WealthBriefing Swiss Awards 2016 – 18 February 2016

Overview

Now in its third year, the WealthBriefing Swiss Awards set to spread the word about the profession’s achievements to a wider audience. For 2016, the awards will attract over 300 senior banking and wealth management professionals to the industry’s most prestigious gala event.

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 organisations.

Winning a WealthBriefing Swiss award sets firms and individuals apart from their peers 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 2016 awards ceremony.

Dates for the diary

  • Entries open August 2015
  • Entries close 12 November 2015
  • Shortlist announced 11 December 2015
  • Award ceremony 18 February 2016

Click here to download the information pack.

 

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

Executive Director, Head Financial Services Transactions

EY

Nick Blaydes has more than 20 years’ investment banking experience and has worked exclusively on transactions in the financial services sector for fifteen years. 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.  Nick 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.

Philippe Bongrand

Partner, Wealth Management

Oliver Wyman Financial Services

Philippe Bongrand is a partner at Oliver Wyman Zurich, from where he serves exclusively wealth managers and private banks on growth, transformation and digital opportunities.

He has 20 years of both industry and consulting experience for wealth managers. Prior to joining Oliver Wyman, Philippe was at UBS Wealth Management in Zurich for seven years in charge of global functions such as strategy, business development, sales force effectiveness and marketing.

Philippe started his career at Paribas within the internal risk audit (“Inspection - Generale”) function and worked at Booz, and The Boston Consulting Group, where he was principal in charge of wealth management.

Ludovic Bonnamour

Managing Director

TCA Asset Management

Ludovic Bonnamour is the managing director of TCA Asset Management, a Swiss-based advisory multi-boutique specialising in fund services, wealth management and corporate finance.

Ludovic has worked for international companies in several functions from risk management to advisory services, and alongside internal and external clients in retail banking, private banking and corporate banking activities.  His 13 years experience has seen him work for firms such as Allianz and HSBC.

Specialising in alternative investments as well as in quantitative fields, Ludovic has worked in the hedge funds industry, credit, analysis, portfolio management, regulatory capital requirements and lending activities as a whole, while also liaising with group offices and developing new services for TCA Asset Management.

James Day

Managing Director

Peritus Investment Consultancy

James is founder and managing director of Peritus Investment Consultancy, 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 at Ernst and Young Trust Company, ABN AMRO, and Morgan Stanley Quilter. James 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, moving to Geneva in 2005. She specialises in advising private clients and financial institutions in relation to 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 also specialises in advising families on succession and governance issues. She 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. Andrew 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 also sits on the STEP Worldwide professional standards committee. He is also a long-standing member of the audit and risk committee of the International Federation of Red Cross and Red Crescent Societies.

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.

Mark Miles

European Head of Wealth Management

McLagan

Mark leads McLagan’s wealth management practice in Europe, responsible for the development and delivery of market leading business performance consulting, as well as facilitating the integration of Scorpio’s specialist HNW client insight with McLagan’s knowledge of wealth management firm economics, productivity and pay.

Mark has over twenty years of consulting and industry experience in financial services, largely focused on the private banking and wealth management sector. Prior to joining McLagan, Mark was a FCA CF1 approved director of the Lloyds Bank private banking board, and head of its HNW private clients business, delivering considerable profit growth and doubling of client advocacy.

 

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. Osy 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 sector and the corporate finance and M&A needs of the industry's clients on a global basis. Ray has extensive multicultural and multilingual wealth management and private banking/investment banking expertise. He has 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.

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) as CEO.

Marcel has developed and implemented new service and business models and led the implementation of sustainable cultural change programmes. His current role as director of PricewaterhouseCoopers Advisory Services means he is responsible for WM strategy consulting, and services 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 Widsom Council, ComPeer and JDX.

David Wilson

Partner

Schellenberg Wittmer

David Wallace Wilson is a partner in Schellenberg Wittmer’s private client and 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

Xavier Isaac

Head of Salamanca Group Trust and Fiduciary

Salamanca Group Trust (Switzerland)

Xavier Isaac is head of Salamanca Group Trust and Fiduciary supported by a multi-jurisdictional management team. As such he is a principal driver of the trust and fiduciary vision and strategy.

Xavier gained over 20 years of experience in various management positions at ABN AMRO Bank and Trust in Luxembourg, Geneva and Jersey prior to joining Investec Trust in 2005 as managing director of the Geneva office, and as CEO of the Investec Trust Group in 2009.

