Awards
The Seventh WealthBriefing Swiss External Asset Management Awards for Excellence 2027
Thursday - 4th March 2027
AURA 800°
Bleicherweg 5, 8001 Zürich, Switzerland
Overview
In a sector defined by precision and professionalism, the WealthBriefing Swiss External Asset Management Awards for Excellence recognise those who lead with innovation, integrity, and outstanding client service. These awards celebrate the very best in Switzerland’s EAM community, offering a platform to showcase success and benchmark excellence.
The nomination process for the Seventh WealthBriefing Swiss External Asset Management (EAM) Awards for Excellence 2027 is now open, culminating in a celebratory cocktail reception at the spectacular AURA, Zurich on the 4th March 2027. A preview of what to expect can be seen here.
WealthBriefing – the global subscriber-based newswire – has been exclusively reporting on the Swiss family office and wealth management sector for over 20 years. The awards programme gives participants a chance to showcase their achievements; they also give winners an opportunity to explain to clients, colleagues and third-party associates, the value they add. My editorial colleagues relish shedding light on the winners, often inspirational individuals and teams who have something original and fresh to offer.
The categories for entry are focused on client experience around these main areas:
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- Swiss National
- International
- Regional and Cantonal
- Team Based
- Technology
- Specialist Wealth Management
- Leadership Based
Judging
Independence, integrity and genuine insight are the watchwords of the judging process, which is conducted by expert panels drawn from banks, family offices and trusted advisors/consultants to the sector.
Every submission is carefully reviewed to ensure the most deserving companies and individuals are selected as winners in each category. Outstanding submissions that have a particular reason to be praised may be commended by the judges.
Commercially sensitive information is kept confidential, and conflicts of interest are avoided at all times. All judges have signed a Non-Disclosure Agreement.
Awards notification process and marketing your success
Securing a WealthBriefing Award sets organisations and individuals apart from their peers, providing tangible recognition of excellence, innovation, and leadership. These prestigious accolades celebrate top-tier performance and highlight the sustainability and resilience of the winners’ business models.
More than just an award, it is a powerful endorsement that signals to clients, partners, and the wider industry that your firm offers something truly exceptional.
Winners and commended firms will receive advance notification of their success, allowing time to prepare marketing communications ahead of the official 2027 announcement. This ensures maximum visibility and strategic alignment of messaging.
As the leading voice of the family office and wealth management community, WealthBriefing collaborates with winners to amplify their success through an array of bespoke marketing collateral, helping them fully capitalise on this distinguished recognition.
Annual Acclaim magazine
One of the award outputs is the Annual Acclaim magazine which is widely distributed to our community. All winners and sponsors are given the opportunity to have an extended entry within this publication, and are invited to send the publication to their prospects and clients.
Sponsorship opportunities and further information
For further information on sponsorship opportunities and the awards and submission process please contact
rachel.fokes@clearviewpublishing.com
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).
Key Dates
Nominations open – Open
Submission deadline – 20 November 2026
Winners and commended firms notified of their success – January 2027
Public announcement and cocktail reception – 4th March 2027
Venue
AURA 800°
Address: Bleicherweg 5, 8001 Zürich, Switzerland
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 or the family office sectors.
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 an overview of our global awards programmes here.
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 discourage adding 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 may 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 rachel.fokes@clearviewpublishing.com.
Judges
Our global awards programme is built on the independence of our judges. For the WealthBriefing Swiss External Asset Management Awards, the judges are invited from partnering 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 announced in due course.
Trusted Advisors
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 Managers, Family Offices, Pension Funds, Fund Managers, Securities Firms and Banks.
He brings the judges panel an extensive banking operations & IT expertise acquired in his current role since 2020 but also during the 9 previous years while heading business development of Bank Lombard Odier global custody & reporting services which he joined after 10 years as Private Banking Client Executive at IBM Geneva.
Both Swiss and Belgian, used to work in multi-cultural and multilingual environments, his motivation has been during his whole career to understanding customer's pains, translating those to experts who are able to solve them and setting the right level of expectations on both sides.
