Awards

The Sixth WealthBriefing Swiss External Asset Management Awards for Excellence 2026

Wednesday - 4th March 2026

AURA 800°
Bleicherweg 5, 8001 Zürich, Switzerland

Nominations closed
Winners announced on
4th March, 2026

Become a Sponsoring Partner
About Judges & Sponsors Finalists & Winners Categories & Registration

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 – Closed

Submission deadline Closed

Winners and commended firms notified of their successJanuary 2026

Public announcement and cocktail reception4th 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.

Further judges will be announced in due course.

Trusted Advisors

Mark Branston

Private Banker and Team Leader (Multi Family Office, EAM and Corporates)

Barclays Private Bank

Fabian Dori

Chief Investment Officer

Sygnum Bank

Pierre Dupont

Managing Partner

WIZE by TeamWork

Ian Ewart

Chairman

Acin Ltd

Ricardo Guth

Branch Manager

CBH Compagnie Bancaire Helvétique SA

Hassen Jaufeerally

Senior Relationship Manager

The Mauritius Commercial Bank

Anne Liebgott

Founder & Managing Director

AW✚SWITZERLAND

Laurent Pellet

Limited Partner, Global Head of External Asset Managers

Lombard Odier

Bruce Weatherill

Chief Executive

Weatherill Consulting

About our Sponsors

Custodian Sponsors

Category Sponsors

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

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

The submission process for the WealthBriefing Swiss EAM Awards 2026 is now unfortunately closed. For any questions, please contact jenna.maybery@clearviewpublishing.com