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Winners Of WealthBriefing Swiss Awards 2015
Tom Burroughes
27 March 2015
Outstanding practitioners from the world of Swiss wealth management were honoured at a gala evening yesterday at Geneva’s Hotel President Wilson. The WealthBriefing Swiss Awards 2015 were presented to recognise the range and depth of the Swiss wealth management industry, a sector that continues to face a multitude of challenges. With so much change taking place, it is right that the people setting high standards are recognised. One of the highlights of the evening came at the very end, when Jean-Pierre Cuoni, chairman of EFG International and a legendary figure in the industry, was honoured with a lifetime achievement award to mark six decades of work and creation in the financial services industry. As ever, the organisers of these awards are grateful to the panel of judges for adjudicating on the entries, and to the sponsors: EY; Brooks Macdonald; Appway; ProFundCom; Standard & Poor’s MMD; smartKYC, and IG. Entertainment on the evening was provided by the music group Electra. PRIVATE BANKING CATEGORIES DOMESTIC PRIVATE BANK FOREIGN PRIVATE BANK HNW SWISS DOMESTIC CLIENTS TEAM UHNW TEAM (INTERNATIONAL CLIENTS) PRIVATE BANKING CATEGORIES PRIVATE BANKING CATEGORIES Baker & McKenzie, Switzerland OTHER WEALTH MANAGEMENT CATEGORIES OTHER WEALTH MANAGEMENT CATEGORIES LIFETIME ACHIEVEMENT AWARD Jean-Pierre Cuoni - chairman, EFG International
Lombard Odier
PRIVATE BANKING CATEGORIES
Rothschild Wealth Management
PRIVATE BANKING CATEGORIES
Lombard Odier
PRIVATE BANKING CATEGORIES
Credit Suisse
WEALTH PLANNING TEAM
Union Banciare Privee
PRIVATE BANKING CATEGORIES
FAMILY OFFICE OFFERING
BNP Paribas Wealth Management
PRIVATE BANKING CATEGORIES
REGIONAL CLIENT TEAMS -
MIDDLE EASTERN CLIENTS OFFERING
HSBC Private Bank (Suisse)
PRIVATE BANKING CATEGORIES
CLIENT INITIATIVE
Union Bancaire Privee (FOSS Family Office Services Switzerland)
BEST END-TO-END CLIENT EXPERIENCE – EDITOR’S AWARD
Barclays
INVESTMENT MANAGEMENT CATEGORIES
EXTERNAL ASSET MANAGER
TCA Asset Management
INVESTMENT MANAGEMENT CATEGORIES
EXTERNAL ASSET MANAGER PLATFORM – EDITOR’S AWARD
Barclays
INVESTMENT MANAGEMENT CATEGORIES
FUND MANAGER
Bellevue Asset Management
INVESTMENT MANAGEMENT CATEGORIES
ALTERNATIVE FUND MANAGER
Bellevue Asset Management
MARKETING/PR CATEGORIES
PRINT CAMPAIGN
IG Bank
MARKETING/PR CATEGORIES
BRAND LAUNCH/RELAUNCH
BNP Paribas Wealth Management
PRIVATE CLIENT CATEGORIES
LEGAL TEAM
PRIVATE CLIENT CATEGORIES
INDEPENDENT TRUST OR FIDUCIARY COMPANY
Rawlinson & Hunter Trustees
PRIVATE CLIENT CATEGORIES
BOUTIQUE FIRM – EDITOR’S AWARD
TCA Asset Management
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES
FRONT OFFICE SOLUTION
Avaloq
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES
TRANSACTION PROCESSING SOLUTION – EDITOR’S AWARD
ERI Bancaire
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES
PORTFOLIO MANAGEMENT
Advent
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES
CLIENT COMMUNICATIONS & REPORTING
Advent
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES
OUTSOURCING SOLUTION – EDITOR’S AWARD
BRT
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES
RISK PROFILING SOLUTION / RISK MANAGEMENT
FinaMetrica
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES
CRM SYSTEM
Finantix
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES
ON-BOARDING
Appway
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES
INNOVATIVE CLIENT SOLUTION
UBS Wealth Management
GLOBAL CUSTODIAN – EDITOR’S AWARD
Credit Suisse
OTHER WEALTH MANAGEMENT CATEGORIES
LEADING INDIVIDUAL
David Wilson, Schellenberg Wittmer
OTHER WEALTH MANAGEMENT CATEGORIES
RISING STAR
Gregoire Wuest, Schellenberg Wittmer
PHILANTHROPY OFFERING – EDITOR’S AWARD
Lombard Odier
OTHER WEALTH MANAGEMENT CATEGORIES
WOMEN IN WEALTH MANAGEMENT
Denise Elfen – DE Asset Management
OTHER WEALTH MANAGEMENT CATEGORIES
OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP
Fritz Kaiser – Kaiser Partner