Fourth Annual WealthBriefing Swiss External Asset Management Awards for Excellence 2024 | Clearview Publishing | TBA

Details coming soon.

2023 Winners

Swiss National Categories (Company)

Overall External Asset Manager
• NS Partners

Assets Under CHF 500 Million AuM
• FALGOM AG

Assets Between CHF 500 Million – 1 Billion AuM
• Telomere Capital

Assets Over CHF 1 Billion AuM
• The Forum Finance Group SA

Growth Strategy
• DECALIA SA

Newcomer
• FALGOM AG

International Categories (Company)

Servicing North American Clients
• The Forum Finance Group SA

Servicing MENA Clients
• FormInvest AG

Manager with International Offices Outside of Switzerland
• Octogone Group

Regional and Cantonal Categories (Company)

Based in Zurich
• Alpen Partners

Based in Geneva
• DECALIA SA

Based in Zug
• Alpina Capital AG

Based in Liechtenstein
• IMT Asset Management (IMTA)

Based in Vaud
• MFM Mirante Fund Management SA

Team Based Categories

Investment Process Team
• CdR Capital SA

Portfolio Management Team
• Apricus Finance

Direct Investment Program Team
• Decisive Capital Management

Client Service Team
• Alpen Partners

Wealth Planning Team
• The Forum Finance Group SA

Swiss Domestic Team
• Telomere Capital

International Team
• Decisive Capital Management

Private Markets Offering Team
• AlphaSwiss

Technology Categories (In-house)

Innovative Use of Technology
• Atlantic Financial Group

Client Reporting
• Telomere Capital

Client Communications
• WHVP

Overall Digital Engagement
• WHVP

Technology and External Supplier Categories

Overall IT Solution Provider
• Indigita SA

Client Reporting
• aixigo AG

Client Communications
• WIZE by TeamWork

CRM Product or Solution
• Etops Group

Compliance Solution
• Indigita SA

Portfolio Management Solution
• WIZE by TeamWork

Data Provider
• Wecan Group

Specialist Wealth Management Categories

Fund Selection/Asset Allocation Offering
• FormInvest AG

Next Generation Program
• The Forum Finance Group SA

Family Office Proposition
• Telomere Capital

Digital Assets Offering or Service
• Criptonite Asset Management SA

Leadership Based Categories (Individual)

Chief Executive Officer (CEO)
• Daniel Fricker – Alpina Capital AG

Chief Investment Officer (CIO)
• Beat Kunz – Portas Capital AG

Female Executive
• Isabel Guggisberg – Atlantic Financial Group

Thought Leadership
• Jamie Vrijhof-Droese – WHVP

Rising Star Under 40
• Jamie Vrijhof-Droese – WHVP