Overview
WealthBriefingAsia is excited to announce the launch of the second awards program highlighting the importance of External Asset Managers to the wealth management industry in Asia.
The nomination process for the WealthBriefingAsia External Asset Management Awards 2023 is now open culminating in a celebratory gala dinner at The Mandarin Oriental, Singapore on 12th October 2023. A preview of what to expect on the evening can be seen here
The categories for entry are focused around these main areas:
- Pan-Asia
- International
- Regional
- Team-Based
- Specialist
- Technology (both in-house and external)
- Individual and Leadership
As is the case for all our global awards programs, independence, integrity and genuine insight will be the watchwords of the judging process, which as always will be conducted by expert panels drawn from both custodian banks and trusted advisors/consultants to the sector.
Having reported on the wealth management industry for over 15 years and being responsible for several research report specifically covering this area, we are best placed to initiate a process that fairly rewards achievement, top class performance and innovation.
Winning a WealthBriefingAsia Award sets organisations and individuals apart from their peers and is a tangible demonstration that they have something special to offer.
We very much look forward to you joining the process and to welcoming you to celebrate your achievement at the awards presentation in October 2023.
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
Public announcement of winning entries – 12 October 2023
Awards presentation – 12 October 2023
Judges
WealthBriefing’s global awards program is built on the independence of our judges.
The judges for WealthBriefingAsia’s External Asset Management Awards 2023 are being invited from partners in the custodian banks, technology companies and other service providers. 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 Advisors
Sean Coughlan
Managing Director
Trident Trust
Trident Trust is a leading independent provider of corporate, fiduciary and fund administration services, employing over 900 staff globally who work with leading financial institutions, professional advisors, EAM’s, family offices […]
Trident Trust is a leading independent provider of corporate, fiduciary and fund administration services, employing over 900 staff globally who work with leading financial institutions, professional advisors, EAM’s, family offices and international businesses. Trident has been present in Asia for over 25 years and established its Singapore office in 2010.
Sean is the Managing Director of the Singapore operation and has overall responsibility for the day-to-day management of a growing team of over 80 staff. The Singapore team has been named WealthBriefing Asia’s “Best Independent Trust or Fiduciary Company in South East Asia” a total of seven times, so Sean is well-placed to evaluate this year’s entrants!
Sean has held senior positions at both independent and institutional trust companies during his 30-year career, which spans both Asia and Europe. He has advised many international high net worth clients on the use of trusts and other estate planning vehicles. Sean is a Fellow of the Association of Chartered Certified Accountants and a qualified Trust & Estate Practitioner.
Kaushiq Kodithodika
Regional Sales Director
SS&C Advent
Kaushiq Kodithodika joined Advent in 2006 and is now Regional Sales Director, responsible for sales and business development of Advent products and solutions in the Middle East, North Africa ( […]
Kaushiq Kodithodika joined Advent in 2006 and is now Regional Sales Director, responsible for sales and business development of Advent products and solutions in the Middle East, North Africa ( MENA ) and the Indian Subcontinent region. Kaushiq has over 15 years of direct sales experience in the MENA region and has been actively involved in providing strategic software solutions to the Banking and Finance Industry. Prior to Advent, Kaushiq worked with EastNets and was responsible for sales and key account management of SWIFT and AML solutions, before which he was business development manager for the MENA region at Logical Access S.A, a Geneva based Private Banking software house providing document management and archiving solutions to BFSI segments. Kaushiq holds a Master of Business Administration in Finance and Marketing from University of Madras, India.
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 […]
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 office as well as growth in Switzerland.
Alain brings over 30 years of combined experience in wealth planning and fiduciary services both in Switzerland and internationally. He has a calculated appetite for risk and embraces change, constantly looking at new markets and opportunities.
When he is not advising his clients across Switzerland and Asia, Alain enjoys running ultramarathons around the world, including the Gobi Desert, Kazakhstan and Antarctica.
Regina Ho
Coordinator for their Education & Research Committee
Family Office Association Hong Kong
Regina has worked in private wealth management for the last 19 years, holding various product roles in trading, structuring and treasury. She held the executive role overseeing the wind down […]
Regina has worked in private wealth management for the last 19 years, holding various product roles in trading, structuring and treasury. She held the executive role overseeing the wind down of Coutts & Co Asian business interests. She has extensive experience in sales, product management and trading platforms and is also well versed in dealing with banking regulations and platform development.
