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 Open – Monday 6th July 2020
  • Submission Deadline – 12th November 2020 (at midnight)
  • Winners Notified – 2nd December 2020
  • Public Announcement – Thursday 4th March 2021
  • Awards Presentation Ceremony in Zurich – Thursday 4th March 2021

Judges

Our global awards program is built on the independence of our judges. For the WealthBriefing External Asset Management Awards, the judges are being invited from partners in the custodian banks, technology companies and other service providers.  Each judge will have signed an NDA to ensure that all the information they receive in the submissions is kept in the strictest confidence. Further judges will be advised in due course.   

Trusted Advisor Panel

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 knowledge through his work at several leading global financial institutions including Goldman Sachs, and at another recruitment and executive search boutique. Daniel grew up in the UK and Switzerland. He specialises in executive level searches with a particular focus on investments and the EMEA region.

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 such as global head of business management for ANZ Private Bank in Australasia, where he defined and delivered the strategic and operational needs for the business.

Previously Mario worked for leading wealth managers such as Vontobel, Credit Suisse and Deutsche Bank, holding positions across a variety of disciplines including relationship management, business and financial planning, training and development, strategy, business development and marketing communications in both Europe and Asia. He was also managing director for Solution Providers Management Consulting, leading its growth in Asia Pacific, specifically Singapore.

He wrote and published his Ph.D. thesis about the supervision of External Asset Managers [EAM] in Switzerland (“Der bankunabhängige Vermögensverwalter: Analyse des Handlungsbedarfs einer möglichen Aufsicht unter Berücksichtigung des amerikanischen und englischen Rechts”), build up/out of various EAM desks in Switzerland and Singapore and serviced this segment.

Klaus-Michael Christensen

Founder & CEO

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 Ltd, Coutts AG, and Société Générale Ltd until 2019. His clients were HNWIs, External Asset Managers and Multi-Family Offices, in Switzerland, Europe, and Latin America. He held roles as director, portfolio manager, asset manager, relationship manager and head of EAM departments. In August 2015 he founded the Swiss Impact Investment Association to make awareness about Impact Investment and in March 2020 he founded Sevenbridge to advise impact companies in scaling their businesses by connecting them to service providers and impact investors.

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.

Pierre Daelemans

Wealth Management Team Head

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 Switzerland, Northern Europe, and Latin America. For nearly two decades, Pierre has applied his experience, professionalism and well-developed technical skills to deliver ‘first-class’ services to clients.

Before joining Indosuez Wealth Management in 2020 as Head of Professional Clients in Switzerland, Pierre Daelemans successively managed the North European, Latin American and EAM markets in an International Swiss private bank.

Swiss, Peruvian and Belgian, Pierre holds an MBA from Queens University (Canada) and is graduated in Engineering from Louvain University (Belgium).

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 Managers, Family Offices, Fund Managers and Banks.

He brings the judges panel an extensive banking operations expertise acquired during the last 9 years by heading business development of Bank Lombard Odier global custody & reporting services and 10 years of IT experience as Private Banking Client Executive at IBM Geneva before.

Both Swiss and Belgian, used to work in multi-cultural and multilingual environments, his motivation has been during his whole career to understanding customer's pains, translating those to experts who are able to solve them and setting the right level of expectations on both sides.

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 commercial mindset. John has over 25 year’s experience in the HNW Trust & Corporate Services industry, with 15 years based in Dubai, Doha and Manama. With an extensive background in serving the specialised needs of high net worth investors around the world, John brings to the table proven leadership experience in global financial services, residency and citizenship planning, estate planning and other related services. In addition to sitting on the boards of various organizations globally, John is also a trusted advisor to governments for the structuring and implementation of programs to boost corporate re-domiciliation and foreign direct investments.

John is a Chartered member of the Securities Institute (CISI), a member of the Society of Trust and Estate Practitioners (STEP), a member of the International Tax Planning Association (ITPA), a member of the International Business Structuring Association (IBSA) and an FA Registered Intermediary, authorized to conduct intermediary activity on behalf of professional football players and clubs in England.

