Awards
The Ninth Annual WealthBriefing Swiss Awards 2022
Thursday - 3rd February 2022
Fairmont Grand Hotel Geneva
Quai du Mont-Blanc 19, 1201 Genève, Switzerland
Overview
A warm welcome to the Ninth Annual WealthBriefing Swiss Awards 2022.
Conducted by expert panels drawn from both private banks and trusted advisors/consultants to the sector, independence, integrity and genuine insight are as always the watchwords of the judging process
Judging
There are three judging panels for the awards. A panel of trusted advisors who will be responsible for judging the family office and private banking categories. A second panel of family office and banking professionals will judge the trusted advisor categories and a third panel dedicated to judging the technology section. This is to ensure that commercially sensitive information is kept confidential and to avoid conflicts of interest.
Categories
A complete list of all the available categories can be found here, where you will be able to complete the form detailing your submission. Once the form is submitted, you will automatically receive a confirmation email with a link to the awards questionnaire.
Winning an Award
Winning a WealthBriefing Award sets organisations and individuals apart from their peers. The award is a tangible demonstration that the winners have something special to offer, rewarding achievement and showcasing top class performance and innovation.
If your firm is successful there is a wide range of ways in which this achievement can be promoted, ranging from logos, editorial and website entries, social media postings, professional videos and entry into the Annual Winners Acclaim magazine. Some of this marketing collateral can be seen on the 2021 Awards website.
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 you to celebrate your success in 2022!
For further information on sponsorship opportunities please contact andrew.deane@clearviewpublishing.com
For more details about the awards process please contact rachel.fokes@clearviewpublishing.com
Key Dates
Nominations - Closed
Submission Deadline – 8th October 2021
Finalists and Winners Notified of Their Success – 1st November 2022
Public Announcement and Gala Ceremony– 3rd February 2022
Venue
Fairmont Grand Hotel Geneva
Address: Quai du Mont-Blanc 19, 1201 Genève, Switzerland
Winners
2022 WINNERS LIST
Private Banking Categories
BEST DOMESTIC PRIVATE BANK
Lombard Odier
FOREIGN PRIVATE BANK
LGT
HNW TEAM (SWISS DOMESTIC CLIENTS)
REYL Group
HNW TEAM (INTERNATIONAL CLIENTS)
Rothschild & Co Wealth Management
UHNW TEAM (SWISS DOMESTIC CLIENTS)
Lombard Odier
UHNW TEAM (INTERNATIONAL CLIENTS)
Citibank Switzerland
FAMILY OFFICE OFFERING
Edmond de Rothschild
SPECIALIST INTERNATIONAL TEAM
Barclays Bank (Suisse)
CLIENT INITIATIVE
Capitalium Advisors
CLIENT SERVICE
Indosuez Wealth Management
INVESTMENT MANAGEMENT PLATFORM
Gonet & Cie
CREDIT PROVIDER
BNP Paribas (Suisse) / BNP Paribas Wealth Management
CUSTOMER FACING DIGITAL CAPABILITIES
Citibank Switzerland
INTERNAL COMMUNICATIONS INITIATIVE OR TEAM
Indosuez Wealth Management
Investment Management Categories
FUND MANAGER
DECALIA
ALTERNATIVE FUND MANAGER
Union Bancaire Privée
PRIVATE INVESTMENT OFFICE/ MULTI-FAMILY OFFICE - Sponsored by WIZE by TeamWork
Stonehage Fleming
ETF PROVIDER
Lyxor ETF
STRUCTURED PRODUCT PROVIDER
BNP Paribas (Suisse) / BNP Paribas Wealth Management
FX SOLUTION PROVIDER
Indosuez Wealth Management
FIXED-INCOME INVESTMENT STRATEGY
AXIOMA Wealth Management
EQUITY-BASED INVESTMENT STRATEGY
Citibank Switzerland
External Asset Managers Categories (Custodian)
OVERALL PLATFORM FOR EXTERNAL ASSET MANAGERS - Sponsored by WIZE By TeamWork
Bank Syz
COMPLIANCE SOLUTION FOR EXTERNAL ASSET MANAGERS
Wecan Group
Marketing/PR Categories
MARKETING CAMPAIGN OR TEAM
Lombard Odier
USE OF SOCIAL MEDIA
Finanzlab
Private Client Categories
LEGAL TEAM
Schellenberg Wittmer
BOUTIQUE FIRM
Geneva Management Group
TAX/ACCOUNTANCY TEAM
Rawlinson & Hunter (Switzerland)
INDEPENDENT TRUST OR FIDUCIARY COMPANY
Accuro
INSTITUTIONAL TRUST OR FIDUCIARY COMPANY
Leo Trust Switzerland
ESTATE PLANNING ADVICE
Geneva Management Group
MANAGEMENT CONSULTANCY
BearingPoint
BEST LIFESTYLE CONSULTANCY
Business Aviation Concepts
Wealth Management Technology Categories (Vendors)
FRONT OFFICE SOLUTION
Avaloq
TRANSACTION PROCESSING SOLUTION
ERI
PORTFOLIO MANAGEMENT SOLUTION
SS&C Advent
CLIENT COMMUNICATIONS SOLUTION
FundCount
CLIENT REPORTING SOLUTION
WIZE by TeamWork
COMPLIANCE SOLUTION
Apiax
