WealthBriefing is excited to announce the launch of the fourth awards program highlighting the importance of External Asset Managers to the Swiss wealth management industry.
The nomination process for The Fourth Annual WealthBriefing Swiss External Asset Management Awards for Excellence 2024 will open on 29th of June 2023.
The award categories are focused around these main areas:
Products & Services
Technology (both In-house and External)
Individual and Leadership
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 6th March 2024.
A preview of what to expect on the evening can be seen here.
For more details about the awards process please contact: email@example.com
For further information on sponsorship opportunities please contact: firstname.lastname@example.org
Key dates for your diary
- Nominations Open – 29 June 2023
- Submission Deadline – 24 November 2023 (at midnight)
- Winners Notified – January 2024
- Public Announcement and Gala Award Presentation Ceremony – 6 March 2024
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.
Founder & Managing Director
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.
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.
CEO and Co-Founder
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.
Managing Director & Head of Asset Management
Tameo Investment Fund Solutions
Mathieu serves as CEO for Tameo Investment Fund Solutions, a leading Swiss impact investing specialist, advising funds, managers and investors. Tameo assumes responsibility for the portfolio oversight, policy functions and […]
Mathieu serves as CEO for Tameo Investment Fund Solutions, a leading Swiss impact investing specialist, advising funds, managers and investors. Tameo assumes responsibility for the portfolio oversight, policy functions and ESG & impact reporting of the Swiss Investment Fund for Emerging Markets (1Bn CHF).
Prior to this position, he was CEO at Geneva Management Group, a FINMA regulated, award winning, asset manager and multi-family office, founded in Switzerland in 2000.
Mathieu started his career in investment banking where he ran BNP Paribas’s gold derivatives trading activities globally. He then served as Head of Trading for MKS, one of the leading precious metals trading and refining companies.
He holds two MSc degrees in Mathematics and a certificate in ESG Investing from the CFA Institute.
Mathieu has a proven track record of creating and growing new businesses, from startups to standalone business lines in large groups, with a special interest and focus on sustainability and impact investments.
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.
Helén Dybing is Sales Executive at Masttro, an award-winning global wealth data company, and covers the European, Middle East and African region. With more than a decade of international experience […]
Helén Dybing is Sales Executive at Masttro, an award-winning global wealth data company, and covers the European, Middle East and African region. With more than a decade of international experience in senior roles across European financial institutions, most recently as Head of the External Asset Managers Desk at Falcon Private Ltd, she brings a wealth of expertise in working with UHNW Clients, Family Offices and External Asset Managers to Masttro. She is highly skilled in client-facing experiences and possesses exceptional knowledge of the Wealth Management and FinTech industries in Europe. Helén is based in the Masttro European office, located in Europaallee, Zurich.
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 […]
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 marks twenty-two years of exceptional, independent M&A and corporate finance advisory service. Originally focused on executing M&A transactions in the global financial services industry, as the industry developed and private banks recognised the need to offer their clients more specialist corporate finance advice, Millenium Associates launched their Entrepreneurs and
Corporates Practice, extending their M&A and corporate finance services to the clients of private
banks as well as corporates and entrepreneurial business owners globally.
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.
Ian is a C-Suite leader, Director and an Advisor. He has a focus on customer experience and organizational progression. As a former member of the Executive Committee of Coutts & […]
Ian is a C-Suite leader, Director and an Advisor. He has a focus on customer experience and organizational progression.
As a former member of the Executive Committee of Coutts & Co, RBS and in addition a Board member at Adam & Co, Ian is known as an industry strategy leader and reference for marketing, business development, brand creation and implementation and innovation. Ian is actively involved with a number of innovation firms and partners in FinTech, Payments disruption, Savings and Pensions, and is an Advisor to YEXT and KORE.
He is currently Chief Marketing Officer at Acin Ltd.
Additionally, Ian sits on a number of advisory boards in organisations with both commercial and philanthropic purpose.
Ian is a Fellow of the Institute of Directors.
He has enjoyed a highly international career; is Swiss and British.
Ian lives in the UK and Spain and is married to his wife Zoe; they have four grown-up children.
Limited Partner, Global Head of EAM
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 the ‘International Certificate of Private Banking and Wealth Management Retreat’ from the Swiss Finance Institute, and is a Certified Wealth Management Advisor (CWMA).
