Overview

2014 saw the launch of the WealthBriefing Swiss awards as WealthBriefing set to spread the word about the profession’s achievements to a wider audience. For 2015 the awards promise to attract over 250 senior banking and wealth management professionals.

The awards are focused around three main category groupings:

  • experts (individuals and teams);
  • products and
  • services for wealth managers and clients and institutions of all sizes and types.

Independence, integrity and genuine insight will be the watchwords of the judging process. This involved specially convened expert panels drawn from both private banks and trusted advisors and support by relevant third-party .

Winning a WealthBriefing Swiss award sets firms apart from their competitors and is a tangible demonstration that they have something special to offer, rewarding achievement, showcasing top class performance and innovation.

We look forward to receiving your entries and seeing you at the 2015 awards ceremony.


TIMING

Entries openAugust 2014
Entries close28 November 2014
Shortlist announced7 January 2015
Award ceremony26 March 2015

Judges

Trusted Advisor Panel

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 […]

Bruce Weatherill

Chief Executive

Weatherill Consulting

Bruce is a chartered accountant with over 37 years financial services experience, previously a partner in PwC, latterly as Global leader of their Wealth Management practice and the key driver […]

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 […]

Daniel Kobler

Partner

Deloitte

Daniel Kobler is a partner and one of the leaders in Deloitte’s Switzerland banking practice where he is in charge of banking strategy and organisation services. He has more than […]

Daniel Martineau

Executive Chairman

Summit Trust International

Daniel worked in management positions in leading trust companies in Canada prior to taking up roles in offshore trust companies in Nassau, Jersey and Geneva with Coutts International Private Bank. […]

David Wilson

Partner

Schellenberg Wittmer

David Wallace Wilson is a partner in Schellenberg Wittmer’s private client & estates practice in Switzerland. He advises individuals domestically and internationally on all aspects of wealth structures and tax […]

Edouard Cuendet

Managing Director

Fondation Geneve Place Financiere

Edouard Cuendet joined the Geneva Financial Centre Foundation on January 1, 2014. Edouard began his career at Borel & Barbey where he was an associate in its litigation department. From […]

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 […]

Justine Markovitz

Chairperson

Withers

Justine Markovitz is global chairperson of Withers. She joined the firm in 1999, and in 2005 moved to Switzerland to open and head their Geneva office. She focuses on advising […]

Ludovic Bonnamour

Managing Director

TCA Asset Management

Ludovic Bonnamour is managing director and partner of TCA Asset Management, a Swiss-based advisory boutique specialising in wealth management, corporate finance, fund services and family office solutions. Ludovic has worked […]

Dr Marcel Tschanz

Partner, PricewaterhouseCoopers Advisory Services

PwC

  Dr. Marcel Tschanz has over 20 years of professional experience that embraces a record of leading large multi-cultural teams in international environments and of managing complex long-term projects. Over […]

Mark Summers

Partner

Charles Russell Speechlys

Mark Summers is a qualified English solicitor and heads Charles Russell Speechlys’ Swiss offices. Mark specialises in providing international estate planning, trusts and taxation advice. He has particular expertise in […]

Marnin J Michaels

Partner

Baker & McKenzie Zurich

Marnin Michaels has been practicing for more than 15 years in the areas of tax and international private banking. He also handles insurance matters, particularly as it relates to tax […]

Matthew Spencer

Head of Business Development and Marketing

Close Brothers Asset Management

Matthew is a highly effective leader of business development teams with unique experience of managing external and internal growth strategies across brands nationally and internationally. He is managing director, head […]

Matthias Memminger

Global Relations Partner

PwC

Matthias Memminger is a partner at PricewaterhouseCoopers and has been working as a management consultant since 1995 (Mitchell Madison Group, Accenture and b&m management). Matthias’ core competency is strategic consulting […]

Nick Blaydes

Managing Director

EY

Nick Blaydes has 25 years’ experience in corporate finance, with a focus on the financial services sector. Nick is a partner at EY where he leads the financial services corporate […]

