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
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: rachel.fokes@clearviewpublishing.com

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

Key Dates

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.


Anne Liebgott

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 […]

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 […]

Helén Dybing

Sales Executive


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 […]

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 […]

Ian Ewart


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 EAM

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 […]

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 […]

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 […]


Below are the steps of our 2024 awards process.

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)

4. Send the nomination form(s) to sophie.page@clearviewpublishing.com and  jenna.maybery@clearviewpublishing.com (submission deadline is 24th November 2023).

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: rachel.fokes@clearviewpublishing.com

About our Sponsors

Trust Partner

Custodian Sponsors

Category Sponsors

Wine Sponsor


Park Hyatt

Address: Beethovenstrasse 21, 8002 Zurich, Switzerland

Previous Winners





Overall External Asset Manager

NS Partners


Assets Under CHF 500 Million AuM



Assets Between CHF 500 Million – 1 Billion AuM

Telomere Capital


Assets Over CHF 1 Billion AuM

The Forum Finance Group SA


Growth Strategy








Servicing North American Clients

The Forum Finance Group SA


Servicing MENA Clients

FormInvest AG


Manager with International Offices Outside of Switzerland

Octogone Group




Based in Zurich

Alpen Partners


Based in Geneva


Based in Zug

Alpina Capital AG


Based in Liechtenstein

IMT Asset Management (IMTA)


Based in Vaud

MFM Mirante Fund Management SA




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





Innovative Use of Technology

Atlantic Financial Group


Client Reporting

Telomere Capital


Client Communications



Overall Digital Engagement





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




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




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