Awards
The Sixth WealthBriefing Swiss External Asset Management Awards for Excellence 2026
Wednesday - 4th March 2026
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 Sixth WealthBriefing Swiss External Asset Management (EAM) Awards For Excellence 2026 is now open, culminating in a celebratory cocktail reception at the spectacular AURA, Zurich on the 4th March 2026. 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:
- 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 2026 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 – Now
Submission deadline – 21 November 2025
Winners and commended firms notified of their success – January 2026
Public announcement and cocktail reception – 4th March 2026
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 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.
The 2026 Judging Panel will be announced in due course.
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, Fund Managers 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 introduces Swiss asset managers registered with the Securities and Exchange Commission in the United States and dedicated to providing Swiss-based wealth management services to US, Canadian, and Latin American citizens, residents, and expats. The platform includes other wealth management-related services as well. In addition, Anne is the founder of AW●ASIA PACIFIC | MIDDLE EAST at americanswelcome.asia and also provides US-oriented, digital and traditional marketing, communication, and business development strategies through her agency, Americom.
Gary Tiernan
CEO
Various
Gary Tiernan has worked in the international finance industry for over three decades. He now runs his own consulting business supporting UHNWIs and families. He is an experienced CEO and CIO in the MFO and EAM areas.
He started his career in investment banking, holding management roles in London and Switzerland. In private banking, he has held several global roles, and multiple senior regional roles in Asia and Europe, and worked extensively with clients internationally. These roles have covered investments, fiduciary and wealth planning, and sales management.
About our Sponsors
Category Sponsor
ProFundCom helps financial institutions raise and preserve AuM using digital marketing analytics. ProFundCom has been built using expertise and best practice from within the financial services industry. Our marketing analytics focus solely on the asset/investment management space and offer an integrated solution across all digital properties. We understand email/web traffic patterns of investment management clients and how you can leverage these behaviours.
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
Telomere Capital
Assets Under CHF 500 Million AuM
Erlen Capital Management
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
Descartes Finance AG
INTERNATIONAL CATEGORIES (COMPANY)
Servicing North American Clients
Alpen Partners | Alpen Partners International
Servicing French Clients
Edmond de Rothschild Asset Management
Servicing MENA Clients
AlphaSwiss Partners
Servicing LATAM Clients
Octogone Group
REGIONAL AND CANTONAL CATEGORIES (COMPANY)
Based in Zurich
swisspartners Advisors Ltd.
Based in Geneva
Apricus Finance
Based in Liechtenstein
IMT Asset Management (IMTA)
Based in Vaud
MFM Mirante Fund Management SA
TEAM BASED CATEGORIES
Investment Process Team
Noble Capital Management (NCM) SA
Portfolio Management Team
swisspartners Advisors Ltd
ESG Engagement Team
Accuro
Direct Investment Program
Goldbach Capital
Client Service Team
Hyposwiss Advisors SA
Wealth Planning Team
The Forum Finance Group SA
Swiss Domestic Team
Noble Capital Management (NCM) SA
International Team
Octogone Group
Private Markets Offering Team
DECALIA SA
TECHNOLOGY CATEGORIES (IN-HOUSE)
Innovative Use of Technology
swisspartners Advisors Ltd
Client Reporting
Telomere Capital
Client Communications
MFM Mirante Fund Management SA
TECHNOLOGY AND EXTERNAL SUPPLIER CATEGORIES
Overall IT Solution Provider
WIZE by TeamWork
Client Reporting
aixigo AG
Client Accounting
SS&C Technologies
Client Communications
SS&C Technologies
CRM Product or Solution
WIZE by TeamWork
Compliance Solution
swisspartners Advisors Ltd.
Portfolio Management Solution
WIZE by TeamWork
Data Provider
Infront
SPECIALIST WEALTH MANAGEMENT CATEGORIES
Fund Selection/Asset Allocation Offering
The Forum Finance Group SA
Family Governance & Stewardship
Intuitae Capitalium (ICSA)
Next Generation Program
Capitalium Wealth Management
Family Office Proposition
Telomere Capital
Digital Assets Offering or Service
Sygnum Bank AG – Investment Solutions
Thematic Investment Proposition or Strategy
DECALIA SA
Private Placement Life Insurance (PPLI)
Sophós Advisors
LEADERSHIP BASED CATEGORIES (INDIVIDUAL)
Chief Executive Officer (CEO)
Alpen Partners | Alpen Partners International – Pierre Gabris
Chief Investment Officer (CIO)
MFM Mirante Fund Management SA – Frank Crittin
Female Executive
UMA Swiss AG/UMA Wealth (Switzerland) AG – Geralda Kral
Thought Leadership
swisspartners Advisors Ltd.
Rising Star Under 40
Telomere Capital – Aurélien Guzzo
Lifetime Achievement
IMT Asset Management (IMTA) – Dr. Thomas Trauth
Categories
WealthBriefing Swiss External Asset Management (EAM) Awards For Excellence 2026 – Entry Process
1. Register
Begin your journey by registering here for the WealthBriefing Swiss External Asset Management (EAM) Awards For Excellence 2026.
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).
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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: 21st November 2025
Email your completed nomination form(s) to:
📧 Becky.newman@clearviewpublishing.com
5. Notification & ceremony preparation
Finalists (winners and commended firms/individuals) will be notified in January 2026.
They will be offered the opportunity to purchase marketing packages and tickets for the awards cocktail gala on 4th March 2026.
6. Awards announcement & promotion
Winners will be officially announced at the awards cocktail ceremony on the 4th March 2026, and results will be published across WealthBriefing’s editorial channels, website, and social media on the 5th March 2026.
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 Sponsor