ACCLAIM
RECENT RESEARCH OUTPUT
Technology & Operations Trends in Wealth Management 2024
(in partnership with Alpha FMC)
This 12th edition of WealthBriefing’s Technology & Operations Trends in Wealth Management report, created with Alpha FMC, provides a global overview of how digital transformation is reshaping the wealth management sector. Firms across various regions are leveraging technology to enhance operational efficiency and client experience, while navigating evolving client expectations, regulatory changes, and a complex economic environment.
Philanthropy Evolved: How High-NetWorth Individuals are Redefining Giving, Ethics and Impact (in partnership with Jersey Finance)
Philanthropy is undergoing a profound transformation as high-net-worth (HNW) individuals redefine traditional notions of giving, ethics, and impact. This report delves into these shifts, offering a comprehensive analysis of emerging trends, generational influences, and the evolving dynamics between wealth, altruism, and social responsibility.
The Bahamas: A Complete and Compelling Choice (in partnership with The Bahamas Financial Services Board)
The Bahamas stands out as a premier destination for business, blending political stability,
innovative financial structures, and an exceptional lifestyle. This report offers an in-depth exploration of its unique advantages as a financial hub, from wealth planning tools to cutting-edge FinTech initiatives, alongside its unparalleled appeal for high-net-worth individuals and global investors.
External
Asset Managers in Asia - New Directions for Rapidly-Expanding Sector (in partnership with UBS)
Our second report examining the growth of Asia’s EAM sector, covering both the powerhouses of Singapore and Hong Kong, and emerging markets like Thailand and the Philippines. This study looks at the growth prospects for independent advisors in the round as they seek to tap the region’s booming wealth and growing client acceptance of the EAM model.
Family Office Focus: An Update of the Industry's Efficiency in Accounting and Investment Analysis (in partnership with FundCount)
A deep dive into the key technological and operational challenges facing family offices in their accounting and investment analysis activities. Based on surveys and interviews among family offices managing over $72 billion in assets, this is an invaluable benchmarking tool for the sector which presents fascinating insights into future developments from a range of industry experts.
Winning Women in MENA
(in partnership with First Abu Dhabi Bank)
This ground breaking new research examines the growth of female entrepreneurship in the region. More specifically it looks at how women are driving family office strategy as well as the relationship between MENA’s UHNW female clients and the wealth management industry.
Applying Artificial Intelligence in Wealth Management - Compelling Use Cases
Across the Client Life Cycle
(in partnership with Finantix & EY)
This comprehensive report identifies elements of the institution and advisor’s workloads that are ripe for AI amelioration, and points the way for firms seeking to maximise the competitive advantages offered by new technologies. AI experts and senior industry executives enrich each chapter, answering crucial questions on risk, KYC/AML, compliance, portfolio management and more.
Technology Traps
Wealth
Managers Must Avoid (in partnership with EY)
With EY providing the overview, this report draws on the front-line experience of many of the technology sector’s biggest names, in recognition of the fact that they are the ones going in to solve wealth managers’ most pressing problems and have typically seen the ramifications of firms’ choices play out numerous times – not to mention in various contexts globally.
Foreword
STEPHEN HARRIS CEO, WealthBriefing
This fifth edition of Acclaim evidences and celebrates the importance and vibrancy of the External Asset Manager market in Switzerland. In our twentieth year, we at WealthBriefing see it as an honour and a privilege to be part of an eco-system supporting and servicing such an important sector of the world’s most prestigious wealth management jurisdiction.
These awards mark achievement in an industry that really is a community of interdependences with the EAMs and their clients at the very centre. Custodian banks, technology companies, trust companies, lawyers and accountants all form part of this network and are similarly honoured and recorded in this edition.
I would like to personally congratulate all the winners whose success in these awards has been bestowed by an independent expert judging panel consisting principally of executives from custodian banks operating in the sector. This panel is particularly deserving of the thanks which I take great pleasure in extending.
OVERVIEW OF THE SWISS EXTERNAL ASSET MANAGEMENT INDUSTRY
The essence of external asset managers is their affinity with their client base, and this is reflected in the variety of categories that are showcased in this program which celebrate success not only in terms of size but also type and affinity of client groups.
In the final analysis though, it’s the people in the successful businesses that make the difference, and these awards also celebrate remarkable people at the highest
level who have created and developed businesses whilst inspiring colleagues, clients and the wider industry.
Lastly, I’d like to thank all our commercial partners, many of whom work with us in other markets too. Your support is invaluable and very much appreciated by all of us at WealthBriefing and the wider wealth management community.
The Judging Panel
Our global awards program is built on the independence of our judges. For the WealthBriefing External Asset Management (EAM) Awards, the judges were invited from partners in the custodian banks, technology companies and other service providers. Each judge signed an NDA to ensure that all the information they received in the submissions is kept in the strictest of confidence.
NADIA BARGETZI
Deputy Head of Wealth Management Banque Internationale à Luxembourg (Suisse) SA
ALAIN ESSEIVA
CEO and Co-Founder Alpadis Group
ANNE LIEBGOTT Founder AW+SWITZERLAND
MARK BRANSTON
Private Banker and Team Leader (Multi Family Office, EAM and Corporates)
Barclays Private Bank
RICARDO GUTH
Branch Manager
CBH Compagnie Bancaire Helvétique SA
LAURENT PELLET
Limited Partner, Global Head of EAM Lombard Odier
DUPONT Managing Partner WIZE by TeamWork
JAUFEERALLY Senior Relationship Manager The Mauritius Commercial Bank
PIERRE
HASSEN
GARY TIERNAN CEO Various
WINNER: Accuro
WINNER: Alpen Partners | Alpen Partners International
WINNER: Apricus Finance
WINNER: Capitalium Wealth Management
WINNER: DECALIA SA
WINNER: Descartes Finance AG
WINNER: Edmond de Rothschild Asset Management
WINNER: Erlen Capital Management
DIFFERENT BY DESIGN
Accuro specialises in trust structures for high net worth individuals and families seeking to responsibly preserve wealth across generations.
Being founder, management and staff owned, Accuro has the freedom to pursue its mission with passion. The way we operate and who we partner with, can only be made possible by our independence.
Accuro. We Care.
Natacha Onawelho-Loren Managing Director Accuro
Accuro offers trustee, corporate administration and private office services to families and entrepreneurs globally, and takes responsibility for the implementation and the management of a wide variety of wealth planning structures, with sustainability and purpose at the heart of our strategy and culture.
We are proud to be 100% owned by our founders, management and staff, the latter through an EBT holding 9.4% of the Group. This innovative ownership structure aligns our team with our philosophy and values as a firm.
What was the winning formula of your firm/you that explains why you won?
When trustees think about the “best interests” of their beneficiaries, it is typically the financial interests of the beneficiaries that they consider.
Trusts are commonly a means of imparting wealth and security from one generation to the next. But in a world that is changing before our eyes, from a human-made climate crisis to global pandemics, wars and unprecedented wealth inequality, financial security is no longer enough.
Clients expect strong performance from their assets, but they, and their children and grandchildren are increasingly aware of and concerned about global crises and are keen that their legacy be a contribution to the solution while avoiding the potential pitfalls of unevolved businesses. Being mindful of individual investments and overarching strategies isn’t just about being good, it is good business too.
What sort of challenges did you surmount to reach this level and how have you been able to succeed in such fast-moving circumstances?
We recognise that unless the wider industry and its systems also evolve to be more aligned to ESG, true impact will be limited. We are heavily involved in initiatives to raise industry-wide expertise in sustainable finance, contributing to the development of a strong ecosystem and platform for delivering positive social and planetary change.
Accuro sponsored the creation of Transforming Finance for Good, a pioneering training course specifically focused on sustainable finance for offshore financial centres. This programme upskills and empowers financial services practitioners. Last year we worked with sustainable consultancy graduates of the EADA business school to find an accessible way to frame the sustainable finance narrative with clients.
Through our involvement in the STEP inter-disciplinary working group on the Responsible Stewardship of Wealth, our Geneva-based CEO and his cocollaborators are spreading the message that trust structures can and should be compatible with a more holistic and stakeholder-considerate approach to wealth management.
What
are you going to do to remain competitive and stay ahead?
At Accuro, rather than gate-keeping knowledge to preserve our professional edge, we believe in shedding light on sustainable finance, using our voice and our values to catalyse systemic change.
We will stay ahead by delivering a consistent high calibre of work, maintaining our strong client relationships (with strict limits on the number of clients per director), continuing to lead the sustainable finance conversation, and collaborate with regulators to encourage frameworks to guide and uplift our whole industry.
How do you hope your firm will benefit from getting this award?
Team
This award will help raise awareness of our efforts both in Switzerland and in the wider industry. Not only does it highlight our commitments and attract likeminded talent and clients, we believe that it can also be a lever for inspiration and systemic change within our professional networks.
Pierre Gabris Founder CEO
Innovating Global Wealth Management for North American Clients
What drives your firm's success and winning formula?