Osmond Plummer

Managing Director

Wealthcoaching.ch

Osmond Plummer, is a Geneva-based wealth management expert active internationally as a trainer, coach and adviser of wealth management professionals. He is a senior lecturer in finance at the London […]

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 […]


Private Bankers Panel

Alexandre Von Heeren

Managing Partner and Owner

Basle/Zurich/Zug and Mandaris

Alexandre von Heeren is the managing partner and owner of Basle/Zurich/Zug and Malta-based trust and advisory company Mandaris, where he also acts as executive chairman with overall responsibility for the […]

Dr Ariel Sergio Davidoff

Partner and board member of successful companies

Lindemann Rechtsanwälte

Ariel is a self-employed Partner of LINDEMANNLAW, a Swiss law firm, looking after the legal requirements of international and Swiss entrepreneurs, multi-national firms as well as advising on regulatory law. […]

Edward Lavelle

Director

HSBC Guyerzeller Trust Company

Edward Lavelle is an experienced trust practitioner having been in the industry for 20 years during which time he has held senior roles in trust companies both in London and […]

Matthew Spencer

Head of Business Development and Marketing

Close Brothers Asset Management

Matthew is a highly effective leader of business development teams with unique experience of managing external and internal growth strategies across brands nationally and internationally. He is managing director, head […]

Michael Witschi

Member of Senior Management

Notenstein Private Bank

Michael Witschi is a member of senior management at Notenstein Private Bank with responsibility for developing its wealth management business in the French part of Switzerland and providing tailor-made services […]

Tobias Wagner

CEO Switzerland

MEA Investment Company

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 […]

Categories

PRIVATE BANK CATEGORIES

DOMESTIC PRIVATE BANK Awarded to: Swiss-based private bank. Focus can be either HNW or UHNW. FOREIGN PRIVATE BANK Awarded to: Private banking operation in Switzerland which is part of a group headquartered outside Switzerland. CANTONAL BANK - WEALTH MANAGEMENT OFFERING Awarded to: Wealth management offering made by Swiss Cantonal banks. HNW SWISS DOMESTIC CLIENTS TEAM Awarded to: Teams which look after clients with under CHF30 million with the bank. UHNW TEAM (SWISS CLIENTS) Awarded to: Teams which look after clients with over CHF30 million with the bank. UHNW TEAM (INTERNATIONAL CLIENTS) Awarded to: Teams which look after clients with over CHF30 million with the bank. WEALTH PLANNING TEAM Awarded to: Teams which are dedicated to clients' tax, trust and wealth structuring issues. FAMILY OFFICE OFFERING Awarded to: Teams within private banks and other wealth managers that deliver tailored solutions to family offices. ASIAN CLIENTS OFFERING Awarded to: Teams within private banks and other wealth managers that service the needs of clients from Asia. CENTRAL & EASTERN EUROPEAN CLIENTS OFFERING Awarded to: Teams within private banks and other wealth managers that service the needs of clients from Central and Eastern Europe. FRENCH CLIENTS OFFERING Awarded to: Teams within private banks and other wealth managers that service the needs of clients from France. GERMAN CLIENTS OFFERING Awarded to: Teams within private banks and other wealth managers that service the needs of clients from Germany ITALIAN CLIENTS OFFERING Awarded to: Teams within private banks and other wealth managers that service the needs of clients from Italy. LATIN AMERICAN CLIENTS OFFERING Awarded to: Teams within private banks and other wealth managers that service the needs of clients from Latin America. MIDDLE EASTERN CLIENTS OFFERING Awarded to: Teams within private banks and other wealth managers that service the needs of clients from the Middle East. NORDIC CLIENTS OFFERING Awarded to: Teams within private banks and other wealth managers that service the needs of clients from Nordic countries. SPANISH CLIENTS OFFERING Awarded to: Teams within private banks and other wealth managers that service the needs of clients from Spain. UNITED KINGDOM CLIENTS OFFERING Awarded to: Teams within private banks and other wealth managers that service the needs of clients from the United Kingdom. CLIENT INITIATIVE Awarded to: A new product or service from a private bank or wealth management organisation that significantly enhances the client experience. BEST PERFORMANCE Criteria to be confirmed. BEST END-TO-END CLIENT EXPERIENCE PROCESS Criteria to be confirmed.

