WealthBriefingAsia Singapore Awards 2016, 9 June 2016

Overview

Now in its fourth year, the WealthBriefingAsia Singapore 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 9 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

Andrew Au

Chief Executive Officer

AGDelta

Andrew Au is co-founder and CEO at AGDelta, a FinTech platform company focused in the digital wealth management space. He has more than 20 years experi­ence in investment banking and financial services industry, worked for top-tier global banks including Bankers Trust, Macquarie and Deutsche Bank and global financial technology providers like SunGard. Andrew is an active industry participant in helping define and promote standards in the electronic trading of wealth investment products. He has been actively engaging retail and private banking institutions globally in transforming their business by leveraging E-commerce and digital channel models and technology. Andrew also sits on the board of Contineo, an industry backed initiative to connect buyers and sellers of structured investment products.

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 Societe Generale’s private banking entity in Singapore responsible for ASEAN and the Indian subcontinent. He sat on the board of Societe Generale’s trust company in Asia. Before joining SG Private Banking in 2003, Pierre was the CEO of Credit Suisse Private Banking Singapore supervising south-east Asia.

A financial veteran with over 25 years of experience in the banking industry, Pierre has worked in Switzerland, Malaysia and Singapore assisting both institutional and UHNW investors.

Dr. Mario A. Bassi

Senior Advisor

Private Wealth Management

Mario brings extensive experience to the industry as senior advisor driving sales and business initiatives in Asia Pacific for UHNWI/FO service providers. He draws upon his detailed understanding from roles such as global head of business management for ANZ Private Bank in Australasia, where he defined and delivered the strategic and operational needs for the business.
Previously Mario worked for leading wealth managers such as Vontobel, Credit Suisse and Deutsche Bank, holding positions across a variety of disciplines including relationship management, business and financial planning, training and development, strategy, business development and marketing communications in both Europe and Asia. He was also managing director for Solution Providers Management Consulting, leading its growth in Asia Pacific, specifically Singapore.

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 infrastructure in OTC markets. Prior to ABS, he headed Asia G10 FX forwards and short-term interest rate trading at Bank of America Merrill Lynch Japan, and earlier co-headed global Yen linear interest rate derivatives at Barclays Capital Japan. Seamus also worked as a portfolio manager at Bluecrest Capital and previously co-headed the global finance group for Deutsche Bank in Japan. He started his career with JP Morgan in Toronto, Canada, in 1991.

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.

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 services institutions, including private banks, and clients from across the financial services industry.

Julia’s topics of specialism range from improving customer engagement and finance function effectiveness, to operational risk management and managing large-scale transformational change. In addition to her partnership and client management responsibilities, Julia overseas the firm’s key client relationship and business development teams.

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.

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.

Christopher Teo

Chief Executive Officer and Director

Professional Investment Advisory Services

Mr Teo’s distinguished 25 year career in the financial services industry has led him to his present role of ceo and director at the much respected financial advisory firm, PIAS. Prior to this he was ceo of Aviva’s joint venture life insurance business in Vietnam; an operation he helped start-up.

Mr Teo has received numerous awards for his work in the financial services industry. Most recently this has included ‘best financial advisory company ceo in Singapore’ (2015), ‘best new financial advisory company ceo in Singapore’(2014), and two awards from Thailand’s prime minister for his work in the insurance industry.

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

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 role a track record of leading cross-cultural teams during periods of growth and transformational change. He has lived and worked in Asia, Switzerland and London over the past decade and is active in various international affairs forums.

Evrard Bordier

Chief Executive Officer

Bordier & Cie, Singapore

Evrard Bordier is chief executive officer of Bordier & Cie, Singapore and managing partner of Bordier & Cie Group. He also serves as president of the board of Bordier International Bank & Trust in Turks & Caicos Islands. Prior to his current role, he was managing director of Bordier International in London for 10 years. Before that, he served as chief of staff at UBS in Zurich where he joined from Swiss Bank Corporation in Singapore. He first moved to Asia in 1994 and was a broker at Nomura International in Hong Kong.

