WealthBriefingAsia Awards 2017

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)

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

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 on Bill’s 20 years experience in Hong Kong and across Asia in the areas of complex tax, succession and legal issues.

Bill’s early career was formed at Hong Kong law firm, Deacons, before he moved to Brisbane. He returned to Hong Kong in 1999 to work in a private client law firm, becoming a director of trust and legal affairs at an international trust company after that. He was managing partner at HSBC’s private bank’s tax advisory arm until 2008.

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.

Susan Collins

Director

Landgrove Private Office

Susan Collins has over 20 years of experience in the private wealth management industry in Hong Kong, most recently running a non-investment lead multi-family office. A founding director of Landgrove Private Office, Susan works with lawyers, bankers and other advisers around the globe. Her areas of expertise are Hong Kong and international tax, corporate and family governance, trust and estate structuring and the creation and administration of philanthropic vehicles. Susan is a past chairman of STEP Hong Kong and sits on its executive committee and philanthropy sub-committee and is co-chair of the education sub-committee.

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 matters. His business activities have included family office advisory services and participation in the launch and development of a publicly listed Japanese asset management company, together with its many investment structures and client relationships. He became an advisor to British and Malayan Trustees in Singapore during 2012 and assumed the role of executive director and CEO in 2014.

Christiaan De Bruyn

Director of Trust Services

Trident Trust Company

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 24 jurisdictions. He focuses on trustee services to family business owners and corporate pension funds, both in Hong Kong and through the other Trident Trust offices. Christiaan is a chartered accountant with 29 years experience, the first 12 years working as an auditor for Deloitte in South Africa and the Benelux, the next 12 years’ working in the fiduciary industry in Jersey and the last five years in Hong Kong.

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 services in both corporate banking and wealth management and has been based in Asia since 2006.   In his last role he was CEO Asia for Credit Agricole Suisse and prior to that managing director, head of South East Asia at Merrill Lynch.

For ABN AMRO Hans worked in Brazil, the Netherlands, Luxembourg, Gibraltar, Hong Kong and Singapore.

Hans is a Dutch national and graduated from Erasmus University Rotterdam with a Master’s degree in Commerce and Business Administration.

Richard Grasby

Partner

Maples and Calder

Richard is a partner in Maples and Calder’s trusts and private wealth practice in Hong Kong. He advises institutional trustees and private individuals on all areas of trust law and related private wealth issues. Richard also advises trustees, investment managers and investors on the establishment of investment funds, with a particular focus on unit trusts and private funds for wealthy individuals and families. He acts for trustees and settlors on the establishment and administration of private and charitable trusts and the establishment of private trust companies and family offices. He also acts in respect of estate planning and administration of estates. Richard has been named as a leading lawyer on Citywealth’s leaders list and recommended as a leading trusts lawyer in Legal 500. He regularly writes for industry journals and has spoken at several conferences in Asia.

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, Marcus advises institutional trustees, family offices and wealthy families on all aspects of private wealth and trust administration, including the appropriate use of offshore jurisdictions.

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.

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 New Zealand and works with many lead­ing multinational banks. She has extensive experience on industry developments and challenges faced by private banking clients. Antoinette leads a number of statutory audits for local and international private banks. She has also led a number of advisory projects with private banking clients, including KYC/AML reviews, governance reviews, business risk management reviews, regulatory reviews and integration assistance. Antoinette is a member of the accreditation & exemption committee of the Private Wealth Management Association in Hong Kong.

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. She is a Hong Kong and US qualified lawyer. Mimi advises clients on the creation of charitable structures and on their ongoing philanthropy. She also advises charities on tax and structuring and governance matters. She works with clients who have US family members who are investing in the US, moving to the US or expatriating. Mimi also advises in connection with international probate matters, including matters in which the estate owns US assets and/or has US beneficiaries. She also assists clients who have US citizenship or green card status on trust and estate planning strategies.

