Print this article
EXCLUSIVE: Winners Of WealthBriefing Swiss Awards 2016
Tom Burroughes
19 February 2016
Luminaries from the Swiss private banking and wealth management industry were honoured last night in Geneva for the latest annual celebration of outstanding achievement – the WealthBriefing Awards 2016. The gala evening saw winners - and highly commended - banks and individuals recognised for the work done in delivering best practice in an industry going through considerable change. Lawyers, bankers and fintech firms were among those whose achievements were recognised. The culmination of the evening, held at the Hotel President Wilson on the shores of Lake Geneva, was a lifetime achievement award for Richard Pease, a luminary of Geneva's, and the wider world's, legal, trust and wealth management community. The organisers of these awards want to thank the panel of judges for their work in scrutinising entrants. ClearView Financial Media, publisher of this news service, also wishes to thank sponsors of the event: Barclays, Appway, Millenium Associates, Aston Martin Geneva, ProFundCom, Avaloq, smartKYC, Standard & Poor's MMD. The awards: Private Banking Categories Domestic private bank Banque Lombard Odier & Cie Foreign private bank Rothschild Private Wealth - Winner Barclays Wealth and Investment Management, Switzerland – Highly Commended HNW team (Swiss domestic clients) Rothschild Wealth Management HNW/UHNW team (International clients) Banque Syz Wealth planning team BNP Paribas (Suisse) Family office offering BNP Paribas (Suisse) Specialist international team Editor’s Award HSBC Private Bank Client initiative REYL & Cie Best private bank – client service Barclays Wealth & Investment Management, Switzerland – Winner Rothschild Wealth Management – Highly Commended Best private bank – investment management platform Bank Julius Baer Investment Management Categories External asset manager Bedrock Fund manager Union Bancaire Privée, UBP SA (FOSS Family Office Services Switzerland) Private investment office/Multi-family office Bedrock – Joint Winner Peritus Investment Consultancy – Joint Winner Marketing Categories Best marketing / PR programme Banque SYZ – Highly Commended Union Bancaire Privée, UBP SA (FOSS Family Office Services Switzerland) Private Client Categories Legal team Schellenberg Wittmer Independent trust or fiduciary company Salamanca Group Trust Boutique firm Saffery Champness (Switzerland) Wealth Management Technology Categories ( Vendors) Front office solution Avaloq Transaction processing solution Expersoft Systems – Joint Winner ERI Bancaire – Joint Winner Portfolio management ERI Bancaire Wealth Management Technology Categories (Open) Risk profiling solution/risk management solution FinaMetrica CRM system Finantix On-boarding Appway Innovative client solution Banque Lombard Odier & Cie Other Wealth Management Categories International finance centre Editor’s Award Guernsey International Finance Centre Outstanding contribution to wealth management thought leadership (individual or company contribution) EY – Joint Winner PwC & UBS – Joint Winner Women in wealth management Justine Markovitz, Withers Worldwide – Joint Winner Lisa Cornwell, HSBC Private Bank – Joint Winner Leading individual (advisors) Hans-Joachim Jaeger, EY Leading individual (bankers) Etienne d’Arenberg, Mirabaud Lifetime achievement Richard Pease