Overview

A warm welcome to the WealthBriefingAsia Awards 2018. Nominations are now open and we look forward to seeing old and new faces taking part in this prestigious event.

For those new to the awards, the categories are focused around three main areas:

  • Experts (individuals and teams)
  • Products
  • Services for wealth managers and clients/institutions of all sizes and types

As in previous years, independence, integrity and genuine insight will be the watchwords of the judging process and will be conducted by an expert panel drawn from both private banks and trusted advisors/consultants to the sector.

To avoid any conflict of interest we have two judging panels. One panel of bankers who judge the trusted advisor categories. Another panel of trusted advisors who are responsible for judging the banking categories.

Winning an WealthBriefingAsia Award sets organisations and individuals apart from their peers and is a tangible demonstration that they have something special to offer, rewarding achievement and showcasing top class performance and innovation.

We very much hope you take part and look forward to seeing you at the 2018 awards ceremony.

Key Dates

  • Nominations close: 03 April 2018 (at midnight)
  • Judges meeting: 16 April 2018 (from 12 noon)
  • Shortlist announcement: 18 April 2018
  • Awards dinner: 31 May 2018 (from 7.00pm)

Judges

Trusted Advisor Panel

Andrew Au

CEO and Co-Founder

AGDelta

Andrew Au is Chief Executive Officer and Co-Founder of AGDelta, an award-winning Singapore-based company that connects the financial products supply chain. He has more than 20 years’ experience in investment […]

Antoinette Hoon

Partner

PwC

Antoinette is a partner in PwC Hong Kong’s financial services practice and currently leads its private banking group. She has over 20 years of professional experience in Hong Kong and […]

Bruce Weatherill

Chairman

ClearView Financial Media

Bruce is a chartered accountant with over 40 years financial services experience, previously a partner in PwC, latterly as Global leader of their Wealth Management practice and the key driver […]

Danny Jones

Founding Partner

Huddleston Jones

As a Founding Partner at Huddleston Jones, Danny leads their retained search practice, specializing in Private Wealth Management across Asia Pacific and the Middle East. Prior to his executive search […]

David Wilson

APAC Wealth Management Lead

Accenture

David Wilson leads Accenture’s Asia Wealth Management practice, working with the senior leadership teams of the region’s wealth management firms to enable business growth and improve organizational enablement and efficiency. […]

Fernando Gandolini

Partner

Withers KhattarWong

He advises on US and international tax and estate planning for high net-worth individuals, trusts and estates. Fernando’s area of focus includes working with international families and successful entrepreneurs to […]

Jonathan Hollands

Managing Director

Carraway Group

Jonathan Hollands is an experienced execu­tive search professional and as managing director of Carraway Group covers all areas of the wealth management sector across the Asia-Pacific region. Jonathan began his […]

Dr. Mario A. Bassi

Senior Advisor

Private Wealth Management

Mario brings extensive experience to the industry as senior advisor driving sales and business initiatives in Asia Pacific for UHNWI/FO service providers. He draws upon his detailed understanding from roles […]

Michael Olesnicky

Special Advisor

Baker & McKenzie (Retired)

Michael was previously the partner in charge of Baker McKenzie’s tax group in Asia. At the firm, Michael focused on estate and succession planning for high net worth individuals. His […]

Mimi Hutton

Of Counsel

Withers

Mimi Hutton has over 30 years experience advising in Asia on charities and philanthro­py matters, and US and Hong Kong trust and tax affairs for individuals, families and financial institutions. […]

Patrick Donaldson

Head of Market Development, Wealth Management – Asia Pacific & Japan

Refinitiv

Patrick is the head of market development, wealth management – Asia Pacific & Japan, for Refinitiv based in Singapore. His role is to ensure that Refinitiv’s products & services meet […]

Philip Marcovici

Offices of Philip Marcovici

Philip Marcovici is retired from the practice of law and consults with governments, financial institutions and global families in relation to tax, wealth management and other matters. Philip was the […]

Philippe A May

Managing Director, Head of Asia Pacific

Arton Capital

The Hon. Philippe A. May is a part of the inception of the Arton Capital office in Singapore and oversees the Asia Pacific Region. His career began as a portfolio […]

Philippe Legrand

CEO

LCA Solutions

Philippe is CEO and co-founder of LCA Solutions, an award winning multi-family office that services high net worth clients as a one stop solution. Beyond a standard wealth management offering and […]

Professor Francis Koh

Professor Emeritus of Finance (Practice)

