Awards

EXCLUSIVE: Winners Of WealthBriefing Swiss Awards 2021

Editorial Staff, 4 February 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 

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