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

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 […]

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

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 […]

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 […]

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 […]

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 […]

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

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. […]

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 […]

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 […]

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 […]

Categories

   

About our Sponsors

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