INVESTMENT MANAGEMENT CATEGORIES

EXTERNAL ASSET MANAGER Awarded to: Independent wealth managers that are not owned by a banking group. EXTERNAL ASSET MANAGER PLATFORM Awarded to: IT, investment management, risk management, settlement, accounting, compliance or custody services for external asset managers. FUND MANAGER Awarded to: Providers of collective investments for the high net worth community. ALTERNATIVE FUND MANAGER Awarded to: Providers of alternative investments for the high net worth community. FX SOLUTION PROVIDER Awarded to: Local provider of foreign exchange services to wealth management or clients.

MARKETING/PR CATEGORIES

ONLINE CAMPAIGN Awarded to: Wealth managers or other private client practitioners who have used online channels to promote their services to private clients or to raise their profile either within the industry or to clients. PRINT CAMPAIGN Awarded to: Wealth managers or other private client practitioners who have used print media to promote their services to private clients or to raise their profile either within the industry or to clients. BRAND LAUNCH/RELAUNCH Awarded to: Most effective and innovative brand launch or relaunch in the private client world, either a whole business unit or a product/service within an existing business. BEST PR PROGRAMME Awarded to: An in-house PR team or agency operating in the Swiss wealth management sector for the impact of their work (campaign or project). Judges will be sensitive to all quantitative information presented to help them assess the merits of the submission.

PRIVATE CLIENT CATEGORIES

LEGAL TEAM Awarded to: Law firm team or barrister dedicated to private client issues. TAX / ACCOUNTANCY TEAM Awarded to: Team in accountancy firm/consultancy specialising in reporting, transacting or wealth structuring for private clients. INSTITUTIONAL TRUST OR FIDUCIARY COMPANY Awarded to: Entries only eligible from trust companies that are part of a non-trust parent. INDEPENDENT TRUST OR FIDUCIARY COMPANY Awarded to: Entries are only eligible from trust companies independent of larger non-trust businesses, for instance not part of a bank, law firm or accountancy firm. CHARITY / PHILANTHROPY Awarded to: A trust company or family office. BOUTIQUE FIRM Awarded to: A law firm, trust company or family office.

Wealth Management Technology Categories (open to technology vendors only)

FRONT OFFICE SOLUTION Awarded to: CRM, client reporting, client risk profiling, portfolio management. TRANSACTION PROCESSING SOLUTION Awarded to: Straight through processing, core banking. PORTFOLIO MANAGEMENT Awarded to: Technology solution providers specialising in tools for managing clients' investment portfolios. CLIENT COMMUNICATIONS AND REPORTING Awarded to: Technology solution providers specialising in tools for wealth managers to communicate with clients. DATA PROVIDER Awarded to: Business providing financial data to private banks and other wealth managers. OUTSOURCING SOLUTION Awarded to: Third-party providing business processes or systems to wealth management businesses.

Wealth Management Technology Categories (open to any organisation)

