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 Open – 15th June 2021
Submission Deadline – 8th October 2021
Finalists and Winners Notified of Their Success – 1st November 2022
Public Announcement and Gala Ceremony– 3rd February 2022

Judges

Our global awards program is built on the independence of our judges.  Each judge will have signed an NDA to ensure that all the information they receive in the submissions is kept in the strictest confidence. Further judges will be announced in due course.

Trusted Advisor Panel

Nick Blaydes

Managing Director

EY

Nick Blaydes has 20 years’ investment banking experience and has worked exclusively on transactions in the financial services sector for more than a decade. Nick is head of EY’s financial services transactions team for Switzerland and leads the European M&A team for clients in the wealth management sector. Nick has an extensive track record in advising clients in the financial services industry on a variety of strategic development areas, including strategic options analysis, M&A, portfolio transactions, market entry strategies and co-operations, as well as on valuation and corporate finance issues.

Philippe Bongrand

Senior Partner

Legacy

Philippe advises wealthy individuals on leaving a legacy that will last forever. He builds on his experience in wealth management as well as his strategy consulting and marketing skills. Prior to founding LEGACY, Philippe headed the Wealth & Asset Management practice within a leading consulting firm where he advised clients on growth and digital strategies as well as transformation plans. He has worked with more than 50 clients - global, regional or domestic leaders – on all continents and in both offshore and/or onshore markets - seeking to improve their competitive position and economics. He also had operational roles in the industry, in particular having led functions such as strategy, business development, sales management, sales force effectiveness and marketing.

Cecile Civiale Vuillier

Head of Private Client

Trustconsult Group S.A

Cecile has enjoyed a varied career working with small and large trust companies alike, earning a solid reputation for her work on international trust & foundation administration/corporate services. Prior to moving to Geneva she worked in the UK and France before relocating to Switzerland to head up a trust company. Cecile is a member of several significant professional bodies including The International Tax Planning Association, and the Association of International Business Lawyers. She is former co-chair of the Swiss & Liechtenstein STEP Federation and has qualifications in company law and practice, international trust management, trust administration and accounts, and trust creation.

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 tactical asset allocation, extensive manager research, manager selection and ongoing consolidated reporting and monitoring. James draws on 30 years of industry experience at Ernst and Young Trust Company, ABN AMRO and Morgan Stanley Quilter. James is a regular participant in family office investment committees and is Fellow of the CISI.

Dr Ariel Sergio Goekmen-Davidoff

Partner and board member of successful companies

Lindemann Rechtsanwälte

Ariel is a Partner of LINDEMANNLAW, a Swiss law firm, focusing on demanding international entrepreneurs and wealthy families as well as regulatory and capital market law. Ariel is active in Switzerland, UK, Monaco, and Eastern Europe as well as Russia. He is on the board of several operative companies in Switzerland and the UK, sometimes as President, as well as a number of charities and non for profit companies, like the Swiss Russian Forum, the Chamber of commerce. His practice also covers mandates in M&A and real estate.

Beside a doctorate of business administration, he holds an MBA from Rochester NY and an LL.M. from University of Zurich. He is a member of STEP, ITPA, IISS and IFA.
He contributes regularly articles and to books, the last one being "Zero risk society" published by the Swiss Liberal Institute (2021) and is a regular speaker, moderator and panelist at conferences."

Xavier Isaac

CEO

Accuro

Xavier Isaac is CEO of Accuro, the award winning multi-jurisdictional Trust & Family Office business, and as such he is a principal driver of the Group vision and strategy.

Xavier gained over 20 years of experience in various senior management positions at ABN AMRO Bank and Trust in Luxembourg, Geneva and Jersey prior to joining Investec in 2005. He was instrumental in the launch of Accuro in May 2017 following the successful completion of the management buyout of the Salamanca Trust Group, formally known as Investec Trust.

Originally from Belgium, Xavier graduated magna cum laude in law from the Catholic University of Louvain. He served as the inaugural Vice-President of the Swiss Association of Trust Companies (SATC). He is also a member of the Society of Trust and Estate Practitioners (STEP) and was a Presiding Judge for the STEP Private Client Awards in 2018 and 2019. Xavier is a regular speaker at conferences organized by STEP, SATC, Academy & Finance and Transcontinental Trust.

Since February 2016, Xavier has been the treasurer and President of the Financial Committee of the Swiss Philanthropy Foundation.

In the 2019 and 2020 edition of “Who’s Who Legal Switzerland”, Xavier is listed in top 3 most highly regarded trust and advisory practitioners and is noted by peers and client alike as: “a distinguished expert in the field who demonstrates deep and varied knowledge of the market. He is recognised for the expert advice he delivers to clients on high-stakes and high-value trust and wealth management”.

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. A graduate of the University of Western Ontario in London, Canada, he subsequently earned his Master of Business Administration at the University of Miami. He is accredited as a member of the Financial Planning Institute of Canada and a member of the Society of Trust and Estates Practitioners (STEP). Daniel is a founder of the Swiss Association of Trust Companies (SATC). Daniel is a Canadian and Swiss citizen and speaks English and French.