Singapore Management University

Professor Francis Koh is Emeritus Professor of Finance and the Founding Director of the MSc in Wealth Management Programme at the Singapore Management University. He is an Independent Non-Executive Director […]

Richard Grasby

Partner

Appleby

Richard Grasby is a Partner in Appleby’s Hong Kong office, leading the Private Client, Trusts and Family Office practice. Richard advises trustees, ultra-high net worth individuals, private trust companies and […]

Richard Weisman

Senior Tax Partner (Hong Kong)

Baker & McKenzie

Mr. Weisman has occupied various leadership positions within the Baker McKenzie, including as Head of Baker McKenzie’s Global Tax Practice Group and as a member of Baker McKenzie’s Global Executive […]

Rohit Bhuta

Chief Executive Officer

Crossinvest (Asia)

Rohit Bhuta, CEO, Crossinvest (Asia) Pte Ltd, a family owned independent asset management company with a 10 year presence in Asia. Crossinvest is headquartered in Lugano. Rohit has more than […]

Steven Seow

Executive Director

Singapore Consultancy

Steven Seow is the founder and executive director of Singapore Consultancy. He has more than 16 years of working experience in banking and consulting. Prior to running Singapore Consultancy, he […]

Susan Collins

Consultant

Stephenson Harwood


Private Bankers Panel

Anton Wong

Managing Director, Head of Taiwan Market

BNP Paribas Wealth Management, Asia Pacific

Anton Wong is Head of Taiwan Market based in Hong Kong.  Along with his team of Relationship Managers, he supports and services clients of Taiwanese descent in the region. This […]

Arjan de Boer

Head of Markets, Investments and Structuring Asia

Indosuez Wealth Management

Drawing upon his extensive leadership experience and industry knowledge, Arjan is responsible for the entire products and services offering in Asia and overlooks the regional investment strategy. Arjan started his […]

Bernard Rennell

Principal

Intergen Capital Partners Limited

Bernard, a former lawyer, has extensive experience in wealth structuring, corporate and family governance, corporate finance and financial markets. Before taking up his current role, Bernard was the global head […]

Britta Pfister

Managing Director

Rothschild Trust Asia Pacific

Britta joined Rothschild Trust in 2000 and is managing director of Rothschild Trust Asia Pacific. Her focus is on business strategy development and key client relationships in the region. Britta […]

Jacqueline Loh

Director, Head of Private Wealth, Asia

Ogier Global

Ms. Loh has specialised in the private client industry for more than 20 years, with experience as a trust and tax lawyer before moving into the private banking sector, setting […]

Jeroen Kwist

International Head of Wealth Management

BNY Mellon International Wealth Management

Jeroen Kwist is the managing director responsible for BNY Mellon International Wealth Management’s APAC and European regions. As such he oversees the firm’s current business activity while also leading the […]

Kwong Kin-Mun

Head of Wealth Management Coverage, Southeast Asia

Deutsche Asset & Wealth Management

Kwong Kin-Mun joined Deutsche Bank as head of wealth management SEA in late 2009 after seven years as head of South Asia private banking with DBS Bank.  He has 30 […]

Ong Yeng Fang

Managing Director

UOB Private Bank

Ong Yeng Fang is managing director and head of UOB Private Bank with global responsibility for UOB’s private banking business. Ms Ong started her career at DBS as a trainee […]

Ranjit Khanna

Head of South Asia

Union Bancaire Privee

Ranjit Khanna is head of the South Asia region and non-resident Indian clients for Asia and Middle East at Union Bancaire Privée. Based in Singapore, Ranjit is responsible for driving […]

Rob Ioannou

Managing Director, Head of International

DBS Private Bank

Rob Ioannou joined DBS Private Bank as managing director and head of international in July 2016.  His responsibilities include the Global South Asia and non-resident Indian teams, and cover Europe, […]

Rolf Gerber

Member of the Board of Directors

LGT Bank (Singapore)

Rolf Gerber lives in Singapore where he holds a number of board positions having retired after almost four decades in the finance industry at the end of 2016. Rolf joined […]

Simon Ng

Managing Director, Hong Kong Branch

Bank J. Safra Sarasin Ltd

Simon is a veteran wealth planner and private banker with more than 25 years of experience in wealth planning, trustee administration and private banking. Previously he was the Managing Director, […]

Vicky Wong

Managing Director and Head of Key Client Solutions

LGT Bank (Hong Kong)

Vicky Wong is head of key client solutions with LGT Bank in Hong Kong where she is responsible for assisting Asian-based clients with the non-investment aspects of their wealth planning. […]

Finalists

PRIVATE BANKING CATEGORIES – SOUTH EAST ASIA

OVERALL PRIVATE BANK - SOUTH-EAST ASIA  NOMINEEES BNP Paribas Wealth Management Citi Private Bank UHNW TEAM  NOMINEES BNP Paribas Wealth Management Citi Private Bank PURE PLAY  NOMINEES LGT Private Banking Asia Union Bancaire Privee BOUTIQUE PRIVATE BANK  NOMINEES Bordier & Cie LGT Private Banking Asia Union Bancaire Privee BEST PRIVATE BANK – INVESTMENT MANAGEMENT PLATFORM  NOMINEES BNP Paribas UOB Private Bank NRI OFFERING  Winner to be announced at awards dinner.  

