and stewardship from the Princely Family of Liechtenstein. By integrating international expertise and deep local cultural understanding, we partner with Middle Eastern families to preserve, grow, and transfer their values and assets across generations.

stability. Today, the world is out of balance. What were once certainties are now liabilities. Globalisation has turned from opportunity to vulnerability. In a volatile era, we all crave stability. But when others slow down and dig in, we find balance through movement. At Lombard Odier we’ve spent two centuries readjusting, realigning and rethinking for our clients. For we know in times of chaos, stability is not static. It is constantly created. By rethinking. Everything. Discover the power of rethinking at LombardOdier.com

This information is being distributed by Bank Lombard Odier (Middle East) Ltd duly licensed and regulated by the Dubai Financial Services Authority (“DFSA”). Financial services or products offered by Bank Lombard Odier (Middle East) Ltd are only made available to Professional Clients or Market Counterparties, as defined by the DFSA, and are not intended for any other persons. Bank Lombard Odier (Middle East) Ltd is located on Level 13, Unit: 1301-1304, East Wing, The Gate Building, DIFC, United Arab Emirates. This information is being distributed by Bank Lombard Odier & Co Ltd, Abu Dhabi Global Market Branch, duly licensed and regulated by the Financial Services Regulatory Authority (“FSRA”). Financial services or products offered by Bank Lombard Odier & Co Ltd, Abu Dhabi Global Market Branch are only made available to Professional Clients or Market Counterparties, as defined by the FSRA, and are not intended for any other persons. Bank Lombard Odier & Co Ltd, Abu Dhabi Global Market Branch is located in Al Khatem Tower, Level 8, Abu Dhabi, United Arab Emirates.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

Redefining Regional Wealth Management: Trust, Teamwork and Long-Term Thinking Amer Malik Senior Executive Officer Lombard Odier Middle East Ltd DIFC

Winner • Private Bank Servicing the Expat Community • Private Bank - ShariahCompliant Specialism or Team

What does winning these awards mean for your business and your colleagues?

What do you see as the future for the wider wealth management sector over the next five years?

These awards reflect our organisation’s 230-year heritage, our 65-year commitment to the Middle East and our enduring dedication to delivering innovative, values-driven wealth management. They recognise our teams’ dedication and the trust our clients place in us. The Middle East is one of our fastest-growing areas, making this especially meaningful. They reflect our commitment and confidence in the region’s future as a leading global economic and wealth hub, where we expect to continue seeing double-digit growth of our assets.

We expect the sector to become increasingly standardised. Our strategy remains to provide agile, personalised, and investment-driven solutions to differentiate ourselves. In a multipolar world, resilience comes from diversification, alternative assets, and active portfolio management. Clients will place growing value on holistic advice balancing long-term vision with tactical agility, supported by technology.

These accolades also strengthen our position as a leading Swiss private bank and inspire us to keep raising the bar for personalised, values-driven wealth management. Above all, they reaffirm that our long-term vision and client-centric approach truly make a difference. How does your approach differentiate Lombard Odier in the region? We are guided by five core values, which include our ‘One Team’ spirit. We share knowledge, challenge ideas, and combine our diverse expertise to deliver the best outcomes for clients. This culture of openness and mutual respect allows us to move quickly, adapt with confidence, and maintain the highest standards. By working together, we turn individual strengths into collective excellence, ensuring that our clients benefit from the full breadth of Lombard Odier’s insights.

In the Middle East, wealth creation, high-net-worth migration, and generational transitions are accelerating demand for sophisticated investment and wealth management solutions that reflect global expertise and regional understanding. This includes engaging “Next Gens” – which we refer to as “Now Gens” – through content and best-practice sharing. How will you stay on the front foot and continue to set a high standard? As an 8th generation bank run by entrepreneurs for entrepreneurs, we can engage clients as “peers”, challenging them with our fresh perspectives and convictions. We strive to constantly rethink the world around us and identify opportunities for clients through our Rethink Everything® philosophy. In times of uncertainty, we find balance through movement – actively adapting to a changing world, to build resilience and longterm growth. While others move toward standardisation, we remain committed to genuine, long-term relationships built on trust and excellence. We foster an open, collaborative culture that encourages innovation, responsibility, and a deep understanding of our clients.

4TH YEAR

RUNNING

BEST FOUNDATION CREATION M/HQ

THE ULTIMATE WEALTH OPTIMIZATION PLATFORM Single- & Multi- Family Offices • Group- & Family- Holdings • Foundations • Inter-generational Planning M/HQ. An entrepreneurial ﬁrm for entrepreneurial clients.

www.m-hq.com

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

M/HQ – The Ultimate Wealth Optimisation Platform What was the way your colleagues made a difference? From structure optimisation to peer-topeer engagement programs, we work as a complete team player by our clients’ side, providing strategic advice and operational support while strengthening their wealth management and preservation strategies. Our holistic one-stop-shop offering is unique and unparalleled in the Middle East. M/HQ’s multi-services private wealth platform seamlessly integrates the expertise of a private client specialist team with the dynamic capabilities of a full-service fiduciary platform, and both a regulatory & compliance services practice and a tax practice, all market-leading, through one single platform. M/HQ works closely with successful individuals and international families, implementing intergenerational wealth transfer strategies and structuring their operational and high value assets and global wealth. With a portfolio comprising 885+ family holding verticals and proprietary structures under our administration since inception, our reputation as the quintessential private client firm has been solidified over a decade. How do you intend to remain on the front foot and continue to set a high standard? M/HQ has always stood out as a beacon of excellence, the acknowledged industry leader in UAE legacy planning tools. Renowned as a pioneer for UAE foundation creation and administration since foundations were first established in 2017, we dominate the market today with a portfolio of 330+ active UAE foundations under our administration – nearly 20% of ADGM/DIFC CSP-managed market share. Our commitment to working with regulators and industry peers to proactively drive change that will support

our clients’ needs will keep us at the forefront of the industry. We will continue to lead the charge by partnering with clients, seeking creative local solutions grounded in the fabric of the region’s nuances, and ensuring they have direct regulator access and input in the private wealth ecosystem development. Whom to look for, either inside or outside your business, for ideas and inspiration? Everything we do revolves around our clients and what we can do to help them protect and future-proof their interests. With the UAE’s regulatory framework evolving at an incredible pace in recent years, and family offices seek increasingly sophisticated solutions, it remains critical that M/HQ not only adapts but also proactively anticipates change. We pride ourselves on recognising potential issues, staying abreast of latest developments and best international practice in the private wealth and related sectors, educating the market through tailored initiatives, and collaborating with the UAE government and market players to create solutions that evolve locally. We have a few new initiatives in the works for 2026: Watch this space!

Yann Mrazek Founder and Managing Partner M/HQ

Where do you see the wider wealth management sector going in the next five years? The UAE is becoming one of the fastest-growing global wealth hubs, driven by record inflows and its position as the world’s most economically stable market. Dubai, now the top financial center to rise in prominence, is increasingly the jurisdiction of choice for private wealth. With family offices becoming more global and an estimated USD 1 trillion set to transfer to next-gen heirs in the Middle East, the region is quickly evolving from a follower to a global leader in wealth management and structuring.

Winner • Foundation Creation

WINNER: First Abu Dhabi Bank - Private Banking

WINNER: Finmark Capital Ltd

WINNER: Forsters

WINNER: GSB Capital Ltd.

WINNER: Gulf Tax Accounting Group

QUALIFIED & EXPERIENCED ASSET MANAGERS TRANSPARENT | RELIABLE | GROWTH ORIENTED BESPOKE SOLUTIONS MULTI BANKING

OPEN ARCHITECTURE AND UNBIASED ADVISORY

FLEXIBLE PORTFOLIO MANAGEMENT

We offer our clients access to global multi-bank investment platforms. Arranging custody in jurisdictions like Switzerland, Singapore & Mauritius.

Our solutions, which include a variety of products, are specifically designed to meet the wealth management and succession planning requirements of our clients.

Client’s may choose to appoint our specialist Discretionary Portfolio Management team, alternatively, they can actively manage their investments with the help of our qualified Asset Managers.

PLATFORM BESPOKE SOLUTIONS

FINANCIAL ADVISORY | ASSET MANAGEMENT | ARRANGING CUSTODY & CREDIT | ADVISING & ARRANGING INSURANCE

OUR IN-HOUSE EXPERIENCED RESEARCH DESK ACTIVELY PRESENTS THEMATIC AND TACTICAL IDEAS, BASED ON GLOBAL MARKET MOVEMENTS.

Suite 8, Level 5, Gate District 5, Dubai International Financial Centre, P.O. Box 507093, Dubai, UAE

+971 4 442 8846

www.mabledoncapital.com

Mabledon Capital Limited (“MCL”) is a DIFC registered Company Limited by Shares (Registration No. 2283) and Regulated by the Dubai Financial Services Authority (“DFSA”). MCL undertakes all reasonable measures to ensure the reliability of the information included in this Brochure. Mabledon Capital Limited accepts no liability for any loss arising from the use of this documents or its contents or otherwise arising in connection therewith. The information and opinions contained herein constitute neither an invitation nor an offer or recommendation to use a service, to buy/sell investment instruments, nor to perform any other transaction, but serve purely for marketing and information purposes. In addition, the information is not intended for distribution to or for use by individuals or legal entities that are citizens of a country or have their domicile or registered offices in a country where the distribution, publication, provision or use of this information would violate applicable laws or regulations, or in a country in which MCL would have to comply with registration or approval requirements. Persons who receive this document should make themselves aware of and adhere to any such restrictions. By accepting this document you agree to be bound by the foregoing limitations. It should also be noted that all investments carry a certain amount of risk and should not therefore be entered into without first professional advice. Distribution in UAE: This information has been distributed by Mabledon Capital Limited, Dubai, UAE. Related financial products or services are only available to Professional Clients as defined by the DFSA.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

Mabledon Capital Limited – DELIVERS MEASURABLE VALUE What was the way your colleagues made a difference? At Mabledon Capital Limited, our team is the foundation of our continued success. Their extensive industry expertise, cultural awareness, and unwavering professionalism empower us to deliver bespoke wealth management solutions that align with each client's unique needs. Every team member contributes distinct knowledge and perspectives, fostering a culture of collaboration and innovation. This diversity of thought strengthens our decision-making processes and equips us to navigate complex dynamics and evolving market conditions with clarity and precision.

