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