Overview
Introduction
WealthBriefing is excited to announce the launch of its 2023 Swiss Awards programme.
Now celebrating its tenth anniversary, and building on the long-standing success of its independent judging process, nominations for the Tenth Annual WealthBriefing Swiss Awards 2023 are now open.
Having reported on the wealth management industry for nearly 20 years and being responsible for many research reports specifically covering European wealth management market, WealthBriefing is well placed to oversee a process that fairly rewards achievement, top class performance and innovation.
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 2022 Awards website.
Gala Dinner
WealthBriefing’s gala dinner is an opportunity for our winners to celebrate their success with their colleagues and peers. The ceremony is highly regarded and attendance is seen as a must for all those lucky enough to have produced a winning entry. We shall be hosting this dinner on the 9th February at the prestigious Fairmont Grand Hotel, Geneva.
Sponsorship Opportunities
For further information on sponsorship opportunities please contact andrew.deane@clearviewpublishing.com
Further Information
For more information about the awards and submission process please contact rachel.fokes@clearviewpublishing.com
Key Dates
Nominations – 13th of June 2022
Submission Deadline – 6th of October 2022
Winners Notified of Their Success – 14th of November 2022
Public Announcement and Gala Ceremony– 9th February 2023
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

Andrew McCallum
Senior Partner
Rawlinson & Hunter
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 […]
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 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. […]
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 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 […]
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).

Dr Ariel Sergio Davidoff
Partner and board member of successful companies
Lindemann Rechtsanwälte
Ariel is a self-employed Partner of LINDEMANNLAW, a Swiss law firm, looking after the legal requirements of international and Swiss entrepreneurs, multi-national firms as well as advising on regulatory law. […]
Ariel is a self-employed Partner of LINDEMANNLAW, a Swiss law firm, looking after the legal requirements of international and Swiss entrepreneurs, multi-national firms as well as advising on regulatory law. Ariel is active in Switzerland, UK, Monaco, and Eastern Europe. He is on the board of a number of successful companies in Switzerland and the UK, Germany and Holland. The industries comprise solar, water, fertilizer, wealth and asset management, banking, trust, venture capital, M&A and IT.
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.“

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 […]
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 Berger
Partner
EY
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 […]
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 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 […]
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 […]
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
Group Chief Executive Officer
Marcuard Heritage
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 […]
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 Bongrand
CEO
FNZ
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 […]
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 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 […]
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
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 […]
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.

Xavier Isaac
CEO
Accuro
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 […]
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 am an enthusiastic knight of the “Confrérie des Chevaliers du Tastevin” in Burgundy, a keen skier and
love to spend time in the Swiss mountains with my family. I speak French, English, Spanish and Dutch.
Technology Panel

Jürgen Pulm
Head of Private Banking for CPB Services
RBS
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. […]
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 Toole
Advisor
Various
Mike is currently advisor to venture capital houses and families. He is an investor, Co-Founder and formerly group chief operating officer of Artorius, a wealth manager that has shown strong […]
Mike is currently advisor to venture capital houses and families. He is an investor, Co-Founder and formerly group chief operating officer of Artorius, a wealth manager that has shown strong growth since its inception in 2014.</span> Mike has been the architect behind a model that delivers a multi-jurisdictional client-centric wealth-planning proposition underpinned by a strong governance infrastructure. Mike was previously a partner at accountancy firms RSM and Baker Tilly, where he was group operations director for the financial management and investment businesses. 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 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 […]
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.

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 […]
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

Beat Bachmann
CEO Switzerland & Emerging markets
BNP Paribas (Suisse)
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 […]
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 Weatherill
Chief Executive
Weatherill Consulting
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 […]
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.

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 […]
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 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 […]
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.