Xavier served as the inaugural vice-president of the Swiss Association of Trust Companies, he is also a member of STEP, and since February 2016 is the treasurer of the Swiss Philanthropy Foundation.

Dr. Gabriela Maria Payer

Head of Education

Swiss Finance Institute

Dr Gabriela Maria Payer has a long career in the financial services sector, most of it spent at UBS. She has sustainable achievements in key business functions at executive level, with a focus on strategy, communication and HR. This is supplemented by a proven track record in banking, specifically in the wealth management industry around the globe. Gabriela established her own consulting boutique, PayerPartner, in 2012. She joined the Swiss Finance Institute, a private foundation created by Switzerland’s banking and finance community and leading Swiss universities, as head of education and member of its management board in the same year. She holds several board mandates in the financial services and communication industries.

Luis Sanz de Andino

Head of Multi-Family Office

BBVA Global Wealth (Switzerland)

Luis Sanz de Andino is head of multi family office services at BBVA Global Wealth, the international private banking division of the group BBVA located in Zurich, where he has worked for more than 13 years.

Before assuming this role he had fulfilled a number of other senior management roles including head of the European team and chief investment officer.

Prior to joining BBVA Global Wealth, Luis worked in Spain for BBVA, La Caixa, and for ten years before that at Banco Central Hispano Private Banking. Luis has nearly thirty years experience in private banking and asset management.

Dr Ariel Sergio Goekmen

Member of the Executive Board

Schroder & Co Bank

Dr. Ariel Sergio Goekmen, is responsible for the private banking location Zurich, which is the bank's headquarters for Switzerland. ‎Specialised teams look after private clients from Switzerland, Germany, United Kingdom, Russia CIS CEE, and the Nordic region.

Ariel supports UHNW individuals and families especially in all financial planning aspects and beyond, e.g. philanthropy and relocation, together with internal and external experts.

During his career spanning 30 years, Ariel has held various managerial positions in private banking. He is a member of STEP, ITPA, IISS, ASA and IFA.

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.

Pierre Vrielink

CEO Wealth Management Switzerland and Emerging Markets

BNP Paribas (Suisse)

Pierre Vrielinck, a Belgian native, joined Paribas in the firm’s asset management division in Paris in the 1990s. He was subsequently promoted to middle-office & fund administration manager for BNP Paribas Asset Management, and then global head of fund administration and middle-office for BNP Paribas Securities Services. In January 2009, Pierre joined the general management team as chief operating officer of BNP Paribas (Suisse) in Geneva, whilst also holding the position of deputy head of wealth management international Europe. Pierre assumed responsibility for the wealth management division in Switzerland and the emerging markets in July 2014.

Emanuele Zanon di Valgiurata

Head of Private Banking

Banque Morval

Having gained a degree in law at the University of Turin, Emanuele Zanon di Valgiurata refined his management expertise at Harvard Business School. His professional career began in 1990 as a financial analyst at Bank San Paolo in Paris. Subsequently he joined the family owned banking group Morval Vonwiller where he developed private portfolio management and equity fund management. In 2003 he was appointed Head of private banking for Banque Morval; whilst in this role he contributed to the acquisition of the South American operation of the group.

Emanuele currently acts as head of Geneva’s private banking activities of Banque Morval and is responsible for the South American operations of the bank.

Finalists

PRIVATE BANKING CATEGORIES

Domestic private bank 

ORGANISATION
Bank Julius Baer
Banque Lombard Odier & Co
Banque Paris Bertrand Sturdza
Banque SYZ
REYL & Cie

 

Foreign private bank

ORGANISATION
Barclays Wealth and Investment Management, Switzerland
BNP Paribas (Suisse)
Citi Private Bank
Rothschild Wealth Management

 

HNW team (Swiss domestic clients)       

ORGANISATION
Bank Julius Baer
Banque Lombard Odier & Co
Rothschild Wealth Management

 

HNW/UHNW team (International clients)

ORGANISATION
Bank Julius Baer
Banque Paris Bertrand Sturdza
Banque SYZ
REYL & Cie

 

Wealth planning team

ORGANISATION
Bank Julius Baer
BNP Paribas (Suisse)

 