PRIVATE BANKING CATEGORIES – GREATER CHINA

OVERALL PRIVATE BANK - GREATER CHINA  NOMINEES BNP Paribas Wealth Management Citi Private Bank HSBC Private Banking UHNW TEAM  NOMINEES BNP Paribas Wealth Management Citi Private Bank PURE PLAY  NOMINEES LGT Private Banking Asia Union Bancaire Privee BOUTIQUE PRIVATE BANK  NOMINEES LGT Private Banking Asia Union Bancaire Privee BEST PRIVATE BANK – INVESTMENT MANAGEMENT PLATFORM  NOMINEES BNP Paribas Wealth Management Citi Private Bank UOB Private Bank PRIVATE BANKING CATEGORIES   BEST PRIVATE BANK ASIA – TALENT MANAGEMENT  Winner to be announced at awards dinner.  

INVESTMENT MANAGEMENT CATEGORIES  

INDEPENDENT WEALTH MANAGER  NOMINEES Crossinvest Golden Equator Wealth London and Capital Asia Oclaner Asset Management Trilake Partners FUND MANAGER  NOMINEES Golden Equator Capital Oclaner Asset Management Silverdale Capital UOB Alternative Investment Management EXTERNAL ASSET MANAGEMENT PLATFORM AND OFFERING  Winner to be announced at awards dinner. BEST ASSET MANAGEMENT FIRM SERVING FAMILY OFFICES AND PRIVATE BANKS  Winner to be announced at awards dinner. ALTERNATIVE INVESTMENT MANAGER  NOMINEES HSBC Private Banking Silverdale Capital The Watch Fund UOB Alternative Investment Managenent FX SOLUTION PROVIDER  NOMINEES BNP Paribas Wealth Management Thomson Reuters  

MARKETING/PR CATEGORIES

BEST MARKETING OR PR CAMPAIGN  NOMINEES Berwin Leighton Paisner UBS Wealth Management  

PRIVATE CLIENT CATEGORIES

LEGAL TEAM – SOUTH-EAST ASIA NOMINEES Baker McKenzie Wong Leow. Berwin Leighton Paisner Herbert Smith Freehills RHTLaw Taylor Wessing Stephenson Harwood Withersworldwide LEGAL TEAM – GREATER CHINA NOMINEES Baker McKenzie Berwin Leighton Paisner Herbert Smith Freehills Stephenson Harwood Withersworldwide TAX/ACCOUNTANCY TEAM  NOMINEES Baker McKenzie Baker McKenzie Wong Leow. BDO Private Bank Equiom Withersworldwide INDEPENDENT TRUST OR FIDUCIARY COMPANY – SOUTH-EAST ASIA NOMINEES Equiom First Names Group Intertrust JTC Kensington Rawlinson & Hunter Vistra Zedra INDEPENDENT TRUST OR FIDUCIARY COMPANY – GREATER CHINA NOMINEES Equiom First Names Group Intertrust JTC Kensington Vistra Zedra INSTITUTIONAL TRUST OR FIDUCIARY COMPANY  NOMINEES BMO Private Bank HSBC Private Banking ESTATE PLANNING  NOMINEES Baker McKenzie IIFLW Stephenson Harwood Waterfield Advisors Withersworldwide MANAGEMENT CONSULTANCY  Winner to be announced at awards dinner.  