Mohammad Athar CEO Mabledon Capital Limited

By placing a strong emphasis on understanding our clients and promoting continuous professional development, our team has cultivated a culture of excellence. Their commitment has firmly established Mabledon Capital Limited as a trusted advisor, dedicated to helping our clients preserve and grow their wealth. How do you intend to remain on the front foot and continue to set a high standard? Staying ahead in the dynamic wealth management landscape demands continuous innovation, adaptability, and strategic foresight. At Mabledon Capital Limited, we are actively expanding our presence in key global markets while broadening our range of financial services to meet the evolving needs of our clients.

Winner • External Asset Manager - AuM up to US$ 1 Billion

Our substantial investments in technology and data analytics are enhancing the efficiency of portfolio management, improving the quality and transparency of reporting, and deepening client engagement. At the same time, we remain firmly committed to preserving the personalised service that defines our client relationships. Through a strategic blend of geographic expansion, digital transformation, and

a client-focused approach, we aim to set new standards in service excellence – while maintaining full compliance with both global and local regulatory frameworks. What will winning this award do for your business and colleagues? Receiving this award would be a strong affirmation of our unwavering commitment to excellence and client-centric service. For our team, it would serve as a meaningful recognition of their dedication, deep expertise, and consistent focus on delivering outstanding outcomes for our clients. From a business perspective, such recognition would further elevate our industry reputation, reinforce client trust, and position Mabledon Capital Limited as a leader in delivering risk-managed, bespoke investment solutions. Beyond the accolade itself, this distinction would support our efforts to attract new clients and forge strategic partnerships, while motivating us to continue innovating and upholding the highest standards in wealth management. It would mark another important milestone in our journey – and a catalyst for continued growth. Whom to look for, either inside or outside your business, for ideas and inspiration? Our greatest source of inspiration lies within our own team. Their professionalism, creativity, and resilience drive us forward and embody the values that define Mabledon Capital Limited. We also look outward to respected industry leaders who are redefining global standards in wealth management. By blending internal innovation with external best practices, we remain adaptable, future-focused, and client-centered. This dual approach ensures we continue to evolve while staying true to our mission of delivering bespoke solutions that safeguard and grow our clients’ wealth.

Introducing Masttro Intelligence Masttro Intelligence is a secure AI layer embedded in the leading platform for UHNW wealth management.

Purpose built for SFOs, MFOs, UHNW-focused RIAs, and institutions, it delivers faster answers, deeper insight, and elevated client service- without new systems to learn. By automating document intake, normalizing alternative investments, and enabling conversational analysis across portfolios, your team spends time protecting and growing wealth, not wrangling data.

With Masttro Intelligence, now you can:

Deliver boutique service without the busywork

Defend decisions with precise, consolidated data (including alts)

Stop chasing documents, start serving clients Generate reports with simple prompts

Protect margins as you scale

Visit: www.masttro.com/ai to learn more

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

Celebrating Innovation: How Masttro’s Team and Tech Are Redefining Wealth Management

Winner • Innovative Fintech Solution

Jay McNamara CEO Masttro

What does winning this award do for your business and colleagues?

platform, instilling them with the same culture of cybersecurity we operate with.

Winning this award honors the intensity of focus that our team puts in every day and undoubtedly reinforces our reputation for innovation. While we are a global company, it’s great for our team here in the Middle East to get recognition for their efforts. It also shines a spotlight on our broader mission to be the leading technology solution for the wealth management industry.

Really, this award is for our team of over 160 whose daily commitment has made Masttro an industry leader.

While Masttro originates from and serves family offices, we now also work with larger wealth managers and global banking institutions to solve their complex data challenges, so the award helps recognise this evolution. What was the way your colleagues made a difference? We often talk about ‘the Masttro difference’ which refers to the unique combination of people and innovation that sets us apart. While we’re a tech company we’re run by a team of incredible people with deep expertise, who love to collaborate. From our engineers to our sales team, from new employees through to our two founders, everyone at Masttro shares the same relentless focus on innovation regardless of who or where they are. I see it first-hand daily at our headquarters in New York, and awards like this recognise the focus of our team. Ensuring a seamless onboarding process and training our family office and other clients here on the aggregation and reporting capabilities of the

How do you intend to remain on the front foot and continue to set a high standard? I’ve already mentioned our incredible team and their contribution, and of course, the other element is the technology itself. Our platform delivers better data that is beautifully showcased and enables family offices and advisors to offer a better service. While that sounds simple, there is a huge amount of complexity behind it: we process almost eight million daily transactions and have over 10,000 end clients using it. Wealth tech is highly competitive, so we have to always find new ways to stay ahead. On that, we just launched Masttro Intelligence which is a truly breakthrough technology. Rather than most AI applications that are incremental advances, this is a revolution in how users interact with and extract insights on the platform. It completely reinvents the user experience, allowing users to literally converse with their data. And the agentic AI capabilities are a gamechanger: this is intuitive automation that is proactive, contextual, and task oriented. It must be experienced to fully comprehend.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

Leading with Discipline, Resilience and Innovation in a Dynamic Financial Landscape How do you ensure Neovision Wealth Management remains on the front foot and continues to set a high standard in such a competitive environment? At Neovision Wealth Management, we have designed a platform that brings institutional infrastructure to independent managers and investors through our fundsas-a-service offering. This solution enables foreign fund managers and family offices to launch and manage their investment vehicles within a regulated framework in the UAE efficiently, transparently, and without the administrative burden that often slows international expansion. Our model provides an end-to-end service, from the initial fund idea to launching a fully serviced fund, allowing clients to focus entirely on strategy while we handle the operational and regulatory architecture. This convenience has positioned Neovision as a gateway into the region for global asset managers seeking scale and credibility. Remaining on the front foot, for us, is about maintaining intellectual independence while anticipating what our clients will need next. We invest in advanced data systems, robust governance, and a culture that values analytical precision and ethical clarity. Setting a high standard is not an aspiration; it is embedded in every aspect of how we operate and the trust we build with our partners. What were some of the biggest challenges you faced recently and what lessons have you learned from them? Recent years have tested every assumption about stability and growth. Global markets have shifted rapidly amid geopolitical friction and regulatory realignment. Our challenge was to adapt while keeping our clients’ interests uncompromised. The key lesson is that resilience is a pre-existing condition; it is built through discipline and foresight, not improvisation. We reinforced our risk management

framework, expanded stress-testing scenarios, and maintained direct, transparent communication with clients throughout market volatility. What we learned is that confidence comes not from predicting the future, but from being prepared for it. Where do you see the wealth management sector heading over the next five years? The next five years will be defined by greater integration between traditional finance and digital infrastructure. We are moving toward an era of tokenised investment structures and interoperable regulatory ecosystems, particularly in leading jurisdictions such as Abu Dhabi Global Market (ADGM). For investors, this means access to diversified and fractional opportunities, from private markets to real assets, once reserved for institutional participants. For firms, it means a renewed emphasis on agility, transparency, and data-driven decision-making. The most successful players will be those who blend innovation with credibility, ensuring that technology enhances rather than replaces human judgment.

Dr. Ryan Lemand Co-founder and CEO Neovision Wealth Management Limited

What inspires your approach to leadership and innovation? Inspiration, for me, stems from observation and curiosity. I am inspired by the process of problem-solving itself, the pursuit of clarity amid complexity and the discipline of building solutions that last. I also draw inspiration from the people around me: colleagues who challenge ideas constructively and clients whose ambitions push us to think differently. Leadership is not about direction alone; it is about creating the conditions where creativity and accountability coexist. Innovation is sustainable only when it serves a clear purpose, and that purpose, whether in technology, regulation, or client outcomes, must always be anchored in integrity and long-term value creation.

Winner • External Asset Manager - Newcomer • Overall Fund Manager - Regional and/or Global Reach

Trust Built For Altitude. The Infrastructure Behind Serious Wealth. Institutional custody. Multi-jurisdiction execution. Payment & liquidity management. Private wealth management without compromise. For HNWI, Family Offices, IAMs, and Fiduciaries who demand reach, security, and performance.

One Platform. Infinite Capability.

www.patronuswealth.com | +971 4 309 2111 | info@patronuswealth.com

The Patronus Group Patronus Wealth Privé (DIFC) Ltd – Regulated by the DFSA Patronus Wealth Privé (Mauritius) Ltd – Regulated by the FSC Banque Patronus Limitée – Licensed and regulated by the Bank of Mauritius Provides custody services and cash services to the Patronus Group.

Banking Simplified

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

Raising the Bar in Modern Wealth Management – Powered by Dubai’s Momentum

atronus Wealth is part of the broader Patronus Group, a multi-jurisdictional financial institution spanning Mauritius, Dubai (DIFC), and international custody and payments rails. Founded eight years ago as a boutique private-wealth advisory, the Group has since added the strength and capability of a fully fledged commercial and private bank – Banque Patronus Limitée – serving high-net-worth individuals, family offices, trustees and institutional partners. Today, the Group oversees over USD 2 billion in client assets, with Banque Patronus approaching USD 1 billion in assets under custody after launching its custody rails in June this year. We are now adding BNY as a new global sub-custodian, complementing our existing relationship with Euroclear. Our momentum has been recognised at the WealthBriefing Awards for three consecutive years, underscoring our consistency, expertise, and service excellence. Dubai’s rise as a global wealth hub reinforces why Patronus has placed the emirate at the centre of its strategic expansion. How the Patronus Team Made a Difference The true driver of our progress has been the calibre and commitment of the Patronus team. As Dubai emerged as one of the world’s fastest-growing wealth hubs, our people met the moment with speed, discipline and professionalism. Across Mauritius and Dubai, teams delivered mission-critical milestones: • Launching our custody rails in record time. • Fortifying governance and compliance frameworks.