Professor Francis Koh

Vice-Provost (Special Projects)

Singapore Management University

Professor Francis Koh is vice-provost (special projects), a professor of finance (practice), and director of the MSc in wealth management programme at Singapore Management University.

Employed by the Government of Singapore Investment Corporation between 1994-2002, he was involved in investment projects in various countries, including China, Thailand and Indonesia.  He is active in consulting, executive development and public service. He was conferred with the Public Administration Medal (Silver) in 2013.

Professor Koh is widely and internationally published, and appears as a panelist on wealth management issues at many conferences. In 2012, Francis was awarded an honorary doctorate (honoris causa) in economics by the University of St Gallen.  In 2016, Francis was honoured with the lifetime achievement award by WealthBriefingAsia.

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.

Philippe A May

Managing Director

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 manager for Asian Equities at Credit Suisse in Zurich. After his move to Singapore he became vice president of EFG Private Bank and director of VP Bank. Mr. May is a Swiss-certified financial planner and banking specialist. He holds a Bachelor of Business Administration and studied Chinese at Jiao Tong University in Shanghai. In 2011 the government of St. Vincent and the Grenadines appointed him as its Honorary Consul to Singapore.

Michael Olesnicky

Special Advisor

KPMG

Michael is a special advisor with KPMG in Hong Kong.  He was previously the head of Baker & McKenzie’s Hong Kong/China and Asia tax groups before joining KPMG in October 2014.  Michael also focused on estate and succession planning for HNW individuals in Asia.  He has focused on Asia generally and Hong Kong specifically. He continues to focus on these practice areas at KPMG.

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 strategies. She is an expert in wealth management, specifically focused on CRM and digital strategies. Patrycja has worked on a number of large-scale transformation projects across clients in Europe and Asia. Her experience includes target operating model design, business architecture, multi-channel banking solutions, customer experience, sales and service process design.  Prior to EY, Patrycja worked for Accenture in Hong Kong and London.

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.

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 in consulting.

Michiel has delivered numerous engagements with a variety of private banks in Asia supporting them in transforming their business and preparing them for the digital age. He is a recognised thought leader in areas like digital and channel transformation, sales productivity and customer management, and a frequent speaker at internal and customer events. Publications include the Digital Tipping Point, Digital Customer Advocacy in Singapore Banking and PwC’s private banking and wealth management survey.

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.

Richard Weisman

Senior Tax Partner (Hong Kong)

Baker & McKenzie

Richard Weisman heads Baker & McKenzie’s wealth management practice in Hong Kong.  Richard advises financial institutions and families on international tax, trust, and wealth management, including FATCA, CRS and compliance issues.  He also advises governments regarding tax policy.  A graduate of Yale College and Harvard Law School, Richard has served on Baker & McKenzie’s global executive committee, head of Baker & McKenzie’s global tax practice, and as chairman of Baker & McKenzie’s Asia Pacific regional counsel.

Private Bankers Panel

ARJAN de BOER

Head of Markets & Investment Solutions

ANZ Private Bank

Arjan’s career started with Hollandsche Bank Unie (HBU), serving private, corporate and institutional clients within a dealing room environment, and subsequently became head of treasury & special products private clients in the Netherlands.

He has over 14 years of experience with ABN AMRO Private Banking, of which more than 7 years in Asia: early 2006 he relocated to Singapore as regional head of treasury & special products and moved to Hong Kong in 2010 as head of private banking North Asia. Subsequently, he was appointed head of North Asia at ANZ Private Bank.

Early 2017 Arjan joined Indosuez Wealth management as head of markets & investment solutions Asia, based in Hong Kong.

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.

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.

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 officer in 1989 where she spent 17 years, rising to the position of managing director of the firm’s consumer product sector of corporate and investment banking services.

She moved into private banking in August 2006 joining Bank Julius Baer as managing director (senior advisor). Thereafter she spent four years at Bank of America Merrill Lynch (BoAML) before joining UOB Private Bank in June 2014.

