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)
- 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.
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.
- Nominations open – Now
- Nominations close – 28 September 2018 (at midnight)
- Shortlist announcement – 31 October 2018
- AWARDS DINNER – 7 February 2019 (from 7.00pm)
There will be two judging panels for the awards. A panel of trusted advisors who will be responsible for judging the private banking categories. A second panel of private bankers will judge the trusted advisor categories. This is to ensure that commercially sensitive information is kept confidential and to avoid conflicts of interest.
Trusted Advisor Panel
Nick Blaydes has 20 years’ investment banking experience and has worked exclusively on transactions in the financial services sector for more than a decade. Nick is head of EY’s financial services transactions team for Switzerland and leads the European M&A team for clients in the wealth management sector. Nick has an extensive track record in advising clients in the financial services industry on a variety of strategic development areas, including strategic options analysis, M&A, portfolio transactions, market entry strategies and co-operations, as well as on valuation and corporate finance issues.
Philippe advises wealth and asset managers on growth, digital strategies and transformation issues. He has worked with more than 50 clients that are global, regional or domestic leaders – in offshore and/or onshore markets - seeking to accelerate their transformation and improve their economics. In his 28 years of experience, he worked both as a strategy consultant and having operational roles in the industry, in particular having led functions such as strategy, business development, sales management, sales force effectiveness and marketing.
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
Senior Wealth Planner and Trust Expert
Cecile has enjoyed a varied career working with small and large trust companies alike, earning a solid reputation for her work on international trust & foundation administration/corporate services. Prior to moving to Geneva she worked in the UK and France before relocating to Switzerland to head up a trust company. Cecile is a member of several significant professional bodies including The International Tax Planning Association, and the Association of International Business Lawyers. She is former co-chair of the Swiss & Liechtenstein STEP Federation and has qualifications in company law and practice, international trust management, trust administration and accounts, and trust creation.
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.
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 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.
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 is a trustee for various UHNW and HNW families, and also specialises in the accounting and auditing of trust and corporate structures. Andrew is a UK qualified chartered accountant, and is a registered auditor in Switzerland, the UK and Ireland. He is treasurer and a committee member of STEP Geneva, and also sits on the STEP Worldwide professional standards committee. He is also a long-standing member of the audit and risk committee of the International Federation of Red Cross and Red Crescent Societies.
Founder and CEO
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.
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, 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.
Chairman and Founding Partner
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 originally focused on the financial services industry, however in recent years it has built on this M&A expertise and experience and established an additional entrepreneurs and corporates practic.
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.
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
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 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
Hyposwiss Banque Privee
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 has been a limited partner at Mirabaud since 2011. He joined the group in 1999.
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. He also sits on the board of his own family's family office. From 1995 to 1999, he was a MD at Creditanstalt Investment Bank in Vienna focusing on CEE countries. Prior to that, he was a development analyst in Paris for a subsidiary of Compagnie Générale des Eaux. He sits on or chairs several charity boards, most notably linked to music, in Switzerland, Europe and UK. He holds a MSc (Mgt) from Boston University and graduated from the Hotel Management School of Lausanne.
Dr Ariel Sergio Goekmen
Member of the Executive Board
Schroder & Co Bank
Ariel is a member of the executive board of Schroder & Co Bank in Switzerland and is responsible for its private banking operations in Zurich which service clients in Switzerland, Germany, United Kingdom, and the Nordic region of Sweden and Eastern Europe/Russia. Ariel supports UHNWI entrepreneurs and families in all financial advisory aspects and beyond, e.g. succession planning, philanthropy and relocation, together with other internal and external experts. Over more than 30 years in the banking sector, Ariel has held various managerial positions and is a regular speaker at conferences and the author of many articles and books on the subject. He is a member of STEP, ITPA, IISS and IFA.
Xavier Isaac is CEO of Accuro, the multi-jurisdictional trust and family office business. Xavier gained over 20 years of experience in various senior management positions at ABN AMRO Bank and Trust in Luxembourg, Geneva and Jersey prior to joining Investec in 2005. He was instrumental in the launch of Accuro in May 2017 following the successful completion of the management buyout of the Salamanca Trust Group, formally known as Investec Trust. Originally from Belgium, Xavier graduated magna cum laude in law from the Catholic University of Louvain. He served as the inaugural Vice-President of the Swiss Association of Trust Companies (SATC). He is also a member of the Society of Trust and Estate Practitioners (STEP) and is a Presiding Judge for the STEP Private Client Awards 2018/19. Xavier is a regular speaker at conferences organized by STEP, SATC, Academy & Finance and Transcontinental Trust. Since February 2016, Xavier has been the treasurer of the Swiss Philanthropy Foundation.
