WealthBriefingAsia – Hong Kong Awards, 2015

Overview

2014 saw the launch of the WealthBriefingAsia Hong Kong Awards as WealthBriefingAsia set to spread the word about the profession’s achievements to a wider audience. For 2015 the awards promise to attract in the region of 250 – 300 senior banking and wealth management professionals.

The awards are focused around three main category groupings:

  • experts (individuals and teams);
  • products and services for wealth managers and clients and institutions of all sizes and types.

Independence, integrity and genuine insight are the watchwords of the judging process. This involves specially convened panels of experts drawn from private banks and trusted advisors, and support by relevant third-party organisations.

Winning a WealthBriefingAsia award sets firms apart from their competitors and is a tangible demonstration that they have something special to offer, rewarding achievement, showcasing top class performance and innovation.

We look forward to receiving your entries and seeing you at the 2015 awards ceremony.

Key Dates

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.

Samantha Bradley

Branch Chair

STEP, Hong Kong

Samantha Bradley’s extensive experience in the wealth management sector began in Allen & Overy’s private client department in 1995. She moved to a family office as lead lawyer in 2002 before joining Withers where she became a partner in its wealth planning department three years later. Samantha helped launch Withers’ first Asian office in Hong Kong in 2008 and was its first office managing director and regional head of wealth planning Asia. She is now head of legal and trust management in a mature Hong Kong based single family office. Samantha was appointed branch chair of STEP Hong Kong in January 2013.

Susan Collins

Director

Landgrove Private Office

Susan Collins has over 20 years of experience in the private wealth management industry in Hong Kong, most recently running a non-investment lead multi-family office. A founding director of Landgrove Private Office, Susan works with lawyers, bankers and other advisers around the globe. Her areas of expertise are Hong Kong and international tax, corporate and family governance, trust and estate structuring and the creation and administration of philanthropic vehicles. Susan is a past chairman of STEP Hong Kong and sits on its executive committee and philanthropy sub-committee and is co-chair of the education sub-committee.

Martin Crawford

Chief Executive Officer

Vistra

Martin joined Offshore Incorporations as chief executive officer in 2009 and led the company’s successful merger with Vistra, a leading provider of fund administration, trust and corporate services in Europe in March 2011. He is CEO of the newly created OV Group with responsibility for its 30 offices covering 21 jurisdictions.

Before joining OIL, Martin was CEO of Labuan IBFC, and was based in Sydney as regional managing director (Asia/Pacific) for Travelex, the world’s largest non-bank foreign exchange company prior to that. He joined Travelex after seven years at MLC, (one of the largest fund managers in Australasia), and began his career with six years at Bain & Company in London.

Christiaan De Bruyn

Director of Trust Services

Trident Trust Company

Christiaan De Bruyn is director of trust services for the Trident Trust Group in Hong Kong, a leading independent provider of corporate, fiduciary and fund administration services with offices in 24 jurisdictions. He focuses on trustee services to family business owners and corporate pension funds, both in Hong Kong and through the other Trident Trust offices. Christiaan is a chartered accountant with 29 years experience, the first 12 years working as an auditor for Deloitte in South Africa and the Benelux, the next 12 years’ working in the fiduciary industry in Jersey and the last five years in Hong Kong.

Tim Gibson-Tullberg

Head of Global Private Wealth Management

Sheffield Haworth

Tim Gibson-Tullberg is head of global private wealth management for Sheffield Haworth, a financial services executive search business which acquired his search business in London, Singapore and Geneva in 2012.

Tim, who is based in Singapore, has over 13 years of executive search experience in private wealth markets. Over this period he and his team have worked with some of the most prestigious brands and independent boutiques. His focus is on helping firms and family offices launch new projects where he also has a solid reputation as a career advisor. He was an officer in the British Army for 20 years previously.

Richard Grasby

Partner

Maples and Calder

Richard is a partner in Maples and Calder’s trusts and private wealth practice in Hong Kong. He advises institutional trustees and private individuals on all areas of trust law and related private wealth issues. Richard also advises trustees, investment managers and investors on the establishment of investment funds, with a particular focus on unit trusts and private funds for wealthy individuals and families. He acts for trustees and settlors on the establishment and administration of private and charitable trusts and the establishment of private trust companies and family offices. He also acts in respect of estate planning and administration of estates. Richard has been named as a leading lawyer on Citywealth’s leaders list and recommended as a leading trusts lawyer in Legal 500. He regularly writes for industry journals and has spoken at several conferences in Asia.

