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:
For more details about the awards process please contact firstname.lastname@example.org
- Nominations Now Closed
- Finalists and Winners Notified of Their Success - Week of 16th November 2020
- Public Announcement of Winning Companies – 4th February 2021
Trusted Advisor Panel
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 […]
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.
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 […]
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.
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. […]
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.
David Wallace Wilson heads Schellenberg Wittmer’s private wealth team in Geneva and is regarded as a leading practitioner in this field. He is listed Tier 1 by Chambers and Partners HNW […]
David Wallace Wilson heads Schellenberg Wittmer’s private wealth team in Geneva and is regarded as a leading practitioner in this field. He is listed Tier 1 by Chambers and Partners HNW since 2015 and appears in the Private Client Global Elite since 2012. David assists private clients and their families with wealth structuring and succession planning. He also acts in family, guardianship and inheritance disputes, including domestic and international litigation. His particular expertise includes the (future) Swiss trust, relocating to Switzerland, art transactions and defending clients against automatic exchange of information (CRS). David is the founder of www.trusts.ch, the leading website on trusts in Switzerland, served as the chairman of STEP Geneva as well as an editor of the Trust Quarterly Review.
Dr Ariel Sergio Davidoff
Partner and board member of successful companies
Ariel is a self-employed Partner at Swiss law firm LINDEMANNLAW looking after the legal requirements of international and Swiss UHNWI entrepreneurs, their companies and families. His clients are from the […]
Ariel is a self-employed Partner at Swiss law firm LINDEMANNLAW looking after the legal requirements of international and Swiss UHNWI entrepreneurs, their companies and families. His clients are from the US and UK, Switzerland, Monaco, Poland and Czech Republic. His expertise inter alia comprises M&A, corporate structuring, regulatory advice, relocation, real estate, succession planning, charity etc. He is on the board of successful Swiss, EU and UK companies.
His industry exposure is in energy, solar, water, fertilizer, wealth and asset management, banking, trust, finance instruments including NFT. Beside a doctorate of business administration, Ariel holds an MBA from Rochester NY and an LL.M. of the University of Zurich. He is a STEP, IFA and IISS member.
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 […]
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.
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 […]
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.
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 […]
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.
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 […]
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.
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 […]
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.
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 […]
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.
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 […]
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.
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 […]
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.
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 […]
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 whilst supporting their positive contribution to the world.
I am the treasurer of the Swiss Philanthropy Foundation, an independent hosting foundation based in Switzerland encouraging charitable giving by creating and managing philanthropic funds. I also sit on the board 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 concerning sustainable 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 Vice-President of the Swiss Association of Trust Companies.
I speak French, English, Spanish and Dutch.
Private Bankers Panel
Group Managing Director
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 […]
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.
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 […]
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.
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 […]
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.
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 […]
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.
Laurence Mandrile Aguirre
Citi Private Bank
Laurence is General Market Manager (GMM) for Citi Private Bank Switzerland and Monaco. Based in Geneva since 2019, she is responsible for the Swiss onshore market, servicing UHNW and family […]
Laurence is General Market Manager (GMM) for Citi Private Bank Switzerland and Monaco.
Based in Geneva since 2019, she is responsible for the Swiss onshore market, servicing UHNW and family offices based in Switzerland. She is a member of the Private Bank’s EMEA Leadership Team and represents the Private Bank on Citi’s Swiss Senior Management Committee. She sits on various governance committees and supervises the Private Bank’s Swiss-based teams addressing clients in regions such as the Middle East and Latin America.
Laurence joined Citi in Monaco in 1998. She has also held leadership positions in London and
Geneva, serving clients throughout EMEA. She developed a specialization in family office portfolio matters, with focus on capital markets and alternative investments.
Prior to her current role, Laurence was Head of Investments for the UK, leading a team of
advisory professionals in London. Previously, she was a senior Investment Counsellor in Monaco, where she also served as a board member of Citi’s local legal entity.
Laurence has a passion for sustainability and impact investing, actively contributing to the
development of our ESG platform. She assists in Citi’s talent development within the Private
Bank’s women and EMEA graduates networks.
Among her personal interests are chess, scuba diving and running.
Laurence holds a postgraduate degree in financial engineering and a master’s in economics.
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 […]
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.
Managing Director & Head of Asset Management
Tameo Investment Fund Solutions
Mathieu serves as CEO for Tameo Investment Fund Solutions, a leading Swiss impact investing specialist, advising funds, managers and investors. Tameo assumes responsibility for the portfolio oversight, policy functions and […]
Mathieu serves as CEO for Tameo Investment Fund Solutions, a leading Swiss impact investing specialist, advising funds, managers and investors. Tameo assumes responsibility for the portfolio oversight, policy functions and ESG & impact reporting of the Swiss Investment Fund for Emerging Markets (1Bn CHF).
