Awards
The Third Annual WealthBriefing Swiss External Asset Management Awards for Excellence 2023
Thursday - 9th March 2023
Park Hyatt
Beethovenstrasse 21, 8002 Zurich, Switzerland
Overview
WealthBriefing is excited to announce the launch of the third awards program highlighting the importance of External Asset Managers to the Swiss wealth management industry.
The nomination process for The Third Annual WealthBriefing Swiss External Asset Management Awards for Excellence 2023 will open on 27th of June 2022.
The award categories are focused around these main areas:
Swiss National
Swiss Regional
Team-Based
Products & Services
Technology (both In-house and External)
Individual and Leadership
As is the case for all our global awards programmes, independence, integrity and genuine insight are the watchwords of the judging process, which as always will be conducted by expert panels drawn from both custodian banks and trusted advisors/consultants to the sector.
Having reported on the wealth management industry for over 15 years and being responsible for several research reports specifically covering the external asset manager market, WealthBriefing is well placed to oversee a process that fairly rewards achievement, top class performance and innovation.
Winning a WealthBriefing Award sets organisations and individuals apart from their peers and is a tangible demonstration that they have something special to offer.
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 and this obligation is separate to attendance at an awards ceremony if one is held.
We very much look forward to you joining the process and to welcoming winners to celebrate their achievement at the awards presentation event which is planned to be held at The Park Hyatt Zurich on 9th of March 2023.
CONTACT
For more details about the awards process please contact: rachel.fokes@clearviewpublishing.com
For further information on sponsorship opportunities please contact: andrew.deane@clearviewpublishing.com
Key Dates
Key dates for your diary
- Nominations Open – NOW
- Submission Deadline – 20th December 2022 (at midnight)
- Winners Notified – January 2023
- Public Announcement and Gala Award Presentation Ceremony – 9th March 2023
Venue
Park Hyatt
Address: Beethovenstrasse 21, 8002 Zurich, Switzerland
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.
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.
Judges
Our global awards program is built on the independence of our judges. For the WealthBriefing External Asset Management Awards, the judges are being invited from partners in the custodian banks, technology companies and other service providers. Each judge has signed an NDA to ensure that all the information they receive in the submissions is kept in the strictest confidence. Further judges will be advised in due course.
Trusted Advisors
Dr. Mario A. Bassi
Senior Advisor
Private Wealth Management
Mario brings extensive experience to the industry as senior advisor driving sales and business initiatives in Asia Pacific for UHNWI/FO service providers. He draws upon his detailed understanding from roles such as global head of business management for ANZ Private Bank in Australasia, where he defined and delivered the strategic and operational needs for the business.
Previously Mario worked for leading wealth managers such as Vontobel, Credit Suisse and Deutsche Bank, holding positions across a variety of disciplines including relationship management, business and financial planning, training and development, strategy, business development and marketing communications in both Europe and Asia. He was also managing director for Solution Providers Management Consulting, leading its growth in Asia Pacific, specifically Singapore.
He wrote and published his Ph.D. thesis about the supervision of External Asset Managers [EAM] in Switzerland (“Der bankunabhängige Vermögensverwalter: Analyse des Handlungsbedarfs einer möglichen Aufsicht unter Berücksichtigung des amerikanischen und englischen Rechts”), build up/out of various EAM desks in Switzerland and Singapore and serviced this segment.
Pierre Daelemans
Head of Latin World and Professional Clients
CA Indosuez (Switzerland) SA
Pierre Daelemans is a seasoned wealth manager with a lengthy experience in dealing with a large panel of international clients: HNWIs, External Asset Managers, Single or Multi-Family and Offices, in Switzerland, Northern Europe, and Latin America. For nearly two decades, Pierre has applied his experience, professionalism and well-developed technical skills to deliver ‘first-class’ services to clients.
Before joining Indosuez Wealth Management in 2020 as Head of Professional Clients in Switzerland, Pierre Daelemans successively managed the North European, Latin American and EAM markets in an International Swiss private bank.
Swiss, Peruvian and Belgian, Pierre holds an MBA from Queens University (Canada) and is graduated in Engineering from Louvain University (Belgium).
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.
Helén Dybing
Sales Executive
Masttro
Helén Dybing is Sales Executive at Masttro, an award-winning global wealth data company, and covers the European, Middle East and African region. With more than a decade of international experience in senior roles across European financial institutions, most recently as Head of the External Asset Managers Desk at Falcon Private Ltd, she brings a wealth of expertise in working with UHNW Clients, Family Offices and External Asset Managers to Masttro. She is highly skilled in client-facing experiences and possesses exceptional knowledge of the Wealth Management and FinTech industries in Europe. Helén is based in the Masttro European office, located in Europaallee, Zurich.
