WealthBriefing Swiss Awards 2016 – 18 February 2016

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 Wisdom Council, ComPeer and JDX Consulting.

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).