Overview

Nominations to the WealthBriefing Swiss Awards 2020 are unfortunately now closed. However tickets have been released to all those wishing to attend this prestigious celebration of the wealth management industry in Switzerland.

We welcome not only shortlisted companies but also participants from the wider industry who are keen to network with their peer group.

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 to seeing you at the 2020 awards ceremony.

Key Dates

  • Nominations  – Now closed
  • Nominations close – 25 September 2019 (at midnight)
  • AWARDS DINNER – 6 February 2020 (from 7.00pm)

Judges

Trusted Advisor Panel

Nick Blaydes

Managing Director

EY

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 Bongrand

Senior Partner

Legacy

Philippe advises wealthy individuals on leaving a legacy that will last forever. He builds on his experience in wealth management as well as his strategy consulting and marketing skills. Prior to founding LEGACY, Philippe headed the Wealth & Asset Management practice within a leading consulting firm where he advised clients on growth and digital strategies as well as transformation plans. He has worked with more than 50 clients - 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 the industry, in particular having led functions such as strategy, business development, sales management, sales force effectiveness and marketing.

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

Head of Private Client

Trustconsult Group S.A

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.

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.

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

Managing Director

Rhône Trustees

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.

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 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.

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.

Gregoire Uldry

Partner

Charles Russell Speechlys

Grégoire Uldry advises families, entrepreneurs, financial intermediaries, sport individuals and agents on cross-border private client, inheritance law, philanthropy and sports matters. He also acts as executor of high net-worth estates and advises clients living in, or looking to relocate to Switzerland. Specialising in asset structuring and estate planning, Gregoier’s expertise is rooted in charitable trusts and foundations, commercial law for family-owned businesses, and international families looking for effective governance structures through which to organise the long-term transition of wealth, including family businesses.

Gregoire is a member of the Society of Trust and Estates Practitioners (STEP).

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).

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Address: 47 Quai Wilson, Geneva, 1211, Switzerland

Winners Interviews

Winners

PRIVATE BANKING CATEGORIES

DOMESTIC PRIVATE BANK
Lombard Odier 

FOREIGN PRIVATE BANK
Citibank (Switzerland)    

HNW TEAM (SWISS DOMESTIC CLIENTS)
Mirabaud & Cie    

HNW TEAM (INTERNATIONAL CLIENTS)
Rothschild & Co Wealth Management    

UHNW TEAM (SWISS DOMESTIC CLIENTS)
Lombard Odier

UHNW TEAM (INTERNATIONAL CLIENTS) Citibank (Switzerland)    

FAMILY OFFICE OFFERING
Citibank (Switzerland)    

SPECIALIST INTERNATIONAL TEAM
Schroder & Co Bank     

CLIENT INITIATIVE
Banque Internationale a Luxembourg    

BEST PRIVATE BANK – CLIENT SERVICE
Lombard Odier    

BEST PRIVATE BANK – INVESTMENT MANAGEMENT PLATFORM
Hyposwiss Private Bank    

BEST PRIVATE BANK – TALENT MANAGEMENT
Societe Generale Private Bank (Suisse)    

PRIVATE BANK – BEST CREDIT PROVIDER
Societe Genrate Private Banking (Suisse)    

PRIVATE BANK – CUSTOMER FACING DIGITAL CAPABILITIES
Citibank Switzerland    

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
Capitalium Advisors    

FUND MANAGER
Banque Paris Bertrand    

ALTERNATIVE FUND MANAGER
Banque SYZ    

PRIVATE INVESTMENT OFFICE/ MULTI-FAMILY OFFICE
Stonehage Fleming    

ETF PROVIDER
Lyxor ETF    

MARKETING/PR CATEGORIES

BEST MARKETING OR PR CAMPAIGN
Lombard Odier    

PRIVATE CLIENT CATEGORIES

LEGAL TEAM
Schellenberg Wittmer    

INDEPENDENT TRUST OR FIDUCIARY COMPANY
Intertrust    

ESTATE PLANNING
Mirabaud & Cie    

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (TECH VENDORS ONLY)

FRONT OFFICE SOLUTION
Finantix    

TRANSACTION PROCESSING SOLUTION
ERI Bancaire    

PORTFOLIO MANAGEMENT
Charles River Development    

CLIENT COMMUNICATIONS
SS&C Advent    

CLIENT REPORTING
TechRules    

COMPLIANCE
Id4AG    

CRM SYSTEM
Expersoft Systems    

OUTSOURCING SOLUTION
SS&C Advent    

DATA PROVIDER
ONE PM    

CLIENT ACCOUNTING
FundCount

RISK PROFILING SOLUTION
PlanPlus    

RISK MANAGEMENT
TINDECO    

ONBOARDING
Appway    

CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION
Expersoft Systems    

INNOVATIVE FINTECH SOLUTION
ONE PM    

BEST NEWCOMER – TECHNOLOGY
EPAM    

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (IN-HOUSE SOLUTIONS ONLY)

INNOVATIVE CLIENT SOLUTION
GMG    

OTHER WEALTH MANAGEMENT CATEGORIES

CORPORATE SOCIAL RESPONSIBILITY/ DIVERSITY
Lombard Odier    

BEST WEALTH MANAGEMENT EXECUTIVE SEARCH FIRM (SWITZERLAND)
DART Talent and Executive Search    

WEALTH PLANNING TEAM
Swisspartners Advisory    

LEADERSHIP CATEGORIES

WOMEN IN WEALTH MANAGEMENT (INDIVIDUAL CONTRIBUTION)
Accuro Fiduciary – Natacha Onawelho-Loren    

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (INDIVIDUAL) )
Indosuez Wealth Management – Marie Owens Thomsen    

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY)
Scorpio Partnership  

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