Rolf Gerber

Member of the Board of Directors

LGT Bank (Singapore)

Rolf Gerber lives in Singapore where he holds a number of board and industry council positions having retired after almost four decades in the finance industry at the end of 2015. Rolf joined LGT Bank in 2002 to establish a banking platform for the bank in Singapore. His last role was chairman of LGT Bank (Singapore). Before joining LGT he worked at UBS Investment Banking for over 20 years in various leadership positions in Zurich, London, Tokyo, Seoul, Hong Kong and Singapore.

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 years of wealth management industry experience.  Kin-Mun is also a member if WM APAC executive committee.

He is responsible for a group of over 140 client-facing professionals of which half are relationship managers and investment advisors providing tailored wealth management solutions to HNW/UHNW clients mainly based within the Southeast Asia region.

Bassam Salem

Region Head, Asia Pacific

Citi Private Bank

Bassam Salem is a private banking and asset management veteran with over 30 years of experience in launching and building businesses, client servicing, and product innovation. In his role as region head of Citi Private Bank, he oversees 13 markets and 650 professionals that serve one third of Asia’s (ex-Japan) billionaires.

Mr. Salem started his career with Citi in Geneva in 1985 and held various senior positions in the private bank and investments in Switzerland, Singapore and New York. Prior to his current role, Bassam was a founding partner and CEO Middle East & India for EFG Bank.

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 covering trusts, insurance, family offices, philanthropy and family governance. Peter’s last position before joining DBS was deputy CEO for three years at Bank of China (Suisse) in Geneva. He worked for Citi Private Bank for 19 years prior to this with trust and private banking roles in Jersey, Zurich, Singapore, Geneva and London. Prior to his banking experience, Peter was a tax principal for Deloitte in their London office.

Finalists

PRIVATE BANKING CATEGORIES

Private bank – South East Asia 

NOMINEES

  • Citi Private Bank
  • DBS Bank
  • HSBC Private Bank
  • United Overseas Bank
  • Union Bancaire Privee

Domestic clients team 

NOMINEES

  • ABN AMRO Private Banking
  • DBS Bank
  • HSBC Private Bank

International clients team 

NOMINEES

  • ABN AMRO Private Banking
  • Citi Private Bank
  • DBS Bank

HNW team 

NOMINEES

  • ABN AMRO Private Banking
  • DBS Bank

UHNW team 

NOMINEES

  • BNP Paribas Wealth Management
  • Citi Private Bank

Pure play private bank 

NOMINEES

  • Bank Julius Baer
  • Bordier & Cie (Singapore)

Best private bank – client service 

NOMINEES

  • ABN AMRO Private Banking
  • Citi Private Bank
  • DBS Bank

Best private bank – investment management platform 

NOMINEES

  • Bordier & Cie
  • BNP Paribas Wealth Management
  • Citi Private Bank
  • DBS Bank
  • UBS

 

INVESTMENT MANAGEMENT CATEGORIES

Independent wealth manager 

NOMINEES

  • ASK Wealth Advisors Private
  • Crossinvest (Asia)
  • Oclaner Asset Management
  • Thirdrock Group

Fund manager 

NOMINEES

  • Aviva Investors – Aviva Investors Global High Yield
  • Aviva Investors – Multi Strategy Target Return Fund
  • Milltrust International Group
  • SEA Asset Management
  • UOB Asia Investment Partners

Alternative investment manager 

NOMINEES

  • HSBC Private Bank
  • SEA Asset Management
  • UOB Asia Investment Partners

Platform provider 

NOMINEES

  • BNP Paribas Wealth Management
  • Milltrust International Group
  • Thomson Reuters

PRIVATE CLIENT CATEGORIES

Legal team 

NOMINEES

  • Baker & McKenzie.Wong & Leow
  • RHTLaw Taylor Wessing
  • Withers Khattarwong

Philanthropy offering 

NOMINEES

  • BNP Paribas Wealth Management
  • HSBC Private Bank
  • RHTLaw Taylor Wessing
  • Withers Khattarwong

