WealthBriefing Swiss Awards 2015

Overview

2014 saw the launch of the WealthBriefing Swiss awards as WealthBriefing set to spread the word about the profession’s achievements to a wider audience. For 2015 the awards promise to attract over 250 senior banking and wealth management professionals.

The awards 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.

Independence, integrity and genuine insight will be the watchwords of the judging process. This involved specially convened expert panels drawn from both private banks and trusted advisors and support by relevant third-party .

Winning a WealthBriefing Swiss award sets firms apart from their competitors and is a tangible demonstration that they have something special to offer, rewarding achievement, showcasing top class performance and innovation.

We look forward to receiving your entries and seeing you at the 2015 awards ceremony.


TIMING

Entries open August 2014
Entries close 28 November 2014
Shortlist announced 7 January 2015
Award ceremony 26 March 2015

Key Dates

Judging Process

There will be two judging panels for the awards. A panel of trusted advisors who will be responsible for judging the private banking categories. A second panel of private bankers will judge the trusted advisor categories. This is to ensure that commercially sensitive information is kept confidential and to avoid conflicts of interest.

Trusted Advisor Panel

Nick Blaydes

Managing Director

EY

Nick Blaydes has 20 years’ investment banking experience and has worked exclusively on transactions in the financial services sector for more than a decade. Nick is head of EY’s financial services transactions team for Switzerland and leads the European M&A team for clients in the wealth management sector. He has an extensive track record in advising clients in the financial services industry on a variety of strategic development areas, including strategic options analysis, M&A, portfolio transactions, market entry strategies and co-operations, as well as on valuation and corporate finance issues.

Ludovic Bonnamour

Managing Director

TCA Asset Management

Ludovic Bonnamour is managing director and partner of TCA Asset Management, a Swiss-based advisory boutique specialising in wealth management, corporate finance, fund services and family office solutions. Ludovic has worked for 14 years in international companies such as Allianz and HSBC in several functions from risk management to advisory services, and alongside internal and external clients in retail banking, private banking and corporate banking activities.  Specialising in alternative investments as well as in quantitative fields, Ludovic has worked in the hedge funds industry, credit advisory, portfolio leverage analysis, Basel regulatory capital requirements and lending activities, while liaising with group offices before developing new services from TCA Asset Management since 2011.

Cecile Civiale Vuillier

Senior Wealth Planner / Trustee

Cecile has enjoyed a varied career working with small and large trust companies alike, earning a solid reputation for her work on international trust & foundation administration/corporate services.  Prior to moving to Geneva she worked in the UK and France before relocating to Switzerland to head up a trust company. Cecile is a member of several significant professional bodies including The International Tax Planning Association, and the Association of International Business Lawyers.  She is currently co-chairwoman of the STEP Swiss & Liechtenstein Federation and has qualifications in company law and practice, international trust management, trust administration and accounts, and trust creation.

Edouard Cuendet

Managing Director

Fondation Geneve Place Financiere

Edouard Cuendet joined the Geneva Financial Centre Foundation on January 1, 2014. Edouard began his career at Borel & Barbey where he was an associate in its litigation department. From 2000 to 2013, he worked at the Geneva Private Bankers Association and was appointed general secretary in January 2010. His role was to represent the organisation to various local political and economic organisations. He was also its principal spokesman. Since 2004 Edouard has been a member of the Geneva Parliament where he works in the financial commission and on the economy committee.

James Day

Managing Director

Peritus Investment Consultancy

James is the founder and managing director of Peritus Investment Consultancy which he established to provide impartial guidance to private clients, family offices and trustees. The company’s expertise encompasses investment profiling, strategic and tactical asset allocation, extensive manager research, manager selection and ongoing consolidated reporting and monitoring.  James draws on 25 years of industry experience gained at Ernst and Young Trust Company, ABN AMRO and Morgan Stanley Quilter.  He is a regular participant in family office investment committees and is Fellow of the CISI.

Daniel Kobler

Partner

Deloitte

Daniel Kobler is a partner and one of the leaders in Deloitte’s Switzerland banking practice where he is in charge of banking strategy and organisation services.

