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.

Media Pack

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

 

Judges

Trusted Advisors

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 […]

Bobby Bok

Head of Sales & Business Development, Asia Pacific

Global Trading Network Group (GTN)

Bobby is the Head of Sales & Business Development, Asia Pacific with Global Trading Network Group (GTN) in Singapore. In this role, Bobby defines and leads the Go-to-Market strategy for […]

Bruce Weatherill

Chief Executive

Weatherill Consulting

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 […]

David Varley

Chief High Net Worth Officer

Sun Life

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 […]

Denis MIles-Vinall

CEO

The Buckingham Academy Ltd

Denis is the CEO of The Buckingham Academy, a partnership of coaches and training professionals delivering learning programmes to the Wealth Management and Investment Banking industries. Based in Hong Kong […]

Elizabeth Hart

CEO & Founder

Legacy Wealth Advisors

Elizabeth has dedicated her entire career, of over 30 years, to advising private clients and provides holistic advice on wealth preservation, succession planning & family wellness. Elizabeth is the CEO […]

Gary Dugan

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 […]

Kylie Luo

Executive Director - Leader, Asset & Wealth Management (Tax)

BDO

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 […]

Dr. Mario A. Bassi

Senior Advisor

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 […]

Michael Olesnicky

Special Advisor

Baker & McKenzie (Retired)

Michael was previously the partner in charge of Baker McKenzie’s tax group in Asia. At the firm, Michael focused on estate and succession planning for high net worth individuals. His […]

Nicolas Ulvoas

Managing Director Asia

Lynceus Partners

Nicolas is part of the management committee of Lynceus Partners, an independent investment boutique specialised in alternative investments with a deep in-house expertise in derivatives and structured products. As Managing […]

Pierre Dupont

Managing Partner

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 […]

Professor Francis Koh

Professor Emeritus of Finance (Practice)

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 […]

Richard Grasby

Partner

Appleby

Richard Grasby is a Partner in Appleby’s Hong Kong office, leading the Private Client, Trusts and Family Office practice. Richard advises trustees, ultra-high net worth individuals, private trust companies and […]

Steven Seow

Executive Director

Singapore Consultancy

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 […]

Valérie Mantot

Regional Managing Director - APAC

Apex Group

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 […]


Private Bankers Panel

Anton Wong

Managing Director, Head of Taiwan Market

BNP Paribas Wealth Management, Asia Pacific

Anton Wong is Head of Taiwan Market based in Hong Kong.  Along with his team of Relationship Managers, he supports and services clients of Taiwanese descent in the region. This […]

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 […]

David Wilson

APAC Wealth Management Lead

Accenture

David Wilson leads Accenture’s Asia Wealth Management practice, working with the senior leadership teams of the region’s wealth management firms to enable business growth and improve organizational enablement and efficiency. […]

Jacqueline Loh

Director, Head of Private Wealth, Asia

Ogier Global

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 […]

Madame Wang

CEO

Hywin Wealth

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 […]

Philippe Legrand

CEO

LCA Solutions

Philippe is CEO and co-founder of LCA Solutions, an award winning multi-family office that services high net worth clients as a one stop solution. Beyond a standard wealth management offering and […]

Rolf Gerber

Member of the Board of Directors

LGT Bank (Singapore)

Rolf Gerber lives in Singapore where he holds a number of board positions having retired after almost four decades in the finance industry at the end of 2016. Rolf joined […]

Simon Ng

Managing Director, Hong Kong Branch

Bank J. Safra Sarasin Ltd

Simon is a veteran wealth planner and private banker with more than 25 years of experience in wealth planning, trustee administration and private banking. Previously he was the Managing Director, […]


Custodian Panel

Kenneth Ho

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 […]

Lucie Hulme

Managing Partner

Trilake Partners

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 […]

Urs Brutsch

Managing Partner and 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 […]

Categories

The submission process for The Tenth Annual WealthBriefingAsia Awards 2022 is now unfortunately closed. For any questions, please contact rachel.fokes@clearviewpublishing.com  

Winner videos

Awards Winners Supplement


About our Sponsors

Headline Sponsor


Digital Asset Sponsors


Category Sponsors


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


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


Photographs