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.
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
- 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.
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).
- Fill in the online form link 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 download the nomination form. Please follow the submission guidelines in the confirmation email and complete your submissions by 29th March 2021 which is the deadline date (See Key dates tab):
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:
- 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
JudgesOur 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 advised in due course.
Trusted Advisor Panel
Dr. Mario A. Bassi
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.
He wrote and published his Ph.D. thesis about the supervision of External Asset Managers [EAM] in Switzerland (“Der bankunabhängige Vermögensverwalter: Analyse des Handlungsbedarfs einer möglichen Aufsicht unter Berücksichtigung des amerikanischen und englischen Rechts”), build up/out of various EAM desks in Switzerland and Singapore and serviced this segment.
Head of Market development, Wealth, Asia Pacific
Steven Carroll is the head of market development, wealth, Asia Pacific, for Refinitiv, formerly the financial and risk business of Thomson Reuters. Based in Singapore, Steven is responsible for Refinitiv’s engagement with the Wealth Management and Private Banking communities, encompassing both digital and advisory solutions.
Previously, Steven was head of ASEAN for Refinitiv. Other previous roles include head of market development, investment & advisory, Asia Pacific and head of account management, StarMine, North America.
Steven has more than 20 years’ experience in financial markets, FinTech and information services.
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 in Managing Director roles at some of the world’s leading Banks and Wealth Managers.
For the past twenty years he has held Chief Investment Officer roles manging money for institutions such as sovereign wealth funds through to Ultra- High Net Worth clients. For the core of Gary’s career (1993-2004) he worked at JPMorgan. Subsequently he held CIO roles at Barclays, Merrill Lynch in Europe, and Emirates NBD and NBAD in the Middle East
Gary is well-known in the industry for his outspoken but often-timely call on financial markets. He has a track record of calling the markets crashes of 1987 and 2007 and the tech wreck of 2000. But he also saw the upside in markets advising clients at Merrill Lynch to buy equities on March 17th, 2009 within two days of the market low. More recently he was advising extreme caution on markets in early February 2020.
His views are widely featured on TV and quoted in the financial media. He regularly speaks at investment conferences throughout, the Middle East and Asia. In 2015, he was awarded GCC Private Banker of the year by Wealth Briefing
He has a degree in Economics from Salford University. He is an ASIP in the CFA Institute.
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 Managers, Family Offices, Fund Managers and Banks.
He brings the judges panel an extensive banking operations expertise acquired during the last 9 years by heading business development of Bank Lombard Odier global custody & reporting services and 10 years of IT experience as Private Banking Client Executive at IBM Geneva before.
Both Swiss and Belgian, used to work in multi-cultural and multilingual environments, his motivation has been during his whole career to understanding customer's pains, translating those to experts who are able to solve them and setting the right level of expectations on both sides.
CEO and Co-Founder
Alain Esseiva is the co-founder and CEO of Alpadis Group. In his capacity of managing director he oversees, with the support of the experienced team, the operations of the Singapore office.
Alain brings over 30 years of combined experience in wealth planning, management and financing services. Prior to founding Alpadis Group, he worked for Ernst and Young, providing core audit and accounting services, and before that with several leading independent trust companies in Geneva.
Alain is a resident in Singapore and a Swiss national. He is an avid ultra-marathon runner, recently completing the Gobi March 2018 run, 250km across the Gobi Desert in six days.
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 with the establishment of private trust company structures and related fiduciary and governance issues. Katie has advised a number of families in relation to the creation and ongoing running of single-family offices.
In addition to this Katie advises UK expatriates, and Asian families with UK connections on their personal tax issues, and trustees on a range of matters including the consequences of holding UK assets or having UK resident beneficiaries.
A founding partner in Huddleston Jones, Danny leads the group’s retained search practice focused on the traditional private wealth management markets of Asia Pacific and the Middle East. Danny has an excellent understanding across a broad spectrum of disciplines within wealth management, delivering cross-border recruitment solutions whilst providing thematic industry research and market intelligence.
