The WealthBriefing Swiss EAM Awards 2025 - Acclaim

ACCLAIM RECOGNISING LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY THROUGH THE WealthBriefing AWARDS PROGRAMME

The Fifth Annual WealthBriefing Swiss External Asset Management (EAM) Awards For Excellence 2025

March 2025

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.

2024 The Bahamas: A Complete And Compelling Choice A WealthBriefing Report On The Bahamas Financial Services Industry

EXTERNAL ASSET MANAGERS IN ASIA NEW DIRECTIONS FOR A RAPIDLY-EXPANDING SECTOR

2022

2023

FAMILY OFFICE FOCUS:

An Update on the Industry’s Efficiency in Accounting and Investment Analysis 4th ANNUAL EDITION

TECHNOLOGY TRAPS WEALTH MANAGERS MUST AVOID Expert guidance on strategy, selecting solutions and implementation

Winning Women In MENA How Wealth Managers Can Help Further Female Empowerment

APPLYING ARTIFICIAL INTELLIGENCE IN WEALTH MANAGEMENT: COMPELLING USE CASES ACROSS THE CLIENT LIFE CYCLE

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ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Contents WEALTHBRIEFING SWISS EAM AWARDS JUDGING PANEL ............................................................. 5

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.

INTERVIEWS: Accuro ......................................................................... 11 Alpen Partners | Alpen Partners International .......... 13 AlphaSwiss Partners ................................................... 15 Apricus Finance SA ..................................................... 17 Capitalium Advisors SA .............................................. 19 Descartes Finance AG ................................................. 21 Edmond de Rothschild ................................................ 23 Erlen Capital Management AG ................................... 25 Goldbach Capital ........................................................ 27 Hyposwiss Advisors SA ............................................... 29 IMT Asset Management AG ....................................... 35 Intuitae Capitalium SA (ICSA) .................................... 39 Mirante Fund Management ........................................ 41 Octogone Group ......................................................... 43 Sophos Advisors GmbH .............................................. 45 swisspartners Advisors Ltd. ........................................ 47 Telomere Capital SA ................................................... 49 The Forum Finance Group SA ..................................... 53 UMA Swiss AG/UMA Wealth (Switzerland) AG ........ 55 WIZE by TeamWork ..................................................... 57 WEALTHBRIEFING SWISS EAM AWARDS WINNERS IN FULL .......................................................... 63

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.

GENEVA | LUGANO | ZURICH | LUXEMBOURG | BEIJING

The bank to meet both your personal and corporate needs.

Swiss tradition

|

European roots

www.bil.ch

|

Eastern expertise

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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

MARK BRANSTON Private Banker and Team Leader (Multi Family Office, EAM and Corporates) Barclays Private Bank

PIERRE DUPONT Managing Partner WIZE by TeamWork

ALAIN ESSEIVA CEO and Co-Founder Alpadis Group

RICARDO GUTH Branch Manager CBH Compagnie Bancaire Helvétique SA

HASSEN JAUFEERALLY Senior Relationship Manager The Mauritius Commercial Bank

ANNE LIEBGOTT Founder AW+SWITZERLAND

LAURENT PELLET Limited Partner, Global Head of EAM Lombard Odier

GARY TIERNAN CEO Various

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S W I S S B A S E D

G LO B A L LY C O N N E C T E D From our teams in Geneva and Zurich create connections around the globe, with tailored advice and specialists from across the Barclays Group.

Influence tomorrow

Barclays offers private banking products and services to its clients through Barclays Bnak PLC and its subsidiary companies. Barclays Private Bank (Suisse) SA is a bank registered in Switzerland and regulated and supervised by FINMA. Registered No CH-660.0.118.986-6. Registered Office: Chemin de Grange-Canal 18-20, PO Box 3941, 1211 Geneva 3, Switzerland. Registered branch: Beethovenstrasse 19, P-O Box 8027 Zurich. Registered VAT No. CHE-106.002.386. Barclays Bank (Suisse) SA is a subsidiary of Barclays Bank PLC registered in England, authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. It is registered under No. 1026167 and its registered office is 1 Churchill Place, London E145HP.

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.

