WealthBriefingAsia Awards 2019

Overview

A warm welcome to the WealthBriefingAsia Awards 2019. 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 2019 awards ceremony.

Key Dates

Awards Ceremony will be on 30 May 2019.

Judging Process

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

William Ahern

Principal

Family Capital Conservation

William Ahern established Family Capital Conservation in 2008 to focus on providing independent strategic advice to families and intermediaries in complex tax succession and legacy planning. The firm is founded on Bill’s 20 years experience in Hong Kong and across Asia in the areas of complex tax, succession and legal issues.

Bill’s early career was formed at Hong Kong law firm, Deacons, before he moved to Brisbane. He returned to Hong Kong in 1999 to work in a private client law firm, becoming a director of trust and legal affairs at an international trust company after that. He was managing partner at HSBC’s private bank’s tax advisory arm until 2008.

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 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

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 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.

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 25 years of industry experience. Prior to Crossinvest (Asia) Rohit worked with the Macquarie group for over 22 years in various capacities and geographies including Australia, Singapore, Malaysia, South Africa, Hong Kong and India. He has also worked in the UK and New Zealand during the early part of his career.

Susan Collins

Consultant

Stephenson Harwood

Alain Esseiva

CEO and Co-Founder

Alpadis Group

Alain Esseiva is the co-founder and CEO of Alpadis Group. In his capacity of managing director he oversees, with the support of the experienced team, the operations of the Singapore office.

Alain brings over 30 years of combined experience in wealth planning, management and financing services. Prior to founding Alpadis Group, he worked for Ernst and Young, providing core audit and accounting services, and before that with several leading independent trust companies in Geneva.

Alain is a resident in Singapore and a Swiss national. He is an avid ultra-marathon runner, recently completing the Gobi March 2018 run, 250km across the Gobi Desert in six days.

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 establish tax efficient succession planning structures, identifying tax planning opportunities for clients seeking to relocate to or invest in the US and advising on US tax non-compliance issues and voluntary disclosure. He has acquired significant cross-border experience advising clients with close ties to Asia, continental Europe (particularly Italy and Spain) and South America.

Richard Grasby

Partner

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. He is admitted to practice in England and Wales and the British Virgin Islands. He was formerly admitted in the Cayman Islands.

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 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.

Danny Jones

Founding Partner

Huddleston Jones

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.

Valérie Mantot

Director and Head of MENA

Sanne Group

Valérie is head of CRM –Asia Pacific based in Singapore and has overall responsibility for business development and the services delivery for the Asia and MENA region.

Prior to joining Sanne, Valérie worked for more than fifteen years as a corporate law and funds lawyer at leading law firms in Paris, Luxembourg and Dubai. She has gained considerable experience working with asset managers and family offices with respect to structuring their cross border investments globally.

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 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 Olesnicky

Special Advisor

KPMG

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

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 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.

Bruce Weatherill

Chief Executive

Weatherill Consulting

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, JDX Consulting and Ten Group.

Richard Weisman

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.

David Wilson

Head of Asia Wealth Management

Capgemini Financial Services

David Wilson heads Capgemini’s Asia Wealth Management business, for Capgemini’s Financial Services business. David has professional services and financial services experience spanning the areas of strategic research and analysis, management consulting, digital transformation, and marketing.

David focuses on wealth management and in addition to client engagements, serves as engagement manager for leading reports such as the Capgemini World Wealth Report and Asia-Pacific Wealth Report. He also blogs regularly at www.thewealthconsultant.com.

Previously, David was a strategy consultant for Capgemini Consulting’s Strategy and Transformation practice where he worked on projects across a variety of sectors.

Prior to joining Capgemini in 2007, David worked for the U.S. wealth management divisions of UBS Wealth Management and Merrill Lynch Global Private Client Group.

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.

Evrard Bordier

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.

Lavanya Chari

Managing Director Head of Global Products & Solutions, Asia Pacific

Deutsche Bank

Lavanya Chari is a managing director at Deutsche Bank and runs Global Products and Solutions for Wealth Management in APAC. Her responsibilities span across funds solutions, capital markets and wealth planning.

Prior to that, she was part of global markets in Deutsche Bank and was responsible for structured investor solutions and asset structuring for Asia. Between 2009 and 2011, Lavanya was responsible for the commodities asset structuring business globally. Prior to that, she ran the rates structuring business for institutional and private banking clients in Europe.

Lavanya spent nine years of her career in Deutsche Bank in London and moved to Singapore in the middle of 2011.

Yolande Escher

Regional Managing Director, Head of Greater China

BNY Mellon Wealth Management

Yolande Escher is regional managing director, head of Greater China for BNY Mellon Wealth Management based in Hong Kong. In this role she manages the bank’s bespoke portfolio management proposition, trusted fiduciary services (for Cayman and US trust structures), as well as global family office services for Asia. Yolande’s clients include UHNWI from Hong Kong, China, Taiwan, Thailand and the Philippines.

Prior to moving to Hong Kong, Yolande was senior wealth director for Family Office Services at BNY Mellon based in London. While there she advised European, Middle Eastern and Asian family offices how to create operational efficiencies within a trusted, global custody relationship with the world’s largest custodian.

Rolf Gerber

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.

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, 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.

Philippe Legrand

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”.

Jacqueline Loh

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.

Simon Ng

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.

Bernard Rennell

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).

Anton Wong

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.

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. 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

Sponsors

For sponsorship opportunities contact ANDREW DEANE Publisher WealthBrie ngAsia Singapore Mobile: +65 85984112 (Whatsapp) UK Mobile: +44 7957 782290 Skype: andrewdeane Email: andrew.deane@clearviewpublishing.com

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