Overview
WealthBriefingAsia is excited to announce the launch of its 2023 Greater China Awards programme.
Now in its eighth year, and building on the long-established success of its independent judging process, nominations for The Eighth Annual WealthBriefingAsia Greater China Awards 2023 are now open.
WINNING AN AWARD
Winning a WealthBriefingAsia Award sets organisations and individuals apart from their peers. The award is a tangible demonstration that the winners have something special to offer, rewarding achievement and showcasing top class performance and innovation.
Should your firm be successful, there is a wide range of ways in which the achievement can be promoted, ranging from logos, editorial and website entries, social media postings, professionally produced videos, and entry into the Annual Winners Acclaim magazine.
Whilst the judging process is completely independent of the commercial arrangements between the participants and the organisers it is expected that winners have a financial obligation to work with the organisers to promote their award and this obligation is separate to attendance at an awards ceremony if one is held.
CATEGORIES
For the 2023 Awards, the categories are again focused around these main areas:
Private Banking including Individual Country Categories
Specialist Categories
Individual Awards
A full list of the categories and entry form is available here.
SPONSORSHIP OPPORTUNITIES
For further information on categories and sponsorship opportunities please contact andrew.deane@clearviewpublishing.com
For more information about the awards process please contact rachel.fokes@clearviewpublishing.com
Key Dates
Key dates for your diary
- Nominations Open – NOW
- Submission Deadline – 10th March 2023 (midnight HKT), this has now been extended until the 20th March
- Winners and Finalist Notification – From 27th March 2023
- Public Announcement and Gala Ceremony – 1st June 2023
Categories
The submission process for the WealthBriefingAsia Greater China Awards 2023 is now unfortunately closed. For any questions, please contact rachel.fokes@clearviewpublishing.com
Awards Winners Supplement
About our Sponsors
Category Sponsors
InvestCloud is a global company specialising in digital platforms that enable the development of financial solutions, pre-integrated into the Cloud. The company offers on-demand client experiences and intuitive operations solutions using an ever-expanding library of modular apps, resulting in powerful products. Headquartered in Los Angeles, InvestCloud has over 20 global offices including New York, London, Geneva, Singapore and Sydney, supporting trillions in assets across hundreds of diverse clients – from the largest banks in the world to wealth managers, asset managers and asset services companies.
ProFundCom helps financial institutions raise and preserve AuM using digital marketing analytics. ProFundCom has been built using expertise and best practice from within the financial services industry. Our marketing analytics focus solely on the asset/investment management space and offer an integrated solution across all digital properties. We understand email/web traffic patterns of investment management clients and how you can leverage these behaviours.
smartKYC’s AI software is used by banks to automate customer due diligence whether for remediation, onboarding, refresh or continuous monitoring; our technology drives faster, better, and more cost- effective KYC at every stage of the relationship – liberating human effort to focus on decision-making rather than laborious screening and research. smartKYC integrates all relevant KYC sources - external watchlists, media archives, open web search, private company data, internal blacklists and, like a human, it reads everything and extracts useful intelligence in the form of facts. smartKYC presents facts about risks like adverse media, but also provides insights into information like source of wealth, network risk and even ESG misdemeanours. Sophisticated hit scoring maximises relevance and minimises false positives. All of this is done at speed and at scale and, as such, straight through processing opportunities become obvious. In refresh or continuous monitoring mode, smartKYC watches only for net new risks as they emerge and never repeats what is already known.
Venue
The Fullerton Hotel Singapore
Address: 1 Fullerton Square Singapore 049178
Winners
PAN-ASIA CATEGORY
Best Overall Asia Private Bank
Bank of Singapore
PRIVATE BANKING CATEGORIES (SOUTH-EAST ASIA)
Overall South-East Asia Private Bank
Maybank Private Singapore
Billionaire Team
Farro Capital
Wealth Planning Team
LGT Private Banking
Pure Play Private Bank
EFG Bank AG
Boutique Private Bank
Bordier & Cie (Singapore)
Investment Management Platform
BNP Paribas Wealth Management
Discretionary Portfolio Management Provider (Pan-Asia)
BNP Paribas Wealth Management
Customer Facing Digital Capabilities
HSBC Global Private Banking
Innovative Client Solution
BNP Paribas Wealth Management
Market Team – Indonesia
Bank of Singapore
Market Team – Vietnam
Bank of Singapore
Market Team – Thailand
Bank of Singapore
PRIVATE BANKING CATEGORIES (COUNTRY SPECIFIC)
Private Bank or Wealth Manager (Singapore)
Union Bancaire Privée
Wealth Solution Singapore
EFG Bank AG
Best Domestic Bank – India
360 ONE Wealth
External Asset Manager (India)
Waterfield Advisors
Emerging Wealth Manager (India)
InCred Wealth
INVESTMENT MANAGEMENT CATEGORIES (SOUTH-EAST ASIA)
Independent Wealth Manager (South-East Asia)
Eightstone Oclaner Pte Ltd.
