Overview

Introduction

WealthBriefing is excited to announce the launch of its 2025 Swiss Awards programme.

Now celebrating its twelfth anniversary, and building on the long-standing success of its independent judging process, nominations for the Twelfth Annual WealthBriefing Swiss Awards 2025 are now open.

Having reported on the wealth management industry for nearly 20 years and being responsible for many research reports specifically covering the 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.

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 6th February at the prestigious Hotel President Wilson, Geneva. A preview of what to expect on the evening can be seen here.

 

Sponsorship Opportunities

For further information on sponsorship opportunities please contact rachel.fokes@clearviewpublishing.com

Further Information 

For more information about the awards and submission process please contact rachel.fokes@clearviewpublishing.com

Key Dates

Nominations Open – 13 June 2024

Submission Deadline – 10 October 2024 (Midnight)

Winners Notified of Their Success – From December 2024

Public Announcement & Gala Ceremony – 6 February 2025

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 Advisors

Vinicius Geromel

Founder

Aurea Global Investments SA

Founder and Portfolio Manager at Aurea, with extensive experience managing multi-asset global portfolios for high-net-worth individuals. Previously worked at Investment Banks in Brazil and in Private Equity in Germany. Holds […]

Patrick Stauber

Group Chief Executive Officer

Marcuard Heritage

Patrick Stauber has been actively engaged in the financial sector for over thirty years. Currently, he holds senior positions within the Marcuard Heritage group, serving as the Group Chief Executive […]

Dr Ariel Sergio Davidoff

Partner and board member of successful companies

Lindemann Rechtsanwälte

Ariel is a self-employed Partner at Swiss law firm LINDEMANNLAW looking after the legal requirements of international and Swiss UHNWI entrepreneurs, their companies and families. His clients are from the […]

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 […]

Tobias Wagner

Founding partner and CEO”

Calliopa Capital

Tobias Wagner is the founder & CEO of Calliopa Capital, a Zurich based Multi-Family Office. Prior to that he served on the executive committee for Societe Generale Private Banking Switzerland […]

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 […]

Judith Chatoo

Executive Director

Saffery Trust (Suisse) S.A.

Judith is a UK qualified solicitor with over 30 years in estates & succession planning in the UK, Cayman and Switzerland. She has extensive experience with Middle Eastern and non-Resident […]

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 […]

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 […]

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 […]

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 […]

Mark Miles

Partner

Aon

Mark is a Partner in Aon’s Human Capital practice, leading the management and development of key clients in Financial Services sector across UK and EMEA. Leveraging insight from Aon’s unrivalled […]

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 […]

Carmen Kiavila

CEO & Founder

Kiavila Avocats

Carmen Kiavila, has a unique background, having worked in various areas of tech, tax, financial services consulting, businesses, and international law throughout her career.. For more than a decade, her […]


Technology

Steve Dyson

Director

Investment & Wealth Management Consultants

Steve is a founding director of Investment & Wealth Management Consultants (“IAWMC”) who provide a full spectrum of consulting services, from strategic advice through to delivery for wealth managers, private […]


Private Bankers

Bruce Weatherill

Chairman

ClearView Financial Media

Bruce is a chartered accountant with over 40 years financial services experience, previously a partner in PwC, latterly as Global leader of their Wealth Management practice and the key driver […]

Laurence Mandrile Aguirre

Managing Director

Citi Private Bank

Laurence is General Market Manager (GMM) for Citi Private Bank Switzerland and Monaco. Based in Geneva since 2019, she is responsible for the Swiss onshore market, servicing UHNW and family […]

Philippe Steffen

Managing Director

REYL & Cie

Philippe is a Managing Director at Reyl Intesa Sanpaolo, based in Geneva. Philippe is in charge of the operations within the Asset Services business line and more specifically for the […]

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 […]

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 […]

Maxime Sabiaux

Deputy-CEO and COO

Societe Generale Private Banking

Maxime Sabiaux joined Societe Generale group in 2009 in the General Inspection Department, where he carried out numerous missions (retail banking in France and abroad, investment banking). From 2015, he […]

Nicolas Syz

Head of Private Banking

Syz Group

Nicolas Syz is head of private banking at Syz Bank, where he leads the entire front office. The client relationship team is split into independent asset managers and regional focuses […]


Categories

Below are the steps of our 2025 awards process.

1. Register here for the WealthBriefing Swiss Awards 2025.

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 10 October 2024 (Midnight)).

5. Winners and commended firms and individuals will be notified in December 2024 and will be offered marketing packages and tickets for the Awards Ceremony on 6th February 2025.

6. Winners will be announced at the ceremony on 6th February 2025 and in WealthBriefing editorial, website and social media channels on the 7th February 2025. 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

Category Sponsors


Venue

Hotel President Wilson

Address: 47 Quai Wilson, Geneva, 1211, Switzerland

Charity Partners


Previous Winners

PRIVATE BANKING CATEGORIES

 

Domestic Private Bank

Lombard Odier

 

Private Bank Leadership Team

Barclays Private Bank

 

Private Bank Operations Team

Lombard Odier

 

HNW Team (Swiss Domestic Clients)

Piguet Galland

 

UHNW Team (Swiss Domestic Clients)

LGT Private Banking

 

UHNW Team (International Clients)

HSBC Global Private Banking, Switzerland

 

Family Office Offering

Union Bancaire Privée, UBP SA

 

Specialist International Team

Societe Generale Private Banking Switzerland

 

Client Initiative

Habib Bank AG Zurich

 

Client Service

Banque Internationale à Luxembourg (Suisse)

