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)
- 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.
- 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)
There will be two judging panels for the awards. A panel of trusted advisors who will be responsible for judging the private banking categories. A second panel of private bankers will judge the trusted advisor categories. This is to ensure that commercially sensitive information is kept confidential and to avoid conflicts of interest.
Trusted Advisor Panel
CEO and Co-Founder
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 banking and the Financial Services industry, having worked for top-tier global banks including Bankers Trust, Macquarie Group and Deutsche Bank, and global financial technology providers such as SunGard, before he co-founded AGDelta in 2004.
Andrew is a strong advocate of the adoption of disruptive technologies and ‘out of the box’ thinking to address the business challenges within the financial services industry, and regularly pushes for such thinking at events and conferences. Over the past 10 years he has been actively engaging retail and private banking institutions globally in transforming their business by leveraging E-commerce and digital channel models and technology, and is keen to play a leading role in developing the nascent ‘Digital Technopreneur’ movement in Asia. Andrew holds a Bachelor’s in Business from the University of Technology, Sydney and postgraduate studies in Applied Finance from Macquarie University Australia.
Dr. Mario A. Bassi
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 such as global head of business management for ANZ Private Bank in Australasia, where he defined and delivered the strategic and operational needs for the business.
Previously Mario worked for leading wealth managers such as Vontobel, Credit Suisse and Deutsche Bank, holding positions across a variety of disciplines including relationship management, business and financial planning, training and development, strategy, business development and marketing communications in both Europe and Asia. He was also managing director for Solution Providers Management Consulting, leading its growth in Asia Pacific, specifically Singapore.
Chief Executive Officer
As CEO of Crossinvest (Asia), the family-owned independent asset management company, Rohit Bhuta brings over 25 years global experience in asset management, investment banking, private banking and wealth management to the business.
Prior to joining Crossinvest, Rohit worked at the Macquarie Group for over 22 years, undertaking appointments in Australia, Singapore, Malaysia, South Africa, Hong Kong and India. Rohit has also worked in New Zealand and the UK.
Rohit’s career has seen him fulfill various board, leadership and strategic roles including his current position where, as the CEO, he is responsible for delivering the culture, strategies and business profitability of the firm.
Charles Russell Speechlys
Richard Grasby advises individuals, trustees and related entities on cross border private client issues. Richard has particular experience with offshore structures having worked previously for leading Cayman Islands / BVI law firms. Richard has been based in Hong Kong since 2009. Richard is the current chair of the Hong Kong branch of STEP.
Richard Grasby is admitted to practice in England and Wales and the British Virgin Islands. He was formerly admitted in the Cayman Islands.
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 career as a headhunter in 1998 when he focused on the German and Swiss markets. Before his return to Asia 12 years ago, Jonathan covered senior management positions across central and eastern Europe. Jonathan’s recent successes in the wealth management sector include placing a head of onshore private banking, securing managing director level relationship managers, a head of Hong Kong, senior advisory specialists, China focused bankers and C level officers. Prior to entering executive search Jonathan was a British Army Officer in the 14th/20th Kings Hussars serving in Operation Desert Storm 1991 and in Brunei and Hong Kong in the late 1980’s.
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 New Zealand and works with many leading multinational banks. She has extensive experience on industry developments and challenges faced by private banking clients. Antoinette leads a number of statutory audits for local and international private banks. She has also led a number of advisory projects with private banking clients, including KYC/AML reviews, governance reviews, business risk management reviews, regulatory reviews and integration assistance. Antoinette is a member of the accreditation & exemption committee of the Private Wealth Management Association in Hong Kong.
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. She is a Hong Kong and US qualified lawyer. Mimi advises clients on the creation of charitable structures and on their ongoing philanthropy. She also advises charities on tax and structuring and governance matters. She works with clients who have US family members who are investing in the US, moving to the US or expatriating. Mimi also advises in connection with international probate matters, including matters in which the estate owns US assets and/or has US beneficiaries. She also assists clients who have US citizenship or green card status on trust and estate planning strategies.
A founding partner in Huddleston Jones, Danny leads the group’s retained search practice focused on the traditional private wealth management markets of Asia Pacific and the Middle East. Danny has an excellent understanding across a broad spectrum of disciplines within wealth management, delivering cross-border recruitment solutions whilst providing thematic industry research and market intelligence.
