Overview

A warm welcome to the WealthBriefingAsia Awards 2021. The nomination process is now open, and we are looking forward to receiving submissions from organisations hoping to win an award in their category.

Categories

For those new to the awards, the categories are focused around the following areas covering wealth management excellence within South-East Asia:

  • Private Banking Categories
  • Individual Countries (Within the Region) Categories
  • Investment Management Categories
  • Private Client Service Provision Categories
  • Individual, Leadership and Team Categories
  • Specialist Categories

We will also include:

  • Several Private Client and Investment Management Categories for Greater China
In addition we will be awarding the following highly sought-after accolade:
  • Best Overall Asia Bank

For 2021 we will be introducing some exciting new South East Asia and Pan-Asian categories including:

  • HNW Team (South East Asia)
  • Innovative Client Solution (South-East Asia)
  • Market Teams – Indonesia/Singapore/Vietnam/Thailand
  • Overall Private Bank or Wealth Manager – Singapore
  • Wealth Planning Solution – Singapore
  • A range of EAM Custodian Categories (Pan-Asia)
  • Digital Customer Facing Innovation (Pan-Asia)
  • Global Citizenship (South-Asia Asia)
  • Company Registration and Formation (South-East Asia)
  • C-Level Leadership Categories (South-East Asia)

Entries From WealthTech Companies

In a further change for 2021 we are running a parallel  and separate Awards Process honouring the achievements of WealthTech companies in the region.

The WealthTechAsia Awards 2021  (part of the WealthBriefing Global Wealth Tech Awards programme) can be entered separately here.

Judging

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 conflict of interest we are separating the judges into a series of bespoke panels. Broadly bankers will judge the trusted advisor categories, and panels of trusted advisors will be responsible for judging the banking categories.

A selection of our judges have shared their top tips for an outstanding submission (please click on image to view).

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

Winners and finalists will be given advance notification for their success, allowing time to prepare their marketing messaging around the promotion of their achievement before the public announcement on 10th June 2021. WealthBriefingAsia – as the leading voice of the family office community – will work with the winners to optimize their success by offering a range of marketing collateral.For further information on categories and sponsorship opportunities please see the link below:

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

Key Dates

Key dates for your diary
  • Nominations Open - November 19, 2020
  • Nominations Close - March 30, 2021 (at Midnight)
  • Winners Notification - May 4, 2021
  • Public Announcement of the Winners June 17, 2021

Judges

Trusted Advisor Panel

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 a seasoned business leader with over 16 years of experience in the financial information and wealth solutions industry. As the Head of Sales, Asia Pacific at GTN, Bobby […]

Bruce Weatherill

Chairman

ClearView Financial Media

Bruce is a chartered accountant with over 40 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 […]

David Varley

Chief High Net Worth Officer

Sun Life

David Varley is Chief High Net Worth Officer at Sun Life Financial in Hong Kong. He specializes in HNW and Ultra HNW Planning and Insurance Structuring solutions for clients and […]

Dawn Quek

Principal

Baker & McKenzie

Dawn advises high net worth families on their tax, trust and estate planning issues on a multi-jurisdictional cross-border basis with a particular focus on using onshore and offshore trust structures […]

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 […]

Katie Graves

Partner

Withers

Katie moved from the London office to Hong Kong in 2010. Her practice involves tax, trust and estate planning for wealthy international families. She has particular expertise in assisting clients […]

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 […]

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 […]

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. […]

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

Co-founder & 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, […]


Custodian Panel

Anthonia Hui

Chief Executive Officer

AL Wealth Partners Pte Ltd

Anthonia has achieved great success and recognition in the international private wealth management arena with her exceptional drive, determination and perseverance. Ms. Hui is the co-founder of AL Wealth Partners […]

Kenneth Ho

Managing Partner and Founder

Carret Private Investments Limited

Mr. Kenny Ho is a Founder and Managing Partner of Carret Private Investments, Ltd., the Hong Kong-based affiliate of Carret Asset Management, an SEC registered investment advisor located in New […]

Lucie Hulme

Managing Partner

Trilake Partners

Lucie Hulme is chief executive officer and member of the Investment Committee. She was part of the founding team of TriLake Partners in 2011 and has years of experience gained […]

Urs Brutsch

Managing Partner & Founder

HP Wealth Management

After being instrumental in building three Private Banks (Credit Suisse, ABN AMRO and Clariden) in Asia from 1986 to 2009, Urs decided to build his own business as an Independent […]

Categories

The submission process for The Ninth Annual WealthBriefingAsia Awards 2021 is now unfortunately closed. For any questions, please contact rachel.fokes@clearviewpublishing.com

Awards Winners Supplement


About our Sponsors

Gold Sponsors


Category Sponsors


Venue

Charity


Here is a selection of some of our global charity partners that we supported through our previous awards programs.

Winners

PRIVATE BANKING CATEGORY (PAN-ASIA)

BEST OVERALL ASIA PRIVATE BANK

UBS Global Wealth Management

PRIVATE BANKING CATEGORIES (SOUTH-EAST ASIA)

UHNW TEAM

BNP Paribas Wealth Management

WEALTH PLANNING TEAM

Royal Bank of Canada

PURE PLAY PRIVATE BANK

Lombard Odier

BOUTIQUE PRIVATE BANK

VP Bank Ltd Singapore Branch

CLIENT SERVICE

BNP Paribas Wealth Management

DISCRETIONARY PORTFOLIO MANAGEMENT PROVIDER

UBP

INVESTMENT MANAGEMENT PLATFORM

HSBC Private Banking Asia-Pacific

CREDIT PROVIDER

BNP Paribas Wealth Management

PRIVATE BANKING EMPLOYER OR TALENT MANAGEMENT INITIATIVE

Lombard Odier

CUSTOMER FACING DIGITAL CAPABILITIES

BNP Paribas Wealth Management

NRI/NRP OFFERING

EFG International

INNOVATIVE CLIENT SOLUTION (DATA ANALYTICS)

