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Shortlist Of Potential Winners For WealthBriefing Switzerland Awards 2016

Tom Burroughes

4 January 2016

(This item has been repeated for the benefit of readers.)

Judges for the WealthBriefing Swiss Awards 2016 have drawn up a shortlist from which the eventual winners will be announced at a gala evening in Geneva, on 18 February, 2016. Editor’s awards are to be announced on the night. For more details about the event, including the venue, judging panel and logistics, click here.

On behalf of the team at ClearView Financial Media, we wish all our readers a happy and successful New Year.

Private banking categories
Domestic private bank

Bank Julius Baer
Banque Lombard Odier & Co
Banque Paris Bertrand Sturdza
Banque SYZ
REYL & Cie

Foreign private bank
Barclays Wealth and Investment Management, Switzerland
BNP Paribas (Suisse)
Citi Private Bank
Rothschild Wealth Management

HNW team (Swiss domestic clients)    
Bank Julius Baer
Banque Lombard Odier & Co
Rothschild Wealth Management

HNW/UHNW team (international clients)
Bank Julius Baer
Banque Paris Bertrand Sturdza
Banque SYZ
REYL & Cie

Wealth planning team
Bank Julius Baer
BNP Paribas (Suisse)

Family office offering
Bank Julius Baer
BNP Paribas (Suisse)
Peritus Investment Consultancy

Specialist international team  
EDITOR’S AWARD

HSBC Private Bank

Client initiative
Bank Julius Baer
Banque Lombard Odier & Co
REYL & Cie
Union Bancaire Privee

Best private bank – client service
Bank Julius Baer
Banque SYZ
Barclays Wealth and Investment Management, Switzerland  
BNP Paribas (Suisse)
Rothschild Wealth Management

Best private bank – investment management platform
Bank Julius Baer
Banque SYZ
Rothschild Wealth Management

Investment management categories
External asset manager
Bedrock  
TCA Asset Management

Fund manager
Banque Paris Bertrand Sturdza
Union Bancaire Privee

Private investment office/Multi-family office
Bedrock  
Peritus Investment Consultancy

Marketing/PR categories
Best marketing / PR programme

Banque SYZ 
Union Bancaire Privee  
Where Americans Are Welcome  


Private client categories

Legal team
Charles Russell Speechlys
Schellenberg Wittmer
Withers Worldwide

Independent trust or fiduciary company
Rawlinson & Hunter Trustees
Salamanca Group Trust (Switzerland)
Summit Trust International

Boutique firm
Saffery Champness (Switzerland)
TCA Asset Management

Wealth management technology categories (vendors)
Front office solution

Avaloq
Expersoft Systems
SS&C Advent
TEMENOS

Transaction processing solution
EDITOR’S AWARD

ERI Bancaire

Expersoft Systems

Portfolio management

Avaloq
Charles River Development
ERI Bancaire
Expersoft Systems
SS&C Advent

Wealth management technology categories (open)

Risk profiling solution/risk management solution
Expersoft Systems
FinaMetrica

CRM system

Avaloq
Expersoft Systems
Finantix

On-boarding
Appway
Avaloq
Expersoft Systems
Finantix
Profile Software

Innovative client solution
ABS
Banque Lombard Odier & Co
BRT 
Expersoft Systems
InvestGlass
Profile Software

Other wealth management categories
International finance centre
Editor’s Award

Guernsey International Finance Centre

Other wealth management categories
Outstanding contribution to wealth management thought leadership (individual or company contribution)

EY
PwC & UBS

Rising star
To be announced shortly


Women in wealth management
To be announced shortly

Leading individual (advisors)
To be announced shortly

Leading individual (banking)
To be announced shortly

Lifetime achievement
To be announced shortly