Overview

Introduction

A warm welcome to the WealthBriefing Swiss Awards 2017. Nominations are now open and we look forward to seeing old and new faces taking part in this prestigious event.

For those new to the awards, the categories are focused around three main areas:

  • Experts (individuals and teams)
  • Products
  • Services for wealth managers and clients/institutions of all sizes and types

As in previous years, independence, integrity and genuine insight will be the watchwords of the judging process and will be conducted by an expert panel drawn from both private banks and trusted advisors/consultants to the sector.

To avoid any conflict of interest we have two judging panels. One panel of bankers who judge the trusted advisor categories. Another panel of trusted advisors who are responsible for judging the banking categories.

Winning an WealthBriefing Swiss Award sets organisations and individuals apart from their peers and is a tangible demonstration that they have something special to offer, rewarding achievement and showcasing top class performance and innovation.

We very much hope you take part and look forward to seeing you at the 2017 awards ceremony.

Key dates for the diary

  • Nominations close 28 October, 2016 (at midnight)
  • Judges meeting 5 December, 2016 (from 12 noon)
  • Shortlist announcement 6 December, 2016
  • Awards dinner 9 February, 2017 (from 7.00pm)

How to enter

  • Click on the categories tab on the left hand side.
  • Fill in the online form with your details
  • Select the categories you wish to enter
  • Press submit

Once the form is submitted, you will automatically receive a confirmation email with a link to the awards questionnaire. Please follow the instructions on page 2 of the questionnaire, then complete your submissions by the closing date.

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 […]

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 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 […]

Dr Christoph Gosdenoz

Director, Swiss Banking School Certification

Swiss Finance Institute

Dr. Christoph Gosdenoz has more than 15 years of international professional experience. Before joining the Swiss Finance Institute, a private foundation created by Switzerland’s banking and finance community and leading […]

Elmar Meyer

Founder and CEO

Lexpert Partners

Elmar Meyer is the founder and CEO of Lexpert Partners, a specialized law firm focused on financial services providers and their clients located in Zug. Elmar’s areas of specialization include […]

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 […]

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

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 […]

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. […]

Duncan Munro

Senior Vice President

Banco Santander

Duncan joined Banco Santander in 2018. He was previously managing director with Bank Lombard Odier in Geneva where he was responsible for the UK private client team. Duncan has nearly […]

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 […]

Etienne D'Arenberg

Partner

Bank Mirabaud

Etienne d’Arenberg, born 1967, is a Limited Partner at Mirabaud since 2011. He joined the group in 1999 and has developed a very significant portfolio of private clients, including large […]

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 […]

Stefano Veri

Group Managing Director, Head Global Financial Intermediaries

UBS Wealth Management

  Stefano started his career at UBS in 1981. Having served as client advisor for corporate and wealth management clients in Switzerland and New York he has also covered a […]

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 […]

Finalists

PRIVATE BANKING CATEGORIES

DOMESTIC PRIVATE BANK   Banque Paris Bertrand Sturdza Banque SYZ Lombard Odier Mirabaud REYL & Cie FOREIGN PRIVATE BANK   NOMINEES Barclays Wealth & Investment Management Citi Private Bank Rothschild Private Wealth HNW TEAM (SWISS DOMESTIC CLIENTS)   NOMINEES Lombard Odier Rothschild Private Wealth UHNW TEAM (INTERNATIONAL CLIENTS)   NOMINEES Banque Paris Bertrand Sturdza Banque SYZ Barclays Wealth & Investment Management Citi Private Bank HSBC Private Bank SPECIALIST INTERNATIONAL TEAM – EDITOR’S AWARD NOMINEES HSBC Private Bank CLIENT INITIATIVE  NOMINEES Lombard Odier Mirabaud REYL & Cie UBS Switzerland BEST PRIVATE BANK – CLIENT SERVICE   NOMINEES Banque SYZ Barclays Wealth & Investment Management REYL & Cie Rothschild Private Wealth BEST PRIVATE BANK – INVESTMENT MANAGEMENT PLATFORM   NOMINEES Banque Paris Bertrand Sturdza Banque SYZ Rothschild Private Wealth Union Bancaire Privee PRIVATE BANK – CUSTOMER FACING DIGITAL CAPABILITIES – EDITOR’S AWARD NOMINEES Barclays Wealth & Investment Management