He has more than 16 years experience in serving universal banks, private banks, wealth managers and insurance companies. Daniel’s specialisation covers corporate, business and functional strategy development, organisation design and corporate performance and risk management

Justine Markovitz

Head of Swiss Operations

Withers

Justine Markovitz, is Withers’ head of Swiss operations and joined the firm in 1999 and moved to Geneva in 2005. She specialises in advising private clients and financial institutions on onshore UK and offshore tax, trusts and estate planning, with particular emphasis on planning for UK resident non-domiciliaries. She also advises on wills and trust drafting matters, voluntary disclosures under the UK’s voluntary disclosure programmes and fiduciary issues for trustees. Justine further specialises in advising families on succession and governance issues and works with those families to create structures and other legal solutions to implement their long term succession plans, both for their personal assets and their business interests.

Daniel Martineau

Executive Chairman

Summit Trust International

Daniel Martineau is executive chairman of Summit Trust International, the Geneva-headquartered offshore trust provider. Prior to starting Summit Trust (formerly Close Trustees) business in Geneva, Daniel held management positions with Coutts’ private banking units in Nassau, Jersey and Geneva. He is accredited as a member of the Financial Planning Institute of Canada and is a member of STEP.  Daniel is also a founder of the Swiss Association of Trust Companies.

Andrew McCallum

Partner

Rawlinson & Hunter

Andrew McCallum is a partner at Rawlinson & Hunter in Geneva.  He is a trustee for various UHNW and HNW families and also specialises in the accounting and auditing of trust and corporate structures. Andrew is a UK qualified chartered accountant and is a registered auditor in Switzerland, the UK and Ireland. He is Treasurer and a committee member of STEP Geneva, and sits on the STEP Worldwide professional standards committee. Andrew is also a long-standing member of the audit and risk committee of the International Federation of Red Cross and Red Crescent Societies.

Matthias Memminger

Global Relations Partner

PwC

Matthias Memminger is a partner at PricewaterhouseCoopers and has been working as a management consultant since 1995 (Mitchell Madison Group, Accenture and b&m management).

Matthias’ core competency is strategic consulting for European-based banks. He has extensive experience in the field of regulations, particularly with the implementation as well as the impact of business models. In addition to his partner role within PwC, Matthias is the global PwC co-lead for RRP. He is also is the global client relationship partner for UBS at PwC.

Marnin J Michaels

Partner

Baker & McKenzie Zurich

Marnin Michaels has been practicing for more than 15 years in the areas of tax and international private banking. He also handles insurance matters, particularly as it relates to tax investigations and wealth management.

Marnin has written extensively for many international publications and focuses his practice on international estate planning and taxation of trusts for families with connections in the US. He counsels clients on US withholding tax and qualified intermediary rule, as well as money laundering avoidance legislation.

Osmond Plummer

Managing Director

Wealthcoaching.ch

Osmond Plummer, is a Geneva-based wealth management expert active internationally as a trainer, coach and adviser of wealth management professionals, and a professor of finance at the EU Business School in Geneva and Montreux. Osmond worked in private banking in Guernsey, Hong Kong and Dubai prior to moving to Geneva in 1999. The Swiss correspondent for WealthBriefing and the founder of www.wealthcoaching.ch, Osy holds a BSc in Mathematics from Royal Holloway College (University of London) and an MBA from Warwick University Business School. He is a fellow of the Chartered Institute of Bankers and holder of its diploma in financial studies.

Ray Soudah

Chairman and Founding Partner

MilleniumAssociates

Ray Soudah is the founding partner and chairman of MilleniumAssociates, the independent international M&A and corporate finance advisory firm based in Switzerland and the UK. Founded in 2000, MilleniumAssociates specialises in M&A and advisory services for the global financial services industry with particular focus on the global wealth and asset management sectors. Ray has extensive multicultural and multilingual wealth management and private banking/investment banking expertise, having held senior positions with Citibank, SBC/UBS, Cedel Bank, the National Bank of Bahrain, Midland Montagu Investment Banking, and Midland Montagu Securities working in territories as diverse as the US, Asia, the Middle East and Europe in addition to Switzerland.

