Overview

A warm welcome to the WealthBriefingAsia Awards 2019. Nominations are now open and we look forward to seeing old and new faces taking part in this prestigious event.

For those new to the awards, the categories are focused around three main areas:

  • Experts (individuals and teams)
  • Products
  • Services for wealth managers and clients/institutions of all sizes and types

As in previous years, independence, integrity and genuine insight will be the watchwords of the judging process and will be conducted by an expert panel drawn from both private banks and trusted advisors/consultants to the sector.

To avoid any conflict of interest we have two judging panels. One panel of bankers who judge the trusted advisor categories. Another panel of trusted advisors who are responsible for judging the banking categories.

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

We very much hope you take part and look forward to seeing you at the 2019 awards ceremony.

Key Dates

  • Nominations close 20 February 2019 (at midnight)
  • Judges meeting 25 March 2019 (from 12 noon)
  • Shortlist announcement 1 April 2019
  • Awards dinner 30 May 2019 (from 7.00pm)

Judges

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 […]

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

A founding partner in Huddleston Jones, Danny leads the group’s retained search practice focused on the traditional private wealth management markets of Asia Pacific and the Middle East. Danny has […]

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. […]

Fernando Gandolini

Partner

Withers KhattarWong

He advises on US and international tax and estate planning for high net-worth individuals, trusts and estates. Fernando’s area of focus includes working with international families and successful entrepreneurs 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 […]

Michael Olesnicky

Special Advisor

Baker & McKenzie

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 […]

Patrick Donaldson

Head of Market Development, Wealth Management – Asia Pacific & Japan

Refinitiv

Patrick is the head of market development, wealth management – Asia Pacific & Japan, for Refinitiv based in Singapore. His role is to ensure that Refinitiv’s products & services meet […]

Philippe A May

Managing Director, Head of Asia Pacific

Arton Capital

The Hon. Philippe A. May is a part of the inception of the Arton Capital office in Singapore and oversees the Asia Pacific Region. His career began as a portfolio […]

Philippe Legrand

CEO

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 […]

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 […]

Richard Grasby

Partner

Appleby

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 […]

Richard Weisman

Senior Tax Partner (Hong Kong)

Baker & McKenzie

Mr. Weisman has occupied various leadership positions within the Baker McKenzie, including as Head of Baker McKenzie’s Global Tax Practice Group and as a member of Baker McKenzie’s Global Executive […]

Rohit Bhuta

Chief Executive Officer

Crossinvest (Asia)

Rohit Bhuta, CEO, Crossinvest (Asia) Pte Ltd, a family owned independent asset management company with a 10 year presence in Asia. Crossinvest is headquartered in Lugano. Rohit has more than […]

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 […]

Susan Collins

Consultant

Stephenson Harwood

Valérie Mantot

Regional Managing Director - APAC

Apex Group

Valérie is head of CRM –Asia Pacific based in Singapore and has overall responsibility for business development and the services delivery for the Asia and MENA region. Prior to joining […]

William Ahern

Principal

Family Capital Conservation

William Ahern established Family Capital Conservation in 2008 to focus on providing independent strategic advice to families and intermediaries in complex tax succession and legacy planning. The firm is founded […]


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 […]

Bernard Rennell

Principal

Intergen Capital Partners Limited

Bernard, a former lawyer, has extensive experience in wealth structuring, corporate and family governance, corporate finance and financial markets. Before taking up his current role, Bernard was the global head […]

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 […]

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 2015. Rolf joined […]

Simon Ng

Managing Director, Hong Kong Branch

Bank J. Safra Sarasin Ltd

Simon is a veteran wealth planner and private banker with more than 25 years of experience in wealth planning, trustee administration and private banking. Previously he was the Managing Director, […]

Vicky Wong

Managing Director and Head of Key Client Solutions

LGT Bank (Hong Kong)

Vicky Wong is head of key client solutions with LGT Bank in Hong Kong where she is responsible for assisting Asian-based clients with the non-investment aspects of their wealth planning. […]

Yolande Escher

Regional Managing Director, Head of Greater China

BNY Mellon Wealth Management

Yolande Escher is regional managing director, head of Greater China for BNY Mellon Wealth Management based in Hong Kong. In this role she manages the bank’s bespoke portfolio management proposition, […]

Awards Winners Supplement


About our Sponsors

Featured Sponsors

Headline Sponsor


Sponsors


Venue

The Westin Singapore

Address: 12 Marina View, Asia Square Tower 2, Singapore, 018961, Singapore

Telephone: (65) 6922 6888

Winners

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (TECH VENDORS ONLY)

RISK MANAGEMENT

WINNER
KlarityRisk

FRONT OFFICE SOLUTION

WINNER
SS&C Advent

TRANSACTION PROCESSING SOLUTION

WINNER
ERI Banking Software

PORTFOLIO MANAGEMENT

WINNER
SS&C Institutional and Investment Management

CLIENT REPORTING

WINNER
FundCount

COMPLIANCE

WINNER
Refinitiv

CRM SYSTEM

WINNER
Wealth Dynamix

OUTSOURCING SOLUTION

WINNER
SS&C Advent

DATA PROVIDER

WINNER
FACTSET

CLIENT ACCOUNTING

WINNER
FundCount

ONBOARDING

WINNER
Appway

INNOVATIVE CLIENT SOLUTION

WINNER
IMTF Banking Software

CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION

WINNER
Wealth Dynamix

INDIAN FINTECH SOLUTION

WINNER
Valuefy

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (IN-HOUSE SOLUTIONS ONLY)