Anne Liebgott
Founder & Managing Director
AW✚SWITZERLAND
Anne is founder of the award-winning, Swiss online platform AW✚SWITZERLAND at americanswelcome.swiss. AWS builds a bridge between US, Canadian, and Latin American clients seeking services from Swiss wealth managers, private banks and other Swiss-based providers. In addition, Anne is the founder of AW●ASIA PACIFIC | MIDDLE EAST at americanswelcome.asia and AW❖UNITED KINGDOM, at americanswelcome.uk, and also provides US-oriented, digital and traditional marketing, communication, and business development strategies through her agency, Americom. In addition, she takes on the role of Chief AI Officer.
Bruce Weatherill
Chairman
ClearView Financial Media
Bruce is a chartered accountant with over 40 years financial services experience, previously a partner in PwC, latterly as Global leader of their Wealth Management practice and the key driver of their bi-annual Wealth Management Report. Bruce is now CEO of Weatherill Consulting providing advice on client centricity and wider strategic matters to wealth managers. He is the author of The Value of Trust: the quest by Wealth Managers for Trusted Advisor status and a number of other thought leadership reports. Bruce is chairman of ClearView Financial Media and Ten Lifestyle Group Plc as well as a non-executive of a number of companies including , The Wisdom Council and ComPeer.
About our Sponsors
Category Sponsors
Basis Point Channel: The New Financial Intelligence Standard
Basis Point Channel is a rapidly growing Swiss media ecosystem dedicated to decoding the world of finance with unparalleled clarity, depth, and a crucial touch of irreverence.
Born in Geneva and engineered for a demanding global audience of CIOs, top-tier Wealth Managers, Private Bankers, Founders, and HNWIs, the channel has quickly established itself as the exclusive space where industry leaders speak with absolute candor, and where complex topics are made accessible, without ever being simplified.
The conviction you can't afford to ignore
At its core, Basis Point is driven by a simple, urgent conviction: finance deserves smarter, sharper storytelling.
The industry is overflowing with expertise, but the most valuable insights remain locked behind jargon, internal memos, or closed-door conferences. Basis Point changes that. We engineer conversations that are practical, brutally honest, and focused on the future, with questions that cut straight to the core of the issue. No fluff, no posturing, just smart people explaining what they really think, in a space designed to cut through corporate jargon.
smartKYC’s AI software is used by banks to automate customer due diligence whether for remediation, onboarding, refresh or continuous monitoring; our technology drives faster, better, and more cost- effective KYC at every stage of the relationship – liberating human effort to focus on decision-making rather than laborious screening and research. smartKYC integrates all relevant KYC sources - external watchlists, media archives, open web search, private company data, internal blacklists and, like a human, it reads everything and extracts useful intelligence in the form of facts. smartKYC presents facts about risks like adverse media, but also provides insights into information like source of wealth, network risk and even ESG misdemeanours. Sophisticated hit scoring maximises relevance and minimises false positives. All of this is done at speed and at scale and, as such, straight through processing opportunities become obvious. In refresh or continuous monitoring mode, smartKYC watches only for net new risks as they emerge and never repeats what is already known.
