PRIVATE BANKING CATEGORIES
DOMESTIC PRIVATE BANK 

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

FOREIGN PRIVATE BANK 

NOMINEES
Citi Private Bank
Rothschild Private Wealth
Schroder & Co Bank
Societe Generale Private Banking Switzerland

HNW TEAM (SWISS DOMESTIC CLIENTS) 

NOMINEES
Mirabaud & Cie
Rothschild Private Wealth
Schroder & Co Bank 

HNW TEAM (INTERNATIONAL CLIENTS) 

NOMINEES
Banque Internationale a Luxembourg
Mirabaud & Cie
Schroder & Co Bank
Societe Generale Private Banking Switzerland

UHNW TEAM (SWISS DOMESTIC CLIENTS 

NOMINEES
Lombard Odier
Mirabaud & Cie

UHNW TEAM (INTERNATIONAL CLIENTS) 

NOMINEES
Banque Paris Bertrand 
Banque SYZ
Citi Private Bank
Mirabaud & Cie
Societe Generale Private Banking Switzerland

FAMILY OFFICE OFFERING 

NOMINEES
Banque SYZ
Citi Private Bank

SPECIALIST INTERNATIONAL TEAM 

NOMINEES
Hyposwiss Private Bank
Mirabaud & Cie
Societe Generale Private Banking Switzerland
Union Bancaire Privee

CLIENT INITIATIVE 

NOMINEES
Banque SYZ
Barclays
UBS Global Wealth Management

BEST PRIVATE BANK – CLIENT SERVICE 

NOMINEES
Banque Paris Bertrand
Banque SYZ
Lombard Odier
Mirabaud & Cie
Rothschild Private Wealth 

BEST PRIVATE BANK – INVESTMENT MANAGEMENT PLATFORM 

NOMINEES
Societe Generale Private Banking Switzerland
Rothschild Private Wealth

PRIVATE BANK – CUSTOMER FACING DIGITAL CAPABILITIES 

Winner will be announced at the awards dinner
INVESTMENT MANAGEMENT CATEGORIES

EXTERNAL ASSET MANAGER 

NOMINEES
Bedrock
Capitalium Advisors
DECALIA Asset Management

EXTERNAL ASSET MANAGEMENT PLATFORM AND OFFERING 

NOMINEES
Lombard Odier
Societe Generale Private Banking Switzerland
UBS Global Wealth Management

BEST ASSET MANAGEMENT FIRM SERVING FAMILY OFFICES AND PRIVATE BANKS 

NOMINEES
Capitalium Advisors
DECALIA Asset Management

FUND MANAGER 

NOMINEES
Banque Paris Bertrand
DECALIA Asset Management
Skenderbeg Investment Management 

ALTERNATIVE FUND MANAGER 

NOMINEES
DECALIA Asset Management
Hermance Capital Partners
Skenderbeg Investment Management
Societe Generale Private Banking Switzerland

PRIVATE INVESTMENT OFFICE/ MULTI-FAMILY OFFICE 

NOMINEES
Bedrock
Mirabaud & Cie
Peritus Investment Consultancy
Stonehage Fleming

ETF PROVIDER 

Winner will be announced at the awards dinner
MARKETING/PR CATEGORIES

BEST MARKETING OR PR CAMPAIGN 

NOMINEES
Lombard Odier
Societe Generale Private Banking Switzerland

PRIVATE CLIENT CATEGORIES

LEGAL TEAM 

NOMINEES
Anaford Attorneys
Charles Russell Speechlys
Schellenberg Wittmer
Withers

BOUTIQUE FIRM 

NOMINEES
Anaford Attorneys
Lexpert Partners
swissPartners Marcuard Heritage

INDEPENDENT TRUST OR FIDUCIARY COMPANY 

NOMINEES
Accuro
First Names Group
JTC
Summit Trust International

ESTATE PLANNING 

NOMINEES
Mirabaud & Cie
Withers

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (TECH VENDORS ONLY) 

FRONT OFFICE SOLUTION 

NOMINEES
AM-One
Avaloq
ERI Bancaire
Expersoft Systems
Wealth Dynamix

TRANSACTION PROCESSING SOLUTION 

NOMINEES
Avaloq
ERI Bancaire
Expersoft Systems

PORTFOLIO MANAGEMENT 

NOMINEES
Charles River Development
ERI Bancaire
Expersoft Systems
Profile Software
Tindeco

CLIENT COMMUNICATIONS 

NOMINEES
AM-One
Expersoft Systems
FundCount

CLIENT REPORTING 

NOMINEES
Expersoft Systems
FundCount
Globacom Technologies
Private Wealth Systems

COMPLIANCE 

NOMINEES
AM-One
Appway
Expersoft Systems
Wealth Dynamix

CRM SYSTEM 

NOMINEES
Expersoft Systems
Tindeco
Wealth Dynamix

OUTSOURCING SOLUTION 

NOMINEES
AM-One
Avaloq
Penta

DATA PROVIDER 

Winner will be announced at the awards dinner
CLIENT ACCOUNTING 

Winner will be announced at the awards dinner
RISK PROFILING SOLUTION 

NOMINEES
Expersoft Systems
Globacom Technologies
PlanPlus Global
Profile Software

RISK MANAGEMENT 

Winner will be announced at the awards dinner
ON-BOARDING 

NOMINEES
Appway
Expersoft Systems
Globacom Technologies
Wealth Dynamix

INNOVATIVE CLIENT SOLUTION 

NOMINEES
AM-One
Globacom Technologies
Wealth Dynamix

CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION 

NOMINEES
Expersoft Systems
Wealth Dynamix

INNOVATIVE FINTECH SOLUTION 

NOMINEES
Private Wealth Systems
Profile Software
SharingAlpha
Tindeco
Wealth Dynamix

OTHER WEALTH MANAGEMENT CATEGORIES

WEALTH PLANNING TEAM 

NOMINEES
Lombard Odier
Societe Generale Private Banking Switzerland
swissPartners Advisory + Solutions
Union Bancaire Privee

LEADERSHIP CATEGORIES

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP 

NOMINEES
Capitalium Advisors
PwC – Dr Daniel Diemers
Wealth Dynamix

LEADING INDIVIDUAL (BANKER) 

Winner will be announced at the awards dinner
LEADING INDIVIDUAL (ADVISOR) 

Winner will be announced at the awards dinner
LIFETIME ACHIEVEMENT

Winner will be announced at the awards dinner