Matthew Spencer

Executive Director and Head of Business Development

Coutts

Matthew Spencer is an executive director and head of business development at Coutts. He leads the team responsible for managing relationships with professional services firms, investment consultants and family offices. In addition his team builds relationships across RBS and NatWest. Matthew joined from Credit Suisse in 2014 where he served as a member of the UK market area team based in Switzerland between 2010 and 2012.

Mark Summers

Partner

Charles Russell Speechlys

Mark Summers is a qualified English solicitor and heads Charles Russell Speechlys’ Swiss offices. Mark specialises in providing international estate planning, trusts and taxation advice. He has particular expertise in working with US, Latin American, Continental European and Russian clients, family-owned business structures and clients working in the hedge fund and private equity sectors. Chambers Global ranks Mark as a leading individual for international private client work: he is described as the “architect of innovative solutions” and is praised for his “outgoing and charming client service.” Legal 500 describes Mark as a “go-to on complex jurisdictional matters”.

Dr Marcel Tschanz

Partner, PricewaterhouseCoopers Advisory Services

PwC

Dr. Marcel Tschanz has over 20 years of professional experience that embraces a record of leading large multi-cultural teams in international environments and of managing complex long-term projects. Over this period he has worked in several financial serviced firms with P&L responsibilities in global wealth management organisations. In his last assignment Marcel headed VP Bank (Switzerland) AG as its CEO. Marcel has developed and implemented new service and business models and led the implementation of sustainable cultural change programmes.  His current role as partner at PwC means he is responsible for WM strategy consulting and services for several large global private banks.

Bruce Weatherill

Chief Executive

Weatherill Consulting

Bruce is a chartered accountant with over 37 years financial services experience, previously a partner in PwC, latterly as Global leader of their Wealth Management practice and the key driver of their bi-annual Wealth Management Report. Bruce is now CEO of Weatherill Consulting providing advice on client centricity and wider strategic matters to wealth managers. He is the author of The Value of Trust: the quest by Wealth Managers for Trusted Advisor status and a number of other thought leadership reports. Bruce is chairman of ClearView Financial Media and a non-executive of a number of companies including Fidelity Holdings UK, The Wisdom Council, ComPeer and JDX Consulting.

David Wilson

Partner

Schellenberg Wittmer

David Wallace Wilson is a partner in Schellenberg Wittmer’s private client & estates practice in Switzerland. He advises individuals domestically and internationally on all aspects of wealth structures and tax planning for their personal and business assets. He is specialised in matrimonial and inheritance issues including succession vehicles. David also administers cross-border estates and acts in family disputes including mediation. His additional areas of expertise include anti-money laundering (AML) and art law.

David currently acts as chairman of STEP Geneva and is the founder of the leading website on trusts in Switzerland (www.trusts.ch).

 

Private Bankers Panel

Dr Ariel Sergio Goekmen, LL.M.

Member of the Executive Board

Schroder & Co Bank

Ariel is a member of the executive board of Schroder & Co Bank in Switzerland and is responsible for its private banking operations in Zurich which service clients in Switzerland, Germany, United Kingdom, and the Nordic region of Sweden and Eastern Europe/Russia.  Ariel supports UHNWI entrepreneurs and families in all financial advisory aspects and beyond, e.g. succession planning, philanthropy and relocation, together with other internal and external experts.  Over more than 30 years in the banking sector, Ariel has held various managerial positions and is a regular speaker at conferences and the author of many articles and books on the subject. He is a member of STEP, ITPA, IISS and IFA.‎

Xavier Isaac

Chief Executive Officer

Accuro

Xavier Isaac is CEO of Accuro, supported by a multi-jurisdictional management team, and as such he is a principal driver of the group’s vision and strategy. 
Xavier has over 20 years of experience in various management positions at ABN AMRO Bank and Trust in Luxembourg, Geneva and in Jersey prior to joining Investec Trust in 2005 as the managing director of its Geneva office. He was also appointed CEO of the Investec Trust Group in 2009.
 Xavier also served as the inaugural vice-president of the Swiss Association of Trust Companies (SATC). He is also a member of the Society of Trust and Estate Practitioners (STEP) and since February 2016 has been the treasurer of the Swiss Philanthrophy Foundation.

