Overview

2013 saw the launch of the WealthBriefingAsia Singapore Awards asWealthBriefingAsia set to spread the word about the profession’s achievements to a wider audience. The awards have grown year on year and 2015 promises to attract in the region of 300-350 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.


TIMING

Entries open September 2014
Entries close 30 January 2015
Shortlist announced 5 March 2015
Award ceremony 16 April 2015

Judges

Trusted Advisor Panel

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 […]

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 […]

Dr Angelo Venardos

Chief Executive Officer

Heritage Trust Group

Dr Angelo Venardos is founder and CEO of the Heritage Trust Group, an independent trust and corporate services company with offices in Singapore, Hong Kong and the BVI, and has […]

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 […]

Julia Leong

Partner, Singapore

PwC

Having previously worked in PwC’s London office, Julia Leong is currently the key client relationship partner in the firm’s Singapore office where she focuses on a number of international financial […]

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 […]

Pierre Baer

Chief Executive Officer

IBBM

Pierre-F. Baer is the CEO of IBBM, a private equity fund manager and acts as independent advisor to UHNW individuals. Prior to this Pierre was co-head Asia and CEO of […]

Seamus Donoghue

Chief Executive Officer

Allocated Bullion Solutions

Seamus Donoghue, ceo of Allocated Bullion Solutions (ABS), is a seasoned investment banker with over 20years experience in financial markets where he is a strong champion of electronic trading 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 […]

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. […]

Titien Ahmad

Special Correspondent

WealthBriefingAsia

Titien Ahmad is a key member of WeathBriefingAsia’s team of correspondents having been a seasoned observer of the financial services industry in Asia Pacific over the last decade. She is […]

Zac Lucas

Partner

Wragge Lawrence Graham

Since moving to Singapore as a partner in Lawrence Graham in 2013, Zac Lucas has concentrated on business succession planning involving Asian family businesses based in south-east Asia. His particular […]


Private Bankers Panel

Hans-Peter Borgh

Group Head of Wealth Management, Member of the Management Board

Banque Internationale a Luxembourg

Hans-Peter Borgh was appointed head of wealth management of Banque Internationale a Luxembourg in November 2015. Hans-Peter’s responsibilities include leading BIL’s private banking and investment related activities in Denmark, Dubai […]

Kwong Kin-Mun

Head of Wealth Management Coverage, Southeast Asia

Deutsche Asset & Wealth Management

Kwong Kin-Mun joined Deutsche Bank as head of wealth management SEA in late 2009 after seven years as head of South Asia private banking with DBS Bank.  He has 30 […]

Lionel Choi

Private Client Director

RBC Wealth Management

Lionel Choi is a private client director of the RBC Trust Company, the Singapore-based private client fiduciary services business of RBC Wealth Management. Qualified as an advocate and solicitor in […]

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 […]

Michael Blake

Chief Executive

Coutts

Michael Blake was appointed chief executive officer of Coutts & Co effective from May 2015. Prior to this he served as general manager Asia for Coutts. Michael brings to the […]

Peter Triggs

Managing Director, Regional Wealth Planning

DBS Private Bank

Peter Triggs joined DBS Private Bank in 2012 as managing director and head of international clients and wealth structur­ing moving to his current regional wealth planning role in April 2015 […]

Renato de Guzman

Chief Executive Officer

Bank of Singapore

Renato de Guzman is chief executive of Bank of Singapore, formerly ING Asia Private Bank (IAPB), which was acquired by OCBC Bank in 2010. An influential banker with more than […]

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, […]

Categories

Click on “enter category” button. Select the categories you wish to enter, fill in the form and submit . Once submitted, you will automatically receive the awards questionnaire. You will need this to complete your submissions.

PRIVATE BANKING CATEGORIES (SINGAPORE)

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 SOUTH-EAST ASIA

PRIVATE BANK - SOUTH-EAST ASIA Awarded to: Local or international private bank with operations in South-East Asia PRIVATE BANK - MALAYSIA Awarded to: Local or international private bank with operations in Malaysia PRIVATE BANK - INDONESIA Awarded to: Local or international private bank with operations in Indonesia PRIVATE BANK - THAILAND Awarded to: Local or international private bank with operations in Thailand PRIVATE BANK - PHILIPPINES Awarded to: Local or international private bank with operations in Philippines PRIVATE BANK - VIETNAM Awarded to: Local or international private bank with operations in Vietnam PRIVATE BANK - AUSTRALIA Awarded to: Local or international private bank with operations in Australia

INVESTMENT MANAGEMENT CATEGORIES

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 South-East Asia. 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.

Tickets

This event has already taken place.

Finalists

PRIVATE BANKING CATEGORIES (SINGAPORE)

DOMESTIC CLIENTS TEAM
  • ABN AMRO Private Banking
  • Bank of Singapore
  • Citi Private Bank
  • DBS Bank
  • HSBC
INTERNATIONAL CLIENTS TEAM
  • ABN AMRO Private Banking
  • Bank of Singapore
  • DBS Bank
  • HSBC
HNW TEAM
  • ABN AMRO Private Banking
  • Bank of Singapore
  • Bordier & Cie
  • DBS Bank
UHNW TEAM
  • Barclays
  • Citi Private Bank
  • Deutsche AWM
  • HSBC
PURE PLAY PRIVATE BANK
  • Bordier & Cie
  • Coutts
  • Bank Julius Baer

PRIVATE BANKING CATEGORIES SOUTH-EAST ASIA

PRIVATE BANK - SOUTH-EAST ASIA
  • ABN AMRO Private Banking
  • Citi Private Bank
  • HSBC
  • DBS Bank