• Executing complex cross-border structures with precision. • Preparing the Group for Dubai-driven expansion. This performance is why Patronus has earned WealthBriefing Awards three years in a row. Our team’s resilience and ownership-first mindset continues to set new internal benchmarks for excellence. Remaining on the Front Foot and Setting a Higher Standard Remaining ahead requires investment in three pillars: • Innovation & Technology • Governance & Compliance • People & Culture These pillars ensure Patronus remains positioned to absorb and serve the surge of new global wealth entering the UAE. Dealing with Challenges and What We Learned

Rom Atapattu Founder & Group CEO Patronus Wealth Privé (DIFC) Limited

Our accelerated growth reaffirmed the importance of resilience, transparent communication, and scalable systems. The core lesson: operational speed must always be matched with governance discipline. Where We See Wealth Management in the Next Five Years – Through Dubai’s Lens Dubai is rapidly becoming a global centre of wealth. Key trends include: • Continued inflows of globally mobile HNWIs. • Increasing demand for integrated digital private banking. • Growing appetite for institutionalgrade custody. • Expansion of family offices and trust structures. • The UAE emerging as a primary global wealth-management node.

Winner • Asia-based Private Bank (HQ in Asia) • Private Bank Servicing Clients with Investable Assets Between US$10m - US$50m • Private Bank - Innovative Product or Client Service • Private Bank - Most Innovative Wealth Management Model

Swiss Excellence. Regional Strength.

Celebrating Excellence at the WealthBriefing MENA Awards 2025

MENA WINNER 2025 Structured Product Provider of the Year

MENA WINNER 2025 Private Equity Offering of the Year

Engineering Opportunity. Creating Lasting Value. With Swiss precision and regional expertise, Picard Angst MEA delivers bespoke investment solutions that redefine excellence in wealth management. From award-winning structured products to transformative private equity strategies, we empower clients to access global markets with independence, transparency, and performance. Trusted for our innovation and integrity — now recognised as a double winner at the WealthBriefing MENA Awards 2025.

www.picardangst.ae

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

Blending Swiss Excellence with Regional Expertise in Wealth Management Picard Angst has a strong reputation in the financial world. Could you start by giving us an overview of the firm and its presence in the Middle East? Picard Angst is a leading Swiss-based independent investment house and financial services firm, recognised for its strength, stability, and exceptional performance. Founded in 2003, we have built a reputation for delivering sophisticated Wealth Management solutions, supported by our heritage in Structured Products and Institutional Asset Management. Our presence in the Dubai International Financial Centre (DIFC) began in 2014, and since then Picard Angst MEA has grown into one of the region’s leading Wealth Management firms. Licensed and regulated by the DFSA, we serve Ultra-HighNet-Worth (UHNW) and High-Net-Worth (HNW) clients, their family offices, and a distinguished network of regional and global intermediaries. You launched your Wealth Management Division just a few years ago. How has it evolved since then? Indeed, we launched our Wealth Management Division in 2020 through the strategic acquisition of a team of senior professionals. We are currently just shy of USD 1.5 billion in AuM and growing, a clear reflection of the continued trust of our clients, as well as our product and service delivery. Today, we’re proud to be among the leading Wealth Managers in the DIFC. Our focus is on serving UHNW and HNW individuals, their family offices, and sophisticated structures such as trusts, foundations, SPVs, and funds. Through our DIFC booking centre, we provide a complete private client experience; custody, securities trading and execution, investment advisory, and discretionary portfolio management, all delivered with Swiss precision and regional expertise.

What differentiates Picard Angst MEA’s offering in such a competitive market? Our clients work directly with senior professionals who bring Swiss financial discipline, clarity, and precision to every aspect of their portfolios. This independence allows us to provide an objective perspective, sophisticated allocation strategies, and tailored portfolio construction, all fully aligned with our clients’ long-term interests. Clients value our ability to combine disciplined Swiss expertise with deep regional insight and thoughtful execution. These qualities are what consistently set us apart and define the Picard Angst MEA experience. Beyond structured products, are there other areas driving growth? Absolutely. Our offering includes exclusive Privileged Market Access (PMA) this is an exclusive investment gateway designed for professional and institutional clients seeking differentiated, high-return private market opportunities. These are non-mainstream, high-conviction investments that are not available through conventional wealth platforms or general market channels.

Oliver Ansingh CEO Picard Angst MEA Ltd

The program provides access to 5–10 curated coinvestment deals per year, sourced through an established global network of Family Offices, Principal Investors, and Strategic Partners. Looking ahead, what is your vision for Picard Angst MEA and for the region’s wealth management industry? Dubai’s evolution into a global wealth hub is extraordinary, and we’re proud to contribute to that momentum. At Picard Angst MEA, our vision is to continue setting new standards in client experience, innovation, and performance. We are investing in people, technology, and infrastructure to ensure our clients enjoy not just exceptional results, but an elevated, future-ready wealth management experience anchored in innovation, integrity, and performance.

Winner • Structured Product Provider • Private Equity Offering

DUBAI - LONDON - MONACO

ESTABLISHED IN 2007, PLURIMI IS A GLOBAL WEALTH MANAGEMENT PLATFORM WITH OFFICES IN LONDON, DUBAI AND MONACO, MANAGING USD 11 BILLION AUM/AUA . WE DELIVER BESPOKE INVESTMENT SOLUTIONS, PRIVATE EQUITY DISTRIBUTION, AND HOLISTIC, CLIENT-CENTRIC SERVICES BACKED BY A STRONG ECOSYSTEM AND INNOVATIVE TECHNOLOGY.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

Plurimi Pursues Holistic Wealth Management and Innovation to Lead Industry Evolution Patrick Armstrong - Group CIO Taimur Satti - CEO Plurimi Dubai Plurimi

Winner • External Asset Manager - Innovative Product or Service

stablished in 2007, Plurimi is a global wealth management platform with offices in London, Dubai and Monaco, managing USD 11 billion AuM/AuA. We deliver bespoke investment solutions, private equity distribution, and holistic, client-centric services backed by a strong ecosystem and innovative technology.

Talent is the cornerstone of our business. We seek individuals who are driven, creative and curious, committed to continuous learning and improvement. As markets evolve, we look for talent ready to adapt, ensuring they are well-equipped to provide the best advice to our clients.

Where do you see the wider wealth management sector going in the next five years?

AI – whether artificial or augmented intelligence – is already here. All firms need to embrace and integrate these technologies into their workflows and client interactions to stay ahead.

There has been a lot of discussion about automation and AI transforming the wealth management industry. While technology and AI will undoubtedly play a crucial role in the industry’s evolution, financial markets remain driven as much by human psychology as by fundamentals. Understanding the behavioral drivers behind asset classes is central to effective investing and financial planning – something that only experienced human advice can provide. As the wealth management market continues to grow, it’s also evolving to demand more sophisticated, integrated solutions. We believe that in the future, clients will seek out firms and platforms capable of offering a truly holistic approach, managing all aspects of their wealth seamlessly under one roof. How do you intend to remain on the front foot and continue to set a high standard? We focus on three key pillars: 1. Talent Acquisition 2. Technology 3. Continuous evolution of our ecosystem

Since founding Plurimi 18 years ago, we have continuously enhanced our platform and our client offerings. This includes working with top-tier third-party partners across private banking, trading, asset financing, asset management, and alternatives. Improving our client offerings remains at the heart of what we do. What will winning this award do for your business and colleagues? As a firm, Plurimi has traditionally been reserved about media and marketing efforts, choosing instead to rely on bespoke, word-ofmouth approach. This deliberate strategy allowed us to focus much of our time and resources on building our internal ecosystem – spanning the entire financial spectrum, developing our proprietary technology, nurturing talent, and cultivating our award-winning investment management business. Receiving recognition from a reputable firm like WealthBriefing is a great source of pride and motivation for everyone at Plurimi. It underscores the quality of our work and the strength of the business we’ve built. Moreover, it demonstrates that our firm is truly first-class and now scalable for continued growth and future success.

SECURE HIGH-PERFORMING REAL ESTATE ASSETS FROM ICON IC CIT Y SCAP E S T O COASTAL SANCTUARIES, WE SOURCE P RE MIE R P ROP E RTIES ACROSS THE WORLD’S MOST DESIRABL E MARKE T S. EXPERIENCE BESPOKE SERVICE AND UNMATCH E D IN VE ST ME NT POTENTIAL.

LIVE GLOBALLY. INVEST WISELY.

INVEST IN LUXURY. INVEST WITH PRESTIGE PORTFOLIOS INFO@PRESTIGEPORTFOLIOS.COM

WWW.PRESTIGEPORTFOLIOS.COM

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

Prestige Portfolios Wins Real Estate Investment Proposition Award, Setting a New Benchmark in Luxury Property Advisory

eceiving the 'Real Estate Investment Proposition or Service' Award marks a significant milestone for Prestige Portfolios and reflects the dedication, expertise, and discipline embedded in the firm’s culture. This achievement underscores the impact of a team that approaches every client engagement with precision, insight, and a deep understanding of both local and global market dynamics. From identifying distinctive investment opportunities to structuring tailored strategies and facilitating cross-border transactions, the team ensures each client receives guidance that is seamless, strategic, and aligned with long-term financial and lifestyle objectives. Their professionalism and commitment to excellence continue to shape the firm’s reputation for delivering consistently strong, high-value outcomes.