Edward Lavelle

Director

HSBC Guyerzeller Trust Company

Edward Lavelle is an experienced trust practitioner having been in the industry for 20 years during which time he has held senior roles in trust companies both in London and Geneva.

Edward is currently a director of the Geneva branch of HSBC Trust Company which he joined in 2002. He is also a committee member of the Geneva branch of the Society of Trust and Estate Practitioners, and is its thesis route liaison officer.

Matthew Spencer

Executive Director and Head of Business Development

Coutts

Matthew Spencer is an executive director and head of business development at Coutts. He leads the team responsible for managing relationships with professional services firms, investment consultants and family offices. In addition his team builds relationships across RBS and NatWest. Matthew joined from Credit Suisse in 2014 where he served as a member of the UK market area team based in Switzerland between 2010 and 2012.

Alexandre Von Heeren

Managing Partner and Co-Owner

Mandaris

Alexandre von Heeren is the managing partner and co-owner of Basle/Zurich/Zug and Malta-based trust company Mandaris, where he is also executive chairman. In addition to his board and management responsibilities, Alexandre heads the firm’s private client as well as financing and fund solutions services offering.

Alexandre is a member of the Society of Trust & Estate Practitioners, the International Bar Association and the International Fiscal Association. He is also chairman of the Swiss Association of Trust Companies, of which Mandaris is a founding member.

Tobias Wagner

 CEO Zurich Branch, Member of the Executive Committee Switzerland PRIV

Societe Generale Private Banking

Tobias started his career with an international business incubator before joining the global management consulting firm Oliver Wyman in 2001 as associate and project manager for Financial Services Strategy Consulting. In 2006, he joined Credit Suisse as head of private banking strategy development, transferring to the front office as relationship manager (U)HNWI for the Germany offshore market.  Between 2009 and 2012, Tobias headed up business areas northern Europe and north & west LATAM for Clariden Leu, a private banking subsidiary of Credit Suisse group.  In 2012, he was appointed Credit Suisse head of market group for UK/International Offshore covering UK/Ireland, Nordics and Netherlands.  In 2015 he assumed responsibility for all European business in Singapore. In these senior positions he was responsible for defining country strategies and for managing the sales force in France, Germany, Italy, UK/Ireland, Nordics, Benelux, Spain and Portugal.
Tobias Wagner holds a Masters Degree in International Business Studies from the University of Maastricht and Management education from Massachusetts Institute of Technology (MIT) in Boston.

 

Michael Witschi

Member of Senior Management

Notenstein Private Bank

Michael Witschi is a member of senior management at Notenstein Private Bank with responsibility for developing its wealth management business in the French part of Switzerland and providing tailor-made services to high net worth individuals. He brings over 20 years’ experience in the banking industry to the role.

Michael joined Notenstein from UBS Wealth Management where he had been a director for over 8 years.

PRIVATE BANK CATEGORIES

DOMESTIC PRIVATE BANK
Awarded to: Swiss-based private bank. Focus can be either HNW or UHNW.

FOREIGN PRIVATE BANK
Awarded to: Private banking operation in Switzerland which is part of a group headquartered outside Switzerland.

CANTONAL BANK – WEALTH MANAGEMENT OFFERING
Awarded to: Wealth management offering made by Swiss Cantonal banks.

HNW SWISS DOMESTIC CLIENTS TEAM
Awarded to: Teams which look after clients with under CHF30 million with the bank.

UHNW TEAM (SWISS CLIENTS)
Awarded to: Teams which look after clients with over CHF30 million with the bank.

UHNW TEAM (INTERNATIONAL CLIENTS)
Awarded to: Teams which look after clients with over CHF30 million with the bank.

WEALTH PLANNING TEAM
Awarded to: Teams which are dedicated to clients’ tax, trust and wealth structuring issues.

FAMILY OFFICE OFFERING
Awarded to: Teams within private banks and other wealth managers that deliver tailored solutions to family offices.

ASIAN CLIENTS OFFERING
Awarded to: Teams within private banks and other wealth managers that service the needs of clients from Asia.

CENTRAL & EASTERN EUROPEAN CLIENTS OFFERING
Awarded to: Teams within private banks and other wealth managers that service the needs of clients from Central and Eastern Europe.

