
Awards
The Tenth WealthBriefingAsia Greater China Awards 2025
Thursday - 5th June 2025
The Fullerton Hotel Singapore
1 Fullerton Square Singapore 049178
Overview
The nomination process for the Tenth WealthBriefingAsia Greater China Awards 2025 is now open, culminating in a celebratory gala dinner at The Fullerton Hotel, Singapore on the 5th June 2025. A preview of what to expect can be seen here.
WealthBriefingAsia – the regional subscriber-based newswire – has been exclusively reporting on the family office and wealth management sector for almost 20 years. Over this period we have successfully organised awards programmes celebrating the achievements of our wealth management, private client and family office communities in the region.
Amongst others, the categories for entry are focused on client experience around these main areas:
- Private Banking
- Private Client Practitioner
- Multi-Family Office
- Private Asset Management
- Fund Management
- Technology
- Specialist
- Leadership
Judging
Independence, integrity and genuine insight are the watchwords of the judging process, which is conducted by expert panels drawn from banks, family offices and trusted advisors/consultants to the sector.
Every submission is carefully reviewed to ensure the most deserving companies and individuals are selected as winners in each category. Standout submissions that have a particular reason to be praised may be commended by the judges.
Commercially sensitive information is kept confidential, and conflicts of interest are avoided at all times. All judges have signed a Non-Disclosure Agreement.
Awards Notification Process and Leveraging Your Success
Winning a WealthBriefingAsia Award sets organisations and individuals apart from their peers and is a tangible demonstration that they have something special to offer. It rewards achievement and showcases top-class performance, innovation and distinction.They also showcase the sustainability and robustness of your organisation.
Winners and commended companies will be given advance notification of their success, allowing time to prepare their marketing messaging around the promotion of their achievement before the public announcement. 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.
Annual Acclaim Magazine
One of the Award outputs is the Annual Acclaim magazine which is widely distributed to our community. All Winners and Sponsors are given the opportunity to have an extended entry within this publication, and are invited to send the publication to their prospects and clients.
Key Dates
Entrants should submit their nominations by 14th March 2025
Winners and highly commended entries will be notified of their success from April 2025.
Black-tie gala dinner at The Fullerton Hotel, Singapore on the 5th June 2025.
Sponsorship Opportunities and Further Information
For further information on sponsorship opportunities and the awards and submission process please contact rachel.fokes@clearviewpublishing.com
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(s).
Key Dates
Key dates for your diary
- Nominations Open – Now
- Submission Deadline – 14th March 2025 (this has been extended until the 21st March 2025)
- Winners and Finalist Notification – From April 2025
- Public Announcement and Gala Ceremony – 5th June 2025
Venue
The Fullerton Hotel Singapore
Address: 1 Fullerton Square Singapore 049178

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 an overview of our global awards programmes here.
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 discourage adding 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 rachel.fokes@clearviewpublishing.com
About our Sponsors
Category Sponsors
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.
