Overview

A warm welcome to the WealthBriefing Swiss Awards 2018. 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 2018 awards ceremony.

Key Dates

  • Nominations close: 27 October, 2017 (at midnight)
  • Judges meeting: 6 December, 2017 (from 12 noon)
  • Shortlist announcement: 7 December, 2017
  • Awards dinner: 8 February, 2018 (from 7.00pm)

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 […]

Felicity Keller

Managing Director

J Stern & Co

Felicity joined J Stern & Co, a family owned private investment office in 2013, and runs their operation in Zurich. With over 30 years of private client, family office and […]

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 […]

Matthew Ledvina

Partner, Zurich

Anaford

Matthew co-heads the U.S. tax practice in the Zurich office. He specializes in private client practice and accommodating the needs of the private banking industry. His practice focuses on cross-border […]

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

Chairman

ClearView Financial Media

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 […]

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 […]

Jean-Christophe Pernollet

CRO

Edmond de Rothschild Group

JCP has over 25 years of working experience in finance and management in Switzerland, France and the United States. He is the chief risk officer of the Edmond de Rothschild […]

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 […]

Niels Bom-Olesen

CEO

Hyposwiss Private Bank Genève SA

Niels Bom-Olesen is the CEO of Hyposwiss Private Bank in Geneva, a family owned private Swiss bank. An economist (Canterbury, UK 1983) and banker (DK Bankers Association 1987) by training, […]

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 […]

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 […]


Technology Panel

Stephen Wall

Co-founder, Head of Marketplace & Content

The Wealth Mosaic, UK 

Stephen is an analyst focused on the global wealth management sector. With over 12 years’ experience in the sector, he has recently co-founded a new global digital market network called […]

Urs Bolt

Founder

bolt.now

With more than 25 years’ experience as a senior banker working in the financial services industry, most recently at Credit Suisse, Urs Bolt founded bolt.now in 2017 where he focuses […]

Finalists

PRIVATE BANKING CATEGORIES

DOMESTIC PRIVATE BANK

NOMINEES
  • Banque Paris Bertrand Sturdza
  • Banque SYZ
  • Edmond de Rothschild (Suisse)
  • Lombard Odier
  • Union Bancaire Privee
FOREIGN PRIVATE BANK NOMINEES
  • Barclays
  • Citi Private Bank
  • Rothschild Private Wealth
  • Schroder & Co Bank
  • Societe Generale Private Banking (Switzerland)
HNW TEAM NOMINEES
  • Barclays
  • Edmond de Rothschild (Suisse)
  • Lombard Odier
  • Rothschild Private Wealth
UHNW TEAM (SWISS DOMESTIC CLIENTS) NOMINEES
  • Lombard Odier
  • Schroder & Co Bank
UHNW TEAM (INTERNATIONAL CLIENTS) NOMINEES
  • Banque SYZ
  • Barclays
  • Citi Private Bank
  • REYL & Cie
  • Societe Generale Private Banking (Switzerland)
FAMILY OFFICE OFFERING NOMINEES
  • Citi Private Bank
  • Union Bancaire Privee
SPECIALIST INTERNATIONAL TEAM NOMINEES
  • Barclays
  • Union Bancaire Privee
CLIENT INITIATIVE NOMINEES
  • Lombard Odier
  • REYL & Cie
  • Societe Generale Private Banking (Switzerland)
BEST PRIVATE BANK – CLIENT SERVICE NOMINEES
  • Barclays
  • Lombard Odier
  • REYL & Cie
  • Rothschild Private Wealth
BEST PRIVATE BANK – INVESTMENT MANAGEMENT PLATFORM NOMINEES
  • Banque Paris Bertrand Sturdza
  • Lombard Odier
  • Rothschild Private Wealth
  • Societe Generale Private Banking (Switzerland)
  • Union Bancaire Privee
PRIVATE BANK – BEST CREDIT PROVIDER NOMINEES
  • Societe Generale Private Banking (Switzerland)
  • Union Bancaire Privee

