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.

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 […]

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 […]

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 […]

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 […]

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 […]


Private Bankers Panel

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 […]

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 […]

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 […]

Rolf Gerber

Member of the Board of Directors

LGT Bank (Singapore)

Rolf Gerber lives in Singapore where he holds a number of board positions having retired after almost four decades in the finance industry at the end of 2016. Rolf joined […]

Categories

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

About our Sponsors

Sponsors


Venue

The Westin Singapore

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

Telephone: (65) 6922 6888

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