Overview
WealthBriefing is excited to announce the launch of the fifth awards program highlighting the importance of External Asset Managers to the Swiss wealth management industry.
The nomination process for The Fifth Annual WealthBriefing Swiss External Asset Management Awards for Excellence 2025 is now open.
The award categories are focused around these main areas:
- Swiss National Categories
- International Categories
- Regional and Cantonal Categories
- Team Based Categories
- Technology Categories
- Specialist Wealth Management Categories
- Leadership Based Categories
As is the case for all our global awards programmes, independence, integrity and genuine insight are the watchwords of the judging process, which as always will be conducted by expert panels drawn from both custodian banks and trusted advisors/consultants to the sector.
Having reported on the wealth management industry for over 15 years and being responsible for several research reports specifically covering the external asset manager market, WealthBriefing is well placed to oversee a process that fairly rewards achievement, top class performance and innovation.
Winning a WealthBriefing Award sets organisations and individuals apart from their peers and is a tangible demonstration that they have something special to offer.
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 and this obligation is separate to attendance at an awards ceremony if one is held.
We very much look forward to you joining the process and to welcoming winners to celebrate their achievement at the awards presentation event which is planned to be held at The Park Hyatt, Zurich on 5th March 2025.
A preview of what to expect on the evening can be seen here.
CONTACT
For more details about the awards process please contact: jenna.maybery@clearviewpublishing.com
For further information on sponsorship opportunities please contact: rachel.fokes@clearviewpublishing.com
Key Dates
Key dates for your diary
- Nominations Open – 2 July 2024
- Submission Deadline – 22 November 2024 (at midnight) Please note this has now been extended until the 29th November
- Winners Notified – January 2024
- Public Announcement and Gala Award Presentation Ceremony – 5 March 2025
Judges
Our global awards program is built on the independence of our judges. For the WealthBriefing External Asset Management Awards, the judges are being invited from partners in the custodian banks, technology companies and other service providers. Each judge has signed an NDA to ensure that all the information they receive in the submissions is kept in the strictest confidence. Further judges will be advised in due course.
Advisors
Mark Branston
Private Banker and Team Leader (Multi Family Office, EAM and Corporates)
Barclays Private Bank
Mark leads the Multi-Family Office & Corporate (MFO&C) Team for Barclays Private Bank, Switzerland. The team provides solutions to Globally-based MFO clients (including EAMs) and Institutional clients using our Swiss […]
Mark leads the Multi-Family Office & Corporate (MFO&C) Team for Barclays Private Bank, Switzerland.
The team provides solutions to Globally-based MFO clients (including EAMs) and Institutional clients using our Swiss Private Bank platform.
Mark has over 20 years of experience with Barclays, working across UK, Singapore and now based in Switzerland, and across various Barclays units including the Investment Bank and the Private Bank.
Mark holds a MSc from the London School of Economics, UK.
Alain Esseiva
CEO and Co-Founder
Alpadis Group
Alain Esseiva is the Co-Founder and CEO of Alpadis Group. Alain leads the business, development, strategy and growth aspects of the Group, and oversees the day-to-day operations of the Singapore […]
Alain Esseiva is the Co-Founder and CEO of Alpadis Group. Alain leads the business, development, strategy and growth aspects of the Group, and oversees the day-to-day operations of the Singapore office as well as growth in Switzerland.
Alain brings over 30 years of combined experience in wealth planning and fiduciary services both in Switzerland and internationally. He has a calculated appetite for risk and embraces change, constantly looking at new markets and opportunities.
When he is not advising his clients across Switzerland and Asia, Alain enjoys running ultramarathons around the world, including the Gobi Desert, Kazakhstan and Antarctica.
Ricardo Guth
Branch Manager
CBH Compagnie Bancaire Helvétique SA
Mr Guth is co-Branch Manager of CBH Bank in Zurich since 2022. He started his career at the Swiss National Bank, in Investment Banking and in Swiss Private Banks. He […]
Mr Guth is co-Branch Manager of CBH Bank in Zurich since 2022. He started his career at the Swiss National Bank, in Investment Banking and in Swiss Private Banks. He then became Deputy Head of Client Relationship Management at Quilvest (Switzerland) Ltd., a family office specializing in Wealth Planning and Wealth Management. During his more than fourteen years in this position, he gained extensive knowledge in the areas of private equity, family office and wealth management. Mr Guth is an alumnus of Harvard Business School, a graduate of the Geneva Graduate Institute and the University of Geneva, and a CFA® charterholder.
