Eleventh Annual WealthBriefing Swiss Awards 2024

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:
PRIVATE BANKING CATEGORIES

PRIVATE BANKING CATEGORIES
DOMESTIC PRIVATE BANK
Awarded To: All Swiss-based private banks. Focus can be either HNW or UHNW. FOREIGN PRIVATE BANK
Awarded To: Private banking operations in Switzerland that are part of a group headquartered outside Switzerland. PRIVATE BANK LEADERSHIP TEAM
Awarded To: Senior management teams in all private banks in Switzerland. PRIVATE BANK OPERATIONS TEAM
Awarded To: Operations teams in all private banks in Switzerland. HNW TEAM (SWISS DOMESTIC CLIENTS)
Awarded To: Teams that look after clients with under CHF30 million with the bank. HNW TEAM (INTERNATIONAL CLIENTS)
Awarded To: Teams that look after clients with under CHF30 million with the bank. UHNW TEAM (SWISS DOMESTIC CLIENTS)
Awarded To: Teams that look after clients with over CHF30 million with the bank. UHNW TEAM (INTERNATIONAL CLIENTS)
Awarded To: Teams that look after clients with over CHF30 million with the bank. FAMILY OFFICE OFFERING
Awarded To: Teams within private banks and other wealth managers that deliver tailored solutions to family offices. SPECIALIST INTERNATIONAL TEAM
Awarded To: Teams within private banks that service the needs of a specific country or region from around the world. CLIENT INITIATIVE
Awarded To: Private banks or wealth management organisations which have, with a new product or service initiative, significantly enhanced their overall offering. CLIENT SERVICE
Awarded To: Private banks demonstrating excellence or an innovative client service. INVESTMENT MANAGEMENT PLATFORM
Awarded To: Private banks that can demonstrate a superior client investment management platform. TALENT MANAGEMENT
Awarded To: Employers that demonstrate superior talent acquisition, training and career support when managing its staff. CREDIT PROVIDER
Awarded To: All private banks that provide credit for family office or UHNW clients. CUSTOMER FACING DIGITAL CAPABILITIES
Awarded To: Private banks that demonstrate superior client facing digital capabilities (direct to customer or in support of client advisors). PRIVATE BANK IN LIECHTENSTEIN
Awarded To: All private banks based in the Duchy of Liechtenstein. SWISS CANTONAL BANK WEALTH MANAGEMENT OFFERING
Awarded To: All Swiss Cantonal Banks. ZURICH-BASED PRIVATE BANK
Awarded To: All private banks headquartered in Zurich. LUGANO-BASED PRIVATE BANK
Awarded To: All private banks headquartered in Lugano. INTERNAL COMMUNICATIONS INITIATIVE OR TEAM
Awarded To: Private banks for the strength of its communications to employees. COMPLIANCE TEAM
Awarded To: Private banking compliance teams that can demonstrate excellence in the interpretation and implementation of banking regulation. CORPORATE STRATEGY IMPLEMENTATION
Awarded To: Private banking teams that can demonstrate recent excellence in an implementation of corporate strategy.
INVESTMENT MANAGEMENT CATEGORIES

INVESTMENT MANAGEMENT CATEGORIES
FUND MANAGER
Awarded To: Providers of collective investments for the U/HNW community. ALTERNATIVE FUND MANAGER
Awarded To: Providers of alternative investments for the HNW community. PRIVATE INVESTMENT OFFICE/ MULTI-FAMILY OFFICE
Awarded To: Organisations that manage the investment, wealth planning and lifestyle needs of more than one family. ETF PROVIDER
Awarded To: Fund/asset managers that market exchange-traded products (ETFs) to local wealth management clients. STRUCTURED PRODUCT PROVIDER
Awarded To: Swiss based wealth manager or service provider providing an exceptional structured product or range of products or support services. FX SOLUTION PROVIDER
Awarded To: Local providers of foreign exchange services to wealth management organisations or clients. FIXED-INCOME INVESTMENT STRATEGY
Awarded To: Organisations offering fixed-income investment strategies to the U/HNW market. EQUITY-BASED INVESTMENT STRATEGY
Awarded To: Organisations offering equity-based investment strategies to the U/HNW market. EMERGING MARKET STRATEGY
Awarded To: Organisations offering emerging market strategies to the U/HNW market. DIGITAL ASSETS SOLUTION
Awarded To:Non-banking firm supporting and facilitating investment in the digital assets marketplace by clients. Open to investment managers and platform providers. PRIVATE MARKET INVESTMENT SPECIALIST
Awarded To: A business that specialises in bringing private market investments to private investors. INVESTMENT CONSULTANCY
Awarded To: An organisation providing investment consultancy services to help clients manage their wealth.
EXTERNAL ASSET MANAGER (EAM) CUSTODIAN CATEGORIES

