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EXCLUSIVE: Winners Of The WealthBriefing Swiss Awards 2017
Tom Burroughes
10 February 2017
Outstanding practitioners in Switzerland's wealth management sector were honoured by this publication in its annual awards programme for the Alpine state last night. The ceremony, held at the Hotel President Wilson, Geneva, drew together individuals from a wide range of institutions and sectors including banks, private client law firms, financial technology businesses, international financial centres and consultancies. Among the highlights of the evening was a talk - complete with an enthralling short film and set of photographs - from Professor Claude Nicollier, a member of the Swiss Space Center and and an astronaut who completed four Space Shuttle flights, logging over 1,000 hours in space. He also graduated as a Swiss Air Force pilot and has worked as a test pilot. His talk gave the audience an opportunity to put the challenges of the wealth industry into perspective. Congratulations to all those who were victorious in the awards and for those who were shortlisted. To find out more about the awards, click here. DOMESTIC PRIVATE BANK Banque Paris Bertrand Sturdza FOREIGN PRIVATE BANK Barclays Wealth & Investment Management – Highly Commended HNW TEAM (SWISS DOMESTIC CLIENTS) Lombard Odier UHNW TEAM (INTERNATIONAL CLIENTS) Citi Private Bank - Winner SPECIALIST INTERNATIONAL TEAM – EDITOR’S AWARD HSBC Private Bank CLIENT INITIATIVE UBS Wealth Management BEST PRIVATE BANK – CLIENT SERVICE Barclays Wealth & Investment Management BEST PRIVATE BANK – INVESTMENT MANAGEMENT PLATFORM Banque SYZ PRIVATE BANK – CUSTOMER FACING DIGITAL CAPABILITIES – EDITOR’S AWARD Barclays Wealth & Investment Management INVESTMENT MANAGEMENT CATEGORIES EXTERNAL ASSET MANAGER Bedrock EXTERNAL ASSET MANAGEMENT PLATFORM AND OFFERING UBS Wealth Management PRIVATE INVESTMENT OFFICE/MULTI-FAMILY OFFICE Bedrock MARKETING/PR CATEGORIES BEST MARKETING OR PR CAMPAIGN Lombard Odier PRIVATE CLIENT CATEGORIES LEGAL TEAM Schellenberg Wittmer TAX/ACCOUNTANCY TEAM Rawlinson & Hunter INDEPENDENT TRUST OR FIDUCIARY COMPANY Rawlinson & Hunter Trustees FRONT OFFICE SOLUTION Avaloq Group TRANSACTION PROCESSING SOLUTION Avaloq Group PORTFOLIO MANAGEMENT Charles River Development CLIENT COMMUNICATIONS IBO CLIENT REPORTING IBO COMPLIANCE Expersoft Systems CRM SYSTEM WDX OUTSOURCING SOLUTION Avaloq Group RISK PROFILING SOLUTION Expersoft Systems RISK MANAGEMENT Tindeco ONBOARDING Appway INNOVATIVE CLIENT SOLUTION Masttro CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION Expersoft Systems INNOVATIVE FINTECH SOLUTION Qumram OTHER WEALTH MANAGEMENT CATEGORIES BEST WEALTH MANAGEMENT EXECUTIVE SEARCH FIRM (SWITZERLAND) DART Talent & Executive Search INTERNATIONAL FINANCE CENTRE – EDITOR’S AWARD Malta – Ministry for the Economy, Investment and Small Business WOMEN IN WEALTH MANAGEMENT (INDIVIDUAL CONTRIBUTION) Summit Trust International – Stella Mitchell-Voisin LEADING INDIVIDUAL (ADVISOR) Mark Barmes, Lenz & Staehelin LEADING INDIVIDUAL BANKER Anne-Marie de Weck, Lombard Odier LIFETIME ACHIEVEMENT Georges Gagnebin
Rothschild Private Wealth - Winner
HSBC Private Bank – Highly commended
(Online, print, brand launch/relaunch)
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (TECH VENDORS ONLY)