WealthBriefing is excited to announce the launch of its 2024 Swiss Awards programme.

Now celebrating its eleventh anniversary, and building on the long-standing success of its independent judging process, nominations for the Eleventh Annual WealthBriefing Swiss Awards 2024 are now open.

Having reported on the wealth management industry for nearly 20  years and being responsible for many research reports specifically covering European wealth management market, WealthBriefing is well placed to oversee a process that fairly rewards achievement, 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 complete list of all the available categories can be found here, 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.

Winning an Award

Winning a WealthBriefing Award sets organisations and individuals apart from their peers. The award is a tangible demonstration that the winners have something special to offer, rewarding achievement and showcasing top class performance and innovation.

If your firm is successful there is a wide range of ways in which this achievement can be promoted, ranging from logos, editorial and website entries, social media postings, professional videos and entry into the Annual Winners Acclaim magazine.

Gala Dinner

WealthBriefing’s gala dinner is an opportunity for our winners to celebrate their success with their colleagues and peers. The ceremony is highly regarded and attendance is seen as a must for all those lucky enough to have produced a winning entry. We shall be hosting this dinner on the 8th February at the prestigious Hotel President Wilson, Geneva. A preview of what to expect on the evening can be seen here


Sponsorship Opportunities

For further information on sponsorship opportunities please contact andrew.deane@clearviewpublishing.com

Further Information 

For more information about the awards and submission process please contact rachel.fokes@clearviewpublishing.com

Key Dates

Nominations Open – 15 June 2023

Submission Deadline – 6 October 2023 (Midnight)

Winners Notified of Their Success – From December 2023

Public Announcement & Gala Ceremony – 8 February 2024


Our global awards program is built on the independence of our judges.  Each judge will have signed an NDA to ensure that all the information they receive in the submissions is kept in the strictest confidence.

Further judges will be announced in due course.

Trusted Advisors

Tobias Wagner

CEO Switzerland

Calliopa Capital

Tobias Wagner is the founder & CEO of Calliopa Capital, a Zurich based Multi-Family Office. Prior to that he served on the executive committee for Societe Generale Private Banking Switzerland […]

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 […]

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 […]

Dr Ariel Sergio Davidoff

Partner and board member of successful companies

Lindemann Rechtsanwälte

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 […]

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 […]

Pierre Dupont

Managing Partner

WIZE by TeamWork

Pierre is Managing Partner at WIZE by TeamWork, the all-in-one Wealth & Asset Management solution, which is one of the fastest growing WealthTech companies in Switzerland dedicated to External Asset […]

Patrick Stauber

Group Chief Executive Officer

Marcuard Heritage

Patrick Stauber has been professionally active in the financial sector for over thirty years. Currently, he holds senior positions within the Marcuard Heritage group, including the position of Group Chief […]

David Wilson


Schellenberg Wittmer

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 […]

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 […]

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 […]

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 […]

Judith Chatoo

Executive Director

Saffery Champness (Switzerland)

Judith is a UK qualified solicitor with over 30 years in estates & succession planning in the UK, Cayman and Switzerland. She has extensive experience with Middle Eastern and non-Resident […]

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 […]

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. […]

Osmond Plummer

Academic Lead


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 […]

Marc Berger



Marc is a passionate leader, who heads EY’s Swiss Financial Services Strategy and Transaction team. He has more than 20 years of experience in advising financial institutions in the context […]


Steve Dyson


Investment & Wealth Management Consultants

Steve is a founding director of Investment & Wealth Management Consultants. He has over 30 years experience in the financial services industry and has held senior positions in the wealth […]

Mike Toole

Owner Director

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 […]

Private Bankers

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 […]

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 […]

Matthew Spencer



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 […]

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 […]

Laurence Mandrile Aguirre

Managing Director

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 […]

Philippe Steffen

Executive Director, Head of Operations

REYL & Cie

Philippe is head of operations in the Asset Services department at Reyl & Cie. Philippe supervises and coordinates all operations to enable foreign fund managers to raise assets in full […]

Nicolas Syz

Head of Private Banking

Syz Group

Nicolas Syz joined the Syz Group in 2017 as Head of Business Development for Bank Syz, before becoming Head of Syz Private Bank in 2019. Previously, he worked for UBS […]

Franck Bonin

Chief Executive Officer

Societe Generale Private Banking

Franck Bonin started his career in 1993 in real estate development. He joined the Strategy and Marketing Direction of Societe Generale group in 1997 as Head of the wealth planning […]


Below are the steps of our 2024 awards process.

1. Register here for The WealthBriefing Swiss Awards 2024.

2. Fill out your details and select the categories you would like to enter.

3. Once you submit the form, you will receive a confirmation with a downloadable nomination form

  • Fill in the name of your firm or individual (as they would like to appear in all communications in reference to the Awards programme)
  • Answer the the questions on the form (not exceeding the total word count of 1000)
  • Examples to illustrate your submission can be included by active links to PDFs, audio and/or video files (no more than 3 relevant examples)

4. Send the nomination form(s) to becky.newman@clearviewpublishing.com (submission deadline is 6th October 2023).

5. Winners and commended firms and individuals will be notified in December 2023 and will be offered marketing packages and tickets for the Awards Ceremony on 8th February 2024.

6. Winners will be announced at the ceremony on 8th February 2024 and in WealthBriefing editorial, website and social media channels on the 9th February 2024. Whilst the judging process is completely independent of the commercial arrangements between the participants and the organisers it is expected that winners have a financial obligation to work with the organisers to promote their award(s) and this obligation is separate to attendance at an awards ceremony if one is held.