G E N E VA | J E R S E Y | L O N D O N | M A U R I T I U S

accuro.com

Accuro Trust (Switzerland) SA is authorised by the Swiss Financial Market Supervisory Authority, FINMA. Registered number: CHE-100.853.925. Accuro Trust (Jersey) Ltd is regulated by the Jersey Financial Services Commission. Accuro Trust (Mauritius) Ltd is licenced by the Mauritius Financial Services Commission, license number MC02000008. Accuro Fiduciary Limited is supervised for anti-money laundering purposes by HM Revenue & Customs.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Accuro. We Care.

A

ccuro 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.

Natacha Onawelho-Loren Managing Director Accuro

Winner • ESG Engagement Team

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?

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.

Your trusted financial advisor and global wealth planner in Switzerland Pierre Gabris Founder CEO

SWISS PRECISION, GLOBAL VISION Alpen Partners | Alpen Partners International Bäch/Wollerau | Zurich | Geneva | Lugano | Switzerland info@alpenpartners.com | +41 58 105 75 00 | alpenpartners.com SEC-registered, serving US clients info@alpeninternational.com | +41 58 105 75 50 | USA: +1 212 461 3684 alpeninternational.com

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Innovating Global Wealth Management for North American Clients 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?

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

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.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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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.

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.

Please describe how your colleagues made a difference?

What are you going to do to remain competitive and stay ahead?

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

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.

Families, with families, for families

Wealth Management Asset Management Family Office

Rue du Rhône 30 CH-1204 Geneva Switzerland

fss@apricus.ch +41 22 317 88 40 www.apricusfinance.com

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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30 Years of Wealth Empowerment for Families and Individuals

T

his 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 size and flexibility allow us to react fast to the changing dynamics of the wealth management industry and the ever-developing market environment.

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.

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.

What is the winning formula of your firm that explains why you won?

François Struye De Swielande CEO & Shareholder Apricus Finance SA

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?

Winner • Based in Geneva

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.

Please describe how your colleagues make a difference?

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.

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.

The next generation is coming.

Here and now.

Driven by excellence.

Powered by innovation.

Focused on performance.

We are entering a whole new era. Complex, interconnected, fast-paced –—- the world we live in is changing.

The successes of the past no longer define the ways of the future. Knowledge, intuition and prediction become the key. Own your future today, with Capitalium.

Leading the next chapter in Wealth Management.

www.capitalium.ch

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Capitalium’s Independence and Investment Freedom sets New Standards for Clients

C

apitalium 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?

Alain Zell Chief Executive Officer Capitalium Advisors SA

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.

Winner • Next Generation Program

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.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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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?

Who inspires you, either inside or outside your organisation?

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.

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.

Please describe how your colleagues made a difference?

How do you hope your firm will benefit from getting this award?

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.

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.

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?

Winner • Growth Strategy

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.

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.

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ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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

Marie Jacot Global Head of Disitribution Edmond de Rothschild

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.

Winner • Servicing French Clients

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ERLEN

Erlen Capital Management AG Kirchgasse 24, 8001 Zurich, Switzerland

Telephone: +41 44 267 99 47 info@erlencapital.com, www.erlencapital.com

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Erlen Capital Management AG: Merging Tradition & Innovation in Asset Management Since 1995

S

ince 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?

Bruno Schneller Managing Partner Erlen Capital Management AG

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.

Winner • Assets Under CHF 500 Million AuM

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.

GOLDBACH CAPITAL Access leading private market opportunities We specialize in private market solutions and provide access to the best deals to achieve exceptional performance

GOLDBACH CAPITAL AG Seestrasse 69 CH – 8806 Bäch Switzerland info@goldbachcapital.com | +41 43 888 9581 goldbachcapital.com

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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?

Winner • Direct Investment Program

Goldbach Capital

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

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Hyposwiss Advisors: A Winning Formula for Trust, Excellence and Industry Leadership Winner • Client Service Team

Hyposwiss Advisors SA

I

n 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.

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.

HABIB BANK AG ZURICH PRIVATE BANK SWITZERLAND

Contact Us: Your Private Banker will ensure you are well taken care of.

