Overview
WealthBriefingAsia is excited to announce the launch of the third awards program highlighting the importance of External Asset Managers to the wealth management industry in Asia.
The nomination process for the WealthBriefingAsia External Asset Management Awards 2024 is now open culminating in a celebratory gala dinner at The Mandarin Oriental, Singapore on the 3rd October 2024. A preview of what to expect on the evening can be seen here
The categories for entry are focused around these main areas:
- Pan-Asia Categories
- International Categories
- Regionally-Based Categories
- Specialist Pan-Asia Categories (Team/Offering)
- Technology (both in-house and external)
- Other Pan-Asia Categories
- Pan-Asia Leadership Based Categories (Individual)
As is the case for all our global awards programs, independence, integrity and genuine insight will be the watchwords of the judging process, which as always will be conducted by expert panels drawn from both custodian banks and trusted advisors/consultants to the sector.
Having reported on the wealth management industry for nearly 20 years and being responsible for several research reports specifically covering this area, we are best placed to initiate a process that fairly rewards achievement, top class performance and innovation.
Winning a WealthBriefingAsia Award sets organisations and individuals apart from their peers and is a tangible demonstration that they have something special to offer.
We very much look forward to you joining the process and to welcoming you to celebrate your achievement at the awards presentation in October 2024.
Sponsorship Opportunities
For further information on sponsorship opportunities please contact andrew.deane@clearviewpublishing.com
Further Information
For more information about the awards and submission process please contact rachel.fokes@clearviewpublishing.com
Key Dates
Public announcement of winning entries and Awards presentation – 3 October 2024
Judges
WealthBriefing’s global awards program is built on the independence of our judges.
The judges for WealthBriefingAsia’s External Asset Management Awards 2024 are being invited from partners in the custodian banks, technology companies and other service providers. 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 advised in due course
Trusted Advisors
Anne Liebgott
Founder
AW●ASIA PACIFIC | MIDDLE EAST
Anne is founder and managing director of the online platform AW●ASIA PACIFIC | MIDDLE EAST at americanswelcome.asia. AWA introduces wealth managers registered with the Securities and Exchange Commission in the United […]
Anne is founder and managing director of the online platform AW●ASIA PACIFIC | MIDDLE EAST at americanswelcome.asia. AWA introduces wealth managers registered with the Securities and Exchange Commission in the United States as investment advisors and dedicated to providing wealth management services to US citizens, residents, and expats as well as Canadians and Latin Americans. The platform includes other wealth management-related services as well. In addition, Anne runs AW✚SWITZERLAND at americanswelcome.swiss. She also provides US-oriented, digital and traditional marketing, communication, and business development strategies through her agency, Americom.
Regina Ho
Coordinator for their Education & Research Committee
Family Office Association Hong Kong
Regina has worked in private wealth management for the last 19 years, holding various product roles in trading, structuring and treasury. She held the executive role overseeing the wind down […]
Regina has worked in private wealth management for the last 19 years, holding various product roles in trading, structuring and treasury. She held the executive role overseeing the wind down of Coutts & Co Asian business interests. She has extensive experience in sales, product management and trading platforms and is also well versed in dealing with banking regulations and platform development.
Regina currently serves the Family Office Association Hong Kong as a Coordinator for their Education & Research Committee, promoting the family office community and events.. Regina holds a Master’s Degree in Law from the Chinese University of Hong Kong.
Gary Tiernan
CEO
Various
Gary Tiernan has worked in the international finance industry for over three decades. He started his career in investment banking, holding management roles in London and Switzerland. In private banking, […]
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. […]
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.
