At the 9th Annual Private Banking Conference & Awards Switzerland 2024 event, hosted in Zurich, the sector came together to highlight the firms that have particularly excelled in the past twelve months.

It was a hotly contested year, as to be expected, but there were some true highlights in the submissions received.

Winners:

Excellence in Customer Experience

Finfox

Outstanding UHNW Offering in Switzerland

Rothschild & Co

Outstanding Wealth Management Technology Provider – Middle Office (Vendor)

Highly Commended: Accomplish (International)

Winner: Titanbay

Outstanding Wealth Management Technology Provider – Back Office (Vendor)

ERI

Outstanding Wealth Management Technology Platform (Bank)

BBVA in Switzerland

Outstanding Front-End Digital Solutions Provider (Vendor)

Highly Commended: Wealth Dynamix

Winner: Unblu

Outstanding Private Bank – Switzerland – International Players

UBP

Outstanding Private Bank –  Domestic Players

EFG Private Banking

Thank you to everyone who submitted for the awards this year, we hope to see you again next year with even more to celebrate.

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