For any questions, please contact the Global Awards and Events Director: rachel.fokes@clearviewpublishing.com

About our Sponsors

Headline Sponsor

Category Sponsors

Exclusive Search Partner


Hotel President Wilson

Address: 47 Quai Wilson, Geneva, 1211, Switzerland

Previous Winners



Domestic Private Bank
REYL Intesa Sanpaolo

Foreign Private Bank
Barclays Private Bank

Private Bank Leadership Team
Barclays Private Bank

Private Bank Operations Team
Lombard Odier

HNW Team (Swiss Domestic Clients)
Piguet Galland

HNW Team (International Clients)
Rothschild & Co Wealth Management

UHNW Team (Swiss Domestic Clients)
Union Bancaire Privée

UHNW Team (International Clients)
Citi Private Bank

Family Office Offering
Edmond de Rothschild

Specialist International Team
Banque Internationale à Luxembourg (Suisse) SA

Client Initiative
Banque Internationale à Luxembourg (Suisse) SA

Client Service
Bank Syz

Investment Management Platform
Gonet & Cie SA

Credit Provider
Societe Generale Private Banking Switzerland

Customer Facing Digital Capabilities
BNP Paribas Wealth Management Switzerland

Corporate Strategy Implementation
ONE swiss bank


Fund Manager

Alternative Fund Manager
ITERAM Capital

Private Investment Office/Multi-Family Office
Winner:Bedrock SA
Highly Commended: Stonehage Fleming

Structured Product Provider
Lynceus Partners

FX Solution Provider
BNP Paribas Wealth Management Switzerland

Fixed-Income Investment Strategy
HSBC Global Private Banking Switzerland

Digital Assets Solution

Private Market Investment Specialist
Convero AG


Overall Platform for External Asset Managers
Bank Syz


Marketing Campaign or Team
Lombard Odier

Use of Social Media


Legal Team
Schellenberg Wittmer Ltd

Boutique Firm
Geneva Management Group

Tax/Accountancy Team
Rawlinson & Hunter (Switzerland) AG

Independent Trust or Fiduciary Company

Institutional Trust or Fiduciary Company
Leo Trust Switzerland

Estate Planning Advice
TrustConsult Suisse

Management Consultancy
Winner: BearingPoint


Front Office Solution

Transaction Processing Solution

Portfolio Management Solution
SS&C Advent

Client Communications Solution
WIZE by TeamWork

Client Reporting Solution

Compliance Solution
WIZE by TeamWork

CRM System
Wealth Dynamix

Technology Outsourcing Solution

Data Provider
Wecan Group

Client Accounting System

Risk Profiling Solution

Risk Management Solution

Onboarding Solution

Most Innovative Client Solution
aixigo AG

Implementation of a Technology Solution
Etops Group

Most Innovative Fintech Solution
Dorsum Ltd

Innovative Use of Artificial Intelligence



Most Innovative Client Solution
Geneva Management Group

Client Reporting
Lombard Odier


Corporate Social Responsibility/Diversity Programme
Indosuez Wealth Management

Wealth Management Executive Search Firm
Lexton Stanley

Wealth Planning Team
Lombard International Assurance

Societe Generale Private Banking Switzerland

Impact Investing
BNP Paribas Wealth Management Switzerland

Most Promising New Entrant


Women in Wealth Management (Individual Contribution)
Joanne Morse – Summit Trust International SA

Women in Wealth Management (Company Contribution)
Citi Private Bank

Leading Individual
Pierre Gabris – Alpen Partners

Wealth Management Rising Star Under 40
Georgios Leontaris – HSBC Global Private Banking Switzerland

Frequently Asked Questions

Q) Does the entering firm or individual need to be a subscriber to WealthBriefing?
A) No, this program is open to all firms and individuals active in wealth management.

Q) Can my firm enter more than one category?
A)Yes, we encourage firms to enter as many awards that are applicable to their business.

Q) Do I need to use the submission form provided?
A)Yes, submissions shall only be accepted when using this document.

Q) Is there any upfront cost to enter?
A) No, there is no upfront cost to enter, but you will be offered the chance to purchase a winner’s marketing package should you be successful. The judging process is completely independent of the commercial arrangements between the participants and the organisers. However it is expected that when the results are made public, winners will engage with the organisers to promote their win and also attend the awards ceremony to accept their trophy.

Q) Is the process open to firms that are not currently active within the Swiss and Liechtenstein region?
A) The judges will only consider submissions from firms that are demonstrably 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) The Judges are independent of the award organisers ensuring they are divided into separate panels to avoid conflicts of interest. 

Q) Can you assure me that any details that I submit will be treated with confidentiality?
A) We only share submissions with the panel responsible for judging those particular categories. Furthermore, our experienced team ensures that there is no conflict of interest before they share an entrant’s submission with anyone. All our judges have signed a Non-Disclosure Agreement.

Q) My submission is likely to be longer than the 1,000-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.  Judges reserve the right to refuse to review submissions that do not comply. We also encourage against attachments to the submissions.

Q) Do I need to submit a separate submission for each category?
A) You will need to do a new form for each submission and you should also ensure that this specifically relates to the category for which you are entering. If you are using the same answers for multiple submissions this could result in your entry being marked down by the judging panel.

Q) Where is the winner’s announcement shared?
A)The winners are announced publicly the day after the official awards celebration and this is via our editorial and social media platforms. 

Q) Can I speak to anyone on the team about my entry?
A) Yes, our experienced team is always available to assist you with preparation of your submission/s and any aspects of the process from start to finish. For any questions please contact either rachel.fokes@clearviewpublishing.com or siiri.piiroinen@clearviewpublishing.com