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

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. 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

Senior Partner

Roland Berger

Philippe advises wealth and asset managers on growth, digital strategies and transformation issues. He has worked with more than 50 clients that are global, regional or domestic leaders – in offshore and/or onshore markets - seeking to accelerate their transformation and improve their economics. In his 28 years of experience, he worked both as a strategy consultant and having operational roles in the industry, in particular having led functions such as strategy, business development, sales management, sales force effectiveness and marketing.

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 and Trust Expert

Generations Cornerstone

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.

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 26 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 head of Withers Swiss operations and joint CEO of the private client and tax division. She joined the firm in 1999, and in 2005 moved to Switzerland to open their Geneva office. She focuses on advising private clients and financial institutions in relation to onshore UK and offshore tax, trust and estate planning, with particular emphasis on planning for UK resident non-domiciliaries. She also advises on wills and trust drafting matters as well as on international tax investigations. Justine advises families on succession and governance issues, working closely with those families to create structures and legal solutions to implement their long term succession plans both for their personal assets and business interests.

Daniel Martineau

Executive Chairman

Summit Trust International

Daniel worked in management positions in leading trust companies in Canada prior to taking up roles in offshore trust companies in Nassau, Jersey and Geneva with Coutts International Private Bank. A graduate of the University of Western Ontario in London, Canada, he subsequently earned his Master of Business Administration at the University of Miami. He is accredited as a member of the Financial Planning Institute of Canada and a member of the Society of Trust and Estates Practitioners (STEP). Daniel is a founder of the Swiss Association of Trust Companies (SATC). Daniel is a Canadian and Swiss citizen and speaks English and French.

Andrew McCallum

Partner

Rawlinson & Hunter

Andrew McCallum is a partner at Rawlinson and 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.  Prior to this 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 and Scorpio Partnership, (Aon companies)

Mark is head of the wealth management & private banking practice in Europe, and is globally responsible for the Scorpio wealth consulting business. Leads the development and delivery of market leading business performance consulting, leveraging the firm’s proprietary data and analysis of client experience, pay & productivity, and talent to deliver unmatched insight and actionable advice. Over twenty years of financial services industry experience, focused on the private banking and wealth management sector. He holds a Masters (MEng) in the Manufacturing Engineering Tripos (MET) from St John’s College, Cambridge University, and completed an accelerated development programme at the London Business School.

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. He is a senior lecturer in finance at the London Institute of Banking & Finance and visiting faculty at EU Business School in Geneva. 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 an MBA from Warwick University Business School and PGCHE in Banking & Finance. He is a fellow of the Chartered Institute of Bankers.

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, the firm originally focused on the financial services industry, however in recent years it has built on this M&A expertise and experience and established an additional entrepreneurs and corporates practic.

Ray has extensive multicultural wealth management and private banking/investment banking experience working in territories as diverse as the US, Asia, Middle East and Europe. Earlier positions include: managing director and member of the Private Banking Management Board for SBC/UBS AG; chief investment officer, chief financial officer and member of the executive board of Cedel Bank (renamed Clearstream); chief investment officer for the National Bank of Bahrain including head of international banking and private banking; CEO of Hong Kong, CEO of Japan, head of global capital markets office (London) and head of FIG for Midland Montagu Investment Banking and MD/CEO of Midland Montagu Securities as well as various senior positions within Citigroup, including Head of Asia Pacific Treasury and Capital Markets. Ray is a Harvard Business School & INSEAD alumnus and speaks English, French, Greek and Japanese.

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 and Continental European 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.

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

Etienne D'Arenberg

Partner

Bank Mirabaud

Etienne d’Arenberg has been a limited partner at Mirabaud since 2011. He joined the group in 1999.

In 2016, he took over the management of the UK market for the group and sits on the board of Mirabaud Europe Ltd, the European bank of the group. He also sits on the board of his own family's family office. From 1995 to 1999, he was a MD at Creditanstalt Investment Bank in Vienna focusing on CEE countries. Prior to that, he was a development analyst in Paris for a subsidiary of Compagnie Générale des Eaux. He sits on or chairs several charity boards, most notably linked to music, in Switzerland, Europe and UK. He holds a MSc (Mgt) from Boston University and graduated from the Hotel Management School of Lausanne.

Dr Ariel Sergio Goekmen

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

CEO

Accuro

Xavier Isaac is CEO of Accuro, the multi-jurisdictional trust and family office business. Xavier gained over 20 years of experience in various senior management positions at ABN AMRO Bank and Trust in Luxembourg, Geneva and Jersey prior to joining Investec in 2005. He was instrumental in the launch of Accuro in May 2017 following the successful completion of the management buyout of the Salamanca Trust Group, formally known as Investec Trust. Originally from Belgium, Xavier graduated magna cum laude in law from the Catholic University of Louvain. He 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 is a Presiding Judge for the STEP Private Client Awards 2018/19. Xavier is a regular speaker at conferences organized by STEP, SATC, Academy & Finance and Transcontinental Trust. Since February 2016, Xavier has been the treasurer of the Swiss Philanthropy Foundation.

Duncan Munro

Senior Vice President

Banco Santander

Duncan joined Banco Santander in 2018. He was previously managing director with Bank Lombard Odier in Geneva where he was responsible for the UK private client team. Duncan has nearly 40 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.

Matthew Spencer

Managing director and head of intermediaries, MFOs and group referrals

Deutsche Bank

Matthew Spencer is a managing director and head of intermediaries, MFOs and group referrals at Deutsche Bank. He has specific responsibility for developing, managing and coordinating relationships with professional services firms and family offices – an area he has specialised in since 1994. Previously he has also held similar positions at Coutts and Credit Suisse where he was also a member of the UK market area management team and was based in Switzerland between 2010 and 2012.

Stefano Veri

Group Managing Director, Head Global Financial Intermediaries

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, Stefano led wealth management Europe international and Forex distribution and active advisory. 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 Wisdom Council, ComPeer, JDX Consulting and Ten Group.

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  

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

Sponsor Benefits These prestigious awards recognise excellence within the wealth management and family office industry. 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

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

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