EXTERNAL ASSET MANAGER (EAM) CUSTODIAN CATEGORIES

OVERALL PLATFORM FOR EXTERNAL ASSET MANAGERS
Awarded To: Private banks, which fulfilling the custodian function, are actively supporting External Asset Managers. RESEARCH SUPPORT FOR EXTERNAL ASSET MANAGERS
Awarded To: Private banks and other organisations, which fulfilling the custodian function, are actively supporting External Asset Managers. ONBOARDING PROGRAMME FOR EXTERNAL ASSET MANAGERS
Awarded To: Private banks, which fulfilling the custodian function, are actively supporting External Asset Managers. COMPLIANCE SOLUTION FOR EXTERNAL ASSET MANAGERS
Awarded To: Private banks, which fulfilling the custodian function, are actively supporting External Asset Managers.
MARKETING/PR CATEGORY

MARKETING/PR CATEGORY
MARKETING CAMPAIGN OR TEAM
Awarded To: Teams or external PR companies that have used marketing channels to promote services to either private clients or to the wealth management industry. This might include effective and innovative brand launch or relaunch in the private client world, either a whole business unit or a product/service within an existing business. USE OF SOCIAL MEDIA
Awarded To: An organisation which has used social media platforms to promote their services or to raise their profile either within the industry or to clients.
PRIVATE CLIENT CATEGORIES

PRIVATE CLIENT CATEGORIES
LEGAL TEAM
Awarded To: Teams within a law firm dedicated to private client issues. BOUTIQUE FIRM
Awarded To: Law firms, trust companies or a family office. TAX/ACCOUNTANCY TEAM
Awarded To: Teams in accountancy firms/ consultancies specialising in reporting, transacting or wealth structuring for private clients. INDEPENDENT TRUST OR FIDUCIARY COMPANY
Awarded To: Trust companies independent of larger non-trust businesses, for instance not part of a bank, law firm or accountancy firm. INSTITUTIONAL TRUST OR FIDUCIARY COMPANY
Awarded To: Trust companies that are part of a non-trust parent. ESTATE PLANNING ADVICE
Awarded To: Organisations that provide estate planning advice to private clients. MANAGEMENT CONSULTANCY
Awarded To: Consultants to wealth management organisations and/or family offices that provide management Consultancy.
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (VENDORS)

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (VENDORS)
FRONT OFFICE SOLUTION
Awarded To: Technology companies that provide CRM, client reporting, client risk profiling, portfolio management, client facing digital solutions like mobile, apps, robo-advisory solutions. TRANSACTION PROCESSING SOLUTION
Awarded To: Technology companies that offer straight through processing or core banking solutions. PORTFOLIO MANAGEMENT SOLUTION
Awarded To: Technology solution providers specialising in tools for managing clients investment portfolios and monitoring against mandate. CLIENT COMMUNICATIONS SOLUTION
Awarded To: Technology solution providers specialising in tools for wealth managers to communicate with clients. Includes company monitoring and record-keeping (that may or may not relate to social media). CLIENT REPORTING SOLUTION
Awarded To: Technology solution providers specialising in tools for wealth managers to produce financial reports for clients. COMPLIANCE SOLUTION
Awarded To: Technology providers specialising in solutions and tools to help compliance, AML and KYC within private banks. CRM SYSTEM
Awarded To: Providers of client relationship management systems for wealth managers. TECHNOLOGY OUTSOURCING SOLUTION
Awarded To: Third-party organisations providing business processes or systems to wealth management businesses. DATA PROVIDER
Awarded To: Businesses providing financial data to private banks and other wealth managers. CLIENT ACCOUNTING SYSTEM
Awarded To: Providers of a solution for accounting for private client wealth. RISK PROFILING SOLUTION
Awarded To: Technology solution providers to help wealth managers assess and document the risk appetite of clients. RISK MANAGEMENT SOLUTION
Awarded To: Technology solution providers specialising in tools for wealth managers to manage risk. ONBOARDING SOLUTION
Awarded To: Technology providers with systems designed to help wealth managers bring new clients into their organisation. MOST INNOVATIVE CLIENT SOLUTION
Awarded To: Institutions that have developed innovative products and services for their clients as part of a solutions-focused service model. IMPLEMENTATION OF A TECHNOLOGY SOLUTION
Awarded To: Technology vendors or their clients who have successfully implemented multi-functional change programmes to significantly improve client experience and performance. MOST INNOVATIVE FINTECH SOLUTION
Awarded To: Technology businesses that have a demonstrably innovative wealth management offering.
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (IN-HOUSE SOLUTIONS)