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 […]
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 […]
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 Saint-Cyr
Managing Director & Head of Asset Management
Geneva Management Group
Mathieu is the Geneva Management Group’s CEO and oversees the company’s operations and business activities globally. He is Chairman of the Board for Wecan Tokenize, a blockchain solutions provider, and […]
Mathieu is the Geneva Management Group’s CEO and oversees the company’s operations and business activities globally. 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. Before 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
Advisor
Various
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 […]
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
Head of Private Banking
Syz Group
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 […]
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 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 […]
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.

Franck Bonin
Chief Executive Officer
Societe Generale Private Banking
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 […]
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.
Categories
The submission process for The Tenth Annual WealthBriefing Swiss Awards 2023 is now unfortunately closed. For any questions, please contact rachel.fokes@clearviewpublishing.com

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Venue
Fairmont Grand Hotel Geneva
Address: Quai du Mont-Blanc 19, 1201 Genève, Switzerland
Winners
PRIVATE BANKING CATEGORIES
Domestic Private Bank
REYL Intesa Sanpaolo
Foreign Private Bank
Barclays Private Bank
Private Bank Leadership Team
Barclays Private Bank
Private Bank Operations Team
Lombard Odier
HNW Team (Swiss Domestic Clients)
Piguet Galland
HNW Team (International Clients)
Rothschild & Co Wealth Management
UHNW Team (Swiss Domestic Clients)
Union Bancaire Privée
UHNW Team (International Clients)
Citi Private Bank
Family Office Offering
Edmond de Rothschild
Specialist International Team
Banque Internationale à Luxembourg (Suisse) SA
Client Initiative
Banque Internationale à Luxembourg (Suisse) SA
Client Service
Bank Syz
Investment Management Platform
Gonet & Cie SA
Credit Provider
Societe Generale Private Banking Switzerland
Customer Facing Digital Capabilities
BNP Paribas Wealth Management Switzerland
Corporate Strategy Implementation
ONE swiss bank
INVESTMENT MANAGEMENT CATEGORIES
Fund Manager
DECALIA SA
Alternative Fund Manager
ITERAM Capital
Private Investment Office/Multi-Family Office
Winner:Bedrock SA
Highly Commended: Stonehage Fleming
Structured Product Provider
Lynceus Partners
FX Solution Provider
BNP Paribas Wealth Management Switzerland
Fixed-Income Investment Strategy
HSBC Global Private Banking Switzerland
Digital Assets Solution
CheckSig
Private Market Investment Specialist
Convero AG
EXTERNAL ASSET MANAGER (EAM) CUSTODIAN CATEGORIES
Overall Platform for External Asset Managers
Bank Syz
MARKETING/PR CATEGORIES
Marketing Campaign or Team
Lombard Odier
Use of Social Media
AW+SWITZERLAND
PRIVATE CLIENT CATEGORIES
Legal Team
Schellenberg Wittmer Ltd
Boutique Firm
Geneva Management Group
Tax/Accountancy Team
Rawlinson & Hunter (Switzerland) AG
Independent Trust or Fiduciary Company
Accuro
Institutional Trust or Fiduciary Company
Leo Trust Switzerland
Estate Planning Advice
