Now in its twelfth year, the Annual WealthBriefingAsia Awards 2024 nomination process is now formally open.


For the 2024 Awards, the categories are again focused around these main areas:

  • Private Banking Categories
  • Individual Countries (within the South-East Asia region)
  • Investment Management Categories
  • Private Client Service Provision Categories
  • Individual, Leadership and Team Categories
  • Specialist Categories
  • WealthTech Categories


The judges are separated 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. This is to ensure that commercially sensitive information is kept confidential and to avoid conflicts of interest.

Winning an Award

Winning a WealthBriefingAsia Award sets organisations and individuals apart from their peers. The award is a tangible demonstration that the winners have something special to offer, rewarding achievement and showcasing top class performance and innovation.

If your firm is successful there is a wide range of ways in which this achievement can be promoted, ranging from logos, editorial and website entries, social media postings, professional videos and entry into the Annual Winners Acclaim magazine.

Gala Dinner

WealthBriefingAsia’s gala dinner is an opportunity for our winners to celebrate their success with their colleagues and peers. The ceremony is highly regarded, and attendance is seen as a must for all those lucky enough to have produced a winning entry. This dinner will be hosted on the 30th May 2024 in Singapore.

Sponsorship Opportunities

For further information on sponsorship opportunities please contact rachel.fokes@clearviewpublishing.com

Further Information 

For more information about the awards and submission process please contact rachel.fokes@clearviewpublishing.com

Key Dates

Nominations open – 28th September 2023
Nominations close – 8th March 2024  (at midnight) – this has now been extended to the 15th March
Winners notified – April 2024
Public announcement and Gala Ceremony – 30th May 2024


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

Bobby Bok

Head of Sales & Business Development, Asia Pacific

Global Trading Network Group (GTN)

Bobby is a seasoned business leader with over 16 years of experience in the financial information and wealth solutions industry. As the Head of Sales, Asia Pacific at GTN, Bobby […]

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 […]

Danny Jones

Founding Partner

Huddleston Jones

As a Founding Partner at Huddleston Jones, Danny leads their retained search practice, specializing in Private Wealth Management across Asia Pacific and the Middle East. Prior to his executive search […]

David Wilson

APAC Wealth Management Lead


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. […]

Denis MIles-Vinall


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 […]

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 […]

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)


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 […]

Richard Grasby



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 […]

Suzanne Johnston


Stephenson Harwood

Suzanne is a UK tax, private wealth, trusts and estate planning lawyer based in Stephenson Harwood’s Singapore office. She has extensive experience in complex cross-jurisdictional trust and estate planning. Suzanne […]

Panos Archondakis

Vice President, Global Head of Banking and Wealth Management


Panos Archondakis is responsible for shaping and developing EPAM’s strategy for Banking and Wealth Management, tailoring EPAM services and solutions specifically for the industry while also working directly with clients […]

Jarrad Brown

Financial Planner

Global Financial Consultants

Jarrad Brown is the Australian Expat specialist Senior Financial Adviser with Global Financial Consultants. With the firm first opening its doors in Sydney in 1997, and in Singapore in 2003, […]

Shawn Wang

Director, Head of Trust Services and Resident Manager


Shawn is the Head of Trust Services at Ocorian Singapore Trust Company (OSTC), leading the private clients’ team that oversees the management of fixed and discretionary trusts, purpose trusts, private […]

Anand Radhakrishnan

Head of Digital Products

Franklin Templeton Investments

Anand Radhakrishnan is the Head of Digital Products with Franklin Templeton Investments and is responsible for researching and building digital investment products offered globally including the flagship product the “Goals […]

Jason Lai

CEO, Asia for Wealth Management

Schroders Wealth Management Asia

Jason joined Schroders in 2019 as CEO, Asia for Wealth Management, where he is responsible for the management and overall strategic development of the business across the region, and where […]

Rachel Yao


Carey Olsen

Rachel is counsel in Carey Olsen’s Singapore office and leads the firm’s trusts and private wealth practice in Asia. She has particular experience advising high net worth individuals and ultra-high […]

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 […]

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 […]

Ian Pollock

Senior Advisor

STS Capital Partners

Ian has held various senior regional management roles at Julius Baer, HSBC Private Bank, ABN AMRO Bank, Republic National Bank of New York and VP Bank. He has extensive experience […]

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


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


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 […]


The submission process for the Twelfth Annual WealthBriefingAsia Awards 2024 is now unfortunately closed. For any questions, please contact rachel.fokes@clearviewpublishing.com