INVESTMENT MANAGEMENT CATEGORIES

EXTERNAL ASSET MANAGER NOMINEES
  • De Pury Pictet Turrentini & Cie
  • Bedrock SA
  • CAPITALIUM ADVISORS
  • Decalia Asset Management
EXTERNAL ASSET MANAGEMENT PLATFORM AND OFFERING NOMINEES
  • Societe Generale Private Banking (Switzerland)
  • UBS Wealth Management
FUND MANAGER NOMINEES
  • Banque Paris Bertrand Sturdza
  • Decalia Asset Management
  • Edmond de Rothschild (Suisse)
PRIVATE INVESTMENT OFFICE/ MULTI-FAMILY OFFICE NOMINEES
  • Bedrock
  • Peritus Investment Consultancy
  • Stonehage Fleming

MARKETING/PR CATEGORIES

BEST MARKETING OR PR CAMPAIGN (Online, print, brand launch/relaunch) NOMINEES
  • ACCURO
  • Edmond de Rothschild (Suisse)
  • Societe Generale Private Banking (Suisse)

PRIVATE CLIENT CATEGORIES

LEGAL TEAM NOMINEES
  • Anaford Attorneys
  • Charles Russell Speechlys
  • Schellenberg Wittmer
BOUTIQUE FIRM – EDITOR’S AWARD NOMINEES
  • Lexpert Partners
TAX/ACCOUNTANCY TEAM NOMINEES
  • Anaford Tax & Accounting Services (AT+AS)
  • Rawlinson & Hunter
TRUST OR FIDUCIARY COMPANY NOMINEES
  • ACCURO
  • Butterfield Trust Switzerland
  • Rawlinson & Hunter Trustees
  • Summit Trust International
MANAGEMENT CONSULTANCY – EDITOR’S AWARD NOMINEES
  • Belmont Consulting Services

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (TECH VENDORS ONLY)

FRONT OFFICE SOLUTION NOMINEES
  • ERI Bancaire
  • Expersoft Systems
  • Fimax AMS
  • PlanPlus Global
  • Wealth Dynamix
TRANSACTION PROCESSING SOLUTION NOMINEES
  • ERI Bancaire
  • Expersoft Systems
PORTFOLIO MANAGEMENT NOMINEES
  • Charles River Development
  • ERI Bancaire
  • Expersoft Systems
  • Private Wealth Systems
  • Profile Software
  • TINDECO Financial Services
CLIENT COMMUNICATIONS NOMINEES
  • AM-One
  • FundCount
CLIENT REPORTING NOMINEES
  • Expersoft Systems
  • FundCount
  • Globacom Technologies
  • Private Wealth Systems
COMPLIANCE NOMINEES
  • AM-One
  • Expersoft Systems
  • Wealth Dynamix
CRM SYSTEM NOMINEES
  • Expersoft Systems
  • TINDECO Financial Services
  • Wealth Dynamix
CLIENT ACCOUNTING NOMINEES
  • FundCount
  • Private Wealth Systems
RISK PROFILING SOLUTION NOMINEES
  • Expersoft Systems
  • FinaMetrica
  • Globacom Technologies
  • Investglass
  • Profile Software
ON-BOARDING NOMINEES
  • Appway
  • Expersoft Systems
  • Globacom Technologies
  • Profile Software
  • Wealth Dynamix
INNOVATIVE CLIENT SOLUTION NOMINEES
  • AM-One
  • Investglass
  • Profile Software
  • Wealth Dynamix
CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION NOMINEES
  • AM-One
  • Appway
  • Expersoft Systems
  • Globacom Technologies
  • Wealth Dynamix
INNOVATIVE FINTECH SOLUTION NOMINEES
  • Investglass
  • Private Wealth Systems
  • TINDECO Financial Services
  • Wealth Dynamix
  • Wealthinitiative

OTHER WEALTH MANAGEMENT CATEGORIES

BEST WEALTH MANAGEMENT EXECUTIVE SEARCH FIRM (SWITZERLAND) – EDITOR’S AWARD NOMINEES
  • DART Talent & Executive Search
WEALTH PLANNING TEAM NOMINEES
  • Edmond de Rothschild (Suisse)
  • swisspartners Advisory + Solutions
OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY) – EDITOR’S AWARD NOMINEES
  • Wealth Dynamix
LEADING INDIVIDUAL (BANKER) Winner announced at awards dinner LEADING INDIVIDUAL (ADVISOR) Winner announced at awards dinner LIFETIME ACHIEVEMENT Winner 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