As Founder & Managing Partner of Alpen Partners | Alpen Partners International, I have been honored as Chief Executive Officer of the Year. My guiding principle is simple: "Hard work, no magic." This reflects the our ongoing dedication and expertise driving our firm's continued success in the Swiss-based yet globally diversified wealth management industry.
Alpen Partners | Alpen Partners International, an independent Swiss wealth management boutique stands as a leader in financial advisory and global wealth planning, also serving Canadian and American clients with an unwavering commitment to regulatory compliance, personalised service, and innovative financial solutions.
A key milestone was obtaining the Canada License as a Portfolio Manager in 2023, complementing our registration with the U.S. Securities and Exchange Commission as an Investment Advisor. These regulatory credentials enable us to offer unrestricted, compliant wealth management services, helping North American clients to diversify internationally and mitigate home-bias risk. Our expertise extends beyond investment management to include citizenship and residence planning for Switzerland and other global destinations.
Our success is underpinned by a growing team of around 50 multi-cultural professionals with extensive experience and deep market knowledge. Operating from strategically located offices in Zurich, Geneva, Lugano, and Bäch/Wollerau (headquarters), we provide private wealth management services tailored to each client's unique financial needs. Whether through our diligent Portfolio
Pierre Gabris CEO
Alpen Partners | Alpen Partners International
Winner
• Servicing North American Clients • Chief Executive Officer (CEO)
Management team or award-winning Private Clients Services division, we remain dedicated to delivering exceptional service.
How does your team contribute to your success?
Our team is our greatest asset. Under my leadership, we embody the firm’s guiding principle: "Hard work, no magic." Our professionals build long-term client relationships, traveling regularly to the U.S. and Canada to provide personalised advisory services. Unlike larger institutions, we ensure each client receives individualised attention, guiding them through the intricacies of international wealth management, often new for North American investors.
What is your strategy for maintaining a competitive edge?
Our forward-thinking approach revolves around continuous investment in expertise, transparency in regulatory compliance, and a strong commitment to personalised client service. By staying ahead of industry trends and anticipating our clients’ evolving needs, we maintain a competitive advantage in wealth management.
A key component of our strategy is our specialised advisory service for high-profile clients, including professional athletes and entertainers, who require intensive financial planning aiming to secure their long-term financial well-being.
What does winning this award mean to you and your team?
This prestigious recognition from the WealthBriefing Swiss EAM Awards 2025 reaffirms our firm’s dedication to excellence, innovation, and client-centric service. It reflects the collective effort of our talented team, whose expertise and dedication drive our success. My accolade as Chief Executive Officer of the Year further highlights my leadership in the wealth management industry.
AlphaSwiss: Leveraging Deep Cultural Insights and Core Values to Drive Success
Winner
• Servicing MENA Clients
Yann Labry CEO and Executive Board Member AlphaSwiss Partners
What was the winning formula of your firm/you that explains why you won?
Understanding a country's culture, traditions, and business environment is essential for building strong relationships and fostering successful business growth. With over 30 years of experience serving clients across the Gulf, particularly in Saudi Arabia and the UAE, AlphaSwiss has been a trusted partner across nearly four generations of clients and their families. This experience helped us gaining deep insights into local values, communication styles, and market dynamics, we can navigate cultural nuances effectively, establish trust, and create meaningful connections. This understanding enables us to tailor our approach, align with local expectations, and identify opportunities for collaboration into this booming region. By respecting and embracing cultural diversity, we not only strengthen our network but also enhance our ability to develop sustainable and impactful business partnerships. Furthermore, our long-term and strong reputation enhances our ability to expand our network and increase our visibility across the Gulf region. A well-established reputation fosters trust, attracts new opportunities, and strengthens relationships with key clients and families. It positions us as a reliable and respected partner, making it easier to engage into discussions. This credibility not only drives growth but also reinforces our commitment to excellence and long-term success in the region.
Please describe how your colleagues made a difference?
At AlphaSwiss, our core values define our culture and guide every action we take. Integrity, responsibility, competence, and an unwavering commitment to our clients are the pillars upon which we build our relationships and services within the different teams. These principles are not merely statements; they are the foundation of our identity and the standard by which the whole AlphaSwiss Team operate. We place great emphasis on recruiting
professionals colleagues who not only possess strong technical expertise but, more importantly, align with our values. This ensures a cohesive and dedicated team, united by a shared commitment to excellence and client satisfaction.
Integrity: We conduct all transactions with honesty and transparency, providing our clients with reliable services they can trust.
Responsibility: We take our commitments seriously, recognising that every decision we make impacts our clients, employees, and the reputation of our company.
Competence: We are dedicated to maintaining the highest standards of professional excellence. Continuous learning and market analysis enable us to provide informed, relevant, and strategic advice.
Client Commitment: Our clients are at the center of everything we do. We take the time to understand their needs and aspirations, delivering customised solutions that exceed expectations.
The name "Alpha" in AlphaSwiss reflects our relentless pursuit of value creation. Whether through innovation in financial products, optimisation of internal processes, or a proactive and personalised approach to client service, we are committed to delivering excellence at every level of our organisation.
What are you going to do to remain competitive and stay ahead?
To remain competitive in the evolving financial landscape, we embrace innovation, personalisation, sustainability, and collaboration. By leveraging cutting-edge technology, investing in top talent, and prioritising customer-centric solutions, we adapt to changing market demands while effectively managing risk. Our commitment to excellence and forward-thinking strategies enables us to build lasting trust and consistently deliver exceptional value.
30 Years of Wealth Empowerment for Families and Individuals
François Struye De Swielande CEO & Shareholder Apricus Finance SA
This year, Apricus Finance SA proudly marks 30 years at the forefront of independent wealth management. Since 1995, we have been advising and supporting our clients with tailored Wealth Management, Asset Management, and Family Office services.
Our family-focused philosophy allows us to go beyond the usual financial strategies. We understand the human, entrepreneurial, and generational factors that shape financial decision-making. This perspective enables us to provide thoughtful, long-term guidance, ensuring that our clients receive discreet, first-class financial solutions tailored to their goals.
What is the winning formula of your firm that explains why you won?
The challenges our industry faces are around agility, technology and performance. Over time, we have built a seasoned investment team, averaging 25+ years of experience – which our clients count on to navigate through tough and challenging market conditions - consistently delivering to our clients.
Our exceptional technology platform is at the centre of our success, supporting our investment offering and delivering state of the art reporting to our clients. Of key importance is the client experience. Clients don’t just feel like another client, but rather a part of the Apricus family.
What are you going to do to remain competitive and stay ahead?
Our size and flexibility allow us to react fast to the changing dynamics of the wealth management industry and the ever-developing market environment.
Please describe how your colleagues make a difference?
We believe that there are three key aspects to this. As mentioned above, our colleagues are very experienced, bringing a career’s worth of market knowledge to their roles and, importantly, having lived and worked through numerous market cycles and geopolitical events.
Secondly, as with our clients, colleagues feel a part of the Apricus family. Thirdly, in an industry it is frequently called into question, clients’ interests are always front and centre of everything we do at Apricus Finance.
How do you hope your firm will benefit from getting this award?
There are many excellent EAMs based in Geneva. We do not seek to compete head-on with them. We adhere to our company’s founding philosophy, vis-à-vis our clients and our approach to portfolio management. Our values reflect those of successful family-owned businesses, which are at the core of our philosophy. As a family-owned company, we believe in: Continuity, Alignment of Interest and Long-Term Value Creation. We believe this ensures that we continue to be highly relevant to existing and prospective clients.
• Based in Geneva Winner
We combine long-term wealth protection with innovative and creative solutions. The keys to our continued success are a combination of our expertise, our market conscious approach to investing and our strategic and thematic convictions, all coupled with a flexible and opportunistic investment DNA, with our clients’ goals remaining front and centre.
Winning this award is validation of all that Apricus Finance does continually in striving to be a best practice wealth & asset management industry leader. The award also helps individuals get a sense for why they might wish to consider joining the Apricus Finance client family.
Capitalium’s Independence and Investment Freedom sets New Standards for Clients
Alain Zell Chief Executive Officer Capitalium Advisors SA
Capitalium won the category of Next Gen Programme in the WealthBriefing Swiss EAM 2025 Awards. The firm develops solutions that are tailored for clients whether they are families, entrepreneurs or Millennials. The firm tries to simplify the financial lives of clients as far as possible.
The organisation is based in Geneva and advises Swiss and international clients on financial and non-financial aspects of asset management. Company wise, we stick to our objective to offer a value-adding platform for wealthy families looking to set-up a robust financial strategy. As an independent structure, we benefit from an absolute freedom to shape tailor-made solutions.
How have your colleagues contributed to the success of your organisation?
We maintain a start-up-like environment through a culture of innovation. We work on connecting each member of the team with our mission to transform the wealth management industry and to offer to our clients a unique financial experience.
In order to achieve our goals, complementarity of skills and characters has proven crucial to develop the company. Diversity is a key factor.
What will you do to keep to the standard of an award-winner and push ahead in the future?
