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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. Foreign private bank HNW team (Swiss domestic clients) HNW/UHNW team (international clients) Family office offering Specialist international team HSBC Private Bank Client initiative Best private bank – client service Investment management categories Fund manager Private investment office/Multi-family office Marketing/PR categories Private client categories Legal team Independent trust or fiduciary company Boutique firm Transaction processing solution ERI Bancaire Expersoft Systems Portfolio management Avaloq Wealth management technology categories (open) Risk profiling solution/risk management solution CRM system Avaloq On-boarding Innovative client solution Other wealth management categories Other wealth management categories EY Rising star Leading individual (advisors) Lifetime achievement
Private banking categories
Domestic private bank
Bank Julius Baer
Banque Lombard Odier & Co
Banque Paris Bertrand Sturdza
Banque SYZ
REYL & Cie
Barclays Wealth and Investment Management, Switzerland
BNP Paribas (Suisse)
Citi Private Bank
Rothschild Wealth Management
Bank Julius Baer
Banque Lombard Odier & Co
Rothschild Wealth Management
Bank Julius Baer
Banque Paris Bertrand Sturdza
Banque SYZ
REYL & Cie
Wealth planning team
Bank Julius Baer
BNP Paribas (Suisse)
Bank Julius Baer
BNP Paribas (Suisse)
Peritus Investment Consultancy
EDITOR’S AWARD
Bank Julius Baer
Banque Lombard Odier & Co
REYL & Cie
Union Bancaire Privee
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
External asset manager
Bedrock
TCA Asset Management
Banque Paris Bertrand Sturdza
Union Bancaire Privee
Bedrock
Peritus Investment Consultancy
Best marketing / PR programme
Banque SYZ
Union Bancaire Privee
Where Americans Are Welcome
Charles Russell Speechlys
Schellenberg Wittmer
Withers Worldwide
Rawlinson & Hunter Trustees
Salamanca Group Trust (Switzerland)
Summit Trust International
Saffery Champness (Switzerland)
TCA Asset Management
Wealth management technology categories (vendors)
Front office solution
Avaloq
Expersoft Systems
SS&C Advent
TEMENOS
EDITOR’S AWARD
Charles River Development
ERI Bancaire
Expersoft Systems
SS&C Advent
Expersoft Systems
FinaMetrica
Expersoft Systems
Finantix
Appway
Avaloq
Expersoft Systems
Finantix
Profile Software
ABS
Banque Lombard Odier & Co
BRT
Expersoft Systems
InvestGlass
Profile Software
International finance centre
Editor’s Award
Guernsey International Finance Centre
Outstanding contribution to wealth management thought leadership (individual or company contribution)
PwC & UBS
To be announced shortly
Women in wealth management
To be announced shortly
To be announced shortly
Leading individual (banking)
To be announced shortly
To be announced shortly