  • WINNER: Lombard Odier

FOREIGN PRIVATE BANK

  • WINNER:Citi Private Bank

HNW TEAM

  • WINNER: Rothschild Private Wealth

UHNW TEAM (SWISS DOMESTIC CLIENTS)

  • WINNER: Lombard Odier

UHNW TEAM (INTERNATIONAL CLIENTS)

  • WINNER: Citi Private Bank

FAMILY OFFICE OFFERING

  • WINNER: Citi Private Bank

SPECIALIST INTERNATIONAL TEAM

  • WINNER: Union Bancaire Privee

CLIENT INITIATIVE

  • WINNER: Lombard Odier

BEST PRIVATE BANK – CLIENT SERVICE

  • WINNER: REYL & Cie

BEST PRIVATE BANK – INVESTMENT MANAGEMENT PLATFORM

  • WINNER: Lombard Odier

PRIVATE BANK – BEST CREDIT PROVIDER

  • WINNER: Societe Generale Private Banking (Switzerland)

 

INVESTMENT MANAGEMENT CATEGORIES

EXTERNAL ASSET MANAGER

  • WINNER: Bedrock SA

EXTERNAL ASSET MANAGEMENT PLATFORM AND OFFERING

  • WINNER: UBS Wealth Management

FUND MANAGER

  • WINNER: Banque Paris Bertrand Sturdza

PRIVATE INVESTMENT OFFICE/ MULTI-FAMILY OFFICE

  • WINNER: Stonehage Fleming

 

MARKETING/PR CATEGORIES

BEST MARKETING OR PR CAMPAIGN

(Online, print, brand launch/relaunch)

  • WINNER: Edmond de Rothschild (Suisse)

 

PRIVATE CLIENT CATEGORIES

LEGAL TEAM

  • WINNER: Charles Russell Speechlys

BOUTIQUE FIRM – EDITOR’S AWARD

  • WINNER: Lexpert Partners

TAX/ACCOUNTANCY TEAM

  • WINNER: Rawlinson & Hunter

TRUST OR FIDUCIARY COMPANY

  • WINNER: Rawlinson & Hunter Trustees

MANAGEMENT CONSULTANCY – EDITOR’S AWARD

  • WINNER: Belmont Consulting Services

 

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (TECH VENDORS ONLY)

FRONT OFFICE SOLUTION

  • WINNER: ERI Bancaire

TRANSACTION PROCESSING SOLUTION

  • WINNER: Expersoft Systems

PORTFOLIO MANAGEMENT

  • WINNER: Charles River Development

CLIENT COMMUNICATIONS

  • WINNER: FundCount

CLIENT REPORTING

  • WINNER: Expersoft Systems

COMPLIANCE

  • WINNER: Wealth Dynamix

CRM SYSTEM

  • WINNER: Wealth Dynamix

CLIENT ACCOUNTING

  • WINNER: FundCount

RISK PROFILING SOLUTION

  • WINNER: FinaMetrica

ON-BOARDING

  • WINNER: Appway

INNOVATIVE CLIENT SOLUTION

  • WINNER: AM-One

CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION

  • WINNER: Wealth Dynamix

INNOVATIVE FINTECH SOLUTION

  • WINNER: Wealthinitiative

 

OTHER WEALTH MANAGEMENT CATEGORIES

BEST WEALTH MANAGEMENT EXECUTIVE SEARCH FIRM (SWITZERLAND) – EDITOR’S AWARD

  • WINNER: DART Talent & Executive Search

WEALTH PLANNING TEAM

  • WINNER: swisspartners Advisory + Solutions

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY) – EDITOR’S AWARD

  • WINNER: Wealth Dynamix

LEADING INDIVIDUAL (BANKER)

  • WINNER: David Woolley, EFG Bank

LEADING INDIVIDUAL (ADVISOR)

  • WINNER: Philippe Pulfer, Walder Wyss

LIFETIME ACHIEVEMENT

  • WINNER: Bernard Vischer, Schellenberg Wittmer

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 con dent 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.”