CHANGE MANAGEMENT PROCESS Awarded to: Banks, wealth managers or system integrators who have successfully implemented multi-functional change programmes to significantly improve client experience and performance. BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION Awarded to: Awarded to either a technology vendor or its client. RISK PROFILING SOLUTION Awarded to: A technology solution to help wealth managers assess and document the risk appetite of clients. RISK MANAGEMENT Awarded to: Technology solution providers specialising in tools for wealth managers to manage risk. CRM SYSTEM Awarded to: Client relationship management systems for wealth managers. ON-BOARDING Awarded to: Technology solutions to help wealth managers bring new clients into their organisation. INNOVATIVE CLIENT SOLUTION Awarded to: This award seeks to recognise institutions which have developed innovative products and services for their clients as part of a solutions-focused service model. Entries could focus on a new value-added service designed to help clients with their wider lifestyle goals; a product designed to deliver on the financial objectives of a distinct sub-segment of clients; an educational offering aimed at helping clients become more confident investors; or a cross-divisional referral programme to help business owners with their corporate financial or operational needs. The judges will be looking for a new offering which has been developed to meet a specific client need and which represents a real addition to the institution's value proposition.

OTHER WEALTH MANAGEMENT CATEGORIES

GLOBAL CUSTODIAN Awarded to: Custodians offering services to private client business. MULTI-FAMILY OFFICE Awarded to: Multi-family office business based the in Switzerland. Can be an international or local player. LEADING INDIVIDUAL (BANKER) Awarded to: Age and experience is no bar but something special should mark out this individual working in the private client world. LEADING INDIVIDUAL (ADVISOR) Awarded to: Age and experience is no bar but something special should mark out this individual working in the private client world. RISING STAR Awarded to: A private banker or wealth manager under the age of 35 who is not yet in a senior management position but shows the potential to be a leading individual. PHILANTHROPY OFFERING Awarded to: Private client businesses or practitioners who advise individuals or families on their philanthropic activities. COMPLIANCE Awarded to: The compliance function of a wealth management or private client operation. WOMEN IN WEALTH MANAGEMENT (INDIVIDUAL CONTRIBUTION) Awarded to: Open to women in private banking or wealth management who are an inspiration both to female clients and colleagues. WOMAN IN WEALTH MANAGEMENT (COMPANY CONTRIBUTION) Awarded to: For wealth management which demonstrate support for women in their career development. OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (INDIVIDUAL CONTRIBUTION) Awarded to: Open to individuals who have made an outstanding contribution to thought leadership in wealth management. OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY CONTRIBUTION) Awarded to: Open to who have made an outstanding contribution to thought leadership in wealth management. LIFETIME ACHIEVEMENT Awarded to: No entries required. The judging panel will put forward entries.

Tickets

This event has already taken place

Finalists

The finalists for the WealthBriefing Swiss Awards 2015 are:

PRIVATE BANKING CATEGORIES

DOMESTIC PRIVATE BANK
  • Bank Julius Baer
  • Banque Paris Bertrand Sturdza
  • Banque SYZ & Co
  • Credit Suisse
  • Lombard Odier
  • Wealth Management UBS Switzerland
FOREIGN PRIVATE BANK
  • Barclays
  • BNP Paribas Wealth Management
  • HSBC Private Bank (Suisse)
  • Rothschild Wealth Management
HNW SWISS DOMESTIC CLIENTS TEAM
  • Lombard Odier
  • Rothschild Wealth Management
UHNW TEAM (SWISS CLIENTS) – EDITORS AWARD
  • To be announced at the awards dinner
UHNW TEAM (INTERNATIONAL CLIENTS)
  • Credit Suisse
  • HSBC Private Bank (Suisse)
WEALTH PLANNING TEAM
  • BNP Paribas Wealth Management
  • Credit Suisse
  • Union Bancaire Privee
FAMILY OFFICE OFFERING
  • Bank Julius Baer
  • BNP Paribas Wealth Management
REGIONAL CLIENT TEAMS
  • Barclays – UK clients offering
  • Credit Suisse – Nordic clients offering
  • Credit Suisse – UK clients offering
  • HSBC Private Bank (Suisse) - Middle Eastern clients offering
CLIENT INITIATIVE
  • Lombard Odier
  • Union Bancaire Privee
BEST END-TO-END CLIENT EXPERIENCE PROCESS – EDITORS AWARD
  • To be announced at the awards dinner

