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EXCLUSIVE: Winners Of WealthBriefing Swiss Awards 2020

Tom Burroughes, Group Editor , 7 February 2020

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Here is a list of the firms and individuals honoured last night in Geneva by this publication for their achievements. The awards programme is the first in the calendar, with gala events scheduled in Europe, the US, Asia and Middle East later this year.

This news service kicked off this year's round of industry awards with its seventh annual gala evening in Geneva to honour winners of the WealthBriefing Switzerland Awards. The event, held at the Hotel President Wilson, adopted a new format and the categories reflected the continued changes in the shape of wealth management in the country. Congratulations to all involved.

For further details about this event, see here.

PRIVATE BANKING CATEGORIES
DOMESTIC PRIVATE BANK
Lombard Odier    


FOREIGN PRIVATE BANK 
Citibank (Switzerland)    

 

HNW TEAM (SWISS DOMESTIC CLIENTS) 
Mirabaud & Cie    

HNW TEAM (INTERNATIONAL CLIENTS)    
Rothschild & Co Wealth Management    
 

UHNW TEAM (SWISS DOMESTIC CLIENTS) 
Lombard Odier    

 

UHNW TEAM (INTERNATIONAL CLIENTS) 
Citibank (Switzerland)    

 

FAMILY OFFICE OFFERING 
Citibank (Switzerland)    

 

SPECIALIST INTERNATIONAL TEAM     
Schroder & Co Bank     

 

CLIENT INITIATIVE 
Banque Internationale a Luxembourg    

 

BEST PRIVATE BANK – CLIENT SERVICE 
Lombard Odier    


BEST PRIVATE BANK – INVESTMENT MANAGEMENT PLATFORM 
Hyposwiss Private Bank    

 

BEST PRIVATE BANK – TALENT MANAGEMENT 
Societe Generale Private Bank (Suisse)    

 

PRIVATE BANK – BEST CREDIT PROVIDER 
Societe Genrate Private Banking (Suisse)    


PRIVATE BANK – CUSTOMER FACING DIGITAL CAPABILITIES 
Citibank Switzerland    

 

INVESTMENT MANAGEMENT CATEGORIES
EXTERNAL ASSET MANAGER    
DECALIA Asset Management    

 

EXTERNAL ASSET MANAGEMENT PLATFORM AND OFFERING 
UBS Global Wealth Management    


BEST ASSET MANAGEMENT FIRM SERVING FAMILY OFFICES AND PRIVATE BANKS 
Capitalium Advisors    

 

FUND MANAGER 
Banque Paris Bertrand    


ALTERNATIVE FUND MANAGER     
Banque SYZ    

 

PRIVATE INVESTMENT OFFICE/ MULTI-FAMILY OFFICE 
Stonehage Fleming    

 

ETF PROVIDER 
Lyxor ETF    

 

MARKETING/PR CATEGORIES
BEST MARKETING OR PR CAMPAIGN 
Lombard Odier    

 

PRIVATE CLIENT CATEGORIES
LEGAL TEAM
Schellenberg Wittmer    

 

INDEPENDENT TRUST OR FIDUCIARY COMPANY
Intertrust    


ESTATE PLANNING
Mirabaud & Cie    

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (TECH VENDORS ONLY)
FRONT OFFICE SOLUTION
Finantix    

 

TRANSACTION PROCESSING SOLUTION
ERI Bancaire    

PORTFOLIO MANAGEMENT
Charles River Development    


CLIENT COMMUNICATIONS
 

SS&C Advent 

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