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
THE WEALTHBRIEFINGASIA GREATER CHINA AWARDS 2025
PRIVATE BANKING CATEGORIES (GREATER CHINA)
Overall Regional Private Bank
Union Bancaire Privée (UBP)
Credit Provider
HSBC Global Private Banking
Pure Play Private Bank
Lombard Odier
Boutique Private Bank
Union Bancaire Privée (UBP)
Wealth Planning Team
HSBC Global Private Banking
Alternatives Provider
Indosuez Wealth Management
Philanthropy Services
HSBC Global Private Banking
SRI Offering
Indosuez Wealth Management
Discretionary Portfolio Management
Lombard Odier
Private Equity
Indosuez Wealth Management
Impact Investing
HSBC Global Private Banking
Regional Private Banking Partnership
Lombard Odier
ESG, Impact Investing or SRI
Indosuez Wealth Management
UHNW Team
HSBC Global Private Banking
Family Wealth Advisory Offering
Panhe Family Office
PRIVATE BANKING INDIVIDUAL COUNTRY CATEGORIES (GREATER CHINA)
Hong Kong Domestic Private Bank or Team
HSBC Global Private Banking
Hong Kong International Private Bank or Team
Union Bancaire Privée (UBP)
INVESTMENT MANAGEMENT CATEGORIES (GREATER CHINA)
Independent Wealth Manager
FGA Trust
FX Services
Indosuez Wealth Management
Best Alternative Investment Manager
Annum Capital
Wealth Planning Team
FGA Trust
Next-Gen Programme
FGA Trust
PRIVATE CLIENT CATEGORIES (GREATER CHINA)
Legal Team
Zhong Lun Law Firm LLP
Wealth Planning
Withers
Tax Team
Stephenson Harwood
Independent Trust or Fiduciary Company
FGA Trust
Institutional Trust or Fiduciary Company
HSBC Trust & Fiduciary Services – Hong Kong
Estate Planning
Withers
SPECIALIST CATEGORIES (GREATER CHINA)
Excellence in Servicing North American Clients
Withers
Wealth Manager of Greater China
Panhe Family Office
INDIVIDUAL AND LEADERSHIP AWARDS (GREATER CHINA)
Wealth Management Rising Star Under 40
Stephenson Harwood – Wei Tu (China) – Joanna Jiang (Lulu)
Thought Leadership
Stephenson Harwood – Wei Kang
Chairperson
Panhe Family Office – Andrew Yen
THE WEALTHBRIEFING ASIA AWARDS 2025
PAN-ASIA CATEGORY
Overall Asia Private Bank
HSBC Global Private Banking
PRIVATE BANKING CATEGORIES (SOUTH-EAST ASIA)
Overall South-East Asia Private Bank
Union Bancaire Privée (UBP)
International Clients Team
Farro Capital
UHNW Team
Indosuez Wealth Management
HNW Team
Barclays Private Bank
Billionaire Team
Farro Capital
Wealth Planning Team
Farro Capital
Pure Play Private Bank
Lombard Odier
Boutique Private Bank
Bordier & Cie (Singapore)
Client Service
Farro Capital
Investment Management Platform – Highly Commended
Sanctum Wealth Private Limited
Investment Management Platform
Standard Chartered Bank
Credit Provider
HSBC Global Private Banking
Discretionary Portfolio Management Provider
Lombard Odier
Customer Facing Digital Capabilities
Spark Capital Private Wealth Management Private Limited
Private Banking Employer or Talent Management Initiative
Barclays Private Bank
NRI/NRP Offering
Barclays Private Bank
Innovative Technology Solution
Standard Chartered Bank
PRIVATE BANKING CATEGORIES (COUNTRY SPECIFIC)
Private Bank or Wealth Manager (Singapore)
Eightstone Pte Ltd
Private Bank or Wealth Manager (India)
360 One
Multi Family Office, Private Bank or External Asset Manager (South Korea)
TCK Investments
INVESTMENT MANAGEMENT CATEGORIES (SOUTH-EAST ASIA)
Independent Wealth Manager
Taurus Wealth Advisors Pte Ltd
Fund Manager
ICHAM Pte Ltd
Asset Management Firm
S CUBE Capital
Alternative Fund Manager
TRIREC
Alternative Investment Manager
The WatchFund Pte Ltd
ETF Provider
ICICI Prudential AMC
PRIVATE CLIENT CATEGORIES (SOUTH-EAST ASIA)
Legal Team
Forsters
Accountancy Team
BDO Tax Advisory Pte. Ltd.
Accountancy Team (Greater China Region)
BDO Tax Advisory Pte. Ltd.
Tax Team
Dentons Rodyk & Davidson LLP
Tax Team (Greater China Region)
BDO Tax Advisory Pte. Ltd.
