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.

The date of the ceremony has been moved from its traditional date in May/June to November this year, and we hope to be able to yet again welcome all our friends from the wealth management industry to this special occasion as usual.

Key Dates

  • Nominations now closed
  • Notification to Award Winners from 14 April 2020
  • Public announcement on 1 June 2020
  • Awards gala dinner Thursday 5 November 2020 (drinks from 6.30pm)

Judges

Trusted Advisors

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 on Bill’s 20 years experience in Hong Kong and across Asia in the areas of complex tax, succession and legal issues.

Bill’s early career was formed at Hong Kong law firm, Deacons, before he moved to Brisbane. He returned to Hong Kong in 1999 to work in a private client law firm, becoming a director of trust and legal affairs at an international trust company after that. He was managing partner at HSBC’s private bank’s tax advisory arm until 2008.

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 such as global head of business management for ANZ Private Bank in Australasia, where he defined and delivered the strategic and operational needs for the business.

Previously Mario worked for leading wealth managers such as Vontobel, Credit Suisse and Deutsche Bank, holding positions across a variety of disciplines including relationship management, business and financial planning, training and development, strategy, business development and marketing communications in both Europe and Asia. He was also managing director for Solution Providers Management Consulting, leading its growth in Asia Pacific, specifically Singapore.

He wrote and published his Ph.D. thesis about the supervision of External Asset Managers [EAM] in Switzerland (“Der bankunabhängige Vermögensverwalter: Analyse des Handlungsbedarfs einer möglichen Aufsicht unter Berücksichtigung des amerikanischen und englischen Rechts”), build up/out of various EAM desks in Switzerland and Singapore and serviced this segment.

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 25 years of industry experience. Prior to Crossinvest (Asia) Rohit worked with the Macquarie group for over 22 years in various capacities and geographies including Australia, Singapore, Malaysia, South Africa, Hong Kong and India. He has also worked in the UK and New Zealand during the early part of his career.

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 engagement with the Wealth Management and Private Banking communities, encompassing both digital and advisory solutions.

Previously, Steven was head of ASEAN for Refinitiv. Other previous roles include head of market development, investment & advisory, Asia Pacific and head of account management, StarMine, North America.

Steven has more than 20 years’ experience in financial markets, FinTech and information services.

Alain Esseiva

CEO and Co-Founder

Alpadis Group

Alain Esseiva is the co-founder and CEO of Alpadis Group. In his capacity of managing director he oversees, with the support of the experienced team, the operations of the Singapore office.

Alain brings over 30 years of combined experience in wealth planning, management and financing services. Prior to founding Alpadis Group, he worked for Ernst and Young, providing core audit and accounting services, and before that with several leading independent trust companies in Geneva.

Alain is a resident in Singapore and a Swiss national. He is an avid ultra-marathon runner, recently completing the Gobi March 2018 run, 250km across the Gobi Desert in six days.

Richard Grasby

Founder

RDG Fiduciary Services

Richard Grasby advises individuals, trustees and related entities on cross border private client issues. Richard has particular experience with offshore structures having worked previously for leading Cayman Islands / BVI law firms. Richard has been based in Hong Kong since 2009. Richard is the immediate past chair of the Hong Kong branch of STEP. He is admitted to practice in England and Wales and the British Virgin Islands. He was formerly admitted in the Cayman Islands.

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 with the establishment of private trust company structures and related fiduciary and governance issues. Katie has advised a number of families in relation to the creation and ongoing running of single-family offices.

In addition to this Katie advises UK expatriates, and Asian families with UK connections on their personal tax issues, and trustees on a range of matters including the consequences of holding UK assets or having UK resident beneficiaries.

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 an excellent understanding across a broad spectrum of disciplines within wealth management, delivering cross-border recruitment solutions whilst providing thematic industry research and market intelligence.

Prior to executive search, Danny’s experience within his area of specialty included work for an international wealth manager in Dubai, Tokyo and Johannesburg. Relocating to Asia in 2008, Danny has since led ‘front office’ search businesses in Hong Kong and Singapore, where he is recognized as one of the leading private banking and wealth management sector executive search specialists.

Professor Francis Koh

Vice-Provost (Special Projects)

Singapore Management University

Professor Francis Koh is vice-provost (special projects), a professor of finance (practice), and director of the MSc in wealth management programme at Singapore Management University.

Employed by the Government of Singapore Investment Corporation between 1994-2002, he was involved in investment projects in various countries, including China, Thailand and Indonesia.  He is active in consulting, executive development and public service. He was conferred with the Public Administration Medal (Silver) in 2013.

Professor Koh is widely and internationally published, and appears as a panelist on wealth management issues at many conferences. In 2012, Francis was awarded an honorary doctorate (honoris causa) in economics by the University of St Gallen.  In 2016, Francis was honoured with the lifetime achievement award by WealthBriefingAsia.