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 career as a headhunter in 1998 when he focused on the German and Swiss markets. Before his return to Asia eight 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 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.

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. 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.

Philippe Legrand

Chief Executive

London & Capital, Asia

Philippe Legrand is chief executive and founding partner of London & Capital Asia, an award-winning multi-family office that services HNW clients as a one-stop solution for all their financial needs, in either wealth management or corporate advisory for their family business.

Philippe has accumulated 30 years of senior management experience with international banks in private, corporate and investment banking. 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 which he worked for over 13 years.

Based in Hong Kong since 1995, he has also worked in Europe, North America and India. He is a regular speaker at wealth management and asset management conferences in Asia as well as being a judge for awards within the industry.

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 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.

Reto Merazzi

General Manager, APAC Region

Appway

As general manager for Appway across the APAC region, Hong Kong-based Reto Merazzi has more than 20 years’ experience in the international banking sector. Reto’s career began in his native Switzerland at Zuercher Kantonalbank until he moved to Credit Suisse where he worked in securities lending and borrowing. He joined UBS in 2000 and after assignments in Singapore and New York was promoted to head of strategic portfolio management APAC in wealth management IT. Reto moved to Hong Kong with UBS in 2010 and joined Appway three years later.

A specialist in business technology, Reto has defined strategies from small local roll-outs to substantial global implementations.

Richard Norridge

Partner & Head of Private Wealth – Asia

Herbert Smith Freehills

As head of Herbert Smith Freehills’ private wealth practice in Asia, Richard acts for HNW individuals, their families, private banks and other advisors across Asia on a range of contentious and non-contentious trust and probate issues together with charitable and family company matters.  Richard also has extensive experience in acting for international banks and individuals in cases involving fraud.  He has been recognised as a leading practitioner by both the Legal 500 and Chambers.  Richard is qualified in both Hong Kong and England and worked with Allen & Overy in London for nearly eight years prior to moving to Hong Kong in 2011.

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.

Patrycja Oselkowska

Executive Director

EY

Patrycja is an executive director in EY’s financial advisory practice, specialising in digital transformation. She has over 14 years of work experience with focus on digital, customer experience, and multi-channel strategies. She is an expert in wealth management, specifically focused on CRM and digital strategies. Patrycja has worked on a number of large-scale transformation projects across clients in Europe and Asia. Her experience includes target operating model design, business architecture, multi-channel banking solutions, customer experience, sales and service process design.  Prior to EY, Patrycja worked for Accenture in Hong Kong and London.

Steven Seow

Head of Wealth Management, Asia

Mercer

With a background in many different aspects of wealth management, Steven Seow was appointed Mercer’s head of wealth management in Asia in October 2013. Although based in Singapore he travels extensively to work with the firm’s financial institution client base. Prior to joining Mercer, Steven was director of banking and wealth management at Ernst & Young Advisory in Singapore for just over five years, offering private and retail banks in Asia business advisory services in investment suitability, product development and business operations controls. Steven has also worked in Citi Private Bank, IBM Business Consulting, PricewaterhouseCoopers Consulting and Odyssey Financial Technologies.

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 and JDX Consulting.

Private Bankers Panel

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 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.

Eva Law

Founder and Chairman

Association of Family Office, Asia and Association of Private Banks, Greater China Region

Eva Law established the Association of Private Bankers in Greater China Region; a professional group of private bankers, specialists in independent asset management, family offices and advisory firms practicing in the region, in January 2010.

Eva has extensive experience of the private wealth management sector and in the region’s capital markets having begun her career 17 years ago as a manager at Standard Chartered Bank. From there she moved to Oriental Patron in 2006 as director before assuming a senior position in the Shanghai head office of a Chinese investment banking house.

Simon Ng

Managing Director, Private Banking, North Asia & Wealth Solution, Asia

BMO (Bank of Montreal) Private Bank

With more than 20 years of experience in the financial service industry, Simon Ng joined BMO Private Bank as managing director, private banking, North Asia and wealth solutions, Asia in October 2015.  He had previously been managing director and head of Royal Bank of Canada’s Wealth Management Trust – Asia for over 19 years.  Simon is a chartered accountant, qualified in Canada, and a member of 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.

