Overview

Introduction

A warm welcome to the WealthBriefingAsia Awards 2017. Nominations are now open and we look forward to seeing old and new faces taking part in this prestigious event.

For those new to the awards, the categories are focused around three main areas:

  • Experts (individuals and teams)
  • Products
  • Services for wealth managers and clients/institutions of all sizes and types

As in previous years, independence, integrity and genuine insight will be the watchwords of the judging process and will be conducted by an expert panel drawn from both private banks and trusted advisors/consultants to the sector.

To avoid any con ict of interest we have two judging panels. One panel of bankers who judge the trusted advisor categories. Another panel of trusted advisors who are responsible for judging the banking categories.

Winning an WealthBriefing Award sets organisations and individuals apart from their peers and is a tangible demonstration that they have something special to o er, rewarding achievement and showcasing top class performance and innovation.

We very much hope you take part and look forward to seeing you at the 2017 awards ceremony.

Key dates for the diary

  • Nominations close 3 March 2017 (at midnight)
  • Judges meeting  23 March 2017 (from 12 noon)
  • Shortlist announcement 27 March 2017
  • Awards dinner 1 June 2017 (from 7.00pm)

How to enter

  • Click on the categories tab – located on the LH side
  • Fill in the online form with your details
  • Select the categories you wish to enter
  • Press submit

Once the form is submitted, you will automatically receive a confirmation email with a link to the awards questionnaire. Please follow the instructions on page 2 of the questionnaire, then complete your submissions by the closing date.

Key Dates

  • Nominations close 3 March 2017 (at midnight)
  • Judges meeting  23 March 2017 (from 12 noon)
  • Shortlist announcement 27 March 2017
  • Awards dinner 1 June 2017 (from 7.00 pm)

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 […]

Hans Diederen

Head, Family Office Services

Heritage Trust Group

Hans Diederen is head, family office services at Heritage Trust in Singapore where he advises Asian business families on succession planning. Hans has over 23 years of experience in financial […]

James Cox

Executive Director and Chief Executive Officer

British and Malayan Trustees

Mr. Cox has been active as an international lawyer based principally in the United States since 1976, advising families and businesses (including financial service companies) concerning governance, structuring, and transactional […]

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 […]

Marcus Hinkley

Special Counsel

Withers KhattarWong

Marcus is a highly experienced trust lawyer in Singapore, having worked as a specialist in the area since 1994 in New Zealand, BVI, Cayman Islands, Guernsey, Jersey and Singapore. Currently, […]

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 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 […]

Michiel Van Selm

Director

PwC Consulting Singpaore

Michiel is a director in PwC’s consulting practice. He has 20 years of experience working with banking clients across Asia and Europe and leads the Southeast Asia wealth management team […]

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 A May

Managing Director, Head of Asia Pacific

Arton Capital

The Hon. Philippe A. May is a part of the inception of the Arton Capital office in Singapore and oversees the Asia Pacific Region. His career began as a portfolio […]

Professor Francis Koh

Professor Emeritus of Finance (Practice)

Singapore Management University

Professor Francis Koh is Emeritus Professor of Finance and the Founding Director of the MSc in Wealth Management Programme at the Singapore Management University. He is an Independent Non-Executive Director […]

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 Weisman

Senior Tax Partner (Hong Kong)

Baker & McKenzie

Mr. Weisman has occupied various leadership positions within the Baker McKenzie, including as Head of Baker McKenzie’s Global Tax Practice Group and as a member of Baker McKenzie’s Global Executive […]

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 […]

Arjan de Boer

Head of Markets, Investments and Structuring Asia

Indosuez Wealth Management

Drawing upon his extensive leadership experience and industry knowledge, Arjan is responsible for the entire products and services offering in Asia and overlooks the regional investment strategy. Arjan started his […]

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 […]

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 […]

Britta Pfister

Managing Director

Rothschild Trust Asia Pacific

Britta joined Rothschild Trust in 2000 and is managing director of Rothschild Trust Asia Pacific. Her focus is on business strategy development and key client relationships in the region. Britta […]