About our Sponsors

Category Sponsors

Executive Search Partner


The Fullerton Hotel Singapore

Address: 1 Fullerton Square Singapore 049178

Charity Partners

Previous Winners



Best Overall Asia Private Bank
Bank of Singapore



Overall South-East Asia Private Bank
Maybank Private Singapore

Billionaire Team
Farro Capital

Wealth Planning Team
LGT Private Banking

Pure Play Private Bank

Boutique Private Bank
Bordier & Cie (Singapore)

Investment Management Platform
BNP Paribas Wealth Management

Discretionary Portfolio Management Provider (Pan-Asia)
BNP Paribas Wealth Management

Customer Facing Digital Capabilities
HSBC Global Private Banking

Innovative Client Solution
BNP Paribas Wealth Management

Market Team – Indonesia
Bank of Singapore

Market Team – Vietnam
Bank of Singapore

Market Team – Thailand
Bank of Singapore



Private Bank or Wealth Manager (Singapore)
Union Bancaire Privée

Wealth Planning Solution (Singapore)

Best Domestic Bank – India
360 ONE Wealth

External Asset Manager (India)
Waterfield Advisors

Emerging Wealth Manager (India)
InCred Wealth



Independent Wealth Manager (South-East Asia)

Fund Manager (South-East Asia)
Milltrust International Group

Alternative Investment Manager (South-East Asia)
Indosuez Wealth Management

FX Solution Provider (South-East Asia)
Indosuez Wealth Management



Fund Manager (Greater China)
Milltrust International Group

Asset Management Firm Serving Family Offices and Private Banks (Greater China)
Milltrust International Group

Alternative Investment Manager (Greater China)
HSBC Global Private Banking

FX Solution Provider (Greater China)
Indosuez Wealth Management



Legal Team (South-East Asia)
Stephenson Harwood

Accountancy Team (South-East Asia)

Tax Team  (South-East Asia)

Independent Trust or Fiduciary Company  (South-East Asia)
Trident Trust

Institutional Trust or Fiduciary Company  (South-East Asia)

Estate Planning (South-East Asia)
Mishcon De Reya LLP



Legal Team (Greater China)

Tax Team (Greater China)

Independent Trust or Fiduciary Company (Greater China)
Intertrust Group (a CSC company)

Institutional Trust or Fiduciary Company (Greater China)
HSBC Trust & Fiduciary Services

Estate Planning (Greater China)
Zhong Lun Law Firm LLP



Best Fund Administrator Services and Innovative Solutions under $30 Billion (APAC)
The Ascent Group

Digital Customer Facing Innovation
HSBC Global Private Banking



Best Marketing or PR Campaign
Waterfield Advisors



Corporate Social Responsibility

Philanthropy Offering/Initiative of the Year

Most Promising New Entrant

Family Governance Services
Lombard Odier

Next-Gen Programme
Stephenson Harwood

Family Wealth Advisory Offering
Farro Capital

Regional Partnership
Lombard Odier

Overall ESG Offering
Lombard Odier

Overall Sustainability Offering

Overall Impact Investing Offering (Pan-Asia)
BNP Paribas Wealth Management

Overall Diversity & Inclusion Offering
Indosuez Wealth Management



Women in Wealth Management
TriLake Partners

Leading Individual (Advisor)
Global Financial Consultants Pte Ltd. – Jarrad Brown

Outstanding Contribution To Wealth Management (Individual)
Withersworldwide – Tim George

Thought Leadership (Individual)
Venn Link Partners – Cici Lu



Overall Asia WealthTech Provider

Onboarding Product
SS&C Advent

Client Lifecycle Management

CRM Provider
Wealth Dynamix

Portfolio Management
UBS Partner

Innovative Solution

Structured Products Solution
Leonteq Securities

NICE Actimize

Front Office

Data Provider
Refinitiv, an LSEG Business

Risk Monitoring and Management
LexisNexis Risk Solutions

Client Reporting
WIZE by TeamWork

Core Banking Software

Family Office Solution
WIZE by TeamWork

Cyber Security
LexisNexis Risk Solutions

Robo Product or Platform

EAM Platform
WIZE by TeamWork

Artificial Intelligence (AI) Application

Client Communication Solution or Tool

Digital Offering
Wealth Dynamix



Best Innovative Compliance Solution and RegTech Product (APAC)
The Ascent Group



Training Solution
Venn Link Partners



Growth/Business Development Strategy/Acquisition
Carret Private Capital Limited

Fintech Innovator of the Year
Micro Connect Investments

Leading Individual
Carret Private Capital Limited – Kenneth Kent Ho




Innovative Client Solution (Australasia)



Overall WealthTech Provider (India)

Innovative Client Solution (India)
Azentio Software

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