Awards

EXCLUSIVE: Winners Of WealthBriefing Swiss Awards 2021

Editorial Staff 4 February 2021

WealthBriefing is proud to announce winners of the 2021 series of our Swiss Awards programme. Congratulations to the firms and individuals for their achievements. 

The awards are part of this news service’s global programme honouring outstanding individuals and organisations in wealth management, ranging from family offices to banks, law firms, investment specialists, technology companies and consultancies. In challenging times, these awards lay down a marker for quality. 

For more details on the awards and the process, click here.

 

Private Banking Categories        
        
Domestic Private Bank         
Lombard Odier        
        
Foreign Private Bank        
BNP Paribas (Suisse) SA        
            

HNW Team (Swiss Domestic Clients)        
Rothschild & Co Wealth Management        
        
HNW Team (International Clients)        
REYL Group        
        

UHNW Team (Swiss Domestic Clients)        
Lombard Odier        
        
UHNW Team (International Clients)        
Citibank Switzerland        
        
Family Office Office Offering        
Citibank Switzerland        
        
Specialist International Team        
Mirabaud & Cie SA        
        

Client Initiative        
Capitalium Advisors SA        
        
Client Service        
Rothschild & Co Wealth Management    
        
Investment Management Platform        
Societe Generale        
        
Credit Provider        
Deutsche Bank (Switzerland) Ltd        
        
Best Customer-Facing Digital Capabilities        
Citibank Switzerland        
        
Internal Communications Initiative or Team        
Rothschild & Co Wealth Management        
        
Corporate Strategy Implementation        
CA Indosuez (Switzerland) SA        
        

Investment Management Categories         
        
Fund Manager        
Geneva Management Group         
        

Alternative Fund Manager        
Banque SYZ SA        
        
Private Investment Office/Multi-Family Office        
Stonehage Fleming        
        
ETF Provider        
Lyxor ETF        
        
FX Solution Provider        
CA Indosuez (Switzerland) SA        
        
Equity-Based Investment Strategy        
DECALIA SA                  
        


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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