To become an award-winner is not an objective, but rather the consequence of business practices that have been turned into a successful business model. Or, at least, the testimony that you are doing something that is creating some value for your clients.
Our vision remains intact and we intend to continue to invest every penny we earn to support our development and attract talented people who share our values and vision.
Whom do you look up to for inspiration and examples to emulate and compare yourself against, either inside or outside the wealth management industry ?
Without any doubts, benchmarks and inspiration come from outside our industry. It is unlikely changes will emerge from within our sector. The vast majority of participants are facing profitability issues and fight for a status quo. As a consequence, there is no chance to find any inspiration under these conditions.
The wealth management sector has suffered from a lack of governance and entrepreneurship that created inertia. The divergence between outputs that would become commoditised and the one that will protect a high value proposition is getting bigger. We are in the game for the second option!
What do you hope will be the main consequence of achieving this accolade?
The more people can get to know about our business model and the new standards Capitalium are raising, the better. The perception of the industry about what we do is something we do not pay a lot of attention.
Only the clients decide whether your value proposition make any sense. In that respect, the award can act as a testimony that we do deserve to have a close look at.
Innovating the Future of Embedded Finance: An AwardWinning Formula for Success
Dr. Adriano B. Lucatelli Founder and CEO Descartes Finance AG
What was the winning formula of your firm that explains why you won?
Our success lies in delivering scalable, customised embedded financial solutions that empower B2B clients to expand their offerings – without the complexity of building financial infrastructures from scratch. By combining agility, cutting-edge technology, and a relentless focus on customer-centric innovation, we have carved out a distinct position in the market.
Please describe how your colleagues made a difference?
Our team is the driving force behind our success. Their ability to innovate, collaborate, and stay laser-focused on client needs has been instrumental. From developing a robust platform to strengthening relationships with our partners, their adaptability and dedication ensure we remain at the forefront of the industry.
What are you going to do to remain competitive and stay ahead?
Staying ahead in such a dynamic landscape requires continuous innovation. We will keep pushing boundaries with emerging technologies, expanding strategic partnerships, and maintaining our deep commitment to understanding and anticipating client needs.
What sort of challenges did you surmount to reach this level, and how have you been able to succeed in such fast-moving circumstances?
The financial sector is fast-evolving, with intense competition, rapid technological advancements, and ever-changing regulatory requirements. We have overcome these challenges by staying agile, proactive, and customer-focused. Rather than viewing obstacles as setbacks, we see them as opportunities to grow, refine our strategies, and further strengthen our market position.
Who inspires you, either inside or outside your organisation?
I draw daily inspiration from our team –their passion, dedication, and ability to turn vision into reality. Outside of work, I find inspiration in Steve Jobs, whose ability to merge innovation with simplicity revolutionised multiple industries. His approach to anticipating customer needs and creating transformative solutions resonates deeply with our own philosophy.
How do you hope your firm will benefit from getting this award?
This award is a powerful validation of our strategy and hard work. It enhances our credibility in the industry, energises our team, and strengthens our position as a leader in embedded finance. Additionally, it opens doors to new partnerships and attracts top talent who want to be part of an organisation that is shaping the future of financial solutions.
Where do you see the wealth management industry and your part of it going in the next five years?
The wealth management industry is on the brink of significant transformation, driven by technology and embedded finance. In the next five years, we expect wealth management to become more accessible, integrated, and tailored to individual needs. Our role will be to lead this shift, embedding innovative financial solutions seamlessly into businesses and creating long-term value for all stakeholders.
We are Committed to an Active, Conviction-Driven Investment Approach
Edmond de Rothschild Asset Management has built a strong identity in the asset management industry. What sets your approach apart in this market?
At Edmond de Rothschild Asset Management, we are committed to an active, conviction-driven investment approach focused on long-term value creation. Our expertise spans liquid markets – including equities, fixed income, and multi-asset strategies – and private markets, such as infrastructure investment, private debt, and private equity. This dual expertise enables us to meet the need of a broad base of institutional clients, distributors, and intermediaries for several decades. Our core strengths lie in deep research, rigorous opportunity selection, and an integrated risk management framework, allowing us to generate attractive risk-adjusted returns while remaining agile in a rapidly changing market environment.
You recently won the 'Servicing French Clients' award. How is your development in the French market evolving, and what are your strategic priorities?
France remains a crucial and historical market for us, and we have strengthened our foothold among our clients. Our indepth market expertise enables us to anticipate and meet their evolving demands for investment solutions that deliver both strong financial performance and positive impact. For instance, we recently launched the EdRS Global Resilience fund, a thematic international equity fund, designed to invest in the foundations of our society, capitalising on robust companies and sectors amidst economic and geopolitical uncertainties. Furthermore, we have expanded our private markets offer with a new strategy, making private equity accessible to private investors via life insurance. Lastly, we launched a new target maturity strategy in 2024 to cater to those investors seeking enhanced yields.
What key takeaways do you draw from the past year in terms of market positioning and performance?
Despite a challenging environment marked by important performance gaps between Europe and the US and growing competition from low-cost products like ETFs, Edmond de Rothschild Asset Management has managed to secure solid results. A significant insight is that two-thirds of our open funds have been ranked among the top performers in 2024, according to Morningstar categories, placing them in the 1st and 2nd quartiles. Noteworthy funds such as EdRS US Solve, EdRS European Smaller Companies, and EdRS Tricolore Convictions have achieved top decile status, highlighting our strategic acumen in fund management.
The performance of EdRS Tricolore Convictions, in particular, stands out. By strategically investing in innovative, agile, and market-leading companies that reflect the dynamism of the "Made in France", the fund recorded particularly positive results in 2024. This achievement was realised despite the economic and political challenges that have impacted the French market over the past year
What are your outlook and priorities for the coming months in asset management?
In 2025, we stay committed to conviction-driven active management. We will focus on a selection of strategies that stand out for their added value, their differentiating positioning, the interest they arouse among clients, and the quality of their track record.
In Private Markets, we continue to have major ambitions to develop our private equity, real estate and infrastructure debt activities. Several of these strategies will be the focus of active marketing campaigns throughout the year.
In terms of business strategy, we aim to grow our presence in France while bolstering international development, particularly in Europe, the Middle East, and Asia.
Global Head of Disitribution
Marie Jacot
Edmond de Rothschild
Telephone: +41 44 267 99 47 info@erlencapital.com, www.erlencapital.com
Erlen Capital Management AG: Merging Tradition & Innovation in Asset Management Since 1995
Bruno Schneller Managing Partner
Erlen Capital Management AG
Since 1995, Erlen Capital Management AG has been combining tradition with innovation in the asset management industry. Based in Zurich, we specialise in personalised wealth management for individuals, families, and institutions. Our independence, transparency, and flexibility ensure that we consistently meet our clients’ unique needs. Our team’s deep expertise and client-centric approach make us a trusted partner for long-term financial success.
What was the winning formula of your firm that explains why you won?
Our success is built on strategic independence, client-focused solutions, and a commitment to continuous innovation. By prioritising our clients' interests and remaining agile in decision-making, we stay ahead in a competitive market. Our deep expertise enables us to identify emerging opportunities, ensuring we deliver impactful solutionstailored to our clients' needs.
What are you going to do to remain competitive and stay ahead?
To remain competitive, we continuously enhance our team's expertise by investing in ongoing professional development and fostering a culture of innovation. By integrating cutting-edge tools and systems, we strive to optimise operations and deliver tailored solutions that align with our clients' evolving needs. Our commitment to agility and adaptability ensures we stay ahead in the dynamic wealth management industry.
What sort of challenges did you surmount to reach this level and how have you been able to succeed in such fast-moving circumstances?
We’ve faced challenges like market volatility, evolving regulations, and the need to adapt to emerging technologies. Overcoming these required evolving our
approaches to maintain agility. By focusing on clients’ evolving needs and fostering a culture of innovation, we’ve successfully adapted and continued to deliver exceptional results, embracing technology and our core values of independence and transparency.
Who inspires you, either inside or outside your organisation?
Internally, I’m continually inspired by our talented team, whose dedication and passion fuel our success. The mutual respect and collaboration we share enable us to innovate and overcome challenges. Externally, I’m inspired by leaders who drive change through innovation while maintaining ethical responsibility. Their commitment to sustainable growth reinforces the importance of blending innovation with responsibility in wealth management.
How do you hope your firm will benefit from getting this award?
This award enhances our reputation and visibility in the wealth management industry. It highlights the hard work and dedication of our team, boosting credibility and attracting new clients and professionals who share our vision. Recognition will also open doors for new partnerships and opportunities, enabling us to expand our network and further elevate our services.
Where do you see the wealth management industry and your part of it going in the next five years?
In the next five years, the industry will focus on sustainability, digital transformation, and increasingly personalised services. Technological advancements, particularly in AI, will redefine wealth management. The demand for tailored, transparent portfolio management solutions will continue to grow. Erlen Capital Management AG remains committed to integrating innovation with tradition to deliver exceptional outcomes for our clients.