Andrew McCallum

Managing Director

Rhône Trustees

Andrew is a trustee for UHNW and HNW families. In addition to trusteeships he also focuses on being the accountant or auditor to other trustees and SPVs where he is not trustee or director (e.g. for other trust companies). Andrew is a UK qualified chartered accountant, and is a registered auditor in Switzerland. He is Chair of the Swiss and Liechtenstein STEP Federation, is treasurer and a committee member of STEP Geneva and the Swiss Association of Trust Companies, and also sits on the STEP Worldwide governance committee. He is also vice-chair of the audit and risk committee of the International Federation of Red Cross and Red Crescent Societies.

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 market leading business performance consulting, leveraging the firm’s proprietary data and analysis of client experience, pay & productivity, and talent to deliver unmatched insight and actionable advice. Over twenty years of financial services industry experience, focused on the private banking and wealth management sector. He holds a Masters (MEng) in the Manufacturing Engineering Tripos (MET) from St John’s College, Cambridge University, and completed an accelerated development programme at the London Business School.

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 Institute of Banking & Finance and visiting faculty at EU Business School in Geneva. Osmond worked in private banking in Guernsey, Hong Kong and Dubai prior to moving to Geneva in 1999. The Swiss correspondent for WealthBriefing and the founder of www.wealthcoaching.ch, Osy holds an MBA from Warwick University Business School and PGCHE in Banking & Finance. He is a fellow of the Chartered Institute of Bankers.

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 originally focused on the financial services industry, however in recent years it has built on this M&A expertise and experience and established an additional entrepreneurs and corporates practic.

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.

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 planning for their personal and business assets. He is specialised in matrimonial and inheritance issues including succession vehicles. David also administers cross-border estates and acts in family disputes including mediation. His additional areas of expertise include anti-money laundering (AML) and art law. David currently acts as chairman of STEP Geneva and is the founder of the leading website on trusts in Switzerland (www.trusts.ch).

Technology Panel

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 management sector as operations director for Schroders Private Bank, and head of product development for State Street’s wealth manager services division. In addition, Steve has worked at The Bank of New York where he managed their enterprise level global banking relationships and at Citisoft Consultants where he was head of European business development. Steve brings a unique insight into industry trends and challenges given his senior roles within wealth management, investment operations, outsourcing and consulting.

Jürgen Pulm

Head of Private Banking for CPB Services

RBS

Jürgen has been head of private banking services at RBS since the end of 2014. In this role, he oversees IT, banking operations and change management for the RBS private banking entities and is also the CEO of RBS Services (Switzerland).

Previous roles include being the chief technology officer of the wealth management division of RBS, and head of technology trends and mobile at RBS Group.

Prior to that, Jürgen served as chief operating officer of the wealth management division of RBS, as well as deputy head of the management team at its Swiss branch. Before joining the RBS Group in 2006, he served as CIO at Julius Bär Group.

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 optimization tools; data capture, storage and analytics; and robotic process automation and AI. Within the wealth management arena, his interests include financial planning, investment advisory, retail brokerage, and trust. An authority on digital advice delivery, William has been widely quoted in publications such as Bloomberg, CNBC, Financial Times, New York Times, and The Wall Street Journal. He is also a frequent speaker at industry conferences and client gatherings. Currently, William is director of wealth management at Javelin Strategy & Research. Prior to Javelin, William led the wealth management practice at Celent, the research and advisory arm of Oliver Wyman. Previously, he was head of product and segment development for affluent and high net worth customers within BBVA USA, as well as a member of the BBVA Group’s global Private Banking management team. William holds an AB from Harvard College.

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 families and entrepreneurs, who learnt to appreciate his strong investment convictions, his holistic approach to assessing their environment, and his very close attention to their needs.

In 2016, he took over the management of the UK market for the group and sits on the board of Mirabaud Europe Ltd, the European bank of the group. In 2019, in the context of Brexit, Etienne moved to the UK to follow more closely the development of the UK political, legal and tax environment.

Starting his career at the Compagnie Générale des Eaux, one of the world's largest utilities at the time, Etienne joined in 1995 Creditanstalt Investment Bank (CAIB) in Vienna as a Managing Director focusing on CEE countries and in charge of the group wide asset management and of the private equity departments.

Etienne d’Arenberg sits on or chairs several charity boards, most notably linked to music, in Switzerland, Europe and United Kingdom and sits on the board of his own family's Family Office. He holds a MSc (Mgt) from Boston University and graduated from the Hotel Management School of Lausanne. He speaks fluently French, English, German and Italian and has a fair knowledge of Spanish and Dutch.

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 was made chief executive officer of Rothschild & Co Bank on 1 June 2016. He became global partner of Rothschild & Co in 2017.

Laurent joined Rothschild from Investec Bank, Geneva where he was senior private banker and head of the Geneva office successfully building a new business that provided tailored solutions to private clients. Prior to Investec, Laurent was executive director at Goldman Sachs, Geneva where he focussed primarily on entrepreneurs in technology and financial services.

