WealthBriefingAsia Hong Kong Awards 2016, 2 June 2016

Overview

Now in its third year, the WealthBriefingAsia Hong Kong Awards set to spread the word about the profession’s achievements to a wider audience. For 2016 the awards will attract over 300 senior banking and wealth management professionals to the industry’s most prestigious gala event.

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 will be the watchwords of the judging process. This involved specially convened expert panels drawn from both private banks and trusted advisors and support by relevant third-party organisations.

Winning a WealthBriefingAsia award sets firms and individuals apart from their peers 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 2016 awards ceremony.

Dates for the diary

  • Entries open 1 September 2015
  • Entries close 7 March 2016
  • Shortlist announced 10 March 2016
  • Award ceremony 2 June 2016

Click here to download the information pack. 

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.

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.

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.

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.

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 & 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.

Finalists

PRIVATE BANKING CATEGORIES 

Overall private bank – Greater China

NOMINEES
BNP Paribas Wealth Management
Citi Private Bank
HSBC Private Bank

Domestic clients team

NOMINEES
ABN AMRO Private Banking
BNP Paribas Wealth Management
HSBC Private Bank

International clients team

NOMINEES
ABN AMRO Private Banking
Citi Private Bank
HSBC Private Bank

HNW/UHNW team

NOMINEES
ABN AMRO Private Banking
BNP Paribas Wealth Management
Citi Private Bank

Pure Play/Boutique private bank

NOMINEES
Bank Julius Baer
LGT Private Banking Asia

Best private bank – client service

NOMINEES
ABN AMRO Private Banking
Citi Private Bank
LGT Private Banking Asia
Wing Lung Bank

Best private bank – investment management platform

NOMINEES
BNP Paribas Wealth Management
Citi Private Bank
UBS AG

INVESTMENT MANAGEMENT CATEGORIES

Fund manager

NOMINEES
Aviva Investors (Tod Youngberg for Aviva Investors Global High Yield)
Aviva Investors (Multi-Strategy Target Return Fund)
UBS Asset Management

Alternative investment manager

NOMINEES
HSBC Private Bank
The Watch Fund
UBS Asset Management

Private investment office/Multi-family office

NOMINEES
Equiom
London & Capital Asia

FX solution provider

NOMINEES
HSBC Private Bank
Thomson Reuters

PRIVATE CLIENT CATEGORIES

Legal team

NOMINEES
Baker & McKenzie
Herbert Smith Freehills
Withers

Philanthropy offering

NOMINEES
BNP Paribas Wealth Management
HSBC Private Bank
Withers

Tax/Accountancy team

NOMINEES
Equiom
Withers

Independent trust or fiduciary company

NOMINEES
Equiom
Intertrust Hong Kong
Vistra Hong Kong
Nerine Trust Company
Trident Trust Company

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (open to technology vendors only)

Portfolio management

NOMINEES
Charles River Development
ERI Banking Software

Compliance

NOMINEES
AG Delta
Thomson Reuters

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (open to any organisation)

On-boarding

NOMINEES
Appway
Finantix

Innovative client solution

NOMINEES
AG Delta
Allocated Bullion Solutions
Thomson Reuters
UBS AG

OTHER WEALTH MANAGEMENT CATEGORIES

International finance centre

NOMINEES
Guernsey International Finance Centre
Jersey
Malta

Leading individual (Advisors)

NOMINEES
Appleby – Vincent Chan
Baker & McKenzie – Pierre Chan
Baker & McKenzie – Richard Weisman
Equiom – Kenneth Yim

Outstanding contribution to wealth management thought leadership

NOMINEES
London & Capital Asia
PwC/UBS

Sponsors

These prestigious awards recognize excellence within the wealth management and family office industry.

In addition they provide your business with a highly affluent, captive audience of private bankers, lawyers, accountants, financial advisors and technology providers across the wealth management sector.

Consequently these awards present your business with a unique opportunity to be involved in industry sector sponsorship giving your company the following:

  • Exposure across our subscription base and associated international media (60,000 subscribers worldwide).
  • Extensive brand exposure on the night to over 300 of the Greater China’s leading wealth management professionals.
  • The opportunity to target an affluent market with high disposable income.
  • Excellent networking opportunities with senior decision-makers.
  • Association with leading industry awards.
  • The chance to develop new contacts and expand your sales network.
  • Increased brand exposure within the wealth management sector.
  • Listing in IFC world.

Venue

JW Marriott Hotel

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

Telephone: +852 2810 8366

Tickets

Winners

PRIVATE BANKING CATEGORIES
Overall private bank – Greater China 
BNP Paribas Wealth Management

Domestic clients team 
HSBC Private Bank

International clients team 
ABN AMRO Private Banking

HNW/UHNW team 
Citi Private Bank

Pure play private bank 
Bank Julius Baer

Best private bank – client service 
LGT Private Banking Asia

Best private bank – investment management platform 
UBS Wealth Management

INVESTMENT MANAGEMENT CATEGORIES
Independent wealth manager – Editor’s Award

London & Capital Asia

Fund manager 
UBS Asset Management

Alternative investment manager 
UBS Asset Management

Private investment office/Multi-family office 
London & Capital Asia

FX solution provider 
Thomson Reuters


PRIVATE CLIENT CATEGORIES
Legal team 

Baker & McKenzie

Philanthropy offering 
BNP Paribas Wealth Management

Tax/Accountancy team 
Withers

Independent trust or fiduciary company 
Intertrust Hong Kong

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (open to technology vendors only)
Portfolio management

ERI Banking Software

Compliance 
AG Delta

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (open to any organisation)
Onboarding 

Appway

Innovative client solution 
AG Delta

OTHER WEALTH MANAGEMENT CATEGORIES
International finance centre 

Jersey

Leading individual (Advisors) 
Baker & McKenzie – Richard Weisman

Outstanding contribution to wealth management thought leadership 
PwC/UBS

Leading Individual (Banker)
Bernard Rennell
HSBC Private Bank

Lifetime Achievement
Philip Marcovici
Marcovici Asia

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 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

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

Category Sponsors