WealthBriefing Swiss Awards 2017

Overview

Introduction

A warm welcome to the WealthBriefing Swiss Awards 2017. Nominations are now open and we look forward to seeing old and new faces taking part in this prestigious event.

For those new to the awards, the categories are focused around three main areas:

  • Experts (individuals and teams)
  • Products
  • Services for wealth managers and clients/institutions of all sizes and types

As in previous years, independence, integrity and genuine insight will be the watchwords of the judging process and will be conducted by an expert panel drawn from both private banks and trusted advisors/consultants to the sector.

To avoid any conflict of interest we have two judging panels. One panel of bankers who judge the trusted advisor categories. Another panel of trusted advisors who are responsible for judging the banking categories.

Winning an WealthBriefing Swiss Award sets organisations and individuals apart from their peers and is a tangible demonstration that they have something special to offer, rewarding achievement and showcasing top class performance and innovation.

We very much hope you take part and look forward to seeing you at the 2017 awards ceremony.

Key dates for the diary

  • Nominations close 28 October, 2016 (at midnight)
  • Judges meeting 5 December, 2016 (from 12 noon)
  • Shortlist announcement 6 December, 2016
  • Awards dinner 9 February, 2017 (from 7.00pm)

How to enter

  • Click on the categories tab on the left hand side.
  • Fill in the online form with your details
  • Select the categories you wish to enter
  • Press submit

Once the form is submitted, you will automatically receive a confirmation email with a link to the awards questionnaire. Please follow the instructions on page 2 of the questionnaire, then complete your submissions by the closing date.

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.

Cecile Civiale Vuillier

Specialist Wealth Management Consultant

A senior executive with extensive experience working with small to large trust companies with an emphasis on international trust & foundation administration, corporate services to clients worldwide and business development. Cécile previously worked in the UK and France before becoming head of a trust company in Switzerland. She is a member of several significant professional bodies, including The International Tax Planning Association, and the Association of International Business Lawyers. Former chairwoman of the STEP (Society of Trust and Estate Practitioners) branch in Geneva, she is still active on the committee. Following a degree in trade and commerce, Cécile gained qualifications in company law and practice, international trust management, trust administration and accounts, and trust creation.

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.

Dr Christoph Gosdenoz

Director, Swiss Banking School Certification

Swiss Finance Institute

Dr. Christoph Gosdenoz has more than 15 years of international professional experience. Before joining the Swiss Finance Institute, a private foundation created by Switzerland’s banking and finance community and leading Swiss universities, he worked as a financial analyst specialized in mergers and acquisitions, entrepreneurial finance, impact finance and risk management. Former employers include UBS in Zurich and in Mexico, as well as BNP Paribas in Geneva and Singapore.

Christoph Gosdenoz graduated with a Master of Science in Business Administration from the University of Geneva, is a CFA charter-holder and holds a doctorate from the Edinburgh Business School. He has completed teaching and research assignments at top business schools and leading financial institutions and serves today on several boards and investment committees.

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.

Elmar Meyer

Founder and CEO

Lexpert Partners

Elmar Meyer is the founder and CEO of Lexpert Partners, a specialized law firm focused on financial services providers and their clients located in Zug. Elmar’s areas of specialization include advising Swiss and foreign banks, asset managers and family offices in all legal and regulatory areas. He also advises and assists HNW individuals in their (often cross-border) asset and estate planning. Before founding Lexpert Partners, Elmar was founding partner of GHM Partners, a legal and tax advisory firm in Zug. Before that, he headed the legal and compliance department of Julius Baer in Dubai, serving on its management committee and acting as a member of the board for Julius Baer in Cairo. Elmar also serves on the board on a number of major asset management companies in Switzerland.

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.

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.

Duncan Munro

Managing Director

Bank Lombard Odier, Geneva

Duncan is a managing director with Bank Lombard Odier in Geneva, responsible for the UK private client team.

He has 36 years finance experience, the majority of which has been spent in Switzerland in the field of private banking, with a particular focus on UK resident non-UK domiciled clients. In addition to direct client experience, Duncan has for many years been responsible for managing private banking teams across jurisdictions. Duncan has previously held management positions in Geneva, Zürich and Copenhagen with HSBC Private Bank (Suisse), the Lloyds TSB Group and Jyske Bank.

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.

Stefano Veri

Group Managing Director, Global Head of Financial Intermediaries, WM Forex Distribution and Direct Access Clients

UBS Wealth Management

Stefano started his career at UBS in 1981. Having served as client advisor for corporate and wealth management clients in Switzerland and New York he has also covered a wide range of line management position in several areas of wealth management. Stefano was head of HNW and UHNWI business for Italy International before being appointed head of the firm’s UHNWI business for the global established markets in Switzerland.

Prior to his current role, which started in 2015, Stefano led Wealth Management Europe International (i.e. the European cross-border business out of Switzerland and Singapore). He was appointed group managing director in 2014.

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.

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.

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.