FRENCH CLIENTS OFFERING
Awarded to: Teams within private banks and other wealth managers that service the needs of clients from France.

GERMAN CLIENTS OFFERING
Awarded to: Teams within private banks and other wealth managers that service the needs of clients from Germany

ITALIAN CLIENTS OFFERING
Awarded to: Teams within private banks and other wealth managers that service the needs of clients from Italy.

LATIN AMERICAN CLIENTS OFFERING
Awarded to: Teams within private banks and other wealth managers that service the needs of clients from Latin America.

MIDDLE EASTERN CLIENTS OFFERING
Awarded to: Teams within private banks and other wealth managers that service the needs of clients from the Middle East.

NORDIC CLIENTS OFFERING
Awarded to: Teams within private banks and other wealth managers that service the needs of clients from Nordic countries.

SPANISH CLIENTS OFFERING
Awarded to: Teams within private banks and other wealth managers that service the needs of clients from Spain.

UNITED KINGDOM CLIENTS OFFERING
Awarded to: Teams within private banks and other wealth managers that service the needs of clients from the United Kingdom.

CLIENT INITIATIVE
Awarded to: A new product or service from a private bank or wealth management organisation that significantly enhances the client experience.

BEST PERFORMANCE
Criteria to be confirmed.

BEST END-TO-END CLIENT EXPERIENCE PROCESS
Criteria to be confirmed.


INVESTMENT MANAGEMENT CATEGORIES

EXTERNAL ASSET MANAGER
Awarded to: Independent wealth managers that are not owned by a banking group.

EXTERNAL ASSET MANAGER PLATFORM
Awarded to: IT, investment management, risk management, settlement, accounting, compliance or custody services for external asset managers.

FUND MANAGER
Awarded to: Providers of collective investments for the high net worth community.

ALTERNATIVE FUND MANAGER
Awarded to: Providers of alternative investments for the high net worth community.

FX SOLUTION PROVIDER
Awarded to: Local provider of foreign exchange services to wealth management or clients.


MARKETING/PR CATEGORIES

ONLINE CAMPAIGN
Awarded to: Wealth managers or other private client practitioners who have used online channels to promote their services to private clients or to raise their profile either within the industry or to clients.

PRINT CAMPAIGN
Awarded to: Wealth managers or other private client practitioners who have used print media to promote their services to private clients or to raise their profile either within the industry or to clients.

BRAND LAUNCH/RELAUNCH
Awarded to: Most effective and innovative brand launch or relaunch in the private client world, either a whole business unit or a product/service within an existing business.

BEST PR PROGRAMME
Awarded to: An in-house PR team or agency operating in the Swiss wealth management sector for the impact of their work (campaign or project). Judges will be sensitive to all quantitative information presented to help them assess the merits of the submission.


PRIVATE CLIENT CATEGORIES

LEGAL TEAM
Awarded to: Law firm team or barrister dedicated to private client issues.

TAX / ACCOUNTANCY TEAM
Awarded to: Team in accountancy firm/consultancy specialising in reporting, transacting or wealth structuring for private clients.

INSTITUTIONAL TRUST OR FIDUCIARY COMPANY
Awarded to: Entries only eligible from trust companies that are part of a non-trust parent.

INDEPENDENT TRUST OR FIDUCIARY COMPANY
Awarded to: Entries are only eligible from trust companies independent of larger non-trust businesses, for instance not part of a bank, law firm or accountancy firm.

CHARITY / PHILANTHROPY
Awarded to: A trust company or family office.

BOUTIQUE FIRM
Awarded to: A law firm, trust company or family office.


Wealth Management Technology Categories
(open to technology vendors only)

FRONT OFFICE SOLUTION
Awarded to: CRM, client reporting, client risk profiling, portfolio management.

TRANSACTION PROCESSING SOLUTION
Awarded to: Straight through processing, core banking.

PORTFOLIO MANAGEMENT
Awarded to: Technology solution providers specialising in tools for managing clients’ investment portfolios.

CLIENT COMMUNICATIONS AND REPORTING
Awarded to: Technology solution providers specialising in tools for wealth managers to communicate with clients.

DATA PROVIDER
Awarded to: Business providing financial data to private banks and other wealth managers.