TrustConsult Suisse
Management Consultancy
Winner: BearingPoint
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (VENDORS)
Front Office Solution
InvestCloud
Transaction Processing Solution
ERI
Portfolio Management Solution
SS&C Advent
Client Communications Solution
WIZE by TeamWork
Client Reporting Solution
InvestSuite
Compliance Solution
WIZE by TeamWork
CRM System
Wealth Dynamix
Technology Outsourcing Solution
Avaloq
Data Provider
Wecan Group
Client Accounting System
FundCount
Risk Profiling Solution
Finfox
Risk Management Solution
Prometeia
Onboarding Solution
TrustQuay
Most Innovative Client Solution
aixigo AG
Implementation of a Technology Solution
Etops Group
Most Innovative Fintech Solution
Dorsum Ltd
Innovative Use of Artificial Intelligence
GreenLock
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (IN-HOUSE SOLUTIONS)
Most Innovative Client Solution
Geneva Management Group
Client Reporting
Lombard Odier
SPECIALIST WEALTH MANAGEMENT CATEGORIES
Corporate Social Responsibility/Diversity Programme
Indosuez Wealth Management
Wealth Management Executive Search Firm
Lexton Stanley
Wealth Planning Team
Lombard International Assurance
ESG
Societe Generale Private Banking Switzerland
Impact Investing
BNP Paribas Wealth Management Switzerland
Most Promising New Entrant
TOGGLE AI
LEADERSHIP CATEGORIES
Women in Wealth Management (Individual Contribution)
Joanne Morse – Summit Trust International SA
Women in Wealth Management (Company Contribution)
Citi Private Bank
Leading Individual
Pierre Gabris – Alpen Partners
Wealth Management Rising Star Under 40
Georgios Leontaris – HSBC Global Private Banking Switzerland
Previous Winners
2022 WINNERS LIST
Private Banking Categories
BEST DOMESTIC PRIVATE BANK
Lombard Odier
FOREIGN PRIVATE BANK
LGT
HNW TEAM (SWISS DOMESTIC CLIENTS)
REYL Group
HNW TEAM (INTERNATIONAL CLIENTS)
Rothschild & Co Wealth Management
UHNW TEAM (SWISS DOMESTIC CLIENTS)
Lombard Odier
UHNW TEAM (INTERNATIONAL CLIENTS)
Citibank Switzerland
FAMILY OFFICE OFFERING
Edmond de Rothschild
SPECIALIST INTERNATIONAL TEAM
Barclays Bank (Suisse)
CLIENT INITIATIVE
Capitalium Advisors
CLIENT SERVICE
Indosuez Wealth Management
INVESTMENT MANAGEMENT PLATFORM
Gonet & Cie
CREDIT PROVIDER
BNP Paribas (Suisse) / BNP Paribas Wealth Management
CUSTOMER FACING DIGITAL CAPABILITIES
Citibank Switzerland
INTERNAL COMMUNICATIONS INITIATIVE OR TEAM
Indosuez Wealth Management
Investment Management Categories
FUND MANAGER
DECALIA
ALTERNATIVE FUND MANAGER
Union Bancaire Privée
PRIVATE INVESTMENT OFFICE/ MULTI-FAMILY OFFICE – Sponsored by WIZE by TeamWork
Stonehage Fleming
ETF PROVIDER
Lyxor ETF
STRUCTURED PRODUCT PROVIDER
BNP Paribas (Suisse) / BNP Paribas Wealth Management
FX SOLUTION PROVIDER
Indosuez Wealth Management
FIXED-INCOME INVESTMENT STRATEGY
AXIOMA Wealth Management
EQUITY-BASED INVESTMENT STRATEGY
Citibank Switzerland
External Asset Managers Categories (Custodian)
OVERALL PLATFORM FOR EXTERNAL ASSET MANAGERS – Sponsored by WIZE By TeamWork
Bank Syz
COMPLIANCE SOLUTION FOR EXTERNAL ASSET MANAGERS
Wecan Group
Marketing/PR Categories
MARKETING CAMPAIGN OR TEAM
Lombard Odier
USE OF SOCIAL MEDIA
Finanzlab
Private Client Categories
LEGAL TEAM
Schellenberg Wittmer
BOUTIQUE FIRM
Geneva Management Group
TAX/ACCOUNTANCY TEAM
Rawlinson & Hunter (Switzerland)
INDEPENDENT TRUST OR FIDUCIARY COMPANY
Accuro
INSTITUTIONAL TRUST OR FIDUCIARY COMPANY
Leo Trust Switzerland
ESTATE PLANNING ADVICE