Regina currently serves the Family Office Association Hong Kong as a Coordinator for their Education & Research Committee, promoting the family office community and events.. Regina holds a Master’s Degree in Law from the Chinese University of Hong Kong.
Gary Tiernan
CEO
Various
Gary Tiernan has worked in the international finance industry for over three decades. He started his career in investment banking, holding management roles in London and Switzerland. In private banking, […]
Emmanuel Guillaume
Head of External Asset Managers, Asia-Pacific
Lombard Odier
Emmanuel Guillaume is Head of External Asset Managers, Asia-Pacific for Lombard Odier. Emmanuel is responsible for leading Lombard Odier’s intermediary business in Asia-Pacific (APAC), overseeing a team of professionals committed […]
Emmanuel Guillaume is Head of External Asset Managers, Asia-Pacific for Lombard Odier. Emmanuel is responsible for leading Lombard Odier’s intermediary business in Asia-Pacific (APAC), overseeing a team of
professionals committed to delivering best-in-class private banking services and innovative solutions for intermediaries in APAC.
Residing in Singapore since 2002, Emmanuel has extensive experience in advisory and sales roles covering external asset managers in Singapore and Hong Kong. Before joining Lombard Odier, he was Head of Structured
Solutions & Investments Asia at Vontobel. Prior to this, he was Head of Investments at Citibank and Head of Structured products Asia at UBP.
Emmanuel has significant expertise in bespoke investment solutions. He graduated from EM Lyon Business School, and also holds a Master’s degree from Université Paris Dauphine-PSL.
Anne Liebgott
Founder
AW●ASIA PACIFIC | MIDDLE EAST
Anne is founder and managing director of the online platform AW●ASIA PACIFIC | MIDDLE EAST at americanswelcome.asia. AWA introduces wealth managers registered with the Securities and Exchange Commission in the United […]
Anne is founder and managing director of the online platform AW●ASIA PACIFIC | MIDDLE EAST at americanswelcome.asia. AWA introduces wealth managers registered with the Securities and Exchange Commission in the United States as investment advisors and dedicated to providing wealth management services to US citizens, residents, and expats as well as Canadians and Latin Americans. The platform includes other wealth management-related services as well. In addition, Anne runs AW✚SWITZERLAND at americanswelcome.swiss. She also provides US-oriented, digital and traditional marketing, communication, and business development strategies through her agency, Americom.
Johnny Heng
Head of Singapore Branch
VP Bank
Johnny is a seasoned wealth manager in private banking with solid experience in transforming and growing new business. With over 25 years in the industry, Johnny’s experience aggregated from his […]
Johnny is a seasoned wealth manager in private banking with solid experience in transforming and growing new business. With over 25 years in the industry, Johnny's experience aggregated from his stint in the Government of Singapore Investment Corporation (GIC) where he was based in London, New York and Singapore. Johnny was previously Head of Investment Consulting at Credit Suisse AG and Coutts & Co. At Nomura Trust Company (SG) Pte Ltd, Johnny was the Chief Executive responsible for its business, strategy and clients of the trust business. He was also its Chief Client Officer for its Wealth Management Asia ex Japan and its Chief Investment Officer and Head of Relationship Management, Singapore & Hong Kong.
Categories
The submission process for the WealthBriefingAsia External Asset Management Awards 2023 is now unfortunately closed. For any questions, please contact rachel.fokes@clearviewpublishing.com
Awards Winners Supplement
About our Sponsors
Technology Partner Sponsorship
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.