TECHNOLOGY CATEGORIES (TECH VENDORS ONLY)

FRONT OFFICE SOLUTION NOMINEES ERI Banking Software IMTF Banking Software Prive Technologies SS&C Advent Thomson Reuters TRANSACTION PROCESSING SOLUTION Winner to be announced at awards dinner. PORTFOLIO MANAGEMENT  NOMINEES Charles River Development ERI Banking Software Prive Technologies SS&C Advent SS&C Technologies CLIENT COMMUNICATIONS  NOMINEES FundCount SS&C Technologies CLIENT REPORTING  NOMINEES Canopy FundCount Prive Technologies SS&C Technologies COMPLIANCE  NOMINEES Appway IMTF Banking Software Prive Technologies Thomson Reuters OUTSOURCING SOLUTION  NOMINEES Prive Technologies SS&C Advent SS&C Technologies CRM SYSTEM  Winner to be announced at awards dinner. CLIENT ACCOUNTING  NOMINEES FundCount SS&C Technologies ON-BOARDING  NOMINEES Appway Prive Technologies Thomson Reuters INNOVATIVE FINTECH SOLUTION  NOMINEES Canopy FundCount Prive Technologies SS&C Advent SS&C Technologies Thomson Reuters  

TECHNOLOGY CATEGORIES (OPEN)

INNOVATIVE CLIENT SOLUTION  NOMINEES Prive Technologies Thomson Reuters UBS Wealth Management  

SPECIAL WEALTH MANAGEMENT CATEGORIES

CORPORATE SOCIAL RESPONSIBILITY/ DIVERSITY 

NOMINEES RBC Wealth Management RHTLaw Taylor Wessing INTERNATIONAL FINANCE CENTRE  Winner to be announced at awards dinner. WEALTH PLANNING TEAM – SOUTH-EAST ASIA NOMINEES Baker McKenzie Wong Leow Equiom RHTLaw Taylor Wessing Stephenson Harwood Withersworldwide WEALTH PLANNING TEAM – GREATER CHINA NOMINEES Baker McKenzie Equiom HSBC Private Banking Stephenson Harwood Withersworldwide PHILANTHROPY OFFERING/INITIATIVE OF THE YEAR  NOMINEES BNP Paribas Wealth Management HSBC Private Banking RHTLaw Taylor Wessing Waterfield Advisors Withersworldwide MOST PROMISING NEW ENTRANT  Winner to be announced at awards dinner. MOST INNOVATIVE WEALTH MANAGEMENT MODEL  NOMINEES Crossinvest IIFL RBC Wealth Management  

LEADERSHIP CATEGORIES

WOMEN IN WEALTH MANAGEMENT (INDIVIDUAL CONTRIBUTION)  NOMINEES Baker McKenzie Wong Leow. – Dawn Quek BDO – Kylie Luo Golder Equator Wealth – Shirley Crystal Chua Waterfield Advisors – Sadaf Behbahany Withersworldwide – Stacy Choong WOMAN IN WEALTH MANAGEMENT (COMPANY CONTRIBUTION)  NOMINEES BDO Waterfield Advisors Withersworldwide OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY)  NOMINEES Baker McKenzie BDO Herbert Smith Freehills London and Capital Asia Prive Technologies RBC Wealth Management Scorpio Partnership Withersworldwide LEADING INDIVIDUAL Winner to be announced at awards dinner LIFETIME ACHIEVEMENT Winner to be announced at awards dinner

About our Sponsors

Featured Sponsors

Headline Sponsor


Sponsors


Venue

The Westin Singapore

Address: 12 Marina View, Asia Square Tower 2, Singapore, 018961, Singapore

Telephone: (65) 6922 6888

Winners

PRIVATE BANKING CATEGORIES – SOUTH EAST ASIA

 

OVERALL PRIVATE BANK - SOUTH-EAST ASIA

WINNER

BNP Paribas Wealth Management

 

UHNW TEAM

WINNER

Citi Private Bank

 

PURE PLAY

WINNER

LGT Private Banking Asia

 

BOUTIQUE PRIVATE BANK

WINNER

Bordier & Cie

 

BEST PRIVATE BANK – INVESTMENT MANAGEMENT PLATFORM

WINNER

UOB Private Bank

 

NRI OFFERING

WINNER

BNP Paribas Wealth Management

 

PRIVATE BANKING CATEGORIES – GREATER CHINA

 

OVERALL PRIVATE BANK - GREATER CHINA

WINNER

HSBC Private Banking

 

UHNW TEAM

WINNER

Citi Private Bank

 

PURE PLAY

WINNER

Union Bancaire Privee

 

BOUTIQUE PRIVATE BANK

WINNER

LGT Private Banking Asia

 

BEST PRIVATE BANK – INVESTMENT MANAGEMENT PLATFORM

WINNER

Citi Private Bank

 

PRIVATE BANKING CATEGORIES

 

BEST PRIVATE BANK ASIA – TALENT MANAGEMENT

WINNER

BMO Private Bank

 

INVESTMENT MANAGEMENT CATEGORIES

 

INDEPENDENT WEALTH MANAGER

WINNER

Crossinvest

 

