Awards
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