Here is a list of the finalists for the Swiss awards programme as organised by this news service.

Here is a shortlist for the finalists of the WealthBriefing Swiss Awards 2017, with the final result announced at a gala event held at the Hotel President Wilson, Geneva, on 9 February, 2017. A link to the programme can be found here. The event promises to be one of the must-attend occasions in the Swiss wealth management calendar.

PRIVATE BANKING CATEGORIES

DOMESTIC PRIVATE BANK  

Banque Paris Bertrand Sturdza
Banque SYZ
Lombard Odier
Mirabaud 
REYL & Cie

FOREIGN PRIVATE BANK  

NOMINEES
Barclays Wealth & Investment Management 
Citi Private Bank
Rothschild Private Wealth 

HNW TEAM (SWISS DOMESTIC CLIENTS)  

NOMINEES
Lombard Odier
Rothschild Private Wealth

UHNW TEAM (INTERNATIONAL CLIENTS)  

NOMINEES
Banque Paris Bertrand Sturdza
Banque SYZ
Barclays Wealth & Investment Management
Citi Private Bank 
HSBC Private Bank 

SPECIALIST INTERNATIONAL TEAM – EDITOR’S AWARD

NOMINEES
HSBC Private Bank

CLIENT INITIATIVE 

NOMINEES
Lombard Odier
Mirabaud 
REYL & Cie
UBS Switzerland 

BEST PRIVATE BANK – CLIENT SERVICE  

NOMINEES
Banque SYZ
Barclays Wealth & Investment Management
REYL & Cie
Rothschild Private Wealth

BEST PRIVATE BANK – INVESTMENT MANAGEMENT PLATFORM  

NOMINEES
Banque Paris Bertrand Sturdza
Banque SYZ
Rothschild Private Wealth
Union Bancaire Privee

PRIVATE BANK – CUSTOMER FACING DIGITAL CAPABILITIES – EDITOR’S AWARD

NOMINEES
Barclays Wealth & Investment Management

INVESTMENT MANAGEMENT CATEGORIES

EXTERNAL ASSET MANAGER  

NOMINEES
Bedrock Asset Management
DECALIA Asset Management

EXTERNAL ASSET MANAGEMENT PLATFORM AND OFFERING  

NOMINEES
Mirabaud
UBS Switzerland

PRIVATE INVESTMENT OFFICE/MULTI-FAMILY OFFICE  

NOMINEES
Bedrock Asset Management
Peritus Investment Consultancy

MARKETING/PR CATEGORIES

BEST MARKETING OR PR CAMPAIGN 
(Online, print, brand launch/relaunch)

NOMINEES
Banque Morval 
Banque SYZ
Barclays Wealth & Investment Management 
Lombard Odier
Where Americans are Welcome

PRIVATE CLIENT CATEGORIES

LEGAL TEAM  

NOMINEES
Charles Russell Speechlys
Schellenberg Wittmer
Withers Worldwide

TAX/ACCOUNTANCY TEAM  

NOMINEES
Mirabaud
Rawlinson & Hunter 

INDEPENDENT TRUST OR FIDUCIARY COMPANY  

NOMINEES
R&H Trustees
Summit Trust International
ZEDRA

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (TECH VENDORS ONLY)

FRONT OFFICE SOLUTION   

NOMINEES
Avaloq Group
WDX

TRANSACTION PROCESSING SOLUTION  

NOMINEES
Avaloq Group
ERI Bancaire
Expersoft Systems

PORTFOLIO MANAGEMENT  

NOMINEES
Charles River Development
Expersoft Systems
IBO
Profile Software
Tindeco 

CLIENT COMMUNICATIONS  

NOMINEES
Expersoft Systems
IBO
InvestGlass
Profile Software

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CLIENT REPORTING  

NOMINEES
Expersoft Systems
IBO
InvestGlass
Masttro 

COMPLIANCE  

NOMINEES
Expersoft Systems
Penta
Qumram
WDX

CRM SYSTEM  

NOMINEES
Expersoft Systems
InvestGlass
Tindeco 
WDX

OUTSOURCING SOLUTION  

NOMINEES
Avaloq Group
Expersoft Systems

RISK PROFILING SOLUTION  

NOMINEES
Expersoft Systems
IBO
Profile Software

RISK MANAGEMENT  

NOMINEES
IBO
InvestGlass
Profile Software
Tindeco 

ON-BOARDING

NOMINEES
Appway
Expersoft Systems
InvestGlass
Profile Software
WDX

INNOVATIVE CLIENT SOLUTION  

NOMINEES
Expersoft Systems
InvestGlass
Masttro
Profile Software
Tindeco 
WDX

CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION  

NOMINEES
Expersoft Systems
InvestGlass

INNOVATIVE FINTECH SOLUTION  

NOMINEES
Expersoft Systems
Masttro 
Qumram
Tindeco 

OTHER WEALTH MANAGEMENT CATEGORIES

BEST WEALTH MANAGEMENT EXECUTIVE SEARCH FIRM (SWITZERLAND)

NOMINEES
Dart Talent & Executive Search 
Pradov Switzerland 

INTERNATIONAL FINANCE CENTRE – EDITOR’S AWARD

NOMINEES
MALTA – Ministry for the Economy, Investment and Small Business 

WOMEN IN WEALTH MANAGEMENT (INDIVIDUAL CONTRIBUTION)  

NOMINEES
MALTA – Ministry for the Economy, Investment and Small Business  - Dr Nadine Lia
Mirabaud -  Camille Vial
Summit Trust International – Stella Mitchell-Voisin

LEADING INDIVIDUAL (ADVISOR) 

To be announced at awards dinner

LEADING INDIVIDUAL BANKER  

To be announced at awards dinner

LIFETIME ACHIEVEMENT

To be announced at awards dinner