Hassen Jaufeerally
Senior Relationship Manager
The Mauritius Commercial Bank
Hassen is a Senior Relationship Manager covering External Asset Managers at MCB (DIFC Branch). He relocated from MCB’s Head Office in July 2021 where he was previously responsible for coverage […]
Hassen is a Senior Relationship Manager covering External Asset Managers at MCB (DIFC Branch). He relocated from MCB’s Head Office in July 2021 where he was previously responsible for coverage of EAMs and Multi Family Offices in Switzerland, Monaco, the UAE and in Mauritius. Prior to joining MCB, Hassen established the EAM Desk at Afrasia Bank, a boutique bank based in Mauritius. Hassen is an entrepreneurial and solution oriented banking professional with experience in multiple African, Middle Eastern and European jurisdictions who actively leverages on the entire MCB Group capabilities that also include corporate and investment banking, asset management and private equity. He holds a Master of Business Administration from HEC Paris and speaks fluently English and French.
Anne Liebgott
Founder & Managing Director
AW✚SWITZERLAND
Anne is founder and managing director of the award-winning, Swiss online platform AW✚SWITZERLAND at americanswelcome.swiss. AWS introduces Swiss asset managers registered with the Securities and Exchange Commission in the United […]
Anne is founder and managing director of the award-winning, Swiss online platform AW✚SWITZERLAND at americanswelcome.swiss. AWS introduces Swiss asset managers registered with the Securities and Exchange Commission in the United States and dedicated to providing Swiss-based wealth management services to US and Canadian citizens, residents, and expats. The platform includes other wealth management-related services as well. In addition, Anne provides US-oriented, digital and traditional marketing, communication, and business development strategies through her agency, Americom.
Laurent Pellet
Limited Partner, Global Head of External Asset Managers
Lombard Odier
Laurent Pellet joined Lombard Odier in June 2017. He assumed responsibility for the Group’s External Asset Managers department in 2018. His career began with Ferrier Lullin, where he held various […]
Laurent Pellet joined Lombard Odier in June 2017. He assumed responsibility for the Group’s External Asset Managers department in 2018.
His career began with Ferrier Lullin, where he held various positions for more than 15 years, including Head of Credit and Risk, and subsequently Head of the External Asset Managers department in 1997. In 2006, he joined Julius Baer to lead their External Asset Managers business for the French-speaking part of Switzerland and Western Europe. In 2012, his responsibilities were extended to cover Monaco and the Middle East.
Laurent Pellet holds a Federal Diploma (school leaving certificate) from the Ecole Supérieure de Commerce de Genève. He is a graduate in Credit and Risk Management from the University of Geneva, and in Quantitative Portfolio Management from HEC Geneva. He also holds a Diploma in Digital Finance Law from the Faculty of Law of the University of Geneva and the ‘International Certificate of Private Banking and Wealth Management Retreat’ from the Swiss Finance Institute. He is a Certified Wealth Management Advisor (CWMA).
Gary Tiernan
CEO
Various
Gary Tiernan has worked in the international finance industry for over three decades. He now runs his own consulting business supporting UHNWIs and families. He is an experienced CEO and […]
Gary Tiernan has worked in the international finance industry for over three decades. He now runs his own consulting business supporting UHNWIs and families. He is an experienced CEO and CIO in the MFO and EAM areas.
He started his career in investment banking, holding management roles in London and Switzerland. In private banking, he has held several global roles, and multiple senior regional roles in Asia and Europe, and worked extensively with clients internationally. These roles have covered investments, fiduciary and wealth planning, and sales management.
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 […]
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 Managers, Family Offices, Fund Managers and Banks.
