Overview
WealthBriefingAsia is excited to announce the launch of its 2024 Greater China Awards programme.
Now in its ninth year, and building on the long-established success of its independent judging process, nominations for The Ninth Annual WealthBriefingAsia Greater China Awards 2024 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 2024 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 rachel.fokes@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 – 15th March 2024 (midnight HKT) this has now been extended to the 22nd March
- Winners and Finalist Notification – From April 2024
- Public Announcement and Gala Ceremony – 30th May 2024
Categories
The submission process for the Ninth Annual WealthBriefingAsia Greater China Awards 2024 is now unfortunately closed. For any questions, please contact rachel.fokes@clearviewpublishing.com
Awards Winners Supplement
About our Sponsors
Category Sponsors
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Venue
The Fullerton Hotel Singapore
Address: 1 Fullerton Square Singapore 049178
Winners
PRIVATE BANKING CATEGORIES (GREATER CHINA)
Overall Regional Private Bank
Union Bancaire Privée (UBP)
Credit Provider
HSBC Global Private Banking
Pure Play Boutique Private Bank
Lombard Odier
Wealth Planning Team
HSBC Global Private Banking
Alternatives Provider
Indosuez Wealth Management
Philanthropy Services
HSBC Global Private Banking
SRI Offering
Indosuez Wealth Management
Discretionary Portfolio Management Offering
HSBC Global Private Banking
Private Equity Provider
Indosuez Wealth Management
Impact Investing
HSBC Global Private Banking
Private Bank for Family Governance Services
Lombard Odier
Family Wealth Advisory Offering
Panhe Family Office
Governance Service for Families
Withersworldwide
Private Banking ESG Offering
Lombard Odier
UHNW Team
Indosuez Wealth Management
SPECIALIST CATEGORIES (GREATER CHINA)
Best Wealth Manager of Greater China
Hywin International (Hong Kong)
Excellence in Servicing North American Clients
Withersworldwide
Diversity in Wealth Management
Indosuez Wealth Management
Wealth Management M&A Deal
Carret Private Capital Limited
Independent Wealth Manager
Fargo Wealth Group
ESG
Lombard Odier
Alternative Investment Manager
The Watchfund Pte Ltd
PRIVATE BANKING INDIVIDUAL COUNTRY CATEGORIES
Hong Kong Domestic Private Bank
HSBC Global Private Banking
Hong Kong International Private Bank
Union Bancaire Privée (UBP)
INDIVIDUAL AWARDS
Wealth Management Rising Star Under 30
Withersworldwide – Ethan Yu
Wealth Management Rising Star Under 40
Stephenson Harwood – Ross Davidson
Chairperson
Panhe Family Office – Andrew Yen
PAN-ASIA CATEGORY
Best Overall Asia Private Bank
Union Bancaire Privée (UBP)
PRIVATE BANKING CATEGORIES (SOUTH-EAST ASIA)
Overall South-East Asia Private Bank
Maybank Private Singapore
UHNW Team
Farro Capital
HNW Team
Barclays Private Clients
Billionaire Team
Northern Trust Global Family & Private Investment Offices
Wealth Planning Team
EFG Bank AG
Pure Play Private Bank
Lombard Odier
Boutique Private Bank
Bordier & Cie (Singapore)
Client Service
Alpha Capital
Investment Management Platform
Standard Chartered Bank
Credit Provider
HSBC Global Private Banking
Discretionary Portfolio Management Provider (Pan-Asia)
Farro Capital
Customer Facing Digital Capabilities
HSBC Global Private Banking
Private Banking Employer or Talent Management Initiative
Barclays Private Clients
NRI/NRP Offering
Barclays Private Clients
PRIVATE BANKING CATEGORIES (COUNTRY SPECIFIC)
Private Bank or Wealth Manager (Singapore)
Union Bancaire Privée (UBP)
Wealth Solutions (Singapore)
EFG Wealth Solutions
Best Domestic Bank or Wealth Manager (India)
Waterfield Advisors
Emerging Wealth Manager (India)
Spark PWM Private Limited
Multi-Family Office, Private Bank or External Asset Manager (South Korea)
TCK Investments
EAM CUSTODIAN CATEGORIES (PAN ASIA)
External Asset Manager (India)
Barclays Private Clients
INVESTMENT MANAGEMENT CATEGORIES (SOUTH-EAST ASIA)
Independent Wealth Manager (South-East Asia)
Legacy Wealth Advisors
Fund Manager (South-East Asia)
Eightstone
Alternative Investment Manager (South-East Asia)
DuBois
ETF Provider (South Asia)
ICICI Prudential AMC
FX Solution Provider (South-East Asia)
Indosuez Wealth Management
INVESTMENT MANAGEMENT CATEGORIES (GREATER CHINA REGION)
Alternative Investment Manager (Greater China)
The WatchFund Pte Ltd
FX Solution Provider (Greater China)
SystematicEdge Limited
PRIVATE CLIENT CATEGORIES (SOUTH EAST ASIA)
Accountancy Team (South-East Asia)
BDO
Tax Team (South-East Asia)
Withersworldwide
Independent Trust or Fiduciary Company (South-East Asia)
Trident Trust
Institutional Trust or FIduciary Company (South-East Asia)
Butterfield Trust Group
Estate Planning (South-East Asia)
Dentons Rodyk & Davidson LLP
PRIVATE CLIENT CATEGORIES (GREATER CHINA REGION)
Legal Team (Greater China)
Zhong Lun Law Firm LLP
Accountancy Team (Greater China)
BDO
Tax Team (Greater China)
BDO
Independent Trust or Fiduciary Company (Greater China)
CSC
Institutional Trust or FIduciary Company (Greater China)
HSBC Trust & Fiduciary Services
Estate Planning (Greater China)
Forsters
MARKETING/PR CATEGORY (PAN-ASIA)
Best Marketing or PR Campaign
Ocorian
