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

Our global awards program is built on the independence of our judges.  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 announced in due course.

Trusted Advisors

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 such as global head of business management for ANZ Private Bank in Australasia, where he defined and delivered the strategic and operational needs for the business.

Previously Mario worked for leading wealth managers such as Vontobel, Credit Suisse and Deutsche Bank, holding positions across a variety of disciplines including relationship management, business and financial planning, training and development, strategy, business development and marketing communications in both Europe and Asia. He was also managing director for Solution Providers Management Consulting, leading its growth in Asia Pacific, specifically Singapore.

He wrote and published his Ph.D. thesis about the supervision of External Asset Managers [EAM] in Switzerland (“Der bankunabhängige Vermögensverwalter: Analyse des Handlungsbedarfs einer möglichen Aufsicht unter Berücksichtigung des amerikanischen und englischen Rechts”), build up/out of various EAM desks in Switzerland and Singapore and serviced this segment.

Bobby Bok

Head of Sales, Strategy & Execution, Wealth Solutions Asia Pacific

Refinitiv

Bobby is the Head of Sales, Strategy & Execution for Wealth Solutions at Refinitiv (an LSEG business). In this role, Bobby defines the strategy for the wealth business across Asia Pacific, ensures the development and implementation of solutions are market leading, and supports the sales team to bring the value of our offerings to our customers.

Bobby has more than 14 years of experience in both financial services and wealth management industry in the region. Prior to joining Refinitiv (f.k.a Thomson Reuters), he was a Wealth Management Consultant with Mercer Singapore, providing bespoke investment consultancy to financial organizations in Asia.

He was also one of the lead Sales Director with Morningstar Asia, accountable for strategically positioning of Morningstar's capabilities and driving business in the South East Asia region. Bobby's past experience in this field also include working in Citi Private Bank and Intercontinental Exchange (ICE).

 

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 in Managing Director roles at some of the world’s leading Banks and Wealth Managers. For the past twenty years he has held Chief Investment Officer roles manging money for institutions such as sovereign wealth funds through to Ultra- High Net Worth clients. For the core of Gary’s career (1993-2004) he worked at JPMorgan. Subsequently he held CIO roles at Barclays, Merrill Lynch in Europe, and Emirates NBD and NBAD in the Middle East. Gary is well-known in the industry for his outspoken but often-timely call on financial markets. He has a track record of calling the markets crashes of 1987 and 2007 and the tech wreck of 2000. But he also saw the upside in markets advising clients at Merrill Lynch to buy equities on March 17th, 2009 within two days of the market low. More recently he was advising extreme caution on markets in early February 2020. His views are widely featured on TV and quoted in the financial media. He regularly speaks at investment conferences throughout, the Middle East and Asia. In 2015, he was awarded GCC Private Banker of the year by Wealth Briefing. He has a degree in Economics from Salford University. He is an ASIP in the CFA Institute.

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 Managers, Family Offices, Fund Managers and Banks.

He brings the judges panel an extensive banking operations & IT expertise acquired in his current role since 2020 but also during the 9 previous years while heading business development of Bank Lombard Odier global custody & reporting services which he joined after 10 years as Private Banking Client Executive at IBM Geneva.

Both Swiss and Belgian, used to work in multi-cultural and multilingual environments, his motivation has been during his whole career to understanding customer's pains, translating those to experts who are able to solve them and setting the right level of expectations on both sides.

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 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.

Richard Grasby

Founder

RDG Fiduciary Services

Richard Grasby is a trusts, funds, family office and private wealth lawyer. He has experience in multiple jurisdictions and has been admitted as a lawyer in England & Wales, the Cayman Islands and the BVI. Richard has expertise in the establishment and administration of offshore entities including trusts, companies and investment funds. He has significant experience in compliance, governance and account opening. Richard also has considerable involvement in private trust companies, family constitutions and succession planning. He has worked with clients and advisers in numerous jurisdictions. Richard is the immediate past chair of the STEP Hong Kong branch, a committee member of the STEP Business Families Global Special Interest Group and a committee member of the STEP International Client Global Special Interest Group. He is a member of the Hong Kong Trustees Association and a lecturer on their Trust Training Certificate course. He is an elected member of the International Academy of Estate and Trust Law.