Alain Esseiva
CEO and Co-Founder
Alpadis Group
Alain Esseiva is the Co-Founder and CEO of Alpadis Group. Alain leads the business, development, strategy and growth aspects of the Group, and oversees the day-to-day operations of the Singapore office as well as growth in Switzerland.
Alain brings over 30 years of combined experience in wealth planning and fiduciary services both in Switzerland and internationally. He has a calculated appetite for risk and embraces change, constantly looking at new markets and opportunities.
When he is not advising his clients across Switzerland and Asia, Alain enjoys running ultramarathons around the world, including the Gobi Desert, Kazakhstan and Antarctica.
Ian Ewart
Chairman
Acin Ltd
Ian is a C-Suite leader, Director and an Advisor. He has a focus on customer experience and organizational progression.
As a former member of the Executive Committee of Coutts & Co, RBS and in addition a Board member at Adam & Co, Ian is known as an industry strategy leader and reference for marketing, business development, brand creation and implementation and innovation. Ian is actively involved with a number of innovation firms and partners in FinTech, Payments disruption, Savings and Pensions, and is an Advisor to YEXT and KORE.
He is currently Chief Marketing Officer at Acin Ltd.
Additionally, Ian sits on a number of advisory boards in organisations with both commercial and philanthropic purpose.
Ian is a Fellow of the Institute of Directors.
He has enjoyed a highly international career; is Swiss and British.
Ian lives in the UK and Spain and is married to his wife Zoe; they have four grown-up children.
Hassen Jaufeerally
Senior Relationship Manager
The Mauritius Commercial Bank
Hassen is a Senior Relationship Manager covering External Asset Managers at MCB (DIFC Branch). He relocated from MCB’s Head Office in July 2021 where he was previously responsible for coverage of EAMs and Multi Family Offices in Switzerland, Monaco, the UAE and in Mauritius. Prior to joining MCB, Hassen established the EAM Desk at Afrasia Bank, a boutique bank based in Mauritius. Hassen is an entrepreneurial and solution oriented banking professional with experience in multiple African, Middle Eastern and European jurisdictions who actively leverages on the entire MCB Group capabilities that also include corporate and investment banking, asset management and private equity. He holds a Master of Business Administration from HEC Paris and speaks fluently English and French.
Anne Liebgott
Founder & Managing Director
AW✚SWITZERLAND
Anne is founder and managing director of the award-winning, Swiss online platform AW✚SWITZERLAND at americanswelcome.swiss. AWS introduces Swiss asset managers registered with the Securities and Exchange Commission in the United States and dedicated to providing Swiss-based wealth management services to US and Canadian citizens, residents, and expats. The platform includes other wealth management-related services as well. In addition, Anne provides US-oriented, digital and traditional marketing, communication, and business development strategies through her agency, Americom.
Laurent Pellet
Limited Partner, Global Head of External Asset Managers
Lombard Odier
Laurent Pellet joined Lombard Odier in June 2017. He assumed responsibility for the Group’s External Asset Managers department in 2018.
His career began with Ferrier Lullin, where he held various positions for more than 15 years, including Head of Credit and Risk, and subsequently Head of the External Asset Managers department in 1997. In 2006, he joined Julius Baer to lead their External Asset Managers business for the French-speaking part of Switzerland and Western Europe. In 2012, his responsibilities were extended to cover Monaco and the Middle East.
Laurent Pellet holds a Federal Diploma (school leaving certificate) from the Ecole Supérieure de Commerce de Genève. He is a graduate in Credit and Risk Management from the University of Geneva, and in Quantitative Portfolio Management from HEC Geneva. He also holds a Diploma in Digital Finance Law from the Faculty of Law of the University of Geneva and the ‘International Certificate of Private Banking and Wealth Management Retreat’ from the Swiss Finance Institute. He is a Certified Wealth Management Advisor (CWMA).
Véronique Riondel Angebault
Head of Syz Independent Managers
Banque SYZ
Véronique Riondel Angebault is Head of Syz Independent Managers. She was promoted to the position in June 2020, after 11 years in the team in different roles. She started as Relationship Manager to develop the desk, then became Business Manager for the team, helping to answer clients’ needs.
Veronique joined Syz in 2006, coming from the industry, working for Unilever, Nestlé, Moevenpick and Pronuptia from Marketing Manager to Marketing Director. Prior to that, Veronique has been a strategic planner in Global communication agencies such as Creative Business, RSCG, CLM/BBDO and Sales Manager at Interdéco (Groupe Hachette) in Geneva and Paris.
She holds a Mc’s in Business and Industrial Science from University of Geneva and a diploma in Wealth Management and Private Banking (ISFB) done on the job when joining the banking industry.