Direct Investment Program: Reaching New Heights in Private Markets with Goldbach Capital
Our deep market knowledge and strategic agility set us apart. Through thorough research, comprehensive due diligence, and strong industry partnerships, we consistently navigate the private market environment to align with our clients' investment goals. By staying ahead of market trends and uncovering emerging opportunities, we deliver innovative alternative investment solutions, including direct investments, pooled offerings, and access to top-tier asset managers.
Equally important is our client-first philosophy. Trust, transparency, and tailored service are at the heart of everything we do. By understanding each client’s unique needs and aspirations, we craft investment strategies that align with their long-term financial objectives. This commitment to excellence cements our reputation as a trusted partner in wealth management.
How
does
your team contribute to your success?
Our team, led by Pierre Gabris, Founder & CEO, is composed of 14 dedicated professionals who share a singular vision: aligning our interests with those of our clients. We invest our own capital and time in every opportunity, ensuring that our commitment to performance is deeply personal. This approach fosters accountability and shared success, reinforcing our dedication to long-term value creation rather than short-term gains.
Operating independently, we make decisions solely in our clients’ best interests, free from external influence, enabling us to maintain a consistent focus on delivering sustainable investment outcomes with the goal to secure financial growth for our clients.
What
is your strategy for maintaining a competitive edge?
At Goldbach Capital, staying ahead requires a multi-dimensional strategy centered on innovation, agility, and expertise. We continuously invest in research and development to anticipate market shifts, harnessing data-driven insights and advanced analytics to identify lucrative investment opportunities. Our ability to adapt swiftly enables us to remain at the forefront of changes.
Strategic partnerships also play a key role in our competitive positioning. By collaborating with industry leaders and experts, we gain access to exclusive investment opportunities and specialised knowledge that enhance our program. Our culture of continuous learning and innovation enables our team to drive value creation and optimise portfolio performance. This forward-thinking approach allows us to deliver superior results for our investors.
What drives your firm's success and winning formula?
Goldbach Capital's success stems from our unwavering commitment to delivering outstanding private market investment opportunities. In our direct investment program, we leverage our expertise to provide clients with exclusive, high-performing investment opportunities. Our rigorous selection process ensures that we identify only the most promising investments, prioritising quality over quantity to maximise returns for our clients.
What does winning this award mean to you and your team?
Receiving this prestigious award in 2025 is a significant milestone for our team, reaffirming our dedication, vision, and pursuit of excellence in the private markets space. It serves as both a recognition of our achievements and a catalyst for continued growth and innovation. This accolade strengthens our resolve to push boundaries, refine our strategies, and create even greater value for our clients.
www.HyposwissAdvisors.ch info@advisors.hyposwiss.ch
Office address: Rue Bovy-Lysberg 10 - Mailing address: Bd du Théâtre 10
1204 Geneva - Switzerland
Tel.: +41 22 310 76 40
Hyposwiss Advisors: A Winning Formula for Trust, Excellence and Industry Leadership
In the competitive world of wealth management, our firm has built a winning formula centered on personalised service, deep client relationships, and strong ethical values. This approach has set us apart from competitors, fostering trust and loyalty among our clients and earning us recent industry recognition.
Our success is driven by the entire Hyposwiss Advisors team. Each member brings unique strengths and perspectives, contributing to a holistic approach to client service. Our front office team takes the time to understand each client’s individual goals and values, ensuring that we provide tailored advice. This personalised service fosters strong connections and allows us to offer solutions that align with our clients’ unique circumstances. A collaborative culture within our firm encourages open dialogue and ideasharing, empowering us to develop innovative strategies to meet our clients’ diverse needs.
To stay competitive, we prioritise continuous improvement and professional development. Training and mentorship are key to keeping our team informed about industry trends and best practices. This commitment to growth enhances our expertise and enriches the client experience, ensuring we are well-equipped to navigate complex financial landscapes. Additionally, we focus on building long-term client relationships, recognising that trust and communication are fundamental to loyalty and satisfaction.
Our journey has not been without challenges. Market fluctuations, regulatory changes, and evolving client expectations have tested our adaptability. However, our resilience has allowed us to overcome these obstacles. By remaining proactive and client-focused, we have refined our strategies and strengthened our service delivery. Each challenge has served as an opportunity for growth, reinforcing our commitment to excellence.
Winner
• Client Service Team
Hyposwiss Advisors SA
A key source of motivation for our team is the collaborative spirit that defines our organisation. We value an environment where every team member feels empowered to contribute, fostering creative problem-solving and enhancing our effectiveness in serving clients. Additionally, we draw inspiration from industry pioneers and thought leaders whose dedication to client advocacy reminds us of the impact we can have on our clients' financial well-being.
Receiving this award is not just a recognition of our achievements – it is an opportunity to further solidify our position in the industry. We hope this accolade will enhance our reputation, attract new clients, and strengthen existing relationships. It validates our hard work and dedication to providing exceptional service.
Looking ahead, we anticipate shifts in the wealth management industry, particularly in response to changing client preferences and societal trends. Ethical and socially responsible investing will continue to gain prominence as clients seek to align their financial decisions with their values. Our firm is committed to integrating these considerations into our advisory process, ensuring we remain attuned to evolving client needs.
In conclusion, our success stems from our commitment to personalised service, deep client relationships, and strong ethical standards. With a dedicated team and inspiration from industry leaders, we are well-positioned to navigate the challenges ahead. As we look to the future, our focus remains on delivering exceptional value to our clients, ensuring our firm continues to thrive in the ever-evolving wealth management landscape.
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WINNER: Goldbach Capital
WINNER: Hyposwiss Advisors SA
WINNER: IMT Asset Management (IMTA)
WINNERS: Goldbach Capital & Alpen Partners
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WINNER: Infront
WINNER: MFM Mirante Fund Management SA
Award–Winning Asset Management for Demanding Wealth
IMT Asset Management AG has received the WealthBriefing Swiss EAM Award 2025 in the category “Based in Liechtenstein”
Since 1999 we have exemplified independent discretionary wealth management at the highest level. Our team combines solid experience with strong innovatory spirit, expert knowledge and vision. We develop and manage portfolios precisely tailored to the needs of each client. Handling international and complex wealth is a particular speciality of ours. Receiving the Wealth Briefing Award once again testifies to our outstanding work and strengthens our resolve to continue on our successful path.
Let’s get to know each other!
IMT Asset Management AG
Austrasse 56 · 9490 Vaduz
Fürstentum Liechtenstein
asset@imt.li
Member of the IMT Group www.imt.li
IMT Asset Management: Excellence in Asset and Fund Management
IMT Asset Management is a distinguished asset and fund management company headquartered in Liechtenstein. Established in 1999 by an entrepreneurial family, the firm holds an Alternative Investment Fund Manager (AIFM) license and specialises in providing investment services to international family offices, entrepreneurs, and private wealth owners. As part of the IMT Group, IMT Asset Management benefits from a comprehensive wealth management ecosystem that includes trust and family office services, as well as legal and tax advisory.
With approximately CHF 1.5 billion in assets under management, 80% of our portfolios are allocated to liquid multi-asset class investments, while the remaining 20% is dedicated to private markets. Additionally, we offer investment controlling and reporting services, ensuring transparency and oversight for our clients.
What was the winning formula behind your success?
Our success is rooted in our unwavering client-centric approach, which has allowed us to build long-term relationships—often lasting for decades – based on trust and integrity. Our philosophy, “Preserving Values – Shaping the Future“ is built on six key pillars: Expertise, Sustainability, Transparency, Independence, Flexibility, and Personality. Key differentiators that contributed to our award-winning performance include:
• Tailored Investment Strategies: We excel at structuring portfolios that are precisely aligned with the unique needs of our clients.
• Expertise in Private Markets: We manage sizable private markets portfolios, leveraging our global network to provide access to exclusive investment opportunities, including funds, direct investments, and co-investments.
• Innovative Fund Structuring: Recognising the advantages of regulated fund structures early on, today, 85% of our AuM are held in UCITS or AIF-regulated investment funds.
• Comprehensive Family Office Services: Through close collaboration with our IMT Group sister companies, we offer a holistic range of family office solutions, including asset
Winner
• Based in Liechtenstein
IMT Asset Management AG
structuring (trusts, foundations, private label funds, and corporate entities), family governance advisory, strategic wealth structuring, and sophisticated reporting and accounting services.
How did your team contribute to this achievement?
Our success is the result of a dedicated and highly skilled team. Every member plays a crucial role in delivering excellence to our clients. We take pride in our strong investment team, the expertise of our investment committees, and the strategic guidance provided by our board of directors, which includes respected external experts. Asset management demands an open-minded approach, and we continuously challenge our perspectives by integrating insights from leading research institutions. Our disciplined portfolio monitoring and rigorous investment analysis ensure that we remain agile and responsive to market dynamics, consistently delivering value to our clients.
What are you going to do to remain competitive and stay ahead?
At IMT Asset Management, staying ahead requires innovation, adaptability, and a client-first approach. We focus on:
1. Enhancing Investment Expertise – We refine our strategies by leveraging advanced data analytics, global research, and disciplined risk management to deliver superior risk-adjusted returns.
