Awards
EXCLUSIVE: Winners Of WealthBriefing Swiss Awards 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
Bedrock
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
Avaloq
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
FinaMetrica
CRM system
Finantix
On-boarding
Appway
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