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.
Peter Vangehr
Head of the Intermediaries Business
VP Bank
Peter Vangehr is the Head of the Intermediaries Business at VP Bank Switzerland since beginning of 2019. Peter started his Banking Carrier as an FX Trader with UBS Zurich and after at ABN AMRO Bank for more than 10 years. He has over 20 years of professional experience working with intermediaries, working for leading banks such as Credit Suisse Group, Julius Bär, ABN AMRO Bank and VP Bank. Peter holds different diplomas from the Swiss Banking organizations.
About our Sponsors
Trust Partners
Technology Sponsors
InvestCloud is a global company specialising in digital platforms that enable the development of financial solutions, pre-integrated into the Cloud. The company offers on-demand client experiences and intuitive operations solutions using an ever-expanding library of modular apps, resulting in powerful products. Headquartered in Los Angeles, InvestCloud has over 20 global offices including New York, London, Geneva, Singapore and Sydney, supporting trillions in assets across hundreds of diverse clients – from the largest banks in the world to wealth managers, asset managers and asset services companies.
Custodian Sponsors
Category Sponsors
ProFundCom helps financial institutions raise and preserve AuM using digital marketing analytics. ProFundCom has been built using expertise and best practice from within the financial services industry. Our marketing analytics focus solely on the asset/investment management space and offer an integrated solution across all digital properties. We understand email/web traffic patterns of investment management clients and how you can leverage these behaviours.
smartKYC’s AI software is used by banks to automate customer due diligence whether for remediation, onboarding, refresh or continuous monitoring; our technology drives faster, better, and more cost- effective KYC at every stage of the relationship – liberating human effort to focus on decision-making rather than laborious screening and research. smartKYC integrates all relevant KYC sources - external watchlists, media archives, open web search, private company data, internal blacklists and, like a human, it reads everything and extracts useful intelligence in the form of facts. smartKYC presents facts about risks like adverse media, but also provides insights into information like source of wealth, network risk and even ESG misdemeanours. Sophisticated hit scoring maximises relevance and minimises false positives. All of this is done at speed and at scale and, as such, straight through processing opportunities become obvious. In refresh or continuous monitoring mode, smartKYC watches only for net new risks as they emerge and never repeats what is already known.
Wine Sponsors
Supporting Associations
Sponsors Videos
Sponsor
Alpadis Group
Sponsor
Apricus Finance
Sponsor
MCB
Sponsor
VP Bank
Sponsor
WIZE by TeamWork
Winners
SWISS NATIONAL CATEGORIES (COMPANY)
Overall External Asset Manager
NS Partners
Assets Under CHF 500 Million AuM
FALGOM AG
Assets Between CHF 500 Million – 1 Billion AuM
Telomere Capital
Assets Over CHF 1 Billion AuM
The Forum Finance Group SA
Growth Strategy
DECALIA SA
Newcomer
FALGOM AG
INTERNATIONAL CATEGORIES (COMPANY)
Servicing North American Clients
The Forum Finance Group SA
Servicing MENA Clients
FormInvest AG
Manager with International Offices Outside of Switzerland
Octogone Group
REGIONAL AND CANTONAL CATEGORIES (COMPANY)
Based in Zurich
Alpen Partners
Based in Geneva
DECALIA SA
Based in Zug
Alpina Capital AG
Based in Liechtenstein
IMT Asset Management (IMTA)
Based in Vaud
MFM Mirante Fund Management SA
TEAM BASED CATEGORIES
Investment Process Team
CdR Capital SA
Portfolio Management Team
Apricus Finance
Direct Investment Program Team
Decisive Capital Management
Client Service Team
Alpen Partners
Wealth Planning Team
The Forum Finance Group SA
Swiss Domestic Team
Telomere Capital
International Team
Decisive Capital Management
Private Markets Offering Team
AlphaSwiss
TECHNOLOGY CATEGORIES (IN-HOUSE)
Innovative Use of Technology
Atlantic Financial Group
Client Reporting
Telomere Capital
Client Communications
WHVP
Overall Digital Engagement
WHVP