Geneva Management Group
MANAGEMENT CONSULTANCY
BearingPoint
BEST LIFESTYLE CONSULTANCY
Business Aviation Concepts
Wealth Management Technology Categories (Vendors)
FRONT OFFICE SOLUTION
Avaloq
TRANSACTION PROCESSING SOLUTION
ERI
PORTFOLIO MANAGEMENT SOLUTION
SS&C Advent
CLIENT COMMUNICATIONS SOLUTION
FundCount
CLIENT REPORTING SOLUTION
WIZE by TeamWork
COMPLIANCE SOLUTION
Apiax
BEST CRM SYSTEM
InvestCloud
TECHNOLOGY OUTSOURCING SOLUTION
Lombard Odier
DATA PROVIDER
Wecan Group
CLIENT ACCOUNTING SYSTEM
FundCount
RISK PROFILING SOLUTION
Prometeia
RISK MANAGEMENT SOLUTION
swissQuant
INNOVATIVE CLIENT SOLUTION
New Access
IMPLEMENTATION OF A TECHNOLOGY SOLUTION
aixigo
INNOVATIVE FINTECH SOLUTION
WIZE by TeamWork
Wealth Managements Technology Categories (In-house)
INNOVATIVE CLIENT SOLUTION
Indosuez Wealth Management
IMPLEMENTATION OF A TECHNOLOGY SOLUTION
Geneva Management Group
Specialist Wealth Management Categories
CORPORATE SOCIAL RESPONSIBILITY/ DIVERSITY PROGRAMME
Lombard Odier
WEALTH MANAGEMENT EXECUTIVE SEARCH FIRM
Lexton Stanley
WEALTH PLANNING TEAM
IQ-EQ
BNP Paribas (Suisse)/BNP Paribas Wealth Management (Highly Commended)
ESG
LGT
BNP Paribas (Suisse)/BNP Paribas Wealth Management (Highly Commended)
IMPACT INVESTING
REYL Group
Leadership Categories
WOMEN IN WEALTH MANAGEMENT (INDIVIDUAL CONTRIBUTION)
Cécile Civiale Vuillier
TrustConsult Suisse
WOMAN IN WEALTH MANAGEMENT (COMPANY CONTRIBUTION)
Indosuez Wealth Management
LEADING INDIVIDUAL
Andrew McCallum
Rawlinson & Hunter Switzerland AG
CEO
Franck Bonin
Societe Generale
RISING STAR UNDER 40
Nicolas Syz
Bank Syz
Winners Videos
Winner
aixigo AG
Winner
Alpen Partners
Winner
AW+Switzerland
Winner
Bank Syz
Winner
Banque International à Luxembourg (Suisse) SA
Winner
Bedrock SA
Winner
CheckSig
Winner
Citi Private Bank
Winner
Convero
Winner
Dorsum
Winner
Indosuez Wealth Management
Winner
ERI
Winner
Finfox
Winner
Geneva Management Group
Winner
Georgios Leontaris - HSBC Global Private Banking
Winner
HSBC Global Private Banking Switzerland
Winner
InvestSuite
Winner
Leo Trust Switzerland
Winner
Lombard International Assurance
Winner
Piguet Galland
Winner
Prometeia
Winner
Rothschild & Co Wealth Management
Winner
Schellenberg Wittmer Ltd
Winner
SS&C Advent
Winner
TrustQuay
Winner
Union Bancaire Privée
Winner
WIZE by TeamWork
Frequently Asked Questions
Q) Do I/my firm need to be a subscriber to WealthBriefing?
A) No, this program is open to all relevant firms.
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 package should you be successful. This includes the option of tickets to attend the gala event.
Q) Is the process open to firms that are not active within the Swiss and Liechtenstein region?
A) The judges will only consider submissions from firms that are active in the region. Please see here an overview of our global awards programmes.
Q) How do you ensure that the judging process is independent and impartial?
A) The judges are independent of the Award organisers and the 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 collect your details and only share submissions with the judges’ team responsible for judging those particular categories. We ensure that there is no conflict of interest with the judges’ team before sharing entrants’ details. All our judges have signed a Non-Disclosure Agreement.
Q) My submission is likely to be longer than the 1000-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.