Philippe Legrand

CEO

LCA Solutions

Philippe is CEO and founding partner of London & Capital Asia, an award winning multi-family office that services high net worth clients as a one stop solution. Beyond a standard wealth management offering and corporate advisory solutions for the family business, LCA offers family governance guidance and also provides a forum to source answers to numerous non-financial issues (succession & generational transfer, legal structuring, immigration, family charters etc.).

Philippe has accumulated more than 30 years of senior management experience with international banks in private, corporate and investment banking.

Before founding LCA in 2010, he developed the Asian private banking platform for Rabobank/Sarasin in the late 1990s and subsequently headed the private banking North Asian operations of ABN AMRO. He was previously deputy CEO of BNP Paribas Wealth Management, North Asia, a group for whom he worked for over 13 years.

Based in Hong Kong since 1995 he has also worked in Europe, North America and India; Philippe is a regular speaker at wealth management and asset management conferences in Asia as well as being a judge for various awards within the industry.

Philippe won the Asian WealthBriefing 2017 Award for “Outstanding contribution to wealth management thought leadership”.

Valérie Mantot

Director and Head of MENA

Sanne 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 Sanne, Valérie worked for more than fifteen years as a corporate law and funds lawyer at leading law firms in Paris, Luxembourg and Dubai. She has gained considerable experience working with asset managers and family offices with respect to structuring their cross-border investments globally.

Michael Olesnicky

Special Advisor

KPMG

Michael is a special advisor with KPMG in Hong Kong.  He was previously the head of Baker & McKenzie’s Hong Kong/China and Asia tax groups before joining KPMG in October 2014.  Michael also focused on estate and succession planning for HNW individuals in Asia.  He has focused on Asia generally and Hong Kong specifically. He continues to focus on these practice areas at KPMG.

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 was the Asia head of wealth management for Mercer (2013-2017) and a director in EY Advisory (2008-2013). Over the course of his career, he has also worked in Citi Private Bank, IBM, PwC Consulting and Odyssey.

Madame Wang

CEO

Hywin Wealth

Madame Wang Dian is CEO of Hywin Wealth, the leading independent wealth manager from China with 2,300 staff serving 100,000 HNW clients across 150 locations in Mainland China, HK, UK, and US.

Madame Wang Dian is seen as one of the leading figures shaping Greater China’s wealth management industry. Her philanthropic passions and cultural pursuits also set the benchmark for China’s entrepreneurial classes.

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 of their bi-annual Wealth Management Report. Bruce is now CEO of Weatherill Consulting providing advice on client centricity and wider strategic matters to wealth managers. He is the author of The Value of Trust: the quest by Wealth Managers for Trusted Advisor status and a number of other thought leadership reports. Bruce is chairman of ClearView Financial Media and a non-executive of a number of companies including Fidelity Holdings UK, The Wisdom Council, ComPeer, JDX Consulting and Ten Group.

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 Committee. He is a frequent speaker on international tax issues, and is an active participant in internal and external programs, including those by Baker McKenzie and the Tax Executives Institute. Mr. Weisman is a governor of the American Chamber of Commerce in Hong Kong, and has also served on the Executive Committee of the Hong Kong branch of the International Fiscal Association.

David Wilson

SVP/Senior Director

United Overseas Bank (UOB)

David Wilson is part of UOB Group Process Excellence (GPE) where he identifies, scopes, and delivers bank-wide transformation to improve client experience and business productivity. Prior to joining UOB, David built and led Capgemini’s Asia wealth management business, working with the senior leadership teams of the region’s wealth management firms on business growth, operational efficiency, and regulatory compliance. In addition to client engagements, he served as engagement manager for leading reports such as the World Wealth Report and Asia-Pacific Wealth Report. Previously, David was a strategy consultant for Capgemini consulting’s strategy and transformation practice. Prior to joining Capgemini in 2007, David worked for UBS Wealth Management and Merrill Lynch global private client group, and played professional basketball in Toulouse, France

Bankers

Arjan de Boer

Head of Markets, Investments and Structuring Asia

Indosuez Wealth Management

Arjan’s career started with Hollandsche Bank Unie (HBU), serving private, corporate and institutional clients within a dealing room environment, and subsequently became head of treasury & special products private clients in the Netherlands.

He has over 14 years of experience with ABN AMRO Private Banking, of which more than 7 years in Asia: early 2006 he relocated to Singapore as regional head of treasury & special products and moved to Hong Kong in 2010 as head of private banking North Asia. Subsequently, he was appointed head of North Asia at ANZ Private Bank.

Early 2017 Arjan joined Indosuez Wealth management as head of markets & investment solutions Asia, based in Hong Kong.

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, trusted fiduciary services (for Cayman and US trust structures), as well as global family office services for Asia. Yolande’s clients include UHNWI from Hong Kong, China, Taiwan, Thailand and the Philippines.

Prior to moving to Hong Kong, Yolande was senior wealth director for Family Office Services at BNY Mellon based in London. While there she advised European, Middle Eastern and Asian family offices how to create operational efficiencies within a trusted, global custody relationship with the world’s largest custodian.

