Third Annual WealthBriefing Swiss EAM Awards for Excellence 2023

Please note that this is the first stage of the nomination process.

If you subsequently decide not to continue with entering these awards, you are under no obligation to do so.

Name Name First Last
Job Title
Company Name
Address Address
Street Address Address Line 2 City State / Province / Region Postal / Zip Code Country
Telephone Number
Email Address
Please select all the categories you would like to enter:
SWISS NATIONAL CATEGORIES (COMPANY)

SWISS NATIONAL CATEGORIES (COMPANY)
OVERALL EXTERNAL ASSET MANAGER
Awarded To: The outstanding manager in Switzerland regardless of size, location or specialism. ASSETS UNDER CHF 500 MILLION AUM
Awarded to: A manager with AuM of under CHF 500 Million. ASSETS BETWEEN CHF 500 MILLION - 1 BILLION AUM
Awarded To: A manager with AuM of between CHF 500 Million and 1 Billion. ASSETS OVER CHF 1 BILLION AUM
Awarded To: A manager with AuM over CHF 1 Billion. GROWTH STRATEGY
Awarded To: The manager with the best articulated and most sustainable growth strategy. NEWCOMER
Awarded To: The most promising manager new to the market within the last three years.
INTERNATIONAL CATEGORIES (COMPANY)

INTERNATIONAL CATEGORIES (COMPANY)
SERVICING NORTH AMERICAN CLIENTS
Awarded To: A manager with an outstanding separate and identifiable offering to North American clients. SERVICING ASIA CLIENTS
Awarded To: A manager with an outstanding separate and identifiable offering to Asian clients. SERVICING FRENCH CLIENTS
Awarded To: A manager with an outstanding separate and identifiable offering to French clients. SERVICING UK CLIENTS
Awarded To: A manager with an outstanding separate and identifiable offering to UK clients. SERVICING ITALIAN CLIENTS
Awarded To: A manager with an outstanding separate and identifiable offering to Italian clients. SERVICING GERMAN CLIENTS
Awarded To: A manager with an outstanding separate and identifiable offering to German clients. SERVICING EASTERN EUROPEAN CLIENTS
Awarded To: A manager with an outstanding separate and identifiable offering to Eastern European clients. SERVICING MENA CLIENTS
Awarded To: A manager with an outstanding separate and identifiable offering to MENA clients. MANAGER WITH INTERNATIONAL OFFICES OUTSIDE OF SWITZERLAND
Awarded To: A Swiss manager which has an established presence, representative or satellite offices outside this jurisdiction.
REGIONAL AND CANTONAL CATEGORIES (COMPANY)

REGIONAL AND CANTONAL CATEGORIES (COMPANY)
BASED IN ZURICH
Awarded To: A manager whose principal place of business is the canton or city of Zurich. BASED IN GENEVA
Awarded To: A manager whose principal place of business is the canton or city of Geneva. BASED IN LUGANO
Awarded To: A manager whose principal place of business is the canton or city of Lugano. BASED IN ZUG
Awarded To: A manager whose principal place of business is the canton or city of Zug. BASED IN ST. GALLEN
Awarded To: A manager whose principal place of business is the canton or city of St Gallen. BASED IN LIECHTENSTEIN
Awarded To: A manager whose principal place of business is the principality of Liechtenstein BASED IN VAUD
Awarded To: A manager whose principal place of business is the principality of Vaud
TEAM BASED CATEGORIES

TEAM BASED CATEGORIES
LEGAL/TRUST
Awarded To: A manager's in-house legal or trust team. INVESTMENT PROCESS
Awarded To: A manager's investment team with an outstanding investment process. PORTFOLIO MANAGEMENT
Awarded To: A team that demonstrates an outstanding track record in managing client portfolios. SUSTAINABLE INVESTMENTS PROGRAM
Awarded To: A team with an outstanding client engagement record around sustainable investments programs. ESG ENGAGEMENT
Awarded To: Awarded to a team that can show excellence in client engagement covering environmental, social and governance (ESG) issues. IMPACT INVESTMENT PLATFORM
Awarded To: A team that utilises a best-in-class impact investment platform. DIRECT INVESTMENT PROGRAM
Awarded To: A team that can demonstrate excellence with a direct investment program. VENTURE CAPITAL PLATFORM
Awarded To: a team that has a best-in-class venture capital platform. CLIENT SERVICE
Awarded To: A team that can demonstrate superior client service. WEALTH PLANNING
Awarded To: A team that delivers effective wealth planning solutions for clients. SWISS DOMESTIC
Awarded To: An outstanding Swiss domestic team. INTERNATIONAL
Awarded To: An outstanding international team. DIVERSITY PROGRAM
Awarded To: A manager with an effective and wide-ranging internal diversity program. PRIVATE MARKETS OFFERING
Awarded To: A team with a dedicated focus on offering Private Market opportunities to their clients.
TECHNOLOGY CATEGORIES (IN-HOUSE)

