Overview

Now in its third year, the WealthBriefing Swiss Awards set to spread the word about the profession’s achievements to a wider audience. For 2016, the awards will attract over 300 senior banking and wealth management professionals to the industry’s most prestigious gala event.

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 organisations.

Winning a WealthBriefing Swiss award sets firms and individuals apart from their peers 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 2016 awards ceremony.

Dates for the diary

  • Entries open August 2015
  • Entries close 12 November 2015
  • Shortlist announced 11 December 2015
  • Award ceremony 18 February 2016

Click here to download the information pack.

 

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 […]

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 […]

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 Miles

Partner, European Head of Wealth Management

McLagan and Scorpio Partnership, (Aon companies)

  Mark is head of the wealth management & private banking practice in Europe, and is globally responsible for the Scorpio wealth consulting business. Leads the development and delivery of […]

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 […]

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 […]

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 […]

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

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. […]

Dr. Gabriela Maria Payer

Head of Education

Swiss Finance Institute

Dr Gabriela Maria Payer has a long career in the financial services sector, most of it spent at UBS. She has sustainable achievements in key business functions at executive level, […]

Emanuele Zanon di Valgiurata

Head of Private Banking

Banque Morval

Having gained a degree in law at the University of Turin, Emanuele Zanon di Valgiurata refined his management expertise at Harvard Business School. His professional career began in 1990 as […]

Luis Sanz de Andino

Head of Multi-Family Office

BBVA Global Wealth (Switzerland)

Luis Sanz de Andino is head of multi family office services at BBVA Global Wealth, the international private banking division of the group BBVA located in Zurich, where he has […]

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 […]

Pierre Vrielink

CEO Wealth Management Switzerland and Emerging Markets

BNP Paribas (Suisse)

Pierre Vrielinck, a Belgian native, joined Paribas in the firm’s asset management division in Paris in the 1990s. He was subsequently promoted to middle-office & fund administration manager for BNP […]

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

Tickets

Finalists

PRIVATE BANKING CATEGORIES

Domestic private bank 
ORGANISATION
Bank Julius Baer
Banque Lombard Odier & Co
Banque Paris Bertrand Sturdza
Banque SYZ
REYL & Cie
  Foreign private bank
ORGANISATION
Barclays Wealth and Investment Management, Switzerland
BNP Paribas (Suisse)
Citi Private Bank
Rothschild Wealth Management
  HNW team (Swiss domestic clients)       
ORGANISATION
Bank Julius Baer
Banque Lombard Odier & Co
Rothschild Wealth Management
  HNW/UHNW team (International clients)
ORGANISATION
Bank Julius Baer
Banque Paris Bertrand Sturdza
Banque SYZ
REYL & Cie
  Wealth planning team
ORGANISATION
Bank Julius Baer
BNP Paribas (Suisse)
  Family office offering
ORGANISATION
Bank Julius Baer
BNP Paribas (Suisse)
Peritus Investment Consultancy
  Specialist international team (EDITOR’S AWARD)
ORGANISATION
HSBC Private Bank
  Client initiative
ORGANISATION
Bank Julius Baer
Banque Lombard Odier & Co
REYL & Cie
Union Bancaire Privee
  Best private bank – client service 
ORGANISATION
Bank Julius Baer
Banque SYZ
Barclays Wealth and Investment Management, Switzerland
BNP Paribas (Suisse)
Rothschild Wealth Management
  Best private bank – investment management platform
ORGANISATION
Bank Julius Baer
Banque SYZ
Rothschild Wealth Management
 

INVESTMENT MANAGEMENT CATEGORIES

External asset manager
ORGANISATION
Bedrock
TCA Asset Management
  Fund manager
ORGANISATION
Banque Paris Bertrand Sturdza
Union Bancaire Privee
  Private investment office/Multi-family office
ORGANISATION
Bedrock
Peritus Investment Consultancy
 

MARKETING/PR CATEGORIES

  Best marketing / PR programme
ORGANISATION
Banque SYZ
Union Bancaire Privee
Where Americans Are Welcome
 

PRIVATE CLIENT CATEGORIES

  Legal team
ORGANISATION
Charles Russell Speechlys
Schellenberg Wittmer
Withers Worldwide
  Independent trust or fiduciary company
ORGANISATION
Rawlinson & Hunter Trustees
Salamanca Group Trust (Switzerland)
Summit Trust International
  Boutique firm 
ORGANISATION
Saffery Champness (Switzerland)
TCA Asset Management
 