OUTSOURCING SOLUTION
Awarded to: Third-party providing business processes or systems to wealth management businesses.


Wealth Management Technology Categories
(open to any organisation)

CHANGE MANAGEMENT PROCESS
Awarded to: Banks, wealth managers or system integrators who have successfully implemented multi-functional change programmes to significantly improve client experience and performance.

BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION
Awarded to: Awarded to either a technology vendor or its client.

RISK PROFILING SOLUTION
Awarded to: A technology solution to help wealth managers assess and document the risk appetite of clients.

RISK MANAGEMENT
Awarded to: Technology solution providers specialising in tools for wealth managers to manage risk.

CRM SYSTEM
Awarded to: Client relationship management systems for wealth managers.

ON-BOARDING
Awarded to: Technology solutions to help wealth managers bring new clients into their organisation.

INNOVATIVE CLIENT SOLUTION
Awarded to: This award seeks to recognise institutions which have developed innovative products and services for their clients as part of a solutions-focused service model. Entries could focus on a new value-added service designed to help clients with their wider lifestyle goals; a product designed to deliver on the financial objectives of a distinct sub-segment of clients; an educational offering aimed at helping clients become more confident investors; or a cross-divisional referral programme to help business owners with their corporate financial or operational needs. The judges will be looking for a new offering which has been developed to meet a specific client need and which represents a real addition to the institution’s value proposition.


OTHER WEALTH MANAGEMENT CATEGORIES

GLOBAL CUSTODIAN
Awarded to: Custodians offering services to private client business.

MULTI-FAMILY OFFICE
Awarded to: Multi-family office business based the in Switzerland. Can be an international or local player.

LEADING INDIVIDUAL (BANKER)
Awarded to: Age and experience is no bar but something special should mark out this individual working in the private client world.

LEADING INDIVIDUAL (ADVISOR)
Awarded to: Age and experience is no bar but something special should mark out this individual working in the private client world.

RISING STAR
Awarded to: A private banker or wealth manager under the age of 35 who is not yet in a senior management position but shows the potential to be a leading individual.

PHILANTHROPY OFFERING
Awarded to: Private client businesses or practitioners who advise individuals or families on their philanthropic activities.

COMPLIANCE
Awarded to: The compliance function of a wealth management or private client operation.

WOMEN IN WEALTH MANAGEMENT (INDIVIDUAL CONTRIBUTION)
Awarded to: Open to women in private banking or wealth management who are an inspiration both to female clients and colleagues.

WOMAN IN WEALTH MANAGEMENT (COMPANY CONTRIBUTION)
Awarded to: For wealth management which demonstrate support for women in their career development.

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (INDIVIDUAL CONTRIBUTION)
Awarded to: Open to individuals who have made an outstanding contribution to thought leadership in wealth management.

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY CONTRIBUTION)
Awarded to: Open to who have made an outstanding contribution to thought leadership in wealth management.

LIFETIME ACHIEVEMENT
Awarded to: No entries required. The judging panel will put forward entries.

Finalists

The finalists for the WealthBriefing Swiss Awards 2015 are:

PRIVATE BANKING CATEGORIES

DOMESTIC PRIVATE BANK

  • Bank Julius Baer
  • Banque Paris Bertrand Sturdza
  • Banque SYZ & Co
  • Credit Suisse
  • Lombard Odier
  • Wealth Management UBS Switzerland

FOREIGN PRIVATE BANK

  • Barclays
  • BNP Paribas Wealth Management
  • HSBC Private Bank (Suisse)
  • Rothschild Wealth Management

HNW SWISS DOMESTIC CLIENTS TEAM

  • Lombard Odier
  • Rothschild Wealth Management

UHNW TEAM (SWISS CLIENTS) – EDITORS AWARD

  • To be announced at the awards dinner

UHNW TEAM (INTERNATIONAL CLIENTS)

  • Credit Suisse
  • HSBC Private Bank (Suisse)

WEALTH PLANNING TEAM

  • BNP Paribas Wealth Management
  • Credit Suisse
  • Union Bancaire Privee

FAMILY OFFICE OFFERING

  • Bank Julius Baer
  • BNP Paribas Wealth Management

REGIONAL CLIENT TEAMS

  • Barclays – UK clients offering
  • Credit Suisse – Nordic clients offering
  • Credit Suisse – UK clients offering
  • HSBC Private Bank (Suisse) – Middle Eastern clients offering

