Overview

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:

Swiss National
Swiss Regional
Team-Based
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.

CONTACT

For more details about the awards process please contact: rachel.fokes@clearviewpublishing.com

For further information on sponsorship opportunities please contact: rachel.fokes@clearviewpublishing.com

Key Dates

Key dates for your diary

  • Nominations Open – 29 June 2023
  • Submission Deadline – 24 November 2023 (at midnight), The deadline has been extended until 1 December 2023
  • Winners Notified – January 2024
  • Public Announcement and Gala Award Presentation Ceremony – 6 March 2024

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

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 […]

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 […]

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 […]

Mathieu Saint-Cyr

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 […]

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 […]

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 […]

Ian Ewart

Chairman

Acin Ltd

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 & […]

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 […]

Stephan Aepli

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 […]

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 […]

Harriet Davis

Private Banker, Multi-Family Office and External Asset Management Team

Barclays Private Bank, Switzerland

Harriet is a Private Banker in the MFO/ EAM team, Switzerland (Geneva and Zurich) covering Swiss and UK markets. She has been with Barclays since 2011, when she joined the […]

Pius Stucki

CEO and Founder

Etops AG

Pius Stucki has broad experience in product management and information systems for the asset management industry. Having worked with Swiss banks and family office for a couple of years he […]

Nadia Bargetzi

Deputy Head of Wealth Management

Banque Internationale à Luxembourg (Suisse) SA

Nadia Bargetzi is Deputy Head of Wealth Management at BIL Suisse, directly responsible for the Professional Intermediaries Team, the Middle East Team, and the China Market Team in all Swiss […]

Frédéric Toselli

Head of EAMs, Commercial and Affluent Banking

Union Bancaire Privee

Frédéric Toselli is Head of External Asset Managers (EAMs), Commercial and Affluent Banking at Union Bancaire Privée (UBP). Before taking over this position, he was Business Developer for the EAM […]

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 […]



Categories

The submission process for the Fourth Annual WealthBriefing Swiss External Asset Management Awards for Excellence 2024 is now unfortunately closed. For any questions, please contact rachel.fokes@clearviewpublishing.com

Awards Winners Supplement

 


About our Sponsors

Trust Partner


Custodian Sponsors


Category Sponsors


Wine Sponsor


Sponsors Videos

Venue

Park Hyatt

Address: Beethovenstrasse 21, 8002 Zurich, Switzerland

Winners

SWISS NATIONAL CATEGORIES (COMPANY)

 

Overall External Asset Manager

DECALIA SA

 

Assets Under CHF 500 Million AuM

Erlen Capital Management AG (Formely 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

 


Previous Winners

 

 

SWISS NATIONAL CATEGORIES (COMPANY)

 

Overall External Asset Manager

NS Partners

 

Assets Under CHF 500 Million AuM

FALGOM AG

 

Assets Between CHF 500 Million – 1 Billion AuM

Telomere Capital

 

Assets Over CHF 1 Billion AuM

The Forum Finance Group SA

 

Growth Strategy

DECALIA SA

 

Newcomer

FALGOM AG

 

INTERNATIONAL CATEGORIES (COMPANY)

 

Servicing North American Clients

The Forum Finance Group SA

 

Servicing MENA Clients

FormInvest AG

 

Manager with International Offices Outside of Switzerland

Octogone Group

 

REGIONAL AND CANTONAL CATEGORIES (COMPANY)

 

Based in Zurich

Alpen Partners

 

Based in Geneva

DECALIA SA

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

Apricus Finance

 

Direct Investment Program Team

Decisive Capital Management

 

Client Service Team

Alpen Partners

 

Wealth Planning Team

The Forum Finance Group SA

 

Swiss Domestic Team

Telomere Capital

 

International Team

Decisive Capital Management

 

Private Markets Offering Team

AlphaSwiss

 

TECHNOLOGY CATEGORIES (IN-HOUSE)

 

Innovative Use of Technology

Atlantic Financial Group

 

Client Reporting

Telomere Capital

 

Client Communications

WHVP

 

Overall Digital Engagement

WHVP

 

TECHNOLOGY AND EXTERNAL SUPPLIER CATEGORIES

 

Overall IT Solution Provider

Indigita SA

 

Client Reporting

aixigo AG

 

Client Communications

WIZE by TeamWork

 

CRM Product or Solution

Etops Group

 

Compliance Solution 

Indigita SA

 

Portfolio Management Solution

WIZE by TeamWork

 

Data Provider

Wecan Group

 

SPECIALIST WEALTH MANAGEMENT CATEGORIES

 

Fund Selection/Asset Allocation Offering

FormInvest AG

 

Next Generation Program

The Forum Finance Group SA

 

Family Office Proposition

Telomere Capital

 

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

 

Female Executive

Isabel Guggisberg – Atlantic Financial Group

 

Thought Leadership

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 rachel.fokes@clearviewpublishing.com or siiri.piiroinen@clearviewpublishing.com