INVESTMENT MANAGEMENT CATEGORIES

EXTERNAL ASSET MANAGER NOMINEES Bedrock Asset Management DECLALIA Asset Management EXTERNAL ASSET MANAGEMENT PLATFORM AND OFFERING   NOMINEES Mirabaud UBS Switzerland PRIVATE INVESTMENT OFFICE/MULTI-FAMILY OFFICE   NOMINEES Bedrock Asset Management Peritus Investment Consultancy

MARKETING/PR CATEGORIES

BEST MARKETING OR PR CAMPAIGN  (Online, print, brand launch/relaunch) NOMINEES Banque Morval Banque SYZ Barclays Wealth & Investment Management Lombard Odier Where Americans are Welcome PRIVATE CLIENT CATEGORIES LEGAL TEAM   NOMINEES Charles Russell Speechlys Schellenberg Wittmer Withers Worldwide TAX/ACCOUNTANCY TEAM   NOMINEES Mirabaud Rawlinson & Hunter INDEPENDENT TRUST OR FIDUCIARY COMPANY   NOMINEES R&H Trustees Summit Trust International ZEDRA

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (TECH VENDORS ONLY)

FRONT OFFICE SOLUTION NOMINEES Avaloq Group WDX TRANSACTION PROCESSING SOLUTION   NOMINEES Avaloq Group ERI Bancaire Expersoft Systems PORTFOLIO MANAGEMENT   NOMINEES Charles River Development Expersoft Systems IBO Profile Software Tindeco CLIENT COMMUNICATIONS   NOMINEES Expersoft Systems IBO InvestGlass Profile Software CLIENT REPORTING   NOMINEES Expersoft Systems IBO InvestGlass Masttro COMPLIANCE   NOMINEES Expersoft Systems Penta Qumram WDX CRM SYSTEM   NOMINEES Expersoft Systems InvestGlass Tindeco WDX OUTSOURCING SOLUTION   NOMINEES Avaloq Group Expersoft Systems RISK PROFILING SOLUTION   NOMINEES Expersoft Systems IBO Profile Software RISK MANAGEMENT   NOMINEES IBO InvestGlass Profile Software Tindeco ON-BOARDING NOMINEES Appway Expersoft Systems InvestGlass Profile Software WDX INNOVATIVE CLIENT SOLUTION   NOMINEES Expersoft Systems InvestGlass Masttro Profile Software Tindeco WDX CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION   NOMINEES Expersoft Systems InvestGlass INNOVATIVE FINTECH SOLUTION   NOMINEES Expersoft Systems Masttro Qumram Tindeco

OTHER WEALTH MANAGEMENT CATEGORIES

BEST WEALTH MANAGEMENT EXECUTIVE SEARCH FIRM (SWITZERLAND) NOMINEES DART Talent & Executive Search Pradov Switzerland INTERNATIONAL FINANCE CENTRE – EDITOR’S AWARD NOMINEES MALTA – Ministry for the Economy, Investment and Small Business WOMEN IN WEALTH MANAGEMENT (INDIVIDUAL CONTRIBUTION)  NOMINEES MALTA – Ministry for the Economy, Investment and Small Business  - Dr Nadine Lia Mirabaud -  Camille Vial Summit Trust International – Stella Mitchell-Voisin LEADING INDIVIDUAL (ADVISOR)  To be announced at awards dinner LEADING INDIVIDUAL BANKER   To be announced at awards dinner LIFETIME ACHIEVEMENT To be announced at awards dinner  

About our Sponsors

Featured Sponsors

Drinks Sponsor


Sponsors


Venue

Hotel President Wilson

Address: 47 Quai Wilson, Geneva, 1211, Switzerland

Winners

PRIVATE BANKING CATEGORIES

DOMESTIC PRIVATE BANK  

Banque Paris Bertrand Sturdza

 