INVESTMENT MANAGEMENT CATEGORIES

EXTERNAL ASSET MANAGER
  • Brooks Macdonald International
  • Lloyd Capital
  • Pilotage Private Wealth
  • TCA Asset Management
EXTERNAL ASSET MANAGER PLATFORM – EDITORS AWARD
  • To be announced at the awards dinner
FUND MANAGER
  • Banque Paris Bertrand Sturdza
  • Bellevue Asset Management
  • RBR Capital Advisors
  • Union Bancaire Privee
ALTERNATIVE FUND MANAGER
  • Bellevue Asset Management
  • RBR Capital Advisors

MARKETING/PR CATEGORIES

ONLINE CAMPAIGN/PRINT CAMPAIGN
  • IG Bank (Online)
  • Union Bancaire Privee (Online)
  • IG Bank (Print)
BRAND LAUNCH/RELAUNCH
  • Banque Paris Bertrand Sturdza
  • BNP Paribas Wealth Management
  • IG Bank
  • TechRules
  • Where Americans Are Welcome

PRIVATE CLIENT CATEGORIES

LEGAL TEAM
  • Baker & McKenzie, Switzerland
  • Charles Russell Speechlys
  • EY / Lenz & Staehlin
  • Schellenberg Wittmer
INDEPENDENT TRUST OF FIDUCIARY COMPANY
  • Mandaris
  • Rawlinson & Hunter Trustees
  • Salamanca Group Trust (Switzerland)
  • Summit Trust International
BOUTIQUE FIRM– EDITORS AWARD
  • To be announced at the awards dinner

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (open to technology vendors only)

FRONT OFFICE SOLUTION
  • Advent
  • Avaloq
  • Finantix
  • TechRules
TRANSACTION PROCESSING SOLUTION – EDITORS AWARD
  • To be announced at the awards dinner
PORTFOLIO MANAGEMENT
  • Advent
  • Charles River Development
  • ERI Bancaire
  • TechRules
CLIENT COMMUNICATIONS AND REPORTING
  • Advent
  • BRT
  • TechRules
  • Vermillion Software
OUTSOURCING SOLUTION – EDITORS AWARD
  • To be announced at the awards dinner

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (open to any organisation)

RISK PROFILING SOLUTION/RISK MANAGEMENT
  • FinaMetrica
  • TechRules
CRM SYSTEM
  • Finantix
  • TechRules
ON-BOARDING
  • Appway
  • Finantix
INNOVATIVE CLIENT SOLUTION
  • Lombard Odier
  • UBS Wealth Management

OTHER WEALTH MANAGEMENT CATEGORIES

GLOBAL CUSTODIAN – EDITORS AWARD
  • To be announced at the awards dinner
LEADING INDIVIDUAL
  • Bank Julius Baer – Andreas Feller
  • FRORIEP – Philippe Pulfer
  • Schellenberg Wittmer - David Wilson
RISING STAR
  • Credit Suisse – Robert Weeber
  • HSBC Private Bank (Suisse) – Daniel Webb
  • Schellenberg Wittmer - Gregoire Wuest
PHILANTHROPY OFFERING – EDITORS AWARD
  • To be announced at the awards dinner
WOMEN IN WEALTH MANAGEMENT
  • DE Asset Management – Denise Elfen
  • Cecile Civiale Vuillier
  • HSBC Private Bank (Suisse) – Lisa Cornwell
OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP
  • EY
  • Kaiser Partner – Fritz Kaiser
  • Scorpio Partnership
  • Swiss Finance Institute
LIFETIME ACHIEVEMENT
  • To be announced at the awards dinner

About our Sponsors

Featured Sponsors

Wine Sponsor


Sponsors


Venue

Hotel President Wilson

Address: 47 Quai Wilson, Geneva, 1211, Switzerland

Winners

The winners of the WealthBriefing Swiss Awards 2015 are:

PRIVATE BANKING CATEGORIES

DOMESTIC PRIVATE BANK

  • Lombard Odier

FOREIGN PRIVATE BANK

  • Rothschild Wealth Management

HNW SWISS DOMESTIC CLIENTS TEAM

  • Lombard Odier

UHNW TEAM (INTERNATIONAL CLIENTS)

  • Credit Suisse

WEALTH PLANNING TEAM

  • Union Bancaire Privee

FAMILY OFFICE OFFERING

  • BNP Paribas Wealth Management

REGIONAL CLIENT TEAMS

  • HSBC Private Bank (Suisse) - Middle Eastern clients offering

CLIENT INITIATIVE

  • Union Bancaire Privée (FOSS Family Office Services Switzerland)

BEST END-TO-END CLIENT EXPERIENCE PROCESS – EDITORS AWARD

  • Barclays

INVESTMENT MANAGEMENT CATEGORIES

EXTERNAL ASSET MANAGER

  • TCA Asset Management

EXTERNAL ASSET MANAGER PLATFORM – EDITORS AWARD

  • Barclays

FUND MANAGER

  • Bellevue Asset Management

ALTERNATIVE FUND MANAGER

  • Bellevue Asset Management

MARKETING/PR CATEGORIES

ONLINE CAMPAIGN/PRINT CAMPAIGN

  • IG Bank

BRAND LAUNCH/RELAUNCH

  • BNP Paribas Wealth Management

PRIVATE CLIENT CATEGORIES

LEGAL TEAM

  • Baker & McKenzie, Switzerland

INDEPENDENT TRUST OF FIDUCIARY COMPANY

  • Rawlinson & Hunter Trustees

BOUTIQUE FIRM– EDITORS AWARD

  • TCA Asset Management

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (open to technology vendors only)

FRONT OFFICE SOLUTION

  • Avaloq

TRANSACTION PROCESSING SOLUTION – EDITORS AWARD

  • ERI Bancaire

PORTFOLIO MANAGEMENT

  • Advent

CLIENT COMMUNICATIONS AND REPORTING

  • Advent

OUTSOURCING SOLUTION – EDITORS AWARD

  • BRT

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (open to any organisation)

RISK PROFILING SOLUTION/RISK MANAGEMENT

  • FinaMetrica

CRM SYSTEM

  • Finantix

ON-BOARDING

  • Appway

INNOVATIVE CLIENT SOLUTION

  • UBS Wealth Management

OTHER WEALTH MANAGEMENT CATEGORIES

GLOBAL CUSTODIAN – EDITORS AWARD

  • Credit Suisse

LEADING INDIVIDUAL

  • Schellenberg Wittmer - David Wilson

RISING STAR

  • Schellenberg Wittmer - Gregoire Wuest

PHILANTHROPY OFFERING – EDITORS AWARD

  • Lombard Odier

WOMEN IN WEALTH MANAGEMENT

  • DE Asset Management – Denise Elfen

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP

  • Kaiser Partner – Fritz Kaiser

LIFETIME ACHIEVEMENT

  • Jean-Pierre Cuoni - chairman, EFG International

Testimonials

"Please pass on my thanks to the entire team for a wonderful night on Thursday. Hats off to you for having created such a successful event already in year one."
Andrew McCallum - Rawlinson & Hunter

"A huge success in a terrific venue with a fabulous atmosphere with over 200 financial professionals gathering together to celebrate their successes. I have attended many events and believe that this one was one of the very best."
Cecile Civiale Vuillier, Director Corpag Services (Switzerland)

"Our staff had a great evening yesterday, many thanks and well done!"
Willem Redert, Banque Lombard Odier & Cie

"I wanted to thank you very much for the invitation and the good organisation of last week's awards. It was a very nice evening and everything was perfect indeed!"
Ludovic Bonnamour, TCA Asset Management

"I truly enjoyed working with you and your team. Thank you for organising a wonderful event. I think everybody was impressed by the great organisation and beautiful set up."
Katya Martin, Rolls-Royce Motor Cars Geneva, Prestige Motor Group