Osman Bhurgri Partner Prestige Portfolios

Winner • Real Estate Investment Proposition or Service

Remaining at the forefront of the industry requires continuous evolution. Prestige Portfolios invests heavily in market intelligence, emerging technologies, and strategic global alliances to enhance its advisory strength and refine its investment capabilities. This forward-looking approach enables the firm to anticipate market shifts and identify opportunities before they gain widespread attention. By fostering an internal culture centered on curiosity, analytical depth, and knowledge-sharing, the team remains agile-equipped to set new standards in luxury real estate investment and deliver meaningful value in a rapidly changing environment. Operating in a complex global landscape inevitably presents challenges. Managing multi-jurisdictional transactions, aligning legal, tax, and compliance considerations, and navigating periods of market volatility all demand resilience and strategic clarity. These experiences have reinforced the importance of proactive planning, innovative problem-solving, and maintaining transparent communication with clients and

partners. Every challenge has strengthened the firm’s ability to provide precise, reliable, and forward-thinking advice regardless of external conditions. Prestige Portfolios draws inspiration from a blend of internal experience and global perspective. The team’s diverse backgrounds and collective industry knowledge encourage continuous innovation and fresh thinking. Externally, the firm remains closely connected to global market developments, collaborating with leading industry practitioners and international partners to ensure its strategies reflect the latest insights, best practices, and emerging opportunities across the real estate investment landscape. This recognition serves as a powerful endorsement of the firm’s commitment to excellence and the measurable impact of its approach on client portfolios. It reinforces credibility in the market, strengthens client trust, and energises the team to continue pushing boundaries. Awards of this nature also support a deeper culture of innovation and leadership within the organisation, motivating ongoing advancement across all service lines. Looking ahead, the wealth management and real estate investment sectors will continue to become more global, interconnected, and technology-driven. Investors will increasingly prioritise cross-border portfolio diversification, sustainability considerations, and highly tailored advisory services that combine advanced data insights with seasoned expertise. Prestige Portfolios is exceptionally wellpositioned for this next phase, offering clients strategic, high value solutions supported by international reach, operational precision, and a vision shaped by long-term opportunity.

...the way you run your business

5TH BEST COMPLIANCE / REGTECH SOLUTION YEAR

RUNNING

RE/THINK

BEST PRIVATE CLIENT ACCOUNTING RE/THINK

A leading multi-service business advisory and outsourced services firm in the Middle East. Regulatory & Compliance • Compliance Officer MLRO/Risk Officer • Finance Officer • Accounting • Tax Services • HR Services • Internal Audit Servicing ADGM & DIFC RFIs since 2014. www.rethink-hq.com

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

Re/think the Way You Do Business What was the way your colleagues made a difference? As the UAE continues to attract successful individuals and international families in record numbers, Re/think’s international expertise, holistic approach and operational support in providing compliance, finance and tax solutions are highly sought after.

Gregory Shippee Managing Partner Re/think Middle East

We have been helping clients successfully set up and thrive in the Middle East for over a decade, providing end-to-end solutions from regulatory setup to ongoing compliance. Our award-winning business advisory and outsourced services firm provides regulatory and compliance, accounting, tax, HR consultancy and recruitment services to un/regulated firms, family offices, proprietary investment vehicles and other operating businesses. Clients value our personalised local support, which saves time and money while they plan long-term. We rank among the Top 3 for authorisations and CO/MLRO outsourcing and are the UAE’s largest provider of Finance Officers to regulated companies. How do you intend to remain on the front foot and continue to set a high standard? Our strong market position in compliance and as one of the few CSP firms maintaining a dual ADGM/DIFC presence undoubtedly give us a competitive edge today.

Winner • Compliance/Regtech Solution • Private Client Accounting

Re/think is renowned for its longstanding experience, its close working relationships developed with regulators and industry partners, and its award-winning regulatory and compliance expertise. These factors will continue to play a part in our success, as will our commitment to maintaining the highest standards of regulatory compliance – not just for our clients, but also for our firm.

Whom to look for, either inside or outside your business, for ideas and inspiration? Clients are the drivers of all we do. Our goal is to carefully guide them so that they have the optimal operational infrastructure in place to achieve their strategic goals. This requires top-notch compliance and regulatory solutions, constant vigilance and proactive adaptation to changes. Accordingly, we keep a laser focus on local and international developments and maintain strong working relationships with the UAE regulators and industry peers to ensure we drive and participate in initiatives that contribute to the enhancement of the UAE’s financial ecosystem. We are proud of how we have contributed to the UAE economy accordingly and we believe that our ongoing commitment to constantly striving for excellence in the regulatory and compliance field will be noted for many years to come. Where do you see the wider wealth management sector going in the next five years? The UAE has become THE financial centre to watch, following the rapid evolution of its regulatory framework and business environment in the last decade. With Dubai currently ranked as the no.1 global financial centre to rise in profile over the next 12 months, and with Abu Dhabi known today as “The Capital of Capital,” we expect an increasing shift to the UAE as a jurisdiction of choice for private wealth. The UAE is set to surpass traditional offshore jurisdictions as a global wealth hub in assets and relevance. Accordingly, we see the Middle East not only emerging as a top destination for wealth management and structuring, but as a global leader in succession planning.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

Ruthberg: The Boutique Law Firm Built for Modern Global Wealth Winner • Next Generation (Next-Gen) Programme or Service • Family Office Trust Advisory

Ruthberg LLC

What makes Ruthberg different from other law firms advising private wealth? Ruthberg operates exclusively at the intersection of law, strategy, and global mobility. We don’t simply “set up structures” – we design long-term wealth architectures that hold up under regulatory scrutiny across the UAE, UK, Europe, and offshore centres. Clients work directly with senior advisors, not layered teams, ensuring speed, discretion, and solutions that actually work in practice. We work closely with leadings banks and financial advisors to deliver results. How does Ruthberg support UHNW families with cross-border planning? We specialise in multi-jurisdictional structuring – DIFC Foundations, offshore trusts, holding companies, and compliant tax-efficient flows between the UK, UAE, EU and beyond. Our value is in coordinating the entire picture: legal, banking, governance, substance, and succession – so families avoid fragmented advice and conflicting positions. Why do sophisticated investors and family offices rely on Ruthberg? At our core, we are a corporate law firm. Because we understand deal environments – SPAs, private equity transactions, securitisation vehicles, regulated digital-asset structures – and we pair that with deep private-wealth insight. Clients trust us to protect their downside while enabling growth, whether through acquisitions, fund participation, or global asset deployment. How does Ruthberg approach succession and governance? Succession is not a document – it’s a system. We build governance

frameworks that integrate DIFC Foundations, letters of wishes, board procedures, and asset-holding SPVs, giving families clarity while reducing conflict. Everything is designed to be simple to operate, bankable, and recognisable to international financial institutions. What is Ruthberg’s experience with regulatory environments in the UAE? We advise on VARA, CBUAE, DIFC, ADGM, and free-zone regimes daily. Our clients rely on us to navigate licensing, compliance, and structuring in sectors ranging from fintech to digital assets. Because we maintain active working relationships with regulators, we provide realistic pathways – not theoretical advice. How does Ruthberg deliver for clients with time-sensitive, high-stakes matters? We operate with a boutique model: senior involvement on every file, fast turnaround, and direct communication. Whether it’s restructuring assets ahead of a liquidity event, preparing for regulatory submissions, or closing a cross-border deal, we move quickly without compromising accuracy. Why should a global family choose Ruthberg as its long-term advisor? Because the firm was built specifically for the realities of global wealth today – international families, multi-asset portfolios, cross-border exposure, and fast-moving regulations. We act as strategic counsel, protecting generational wealth while enabling clients to operate confidently across multiple jurisdictions. Above all, we are a practice that is human to the core. We understand that you cannot remove emotions from deals and we make sure we build close relationships with our clients to help them navigate these environments.

Stephenson Harwood The only Band 1 Private Wealth law firm in the UAE

stephensonharwood.com

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

Trusted Advice, Global Reach: Stephenson Harwood in Focus

Winner • Legal Advice Provision

Stephenson Harwood Middle East LLP

Please describe how your colleagues made a difference? Our Middle East Private Wealth team is a market leader, recognised for its depth of expertise and regional presence. With seven dedicated specialists, we advise on sophisticated structures both locally and internationally. Collectively, we bring over 40 years of Middle East experience, combining genuine local insight with global capability. We take a holistic approach, collaborating with colleagues in real estate, corporate, and disputes to deliver comprehensive solutions for family offices and complex clients. Our pioneering work with DIFC and ADGM vehicles, alongside bespoke trust and foundation structures, has reinforced our reputation for innovation. The trust clients place in us is evident in referrals and repeat instructions, reflecting their confidence in the team’s judgment, discretion, and reliability. What are you going to do to remain competitive and stay ahead? We remain committed to innovation, knowledge investment, and shaping the region’s private wealth landscape. Our team participates in legislative consultations, professional education, and major conferences. We play a key role in initiatives such as the DIFC Wills and Probate Programme and the DIFC Wills Registry, and we partner with government and regulatory authorities to host educational events that promote the UAE as a global wealth hub. Our lawyers are frequently invited to speak at prominent industry gatherings, reinforcing our status as trusted advisers. Being the only firm ranked Band 1 for Private Wealth Law in the UAE by Chambers and Partners demonstrates our commitment to maintaining this leadership benchmark.

Where do you see the wealth management industry, and your part of it, going in the next five years? We expect the Middle East wealth management industry to grow rapidly, driven by regulatory changes, cross-border activity, and increasing client sophistication. We are expanding our regional footprint, including new offices in Saudi Arabia, to meet rising demand. Investing in talent is a priority, illustrated by the recent promotions of Jordan Ellis to Partner and Tasleem Sayani to Managing Associate. Our goal is to remain the adviser of choice for high-net-worth individuals, families, and institutions, delivering seamless, integrated solutions that support evolving client needs and long-term wealth preservation. What was the winning formula of your firm that explains why you won? Our success is built on deep local knowledge, technical excellence, and unwavering client focus. We are trusted advisers to leading families, entrepreneurs, and financial institutions. Being named ‘Tax Team of the Year’ at the ITP Law Middle East Awards highlights our expertise and leadership. As part of Stephenson Harwood’s global Private Wealth practice, we collaborate with colleagues in London, Hong Kong, Singapore, Shanghai, and Paris, giving clients access to world-class international expertise. This cross-border approach ensures clients receive specialist private wealth advice while benefiting from the full capabilities of a global, full-service law firm.