2. Strengthening Private Markets Access – Our extensive network of blue-chip and boutique private equity managers provides clients with first class investment opportunities.
3. Leveraging Technology – By investing in cutting-edge portfolio management and reporting tools, we enhance transparency, efficiency, and tailored insights.
4. Expanding Family Office Services – In collaboration with our IMT Group sister companies, we provide holistic wealth structuring, governance advisory, and private label fund solutions, addressing the complex needs of ultra-high-net-worth families. By staying agile, independent, and forward-thinking, we ensure that our services evolve with our clients' needs, securing our competitive edge in an ever-changing market.
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Lifetime Achievement in Wealth Management: A Visionary Approach to the Future of Finance
What was the winning formula that explains why you won?
My career has spanned academia, investment banking, global asset management, private banking, and, for the past almost ten years, leadership at IMT Group, a specialised wealth management boutique. This diverse experience – ranging from research to client advisory and portfolio management – has shaped my expertise and ability to navigate complex financial markets.
A strong commitment to continuous learning and industry collaboration has also played a key role in my success. As President of the CFA Society Liechtenstein, I engage with a global network of investment professionals, exchanging insights and advancing best practices. Lately, I’ve focused on key industry themes that are critical to long-term wealth management success, including:
• Building resilient asset allocations that perform across market cycles.
• Maximising private market opportunities while managing their unique risks.
• Leveraging private label funds as an effective vehicle for multi-generational wealth structuring.
• Drawing lessons from US endowments to enhance private wealth management strategies.
Ultimately, success in wealth management requires a forward-thinking, adaptable approach, backed by deep expertise and a commitment to delivering real value to clients.
Who inspires you, either inside or outside your organisation?
Rather than highlighting individuals, I prefer to acknowledge the collective influence of many exceptional professionals who have shaped my thinking. My early years in academia exposed me to rigorous analytical approaches, while my career in investment management has been enriched by mentors, peers, and thought leaders who challenge conventional wisdom.
I find inspiration in those who embrace change, push boundaries, and continuously seek to improve – whether in finance, technology, or other fields. The investment industry thrives on intellectual curiosity, and I am grateful for the many people who have contributed to my perspective and professional growth.
Where do you see the wealth management industry and your role in it over the next five years?
The wealth management industry has undergone profound transformation in the past decade, and the next five to ten years will bring even greater challenges and opportunities. Several forces will shape the future:
• Regulatory Complexity & Taxation – Navigating evolving global tax frameworks and regulatory initiatives will require ever-more sophisticated wealth structuring solutions.
• Technology & AI – Artificial intelligence and digital innovation will redefine portfolio management, client interactions, and investment decision-making.
• Geopolitical & Economic Shifts – The transition to a multi-polar world increases market volatility and demands a more flexible, globally aware investment approach.
A defining challenge will be the largest intergenerational wealth transfer in history, with over $84 trillion expected to pass to heirs by 2045. The beneficiaries, primarily Generation Z, make up more than 31% of the global population and have fundamentally different expectations from previous generations. Digital natives with a strong emphasis on sustainability, impact investing, and financial transparency, they will reshape the way wealth management firms operate.
To stay competitive, firms must embrace digitalisation, integrate next-generation investment strategies, and rethink traditional client engagement models. Adaptability, deep expertise, and a client-first mindset will be the keys to long-term success.
Dr. Thomas Trauth CEO and CIO IMT Asset Management AG
• Lifetime Achievement
ICSA: Unity Makes Strength
Victor Viard Chief Operating Officer Intuitae Capitalium SA (ICSA)
ICSA won the category of Family Governance & Stewardship in the WealthBriefing Swiss EAM 2025 Awards. ICSA is the merger of two well-known market players. Intuitae has been successfully advising European High-Net-Worth Families for over 20 years.
Capitalium Wealth Management, one of Switzerland's leading independent wealth managers, has been addressing growing demand from Swiss-domiciled High-NetWorth Families to pivot towards a model that recognises Family Offices as a bastion of efficient family governance.
These combined skills enable ICSA to offer a full range of solutions aimed at creating and supporting Single Family Offices for its high-net- worth clients.
How have your colleagues contributed to the success of your organisation?
We work on connecting each member of the team with our mission to transform the Family Office industry and to offer to our clients a unique financial experience.
Our model addresses one concern for High-Net-Worth Families’ growing complexity, which is also impacting the world of wealth management: that is urging High-Net-Worth Families to steward their wealth to higher standards and plan the future even more thoroughly.
As ownership is handed down to the next generation, we are seeing a new type of leadership advocating a more entrepreneurial approach in the way the capital is managed.
What will you do to keep to the standard of an award-winner and push ahead in the future?
Fully independent and with a proven experience in the field, ICSA has developed a simple, consistent and efficient approach for the creation of dedicated organisations, including establishing a strategic reporting line and recruiting qualified personnel for the entity.
To become an award-winner is not an objective, but rather the consequence of business practices that have been turned into successful business models.
Whom do you look up to for inspiration and examples to emulate and compare yourself against, either inside or outside the wealth management industry?
We have over 20 years’ experience in the creation and development of Family Offices, international asset management, and operational project management.
Our experienced team of over 60 professionals operates from Paris, Brussels, Luxembourg and Geneva. We have a proven ability to build tailor-made solutions adapted to each family and each entrepreneur that places their trust in us.
Our clients have access to our network, methodology and tools designed to help them to save time and money. Last but not least, our entrepreneurial culture and our expertise in family governance are mainly what make us different.
What do you hope will be the main consequence of achieving this accolade?
• Family Governance & Stewardship Winner
As a pioneer in Switzerland, ICSA offers its “Client Families” a proven expertise in the creation of Single Family Offices with a 360-degree vision on wealth management issues.
The more people can get to know about our business model and the new standards ICSA are raising, the better. Only the clients decide whether your value proposition make any sense.
In that respect, the award can act as a testimony that we do deserve to have a close look at.
MFM’s Blueprint for Success: Active Management, Accessible Communication, and Continuous Innovation
What key factors contributed to your firm's success in winning 4 Swiss EAM awards this year?
Frank Crittin: For over 20 years, MFM has been recognised for its expertise in the management of convertible bonds. The complexity of this asset class, requiring strong skills in equities, corporate credit, options, and portfolio construction, has allowed us to diversify our product range and services, from institutional customers to private clients.
Today, MFM team manages 12 distinct strategies:
• 3 multi-assets funds that follow our state-of-the-art risk budgeting methodology.
• 1 sustainable impact bond fund (focusing on green and social bonds).
• 4 global funds investing in the main asset classes: bond, equity, international real estate and alternative strategies.
• 2 convertible bond funds.
• 1 Swiss real estate fund.
• 1 long/short European credit fund.
Our investment strategies, combining quantitative and fundamental approaches typically dedicated to institutional investors, have been warmly received by our private clients. This is demonstrated by an adherence rate exceeding 80% in AuM.
How would you describe your investment methodology as MFM's Chief Investment Officer?
Frank Crittin: To achieve these objectives, we integrate fundamental with data-driven systematic decision tools, minimising emotional bias and enhancing returns. In most of our strategies, we focus on allocating risk rather than capital. Our risk management approach is seamlessly embedded as a core component of the investment process.
Within our multi-asset strategies, our unique methodology aims to clearly separate the allocation decisions from the instrument’s selection. We base our approach on risk budgets, which we apply from selecting individual line items to global asset allocation.
Our winning formula is driven by an active management approach built on a structured investment process. This
enables us to capture key investment premia across asset classes while optimising diversification and risk-return. By combining cutting-edge data science research with fundamental expertise, we remain committed to strengthening strategies resilience and long-term value creation for our investors.
What sets your team apart and drives your success in client communication?
Laetitia Oguey: At MFM, we’re not just a financial services firm – we're a team of real dedicated, down-to-earth people who love what we do. We work together, challenge each other, and push ideas forward to create value to our clients.
Winning the 'Best Client Communications' award means a lot to us. It recognises our efforts in being transparent, creative, and approachable. It also demonstrates the impact we are making in the field of asset and wealth management.
For us, communication isn’t just about numbers, factsheets and reports. Over the past few years, we’ve put our energy into creating engaging content and events - not just to share our expertise but to make complex financial topics easy to understand.
We’ve moved away from the usual corporate banking tone to bring a fresh approach. Our goal? To make finance communication more accessible and – hopefullyinteresting for our clients and partners.
What are you going to do to remain competitive and stay ahead?
Frank Crittin: The entrepreneurial vision driving our strategic decisions pushes us to be forward-thinking and continuously innovating in all the domains. For investment, looking ahead, we believe advanced data analytics will be instrumental in asset management. Our research and cloudbased tools already integrate the latest algorithms in terms of portfolio construction and topological analysis, allowing us to continuously refine and optimise our investment strategies.
We are ready to embrace future challenges and opportunities with great confidence in our ability to navigate the evolving financial landscape.
