Awards

EXCLUSIVE: Winners Of WealthBriefing Swiss Awards 2020

Tom Burroughes, Group Editor, 7 February 2020

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CLIENT REPORTING 
TechRules    
 

COMPLIANCE 
Id4AG    

CRM SYSTEM 
Expersoft Systems    

 

OUTSOURCING SOLUTION 
SS&C Advent    

DATA PROVIDER 
ONE PM    

CLIENT ACCOUNTING 
FundCount

RISK PROFILING SOLUTION 
PlanPlus    
 

RISK MANAGEMENT 
TINDECO    
 

ONBOARDING 
Appway    

CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION 
Expersoft Systems    
 

INNOVATIVE FINTECH SOLUTION    
ONE PM    
 

BEST NEWCOMER – TECHNOLOGY
EPAM    

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (IN-HOUSE SOLUTIONS ONLY) 
INNOVATIVE CLIENT SOLUTION
GMG    
 

OTHER WEALTH MANAGEMENT CATEGORIES
CORPORATE SOCIAL RESPONSIBILITY/ DIVERSITY 
Lombard Odier    

BEST WEALTH MANAGEMENT EXECUTIVE SEARCH FIRM (SWITZERLAND) 

DART Talent and Executive Search    

WEALTH PLANNING TEAM 
Swisspartners Advisory    

LEADERSHIP CATEGORIES

WOMEN IN WEALTH MANAGEMENT (INDIVIDUAL CONTRIBUTION)
Accuro Fiduciary – Natacha Onawelho-Loren    

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (INDIVIDUAL) )
Indosuez Wealth Management – Marie Owens Thomsen    

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY) 
Scorpio Partnership    
 

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