A warm welcome to the Eighth Annual WealthBriefing Swiss Awards 2021.

Conducted by expert panels drawn from both private banks and trusted advisors/consultants to the sector, independence, integrity and genuine insight are as always the watchwords of the judging process

Winning a 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.


There are three judging panels for the awards. A panel of trusted advisors who will be responsible for judging the family office and private banking categories. A second panel of family office and banking professionals will judge the trusted advisor categories and a third panel dedicated to judging the technology section. This is to ensure that commercially sensitive information is kept confidential and to avoid conflicts of interest.

A selection of our judges have shared their top tips for an outstanding submission (please click on image to view).


In 2021 we are making additions to the categories:

• Best Zurich-Based Private Bank.
• Swiss Private Bank Internal Communications.
• Swiss Private Bank Compliance Team.
• Private Bank Implementation of a Corporate Strategy.
• Fixed Income Investment Strategy.
• Equity-based Investment Strategy.
• Emerging Markets Strategy.

A complete list of all the available categories can be found under the categories tab, where you will be able to complete the form detailing your submission. 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.

We very much look forward to you joining the process and to welcoming you to celebrate your success in 2021!

For further information on sponsorship opportunities please see the link below:

Media Pack

For more details about the awards process please contact rachel.fokes@clearviewpublishing.com

Key Dates

  • Nominations Now Closed
  • Finalists and Winners Notified of Their Success – Week of 16th November 2020
  • Public Announcement of Winning Companies – 4th February 2021


There are three judging panels for the awards. A panel of trusted advisors who will be responsible for judging the family office and private banking categories. A second panel of family office and banking professionals will judge the trusted advisor categories and a third panel dedicated to judging the technology section. This is to ensure that commercially sensitive information is kept confidential and to avoid conflicts of interest.

Trusted Advisor Panel

Nick Blaydes

Managing Director


Nick Blaydes has 25 years’ experience in corporate finance, with a focus on the financial services sector. Nick is a partner at EY where he leads the financial services corporate finance team in Switzerland. He has an extensive track record in advising clients in the wealth management industry on a variety of strategic development areas, including strategic options analysis, M&A, market entry strategies and co-operations, as well as on valuation and corporate finance issues. Nick is a dual British-Swiss national and is fluent in English and German. He is a graduate of Oxford University and of London School of Economics.

Philippe Bongrand



Philippe is the CEO of FNZ for Switzerland and Private Banking. FNZ is a global leading tech company offering IT & Operations outsourcing services to financial institutions allowing them to leverage the scale of a 1.5 Trio AUM platform and be able to focus exclusively on their key differentiation activities. Prior to his current role, Philippe advised both wealthy individuals on leaving a legacy as well as Wealth Managers. He headed the Wealth & Asset Management practice of leading consulting firms where he advised global, regional or domestic leaders on all continents and in both offshore and/or onshore markets - seeking to improve their competitive position and economics. He also had operational roles in strategy, business development, sales management and digital, notably at UBS Weath Management.

Cecile Civiale Vuillier

CEO, Group Head of Private Client

Trustconsult Group S.A

Cécile is the CEO for Trustconsult in Switzerland as well as Head of Private Client for the Trustconsult Group. She has an extensive wealth & estate planning career, earning a solid reputation for her work on international trust & foundation. Her experience includes managing complex & sophisticated trust and corporate structures for private and corporate clients located around the globe, including Latin America and Asia but more specifically in the Middle East.

Cecile is chairing the Wealth Management & Estate Planning focus Group of XLNC, she is also an active member of several significant professional bodies including The International Bar Association (IBA) and The International Tax Planning Association (ITPA). Former Chairwoman of the STEP branch in Geneva and also Former Chairwoman of the STEP Swiss & Liechtenstein Federation, acknowledged as a "prominent figure in the Leading Trustees" category of CityWealth Leaders List. Cécile has also been a presiding judge for the STEP Private Client Awards and for WealthBriefing Awards Switzerland & Liechtenstein for many years.

