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 2021
  • Public Announcement of Winning Companies – 4th February 2021

Judges

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

EY

Nick Blaydes has 20 years’ investment banking experience and has worked exclusively on transactions in the financial services sector for more than a decade. Nick is head of EY’s financial services transactions team for Switzerland and leads the European M&A team for clients in the wealth management sector. Nick has an extensive track record in advising clients in the financial services industry on a variety of strategic development areas, including strategic options analysis, M&A, portfolio transactions, market entry strategies and co-operations, as well as on valuation and corporate finance issues.

Philippe Bongrand

Senior Partner

Legacy

Philippe advises wealthy individuals on leaving a legacy that will last forever. He builds on his experience in wealth management as well as his strategy consulting and marketing skills. Prior to founding LEGACY, Philippe headed the Wealth & Asset Management practice within a leading consulting firm where he advised clients on growth and digital strategies as well as transformation plans. He has worked with more than 50 clients - 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 the industry, in particular having led functions such as strategy, business development, sales management, sales force effectiveness and marketing.

Cecile Civiale Vuillier

Head of Private Client

Trustconsult Group S.A

Cecile has enjoyed a varied career working with small and large trust companies alike, earning a solid reputation for her work on international trust & foundation administration/corporate services. Prior to moving to Geneva she worked in the UK and France before relocating to Switzerland to head up a trust company. Cecile is a member of several significant professional bodies including The International Tax Planning Association, and the Association of International Business Lawyers. She is former co-chair of the Swiss & Liechtenstein STEP Federation and has qualifications in company law and practice, international trust management, trust administration and accounts, and trust creation.

James Day

Managing Director

Peritus Investment Consultancy

James is founder and managing director of Peritus Investment Consultancy, established to provide impartial guidance to private clients, family offices and trustees. The company’s expertise encompasses investment profiling, strategic and tactical asset allocation, extensive manager research, manager selection and ongoing consolidated reporting and monitoring. James draws on 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.

Dr Ariel Sergio Goekmen-Davidoff

Partner

Lindemann Rechtsanwälte

Ariel is a Partner of Lindemann Law, a Swiss boutique law firm, focusing on capital market law, entrepreneurs and wealthy families. Ariel is active in Switzerland, UK, Monaco, and Eastern Europe as well as Russia. He currently is on the board of wealth management firms, a trust company, private equity and an M&A firm and others, like several non for profit companies and charities. In his career, Ariel was a banker up to CEO Level and has accumulated a wealth of experience in the financial industry since 1983.
Ariel creates value both by understanding risk management, finance as well as business development and impresses with his problem solving capabilities and wide professional network.
Beside a doctorate, 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.
He contributes regularly to articles and books and is a regular speaker at conferences

Xavier Isaac

CEO

Accuro

Xavier Isaac is CEO of Accuro, the award winning multi-jurisdictional Trust & Family Office business, and as such he is a principal driver of the Group vision and strategy.

Xavier gained over 20 years of experience in various senior management positions at ABN AMRO Bank and Trust in Luxembourg, Geneva and Jersey prior to joining Investec in 2005. He was instrumental in the launch of Accuro in May 2017 following the successful completion of the management buyout of the Salamanca Trust Group, formally known as Investec Trust.

Originally from Belgium, Xavier graduated magna cum laude in law from the Catholic University of Louvain. He served as the inaugural Vice-President of the Swiss Association of Trust Companies (SATC). He is also a member of the Society of Trust and Estate Practitioners (STEP) and was a Presiding Judge for the STEP Private Client Awards in 2018 and 2019. Xavier is a regular speaker at conferences organized by STEP, SATC, Academy & Finance and Transcontinental Trust.

Since February 2016, Xavier has been the treasurer and President of the Financial Committee of the Swiss Philanthropy Foundation.