SPECIALIST WEALTH MANAGEMENT CATEGORIES (SOUTH-EAST ASIA)
Insurance Platform for the Wealth Management Sector
Standard Chartered Bank
Corporate Social Responsibility
Bank of Singapore
Global Custodian to Private Client Businesses
Northern Trust Global Family & Private Investment Offices
Real Estate Advice
Dentons Rodyk & Davidson LLP
Philanthropy Offering/ Initiative of the Year
UBS AG
Excellence in Servicing North American Clients
Withersworldwide
Family Governance Services
Lombard Odier
Next-Gen Programme
360 ONE Wealth
Family Wealth Advisory Offering
The Family Office Doctor
Global Citizenship/ Immigration Platform Offering
Taurus Wealth Advisors Pte Ltd
Regional Partnership
Lombard Odier
Overall ESG Offering
TRIREC
Overall Sustainability Offering
Bank of Singapore
Overall Impact Investing Offering (Pan-Asia)
HSBC Global Private Banking
Overall Diversity & Inclusion Offering
TriLake Partners
Best for Investment Research
Sanctum Wealth
WEALTHTECH CATEGORIES (PAN- ASIA)
Overall Asia WealthTech Provider
Wealth Dynamix
Onboarding Product
ViewTrade
Client Lifecycle Management
InvestCloud
CRM Provider
WIZE by TeamWork
Transaction Processing
Azqore SA
Portfolio Management
Talos
Innovative Client Solution
InvestCloud
Suitability
NICE Actimize
Front Office
ERI
Digital Customer Facing Innovation
WIZE by TeamWork
Data Provider
FactSet
Risk Monitoring and Management
FactSet
Client Reporting
Alpha Capital
Core Banking Software
Avaloq
Family Office Solution
WRISE Group
EAM Platform
WIZE by TeamWork
Client Communication Solution or Tool
InvestCloud
Digital Offering
WIZE by TeamWork
Client Accounting
FundCount
Thought Leadership (Technology)
WIZE by TeamWork
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (PAN-ASIA) (IN-HOUSE SOLUTIONS ONLY)
Innovative Client Solution
Futu Trustee Limited
Digital Customer Facing Innovation
Standard Chartered Bank
LEADERSHIP CATEGORIES (PAN-ASIA)
Women in Wealth Management
Capital League LLP
Leading CEO – Private Bank
360 ONE Wealth – Yatin Shah
Leading Individual (Banker)
Farro Capital – Manoj Samtani
Leading Individual (Advisor)
Zhong Lun Law Firm LLP – Clifford Ng
Outstanding Contribution to Wealth Management (Individual)
Taurus Wealth Advisors Pte Ltd – Mandeep Nalwa
Thought Leadership (Company)
Stephenson Harwood
Wealth Management Rising Star Under 30
Dentons Rodyk & Davidson LLP – Sam Cho Joo
Wealth Management Rising Star Under 40
Withersworldwide – Hon Yong Sheng
Chairperson
EFG Bank AG – Albert Chiu
Lifetime Achievement
Dentons Rodyk & Davidson LLP – Edmund Leow
Previous Winners
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
Photographs
Frequently Asked Questions
Q) Does the entering firm or individual need to be a subscriber to WealthBriefingAsia?
A) No, this program is open to all firms and individuals active in wealth management or the family office sectors.
Q) Can my firm enter more than one category?
A) Yes, we encourage firms to enter as many awards that are applicable to their business.
Q) Do I need to use the submission form provided?
A) Yes, submissions shall only be accepted when using this document.
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 marketing package should you be successful. The judging process is completely independent of the commercial arrangements between the participants and the organisers. However it is expected that when the results are made public, winners will engage with the organisers to promote their win and also attend the awards ceremony to accept their trophy.
Q) Is the process open to firms that are not currently active within the Asia region?
A) The judges will only consider submissions from firms that are demonstrably 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 ensuring they 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 only share submissions with the panel responsible for judging those particular categories. Furthermore, our experienced team ensures that there is no conflict of interest before they share an entrant’s submission with anyone. All our judges have signed a Non-Disclosure Agreement.
Q) My submission is likely to be longer than the 1,000-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. Judges reserve the right to refuse to review submissions that do not comply. We also encourage against attachments to the submissions.
Q) Do I need to submit a separate submission for each category?
A) You will need to do a new form for each submission and you should also ensure that this specifically relates to the category for which you are entering. If you are using the same answers for multiple submissions this could result in your entry being marked down by the judging panel.
Q) Where is the winner’s announcement shared?
A) The winners are announced publicly the day after the official awards celebration and this is via our editorial and social media platforms.
Q) Can I speak to anyone on the team about my entry?
A) Yes, our experienced team is always available to assist you with preparation of your submission/s and any aspects of the process from start to finish. For any questions please contact either rachel.fokes@clearviewpublishing.com or siiri.piiroinen@clearviewpublishing.com
Category Sponsors