Frank Crittin - Chief Investment Officer
Laetitia Oguey - Marketing & Communication Manager Mirante Fund Management
Winner
• Assets Between CHF 500 Million - 1 Billion AuM
• Based in Vaud
• Client Communications
• Chief Investment Officer (CIO)
Leveraging Global Expertise, Personalised Service, and Innovation to Lead in Wealth Management
What was Octogone Group winning formula that explains why you won?
Octogone Group’s success is built upon a combination of expertise, global reach, and personalised client service. Founded in Geneva 30 years ago, in 1995, our firm has always prioritised tailor-made asset management solutions that address the unique needs of our diverse clientele.
A key factor in our success is our extensive international presence. With offices in Geneva, Miami, Nassau, Panama, and Dubai, we are able to serve clients across multiple regions. Our team of 80 professionals, representing 15 nationalities and fluent in 10 languages, ensures that we can offer culturally sensitive and highly personalised wealth management solutions.
Our adaptability to market changes, commitment to continuous learning, and strategic expansion – such as the opening of our Panama office in 2023 to serve our Latam clients – have all played a crucial role in positioning us as a leader in wealth management, ultimately leading to our recognition at the WealthBriefing Awards.
Please describe how your colleagues made a difference?
Our success is, above all, a testament to the dedication and expertise of our team. At Octogone Group, we foster a culture of collaboration, where knowledge-sharing between our global offices enhances the quality of service we provide. Our professionals are not only highly skilled but also deeply committed to understanding the specific needs of our clients.
The expansion of our LATAM operations in Panama, for example, would not have been possible without our talented team of multilingual advisors, who possess extensive experience in wealth management across different jurisdictions. Their deep understanding of local regulations, tax structures, and investment landscapes allows us to craft strategies that align with the financial goals of our clients.
What are you going to do to remain competitive and stay ahead?
Remaining competitive in the fastevolving wealth management industry
requires a proactive approach. At Octogone Group, we continue to innovate by expanding our service offerings, leveraging technology, and strengthening our global presence.
One key strategy is the continuous enhancement of our investment capabilities. With $6.2 billion in Assets under Management (AuM), we specialise in tailored investment solutions that encompass traditional, alternative, and private equity investments. Our expertise in global markets allows us to design portfolios that maximise opportunities while carefully managing risks.
Additionally, we recognise the importance of digital transformation in wealth management. By integrating advanced portfolio analysis tools and improving client engagement platforms, we enhance transparency and accessibility, ensuring a seamless wealth management experience.
Lastly, our focus on expanding into emerging markets, such as Latin America and the Middle East, enables us to diversify our client base and capitalise on growth opportunities in dynamic financial environments.
How do you hope your firm will benefit from getting this award?
Winning the WealthBriefing Award is a prestigious recognition of our dedication to excellence in wealth management. It not only validates the hard work of our team but also reinforces our reputation as a trusted, independent financial partner.
This accolade strengthens our credibility in international markets, helping us attract new clients who seek high-quality, customised financial solutions. It also serves as motivation for our team, inspiring us to continue pushing boundaries and delivering exceptional service.
Furthermore, the award enhances our visibility within the industry, opening doors for new partnerships and collaborations that will further drive our growth. At Octogone Group, we view this recognition as a steppingstone toward even greater achievements in the years to come.
Ivan Peruffo CEO Octogone Group
Sophos Advisors’ Client-Centric Approach Drives Recognition and Global Expansion Plans
What was the winning formula that led to this achievement?
At Sophos Advisors, we are committed to protecting and preserving client wealth for generations. For nearly a decade, we’ve been offering tailored insurance and risk management solutions that blend technical expertise with deep global family insights. Our approach ensures long-term financial security for families and businesses. Winning this award reflects our client-first philosophy and the innovative impact we’ve had in Switzerland.
How has your team made a difference?
Our strength at Sophos lies in our people – a team of highly skilled professionals with diverse backgrounds, global perspectives, and deep industry expertise. Despite our varied experiences, we all share a common goal: delivering world-class, personalised solutions tailored to each client’s needs. Collaboration is at the heart of what we do. By working seamlessly across borders and disciplines, we provide holistic, forward-thinking advice that allows our clients to confidently navigate complexity. The dedication, adaptability, and relentless pursuit of excellence by our team have been instrumental in building long-term relationships based on trust and performance. Every success we achieve is a direct result of our team’s passion and expertise, and this recognition belongs to them as much as it does to us.
How do you hope to benefit from receiving this award?
Winning consecutive awards at the Miami Family Wealth Report and WealthBriefing Swiss EAM Awards recognises our achievements, reinforces our commitment to excellence, and strengthens our reputation in wealth protection and risk management. More importantly, it gives our current and prospective clients greater confidence in Sophos Advisors as a premier Swiss- and Miami-based firm with a global outlook. This recognition will help us continue to attract top talent, deepen relationships with institutional and private clients, and further solidify our position as a trusted advisor in wealth management. Beyond the prestige, this award serves as a reminder
From left to Right: Alejandro Gil, Geralda Kral, Jorge Carstensen Missing: Alvaro Becerra Sophos Advisors GmbH
Winner
• Private Placement Life Insurance (PPLI)
of our responsibility to keep delivering cutting-edge, client-centric solutions that evolve with the needs of families and entrepreneurs worldwide.
What is the future of the wealth management industry, and where does Sophos fit in?
The wealth management and external asset management landscape is undergoing a profound transformation. With increasing regulatory complexity, growing demands for transparency, and rapid changes in global financial markets, firms must be agile and forward-thinking. At Sophos, we see these challenges as opportunities. We believe the future belongs to firms that combine deep expertise with innovation, offering clients sophisticated and flexible solutions. Our role will continue to be that of trusted advisors and problem solvers, helping families and businesses navigate uncertainty while safeguarding their wealth against emerging risks. As Switzerland strengthens its position as a global financial hub, Sophos Advisors is committed to staying at the forefront of this evolution, ensuring that our clients have access to the best strategies for sustainable wealth protection and growth.
What are your ambitions for the business?
Our vision for Sophos Advisors is to sustain global expansion and amplify our impact. While we’ve already established a strong reputation serving clients in Latin America and the Caribbean, we now plan to focus on solidifying our presence in Europe, the Middle East, and Central Asia. By the end of 2025, we aim to further strengthen our position in these regions, reinforcing our ability to serve highnet-worth families, entrepreneurs, and businesses. Switzerland, as a global financial epicenter, provides the perfect base for this next phase of our journey. Growth for us isn’t just about geography – it’s about deepening our expertise, innovating our solutions, and remaining the trusted partner our clients rely on to secure their future. This award is just one milestone in our ongoing mission to redefine wealth protection and risk management.
The art of investing
We are an SEC-registered investment adviser specializing in discretionary asset management, with extensive experience across all major asset classes and a global perspective. For over fifteen years, our financial professionals have brought an international background and valuable experience, having navigated various market environments over the decades. We can offer attractive custodian solutions in Switzerland, the US and in Asia.
Modernising Asset Management: Experience Meets Digitalisation
What was the winning formula of swisspartners Advisors that explains why you won?
At SPA, we specialise in discretionary asset management, offering investment solutions across multiple currencies and strategies. Our approach is designed for investors seeking long-term capital preservation and growth. Beyond asset management, we have significantly enhanced our compliance processes by leveraging advanced technology to streamline operations, allowing us to dedicate more time to our clients.
Our success lies in a combination of deep experience, innovative thinking, and strategic digitalisation. We have implemented forward-thinking solutions with minimal financial investment but maximum impact, ensuring we remain competitive in a rapidly evolving industry.
The Role of Our Colleagues
Our exceptional team is the cornerstone of our success. Their experience, adaptability, and client-first approach make a significant difference. Every team member embodies our culture of meticulous attention to detail, rigorous risk management, and a deep commitment to integrity and diligence.
Key individuals have played a pivotal role in securing these awards:
Gerhard, our Head Portfolio Manager, and Peter, our CIO, were instrumental in winning the 'Portfolio Management' award through their disciplined investment strategies and vast experience.
Alessandro, our Chief Compliance Officer, applied his knowledge and experience in IT, legal, and regulatory frameworks to innovate our compliance operations, reducing costs, time, and our environmental footprint. This contributed to our 'Compliance Solution' and 'Innovative use of Technology' awards.
Jennifer and Sandra played key roles in elevating our client service experience. Their dedication and attention to detail have earned exceptional satisfaction from
clients and introducers. They earned our 'Based in Zurich' award.
As CEO and Founder, I, Dominique, am honored to recognise the collective achievements of our outstanding team. With my support and leadership, I try to create a work environment where such accomplishments are possible. I am proud to accept the 'Thought Leadership' award.
Staying Competitive and Ahead of the Curve
Navigating an industry marked by evolving client expectations, regulatory shifts, and financial market changes requires agility. Our ability to adapt quickly, implement efficient solutions, and maintain disciplined risk management has been essential to our continued success.
We stay ahead by fostering a culture of continuous improvement, integrating advanced technology, and maintaining a client-first mindset. These efforts allow us to refine our investment strategies and enhance the client experience while ensuring our compliance processes remain efficient and effective.