CLIENT INITIATIVE

  • Lombard Odier
  • Union Bancaire Privee

BEST END-TO-END CLIENT EXPERIENCE PROCESS – EDITORS AWARD

  • To be announced at the awards dinner

INVESTMENT MANAGEMENT CATEGORIES

EXTERNAL ASSET MANAGER

  • Brooks Macdonald International
  • Lloyd Capital
  • Pilotage Private Wealth
  • TCA Asset Management

EXTERNAL ASSET MANAGER PLATFORM – EDITORS AWARD

  • To be announced at the awards dinner

FUND MANAGER

  • Banque Paris Bertrand Sturdza
  • Bellevue Asset Management
  • RBR Capital Advisors
  • Union Bancaire Privee

ALTERNATIVE FUND MANAGER

  • Bellevue Asset Management
  • RBR Capital Advisors

MARKETING/PR CATEGORIES

ONLINE CAMPAIGN/PRINT CAMPAIGN

  • IG Bank (Online)
  • Union Bancaire Privee (Online)
  • IG Bank (Print)

BRAND LAUNCH/RELAUNCH

  • Banque Paris Bertrand Sturdza
  • BNP Paribas Wealth Management
  • IG Bank
  • TechRules
  • Where Americans Are Welcome

PRIVATE CLIENT CATEGORIES

LEGAL TEAM

  • Baker & McKenzie, Switzerland
  • Charles Russell Speechlys
  • EY / Lenz & Staehlin
  • Schellenberg Wittmer

INDEPENDENT TRUST OF FIDUCIARY COMPANY

  • Mandaris
  • Rawlinson & Hunter Trustees
  • Salamanca Group Trust (Switzerland)
  • Summit Trust International

BOUTIQUE FIRM– EDITORS AWARD

  • To be announced at the awards dinner

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (open to technology vendors only)

FRONT OFFICE SOLUTION

  • Advent
  • Avaloq
  • Finantix
  • TechRules

TRANSACTION PROCESSING SOLUTION – EDITORS AWARD

  • To be announced at the awards dinner

PORTFOLIO MANAGEMENT

  • Advent
  • Charles River Development
  • ERI Bancaire
  • TechRules

CLIENT COMMUNICATIONS AND REPORTING

  • Advent
  • BRT
  • TechRules
  • Vermillion Software

OUTSOURCING SOLUTION – EDITORS AWARD

  • To be announced at the awards dinner

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (open to any organisation)

RISK PROFILING SOLUTION/RISK MANAGEMENT

  • FinaMetrica
  • TechRules

CRM SYSTEM

  • Finantix
  • TechRules

ON-BOARDING

  • Appway
  • Finantix

INNOVATIVE CLIENT SOLUTION

  • Lombard Odier
  • UBS Wealth Management

OTHER WEALTH MANAGEMENT CATEGORIES

GLOBAL CUSTODIAN – EDITORS AWARD

  • To be announced at the awards dinner

LEADING INDIVIDUAL

  • Bank Julius Baer – Andreas Feller
  • FRORIEP – Philippe Pulfer
  • Schellenberg Wittmer – David Wilson

RISING STAR

  • Credit Suisse – Robert Weeber
  • HSBC Private Bank (Suisse) – Daniel Webb
  • Schellenberg Wittmer – Gregoire Wuest

PHILANTHROPY OFFERING – EDITORS AWARD

  • To be announced at the awards dinner

WOMEN IN WEALTH MANAGEMENT

  • DE Asset Management – Denise Elfen
  • Cecile Civiale Vuillier
  • HSBC Private Bank (Suisse) – Lisa Cornwell

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP

  • EY
  • Kaiser Partner – Fritz Kaiser
  • Scorpio Partnership
  • Swiss Finance Institute

LIFETIME ACHIEVEMENT

  • To be announced at the awards dinner

Featured Sponsors

Wine Sponsor

Sponsors

Venue

Hotel President Wilson

Address: 47 Quai Wilson, Geneva, 1211, Switzerland

Tickets

This event has already taken place

Winners

The winners of the WealthBriefing Swiss Awards 2015 are:

