Awards
The Second Annual WealthBriefing Swiss External Asset Management Awards for Excellence 2022
Thursday - 3rd March 2022
Park Hyatt
Beethovenstrasse 21, 8002 Zurich, Switzerland
Overview
WealthBriefing is excited to announce the launch of the second awards program highlighting the importance of External Asset Managers to the Swiss wealth management industry.
Building on the success of last year’s inaugural program, the nomination process for The Second Annual WealthBriefing Swiss External Asset Management Awards for Excellence 2022 will open on 23rd June 2021.
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 3rd March 2022.
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 – 23rd June 2021
- Submission Deadline – 12th November 2021 (at midnight)
- Winners Notified – 6th December 2021
- Public Announcement - 3rd March 2022
- Gala Award Presentation Ceremony in Zurich - 3rd March 2022
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. This includes the option of tickets to attend the gala event, if it can take place. It is our intention to hold an awards ceremony and we will ensure that prevailing covid-19 regulations are observed to make it a safe and special 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.
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.)
Winners Interviews
Awards Winners Supplement
Photographs
Previous Winners
SWISS NATIONAL CATEGORIES (COMPANY)
Overall External Asset Manager (EAM)
Notz Stucki
Assets Under CHF 500 Million AUM
Mt Fort Advisers
Assets between CHF 500 Million – 1 Billion AUM
Capitalium Advisors
Assets Over CHF 1 Billion AUM
The Forum Finance Group
Growth strategy
DECALIA
Newcomer
Mt Fort Advisers
INTERNATIONAL CATEGORIES (COMPANY)
Servicing North American Clients
WHVP
Servicing Eastern European/Russian Clients
Marcuard Heritage
REGIONAL AND CANTONAL CATEGORIES (COMPANY)
Based in Zurich
swisspartners Advisors
Based in Geneva
DECALIA
Based in Vaud
MFM Mirante Fund Management
Based in Liechtenstein
Thalmann & Verling Trust
TEAM-BASED CATEGORIES
Investment Process Team
MFM Mirante Fund Management
Portfolio Management Team
DCM Systematic Advisors
Direct Investment Program Team – Sponsored by Indosuez Wealth Management
Decisive Capital Management
Client Service Team
Telomere Capital
Swiss Domestic Team
Capitalium Advisors
International Team
swisspartners Advisors
TECHNOLOGY CATEGORIES (IN-HOUSE)
Innovative Use of Technology – In-House
Telomere Capital
Client Reporting – In-House
CAPAnalysis
Client Communications – In-House
swisspartners Advisors
Overall Digital Engagement – In-House
WHVP
TECHNOLOGY CATEGORIES (EXTERNAL SUPPLIER)
Overall IT Solution Provider – External Supplier
WIZE by TeamWork
Client Reporting – External Supplier
WIZE by TeamWork
Client Communications – External Supplier
WIZE by TeamWork
CRM Product or Solution – External Supplier
WIZE by TeamWork
Compliance Solution – External Supplier
Wecan Group
Portfolio Management Solution – External Supplier
WIZE by TeamWork
PRODUCT AND SERVICES CATEGORIES (COMPANY)
Fund Selection/Asset Allocation Programme
Notz Stucki
Next-Gen Programme
Mount-Invest
Family Office Proposition
Geneva Management Group
LEADERSHIP-BASED CATEGORIES (INDIVIDUAL)
Chief Executive Officer
Telomere Capital – Dominique de Riaz
Chief Investment Officer
swisspartners Advisors – Peter Ahluwalia
Lifetime Achievement
swisspartners Advisors – Dominique J. Spillmann
Categories
The submission process for The Second Annual WealthBriefing Swiss External Asset Management Awards for Excellence 2022 is now unfortunately closed. For any questions, please contact rachel.fokes@clearviewpublishing.comTechnology Sponsors
Digital Asset Sponsors
Custodian Sponsors
Category Sponsors
Wine Sponsors
