Overview

A warm welcome to the WealthBriefing Swiss Awards 2019. 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 three independent panels of judges. A panel of bankers who judge the trusted advisor categories, a panel of advisors who judge the banking entries and finally a technology panel of experts.

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 2019 awards ceremony.

Judges

There are three independent panels of judges for the awards.  A panel of bankers who judge the trusted advisor categories, a panel of advisors who judge the banking entries and finally a technology panel of experts. The purpose of this approach is to ensure that commercially sensitive information is kept confidential and to avoid conflicts of interest.

Key Dates

  • Nominations open – Now
  • Nominations close – 28 September 2018 (at midnight)
  • Shortlist announcement – 31 October 2018
  • AWARDS DINNER – 7 February 2019 (from 7.00pm)

Judges

Trusted Advisor Panel

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 finance team in Switzerland. He has an extensive track record in advising clients in the wealth management industry on a variety of strategic development areas, including strategic options analysis, M&A, market entry strategies and co-operations, as well as on valuation and corporate finance issues. Nick is a dual British-Swiss national and is fluent in English and German. He is a graduate of Oxford University and of London School of Economics.

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 leverage the scale of a 1.5 Trio AUM platform and be able to focus exclusively on their key differentiation activities. Prior to his current role, Philippe advised both wealthy individuals on leaving a legacy as well as Wealth Managers. He headed the Wealth & Asset Management practice of leading consulting firms where he advised global, regional or domestic leaders on all continents and in both offshore and/or onshore markets - seeking to improve their competitive position and economics. He also had operational roles in strategy, business development, sales management and digital, notably at UBS Weath Management.

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 for 14 years in international companies such as Allianz and HSBC in several functions from risk management to advisory services, and alongside internal and external clients in retail banking, private banking and corporate banking activities. Specialising in alternative investments as well as in quantitative fields, Ludovic has worked in the hedge funds industry, credit advisory, portfolio leverage analysis, Basel regulatory capital requirements and lending activities, while liaising with group offices before developing new services from TCA Asset Management since 2011.

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.

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 tactical asset allocation, extensive manager research, manager selection and ongoing consolidated reporting and monitoring. James draws on 30 years of industry experience at Ernst and Young Trust Company, ABN AMRO and Morgan Stanley Quilter. James is a regular participant in family office investment committees and is Fellow of the CISI.

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 Swiss universities, he worked as a financial analyst specialized in mergers and acquisitions, entrepreneurial finance, impact finance and risk management. Former employers include UBS in Zurich and in Mexico, as well as BNP Paribas in Geneva and Singapore. Christoph Gosdenoz graduated with a Master of Science in Business Administration from the University of Geneva, is a CFA charter-holder and holds a doctorate from the Edinburgh Business School. He has completed teaching and research assignments at top business schools and leading financial institutions and serves today on several boards and investment committees.

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 private banking experience within Switzerland, serving in senior roles such as senior executive, managing director, in-house lawyer, and as trustee, Felicity has experienced a 360-degree view of the wealth management sector. Felicity also holds board positions and has acted as a consultant to various firms seeking to establish their operating businesses in Switzerland. She has also acted as an expert to the judges of the STEP Private Client Awards and is a member of the professional development committee and a council member of STEP Worldwide.

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 private clients and financial institutions in relation to onshore UK and offshore tax, trust and estate planning, with particular emphasis on planning for UK resident non-domiciliaries. She also advises on wills and trust drafting matters as well as on international tax investigations. Justine advises families on succession and governance issues, working closely with those families to create structures and legal solutions to implement their long-term succession plans both for their personal assets and business interests.

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. A graduate of the University of Western Ontario in London, Canada, he subsequently earned his Master of Business Administration at the University of Miami. He is accredited as a member of the Financial Planning Institute of Canada and a member of the Society of Trust and Estates Practitioners (STEP). Daniel is a founder of the Swiss Association of Trust Companies (SATC). Daniel is a Canadian and Swiss citizen and speaks English and French.

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 audit services.

Andrew is a bilingual private client and corporate services partner with 25 years Swiss and international experience at board, trustee and audit committee level on trusts, foundations, companies, family offices and not-for-profit entities. He specialises in both private client and corporate services, including estate planning and the establishment and ongoing administration of complex international trust and foundation structures, private trust companies and purpose trusts. In addition to being trustee on family trusts, Andrew undertakes the accounting and auditing of trusts and underlying entities for other trustees and family offices.

