Overview
Now in its Seventh year, the Annual WealthBriefingAsia Greater China Awards 2022 nomination process is now formally open.
Part of the global awards programme at WealthBriefingAsia, this recognises excellence within the world of private banking, be it domestic or international, within the Greater China Region. Having reported on the wealth management industry for over 16 years and being responsible for many research reports specifically covering Asia wealth management market, WealthBriefingAsia is well placed to oversee a process that fairly rewards achievement, top class performance and innovation.
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.
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.
WealthBriefing will utilise its wide range of available media channels to promote the win to clients and the wider industry.
CATEGORIES
A complete list of all the available categories can be found here, where you will be able to complete the form detailing your submission. Once the form is submitted, you will automatically receive a confirmation email with a link to the awards questionnaire.
SPONSORSHIP
Sponsors benefit from a range of profile raising marketing touch points around the promotion of the Awards to our community of wealth managers within the region. More information can be found here.
CONTACT
For more details about the awards process please contact rachel.fokes@clearviewpublishing.com
Key Dates
Key dates for your diary
- Nominations Open – 12th October 2021
- Submission Deadline – 11th February 2022 (midnight HKT)
- Winners and Finalist Notification – 23rd February 2022
- Public Announcement of the Winners - 7th April 2022
Categories
The submission process for The Seventh Annual WealthBriefingAsia Greater China Awards for Excellence 2022 is now unfortunately closed. For any questions, please contact rachel.fokes@clearviewpublishing.com to enter The Seventh Annual WealthBriefingAsia Greater China Awards for Excellence 2022. 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. For any questions, please contact rachel.fokes@clearviewpublishing.comWinner videos
Awards Winners Supplement
About our Sponsors
Headline Sponsor
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.
Category Sponsors
ProFundCom helps financial institutions raise and preserve AuM using digital marketing analytics. ProFundCom has been built using expertise and best practice from within the financial services industry. Our marketing analytics focus solely on the asset/investment management space and offer an integrated solution across all digital properties. We understand email/web traffic patterns of investment management clients and how you can leverage these behaviours.
smartKYC’s AI software is used by banks to automate customer due diligence whether for remediation, onboarding, refresh or continuous monitoring; our technology drives faster, better, and more cost- effective KYC at every stage of the relationship – liberating human effort to focus on decision-making rather than laborious screening and research. smartKYC integrates all relevant KYC sources - external watchlists, media archives, open web search, private company data, internal blacklists and, like a human, it reads everything and extracts useful intelligence in the form of facts. smartKYC presents facts about risks like adverse media, but also provides insights into information like source of wealth, network risk and even ESG misdemeanours. Sophisticated hit scoring maximises relevance and minimises false positives. All of this is done at speed and at scale and, as such, straight through processing opportunities become obvious. In refresh or continuous monitoring mode, smartKYC watches only for net new risks as they emerge and never repeats what is already known.
Winners
PRIVATE BANKING CATEGORIES (GREATER CHINA)
Overall Regional Private Bank
Union Bancaire Privée
Pure Play Boutique Private Bank
Lombard Odier
Wealth Planning Team
HSBC Global Private Banking
Alternatives Provider
HSBC Global Private Banking
Philanthropy Services
BNP Paribas Wealth Management
SRI Offering
BNP Paribas Wealth Management
Discretionary Portfolio Management Offering
HSBC Global Private Banking
Private Equity Provider
Indosuez Wealth Management
Impact Investing
BNP Paribas Wealth Management
Fixed Income Offering
Indosuez Wealth Management
Private Bank for Family Governance Services
Lombard Odier
Family Wealth Advisory Offering
Withersworldwide
Governance Service for Families
Stephenson Harwood
Private Banking ESG Offering
Lombard Odier
SPECIALIST CATEGORIES (GREATER CHINA)
Best Wealth Manager of Greater China
Hywin Holdings
Excellence in Servicing North American Clients
Stephenson Harwood
Real Estate Advisory Services
Withersworldwide
Collectibles Advice Provider
WatchFund
Independent Wealth Manager
Fargo Wealth Group
ESG
Indosuez Wealth Management
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
Chloe Leung - Zhong Lun Law Firm
Best CEO in Greater China Wealth Management
Madame Wang Dian - Hywin Holdings
Previous Winners
PRIVATE BANKING CATEGORIES
OVERALL REGIONAL PRIVATE BANK
HSBC Private Banking
CREDIT PROVIDER
BNP Paribas Wealth Management
PURE PLAY BOUTIQUE PRIVATE BANK
Union Bancaire Privée
WEALTH PLANNING TEAM
Royal Bank of Canada
ALTERNATIVES PROVIDER
HSBC Private Banking
NRI OFFERING BY A PRIVATE BANK
BNP Paribas Wealth Management
PHILANTHROPY SERVICES
HSBC Private Banking
SRI OFFERING
Indosuez Wealth Management
DISCRETIONARY PORTFOLIO MANAGEMENT OFFERING
EFG Asset Management
PRIVATE EQUITY PROVIDER
Indosuez Wealth Management
IMPACT INVESTING
BNP Paribas Wealth Management
REGIONAL GROWTH STRATEGY AND IMPLEMENTATION
HSBC Private Banking
FIXED INCOME OFFERING
Indosuez Wealth Management
PRIVATE BANK FOR FAMILY GOVERNANCE SERVICES
Lombard Odier
NEXTGEN PROGRAMME
BNP Paribas Wealth Management
FAMILY WEALTH ADVISORY OFFERING
Stephenson Harwood
PRIVATE BANK ESG OFFERING
Indosuez Wealth Management
EXTERNAL ASSET MANAGER (EAM) SERVICE PROVIDER
EFG Asset Management
UHNW TEAM
HSBC Private Banking
SPECIALIST CATEGORIES (GREATER CHINA)
EXCELLENCE IN SERVICING NORTH AMERICAN CLIENTS (SUPPORTED BY FAMILY WEALTH REPORT)
Withers
INSURANCE PRODUCT OR OFFERING FOR UHNW FAMILIES
Sun Life
DIVERSITY IN WEALTH MANAGEMENT
Indosuez Wealth Management
INDEPENDENT WEALTH MANAGER
Raffles Family Office
COLLECTIBLES ADVICE PROVIDER
The WatchFund
CORPORATE SOCIAL RESPONSIBILITY
Royal Bank of Canada
PRIVATE BANKING INDIVIDUAL COUNTRY CATEGORIES
BEST WEALTH MANAGER OF GREATER CHINA
Hywin Wealth Management
HONG KONG DOMESTIC PRIVATE BANK
BNP Paribas Wealth Management
HONG KONG INTERNATIONAL PRIVATE BANK
HSBC Private Banking
INDIVIDUAL AWARDS
WEALTH MANAGEMENT RISING STAR UNDER 40
Withers - Alex Chung
LIFETIME ACHIEVEMENT
Zhong Lun Law Firm - Clifford Ng
OUTSTANDING CONTRIBUTION TO HNW INSURANCE
Sun Life - David Varley
BEST CEO IN GREATER CHINA WEALTH MANAGEMENT
Hywin Wealth Management - Madame Wang
Headline Sponsor
Category Sponsors