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 […]

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. […]

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 […]

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. […]

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 […]

Marc Berger

Associate 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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]


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. […]

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 […]

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 […]

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 […]


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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

Matthew Spencer

Head of Business Development and Marketing

Close Brothers Asset Management

Matthew is a highly effective leader of business development teams with unique experience of managing external and internal growth strategies across brands nationally and internationally. He is managing director, head […]

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 […]

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 […]

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 […]


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

About our Sponsors

Headline Sponsor


Category Sponsors




Venue

Fairmont Grand Hotel Geneva

Address: Quai du Mont-Blanc 19, 1201 Genève, Switzerland

Charity Partners


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


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.