Andrew is a Chartered Accountant (Institute of Chartered Accountants of Scotland), an authorised “expert-auditor” in Switzerland, a qualified Trust and Estate Practitioner (TEP) and holds an MBA.

Andrew sits on several industry leading boards and committees at the Society of Trust and Estate Practitioners (STEP), the Swiss Association of Trust Companies (SATC) and the International Federation of Red Cross and Red Crescent Societies (IFRC). He is currently Chair of the Swiss and Liechtenstein STEP Federation (2018-present), is Treasurer and Committee member of both STEP Geneva (2010-present) and the Swiss Association of Trust Companies (2018-present), is a member of the STEP Worldwide Governance Committee (2021-present) and is the Vice Chair of the Audit and Risk Commission of the International Federation of Red Cross and Red Crescent Societies (2009- present). Previously, he was member of STEP Worldwide Professional Standards Committee (2013-2020). Andrew is fluent in English and French, and is a dual British-Swiss national.

He is a regular speaker at conferences and training courses and publisher of articles, and he has been called upon to provide expert evidence to Court in the area of private client financial statements and business analysis.

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 advising Swiss and foreign banks, asset managers and family offices in all legal and regulatory areas. He also advises and assists HNW individuals in their (often cross-border) asset and estate planning. Before founding Lexpert Partners, Elmar was founding partner of GHM Partners, a legal and tax advisory firm in Zug.  Prior to this he headed the legal and compliance department of Julius Baer in Dubai serving on its management committee and acting as a member of the board for Julius Baer in Cairo. Elmar also serves on the board on a number of major asset management companies in Switzerland.

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 market leading business performance consulting, leveraging the firm’s proprietary data and analysis of client experience, pay & productivity, and talent to deliver unmatched insight and actionable advice. Over twenty years of financial services industry experience, focused on the private banking and wealth management sector. He holds a Masters (MEng) in the Manufacturing Engineering Tripos (MET) from St John’s College, Cambridge University, and completed an accelerated development programme at the London Business School.

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 Institute of Banking & Finance and visiting faculty at EU Business School in Geneva. Osmond worked in private banking in Guernsey, Hong Kong and Dubai prior to moving to Geneva in 1999. The Swiss correspondent for WealthBriefing and the founder of www.wealthcoaching.ch, Osy holds an MBA from Warwick University Business School and PGCHE in Banking & Finance. He is a fellow of the Chartered Institute of Bankers.

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 marks twenty-two years of exceptional, independent M&A and corporate finance advisory service. Originally focused on executing M&A transactions in the global financial services industry, as the industry developed and private banks recognised the need to offer their clients more specialist corporate finance advice, Millenium Associates launched their Entrepreneurs and
Corporates Practice, extending their M&A and corporate finance services to the clients of private
banks as well as corporates and entrepreneurial business owners globally.
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.

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 working with US and Continental European clients, family-owned business structures and clients working in the hedge fund and private equity sectors. Chambers Global ranks Mark as a leading individual for international private client work: he is described as the “architect of innovative solutions and is praised for his “outgoing and charming client service.” Legal 500 describes Mark as a “go-to on complex jurisdictional matters”.

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 this period he has worked in several financial serviced firms with P&L responsibilities in global wealth management organisations. In his last assignment Marcel headed VP Bank (Switzerland) AG as its CEO. Marcel has developed and implemented new service and business models and led the implementation of sustainable cultural change programmes.  His current role as partner at PwC means he is responsible for WM strategy consulting and services for several large global private banks.

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 planning for their personal and business assets. He is specialised in matrimonial and inheritance issues including succession vehicles. David also administers cross-border estates and acts in family disputes including mediation. His additional areas of expertise include anti-money laundering (AML) and art law. David currently acts as chairman of STEP Geneva and is the founder of the leading website on trusts in Switzerland (www.trusts.ch).

Private Bankers Panel

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, he started his career by working for Crocker National Bank, a major US bank in San Francisco before moving to Nordea Bank in 1986, first in Copenhagen and subsequently in Geneva. In 1992 he joined Credit Suisse and led the UK International private banking team for almost 20 years before joining Hyposwiss in 2012 where he was appointed CEO in June 2014. An avid cyclist and golfer, he also enjoys taking time out with his family in Switzerland and Denmark.