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 she was responsible for steering segment strategy, marketing, technology, and business operations globally. Prior to joining FIM she was the Chief of Staff for the Global Head of Product Development and Lifecycle Management at UBS Asset Management. Before that, she spent several years in the UBS Private Equity team working first in Product Management and then in Client Development where she was responsible for fundraising and for investor relations covering Emerging Markets. She began her career in New York as a junior banker covering Latam clients. Mariana holds a Bachelor of Arts in Political Science from the University of Pennsylvania.

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 1990 and in 1997, aged 29, went on to become Managing Director at SWFM and Head of Global Business and Client Services for Scottish Widows Investment Management (Scottish Widows Institutional Business).

In 1999 he joined Investec Asset Management where he was the Head of UK and European Retail Business and Managing Director of Investec Fund Managers and Investec Management Limited as well as a member of the Global Executive. In June 2002 he joined Skandia Group and founded Skandia Investment Management as CEO. In 2007 he went on to form Skandia Investment Group, the company’s £50bn, 17 country investment management organisation, which he led as CEO. He also served on the Global Executive Management Board of Skandia Group.

He joined Bordier UK in September 2010 as CEO and became a member of the Group Executive team with Bordier & Cie, the 175-year-old Swiss private bank, that is the majority shareholder of Bordier UK.

Jamie is a Member of the Chartered Institute for Securities & Investments (MCSI), has an MBA from De Montfort University (1992 – 1994) and has attended Harvard Business School’s TGMP. In 2011, Jamie was awarded an Honorary Doctorate in Business Administration from De Montfort University.

Jamie was previously a member of the T Rowe Price Investment Services Advisory Board for a number of years.

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 role in August 2019 and is based in Geneva. Laurence is responsible for the team covering UHNW and family offices based in Switzerland.

Before being a GMM, Laurence was the head of investment counselling team for the UK region based in London. She was managing the UK team of investment professionals who were providing active and relevant advice to clients. She was also responsible for covering key clients, especially family offices in EMEA.

Prior to London, Laurence was a senior investment counsellor for seven years based in Monaco focused on covering key clients in EMEA from several regions including Israel, UK, Monaco. She developed a coverage expertise for sophisticated family offices. She was also a board member of the Citi office.

From 2004 and 2007 Laurence was the Team Leader of the team providing opportunistic ideas to CPB clients across Equity, Fixed Income and derivatives.

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 Group. Earlier in his career he was the partner in charge of the Geneva office of PricewaterhouseCoopers and then chief financial officer of EFG International. He is a graduate from IEP and EDHEC and has completed the Columbia Business School Senior Executive Programme.

Mathieu Saint-Cyr

Managing Director & Head of Asset Management

Geneva Management Group

 

Mathieu serves as Managing Director for Geneva Management Group, heading the Asset Management and Fintech Solutions divisions. He is Chairman of the Board for Wecan Tokenize, a blockchain solutions provider, and co-founder of the Geneva Fintech Association. Mathieu was previously Head of Trading at MKS, one of the leading precious metals trading and refining companies. Prior to this position, Mathieu was running BNP Paribas’s gold derivatives trading activities globally. He holds two MSc degrees in fundamental Mathematics and financial Mathematics.

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 of business development and marketing at Close Brothers and a member of the management committee. He has extensive experience at executive level developing and implementing strategy whilst personally leading new business growth. Matthew has previously held senior positions at Deutsche Bank, Coutts and Credit Suisse.

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 compliance with Swiss regulations.

Having held numerous senior management positions in companies of all sizes both in Switzerland and abroad, he has acquired a wide range of experience that allows him to have a 360° view of the all business lines of an international banking group such as Reyl & Cie.

In the course of his career he has held various management positions ranging from Sales and Marketing, Finance, Audit as well as Administration and Operations in a general sense.

Philippe holds an MBA from Neuchâtel University, and a Marketing Manager degree. He is a Swiss and Italian citizen and speaks French, English, Italian, German and Spanish.

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 and was their Zurich CEO for 4 years. HE spent 10 years at Credit Suisse in various senior management positions overseeing Northern Europe, North & West Latin America and the European business in Singapore. He joined Credit Suisse as head of PB strategy development and worked as relationship manager Germany offshore. Before joining Credit Suisse he spent 6 years with management consulting firm Oliver Wyman. He serves on the Board of Directors of Goldstrom Group AG in Switzerland and as a Non-Executive Director of UK-based Stronghold Global Finance. Tobias Wagner holds a masters degree in International Business Studies from the University of Maastricht and management education from Massachusetts Institute of Technology (MIT) in Boston."

Categories

Please follow this link to enter The Ninth Annual WealthBriefing Swiss Awards 2022

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.

For any questions, please contact rachel.fokes@clearviewpublishing.com

About our Sponsors

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Venue

Fairmont Grand Hotel Geneva

Address: Fairmont Grand Hotel Geneva, Quai du Mont-Blanc 19, 1201 Genève, Switzerland

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