Overview

A warm welcome to the WealthBriefing Swiss Awards 2020. 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 three independent panels of judges. A panel of bankers who judge the trusted advisor categories, a panel of advisors who judge the banking entries and finally a technology panel of experts.

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 2020 awards ceremony.

Key Dates

  • Nominations open – Now
  • Nominations close – 28 September 2019 (at midnight)
  • Shortlist announcement – 31 October 2019
  • AWARDS DINNER – 6 February 2020 (from 7.00pm)

Categories

PRIVATE BANKING CATEGORIES

DOMESTIC PRIVATE BANK
FOREIGN PRIVATE BANK
HNW TEAM (SWISS DOMESTIC CLIENTS)
HNW TEAM (INTERNATIONAL CLIENTS)
UHNW TEAM (SWISS DOMESTIC CLIENTS)
UHNW TEAM (INTERNATIONAL CLIENTS)
FAMILY OFFICE OFFERING
SPECIALIST INTERNATIONAL TEAM
CLIENT INITIATIVE
BEST PRIVATE BANK – CLIENT SERVICE
BEST PRIVATE BANK – INVESTMENT MANAGEMENT PLATFORM
PRIVATE BANK – CUSTOMER FACING DIGITAL CAPABILITIES

Enter any of these awards

INVESTMENT MANAGEMENT CATEGORIES

EXTERNAL ASSET MANAGER
EXTERNAL ASSET MANAGEMENT PLATFORM AND OFFERING
BEST ASSET MANAGEMENT FIRM SERVING FAMILY OFFICES AND PRIVATE BANKS
FUND MANAGER
ALTERNATIVE FUND MANAGER
PRIVATE INVESTMENT OFFICE/MULTI-FAMILY OFFICE
ETF PROVIDER
MARKETING/PR CATEGORIES
BEST MARKETING OR PR CAMPAIGN
PRIVATE CLIENT CATEGORIES
LEGAL TEAM
BOUTIQUE FIRM
INDEPENDENT TRUST OR FIDUCIARY COMPANY
ESTATE PLANNING

Enter any of these awards

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (TECH VENDORS ONLY)

FRONT OFFICE SOLUTION
TRANSACTION PROCESSING SOLUTION
PORTFOLIO MANAGEMENT
CLIENT COMMUNICATIONS
CLIENT REPORTING
COMPLIANCE
CRM SYSTEM
OUTSOURCING SOLUTION
DATA PROVIDER
CLIENT ACCOUNTING
RISK PROFILING SOLUTION
RISK MANAGEMENT
ONBOARDING
INNOVATIVE CLIENT SOLUTION
CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION
INNOVATIVE FINTECH SOLUTION

Enter any of these awards

OTHER WEALTH MANAGEMENT CATEGORIES

WEALTH PLANNING TEAM

Enter any of these awards

LEADERSHIP CATEGORIES

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (INDIVIDUAL)
OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY)
LEADING INDIVIDUAL (BANKER)
LEADING INDIVIDUAL (ADVISOR)
LIFETIME ACHIEVEMENT

Enter any of these awards

Sponsors

Venue

Hotel President Wilson

Address: 47 Quai Wilson, Geneva, 1211, Switzerland

Tickets

Category Sponsors