The WealthBriefing Swiss 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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CATEGORY SELECTION
PRIVATE BANKING CATEGORIES
DOMESTIC PRIVATE BANK
Awarded To: 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 within private banks in Switzerland.
PRIVATE BANK OPERATIONS TEAM
Awarded To: Operations teams within 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 a new product or service initiative, significantly enhancing their overall offering.
CLIENT LIFECYCLE MANAGEMENT
Awarded To: Private banks or wealth management organisations which have an end-to-end approach to managing clients throughout their relationship.
CLIENT SERVICE
Awarded To: Private banks demonstrating excellence in client service.
INVESTMENT MANAGEMENT PLATFORM
Awarded To: Private banks that can demonstrate a superior client investment management platform.
CREDIT PROVIDER
Awarded To: 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: Private banks based in the Duchy of Liechtenstein.
SWISS CANTONAL BANK
Awarded To: Swiss Cantonal banks or wealth managers.
ZURICH-BASED PRIVATE BANK
Awarded To: Private banks headquartered in Zurich.
LUGANO-BASED PRIVATE BANK
Awarded To: Private banks or wealth managers in Lugano.
INTERNAL COMMUNICATIONS INITIATIVE OR TEAM
Awarded To: Private banks for the strength of its communications to employees.
CORPORATE STRATEGY IMPLEMENTATION
Awarded To: Private banking teams that can demonstrate recent excellence in an implementation of corporate strategy.
DIVERSITY
Awarded To: Private banking teams that can demonstrate an inclusive strategy in recruitment or internal promotion policy.
PRIVATE BANK WITH A SHARIAH COMPLIANT OFFERING
Awarded To: A private bank servicing clients within Switzerland with a specific focus on a shariah compliant offering.
WEALTH PLANNING TEAM
Awarded To: Teams within a private bank offering wealth planning services.
PRIVATE BANK EMPLOYER OF THE YEAR
Awarded To: A private bank that has demonstrated its ability to attract and retain its employees through a combination of skillful recruitment or talent management.
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 U/HNW community.
PRIVATE INVESTMENT OFFICE
Awarded To: Private Investment Offices that manage the investment, wealth planning and lifestyle needs of more than one family.
SINGLE-FAMILY OFFICE
Awarded To: Organisations that manage the investment, wealth planning and lifestyle needs of one family.
MULTI-FAMILY OFFICE
Awarded To: Multi-Family Offices that manage the investment, wealth planning and lifestyle needs of more than one family.
INDEPENDENT ASSET MANAGER - ASSETS UNDER CHF 500 MILLION AUM
Awarded To: Organisations that manage the investment, wealth planning and lifestyle needs of the U/HNW community.
INDEPENDENT ASSET MANAGER - ASSETS BETWEEN CHF 500 MILLION - 1 BILLION AUM
Awarded To: Organisations that manage the investment, wealth planning and lifestyle needs of the U/HNW community.
INDEPENDENT ASSET MANAGER - ASSETS BETWEEN CHF 1 BILLION AND 3 BILLION AUM
Awarded To: Organisations that manage the investment, wealth planning and lifestyle needs of the U/HNW community.
INDEPENDENT ASSET MANAGER - ASSETS OVER CHF 3 BILLION AUM
Awarded To: Organisations that manage the investment, wealth planning and lifestyle needs of the U/HNW community.
STRUCTURED PRODUCT PROVIDER
Awarded To: Wealth managers or service providers offering an exceptional structured product or range of products or support services.
FX SOLUTION PROVIDER
Awarded To: 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.
DIGITAL ASSETS ADVISORY
Awarded To: Firms supporting and facilitating investment in assets such as crypto currency, tokenisation and the blockchain both pre and post investment. Open to investment managers and private client advisors.
PRIVATE MARKET INVESTMENT SPECIALIST
Awarded To: Organisations that specialise in bringing private market investments to private investors.
INVESTMENT CONSULTANCY
Awarded To: An organisation providing investment consultancy services to help clients manage their wealth.
INNOVATIVE FINANCIAL PRODUCT OR SERVICE
Awarded To: Providers of products or services to the U/HNW community.
PAYING AGENT
Awarded To: A financial institution with an outstanding paying agent offering.
EXTERNAL ASSET MANAGER (EAM) CUSTODIAN CATEGORIES
OVERALL PLATFORM FOR EXTERNAL ASSET MANAGERS
Awarded To: Private banks, which fulfil the custodian function, are actively supporting External Asset Managers.
