Overview

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.

Judging

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).

Categories

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

Judges

Trusted Advisor Panel

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 […]

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 […]

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. […]

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 […]

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. […]

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 […]

Justine Markovitz

Chairperson

Withers

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 […]

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 […]

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 […]

Nick Blaydes

Managing Director

EY

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 […]

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 […]

Philippe Bongrand

CEO

FNZ

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 […]

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 […]

Xavier Isaac

CEO

Accuro

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 […]


Private Bankers Panel

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 […]

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 […]

Etienne D'Arenberg

Partner

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 […]

Jean-Christophe Pernollet

CRO

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 […]

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 […]

Laurent Gagnebin

CEO

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 […]

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 […]

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 […]

Niels Bom-Olesen

CEO

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, […]

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 […]

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 […]


Technology Panel

Jürgen Pulm

Head of Private Banking for CPB Services

RBS

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. […]

Mike Toole

Advisor

Various

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 […]

Sharmil Patwa

Founder

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 […]

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 […]

Categories

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

Awards Winners Supplement


About our Sponsors

Headline Sponsor


Category Sponsors


Charity


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

Winners

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

DECALIA

 

External Asset Manager (EAM) Custodian Categories                                                    

 

 

Overall Platform for External Asset Managers

UBP

 

Research Support for External Asset Managers

Morningstar Manager Selection Services

 

Marketing/PR Category                                               

 

 

Marketing Campaign or Team

AW*SWITZERLAND

 

Private Client Categories                                                            

 

 

Legal Team

Schellenberg Wittmer

 

Boutique Firm

VALUEworks

 

Independent Trust or Fiduciary Company

Accuro

 

Estate Planning Advice

Withers

 

Wealth Management Technology Categories (Vendors)                                               

 

 

Front Office Solution

Finantix

 

Transaction Processing Solution

Avaloq

 

Portfolio Management Solution

SS&C Advent

 

Client Communications Solution

Finartis

 

Client Reporting Solution

WIZE by TeamWork

 

Compliance Solution

ERI Bancaire

 

Technology Outsourcing Solution

Lombard Odier

 

Data Provider

Morningstar, Inc.

 

Client Accounting System

FundCount

 

Risk Profiling Solution

Oxford Risk

 

Risk Management Solution

swissQuant Group

 

On-Boarding Solution

Appway

 

Most Innovative Client Solution

New Access

 

Implementation of a Technology Solution

Etops

 

Most Innovative Fintech Solution

id4

 

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

IQ-EQ

 

ESG

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


Winners Interviews


Photographs


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.