Switzerland and Liechtenstein Awards 2014 Nominations

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

Swiss based banks only

PRIVATE BANK CATEGORIES

Swiss based banks only

DOMESTIC PRIVATE BANK
Criteria for entry: Swiss-based private bank. Focus can be either HNW or UHNW. FOREIGN PRIVATE BANK
Criteria for entry: Private banking operation in Switzerland which is part of a group headquartered outside Switzerland. CANTONAL BANK - WEALTH MANAGEMENT OFFERING
Criteria for entry: Wealth management offering made by Swiss Cantonal banks.
PRIVATE BANK CATEGORY

Liechtenstein based banks only

PRIVATE BANK CATEGORY

Liechtenstein based banks only

LIECHTENSTEIN PRIVATE BANK
Criteria for entry: Leichtenstein-based private bank. Focus can be either HNW or UHNW.
PRIVATE BANK CATEGORIES

Swiss & Liechtenstein based banks

PRIVATE BANK CATEGORIES

Swiss & Liechtenstein based banks
HNW TEAM
Criteria for entry: Teams which look after clients with under CHF30 million with the bank. UHNW TEAM
Criteria for entry: Teams which look after clients with over CHF30 million with the bank. WEALTH PLANNING TEAM
Criteria for entry: Teams which are dedicated to clientsâ€™ tax, trust and wealth structuring issues. FAMILY OFFICE OFFERING
Criteria for entry: Teams within private banks and other wealth managers that deliver tailored solutions to family offices. NRI OFFERING
Criteria for entry: Teams within private banks and other wealth managers that service the needs of non-resident Indians. MIDDLE EAST OFFERING
Criteria for entry: Teams within private banks and other wealth managers that service the needs of clients from the Middle East. CENTRAL AND EASTERN EUROPE OFFERING
Criteria for entry: Teams within private banks and other wealth managers that service the needs of clients from Central and Eastern Europe. ISLAMIC FINANCE OFFERING
Criteria for entry: Offerings from private banks or wealth managers to facilitate the requirements of clients who wish to follow Islamic principles in their financial dealings. LATIN AMERICA OFFERING
Criteria for entry: Teams within private banks and other wealth managers that service the needs of clients from Latin America. PHILANTHROPY OFFERING
Criteria for entry: Offerings from private banks or wealth managers which promote and encourage philanthropic activity amongst clients. CLIENT INITIATIVE
Criteria for entry: A new product or service from a private bank or wealth management organisation that significantly enhances the client experience. INSURANCE SOLUTION
Criteria for entry: Insurance provider or intermediary that provides specialist products and services to the HNW community. COMPLIANCE
Criteria for entry: The compliance function of a wealth management or private client operation.
INVESTMENT MANAGEMENT CATEGORIES

Swiss & Liechtenstein based

INVESTMENT MANAGEMENT CATEGORIES

Swiss & Liechtenstein based

EXTERNAL ASSET MANAGER
Criteria for entry: Independent wealth managers that are not owned by a banking group. EXTERNAL ASSET MANAGER PLATFORM
Criteria for entry: IT, investment management, risk management, settlement, accounting, compliance or custody services for external asset managers. FUND MANAGER
Criteria for entry: Providers of collective investments for the high net worth community. ALTERNATIVE FUND MANAGER
Criteria for entry: Providers of alternative investments for the high net worth community.
MARKETING CATEGORIES

Swiss & Liechtenstein based

MARKETING CATEGORIES

Swiss & Liechtenstein based

ONLINE CAMPAIGN
Criteria for entry: Wealth managers or other private client practitioners who have used online channels to promote their services to private clients or to raise their profile either within the industry or to clients. PRINT CAMPAIGN
Criteria for entry: Wealth managers or other private client practitioners who have used print media to promote their services to private clients or to raise their profile either within the industry or to clients. BRAND LAUNCH/RELAUNCH
Criteria for entry: Most 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
PRIVATE CLIENT CATEGORIES

