Advisory Firm of the Year

This event

Agenda

Awards

Partners


 Description

Recognizes a wealth management institution that has demonstrated excellence in designing, selecting, or implementing alternative investment strategies, including private markets, real assets, hedge, venture, and impact.

The other sessions

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Asset Servicing Partner of the Year

Description
Recognizes a key player in wealth management operational support for the reliability, transparency, and innovative quality of its services.

Chief Investment Officer of the Year

Description
Rewards a CIO for the clarity of their macroeconomic vision, the quality of their asset allocation, and their ability to manage risks in a complex market environment.

Distribution & Intermediation Partner of the Year

Description
Recognizes a key player in wealth management distribution or intermediation for its ability to foster transparency, seamless collaboration, and value creation between investors, advisors, and solution providers.

Family Office of the Year

Description
Reward an exemplary international family office for its strategic vision, governance, and ability to protect and grow family wealth.

Next Generation Family Office Award

Description
Celebrates a wealth management organization that has successfully integrated the vision, values, and expectations of the new generation into its culture, strategy, and service offering.

Private Bank of the Year

Description
Celebrates a private bank for the quality of its advisory approach, the relevance of its solutions, and the strength of its client relationships.

Purpose-Driven Wealth Award

Description
Recognizes a wealth management institution whose mission and practices demonstrate a strong commitment to sustainability, social impact, and responsible value creation.

Rising Family Office Award

Description
Highlights a private wealth player established less than five years ago, whose momentum illustrates the vitality of the sector.

Wealth Innovation Award

Description
Celebrates a wealth management player that has successfully and sustainably transformed its business model through innovation whether technological, strategic, product-driven, or organizational.

Wealth Insurance Partner of the Year

Description
Recognizes a life insurance company for its product innovation and its contribution to enhancing the international reputation of the financial center.

WealthTech Award

Description
Recognizes a fintech or technology company specializing in wealth management for its ability to transform the industry through digital innovation across investment solutions, reporting, compliance, data intelligence, and client experience.
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