Fund Manager (South-East Asia)
Milltrust International Group
Alternative Investment Manager (South-East Asia)
Indosuez Wealth Management
FX Solution Provider (South-East Asia)
Indosuez Wealth Management
INVESTMENT MANAGEMENT CATEGORIES (GREATER CHINA REGION)
Fund Manager (Greater China)
Milltrust International Group
Asset Management Firm Serving Family Offices and Private Banks (Greater China)
Milltrust International Group
Alternative Investment Manager (Greater China)
HSBC Global Private Banking
FX Solution Provider (Greater China)
Indosuez Wealth Management
PRIVATE CLIENT CATEGORIES (SOUTH EAST ASIA)
Legal Team (South-East Asia)
Stephenson Harwood
Accountancy Team (South-East Asia)
BDO LLP
Tax Team (South-East Asia)
BDO LLP
Independent Trust or Fiduciary Company (South-East Asia)
Trident Trust
Institutional Trust or Fiduciary Company (South-East Asia)
Butterfield
Estate Planning (South-East Asia)
Mishcon de Reya LLP
PRIVATE CLIENT CATEGORIES (GREATER CHINA REGION)
Legal Team (Greater China)
Withersworldwide
Tax Team (Greater China)
Withersworldwide
Independent Trust or Fiduciary Company (Greater China)
Intertrust Group
Institutional Trust or Fiduciary Company (Greater China)
HSBC Trust & Fiduciary Services
Estate Planning (Greater China)
Zhong Lun Law Firm LLP
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (PAN-ASIA) (IN-HOUSE SOLUTIONS)
Best Fund Administrator Services and Innovative Solutions under $30 Billion (APAC)
The Ascent Group
Digital Customer Facing Innovation
HSBC Global Private Banking
MARKETING/PR CATEGORY (PAN-ASIA)
Best Marketing or PR Campaign
Waterfield Advisors
SPECIALIST WEALTH MANAGEMENT CATEGORIES (SOUTH-EAST ASIA)
Corporate Social Responsibility
UBS AG
Philanthropy Offering/Initiative of the Year
UBS AG
Most Promising New Entrant
Talos
Family Governance Services
Lombard Odier
Next-Gen Programme
Stephenson Harwood
Family Wealth Advisory Offering
Farro Capital
Regional Partnership
Lombard Odier
Overall ESG Offering
Lombard Odier
Overall Sustainability Offering
TRIREC
Overall Impact Investing Offering (Pan-Asia)
BNP Paribas Wealth Management
Overall Diversity & Inclusion Offering
Indosuez Wealth Management
LEADERSHIP CATEGORIES (PAN-ASIA)
Women in Wealth Management
TriLake Partners
Leading Individual (Advisor)
Global Financial Consultants Pte Ltd. – Jarrad Brown
Outstanding Contribution To Wealth Management (Individual)
Withersworldwide – Tim George
Thought Leadership (Individual)
Venn Link Partners – Cici Lu
GENERAL WEALTHTECH CATEGORIES (PAN- ASIA)
Overall Asia WealthTech Provider
Temenos
Onboarding Product
SS&C Advent
Client Lifecycle Management
ERI
CRM Provider
Wealth Dynamix
Portfolio Management
UBS Partner
Innovative Solution
Temenos
Structured Products Solution
Leonteq Securities
Suitability
NICE Actimize
Front Office
ERI
Data Provider
Refinitiv, an LSEG Business
Risk Monitoring And Management
LexisNexis Risk Solutions
Client Reporting
WIZE by TeamWork
Core Banking Software
Temenos
Family Office Solution
WIZE by TeamWork
Cyber Security
LexisNexis Risk Solutions
Robo Product or Platform
Talos
EAM Platform
WIZE by TeamWork
Artificial Intelligence (AI) Application
IntellectAI
Client Communication Solution or Tool
InvestCloud
Digital Offering
Wealth Dynamix
REGTECH & COMPLIANCE CATEGORIES (PAN-ASIA)
Best Innovative Compliance Solution and RegTech Product (APAC)
The Ascent Group
WEALTHTECH CONSULTANCY & TRAINING CATEGORIES (PAN-ASIA)
Training Solution
Venn Link Partners
INDIVIDUAL & LEADERSHIP WEALTHTECH CATEGORIES (PAN-ASIA)
Growth/Business Development Strategy/Acquisition
Carret Private Capital Limited
Fintech Innovator of the Year
Micro Connect Investments
Leading Individual
Carret Private Capital Limited – Kenneth Kent Ho
GENERAL WEALTHTECH CATEGORIES (AUSTRALASIA)
Innovative Client Solution (Australasia)
TrustQuay
GENERAL WEALTHTECH CATEGORIES (INDIA)
Overall WealthTech Provider (India)
ViewTrade
Innovative Client Solution (India)
Azentio Software
PRIVATE BANKING CATEGORIES (GREATER CHINA)
Pure Play Boutique Private Bank
Union Bancaire Privée
Wealth Planning Team
Lombard Odier
Alternatives Provider
HSBC Global Private Banking
Philanthropy Services