Multi Family Office Services Objective Investment Advice Access to Multiple Private Banks Customised Investment Portfolio Monitoring Privé Access to Private Equity, Venture Capital and Real Estate Opportunities Wealth Structuring and Succession Planning Consolidation of All Bank Portfolio Statements Collectibles & Art | Philanthropy | Social Impact Investing Flexible Fee Structure Aligned to Performance Experience of a Seasoned Team

www.tauruswealth.com

Taurus Wealth Advisors Limited (Regulated by the DFSA) Liberty House, Unit 501/502, 5th Floor DIFC, PO Box 507128 Dubai, UAE Tel: +971 4320 5727

Taurus Wealth Advisors Pte Limited (Registration No. 200804751H) 3 Pickering Street #01-70, China Square Central Singapore 048660 Tel: +65 6222 1651

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

A Culture Built on Independence, Integrity and Insight Winner • Multi-Family Office - Client Service

Taurus Wealth Advisors Limited

How did it matter and how did your colleagues stand out? At Taurus Wealth, culture is not an internal aspiration but a public commitment. It is clearly articulated in our mission and governance philosophy and made visible to clients, partners and the wider public. This transparency ensures we are held to the highest standards of independence, integrity and accountability in everything we do. Every colleague shares a deep commitment to transparency and client-centricity, enabling us to deliver unbiased, independent and structurally robust advice. Each client engagement is grounded in a detailed understanding of individual circumstances, aspirations and often complex cross-border considerations, ensuring advice is not only technically sound but aligned with long-term family objectives. What truly distinguishes our team is how seamlessly we operate across geographies and disciplines. With colleagues based in multiple jurisdictions, we combine cultural insight, regulatory expertise and investment capability in a way few firms can replicate. This global collaboration allows us to anticipate client needs, respond swiftly to change and address challenges with clarity and confidence. How will you stay on the front foot and keep setting a high example? The benchmark for integrity and client focus at Taurus Wealth is set by our founder and Group CEO and reinforced through a leadership culture that prioritises doing the right thing at all times. There is an uncompromising commitment across the firm to preserve our culture and protect the brand under all circumstances. We continue to invest in our people, processes and technology to ensure our client service evolves alongside regulatory developments, market dynamics and changing client expectations. By strengthening our advisory framework, deepening specialist capabilities, growing our team and upgrading our digital infrastructure, we aim to make reporting, communication and decision-making increasingly seamless for clients. Ongoing training, cross-office collaboration and cultural reinforcement encourage colleagues to innovate, develop and deliver

the highest professional standards. We firmly believe excellence is not a destination but an ongoing journey, and avoiding complacency is what drives us to continually raise the bar. How were you able to cope with stresses and issues, and what did you learn? The past year tested the resilience of wealth managers across the region. We navigated market volatility, shifting client priorities and regulatory change through disciplined, long-term thinking and transparent communication. Rather than reacting to uncertainty, we proactively explained risks, explored scenarios and recalibrated portfolios alongside clients. This period reinforced the importance of cross-functional coordination. Investment, advisory, operations and compliance teams worked seamlessly together to meet complex client needs at a consistently high standard. Above all, we were reminded that true resilience comes from preparation, shared accountability and a strong governance mindset – lessons that have further strengthened our service model. Whom do you look to for ideas and inspiration? Our greatest source of inspiration is our own people – their diverse backgrounds, global perspectives and unwavering commitment to clients. Externally, we draw insight from leading thinkers in wealth management, family office advisory, private markets and FinTech, as well as industry forums, regulatory updates and macroeconomic research. What will winning this award do for your business and colleagues? Winning the WealthBriefing MENA 2025 'Multi-Family Office Client Servicing' award is a powerful endorsement of our approach and a testament to our team. It reinforces trust with clients, enhances our market credibility and motivates colleagues by recognising the expertise, care and unity behind every client relationship.

THE FAMILY OFFICE DOCTOR

WHERE MONEY MEETS EMOTION We work with families in an unconflicted manner, focused on the emotive elements, such as family meetings, governance, philanthropy, mission statements and value statements. All along ensuring a focus on good mental health for all those involved. www.familyofficedr.com enquires@familyofficedr.com

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

101

The Family Office Quarterback: How Samy Dwek Guides Multigenerational Wealth and Harmony Samy Dwek CEO The Family Office Doctor

Winner • Wealth Management Team Offering Family Governance Advice

How an outside ‘quarterback’ can help your family office succeed. Family offices are unique entities blending business operations with deeply personal family dynamics. Managing portfolios, real estate, and staff while preserving wealth is only part of the equation. The core challenge lies in navigating the complex and sometimes fraught relationships within the family itself. Enter the “Family Office Doctor.” Samy Dwek, named 'Wealth management team, offering Family Governance Advice' for The Twelfth WealthBriefing MENA Awards for Excellence 2025, brings four decades of expertise to guide multi-generational families worldwide. Drawing from his experience as a JP Morgan managing director and now as a private consultant, Dwek specialises in addressing family office challenges, ensuring both familial harmony and financial prosperity. What should I look for in a family office counselor? “The counselor must prioritise the client,” Dwek emphasises. His tenure at JP Morgan honed his skills in managing family office needs, from investments to interpersonal dynamics. What sets an excellent advisor apart is genuine care – being personally invested in resolving financial and emotional challenges to help families heal and thrive. What sets a global counselor apart from others? Are they globally aware and culturally attuned? My parents were from the Middle East and Europe, where I grew up. Even today, my extended family’s holdings are wide, and family ties impact all aspects of our business and personal lives. We’re raising our family in

South Florida, known as the “gateway to the Americas” and increasingly the world. It’s complex and challenging and teeming with opportunity. That reality puts me in a unique place to understand each client’s unique needs. How do advisors help their client families? We help them with the issues they face. Look, many families have some degree of dysfunction. Mine did. It’s normal, but to each family, it’s new and must be faced and navigated. For over 25 years, I’ve helped families to not implode when faced with the weight of family issues. I’m not their attorney or accountant or broker. I become their counselor. Together we find ways to deal with their unique obstacles and move forward as a family. In time, I practically become a family member, that “uncle” helping educate their kids about the family’s goals and their own place in the family mission, that quarterback you call to answer tough questions with solid advice. How are you different from other counselors? You still need your attorneys, accountants and brokers. I’m different. I’m your chief-of-staff making sense of often confusing advice from others. But rest assured: everything we do together is under strict confidentiality, even under Kovel agreements with your lawyers to ensure “attorney/client”-level privilege. How do I learn more? It all starts with a phone call. After you’ve given some thought to what you and your family need, where you might be lacking, and how a counselor can help, your counselor should offer a few referral sources to ensure you’ve got the right person. Then, together, you can draw up a plan to help guide your future.

TRIDENTTRUST.COM

For more than 45 years, leading financial institutions, professional advisors, asset managers, family offices and international businesses have turned to us for the provision of independent corporate, trust and fund administration services. Contact us to discover how our global reach, experienced professional personnel, tailored services and on-the-ground presence can make a difference to you and your clients.

FOCUSED ON YO U R A M B I T I O N S

CONTACT | Dave Lange

Managing Director and Senior Executive Officer, Dubai dlange@tridenttrust.com UAE | +971 4 277 1191

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

103

Independence and Service Delivery at the Core of Trident Trust’s Success

stablished in 1978, Trident Trust has been active in the Middle East for nearly two decades, opening its first UAE office in 2006. As a leading provider of fiduciary, corporate, and fund administration services, we employ over 1,100 staff in more than 25 jurisdictions across Africa, the Americas, Asia, the Caribbean, Europe, and the Middle East. Privately owned and independent, we support high-net-worth families, family offices, leading financial institutions, professional advisors, and asset managers. Our clients rely on our worldwide presence, technical knowledge, tailored solutions and our commitment to reliability, responsiveness, attention to detail, and personal service.

Dave Lange Managing Director Trident Trust

How do you intend to remain on the front foot and continue to set a high standard? Remaining on the front foot requires a proactive mindset and a commitment to continuous improvement. We achieve this by listening closely to our clients and our partners; our services are continually shaped by client feedback and delivered with a focus on quality, consistency and responsiveness. We invest in technology that enhances operational efficiency and client experience, while continually strengthening our compliance framework to meet evolving regulatory standards.

Winner • Succession and Estate Planning

Just as importantly, we invest in our people. We believe that professional excellence stems from personal growth, so we support our staff through ongoing training, both technical and interpersonal. This includes career progression opportunities and wellbeing initiatives that foster a healthy, motivated workforce. By nurturing talent and encouraging collaboration, we create a culture of shared learning and innovation that keeps us ahead of the curve.

What will winning this award do for your business and colleagues? This recognition validates the hard work, dedication, and high standards our teams uphold every day. It affirms the value we place on long-term relationships, high standards and consistent performance. For our colleagues, it is a moment to celebrate the impact of their efforts and take pride in being part of a firm that values and recognises excellence. For our business, it is an endorsement that reinforces our reputation with clients and industry peers alike. While we celebrate this achievement, we remain grounded in our belief that success is built through consistency and continuous improvement. We will continue to evolve, adapt, and deliver the exceptional service that has defined Trident Trust globally for nearly five decades. Where do you see the wider wealth management sector going in the next five years? Over the next five years, the wealth management sector in the Middle East will increasingly rely on robust fiduciary, corporate, and fund administration services to support complex cross-border structures and succession planning. As families and institutions seek stability amid regulatory evolution, demand for governance frameworks and compliant entity management will rise. Fund administration will become more sophisticated, driven by investor transparency and digital reporting standards. Providers that combine technical expertise with regional insight will be best positioned to deliver secure, scalable solutions aligned with global best practices.

FAMILY MATTERS BUSINESS MATTERS LEGACY MATTERS For over fifteen years, TWS has been dedicated to protecting its clients’ assets, business interests, and family needs, both now and for the future.