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 families and entrepreneurs, who learnt to appreciate his strong investment convictions, his holistic approach to assessing their environment, and his very close attention to their needs.

In 2016, he took over the management of the UK market for the group and sits on the board of Mirabaud Europe Ltd, the European bank of the group. In 2019, in the context of Brexit, Etienne moved to the UK to follow more closely the development of the UK political, legal and tax environment.

Starting his career at the Compagnie Générale des Eaux, one of the world's largest utilities at the time, Etienne joined in 1995 Creditanstalt Investment Bank (CAIB) in Vienna as a Managing Director focusing on CEE countries and in charge of the group wide asset management and of the private equity departments.

Etienne d’Arenberg sits on or chairs several charity boards, most notably linked to music, in Switzerland, Europe and United Kingdom and sits on the board of his own family's Family Office. He holds a MSc (Mgt) from Boston University and graduated from the Hotel Management School of Lausanne. He speaks fluently French, English, German and Italian and has a fair knowledge of Spanish and Dutch.

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. Ariel is active in Switzerland, UK, Monaco, and Eastern Europe. He is on the board of a number of successful companies in Switzerland and the UK, Germany and Holland. The industries comprise solar, water, fertilizer, wealth and asset management, banking, trust, venture capital, M&A and IT.

Beside a doctorate of business administration, he holds an MBA from Rochester NY and an LL.M. from University of Zurich. He is a member of STEP, ITPA, IISS and IFA.“

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 drive our international strategy, mission and vision. I am also advising clients on estate planning,
taxation, philanthropy and trusts, with the objectives of protecting their families and their wealth whilstsupporting their positive contribution to the world.
I am the treasurer of the Swiss Philanthropy Foundation, an independent hosting foundation based inSwitzerland encouraging charitable giving by creating and managing philanthropic funds. I also sit on theboard of the Fondation Pacifique, a Swiss foundation whose missions are to promote greater
understanding of human impact on the oceans and to raise awareness of related issues concerningsustainable development.
My qualifications include a master’s degree in Law from Catholic University of Louvain (Belgium), Magna Cum Laude. I was awarded a European Community Scholarship at University Complutense of Madrid
(Spain). I am also a Member of the Society of Trust and Estate Practitioners (TEP) and a former VicePresident of the Swiss Association of Trust Companies.
I am an enthusiastic knight of the “Confrérie des Chevaliers du Tastevin” in Burgundy, a keen skier and love to spend time in the Swiss mountains with my family. I speak French, English, Spanish and Dutch.

Arnaud Leclercq

Group Managing Director

Lombard Odier

Arnaud Leclercq is partner of Lombard Odier Group, group managing director and responsible since 2006 of the New Markets, including the Middle East, Turkey and Eastern Countries.

He completed law studies, holds an MBA from HEC Paris and is a graduate of Harvard Business School. He began his career as a lawyer specializing in M&A in emerging countries before an entrepreneurial venture in Moscow.
Arnaud Leclercq consolidates 25 years of growing business experience within emerging markets where he lived and still often travels to. Prior to Lombard Odier, he was a managing director of Credit Suisse.

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 40 years finance experience, the majority of which has been spent in Switzerland in the field of private banking, with a particular focus on UK resident non-UK domiciled clients. In addition to direct client experience, Duncan has for many years been responsible for managing private banking teams across jurisdictions. Duncan has previously held management positions in Geneva, Zürich and Copenhagen with HSBC Private Bank (Suisse), the Lloyds TSB Group and Jyske Bank.

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 Group. Earlier in his career he was the partner in charge of the Geneva office of PricewaterhouseCoopers and then chief financial officer of EFG International. He is a graduate from IEP and EDHEC and has completed the Columbia Business School Senior Executive Programme.

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 of business development and marketing at Close Brothers and a member of the management committee. He has extensive experience at executive level developing and implementing strategy whilst personally leading new business growth. Matthew has previously held senior positions at Deutsche Bank, Coutts and Credit Suisse.

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 wide range of line management position in several areas of wealth management. Stefano was head of HNW and UHNWI business for Italy International before being appointed head of the firm’s UHNWI business for the global established markets in Switzerland. Prior to his current role, Stefano led wealth management Europe international and Forex distribution and active advisory. He was appointed group managing director in 2014.

