Private Banking & Wealth Management: Switzerland 2021 Conference and Awards

Kameha Grand Zurich
9th December 2021

Awards

Nominations are now open! Submit your entries for the LIVE Private Banking Switzerland Awards 2021!

The Private Banking Switzerland Awards will be announced at our LIVE event on 9th December 2021. We’re thrilled to be hosting this landmark event in person, and our judges already have their hands full with some promising applications for nominees. Submit nominations for 12 categories by clicking below!

Deadline: 5pm GMT on 9th November 2021

Join us for an exciting event by registering your nominations today!

Submit your nominations via email

1. Download the entry form here

2. Send completed form to keith.maidment@arena-international.com by 5pm GMT on 9th November 2021

 

Awards Categories & Judging Criteria


Excellence in Customer Experience
This award recognises software and technology solution providers that enable private banks, family offices and wealth managers to offer a first-class customer experience to their clients.

The provider should be able to demonstrate how their technology / software solution has improved the client’s private banking / wealth management experience. An example could be speeding up the process for the client.

The judges will particularly be looking for evidence that the software or technology innovation has improved the:
• Customer experience, for example, by increasing customer satisfaction scores.
• Best Next Generation Offering in Switzerland
• Celebrating an institution that is extending its product proposition effectively and successfully to engage the next
• generation of wealthy clients

Suggested performance to include (where possible):
• Number of private clients
• Percentage of new clients in past 12 months

Please describe the service offering you are entering and why?

Please describe the competitive environment for this proposition, referring to similar peer initiatives, and describe why this offering stands out

How do you plan to develop the service capability in the future?

Outstanding UHNW Offering in Switzerland
Celebrating an institution that is extending its product proposition effectively and successfully to satisfy the needs of the ultra-high net worth clientele. Suggested performance to include (where possible):
• Number of private clients
• Percentage of new clients in past 12 months

Please describe the service offering you are entering and why?

Please describe the competitive environment for this proposition, referring to similar peer initiatives, and describe why this offering stands out.

How do you plan to develop the service capability in the future?

Outstanding Philanthropy Proposition in Switzerland
Celebrating a private bank that is making a real contribution to their clients philanthropic’ lives by enabling different ways of giving and establishing best practice Suggested performance to include (where possible):
• Number of private clients
• Percentage of new clients in past 12 months
• Number of advisors/relationship managers/private bankers
• Please describe the service offering you are entering and why?

Please describe the competitive environment for this proposition, referring to similar peer initiatives, and describe why this offering stands out

How do you plan to develop the service capability in the future?

Outstanding Family Office Proposition in Switzerland
Suggested performance to include (where possible):
• Client assets under management
• Net new money
• Number of private clients
• Number of advisors/relationship managers
• Annual staff retention rate

Please expand on your specific business model as well as retention strategy in Switzerland

Please expand on the other strengths that enable your institution to excel and stand out in the Swiss family offices market (in no more than 250 words)

Please expand on the important new initiatives you have launched in 2020 that strengthens your value proposition

Outstanding Wealth Management Technology Provider in Switzerland – Middle and Back Office (Vendor)
Celebrating a company that is making a real contribution to the efficiency and customer-centricity of the Swiss wealth industry through successful middle and back-end technology offerings. Suggested performance criteria for the region to include (where possible):
• Number of clients
• Percentage of new clients in past 12 months
• Number of advisors/relationship managers/private bankers

Please describe your institution’s wealth management technology platform and why it deserves this award? When was this platform launched and how have you developed this service in 2020?

Kindly expand on what makes this technology platform stand out from its competitors

Outstanding Wealth Management Technology Platform in Switzerland (Bank)
Celebrating a private bank that has enhanced its digital platform offering successfully to empower its relationship managers as well as enable customer-centricity, client satisfaction, and increased overall efficiency Suggested performance criteria for the region to include (where possible):
• Number of clients
• Percentage of new clients in past 12 months

Please describe the service offering you are entering and why? When was this product launched and how have you developed this service in 2020?

