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December 12, 2019updated 15 Jan 2020 4:20pm

Private Banking & Wealth Management Awards 2019: The Winners

By Asena Degirmenci

Winners of the Private Banking & Wealth Management Awards were announced on Wednesday at a ceremony in Zurich.

See full list of winners:

Outstanding Customer Relationship Service and Engagement in Switzerland

Winner: BBVA

Investment in digital platforms such as mobile and online has aided this bank to go above and beyond with its customer service relationships this year. Everything is personalised, customised and efficient.

Excellence in Customer Experience (Technology Provider)

Winner: Appway

Upgrading its onboarding platforms to better help relationship managers identify clients’ individual needs, Appway has had a very strong year, giving its clients up to 90% faster cycle times.

Best Next Generation Offering in Switzerland

Winner: BNP Paribas Wealth Management

With dedicated advisers and events across the world to help educate and aid the next generation of wealth, BNP Paribas has created a gigantic network for this customer base to develop relationships and enhance client confidence with the programme only looking to expand.

Outstanding UHNW Offering in Switzerland

Winner: Societe Generale Private Banking Switzerland

Identifying and matchmaking good targets for clients, this bank has leveraged both investment teams and credit specialist teams to make things better for UHNW clients. Its “club deals”, Risk profile, expected yield, expertise of asset manager and location have been key factors to convince clients to invest as a diversification.

Outstanding Family Office Proposition in Switzerland

Winner: Citi Private Bank Switzerland

With a huge presence both in Switzerland and in the family office market, Citi Private Bank launched a devoted family office team in 2019 which continues to boost value for clients.

Outstanding Wealth Management Technology Provider in Switzerland – Middle and Back Office (Vendor)

Winner: Avaloq

A market leader in the eyes of many analyst firms such as Gartner and Aite, Avaloq’s software contains a unique feedback loop that is optimised for efficiency and effectiveness. This and many positive moves forward in 2019 make it an easy win.

Outstanding Wealth Management Technology Platform in Switzerland (Bank)

Winner: Julius Baer Group

This international player has not kept, but enhanced the human touch with its technology platform in 2019. The personalisation in its digital suites is tailored with finesse and is agile.

Outstanding Front-End Digital Solutions Provider (Vendor)

Winner: Prometeia

Recognised by many as a leader in functionality and depth of customer service, Prometeia supports €2trn of assets under management with its solutions and its front office solution is sophisticate, customisable and compliant.

Outstanding Boutique Private Bank in Switzerland

Winner: Millenium Banque Privee

With a list of values that have fostered strong customer loyalty, Millenium Banque Privee truly goes above and beyond for its customers and has been rewarded with 45% over the last five years.

Outstanding Private Bank – Switzerland – International Players

Winner: Societe Generale Private Banking Switzerland

Bringing experience into the fold, both from home and abroad, this private bank combines all of expertise from a wide net to help 31 million clients worldwide.

Outstanding Private Bank – Switzerland- Domestic Players

Winner: Julius Baer

Close to CHF400m in net profit and over CHF400bn in AUM, Julius Baer is going from strength to strength in Switzerland and has over half the share of employees in the country. However, it is also refusing to rest on its laurels and continues to innovate.

Most Innovative Private Bank / Wealth Manager of the Year

Winner: Banco Itau

A winner in our London awards for a number of years running, it has offered its clients tremendous stability in a turbulent time, while breaking its own records for the most net new assets bought in over a year.

They have also won the 2017 and 2018 PBI Global Wealth award as Outstanding Global Private bank.

The Diversity Award

Winner: Zürcher Kantonalbank (ZKB)

Recognised as one of the most diverse companies in any industry in Europe, ZKB has a number of inclusive products for a diverse range of clients, it was also awarded the Swiss LGBTI label.

Outstanding Philanthropy Proposition in Switzerland

Winner: UBS

After a number of investments towards philanthropy, particularly with regards to environmental sustainability in 2019, this award was a no-brainer.

Most Innovative Banking Technology Partner of the Year

Winner: Temenos

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