Christian Heinen

Managing Director, Greater China

Intertrust

After having worked for KPMG Luxembourg in the audit sector, Christian joined Intertrust Luxembourg in 2007 as head of finance where he was responsible for the corporate accounting team. In […]

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 […]

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 […]

Ong Yeng Fang

Managing Director

UOB Private Bank

Ong Yeng Fang is managing director and head of UOB Private Bank with global responsibility for UOB’s private banking business. Ms Ong started her career at DBS as a trainee […]

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 […]

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 […]

Ranjit Khanna

Head of South Asia

Union Bancaire Privee

Ranjit Khanna is head of the South Asia region and non-resident Indian clients for Asia and Middle East at Union Bancaire Privée. Based in Singapore, Ranjit is responsible for driving […]

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, […]

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 […]

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. […]

Finalists

PRIVATE BANKING CATEGORIES OVERALL ASIA PRIVATE BANK NOMINEES
  • BNP Paribas Wealth Management
  • Citi Private Bank
  • HSBC Private Banking
  • UOB Private Bank
DOMESTIC CLIENTS TEAM NOMINEES
  • BNP Paribas Wealth Management
  • HSBC Private Banking
UHNW TEAM NOMINEES
  • BNP Paribas Wealth Management
  • Citi Private Bank
BOUTIQUE PRIVATE BANK NOMINEES
  • ASK Wealth Advisors
  • Bordier & Cie
  • LGT Private Banking Asia
  • Union Bancaire Privee
BEST PRIVATE BANK – CLIENT SERVICE NOMINEES
  • ASK Wealth Advisors
  • Bordier & Cie
  • LGT Private Banking Asia
BEST PRIVATE BANK – INVESTMENT MANAGEMENT PLATFORM – EDITOR’S AWARD NOMINEES
  • Citi Private Bank
BEST PRIVATE BANK – TALENT MANAGEMENT NOMINEES
  • ASK Wealth Advisors
  • BMO Private Bank
INVESTMENT MANAGEMENT CATEGORIES INDEPENDENT WEALTH MANAGER NOMINEES
  • Crossinvest
  • Golden Equator
  • London and Capital Asia
  • Oclaner Asset Management
  • Thirdrock Group
  • Trilake Partners
FUND MANAGER NOMINEES
  • Golden Equator
  • Milltrust International Group
  • Oclaner Asset Management
  • ICICI Prudential
EXTERNAL ASSET MANAGEMENT PLATFORM AND OFFERING NOMINEES
  • Milltrust International Group
  • Swiss-Asia
  • UBS Singapore
BEST ASSET MANAGEMENT FIRM SERVING FAMILY OFFICES AND PRIVATE BANKS NOMINEES
  • Mercer
  • Silverdale Capital Pte
ALTERNATIVE INVESTMENT MANAGER NOMINEES
  • Mercer
  • Milltrust International Group
  • The Watch Fund
  • UOB Alternative Investment Management
PLATFORM PROVIDER NOMINEES
  • Mercer
  • Milltrust International Group
FX SOLUTION PROVIDER NOMINEES
  • BNP Paribas Wealth Management
  • Thomson Reuters
MARKETING/PR CATEGORIES BEST MARKETING OR PR CAMPAIGN NOMINEES
  • ASK Wealth Advisors
  • Citi Singapore
PRIVATE CLIENT CATEGORIES LEGAL TEAM – GREATER CHINA NOMINEES
  • Baker & McKenzie
  • Herbert Smith Freehills
  • Withers
LEGAL TEAM – SOUTH-EAST ASIA NOMINEES
  • Baker & McKenzie Wong & Leow
  • RHTLaw Taylor Wessing
  • Withers KhattarWong
TAX/ACCOUNTANCY TEAM – GREATER CHINA NOMINEES
  • Baker & McKenzie
  • Equiom
  • Withers
