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EXCLUSIVE: Winners Of The WealthBriefing Swiss Awards 2019
Tom Burroughes
8 February 2019
Outstanding practitioners in the Swiss private banking and related industry were honoured at the annual awards gala evening in Geneva, hosted by WealthBriefing. Congratulations to all involved, including the firms and individuals who were shortlisted. For further details about the programme, see here. Winner FOREIGN PRIVATE BANK Winner HNW TEAM (SWISS DOMESTIC CLIENTS) Winner HNW TEAM (INTERNATIONAL CLIENTS) Winner UHNW TEAM (SWISS DOMESTIC CLIENTS) Winner UHNW TEAM (INTERNATIONAL CLIENTS) Winner FAMILY OFFICE OFFERING Winner SPECIALIST INTERNATIONAL TEAM Winner Winner BEST PRIVATE BANK – CLIENT SERVICE Banque Paris Bertrand – Highly Commended BEST PRIVATE BANK – INVESTMENT MANAGEMENT PLATFORM Winner PRIVATE BANK – CUSTOMER FACING DIGITAL CAPABILITIES Winner INVESTMENT MANAGEMENT CATEGORIES EXTERNAL ASSET MANAGER Winner EXTERNAL ASSET MANAGEMENT PLATFORM AND OFFERING Winner BEST ASSET MANAGEMENT FIRM SERVING FAMILY OFFICES AND PRIVATE BANKS Winner FUND MANAGER Winner ALTERNATIVE FUND MANAGER Winner PRIVATE INVESTMENT OFFICE/MULTI-FAMILY OFFICE Winner ETF PROVIDER Winner BEST MARKETING OR PR CAMPAIGN Winner PRIVATE CLIENT CATEGORIES LEGAL TEAM Winner BOUTIQUE FIRM Winner INDEPENDENT TRUST OR FIDUCIARY COMPANY Winner ESTATE PLANNING Winner WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (TECH VENDORS ONLY) FRONT OFFICE SOLUTION Winner TRANSACTION PROCESSING SOLUTION Winner PORTFOLIO MANAGEMENT Winner CLIENT COMMUNICATIONS Winner CLIENT REPORTING Winner COMPLIANCE Winner CRM SYSTEM Winner OUTSOURCING SOLUTION Winner DATA PROVIDER Winner Winner RISK PROFILING SOLUTION Winner RISK MANAGEMENT Winner Winner INNOVATIVE CLIENT SOLUTION Winner CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION Winner INNOVATIVE FINTECH SOLUTION Winner OTHER WEALTH MANAGEMENT CATEGORIES WEALTH PLANNING TEAM Winner LEADERSHIP CATEGORIES OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (INDIVIDUAL) Winner OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY) Winner LEADING INDIVIDUAL (BANKER) Michel Longhini Michael Fischer Ray Soudah
PRIVATE BANKING CATEGORIES
DOMESTIC PRIVATE BANK
Lombard Odier
Citi Private Bank
Schroder & Co Bank
Societe Generale Private Banking Switzerland
Lombard Odier
Citi Private Bank
Citi Private Bank
Union Bancaire Privee
CLIENT INITIATIVE
Barclays
Lombard Odier - Winner
Societe Generale Private Banking Switzerland
Hyposwiss Private Bank
DECALIA Asset Management
UBS Global Wealth Management
DECALIA Asset Management
DECALIA Asset Management
Societe Generale Private Banking Switzerland
Stonehage Fleming
Lyxor ETF
MARKETING/PR CATEGORIES
Lombard Odier
Withers
Lexpert Partners
Accuro
Withers
AM-One
Avaloq
Tindeco
AM-One
FundCount
Highly Commended
Private Wealth Systems
Expersoft Systems
Wealth Dynamix
Avaloq
M2 Wealth
CLIENT ACCOUNTING
FundCount
PlanPlus Global
Tiindeco
ONBOARDING
Appway
Wealth Dynamix
Wealth Dynamix
Private Wealth Systems
swissPartners Advisory + Solutions
Dr Daniel Diemers
PwC Strategy&, Switzerland
Wealth Dynamix
Union Bancaire Privee
LEADING INDIVIDUAL (ADVISOR)
Fischer Ramp Partner
LIFETIME ACHIEVEMENT
MilleniumAssociates