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 and was their Zurich CEO for 4 years. HE spent 10 years at Credit Suisse in various senior management positions overseeing Northern Europe, North & West Latin America and the European business in Singapore. He joined Credit Suisse as head of PB strategy development and worked as relationship manager Germany offshore. Before joining Credit Suisse he spent 6 years with management consulting firm Oliver Wyman. He serves on the Board of Directors of Goldstrom Group AG in Switzerland and as a Non-Executive Director of UK-based Stronghold Global Finance. Tobias Wagner holds a masters degree in International Business Studies from the University of Maastricht and management education from Massachusetts Institute of Technology (MIT) in Boston."

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 of their bi-annual Wealth Management Report. Bruce is now CEO of Weatherill Consulting providing advice on client centricity and wider strategic matters to wealth managers. He is the author of The Value of Trust: the quest by Wealth Managers for Trusted Advisor status and a number of other thought leadership reports. Bruce is chairman of ClearView Financial Media and a non-executive of a number of companies including Fidelity Holdings UK, The Wisdom Council, ComPeer, JDX Consulting and Ten Group.

Michael Welti

Managing Director and Head of the Executive Committee

REYL & Cie

Michael Welti is head of REYL & Cie Zurich, but began his career in 1989 at UBS in Zurich where he was a client advisor until 1996. He then became a private banker at WestLB and, in 1999, joined ABN AMRO Private Banking where he was in turn responsible for English-speaking countries, the German market, Central and Eastern Europe and Central Asia.

He became a member of the Zurich branch Management Committee and managed several private banking teams in the Group. When ABN AMRO Switzerland was taken over by Union Bancaire Privée in 2011, he became a member of the Executive Committee of UBP Zurich and continued to oversee the same regions. Michael Welti joined REYL & Cie in 2014 as general manager of the Zurich branch.

Technology Panel

Steffen Binder

Managing Director, Co-founder

MyPrivateBanking

As managing director and a co-founder of MyPrivateBanking Research, Steffen oversees the firm’s research agenda and analyst teams. He is also responsible for creating and developing powerful concepts and relevant content to help clients navigate a rapidly changing digital environment.

Prior to his current role Steffen was managing director of Forrester Germany, Switzerland and Austria, which he joined through its acquisition of Forit, a leading European technology research company, of which he was also a co-founder.

As a regular speaker at finance and technology industry events around the globe, Steffen is frequently quoted by leading business media such as the Wall Street Journal, Handelsblatt and the Financial Times.

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 on wealth management, investment banking, risk & regulation, and banking technology business.

Urs’ core expertise centres on developing and launching new digital business platforms and establishing prime services for HNW/UHNW clients.  His focus is to help FinTech companies and financial service providers review/refocus business strategies, develop products and markets, execute sales, scout for FinTech solutions, build business partnerships, manage projects, and implement corporate structures and processes.

Urs has been consistently ranked as one of the top FinTech and RegTech influencers in Switzerland by Fintech Switzerland.

Jürgen Pulm

Head of Private Banking for CPB Services

RBS

Jürgen Pulm is the CDIO for the Wealth business. In this role, he is responsible to ensure we have the technology and infrastructure in place to support our client propositions. He is also the CEO of NatWest Services (Switzerland) Ltd. Jürgen has been Head of Private Banking Services since the end of 2014 overseeing IT, banking operations and change management for the NatWest Group Wealth business. Previous positions include being the Chief Technology Officer of the Wealth Management Division and Head of Technology Trends and Mobile at NatWest Group. Prior to that, Jürgen served as Chief Operating Officer of the Wealth Management Division of NatWest Group as well as deputy head of the management team at its Swiss branch. Before joining the bank in 2006, he served as CIO at Julius Bär Group.

Mike Toole

Advisor

Various

Mike is currently advisor to venture capital houses and families. He is an investor, Co-Founder and formerly group chief operating officer of Artorius, a wealth manager that has shown strong growth since its inception in 2014.</span> Mike has been the architect behind a model that delivers a multi-jurisdictional client-centric wealth-planning proposition underpinned by a strong governance infrastructure. Mike was previously a partner at accountancy firms RSM and Baker Tilly, where he was group operations director for the financial management and investment businesses. Prior to this he has years’ experience in financial services and banking with KPMG, Santander and UK mutual societies. He also helped found a Saudi family office and managed a substantial private equity portfolio

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 The Wealth Mosaic.