Ian Pollock

Regional Head of Private Bank International, North Asia

ABN AMRO Private Banking

Ian joined ABN AMRO Private Banking in April 2013 as regional head of private bank international, North Asia. As a member of the Bank’s private banking management team for Asia & Middle East, Ian is responsible for the management and further development of ABN AMRO’s private banking business in North Asia. In a career spanning over 30 years in Asia, Ian has held various senior regional management roles at Julius Baer, HSBC Private Bank, Republic National Bank of New York and VP Bank. He has extensive experience in the wealth management industry and the region. Ian is a member of the Institute of Chartered Accountants of Scotland.

Bernard Rennell

Senior Adviser to the CEO, Key Client Coverage and Global Head, Family Governance and Family Enterprise Succession

HSBC Private Bank

As chief executive of HSBC Private Bank, Asia-Pacific, Bernard Rennell has overall responsibility for HSBC’s private banking business in the region. In addition as global head of private wealth solutions, he has responsibility for HSBC’s trust, family wealth structuring, family governance, philanthropy and related activities globally. Bernard formerly held positions as chairman of the private banking sub-committee of the Hong Kong Association of Banks, chairman of the Hong Kong Branch of the Society of Trust and Estate Practitioners, and chairman of the Hong Kong Trustees’ Association.

Joseph Tam

Executive Vice President, Head of Private Banking & Wealth Management

Wing Lung Bank

Joseph Tam joined Wing Lung Bank in May 2014 as the head of private banking & wealth management. Joseph is responsible for the management and development of the overall private banking business of the bank including trust services.

With over 20 years experience in the private banking and corporate banking industries, Joseph has extensive experience in providing wealth management advisory to HNW individuals and families. Prior to joining Wing Lung Bank, Joseph worked in private wealth management at Credit Suisse and HSBC Private Bank.

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.

Sally Wong

Chief Executive

Hong Kong Investment Funds Association

Sally Wong is chief executive officer of the Hong Kong Investment Funds Association, a non-profit-making organization that represents the fund management industry in Hong Kong. She represents the industry in discussions with the authorities, legislators, media and other stakeholder groups on issues that have implications for the Hong Kong mutual fund market and the mandatory provident fund schemes market. She also takes an active role in investor education and research initiatives.

Sally sits on the Hang Seng Index Advisory Committee, and the MPF Guidelines Committee; and chairs the International Regulatory Affairs Working Committee of the International Investment Funds Association.

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.

PRIVATE BANKING CATEGORIES
(HONG KONG)

DOMESTIC CLIENTS TEAM
Awarded to: Teams whose clients are domiciled in the jurisdiction in which the bank operates. Focus can be either on HNW or UHNW individuals.

INTERNATIONAL CLIENTS TEAM
Awarded to: Teams whose clients are NOT domiciled in the jurisdiction in which the bank operates. Focus can be either HNW or UHNW.

HNW TEAM
Awarded to: Teams who look after clients with under USD30 million with the bank.

UHNW TEAM
Awarded to: Teams who look after clients with over USD30 million with the bank.

BOUTIQUE PRIVATE BANK
Awarded to: A stable and independent pure play private bank providing diverse and innovative wealth management services at the core of its business.

WEALTH PLANNING TEAM
Awarded to: Teams which are dedicated to clients’ tax, trust and wealth structuring issues.


PRIVATE BANKING CATEGORIES
GREATER CHINA (EXCLUDING HONG KONG)

PRIVATE BANK – CHINA
Awarded to: Local or international private bank with operations in China.

PRIVATE BANK – TAIWAN
Awarded to: Local or international private bank with operations in Taiwan


PRIVATE BANKING CATEGORIES
GREATER CHINA

PRIVATE BANK – GREATER CHINA
Awarded to: Local or international private bank with operations in Hong Kong, China and Taiwan.


INVESTMENT MANAGEMENT CATEGORIES
GREATER CHINA

INDEPENDENT WEALTH MANAGER
Awarded to: This award seeks to recognise independent wealth managers operating in the Asia-Pacific region which have a demonstrably client-focused model and which are innovators in the space. Entrants will be assessed on a broad range of criteria, including: how they segment clients to better service them; how they communicate with clients generally and in time of market stress; how they assess clients’ risk-profiles and match them to appropriate investments; how they help with clients’ wider life goals, such as leaving a legacy; and how client dissatisfaction is dealt with.