Prior to executive search, Danny’s experience within his area of specialty included work for an international wealth manager in Dubai, Tokyo and Johannesburg. Relocating to Asia in 2008, Danny has since led ‘front office’ search businesses in Hong Kong and Singapore, where he is recognized as one of the leading private banking and wealth management sector executive search specialists.
Professor Francis Koh
Vice-Provost (Special Projects)
Singapore Management University
Professor Francis Koh is vice-provost (special projects), a professor of finance (practice), and director of the MSc in wealth management programme at Singapore Management University.
Employed by the Government of Singapore Investment Corporation between 1994-2002, he was involved in investment projects in various countries, including China, Thailand and Indonesia. He is active in consulting, executive development and public service. He was conferred with the Public Administration Medal (Silver) in 2013.
Professor Koh is widely and internationally published, and appears as a panelist on wealth management issues at many conferences. In 2012, Francis was awarded an honorary doctorate (honoris causa) in economics by the University of St Gallen. In 2016, Francis was honoured with the lifetime achievement award by WealthBriefingAsia.
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 founder and CEO of LawInContext, the interactive knowledge venture of Baker & McKenzie, and was one of the founders of the firm’s global wealth management practice. Philip was a partner of Baker & McKenzie before retiring at the end of 2009. In addition to his years of international tax practice in Hong Kong and Zurich, Philip has also practiced law in New York, Vancouver and British Columbia.
Philippe A May
Managing Director, Head of Asia Pacific
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 manager for Asian Equities at Credit Suisse in Zurich. After his move to Singapore he became vice president of EFG Private Bank and director of VP Bank. Mr. May is a Swiss-certified financial planner and banking specialist. He holds a Bachelor of Business Administration and studied Chinese at Jiao Tong University in Shanghai. In 2011 the government of St. Vincent and the Grenadines appointed him as its Honorary Consul to Singapore.
Michael is a special advisor with KPMG in Hong Kong. He was previously the head of Baker & McKenzie’s Hong Kong/China and Asia tax groups before joining KPMG in October 2014. Michael also focused on estate and succession planning for HNW individuals in Asia. He has focused on Asia generally and Hong Kong specifically. He continues to focus on these practice areas at KPMG.
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 was the Asia head of wealth management for Mercer (2013-2017) and a director in EY Advisory (2008-2013). Over the course of his career, he has also worked in Citi Private Bank, IBM, PwC Consulting and Odyssey.
Across his career, Steven works with banks, insurance companies, independent financial advisors and family offices. He covers various domains in investments, risk management, regulatory compliance, operating model design, product design, customer value proposition, process improvement and technology enhancement.
ClearView Financial Media
Bruce is a chartered accountant with over 37 years financial services experience, previously a partner in PwC, latterly as Global leader of their Wealth Management practice and the key driver of their bi-annual Wealth Management Report. Bruce is now CEO of Weatherill Consulting providing advice on client centricity and wider strategic matters to wealth managers. He is the author of The Value of Trust: the quest by Wealth Managers for Trusted Advisor status and a number of other thought leadership reports. Bruce is chairman of ClearView Financial Media and a non-executive of a number of companies including Fidelity Holdings UK, The Wisdom Council, ComPeer and JDX Consulting.
Senior Tax Partner (Hong Kong)
Baker & McKenzie
Richard Weisman heads Baker & McKenzie’s wealth management practice in Hong Kong. Richard advises financial institutions and families on international tax, trust, and wealth management, including FATCA, CRS and compliance issues. He also advises governments regarding tax policy. A graduate of Yale College and Harvard Law School, Richard has served on Baker & McKenzie’s global executive committee, head of Baker & McKenzie’s global tax practice, and as chairman of Baker & McKenzie’s Asia Pacific regional counsel.
Head of Asia Wealth Management
Capgemini Financial Services
Private Bankers Panel
Arjan de Boer
Head of Markets & Investment Solutions
ANZ Private Bank
Arjan’s career started with Hollandsche Bank Unie (HBU), serving private, corporate and institutional clients within a dealing room environment, and subsequently became head of treasury & special products private clients in the Netherlands.
