WealthBriefing Swiss Awards 2016 Nominations

Please note that this is the first stage of the nomination process. If you subsequently decide not to continue with entering these awards on completion of this form, you are under no obligation to do so.

Name Name First Last
Company Name
Position
Telephone Number
Email
Please select all the awards you would like to apply for below
PRIVATE BANKING CATEGORIES

PRIVATE BANKING CATEGORIES
Domestic private bank
Awarded to: Swiss-based private bank. Focus can be either HNW or UHNW. Foreign private bank
Awarded to: Private banking operation in Switzerland which is part of a group headquartered outside Switzerland. HNW team (Swiss domestic clients)
Awarded to: Teams which look after clients with under CHF30 million with the bank. HNW team (International clients)
Awarded to: Teams which look after clients with under CHF30 million with the bank. UHNW team (Swiss domestic clients)
Awarded to: Teams which look after clients with over CHF30 million with the bank. UHNW team (International clients)
Awarded to: Teams which look after clients with over CHF30 million with the bank. Wealth planning team
Awarded to: Teams which are dedicated to clients’ tax, trust and wealth structuring issues. 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: A team within a private bank that services the needs of a specific country or region from around the world. Client initiative
Awarded to: A new product or service from a private bank or wealth management organisation that significantly enhances the client experience. Best private bank – client service
Awarded to: A private bank for excellence and innovative client service. Best private bank – investment management platform
Awarded to: A private bank which demonstrates a superior client investment management platform. Best private bank – talent management
Awarded to: A private bank demonstrating superior talent acquisition, training, support and management.
MARKETING/PR CATEGORIES

MARKETING/PR CATEGORIES

Best marketing campaign (Online, print, brand launch/relaunch)
Awarded to: Wealth managers or other private client practitioners who have used online or print channels to promote their services to private clients or to raise their profile either within the industry or to clients. 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. Best PR programme
Awarded to: An in-house PR team or PR agency operating in the Swiss wealth management sector for the impact of their work (campaign or project). Judges will be sensitive to all quantitative information presented to help them assess the merits of the submission.
INVESTMENT MANAGEMENT CATEGORIES

INVESTMENT MANAGEMENT CATEGORIES

External asset manager
Awarded to: Independent wealth managers that are not owned by a banking group.
External asset manager platform
Awarded to: IT, investment management, risk management, settlement, accounting, compliance or custody services for external asset managers.
Fund manager Awarded to: Providers of collective investments for the HNW community.
Alternative fund manager
Awarded to: Providers of alternative investments for the HNW community.
Private investment office/Multi-family office
Awarded to: Organisations which specialise in the investment needs of UHNW individuals and families. Organisations which manage the investment, wealth planning and lifestyle needs of more than one family.
PRIVATE CLIENT CATEGORIES

PRIVATE CLIENT CATEGORIES

Legal team
Awarded to: Law firm team dedicated to private client issues.
Tax/Accountancy team
Awarded to: Team in accountancy firm/consultancy specialising in reporting, transacting or wealth structuring for private clients.
Fund manager Awarded to: Providers of collective investments for the HNW community.
Independent trust or fiduciary company
Awarded to: Entries are eligible from trust companies independent of larger non-trust business for instance not part of a bank, law firm or accountancy firm.
Boutique firm
Awarded to: A law firm, trust company or family office.
Wealth Management Technology Categories
(open to technology vendors only)

Wealth Management Technology Categories
(open to technology vendors only)

Front office solution
Awarded to: CRM, client reporting, client risk profiling, portfolio management. Transaction processing solution
Awarded to: A technology provider that offers straight through processing, core banking. Portfolio management
Awarded to: Technology solution providers specialising in tools for managing clients’ investment portfolios and monitoring against mandate. Client communications and reporting
Awarded to: Technology solution providers specialising in tools for wealth managers to communicate with clients including companies monitoring and record-keeping (which may or may not relate to social media). Compliance
Awarded to: A technology providers specialising in solutions and tools to help compliance, AML and KYC.
Wealth Management Technology Categories
(open to any organisation)

