Overview

WealthBriefingAsia is excited to announce the launch of our inaugural awards program highlighting the importance of External Asset Managers to the wealth management industry in Asia.

Building on the success of our Swiss EAM Awards, the nomination process for the WealthBriefingAsia External Asset Management Awards 2022 is now open culminating in a celebratory cocktail event at The Mandarin Oriental, Singapore on 13th October 2022.

The categories for entry are focused around these main areas:

  • Pan-Asia
  • International
  • Regional
  • Team-Based
  • Specialist
  • Technology (both in-house and external)
  • Individual and Leadership

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 over 15 years and being responsible for several research report 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 2022.

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 - 21 February 2022
Nominations close - 7 July 2022 (at midnight)
Winners notified - 1 August 2022
Public announcement of winning entries - 13th October 2022
Awards presentation - 13th October 2022

Judges

WealthBriefing’s global awards program is built on the independence of our judges.

The judges for WealthBriefingAsia’s External Asset Management Awards 2022 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 Advisor Panel

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 […]

Dr Markus Wolf

Head of Intermediaries

VP Bank

Markus Wolf is Head of Intermediaries for VP Bank Ltd Singapore Branch. In this role, he leads and develops the bank’s flagship business for intermediary clients in the region. Prior […]

John Hanafin

CEO

Huriya Private

John Hanafin is a financier, investor, deal maker and established Huriya Private after 15 years in financial services in the Middle East. A focused professional with entrepreneurial drive and a […]

Kaushiq Kodithodika

Regional Sales Director for MENA & APAC

SS&C Advent

Kaushiq Kodithodika is Regional Sales Director for MENA & APAC at SS&C Advent. Kaushiq joined SS&C Advent in 2006, has more than 15 years of direct sales experience in the […]

Lim Li Li

Head of Global Investors & Family Offices (GIFO) & Head of B2B/Independent Asset Managers (IAM)

Bank of Singapore

Li Li is responsible for driving the strategic direction, growth and transformation of the Bank’s Family Offices as well as its B2B businesses globally. As part of her mandate to […]

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 […]

Maurice Troesch

Head of External Asset Managers, Asia Pacific

Lombard Odier

Maurice Troesch is Head of External Asset Managers, Asia-Pacific for Lombard Odier. He joined Lombard Odier in March 2016 as a Business Developer for the External Asset Management business in […]

Oliver Balmelli

Deputy CEO & Head of Private Banking

EFG Private Bank

Oliver is the Deputy CEO and Head of Private Banking of EFG Singapore. He is a senior banker and business leader with almost 30 years of industry experience. Oliver’s success […]

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 […]

Sean Coughlan

Managing Director

Trident Trust

Trident Trust is a leading independent provider of corporate, fiduciary and fund administration services, employing over 900 staff globally who work with leading financial institutions, professional advisors, EAM’s, family offices […]

Shiladitya Choudhuri

Managing Director, Team Head

CA Indosuez

Shiladitya Choudhuri is Managing Director, Market Head of External Asset Manager & Multi Family Office Business at Indosuez in Singapore Branch. A veteran of the bank, Shiladitya has been Managing […]

Stefan Wagner

Head of Business Development

vestr

Stefan started his career as a derivatives structurer in 1994 and established the European exotic options trading desk of a leading global bank. He ran one of the most active […]


Categories

The submission process for The WealthBriefingAsia External Asset Management Awards 2022 is now unfortunately closed. For any questions, please contact rachel.fokes@clearviewpublishing.com

Awards Winners Supplement


About our Sponsors

Trust Partners


Technology Sponsors


Digital Asset Sponsors


Supporting Association Sponsors


Bank Partner Sponsors


Category Sponsors


Sponsors Videos

Venue

Mandarin Oriental, Singapore

Address: 5 Raffles Avenue Marina Square, Singapore 039797

Winners

Pan-Asia Categories (Company) 

Overall External Asset Manager (EAM)
Carret Private Capital Limited

Assets Under US$ 500 Million AuM
Marcuard Heritage (Singapore) Pte Ltd.

Assets Between US$ 1 Billion And US$ 5 Billion AuM
Azimut Investment Management Singapore

Growth Strategy
Fargo Wealth Group

Newcomer
Blackhorn Wealth Management Limited

International Categories (Company)

Servicing Mainland China Based Clients
Fargo Wealth Group

Servicing Japanese Clients
TriLake Partners

Servicing European Clients
TriLake Partners

Servicing GCC Clients
Efinity Capital

Servicing Clients From Vietnam
C99 Asset and Capital Management JSC

Servicing Clients From Singapore
Azimut Investment Management Singapore

 

Regional Categories (Company)

Based in Hong Kong
Blackhorn Wealth Management Limited

Based in Singapore
Eightstone Oclaner Pte. Ltd.

Team-Based Categories

Investment Process
Schroders Wealth Management

Portfolio Management
Marcuard Heritage (Singapore) Pte Ltd.

ESG/Sustainability Investment Strategy
Schroders Wealth Management

Client Service
Crossinvest (Asia)

Wealth Planning
Sunline Wealth Management

Diversity Programme
Fargo Wealth Group

 

Technology Categories (In-House)

Innovative Use of Technology
Crossinvest (Asia)

Client Reporting
Efinity Capital

Client Communications
Waterfield Advisors

Overall Digital Engagement
Crossinvest (Asia)

 

Technology & External Supplier Categories

Portfolio Management Solution
Sunline Wealth Management

Specialist Wealth Management Categories

Fund Selection/Asset Allocation Programme
Schroders Wealth Management

Next-Gen Programme
Golden Equator Wealth

Family Office Proposition
Taurus Wealth Advisors Pte Ltd.

Digital Assets Offering or Service
SingAlliance Pte Ltd

Thematic Investment Proposition or Strategy
Sunline Wealth Management

 

Leadership-Based Categories

Rising Star Under 40
Lynceus Partners – Patrick Chotard

Chief Executive Officer (CEO)
REYL Intesa Sanpaolo – Antoine Denaiffe

Outstanding Contribution to Singapore Wealth Management
TriLake Partners – Lucie Hulme

Lifetime Achievement
SingAlliance Pte Ltd – Thierry Beck


Winners Videos

Frequently Asked Questions

Q) Do I/my firm need to be a subscriber to WealthBriefingAsia?

A) No, this program is open to all relevant firms.

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 package should you be successful. This includes the option of tickets to attend the gala event.

Q) Is the process open to firms that are not active within the Asia region?

A) The judges will only consider submissions from firms that are 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 and the 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 collect your details and only share submissions with the judges’ team responsible for judging those particular categories. We ensure that there is no conflict of interest with the judges’ team before sharing entrants’ details. All our judges have signed a Non-Disclosure Agreement.

Q) My submission is likely to be longer than the 1000-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.