Alternatively, you may contact us on: +41 44 269 45 00 | infoch@habibbank.com

WINNER: Goldbach Capital

WINNERS: Goldbach Capital & Alpen Partners

WINNER: Hyposwiss Advisors SA

WINNER: IMT Asset Management (IMTA)

new order.

As geopolitical rivalry intensifies, new economic blocs form.

Convention calls this a time of caution for investors.

Yet competition between great powers is creating a new order, reshaping where investment opportunity is found.

Discover the power of rethinking at LombardOdier.com

Investments are subject to a variety of risks. You should consult your investment advisor before entering into any transaction.

Bank Lombard Odier & Co Ltd ¦ Lombard Odier Asset Management (Switzerland) SA – both authorised and regulated by FINMA in Switzerland. ©2025 Lombard Odier. Rubik’s Cube™ used courtesy of Spin Master.

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

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IMT Asset Management: Excellence in Asset and Fund Management Winner • Based in Liechtenstein

IMT Asset Management AG

I

MT 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

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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WealthBriefing’s Exclusive Awards Supplement These awards publications have been created to maximise the marketing potential for successful firms to tell their most critical markets of their achievements.

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Investing With Talent – Selecting The Best Managers To Satisfy Each Client

Investing with talent

The Fourth Annual WealthBriefing Swiss External Asset Management (EAM) Awards For Excellence 2024

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The Fourth Annual WealthBriefing Swiss EAM Awards For Excellence Winners 2024 TECHNOLOGY AND EXTERNAL SUPPLIER CATEGORIES Data Provider

Winner

WINNER

Client Reporting

WINNER

WINNER

Client Accounting

WINNER

CRM Product or Solution

WINNER

• Manager with International Offices outside of Switzerland • Fund Selection/ Asset Allocation Offering

Cédric Dingens Head of Investment Solutions & Institutional Clients NS Partners SA

F

ounded in 1964, NS PARTNERS is now, after 60 years of success and CHF 11 Bn in client assets under management, one of the largest independent investment management groups in Switzerland and in Europe. NS PARTNERS is active in 3 highly complementary business lines: Wealth Management (with discretionary and advisory portfolio management for high-net-worth individuals and family offices), Asset Management (through a full range of investment solutions and funds for institutional investors and distributors), and a Management Company (ManCo) activity, providing fund engineering and dedicated fund management services. 100% executive-owned, NS PARTNERS has over 120 employees in 7 offices worldwide.

What was the winning formula that explains why your firm won?

Since 1964, our a mbition is to of fer you the bes t ta l ents.

Our pioneering s pirit s til l drives us today.

Far from the current trend towards passive investments, our business model is based on the conviction that there are a few talented individuals who can make a difference.

BECAUS E WH AT MAT TERS MO ST TO US IS YO UR S ATISFACT I O N .

March 2024

Please describe how your colleagues made a difference?

NSP-24-19343_Annonce WealthBriefing_Corporate_A4_PROD.indd 1

12.03.24 12:19

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I believe that one of our strengths is our alignment of interests with our clients. 100% management-owned, we are fiercely

In terms of manager selection, having a good network is essential. As one of the pioneers in this industry and after 60 years of experience, we have obviously established an extensive worldwide contact network. This gives you a privileged access to off-the-limelight managers and to funds otherwise unavailable or closed to new investors.

“We are thematic and quantitative thinkers that turn disparate data and research into clear strategy recommendations.”

The Third Annual WealthBriefing Swiss EAM Awards For Excellence Winners 2023

WINNER

Compliance Solution

WINNER

WINNER Portfolio Management Solution

Another key success factor is our flexibility. Client-centric by nature, we know that a “one size fits all” approach really fits no one. And our agile structure makes us very responsive. Each client is different and unique, so we strive to provide a bespoke solution to his or her specific needs.

This year, we celebrate our 60th anniversary. But rather than looking back with satisfaction, we prefer to look forward because that is where the challenges lie. We can do this with confidence, as we have the cards in our hands to continue to grow. Indeed, we have already experienced several generational changes among the partners and our governance has proven its resilience.

TECHNOLOGY CATEGORIES (IN-HOUSE) Client Reporting

WINNER

Innovative Use of Technology

WINNER

We also have the resources to invest in our digital transformation.

