The Tenth Annual WealthBriefing Swiss Awards 2023

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 audit services.

Andrew is a bilingual private client and corporate services partner with 25 years Swiss and international experience at board, trustee and audit committee level on trusts, foundations, companies, family offices and not-for-profit entities. He specialises in both private client and corporate services, including estate planning and the establishment and ongoing administration of complex international trust and foundation structures, private trust companies and purpose trusts. In addition to being trustee on family trusts, Andrew undertakes the accounting and auditing of trusts and underlying entities for other trustees and family offices.

Andrew is a Chartered Accountant (Institute of Chartered Accountants of Scotland), an authorised “expert-auditor” in Switzerland, a qualified Trust and Estate Practitioner (TEP) and holds an MBA.

Andrew sits on several industry leading boards and committees at the Society of Trust and Estate Practitioners (STEP), the Swiss Association of Trust Companies (SATC) and the International Federation of Red Cross and Red Crescent Societies (IFRC). He is currently Chair of the Swiss and Liechtenstein STEP Federation (2018-present), is Treasurer and Committee member of both STEP Geneva (2010-present) and the Swiss Association of Trust Companies (2018-present), is a member of the STEP Worldwide Governance Committee (2021-present) and is the Vice Chair of the Audit and Risk Commission of the International Federation of Red Cross and Red Crescent Societies (2009- present). Previously, he was member of STEP Worldwide Professional Standards Committee (2013-2020). Andrew is fluent in English and French, and is a dual British-Swiss national.

He is a regular speaker at conferences and training courses and publisher of articles, and he has been called upon to provide expert evidence to Court in the area of private client financial statements and business analysis.

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.

David Wallace Wilson heads Schellenberg Wittmer’s private wealth team in Geneva and is regarded as a leading practitioner in this field. He is listed Tier 1 by Chambers and Partners HNW since 2015 and appears in the Private Client Global Elite since 2012. David assists private clients and their families with wealth structuring and succession planning. He also acts in family, guardianship and inheritance disputes, including domestic and international litigation. His particular expertise includes the (future) Swiss trust, relocating to Switzerland, art transactions and defending clients against automatic exchange of  information (CRS). David is the founder of www.trusts.ch, the leading website on trusts in Switzerland, served as the chairman of STEP Geneva as well as an editor of the Trust Quarterly Review.

Ariel is a self-employed Partner at Swiss law firm LINDEMANNLAW looking after the legal requirements of international and Swiss UHNWI entrepreneurs, their companies and families. His clients are from the US and UK, Switzerland, Monaco, Poland and Czech Republic. His expertise inter alia comprises M&A, corporate structuring, regulatory advice, relocation, real estate, succession planning, charity etc. He is on the board of successful Swiss, EU and UK companies.

His industry exposure is in energy, solar, water, fertilizer, wealth and asset management, banking, trust, finance instruments including NFT. Beside a doctorate of business administration, Ariel holds an MBA from Rochester NY and an LL.M. of the University of Zurich. He is a STEP, IFA and IISS member.

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.

Marc is a passionate leader, who heads EY’s Swiss Financial Services Strategy and Transaction team. He has more than 20 years of experience in advising financial institutions in the context of corporate transactions and corporate finance strategies. He has a deep understanding of the challenges and priorities faced by the wealth management industry in Switzerland and abroad. Beside advising clients on traditional financial services transactions Marc has a vast track record in providing the whole range of corporate finance services in related markets such as software, brokerage, platform economy or payment services.

Marc started his career as a bank auditor in 2000. He was member of the core audit team of one of the ten largest banks worldwide, responsible for wealth management and private banking. After four years in assurance, he joined the Transaction Advisory team in Zurich and gained international experience on a secondment in London. In 2012 he left EY and spent four years as a partner at a Corporate Finance Boutique specialised in M&A and consulting. In 2016 he re-joined EY as transaction support team leader. Four years later he took over the management of the FSO Strategy and Transaction service line.

Marc is a Swiss Certified Accountant, member of the FSO Switzerland Executive Committee and the EMEIA FSO Strategy and Transaction Leadership team.

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, 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.

Patrick Stauber has been professionally active in the financial sector for over thirty years.

Currently, he holds senior positions within the Marcuard Heritage group, including the position of Group Chief Executive Officer and Chairman of the Alpinum Investment Management AG board. Furthermore, he is on the board of two other independent wealth managers based in Switzerland. Besides, Patrick was a founding executive member of the Alliance of Swiss Wealth Manager.

Before joining Marcuard Heritage group in 2009, Patrick held top positions with a Swiss external asset manager and in various UCITS vehicles in Luxembourg, as well as at Morgan Stanley Private Wealth Management in Zurich and London, Citicorp Private Bank Zurich and Citibank NA in London.