United Overseas Bank Private Bank

MARKET TEAM-INDONESIA

BNP Paribas Wealth Management

MARKET TEAM-SINGAPORE

BNP Paribas Wealth Management

PRIVATE BANKING CATEGORIES (COUNTRY SPECIFIC)

PRIVATE BANK OR WEALTH MANAGER - SINGAPORE

BNP Paribas Wealth Management

WEALTH PLANNING SOLUTION - SINGAPORE

HSBC Private Banking Asia-Pacific

DOMESTIC BANK OR WEALTH MANAGER - INDIA

Waterfield Financial and Investment Advisors Private Limited

EXTERNAL ASSET MANAGEMENT (EAM) CUSTODIAN CATEGORIES (PAN-ASIA)

EXTERNAL ASSET MANAGEMENT PLATFORM & OFFERING

Bank Julius Baer & Co Ltd

INVESTMENT MANAGEMENT CATEGORIES (SOUT-EAST ASIA)

INDEPENDENT WEALTH MANAGER

Schroders Wealth Management

FUND MANAGER

Indosuez Wealth Management

ASSET MANAGEMENT FIRM SERVING FAMILY OFFICES AND PRIVATE BANKS

Milltrust International Group

ALTERNATIVE INVESTMENT MANAGER

Indosuez Wealth Management

FX SOLUTION PROVIDER

Indosuez Wealth Management

INVESTMENT CATEGORIES (GREATER CHINA REGION)

FUND MANAGER

Indosuez Wealth Management

ASSET MANAGEMENT FIRM SERVING FAMILY OFFICES AND PRIVATE BANKS

Milltrust International Group

ALTERNATIVE INVESTMENT MANAGER

Indosuez Wealth Management

FX SOLUTION PROVIDER

BNP Paribas Wealth Management

PRIVATE CLIENT CATEGORIES (SOUTH EAST ASIA)

LEGAL TEAM

Baker Mckenzie Wong & Leow

TAX TEAM

BDO

INDEPENDENT TRUST OR FIDUCIARY COMPANY

Trident Trust

INSTITUTIONAL TRUST OR FIDUCIARY COMPANY

Butterfield Trust (Asia) Limited

ESTATE PLANNING

Baker Mckenzie Wong & Leow

PRIVATE CLIENT CATEGORIES (GREATER CHINA REGION)

LEGAL TEAM

Zhong Lun Law Firm

TAX TEAM

Withers KhattarWhong LLP

INDEPENDENT TRUST OR FIDUCIARY COMPANY

Trident Trust

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (PAN-ASIA)

BEST FUND ADMINISTRATOR SERVICES & INNOVATIVE CLIENT SOLUTION APAC

Ascent Fund Services

DIGITAL CUSTOMER FACING INNOVATION

Waterfield Financial and Investment Advisors Private Limited

MARKETING/PR CATEGORY (PAN-ASIA)

BEST MARKETING OR PR CAMPAIGN

Waterfield Financial and Investment Advisors Private Limited

SPECIAL WEALTH MANAGEMENT CATEGORIES (SOUTH EAST ASIA)

CORPORATE SOCIAL RESPONSIBILITY

Royal Bank of Canada

INTERNATIONAL FINANCE CENTRE

Qatar Financial Centre

PHILANTHROPY OFFERING/INITATIVE OF THE YEAR

Withers KhattarWhong LLP

MOST PROMISING NEW ENTRANT

Northland Group

FAMILY GOVERNANCE SERVICES

Lombard Odier

NEXT-GEN PROGRAM

BNP Paribas Wealth Management

FAMILY WEALTH ADVISORY OFFERING

Lombard Odier

REGIONAL PARTNERSHIP

Lombard Odier

MANAGEMENT CONSULTANCY (NON-TECH)

Synpulse

ESG

Maitri Asset Management

EDITORS AWARD - DIGITAL ASSETS/CRYPTO CURRENCY INITAITVE BY A PRIVATE BANK

Bordier & Cie (Singapore)

LEADERSHIP CATEGORIES (PAN-ASIA)

WOMEN IN WEALTH MANAGEMENT (INDIVIDUAL)

Dawn Quek- Baker Mckenzie Wong & Leow

WOMEN IN WEALTH MANAGEMENT (COMPANY)

BDO

LEADING INDIVIDUAL-ADVISOR

Kevin Lee - Stephenson Harwood

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT-INDIVIDUAL

Jason Lai (Schroders Wealth Management)

THOUGHT LEADERSHIP (INDIVIDUAL/COMPANY)

Herbert Smith Freehills

WEALTH MANAGEMENT RISING STAR UNDER 30

Ong Shear Min - BDO

WEALTH MANAGEMENT RISING STAR UNDER 40

Connie Yik Kong - Withers KhattarWong LLP


Frequently Asked Questions

Q) Is there any upfront cost to enter?

A) No there is no upfront cost to enter, but out of respect to the judges your firm is expected to be represented at the gala ceremony should you be successful.

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.

Q) Will there be a Gala Dinner this year?

A) We are still hoping to have an event in Singapore in June.

Q) If there is no event in 2021 how we be able to fully promote our achievement should we be amongst the Winners?

A) We have developed a full marketing package for Winners to be able to promote their win to the wider industry and their clients. These packages include a full range of media including articles within WealthBriefingAsia, logos and banners on our sites and social media and professionally studio produced videos where Winners are able to accept the accolade.

 

 

If you require any further clarification on the awards process please contact rachel.fokes@clearviewpublishing.com