Awards
EXCLUSIVE: Winners Of WealthBriefing Swiss Awards 2021
External Asset Manager (EAM) Custodian Categories
Overall Platform for External Asset Managers
UBP SA
Research Support for External Asset Managers
Morningstar Manager Selection Services
Marketing/PR Category
Marketing Campaign or Team
AW*SWITZERLAND
Private Client Categories
Legal Team
Schellenberg Wittmer Ltd
Boutique Firm
VALUEworks AG
Independent Trust of Fiduciary Company
Accuro
Estate Planning Advice
Withers LLP
Wealth Management Technology Categories
(Vendors)
Front Office Solution
Finantix
Transaction Processing Solution
Avaloq
Portfolio Management Solution
SS&C Advent
Client Communications Solution
Finartis
Client Reporting Solution
WIZE by TeamWork
Compliance Solution
ERI Bancaire SA
CRM System
TechRules
Technology Outsourcing Solution
Lombard Odier
Data Provider
Morningstar Inc
Client Accounting System
FundCount
Risk Profiling Solution
Oxford Risk
Risk Management Solution
swissQuant Group AG
Onboarding Solution
Appway AG
Most Innovative Client Solution
New Access SA
Implementation of a Technology Solution
Etops AG
Most Innovative Fintech Solution
id4 AG
Wealth Management Technology Categories (In-House
Solutions)
Most Innovative Solution (in-house)
Geneva Management Group
Most Innovative Solution Trust Company
JTC Private Office
Specialist Wealth-Management Categories
Corporate Social Responsibility/Diversity Programme
Geneva Management Group
Wealth Management Executive Search Firm
Lexton Stanley
Wealth Planning Team
IQ-EQ
ESG
Lombard Odier
Impact Investing
BNP Paribas (Suisse) SA
Leadership Categories
Women in Wealth Management (Individual Contribution)
Geneva Management Group
- Kerstin Engler
Women in Wealth Management (Company Contribution)
Summit Trust International SA
Outstanding Contribution to Wealth Management Thought Leadership
(Individual)
Leadership (Individual)
VALUEworks AG - Kecia Barkawi
Outstanding Contribution to Wealth Management Thought Leadership
(Company)
Summit Trust International SA
Leading Individual (Advisor)
VALUEworks AG - Kecia Barkawi