We built TWS to protect what truly matters: your family, your future, your legacy. Nita Maru, Managing Partner Solicitor (England & Wales), TEP

TWS LEGAL CONSULTANTS

TWS CORPORATE SERVICES DIFC

TWS Legal Consultants &TWS Corporate Services DIFC are both British-owned, Family-run firms based in Dubai. Our two firms work seamlessly together to provide integrated legal and corporate services that protect what matters most: your family, your assets, and your future. Your legacy deserves a firm that protects it like family. Wills & Estate Inheritance

DIFC Foundation Setup

Succession & Corporate Structuring

Legacy Planning/Wealth Structuring

Family & Divorce Lawyers

DIFC Prescribed Company (PC)

Property Conveyancing

DIFC Registered Address

Property Sale, Transfer & Gifting

DIFC Corporate Services

UAE Company Formation

DIFC Company Formation

3307–3308, Oaks Liwa Heights, JLT, Cluster W, Dubai, UAE

Office 14, Level 13, Gate District, East Wing, DIFC, Dubai, UAE

+971 4 448 4284

+971 4 401 9282

www.twslegal.ae

info@twslegal.ae

www.twscorporate.ae

info@twscorporate.ae

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

105

Leading with Purpose: Empowering Families and Protecting Legacies in the UAE

ounded in 2009, TWS was built to offer more than legal services - a trusted, family-run firm providing security and peace of mind to expatriates, families, and entrepreneurs in the UAE. Specialising in Private Client matters, wills, estate planning, corporate structuring, and family law, we operate with heart, integrity, and foresight, earning client trust through genuine care for their future. How do you intend to remain on the front foot and continue to set a high standard? The legal landscape in the UAE evolves constantly, and staying ahead means evolving with it, but with intention. We invest in knowledge, innovation, and above all, our people. Through TWS Corporate Services DIFC, we have expanded into cross-border legacy planning, DIFC Foundations, and Corporate Structuring, offering clients holistic solutions that bridge personal and business wealth.

Nita Maru Managing Partner & Solicitor TWS Legal Consultants & TWS Corporate Services DIFC

Winner • Leading Individual

For me, leadership is about seeing around corners and anticipating change before it arrives. It is about creating systems that allow consistency and excellence to coexist with compassion. Whether it is integrating technology, strengthening governance, or taking time to educate clients, we move forward with purpose and determination. In what ways were you able to deal with challenges and what lessons have you learned?

having all the answers; it is about creating calm amid chaos. I have learned that empathy and resilience are not opposites; they are partners. The more human we are in our approach, the stronger our professional foundation becomes. What will winning this award do for your business and colleagues?

Winning the Leading Individual Award is deeply personal. It is not just recognition of my journey, but of every member of TWS who shows up each day with integrity and heart. This award celebrates the countless hours, the difficult conversations, and most of all, the belief that what we do truly matters. It is also a tribute to our clients, the families and entrepreneurs who have trusted us with their most personal stories. Their faith in us is the real award, and it inspires us to keep raising the bar with gratitude and humility. Where do you see the wealth management and private client sector heading in the next five years?

The journey has not been easy. Navigating regulatory shifts, cultural diversity, and rapid regional growth has tested my resilience many times. But each challenge has been a teacher.

The next chapter for this region lies in sustainable Legacy Planning, in helping families not just protect assets but preserve their values. The intersection of law, technology, and wealth management will continue to redefine how families plan for the future.

When new inheritance laws for non Muslims were introduced, there were misconceptions. Instead of retreating, we leaned in, educating families, reassuring clients, and helping them adapt. That experience reminded me that leadership is not about

At TWS, we see our role as more than legal advisors. We are guides through transition and protectors of what matters most. The future belongs to those who lead with empathy, clarity, and integrity, and that is the path we will continue to walk.

You value diverse perspectives. We want to extend our warmest thanks to our clients for their trust and support, vital in our pursuit of excellence and recognised by this award, ‘Best Pure Play Private Bank’.

Wealth & Asset Management | Treasury & Trading | www.ubp.com UBP is authorised and regulated in Switzerland by the Swiss Financial Market Supervisory Authority and is authorised in the United Kingdom by the Prudential Regulation Authority. UBP is subject to regulation by the Financial Conduct Authority and limited regulation by the Prudential Regulation Authority.

Subscribe to our newsletter on ubp.com

The drive you demand.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

107

UBP Strengthens Middle East Presence Amid Growing Regional Wealth Opportunities Winner • Pure Play Private Bank

Mohamed Abdellatif Co-Head of Middle East and Africa (MEA) Union Bancaire Privée, UBP SA

What sets UBP apart from its peers? At UBP, we are proud to be one of the world’s largest family-owned and owner-managed private banks, managing over CHF 150 billion in client assets. Our independence allows us to focus solely on our clients, offering agility, long-term perspective, and tailored solutions. As a pure-play private bank, we specialise in wealth and asset management, delivering performance-driven strategies across traditional and alternative investments, wealth structuring, and lending. With a presence in over 30 key markets, we combine global expertise with local insights to help clients grow and protect their wealth. Our strong balance sheet and prudent risk management ensure we create value for generations to come. Can you elaborate on UBP’s long-standing commitment to the Middle East? The Middle East has been a cornerstone of UBP strategy for over two decades. Since the establishment of our Dubai office in 2011, alongside our Middle East teams in Switzerland, we have successfully grown to manage over CHF 15 billion in assets for our esteemed Middle Eastern clients. These clients are supported by a dedicated global team of approximately 100 relationship managers, including 40 experts based locally in the region.

In 2025, we marked a significant milestone in our regional growth journey. We welcomed Arfat Qayyum as Senior Executive Officer of our Dubai office in August, where he is spearheading our efforts to expand relationships with ultra-high-net-worth individuals (UHNWIs), family offices, and institutional clients. Further solidifying our presence, we proudly inaugurated a new office in Riyadh, Saudi Arabia, in October 2025. This expansion is led by Mishal Alhawas, who has been appointed as CEO and Head of Advising for Saudi Arabia, reflecting our deep commitment to unlocking the immense potential of this dynamic region. What is your perspective on the way ahead for wealth management in the Middle East? The Middle East is evolving into a global hub for capital and wealth management, driven by initiatives like Saudi Arabia’s Vision 2030 and the UAE’s economic diversification. The region is seeing a shift toward sophisticated services, including digital platforms, customised advisory, and succession planning for multi-generational family businesses. Sovereign wealth funds and private investors are increasingly shaping global markets, making the Middle East a unique blend of stability, opportunity, and innovation. At UBP, we are committed to helping clients navigate this dynamic landscape, protect their legacies, and capitalise on the region’s growth opportunities. It’s an exciting time, and we are honoured to be part of this journey.

Global Corporate Solutions that help your business flow What if you could accelerate and streamline operations across accounting, HR, legal, entity management, both at home and when expanding internationally? With decades of experience, worldwide coverage, and a comprehensive range of solutions, supported by leading technology, we offer a seamless journey throughout the business lifecycle. Helping you achieve progress without friction across the business lifecycle.

9,000+

50+

experts across the globe

markets

200,000+

30%

entities managed

Fortune Global 500 supported

30+

years of experience in international delivery

global provider for all your corporate solutions

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

109

Vistra Wins at the WealthBriefing MENA Awards 2025 for Fourth Consecutive Year Winner • Trust and Fiduciary Company with Headquarters outside the MENA Region

Vistra

dialogue with clients. Our lesson learned is that agility is built into our structure. By embedding cross-functional teams and maintaining transparent client dialogue, we turned potential disruptions into opportunities to deepen trust and ensure consistent delivery.

How did your colleagues make a difference? Our colleagues are our competitive advantage. It is their deep expertise and unwavering commitment to collaboration that transforms complex challenges into seamless client successes. Each team member consistently anticipates our clients’ needs and delivers bespoke solutions, building the trusted partnerships that are the hallmark of our professional service.

What will winning this award do for your business and colleagues? A fourth consecutive win is powerful external validation of our team's hard work and dedication. It signals to the market that Vistra is the undisputed leader in MENA, strengthening our clients’ confidence and trust. This award is a shining example of our vibrant culture and demonstrates how our people consistently push for better for our clients, one of our core values at Vistra. We’re proud to be building something truly exceptional in the MENA region and pushing the industry standard.

n the Middle East, Vistra supports businesses through offices in DIFC and ADGM, offering a full range of corporate services including governance, risk and compliance, accountancy and corporate tax, company incorporation, corporate secretarial and HR solutions. Our expertise helps clients navigate complex regulatory landscapes in the UAE and wider MENA region, ensuring their operations remain compliant, efficient, and future-ready.

How do you intend to remain on the front foot and continue to set a high standard? We will stay ahead by relentlessly future-proofing our services. This means investing in digital transformation, enhancing client communication, and strengthening our compliance and governance frameworks. Equally, we continue to invest in our people through professional development, technology advancements, and knowledge-sharing, ensuring that our teams stay ahead of regulatory and market developments to deliver a proactive and high-value service to our clients. In what ways were you able to deal with challenges and problems this time around? What lessons have you learned? This year's landscape of rapid regulatory change in MENA demanded a proactive approach which we achieved through close collaboration across our teams and maintaining open, transparent

"We are incredibly proud to receive this award once again, which reflects the dedication and passion of our team across the region. Their deep understanding of client needs in MENA, combined with Vistra’s global expertise, allows us to deliver solutions that are both innovative and dependable. This recognition underscores our commitment to building long-term relationships founded on trust, quality, and consistency – qualities that continue to define Vistra’s presence in the MENA market." – Heba Al Emara, Managing Director, Vistra Middle East

REVOLUTIONISING CLIENT LIFECYCLE MANAGEMENT Wealth Dynamix enables every wealth management firm to be truly client-centric by digitising the entire client lifecycle, from acquisition and onboarding through to ongoing relationship management and servicing

80% improvement in process efficiency*

One solution that does it all Any type of client, anywhere in the world Digital-first, omnichannel delivery platform 360-degree prospect, client and group views Pre-defined & automated workflows Embedded compliance supports regulatory adherence Intelligent, actionable insights via role-based dashboards A single source of truth for your client data *Studies undertaken by Wealth Dynamix show firms can benefit from an 80% reduction in the man hours spent on complex processes, from onboarding and reviews, to complaints handling and amendments of client legal structures.