FUND MANAGER
Awarded to: Providers of collective investments for the high net worth community.

ALTERNATIVE INVESTMENT MANAGER
Awarded to: Managers based in South-East Asia whose alternative investments are available to private clients within South-East Asia.

PLATFORM PROVIDER
Awarded to: Providers of tools, strategies, model portfolios and access to investment products for the wealth management community.

ETF PROVIDER
Awarded to: Fundasset manager that makes exchange-traded products available for local wealth management clients.

FX SOLUTION PROVIDER
Awarded to: Local provider of foreign exchange services to wealth management organisations or clients.


MARKETING / PR CATEGORIES

ONLINE CAMPAIGN
Awarded to: Wealth managers or other private client practitioners who have used online channels to promote their services to private clients or to raise their profile either within the industry or to clients.

PRINT CAMPAIGN
Awarded to: Wealth managers or other private client practitioners who have used print media to promote their services to private clients or to raise their profile either within the industry or to clients.

BRAND LAUNCH / RELAUNCH
Awarded to: Most effective and innovative brand launch or relaunch in the private client world, either a whole business unit or a productservice within an existing business.

BEST PR PROGRAMME
Awarded to: An in-house PR team or agency operating in the Greater China wealth management sector for the impact of their work (campaign or project).


PRIVATE CLIENT CATEGORIES

LEGAL TEAM
Awarded to: Law firm team or barrister dedicated to private client issues.

TAX / ACCOUNTANCY TEAM
Awarded to: Team in accountancy firmconsultancy specialising in reporting, transacting or wealth structuring for private clients.

INSTITUTIONAL TRUST OR FIDUCIARY COMPANY
Awarded to: Entries only eligible from trust companies that are part of a non-trust parent.

INDEPENDENT TRUST OR FIDUCIARY COMPANY
Awarded to: Entries are eligible from trust companies independent of larger non-trust business for instance not part of a bank, law firm or accountancy firm.


WEALTH MANAGEMENT TECHNOLOGY CATEGORIES
(TECHNOLOGY VENDORS ONLY)

FRONT OFFICE SOLUTION
Awarded to: CRM, client reporting, client risk profiling, portfolio management.

TRANSACTION PROCESSING SOLUTION
Awarded to: Straight through processing, core banking.

PORTFOLIO MANAGEMENT
Awarded to: Technology solution providers specializing in tools for managing clients’ investment portfolios

CLIENT COMMUNICATIONS AND REPORTING
Awarded to: Technology solution providers specializing in tools for wealth managers to communicate with clients.

DATA PROVIDER
Awarded to: Business providing financial data to private banks and other wealth managers.

OUTSOURCING SOLUTION
Awarded to: Third-party organisations providing business processes or systems to wealth management businesses.


WEALTH MANAGEMENT TECHNOLOGY CATEGORIES
(OPEN TO ANY ORGANISATION)

CHANGE MANAGEMENT PROCESS
Awarded to: Banks, wealth managers or system integrators who have successfully implemented multi-functional change programmes to significantly improve client experience and performance.

BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION
Awarded to: Awarded to either a technology vendor or its client.

RISK PROFILING SOLUTION
Awarded to: A technology solution to help wealth managers assess and document the risk appetite of clients.

RISK MANAGEMENT
Awarded to: Technology solution providers specializing in tools for wealth managers to manage risk.

CRM SYSTEM
Awarded to: Client relationship management systems for wealth managers.

ON-BOARDING
Awarded to: Technology solutions to help wealth managers bring new clients into their organisation

INNOVATIVE CLIENT SOLUTION
Awarded to: This award seeks to recognise institutions which have developed innovative products and services for their clients as part of a solutions-focused service model. Entries could focus on a new value-added service designed to help clients with their wider lifestyle goals; a product designed to deliver on the financial objectives of a distinct sub-segment of clients; an educational offering aimed at helping clients become more confident investors; or a cross-divisional referral programme to help business owners with their corporate financial or operational needs. The judges will be looking for a new offering which has been developed to meet a specific client need and which represents a real addition to the institution’s value proposition.