Cécile has qualifications in company law and practice, tax compliance, international trust
management, trust administration and accounts, and trust creation.

Dr Ariel Sergio Davidoff

Partner and board member of successful companies

Lindemann Rechtsanwälte

Ariel is a self-employed Partner of LINDEMANNLAW, a Swiss law firm, looking after the legal requirements of international and Swiss entrepreneurs, multi-national firms as well as advising on regulatory law. Ariel is active in Switzerland, UK, Monaco, and Eastern Europe. He is on the board of a number of successful companies in Switzerland and the UK, Germany and Holland. The industries comprise solar, water, fertilizer, wealth and asset management, banking, trust, venture capital, M&A and IT.

Beside a doctorate of business administration, he holds an MBA from Rochester NY and an LL.M. from University of Zurich. He is a member of STEP, ITPA, IISS and IFA.“

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 30 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.

Xavier Isaac



I am a co-founder and CEO of Accuro Group. In 2017 I led the management buyout that galvanized
Accuro as the independent, values-driven and award-winning business it is today.
I drive our international strategy, mission and vision. I am also advising clients on estate planning,
taxation, philanthropy and trusts, with the objectives of protecting their families and their wealth whilstsupporting their positive contribution to the world.
I am the treasurer of the Swiss Philanthropy Foundation, an independent hosting foundation based inSwitzerland encouraging charitable giving by creating and managing philanthropic funds. I also sit on theboard of the Fondation Pacifique, a Swiss foundation whose missions are to promote greater
understanding of human impact on the oceans and to raise awareness of related issues concerningsustainable development.
My qualifications include a master’s degree in Law from Catholic University of Louvain (Belgium), Magna Cum Laude. I was awarded a European Community Scholarship at University Complutense of Madrid
(Spain). I am also a Member of the Society of Trust and Estate Practitioners (TEP) and a former VicePresident of the Swiss Association of Trust Companies.
I am an enthusiastic knight of the “Confrérie des Chevaliers du Tastevin” in Burgundy, a keen skier and love to spend time in the Swiss mountains with my family. I speak French, English, Spanish and Dutch.

Justine Markovitz



Justine Markovitz is global chairperson of Withers. She joined the firm in 1999, and in 2005 moved to Switzerland to open and head 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

Senior Partner

Rawlinson & Hunter

Andrew is Senior Partner of the Swiss firm, leading both the Zurich and Geneva offices and having responsibility for the oversight of the Swiss firm’s trust, corporate administration, accounting and audit services.

Andrew is a bilingual private client and corporate services partner with 25 years Swiss and international experience at board, trustee and audit committee level on trusts, foundations, companies, family offices and not-for-profit entities. He specialises in both private client and corporate services, including estate planning and the establishment and ongoing administration of complex international trust and foundation structures, private trust companies and purpose trusts. In addition to being trustee on family trusts, Andrew undertakes the accounting and auditing of trusts and underlying entities for other trustees and family offices.

Andrew is a Chartered Accountant (Institute of Chartered Accountants of Scotland), an authorised “expert-auditor” in Switzerland, a qualified Trust and Estate Practitioner (TEP) and holds an MBA.

Andrew sits on several industry leading boards and committees at the Society of Trust and Estate Practitioners (STEP), the Swiss Association of Trust Companies (SATC) and the International Federation of Red Cross and Red Crescent Societies (IFRC). He is currently Chair of the Swiss and Liechtenstein STEP Federation (2018-present), is Treasurer and Committee member of both STEP Geneva (2010-present) and the Swiss Association of Trust Companies (2018-present), is a member of the STEP Worldwide Governance Committee (2021-present) and is the Vice Chair of the Audit and Risk Commission of the International Federation of Red Cross and Red Crescent Societies (2009- present). Previously, he was member of STEP Worldwide Professional Standards Committee (2013-2020). Andrew is fluent in English and French, and is a dual British-Swiss national.