He has over 14 years of experience with ABN AMRO Private Banking, of which more than 7 years in Asia: early 2006 he relocated to Singapore as regional head of treasury & special products and moved to Hong Kong in 2010 as head of private banking North Asia. Subsequently, he was appointed head of North Asia at ANZ Private Bank.
Early 2017 Arjan joined Indosuez Wealth management as head of markets & investment solutions Asia, based in Hong Kong.
Chief Executive Officer
Bordier & Cie, Singapore
Evrard Bordier is chief executive officer of Bordier & Cie, Singapore and managing partner of Bordier & Cie Group. He also serves as president of the board of Bordier International Bank & Trust in Turks & Caicos Islands. Prior to his current role, he was managing director of Bordier International in London for 10 years. Before that, he served as chief of staff at UBS in Zurich where he joined from Swiss Bank Corporation in Singapore. He first moved to Asia in 1994 and was a broker at Nomura International in Hong Kong.
Ong Yeng Fang
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 officer in 1989 where she spent 17 years, rising to the position of managing director of the firm’s consumer product sector of corporate and investment banking services.
She moved into private banking in August 2006 joining Bank Julius Baer as managing director (senior advisor). Thereafter she spent four years at Bank of America Merrill Lynch (BoAML) before joining UOB Private Bank in June 2014.
Ms Ong holds a Bachelor of Business Administration (Finance and Marketing) from the National University of Singapore.
Member of the Board of Directors
LGT Bank (Singapore)
Rolf Gerber lives in Singapore where he holds a number of board and industry council positions having retired after almost four decades in the finance industry at the end of 2015. Rolf joined LGT Bank in 2002 to establish a banking platform for the bank in Singapore. His last role was chairman of LGT Bank (Singapore). Before joining LGT he worked at UBS Investment Banking for over 20 years in various leadership positions in Zurich, London, Tokyo, Seoul, Hong Kong and Singapore.
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, Middle East and Africa, as well as the Japan International segment. Rob serves on DBS’s regional wealth management committee.
Prior to joining DBS, Rob was co-head of HSBC’s Private Bank for Southeast Asia and a director of HSBC Trust Company Singapore.
A career private banker with over 20 years of financial services experience, Rob started his career with Citibank in London, after which he moved to J.P Morgan as a senior coverage private banker for UHNW and international clients.
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 the strategic growth agenda for UBP's Southeast Asian business covering Singapore, Indonesia, Malaysia and Thailand. In addition, he also leads the non-resident Indian segment across Asia and the Middle East. Ranjit has over 25 years of experience in the banking sector. Prior to UBP’s acquisition of Coutts in Asia where he was the South Asia and Global NRI head, Ranjit served as managing director, private banking at Bank Sarasin Alpen in Dubai.
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 years of wealth management industry experience. Kin-Mun is also a member if WM APAC executive committee.
He is responsible for a group of over 140 client-facing professionals of which half are relationship managers and investment advisors providing tailored wealth management solutions to HNW/UHNW clients mainly based within the Southeast Asia region.
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 execution of its organic and strategic growth strategy across Asia and Europe.
With nearly 19 years experience in management consultancy and wealth management, Jeroen came to his current role from BNY Mellon International Wealth Management where his responsibilities embraced business development and strategy. Before that he worked in BNY Mellon’s US Wealth Management business. Jeroen joined BNY Mellon from a local US wealth management firm where he managed both US and international clients.
CEO and Founder
London & Capital, Asia
Philippe is CEO and founding partner of London & Capital Asia, an award winning multi-family office that services high net worth clients as a one stop solution. Beyond a standard wealth management offering and corporate advisory solutions for the family business, LCA offers family governance guidance and also provides a forum to source answers to numerous non-financial issues (succession & generational transfer, legal structuring, immigration, family charters etc.).
Philippe has accumulated over 30 years of senior management experience with international banks in private, corporate and investment banking.
Before founding LCA in 2010, he developed the Asian private banking platform for Rabobank/Sarasin in the late 1990s and subsequently headed the private banking North Asian operations of ABN AMRO. He was previously deputy CEO of BNP Paribas Wealth Management, North Asia, a group for whom he worked for over 13 years.
Based in Hong Kong since 1995 he has also worked in Europe, North America and India; Philippe is a regular speaker at wealth management and asset management conferences in Asia as well as being a judge for various awards within the industry.