Custodian
Supporting Association Partners
Category
Trust Sponsor
Sponsors Videos
Sponsor
Lombard Odier
Venue
Mandarin Oriental, Singapore
Address: 5 Raffles Avenue Marina Square, Singapore 039797
Winners
Overall Pan-Asia Categories (Company)
Assets Between US$ 1 Billion and US$ 5 Billion AuM
SingAlliance Pte Ltd
Overall Pan-Asia External Asset Manager (Company)
Azimut Investment Management
International Categories (Company)
Servicing Mainland China Based Clients
Fargo Wealth Group
Servicing Japanese Clients
TriLake Partners
Servicing European Clients
TriLake Partners
Servicing Taiwanese Clients
Efinity Capital
Servicing Clients From Singapore
Crossinvest (Asia) Pte Ltd
Servicing Clients From Australia
Crossinvest (Asia) Pte Ltd
Regional Categories (Company)
Based in Hong Kong
SystematicEdge Limited
Based in Singapore
Eightstone Pte Ltd
Specialist Pan-Asia Categories (Team)
Legal/Trust
Farro Capital
Portfolio Management
Sunline Wealth Management
Wealth Planning
Sunline Wealth Management
Philanthropy Offering
Farro Capital
Succession/Legacy Planning Advisory Service or Proposition
Farro Capital
Family Office Proposition
Wealth Management Alliance Pte Ltd
Thematic Investment Proposition or Strategy
Sunline Wealth Management
Digital Assets Advice or Proposition
SingAlliance Pte Ltd
Investment Advice Sanctum Wealth Private Limited
Pan-Asia External Technology Solution Provider Categories (Company)
Client Accounting (External)
HATCHER PLUS PTE. LTD.
Compliance Solution (External)
HATCHER PLUS PTE. LTD.
Overall Pan-Asia Technology Solution Provider (External)
EasyView
Pan-Asia In-House Technology Categories (Company)
Client Reporting (In-house)
Efinity Capital
Client Communications (In-house)
Alpha Capital
Innovative Use of Technology (In-house)
Fargo Wealth Group
Overall Digital Engagement (In-house)
Fargo Wealth Group
Other Pan-Asia Categories (Company)
Diversity Programme
TriLake Partners
Overall Pan-Asia Client Service
Alpha Capital
Growth Strategy
Futu Trustee Limited
Newcomer
WRISE Group
Pan-Asia Leadership-Based Categories (Individual)
Chief Executive Officer (CEO)
Azimut Investment Management – Andrea Ciaccio
Female Executive
Taurus Wealth Advisors Pte Ltd – Hema Mathur
Rising Star Under 40
St James’s Place Wealth Management – Jasmine Jalif
Previous Winners
Pan-Asia Categories (Company)
Overall External Asset Manager (EAM)
Carret Private Capital Limited
Assets Under US$ 500 Million AuM
Marcuard Heritage (Singapore) Pte Ltd.
Assets Between US$ 1 Billion And US$ 5 Billion AuM
Azimut Investment Management Singapore
Growth Strategy
Fargo Wealth Group
Newcomer
Blackhorn Wealth Management Limited
International Categories (Company)
Servicing Mainland China Based Clients
Fargo Wealth Group
Servicing Japanese Clients
TriLake Partners
Servicing European Clients
TriLake Partners
Servicing GCC Clients
Efinity Capital
Servicing Clients From Vietnam
C99 Asset and Capital Management JSC
Servicing Clients From Singapore
Azimut Investment Management Singapore
Regional Categories (Company)
Based in Hong Kong
Blackhorn Wealth Management Limited
Based in Singapore
Eightstone Oclaner Pte. Ltd.
Team-Based Categories
Investment Process
Schroders Wealth Management
Portfolio Management
Marcuard Heritage (Singapore) Pte Ltd.
ESG/Sustainability Investment Strategy
Schroders Wealth Management
Client Service
Crossinvest (Asia)
Wealth Planning
Sunline Wealth Management
Diversity Programme
Fargo Wealth Group
Technology Categories (In-House)
Innovative Use of Technology
Crossinvest (Asia)
Client Reporting
Efinity Capital
Client Communications
Waterfield Advisors
Overall Digital Engagement
Crossinvest (Asia)
Technology & External Supplier Categories
Portfolio Management Solution
Sunline Wealth Management
Specialist Wealth Management Categories
Fund Selection/Asset Allocation Programme
Schroders Wealth Management
Next-Gen Programme
Golden Equator Wealth
Family Office Proposition
Taurus Wealth Advisors Pte Ltd.
Digital Assets Offering or Service
SingAlliance Pte Ltd
Thematic Investment Proposition or Strategy
Sunline Wealth Management
Leadership-Based Categories
Rising Star Under 40
Lynceus Partners – Patrick Chotard
Chief Executive Officer (CEO)
REYL Intesa Sanpaolo – Antoine Denaiffe
Outstanding Contribution to Singapore Wealth Management
TriLake Partners – Lucie Hulme
Lifetime Achievement
SingAlliance Pte Ltd – Thierry Beck
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
Technology Partner Sponsorship
Custodian
Supporting Association Partners
Category
Trust Sponsor