Prior to executive search, Danny’s experience within his area of specialty included work for an international wealth manager in Dubai, Tokyo and Johannesburg. Relocating to Asia in 2008, Danny has since led ‘front office’ search businesses in Hong Kong and Singapore, where he is recognized as one of the leading private banking and wealth management sector executive search specialists.
Professor Francis Koh
Vice-Provost (Special Projects)
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 of Manulife US Real Estate Management Pte Ltd and China Taiping Insurance (Singapore) Pte Ltd.
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.
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.
Executive Director - Leader, Asset & Wealth Management (Tax)
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 leads BDO’s Asset Management and Private Wealth Tax practice in Singapore.
Kylie has worked on a broad range of tax advisory assignments involving cross-border tax planning, private wealth structuring, due diligence, post-deal restructuring, supply-chain modelling, incentive negotiation, alternative investments, debt offerings, permanent establishment issues, etc.
Kylie has also served a wide range of clients from different industries with particular expertise in fund and trust structuring, serving family offices and financial institutions with tax advice on their investments as well as assisting high net worth families with their tax, trust and estate planning issues on a multijurisdictional basis.
Kylie holds an Honours degree in Accounting and Finance from Monash University in Australia and is an accredited tax advisor in Singapore. Kylie is also regularly involved in various international tax seminars held in the region, and has also frequently published articles on taxation in the press.
Kylie was voted as the leading advisor in WealthBriefingAsia Awards 2019.
Regional Managing Director - APAC
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 Sanne, Valérie worked for more than fifteen years as a corporate law and funds lawyer at leading law firms in Paris, Luxembourg and Dubai. She has gained considerable experience working with asset managers and family offices with respect to structuring their cross-border investments globally.
Baker & McKenzie
Michael is a special advisor with Baker McKenzie in Hong Kong where he was previously the head of Baker & McKenzie’s Hong Kong/China and Asia tax groups. Michael focuses on estate and succession planning for HNW individuals in Asia generally and Hong Kong specifically. He is currently the chair of the STEP branch in Hong Kong and also chairs the branch’s China Developments sub-committee.
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 and other vehicles to help clients hold and transfer wealth. She also advises the financial institutions that provide services to high net worth individuals on a wide range of issues including advice on structuring their business operations and product offerings for tax efficiency and the legal issues surrounding their business. Dawn has worked in both the Singapore and Hong Kong tax practices of Baker & McKenzie as well as a private bank in Hong Kong.
She is a member of the Singapore Trustees Association Executive Committee and Technical Committee and is quoted extensively in local and international media on issues affecting the wealth management industry and the international tax planning landscape. Dawn sits on Baker McKenzie's Global Steering Committee for Wealth Management. Dawn is recognised as a key individual in the area of Private Client / Wealth Management by WealthBriefing Asia, Chambers HNW Guide, Chambers Asia Pacific, Legal 500 and in Singapore Tax by Chambers Asia.
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 was the Asia head of wealth management for Mercer (2013-2017) and a director in EY Advisory (2008-2013). Over the course of his career, he has also worked in Citi Private Bank, IBM, PwC Consulting and Odyssey.
Chief High Net Worth Officer
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 families in Asia. He has a Bachelor of Commerce Degree, with an Honors in Management, and a thesis in Innovation – from Melbourne University. Previously he was Head of HNW for Asia for AXA, and Head of International Business for Aviva.
ClearView Financial Media
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.
Private Bankers Panel
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 financial career 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 were spent in Asia. In early 2006, he relocated to Singapore to take up the position of Regional Head of Treasury & Special Products for Private Banking in Asia with ABN AMRO.
With his strong understanding of the needs of Asian clients, Arjan moved to Hong Kong in April 2010 and was appointed Head of Private Banking for North Asia. Following this, he was appointed Head of North Asia at ANZ Private Bank before being appointed Head of Integration for ANZ Retail & Private Wealth Asia in April 2016. Arjan was appoint Head of Markets, Investments & Structuring, Asia at Indosuez Wealth Management in February 2017.
