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

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 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.

Cecile Civiale Vuillier

CEO, Group Head of Private Client

Trustconsult Group S.A

Cécile is the CEO for Trustconsult in Switzerland as well as Head of Private Client for the Trustconsult Group. She has an extensive wealth & estate planning career, earning a solid reputation for her work on international trust & foundation. Her experience includes managing complex & sophisticated trust and corporate structures for private and corporate clients located around the globe, including Latin America and Asia but more specifically in the Middle East.

Cecile is chairing the Wealth Management & Estate Planning focus Group of XLNC, she is also an active member of several significant professional bodies including The International Bar Association (IBA) and The International Tax Planning Association (ITPA). Former Chairwoman of the STEP branch in Geneva and also Former Chairwoman of the STEP Swiss & Liechtenstein Federation, acknowledged as a "prominent figure in the Leading Trustees" category of CityWealth Leaders List. Cécile has also been a presiding judge for the STEP Private Client Awards and for WealthBriefing Awards Switzerland & Liechtenstein for many years.

Cécile has qualifications in company law and practice, tax compliance, international trust
management, trust administration and accounts, and trust creation.

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 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 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.

Pierre Dupont

Managing Partner

WIZE by TeamWork

Pierre is Managing Partner at WIZE by TeamWork, the all-in-one Wealth & Asset Management solution, which is one of the fastest growing WealthTech companies in Switzerland dedicated to External Asset Managers, Family Offices, Fund Managers and Banks.

He brings the judges panel an extensive banking operations & IT expertise acquired in his current role since 2020 but also during the 9 previous years while heading business development of Bank Lombard Odier global custody & reporting services which he joined after 10 years as Private Banking Client Executive at IBM Geneva.

Both Swiss and Belgian, used to work in multi-cultural and multilingual environments, his motivation has been during his whole career to understanding customer's pains, translating those to experts who are able to solve them and setting the right level of expectations on both sides.

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 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 whilstsupporting their positive contribution to the world.
I am the treasurer of the Swiss Philanthropy Foundation, an independent hosting foundation based inSwitzerland encouraging charitable giving by creating and managing philanthropic funds. I also sit on theboard 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 concerningsustainable 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 VicePresident 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.

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. 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.

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 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.

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 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 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.

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 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.

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 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.

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 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).

Technology Panel

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 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.

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. 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 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

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 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 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.

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 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 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.

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 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.

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 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.

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 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

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 of business development and marketing at Close Brothers and a member of the management committee. He has extensive experience at executive level developing and implementing strategy whilst personally leading new business growth. Matthew has previously held senior positions at Deutsche Bank, Coutts and Credit Suisse.

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 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.

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 in Zurich and Firmenich in Paris and London.

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 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.

Categories

Below are the steps of our 2023 awards process.

1. Register here for the WealthBriefing Swiss Awards 2023

2. Fill out your details and select the categories you would like to enter.

3. Once you submit the form, you will receive a confirmation with a downloadable nomination form

  • Fill in the name of your firm or individual (as they would like to appear in all communications in reference to the Awards programme).
  • Answer the the questions on the form (not exceeding the total word count of 1000)
  • Examples to illustrate your submission can be included by active links to PDFs, audio and/or video files (no more than 3 relevant examples)

4. Send the nomination form(s) to rachel.fokes@clearviewpublishing.com (submission deadline is 6 October 2022)

5. Winners and commended firms and individuals will be notified in November 2022 and will be offered marketing packages and tickets for the Awards Ceremony on 9 February 2023

6. Winners will be announced at the ceremony on 9 February 2023 and in WealthBriefing editorial, website and social media channels on the 10th of February 2023.

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) and this obligation is separate to attendance at an awards ceremony if one is held.

For any questions, please contact the Awards and Events Director: rachel.fokes@clearviewpublishing.com

About our Sponsors

Headline Sponsor

Category Sponsors

Venue

Fairmont Grand Hotel Geneva

Address: Fairmont Grand Hotel Geneva, Quai du Mont-Blanc 19, 1201 Genève, 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

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.


Headline Sponsor

Category Sponsors