Whether it's in data architecture, information security, business process automation, decision support, risk management or client interface, technological innovation is critical to the future growth of a management company like ours. Finally, our strong corporate culture and lean structure allow us to attract the best individuals, which is key to our future success.

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Overall IT Solution Provider

independent and free from any external pressure that would hinder our impartiality. We invest alongside our clients, thus ensuring that our interests are fully aligned.

What are you going to do to remain competitive and stay ahead?

In 1964, our founder Beat Notz, a truly independent and visionary mind, realised that, in order to deliver the best performance to his clients, he should not limit his scope to the expertise available in-house but rather select the best talents wherever they may be.

This simple yet revolutionary idea – investing with exceptional fund managers who find alternative ways to deliver superior returns in all market conditions - met with great success and NS PARTNERS has grown over the past decades to become one of the leading independent asset managers in Switzerland.

GEN EVA ZU RI CH L O N DO N L U XEMBO U RG MAD RI D MI L AN N SPG RO U P.CO M

Client Communications

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The Third Annual WealthBriefing Swiss EAM Awards For Excellence Winners 2023

A Rigorous Process, Great People And Judgement At CdR Capital Steve Smith, Co-founder & Sabrina Tazi-Riffi, Investment Director CdR Capital

SWISS NATIONAL CATEGORIES (COMPANY) WINNER

WINNER Assets Under CHF 500 Million AuM

Newcomer

WINNER Overall External Asset Manager (EAM)

WINNER Assets between CHF 500 Million - 1 Billion AuM

Assets Over CHF 1 Billion AuM

Growth Strategy

WINNER

Winner • Investment Process Team

T

he year 2022 was a significant test for all asset managers and we take great pride in winning the award for best investment process in this particular year. Our process involves a rich historical data set, rigorous quantitative construction to ascertain our strategic positioning, to which we add input from our trend and momentum models in order to be reactive to shorter term price movements. The traditional static positioning in bonds and equities, clustered around a 40:60 split did not work last year.

Thanks to our overweights in liquid alternatives, commodities and portfolio protection (with relative underweights in stocks and government bonds) our worst portfolios we’re down only single digits and our higher risk portfolios showed positive returns. We expect increased volatility going forward, especially in fixed income markets, and remain positive on hedge funds, commodities (both alpha and beta) as well as emerging market equities.

Please explain what you think makes your firm successful in its field?

GIVING BACK TIME. TIME FOR THE BUSINESS OF LIFE

We believe that our success is due to our collective commitment to deliver value to all our stakeholders. We do this by investing in exceptional people, following a robust investment process, and by fostering a work environment which encourages participation and an open mindset. The difficulty in achieving consistency and repeatability is always underestimated in our line of business. We ensure to have those goals at the forefront by integrating them within a strong investment process.

What does success look like – can this be measured in hard numbers, qualitative ways or both?

What do you look to in terms of ideas and inspiration? What other business sectors do you follow for ideas?

We start by examining the long term expected returns for each asset class produced by our models and then compare with our short term signals. We then incorporate the research and specialised press. We listen to our clients who are experts in their respective fields, we connect with best-in class fund managers and with the advisory desks of the banks that we work with, we participate in forums with our peers from the IAM community were ideas are shared and challenged.

REGIONAL AND CANTONAL CATEGORIES (COMPANY) Based in Zurich

WINNER

Based in Zug

WINNER

WINNER

Based in Vaud

WINNER

Based in Geneva

WINNER

How do awards such as this make a difference too your firm and your colleagues?

Awards such as this validate our vision, they tell us that we are on the right track and encourage us to push boundaries further. They bring visibility and hold us to a higher standard of execution.

What are the main contributions do you think you bring to the wealth management industry?

Based in Liechtenstein

First, a rigorous approach. Second, an open architecture along with our humble awareness that there are exceptional investment specialists out there: we happen to be the centre of a network of top tier investors and our valued added is to connect them to our clients, facilitating access and knowledge.

Success is building a business we are proud of and growing it over time. We measure it via the growth in the numbers of clients,

March 2023

CdR-Capital.com

GENEVA | LONDON | DUBAI

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TEAM SPIRIT MAKES DECISIVE DIFFERENCE FOR TELOMERE CAPITAL

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for the second consecutive year confirms the quality of our service.

