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

Judges

Trusted Advisor Panel

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 […]

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 […]

Gilles Corbel

Co-Founder & CEO

FINANZLAB

Co-founder and CEO of Finanzlab SA since 2018. Bachelor and Master of the University of Lausanne (HEC Lausanne). Bond trader at UBS. Founder of the structured products unit at Banque […]

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 […]

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 & […]

John Hanafin

CEO

Huriya Private

John Hanafin is a financier, investor, deal maker and established Huriya Private after 15 years in financial services in the Middle East. A focused professional with entrepreneurial drive and a […]

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 […]

Markus Werner

Head of Intermediaries Business

LGT Gruppe Holding AG

Markus Werner is head of the intermediaries business for LGT in Switzerland and Liechtenstein. He began his career in the corporate banking business at a large Swiss bank and in […]

Oliver Thommen

Head of Business Development EMEA

Masttro

Oliver Thommen is the Head of Business Development EMEA at Masttro. Masttro is a Swiss-headquartered, global wealth technology company offering consolidation, reporting and data-aggregation solutions to UHNW families and institutions […]

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 […]

Pius Stucki

CEO and Founder

Etops AG

Pius Stucki has broad experience in product management and information systems for the asset management industry. Having worked with Swiss banks and family office for a couple of years he […]

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 […]

Ryan Pyle

Founding Partner

Maine Investment

Ryan comes from a long linage of bankers and asset managers in Canada, and after careers in journalism and entertainment at various levels, he is returning back his routes to […]

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

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.com    

Sponsor Interviews

Awards Winners Supplement


About our Sponsors

Technology Sponsors


Digital Asset Sponsors


Custodian Sponsors


Category Sponsors


Wine Sponsors


Venue

Park Hyatt

Address: Beethovenstrasse 21, 8002 Zurich, Switzerland

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.)

 


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


Winners Interviews


Photographs


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.