INNOVATIVE CLIENT SOLUTION

WINNER
BNP Paribas Wealth Management

MARKETING/PR CATEGORIES

BEST MARKETING OR PR CAMPAIGN

WINNER
Indosuez Wealth Management

PRIVATE CLIENT CATEGORIES  - GREATER CHINA

LEGAL TEAM – GREATER CHINA

WINNER
Withersworldwide

TAX/ACCOUNTANCY TEAM – GREATER CHINA

WINNER
Baker McKenzie

INDEPENDENT TRUST OR FIDUCIARY COMPANY – GREATER CHINA

WINNER
Intertrust

INSTITUTIONAL TRUST OR FIDUCIARY COMPANY – GREATER CHINA

WINNER
BMO Private Bank

ESTATE PLANNING – GREATER CHINA

WINNER
Stephenson Harwood

MANAGEMENT CONSULTANCY – GREATER CHINA

WINNER
London and Capital Asia

PRIVATE CLIENT CATEGORIES – SOUTH-EAST ASIA

LEGAL TEAM – SOUTH-EAST ASIA

WINNER
Baker McKenzie Wong & Leow

TAX/ACCOUNTANCY TEAM – SOUTH-EAST ASIA

WINNER
BDO

INDEPENDENT TRUST OR FIDUCIARY COMPANY – SOUTH-EAST ASIA

WINNER
Trident Trust

ESTATE PLANNING TEAM – SOUTH-EAST ASIA

WINNER
Withers KhatterWong

INVESTMENT MANAGEMENT CATEGORIES – SOUTH-EAST ASIA

INDEPENDENT WEALTH MANAGER  - SOUTH-EAST ASIA

WINNER
Golden Equator Wealth - Winner
Taurus Wealth Advisors – Highly Commended

FUND MANAGER – SOUTH-EAST ASIA

WINNER
Ensemble Capital

EXTERNAL ASSET MANAGEMENT PLATFORM AND OFFERING – SOUTH-EAST ASIA

WINNER
EFG Bank AG

BEST ASSET MANAGEMENT FIRM SERVING FAMILY OFFICES AND PRIVATE BANKS  - SOUTH-EAST ASIA

WINNER
Milltrust International Group

ALTERNATIVE INVESTMENT MANAGER – SOUTH-EAST ASIA

WINNER
UOB Alternative Investment Management

FX SOLUTION PROVIDER – SOUTH EAST ASIA

WINNER
Indosuez Wealth Management

INVESTMENT MANAGEMENT CATEGORIES – GREATER CHINA

INDEPENDENT WEALTH MANAGER – GREATER CHINA

WINNER
Raffles Family Office

FX SOLUTION PROVIDER – GREATER CHINA

WINNER
Refinitiv

SPECIAL WEALTH MANAGEMENT CATEGORIES

INTERNATIONAL FINANCE CENTRE

WINNER
Jersey

WEALTH PLANNING TEAM

WINNER
HSBC Private Banking

PHILANTHROPY OFFERING/ INITIATIVE OF THE YEAR

WINNER
BNP Paribas Wealth Management

MOST PROMISING NEW ENTRANT

WINNER
LGT Private Banking Asia

BEST M&A ADVISOR

WINNER
Appleby

EXCELLENCE IN SERVICING NORTH AMERICAN CLIENTS (SUPPORTED BY FAMILY WEALTH REPORT)

WINNER
Stephenson Harwood

PRIVATE BANKING CATEGORIES – SOUTH-EAST ASIA

BEST DOMESTIC PRIVATE BANKING SERVICES - INDIA

WINNER
Waterfield Financial and Investment Advisors

BEST INDIA-BASED TECHNOLOGY FIRM

WINNER
Valuefy

BEST PRIVATE BANK FOR FAMILY GOVERNANCE SERVICES IN SEA

WINNER
LGT Private Banking Asia

NRI OFFERING

WINNER
Credit Suisse

PRIVATE BANK – CUSTOMER FACING DIGITAL CAPABILITIES

WINNER
BNP Paribas Wealth Management

PRIVATE BANK – BEST CREDIT PROVIDER

WINNER
BNP Paribas Wealth Management

BEST PRIVATE BANK – INVESTMENT MANAGEMENT PLATFORM

WINNER
EFG Bank AG

BEST PRIVATE BANK – CLIENT SERVICE

WINNER
Bordier

BOUTIQUE PRIVATE BANK

WINNER
Union Bancaire Privee

PURE PLAY PRIVATE BANK

WINNER
Lombard Odier

UHNW TEAM

WINNER
Citi Private Bank

OVERALL BEST ASIA PRIVATE BANK

WINNER
HSBC Private Banking

LEADERSHIP CATEGORIES

WOMEN IN WEALTH MANAGEMENT (COMPANY CONTRIBUTION)

WINNER
Waterfield Financial and Investment Advisors

WOMEN IN WEALTH MANAGEMENT (INDIVIDUAL CONTRIBUTION)

WINNER
Waterfield Financial and Investment Advisors – Sadaf Behbahany

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY)

WINNER
Herbert Smith Freehills

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (INDIVIDUAL)

WINNER
Crossinvest – Rohit Bhuta

LEADING INDIVIDUAL (ADVISOR)

WINNER
BDO – Kylie Luo

LEADING INDIVIDUAL (BANKER)

WINNER
Indosuez Wealth Management – Pierre Masclet

LIFETIME ACHIEVEMENT

Balakrishnan Kunnambath
Credit Suisse


Photographs