Elizabeth Hart

Managing Director

Wealth Management Alliance Pte Ltd,

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 currently Managing Director of Wealth Management Alliance Pte Ltd, a multi-family office which provides independent investment services to fully align to clients and an incubator single family office.

Elizabeth is the CEO & Founder of Legacy Wealth Advisors Pte Ltd which provides independent succession planning services to support families to ensure a smooth transition of wealth to the next generation.

Elizabeth is also Managing Director of The Life Academy Pte Ltd, which provides bespoke family wellness programs and empowerment coaching to ensure harmony through generations and to prepare the next generation for being future wealth owners.

Previously, Elizabeth has held senior managerial positions including Managing Director, Head of South East Asia, Rothschild Wealth Management and Director, Rothschild Trust for 12 years until 2016. Elizabeth has been covering Asia for over 20 years. The industry awarded Elizabeth Banker of the Year in 2000.

Elizabeth is an Associate of the Chartered Institute of Bankers, a member of the Society of Trust and Estate Practitioners, a member of the Singapore Institute of Directors and an Ambassador for WealthiHer in Asia. Elizabeth, a UK citizen and Singapore permanent resident, is married with three children.

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 of Manulife US Real Estate Management Pte Ltd and China Taiping Insurance (Singapore) Pte Ltd. Employed by the Government of Singapore Investment Corporation between 1994- 2002, he was involved in investment projects in various countries, including China, Thailand and Indonesia. He is active in consulting, executive development and public service. He was conferred with the Public Administration Medal (Silver) in 2013. In 2012, Francis was awarded an honorary doctorate (honoris causa) in economics by the University of St Gallen. In 2016, Francis was honoured with the lifetime achievement award by WealthBriefingAsia.

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 leads BDO’s Asset Management and Private Wealth Tax practice in Singapore.

Kylie has worked on a broad range of tax advisory assignments involving cross-border tax planning, private wealth structuring, due diligence, post-deal restructuring, supply-chain modelling, incentive negotiation, alternative investments, debt offerings, permanent establishment issues, etc.

Kylie has also served a wide range of clients from different industries with particular expertise in fund and trust structuring, serving family offices and financial institutions with tax advice on their investments as well as assisting high net worth families with their tax, trust and estate planning issues on a multijurisdictional basis.

Kylie holds an Honours degree in Accounting and Finance from Monash University in Australia and is an accredited tax advisor in Singapore. Kylie is also regularly involved in various international tax seminars held in the region, and has also frequently published articles on taxation in the press.

Kylie was voted as the leading advisor in WealthBriefingAsia Awards 2019.

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 for 20 years, Denis was previously the Head of Recruitment for Merrill Lynch Private Bank where he built the Greater China UHNW and HNW teams. Denis then joined Coutts & Co Hong Kong where he built the Front-line Private Banking Teams as well
as the Investment teams, Risk and Compliance.

With a deep understanding of the Private Banking industry, Denis is also certified in AML, CTF and Regulatory Compliance.

Since 2013 Denis has specialised in coaching Private Bankers across Asia-Pacific in sales effectiveness, relationship management and leadership.

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 Sanne, Valérie worked for more than fifteen years as a corporate law and funds lawyer at leading law firms in Paris, Luxembourg and Dubai. She has gained considerable experience working with asset managers and family offices with respect to structuring their cross-border investments globally.

Michael Olesnicky

Special Advisor

Baker & McKenzie

Michael is a senior advisor to Baker McKenzie in Hong Kong where he was previously the head of Baker McKenzie’s Hong Kong/China and Asia tax and wealth management groups. Michael focuses on estate and succession planning for HNW individuals in Asia generally and Hong Kong specifically. He was previously the chair of the STEP branch in Hong Kong and also chairs the branch’s China Developments sub-committee.