Ms Ong holds a Bachelor of Business Administration (Finance and Marketing) from the National University of Singapore.

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.

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 2009, he was appointed as director of finance and subsequently as director of finance and operations, member of management, being responsible for the corporation’s finances and facilities management.

In 2012, Christian joined Intertrust Hong Kong as chief operating officer, where he has been responsible amongst others for finance and operations, strategic projects, risk management and internal control. Christian is a native German speaker and he is also fluent in French and English and has a working knowledge of Dutch. In 2015, Christian was appointed as managing director, Greater China.

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, Middle East and Africa, as well as the Japan International segment.  Rob serves on DBS’s regional wealth management committee.

Prior to joining DBS, Rob was co-head of HSBC’s Private Bank for Southeast Asia and a director of HSBC Trust Company Singapore.

A career private banker with over 20 years of financial services experience, Rob started his career with Citibank in London, after which he moved to J.P Morgan as a senior coverage private banker for UHNW and international clients.

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 the strategic growth agenda for UBP's Southeast Asian business covering Singapore, Indonesia, Malaysia and Thailand.   In addition, he also leads the non-resident Indian segment across Asia and the Middle East.  Ranjit has over 25 years of experience in the banking sector. Prior to UBP’s acquisition of Coutts in Asia where he was the South Asia and Global NRI head, Ranjit served as managing director, private banking at Bank Sarasin Alpen in 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 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.

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 execution of its organic and strategic growth strategy across Asia and Europe.

With nearly 19 years experience in management consultancy and wealth management, Jeroen came to his current role from BNY Mellon International Wealth Management where his responsibilities embraced business development and strategy. Before that he worked in BNY Mellon’s US Wealth Management business. Jeroen joined BNY Mellon from a local US wealth management firm where he managed both US and international clients.

Philippe Legrand

Chief Executive

London & Capital, Asia

Philippe Legrand is chief executive and founding partner of London & Capital Asia, an award-winning multi-family office that services HNW clients as a one-stop solution for all their financial needs, in either wealth management or corporate advisory for their family business.

Philippe has accumulated 30 years of senior management experience with international banks in private, corporate and investment banking. He developed the Asian private banking platform for Rabobank/Sarasin in the late 1990s and subsequently headed the private banking North Asian operations of  ABN AMRO. He was previously deputy CEO of BNP Paribas Wealth Management, North Asia, a group for which he worked for over 13 years.

Based in Hong Kong since 1995, he has also worked in Europe, North America and India. He is a regular speaker at wealth management and asset management conferences in Asia as well as being a judge for awards within the industry.

Jacqueline Loh

Senior Vice-President, Private Wealth Solutions

HSBC Private Bank

Ms. Loh has over 15 years experience in the tax and trust wealth planning industry. Her career began as a tax lawyer with the private client group of Baker & McKenzie in Hong Kong where she specialised in trust and tax planning for families with ties in Canadian, US and Hong Kong. Jacqueline is currently senior vice-president of private wealth solutions of HSBC Private Bank where her major duties include the day-to-day administration and management of trust relationships for HNW families in Hong Kong and Taiwan.

Ms Loh is the current chair of the Hong Kong branch of the Society of Trust and Estate Practitioners.

Simon Ng

Managing Director, Private Banking, North Asia & Wealth Solution, Asia

BMO (Bank of Montreal) Private Bank

With more than 20 years of experience in the financial service industry, Simon Ng joined BMO Private Bank as managing director, private banking, North Asia and wealth solutions, Asia in October 2015.  He had previously been managing director and head of Royal Bank of Canada’s Wealth Management Trust – Asia for over 19 years.  Simon is a chartered accountant, qualified in Canada, and a member of STEP.  He was an executive committee member of the Hong Kong Trustee Association from 1996 to 2005, and its deputy chairman between 1999 and 2000.  Simon’s experience has also embraced periods with HSBC Trustee International in Hong Kong, and Deloitte & Touche in Hong Kong and Vancouver, Canada.