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.
Philippe is CEO and founding partner of London & Capital Asia, an award winning multi-family office that services high net worth clients as a one stop solution. Beyond a standard wealth management offering and corporate advisory solutions for the family business, LCA offers family governance guidance and also provides a forum to source answers to numerous non-financial issues (succession & generational transfer, legal structuring, immigration, family charters etc.).
Philippe has accumulated more than 30 years of senior management experience with international banks in private, corporate and investment banking.
Before founding LCA in 2010, 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 whom he worked for over 13 years.
Based in Hong Kong since 1995 he has also worked in Europe, North America and India; Philippe is a regular speaker at wealth management and asset management conferences in Asia as well as being a judge for various awards within the industry.
Philippe won the Asian WealthBriefing 2017 Award for “Outstanding contribution to wealth management thought leadership”.
Director, Head of Private Wealth, Asia
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 up and managed private trusts for ultra-high net-worth families in Hong Kong and Taiwan; and their philanthropic vision. Jacqueline has recently joined Ogier in Hong Kong as Director, Head of Private Wealth, Asia. Jacqueline is a Member of Law Society of Ontario, Law Society of Hong Kong and Law Society of England and Wales and Member of The Society of Trust and Estate Practitioners (STEP).
She is a former Chairman of STEP's Hong Kong branch and continues to have material involvement as Council Member.
Managing Director, Private Banking, North Asia and Wealth Solution, Asia
BMO (Bank of Montreal) Private Bank
Simon is a veteran trust specialist with more than 25 years of experience in wealth planning, trustee administration and private banking. He is the managing director for BMO Asia Private Bank, North Asia and is responsible for the trust and wealth planning services in Asia since 2015. He was previously the managing director and head of RBC Wealth Management’s Trust Company - Asia for almost 20 years, as well as the head of their private banking business in Hong Kong for about 16 years. Prior to that, he worked at HSBC Trustee International in Hong Kong, and Deloitte & Touche in Hong Kong and Vancouver.
Simon is highly regarded in the industry and has won many industry awards during his professional career. He 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 was also the deputy chairman between 1999 and 2000.
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 SAR, UK, and US.
Madame Wang Dian is seen as one of the leading figures shaping Greater China’s wealth management industry. Her philanthropic passions and cultural pursuits also set the benchmark for China’s entrepreneurial classes.
United Overseas Bank (UOB)
David Wilson is part of UOB Group Strategy and Transformation (GSAT) where he supports the bank’s leadership team on setting the strategic roadmap and supports the delivery of the bank-wide transformation program. Prior to joining UOB, David built and led Capgemini’s Asia wealth management business, working with the senior leadership teams of the region’s wealth management firms on business growth, operational efficiency, and regulatory compliance. In addition to client engagements, he served as engagement manager for leading reports such as the World Wealth Report and Asia-Pacific Wealth Report. Previously, David was a strategy consultant for Capgemini consulting’s strategy and transformation practice. Prior to joining Capgemini in 2007, David worked for UBS Wealth Management and Merrill Lynch global private client group, and played professional basketball in Toulouse, France.
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 collaboration 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 next generation strategy. He has been actively engaged in the promotion of the arts and inclusive activities for disabled artists through his involvement in local NGOs
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 Asset Manager / Family Office with a total focus on the client. Urs is a co-founder of the Association of Independent Asset Managers, Singapore (AIAM).