Family office offering

ORGANISATION
Bank Julius Baer
BNP Paribas (Suisse)
Peritus Investment Consultancy

 

Specialist international team (EDITOR’S AWARD)

ORGANISATION
HSBC Private Bank

 

Client initiative

ORGANISATION
Bank Julius Baer
Banque Lombard Odier & Co
REYL & Cie
Union Bancaire Privee

 

Best private bank – client service 

ORGANISATION
Bank Julius Baer
Banque SYZ
Barclays Wealth and Investment Management, Switzerland
BNP Paribas (Suisse)
Rothschild Wealth Management

 

Best private bank – investment management platform

ORGANISATION
Bank Julius Baer
Banque SYZ
Rothschild Wealth Management

 

INVESTMENT MANAGEMENT CATEGORIES

External asset manager

ORGANISATION
Bedrock
TCA Asset Management

 

Fund manager

ORGANISATION
Banque Paris Bertrand Sturdza
Union Bancaire Privee

 

Private investment office/Multi-family office

ORGANISATION
Bedrock
Peritus Investment Consultancy

 

MARKETING/PR CATEGORIES

 

Best marketing / PR programme

ORGANISATION
Banque SYZ
Union Bancaire Privee
Where Americans Are Welcome

 

PRIVATE CLIENT CATEGORIES

 

Legal team

ORGANISATION
Charles Russell Speechlys
Schellenberg Wittmer
Withers Worldwide

 

Independent trust or fiduciary company

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

 

Boutique firm 

ORGANISATION
Saffery Champness (Switzerland)
TCA Asset Management

 

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (VENDORS)

Front office solution

ORGANISATION
Avaloq
Expersoft Systems
SS&C Advent
TEMENOS

 

Transaction processing solution (EDITOR’S AWARD)

ORGANISATION
Expersoft Systems

 

Transaction processing solution (EDITOR’S AWARD)

ORGANISATION
ERI Bancaire

 

 

 

Portfolio management

ORGANISATION
Avaloq
Charles River Development
ERI Bancaire
Expersoft Systems
SS&C Advent

 

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (OPEN)

Risk profiling solution/risk management solution

ORGANISATION
Expersoft Systems
FinaMetrica

 

CRM system

ORGANISATION
Avaloq
Expersoft Systems
Finantix

 

On-boarding

ORGANISATION
Appway
Avaloq
Expersoft Systems
Finantix
Profile Software

 

Innovative client solution

ORGANISATION
ABS
Banque Lombard Odier & Co
BRT
Expersoft Systems
InvestGlass
Profile Software

 

OTHER WEALTH MANAGEMENT CATEGORIES

 

International finance centre (Editor’s Award)

ORGANISATION
Guernsey International Finance Centre

 

OTHER WEALTH MANAGEMENT CATEGORIES

 

Outstanding contribution to wealth management thought leadership (Individual or company contribution)

ORGANISATION
EY
PwC & UBS

 

RISING STAR

To be announced shortly.

 

WOMEN IN WEALTH MANAGEMENT

To be announced shortly.

 

LEADING INDIVIDUAL (ADVISORS)

To be announced shortly.

 

LEADING INDIVIDUAL (BANKERS)

To be announced shortly.

 

 

LIFETIME ACHIEVEMENT

To be announced shortly.

Featured Sponsors

Drinks Reception Sponsor

Sponsors

Benefits

These prestigious awards recognise excellence within the wealth management sector. In addition they provide your business with a highly affluent, captive audience of private bankers, lawyers, accountants, financial advisors and technology providers across the wealth management sector. Consequently these awards present your business with a unique opportunity to be involved in industry sector sponsorship giving your company the following:
  • Exposure across our subscription base and associated international media (60,000 subscribers worldwide)
  • Extensive brand exposure on the night to over 300 of Switzerland’s leading wealth management professionals
  • The opportunity to target an affluent market with high disposable income
  • Excellent networking opportunities with senior decision-makers
  • Association with leading industry awards
  • The chance to develop new contacts and expand your sales network
  • Increased brand exposure within the wealth management sector
  • Listing in IFC world

Venue

Hotel President Wilson

Address: 47 Quai Wilson, Geneva, 1211, Switzerland

Tickets

Winners

Winners will be announced at the ceremony on the evening of 18 February 2016.

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

“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

Featured Sponsors

Drinks Reception Sponsor

Category Sponsors