INVESTMENT MANAGEMENT CATEGORIES

INDEPENDENT WEALTH MANAGER
  • ASK Wealth Advisors
  • EuroFin Asia Group
ALTERNATIVE INVESTMENT MANAGER
  • EuroFin Asia Group
  • HSBC
  • Milltrust International
  • Stanley Gibbons
  • The Watch Fund

PRIVATE CLIENT CATEGORIES

LEGAL TEAM
  • Baker & McKenzie
  • RHTLaw Taylor Wessing
  • Withers
TAX / ACCOUNTANCY TEAM
  • Baker & McKenzie
  • Deloitte
  • Withers
INSTITUTIONAL TRUST OR FIDUCIARY COMPANY
  • HSBC
  • RBC Wealth Management
INDEPENDENT TRUST OR FIDUCIARY COMPANY
  • Trident Trust Company (Singapore)
  • Vistra Singapore

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (TECHNOLOGY VENDORS ONLY)

FRONT OFFICE SOLUTION
  • additiv
  • AG Delta
  • Finantix
  • Mesitis
TRANSACTION PROCESSING SOLUTION
  • ERI Banking Software
  • SmartStream Technologies
PORTFOLIO MANAGEMENT
  • additiv
  • Charles River Development
  • ERI Banking Software
CLIENT COMMUNICATIONS AND REPORTING
  • additiv
  • Vermilion Software
BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION
  • Mesitis
  • Infosys - RCBC Bank
  • SS&C Anova
ON-BOARDING
  • additiv
  • Appway
  • Finantix
INNOVATIVE CLIENT SOLUTION
  • ABN AMRO Private Banking
  • Allocated Bullion Solutions
  • Milltrust International

OTHER WEALTH MANAGEMENT CATEGORIES

LEADING INDIVIDUAL
  • ABN AMRO Private Banking – Daniel Teo
  • Baker & McKenzie Wong & Leow – Dawn Quek Law
  • RHTLaw Taylor Wessing – Kaylee Kwok
  • RHTLaw Taylor Wessing – Ryan Myint
  • RHTLaw Taylor Wessing – Tan Choon Leng
RISING STAR
  • Appleby – Vincent Chan
  • CIMB Private Banking – Priscilla Lim
PHILANTHROPY OFFERING
  • HSBC
  • RHTLaw Taylor Wessing

About our Sponsors

Sponsors


Venue

Raffles Hotel

Address: 1 Beach Rd, Singapore 189673

Winners

PRIVATE BANKING CATEGORIES
(SINGAPORE)

DOMESTIC CLIENTS TEAM

  • Bank of Singapore

INTERNATIONAL CLIENTS TEAM

  • HSBC Private Bank

HNW TEAM

  • ABN AMRO Private Banking

UHNW TEAM

  • Citi Private Bank

PURE PLAY PRIVATE BANK

  • Bank Julius Baer

PRIVATE BANKING CATEGORIES
SOUTH-EAST ASIA

PRIVATE BANK - SOUTH-EAST ASIA

  • Citi Private Bank - Winner
  • HSBC Private Bank - Highly Commended

INVESTMENT MANAGEMENT CATEGORIES

INDEPENDENT WEALTH MANAGER

  • ASK Wealth Advisors

ALTERNATIVE INVESTMENT MANAGER

  • Milltrust International

FX SOLUTION PROVIDER – EDITOR’S AWARD

  • BNP Paribas Wealth Management

PRIVATE CLIENT CATEGORIES

LEGAL TEAM

  • Baker & McKenzie, Wong & Leow

TAX / ACCOUNTANCY TEAM

  • Baker & McKenzie, Wong & Leow

INSTITUTIONAL TRUST OR FIDUCIARY COMPANY

  • HSBC Private Bank

INDEPENDENT TRUST OR FIDUCIARY COMPANY

  • Trident Trust Company (Singapore)

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES
(TECHNOLOGY VENDORS ONLY)

FRONT OFFICE SOLUTION

  • AG Delta

TRANSACTION PROCESSING SOLUTION

  • SmartStream Technologies

PORTFOLIO MANAGEMENT

  • Charles River Development

CLIENT COMMUNICATIONS AND REPORTING

  • Vermilion Software

DATA PROVIDER – EDITOR’S AWARD

  • Thomson Reuters

BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION

  • Rizal Commercial Banking Corporation

ON-BOARDING

  • Appway

INNOVATIVE CLIENT SOLUTION

  • ABN AMRO Private Banking

OTHER WEALTH MANAGEMENT CATEGORIES

LEADING INDIVIDUAL

  • ABN AMRO Private Banking – Daniel Teo

RISING STAR

  • CIMB Private Banking – Priscilla Lim

PHILANTHROPY OFFERING

  • HSBC Private Banking

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

  • Scorpio Partnership

LIFETIME ACHIEVEMENT

  • Renato de Guzman, Bank of Singapore

Testimonials

“We enjoyed being part of the WB Award this year and look forward to participating next year again. It was a lovely evening and our clients and us had a very good time”
Markus Grossman, Trident Trust

“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

“We would like to thank WealthBriefingAsia for hosting such a lovely event on Friday evening.”
Melissa Yeunh, CIMB Private Banking, Malaysia

“I wanted to extend my gratitude and thank you again for your recent invitation to the WealthBriefingAsia Award ceremonies in Hong Kong and Singapore. Once again, excellent events and very well prepared.”
Danny Huddlestone, Huddlestone Jones