Awards

EXCLUSIVE: Winners Of WealthBriefing Swiss External Asset Management Awards for Excellence 2021

Editorial Staff 4 March 2021

EXCLUSIVE: Winners Of WealthBriefing Swiss External Asset Management Awards for Excellence 2021

WealthBriefing is excited to announce the launch of an awards programme highlighting the importance of external asset management to the Swiss wealth management industry. And here are the winners!

Breaking new ground, this publication is delighted to announce winners of its inaugural awards programme for the Swiss external asset management (EAM) industry. This is a sector gaining new prominence as Swiss regulatory changes take shape. The sector is wide and varied - these awards are designed to focus more attention on what this industry does and how it pushes for best practice. 

To see more about the awards programme, click here.


SWISS NATIONAL CATEGORIES (COMPANY)
Overall External Asset Manager (EAM)
Notz Stucki

Assets Under SFr500 Million AUM
Mt Fort Advisers  

Assets Between SFr500 Million - SFr1 Billion AUM
Capitalium Advisors 

Assets Over SFr1 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 Programme Team
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
Telomere Capital 

Client Reporting
CAPAnalysis 

Client Communications
swisspartners Advisors 

Overall Digital Engagement
WHVP

TECHNOLOGY CATEGORIES (EXTERNAL SUPPLIER)
Overall IT Solution Provider
WIZE by TeamWork

Client Reporting
WIZE by TeamWork

Client Communications
WIZE by TeamWork

CRM Product or Solution
WIZE by TeamWork

Compliance Solution
Wecan Group

Portfolio Management Solution
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

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