EXCLUSIVE: Winners Of WealthBriefing Swiss Awards 2016

Tom Burroughes Group Editor Geneva 19 February 2016


Here are winners of this year's awards at the annual WealthBriefing gala event in Geneva.

Luminaries from the Swiss private banking and wealth management industry were honoured last night in Geneva for the latest annual celebration of outstanding achievement – the WealthBriefing Awards 2016. The gala evening saw winners - and highly commended - banks and individuals recognised for the work done in delivering best practice in an industry going through considerable change. Lawyers, bankers and fintech firms were among those whose achievements were recognised. The culmination of the evening, held at the Hotel President Wilson on the shores of Lake Geneva, was a lifetime achievement award for Richard Pease, a luminary of Geneva's, and the wider world's, legal, trust and wealth management community.

The organisers of these awards want to thank the panel of judges for their work in scrutinising entrants. ClearView Financial Media, publisher of this news service, also wishes to thank sponsors of the event: Barclays, Appway, Millenium Associates, Aston Martin Geneva, ProFundCom, Avaloq, smartKYC, Standard & Poor's MMD.

The awards:

Private Banking Categories

Domestic private bank

Banque Lombard Odier & Cie

Foreign private bank

Rothschild Private Wealth - Winner

Barclays Wealth and Investment Management, Switzerland – Highly Commended

HNW team (Swiss domestic clients)

Rothschild Wealth Management

HNW/UHNW team (International clients)

Banque Syz

Wealth planning team

BNP Paribas (Suisse)

Family office offering

BNP Paribas (Suisse)

Specialist international team

Editor’s Award

HSBC Private Bank

Client initiative

REYL & Cie

Best private bank – client service

Barclays Wealth & Investment Management, Switzerland – Winner

Rothschild Wealth Management – Highly Commended

Best private bank – investment management platform

Bank Julius Baer

Investment Management Categories

External asset manager


Fund manager

Union Bancaire Privée, UBP SA (FOSS Family Office Services Switzerland)

Private investment office/Multi-family office

Bedrock – Joint Winner

Peritus Investment Consultancy – Joint Winner

Marketing Categories

Best marketing / PR programme

Banque SYZ – Highly Commended

Union Bancaire Privée, UBP SA (FOSS Family Office Services Switzerland)

Private Client Categories

Legal team

Schellenberg Wittmer

Independent trust or fiduciary company

Salamanca Group Trust

Boutique firm

Saffery Champness (Switzerland)

Wealth Management Technology Categories ( Vendors)

Front office solution


Transaction processing solution

Expersoft Systems – Joint Winner

ERI Bancaire – Joint Winner

Portfolio management

ERI Bancaire

Wealth Management Technology Categories (Open)

Risk profiling solution/risk management solution


CRM system




Innovative client solution

Banque Lombard Odier & Cie

Other Wealth Management Categories

International finance centre

Editor’s Award

Guernsey International Finance Centre

Outstanding contribution to wealth management thought leadership (individual or company contribution)

EY – Joint Winner

PwC & UBS – Joint Winner

Women in wealth management

Justine Markovitz, Withers Worldwide – Joint Winner

Lisa Cornwell, HSBC Private Bank – Joint Winner

Leading individual (advisors)

Hans-Joachim Jaeger, EY

Leading individual (bankers)

Etienne d’Arenberg, Mirabaud

Lifetime achievement

Richard Pease

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