The team at ClearView Financial Media, the publisher of WealthBriefing, congratulates the winners as well as those individuals and firms who made the shortlist. Full details about the Swiss awards programme can be found here. For more details about our awards in other regions, see here.

A list of the winners is below:

PRIVATE BANKING CATEGORIES

DOMESTIC PRIVATE BANK

WINNER

Lombard Odier

FOREIGN PRIVATE BANK

WINNER

Citi Private Bank

HNW TEAM       

WINNER

Rothschild Private Wealth

UHNW TEAM (SWISS DOMESTIC CLIENTS)

WINNER

Lombard Odier

UHNW TEAM (INTERNATIONAL CLIENTS)

WINNER

Citi Private Bank

FAMILY OFFICE OFFERING

WINNER

Citi Private Bank

SPECIALIST INTERNATIONAL TEAM

WINNER

Union Bancaire Privee

CLIENT INITIATIVE

WINNER

Lombard Odier

BEST PRIVATE BANK – CLIENT SERVICE

WINNER

REYL & Cie

BEST PRIVATE BANK – INVESTMENT MANAGEMENT PLATFORM

WINNER

Lombard Odier

PRIVATE BANK – BEST CREDIT PROVIDER

WINNER

Societe Generale Private Banking (Switzerland)

INVESTMENT MANAGEMENT CATEGORIES

EXTERNAL ASSET MANAGER

WINNER

Bedrock SA

EXTERNAL ASSET MANAGEMENT PLATFORM AND OFFERING

WINNER

UBS Wealth Management

FUND MANAGER

WINNER

Banque Paris Bertrand Sturdza

PRIVATE INVESTMENT OFFICE/ MULTI-FAMILY OFFICE

WINNER

Stonehage Fleming

MARKETING/PR CATEGORIES

BEST MARKETING OR PR CAMPAIGN

(Online, print, brand launch/relaunch)

WINNER

Edmond de Rothschild (Suisse)

PRIVATE CLIENT CATEGORIES

LEGAL TEAM

WINNER

Charles Russell Speechlys

BOUTIQUE FIRM – EDITOR’S AWARD

WINNER

Lexpert Partners

TAX/ACCOUNTANCY TEAM

WINNER

Rawlinson & Hunter

TRUST OR FIDUCIARY COMPANY 

WINNER

Rawlinson & Hunter Trustees

MANAGEMENT CONSULTANCY – EDITOR’S AWARD

WINNER

Belmont Consulting Services

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (TECH VENDORS ONLY)

FRONT OFFICE SOLUTION

WINNER

ERI Bancaire

TRANSACTION PROCESSING SOLUTION

WINNER

Expersoft Systems

PORTFOLIO MANAGEMENT

WINNER

Charles River Development

CLIENT COMMUNICATIONS

WINNER

FundCount

CLIENT REPORTING

WINNER

Expersoft Systems

COMPLIANCE

WINNER

Wealth Dynamix

CRM SYSTEM

WINNER

Wealth Dynamix

CLIENT ACCOUNTING

WINNER

FundCount

RISK PROFILING SOLUTION

WINNER

FinaMetrica

ON-BOARDING

WINNER

Appway

INNOVATIVE CLIENT SOLUTION

WINNER

AM-One

CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION

WINNER

Wealth Dynamix

INNOVATIVE FINTECH SOLUTION

WINNER

Wealthinitiative

OTHER WEALTH MANAGEMENT CATEGORIES

BEST WEALTH MANAGEMENT EXECUTIVE SEARCH FIRM (SWITZERLAND) – EDITOR’S AWARD

WINNER

DART Talent & Executive Search

WEALTH PLANNING TEAM

WINNER

swisspartners Advisory + Solutions

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY) – EDITOR’S AWARD

WINNER

Wealth Dynamix

LEADING INDIVIDUAL (BANKER)

David Woolley

EFG Bank

LEADING INDIVIDUAL (ADVISOR)

Philippe Pulfer

Walder Wyss

LIFETIME ACHIEVEMENT

Bernard Vischer

Schellenberg Wittmer