Overview

Introduction

Now in its eleventh year, the Annual WealthBriefingAsia Awards 2023 nomination process is now formally open.

Categories

For the 2023 Awards, the categories are again focused around these main areas:

    • Private Banking Categories
    • Individual Countries (within the South-East Asia region)
    • Investment Management Categories
    • Private Client Service Provision Categories
    • Individual, Leadership and Team Categories
    • Specialist Categories
    • WealthTech Categories

Judging

The judges are separated into a series of bespoke panels. Broadly bankers will judge the trusted advisor categories, and trusted advisors will be responsible for judging the banking categories. This is to ensure that commercially sensitive information is kept confidential and to avoid conflicts of interest.

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.

If your firm is successful there is a wide range of ways in which this achievement can be promoted, ranging from logos, editorial and website entries, social media postings, professional videos and entry into the Annual Winners Acclaim magazine.

Gala Dinner

WealthBriefingAsia’s gala dinner is an opportunity for our winners to celebrate their success with their colleagues and peers. The ceremony is highly regarded, and attendance is seen as a must for all those lucky enough to have produced a winning entry. This dinner will be hosted on the 1st of June in Singapore.

Sponsorship Opportunities

For further information on sponsorship opportunities please contact andrew.deane@clearviewpublishing.com

Further Information 

For more information about the awards and submission process please contact rachel.fokes@clearviewpublishing.com

Key Dates

Nominations open – Now
Nominations close – 24th February 2023  (at midnight) – this has now been extended until the 10th March
Winners notified – From 20th March 2023
Public announcement and Gala Ceremony – 1st June 2023

Judges

Our global awards program is built on the independence of our judges.  Each judge will have signed an NDA to ensure that all the information they receive in the submissions is kept in the strictest confidence. Further judges will be announced in due course.

Trusted Advisors

Alain Esseiva

CEO and Co-Founder

Alpadis Group

Alain Esseiva is the Co-Founder and CEO of Alpadis Group. Alain leads the business, development, strategy and growth aspects of the Group, and oversees the day-to-day operations of the Singapore […]

Bobby Bok

Head of Sales & Business Development, Asia Pacific

Global Trading Network Group (GTN)

Bobby is the Head of Sales & Business Development, Asia Pacific with Global Trading Network Group (GTN) in Singapore. In this role, Bobby defines and leads the Go-to-Market strategy for […]

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 […]

Danny Jones

Founding Partner

Huddleston Jones

As a Founding Partner at Huddleston Jones, Danny leads their retained search practice, specializing in Private Wealth Management across Asia Pacific and the Middle East. Prior to his executive search […]

Denis MIles-Vinall

CEO

The Buckingham Academy Ltd

Denis is the CEO of The Buckingham Academy, a partnership of coaches and training professionals delivering learning programmes to the Wealth Management and Investment Banking industries. Based in Hong Kong […]

Gary Dugan

CEO of The Global CIO Office

Purple Asset Management

Gary Dugan is CEO of The Global CIO Office and of Asset Manager, Purple Asset Management based in Singapore. Gary Dugan is a seasoned investment professional with 37 years’ experience working […]

Kylie Luo

Executive Director - Leader, Asset & Wealth Management (Tax)

BDO

Kylie has over 20 years of experience in Singapore and international tax. Prior to joining BDO in 2015, she was a tax principal with a Big Four firm. Currently, Kylie […]

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 […]

Nicolas Ulvoas

Managing Director Asia

Lynceus Partners

Nicolas is part of the management committee of Lynceus Partners, an independent investment boutique specialised in alternative investments with a deep in-house expertise in derivatives and structured products. As Managing […]

Pierre Dupont

Managing Partner

WIZE by TeamWork

Pierre is Managing Partner at WIZE by TeamWork, the all-in-one Wealth & Asset Management solution, which is one of the fastest growing WealthTech companies in Switzerland dedicated to External Asset […]

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 […]

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 […]

Valérie Mantot

Regional Managing Director - APAC

Apex Group

Valérie is head of CRM –Asia Pacific based in Singapore and has overall responsibility for business development and the services delivery for the Asia and MENA region. Prior to joining […]


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 […]

David Wilson

APAC Wealth Management Lead

Accenture

David Wilson leads Accenture’s Asia Wealth Management practice, working with the senior leadership teams of the region’s wealth management firms to enable business growth and improve organizational enablement and efficiency. […]

Elizabeth Hart

CEO & Founder

Legacy Wealth Advisors

Elizabeth has dedicated her entire career, of over 30 years, to advising private clients and provides holistic advice on wealth preservation, succession planning & family wellness. Elizabeth is the CEO […]

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 […]

Madame Wang

CEO

Hywin Wealth

Madame Wang Dian is CEO of Hywin Wealth, the leading independent wealth manager from China with 2,700 staff serving 110,000 HNW clients across 170 locations in Mainland China, Hong Kong […]

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 […]

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, […]