He brings the judges panel an extensive banking operations & IT expertise acquired in his current role since 2020 but also during the 9 previous years while heading business development of Bank Lombard Odier global custody & reporting services which he joined after 10 years as Private Banking Client Executive at IBM Geneva.
Both Swiss and Belgian, used to work in multi-cultural and multilingual environments, his motivation has been during his whole career to understanding customer's pains, translating those to experts who are able to solve them and setting the right level of expectations on both sides.
Categories
1. Register here for the WealthBriefing Swiss EAM Awards 2025.
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 jenna.maybery@clearviewpublishing.com (submission deadline is midnight 22nd November 2024)
5. Winners and commended firms and individuals will be notified in January 2025 and will be offered marketing packages and tickets for the Awards Ceremony on the 5th March 2025.
6. Winners will be announced at the ceremony on the 5th March 2025 and in WealthBriefing editorial, website and social media channels on the 6th March 2025. 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 Event Manager: siiri.piiroinen@clearviewpublishing.com
About our Sponsors
Custodian Sponsors
Category 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.
Trust Sponsor
Wine Sponsor
Venue
Park Hyatt
Address: Beethovenstrasse 21, 8002 Zurich, Switzerland
Previous Winners
SWISS NATIONAL CATEGORIES (COMPANY)
Overall External Asset Manager
DECALIA SA
Assets Under CHF 500 Million AuM
Erlen Capital Management AG (Formerly known as INVICO Asset Management)
Assets Between CHF 500 Million – 1 Billion AuM
Alpina Capital AG
Assets Over CHF 1 Billion AuM
AlphaSwiss Partners
Growth Strategy
Telomere Capital
INTERNATIONAL CATEGORIES (COMPANY)
Servicing North American Clients
Alpen Partners
Servicing MENA Clients
Apricus Finance
Servicing LATAM Clients
The Forum Finance Group
Manager with International Offices outside of Switzerland
NS Partners
REGIONAL AND CANTONAL CATEGORIES (COMPANY)
Based in Zurich
Portas Capital
Based in Geneva
DECALIA SA
Based in Liechtenstein
IMT Asset Management (IMTA)
Based in Vaud
MFM Mirante Fund Management SA
TEAM BASED CATEGORIES
Investment Process Team
MFM Mirante Fund Management SA
Portfolio Management Team
Apricus Finance
Sustainable Investments Program Team
Alpina Capital AG
ESG Engagement Team
Accuro
Client Service Team
AlphaSwiss Partners
Wealth Planning Team
The Forum Finance Group
Swiss Domestic Team
Telomere Capital
International Team
Octogone Group
Private Markets Offering Team
Goldbach Capital AG
TECHNOLOGY CATEGORIES (IN-HOUSE)
Innovative Use of Technology
Telomere Capital
Client Reporting
1fs Wealth
TECHNOLOGY AND EXTERNAL SUPPLIER CATEGORIES
Overall IT Solution Provider
Indigita SA
Client Reporting
Prometeia
Client Accounting
SS&C Technologies
Client Communications
WIZE by TeamWork
CRM Product or Solution
Descartes Finance
Compliance Solution
WealthArc AG
Portfolio Management Solution
aixigo AG
Data Provider
Wecan Group
SPECIALIST WEALTH MANAGEMENT CATEGORIES
Philanthropy Offering
1fs Wealth
Fund Selection/Asset Allocation Offering
NS Partners
Next Generation Program
The Forum Finance Group
Family Office Proposition
IMT Asset Management (IMTA)
Digital Assets Offering or Service
Sygnum Bank AG
Thematic Investment Proposition or Strategy
Alpina Capital AG
LEADERSHIP BASED CATEGORIES (INDIVIDUAL)
Chief Executive Officer (CEO)
MFM Mirante Fund Management SA – Giuseppe Mirante
Chief Investment Officer (CIO)
The Forum Finance Group – Cyrille Urfer
Female Executive
Accuro – Natacha Onawelho-Loren
Thought Leadership
IMT Asset Management (IMTA) – Dr. Thomas Trauth
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 jenna.maybery@clearviewpublishing.com
Custodian Sponsors
Category Sponsors
Trust Sponsor
Wine Sponsor