Winners of the Private Banking & Wealth Management Awards were announced on Wednesday at a ceremony in Zurich.
See full list of winners:
Outstanding Customer Relationship Service and Engagement in Switzerland
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By GlobalDataWinner: BBVA
Investment in digital platforms such as mobile and online has aided this bank to go above and beyond with its customer service relationships this year. Everything is personalised, customised and efficient.
Excellence in Customer Experience (Technology Provider)
Winner: Appway
Upgrading its onboarding platforms to better help relationship managers identify clients’ individual needs, Appway has had a very strong year, giving its clients up to 90% faster cycle times.
Best Next Generation Offering in Switzerland
Winner: BNP Paribas Wealth Management
With dedicated advisers and events across the world to help educate and aid the next generation of wealth, BNP Paribas has created a gigantic network for this customer base to develop relationships and enhance client confidence with the programme only looking to expand.
Outstanding UHNW Offering in Switzerland
Winner: Societe Generale Private Banking Switzerland
Identifying and matchmaking good targets for clients, this bank has leveraged both investment teams and credit specialist teams to make things better for UHNW clients. Its “club deals”, Risk profile, expected yield, expertise of asset manager and location have been key factors to convince clients to invest as a diversification.
Outstanding Family Office Proposition in Switzerland
Winner: Citi Private Bank Switzerland
With a huge presence both in Switzerland and in the family office market, Citi Private Bank launched a devoted family office team in 2019 which continues to boost value for clients.
Outstanding Wealth Management Technology Provider in Switzerland – Middle and Back Office (Vendor)
Winner: Avaloq
A market leader in the eyes of many analyst firms such as Gartner and Aite, Avaloq’s software contains a unique feedback loop that is optimised for efficiency and effectiveness. This and many positive moves forward in 2019 make it an easy win.
Outstanding Wealth Management Technology Platform in Switzerland (Bank)
Winner: Julius Baer Group
This international player has not kept, but enhanced the human touch with its technology platform in 2019. The personalisation in its digital suites is tailored with finesse and is agile.
Outstanding Front-End Digital Solutions Provider (Vendor)
Winner: Prometeia
Recognised by many as a leader in functionality and depth of customer service, Prometeia supports €2trn of assets under management with its solutions and its front office solution is sophisticate, customisable and compliant.
Outstanding Boutique Private Bank in Switzerland
Winner: Millenium Banque Privee
With a list of values that have fostered strong customer loyalty, Millenium Banque Privee truly goes above and beyond for its customers and has been rewarded with 45% over the last five years.
Outstanding Private Bank – Switzerland – International Players
Winner: Societe Generale Private Banking Switzerland
Bringing experience into the fold, both from home and abroad, this private bank combines all of expertise from a wide net to help 31 million clients worldwide.
Outstanding Private Bank – Switzerland- Domestic Players
Winner: Julius Baer
Close to CHF400m in net profit and over CHF400bn in AUM, Julius Baer is going from strength to strength in Switzerland and has over half the share of employees in the country. However, it is also refusing to rest on its laurels and continues to innovate.
Most Innovative Private Bank / Wealth Manager of the Year
Winner: Banco Itau
A winner in our London awards for a number of years running, it has offered its clients tremendous stability in a turbulent time, while breaking its own records for the most net new assets bought in over a year.
They have also won the 2017 and 2018 PBI Global Wealth award as Outstanding Global Private bank.
The Diversity Award
Winner: Zürcher Kantonalbank (ZKB)
Recognised as one of the most diverse companies in any industry in Europe, ZKB has a number of inclusive products for a diverse range of clients, it was also awarded the Swiss LGBTI label.
Outstanding Philanthropy Proposition in Switzerland
Winner: UBS
After a number of investments towards philanthropy, particularly with regards to environmental sustainability in 2019, this award was a no-brainer.
Most Innovative Banking Technology Partner of the Year
Winner: Temenos