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (IN-HOUSE SOLUTIONS)
MOST INNOVATIVE CLIENT SOLUTION
Awarded To: Institutions that have developed innovative technology-based products and services for their clients as part of a solutions-focused service model. IMPLEMENTATION OF A TECHNOLOGY SOLUTION
Awarded To: Institutions that have successfully implemented a technology-based multi-functional change programmes to significantly improve client experience and performance. INNOVATIVE USE OF ARTIFICIAL INTELLIGENCE
Awarded To: Any organisation involved in the wealth management industry. CLIENT REPORTING
Awarded To: Institutions that have developed an in house technology solution to assist client reporting.
SPECIALIST WEALTH MANAGEMENT CATEGORIES

SPECIALIST WEALTH MANAGEMENT CATEGORIES
CORPORATE SOCIAL RESPONSIBILITY/ DIVERSITY PROGRAMME
Awarded To: Organisations with an outstanding record in being modern, responsible and inclusive. WEALTH MANAGEMENT EXECUTIVE SEARCH FIRM
Awarded To: Executive search firms with a focus or specialised team offering fully tailored talent acquisition services and providing exceptional client and candidate care. INTERNATIONAL FINANCE CENTRE (IFC)
Awarded To: International Financial Centres, which wherever they are based in the world, promote their jurisdiction to Swiss-based wealth professionals. GLOBAL CUSTODIAN
Awarded To: Custodians offering services to private client businesses. WEALTH PLANNING TEAM
Awarded To: Teams within private banks, trust companies, law firms and any organisation performing wealth planning services. ESG
Awarded To: Organisations with an outstanding ESG proposition and offering IMPACT INVESTING
Awarded To: Organisations with an outstanding Impact Investing offering and service MOST PROMISING NEW ENTRANT
Awarded To: An established or new entrant that has entered a new market, client segment or product and service area. CORPORATE SERVICES
Awarded To: A corporate services firm in the private client arena. INTERNATIONAL SOLUTION
Awarded To: Organisations providing international solutions to clients and wealth managers. PRIVATE TRAVEL
Awarded To: Consultants, service and product providers specializing in private aviation and yacht ownership, management, brokerage and charters. Also included in this category are travel concierge providers. INSURANCE OFFERING
Awarded To : Insurance provider that offers specialist products and services to UHNW clients.
LEADERSHIP CATEGORIES

LEADERSHIP CATEGORIES
WOMEN IN WEALTH MANAGEMENT (INDIVIDUAL CONTRIBUTION)
Awarded To: Women in private banking or wealth management who are an inspiration both to clients and colleagues. WOMEN IN WEALTH MANAGEMENT (COMPANY CONTRIBUTION)
Awarded To: Wealth management organisations that demonstrate support for women in their career development. OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (INDIVIDUAL)
Awarded To: Individuals who have made an outstanding contribution to thought leadership in wealth management. OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY)
Awarded To: Organisations that have made an outstanding contribution to thought leadership in wealth management. LEADING INDIVIDUAL
Awarded To: Individuals within the wealth management industry. Age and experience is no bar but something special should mark out this individual working in the private client world. LEADING PRIVATE BANK CHIEF EXECUTIVE OFFICER (CEO)
Awarded To: CEO whose leadership and vision has driven the success of a private bank within the Swiss region. LEADING PRIVATE BANK CHIEF TECHNICAL OFFICER (CTO)
Awarded To: Outstanding private bank CTO operating in the Swiss region. WEALTH MANAGEMENT RISING STAR UNDER 40
Awarded To: Standout wealth manager who, nominated by their employer, has demonstrated an ability to perform at an exceptional level whilst maintaining high standards. CHAIRPERSON
Awarded To: The chairperson of any organisation in the wealth management industry.
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I agree to the WealthBriefing Awards terms and conditions and privacy policy. I agree
I hereby confirm this Awards program is being entered with the full knowledge and consent of the company or individual being put forward for consideration by the Judges.

I hereby confirm this Awards program is being entered with the full knowledge and consent of the company or individual being put forward for consideration by the Judges. I Confirm

Eleventh Annual WealthBriefing Swiss Awards 2024

Eleventh Annual WealthBriefing Swiss Awards 2024

Please select all the categories you would like to enter:

PRIVATE BANKING CATEGORIES

PRIVATE BANKING CATEGORIES

INVESTMENT MANAGEMENT CATEGORIES

INVESTMENT MANAGEMENT CATEGORIES

EXTERNAL ASSET MANAGER (EAM) CUSTODIAN CATEGORIES

EXTERNAL ASSET MANAGER (EAM) CUSTODIAN CATEGORIES

MARKETING/PR CATEGORY

MARKETING/PR CATEGORY

PRIVATE CLIENT CATEGORIES

PRIVATE CLIENT CATEGORIES

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (VENDORS)

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (VENDORS)

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (IN-HOUSE SOLUTIONS)

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (IN-HOUSE SOLUTIONS)

SPECIALIST WEALTH MANAGEMENT CATEGORIES

SPECIALIST WEALTH MANAGEMENT CATEGORIES

LEADERSHIP CATEGORIES

LEADERSHIP CATEGORIES