TECHNOLOGY CATEGORIES (IN-HOUSE)
INNOVATIVE USE OF TECHNOLOGY
Awarded To: A manager that uses technology in an innovative way for the benefit of clients. CLIENT REPORTING
Awarded To: A manager that excels in providing reports to its clients. CLIENT ACCOUNTING
Awarded To: A manager that excels in providing effective accounting services to its clients. CLIENT COMMUNICATIONS
Awarded To: A manager that communicates to clients in effective and innovative ways. OVERALL DIGITAL ENGAGEMENT
Awarded To: A manager that uses digital technology to engage with clients effectively and efficiently.
TECHNOLOGY AND EXTERNAL SUPPLIER CATEGORIES

TECHNOLOGY AND EXTERNAL SUPPLIER CATEGORIES
OVERALL IT SOLUTION PROVIDER
Awarded To: A technology business that provides an outstanding range of solution for the sector. CLIENT REPORTING
Awarded To: A technology provider that provides excellent client reporting tools. CLIENT ACCOUNTING
Awarded To: A technology provider that excels in providing effective and accurate accounting services to its clients. CLIENT COMMUNICATIONS
Awarded To: A technology provider that provides client communication tools for managers. CRM PRODUCT OR SOLUTION
Awarded To: A technology provider that offers an outstanding CRM solution for managers. COMPLIANCE SOLUTION
Awarded To: A technology solution that helps managers meet their compliance and regulatory obligations. PORTFOLIO MANAGEMENT SOLUTION
Awarded To: A technology that provides portfolio management tools and solutions tailored specifically for the needs of managers DATA PROVIDER
Awarded To: A data provider that provides feeds specifically for managers. RECRUITMENT SPECIALIST
Awarded To: A recruitment business that has produced successful outcomes with managers.
SPECIALIST WEALTH MANAGEMENT CATEGORIES

SPECIALIST WEALTH MANAGEMENT CATEGORIES
PHILANTHROPY OFFERING
Awarded To: A manager that has the capacity to provide help to clients in achieving their philanthropic aims. FUND SELECTION/ASSET ALLOCATION OFFERING
Awarded To: A manager with an outstanding fund selection and asset allocation function. FAMILY GOVERNANCE & STEWARDSHIP
Awarded To: A manager that provides clients with an excellent family governance/stewardship programme. NEXT GENERATION PROGRAM
Awarded To: A manager for its program to provide the next generation with the tools required for future success. FAMILY OFFICE PROPOSITION
Awarded To: A manager with a particular focus on the family office client segment. DIGITAL ASSETS OFFERING OR SERVICE
Awarded To: A manager with a digital assets offering or service advising clients investing in this new dynamic area. THEMATIC INVESTMENT PROPOSITION OR STRATEGY
Awarded To: A manager with a specialist approach to thematic investing on behalf of its clients.
LEADERSHIP BASED CATEGORIES (INDIVIDUAL)

LEADERSHIP BASED CATEGORIES (INDIVIDUAL)
CHIEF EXECUTIVE OFFICER (CEO)
Awarded To: An inspirational leader in the sector. CHIEF INVESTMENT OFFICER (CIO)
Awarded To: An acknowledged leader in the investment management community. CHIEF TECHNOLOGY OFFICER (CTO)
Awarded To: technology officer with a proven track record of successful implementation. FEMALE EXECUTIVE
Awarded To: An outstanding and inspirational woman working in the sector. THOUGHT LEADERSHIP
Awarded To: An individual for their thought leadership concerning the industry. LIFETIME ACHIEVEMENT
Awarded To: An individual for their long-standing contribution to the industry. RISING STAR UNDER 40
Awarded To: An individual who is nominated by their company as a rising star in the Swiss EAM sector under the age of 40. The individual can be from a leadership position, relationship management, back and/or middle office.
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Third Annual WealthBriefing Swiss EAM Awards for Excellence 2023

Third Annual WealthBriefing Swiss EAM Awards for Excellence 2023

Please select all the categories you would like to enter:

SWISS NATIONAL CATEGORIES (COMPANY)

SWISS NATIONAL CATEGORIES (COMPANY)

INTERNATIONAL CATEGORIES (COMPANY)

INTERNATIONAL CATEGORIES (COMPANY)

REGIONAL AND CANTONAL CATEGORIES (COMPANY)

REGIONAL AND CANTONAL CATEGORIES (COMPANY)

TEAM BASED CATEGORIES

TEAM BASED CATEGORIES

TECHNOLOGY CATEGORIES (IN-HOUSE)

TECHNOLOGY CATEGORIES (IN-HOUSE)

TECHNOLOGY AND EXTERNAL SUPPLIER CATEGORIES

TECHNOLOGY AND EXTERNAL SUPPLIER CATEGORIES

SPECIALIST WEALTH MANAGEMENT CATEGORIES

SPECIALIST WEALTH MANAGEMENT CATEGORIES

LEADERSHIP BASED CATEGORIES (INDIVIDUAL)

LEADERSHIP BASED CATEGORIES (INDIVIDUAL)