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.

REGISTER INTEREST

To register your interest in participating in these awards please follow this link.

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 – 2nd December 2022 (at midnight)
  • Winners Notified – January 2023
  • Public Announcement and Gala Award Presentation Ceremony – 9th March 2023

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

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 […]

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 […]

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 […]

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 […]

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 & […]

Laurent Pellet

Limited Partner, Global Head of EAM

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]


Categories

Below are the steps of our 2023 awards process.

1. Register here for the Third Annual WealthBriefing Swiss EAM Awards for Excellence 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 becky.newman@clearviewpublishing.com (submission deadline is 2nd December 2022)

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

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

Trust Partners


Technology Sponsors


Custodian Sponsors


Category Sponsors


Wine Sponsors


Venue

Park Hyatt

Address: Beethovenstrasse 21, 8002 Zurich, Switzerland

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.)


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.