Independent Trust or Fiduciary Company
Trident Trust
Independent Trust or Fiduciary Company – Greater China
CSC
Institutional Trust or Fiduciary Company
Butterfield Trust, Singapore
Estate Planning
Ocorian
MARKETING/PR CATEGORY (PAN-ASIA)
Best Marketing or PR Campaign
Waterfield Advisors
SPECIALIST WEALTH MANAGEMENT CATEGORIES
Corporate Social Responsibility
Withers KhattarWong
Real Estate Advice
Dentons Rodyk & Davidson LLP
Philanthropy Offering/Initiative of the Year
UBS AG
M&A Advisor
Harneys
Excellence in Servicing North American Clients
The Family Office Doctor
Wealth Management M&A Deal
InCred Global Wealth Pte. Ltd. (Singapore)
Family Governance Services
Taurus Wealth Advisors Pte Ltd
Next-Gen Programme
Stephenson Harwood LLP
Family Wealth Advisory Offering
Wealth Management Alliance Pte Ltd
Global Citizenship/Immigration Platform Offering
Farro Capital
Overall ESG Offering
TRIREC
Regional Partnership
Lombard Odier
Overall Sustainability Offering
Indosuez Wealth Management
Overall Impact Investing Offering
HSBC Global Private Banking
Digital Assets or Services
FGA Trust
WEALTHTECH CATEGORIES (PAN-ASIA)
Overall Asia Wealthtech Provider
Avaloq
Onboarding Product
iCapital
Client Lifecycle Management
Wealth Dynamix
CRM Provider
WIZE by TeamWork
Transaction Processing
Azqore
Portfolio Management
MSCI Wealth
Suitability
NICE Actimize
Digital Customer Facing Innovation
WIZE by TeamWork
Data Provider
FactSet
Risk Monitoring and Management
InvestCloud
Client Reporting
FundCount
Core Banking Software
ERI
Family Office Solution
Asset Vantage
EAM Platform
WIZE by TeamWork
Artificial Intelligence (AI) Application
Eton Solutions
Client Communication Solution or Tool
WIZE by TeamWork
Digital Offering
additiv
Innovative Compliance/Regtech Product
Quantios
Regulatory Reporting
S&P Global Market Intelligence Cappitech
Most Innovative Fintech Solution
UBS Partner
Leading Individual (Wealthtech)
Neo Wealth Management – Riyaz Ladiwala
LEADERSHIP AND INDIVIDUAL CATEGORIES (SOUTH-EAST ASIA)
Women in Wealth Management
AlTi Wealth Management (Singapore) – Anthonia Hui
Leading CEO – Private Bank
Farro Capital – Hemant Surenderjit Tucker
Leading Individual
Withers KhattarWong – Stacy Choong
Outstanding Contribution to Wealth Management (Individual)
Zhong Lun Law Firm LLP – Clifford Ng
Thought Leadership (Company)
TRIREC
Wealth Management Rising Star Under 30
Dentons Rodyk & Davidson LLP – Nicolette Lee
Wealth Management Rising Star Under 40
Zhong Lun Law Firm LLP – Jessica Kwok
Chief Technology Officer (CTO)
Neo Wealth & Asset Management – Vijay Patel
Chairperson
WRISE Group – Derrick Tan
Previous Winners
PRIVATE BANKING CATEGORIES (GREATER CHINA)
Overall Regional Private Bank
Union Bancaire Privée (UBP)
Credit Provider
HSBC Global Private Banking
Pure Play Boutique Private Bank
Lombard Odier
Wealth Planning Team
HSBC Global Private Banking
Alternatives Provider
Indosuez Wealth Management
Philanthropy Services
HSBC Global Private Banking
SRI Offering
Indosuez Wealth Management
Discretionary Portfolio Management Offering
HSBC Global Private Banking
Private Equity Provider
Indosuez Wealth Management
Impact Investing
HSBC Global Private Banking
Private Bank for Family Governance Services
Lombard Odier
Family Wealth Advisory Offering
Panhe Family Office
Governance Service for Families
Withersworldwide
Private Banking ESG Offering
Lombard Odier
UHNW Team
Indosuez Wealth Management
SPECIALIST CATEGORIES (GREATER CHINA)
Best Wealth Manager of Greater China
Hywin International (Hong Kong)
Excellence in Servicing North American Clients
Withersworldwide
Diversity in Wealth Management
Indosuez Wealth Management
Wealth Management M&A Deal
Carret Private Capital Limited
Independent Wealth Manager
Fargo Wealth Group
ESG
Lombard Odier
Alternative Investment Manager
The Watchfund Pte Ltd
PRIVATE BANKING INDIVIDUAL COUNTRY CATEGORIES
Hong Kong Domestic Private Bank
HSBC Global Private Banking
Hong Kong International Private Bank
Union Bancaire Privée (UBP)
INDIVIDUAL AWARDS
Wealth Management Rising Star Under 30
Withersworldwide – Ethan Yu
Wealth Management Rising Star Under 40
Stephenson Harwood – Ross Davidson
Chairperson
Panhe Family Office – Andrew Yen
Categories
The submission process for the Tenth Annual WealthBriefingAsia Greater China Awards 2025 is now unfortunately closed. For any questions, please contact jenna.maybery@clearviewpublishing.com