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EXCLUSIVE: Winners Of The WealthBriefing Swiss Awards 2017

Tom Burroughes, Group Editor , Geneva , 10 February 2017

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The winners of the WealthBriefing Swiss Awards 2017 have been revealed.

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
Rothschild Private Wealth - Winner

HNW TEAM (SWISS DOMESTIC CLIENTS)  

Lombard Odier

UHNW TEAM (INTERNATIONAL CLIENTS)  

Citi Private Bank - Winner
HSBC Private Bank – Highly commended

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 
(Online, print, brand launch/relaunch)

Lombard Odier

PRIVATE CLIENT CATEGORIES

LEGAL TEAM  

Schellenberg Wittmer

TAX/ACCOUNTANCY TEAM  

Rawlinson & Hunter 

INDEPENDENT TRUST OR FIDUCIARY COMPANY  

Rawlinson & Hunter Trustees

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (TECH VENDORS ONLY)

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

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