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 was the Asia head of wealth management for Mercer (2013-2017) and a director in EY Advisory (2008-2013). Over the course of his career, he has also worked in Citi Private Bank, IBM, PwC Consulting and Odyssey.

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 Director of the firm in Singapore, Nicolas leads the developments of the group in Asia and is responsible for building durable partnerships with independent wealth management firms and investment banks in the region.

Nicolas brings the panel 10 years of experience in private banking working closely with Ultra High Net Worth individuals and Family Offices in Luxembourg, France, Switzerland, and Singapore. His previous position was in the Global Family Office team of UBS in Geneva, where he provided coordinated institutional coverage for clients that require complex and bespoke solutions across divisions.

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 families in Asia. He has a Bachelor of Commerce Degree, with an Honors in Management, and a thesis in Innovation – from Melbourne University. Previously he was Head of HNW for Asia for AXA, and Head of International Business for Aviva.

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 of their bi-annual Wealth Management Report. Bruce is now CEO of Weatherill Consulting providing advice on client centricity and wider strategic matters to wealth managers. He is the author of The Value of Trust: the quest by Wealth Managers for Trusted Advisor status and a number of other thought leadership reports. Bruce is chairman of ClearView Financial Media and a non-executive of a number of companies including Fidelity Holdings UK, The Wisdom Council, ComPeer, JDX Consulting and Ten Group.

Private Bankers Panel

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 financial career with Hollandsche Bank Unie (HBU) serving Private, Corporate and Institutional clients within a dealing room environment, and subsequently became Head of Treasury & Special Products Private Clients in the Netherlands. He has over 14 years of experience with ABN AMRO Private Banking, of which more than 7 years were spent in Asia. In early 2006, he relocated to Singapore to take up the position of Regional Head of Treasury & Special Products for Private Banking in Asia with ABN AMRO.

With his strong understanding of the needs of Asian clients, Arjan moved to Hong Kong in April 2010 and was appointed Head of Private Banking for North Asia. Following this, he was appointed Head of North Asia at ANZ Private Bank before being appointed Head of Integration for ANZ Retail & Private Wealth Asia in April 2016. Arjan was appoint Head of Markets, Investments & Structuring, Asia at Indosuez Wealth Management in February 2017.

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 2015. Rolf joined LGT Bank in 2002 to establish a banking platform for the bank in Singapore. His last role was chairman of LGT Bank (Singapore). Before joining LGT he worked at UBS Investment Banking for over 20 years in various leadership positions in Zurich, London, Tokyo, Seoul, Hong Kong and Singapore.

Philippe Legrand

CEO

LCA Solutions

Philippe is CEO and founding partner of London & Capital Asia, an award winning multi-family office that services high net worth clients as a one stop solution. Beyond a standard wealth management offering and corporate advisory solutions for the family business, LCA offers family governance guidance and also provides a forum to source answers to numerous non-financial issues (succession & generational transfer, legal structuring, immigration, family charters etc.).

Philippe has accumulated more than 30 years of senior management experience with international banks in private, corporate and investment banking.

Before founding LCA in 2010, he developed the Asian private banking platform for Rabobank/Sarasin in the late 1990s and subsequently headed the private banking North Asian operations of ABN AMRO. He was previously deputy CEO of BNP Paribas Wealth Management, North Asia, a group for whom he worked for over 13 years.

Based in Hong Kong since 1995 he has also worked in Europe, North America and India; Philippe is a regular speaker at wealth management and asset management conferences in Asia as well as being a judge for various awards within the industry.

Philippe won the Asian WealthBriefing 2017 Award for “Outstanding contribution to wealth management thought leadership”.

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 up and managed private trusts for ultra-high net-worth families in Hong Kong and Taiwan; and their philanthropic vision. Jacqueline has recently joined Ogier in Hong Kong as Director, Head of Private Wealth, Asia. Jacqueline is a Member of Law Society of Ontario, Law Society of Hong Kong and Law Society of England and Wales and Member of The Society of Trust and Estate Practitioners (STEP).

She is a former Chairman of STEP's Hong Kong branch and continues to have material involvement as Council Member.