He is a regular speaker at conferences and training courses and publisher of articles, and he has been called upon to provide expert evidence to Court in the area of private client financial statements and business analysis.

Mark Miles

Partner, 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


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


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 marks twenty-two years of exceptional, independent M&A and corporate finance advisory service. Originally focused on executing M&A transactions in the global financial services industry, as the industry developed and private banks recognised the need to offer their clients more specialist corporate finance advice, Millenium Associates launched their Entrepreneurs and
Corporates Practice, extending their M&A and corporate finance services to the clients of private
banks as well as corporates and entrepreneurial business owners globally.
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.

Dr Marcel Tschanz

Partner, PricewaterhouseCoopers Advisory Services



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


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

Niels Bom-Olesen


Hyposwiss Private Bank Genève SA

Niels Bom-Olesen is the CEO of Hyposwiss Private Bank in Geneva, a family owned private Swiss bank. An economist (Canterbury, UK 1983) and banker (DK Bankers Association 1987) by training, he started his career by working for Crocker National Bank, a major US bank in San Francisco before moving to Nordea Bank in 1986, first in Copenhagen and subsequently in Geneva. In 1992 he joined Credit Suisse and led the UK International private banking team for almost 20 years before joining Hyposwiss in 2012 where he was appointed CEO in June 2014. An avid cyclist and golfer, he also enjoys taking time out with his family in Switzerland and Denmark.

Tom Burroughes

Group Editor

ClearView Financial Media

Tom Burroughes is group editor of ClearView Financial Media, publisher of WealthBriefing, WealthBriefingAsia and Family Wealth Report. Tom has worked at ClearView since 2008, reporting on news stories, interviewing industry leaders, writing features and comment pieces, and has spoken at conferences in London, Guernsey and Vienna, among other locations. He has discussed the industry’s issues on Reuters television and the BBC. Previously, Tom was wealth management editor of The Business, the weekly UK magazine run by the Telegraph Group, from 2007 to 2008. Before that, he was a correspondent in various roles at Reuters, the global newswire. Between 1994 and 2000, he was a reporter for Market News International, a New York-headquartered newswire.

Etienne D'Arenberg


Bank Mirabaud

Etienne d’Arenberg, born 1967, is a Limited Partner at Mirabaud since 2011. He joined the group in 1999 and has developed a very significant portfolio of private clients, including large families and entrepreneurs, who learnt to appreciate his strong investment convictions, his holistic approach to assessing their environment, and his very close attention to their needs.

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. In 2019, in the context of Brexit, Etienne moved to the UK to follow more closely the development of the UK political, legal and tax environment.

Starting his career at the Compagnie Générale des Eaux, one of the world's largest utilities at the time, Etienne joined in 1995 Creditanstalt Investment Bank (CAIB) in Vienna as a Managing Director focusing on CEE countries and in charge of the group wide asset management and of the private equity departments.

Etienne d’Arenberg sits on or chairs several charity boards, most notably linked to music, in Switzerland, Europe and United Kingdom and sits on the board of his own family's Family Office. He holds a MSc (Mgt) from Boston University and graduated from the Hotel Management School of Lausanne. He speaks fluently French, English, German and Italian and has a fair knowledge of Spanish and Dutch.

Laurent Gagnebin


Rothschild & Co

Laurent started his career at Rothschild & Co in 2011 as head of the Geneva office. He was later appointed as head of private clients Swiss onshore & Iberia and was made chief executive officer of Rothschild & Co Bank on 1 June 2016. He became global partner of Rothschild & Co in 2017.

Laurent joined Rothschild from Investec Bank, Geneva where he was senior private banker and head of the Geneva office successfully building a new business that provided tailored solutions to private clients. Prior to Investec, Laurent was executive director at Goldman Sachs, Geneva where he focussed primarily on entrepreneurs in technology and financial services.

Arnaud Leclercq

Group Managing Director

Lombard Odier

Arnaud Leclercq is partner of Lombard Odier Group, group managing director and responsible since 2006 of the New Markets, including the Middle East, Turkey and Eastern Countries.