Philippe won the Asian WealthBriefing 2017 Award for “Outstanding contribution to wealth management thought leadership”.
Senior Vice-President, Private Wealth Solutions
HSBC Private Bank
Ms. Loh has over 15 years experience in the tax and trust wealth planning industry. Her career began as a tax lawyer with the private client group of Baker & McKenzie in Hong Kong where she specialised in trust and tax planning for families with ties in Canadian, US and Hong Kong. Jacqueline is currently senior vice-president of private wealth solutions of HSBC Private Bank where her major duties include the day-to-day administration and management of trust relationships for HNW families in Hong Kong and Taiwan.
Ms Loh is the current chair of the Hong Kong branch of the Society of Trust and Estate Practitioners.
Managing Director, Private Banking, North Asia and Wealth Solution, Asia
BMO (Bank of Montreal) Private Bank
Simon is one of the few Chinese speaking veteran trust specialists with over 22 years of experience in wealth planning, trustee administration and private banking. He had previously been the managing director and head of Royal Bank of Canada’s Wealth Management Trust - Asia for over 19 years and private banking Hong Kong for abut 16 years.
Simon is highly regarded in the industry and has won many industry awards during his professional careers. He is a chartered accountant, qualified in Canada and a member of the STEP. He was an executive committee member of the Hong Kong Trustee Association from 1996 to 2005, and its deputy chairman between 1999 and 2000. Simon’s experience has also embraced periods with HSBC Trustee International in Hong Kong, and Deloitte & Touche in Hong Kong and Vancouver, Canada.
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 is a German-trained barrister with 23 years trust (Credit Suisse Trust and Rothschild Trust) and tax (PricewaterhouseCoopers Tax & Legal, CMS Hasche Sigle) experience.
Britta is a distinguished fellow at INSEAD in the area of family office, under INSEAD’s global private equity initiative, as well as a frequent lecturer at international conferences and author of various articles on tax and estate planning matters and holds an executive degree in mergers and acquisitions from Stanford University. She received the award “Leading Individual Financial Services” in Singapore from WealthBriefingAsia in 2016.
Global Head of Family Governance and Family Enterprise Succession
HSBC Private Bank
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 of HSBC’s private trust and succession planning business and the regional head Asia-Pacific of HSBC Private Bank.
Bernard is past chairman of the private banking sub-committee of the Hong Kong Association of Banks, past chairman of the Hong Kong Branch of the Society of Trust and Estate Practitioners, past chairman of the Hong Kong Trustees' Association. He has also served as a member of the Financial Services Advisory Committee of the Hong Kong Trade Development Council, and as a member of the Joint Liaison Committee on Trust Law Reform (HK).
Managing Director, Head of Key Client Group
BNP Paribas Wealth Management, Asia Pacific
Mr. Anton Wong is head of key client group, Asia Pacific for BNP Paribas Wealth Management. He joined the bank in October 2011. Based in Hong Kong, Anton leads the development of BNP Paribas Wealth Management’s key client strategy and platform in the region. He oversees the private bank’s cross-selling efforts with corporate & institutional bank and other métiers, as well as bringing customized propositions to best service BNP Paribas Wealth Management’s top clients. As an extension of his responsibilities, Anton is also in charge of BNP Paribas Wealth Management’s annual next generation program and is a spokesperson for the bank’s Global Entrepreneur Report. He has been actively engaged in the promotion of the arts and inclusive activities for disabled artists through his involvement in local NGOs.
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. Vicky also plays a key role in developing LGT’s Asian business and serves on LGT’s executive board Asia.
Prior to joining LGT Group, Vicky was an executive director at Goldman Sachs (Asia) for over 10 years. Before that, she practiced private client law, first with Stikeman Elliott, and then with Bryan Cave. Vicky is a licensed attorney in California and Washington, U.S.A, a licensed barrister and solicitor in British Columbia, Canada, and a member of the Law Societies of Hong Kong, and England and Wales.
Finalists will be announced on 18 April 2018.
The Westin Singapore
Address: 12 Marina View, Asia Square Tower 2, Singapore, 018961, Singapore
Telephone: (65) 6922 6888
Winners will be announced at the awards ceremony on 31 May 2018.