The WealthBriefing Swiss EAM Awards 2027
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.
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Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
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Australia
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Japan
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Kiribati
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Lebanon
Lesotho
Liberia
Libya
Liechtenstein
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Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
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Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
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Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
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Oman
Pakistan
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Palestine
Panama
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Paraguay
Peru
Philippines
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Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
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South Africa
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Sudan
Suriname
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eSwatini
Sweden
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Syria
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Tanzania
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Timor-Leste
Togo
Tokelau
Tonga
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Country (Brevo Text)
Industry Type (Brevo Text)
CATEGORY SELECTION
SWISS NATIONAL CATEGORIES (COMPANY)
NEWCOMER
Awarded To: The most promising manager new to the market within the last three years.
GROWTH STRATEGY
Awarded To: The manager with the best articulated and most sustainable growth strategy.
EXTERNAL ASSET MANAGER
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ASSETS UNDER CHF 500 MILLION AUM
Awarded To: A manager with AuM of under CHF 500 Million.
EXTERNAL ASSET MANAGER
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ASSETS BETWEEN CHF 500 MILLION - 1 BILLION AUM
Awarded To: A manager with AuM of between CHF 500 Million and 1 Billion.
EXTERNAL ASSET MANAGER
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ASSETS BETWEEN CHF 1 BILLION - 3 BILLION AUM
Awarded To: A manager with AuM of between CHF 1 Billion and 3 Billion.
EXTERNAL ASSET MANAGER
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ASSETS OVER CHF 3 BILLION AUM
Awarded To: A manager with AuM over CHF 3 Billion.
OVERALL EXTERNAL ASSET MANAGER
Awarded To: The outstanding manager in Switzerland regardless of size, location or specialism.
EMPLOYER OF THE YEAR
Awarded To: A manager that has demonstrated its ability to attract and retain its employees through a combination of skillful recruitment or talent management.
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.
SERVICING LATAM CLIENTS
Awarded To: A manager with an outstanding separate and identifiable offering to LatAm 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)
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 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 Canton of Vaud.
TEAM BASED CATEGORIES
MARKETING/PR TEAM
Awarded To: A marketing or PR team for their work in attracting new clients or communication to existing clients.
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: A team that can show excellence in client engagement covering environmental, social and governance (ESG) issues.
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 EXPERIENCE
Awarded To: A team that can demonstrate superior client experience.
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.
ESTATE PLANNING
Awarded To: An organisation that provides estate planning advice to private clients.
MOST EFFECTIVE ON-BOARDING PROCEDURE
Awarded To: A business that has excelled in their on-boarding procedure.
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.
INNOVATIVE USE OF ARTIFICIAL INTELLIGENCE
Awarded To: Any organisation involved in the wealth management industry.
TECHNOLOGY AND EXTERNAL SUPPLIER CATEGORIES
OVERALL IT SOLUTION PROVIDER
Awarded To: A technology business that provides an outstanding range of solutions 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.
KYC AND/OR AML SOLUTION
Awarded To: A technology solution that helps managers screen and onboard their prospective clients.
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.
WEALTH MANAGEMENT EXECUTIVE SEARCH FIRM
Awarded To: An executive search firm or individual based in Europe (branch or HQ) with a focus or specialist team covering wealth management.
PRIVATE PLACEMENT LIFE INSURANCE (PPLI)
Awarded To: A firm that offers a life insurance product that includes an investment/s within the policy structure.
SPECIALIST INSURANCE PRODUCTS
Awarded To: A firm that offers insurance products or services to family offices or U/HNW clients.
SHARIAH - COMPLIANT SOLUTION
Awarded To: A firm that has a Sharia-compliant offering or dedicated team to ensure that investments or transactions adhere to Sharia law.
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 (INDIVIDUAL)
Awarded To: An outstanding and inspirational woman working in the sector.
FEMALE EXECUTIVE (COMPANY)
Awarded To: Wealth management organisation that demonstrates support for women in their career development.
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.
INNOVATOR OF THE YEAR
Awarded To: An individual, business or team that can demonstrate genuine innovation in wealth management.
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.
CHAIRPERSON
Awarded To: The chairperson of any organisation in the wealth management industry.
OTHER AWARDS PROGRAMS
Please indicate any other Awards programs in which you may like to participate. Select as many as apply to the regions where you are active.
Other Awards Programs
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WealthBriefing Global Marketing Awards
WealthBriefing European Awards
Family Wealth Report Awards (North America)
WealthBriefingAsia Awards
WealthBriefingAsia Greater China Awards
WealthBriefing Wealth for Good (Global) Awards
WealthBriefingAsia EAM Awards
WealthBriefing MENA Awards
WealthBriefing Channel Islands Awards
Miami Family Wealth Report Awards incorporating Latin America and the Caribbean
WealthBriefing Swiss Awards
WealthBriefing WealthTech Americas Awards
N/A
Other Awards Programs (Brevo Text)
CONSENT AND DECLARATION
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I hereby confirm this awards program is being entered with the full knowledge and consent of the company and individual being put forward for consideration by the Judges.
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