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 leverage the scale of a 1.5 Trio AUM platform and be able to focus exclusively on their key differentiation activities. Prior to his current role, Philippe advised both wealthy individuals on leaving a legacy as well as Wealth Managers. He headed the Wealth & Asset Management practice of leading consulting firms where he advised 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 strategy, business development, sales management and digital, notably at UBS Weath Management.

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.

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 marks twenty-two years of exceptional, independent M&A and corporate finance advisory service. Originally focused on executing M&A transactions in the global financial services industry, as the industry developed and private banks recognised the need to offer their clients more specialist corporate finance advice, Millenium Associates launched their Entrepreneurs and
Corporates Practice, extending their M&A and corporate finance services to the clients of private
banks as well as corporates and entrepreneurial business owners globally.
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.

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 drive our international strategy, mission and vision. I am also advising clients on estate planning, taxation, philanthropy and trusts, with the objectives of protecting their families and their wealth whilst supporting their positive contribution to the world.

I am the treasurer of the Swiss Philanthropy Foundation, an independent hosting foundation based in Switzerland encouraging charitable giving by creating and managing philanthropic funds. I also sit on the board of the Fondation Pacifique, a Swiss foundation whose missions are to promote greater understanding of human impact on the oceans and to raise awareness of related issues concerning sustainable development.

My qualifications include a master’s degree in Law from Catholic University of Louvain (Belgium), Magna Cum Laude. I was awarded a European Community Scholarship at University Complutense of Madrid (Spain). I am also a Member of the Society of Trust and Estate Practitioners (TEP) and a former Vice-President of the Swiss Association of Trust Companies.

I speak French, English, Spanish and Dutch.

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. He is also the CEO of NatWest Services (Switzerland) Ltd. Jürgen has been Head of Private Banking Services since the end of 2014 overseeing IT, banking operations and change management for the NatWest Group Wealth business. Previous positions include being the Chief Technology Officer of the Wealth Management Division and Head of Technology Trends and Mobile at NatWest Group. Prior to that, Jürgen served as Chief Operating Officer of the Wealth Management Division of NatWest Group as well as deputy head of the management team at its Swiss branch. Before joining the bank in 2006, he served as CIO at Julius Bär Group.

Mike is advisor to families, venture capital houses, start-up and growth business (as Board Adviser/NED). He is an investor, Co-Founder and formerly group chief operating officer of wealth manager and multi-family office Artorius. Mike was the architect behind the model that delivers a multi-jurisdictional client-centric wealth-planning proposition. Mike was previously a partner at accountancy firms RSM and Baker Tilly. Prior to this he has years’ experience in financial services and banking with KPMG, Santander and UK mutual societies. He also helped found a Saudi family office and managed a substantial private equity portfolio.

Steve is a founding director of Investment & Wealth Management Consultants (“IAWMC”) who provide a full spectrum of consulting services, from strategic advice through to delivery for wealth managers, private banks, family offices, asset managers, software vendors and service providers.

Steve 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, he 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 is a regular keynote speaker at Wealth Management events and is often quoted in the press. He also serves on the judging panel for a number of prestigious industry awards covering the UK, Channel Islands and Switzerland and has been included in the Top 100 Most Influential People in Service Provision for Alternative
Investment Firms for the past 3 years.

By utilising his extensive network of contacts and market knowledge, Steve is able to add value to start-up & scale up Fintech companies and private equity organisations.

William Trout serves as Director of the Securities and Investments practice at Datos Insights, focusing on technology strategy and innovation in the capital markets. He has particular expertise in platform automation; data capture, storage and analytics; and portfolio management and optimization. Within the wealth and asset management arena, his interests include investment advisory and wholesaling and distribution services, as well as private banking and trust.

Will's research and consulting work is informed by more than more than two decades of industry experience. Prior to joining Datos Insights, Will led wealth and asset management in the U.S. and the U.K. at Celent, a division of Oliver Wyman, before launching separate advisor- and investor-focused research practices at Javelin Strategy & Research. Prior to those roles, Will spent many years in product and segment management at BBVA Compass, where he helped guide the introduction of a pioneering managed-accounts platform and the expansion of banking and investments services targeting high-net-worth and institutional investors.

An authority on digital advice delivery, Will has been widely quoted in the trade press as well as in publications such as the Financial Times and The Wall Street Journal. He is also a frequent speaker at industry conferences and gatherings. In his spare time, Will is an avid runner and reader of history.

Will holds a Bachelor of Arts from Harvard College.

BEAT is CEO BNP Paribas Wealth Management Switzerland & Emerging markets. BNP Paribas is a key player in international banking and the European Union’s leading bank.

Beat joined BNP Paribas from UBS, where for over 16 years he has held several senior management leadership positions in Wealth Management, in both Switzerland and Germany.

