Hotel President Wilson
Hotel President Wilson, Quai Wilson 47, 1211 Genève, Switzerland

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Organizer ClearView Financial Media Ltd.
Submission deadline 25 Sep 2019 11:59pm CEST (about 2 years ago)
In your time zone: Sep 25 5pm EDT
Date Awarded 6 Feb 2020 7:00pm CET (over 1 year ago)
In your time zone: Feb 6 1pm EST
Region EMEA

A warm welcome to the WealthBriefing Swiss Awards 2020. 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)
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 three independent panels of judges. A panel of bankers who judge the trusted advisor categories, a panel of advisors who judge the banking entries and finally a technology panel of experts.

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.

We very much hope you take part and look forward to seeing you at the 2020 awards ceremony.

Awards Categories:

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
• Private Bank – Customer Facing Digital Capabilities

Investment Management Categories:
• External Asset Manager
• External Asset Management Platform And Offering
• Best Asset Management Firm Serving Family Offices And Private Banks
• Fund Manager
• Alternative Fund Manager
• Private Investment Office/multi-family Office
• ETF Provider
• Marketing/pr Categories
• Best Marketing Or Pr Campaign
• Private Client Categories
• Legal Team
• Boutique Firm
• Independent Trust Or Fiduciary Company
• Estate Planning

Wealth Management Technology Categories (Tech Vendors Only):
• 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
• Onboarding
• Innovative Client Solution
• Change Management Process/best Implementation Of A Technology Solution
• Innovative Fintech Solution

Other Wealth Management Categories:
• Wealth Planning Team

Leadership Categories:
• Outstanding Contribution To Wealth Management Thought Leadership (Individual)
• Outstanding Contribution To Wealth Management Thought Leadership (Company)
• Leading Individual (Banker)
• Leading Individual (Advisor)
• Lifetime Achievement