OTHER WEALTH MANAGEMENT CATEGORIES

GLOBAL CUSTODIAN
Awarded to: Custodians offering services to private client business.

MULTI-FAMILY OFFICE
Awarded to: Multi-family office business based in Greater China. Can be an international or local player.

LEADING INDIVIDUAL (BANKER)
Awarded to: Age and experience is no bar but something special should mark out this individual working in the private client world.

LEADING INDIVIDUAL (ADVISOR)
Awarded to: Age and experience is no bar but something special should mark out this individual working in the private client world.

RISING STAR
Awarded to: A private banker or wealth manager under the age of 35 who is not yet in a senior management position but shows the potential to be a leading individual.

PHILANTHROPY OFFERING
Awarded to: Private client businesses or practitioners who advise individuals or families on their philanthropic activities.

COMPLIANCE
Awarded to: The compliance function of a wealth management or private client operation.

WOMEN IN WEALTH MANAGEMENT
(INDIVIDUAL CONTRIBUTION)

Awarded to: Open to women in private banking or wealth management who are an inspiration both to female clients and colleagues.

WOMAN IN WEALTH MANAGEMENT
(COMPANY CONTRIBUTION)

Awarded to: For wealth management organisations which demonstrate support for women in their career development.

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP
(INDIVIDUAL)

Awarded to: The compliance function of a wealth management or private client operation.

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP
(COMPANY)

Awarded to: Open to organisations who have made an outstanding contribution to thought leadership in wealth management.

LIFETIME ACHIEVEMENT
Awarded to: No entries required. The judging panel will put forward entries.

Finalists

PRIVATE BANKING CATEGORIES
(HONG KONG)

DOMESTIC CLIENTS TEAM

  • ABN AMRO Private Banking
  • BNP Paribas Wealth Management
  • Citi Private Bank
  • HSBC

INTERNATIONAL CLIENTS TEAM

  • ABN AMRO Private Banking
  • HSBC (HNW international team)
  • HSBC (UHNW international team)

HNW TEAM

  • ABN AMRO Private Banking
  • HSBC
  • Wing Lung Bank

UHNW TEAM

  • Barclays
  • BNP Paribas Wealth Management
  • Citi Private Bank
  • Deutsche AWM
  • HSBC

PURE PLAY PRIVATE BANK

  • Bank Julius Baer
  • Rothschild

WEALTH PLANNING TEAM

  • HSBC
  • Vontobel Wealth Management Asia Pacific

PRIVATE BANK – GREATER CHINA

  • ABN AMRO Private Banking
  • Citi Private Bank
  • HSBC
  • Wing Lung Bank

INVESTMENT MANAGEMENT CATEGORIES
GREATER CHINA

INDEPENDENT WEALTH MANAGER

  • ASK Wealth Advisors
  • London & Capital Asia

FUND MANAGER

  • Income Partners Asset Management (HK)
  • UBS Global Asset Management

ALTERNATIVE INVESTMENT MANAGER

  • HSBC
  • Stanley Gibbons
  • The Watch Fund

FX SOLUTION PROVIDER

  • BNP Paribas Wealth Management
  • HSBC

PRIVATE CLIENT CATEGORIES

LEGAL TEAM

  • Baker & McKenzie
  • Herbert Smith Freehills
  • Withers

TAX / ACCOUNTANCY TEAM

  • Baker & McKenzie
  • Deloitte
  • Withers

INSTITUTIONAL TRUST OR FIDUCIARY COMPANY

  • HSBC
  • RBC Wealth Management

INDEPENDENT TRUST OR FIDUCIARY COMPANY

  • Asiaciti Trust (Hong Kong)
  • Vistra Hong Kong

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES
(TECHNOLOGY VENDORS ONLY)

FRONT OFFICE SOLUTION

  • additiv
  • AG Delta
  • Finantix

TRANSACTION PROCESSING SOLUTION

  • ERI Banking Software
  • SmartStreamTechnologies

PORTFOLIO MANAGEMENT

  • additiv
  • Charles River Development
  • ERI Banking Software

ON-BOARDING

  • additiv
  • Appway
  • Finantix

INNOVATIVE CLIENT SOLUTION

  • ABN AMRO Private Banking
  • Allocated Bullion Solutions

OTHER WEALTH MANAGEMENT CATEGORIES

MULTI-FAMILY OFFICE

  • EuroFin Asia Group
  • HSBC
  • London & Capital Asia

LEADING INDIVIDUAL

  • Baker & McKenzie – Pierre Chan
  • Baker & McKenzie – Richard Weisman
  • Herbert Smith Freehills – Richard Norridge
  • Vontobel Wealth Management Asia Pacific – Alex Fung
  • Withers – Erik Wallace

