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

Nominations open – Now
Nominations close – 12 July 2024 (at midnight)
Winners notified – August 2024
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 […]

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 […]

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. […]

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 […]

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 […]

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 […]

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 […]

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 […]

Sean Chee

Deputy Team Head of the SEA Intermediaries Team

JTC

Sean Chee is a seasoned professional in the financial industry, currently serving as the Deputy Team Head of the SEA Intermediaries team at Julius Baer. With a wealth of experience […]



Categories

Below are the steps of our 2024 awards process.

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


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