Anne Liebgott

Founder & Managing Director

AW★SWITZERLAND

Anne is founder and managing director of the Swiss online platform AW★SWITZERLAND at americanswelcome.swiss. AWS introduces Swiss asset managers that have registered with the Securities and Exchange Commission in the United States and are dedicated to providing Swiss wealth management services to US citizens, US residents and US expats. The platform includes other wealth management-related services as well. In addition, Anne provides US-oriented marketing, communication and business development strategies through her agency, Americom. Anne is a board member of the Swiss-American Society in Zurich.

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.

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 communications specialist, she has written an array of in-depth reports on issues affecting private banks and wealth managers, ranging from compliance and innovation trends through to client experience, branding and marketing strategies. As well as speaking at conferences in both the UK and abroad, Wendy also regularly consults for wealth and asset managers, including carrying out research projects among end H/UHNW clients for both internal and external purposes.

Alex Trott

Managing Director, Financial Services Industry Practice, Hong Kong

Accenture

Alex Trott is managing director and lead for Accenture's financial services industry practice in Hong Kong. With over 15 years experience in the banking and financial services industries, Alex is an expert in wealth management and retail banking channel solutions, operating model and business architecture design, sales and service transformation.

In his time with Accenture, Alex has held a number of roles in the financial services industry practice and was responsible for the retail banking branch and channel practice in the UK. He has also held positions in a number of markets across Europe and Asia Pacific, including UK, Ireland, Australia, Thailand and Hong Kong.

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 after at ABN AMRO Bank for more than 10 years. He has over 20 years of professional experience working with intermediaries, working for leading banks such as Credit Suisse Group, Julius Bär, ABN AMRO Bank and VP Bank. Peter holds different diplomas from the Swiss Banking organizations.

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 private banking at a Liechtenstein bank before joining LGT's intermediary business in 1996. The professional collaboration with independent asset managers, trust companies, law firms and multi family offices – professionals with and for professionals – enthused Markus from the outset. The 47-year-old is fascinated by the many exciting changes, the close relations as well as the heterogeneity of the B2B business. He is a Swiss-certified banker with Federal Diploma and holds a Federal Diploma for experts in finance and investments from the Swiss Training Centre for Investment Professionals.

Categories

Please follow this link to enter the WealthBriefing Swiss External Asset Management Awards for Excellence 2021

For any questions, please contact rachel.fokes@clearviewpublishing.com

About our Sponsors

Technology Sponsors

Custodian Sponsors

Category Sponsors

Venue

Park Hyatt

Address: Beethovenstrasse 21, 8002 Zurich, Switzerland

Charity

We are an education charity supporting pupils from disadvantaged backgrounds to achieve a meaningful level of academic attainment, helping them to progress to further education, employment or training.

Cure Alzheimer’s Fund was established in 2004 to fund targeted research with the highest probability of slowing, stopping or reversing Alzheimer’s disease through venture based philanthropy. All organizational expenses are paid for by the Founders and Board, allowing all other contributions to be applied directly to Alzheimer’s Disease research. Our foundational research is focused on identifying all the genes and gene mutations that are linked to Alzheimer’s Disease.

Our values are deeply ingrained in the School. When they opened the school’s doors in 1968, our founding trustees envisioned a new and progressive institution, embedded within the real-world environment of a working hospital. They called for the levels of passion, inquiry, dedication, knowledge, leadership, and innovation for which the School is renowned.

Today, we train nearly 2,000 students and postdoctoral fellows each year, with several thousand faculty members in numerous clinical and basic science departments, multidisciplinary institutes and centers. Our NIH funding is among the highest nationwide. We have built inspirational leadership, a comprehensive infrastructure, strategic affiliates, and a solid support system, as we train health care leaders for the 21st century amid the vibrant and diverse city of New York.

Nerve Tumours UK provides support and information, as well as campaigns and raises awareness on behalf of over 26,500 people in the UK who have Neurofibromatosis (NF1 and NF2) and Schwannomatosis. We’re here to improve lives for people with nerve tumours, by making sure those affected have access to the help they require.


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

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.


Technology Sponsors

Custodian Sponsors

Category Sponsors