Prior to this position, he was CEO at Geneva Management Group, a FINMA regulated, award winning, asset manager and multi-family office, founded in Switzerland in 2000.
Mathieu started his career in investment banking where he ran BNP Paribas’s gold derivatives trading activities globally. He then served as Head of Trading for MKS, one of the leading precious metals trading and refining companies.
He holds two MSc degrees in Mathematics and a certificate in ESG Investing from the CFA Institute.
Mathieu has a proven track record of creating and growing new businesses, from startups to standalone business lines in large groups, with a special interest and focus on sustainability and impact investments.
Combining both an in-depth knowledge of marketing strategy and business development, Matthew has sat on senior management teams and led significant business growth. His deep experience with HNW/UHNW clients, knowledge […]
Combining both an in-depth knowledge of marketing strategy and business development, Matthew has sat on senior management teams and led significant business growth. His deep experience with HNW/UHNW clients, knowledge of wealth management and expertise in marketing strategy to improve brand awareness, client experience and business development are extensive. Until recently he was Managing Director, Head of Business Development & Marketing at Close Brothers Asset Management having previously held senior management positions at Deutsche Bank, Coutts and Credit Suisse.
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, […]
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.
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 […]
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.
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 […]
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.
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. […]
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.
Elterwater Consulting Ltd
Mike is advisor to families, venture capital houses, start-up and growth business (as Board Adviser/NED). He is an investor, Co-Founder and formerly group chief operating officer of wealth manager and […]
Mike is advisor to families, venture capital houses, start-up and growth business (as Board Adviser/NED). He is an investor, Co-Founder and formerly group chief operating officer of wealth manager and multi-family office Artorius. Mike was the architect behind the model that delivers a multi-jurisdictional client-centric wealth-planning proposition. Mike was previously a partner at accountancy firms RSM and Baker Tilly. 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.
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 […]
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.
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 […]
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.
CategoriesThe submission process for the The Eighth Annual WealthBriefing Swiss Awards 2021 is now unfortunately closed. For any questions, please contact email@example.com
About our Sponsors
ProFundCom helps financial institutions raise and preserve AuM using digital marketing analytics. ProFundCom has been built using expertise and best practice from within the financial services industry. Our marketing analytics focus solely on the asset/investment management space and offer an integrated solution across all digital properties. We understand email/web traffic patterns of investment management clients and how you can leverage these behaviours.
smartKYC’s AI software is used by banks to automate customer due diligence whether for remediation, onboarding, refresh or continuous monitoring; our technology drives faster, better, and more cost- effective KYC at every stage of the relationship – liberating human effort to focus on decision-making rather than laborious screening and research. smartKYC integrates all relevant KYC sources - external watchlists, media archives, open web search, private company data, internal blacklists and, like a human, it reads everything and extracts useful intelligence in the form of facts. smartKYC presents facts about risks like adverse media, but also provides insights into information like source of wealth, network risk and even ESG misdemeanours. Sophisticated hit scoring maximises relevance and minimises false positives. All of this is done at speed and at scale and, as such, straight through processing opportunities become obvious. In refresh or continuous monitoring mode, smartKYC watches only for net new risks as they emerge and never repeats what is already known.
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.
Private Banking Categories
Domestic Private Bank
Foreign Private Bank
BNP Paribas (Suisse)
HNW Team (Swiss Domestic Clients)
Rothschild & Co Wealth Management
HNW Team (International Clients)
UHNW Team (Swiss Domestic Clients)
UHNW Team (International Clients)
Family Office Offering
Specialist International Team
Mirabaud & Cie
Banque Paris Bertrand
Investment Management Platform
Deutsche Bank (Switzerland)
Best Customer Facing Digital Capabilities
Internal Communications Initiative or Team
Rothschild & Co Wealth Management
Corporate Strategy Implementation
CA Indosuez (Switzerland)
Investment Management Categories
Geneva Management Group
Alternative Fund Manager
Private Investment Office/Multi-Family Office
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 Campaign or Team
Private Client Categories
Independent Trust or Fiduciary Company
Estate Planning Advice
Wealth Management Technology Categories (Vendors)
Front Office Solution
Transaction Processing Solution
Portfolio Management Solution
Client Communications Solution
Client Reporting Solution
WIZE by TeamWork
Technology Outsourcing Solution
Client Accounting System
Risk Profiling Solution
Risk Management Solution
Most Innovative Client Solution
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
Wealth Planning Team
BNP Paribas (Suisse)
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.