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 York. Carret Private is a renowned boutique independent asset management firm providing wealth management, principal investing and corporate advisory services to select high net worth
families and individuals throughout Asia. Mr. Ho has worked in the banking industry for over 25 years, the last 15 of which in private wealth management. He is recognized as one of the forefathers of wealth management’s open-architecture model and an entrepreneur who has helped to set up two of Asia’s largest wealth management platforms - Credit Suisse and Bank
Julius Baer. In 2020, he was selected by an independent panel of industry veterans as the winner of the “Outstanding Individual” in wealth management at the Fifth annual Wealthbriefing Asia
Greater China Awards. Prior to Carret Private, Mr. Ho was most recently with Julius Baer where he was one of the core regional executive management members to set up and establish the Asian franchise in 2006. He held various leadership positions at Julius Baer, including Deputy Global Head of Investment Solutions Group, Head of Investment Solution Group for Asia Pacific, member of the Asia Executive Board, and a member of the Bank’s Investment Committee. As Head of Investment Solutions Group Asia Pacific, he managed all of the advisory, discretionary, asset management along with its wealth planning franchises. Prior to Julius Baer, Mr. Ho was on the regional executive committee and the Head of Products for Credit Suisse Hong Kong. He began his career as an Investment Banker at Salomon Brothers where he worked for almost a decade. Previous to that, he worked as a management consultant at McKinsey & Co. Inc. Mr. Ho earned his Master’s of Business Administration degree from the University of Chicago Booth School of Business and is an active participant in the Asian business community. He sits on the Board for numerous companies, including being an active member of the Governor’s Advisory Board for the University of Chicago Booth School of Business and a member of the Church Council of Christ Church Hong Kong. Mr. Ho has a Bachelors Degree from James Madison University.
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 Pte Ltd, a specialty firm that provides independent wealth advisory, fund management and multi-family office services. She co-founded the Association of Independent Asset Managers (AIAM) in Singapore to support Singapore’s drive to be a leading global wealth management center. She was involved in setting up and is currently an active member of the Advisory Committee for Financial Industry Competency Standards of The Institute of Banking & Finance Singapore, which sets benchmarks for professional achievement in the wealth management industry.
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 in the independent asset management and private banking industry.
Lucie is also honorary secretary of the Association of Independent Asset Managers in Singapore (AIAM).
Prior to joining TriLake Partners, Lucie was a relationship manager at Société Générale Private Banking (Suisse) S.A. She also worked for the Middle Eastern desk at Crédit Agricole (Suisse) S.A. and for an independent asset management firm based in Geneva - The Forum Finance Group (Suisse) S.A
The submission process for The Ninth Annual WealthBriefingAsia Awards 2021 is now unfortunately closed.
For any questions, please contact firstname.lastname@example.org
The Westin, Marina View, Asia Square Tower
Address: 12 Marina View, Asia Square Tower 2, Singapore, 018961, Singapore
We are an education charity supporting pupils from disadvantaged backgrounds to achieve a meaningful level of academic attainment, helping them to progress to further education, employment or training.
Cure Alzheimer’s Fund was established in 2004 to fund targeted research with the highest probability of slowing, stopping or reversing Alzheimer’s disease through venture based philanthropy. All organizational expenses are paid for by the Founders and Board, allowing all other contributions to be applied directly to Alzheimer’s Disease research. Our foundational research is focused on identifying all the genes and gene mutations that are linked to Alzheimer’s Disease.
Our values are deeply ingrained in the School. When they opened the school’s doors in 1968, our founding trustees envisioned a new and progressive institution, embedded within the real-world environment of a working hospital. They called for the levels of passion, inquiry, dedication, knowledge, leadership, and innovation for which the School is renowned.
Today, we train nearly 2,000 students and postdoctoral fellows each year, with several thousand faculty members in numerous clinical and basic science departments, multidisciplinary institutes and centers. Our NIH funding is among the highest nationwide. We have built inspirational leadership, a comprehensive infrastructure, strategic affiliates, and a solid support system, as we train health care leaders for the 21st century amid the vibrant and diverse city of New York.
Nerve Tumours UK provides support and information, as well as campaigns and raises awareness on behalf of over 26,500 people in the UK who have Neurofibromatosis (NF1 and NF2) and Schwannomatosis. We’re here to improve lives for people with nerve tumours, by making sure those affected have access to the help they require.
Here is a selection of some of our global charity partners that we supported through our previous awards programs.
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 email@example.com