EXCLUSIVE

WINNERS OF THE 2022 WEALTHBRIEFING SWISS EAM AWARDS FOR EXCELLENCE Left to right: Anaïs Stämpfli, Petra Kordosova, Dominique De Riaz, Jérôme Tobler, Aurélien Guzzo, Stéphane Gheung, Elizabeth Jacquier and Hugo Derny

T The spirit of performance Telomere Capital provides private clients, such as individuals, families, executives and

entrepreneurs, with wealth management, investment advice, personalized financial planning

and

family

office

services.

Because each life situation is unique, we

offer you a comprehensive and tailor-made approach.

Wealth Management Family Office Financial Planning

Route des Acacias 54 1227 Carouge Switzerland

T +41 22 318 58 80 www.telomere.ch

elomere Capital SA is a Swiss company created in 2015 and based in Switzerland. Since our creation, we have developed a network of skills and knowledge specific to Switzerland. Our clientele, 80 per cent of which is made up of Swiss clients, is the best demonstration of this. Important values are what we rely on and what make us grow. Values such as respect, ethics, excellence, and performance. Values which drive us and which have been inscribed in the DNA of Telomere Capital since its incorporation. We are also one of the few independent management companies in Geneva to offer all the necessary expertise to meet the requirements of an individual, a foundation, or a family.

What sets you apart from your peers this year and why? How have your colleagues contributed towards the success of your organisation?

People often say that to measure the success of a business or a team, you need to look not just at the bottom line but at the satisfaction of its clients. At Telomere, we believe that team spirit is a key component of success. You can truly speak of team spirit and cohesion in a group only when each member enjoys being together and if they collaborate and act in harmony to achieve their common goals. Each and every staff member is

determined to contribute towards the success of our business, striving to take an active part therein: listening to our clients, understanding complex problems and responding within 24 hours, but also either applying their own technical expertise or seeking the expertise of other members of the team. Our clients are in touch not only with their account manager, but they are also in touch with our entire team. Each staff member role and name are known by our clients. Moreover, we manage a limited number of families, allowing us to guarantee high-quality services and high availability.

What are you going to do to stay on the front foot in a fast-growing but also challenging region such as this?

Indeed, our region is under constant development and competition has increased through the years. To keep staying on the front foot we must continuously develop and constantly change. This involves training our staff, implementing new electronic tools or integrating new processes. In our view, these are fundamental elements of our growth and thereby allow us to remain competitive with our peers. However, active recommendation from our customers is, for us, the most important source of growth. Our growth is linked to customer satisfaction, our greatest ambassadors.

Winning the best customer service award

43

THE WEALTHBRIEFING SWISS EAM AWARDS WINNERS 2022

Dominique De Riaz, CEO, Telomere Capital SA, explains to Tom Burroughes, Group Editor at WealthBriefing, on the firm’s progress.

MARCH 2022

WINNER

in our ability to deliver consistent outperformance, in the number of referrals that we receive from clients and business partners alike, in attracting the right people, and in the low turnover of our teams.

What do you hope will be the result of receiving this accolade? How does it help your business in this region?

This year we are extremely proud to have participated in this competition and to have been named the best "EAM assets between SFr500 million – SFr1 billion AUM", "Client Service", "Innovative use of technology" and "Client reporting". For us, this is the illustration of our hard work in recent years.

The awards serve as guarantee for our clients, peers and partners on the high range of skills at our disposal. These prizes were won as part of a team, with each of us having contributed towards this success, of which we are extremely proud. We will promote these accolades among our partners, existing and prospective clients, in the hope that this will reinforce their trust in us. For us, the satisfaction of our customers remains our biggest reward. This award gives us confidence in how we do things.