TECHNOLOGY AND EXTERNAL SUPPLIER CATEGORIES
Overall IT Solution Provider
Indigita SA
Client Reporting
aixigo AG
Client Communications
WIZE by TeamWork
CRM Product or Solution
Etops Group
Compliance Solution
Indigita SA
Portfolio Management Solution
WIZE by TeamWork
Data Provider
Wecan Group
SPECIALIST WEALTH MANAGEMENT CATEGORIES
Fund Selection/Asset Allocation Offering
FormInvest AG
Next Generation Program
The Forum Finance Group SA
Family Office Proposition
Telomere Capital
Digital Assets Offering or Service
Criptonite Asset Management SA
LEADERSHIP BASED CATEGORIES (INDIVIDUAL)
Chief Executive Officer (CEO)
Daniel Fricker – Alpina Capital AG
Chief Investment Officer (CIO)
Beat Kunz – Portas Capital AG
Female Executive
Isabel Guggisberg – Atlantic Financial Group
Thought Leadership
Jamie Vrijhof-Droese – WHVP
Rising Star Under 40
Jamie Vrijhof-Droese – WHVP
Winners Videos
Winner
Aixigo AG
Winner
Alpen Partners
Winner
AlphaSwiss
Winner
Alpina Capital AG
Winner
Alpina Capital AG - Daniel Fricker
Winner
Apricus Finance
Winner
CdR Capital SA
Winner
Decisive Capital Management
Winner
IMT Asset Management (IMTA)
Winner
NS Partners
Winner
Telomere Capital
Winner
The Forum Finance Group
Awards Winners Supplement
Photographs
Previous Winners
SWISS NATIONAL CATEGORIES (COMPANY)
Overall External Asset Manager (EAM) – Sponsored by LGT
DECALIA SA
Assets Under CHF 500 Million AUM – Sponsored by FINANZLAB
DCM Systematic Advisors SA
Assets between CHF 500 Million – 1 Billion AUM – Sponsored by VP Bank
Telomere Capital
Assets Over CHF 1 Billion AUM – Sponsored by LGT
The Forum Finance Group SA
Growth strategy – Sponsored by WIZE by TeamWork
Woodman Asset Management
Newcomer – Sponsored by WIZE by TeamWork
ITERAM Capital
INTERNATIONAL CATEGORIES (COMPANY)
Servicing North American Clients – Sponsored by Hyposwiss Private Bank
Alpen Partners
REGIONAL AND CANTONAL CATEGORIES (COMPANY)
Based in Zurich – Sponsored by Hyposwiss Private Bank
Alpen Partners
Based in Geneva – Sponsored by FINANZLAB
CdR Capital SA
Based in Liechtenstein
IMT Asset Management
TEAM-BASED CATEGORIES
Investment Process Team
The Forum Finance Group SA
Portfolio Management Team
Apricus Finance
Sustainable Investments Program – Sponsored by LGT
Thalmann & Verling Trust reg.
ESG Engagement Team – Sponsored by Hyposwiss Private Bank
Thalmann & Verling Trust reg.
Direct Investment Program Team – Sponsored by Indosuez Wealth Management
Decisive Capital Management
Client Service Team – Sponsored by Lombard Odier
Telomere Capital
Wealth Planning – Sponsored by Masttro
Alpen Partners
Swiss Domestic Team – Sponsored by Syz Group
AlphaSwiss Partners
International Team – Sponsored by Indosuez Wealth Management
Diamond Capital
TECHNOLOGY CATEGORIES (IN-HOUSE)
Innovative Use of Technology – In-House
Telomere Capital
Client Reporting – In-House
Telomere Capital
Client Communications – In-House
WHVP
Overall Digital Engagement – In-House
WHVP
TECHNOLOGY CATEGORIES (EXTERNAL SUPPLIER)
Overall IT Solution Provider
WIZE by TeamWork
Client Reporting
Etops AG
Client Communications – Sponsored by Syz Group
WIZE by TeamWork
CRM Product or Solution
Etops AG
Compliance Solution
Indigita
Portfolio Management Solution
Vestr
Data Provider
Wecan Group
SPECIALIST WEALTH MANAGEMENT CATEGORIES (COMPANY)
Fund Selection/Asset Allocation Programme
NS PARTNERS
Next-Gen Programme – Sponsored by FINANZLAB x2 trophies
Capitalium Advisors SA
Family Office Proposition – Sponsored by Mauritius Commercial Bank
Schoeb Frôté SA
Digital Assets Offering or Service – Sponsored by FINANZLAB
SEBA Bank
Thematic Investment Proposition or Strategy
NS PARTNERS
LEADERSHIP-BASED CATEGORIES (INDIVIDUAL)
Chief Executive Officer – Sponsored by Syz Group
Mathieu Saint-Cyr (Geneva Management Group)
Female Executive – Sponsored by Huriya Private
Jamie Vrijhof-Droese (WHVP)
Thought Leadership – Sponsored by Mauritius Commercial Bank
Daniel Frauenfelder (Thalmann & Verling Trust reg.)
Categories
The submission process for The WealthBriefing Swiss External Asset Management Awards for Excellence 2023 is now unfortunately closed. For any questions, please contact rachel.fokes@clearviewpublishing.com
Trust Partners
Technology Sponsors
Custodian Sponsors
Category Sponsors
Wine Sponsors
Supporting Associations