TAX/ACCOUNTANCY TEAM – SOUTH-EAST ASIA NOMINEES
  • Baker & McKenzie Wong & Leow
  • BDO
  • Withers KhattarWong
INDEPENDENT TRUST OR FIDUCIARY COMPANY – GREATER CHINA NOMINEES
  • Equiom
  • First Names Group
  • Intertrust
  • JTC Kensington
  • Trident Trust
  • ZEDRA Asia
INDEPENDENT TRUST OR FIDUCIARY COMPANY – SOUTH-EAST ASIA NOMINEES
  • Asiaciti Trust
  • Equiom
  • First Names Group
  • Intertrust
  • JTC Kensington
  • Trident Trust
  • ZEDRA Asia
ESTATE PLANNING NOMINEES
  • Baker & McKenzie
  • Withers
  • Withers KhattarWong
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (TECH VENDORS ONLY) FRONT OFFICE SOLUTION NOMINEES
  • ERI Banking Software
  • SS&C Advent
PORTFOLIO MANAGEMENT NOMINEES
  • Charles River Development
  • ERI Banking Software
  • FundCount
  • Mercer
  • SS&C
  • SS&C Advent
CLIENT REPORTING NOMINEES
  • FundCount
  • SS&C
CLIENT ACCOUNTING – EDITOR’S AWARD NOMINEES
  • FundCount
ONBOARDING – EDITOR’S AWARD NOMINEES
  • Appway
INNOVATIVE FINTECH SOLUTION NOMINEES
  • FundCount
  • SS&C
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (OPEN) INNOVATIVE CLIENT SOLUTION NOMINEES
  • FundCount
  • Milltrust International Group
  • SS&C
  • Thomson Reuters
  • UBS Wealth Management
OTHER WEALTH MANAGEMENT CATEGORIES INTERNATIONAL FINANCE CENTRE NOMINEES
  • Jersey Finance
  • MALTA, represented by the Economy for Small Business and Investment
CSR – EDITOR’S AWARD NOMINEES
  • RHTLaw Taylor Wessing
WEALTH PLANNING TEAM – GREATER CHINA NOMINEES
  • Baker & McKenzie
  • Equiom
  • HSBC Private Banking
  • Withers
WEALTH PLANNING TEAM – SOUTH-EAST ASIA NOMINEES
  • Baker & McKenzie Wong & Leow
  • Equiom
  • RHTLaw Taylor Wessing
  • Withers KhattarWong
PHILANTHROPY OFFERING/INITIATIVE OF THE YEAR NOMINEES
  • BNP Paribas Wealth Management
  • HSBC Private Banking
  • RHTLaw Taylor Wessing
  • Withers
RISING STAR NOMINEES
  • Appleby – Vincent Chan
  • Withers – Wei Zhang
WOMEN IN WEALTH MANAGEMENT (INDIVIDUAL CONTRIBUTION) NOMINEES
  • Baker & McKenzie Wong & Leow – Dawn Quek
  • BDO – Kylie Luo
  • Golden Equator – Shirley Crystal Chua
  • UOB Private Bank – Ong Yeng Fang
  • Withers KhattarWong – Stacy Choong
OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (INDIVIDUAL) NOMINEES
  • Baker & McKenzie – Richard Weisman
  • Baker & McKenze Wong & Leow – Dawn Quek
  • London & Capital Asia – Philippe Legrand
  • Withers – Timothy Burns
OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY) NOMINEES
  • London & Capital Asia
  • Herbert Smith Freehills
  • Mercer
  • Withers KhattarWong
LEADING INDIVIDUAL (ADVISOR)
  • Winner will be announced at awards dinner
LEADING INDIVIDUAL (BANKER)
  • Winner will be announced at awards dinner
LIFETIME ACHIEVEMENT
  • Winner will be announced at awards dinner

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  

OVERALL ASIA PRIVATE BANK  

WINNER
BNP Paribas Wealth Management

 

DOMESTIC CLIENTS TEAM 

WINNER
HSBC Private Banking

 

UHNW TEAM  

WINNER
Citi Private Bank

 

BOUTIQUE PRIVATE BANK   

JOINT WINNERS
LGT Private Banking Asia
Union Bancaire Privee

 

BEST PRIVATE BANK – CLIENT SERVICE 

WINNER
Bordier & Cie

 

BEST PRIVATE BANK – INVESTMENT MANAGEMENT PLATFORM – EDITOR’S AWARD

Citi Private Bank

 