WINNERS: SWISS NATIONAL CATEGORIES (COMPANY) OVERALL EXTERNAL ASSET MANAGER (EAM)

ASSETS OVER CHF 1 BILLION AuM

ASSETS UNDER CHF 500 MILLION AuM

GROWTH STRATEGY

ASSETS BETWEEN CHF 500 MILLION - 1 BILLION AuM

NEWCOMER

WINNERS: REGIONAL AND CANTONAL CATEGORIES (COMPANY)

ASSETS BETWEEN CHF 500 MILLION 1 BILLION AUM

WINNER Telomere Capital

CLIENT REPORTING - IN-HOUSE

WINNER Telomere Capital

CLIENT SERVICE TEAM

WINNER Telomere Capital

INNOVATIVE USE OF TECHNOLOGY IN-HOUSE

WINNER Telomere Capital

BASED IN ZURICH

BASED IN GENEVA

BASED IN LIECHTENSTEIN

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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

Winner • Lifetime Achievement

Because a wealth strategy is also a complex mechanism

We support families in the creation and development of their own

Family Office

Intuitae and Capitalium

combine their skills under the ICSA brand

www.icsa-swiss.ch info@icsa-swiss.ch

+41 22 544 63 00

Intuitae Capitalium SA - rue de la Pélisserie 16 - 1204 Genève

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ICSA: Unity Makes Strength

I

CSA 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.

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.

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.

To become an award-winner is not an objective, but rather the consequence of business practices that have been turned into successful business models.

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?

Victor Viard Chief Operating Officer Intuitae Capitalium SA (ICSA)

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.

Winner • Family Governance & Stewardship

What will you do to keep to the standard of an award-winner and push ahead in the future?

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.

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?

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.

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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 – hopefully interesting 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)

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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.

Ivan Peruffo CEO Octogone Group

Winner • Servicing LATAM Clients • International Team

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.

Sophós Advisors

A global advisory group offering bespoke and conflict-free insurance solutions

Decades of collective industry experience

We are an independent organization that combines specialized life insurance solutions, property and casualty coverage, and captive insurance programs.

Caribbean - Latin America - Europe www.sophosadvisors.com

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Sophos Advisors’ Client-Centric Approach Drives Recognition and Global Expansion Plans From left to Right: Alejandro Gil, Geralda Kral, Jorge Carstensen Missing: Alvaro Becerra Sophos Advisors GmbH

Winner • Private Placement Life Insurance (PPLI)

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

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.

swisspartners Advisors Ltd. Am Schanzengraben 23, P.O. Box, CH – 8022 Zurich Phone +41 58 200 0 800, Phone US +1 888 772 5 830, info@swisspartners-advisors.com

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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.

Dominique J. Spillmann CEO and Founder swisspartners Advisors Ltd.

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.

Winner • Portfolio Management Team • Innovative Use of Technology • Based in Zurich • Compliance Solution • Thought Leadership

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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

Financial planning

Family office

Understanding who you are, assessing your immediate needs and examining your long-term goals underpins all our management solutions.

Having a long-term vision of your wealth will allow you to effectively organize and structure your daily life.

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 SA Route des Acacias 54 1227 Carouge Switzerland

T +41 22 318 58 80 info@telomere.ch www.telomere.ch

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Telomere Capital: Redefining Wealth Management with a Client-First Approach

Winner • Overall External Asset Manager • Client Reporting • Family Office Proposition

Telomere Capital SA

T

elomere 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.

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 your colleagues made a difference?

How do you hope your firm will benefit from getting this award?

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,

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.

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Aurelien Guzzo: The Visionary Leader Driving Growth and Innovation

I

have 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.

Aurélien Guzzo COO Telomere Capital SA

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?

Winner • Rising Star Under 40

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.

A CLEAR WAY FORWARD

THE FORUM FINANCE GROUP SA Discretionary wealth management Active advisory services Wealth planning Estate planning Family Office services Multi-bank consolidation services Swiss pension planning Authorised and regulated as an asset manager by FINMA in Switzerland and registered in the USA as an investment advisor with the SEC.

FIND OUT HOW WE CAN HELP YOU ON FFGG.COM

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A Collaborative Culture is the Winning Formula Egon Vorfeld Managing Partner The Forum Finance Group SA

Winner • Assets Over CHF 1 Billion AuM • Wealth Planning Team • Fund Selection/Asset Allocation Offering

W

e 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.

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Empowering Excellence: Geralda Kral on Leadership, Innovation, and the Future of Wealth Management

Geralda Kral Managing Partner UMA Swiss AG/UMA Wealth (Switzerland) AG

Winner • Female Executive

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.