FOREIGN PRIVATE BANK  

Barclays Wealth & Investment Management – Highly Commended
Rothschild Private Wealth - Winner

 

HNW TEAM (SWISS DOMESTIC CLIENTS)  

Lombard Odier

 

UHNW TEAM (INTERNATIONAL CLIENTS)  

Citi Private Bank - Winner
HSBC Private Bank – Highly commended

 

SPECIALIST INTERNATIONAL TEAM – EDITOR’S AWARD

HSBC Private Bank

 

CLIENT INITIATIVE 

UBS Wealth Management

 

BEST PRIVATE BANK – CLIENT SERVICE

Barclays Wealth & Investment Management

 

BEST PRIVATE BANK – INVESTMENT MANAGEMENT PLATFORM

Banque SYZ

 

PRIVATE BANK – CUSTOMER FACING DIGITAL CAPABILITIES – EDITOR’S AWARD

Barclays Wealth & Investment Management

 

INVESTMENT MANAGEMENT CATEGORIES

EXTERNAL ASSET MANAGER  

Bedrock

 

EXTERNAL ASSET MANAGEMENT PLATFORM AND OFFERING  

UBS Wealth Management

 

PRIVATE INVESTMENT OFFICE/MULTI-FAMILY OFFICE  

Bedrock

 

MARKETING/PR CATEGORIES

BEST MARKETING OR PR CAMPAIGN 
(Online, print, brand launch/relaunch)

Lombard Odier

 

PRIVATE CLIENT CATEGORIES

LEGAL TEAM  

Schellenberg Wittmer

 

TAX/ACCOUNTANCY TEAM  

Rawlinson & Hunter

 

INDEPENDENT TRUST OR FIDUCIARY COMPANY  

Rawlinson & Hunter Trustees

 

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (TECH VENDORS ONLY)

FRONT OFFICE SOLUTION   

Avaloq Group

 

TRANSACTION PROCESSING SOLUTION  

Avaloq Group

 

PORTFOLIO MANAGEMENT  

Charles River Development

 

CLIENT COMMUNICATIONS  

IBO

 

CLIENT REPORTING  

IBO

 

COMPLIANCE  

Expersoft Systems

 

CRM SYSTEM  

WDX

 

OUTSOURCING SOLUTION  

Avaloq Group

 

RISK PROFILING SOLUTION  

Expersoft Systems

 

RISK MANAGEMENT  

Tindeco

 

ON-BOARDING

Appway

 

INNOVATIVE CLIENT SOLUTION  

Masttro

 

CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION  

Expersoft Systems

 

INNOVATIVE FINTECH SOLUTION  

Qumram

 

OTHER WEALTH MANAGEMENT CATEGORIES

 

BEST WEALTH MANAGEMENT EXECUTIVE SEARCH FIRM (SWITZERLAND)

DART Talent & Executive Search

 

INTERNATIONAL FINANCE CENTRE – EDITOR’S AWARD

MALTA – Ministry for the Economy, Investment and Small Business

 

WOMEN IN WEALTH MANAGEMENT (INDIVIDUAL CONTRIBUTION)

Summit Trust International – Stella Mitchell-Voisin

 

LEADING INDIVIDUAL (ADVISOR) 

Mark Barmes, Lenz & Staehelin

 

LEADING INDIVIDUAL BANKER  

Anne-Marie de Weck, Lombard Odier

 

LIFETIME ACHIEVEMENT

Georges Gagnebin


Photographs


Testimonials

“I would like to congratulate the Wealthbriefing Swiss Awards organisers for what has been a perfect event. Attention to detail was matching the precision and beauty of Swiss manufactured watches!”

“The whole evening was very professionally run.”

“Congratulations on your success of impeccably managing the stage, the speed of catering and overall looking after such a large number of guests!!”

“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.”

“Congratulations on hosting an outstanding event. There was a palpable buzz and energy level at the event, and I am confident those attending really enjoyed the evening. The venue and food were excellent, only adding to the night’s success.”

“Thanks for organising the event last night. Our delegation had a fantastic time.”

“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.”