Group Managing Director
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.
Senior Vice President
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.
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.
Managing director and head of intermediaries, MFOs and group referrals
Matthew Spencer is a managing director and head of intermediaries, MFOs and group referrals at Deutsche Bank. He has specific responsibility for developing, managing and coordinating relationships with professional services firms and family offices – an area he has specialised in since 1994. Previously he has also held similar positions at Coutts and Credit Suisse where he was also a member of the UK market area management team and was based in Switzerland between 2010 and 2012.
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.
CEO Zurich Branch, Member of the Executive Committee Switzerland PRIV
Societe Generale Private Banking
Tobias Wagner heads up the Zurich branch and is a member of the executive committee for Societe Generale Private Banking Switzerland. Prior to that, 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. 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 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.
Managing Director and Head
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.
Managing Director, Co-founder
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.
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.
Head of Private Banking for CPB Services
Jürgen has been head of private banking services at RBS since the end of 2014. In this role, he oversees IT, banking operations and change management for the RBS private banking entities and is also the CEO of RBS Services (Switzerland).
Previous roles include being the chief technology officer of the wealth management division of RBS, and head of technology trends and mobile at RBS Group.
Prior to that, Jürgen served as chief operating officer of the wealth management division of RBS, as well as deputy head of the management team at its Swiss branch. Before joining the RBS Group in 2006, he served as CIO at Julius Bär Group.
Chief Operating Officer
Mike is group chief operating officer and one of the founders of Artorius Wealth, a wealth manager that has shown strong growth since its inception in 2014.
Operating from the UK and Switzerland and covering Europe and the Middle East, Mike has developed 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 firm Baker Tilly, where he was group operations director for the financial management and investment businesses. He has 12 years’ experience in financial services and banking which includes periods at KPMG, Santander and UK mutual societies. He also helped found a Saudi family office and managed a substantial private equity portfolio.
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.
Hotel President Wilson
Address: 47 Quai Wilson, Geneva, 1211, Switzerland
PRIVATE BANKING CATEGORIES
DOMESTIC PRIVATE BANK
FOREIGN PRIVATE BANK
Citi Private Bank
HNW TEAM (SWISS DOMESTIC CLIENTS)
Schroder & Co Bank
HNW TEAM (INTERNATIONAL CLIENTS)
Societe Generale Private Banking Switzerland
UHNW TEAM (SWISS DOMESTIC CLIENTS)
UHNW TEAM (INTERNATIONAL CLIENTS)
Citi Private Bank
FAMILY OFFICE OFFERING
Citi Private Bank
SPECIALIST INTERNATIONAL TEAM
Union Bancaire Privee
BEST PRIVATE BANK – CLIENT SERVICE
Banque Paris Bertrand – Highly Commended
Lombard Odier – Winner
BEST PRIVATE BANK – INVESTMENT MANAGEMENT PLATFORM
Societe Generale Private Banking Switzerland
PRIVATE BANK – CUSTOMER FACING DIGITAL CAPABILITIES
Hyposwiss Private Bank
INVESTMENT MANAGEMENT CATEGORIES
EXTERNAL ASSET MANAGER
DECALIA Asset Management
EXTERNAL ASSET MANAGEMENT PLATFORM AND OFFERING
UBS Global Wealth Management
BEST ASSET MANAGEMENT FIRM SERVING FAMILY OFFICES AND PRIVATE BANKS
DECALIA Asset Management
DECALIA Asset Management
ALTERNATIVE FUND MANAGER
Societe Generale Private Banking Switzerland
PRIVATE INVESTMENT OFFICE/MULTI-FAMILY OFFICE
BEST MARKETING OR PR CAMPAIGN
PRIVATE CLIENT CATEGORIES
INDEPENDENT TRUST OR FIDUCIARY COMPANY
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (TECH VENDORS ONLY)
FRONT OFFICE SOLUTION
TRANSACTION PROCESSING SOLUTION
Private Wealth Systems
RISK PROFILING SOLUTION
INNOVATIVE CLIENT SOLUTION
CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION
INNOVATIVE FINTECH SOLUTION
Private Wealth Systems
OTHER WEALTH MANAGEMENT CATEGORIES
WEALTH PLANNING TEAM
swissPartners Advisory + Solutions
OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (INDIVIDUAL)
Dr Daniel Diemers
PwC Strategy&, Switzerland
OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY)
LEADING INDIVIDUAL (BANKER)
Union Bancaire Privee
LEADING INDIVIDUAL (ADVISOR)
Fischer Ramp Partner