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. 

Judges

Trusted Advisor Panel

Antoinette Hoon

Partner

PwC

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

Bruce Weatherill

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 […]

Christiaan De Bruyn

Director of Trust Services

Trident Trust

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 […]

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 […]

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 […]

Michael Olesnicky

Special Advisor

Baker & McKenzie (Retired)

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

Mimi Hutton

Of Counsel

Withers

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

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 […]

Philip Marcovici

Offices of Philip Marcovici

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

Philippe Legrand

CEO

LCA Solutions

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

Richard Grasby

Partner

Appleby

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

Richard 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 […]

Steven Seow

Executive Director

Singapore Consultancy

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

Susan Collins

Consultant

Stephenson Harwood

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 […]


Private Bankers Panel

Anton Wong

Managing Director, Head of Taiwan Market

BNP Paribas Wealth Management, Asia Pacific

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

Bernard Rennell

Principal

Intergen Capital Partners Limited

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

Eva Law

Founder and Chairman

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

Ms. Eva Law is a seasoned professional in asset management, private equity and wealth management, having diversified knowledge and experience in running multi-lines of business. She specialized in serving ultra […]

Ian Pollock

Senior Advisor

STS Capital Partners

Ian has held various senior regional management roles at Julius Baer, HSBC Private Bank, ABN AMRO Bank, Republic National Bank of New York and VP Bank. He has extensive experience […]

Jacqueline Loh

Director, Head of Private Wealth, Asia

Ogier Global

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

Jeroen Kwist

International Head of Wealth Management

BNY Mellon International Wealth Management

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

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 […]

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 […]

Simon Ng

Managing Director, Hong Kong Branch

Bank J. Safra Sarasin Ltd

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

Vicky Wong

Managing Director and Head of Key Client Solutions

LGT Bank (Hong Kong)

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

Categories

Tickets

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

About our Sponsors

Sponsors


Venue

JW Marriott Hotel

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

Telephone: +852 2810 8366

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


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