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

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 heads Schellenberg Wittmer’s private wealth team in Geneva and is regarded as a leading practitioner in this field. He is listed Tier 1 by Chambers and Partners HNW […]

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 […]

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 […]

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 […]

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

Academic Lead

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 […]

Awards Winners Supplement


About our Sponsors

Featured Sponsors

Headline Sponsor


Sponsors


Venue

Hotel President Wilson

Address: 47 Quai Wilson, Geneva, 1211, Switzerland

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  


Winners Interviews


Photographs