He completed law studies, holds an MBA from HEC Paris and is a graduate of Harvard Business School. He began his career as a lawyer specializing in M&A in emerging countries before an entrepreneurial venture in Moscow.
Arnaud Leclercq consolidates 25 years of growing business experience within emerging markets where he lived and still often travels to. Prior to Lombard Odier, he was a managing director of Credit Suisse.

Laurence Mandrile Aguirre

Managing Director

Citi Private Bank

Laurence Mandrile Aguirre is a Managing Director at Citi Private Bank. She is currently the General Market Manager (GMM) for Citi Private Bank in Switzerland and Monaco. She started this role in August 2019 and is based in Geneva. Laurence is responsible for the team covering UHNW and family offices based in Switzerland.

Before being a GMM, Laurence was the head of investment counselling team for the UK region based in London. She was managing the UK team of investment professionals who were providing active and relevant advice to clients. She was also responsible for covering key clients, especially family offices in EMEA.

Prior to London, Laurence was a senior investment counsellor for seven years based in Monaco focused on covering key clients in EMEA from several regions including Israel, UK, Monaco. She developed a coverage expertise for sophisticated family offices. She was also a board member of the Citi office.

From 2004 and 2007 Laurence was the Team Leader of the team providing opportunistic ideas to CPB clients across Equity, Fixed Income and derivatives.

Jean-Christophe Pernollet


Edmond de Rothschild Group

JCP has over 25 years of working experience in finance and management in Switzerland, France and the United States. He is the chief risk officer of the Edmond de Rothschild Group. Earlier in his career he was the partner in charge of the Geneva office of PricewaterhouseCoopers and then chief financial officer of EFG International. He is a graduate from IEP and EDHEC and has completed the Columbia Business School Senior Executive Programme.

Mathieu Saint-Cyr

Managing Director & Head of Asset Management

Geneva Management Group

Mathieu is the Geneva Management Group’s CEO and oversees the company’s operations and business activities globally. He is Chairman of the Board for Wecan Tokenize, a blockchain solutions provider, and co-founder of the Geneva Fintech Association. Mathieu was previously Head of Trading at MKS, one of the leading precious metals trading and refining companies. Before this position, Mathieu was running BNP Paribas’s gold derivatives trading activities globally. He holds two MSc degrees in Fundamental Mathematics and Financial Mathematics.

Matthew Spencer

Head of Business Development and Marketing

Close Brothers Asset Management

Matthew is a highly effective leader of business development teams with unique experience of managing external and internal growth strategies across brands nationally and internationally. He is managing director, head of business development and marketing at Close Brothers and a member of the management committee. He has extensive experience at executive level developing and implementing strategy whilst personally leading new business growth. Matthew has previously held senior positions at Deutsche Bank, Coutts and Credit Suisse.

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.

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.

Technology Panel

Sharmil Patwa


Opus Una

Sharmil is the founder of Opus Una a consultancy started in 2011 to help participants in the wealth management ecosystem build better products and services and to manage business change more effectively. Prior to this, he held senior business transformation and risk roles at Barclays Wealth and Deutsche Bank. He started his career at Accenture focusing on strategy and business architecture.

Sharmil is highly active in the fintech space and is particularly passionate about supporting early stage companies. He is a mentor/advisor to a number of high potential start-up and early stage firms; a strategic adviser to The Wealth Mosaic, the Global Digital Marketplace for the Wealth Management Sector and on the judging panel of the Financial Times, PWM Wealth Tech Awards.

Jürgen Pulm

Head of Private Banking for CPB Services


Jürgen Pulm is the CDIO for the Wealth business. In this role, he is responsible to ensure we have the technology and infrastructure in place to support our client propositions. He is also the CEO of NatWest Services (Switzerland) Ltd. Jürgen has been Head of Private Banking Services since the end of 2014 overseeing IT, banking operations and change management for the NatWest Group Wealth business. Previous positions include being the Chief Technology Officer of the Wealth Management Division and Head of Technology Trends and Mobile at NatWest Group. Prior to that, Jürgen served as Chief Operating Officer of the Wealth Management Division of NatWest Group as well as deputy head of the management team at its Swiss branch. Before joining the bank in 2006, he served as CIO at Julius Bär Group.