We also recognise the importance of cultural and generational diversity. By staying open-minded and engaging with clients, introducers, service providers, and our broader ecosystem, we ensure we remain at the forefront of industry developments.
The Future of Wealth Management
Looking ahead, we anticipate ongoing transformation in technology, regulation, and client expectations. We are prepared to embrace these changes and turn them into opportunities, strengthening our capabilities and experience in asset management while ensuring that compliance remains a strategic advantage rather than a regulatory burden.
We are deeply grateful for these accolades and remain committed to delivering excellence, supporting our team, and contributing to the evolution of the wealth management industry in Switzerland.
Dominique J. Spillmann CEO and Founder swisspartners Advisors Ltd.
Winner
• Portfolio Management Team
• Innovative Use of Technology
• Based in Zurich
• Compliance Solution
• Thought Leadership
Our DNA is to take care of your future
With this goal of excellence, we have developed our own processes and technologies for analysis, performance and monitoring of your wealth.
Wealth Management
Understanding who you are, assessing your immediate needs and examining your long-term goals underpins all our management solutions.
Financial planning
Having a long-term vision of your wealth will allow you to effectively organize and structure your daily life
Family office
Protecting and optimising your family assets are among the main concerns of your tax and family interests. Let’s make your legacy last.
Our 2025 Awards
At Telomere Capital, we redefine Wealth Management with a distinctive approach. Our commitment is to deliver unparalleled value to our clients across all services, grounded in integrity, transparency, and the highest professional standards.
We are proud to announce that Telomere Capital SA has been honored at the Fifth WealthBriefing Swiss EAM Awards 2025, in the category of Overall External Asset Manager, Family Office Proposition, Rising Star Under 40 and Client Reporting.
Discover a wealth management experience that sets new standards.
Telomere Capital: Redefining Wealth Management with a Client-First Approach
Telomere Capital was born out of discussions between our founders, who met while working in the Private Banking division of a leading Swiss bank. In 2015, we made the decision to establish an independent wealth management firm, driven by a “Spirit of Performance” ethos, a unique vision of what it means to be wealth managers. This guiding principle has allowed us to surpass our growth targets and consistently deliver value to our clients.
At Telomere Capital, we invest heavily in delivering exceptional service to our clients. Our commitment to constantly refining our offerings enables us to exceed client expectations.
What was the winning formula of your firm that explains why you won?
Our success is built on deep expertise gained from prestigious financial institutions, but it’s our client-centered attitude and approach that set us apart. For us, client service is more than a set of procedures; it’s a core philosophy.
Our commitment to service excellence is evident in every client interaction and decision we make. Our goal is to go the extra mile for our clients, providing a level of service and support that goes beyond traditional expectations to ensure complete client satisfaction.
How your colleagues made a difference?
At Telomere, we measure our success by more than just financial results. We prioritise both client and employee satisfaction, with team spirit as a core component of our culture. True team spirit arises when each member enjoys working together and contributes to shared goals.
By fostering appreciation, autonomy, and a culture of knowledge-sharing, we ensure that team members feel valued,
Winner
• Overall External Asset Manager
• Client Reporting
• Family Office Proposition
Telomere Capital SA
engaged, and motivated. We encourage initiative and responsibility, which strengthens cohesion within the group. Every member of Telomere takes pride in being part of the team, understands their role in our success, and aligns with our core values. This alignment, woven into Telomere’s DNA, enhances both employee satisfaction and the quality of our work.
What are you going to do to remain competitive and stay ahead?
To maintain our leading position, we will continue to deliver exceptional service to our clients, always prioritising their needs and expectations. We remain committed to investing in continuous training and technological innovation, ensuring that our expertise evolves with the industry. By fostering agility and a proactive mindset, we can swiftly adapt to market changes and seize new opportunities.
Our dedication to excellence, combined with a client-centric approach, allows us to consistently exceed expectations. This commitment not only strengthens our long-term performance but also reinforces the trust our clients place in us, ensuring sustainable success for the future.
How do you hope your firm will benefit from getting this award?
Each award we receive highlights the expertise and dedication of our team, reinforcing confidence in our clients, partners, and peers. These accolades reflect our commitment to excellence and affirm the trust clients place in us.
While we value recognition, our ultimate reward is client satisfaction. These awards validate our approach and further inspire us to uphold our high standards as we continue to grow.
PUBLICATIONS
WealthBriefing is the leading subscription-based business intelligence service for the wealth management community, with the latest news, analysis and in-depth features from around the globe. WealthBriefing subscribers are part of an international community for whom staying abreast of the latest industry developments is a crucial part of their professional practice. Readers find our content on topics such as strategy, M&A, important people moves, investment management and asset allocation to be an essential resource in a fast-moving world.
The Asia-Pacific region’s meteoric rise as a major wealth management market has sparked huge demand for region-specific business information. WealthBriefingAsia was launched in 2009 to satisfy this growing information requirement, and it is the only wealth management news site focusing exclusively on the Asia-Pacific region. Providing indispensable news, features and industry views that are always relevant and concise, WealthBriefingAsia allows subscribers to conserve that most precious of all resources: time.
The North American wealth management market is one of the largest and most diverse in the world, and is markedly different from those in Europe and the Asia-Pacific region. Multi and single family offices in particular are a well-entrenched,integral part of the private wealth management landscape. Family Wealth Report provides need to know business intelligence in a convenient and easy-to-read format – straight to subscribers’ inboxes every day. Nowhere else will you find such high quality, in-depth and often exclusive content all in one place.
WEALTH MANAGEMENT AND PRIVATE CLIENT EVENTS AND AWARDS SERIES
A unique thought-leadership platform, WealthBriefing’s events foster intellectual debate on the challenges and opportunities facing the industry and are designed to be an optimal use of wealth managers’ precious time and present an excellent networking opportunity.
WealthBriefing has added to its offering for the global private banking and wealth management communities by running thirteen annual awards programmes for the family office, private banking, wealth management and private client communities. The awards programmes are focused around three main category groupings: experts (individuals and teams); products and services for wealth managers and clients, and institutions of all sizes and types
BESPOKE RESEARCH SERVICES
WealthBriefing has unrivalled access to the most senior wealth management professionals across the globe, meaning that our research reports represent guides to future best practice as much as being barometers of current industry trends.
Winner Aurelien Guzzo: The Visionary Leader Driving Growth and Innovation
Ihave always been driven to challenge myself, grow, and make a meaningful impact, both in my industry and for those around me. From my early days as a junior Forex trader to my role as Chief Operating Officer and co-founder of Telomere Capital, I’ve embraced challenges as opportunities to learn and push boundaries.
What defines me is my focus on solutions rather than problems. I thrive in fast-moving environments where adaptability, resilience, and clear thinking are essential. My colleagues describe me as someone with a strong ability to synthesise complex issues and find simple, effective solutions. This mindset, along with staying calm under pressure, has helped us navigate challenges and exceed expectations.
Beyond work, my personal life shapes my leadership style. As a father, I’ve learned patience, perspective, and balance. This helps me approach challenges with clarity while ensuring I’m fully present for my family and team.
What was the winning formula that explains why you won?
My success is rooted in resilience, adaptability, and a commitment to both people and performance. I consistently seek challenges that push me outside my comfort zone and contribute meaningfully to the industry.
Balancing strategic decision-making with a people-first leadership approach has been key to this recognition. Success isn’t just about results, it’s about building a strong, motivated team that shares a vision. That’s what I strive for every day.
What sort of challenges did you surmount to reach this level, and how have you been able to succeed in such fast-moving circumstances?
The financial industry evolves constantly, making it critical to stay ahead in a competitive environment. From market volatility to new regulations, every step requires agility and strategic thinking.
When we founded Telomere Capital in 2015, we managed $150 million in assets. Growing to over $1.3 billion in less than nine years required overcoming operational challenges, earning client trust, and scaling efficiently while maintaining core values. My role extends beyond operations, I ensure seamless communication and a clear, unified vision. Staying focused, fostering collaboration, and aligning strategies with long-term goals have been essential.
Please describe how your colleagues made a difference?
This success is a team effort. At Telomere Capital, we’ve built a culture where collaboration, mutual support, and shared success are central. Each team member’s expertise and perspective have been instrumental in our growth.
Beyond technical skills, trust and commitment define our success. Everyone understands their role in our collective achievements, creating a work environment where people feel valued. My greatest achievement is ensuring my colleagues find fulfillment in their work. Their dedication, combined with our shared vision, has been the driving force behind our achievements.
Winning the 'Rising Star
Under 40' award is an incredible honor, but it reflects more than just my personal journey. It’s a testament to the hard work, resilience, and excellence of our entire team.
The financial industry is demanding, but with the right people, mindset, and culture, success is a shared reality. I’m excited for the future and look forward to building something meaningful alongside my colleagues.
