Overview

WealthBriefing is excited to announce the launch of an awards program highlighting the importance of external asset management to the Swiss wealth management industry.

Building on the long-standing success of our annual Swiss Awards for the wealth management industry, the nomination process for the WealthBriefing Swiss External Asset Management Awards for Excellence 2021 is now open.

The categories for entry are focused around these main areas:

  • Swiss National
  • Swiss Regional
  • Team-Based
  • Products & Services
  • Technology (both in-house and external)
  • Individual and Leadership

As is the case for all our global awards programs, independence, integrity and genuine insight will be the watchwords of the judging process, which as always will be conducted by expert panels drawn from both custodian banks and trusted advisors/consultants to the sector.

A selection of our judges have shared their top tips for an outstanding submission (please click on image to view).

Having reported on the wealth management industry for over 15 years and being responsible for several research report specifically covering this area, we are best placed to initiate a process that fairly rewards achievement, top class performance and innovation.

Winning a WealthBriefing Award sets organisations and individuals apart from their peers and is a tangible demonstration that they have something special to offer.

We very much look forward to you joining the process and to welcoming you to celebrate your achievement at the awards presentation to be held at the Park Hyatt Zurich on 4th March 2021.

For further information on sponsorship opportunities please contact: andrew.deane@clearviewpublishing.com

For more details about the awards process please contact: rachel.fokes@clearviewpublishing.com

Key Dates

Key Dates for your diary

  • Nominations – Now closed
  • Submission Deadline – 27th November 2020 (at midnight)
  • Winners Notified – 2nd December 2020
  • Public Announcement - Thursday 4th March 2021

Judges

Trusted Advisor Panel

Anne Liebgott

Founder & Managing Director

AW✚SWITZERLAND

Anne is founder and managing director of the award-winning, Swiss online platform AW✚SWITZERLAND at americanswelcome.swiss. AWS introduces Swiss asset managers registered with the Securities and Exchange Commission in the United […]

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 Aghdami

Founder

Dart Talent & Executive Search

Daniel founded DART Talent & Executive Search in 2009 with the vision of creating an exceptional wealth and asset management search partner to a select client base. He gained his […]

Ian Ewart

Chairman

Acin Ltd

Ian is a C-Suite leader, Director and an Advisor. He has a focus on customer experience and organizational progression.  As a former member of the Executive Committee of Coutts & […]

John Hanafin

CEO

Huriya Private

John Hanafin is a financier, investor, deal maker and established Huriya Private after 15 years in financial services in the Middle East. A focused professional with entrepreneurial drive and a […]

Klaus-Michael Christensen

Founder & CEO

The WealthBriefing Swiss External Asset Management Awards for Excellence 2021

Klaus-Michael Christensen founded several companies in the 1990s in the sectors of fintech, hightech, and biotech. He joined the private banking industry in 2001 serving four banks. They were Bank Rothschild AG, Lloyds TSB […]

Laurent Pellet

Limited Partner, Global Head of EAM

Lombard Odier

Laurent Pellet joined Lombard Odier in June 2017. He assumed responsibility for the Group’s External Asset Managers department in 2018. His career began with Ferrier Lullin, where he held various […]

Dr. Mario A. Bassi

Senior Advisor

Private Wealth Management

Mario brings extensive experience to the industry as senior advisor driving sales and business initiatives in Asia Pacific for UHNWI/FO service providers. He draws upon his detailed understanding from roles […]

Markus Werner

Head of Intermediaries Business

LGT Gruppe Holding AG

Markus Werner is head of the intermediaries business for LGT in Switzerland and Liechtenstein. He began his career in the corporate banking business at a large Swiss bank and in […]

Peter Vangehr

Head of the Intermediaries Business

VP Bank

Peter Vangehr is the Head of the Intermediaries Business at VP Bank Switzerland since beginning of 2019. Peter started his Banking Carrier as an FX Trader with UBS Zurich and […]

Pierre Daelemans

Head of Latin World and Professional Clients

CA Indosuez (Switzerland) SA

Pierre Daelemans is a seasoned wealth manager with a lengthy experience in dealing with a large panel of international clients: HNWIs, External Asset Managers, Single or Multi-Family and Offices, in […]

Pierre Dupont

Managing Partner

WIZE by TeamWork

Pierre is Managing Partner at WIZE by TeamWork, the all-in-one Wealth & Asset Management solution, which is one of the fastest growing WealthTech companies in Switzerland dedicated to External Asset […]

Pius Stucki

CEO and Founder

Etops AG

Pius Stucki has broad experience in product management and information systems for the asset management industry. Having worked with Swiss banks and family office for a couple of years he […]