Jason Lai

CEO, Asia for Wealth Management

Schroders Wealth Management Asia

Jason joined Schroders in 2019 as CEO, Asia for Wealth Management, where he is responsible for the management and overall strategic development of the business across the region, and where […]


Categories

The submission process for the WealthBriefingAsia Awards 2023 is now unfortunately closed. For any questions, please contact rachel.fokes@clearviewpublishing.com

Awards Winners Supplement


About our Sponsors

Headline Sponsor


Category Sponsors


Executive Search Partner



Sponsors Videos

Venue

The Fullerton Hotel Singapore

Address: 1 Fullerton Square Singapore 049178

Charity Partners


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 (GREATER CHINA)


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

The Tenth Annual WealthBriefingAsia Awards 2022 Winners

 

 

Pan Asia 

Best Overall Asia Private Bank
UBS Global Wealth Management

 

Private Banking (South- East Asia)

Best South-East Asia Private Bank
EFG Bank

UHNW Team
BNP Paribas Wealth Management

Pure Play
EFG Bank

Boutique Private Bank
Lombard Odier

Client Service
BNP Paribas Wealth Management

Investment Management Platform
Indosuez Wealth Management

Discretionary Portfolio Management Provider
UBS Global Wealth Management

Customer Facing Digital Capabilities
HSBC Global Private Banking

Innovative Client Solution
UBS Global Wealth Management

 

Private Banking (Country Specific)

Wealth Planning Solution (Singapore)
Lombard Odier

Domestic Bank or Wealth Manager (India)
IIFL Wealth Management

 

Investment Management South-East Asia

Independent Wealth Manager
Schroders Wealth Management

Asset Management Firm Serving Family Offices & Private Banks
Milltrust International Group

Alternative Investment Manager
Indosuez Wealth Management

FX Solution Provider
BNP Paribas Wealth Management

 

Investment Management (Greater China Region)

Fund Manager
Milltrust International Group

Alternative Investment Manager
HSBC Global Private Banking

FX Solution Provider
BNP Paribas Wealth Management

 

Private Client (South-East Asia)

Legal Team
Rajah & Tann Singapore

Tax Team
BDO

Independent Trust of Fiduciary Company
Trident Trust

 

Estate Planning
Stephenson Harwood

 

Private Client (Greater China Region)

Legal Team
Zhong Lun Law Firm

Tax Team
Withersworldwide

Independent Trust or Fiduciary Company
Intertrust Group

Estate Planning
Stephenson Harwood

 

Wealth Management Tech

Innovative Client Solution
BNP Paribas Wealth Management

 

Special Wealth Management (South-East Asia)

Insurance Platform for the Wealth Management Sector
Globaleye

Corporate Social Responsibility
Indosuez Wealth Management

International Finance Centre
Jersey Finance

Real Estate Advice
Withersworldwide

 

Philanthropy Offering/Initiative of the Year
UBS Global Wealth Management

Most Promising New Entrant
Legacy Wealth Advisors

 

Family Governance Services
Lombard Odier

Family Wealth Advisory Offering
Maitri Asset Management

Regional Partnership
Lombard Odier

Overall ESG Offering
Lombard Odier

Overall Sustainability Offering
UBS Global Wealth Management

Overall Impact Investing Offering
BNP Paribas Wealth Management

Overall Diversity & Inclusion Offering
Indosuez Wealth Management

Digital Assets Offering
Apollo Capital Management

 

Leadership Pan-Asia

Women in Wealth Management
BDO

Leading Individual (Advisor)
Clifford NG, Zhong Lun Law Firm

Outstanding Contribution to Wealth Management (Individual)
Kevin Lee – Stephenson Harwood

Thought Leadership (Individual/Company)
BDO

Wealth Management Rising Star Under 40
Suzanne Johnston – Stephenson Harwood

 

General Wealth Tech (Pan-Asia)

Overall Asia WealthTech Provider
Refinitiv

 

Onboarding Product
Temenos

Client Lifecycle Management
Wealth Dynamix

CRM Provider
SS&C Advent

Transaction Processing
Expersoft Systems

Portfolio Management
WIZE by TeamWork

Investment Platform
OSL SaaS

Innovative Solution
InvestCloud

Structured Products Solution
Lynceus Partners

Suitability
NICE Actimize

Front Office
Avaloq

Data Provider
Refinitiv

Client Reporting
Factset

Core Banking Software
ERI

Family Office Solution
Contemi Solutions

Robo Product or Platform
WealthObjects

EAM Platform
WIZE by Teamwork

 

Artificial Intelligence Application
InvestCloud

Client Communication Solution or Tool
CREALOGIX

Digital Offering
Wealth Dynamix

 

Individual & Leadership WealthTech (Pan-Asia)

Regional Management Team/CEO
Contemi Solutions

Women in WealthTech
AIFMetrics

 

General WealthTech Categories (Australasia)

Innovative Client Solution
Northland Group

 

General WealthTech Categories (India)

Innovative Client Solution
ViewTrade Holding Corp.

 

RegTech (India)

Innovative Compliance/RegTech Product
Azentio Software


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.