BEST CRM SYSTEM
InvestCloud
TECHNOLOGY OUTSOURCING SOLUTION
Lombard Odier
DATA PROVIDER
Wecan Group
CLIENT ACCOUNTING SYSTEM
FundCount
RISK PROFILING SOLUTION
Prometeia
RISK MANAGEMENT SOLUTION
swissQuant
INNOVATIVE CLIENT SOLUTION
New Access
IMPLEMENTATION OF A TECHNOLOGY SOLUTION
aixigo
INNOVATIVE FINTECH SOLUTION
WIZE by TeamWork
Wealth Managements Technology Categories (In-house)
INNOVATIVE CLIENT SOLUTION
Indosuez Wealth Management
IMPLEMENTATION OF A TECHNOLOGY SOLUTION
Geneva Management Group
Specialist Wealth Management Categories
CORPORATE SOCIAL RESPONSIBILITY/ DIVERSITY PROGRAMME
Lombard Odier
WEALTH MANAGEMENT EXECUTIVE SEARCH FIRM
Lexton Stanley
WEALTH PLANNING TEAM
IQ-EQ
BNP Paribas (Suisse)/BNP Paribas Wealth Management (Highly Commended)
ESG
LGT
BNP Paribas (Suisse)/BNP Paribas Wealth Management (Highly Commended)
IMPACT INVESTING
REYL Group
Leadership Categories
WOMEN IN WEALTH MANAGEMENT (INDIVIDUAL CONTRIBUTION)
Cécile Civiale Vuillier
TrustConsult Suisse
WOMAN IN WEALTH MANAGEMENT (COMPANY CONTRIBUTION)
Indosuez Wealth Management
LEADING INDIVIDUAL
Andrew McCallum
Rawlinson & Hunter Switzerland AG
CEO
Franck Bonin
Societe Generale
RISING STAR UNDER 40
Nicolas Syz
Bank Syz
Awards Winners Supplement
Photographs
Previous Winners
Private Banking Categories
Domestic Private Bank
Lombard Odier
Foreign Private Bank
BNP Paribas (Suisse)
HNW Team (Swiss Domestic Clients)
Rothschild & Co Wealth Management
HNW Team (International Clients)
REYL Group
UHNW Team (Swiss Domestic Clients)
Lombard Odier
UHNW Team (International Clients)
Citibank Switzerland
Family Office Offering
Citibank Switzerland
Specialist International Team
Mirabaud & Cie
Client Initiative
Capitalium Advisors
Client Service
Banque Paris Bertrand
Investment Management Platform
Societe Generale
Credit Provider
Deutsche Bank (Switzerland)
Best Customer Facing Digital Capabilities
Citibank Switzerland
Internal Communications Initiative or Team
Rothschild & Co Wealth Management
Corporate Strategy Implementation
CA Indosuez (Switzerland)
Investment Management Categories
Fund Manager
Geneva Management Group
Alternative Fund Manager
Syz Capital
Private Investment Office/Multi-Family Office
Stonehage Fleming
ETF Provider
Lyxor ETF
FX Solution Provider
CA Indosuez (Switzerland)
Equity-Based Investment Strategy
DECALIA
External Asset Manager (EAM) Custodian Categories
Overall Platform for External Asset Managers
UBP
Research Support for External Asset Managers
Morningstar Manager Selection Services
Marketing/PR Category
Marketing Campaign or Team
AW*SWITZERLAND
Private Client Categories
Legal Team
Schellenberg Wittmer
Boutique Firm
VALUEworks
Independent Trust or Fiduciary Company
Accuro
Estate Planning Advice
Withers
Wealth Management Technology Categories (Vendors)
Front Office Solution
Finantix
Transaction Processing Solution
Avaloq
Portfolio Management Solution
SS&C Advent
Client Communications Solution
Finartis
Client Reporting Solution
WIZE by TeamWork
Compliance Solution
ERI Bancaire
CRM System
TechRules
Technology Outsourcing Solution
Lombard Odier
Data Provider
Morningstar, Inc.
Client Accounting System
FundCount
Risk Profiling Solution
Oxford Risk
Risk Management Solution
swissQuant Group
On-Boarding Solution
Appway
Most Innovative Client Solution
New Access
Implementation of a Technology Solution
Etops
Most Innovative Fintech Solution
id4
Wealth Management Technology Categories (In-House Solutions)
Most Innovative Solution (in-house)
Geneva Management Group
Most Innovative Solution Trust Company
JTC Private Office
Specialist Wealth-Management Categories
Corporate Social Responsibility/Diversity Programme
Geneva Management Group
Wealth Management Executive Search Firm
Lexton Stanley
Wealth Planning Team
IQ-EQ
ESG
Lombard Odier
Impact Investing
BNP Paribas (Suisse)
Leadership Categories
Women in Wealth Management (Individual Contribution)
Geneva Management Group – Kerstin Engler
Women in Wealth Management (Company Contribution)
Summit Trust International
Outstanding Contribution to Wealth Management Thought Leadership (Individual)
VALUEworks – Kecia Barkawi
Outstanding Contribution to Wealth Management Thought Leadership (Company)
Summit Trust International
Leading Individual (Advisor)
VALUEworks – Kecia Barkawi
Categories
The submission process for The Ninth Annual WealthBriefing Swiss Awards 2022 is now unfortunately closed. For any questions, please contact rachel.fokes@clearviewpublishing.comHeadline Sponsor
Category Sponsors
