Awards

EXCLUSIVE: Winners Of The WealthBriefing Swiss Awards 2019

Tom Burroughes Group Editor Geneva 8 February 2019

EXCLUSIVE: Winners Of The WealthBriefing Swiss Awards 2019

Winners of the awards were announced last night in Geneva.

Outstanding practitioners in the Swiss private banking and related industry were honoured at the annual awards gala evening in Geneva, hosted by WealthBriefing. Congratulations to all involved, including the firms and individuals who were shortlisted. For further details about the programme, see here.

                                   
PRIVATE BANKING CATEGORIES
DOMESTIC PRIVATE BANK

Winner
Lombard Odier

FOREIGN PRIVATE BANK

Winner
Citi Private Bank

HNW TEAM (SWISS DOMESTIC CLIENTS)

Winner
Schroder & Co Bank

HNW TEAM (INTERNATIONAL CLIENTS)

Winner
Societe Generale Private Banking Switzerland

UHNW TEAM (SWISS DOMESTIC CLIENTS)

Winner
Lombard Odier

UHNW TEAM (INTERNATIONAL CLIENTS)

Winner
Citi Private Bank

FAMILY OFFICE OFFERING

Winner
Citi Private Bank

SPECIALIST INTERNATIONAL TEAM

Winner
Union Bancaire Privee

CLIENT INITIATIVE

Winner
Barclays

BEST PRIVATE BANK – CLIENT SERVICE

Banque Paris Bertrand – Highly Commended
Lombard Odier - Winner

BEST PRIVATE BANK – INVESTMENT MANAGEMENT PLATFORM

Winner
Societe Generale Private Banking Switzerland

PRIVATE BANK – CUSTOMER FACING DIGITAL CAPABILITIES

Winner
Hyposwiss Private Bank

INVESTMENT MANAGEMENT CATEGORIES

EXTERNAL ASSET MANAGER

Winner
DECALIA Asset Management

EXTERNAL ASSET MANAGEMENT PLATFORM AND OFFERING

Winner
UBS Global Wealth Management

BEST ASSET MANAGEMENT FIRM SERVING FAMILY OFFICES AND PRIVATE BANKS

Winner
DECALIA Asset Management

FUND MANAGER

Winner
DECALIA Asset Management

ALTERNATIVE FUND MANAGER

Winner
Societe Generale Private Banking Switzerland

PRIVATE INVESTMENT OFFICE/MULTI-FAMILY OFFICE

Winner
Stonehage Fleming

ETF PROVIDER

Winner
Lyxor ETF

MARKETING/PR CATEGORIES

BEST MARKETING OR PR CAMPAIGN

Winner
Lombard Odier

PRIVATE CLIENT CATEGORIES

LEGAL TEAM

Winner
Withers

BOUTIQUE FIRM

Winner
Lexpert Partners

INDEPENDENT TRUST OR FIDUCIARY COMPANY

Winner
Accuro

ESTATE PLANNING

Winner
Withers

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (TECH VENDORS ONLY)

FRONT OFFICE SOLUTION

Winner
AM-One

TRANSACTION PROCESSING SOLUTION

Winner
Avaloq

PORTFOLIO MANAGEMENT

Winner
Tindeco

CLIENT COMMUNICATIONS

Winner
AM-One

CLIENT REPORTING

Winner
FundCount
Highly Commended
Private Wealth Systems


COMPLIANCE

Winner
Expersoft Systems

CRM SYSTEM

Winner
Wealth Dynamix

OUTSOURCING SOLUTION

Winner
Avaloq

DATA PROVIDER

Winner
M2 Wealth

CLIENT ACCOUNTING

Winner
FundCount

RISK PROFILING SOLUTION

Winner
PlanPlus Global

RISK MANAGEMENT

Winner
Tiindeco

ONBOARDING

Winner
Appway

INNOVATIVE CLIENT SOLUTION

Winner
Wealth Dynamix

CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION

Winner
Wealth Dynamix

INNOVATIVE FINTECH SOLUTION

Winner
Private Wealth Systems

OTHER WEALTH MANAGEMENT CATEGORIES

WEALTH PLANNING TEAM

Winner
swissPartners Advisory + Solutions

LEADERSHIP CATEGORIES

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (INDIVIDUAL)

Winner
Dr Daniel Diemers
PwC Strategy&, Switzerland

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY)

Winner
Wealth Dynamix

LEADING INDIVIDUAL (BANKER)

Michel Longhini
Union Bancaire Privee


LEADING INDIVIDUAL (ADVISOR)

Michael Fischer
Fischer Ramp Partner


LIFETIME ACHIEVEMENT

Ray Soudah
MilleniumAssociates

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