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:
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.
To register your interest in participating in these awards please follow this link.
For more details about the awards process please contact: email@example.com
For further information on sponsorship opportunities please contact: firstname.lastname@example.org
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
JudgesOur 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 Advisor Panel
Dr. Mario A. Bassi
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.
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 solid reputation for her work on international trust & foundation. Her experience includes managing complex & sophisticated trust and corporate structures for private and corporate clients located around the globe, including Latin America and Asia but more specifically in the Middle East.
Cecile is chairing the Wealth Management & Estate Planning focus Group of XLNC, she is also an active member of several significant professional bodies including The International Bar Association (IBA) and The International Tax Planning Association (ITPA). Former Chairwoman of the STEP branch in Geneva and also Former Chairwoman of the STEP Swiss & Liechtenstein Federation, acknowledged as a "prominent figure in the Leading Trustees" category of CityWealth Leaders List. Cécile has also been a presiding judge for the STEP Private Client Awards and for WealthBriefing Awards Switzerland & Liechtenstein for many years.
Cécile has qualifications in company law and practice, tax compliance, international trust
management, trust administration and accounts, and trust creation.
Co-Founder & CEO
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 Cantonale Vaudoise. Since then, he has been involved in major developments in the industry and has worked to democratize the use of structured products among a wide range
of investors. Gilles is the manager of the Finanzlab Multi Index Fund.
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).
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.
CEO and Co-Founder
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 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.
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 commercial mindset. John has over 25 year’s experience in the HNW Trust & Corporate Services industry, with 15 years based in Dubai, Doha and Manama. With an extensive background in serving the specialised needs of high net worth investors around the world, John brings to the table proven leadership experience in global financial services, residency and citizenship planning, estate planning and other related services. In addition to sitting on the boards of various organizations globally, John is also a trusted advisor to governments for the structuring and implementation of programs to boost corporate re-domiciliation and foreign direct investments.
John is a Chartered member of the Securities Institute (CISI), a member of the Society of Trust and Estate Practitioners (STEP), a member of the International Tax Planning Association (ITPA), a member of the International Business Structuring Association (IBSA) and an FA Registered Intermediary, authorized to conduct intermediary activity on behalf of professional football players and clubs in England.
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.
Founder & Managing Director
Anne is founder and managing director of the Swiss online platform AW★SWITZERLAND at americanswelcome.swiss. AWS introduces Swiss asset managers that have registered with the Securities and Exchange Commission in the United States and are dedicated to providing Swiss wealth management services to US citizens, US residents and US expats. The platform includes other wealth management-related services as well. In addition, Anne provides US-oriented marketing, communication and business development strategies through her agency, Americom.
Executive Vice President, Global Head of EAM
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 the ‘International Certificate of Private Banking and Wealth Management Retreat’ from the Swiss Finance Institute, and is a Certified Wealth Management Advisor (CWMA).
Maine Investment Group
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 helping clients navigate digital assets.
Véronique Riondel Angebault
Head of Syz Independent Managers
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.
Chairman and Founding Partner
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 originally focused on the financial services industry, however in recent years it has built on this M&A expertise and experience and established an additional entrepreneurs and corporates practic.
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.
CEO and Founder
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 has extensive experience with operations and software solutions for asset managers, family offices, pension funds and private banks.
Pius Stucki holds a Bachelor of Science in Business and a Master of Business in Information Systems from the Virginia Commonwealth University Richmond, Virginia, United States.
As a former professional athlete Pius still loves to compete successfully in national and international running and cycling events.
Specialties: Operations of asset managers, (fund of) hedge funds, system integration for asset managers, process optimization, reporting.
Head of Business Development EMEA
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 servicing the wealth management industry. Oliver has several years’ Swiss private banking experience gained in the UHNW Relationship Management division of Credit Suisse and prior to that worked at BlackRock as a Business Support Manager and as a Portfolio Manager for a Swiss wealth management company. He holds a Bachelor of Business Administration (Banking and Finance) from the University of Applied Sciences and Arts Northwestern Switzerland FHNW. Oliver’s language skills include Swiss-German, German, English and Spanish and he is based at the global Masttro headquarters in Zurich, Switzerland.
Head of the Intermediaries Business
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.
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 private banking at a Liechtenstein bank before joining LGT's intermediary business in 1996. The professional collaboration with independent asset managers, trust companies, law firms and multi family offices – professionals with and for professionals – enthused Markus from the outset. The 47-year-old is fascinated by the many exciting changes, the close relations as well as the heterogeneity of the B2B business. He is a Swiss-certified banker with Federal Diploma and holds a Federal Diploma for experts in finance and investments from the Swiss Training Centre for Investment Professionals.
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 email@example.com
About our Sponsors
Digital Asset Sponsors
Highworth Research & WealthBriefing presents the largest online database of single family offices outside USA:
- Detailed profiles of over 1,100 single family offices in EMEA, Asia Pacific, Latin America and Canada
- Over 10,000 names of single family office contacts, including CEO, CFO, CIO, and managers for particular asset classes
- Search the Database by name of family office, by family name, by country, by AUM, by asset allocation, and by business sectors invested
- Export results to Excel
Address: Beethovenstrasse 21, 8002 Zurich, Switzerland
SWISS NATIONAL CATEGORIES (COMPANY)
Overall External Asset Manager (EAM)
Assets Under CHF 500 Million AUM
Mt Fort Advisers
Assets between CHF 500 Million – 1 Billion AUM
Assets Over CHF 1 Billion AUM
The Forum Finance Group
Mt Fort Advisers
INTERNATIONAL CATEGORIES (COMPANY)
Servicing North American Clients
Servicing Eastern European/Russian Clients
REGIONAL AND CANTONAL CATEGORIES (COMPANY)
Based in Zurich
Based in Geneva
Based in Vaud
MFM Mirante Fund Management
Based in Liechtenstein
Thalmann & Verling Trust
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
Swiss Domestic Team
TECHNOLOGY CATEGORIES (IN-HOUSE)
Innovative Use of Technology – In-House
Client Reporting – In-House
Client Communications – In-House
Overall Digital Engagement – In-House
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
Portfolio Management Solution – External Supplier
WIZE by TeamWork
PRODUCT AND SERVICES CATEGORIES (COMPANY)
Fund Selection/Asset Allocation Programme
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
swisspartners Advisors – Dominique J. Spillmann
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.