Wendy Spires

Head of Research

ClearView Financial Media

Wendy has been a wealth management journalist, researcher and consultant for a decade, covering a huge range of international markets and sub-sectors over that time. Known as a technology and communications specialist, she has written an array of in-depth reports on issues affecting private banks and wealth managers, ranging from compliance and innovation trends through to client experience, branding and marketing strategies. As well as speaking at conferences in both the UK and abroad, Wendy also regularly consults for wealth and asset managers, including carrying out research projects among end H/UHNW clients for both internal and external purposes.

Mike Toole



Mike is currently advisor to venture capital houses and families. He is an investor, Co-Founder and formerly group chief operating officer of Artorius, a wealth manager that has shown strong growth since its inception in 2014.</span> Mike has been the architect behind a model that delivers a multi-jurisdictional client-centric wealth-planning proposition underpinned by a strong governance infrastructure. Mike was previously a partner at accountancy firms RSM and Baker Tilly, where he was group operations director for the financial management and investment businesses. Prior to this he has years’ experience in financial services and banking with KPMG, Santander and UK mutual societies. He also helped found a Saudi family office and managed a substantial private equity portfolio


The submission process for the The Eighth Annual WealthBriefing Swiss Awards 2021 is now unfortunately closed.

For any questions, please contact rachel.fokes@clearviewpublishing.com

About our Sponsors

Headline Sponsor

Category Sponsors


We are an education charity supporting pupils from disadvantaged backgrounds to achieve a meaningful level of academic attainment, helping them to progress to further education, employment or training.

Cure Alzheimer’s Fund was established in 2004 to fund targeted research with the highest probability of slowing, stopping or reversing Alzheimer’s disease through venture based philanthropy. All organizational expenses are paid for by the Founders and Board, allowing all other contributions to be applied directly to Alzheimer’s Disease research. Our foundational research is focused on identifying all the genes and gene mutations that are linked to Alzheimer’s Disease.

Our values are deeply ingrained in the School. When they opened the school’s doors in 1968, our founding trustees envisioned a new and progressive institution, embedded within the real-world environment of a working hospital. They called for the levels of passion, inquiry, dedication, knowledge, leadership, and innovation for which the School is renowned.

Today, we train nearly 2,000 students and postdoctoral fellows each year, with several thousand faculty members in numerous clinical and basic science departments, multidisciplinary institutes and centers. Our NIH funding is among the highest nationwide. We have built inspirational leadership, a comprehensive infrastructure, strategic affiliates, and a solid support system, as we train health care leaders for the 21st century amid the vibrant and diverse city of New York.

Nerve Tumours UK provides support and information, as well as campaigns and raises awareness on behalf of over 26,500 people in the UK who have Neurofibromatosis (NF1 and NF2) and Schwannomatosis. We’re here to improve lives for people with nerve tumours, by making sure those affected have access to the help they require.

Here is a selection of some of our global charity partners that we supported through our previous awards programs.

Winners Interviews


Private Banking Categories                                                        

Domestic Private Bank

Lombard Odier


Foreign Private Bank

BNP Paribas (Suisse)


HNW Team (Swiss Domestic Clients)

Rothschild & Co Wealth Management


HNW Team (International Clients)

REYL Group


UHNW Team (Swiss Domestic Clients)

Lombard Odier


UHNW Team (International Clients)

Citibank Switzerland


Family Office Offering

Citibank Switzerland


Specialist International Team

Mirabaud & Cie


Client Initiative

Capitalium Advisors


Client Service

Banque Paris Bertrand


Investment Management Platform

Societe Generale


Credit Provider

Deutsche Bank (Switzerland)