Kindly expand on what makes this product stand out from its competitors

How do you plan to develop the service capability in the future?

Outstanding Front-End Digital Solutions Provider (Vendor)
Celebrating a company that is making a real contribution to the efficiency and customer-centricity of the Swiss and Europe wealth industry through successful front-end digital offerings. Suggested performance criteria for the region to include (where possible):
• Number of clients
• Percentage of new clients in past 12 months

Please describe the service offering you are entering and why? When was this product launched and how have you developed this service in 2020?

Kindly expand on what makes this product stand out from its competitors. Client recommendations/successful case study

Outstanding Private Bank for Sustainable and Ethical Investment
Celebrating the best among private banks that are successfully serving wealthy clients in terms of sustainable and ethical investments as well as ESG. Suggested performance criteria to include (where possible):
• Client assets under management
• Cost/income ratio
• Net new money
• Number of private clients
• Ratio of investments into sustainable products/companies compared to those who are not
• Reflection on how the firm has respected ethical values, such as those set up by the UN

Please expand on the other strengths that enable your institution to excel and stand out (in no more than 250 words)

Outstanding Private Bank for Diversity and Inclusion
Celebrating the best among the private banks that are successfully embracing diversity and inclusion, both in the company and in terms of clients. Suggested performance criteria to include (where possible):
• Client assets under management
• Cost/income ratio
• Net new money
• Number of private clients and the segmentation of said clients
• Number of advisors/relationship managers/private bankers and diversity within these roles
• Annual staff retention rate
• Please expand on your specific business model for inclusion to the bank, whether this is through certain schemes or frictionless onboarding etc.

Please expand on the other strengths that enable your institution to excel and stand out (in no more than 250 words)

Outstanding Boutique Private Bank in Switzerland
Celebrating the best among the smaller-sized, boutique private banks that are successfully serving wealthy clients in Switzerland. Suggested performance criteria to include (where possible):
• Client assets under management
• Cost/income ratio
• Net new money
• Number of private clients
• Number of advisors/relationship managers/private bankers
• Annual staff retention rate

Please expand on how being a boutique private bank is an advantage for you

Please expand on your specific business model and client acquisition as well as retention strategy

Kindly mention other strengths that enable your institution stand out in Switzerland

Outstanding Private Bank – Switzerland – International Players
Celebrating the best among the private banks in Switzerland that are successfully serving international wealthy clients. Suggested performance criteria to include (where possible):
• Client assets under management
• Cost/income ratio
• Net new money
• Number of private clients
• Number of advisors/relationship managers/private bankers
• Annual staff retention rate

Please expand on your specific business model and international clients acquisition as well as retention strategy in Switzerland

Please expand on the other strengths that enable your institution to excel and stand out

Outstanding Private Bank – Switzerland- Domestic Players
Celebrating the best among the private banks in Switzerland that are successfully serving domestic wealthy clients. Suggested performance criteria to include (where possible):
• Client assets under management
• Cost/income ratio
• Net new money
• Number of private clients
• Number of advisors/relationship managers/private bankers
• Annual staff retention rate

Please expand on your specific business model and domestic clients acquisition as well as retention strategy in Switzerland

Please expand on the other strengths that enable your institution to excel and stand out

SPONSORSHIP OPPORTUNITIES

To enquire about sponsorship opportunities for the conference, please contact:

Ben Lloyd-Davies
T: +44 (0) 20 7936 6552
E: BenLloyd-Davies@arena-international.com

To enquire about marketing opportunities for the conference, please contact:

Kadin Luong
E: kadin.luong@arena-international.com


SPEAKING OPPORTUNITIES

The Private Banking & Wealth Management Switzerland programme is written in collaboration with the industry, if you would have a case study, idea or just a comment, please contact:

Amy Malkani
T: +44 (0) 20 7947 2988
E: amy.malkani@arena-international.com