Rolf Gerber

Member of the Board of Directors

LGT Bank (Singapore)

Rolf Gerber lives in Singapore where he holds a number of board and industry council positions having retired after almost four decades in the finance industry at the end of 2015. Rolf joined LGT Bank in 2002 to establish a banking platform for the bank in Singapore. His last role was chairman of LGT Bank (Singapore). Before joining LGT he worked at UBS Investment Banking for over 20 years in various leadership positions in Zurich, London, Tokyo, Seoul, Hong Kong and Singapore.

Jacqueline Loh

Managing Director

Loh Family Office Limited

Ms. Loh has over 15 years experience in the tax and trust wealth planning industry. Her career began as a tax lawyer with the private client group of Baker & McKenzie in Hong Kong where she specialised in trust and tax planning for families with ties in Canadian, US and Hong Kong. Jacqueline was senior vice-president of private wealth solutions of HSBC Private Bank where her major duties included the day-to-day administration and management of trust relationships for HNW families in Hong Kong and Taiwan.

Ms Loh is the current chair of the Hong Kong branch of the Society of Trust and Estate Practitioners.

Simon Ng

Managing Director, Private Banking, North Asia and Wealth Solution, Asia

BMO (Bank of Montreal) Private Bank

Simon is one of the few Chinese speaking veteran trust specialists with over 22 years of experience in wealth planning, trustee administration and private banking. He had previously been the managing director and head of Royal Bank of Canada’s Wealth Management Trust - Asia for over 19 years and private banking Hong Kong for abut 16 years.

Simon is highly regarded in the industry and has won many industry awards during his professional careers. He is a chartered accountant, qualified in Canada and a member of the STEP. He was an executive committee member of the Hong Kong Trustee Association from 1996 to 2005, and its deputy chairman between 1999 and 2000. Simon’s experience has also embraced periods with HSBC Trustee International in Hong Kong, and Deloitte & Touche in Hong Kong and Vancouver, Canada.

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 of HSBC’s private trust and succession planning business and the regional head Asia-Pacific of HSBC Private Bank.

Bernard is past chairman of the private banking sub-committee of the Hong Kong Association of Banks, past chairman of the Hong Kong Branch of the Society of Trust and Estate Practitioners, past chairman of the Hong Kong Trustees' Association. He has also served as a member of the Financial Services Advisory Committee of the Hong Kong Trade Development Council, and as a member of the Joint Liaison Committee on Trust Law Reform (HK).

Anton Wong

Managing Director, Head of Key Client Group

BNP Paribas Wealth Management, Asia Pacific

Mr. Anton Wong is head of key client group, Asia Pacific for BNP Paribas Wealth Manage­ment. He joined the bank in October 2011. Based in Hong Kong, Anton leads the devel­opment of BNP Paribas Wealth Management’s key client strategy and platform in the region. He oversees the private bank’s cross-selling efforts with corporate & institutional bank and other métiers, as well as bringing cus­tomized propositions to best service BNP Paribas Wealth Management’s top cli­ents. As an extension of his responsibilities, Anton is also in charge of BNP Paribas Wealth Management’s annual next generation program and is a spokesperson for the bank’s Global Entrepreneur Report. He has been actively engaged in the promotion of the arts and inclusive activities for disabled artists through his involvement in local NGOs.

Categories

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

Headline Sponsors

Gold Sponsors

Category Sponsors

Venue

The Westin Singapore

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

Telephone: (65) 6922 6888

Charity

Cure Alzheimer’s Fund was established in 2004 to fund targeted research with the highest probability of slowing, stopping or reversing Alzheimer’s disease through venture based philanthropy. All organizational expenses are paid for by the Founders and Board, allowing all other contributions to be applied directly to Alzheimer’s Disease research. Our foundational research is focused on identifying all the genes and gene mutations that are linked to Alzheimer’s Disease.

Our values are deeply ingrained in the School. When they opened the school’s doors in 1968, our founding trustees envisioned a new and progressive institution, embedded within the real-world environment of a working hospital. They called for the levels of passion, inquiry, dedication, knowledge, leadership, and innovation for which the School is renowned.

Today, we train nearly 2,000 students and postdoctoral fellows each year, with several thousand faculty members in numerous clinical and basic science departments, multidisciplinary institutes and centers. Our NIH funding is among the highest nationwide. We have built inspirational leadership, a comprehensive infrastructure, strategic affiliates, and a solid support system, as we train health care leaders for the 21st century amid the vibrant and diverse city of New York.

Nerve Tumours UK provides support and information, as well as campaigns and raises awareness on behalf of over 26,500 people in the UK who have Neurofibromatosis (NF1 and NF2) and Schwannomatosis. We’re here to improve lives for people with nerve tumours, by making sure those affected have access to the help they require.


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

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

Headline Sponsors

Gold Sponsors

Category Sponsors