Etienne d'Arenberg

Partner

Bank Mirabaud

Etienne d'Arenberg, a limited partner in the Mirabaud group that he joined in 1999, is the recipient of the WealthBriefing Swiss Awards 2016 Leading Individual (Bankers) award.

As a Mirabaud banker, and in his own family office he focuses on families, their overall circumstances and their portfolios as a head of the UK Market.

Etienne graduated from the hotel management school (Lausanne) and with an MSc (Management) of Boston University. Prior to that, he was an MD at Creditanstalt Investment Bank in Vienna and an analyst in Paris. He speaks French, English, German, Italian, and has good notions of Dutch and Spanish.

Finalists

PRIVATE BANKING CATEGORIES

DOMESTIC PRIVATE BANK  

Banque Paris Bertrand Sturdza
Banque SYZ
Lombard Odier
Mirabaud
REYL & Cie

FOREIGN PRIVATE BANK  

NOMINEES
Barclays Wealth & Investment Management
Citi Private Bank
Rothschild Private Wealth

HNW TEAM (SWISS DOMESTIC CLIENTS)  

NOMINEES
Lombard Odier
Rothschild Private Wealth

UHNW TEAM (INTERNATIONAL CLIENTS)  

NOMINEES
Banque Paris Bertrand Sturdza
Banque SYZ
Barclays Wealth & Investment Management
Citi Private Bank
HSBC Private Bank

SPECIALIST INTERNATIONAL TEAM – EDITOR’S AWARD

NOMINEES
HSBC Private Bank

CLIENT INITIATIVE 

NOMINEES
Lombard Odier
Mirabaud
REYL & Cie
UBS Switzerland

BEST PRIVATE BANK – CLIENT SERVICE  

NOMINEES
Banque SYZ
Barclays Wealth & Investment Management
REYL & Cie
Rothschild Private Wealth

BEST PRIVATE BANK – INVESTMENT MANAGEMENT PLATFORM  

NOMINEES
Banque Paris Bertrand Sturdza
Banque SYZ
Rothschild Private Wealth
Union Bancaire Privee

PRIVATE BANK – CUSTOMER FACING DIGITAL CAPABILITIES – EDITOR’S AWARD

NOMINEES
Barclays Wealth & Investment Management

INVESTMENT MANAGEMENT CATEGORIES

EXTERNAL ASSET MANAGER

NOMINEES
Bedrock Asset Management
DECLALIA Asset Management

EXTERNAL ASSET MANAGEMENT PLATFORM AND OFFERING  

NOMINEES
Mirabaud
UBS Switzerland

PRIVATE INVESTMENT OFFICE/MULTI-FAMILY OFFICE  

NOMINEES
Bedrock Asset Management
Peritus Investment Consultancy

MARKETING/PR CATEGORIES

BEST MARKETING OR PR CAMPAIGN 
(Online, print, brand launch/relaunch)

NOMINEES
Banque Morval
Banque SYZ
Barclays Wealth & Investment Management
Lombard Odier
Where Americans are Welcome

PRIVATE CLIENT CATEGORIES

LEGAL TEAM  

NOMINEES
Charles Russell Speechlys
Schellenberg Wittmer
Withers Worldwide

TAX/ACCOUNTANCY TEAM  

NOMINEES
Mirabaud
Rawlinson & Hunter

INDEPENDENT TRUST OR FIDUCIARY COMPANY  

NOMINEES
R&H Trustees
Summit Trust International
ZEDRA

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (TECH VENDORS ONLY)

FRONT OFFICE SOLUTION

NOMINEES
Avaloq Group
WDX

TRANSACTION PROCESSING SOLUTION  

NOMINEES
Avaloq Group
ERI Bancaire
Expersoft Systems

PORTFOLIO MANAGEMENT  

NOMINEES
Charles River Development
Expersoft Systems
IBO
Profile Software
Tindeco

CLIENT COMMUNICATIONS  

NOMINEES
Expersoft Systems
IBO
InvestGlass
Profile Software

CLIENT REPORTING  

NOMINEES
Expersoft Systems
IBO
InvestGlass
Masttro

COMPLIANCE  

NOMINEES
Expersoft Systems
Penta
Qumram
WDX

CRM SYSTEM  

NOMINEES
Expersoft Systems
InvestGlass
Tindeco
WDX

OUTSOURCING SOLUTION  

NOMINEES
Avaloq Group
Expersoft Systems

RISK PROFILING SOLUTION  

NOMINEES
Expersoft Systems
IBO
Profile Software

RISK MANAGEMENT  

NOMINEES
IBO
InvestGlass
Profile Software
Tindeco

ON-BOARDING

NOMINEES
Appway
Expersoft Systems
InvestGlass
Profile Software
WDX

INNOVATIVE CLIENT SOLUTION  

NOMINEES
Expersoft Systems
InvestGlass
Masttro
Profile Software
Tindeco
WDX

CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION  

NOMINEES
Expersoft Systems
InvestGlass

INNOVATIVE FINTECH SOLUTION  

NOMINEES
Expersoft Systems
Masttro
Qumram
Tindeco

OTHER WEALTH MANAGEMENT CATEGORIES

BEST WEALTH MANAGEMENT EXECUTIVE SEARCH FIRM (SWITZERLAND)

