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EXCLUSIVE: Winners Of WealthBriefing Swiss Awards 2020

Tom Burroughes

7 February 2020

This news service kicked off this year's round of industry awards with its seventh annual gala evening in Geneva to honour winners of the WealthBriefing Switzerland Awards. The event, held at the Hotel President Wilson, adopted a new format and the categories reflected the continued changes in the shape of wealth management in the country. Congratulations to all involved.

For further details about this event, see here.

PRIVATE BANKING CATEGORIES
DOMESTIC PRIVATE BANK
Lombard Odier    


FOREIGN PRIVATE BANK 
Citibank (Switzerland)    

 

HNW TEAM (SWISS DOMESTIC CLIENTS) 
Mirabaud & Cie    

HNW TEAM (INTERNATIONAL CLIENTS)    
Rothschild & Co Wealth Management    
 

UHNW TEAM (SWISS DOMESTIC CLIENTS) 
Lombard Odier    

 

UHNW TEAM (INTERNATIONAL CLIENTS) 
Citibank (Switzerland)    

 

FAMILY OFFICE OFFERING 
Citibank (Switzerland)    

 

SPECIALIST INTERNATIONAL TEAM     
Schroder & Co Bank     

 

CLIENT INITIATIVE 
Banque Internationale a Luxembourg    

 

BEST PRIVATE BANK – CLIENT SERVICE 
Lombard Odier    


BEST PRIVATE BANK – INVESTMENT MANAGEMENT PLATFORM 
Hyposwiss Private Bank    

 

BEST PRIVATE BANK – TALENT MANAGEMENT 
Societe Generale Private Bank (Suisse)    

 

PRIVATE BANK – BEST CREDIT PROVIDER 
Societe Genrate Private Banking (Suisse)    


PRIVATE BANK – CUSTOMER FACING DIGITAL CAPABILITIES 
Citibank Switzerland    

 

INVESTMENT MANAGEMENT CATEGORIES
EXTERNAL ASSET MANAGER    
DECALIA Asset Management    

 

EXTERNAL ASSET MANAGEMENT PLATFORM AND OFFERING 
UBS Global Wealth Management    


BEST ASSET MANAGEMENT FIRM SERVING FAMILY OFFICES AND PRIVATE BANKS 
Capitalium Advisors    

 

FUND MANAGER 
Banque Paris Bertrand    


ALTERNATIVE FUND MANAGER     
Banque SYZ    

 

PRIVATE INVESTMENT OFFICE/ MULTI-FAMILY OFFICE 
Stonehage Fleming    

 

ETF PROVIDER 
Lyxor ETF    

 

MARKETING/PR CATEGORIES
BEST MARKETING OR PR CAMPAIGN 
Lombard Odier    

 

PRIVATE CLIENT CATEGORIES
LEGAL TEAM
Schellenberg Wittmer    

 

INDEPENDENT TRUST OR FIDUCIARY COMPANY
Intertrust    


ESTATE PLANNING
Mirabaud & Cie    

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (TECH VENDORS ONLY)
FRONT OFFICE SOLUTION
Finantix    

 

TRANSACTION PROCESSING SOLUTION
ERI Bancaire    

PORTFOLIO MANAGEMENT
Charles River Development    


CLIENT COMMUNICATIONS
 

SS&C Advent 

   

CLIENT REPORTING 
TechRules    
 

COMPLIANCE 
Id4AG    


CRM SYSTEM 
Expersoft Systems    

 

OUTSOURCING SOLUTION 
SS&C Advent    


DATA PROVIDER 
ONE PM    


CLIENT ACCOUNTING 
FundCount


RISK PROFILING SOLUTION 
PlanPlus    
 

RISK MANAGEMENT 
TINDECO    
 

ONBOARDING 
Appway    


CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION 
Expersoft Systems    
 

INNOVATIVE FINTECH SOLUTION    
ONE PM    
 

BEST NEWCOMER – TECHNOLOGY
EPAM    


WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (IN-HOUSE SOLUTIONS ONLY) 
INNOVATIVE CLIENT SOLUTION
GMG    
 

OTHER WEALTH MANAGEMENT CATEGORIES
CORPORATE SOCIAL RESPONSIBILITY/ DIVERSITY 
Lombard Odier    


BEST WEALTH MANAGEMENT EXECUTIVE SEARCH FIRM (SWITZERLAND) 

DART Talent and Executive Search    


WEALTH PLANNING TEAM 
Swisspartners Advisory    

LEADERSHIP CATEGORIES

WOMEN IN WEALTH MANAGEMENT (INDIVIDUAL CONTRIBUTION)
Accuro Fiduciary – Natacha Onawelho-Loren    

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (INDIVIDUAL) )
Indosuez Wealth Management – Marie Owens Thomsen    


OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY) 
Scorpio Partnership