Registered Office: Wealth Dynamix Ltd, Broadwalk House, 5 Appold Street, London. EC2A 2DA. Company Reg. No. 07895806

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

111

People, Intelligence and Trust: Redefining Wealth Management’s Digital Future Winner • CRM Solution

Robert Roome Chief Strategy Officer Wealth Dynamix

What was the way your colleagues made a difference? At Wealth Dynamix, it always comes down to people. Our team is not made up solely of technologists; many of us have been private bankers, compliance specialists, or change management experts. That first-hand understanding of wealth management shapes everything we do. Our regional teams operate as one, combining global experience with a deep understanding of local needs. Whether aligning with DIFC and ADGM regulations or enabling same-day onboarding, our people make it happen. What truly sets the team apart is empathy and collaboration. They don’t just deliver technology; they help clients rethink how they engage with wealth. This approach has delivered tangible results, including a 50% reduction in administrative work, a 40% uplift in campaign ROI, and more productive relationship managers. How do you intend to remain on the front foot and continue to set a high standard? Standing still is no longer an option in wealth management. Client expectations continue to rise, with investors demanding seamless, personalised, and secure experiences. Innovation has always been part of Wealth Dynamix’s DNA. Now, as part of Indosuez Wealth Management, the wealth management subsidiary of the Crédit Agricole Group, we are accelerating further. While retaining our autonomy and agile culture, we are increasing investment in R&D, artificial intelligence, security, and scalability, supported by the scale and stability of Crédit Agricole. We are embedding intelligence across the client lifecycle, from identifying life-event triggers and automating onboarding validation to tailoring communications in real time. Our goal is to turn AI into meaningful intelligence that delivers measurable value.

We are also advancing secure cloud deployment, enabling firms to benefit from public cloud innovation without compromise. Technologies such as field-level tokenisation ensure robust data protection while meeting regional regulatory requirements. How were you able to deal with challenges, and what lessons have you learned? Every project brings new challenges. Across the MENA region, firms vary widely in size, structure, and digital maturity. Flexibility has been key. Our modular CLM platform allows clients to build their digital journey at their own pace, whether on-premise or in the cloud. We’ve also reinforced that digital transformation is as much about people as technology. Even the most advanced system will fail without adoption. Working closely with clients to demonstrate value early builds confidence and momentum. Transformation succeeds when it’s built on trust, collaboration, and clear outcomes. Where do you see the wider wealth management sector going in the next five years? We are entering an exciting era for wealth management. Clients increasingly expect immediacy, transparency, and personalisation, without compromising on experience. Hybrid wealth management, combining digital efficiency with human expertise, will become the norm, particularly in growth hubs such as the UAE. AI will enable hyper-personalisation at scale, while embedded compliance will be essential as regulation tightens. Firms that get this right will not only survive, but thrive. At Wealth Dynamix, we are proud to be helping shape that future. This award reflects where we are today and signals our ambition for what comes next.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

Building a New Wealth Culture: Irina Belysheva on Human-Centered Finance What sets Wilco apart from others in your industry? The human-centered approach sets Wilco Wealth Management apart - we measure our success not only by performance, but also by the confidence and clarity our clients feel. As the first company in Armenia to adopt the Market Responsiveness Index (MRI™), we benchmark our service against global centers like Zurich, London, and Dubai, ensuring clients receive world-class standards rooted in local expertise. Wilco Wealth Management is headquartered in Armenia serving international families, entrepreneurs, and global citizens. Founded in 2002 and rebranded in 2025, we operate in Armenia under the supervision of the Central Bank of Armenia. What core values guide your leadership and the company’s approach? Wilco is built on three core values – Trust, Creativity, and Vitality. Trust means transparency and integrity in every decision. Creativity reflects our ability to find smart, tailored solutions for complex needs. Vitality represents energy, optimism, and the belief that wealth management can be dynamic, not static. These values are the lens through which we design strategy, build relationships, and make decisions every day. How do you integrate innovation into the strategy and client experience? Innovation for us is about intelligent personalisation. We use data-driven tools to track satisfaction, anticipate needs, and refine our service models. But beyond technology, innovation means rethinking what clients expect from their wealth manager – making communication more transparent, decisions more collaborative, and outcomes more meaningful. We combine global best practices with local insight, adapting solutions to each family’s story and context. Where do you see the wider wealth management sector going in the next five years? The industry is shifting from transactions to relationships. Clients today want partnership, not just advice. Over the next five years, I see wealth management becoming more personal, technology-assisted, and emotionally intelligent. I also believe women will play a much greater role in shaping this evolution. The qualities once seen as “soft” – empathy, adaptability, emotional insight – are becoming essential. The future of finance will be more balanced, and that’s a change I’m proud to be part of. How do you intend to remain on the front foot and continue to set a high standard? Staying ahead is not about constant motion – it’s about conscious growth. I invest a lot of time in reflection and learning because I believe self-awareness is the real foundation of leadership. At the organisational level, we stay curious. We study how global firms combine structure with empathy and apply those lessons locally. For me personally, it’s also about staying grounded – walking into the office with energy and leaving space for creativity. That balance keeps standards naturally high. What advice would you give to leaders aiming to redefine their industries? Have the courage to challenge norms, but do it with empathy. True leadership is about vision combined with responsibility. When you build a business that serves people before profit, innovation and success follow naturally. My advice is simple: focus on legacy – not just results. That’s what endures.

Irina Belysheva - CEO Wilco Wealth Management

Winner • Leading Woman

113

Powering a New Era of WEALTH Our distinct focus on clients and groundbreaking wealth solutions set us apart. We adopt a comprehensive approach to wealth management, starting with a thorough grasp of our clients’ goals. Utilising the extensive knowledge of our team and the capabilities of technology, we craft an unparalleled wealth management journey for our clients.

If you are ready to simplify your wealth management, reach your full wealth potential, and live your dreams, then connect with us. contact.ae@wrise.com +971 4 267 5002 Office 501 A, Level 5, Gate District 2, P.O. Box 66274 DIFC, Dubai-UAE

www.wrise.com

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

115

WRISE: Shaping Asia’s Wealth Management Future

RISE is one of Asia’s fastest-growing wealth management firms, dedicated to empowering ultra-high-net-worth and high-net-worth individuals (UHNWIs and HNWIs) to achieve their financial ambitions. With a global footprint and one the region’s largest network of independent registered wealth advisors, WRISE strives to go beyond traditional wealth management by building a 360-degree wealth ecosystem that unites advisory, capital markets, and technology-driven solutions. Our deep local insights and expertise help us to deliver sustainable, future-ready solutions that preserve and grow prosperity across generations.

Derrick Tan Group Executive Chairman WRISE Group

Winner • Multi-Family Office - Investment Advice • Private Bank or Wealth Manager Servicing Dubai

The organisation’s success is driven by a diverse team of client advisors and investment specialists, each offering tailored solutions built upon a nuanced understanding of clients’ evolving needs. Collaboration is at the heart of the approach, working together enables achievement of strong performance benchmarks and the delivery of a service model that produces measurable results across both conventional assets and alternative investments. Innovation and inspiration often come from within, as colleagues draw on their multiple backgrounds, international experience, and forward-thinking perspectives to shape business strategy and client engagement. Talent development remains a priority, with initiatives such as the proprietary academy designed to attract, upskill, and retain advisory talent. Beyond the organisation, alliances with progressive asset managers, fintech pioneers, and visionary thought leaders fuel the co-creation of new solutions and allow anticipation of emerging trends. Recognition by WealthBriefing MENA not only validates our commitment to excellence but also energises the culture, driving continued high performance and enhancing the reputation of the firm as a trusted wealth partner. Industry acknowledgment stands as a catalyst for deeper strategic collaborations and affirms a client-centric leadership philosophy.

Looking to the future, the wealth management sector stands on the cusp of transformative change. Technology such as artificial intelligence, digital ecosystems, and data-driven insights will reshape the client experience, while sustainability, personalised advisory, and transparency will define the new standard. Sector consolidation, robust platform development, and a broader appeal to mass affluent investors are trends set to accelerate, propelled by client demand for accessible, responsive, and impactful financial solutions.

We are elevating above traditional standards, championing a holistic wealth ecosystem that unifies advisory excellence, access to capital markets, and state-of-the-art technology. By integrating deep local knowledge with global perspective, the WRISE team is poised to deliver future-ready solutions that secure and grow prosperity across generations. WRISE’s growth strategies for the coming years emphasise strengthening regional leadership, scaling digital capabilities, and expanding capital market solutions as a core growth engine. Digital priorities will focus on deepening personalisation, fortifying cybersecurity, and enhancing client engagement using intelligent automation and analytics. Artificial intelligence will become integral, reshaping client interactions and elevating the strategic value advisors provide a vision that blends advanced technology with authentic, lasting client relationships, setting the industry’s pace for years to come.