Patrick Busse
Head GFIM Singapore
UBS AG
Patrick joined UBS in October 2022 as Co Head FIM APAC after 12 years with Credit Suisse Group across the locations Zurich and Singapore. He has served in investment advisory […]
Patrick joined UBS in October 2022 as Co Head FIM APAC after 12 years with Credit Suisse Group across the locations Zurich and Singapore. He has served in investment advisory and relationship management functions. Patrick has over ten years of experience with independent asset managers in Asia and is responsible for UBS FIM Singapore. He combines extensive knowledge in the areas of asset and relationship management as well as building successful teams. He has a passion for developing technologies that help clients achieve optimal results. He holds a Bachelor in Business Administration and a Master in Banking and Finance from the University of St. Gallen.
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 […]
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.
Markus Haeny
Co Head FIM APAC
UBS AG
Markus is Co Head FIM APAC, responsible for the team in Hong Kong since 2023. Markus has over 20 years of experience at UBS Global Asset Management and UBS Wealth […]
Markus is Co Head FIM APAC, responsible for the team in Hong Kong since 2023. Markus has over 20 years of experience at UBS Global Asset Management and UBS Wealth Management. Over the past 17 years, he has served financial intermediaries and end clients in APAC in various roles: first as a member of the Capital Market Advisory team and then as FIM Client Advisor and Business Developer. In 2018, he was appointed Head FIM Singapore and Co Head FIM APAC in 2021. Markus holds a Master of Advanced Studies in Finance from the University of Bern and a Master of Science in Wealth Management from the University of Rochester, New York.
Emmanuel Guillaume
Head of External Asset Managers, Asia-Pacific
Lombard Odier
Emmanuel Guillaume is Head of External Asset Managers, Asia-Pacific for Lombard Odier. Emmanuel is responsible for leading Lombard Odier’s intermediary business in Asia-Pacific (APAC), overseeing a team of professionals committed […]
Emmanuel Guillaume is Head of External Asset Managers, Asia-Pacific for Lombard Odier. Emmanuel is responsible for leading Lombard Odier’s intermediary business in Asia-Pacific (APAC), overseeing a team of
professionals committed to delivering best-in-class private banking services and innovative solutions for intermediaries in APAC.
Residing in Singapore since 2002, Emmanuel has extensive experience in advisory and sales roles covering external asset managers in Singapore and Hong Kong. Before joining Lombard Odier, he was Head of Structured
Solutions & Investments Asia at Vontobel. Prior to this, he was Head of Investments at Citibank and Head of Structured products Asia at UBP.
Emmanuel has significant expertise in bespoke investment solutions. He graduated from EM Lyon Business School, and also holds a Master’s degree from Université Paris Dauphine-PSL.
Shiladitya Choudhuri
Managing Director, Team Head
CA Indosuez
Shiladitya Choudhuri is Market Head for External Asset Management & Multi-Family Office at Indosuez Wealth Management in Singapore. He is responsible for the commercial strategy, and market and risk management […]
Shiladitya Choudhuri is Market Head for External Asset Management & Multi-Family Office at Indosuez Wealth Management in Singapore. He is responsible for the commercial strategy, and market and risk management for the External Asset Management (EAM) business. A veteran of the bank, Shiladitya also serves as the Market Head for the NRI (Non-Resident Indians) business. After a successful stint in HSBC Private Bank, Shiladitya joined Indosuez in 2009 and was promoted to Managing Director in 2014.
Shiladitya has held numerous senior roles across three decades managing clients and businesses in private banking, wealth management, retail banking and start-ups in Asia, the Middle East and
India. Through these experiences, he has gained a deep understanding of his network of global clients, their cross-generational investment needs, and matters of succession planning.
Shiladitya was an integral part of ICICI Bank’s initial retail expansion in India in 1999, and its international
venture into Dubai in 2001. In 2004, he played a pivotal role in launching ABN Amro Bank’s NRI business in
Singapore.
Shiladitya holds a Bachelor’s degree in Statistics and a Master in Business Management from the University
of Calcutta, India. In 2015, he completed the Advanced Management Programme at INSEAD in Fontainebleau,
France.
