A warm welcome to the WealthBriefingAsia Awards 2020. Nominations are now open and we look forward to seeing old and new faces taking part in this prestigious event.
- 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 Categories
- Specialist Categories
- Best Overall Asia Bank
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 2020 awards ceremony.
- Nominations close 13 March 2020 at midnight
- Judges decisions 27 March 2020
- Winners notified the week beginning 30 March 2020
- Awards dinner 28 May 2020 (drinks from 6.30pm)
There will be two judging panels for the awards. A panel of trusted advisors who will be responsible for judging the private banking categories. A second panel of private bankers will judge the trusted advisor categories. This is to ensure that commercially sensitive information is kept confidential and to avoid conflicts of interest.
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
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 relation¬ship management, business and financial planning, training and development, strategy, business development and marketing com-munications in both Europe and Asia. He was also managing director for Solution Providers Management Consulting, leading its growth in Asia Pacific, specifically Singapore.
Chief Executive Officer
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.
Head of Market Development, Wealth Management – Asia Pacific & Japan
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 the needs and expectations of wealth management customers by identifying, developing and launching news, analytics, risk and workflow solutions to the wealth management community across all asset classes and segments. Patrick joined the financial & risk division of Thomson Reuters in 2014, which became Refinitiv in October 2018.
Previously Patrick worked within the private banking industry in Singapore as head of the European desk at Barclays Wealth and head of private banking at VP Bank (Singapore). He moved to Singapore in 2008 from London where he was a team leader for Barclays Wealth.
CEO and Co-Founder
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.
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 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.
Antoinette is a partner in PwC Hong Kong’s financial services practice and currently leads its private banking group. She has over 20 years of professional experience in Hong Kong and New Zealand and works with many leading multinational banks. She has extensive experience on industry developments and challenges faced by private banking clients. Antoinette leads a number of statutory audits for local and international private banks. She has also led a number of advisory projects with private banking clients, including KYC/AML reviews, governance reviews, business risk management reviews, regulatory reviews and integration assistance. Antoinette is a member of the accreditation & exemption committee of the Private Wealth Management Association in Hong Kong.
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.
Director and Head of MENA
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 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 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.
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.
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
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.
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.
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.
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 over 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”.
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.
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).
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.
The Westin Singapore
Address: 12 Marina View, Asia Square Tower 2, Singapore, 018961, Singapore
Telephone: (65) 6922 6888