PHILANTHROPY OFFERING

  • Asiaciti Trust (Hong Kong)
  • Coutts
  • HSBC
  • Withers

Sponsors

Venue

JW Marriott Hotel

Address: JW Marriott Hotel, One Pacific Place, 88 Queensway, Hong Kong

Telephone: +852 2810 8366

Tickets

Winners

PRIVATE BANKING CATEGORIES
(HONG KONG)

DOMESTIC CLIENTS TEAM

  • BNP Paribas Wealth Management

INTERNATIONAL CLIENTS TEAM

  • ABN AMRO Private Banking

HNW TEAM

  • ABN AMRO Private Banking

UHNW TEAM

  • Citi Private Bank

PURE PLAY PRIVATE BANK

  • Bank Julius Baer

WEALTH PLANNING TEAM

  • HSBC

PRIVATE BANK – GREATER CHINA

  • HSBC

INVESTMENT MANAGEMENT CATEGORIES
GREATER CHINA

INDEPENDENT WEALTH MANAGER

  • London & Capital Asia

FUND MANAGER

  • UBS Global Asset Management

ALTERNATIVE INVESTMENT MANAGER

  • HSBC

FX SOLUTION PROVIDER

  • BNP Paribas Wealth Management

PRIVATE CLIENT CATEGORIES

LEGAL TEAM

  • Withers

TAX / ACCOUNTANCY TEAM

  • Deloitte

INSTITUTIONAL TRUST OR FIDUCIARY COMPANY

  • HSBC
  • RBC Wealth Management

INDEPENDENT TRUST OR FIDUCIARY COMPANY

  • Vistra Hong Kong

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES
(TECHNOLOGY VENDORS ONLY)

FRONT OFFICE SOLUTION

  • AG Delta

TRANSACTION PROCESSING SOLUTION

  • ERI Banking Software

PORTFOLIO MANAGEMENT

  • ERI Banking Software

DATA PROVIDER – EDITOR’S AWARD

  • Thomson Reuters

BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION – EDITOR’S AWARD

  • SS&C Anova

RISK MANAGEMENT – EDITOR’S AWARD

  • Thomson Reuters

ON-BOARDING

  • Appway

INNOVATIVE CLIENT SOLUTION

  • Allocated Bullion Solutions

OTHER WEALTH MANAGEMENT CATEGORIES

MULTI-FAMILY OFFICE

  • London & Capital Asia

LEADING INDIVIDUAL

  • Baker & McKenzie – Richard Weisman

PHILANTHROPY OFFERING

  • Withers

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY CONTRIBUTION) – EDITOR’S AWARD

  • Scorpio Partnership

LIFETIME ACHIEVEMENT

  • Michael Olesnicky

Photographs

Testimonials

“Thank you for your wonderful job done at the Award events! My colleague and I attended the event in Hong Kong which was quite a great experience!”
Pham Mai Trang, Dragon Capital Group

“These inaugural awards were a triumph. Superb evening, great to catch up with old and new faces and I look forward to next year..”
Steven Seow, Head of Wealth Management Asia, Mercer

“The awards reflect innovation, performance and excellence amongst those who enter and I found the judging process to be extremely thorough, transparent, and fair. Thus, the Wealth Briefing Awards are an important event in the professional wealth industry calendar and demonstrate the evolution of the wealth business in Asia and beyond.Representing the largest private wealth headhunting practice globally, we are pleased to be associated and commend the event to more institutions and entrants.”
Tim Gibson-Tullberg, Head of Private Wealth Management – Sheffield Haworth

“We are so pleased you gave us a chance to be involved in this special event. Our partners were very happy last night and they mentioned how successful your event is.”
Evie Chan, Withers

“Many thanks for organizing a great event once again!”
Philippe Legrand – London & Capital Asia

“The organization and attention to detail was extraordinary.”
Caroline Kung, Appway

Category Sponsors