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (VENDORS)

Front office solution
ORGANISATION
Avaloq
Expersoft Systems
SS&C Advent
TEMENOS
  Transaction processing solution (EDITOR’S AWARD)
ORGANISATION
Expersoft Systems
  Transaction processing solution (EDITOR’S AWARD)
ORGANISATION
ERI Bancaire
      Portfolio management
ORGANISATION
Avaloq
Charles River Development
ERI Bancaire
Expersoft Systems
SS&C Advent
 

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (OPEN)

Risk profiling solution/risk management solution
ORGANISATION
Expersoft Systems
FinaMetrica
  CRM system
ORGANISATION
Avaloq
Expersoft Systems
Finantix
  On-boarding
ORGANISATION
Appway
Avaloq
Expersoft Systems
Finantix
Profile Software
  Innovative client solution
ORGANISATION
ABS
Banque Lombard Odier & Co
BRT
Expersoft Systems
InvestGlass
Profile Software
 

OTHER WEALTH MANAGEMENT CATEGORIES

  International finance centre (Editor’s Award)
ORGANISATION
Guernsey International Finance Centre
 

OTHER WEALTH MANAGEMENT CATEGORIES

  Outstanding contribution to wealth management thought leadership (Individual or company contribution)
ORGANISATION
EY
PwC & UBS
  RISING STAR To be announced shortly.   WOMEN IN WEALTH MANAGEMENT To be announced shortly.   LEADING INDIVIDUAL (ADVISORS) To be announced shortly.   LEADING INDIVIDUAL (BANKERS) To be announced shortly.     LIFETIME ACHIEVEMENT To be announced shortly.

About our Sponsors

Featured Sponsors

Drinks Reception Sponsor


Sponsors


Venue

Hotel President Wilson

Address: 47 Quai Wilson, Geneva, 1211, Switzerland

Winners

Private Banking Categories

Domestic private bank

Banque Lombard Odier & Cie

Foreign private bank

Rothschild Private Wealth - Winner

Barclays Wealth and Investment Management, Switzerland – Highly Commended

HNW team (Swiss domestic clients)

Rothschild Wealth Management

HNW/UHNW team (International clients)

Banque Syz

Wealth planning team

BNP Paribas (Suisse)

Family office offering

BNP Paribas (Suisse)

Specialist international team

Editor’s Award

HSBC Private Bank

Client initiative

REYL & Cie

Best private bank – client service

Barclays Wealth & Investment Management, Switzerland – Winner

Rothschild Wealth Management – Highly Commended

Best private bank – investment management platform

Bank Julius Baer

 

Investment Management Categories

External asset manager

Bedrock

Fund manager

Union Bancaire Privée, UBP SA (FOSS Family Office Services Switzerland)

Private investment office/Multi-family office

Bedrock – Joint Winner

Peritus Investment Consultancy – Joint Winner

 

Marketing Categories

Best marketing / PR programme

Banque SYZ – Highly Commended

Union Bancaire Privée, UBP SA (FOSS Family Office Services Switzerland)

 

Private Client Categories

Legal team

Schellenberg Wittmer

Independent trust or fiduciary company

Salamanca Group Trust

Boutique firm

Saffery Champness (Switzerland)

 

Wealth Management Technology Categories ( Vendors)

Front office solution

Avaloq

Transaction processing solution

Expersoft Systems – Joint Winner

ERI Bancaire – Joint Winner

Portfolio management

ERI Bancaire

 

Wealth Management Technology Categories (Open)

Risk profiling solution/risk management solution

FinaMetrica

CRM system

Finantix

On-boarding

Appway

Innovative client solution

Banque Lombard Odier & Cie

 

Other Wealth Management Categories

International finance centre

Editor’s Award

Guernsey International Finance Centre

Outstanding contribution to wealth management thought leadership (individual or company contribution)

EY – Joint Winner

PwC & UBS – Joint Winner

Women in wealth management

Justine Markovitz, Withers Worldwide – Joint Winner

Lisa Cornwell, HSBC Private Bank – Joint Winner

Leading individual (advisors)

Hans-Joachim Jaeger, EY

Leading individual (bankers)

Etienne d’Arenberg, Mirabaud

Lifetime achievement

Richard Pease


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

"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