Awards

Winners Of WealthBriefing Swiss Awards 2015

Tom Burroughes Group Editor Geneva 27 March 2015

Winners Of WealthBriefing Swiss Awards 2015

Outstanding practitioners from the world of Swiss wealth management were honoured at a gala evening yesterday at Geneva’s Hotel President Wilson. The WealthBriefing Swiss Awards 2015 were presented to recognise the range and depth of the Swiss wealth management industry, a sector that continues to face a multitude of challenges. With so much change taking place, it is right that the people setting high standards are recognised.

One of the highlights of the evening came at the very end, when Jean-Pierre Cuoni, chairman of EFG International and a legendary figure in the industry, was honoured with a lifetime achievement award to mark six decades of work and creation in the financial services industry.

As ever, the organisers of these awards are grateful to the panel of judges for adjudicating on the entries, and to the sponsors: EY; Brooks Macdonald; Appway; ProFundCom; Standard & Poor’s MMD; smartKYC, and IG. Entertainment on the evening was provided by the music group Electra.

PRIVATE BANKING CATEGORIES

DOMESTIC PRIVATE BANK
Lombard Odier

PRIVATE BANKING CATEGORIES

FOREIGN PRIVATE BANK
Rothschild Wealth Management

PRIVATE BANKING CATEGORIES

HNW SWISS DOMESTIC CLIENTS TEAM
Lombard Odier

PRIVATE BANKING CATEGORIES

UHNW TEAM (INTERNATIONAL CLIENTS)
Credit Suisse

PRIVATE BANKING CATEGORIES
WEALTH PLANNING TEAM

Union Banciare Privee

PRIVATE BANKING CATEGORIES
FAMILY OFFICE OFFERING

BNP Paribas Wealth Management

PRIVATE BANKING CATEGORIES
REGIONAL CLIENT TEAMS -
MIDDLE EASTERN CLIENTS OFFERING

HSBC Private Bank (Suisse)

PRIVATE BANKING CATEGORIES
CLIENT INITIATIVE

Union Bancaire Privee (FOSS Family Office Services Switzerland)

PRIVATE BANKING CATEGORIES
BEST END-TO-END CLIENT EXPERIENCE – EDITOR’S AWARD

Barclays

INVESTMENT MANAGEMENT CATEGORIES
EXTERNAL ASSET MANAGER

TCA Asset Management

INVESTMENT MANAGEMENT CATEGORIES
EXTERNAL ASSET MANAGER PLATFORM – EDITOR’S AWARD

Barclays

INVESTMENT MANAGEMENT CATEGORIES
FUND MANAGER

Bellevue Asset Management

INVESTMENT MANAGEMENT CATEGORIES
ALTERNATIVE FUND MANAGER

Bellevue Asset Management

MARKETING/PR CATEGORIES
PRINT CAMPAIGN

IG Bank

MARKETING/PR CATEGORIES
BRAND LAUNCH/RELAUNCH

BNP Paribas Wealth Management

PRIVATE CLIENT CATEGORIES
LEGAL TEAM

Baker & McKenzie, Switzerland

PRIVATE CLIENT CATEGORIES
INDEPENDENT TRUST OR FIDUCIARY COMPANY

Rawlinson & Hunter Trustees

PRIVATE CLIENT CATEGORIES
BOUTIQUE FIRM – EDITOR’S AWARD

TCA Asset Management

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES
FRONT OFFICE SOLUTION

Avaloq

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES
TRANSACTION PROCESSING SOLUTION – EDITOR’S AWARD

ERI Bancaire



WEALTH MANAGEMENT TECHNOLOGY CATEGORIES
PORTFOLIO MANAGEMENT

Advent

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES
CLIENT COMMUNICATIONS & REPORTING

Advent

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES
OUTSOURCING SOLUTION – EDITOR’S AWARD

BRT

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES
RISK PROFILING SOLUTION / RISK MANAGEMENT

FinaMetrica

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES
CRM SYSTEM

Finantix

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES
ON-BOARDING

Appway

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES
INNOVATIVE CLIENT SOLUTION

UBS Wealth Management

OTHER WEALTH MANAGEMENT CATEGORIES
GLOBAL CUSTODIAN – EDITOR’S AWARD

Credit Suisse

OTHER WEALTH MANAGEMENT CATEGORIES
LEADING INDIVIDUAL

David Wilson, Schellenberg Wittmer

OTHER WEALTH MANAGEMENT CATEGORIES
RISING STAR

Gregoire Wuest, Schellenberg Wittmer

OTHER WEALTH MANAGEMENT CATEGORIES
PHILANTHROPY OFFERING – EDITOR’S AWARD

Lombard Odier

OTHER WEALTH MANAGEMENT CATEGORIES
WOMEN IN WEALTH MANAGEMENT

Denise Elfen – DE Asset Management

OTHER WEALTH MANAGEMENT CATEGORIES
OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP

Fritz Kaiser – Kaiser Partner

LIFETIME ACHIEVEMENT AWARD

Jean-Pierre Cuoni - chairman, EFG International

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