WINNER: Intellect Design Arena Ltd

WINNER: Jersey Finance

WINNER: Jupiter Wealth Advisors Limited

WINNER: Knightsbridge Group

WINNER: LGT Private Banking

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

117

The Twelfth WealthBriefing MENA Awards Winners 2025 SPECIALIST WEALTH MANAGEMENT CATEGORIES Global Citizenship/ Immigration Program Offering

Best Talent Management in Private Wealth Management

WINNER

Insurance Services

WINNER

International Financial Centre (IFC) WINNER

Marketing Campaign or Team

Corporate Services WINNER

Diversity Program

WINNER

Regionally-Based International Financial Centre

WINNER

Regional Partnership in MENA Region WINNER

PRIVATE CLIENT & CONSULTANCY CATEGORIES Legal Advice Provision

Private Client Accounting WINNER

WINNER

Estate Planning Service WINNER

Proud sponsors of these awards

An Enterprise-Grade Platform for KYC Screening Powered by Advanced AI and Enhanced by Gen AI

ONBOARDING

PERIODIC REFRESH

PERPETUAL ADVERSE MEDIA MONITORING

OVERNIGHT WATCHLIST SCREENING

INTERNAL BLACKLIST MANAGEMENT

NETWORK & ENTOURAGE SCREENING

GENAI AUTO SUMMARISATION

LEAD GENERATION

In private banking and wealth management, high client expectations and regulatory demands require a balance between service and compliance. smartKYC’s automated KYC screening solutions help streamline due diligence, reduce risk, and enhance client experiences. Powered by AI and enhanced with GenAI, smartKYC delivers a transformative approach to KYC screening - allowing organisations to access, analyse, and act on critical intelligence from both structured and unstructured data sources in real-time.

www.smartkyc.com

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

119

PRIVATE CLIENT & CONSULTANCY CATEGORIES - CONTINUED... Tax Team Servicing Private Clients

Family Office Advisory

WINNER

Family Office Governance Service Provision WINNER

WINNER

Wealth Planning Team WINNER

EXTERNAL ASSET MANAGEMENT CATEGORIES External Asset Manager - Newcomer WINNER

External Asset Manager - Wealth Planning WINNER

External Asset Manager - AuM from US$ 1 - US$ 5 Billion WINNER

External Asset Manager - Next-Gen Clients

External Asset Manager - Private Markets WINNER

External Asset Manager - Innovative Product or Service

WINNER

External Asset Manager - AuM up to US$ 1 Billion

WINNER

External Asset Manager - Investment Process WINNER

WINNER

Overall External Asset Manager WINNER

Powering the Top 1% Wealth Managers

Globally

Build, scale, and personalize digital wealth ecosystems powered by intelligence, beyond spreadsheets.

Core Infrastructure: Wealth. Reimagined & Rebuilt.

The Promise: From Data to Decisions.

Valuefy transforms how wealth is managed, with AI-driven insights and modular digital infrastructure that power over $350B in AUM across 10 countries. From private banks to family offices, we deliver the intelligence backbone for the next era of wealth management.

Who We Empower Banks & FIs: Reimagine digital wealth journeys with intelligent automation. Wealth Managers: Augment human expertise with machine precision. Family Offices: Simplify complexity with unified, AI-driven views of wealth.

Global Network Over 30+ EAMs and Family Offices | 50+ Custodian Integrations Presence in Dubai, Singapore, UK, India

Contact

SCAN TO SEE LIVE IN ACTION

biz@valuefy.com +971 585701108 k www.valuefy.com DIFC, Dubai

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

121

TECHNOLOGY CATEGORIES (NON-BANKING COMPANIES) CRM Solution

Front-Office Solution WINNER

On-boarding Solution

Transaction Processing Solution WINNER

Compliance/Regtech Solution WINNER

Innovative Wealth Management Client Solution WINNER

Risk Profiling Solution

Cryptocurrencies

Client Reporting Solution

WINNER

Client Communication Solution

WINNER

Innovative Use of Artificial Intelligence

WINNER

Risk Management Solution WINNER

Data Provider

WINNER

Innovative Fintech Solution WINNER

WINNER

Shariah-Compliant Investment Product WINNER

WINNER: Leonteq Securities for IBDAA in LYNQS

WINNER: Lombard Odier

WINNER: Mashreq Bank - Private Banking

WINNER: Mabledon Capital Limited

WINNER: M/HQ

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

123

TRUST COMPANY CATEGORIES Institutional Trust and Fiduciary Company

Family Office Service Provision WINNER

Trust and Fiduciary Company with Headquarters outside the MENA Region

Independent Trust and Fiduciary Company

WINNER

Family Office Trust Advisory WINNER

WINNER

Succession and Estate Planning WINNER

Foundation Creation WINNER

FAMILY OFFICE CLIENT SERVICE CATEGORIES Wealth Manager Servicing Family Offices WINNER

Wealth Management Team Offering Family Governance Advice

Next Generation (Next-Gen) Programme or Service WINNER

WINNER

WINNER: Nedbank Private Wealth

WINNER: Neovision Wealth Management Limited

WINNER: Ocorian

WINNER: Options Group

WINNER: Patronus Wealth Privé (DIFC) Limited

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

125

INVESTMENT MANAGEMENT CATEGORIES Multi-Family Office - Client Service

Multi-Family Office - Investment Advice WINNER

Real Estate Investment Proposition or Service

Multi-Family Office - Wealth Planning

Structured Product Provider WINNER

Alternatives Offering WINNER

WINNER

Overall Fund Manager - Regional and/or Global Reach WINNER

Overall Private Bank Investment Team WINNER

Private Market Offering

WINNER

Digital Assets Offering

Private Equity Offering

WINNER

Emerging Market Fund Manager WINNER

WINNER

INDIVIDUAL COUNTRY OR REGIONAL CATEGORIES Private Bank or Wealth Manager Servicing United Arab Emirates WINNER

Private Bank or Wealth Manager Servicing The Kingdom of Saudi Arabia WINNER

Private Bank or Wealth Manager Servicing Dubai WINNER

PUBLICATIONS

WealthBriefing is the leading subscription-based business intelligence service for the wealth management community, with the latest news, analysis and in-depth features from around the globe. WealthBriefing subscribers are part of an international community for whom staying abreast of the latest industry developments is a crucial part of their professional practice. Readers find our content on topics such as strategy, M&A, important people moves, investment management and asset allocation to be an essential resource in a fast-moving world.

The Asia-Pacific region’s meteoric rise as a major wealth management market has sparked huge demand for region-specific business information. WealthBriefingAsia was launched in 2009 to satisfy this growing information requirement, and it is the only wealth management news site focusing exclusively on the Asia-Pacific region. Providing indispensable news, features and industry views that are always relevant and concise, WealthBriefingAsia allows subscribers to conserve that most precious of all resources: time.

The North American wealth management market is one of the largest and most diverse in the world, and is markedly different from those in Europe and the Asia-Pacific region. Multi and single family offices in particular are a well-entrenched,integral part of the private wealth management landscape. Family Wealth Report provides need to know business intelligence in a convenient and easy-to-read format – straight to subscribers’ inboxes every day. Nowhere else will you find such high quality, in-depth and often exclusive content all in one place.

WEALTH MANAGEMENT AND PRIVATE CLIENT EVENTS AND AWARDS SERIES A unique thought-leadership platform, WealthBriefing’s events foster intellectual debate on the challenges and opportunities facing the industry and are designed to be an optimal use of wealth managers’ precious time and present an excellent networking opportunity. WealthBriefing has added to its offering for the global private banking and wealth management communities by running thirteen annual awards programmes for the family office, private banking, wealth management and private client communities. The awards programmes are focused around three main category groupings: experts (individuals and teams); products and services for wealth managers and clients, and institutions of all sizes and types

BESPOKE RESEARCH SERVICES WealthBriefing has unrivalled access to the most senior wealth management professionals across the globe, meaning that our research reports represent guides to future best practice as much as being barometers of current industry trends.

© 2025 ClearView Financial Media Ltd. 83 Victoria Street, London, SW1H 0HW, United Kingdom Tel: +44 (0) 207 148 0188 / info@clearviewpublishing.com / www.clearviewpublishing.com / VAT Reg No: 843 3686 09

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

127

PRIVATE BANKING CATEGORIES Private Bank Servicing Clients with Investable Assets Between US$10m - US$50m

Private Bank - Innovative Product or Client Service WINNER

WINNER

Asia-based Private Bank (HQ in Asia)

Private Bank Servicing Clients with Investable Assets Between US$50m - US$100m

WINNER

Private Bank Servicing Clients with Investable Assets Over US$100m

WINNER

Islamic Private Bank WINNER

Private Bank Servicing the Expat Community WINNER

WINNER

Private Bank - Credit Provider

Pure Play Private Bank

Private Bank Servicing NRI/NRP Clients

Private Bank - Private Equity

WINNER

Private Bank - ESG

Boutique Private Bank

Private Bank - Most Innovative Wealth Management Model

WINNER

Private Bank - ShariahCompliant Specialism or Team WINNER

WINNER: Picard Angst MEA Ltd

WINNER: Plurimi

WINNER: PREQIN a part of BlackRock

WINNER: Prestige Portfolios

WINNER: Re/Think Middle East

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

129

PRIVATE BANKING CATEGORIES (CONTINUED...) Private Bank - Discretionary Portfolio Management (DPM) WINNER

Private Bank - Wealth Planning Team WINNER

Innovative Client Service Model or Proposition

Private Bank - Investment Management Platform

WINNER

Overall International Private Bank (HQ Outside MENA Region) WINNER

WINNER

Overall Private Bank WINNER

WINNER: SFM Corporate Services

WINNER: Standard Chartered Bank

WINNER: Taurus Wealth Advisors Limited

WINNER: The Family Office Doctor

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

131

LEADERSHIP AND INDIVIDUAL CATEGORIES Rising Star under 40

WINNER

TIAGO MARQUES

Leading Woman

HEATHER TIBBO

WINNER

NITA MARU

WINNER

IRINA BELYSHEVA

Leading Chief Executive Officer (CEO)

Leading Individual

External Asset Manager - CEO

WINNER

RAVI VENKATARAJU

WINNER

Best Private Banking Leader

RANJIT KHANNA

WINNER

WINNER: Trident Trust

WINNER: Valuefy Solutions Limited

WINNER: WRISE Group

WINNER: Union Bancaire Privée, UBP SA

UPCOMING GLOBAL AWARDS SERIES 2026 20

MIAMI

AMERICAS

LONDON

SINGAPORE

JAN

FEB

MAR

MAY

Family Wealth Report Miami Awards incorporating Latin America & the Caribbean

WealthBriefing WealthTech Americas Awards

WealthBriefing European Awards

WealthBriefingAsia & Greater China Awards

GENEVA

ZURICH

NEW YORK

LONDON

FEB

MAR

APR

JUN

WealthBriefing Swiss Awards

WealthBriefing Swiss EAM Awards

Family Wealth Report Awards

WealthBriefing Wealth For Good Awards

LEARN MORE & JOIN THE AWARDS

www.wealthbriefing.com

///

www.wealthbriefingasia.com

///