Awards

The Fifth WealthBriefing Swiss External Asset Management Awards for Excellence 2025

Wednesday - 5th March 2025

Park Hyatt
Beethovenstrasse 21, 8002 Zurich, Switzerland

Nominations closed
Winners announced on
5th March, 2025

Become a Sponsoring Partner
About Judges & Sponsors Finalists & Winners Categories & Registration

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

Venue

Park Hyatt

Address: Beethovenstrasse 21, 8002 Zurich, 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 jenna.maybery@clearviewpublishing.com

 

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

Nadia Bargetzi

Deputy Head of Wealth Management

Banque Internationale à Luxembourg (Suisse) SA

Mark Branston

Private Banker and Team Leader (Multi Family Office, EAM and Corporates)

Barclays Private Bank

Pierre Dupont

Managing Partner

WIZE by TeamWork

Alain Esseiva

CEO and Co-Founder

Alpadis Group

Ricardo Guth

Branch Manager

CBH Compagnie Bancaire Helvétique SA

Hassen Jaufeerally

Senior Relationship Manager

The Mauritius Commercial Bank

Anne Liebgott

Founder & Managing Director

AW✚SWITZERLAND

Laurent Pellet

Limited Partner, Global Head of External Asset Managers

Lombard Odier

Gary Tiernan

CEO

Various

About our Sponsors

Custodian Sponsors

Category Sponsors

Trust Sponsor

Wine Sponsor

Sponsors Videos

Winners

SWISS NATIONAL CATEGORIES (COMPANY)

Overall External Asset Manager
Telomere Capital 

Assets Under CHF 500 Million AuM
Erlen Capital Management

Assets Between CHF 500 Million – 1 Billion AuM
MFM Mirante Fund Management SA

Assets Over CHF 1 Billion AuM
The Forum Finance Group SA

Growth Strategy
Descartes Finance AG

 

INTERNATIONAL CATEGORIES (COMPANY)

Servicing North American Clients
Alpen Partners | Alpen Partners International

Servicing French Clients
Edmond de Rothschild Asset Management

Servicing MENA Clients
AlphaSwiss Partners

Servicing LATAM Clients
Octogone Group

 

REGIONAL AND CANTONAL CATEGORIES (COMPANY)

Based in Zurich
swisspartners Advisors Ltd.

Based in Geneva
Apricus Finance

Based in Liechtenstein
IMT Asset Management (IMTA) 

Based in Vaud
MFM Mirante Fund Management SA

 

TEAM BASED CATEGORIES

Investment Process Team
Noble Capital Management (NCM) SA

Portfolio Management Team
swisspartners Advisors Ltd

ESG Engagement Team
Accuro

Direct Investment Program
Goldbach Capital

Client Service Team
Hyposwiss Advisors SA

Wealth Planning Team
The Forum Finance Group SA

Swiss Domestic Team
Noble Capital Management (NCM) SA

International Team
Octogone Group

Private Markets Offering Team
DECALIA SA

 

TECHNOLOGY CATEGORIES (IN-HOUSE)

Innovative use of Technology
swisspartners Advisors Ltd

Client Reporting
Telomere Capital 

Client Communications
MFM Mirante Fund Management SA

 

TECHNOLOGY AND EXTERNAL SUPPLIER CATEGORIES

Overall IT Solution Provider
WIZE by TeamWork

Client Reporting
aixigo AG

Client Accounting
SS&C Technologies

Client Communications
SS&C Technologies

CRM Product or Solution
WIZE by TeamWork

Compliance Solution
swisspartners Advisors Ltd.

Portfolio Management Solution
WIZE by TeamWork

Data Provider
Infront

 

SPECIALIST WEALTH MANAGEMENT CATEGORIES

Fund Selection/Asset Allocation Offering
The Forum Finance Group SA

Family Governance & Stewardship
Intuitae Capitalium (ICSA)

Next Generation Program
Capitalium Wealth Management

Family Office Proposition
Telomere Capital

Digital Assets Offering or Service
Sygnum Bank AG – Investment Solutions

Thematic Investment Proposition or Strategy
DECALIA SA

Private Placement Life Insurance (PPLI)
Sophós Advisors 

 

LEADERSHIP BASED CATEGORIES (INDIVIDUAL)

Chief Executive Officer (CEO)
Alpen Partners | Alpen Partners International – Pierre Gabris

Chief Investment Officer (CIO)
MFM Mirante Fund Management SA – Frank Crittin

Female Executive
UMA Swiss AG/UMA Wealth (Switzerland) AG – Geralda Kral  

Thought Leadership
swisspartners Advisors Ltd. 

Rising Star Under 40
Telomere Capital – Aurélien Guzzo

Lifetime Achievement
IMT Asset Management (IMTA) – Dr. Thomas Trauth



Awards Winners Supplement

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

 

Categories

The submission process for the Eleventh Annual WealthBriefing Swiss EAM Awards For Excellence 2025 is now unfortunately closed. For any questions, please contact jenna.maybery@clearviewpublishing.com