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, Private Banking, North Asia and Wealth Solution, Asia, for Bank of Montreal for over 5 years.  Prior to that, he was the managing director and head of RBC Wealth Management’s Trust Company - Asia for almost 20 years, as well as the head of their private banking business in Hong Kong for about 16 years.

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 SAR, UK, and US.

Madame Wang Dian is seen as one of the leading figures shaping Greater China’s wealth management industry. Her philanthropic passions and cultural pursuits also set the benchmark for China’s entrepreneurial classes.

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. Previously, David was a team lead within UOB’s Group Strategy & Transformation function leading key Board- and Executive Committee-level strategy and digital transformation programs. Prior to UOB he spent over a decade in consulting and wealth management with Capgemini, Merrill Lynch, and UBS.

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 is in addition to his extended responsibility of articulating the Next Generation strategy for the bank, which he continues to champion along with other key stakeholders.

Joining the Bank in 2011, and prior to his current role, Anton headed the Key Client Group in Asia with a focus on the bank’s Ultra High Net Worth proposition. He oversaw the private bank’s cross-selling efforts with Corporate & Institutional Bank and other business lines, and brought customized solutions to this client segment.

He is also a member of BNP Paribas’ Hong Kong CSR Committee.  He is actively engaged in the promotion of the arts and inclusive activities for disabled artists through his involvement in local NGOs.

Anton obtained his bachelor and master degrees in accountancy from the University of Illinois, and an MBA in finance from Columbia Business School.

Custodian Panel

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 Asset Manager / Family Office with a total focus on the client. Urs is a co-founder of the Association of Independent Asset Managers, Singapore (AIAM).

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 York. Carret Private is a renowned boutique independent asset management firm providing wealth management, principal investing and corporate advisory services to select high net worth
families and individuals throughout Asia. Mr. Ho has worked in the banking industry for over 25 years, the last 15 of which in private wealth management. He is recognized as one of the forefathers of wealth management’s open-architecture model and an entrepreneur who has helped to set up two of Asia’s largest wealth management platforms - Credit Suisse and Bank
Julius Baer. In 2020, he was selected by an independent panel of industry veterans as the winner of the “Outstanding Individual” in wealth management at the Fifth annual Wealthbriefing Asia
Greater China Awards. Prior to Carret Private, Mr. Ho was most recently with Julius Baer where he was one of the core regional executive management members to set up and establish the Asian franchise in 2006. He held various leadership positions at Julius Baer, including Deputy Global Head of Investment Solutions Group, Head of Investment Solution Group for Asia Pacific, member of the Asia Executive Board, and a member of the Bank’s Investment Committee. As Head of Investment Solutions Group Asia Pacific, he managed all of the advisory, discretionary, asset management along with its wealth planning franchises. Prior to Julius Baer, Mr. Ho was on the regional executive committee and the Head of Products for Credit Suisse Hong Kong. He began his career as an Investment Banker at Salomon Brothers where he worked for almost a decade. Previous to that, he worked as a management consultant at McKinsey & Co. Inc. Mr. Ho earned his Master’s of Business Administration degree from the University of Chicago Booth School of Business and is an active participant in the Asian business community. He sits on the Board for numerous companies, including being an active member of the Governor’s Advisory Board for the University of Chicago Booth School of Business and a member of the Church Council of Christ Church Hong Kong. Mr. Ho has a Bachelors Degree from James Madison University.

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 in the independent asset management and private banking industry.

Lucie is also honorary secretary of the Association of Independent Asset Managers in Singapore (AIAM).

Prior to joining TriLake Partners, Lucie was a relationship manager at Société Générale Private Banking (Suisse) S.A. She also worked for the Middle Eastern desk at Crédit Agricole (Suisse) S.A. and for an independent asset management firm based in Geneva - The Forum Finance Group (Suisse) S.A

Categories

The submission process for The Tenth Annual WealthBriefingAsia Awards 2022 is now unfortunately closed.

For any questions, please contact rachel.fokes@clearviewpublishing.com

 

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

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