Wealth Management Technology Categories
(open to any organisation)

Risk profiling solution/risk management solution
Awarded to: A technology solution to help wealth managers assess and document the risk appetite of clients and manage the risk of their clients. CRM system
Awarded to: Client relationship management systems for wealth managers. On-boarding
Awarded to: Technology solutions to help wealth managers bring new clients into their organisation. Innovative client solution
Awarded to: This award seeks to recognise institutions which have developed innovative products and services for their clients as part of a solutions-focused service model.
OTHER WEALTH MANAGEMENT CATEGORIES

OTHER WEALTH MANAGEMENT CATEGORIES
Corporate social responsibility/diversity
Awarded to: Organisations with a good record in being modern, responsible and inclusive. International finance centre
Awarded to: Open to IFCs wherever they are in the world. Global custodian
Awarded to: Custodians offering services to private client business. Leading individual (Banks)
Awarded to: Individuals working within a bank. Age and experience is no bar but something special should mark out this individual working in the private client world. Leading individual (Advisors)
Awarded to: Individuals not from a bank. Age and experience is no bar but something special should mark out this individual working in the private client world. Rising star
Awarded to: A private banker or wealth manager under the age of 35 who is not yet in a senior management position but shows the potential to be a leading individual. Women in wealth management (Individual contribution)
Awarded to: Open to women in private banking or wealth management who are an inspiration both to female clients and colleagues. Woman in wealth management (Company contribution)
Awarded to: For wealth management organisations which demonstrate support for women in their career development. Outstanding contribution to wealth management thought leadership (Individual or company contribution)
Awarded to: Open to individuals or organisations who have made an outstanding contribution to thought leadership in wealth management.

WealthBriefing Swiss Awards 2016 Nominations

WealthBriefing Swiss Awards 2016 Nominations

Please select all the awards you would like to apply for below

PRIVATE BANKING CATEGORIES

PRIVATE BANKING CATEGORIES

MARKETING/PR CATEGORIES

MARKETING/PR CATEGORIES

INVESTMENT MANAGEMENT CATEGORIES

INVESTMENT MANAGEMENT CATEGORIES

PRIVATE CLIENT CATEGORIES

PRIVATE CLIENT CATEGORIES

Wealth Management Technology Categories
(open to technology vendors only)

Wealth Management Technology Categories
(open to technology vendors only)

Wealth Management Technology Categories
(open to any organisation)

Wealth Management Technology Categories
(open to any organisation)

OTHER WEALTH MANAGEMENT CATEGORIES

OTHER WEALTH MANAGEMENT CATEGORIES

WealthBriefing Swiss Awards 2016 Nominations

WealthBriefing Swiss Awards 2016 Nominations

Please select all the awards you would like to apply for below

PRIVATE BANKING CATEGORIES

PRIVATE BANKING CATEGORIES

MARKETING/PR CATEGORIES

MARKETING/PR CATEGORIES

INVESTMENT MANAGEMENT CATEGORIES

INVESTMENT MANAGEMENT CATEGORIES

PRIVATE CLIENT CATEGORIES

PRIVATE CLIENT CATEGORIES

Wealth Management Technology Categories(open to technology vendors only)

Wealth Management Technology Categories(open to technology vendors only)

Wealth Management Technology Categories(open to any organisation)

Wealth Management Technology Categories(open to any organisation)

OTHER WEALTH MANAGEMENT CATEGORIES

OTHER WEALTH MANAGEMENT CATEGORIES

Wealth Management Technology Categories
(open to technology vendors only)

Wealth Management Technology Categories
(open to technology vendors only)

Wealth Management Technology Categories
(open to any organisation)

Wealth Management Technology Categories
(open to any organisation)