 

Investment Management Platform

Societe Generale Private Banking Switzerland

 

Credit Provider

Societe Generale Private Banking Switzerland

Customer Facing Digital Capabilities

CBH Compagnie Bancaire Helvétique

 

Private Bank in Liechtenstein

LGT Private Banking

 

Lugano-Based Private Bank

PKB Private Bank SA

 

Corporate Strategy Implementation

Societe Generale Private Banking Switzerland

 

INVESTMENT MANAGEMENT CATEGORIES

 

Fund Manager

DECALIA SA

 

Alternative Fund Manager

ITERAM Capital

 

Private Investment Office/Multi-Family Office

Bedrock SA

 

FX Solution Provider

Indosuez Wealth Management

 

Fixed-Income Investment Strategy

HSBC Global Private Banking, Switzerland

 

Equity-Based Investment Strategy

Taranis SA

 

Digital Assets Solution

AMINA Bank

 

Private Market Investment Specialist

Rothschild & Co Wealth Management

 

Investment Consultancy

Peritus Investment Consultancy

 

EXTERNAL ASSET MANAGER (EAM) CUSTODIAN CATEGORIES

 

Overall Platform for External Asset Managers

Banque Syz

 

MARKETING/PR CATEGORY

 

Marketing Campaign or Team

Rothschild & Co Wealth Management

 

Use of Social Media

swissQuant

 

PRIVATE CLIENT CATEGORIES

 

Legal Team

Schellenberg Wittmer Ltd

 

Boutique Firm

Alpen Partners AG

 

Tax/Accountancy Team

Rawlinson & Hunter (Switzerland) AG

 

Independent Trust or Fiduciary Company

Accuro

 

Estate Planning Advice

Alpen Partners AG

 

Management Consultancy

UMA Wealth (Switzerland) AG

 

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (VENDORS)

 

Front Office Solution

UBS Partner

 

Transaction Processing Solution

Azqore SA

 

Portfolio Management Solution

Etops Group AG

 

Client Communications Solution

Finfox

 

Compliance Solution

ERI

 

CRM System

Wealth Dynamix

 

Technology Outsourcing Solution

Lombard Odier

 

Data Provider

Wecan Group

 

Client Accounting System

FundCount

 

Risk Profiling Solution

Prometeia

 

Risk Management Solution

WIZE by TeamWork

 

Onboarding Solution

SS&C Technologies

 

Most Innovative Client Solution

CBH Compagnie Bancaire Helvétique

 

Implementation of a Technology Solution

aixigo AG

 

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (IN-HOUSE SOLUTIONS)

 

Client Reporting

Lombard Odier

 

SPECIALIST WEALTH MANAGEMENT CATEGORIES

 

Corporate Social Responsibility/Diversity Programme

Indosuez Wealth Management

 

Wealth Management Executive Search Firm

DART Talent & Executive Search

 

Wealth Planning Team

Lombard International Assurance

 

ESG

LGT Private Banking

 

Impact Investing

Indosuez Wealth Management

 

Most Promising New Entrant

Kiavila Avocats

 

Corporate Services

Trustconsult (Suisse) SA

 

International Solution

REYL Overseas

 

Insurance Offering

Indosuez Wealth Management

 

LEADERSHIP CATEGORIES

 

Women in Wealth Management (Individual Contribution)

Banque Internationale à Luxembourg (Suisse) – Nadia Bargetzi

 

Outstanding Contribution to Wealth Management Thought Leadership (Individual)

Banque Syz – Charles-Henry Monchau

 

Leading Individual

Pierre Dupont – WIZE by TeamWork –

 

Wealth Management Rising Star Under 40

Piguet Galland – Selman Bicaco Urrutia

 

Lifetime Achievement

CBH Compagnie Bancaire Helvétique – Joseph Benhamou


Frequently Asked Questions

Q) Does the entering firm or individual need to be a subscriber to WealthBriefing?
A) No, this program is open to all firms and individuals active in wealth management.

Q) Can my firm enter more than one category?
A)Yes, we encourage firms to enter as many awards that are applicable to their business.

Q) Do I need to use the submission form provided?
A)Yes, submissions shall only be accepted when using this document.

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 marketing package should you be successful. The judging process is completely independent of the commercial arrangements between the participants and the organisers. However it is expected that when the results are made public, winners will engage with the organisers to promote their win and also attend the awards ceremony to accept their trophy.

Q) Is the process open to firms that are not currently active within the Swiss and Liechtenstein region?
A) The judges will only consider submissions from firms that are demonstrably 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 ensuring they 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 only share submissions with the panel responsible for judging those particular categories. Furthermore, our experienced team ensures that there is no conflict of interest before they share an entrant’s submission with anyone. All our judges have signed a Non-Disclosure Agreement.

Q) My submission is likely to be longer than the 1,000-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 reserve the right to refuse to review submissions that do not comply. We also encourage against attachments to the submissions.

Q) Do I need to submit a separate submission for each category?
A) You will need to do a new form for each submission and you should also ensure that this specifically relates to the category for which you are entering. If you are using the same answers for multiple submissions this could result in your entry being marked down by the judging panel.

Q) Where is the winner’s announcement shared?
A)The winners are announced publicly the day after the official awards celebration and this is via our editorial and social media platforms. 

Q) Can I speak to anyone on the team about my entry?
A) Yes, our experienced team is always available to assist you with preparation of your submission/s and any aspects of the process from start to finish. For any questions please contact either rachel.fokes@clearviewpublishing.com or siiri.piiroinen@clearviewpublishing.com