BNP Paribas Wealth Management
Private Equity Provider
HSBC Global Private Banking
Private Banking Regional Partnership
Lombard Odier
Regional Growth Strategy and Implementation
HSBC Global Private Banking
Fixed Income Offering
HSBC Global Private Banking
NextGen Programme
BNP Paribas Wealth Management
Family Wealth Advisory Offering
Stephenson Harwood
Governance Service for Families
Lombard Odier
UHNW Team
HSBC Global Private Banking
SPECIALIST CATEGORIES (GREATER CHINA)
Best Wealth Manager of Greater China
Hywin Holdings
Excellence in Servicing North American Clients (Supported By Family Wealth Report)
Withersworldwide
Real Estate Advisory Services
Withersworldwide
Independent Wealth Manager
Carret Private Capital Limited
ESG
Indosuez Wealth Management
Alternative Investment Manager
The WatchFund
PRIVATE BANKING INDIVIDUAL COUNTRY CATEGORIES
Hong Kong Domestic Private Bank
HSBC Global Private Banking
Hong Kong International Private Bank
BNP Paribas Wealth Management
INDIVIDUAL AWARDS
Wealth Management Rising Star Under 40
Zhong Lun Law Firm LLP – Chloe Leung
Lifetime Achievement
Stephenson Harwood – Kevin Lee
Outstanding Individual
Zhong Lun Law Firm LLP – Clifford Ng
Best CEO in Greater China Wealth Management
Hywin Holdings – Madame Wang Dian
Previous Winners
PRIVATE BANKING CATEGORIES (GREATER CHINA)
Overall Regional Private Bank
Union Bancaire Privée
Pure Play Boutique Private Bank
Lombard Odier
Wealth Planning Team
HSBC Global Private Banking
Alternatives Provider
HSBC Global Private Banking
Philanthropy Services
BNP Paribas Wealth Management
SRI Offering
BNP Paribas Wealth Management
Discretionary Portfolio Management Offering
HSBC Global Private Banking
Private Equity Provider
Indosuez Wealth Management
Impact Investing
BNP Paribas Wealth Management
Fixed Income Offering
Indosuez Wealth Management
Private Bank for Family Governance Services
Lombard Odier
Family Wealth Advisory Offering
Withersworldwide
Governance Service for Families
Stephenson Harwood
Private Banking ESG Offering
Lombard Odier
SPECIALIST CATEGORIES (GREATER CHINA)
Best Wealth Manager of Greater China
Hywin Holdings
Excellence in Servicing North American Clients
Stephenson Harwood
Real Estate Advisory Services
Withersworldwide
Collectibles Advice Provider
WatchFund
Independent Wealth Manager
Fargo Wealth Group
ESG
Indosuez Wealth Management
PRIVATE BANKING INDIVIDUAL COUNTRY CATEGORIES
Hong Kong Domestic Private Bank
HSBC Global Private Banking
Hong Kong International Private Bank
BNP Paribas Wealth Management
INDIVIDUAL AWARDS
Wealth Management Rising Star Under 40
Chloe Leung – Zhong Lun Law Firm
Best CEO in Greater China Wealth Management
Madame Wang Dian – Hywin Holdings
Photographs
Frequently Asked Questions
Q) Do I/my firm need to be a subscriber to WealthBriefingAsia?
A) No, this program is open to all relevant firms.
Q) Is there any upfront cost to enter?
A) No, there is no upfront cost to enter, but you will be offered the chance to purchase a winner’s package should you be successful. This includes the option of tickets to attend the gala event.
Q) Is the process open to firms that are not active in Asia?
A) The judges will only consider submissions from firms that are active in the region. Please see here an overview of our global awards programmes.
Q) How do you ensure that the judging process is independent and impartial?
A) The judges are independent of the Award organisers and the are divided into separate panels to avoid conflicts of interest.
Q) Can you assure me that any details that I submit will be treated with confidentiality.
A) We collect your details and only share submissions with the judges’ team responsible for judging those particular categories. We ensure that there is no conflict of interest with the judges’ team before sharing entrants’ details. All our judges have signed a Non-Disclosure Agreement.
Q) My submission is likely to be longer than the 1000-word max limit. Would this disadvantage me?
A) We have set the limit out of respect to the judges and we are keen to maintain this to ensure that there is a level playing field between competing submissions.
Category Sponsors