Stephen has been involved in over 70 different research projects covering a board variety of wealth manager types, service providers to the sector, a wide array of international jurisdictions and a diverse project focus such as market analysis and sizing, competitive intelligence and benchmarking, market entry strategy and client, advisor and intermediary insight. In his current role, Stephen has built a dedicated platform to support wealth managers in their discovery, understanding, engagement and tracking of the changing marketplace of solutions and solution providers.

Categories

 

 

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 (SWISS DOMESTIC CLIENTS)

Winner
Schroder & Co Bank

HNW TEAM (INTERNATIONAL CLIENTS)

Winner
Societe Generale Private Banking Switzerland

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
Barclays

BEST PRIVATE BANK – CLIENT SERVICE

Banque Paris Bertrand – Highly Commended
Lombard Odier – Winner

BEST PRIVATE BANK – INVESTMENT MANAGEMENT PLATFORM

Winner
Societe Generale Private Banking Switzerland

PRIVATE BANK – CUSTOMER FACING DIGITAL CAPABILITIES

Winner
Hyposwiss Private Bank

INVESTMENT MANAGEMENT CATEGORIES

EXTERNAL ASSET MANAGER

Winner
DECALIA Asset Management

EXTERNAL ASSET MANAGEMENT PLATFORM AND OFFERING

Winner
UBS Global Wealth Management

BEST ASSET MANAGEMENT FIRM SERVING FAMILY OFFICES AND PRIVATE BANKS

Winner
DECALIA Asset Management

FUND MANAGER

Winner
DECALIA Asset Management

ALTERNATIVE FUND MANAGER

Winner
Societe Generale Private Banking Switzerland

PRIVATE INVESTMENT OFFICE/MULTI-FAMILY OFFICE

Winner
Stonehage Fleming

ETF PROVIDER

Winner
Lyxor ETF

MARKETING/PR CATEGORIES

BEST MARKETING OR PR CAMPAIGN

Winner
Lombard Odier

PRIVATE CLIENT CATEGORIES

LEGAL TEAM

Winner
Withers

BOUTIQUE FIRM

Winner
Lexpert Partners

INDEPENDENT TRUST OR FIDUCIARY COMPANY

Winner
Accuro

ESTATE PLANNING

Winner
Withers

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (TECH VENDORS ONLY)

FRONT OFFICE SOLUTION

Winner
AM-One

TRANSACTION PROCESSING SOLUTION

Winner
Avaloq

PORTFOLIO MANAGEMENT

Winner
Tindeco

CLIENT COMMUNICATIONS

Winner
AM-One

CLIENT REPORTING

Winner
FundCount
Highly Commended
Private Wealth Systems

COMPLIANCE

Winner
Expersoft Systems

CRM SYSTEM

Winner
Wealth Dynamix

OUTSOURCING SOLUTION

Winner
Avaloq

DATA PROVIDER

Winner
M2 Wealth

CLIENT ACCOUNTING

Winner
FundCount

RISK PROFILING SOLUTION

Winner
PlanPlus Global

RISK MANAGEMENT

Winner
Tiindeco

ONBOARDING

Winner
Appway

INNOVATIVE CLIENT SOLUTION

Winner
Wealth Dynamix

CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION

Winner
Wealth Dynamix

INNOVATIVE FINTECH SOLUTION

Winner
Private Wealth Systems

OTHER WEALTH MANAGEMENT CATEGORIES

WEALTH PLANNING TEAM

Winner
swissPartners Advisory + Solutions

LEADERSHIP CATEGORIES

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (INDIVIDUAL)

Winner
Dr Daniel Diemers
PwC Strategy&, Switzerland

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY)

Winner
Wealth Dynamix

LEADING INDIVIDUAL (BANKER)

Michel Longhini
Union Bancaire Privee

LEADING INDIVIDUAL (ADVISOR)

Michael Fischer
Fischer Ramp Partner

LIFETIME ACHIEVEMENT

Ray Soudah
MilleniumAssociates

Photographs

Category Sponsors