BEST PRIVATE BANK – TALENT MANAGEMENT

WINNER
BMO Private Bank

INVESTMENT MANAGEMENT CATEGORIES  

 

INDEPENDENT WEALTH MANAGER 

JOINT WINNERS
Crossinvest
London and Capital Asia

 

FUND MANAGER

WINNER
Oclaner Asset Management

 

EXTERNAL ASSET MANAGEMENT PLATFORM AND OFFERING

WINNER

UBS FIM APAC

 

BEST ASSET MANAGEMENT FIRM SERVING FAMILY OFFICES AND PRIVATE BANKS

WINNER
Mercer

 

ALTERNATIVE INVESTMENT MANAGER 

WINNER
UOB Alternative Investment Management

 

PLATFORM PROVIDER 

WINNER
Mercer

 

FX SOLUTION PROVIDER  

WINNER
Thomson Reuters

MARKETING/PR CATEGORIES

 

BEST MARKETING OR PR CAMPAIGN

WINNER
Citi Singapore

 

PRIVATE CLIENT CATEGORIES

LEGAL TEAM – GREATER CHINA

WINNER
Withers

 

LEGAL TEAM – SOUTH-EAST ASIA

WINNER
Baker & McKenzie Wong & Leow

 

TAX/ACCOUNTANCY TEAM – GREATER CHINA

WINNER
Withers

 

TAX/ACCOUNTANCY TEAM – SOUTH-EAST ASIA

WINNER
BDO

 

INDEPENDENT TRUST OR FIDUCIARY COMPANY – GREATER CHINA

WINNER
Intertrust

HIGHLY COMMENDED

ZEDRA Asia

 

INDEPENDENT TRUST OR FIDUCIARY COMPANY – SOUTH-EAST ASIA

WINNER
Trident Trust

 

ESTATE PLANNING

WINNER
Baker & McKenzie

 

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (TECH VENDORS ONLY)

 

FRONT OFFICE SOLUTION

WINNER
SS&C Advent

 

PORTFOLIO MANAGEMENT

WINNER
ERI Banking Software

 

CLIENT REPORTING 

WINNER
SS&C

 

CLIENT ACCOUNTING – EDITOR’S AWARD

FundCount

 

ONBOARDING – EDITOR’S AWARD

Appway

 

INNOVATIVE FINTECH SOLUTION

WINNER
SS&C

 

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (OPEN)

 

INNOVATIVE CLIENT SOLUTION

WINNER
UBS Wealth Management

 

OTHER WEALTH MANAGEMENT CATEGORIES

 

INTERNATIONAL FINANCE CENTRE

WINNER
MALTA, represented by the Economy for Small Business and Investment

 

CSR – EDITOR’S AWARD

WINNER
RHTLaw Taylor Wessing

 

WEALTH PLANNING TEAM – GREATER CHINA

WINNER
Baker & McKenzie

 

WEALTH PLANNING TEAM – SOUTH-EAST ASIA

WINNER
Withers KhattarWong

 

PHILANTHROPY OFFERING/INITIATIVE OF THE YEAR

WINNER
BNP Paribas Wealth Management

 

RISING STAR

WINNER
Withers – Wei Zhang

 

WOMEN IN WEALTH MANAGEMENT (INDIVIDUAL CONTRIBUTION)

WINNER
UOB Private Bank – Ong Yeng Fang

 

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (INDIVIDUAL)

WINNER
London & Capital Asia – Philippe Legrand

 

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY)

WINNER
Herbert Smith Freehills

 

LEADING INDIVIDUAL (ADVISOR)

WINNER

NICHOLAS JACOB, Forsters

CHRISTIAN STEWART, Family Legacy Asia

 

LEADING INDIVIDUAL (BANKER)

WINNER

HENRI LEIMER, LGT Private Banking

 

LIFETIME ACHIEVEMENT

WILLIAM AHERN, Ahern Lawyers


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.”

“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 WealthBriefing 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.”

“These awards were a triumph. Superb evening, great to catch up with old and new faces and I look forward to next year.”

“We would like to thank WealthBriefingAsia for hosting such a lovely event on Friday evening.”

“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.”