RESEARCH SUPPORT FOR EXTERNAL ASSET MANAGERS
Awarded To: Private banks and other organisations, which fulfil the custodian function, are actively supporting External Asset Managers.
ONBOARDING PROGRAMME FOR EXTERNAL ASSET MANAGERS
Awarded To: Private banks, which fulfil the custodian function, are actively supporting External Asset Managers.
MARKETING/PR CATEGORIES
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.
INTERNATIONAL MARKETING CAMPAIGN OR TEAM
Awarded To: Teams or external PR companies that have used marketing channels to promote services internationally 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: Organisations which have used social media platforms to promote their services or to raise their profile either within the industry or to clients.
PRIVATE CLIENT CATEGORIES
LEGAL TEAM
Awarded To: Teams within a law firm dedicated to private client issues.
PRIVATE CLIENT LAW FIRM
Awarded To: A law firm team or barrister dedicated to private client issues.
LAW FIRM CLIENT EXPERIENCE INITIATIVE
Awarded To: Law firms, teams or practitioners dedicated to private clients.
ZURICH-BASED LAW FIRM
Awarded To: Zurich-based law firms, teams or practitioners dedicated to private client issues.
GENEVA-BASED LAW FIRM
Awarded To: Geneva-based law firms, teams or practitioners dedicated to private client issues.
INTERNATIONALLY-HEADCQUARTERED LAW FIRM
Awarded To: Internationally-based law firms teams or practitioners dedicated to private client issues.
OFFSHORE LAW FIRM
Awarded To: An offshore-based law firm.
FAMILY LAW LEGAL TEAM
Awarded To: A law firm or practice dedicated to the practice of Family Law for clients.
PRIVATE CLIENT LAWYER
Awarded To: An individual lawyer dedicated to private client issues.
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.
INDEPENDENT TRUST OR FIDUCIARY COMPANY CLIENT EXPERIENCE INITIATIVE
Awarded To: Trust companies, teams or practitioners dedicated to private clients.
INDEPENDENT TRUST OR FIDUCIARY COMPANY EMPLOYER OF THE YEAR
Awarded To: Trust firms, teams or practitioners dedicated to private clients.
INSTITUTIONAL TRUST OR FIDUCIARY COMPANY
Awarded To: Trust companies that are part of a non-trust parent.
TAX/ACCOUNTANCY TEAM
Awarded To: Teams within accountancy firms and consultancies that provide exceptional expertise in tax reporting, transaction support, and wealth structuring for private clients.
ESTATE PLANNING ADVICE
Awarded To: Organisations that provide estate planning advice to private clients.
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.
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 OR WEALTHTECH SOLUTION
Awarded To: Technology businesses that have a demonstrably innovative wealth management offering.
CLIENT INVESTMENT APPLICATION
Awarded To: Providers of client investment application systems for wealth managers.
INNOVATIVE USE OF ARTIFICIAL INTELLIGENCE
Awarded To: Technology providers servicing the wealth management industry.
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
CORPORATE SOCIAL RESPONSIBILITY
Awarded To: Organisations with an outstanding record in being modern, responsible and inclusive.
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 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 or 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 WEALTH PLANNING SOLUTION
Awarded To: Organisations providing international solutions to clients and wealth managers.
PRIVATE TRAVEL
Awarded To: Consultants, service and product providers specialising in private aviation and yacht ownership, management, brokerage and charters. Also included in this category are travel concierge providers.
INSURANCE OFFERING
Awarded To: Insurance providers that offer specialist products and services to UHNW clients.
CAPITAL MARKETS/TRADING FUNCTION
Awarded To: Organisations that provide capital markets services for their private clients.
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.
MANAGEMENT CONSULTANCY
Awarded To: Consultants to wealth management organisations and/or family offices that provide management consultancy.
LOMBARD LENDING SOLUTION
Awarded To: A wealth management business offering best in class investment-backed lending solutions to private clients.
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.
LEADING TRUST PROFESSIONAL
Awarded To: Individuals working in the trust industry. Age and experience is no bar but something special should mark out this individual.
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: An outstanding private bank CTO.
WEALTH MANAGEMENT RISING STAR UNDER 30
Awarded To: A standout wealth manager who, nominated by their employer, has demonstrated an ability to perform at an exceptional level whilst maintaining high standards.
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 EAM Awards
WealthBriefing WealthTech Americas Awards
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Other Awards Programs (Brevo text)
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