Prior to that he was Associate Principal at McKinsey & Company where he advised senior management on top-level strategic and operational topics with a focus on Wealth Management as well as universal banking.

Beat holds a Ph.D. in organic chemistry from the Swiss Federal Institute of Technology (ETH) and an MBA from INSEAD.

Bruce is a chartered accountant with over 37 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 a non-executive of a number of companies including Fidelity Holdings UK, The Wisdom Council, ComPeer, JDX Consulting and Ten 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.

Laurence is General Market Manager (GMM) for Citi Private Bank Switzerland and Monaco.

Based in Geneva since 2019, she is responsible for the Swiss onshore market, servicing UHNW and family offices based in Switzerland. She is a member of the Private Bank’s EMEA Leadership Team and represents the Private Bank on Citi’s Swiss Senior Management Committee. She sits on various governance committees and supervises the Private Bank’s Swiss-based teams addressing clients in regions such as the Middle East and Latin America.

Laurence joined Citi in Monaco in 1998. She has also held leadership positions in London and
Geneva, serving clients throughout EMEA. She developed a specialization in family office portfolio matters, with focus on capital markets and alternative investments.

Prior to her current role, Laurence was Head of Investments for the UK, leading a team of
advisory professionals in London. Previously, she was a senior Investment Counsellor in Monaco, where she also served as a board member of Citi’s local legal entity.

Laurence has a passion for sustainability and impact investing, actively contributing to the
development of our ESG platform. She assists in Citi’s talent development within the Private
Bank’s women and EMEA graduates networks.

Among her personal interests are chess, scuba diving and running.

Laurence holds a postgraduate degree in financial engineering and a master’s in economics.

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 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.

Mathieu serves as CEO for Tameo Investment Fund Solutions, a leading Swiss impact investing specialist, advising funds, managers and investors. Tameo assumes responsibility for the portfolio oversight, policy functions and ESG & impact reporting of the Swiss Investment Fund for Emerging Markets (1Bn CHF).

Prior to this position, he was CEO at Geneva Management Group, a FINMA regulated, award winning, asset manager and multi-family office, founded in Switzerland in 2000.

Mathieu started his career in investment banking where he ran BNP Paribas’s gold derivatives trading activities globally. He then served as Head of Trading for MKS, one of the leading precious metals trading and refining companies.

He holds two MSc degrees in Mathematics and a certificate in ESG Investing from the CFA Institute.

Mathieu has a proven track record of creating and growing new businesses, from startups to standalone business lines in large groups, with a special interest and focus on sustainability and impact investments.

Combining both an in-depth knowledge of marketing strategy and business development, Matthew has sat on senior management teams and led significant business growth. His deep experience with HNW/UHNW clients, knowledge of wealth management and expertise in marketing strategy to improve brand awareness, client experience and business development are extensive. Until recently he was Managing Director, Head of Business Development & Marketing at Close Brothers Asset Management having previously held senior management positions at Deutsche Bank, Coutts and Credit Suisse.

Nicolas Syz joined the Syz Group in 2017 as Head of Business Development for Bank Syz, before becoming Head of Syz Private Bank in 2019. Previously, he worked for UBS in Zurich and Firmenich in Paris and London.

Philippe is a Managing Director in charge of the operations within the Asset Services department at Reyl Intesa Sanpaolo in Geneva. Philippe is in charge of all operations allowing foreign fund managers to raise assets in Switzerland in full compliance with local Swiss regulations.

Philippe has over 30 years of leadership experience in the Banking and Financial Services’ industry and has held a variety of senior management roles in companies in Switzerland and abroad, having previously served as Sales and Marketing Manager, Chief Operating Officer, Chief financial Officer and Relationship Manager.

He has thus acquired a wide range of experience that allows him to have a 360° vision of all business lines of an international banking group.

Both Swiss and Italian, Philippe is used to working in multicultural and multilingual environments and holds a Master’s degree in Business Administration and a Marketing Manager diploma.

Franck Bonin started his career in 1993 in real estate development. He joined the Strategy and Marketing Direction of Societe Generale group in 1997 as Head of the wealth planning offering dedicated to CEOs. In 2001, he joined the private bank in France as Associate Director of Wealth Planning. He was appointed Head of Customer Management in 2006, in charge of a team of dedicated advisors. In 2010, Franck Bonin became Head of the client segment dedicated to private individuals in French regions.

In 2012, he was appointed Commercial Director of Societe Generale Private Banking France.

In September 2017, Franck Bonin was appointed Commercial Director of Societe Generale Private Banking, in charge of the entity's commercial strategy and the supervision of the sales and marketing teams.

In September 2019, Franck Bonin has been appointed Chief Executive Officer of Societe Generale Private Banking Switzerland.

Franck Bonin holds a Master's degree in Finance specialising in international asset management.