Here is the shortlist for the WealthBriefing Swiss Awards 2015 with winners to be announced in Geneva in March.

We are delighted to announce the shortlist for the WealthBriefing Swiss Awards 2015 ahead of the black-tie gala dinner at the Hotel President Wilson in Geneva on 26 March.

Covering the whole spectrum of the industry ranging from private banking, trust companies, law firms, families and financial technology businesses, this year’s awards are designed to honour outstanding performance and standards in the industry.

As ever, the publisher of this news service is deeply grateful to the panel of judges for its work. (To view the panel of judges, see here). Editor’s Awards will be announced at the evening's ceremony.

PRIVATE BANKING CATEGORIES

DOMESTIC PRIVATE BANK

ORGANISATIONS
Bank Julius Baer
Banque Paris Bertrand Sturdza
Banque SYZ & Co
Credit Suisse
Lombard Odier
Wealth Management UBS Switzerland

FOREIGN PRIVATE BANK

ORGANISATIONS
Barclays  
BNP Paribas Wealth Management
HSBC Private Bank (Suisse)
Rothschild Wealth Management

HNW SWISS DOMESTIC CLIENTS TEAM    

ORGANISATIONS
Lombard Odier
Rothschild Wealth Management

UHNW TEAM (SWISS CLIENTS) – EDITOR’S AWARD

UHNW TEAM (INTERNATIONAL CLIENTS)

ORGANISATIONS
Credit Suisse
HSBC Private Bank (Suisse)

WEALTH PLANNING TEAM

ORGANISATIONS
BNP Paribas Wealth Management
Credit Suisse
Union Bancaire Privee

FAMILY OFFICE OFFERING

ORGANISATIONS
Bank Julius Baer
BNP Paribas Wealth Management

REGIONAL CLIENT TEAMS

ORGANISATIONS
Barclays – UK clients offering
Credit Suisse – Nordic clients offering
Credit Suisse – UK clients offering
HSBC Private Bank (Suisse) - Middle Eastern clients offering

CLIENT INITIATIVE

ORGANISATIONS
Lombard Odier
Union Bancaire Privee

BEST END-TO-END CLIENT EXPERIENCE PROCESS – EDITOR’S AWARD

INVESTMENT MANAGEMENT CATEGORIES

EXTERNAL ASSET MANAGER

ORGANISATIONS
Brooks Macdonald International
Lloyd Capital
Pilotage Private Wealth
TCA Asset Management

EXTERNAL ASSET MANAGER PLATFORM – EDITOR’S AWARD

FUND MANAGER

ORGANISATIONS
Banque Paris Bertrand Sturdza
Bellevue Asset Management
RBR Capital Advisors
Union Bancaire Privee

ALTERNATIVE FUND MANAGER

ORGANISATIONS
Bellevue Asset Management
RBR Capital Advisors

MARKETING/PR CATEGORIES

Online campaign/Print campaign

ORGANISATIONS
IG Bank (Online)
Union Bancaire Privee (Online)
IG Bank (Print)

MARKETING/PR CATEGORIES

Brand launch/relaunch

ORGANISATIONS
Banque Paris Bertrand Sturdza
BNP Paribas Wealth Management
IG Bank
TechRules
Where Americans Are Welcome

PRIVATE CLIENT CATEGORIES

Legal team

ORGANISATIONS
Baker & McKenzie, Switzerland
Charles Russell Speechlys
EY / Lenz & Staehlin (joint entry)
Schellenberg Wittmer

Independent trust or fiduciary company

ORGANISATIONS
Mandaris
Rawlinson & Hunter Trustees
Salamanca Group Trust (Switzerland)
Summit Trust International

Boutique firm – EDITOR’S AWARD

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WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (open to technology vendors only)

Front office solution

ORGANISATIONS
Advent
Avaloq
Finantix
TechRules

Transaction processing solution – EDITOR’S AWARD

Portfolio management

ORGANISATIONS
Advent
Charles River Development
ERI Bancaire
TechRules

Client communications and reporting

ORGANISATIONS
Advent
BRT
TechRules
Vermillion Software

Outsourcing solution – EDITOR’S AWARD

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (open to any organisation)

Risk profiling solution/Risk management

ORGANISATIONS
FinaMetrica
TechRules

CRM system

ORGANISATIONS
Finantix
TechRules

On-boarding

ORGANISATIONS
Appway
Finantix

Innovative client solution

ORGANISATIONS
Lombard Odier
UBS Wealth Management

OTHER WEALTH MANAGEMENT CATEGORIES

Global Custodian – EDITOR’S AWARD

Leading individual  

ORGANISATIONS
Bank Julius Baer – Andreas Feller
FRORIEP – Philippe Pulfer  
Schellenberg Wittmer  - David Wilson

Rising star

ORGANISATIONS
Credit Suisse – Robert Weeber
HSBC Private Bank (Suisse) – Daniel Webb
Schellenberg Wittmer -  Gregoire Wuest

Philanthropy offering – EDITOR’S AWARD

Women in wealth management

ORGANISATIONS/INDIVIDUALS
DE Asset Management – Denise Elfen
Cecile Civiale Vuilllier
HSBC Private Bank (Suisse) – Lisa Cornwell

Outstanding contribution to wealth management thought leadership  

ORGANISATIONS
EY
Kaiser Partner – Fritz Kaiser
Scorpio Partnership
Swiss Finance Institute

Lifetime Achievement

To be announced at the awards dinner.