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

MEDIA PACK

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

Judges

Trusted Advisor Panel

Andrew McCallum

Senior Partner

Rawlinson & Hunter

Andrew is Senior Partner of the Swiss firm, leading both the Zurich and Geneva offices and having responsibility for the oversight of the Swiss firm’s trust, corporate administration, accounting and […]

Cecile Civiale Vuillier

CEO, Group Head of Private Client

Trustconsult Group S.A

Cécile is the CEO for Trustconsult in Switzerland as well as Head of Private Client for the Trustconsult Group. She has an extensive wealth & estate planning career, earning a […]

Daniel Martineau

Executive Chairman

Summit Trust International

Daniel worked in management positions in leading trust companies in Canada prior to taking up roles in offshore trust companies in Nassau, Jersey and Geneva with Coutts International Private Bank. […]

David Wilson

Partner

Schellenberg Wittmer

David Wallace Wilson is a partner in Schellenberg Wittmer’s private client & estates practice in Switzerland. He advises individuals domestically and internationally on all aspects of wealth structures and tax […]

Dr Ariel Sergio Davidoff

Partner and board member of successful companies

Lindemann Rechtsanwälte

Ariel is a self-employed Partner of LINDEMANNLAW, a Swiss law firm, looking after the legal requirements of international and Swiss entrepreneurs, multi-national firms as well as advising on regulatory law. […]

James Day

Managing Director

Peritus Investment Consultancy

James is founder and managing director of Peritus Investment Consultancy, established to provide impartial guidance to private clients, family offices and trustees. The company’s expertise encompasses investment profiling, strategic and […]

Mark Miles

Partner, European Head of Wealth Management

McLagan and Scorpio Partnership, (Aon companies)

  Mark is head of the wealth management & private banking practice in Europe, and is globally responsible for the Scorpio wealth consulting business. Leads the development and delivery of […]

Nick Blaydes

Managing Director

EY

Nick Blaydes has 25 years’ experience in corporate finance, with a focus on the financial services sector. Nick is a partner at EY where he leads the financial services corporate […]

Osmond Plummer

Managing Director

Wealthcoaching.ch

Osmond Plummer, is a Geneva-based wealth management expert active internationally as a trainer, coach and adviser of wealth management professionals. He is a senior lecturer in finance at the London […]

Philippe Bongrand

CEO

FNZ

Philippe is the CEO of FNZ for Switzerland and Private Banking. FNZ is a global leading tech company offering IT & Operations outsourcing services to financial institutions allowing them to […]

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 […]

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 […]

Xavier Isaac

CEO

Accuro

I am a co-founder and CEO of Accuro Group. In 2017 I led the management buyout that galvanized Accuro as the independent, values-driven and award-winning business it is today. I […]


Technology Panel

Jürgen Pulm

Head of Private Banking for CPB Services

RBS

Jürgen Pulm is the CDIO for the Wealth business. In this role, he is responsible to ensure we have the technology and infrastructure in place to support our client propositions. […]

Mike Toole

Advisor

Various

Mike is currently advisor to venture capital houses and families. He is an investor, Co-Founder and formerly group chief operating officer of Artorius, a wealth manager that has shown strong […]

Steve Dyson

Director

Investment & Wealth Management Consultants

Steve is a founding director of Investment & Wealth Management Consultants. He has over 30 years experience in the financial services industry and has held senior positions in the wealth […]

William Trout

Director of Wealth Management

Javelin Strategy & Research

William Trout is a thought leader on North American technology strategy and innovation in the wealth and asset management industries. He has particular expertise on platform automation; portfolio management and […]


Private Bankers Panel

Etienne D'Arenberg

Partner

Bank Mirabaud

Etienne d’Arenberg, born 1967, is a Limited Partner at Mirabaud since 2011. He joined the group in 1999 and has developed a very significant portfolio of private clients, including large […]

Jamie Macleod

Chief Executive Officer

Bordier & Cie

Jamie has over 30 years’ experience in the investment management industry. Having started his career at Laurentian Life/Unit Trust Management in 1986, Jamie joined Scottish Widows Fund Management (SWFM) in […]

Jean-Christophe Pernollet

CRO

Edmond de Rothschild Group

JCP has over 25 years of working experience in finance and management in Switzerland, France and the United States. He is the chief risk officer of the Edmond de Rothschild […]

Jean-Michel Nahra

Head of Marketing & Client Experience

BNP Paribas Wealth Management

Jean-Michel Nahra is a marketing and communication professional with 15 years of experience in the private banking industry. As Head of Marketing, Communication & Sales Steering for BNP Paribas Wealth […]

Laurence Mandrile Aguirre

Managing Director

Citi Private Bank

Laurence Mandrile Aguirre is a Managing Director at Citi Private Bank. She is currently the General Market Manager (GMM) for Citi Private Bank in Switzerland and Monaco. She started this […]

Laurent Gagnebin

CEO

Rothschild & Co

Laurent started his career at Rothschild & Co in 2011 as head of the Geneva office. He was later appointed as head of private clients Swiss onshore & Iberia and […]

Mariana Gregori

Managing Director

UBS Wealth Management

Mariana is responsible for heading the cross-border FIM business booking in Switzerland and Hamburg. Mariana joined FIM in 2015 and in 2016 took over the global segment’s Operating Office, where […]

Mathieu Saint-Cyr

Managing Director & Head of Asset Management

Geneva Management Group

Mathieu is the Geneva Management Group’s CEO and oversees the company’s operations and business activities globally. He is Chairman of the Board for Wecan Tokenize, a blockchain solutions provider, and […]

Matthew Spencer

Head of Business Development and Marketing

Close Brothers Asset Management

Matthew is a highly effective leader of business development teams with unique experience of managing external and internal growth strategies across brands nationally and internationally. He is managing director, head […]

Philippe Steffen

Executive Director, Head of Operations

REYL & Cie

Philippe is head of operations in the Asset Services department at Reyl & Cie. Philippe supervises and coordinates all operations to enable foreign fund managers to raise assets in full […]

Tobias Wagner

CEO Switzerland

MEA Investment Company

Tobias Wagner is the founder & CEO of Calliopa Capital, a Zurich based Multi-Family Office. Prior to that he served on the executive committee for Societe Generale Private Banking Switzerland […]

Categories

The submission process for The Ninth Annual WealthBriefing Swiss Awards 2022  is now unfortunately closed. For any questions, please contact rachel.fokes@clearviewpublishing.com  

Winner Videos

Awards Winners Supplement


About our Sponsors

Headline Sponsor


Category Sponsors


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


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


Photographs