Head of Independent Asset Managers
REYL & Cie
Stephan Aepli began his career in 1992 at Société de Banque Suisse as a Corporate & Institutional Banking Relationship Manager. After a period working at SBC New York he joined […]
Stephan Aepli began his career in 1992 at Société de Banque Suisse as a Corporate & Institutional Banking Relationship Manager. After a period working at SBC New York he joined SBC Warburg in Singapore (UBS Warburg following the SBC-UBS merger) as Risk Manager for the Asia-Pacific region. In 2000, he went on to work for Lombard Odier & Cie in Geneva, where he managed the implementation of the new operating structure in the Independent Wealth Managers department following the 2002 LO-DH merger. Later, as Deputy Head, Stephan oversaw the Swiss Romandy and international development of this business line. He joined Mirabaud & Cie in 2005 as Global Head of Independent Managers, and was also in charge of Mirabaud Asset Management’s Geneva branch. He came to REYL & Cie in 2019, taking on the position of Head of Independent Asset Managers.
Harris S. Fried
The Fried Family Office
Harris S. Fried was educated at the University of Florida (BSBA), The School of Law, Emory University (JD), The School of International Affairs, Columbia University (Master’s in International Affairs) and […]
Harris S. Fried was educated at the University of Florida (BSBA), The School of Law, Emory University (JD), The School of International Affairs, Columbia University (Master's in International Affairs) and Harvard University. As an attorney Harris specialized in International Banking and Finance. He lived and worked for extended periods of time in New York City, London and Singapore. During that time he represented major financial institutions and a major Family Office in London.
In 2002 Harris became the CEO of The Fried Family Office LLC based in Palm Beach, Florida. The main focus has been Direct Investing with a special emphasis on the Missile Defense Industry and related Countermeasure technologies. Harris is a Co-founder and Chairman of Citadel Missile Systems Incorporated.
He is an active participant in various civic and philanthropic organizations.
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.
1. Register here for the WealthBriefing Swiss EAM 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)
5. Winners and commended firms and individuals will be notified in January 2024 and will be offered marketing packages and tickets for the Awards Ceremony on 6th March 2024.
6. Winners will be announced at the ceremony on 6th March 2024 and in WealthBriefing editorial, website and social media channels on the 7th March 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 Awards and Events Director: email@example.com
Address: Beethovenstrasse 21, 8002 Zurich, Switzerland
SWISS NATIONAL CATEGORIES (COMPANY)
Overall External Asset Manager
Assets Under CHF 500 Million AuM
Assets Between CHF 500 Million – 1 Billion AuM
Assets Over CHF 1 Billion AuM
The Forum Finance Group SA
INTERNATIONAL CATEGORIES (COMPANY)
Servicing North American Clients
The Forum Finance Group SA
Servicing MENA Clients
Manager with International Offices Outside of Switzerland
REGIONAL AND CANTONAL CATEGORIES (COMPANY)
Based in Zurich
Based in Geneva
Based in Zug
Alpina Capital AG
Based in Liechtenstein
IMT Asset Management (IMTA)
Based in Vaud
MFM Mirante Fund Management SA
TEAM BASED CATEGORIES
Investment Process Team
CdR Capital SA
Portfolio Management Team
Direct Investment Program Team
Decisive Capital Management
Client Service Team
Wealth Planning Team
The Forum Finance Group SA
Swiss Domestic Team
Decisive Capital Management
Private Markets Offering Team
TECHNOLOGY CATEGORIES (IN-HOUSE)
Innovative Use of Technology
Atlantic Financial Group
Overall Digital Engagement
TECHNOLOGY AND EXTERNAL SUPPLIER CATEGORIES
Overall IT Solution Provider
WIZE by TeamWork
CRM Product or Solution
Portfolio Management Solution
WIZE by TeamWork
SPECIALIST WEALTH MANAGEMENT CATEGORIES
Fund Selection/Asset Allocation Offering
Next Generation Program
The Forum Finance Group SA
Family Office Proposition
Digital Assets Offering or Service
Criptonite Asset Management SA
LEADERSHIP BASED CATEGORIES (INDIVIDUAL)
Chief Executive Officer (CEO)
Daniel Fricker – Alpina Capital AG
Chief Investment Officer (CIO)
Beat Kunz – Portas Capital AG
Isabel Guggisberg – Atlantic Financial Group
Jamie Vrijhof-Droese – WHVP
Rising Star Under 40
Jamie Vrijhof-Droese – WHVP
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 firstname.lastname@example.org or email@example.com