Tax/Accountancy team 

NOMINEES

  • Baker & McKenzie.Wong & Leow
  • BDO
  • Withers Khattarwong

Independent trust or fiduciary company 

NOMINEES

  • Portcullis Trust (Singapore)
  • Trident Trust
  • Vistra

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (open to technology vendors only)

Portfolio management 

NOMINEES

  • Charles River Development
  • ERI Banking Software

Compliance 

NOMINEES

  • AGDelta
  • Thomson Reuters

Onboarding 

NOMINEES

  • Appway
  • Finantix

Innovative client solution – banks

NOMINEES

  • Bank Muamalat Malaysia
  • Citibank Singapore
  • UBS

Innovative client solution – others

NOMINEES

  • ABS
  • AGDelta
  • Findawealthmanager.com
  • Milltrust International
  • Thomson Reuters

OTHER WEALTH MANAGEMENT CATEGORIES

Leading individual (advisors) 

NOMINEES

  • Appleby – Vincent Chan
  • Baker & McKenzie.Wong & Leow – Dawn Quek
  • RHTLaw Taylor Wessing – Amita Duff
  • RHTLaw Taylor Wessing – Dennis Tan
  • Withers Khattarwong – Stacy Choong

Women in wealth management 

NOMINEES

  • Baker & McKenzie.Wong & Leow – Dawn Quek
  • Bank Muamalat Malaysia – Nur Ain Ramli
  • Withers Khattarwong – Stacy Choong

Outstanding contribution to wealth management thought leadership 

NOMINEES

  • Bank Muamalat Malaysia
  • 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 Singapore’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

The Westin Singapore

Address: 12 Marina View, Asia Square Tower 2, Singapore, 018961, Singapore

Telephone: (65) 6922 6888

Tickets

Winners

PRIVATE BANKING CATEGORIES

Private bank – Southeast Asia 
UOB Private Bank

Domestic clients team 
DBS Bank

International clients team 
Citi Private Bank

HNW team 
DBS Bank

UHNW team 
BNP Paribas Wealth Management

Pure play private bank 
Bank Julius Baer

Boutique private bank – Editor’s Award
Bordier & Cie (Singapore)

Best private bank – client service 
DBS Bank

Best private bank – investment management platform 
UBS Wealth Management

Best private bank Malaysia – Editor’s Award
Bank Muamalat Malaysia Berhad

INVESTMENT MANAGEMENT CATEGORIES

Independent wealth manager 
Thirdrock Group

Fund manager 
UOB Asia Investment Partners

Alternative investment manager 
HSBC Private Bank

Platform provider 
BNP Paribas Wealth Management

PRIVATE CLIENT CATEGORIES

Legal team 
Baker & McKenzie.Wong & Leow

Philanthropy offering 
BNP Paribas Wealth Management

Tax/Accountancy team 
Baker & McKenzie.Wong & Leow

Independent trust or fiduciary company 
Trident Trust (Singapore)

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (open to technology vendors only)

Portfolio management 
ERI Banking Software

Compliance 
AGDelta

Onboarding 
Appway

Innovative client solution – banks
UBS Wealth Management

Innovative client solution – open
WEALTH

OTHER WEALTH MANAGEMENT CATEGORIES

International finance centre
MALTA – represented by the Ministry for the Economy, Investment and Small Business

Leading individual (advisors) 
Baker & McKenzie.Wong & Leow – Dawn Quek

Women in wealth management 
Baker & McKenzie.Wong & Leow – Dawn Quek

Outstanding contribution to wealth management thought leadership 
PwC/UBS

Leading individual (financial services)
Britta Pfister, Rothschild Trust (Singapore)

Lifetime achievement
Professor Francis Koh, Singapore Management University

Photographs

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

“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

“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

“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 Jones, Huddlestone Jones

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