Aurélien Guzzo COO
A Collaborative Culture is the Winning Formula
Egon Vorfeld Managing Partner The Forum Finance Group SA
• Assets Over CHF 1 Billion AuM
• Wealth Planning Team
• Fund Selection/Asset Allocation Offering
We are delighted to be the recipient of three WealthBriefing accolades for 2025. Forum Finance has evolved over the last 30 years to become one of the leading EAMs in the Swiss market. With assets under management close to CHF2bn and 26 employees we rank among the top 3% of actors in the Swiss market.
What was the winning formula of your firm that explains why you won the awards?
We are very grateful to the independent panel of judges for their diligent work and could not be more delighted with our three awards. These awards are a real testament to our consistent investment and planning for the company over many years. Our winning formula may be the combination of our focus on how we can best serve our clients and how we can best inspire our employees.
We have done so by engendering a highly collaborative and equitable culture at Forum Finance – something so very different from a cost-sharing or platform model. This however requires a generous spirit among our partners and employees, where everyone is incentivised and keen for the company as a whole to do well. The effects of this collaborative culture are very much felt by our clients and provides much better outcomes for everyone.
What sort of challenges did you surmount to reach this level and how have you been able to succeed in such fast-moving circumstances?
Finding the right people to partner with remains a real challenge, but we have been fortunate to find like-minded people at all levels:
people who are keen to sign up to our collaborative culture. One has to create and demonstrate growth opportunities for everyone so that they can identify with the company and imagine their future development within it. We have many success stories at Forum Finance and that really excites all of us to work and stick even closer together.
The regulatory environment is a real challenge for very many smaller EAMs. It will prove too costly and time-consuming for them. We made all the necessary changes and investments many years ago with for example our FINMA and SEC licences since 2015 and 2016, respectively.
Where do you see the wealth management industry and your part of it going in the next five years?
The Swiss independent wealth management industry will continue to grow as the need for high quality and totally independent service only increases. Clients seek their advisors’ personal touch and long-term dedication. The recent regulatory changes have however made it very difficult for the smaller EAMs to survive, so we expect the number of Swiss EAMs to drop substantially in the years to come. We believe that we are in the sweet spot: big enough to weather the increasing regulatory demands but small enough to offer the personal service expected by clients
We are therefore primed to welcome relationship managers from EAMs and banks alike. These coming years should provide us with a real opportunity to grow as a result.
Empowering Excellence: Geralda Kral on Leadership, Innovation, and the Future of Wealth Management
Geralda Kral Managing Partner UMA Swiss AG/UMA Wealth (Switzerland) AG
What was the winning formula of you and your firm?
Winning this award reflects the values, expertise, and client-centric approach that define UMA Wealth Group and our success, which is built on three key pillars:
Unique Expertise & Meritocracy: We operate in a purely merit-based environment, ensuring that every decision, from hiring to promotions, is based on talent and contributions. This culture fosters excellence, allowing our team to tailor unique solutions that go beyond traditional wealth management.
Mindful Client-Centric Approach: Wealth management is deeply personal. Our team takes the time to truly understand each client’s journey, challenges, and aspirations. By being mindful of our clients’ needs, we craft tailor-made strategies that align with their long-term goals.
Assured Leadership & Resilience: As a woman in a traditionally male-dominated industry, I have had to navigate challenges with confidence and persistence. UMA Wealth Group embodies an assured mindset that guarantees our clients unwavering support, transparency, and long-term security.
What will you do to remain competitive and stay ahead?
Remaining at the forefront of wealth management, fiduciary, and trustee services requires continuous innovation, strategic foresight, and adaptability. Some of the Group´s key strategies that I will be working on include:
Expanding our global reach, leveraging technology, mentoring future talent, and enhancing our structuring solution.
With clients across Europe, the Americas, the Middle East, and Africa, we will continue strengthening our international presence, particularly in high-growth markets. To support this, we plan to invest in digital tools to improve client reporting and risk management while still remaining focused on a personalised, relationship-driven approach. As regulations evolve, we will remain focused on governance, asset protection, and structuring solutions that include cultural and legal nuances across jurisdictions.
Last but not least, we are committed to mentoring and developing the next
generation of wealth professionals, regardless of their gender, culture, and race. We want to ensure that UMA Wealth Group remains a leader in expertise and thought leadership.
How do you hope your firm will benefit from getting this award?
This award represents more than an individual achievement – it is a testament to the UMA Wealth Group’s commitment to excellence, innovation, and diversity.
This award reinforces UMA Wealth Group’s reputation as a trusted and leading boutique firm, enhancing our industry recognition and credibility. Clients will know they are working with a firm recognised for its leadership and service excellence. This recognition will help us continue attracting diverse and talented professionals who align with our values.
On a personal note, winning this award strengthens my platform to support diversity, equal opportunities, and female leadership in wealth management.
Where do you see the wealth management industry and your part of it going in the next five years?
As the industry is evolving, I anticipate the following key shifts:
Clients want more than financial advice – they seek more holistic governance, structuring, and family wealth planning. UMA Wealth Group’s ability to acknowledge this change and integrate these personalised services across jurisdictions positions us as a leader in this shift. Digital tools will improve transparency, but relationships will remain at the heart of wealth management.
With increasing global scrutiny, firms must prioritise compliant, ethical wealth management strategies that cater to the diverse family structures and multi-generational wealth. Also, clients are turning away from large institutions and favoring specialised, agile firms like UMA Wealth Group, which provides tailored, high-touch service.
I believe that the financial industry will continue shifting toward more women in leadership roles. I am committed to mentoring and supporting women in taking leadership positions in the wealth management sector.
A New Entrant in the Core Banking System Market for Private Banks in Switzerland
What sets you apart from your peers this year and why?
WIZE by TeamWork, the all-in-one Wealth & Asset Management solution, is one of the fastest growing WealthTech companies in Switzerland historically dedicated to External Asset Managers (EAM), Family Offices (FO), Fund managers and Pension funds.
Since 2025, WIZE also exists in a full Front to Back Core Banking System version for Private Banks and Securities Firms.
This is a major move for WIZE in the Swiss Private Banking industry since, to our knowledge, the last time a new Core Banking package arrived on this market was Avaloq, 25 years ago…
We are therefore extremely excited to bring Private Banks a major innovation: the capability to manage private clients non-deposited portfolios in addition to the classical management of deposited assets. WIZE is indeed the first ever Core Banking System that will natively allow Private Banks to optimize their cost/income ratio by enabling classical costs savings thanks to a higher automation level but more importantly creating opportunities of new sources of revenue by offering Wealth Management mandates to non-deposited private clients.
This new operational capability in the Private Client market will be a key element to reduce risks and higher revenue of Private Banks when new Relationship Managers will be hired since statistics show that, on average, they only succeed to transfer 30 to 50% of their clients assets in the new custodian bank. With WIZE, they will be able to offer Wealth Management mandates to all their clients while only a part will transfer their assets.
Does it mean a revolution for WIZE by TeamWork with a full focus on this new market?
No, absolutely not, this is simply a natural evolution!
Our historical core market is to offer a wealth & asset management platform to External Asset Managers who need to be connected to multiple custody banks. This will not change for us as, with connectivity to 250+ booking centres of custodian banks and 30+ trading rooms of brokers or banks in Straight Through Processing, we benefit from a large scope of functionalities to serve these clients and we continuously invest in the development of new functionalities to enforce our competitive advantage.
At WIZE by TeamWork, we simply carefully listen to our clients and analyse their change requests in our weekly product committee. We already have Private Bank clients for more than 10 years using WIZE as a Front Office system connected to their Core Banking System. They knew our custodian Securities Firms clients had the possibility to manage deposited and nondeposited assets for already more than 10 years and this capability is a very appealing source of revenue for Private Banks too.
We therefore accepted this challenge and planned the development of these new functionalities over multiple years with our first Private Bank client successfully migrated on the WIZE full Core Banking System this 1st January 2025 in Zurich.
This great achievement from our teams offers new opportunities for WIZE by TeamWork but we will continue to be very active on our historical External Asset Managers core market as its growth in Switzerland, UK, Singapore, Luxembourg and Middle East is very impressive.
Pierre Dupont Managing Partner WIZE
WINNER: Octogone Group
WINNER: Sophós Advisors
WINNER: SS&C Technologies
WINNER: Intuitae Capitalium (ICSA)
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WINNER: swisspartners Advisors Ltd
WINNER: Telomere Capital
WINNER: Aurélien Guzzo - Telomere Capital
WINNER: The Forum Finance Group SA
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The Fifth Annual WealthBriefing Swiss EAM Awards For Excellence Winners 2025
Family
Corporate
SWISS NATIONAL CATEGORIES (COMPANY)
REGIONAL AND CANTONAL CATEGORIES (COMPANY)
WINNER: Geralda Kral - UMA Swiss AG
WINNER: UMA Swiss AG
WINNER: WIZE by TeamWork
INTERNATIONAL CATEGORIES (COMPANY)
LEADERSHIP-BASED CATEGORIES (INDIVIDUAL)
Chief Executive Officer (CEO) Chief Investment Officer (CIO)
PIERRE GABRIS
EXPLORING NEW TRENDS
