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        
Private Client Categories               
Legal Team        
Schellenberg Wittmer Ltd        
Boutique Firm        
VALUEworks AG         
Independent Trust of Fiduciary Company        
Estate Planning Advice        
Withers LLP        
Wealth Management Technology Categories (Vendors)        
Front Office Solution        
Transaction Processing Solution        

Portfolio Management Solution        
SS&C Advent        
Client Communications Solution        
Client Reporting Solution        
WIZE by TeamWork        
Compliance Solution        
ERI Bancaire SA        
CRM System        
Technology Outsourcing Solution        
Lombard Odier        
Data Provider        
Morningstar Inc       
Client Accounting System        

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        
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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