The All-In-One Wealth&Asset Management Solution

CRM - PORTFOLIO MANAGEMENT - ORDER MANAGEMENT ADMIN & BACK-OFFICE - COMPLIANCE - REPORTING

Geneva Zurich Montreal Singapore Luxembourg www.wize.net

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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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 By TeamWork

Winner • Overall IT Solution Provider • CRM Product or Solution • Portfolio Management Solution

AW + SWITZERLAND

A directory of Swiss wealth management, private banking, and other services for US, Canadian, and Latin American citizens, residents, and expats

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WINNER: Intuitae Capitalium (ICSA)

WINNER: Sophós Advisors

WINNER: SS&C Technologies

WINNER: Octogone Group

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ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

63

The Fifth Annual WealthBriefing Swiss EAM Awards For Excellence Winners 2025 TECHNOLOGY AND EXTERNAL SUPPLIER CATEGORIES Overall IT Solution Provider

Client Communications

WINNER

WINNER

WINNER Portfolio Management Solution

Client Reporting

CRM Product or Solution

Data Provider

WINNER

Client Accounting

WINNER

WINNER

Compliance Solution

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TECHNOLOGY CATEGORIES (IN-HOUSE) Innovative Use of Technology

WINNER

Client Reporting

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Client Communications

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ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

65

TEAM-BASED CATEGORIES Investment Process Team

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Private Markets Offering Team

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ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

67

SWISS NATIONAL CATEGORIES (COMPANY) Overall External Asset Manager

Assets Over CHF 1 Billion AuM

WINNER

WINNER

WINNER Assets Under CHF 500 Million AuM

Growth Strategy

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WINNER

REGIONAL AND CANTONAL CATEGORIES (COMPANY) Based in Zurich

WINNER

Based in Vaud

WINNER

Based in Geneva

WINNER

Based in Liechtenstein

WINNER

WINNER: Geralda Kral - UMA Swiss AG

WINNER: UMA Swiss AG

WINNER: WIZE by TeamWork

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

69

INTERNATIONAL CATEGORIES (COMPANY) Servicing North American Clients

Servicing LATAM Clients

WINNER

Servicing French Clients

WINNER

Servicing MENA Clients

WINNER

WINNER

SPECIALIST WEALTH MANAGEMENT CATEGORIES (COMPANY) Fund Selection/Asset WINNER Allocation Offering

Family Office Proposition

Private Placement Life Insurance (PPLI)

WINNER

WINNER

Family Governance & Stewardship

Digital Assets Offering or Service

WINNER

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Next Generation Program

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Thematic Investment WINNER Proposition or Strategy

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

71

LEADERSHIP-BASED CATEGORIES (INDIVIDUAL) Chief Executive Officer (CEO)

WINNER

PIERRE GABRIS

Thought Leadership

WINNER

Chief Investment Officer (CIO)

WINNER

FRANK CRITTIN

Rising Star Under 40

WINNER

AURÉLIEN GUZZO

Female Executive

WINNER

GERALDA KRAL

Lifetime Achievement

WINNER

DR. THOMAS TRAUTH

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GLOBAL AWARDS Showcasing The Best in the Industry

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LEARN MO R E

2025

Announcements Schedule 16 JANUARY 2025

Miami Family Wealth Report Awards incorporating Latin America & the Caribbean

6 & 20 FEBRUARY 2025

WealthBriefing Swiss Awards WealthBriefing WealthTech Americas Awards

5 & 27 MARCH 2025

WealthBriefing Swiss EAM Awards WealthBriefing European Awards

8 MAY 2025

Family Wealth Report Awards

5 & 26 JUNE 2025

WealthBriefingAsia & Greater China Awards WealthBriefing Wealth For Good Awards

16 OCTOBER 2025

WealthBriefingAsia EAM Awards

20 NOVEMBER 2025

WealthBriefing MENA Awards

3 DECEMBER 2025

WealthBriefing Channel Islands Awards

For more information: + 44 (0) 20 7148 0188 (UK Office) www.wealthbriefing.com / www.wealthbriefingasia.com / www.fwreport.com