Overview

A warm welcome to the WealthBriefingAsia Awards 2020. The submission process is now unfortunately closed, but as in previous years we have received an overwhelming response from organisations hoping to win an award in their category.

For those new to the awards, the categories are focused broadly around the following areas covering wealth management excellence within South-East Asia:

  • Private Banking Categories
  • Individual Countries (Within the Region) Categories
  • Investment Management Categories
  • Private Client Service Provision Categories
  • Technology and Other Service Provision Categories
  • Individual, Leadership and Team CategoriesSpecialist Categories

In addition we will be awarding the following accolade:

  • Best Overall Asia Bank

This year we are also awarding some categories covering the Greater China region.

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.

 

Key Dates

  • Nominations now closed
  • Notification to Award Winners from 14 April 2020
  • Public announcement on 1 June 2020

Judges

Trusted Advisors

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. […]

Katie Graves

Partner

Withers

Katie moved from the London office to Hong Kong in 2010. Her practice involves tax, trust and estate planning for wealthy international families. She has particular expertise in assisting clients […]

Madame Wang

CEO

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 […]

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 […]

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 Carroll

Head of Market development, Wealth, Asia Pacific

Refinitiv

Steven Carroll is the head of market development, wealth, Asia Pacific, for Refinitiv, formerly the financial and risk business of Thomson Reuters. Based in Singapore, Steven is responsible for Refinitiv’s […]

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 […]

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 […]


Bankers

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, […]

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, […]

Categories

Entries for this year's awards are now closed.  The Winners have now been publicly announced.

Awards Winners Supplement


About our Sponsors

Headline Sponsor


Gold Sponsors


Category Sponsors


Charity


Here is a selection of some of our global charity partners that we supported through our previous awards programs.

Winners

Private Banking Category (Pan Asia)

Best Overall Asia Private Bank
UBS

Private Banking Categories (South East Asia)

Best South-East Asia Private Bank
Citi Private Bank

Best UHNW Team
BNP Paribas Wealth Management

Best Pure Play Private Bank
Lombard Odier

Best Boutique Private Bank
Union Bancaire Privee

Best Private Bank- Client Services
Lombard Odier

Best Private Bank - Investment Management Platform
Indosuez Wealth Management

Private Bank - Best Credit Provider
BNP Paribas Wealth Management

Private Bank - Best Customer Facing Digital Capabilities
Standard Chartered Private Bank

Best Private Banking NRI Offering
BNP Paribas Wealth Management

Best Singapore Market Team
EFG Bank AG

Country-Based Private Banking Categories

Best Domestic Private Bank - India
Waterfield Advisors

Best Based Technology Firm - India
Valuefy Solutions Private Limited

Best Domestic Private Bank - Malaysia
UOB Private Bank

Investment Management Categories (South East Asia)

Best Independent Wealth Manager
Schroders Wealth Management

Best Fund Manager
Indosuez Wealth Management

Best External Asset Management Platform & Offering
Bank Julius Baer

Best Asset Manager Serving Family Offices & Private Banks
Crossinvest

Best Alternative Investment Manager
The Watch Fund

Best Platform Provider
Refinitiv

Best FX Solution Provider
Indosuez Wealth Management

Investment Management Categories (Greater China)

Best Independent Wealth Manager
LCA Solutions

Best Alternative Investment Manager
Indosuez Wealth Management

Best Platform Provider
Citi Private Bank

Best FX Solution Provider
Refinitiv

Marketing/PR Category (Pan Asia)

Best Marketing or PR Campagin
UOB Private Bank

Private Client Categories (South East Asia)

Best Legal Team
Baker & Mckenzie Wong & Leow

Best Tax Team
BDO

Best Accountancy Team
Rawlinson & Hunter

Best Independent Trust or Fiduciary Company
Trident Trust

Best Institutional Trust or Fiduciary Company
Butterfield Trust (Asia) Limited

Best Estate Planning Team
Baker & Mckenzie Wong & Leow

Private Client Categories (Greater China)

Best Legal Team
Stephenson Harwood

Best Independent Trust or Fiduciary Company
Intertrust Hong Kong

Best Institutional Trust or Fiduciary Company
BMO Private Bank

Best Estate Planning Team
Withers Khattarwong

Best Management Consultancy
LCA Solutions

Wealth Management Technology Categories (Pan Asia)

Best Front Office Solution
Finantix

Best Transaction Processing Solution
Avaloq

Best Portfolio Management Solution
SS&C Advent

Compliance
ERI Bancaire

Best Client Reporting Solution
FactSet

Best CRM Solution
Wealth Dynamix

Best Outsourcing Solution
Avaloq

Best Data Provider
Refinitiv

Best Client Accounting Solution
FundCount

Best Risk Profiling Solution
KlarityRisk

Best Risk Management Solution
KlarityRisk

Best Onboarding Solution
Temenos

Most Innovative Client Solution
Tradesocio

Best Change Management Process or Solution Implementation
Appway

Most Innovative Fintech Solution
Contemi Solutions

Best Fund Administrator Services and Technology Solution APAC
Ascent Fund Services

Special Wealth Management Categories (South East Asia)

Best Corporate Social Responsibility/Diversity
Lombard Odier

Best International Finance Centre
Jersey Finance

Best Wealth Planning Team
HSBC

Best Philanthropy Offering/Initiative of The Year
BNP Paribas Wealth Management

Most Promising New Entrant
The Global CIO Office

Best M&A Advisor
LCA Solutions

Excellence in Servicing North American Clients
Withers KhattarWong

Private Banking Employer of The Year
Lombard Odier

Best Wealth Management M&A Deal
Schroders Wealth Management

Best Private Bank for Family Governance Services
HSBC

Best Next-Gen Programme
BNP Paribas Wealth Management

Best Family Wealth Advisory Offering
Withers KhattarWong

Best Governance Services for Families
Waterfield Advisors

Editors Award for Outstanding Contribution to Asian Family Office Development
Citi Private Bank

Editors Award for Outstanding Vietnam Business Development Initiative
Bordier & Cie

Management Consultancy Categories (Pan Asia)

Best Consultancy in Wealth Management (Technology)
Orbium, Part of Accenture Wealth Management

Best Consultancy in Wealth Management (Non-Technology)
Synpulse Management Consulting

Leadership Categories (South East Asia)

Women in Wealth Management (Company)
BDO

Women in Wealth Management (Individual)
Dawn Quek - Baker & Mckenzie

Outstanding Contribution to Wealth Management Thought Leadership (Company)
Standard Chartered Private Bank