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 […]

Wendy Spires

Head of Research

ClearView Financial Media

Wendy has been a wealth management journalist, researcher and consultant for a decade, covering a huge range of international markets and sub-sectors over that time. Known as a technology and […]

Categories

Entry for the WealthBriefing Swiss External Asset Management Awards for Excellence 2021 is now closed. The Winning organisations will be announced in March 2021. For any questions, please contact rachel.fokes@clearviewpublishing.com

Awards Winners Supplement


About our Sponsors

Technology Sponsors


Custodian Sponsors


Category Sponsors


Venue

Park Hyatt

Address: Beethovenstrasse 21, 8002 Zurich, Switzerland

Charity


Here is a selection of some of our global charity partners that we supported through our previous awards programs.

Winners

SWISS NATIONAL CATEGORIES (COMPANY)

Overall External Asset Manager (EAM)
Notz Stucki

Assets Under CHF 500 Million AUM
Mt Fort Advisers

Assets between CHF 500 Million - 1 Billion AUM
Capitalium Advisors

Assets Over CHF 1 Billion AUM
The Forum Finance Group

Growth strategy
DECALIA

Newcomer
Mt Fort Advisers

INTERNATIONAL CATEGORIES (COMPANY)

Servicing North American Clients
WHVP

Servicing Eastern European/Russian Clients
Marcuard Heritage

REGIONAL AND CANTONAL CATEGORIES (COMPANY)

Based in Zurich
swisspartners Advisors

Based in Geneva
DECALIA

Based in Vaud
MFM Mirante Fund Management

Based in Liechtenstein
Thalmann & Verling Trust

TEAM-BASED CATEGORIES

Investment Process Team
MFM Mirante Fund Management

Portfolio Management Team
DCM Systematic Advisors

Direct Investment Program Team - Sponsored by Indosuez Wealth Management 
Decisive Capital Management

Client Service Team
Telomere Capital

Swiss Domestic Team
Capitalium Advisors

International Team
swisspartners Advisors

TECHNOLOGY CATEGORIES (IN-HOUSE)

Innovative Use of Technology - In-House
Telomere Capital

Client Reporting - In-House
CAPAnalysis

Client Communications - In-House
swisspartners Advisors

Overall Digital Engagement - In-House
WHVP

TECHNOLOGY CATEGORIES (EXTERNAL SUPPLIER)

Overall IT Solution Provider - External Supplier
WIZE by TeamWork

Client Reporting - External Supplier
WIZE by TeamWork

Client Communications - External Supplier
WIZE by TeamWork

CRM Product or Solution - External Supplier
WIZE by TeamWork

Compliance Solution - External Supplier
Wecan Group

Portfolio Management Solution - External Supplier
WIZE by TeamWork

PRODUCT AND SERVICES CATEGORIES (COMPANY)

Fund Selection/Asset Allocation Programme
Notz Stucki

Next-Gen Programme
Mount-Invest

Family Office Proposition
Geneva Management Group

LEADERSHIP-BASED CATEGORIES (INDIVIDUAL)

Chief Executive Officer
Telomere Capital - Dominique de Riaz

Chief Investment Officer
swisspartners Advisors - Peter Ahluwalia

Lifetime Achievement
swisspartners Advisors - Dominique J. Spillmann


Winners Interviews


Photographs


Frequently Asked Questions

Q) Do I/my firm need to be a subscriber to WealthBriefing?

A) No, this program is open to all relevant firms.

Q) Is there any upfront cost to enter?

A) No, there is no upfront cost to enter, but you will be offered to acquire a winner’s package should you be successful. This includes the option of tickets to attend the celebratory cocktail reception if it can take place. It is our intention to hold an awards ceremony and we will ensure that the prevailing covid-19 regulations are observed to make it a safe and special event.

Q) Is the process open to firms that are not active within the Swiss and Liechtenstein region?

A) The judges will only consider submissions from firms that are active in the region. Please see here an overview of our global awards programmes.

Q) How do you ensure that the judging process is independent and impartial?

A) The judges are independent of the Award organisers and the are divided into separate panels to avoid conflicts of interest.

Q) Can you assure me that any details that I submit will be treated with confidentiality.

A) We collect your details and only share submissions with the judges’ team responsible for judging those particular categories. We ensure that there is no conflict of interest with the judges’ team before sharing entrants’ details. All our judges have signed a Non-Disclosure Agreement.

Q) My submission is likely to be longer than the 1000-word max limit. Would this disadvantage me?

A) We have set the limit out of respect to the judges and we are keen to maintain this to ensure that there is a level playing field between competing submissions.