WealthBriefing Swiss Awards 2019 | ClearView Financial Media Ltd. | 28 September 2018 | Hotel President Wilson, Quai Wilson 47, 1211 Genève, Switzerland

A warm welcome to the WealthBriefing Swiss Awards 2019. Nominations are now open and we look forward to seeing old and new faces taking part in this prestigious event.
For those new to the awards, the categories are focused around three main areas:

Experts (individuals and teams)
Products
Services for wealth managers and clients/institutions of all sizes and types
As in previous years, independence, integrity and genuine insight will be the watchwords of the judging process and will be conducted by an expert panel drawn from both private banks and trusted advisors/consultants to the sector.

To avoid any conflict of interest we have two judging panels. One panel of bankers who judge the trusted advisor categories. Another panel of trusted advisors who are responsible for judging the banking categories.Winning an WealthBriefing Swiss Award sets organisations and individuals apart from their peers and is a tangible demonstration that they have something special to offer, rewarding achievement and showcasing top class performance and innovation.

Private Banking Categories
• Domestic private bank
• Foreign private bank
• HNW team (Swiss domestic clients)
• HNW team (International clients)
• UHNW team (Swiss domestic clients)
• UHNW team (International clients)
• Family office offering
• Specialist international team
• Client initiative
• Best private bank – client service
• Best private bank – investment management platform
• Best private bank – talent management
• Private bank – best credit provider
• Private bank – customer facing digital capabilities

Investment Management Categories
• External asset manager
• External asset management platform offering
• Best asset management firm serving family offices and private banks
• Fund manager
• Alternative fund manager
• Private investment office/Multi-family office
• ETF Provider
• FX solution provider

Marketing/PR Categories
• Best marketing or PR campaign (Online, print, brand launch/relaunch)

Private Client Categories
• Legal team
• Boutique firm
• Tax/Accountancy team
• Independent trust or fiduciary company
• Institutional trust or fiduciary company
• Estate planning
• Management consultancy

Wealth Management Technology Categories
• Front office solution
• Transaction processing solution
• Portfolio management
• Client communications
• Client reporting
• Compliance
• CRM system
• Outsourcing solution
• Data provider
• Client accounting
• Risk profiling solution
• Risk management
• On-boarding
• Innovative client solution
• Change management process/Best implementation or a technology solution
• Innovative fintech solution

Wealth Management Technology Categories
• Innovative client solution
• Change management process/Best implementation or a technology solution

Other Wealth Management Categories
• Corporate social responsibility/diversity
• Best wealth management executive search firm (Switzerland)
• International finance centre
• Global custodian
• Wealth planning team
• Women in wealth management (Individual contribution)
• Woman in wealth management (Company contribution)
• Outstanding contribution to wealth management thought leadership (Individual)
• Outstanding contribution to wealth management thought leadership (Company)
• Leading Individual (Banker)
• Leading Individual (Advisor)