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 is a German-trained barrister with 23 years trust (Credit Suisse Trust and Rothschild Trust) and tax (PricewaterhouseCoopers Tax & Legal, CMS Hasche Sigle) experience.

Britta is a distinguished fellow at INSEAD in the area of family office, under INSEAD’s global private equity initiative, as well as  a frequent lecturer at international conferences and author of various articles on tax and estate planning matters and holds an executive degree in mergers and acquisitions from Stanford University. She received the award “Leading Individual Financial Services” in Singapore from WealthBriefingAsia in 2016.

Ian Pollock

Regional Head of Private Bank International, North Asia

ABN AMRO Private Banking

Ian joined ABN AMRO Private Banking in April 2013 as regional head of private bank international, North Asia. As a member of the Bank’s private banking management team for Asia & Middle East, Ian is responsible for the management and further development of ABN AMRO’s private banking business in North Asia. In a career spanning over 30 years in Asia, Ian has held various senior regional management roles at Julius Baer, HSBC Private Bank, Republic National Bank of New York and VP Bank. He has extensive experience in the wealth management industry and the region. Ian is a member of the Institute of Chartered Accountants of Scotland.

Bernard Rennell

Senior Adviser to the CEO, Key Client Coverage and Global Head, Family Governance and Family Enterprise Succession

HSBC Private Bank

As chief executive of HSBC Private Bank, Asia-Pacific, Bernard Rennell has overall responsibility for HSBC’s private banking business in the region. In addition as global head of private wealth solutions, he has responsibility for HSBC’s trust, family wealth structuring, family governance, philanthropy and related activities globally. Bernard formerly held positions as chairman of the private banking sub-committee of the Hong Kong Association of Banks, chairman of the Hong Kong Branch of the Society of Trust and Estate Practitioners, and chairman of the Hong Kong Trustees’ Association.

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.

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 banking business of the bank including trust services.

With over 20 years experience in the private banking and corporate banking industries, Joseph has extensive experience in providing wealth management advisory to HNW individuals and families. Prior to joining Wing Lung Bank, Joseph worked in private wealth management at Credit Suisse and HSBC Private Bank.

Anton Wong

Managing Director, Head of Key Client Group

BNP Paribas Wealth Management, Asia Pacific

Mr. Anton Wong is head of key client group, Asia Pacific for BNP Paribas Wealth Manage­ment. He joined the bank in October 2011. Based in Hong Kong, Anton leads the devel­opment of BNP Paribas Wealth Management’s key client strategy and platform in the region. He oversees the private bank’s cross-selling efforts with corporate & institutional bank and other métiers, as well as bringing cus­tomized propositions to best service BNP Paribas Wealth Management’s top cli­ents. As an extension of his responsibilities, Anton is also in charge of BNP Paribas Wealth Management’s annual next generation program and is a spokesperson for the bank’s Global Entrepreneur Report. He has been actively engaged in the promotion of the arts and inclusive activities for disabled artists through his involvement in local NGOs.

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. Vicky also plays a key role in developing LGT’s Asian business and serves on LGT’s executive board Asia.

Prior to joining LGT Group, Vicky was an executive director at Goldman Sachs (Asia) for over 10 years. Before that, she practiced private client law, first with Stikeman Elliott, and then with Bryan Cave. Vicky is a licensed attorney in California and Washington, U.S.A, a licensed barrister and solicitor in British Columbia, Canada, and a member of the Law Societies of Hong Kong, and England and Wales.

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

Sponsors

These prestigious awards recognise excellence within the wealth management and family office industry. In addition they provide your business with a highly a uent, captive audience of private bankers, lawyers, accountants, nancial 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:
Partners who support our global awards
  • 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  

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.”

Category Sponsors