Best Customer Facing Digital Capabilities

Citibank Switzerland


Internal Communications Initiative or Team

Rothschild & Co Wealth Management


Corporate Strategy Implementation

CA Indosuez (Switzerland)


Investment Management Categories                                                     



Fund Manager

Geneva Management Group


Alternative Fund Manager

Syz Capital


Private Investment Office/Multi-Family Office

Stonehage Fleming


ETF Provider

Lyxor ETF


FX Solution Provider

CA Indosuez (Switzerland)


Equity-Based Investment Strategy



External Asset Manager (EAM) Custodian Categories                                                    



Overall Platform for External Asset Managers



Research Support for External Asset Managers

Morningstar Manager Selection Services


Marketing/PR Category                                               



Marketing Campaign or Team



Private Client Categories                                                            



Legal Team

Schellenberg Wittmer


Boutique Firm



Independent Trust or Fiduciary Company



Estate Planning Advice



Wealth Management Technology Categories (Vendors)                                               



Front Office Solution



Transaction Processing Solution



Portfolio Management Solution

SS&C Advent


Client Communications Solution



Client Reporting Solution

WIZE by TeamWork


Compliance Solution

ERI Bancaire


Technology Outsourcing Solution

Lombard Odier


Data Provider

Morningstar, Inc.


Client Accounting System



Risk Profiling Solution

Oxford Risk


Risk Management Solution

swissQuant Group


On-Boarding Solution



Most Innovative Client Solution

New Access


Implementation of a Technology Solution



Most Innovative Fintech Solution



Wealth Management Technology Categories (In-House Solutions)                                                          


Most Innovative Solution (in-house)

Geneva Management Group


Most Innovative Solution Trust Company

JTC Private Office


Specialist Wealth-Management Categories                                                        


Corporate Social Responsibility/Diversity Programme

Geneva Management Group


Wealth Management Executive Search Firm

Lexton Stanley


Wealth Planning Team




Lombard Odier


Impact Investing

BNP Paribas (Suisse)


Leadership Categories                                                  


Women in Wealth Management (Individual Contribution)

Geneva Management Group – Kerstin Engler


Women in Wealth Management (Company Contribution)

Summit Trust International


Outstanding Contribution to Wealth Management Thought Leadership (Individual)

VALUEworks  – Kecia Barkawi


Outstanding Contribution to Wealth Management Thought Leadership (Company)

Summit Trust International


Leading Individual (Advisor)

VALUEworks  – Kecia Barkawi


Frequently Asked Questions

Q) Do I/my firm need to be a subscriber to WealthBriefing?

A) No, this program is open to all relevant firms.

Q) Is there any upfront cost to enter?

A) No, there is no upfront cost to enter, but you will be offered to acquire a winner’s package should you be successful. This includes the option of tickets to attend the annual celebratory Awards Gala Dinner in Geneva if it can take place. It is our intention to hold an awards ceremony and we will ensure that the prevailing covid-19 regulations are observed to make it a safe and special event.

Q) Is the process open to firms that are not active within the Swiss region?

A) The judges will only consider submissions from firms that are active in the region. Please see here an overview of our global awards programmes.

Q) How do you ensure that the judging process is independent and impartial?

A) To avoid any conflict of interest we have three judging panels. One panel of bankers who judges the trusted advisor categories. Another panel of trusted advisors who are responsible for judging the banking categories and finally a panel of experts to judge the technology categories.

Q) Can you assure me that any details that I submit will be treated with confidentiality.

A) We collect your details and only share submissions with the judges’ team responsible for judging those particular categories. We ensure that there is no conflict of interest with the judges’ team before sharing entrants’ details. All our judges have signed a Non-Disclosure Agreement (NDA).

Q) My submission is likely to be longer than the 1000-word max limit. Would this disadvantage me?

A) We have set the limit out of respect to the judges and we are keen to maintain this to ensure that there is a level playing field between competing submissions.

Headline Sponsor

Category Sponsors