Swiss & Liechtenstein based

PRIVATE CLIENT CATEGORIES

Swiss & Liechtenstein based

EFFECTIVE LEGAL TEAM
Criteria for entry: Law firm team or barrister dedicated to private client issues. EFFECTIVE TAX/ACCOUNTANCY TEAM
Criteria for entry: Team in accountancy firm/consultancy specialising in reporting, transacting or wealth structuring for private clients. INSTITUTIONAL TRUST OR FIDUCIARY COMPANY
Criteria for entry: Entries only eligible from trust companies that are part of a non-trust parent. INDEPENDENT TRUST COMPANY
Criteria for entry: Entries are only eligible from trust companies independent of larger non-trust businesses.
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES

Swiss & Liechtenstein based

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES

Swiss & Liechtenstein based

FRONT OFFICE SOLUTION
Criteria for entry: CRM, client reporting, client risk profiling, portfolio management. TRANSACTION PROCESSING SOLUTION
Criteria for entry: Straight through processing, core banking. PORTFOLIO MANAGEMENT
Criteria for entry: Technology solution providers specialising in tools for managing clients' investment portfolios. CLIENT COMMUNICATIONS & REPORTING
Criteria for entry: Technology solution providers specialising in tools for wealth managers to communicate with clients. RISK PROFILING SOLUTION
Criteria for entry: A technology solution to help wealth managers assess and document the risk appetite of clients. RISK MANAGEMENT
Criteria for entry: Technology solution providers specialising in tools for wealth managers to manage risk. CRM SYSTEM
Criteria for entry: Client relationship management systems for wealth managers. ONBOARDING
Criteria for entry: Technology solutions to help wealth managers bring new clients into their organisation. DATA PROVIDER
Criteria for entry: Business providing financial data to private banks and other wealth managers. OUTSOURCING SOLUTION
Criteria for entry: Third party organisations providing business processes or systems to wealth management businesses. GLOBAL CUSTODIAN
Criteria for entry: Custodians offering services to private client business.
OTHER WEALTH MANAGEMENT CATEGORIES

Swiss & Liechtenstein based

OTHER WEALTH MANAGEMENT CATEGORIES

Swiss & Liechtenstein based

FX SOLUTION PROVIDER
Criteria for entry: Local provider of foreign exchange services to wealth management organisations or clients. ETF PROVIDER
Criteria for entry: Fund/asset manager that makes exchange-traded products available for local wealth management clients. LEADING INDIVIDUAL
Criteria for entry: Age and experience is no bar but something special should mark out this individual working in the private client world. RISING STAR
Criteria for entry: 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
Criteria for entry: Open to women in private banking or wealth management who are an inspiration both to female clients and colleagues. LIFETIME ACHIEVEMENT
Criteria for entry: For individuals who have enhanced the standing of the local wealth management industry. OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP
Criteria for entry: Open to individuals or businesses that demonstrate an outstanding contribution to though leadership in wealth management as demonstrated by contributions to periodicals and events specialising in wealth management.

Switzerland and Liechtenstein Awards 2014 Nominations

Switzerland and Liechtenstein Awards 2014 Nominations

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

PRIVATE BANK CATEGORIES

Swiss based banks only

PRIVATE BANK CATEGORIES

Swiss based banks only

PRIVATE BANK CATEGORY

Liechtenstein based banks only

PRIVATE BANK CATEGORY

Liechtenstein based banks only

PRIVATE BANK CATEGORIES

Swiss & Liechtenstein based banks

PRIVATE BANK CATEGORIES

Swiss & Liechtenstein based banks

INVESTMENT MANAGEMENT CATEGORIES

Swiss & Liechtenstein based

INVESTMENT MANAGEMENT CATEGORIES

Swiss & Liechtenstein based

MARKETING CATEGORIES

Swiss & Liechtenstein based

MARKETING CATEGORIES

Swiss & Liechtenstein based

PRIVATE CLIENT CATEGORIES

Swiss & Liechtenstein based

PRIVATE CLIENT CATEGORIES

Swiss & Liechtenstein based

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES

Swiss & Liechtenstein based

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES

Swiss & Liechtenstein based

OTHER WEALTH MANAGEMENT CATEGORIES

Swiss & Liechtenstein based

OTHER WEALTH MANAGEMENT CATEGORIES

Swiss & Liechtenstein based