Awards
Shortlist Of Potential Winners For WealthBriefing Switzerland Awards 2016

(This item has been repeated for the benefit of readers.)
Judges for the WealthBriefing Swiss Awards 2016 have drawn up a shortlist from which the eventual winners will be announced at a gala evening in Geneva, on 18 February, 2016. Editor’s awards are to be announced on the night. For more details about the event, including the venue, judging panel and logistics, click here.
On behalf of the team at ClearView Financial Media, we wish all
our readers a happy and successful New Year.
Private banking categories
Domestic private bank
Bank Julius Baer
Banque Lombard Odier & Co
Banque Paris Bertrand Sturdza
Banque SYZ
REYL & Cie
Foreign private bank
Barclays Wealth and Investment Management, Switzerland
BNP Paribas (Suisse)
Citi Private Bank
Rothschild Wealth Management
HNW team (Swiss domestic clients)
Bank Julius Baer
Banque Lombard Odier & Co
Rothschild Wealth Management
HNW/UHNW team (international clients)
Bank Julius Baer
Banque Paris Bertrand Sturdza
Banque SYZ
REYL & Cie
Wealth planning team
Bank Julius Baer
BNP Paribas (Suisse)
Family office offering
Bank Julius Baer
BNP Paribas (Suisse)
Peritus Investment Consultancy
Specialist international team
EDITOR’S AWARD
HSBC Private Bank
Client initiative
Bank Julius Baer
Banque Lombard Odier & Co
REYL & Cie
Union Bancaire Privee
Best private bank – client service
Bank Julius Baer
Banque SYZ
Barclays Wealth and Investment Management, Switzerland
BNP Paribas (Suisse)
Rothschild Wealth Management
Best private bank – investment management
platform
Bank Julius Baer
Banque SYZ
Rothschild Wealth Management
Investment management categories
External asset manager
Bedrock
TCA Asset Management
Fund manager
Banque Paris Bertrand Sturdza
Union Bancaire Privee
Private investment office/Multi-family
office
Bedrock
Peritus Investment Consultancy
Marketing/PR categories
Best marketing / PR programme
Banque SYZ
Union Bancaire Privee
Where Americans Are Welcome
Private client categories
Legal team
Charles Russell Speechlys
Schellenberg Wittmer
Withers Worldwide
Independent trust or fiduciary company
Rawlinson & Hunter Trustees
Salamanca Group Trust (Switzerland)
Summit Trust International
Boutique firm
Saffery Champness (Switzerland)
TCA Asset Management
Wealth management technology categories (vendors)
Front office solution
Avaloq
Expersoft Systems
SS&C Advent
TEMENOS
Transaction processing solution
EDITOR’S AWARD
ERI Bancaire
Expersoft Systems
Portfolio management
Avaloq
Charles River Development
ERI Bancaire
Expersoft Systems
SS&C Advent
Wealth management technology categories (open)
Risk profiling solution/risk management
solution
Expersoft Systems
FinaMetrica
CRM system
Avaloq
Expersoft Systems
Finantix
On-boarding
Appway
Avaloq
Expersoft Systems
Finantix
Profile Software
Innovative client solution
ABS
Banque Lombard Odier & Co
BRT
Expersoft Systems
InvestGlass
Profile Software
Other wealth management categories
International finance centre
Editor’s Award
Guernsey International Finance Centre
Other wealth management categories
Outstanding contribution to wealth management thought leadership
(individual or company contribution)
EY
PwC & UBS
Rising star
To be announced shortly
Women in wealth management
To be announced shortly
Leading individual (advisors)
To be announced shortly
Leading individual (banking)
To be announced shortly
Lifetime achievement
To be announced shortly