Awards
EXCLUSIVE: Winners Of The WealthBriefing Swiss Awards 2019

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