In the 2019 and 2020 edition of “Who’s Who Legal Switzerland”, Xavier is listed in top 3 most highly regarded trust and advisory practitioners and is noted by peers and client alike as: “a distinguished expert in the field who demonstrates deep and varied knowledge of the market. He is recognised for the expert advice he delivers to clients on high-stakes and high-value trust and wealth management”.

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 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

Managing Director

Rhône Trustees

Andrew is a trustee for various UHNW and HNW families, and also specialises in the accounting and auditing of trust and corporate structures. Andrew is a UK qualified chartered accountant, and is a registered auditor in Switzerland, the UK and Ireland. He is treasurer and a committee member of STEP Geneva, and also sits on the STEP Worldwide professional standards committee. He is also a long-standing member of the audit and risk committee of the International Federation of Red Cross and Red Crescent Societies.

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

Wealthcoaching.ch

Osmond Plummer, is a Geneva-based wealth management expert active internationally as a trainer, coach and adviser of wealth management professionals. He is a senior lecturer in finance at the London Institute of Banking & Finance and visiting faculty at EU Business School in Geneva. Osmond worked in private banking in Guernsey, Hong Kong and Dubai prior to moving to Geneva in 1999. The Swiss correspondent for WealthBriefing and the founder of www.wealthcoaching.ch, Osy holds an MBA from Warwick University Business School and PGCHE in Banking & Finance. He is a fellow of the Chartered Institute of Bankers.

Ray Soudah

Chairman and Founding Partner

MilleniumAssociates

Ray Soudah is the founding partner and chairman of MilleniumAssociates, the independent international M&A and corporate finance advisory firm, based in Switzerland and the UK. Founded in 2000, the firm originally focused on the financial services industry, however in recent years it has built on this M&A expertise and experience and established an additional entrepreneurs and corporates practic.

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

Dr Marcel Tschanz

Partner, PricewaterhouseCoopers Advisory Services

PwC

 

Dr. Marcel Tschanz has over 20 years of professional experience that embraces a record of leading large multi-cultural teams in international environments and of managing complex long-term projects. Over this period he has worked in several financial serviced firms with P&L responsibilities in global wealth management organisations. In his last assignment Marcel headed VP Bank (Switzerland) AG as its CEO. Marcel has developed and implemented new service and business models and led the implementation of sustainable cultural change programmes.  His current role as partner at PwC means he is responsible for WM strategy consulting and services for several large global private banks.

David Wilson

Partner

Schellenberg Wittmer

David Wallace Wilson is a partner in Schellenberg Wittmer’s private client & estates practice in Switzerland. He advises individuals domestically and internationally on all aspects of wealth structures and tax planning for their personal and business assets. He is specialised in matrimonial and inheritance issues including succession vehicles. David also administers cross-border estates and acts in family disputes including mediation. His additional areas of expertise include anti-money laundering (AML) and art law. David currently acts as chairman of STEP Geneva and is the founder of the leading website on trusts in Switzerland (www.trusts.ch).

Private Bankers Panel

Niels Bom-Olesen

CEO

Hyposwiss Banque Privee

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

Partner

Bank Mirabaud

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

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

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 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

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 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 serves as Managing Director for Geneva Management Group, heading the Asset Management and Fintech Solutions divisions. 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. Prior to 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

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 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

RBS

Jürgen has been head of private banking services at RBS since the end of 2014. In this role, he oversees IT, banking operations and change management for the RBS private banking entities and is also the CEO of RBS Services (Switzerland).

Previous roles include being the chief technology officer of the wealth management division of RBS, and head of technology trends and mobile at RBS Group.

Prior to that, Jürgen served as chief operating officer of the wealth management division of RBS, as well as deputy head of the management team at its Swiss branch. Before joining the RBS Group 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

Chief Operating Officer

Artorius Wealth

Mike is group chief operating officer and one of the founders of Artorius, a wealth manager that has shown strong growth since its inception in 2014. Operating from the UK and Switzerland and covering Europe and the Middle East, 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 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.

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

About our Sponsors

Headline Sponsor

Category Sponsors

Charity

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.

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