FUND MANAGER

WINNER

Golden Equator Capital

 

EXTERNAL ASSET MANAGEMENT PLATFORM AND OFFERING

WINNER

UBS Wealth Management  

 

BEST ASSET MANAGEMENT FIRM SERVING FAMILY OFFICES AND PRIVATE BANKS

WINNER

Silverdale Capital

 

ALTERNATIVE INVESTMENT MANAGER

WINNER

UOB Alternative Investment Management

 

FX SOLUTION PROVIDER

WINNER

BNP Paribas Wealth Management  

 

MARKETING/PR CATEGORIES

 

BEST MARKETING OR PR CAMPAIGN

WINNER

Berwin Leighton Paisner

 

PRIVATE CLIENT CATEGORIES

 

LEGAL TEAM – SOUTH-EAST ASIA

WINNER/HIGHLY COMMENDED

Baker McKenzie Wong & Leow - Winner

RHTLaw Taylor Wessing – Highly commended

 

LEGAL TEAM – GREATER CHINA

WINNER/HIGHLY COMMENDED

Baker McKenzie - Winner

Herbert Smith Freehills – Highly commended

 

TAX/ACCOUNTANCY TEAM

WINNER

BDO

 

INDEPENDENT TRUST OR FIDUCIARY COMPANY – SOUTH-EAST ASIA

WINNER

Equiom

 

INDEPENDENT TRUST OR FIDUCIARY COMPANY – GREATER CHINA

WINNER

Intertrust

 

INSTITUTIONAL TRUST OR FIDUCIARY COMPANY

WINNER/HIGHLY COMMENDED

BMO Private Bank – Joint winner

HSBC Private Banking – Joint winner

 

ESTATE PLANNING

WINNER

Withersworldwide

 

MANAGEMENT CONSULTANCY

WINNER

London and Capital Asia

 

TECHNOLOGY CATEGORIES (TECH VENDORS ONLY)

 

FRONT OFFICE SOLUTION

WINNER

IMTF Banking Software

 

TRANSACTION PROCESSING SOLUTION

WINNER

ERI Banking Software

 

PORTFOLIO MANAGEMENT

WINNER/HIGHLY COMMENDED

Charles River Development – joint winner

SS&C Advent – joint winner

 

CLIENT COMMUNICATIONS

WINNER

SS&C Technologies

 

CLIENT REPORTING

WINNER/HIGHLY COMMENDED

Canopy – highly commended

FundCount - winner

 

COMPLIANCE

WINNER

Thomson Reuters

 

OUTSOURCING SOLUTION

WINNER

SS&C Technologies

 

 

CRM SYSTEM

WINNER

Finantix

 

CLIENT ACCOUNTING

WINNER

SS&C Technologies

 

ON-BOARDING

WINNER

Appway

 

INNOVATIVE FINTECH SOLUTION

WINNER

Prive Technologies

 

TECHNOLOGY CATEGORIES (OPEN)

 

INNOVATIVE CLIENT SOLUTION

WINNER

UBS Wealth Management

 

SPECIAL WEALTH MANAGEMENT CATEGORIES

 

CORPORATE SOCIAL RESPONSIBILITY/ DIVERSITY

WINNER

RHTLaw Taylor Wessing

 

INTERNATIONAL FINANCE CENTRE

WINNER

Jersey

 

WEALTH PLANNING TEAM – SOUTH-EAST ASIA

WINNER

RHTLaw Taylor Wessing 

 

WEALTH PLANNING TEAM – GREATER CHINA

WINNER

HSBC Private Banking

 

PHILANTHROPY OFFERING/INITIATIVE OF THE YEAR

WINNERS

BNP Paribas Wealth Management – Joint winner

HSBC Private Banking – Joint winner

 

MOST PROMISING NEW ENTRANT

WINNER

Rawlinson & Hunter

 

MOST INNOVATIVE WEALTH MANAGEMENT MODEL

WINNER

RBC Wealth Management

 

LEADERSHIP CATEGORIES

 

WOMEN IN WEALTH MANAGEMENT (INDIVIDUAL CONTRIBUTION)

WINNER

Baker McKenzie Wong & Leow. – Dawn Quek

 

WOMAN IN WEALTH MANAGEMENT (COMPANY CONTRIBUTION)

WINNER

Withersworldwide

 

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY)

WINNER

Scorpio Partnership

 

LEADING INDIVIDUAL

Vincent Magnenat

Lombard Odier

 

LIFETIME ACHIEVEMENT

Tan Su Shan

DBS Bank