Previous Winners
SWISS NATIONAL CATEGORIES (COMPANY)
Overall External Asset Manager
LeoVest Partners AG
Assets Under CHF 500 Million AuM
Erlen Capital Management AG
Assets Between CHF 500 Million – 1 Billion AuM
MFM Mirante Fund Management SA
Assets Over CHF 1 Billion AuM
The Forum Finance Group SA
Growth Strategy
Global Gate Asset Management SA
Newcomer
Aurea Global Investments SA
INTERNATIONAL CATEGORIES (COMPANY)
Servicing North American Clients
Alpen Partners | Alpen Partners International
Servicing Asia Clients
Columbus Private (Suisse) SA
Servicing UK Clients
LeoVest Partners AG
Servicing Eastern European Clients
Columbus Private (Suisse) SA
Servicing MENA Clients
Accuro
Servicing Latam Clients
Targa 5 Advisors
Manager with International Offices outside of Switzerland
Brainvest Wealth Management
REGIONAL AND CANTONAL CATEGORIES (COMPANY)
Based in Zurich
Lakefield Partners
Based in Liechtenstein
IMT Asset Management (IMTA)
Based in Vaud
MFM Mirante Fund Management SA
TEAM BASED CATEGORIES
Marketing/PR Team
AW✚SWITZERLAND
Investment Process
Noble Capital Management (NCM) SA
Portfolio Management
Apricus Finance
Direct Investment Program
AlphaSwiss Partners
Client Service
Hyposwiss Advisors SA
Wealth Planning
Columbus Private (Suisse) SA
International
Alpen Partners | Alpen Partners International
Private Markets Offering
IMT Asset Management (IMTA)
Most Effective On-Boarding Procedure
Descartes Finance AG
TECHNOLOGY CATEGORIES (IN-HOUSE)
Innovative use of Technology
Lobnek Wealth Management
Client Reporting
Telomere Capital
Overall Digital Engagement
Octogone Group
TECHNOLOGY AND EXTERNAL SUPPLIER CATEGORIES
Client Reporting
Etops Group
Client Communications
Wealthcom
CRM Product or Solution
WIZE by TeamWork
Compliance Solution
Wecan Group
Portfolio Management Solution
WIZE by TeamWork
Data Provider
Infront
KYC and/or AML Solution
Wecan Group
Most Innovative Fintech or Wealthtech Solution
Masttro
SPECIALIST WEALTH MANAGEMENT CATEGORIES
Fund Selection/Asset Allocation Offering
NS Partners
Next Generation Program
The Forum Finance Group SA
Family Office Proposition
Brainvest Wealth Management
Thematic Investment Proposition or Strategy
torck capital management AG
Wealth Management Executive Search Firm
Hunkar Finance
LEADERSHIP BASED CATEGORIES (INDIVIDUAL)
Chief Executive Officer (CEO)
Telomere Capital – Dominique de Riaz
Chief Investment Officer (CIO)
LeoVest Partners AG – Peter Ahluwalia
Female Executive (Individual)
Edmond de Rothschild Asset Management – Marie Jacot
Female Executive (Company)
Telomere Capital
Lifetime Achievement
LeoVest Partners AG – Stephan Matti
Employer of the Year
Targa 5 Advisors
Rising Star under 40
MFM Mirante Fund Management SA – Christophe Beney
Categories
WealthBriefing Swiss External Asset Management Awards for Excellence 2027 – Entry Process
1. Register
Begin your journey by registering here for the WealthBriefing Swiss EAM Awards 2027.
2. Select your categories
Complete your details and choose the award categories you wish to enter.
3. Complete your nomination form
After submitting the registration form, you will receive a confirmation email containing a downloadable nomination form.
Please:
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Provide the name of your firm or individual, exactly as you would like it to appear in all award-related communications.
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Answer all questions within the form (total word count must not exceed 1,000 words or 1,500 words for individual submissions).
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You may include up to 3 relevant examples via active links to PDFs, audio, or video files.
4. Submit your entry – Submission deadline: 20th November 2026
Email your completed nomination form(s) to:
Becky.newman@clearviewpublishing.com
5. Notification & ceremony preparation
Winners and commended firms/individuals will be notified in January 2027.
They will be offered the opportunity to purchase marketing packages and tickets for the awards presentation in March 2027.
6. Awards announcement & promotion
Winners will be officially announced at the awards ceremony on the 4th March 2027, and results will be published across WealthBriefing’s editorial channels, website, and social media the following day.
Please note: While the judging process is completely independent of any commercial relationships, all winners are expected to enter into a financial arrangement with the organisers to support the promotion of their award(s). This promotional commitment is separate from — and not conditional upon — attendance at the awards ceremony.
Category Sponsors