PRIVATE BANKING CATEGORIES

DOMESTIC PRIVATE BANK

  • Lombard Odier

FOREIGN PRIVATE BANK

  • Rothschild Wealth Management

HNW SWISS DOMESTIC CLIENTS TEAM

  • Lombard Odier

UHNW TEAM (INTERNATIONAL CLIENTS)

  • Credit Suisse

WEALTH PLANNING TEAM

  • Union Bancaire Privee

FAMILY OFFICE OFFERING

  • BNP Paribas Wealth Management

REGIONAL CLIENT TEAMS

  • HSBC Private Bank (Suisse) – Middle Eastern clients offering

CLIENT INITIATIVE

  • Union Bancaire Privée (FOSS Family Office Services Switzerland)

BEST END-TO-END CLIENT EXPERIENCE PROCESS – EDITORS AWARD

  • Barclays

INVESTMENT MANAGEMENT CATEGORIES

EXTERNAL ASSET MANAGER

  • TCA Asset Management

EXTERNAL ASSET MANAGER PLATFORM – EDITORS AWARD

  • Barclays

FUND MANAGER

  • Bellevue Asset Management

ALTERNATIVE FUND MANAGER

  • Bellevue Asset Management

MARKETING/PR CATEGORIES

ONLINE CAMPAIGN/PRINT CAMPAIGN

  • IG Bank

BRAND LAUNCH/RELAUNCH

  • BNP Paribas Wealth Management

PRIVATE CLIENT CATEGORIES

LEGAL TEAM

  • Baker & McKenzie, Switzerland

INDEPENDENT TRUST OF FIDUCIARY COMPANY

  • Rawlinson & Hunter Trustees

BOUTIQUE FIRM– EDITORS AWARD

  • TCA Asset Management

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (open to technology vendors only)

FRONT OFFICE SOLUTION

  • Avaloq

TRANSACTION PROCESSING SOLUTION – EDITORS AWARD

  • ERI Bancaire

PORTFOLIO MANAGEMENT

  • Advent

CLIENT COMMUNICATIONS AND REPORTING

  • Advent

OUTSOURCING SOLUTION – EDITORS AWARD

  • BRT

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (open to any organisation)

RISK PROFILING SOLUTION/RISK MANAGEMENT

  • FinaMetrica

CRM SYSTEM

  • Finantix

ON-BOARDING

  • Appway

INNOVATIVE CLIENT SOLUTION

  • UBS Wealth Management

OTHER WEALTH MANAGEMENT CATEGORIES

GLOBAL CUSTODIAN – EDITORS AWARD

  • Credit Suisse

LEADING INDIVIDUAL

  • Schellenberg Wittmer – David Wilson

RISING STAR

  • Schellenberg Wittmer – Gregoire Wuest

PHILANTHROPY OFFERING – EDITORS AWARD

  • Lombard Odier

WOMEN IN WEALTH MANAGEMENT

  • DE Asset Management – Denise Elfen

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP

  • Kaiser Partner – Fritz Kaiser

LIFETIME ACHIEVEMENT

  • Jean-Pierre Cuoni – chairman, EFG International

Photographs

Testimonials

“Please pass on my thanks to the entire team for a wonderful night on Thursday. Hats off to you for having created such a successful event already in year one.”
Andrew McCallum – Rawlinson & Hunter

“A huge success in a terrific venue with a fabulous atmosphere with over 200 financial professionals gathering together to celebrate their successes. I have attended many events and believe that this one was one of the very best.”
Cecile Civiale Vuillier, Director Corpag Services (Switzerland)

“Our staff had a great evening yesterday, many thanks and well done!”
Willem Redert, Banque Lombard Odier & Cie

“I wanted to thank you very much for the invitation and the good organisation of last week’s awards. It was a very nice evening and everything was perfect indeed!”
Ludovic Bonnamour, TCA Asset Management

“I truly enjoyed working with you and your team. Thank you for organising a wonderful event. I think everybody was impressed by the great organisation and beautiful set up.”
Katya Martin, Rolls-Royce Motor Cars Geneva, Prestige Motor Group

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