Categories
1. Register here for the WealthBriefingAsia EAM Awards 2024.
2. Fill out your details and select the categories you would like to enter.
3. Once you submit the form, you will receive a confirmation with a downloadable nomination form
- Fill in the name of your firm or individual (as they would like to appear in all communications in reference to the Awards programme)
- Answer the the questions on the form (not exceeding the total word count of 1000)
- Examples to illustrate your submission can be included by active links to PDFs, audio and/or video files (no more than 3 relevant examples)
4. Send the nomination form(s) to Jenna.maybery@clearviewpublishing.com (submission deadline is 12th July 2024).
5. Winners and commended firms and individuals will be notified in August 2024 and will be offered marketing packages and tickets for the Awards Ceremony on 3rd October 2024.
6. Winners will be announced at the ceremony on 3rd October 2024 and in WealthBriefingAsia editorial, website and social media channels on the 4th October 2024. 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) and this obligation is separate to attendance at an awards ceremony if one is held.
For any questions, please contact the Awards and Events Director: rachel.fokes@clearviewpublishing.com
About our Sponsors
Diamond Sponsor
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.
Custodian Sponsors
Trust Sponsor
Technology Sponsor
Supporting Association Partners
Venue
Mandarin Oriental, Singapore
Address: 5 Raffles Avenue Marina Square, Singapore 039797
Previous Winners
Overall Pan-Asia Categories (Company)
Assets Between US$ 1 Billion and US$ 5 Billion AuM
SingAlliance Pte Ltd
Overall Pan-Asia External Asset Manager (Company)
Azimut Investment Management
International Categories (Company)
Servicing Mainland China Based Clients
Fargo Wealth Group
Servicing Japanese Clients
TriLake Partners
Servicing European Clients
TriLake Partners
Servicing Taiwanese Clients
Efinity Capital
Servicing Clients From Singapore
Crossinvest (Asia) Pte Ltd
Servicing Clients From Australia
Crossinvest (Asia) Pte Ltd
Regional Categories (Company)
Based in Hong Kong
SystematicEdge Limited
Based in Singapore
Eightstone Pte Ltd
Specialist Pan-Asia Categories (Team)
Legal/Trust
Farro Capital
Portfolio Management
Sunline Wealth Management
Wealth Planning
Sunline Wealth Management
Philanthropy Offering
Farro Capital
Succession/Legacy Planning Advisory Service or Proposition
Farro Capital
Family Office Proposition
Wealth Management Alliance Pte Ltd
Thematic Investment Proposition or Strategy
Sunline Wealth Management
Digital Assets Advice or Proposition
SingAlliance Pte Ltd
Investment Advice Sanctum Wealth Private Limited
Pan-Asia External Technology Solution Provider Categories (Company)
Client Accounting (External)
HATCHER PLUS PTE. LTD.
Compliance Solution (External)
HATCHER PLUS PTE. LTD.
Overall Pan-Asia Technology Solution Provider (External)
EasyView
Pan-Asia In-House Technology Categories (Company)
Client Reporting (In-house)
Efinity Capital
Client Communications (In-house)
Alpha Capital
Innovative Use of Technology (In-house)
Fargo Wealth Group
Overall Digital Engagement (In-house)
Fargo Wealth Group
Other Pan-Asia Categories (Company)
Diversity Programme
TriLake Partners
Overall Pan-Asia Client Service
Alpha Capital
Growth Strategy
Futu Trustee Limited
Newcomer
WRISE Group
Pan-Asia Leadership-Based Categories (Individual)
Chief Executive Officer (CEO)
Azimut Investment Management – Andrea Ciaccio
Female Executive
Taurus Wealth Advisors Pte Ltd – Hema Mathur
Rising Star Under 40
St James’s Place Wealth Management – Jasmine Jalif
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 here an overview of our global awards programmes.
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 encourage against 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 either Rachel.fokes@clearviewpublishing.com or siiri.piiroinen@clearviewpublishing.com
Diamond Sponsor
Category Sponsors
Custodian Sponsors
Trust Sponsor
Technology Sponsor
Supporting Association Partners