NOMINEES
DART Talent & Executive Search
Pradov Switzerland

INTERNATIONAL FINANCE CENTRE – EDITOR’S AWARD

NOMINEES
MALTA – Ministry for the Economy, Investment and Small Business

WOMEN IN WEALTH MANAGEMENT (INDIVIDUAL CONTRIBUTION) 

NOMINEES
MALTA – Ministry for the Economy, Investment and Small Business  – Dr Nadine Lia
Mirabaud –  Camille Vial
Summit Trust International – Stella Mitchell-Voisin

LEADING INDIVIDUAL (ADVISOR) 

To be announced at awards dinner

LEADING INDIVIDUAL BANKER  

To be announced at awards dinner

LIFETIME ACHIEVEMENT

To be announced at awards dinner

 

Featured Sponsors

Drinks Sponsor

Sponsors

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  • 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

PRIVATE BANKING CATEGORIES

DOMESTIC PRIVATE BANK  

Banque Paris Bertrand Sturdza

 

FOREIGN PRIVATE BANK  

Barclays Wealth & Investment Management – Highly Commended
Rothschild Private Wealth – Winner

 

HNW TEAM (SWISS DOMESTIC CLIENTS)  

Lombard Odier

 

UHNW TEAM (INTERNATIONAL CLIENTS)  

Citi Private Bank – Winner
HSBC Private Bank – Highly commended

 

SPECIALIST INTERNATIONAL TEAM – EDITOR’S AWARD

HSBC Private Bank

 

CLIENT INITIATIVE 

UBS Wealth Management

 

BEST PRIVATE BANK – CLIENT SERVICE

Barclays Wealth & Investment Management

 

BEST PRIVATE BANK – INVESTMENT MANAGEMENT PLATFORM

Banque SYZ

 

PRIVATE BANK – CUSTOMER FACING DIGITAL CAPABILITIES – EDITOR’S AWARD

Barclays Wealth & Investment Management

 

INVESTMENT MANAGEMENT CATEGORIES

EXTERNAL ASSET MANAGER  

Bedrock

 

EXTERNAL ASSET MANAGEMENT PLATFORM AND OFFERING  

UBS Wealth Management

 

PRIVATE INVESTMENT OFFICE/MULTI-FAMILY OFFICE  

Bedrock

 

MARKETING/PR CATEGORIES

BEST MARKETING OR PR CAMPAIGN 
(Online, print, brand launch/relaunch)

Lombard Odier

 

PRIVATE CLIENT CATEGORIES

LEGAL TEAM  

Schellenberg Wittmer

 

TAX/ACCOUNTANCY TEAM  

Rawlinson & Hunter

 

INDEPENDENT TRUST OR FIDUCIARY COMPANY  

Rawlinson & Hunter Trustees

 

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (TECH VENDORS ONLY)

FRONT OFFICE SOLUTION   

Avaloq Group

 

TRANSACTION PROCESSING SOLUTION  

Avaloq Group

 

PORTFOLIO MANAGEMENT  

Charles River Development

 

CLIENT COMMUNICATIONS  

IBO

 

CLIENT REPORTING  

IBO

 

COMPLIANCE  

Expersoft Systems

 

CRM SYSTEM  

WDX

 

OUTSOURCING SOLUTION  

Avaloq Group

 

RISK PROFILING SOLUTION  

Expersoft Systems

 

RISK MANAGEMENT  

Tindeco

 

ON-BOARDING

Appway

 

INNOVATIVE CLIENT SOLUTION  

Masttro

 

CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION  

Expersoft Systems

 

INNOVATIVE FINTECH SOLUTION  

Qumram

 

OTHER WEALTH MANAGEMENT CATEGORIES

 

BEST WEALTH MANAGEMENT EXECUTIVE SEARCH FIRM (SWITZERLAND)

DART Talent & Executive Search

 

INTERNATIONAL FINANCE CENTRE – EDITOR’S AWARD

MALTA – Ministry for the Economy, Investment and Small Business

 

WOMEN IN WEALTH MANAGEMENT (INDIVIDUAL CONTRIBUTION)

Summit Trust International – Stella Mitchell-Voisin

 

LEADING INDIVIDUAL (ADVISOR) 

Mark Barmes, Lenz & Staehelin

 

LEADING INDIVIDUAL BANKER  

Anne-Marie de Weck, Lombard Odier

 

LIFETIME ACHIEVEMENT

Georges Gagnebin

Photographs

Testimonials

“I would like to congratulate the Wealthbriefing Swiss Awards organisers for what has been a perfect event. Attention to detail was matching the precision and beauty of Swiss manufactured watches!”

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“Congratulations on hosting an outstanding event. There was a palpable buzz and energy level at the event, and I am confident those attending really enjoyed the evening. The venue and food were excellent, only adding to the night’s success.”

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“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.”

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