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Awards
Webinar
The Tenth Annual WealthBriefingAsia Awards 2022
Thursday - 2nd June 2022
The Westin Singapore
12 Marina View, Asia Square Tower 2, Singapore, 018961, Singapore
Overview
A warm welcome to the WealthBriefingAsia Awards 2022. Now celebrating its tenth anniversary, and building on the long-standing success of its independent judging process, nominations for The Tenth Annual WealthBriefingAsia Awards 2022 are now open.
Categories
The categories are broadly focused around the following areas covering wealth management excellence within South-East Asia:
- Private Banking (including individual teams)
- Individual Countries (within the South-East Asia region)
- Investment Management
- Private Client Service Provision
- Individual, Leadership and Teams
- * WealthTech
There are specialist wealth management categories including:
- Servicing North American Clients
- Next-Gen Program
- Family Governance
- International Finance Centre
- Global Custodian
We are also including:
- Private Client and Investment Management Categories for Greater China
In addition we will be awarding the following highly sought-after Pan-Asia accolade:
- Best Overall Pan-Asia Private Bank
New for the WealthBriefingAsia 2022 Program
In 2022 some of the highlights will be new Pan-Asia categories such as:
- Overall ESG Offering
- Overall Sustainability Offering
- Overall Impact Investing Offering
- Overall Diversity and Inclusion Offering
The WealthBriefingAsia Awards are open to to all wealth management product and service providers that fit the categories on offer and an expression of interest can be made here.
*Entries From WealthTech Companies
In a change from last year, we are honouring the achievements of WealthTech companies in the region at the highly anticipated gala dinner in June.
The WealthTechAsia Awards 2022 will once again form part of the WealthBriefingAsia Awards process and can be entered here.
Judging
Independence, integrity and genuine insight will be the most important aspects of the judging process which will be conducted by an expert panel drawn from both private banks and trusted advisors/consultants.
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 trusted advisors will be responsible for judging the banking categories.
Winning an WealthBriefingAsia Award 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 2nd June 2022.
WealthBriefingAsia – as the leading voice of the family office and wealth management community – will work with the winners to optimise their success by offering a range of marketing collateral.
Sponsorship Opportunities
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
Nominations Open – 25th October 2021
Submission Deadline – 28th February 2022
Finalists and Winners Notified of Their Success – 21st March 2022
Public Announcement and Gala Ceremony– 2nd June 2022
Venue
The Westin Singapore
Address: 12 Marina View, Asia Square Tower 2, Singapore, 018961, Singapore
Telephone: (65) 6922 6888
Winners
Pan Asia
Best Overall Asia Private Bank
UBS Global Wealth Management
Private Banking (South- East Asia)
Best South-East Asia Private Bank
EFG Bank
UHNW Team
BNP Paribas Wealth Management
Pure Play
EFG Bank
Boutique Private Bank
Lombard Odier
Client Service
BNP Paribas Wealth Management
Investment Management Platform
Indosuez Wealth Management
Discretionary Portfolio Management Provider
UBS Global Wealth Management
Customer Facing Digital Capabilities
HSBC Global Private Banking
Innovative Client Solution
UBS Global Wealth Management
Private Banking (Country Specific)
Wealth Planning Solution (Singapore)
Lombard Odier
Domestic Bank or Wealth Manager (India)
IIFL Wealth Management
Investment Management South-East Asia
Independent Wealth Manager
Schroders Wealth Management
Asset Management Firm Serving Family Offices & Private Banks
Milltrust International Group
Alternative Investment Manager
Indosuez Wealth Management
FX Solution Provider
BNP Paribas Wealth Management
Investment Management (Greater China Region)
Fund Manager
Milltrust International Group
Alternative Investment Manager
HSBC Global Private Banking
FX Solution Provider
BNP Paribas Wealth Management
Private Client (South-East Asia)
Legal Team
Rajah & Tann Singapore
Tax Team
BDO
Independent Trust of Fiduciary Company
Trident Trust
Estate Planning
Stephenson Harwood
Private Client (Greater China Region)
Legal Team
Zhong Lun Law Firm
Tax Team
Withersworldwide
Independent Trust or Fiduciary Company
Intertrust Group
Estate Planning
Stephenson Harwood
Wealth Management Tech
Innovative Client Solution
BNP Paribas Wealth Management
Special Wealth Management (South-East Asia)
Insurance Platform for the Wealth Management Sector
Globaleye
Corporate Social Responsibility
Indosuez Wealth Management
International Finance Centre
Jersey Finance
Real Estate Advice
Withersworldwide
Philanthropy Offering/Initiative of the Year
UBS Global Wealth Management
Most Promising New Entrant
Legacy Wealth Advisors
Family Governance Services
Lombard Odier
Family Wealth Advisory Offering
Maitri Asset Management
Regional Partnership
Lombard Odier
Overall ESG Offering
Lombard Odier
Overall Sustainability Offering
UBS Global Wealth Management
Overall Impact Investing Offering
BNP Paribas Wealth Management
Overall Diversity & Inclusion Offering
Indosuez Wealth Management
Digital Assets Offering
Apollo Capital Management
Leadership Pan-Asia
Women in Wealth Management
BDO
Leading Individual (Advisor)
Clifford NG, Zhong Lun Law Firm
Outstanding Contribution to Wealth Management (Individual)
Kevin Lee - Stephenson Harwood
Thought Leadership (Individual/Company)
BDO
Wealth Management Rising Star Under 40
Suzanne Johnston – Stephenson Harwood
General Wealth Tech (Pan-Asia)
Overall Asia WealthTech Provider
Refinitiv
Onboarding Product
Temenos
Client Lifecycle Management
Wealth Dynamix
CRM Provider
SS&C Advent
Transaction Processing
Expersoft Systems
Portfolio Management
WIZE by TeamWork
Investment Platform
OSL SaaS
Innovative Solution
InvestCloud
Structured Products Solution
Lynceus Partners
Suitability
NICE Actimize
Front Office
Avaloq
Data Provider
Refinitiv
Client Reporting
Factset
Core Banking Software
ERI
Family Office Solution
Contemi Solutions
Robo Product or Platform
WealthObjects
EAM Platform
WIZE by Teamwork
Artificial Intelligence Application
InvestCloud
Client Communication Solution or Tool
CREALOGIX
Digital Offering
Wealth Dynamix
Individual & Leadership WealthTech (Pan-Asia)
Regional Management Team/CEO
Contemi Solutions
Women in WealthTech
AIFMetrics
General WealthTech Categories (Australasia)
Innovative Client Solution
Northland Group
General WealthTech Categories (India)
Innovative Client Solution
ViewTrade Holding Corp.
RegTech (India)
Innovative Compliance/RegTech Product
Azentio Software
Photographs
Previous 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