Overview

2014 saw the launch of the WealthBriefingAsia Hong Kong Awards as WealthBriefingAsia set to spread the word about the profession’s achievements to a wider audience. For 2015 the awards promise to attract in the region of 250 – 300 senior banking and wealth management professionals.

The awards are focused around three main category groupings:

  • experts (individuals and teams);
  • products and services for wealth managers and clients and institutions of all sizes and types.

Independence, integrity and genuine insight are the watchwords of the judging process. This involves specially convened panels of experts drawn from private banks and trusted advisors, and support by relevant third-party organisations.

Winning a WealthBriefingAsia award sets firms apart from their competitors and is a tangible demonstration that they have something special to offer, rewarding achievement, showcasing top class performance and innovation.

We look forward to receiving your entries and seeing you at the 2015 awards ceremony.

Judges

Trusted Advisor Panel

Antoinette Hoon

Partner

PwC

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 […]

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 […]

Christiaan De Bruyn

Director of Trust Services

Trident Trust

Christiaan De Bruyn is director of trust services for the Trident Trust Group in Hong Kong, a leading independent provider of corporate, fiduciary and fund administration services with offices in […]

Jonathan Hollands

Managing Director

Carraway Group

Jonathan Hollands is an experienced execu­tive search professional and as managing director of Carraway Group covers all areas of the wealth management sector across the Asia-Pacific region. Jonathan began his […]

Martin Crawford

Chief Executive Officer

Vistra

Martin joined Offshore Incorporations as chief executive officer in 2009 and led the company’s successful merger with Vistra, a leading provider of fund administration, trust and corporate services in Europe […]

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 […]

Mimi Hutton

Of Counsel

Withers

Mimi Hutton has over 30 years experience advising in Asia on charities and philanthro­py matters, and US and Hong Kong trust and tax affairs for individuals, families and financial institutions. […]

Patrycja Oselkowska

Executive Director

EY

Patrycja is an executive director in EY’s financial advisory practice, specialising in digital transformation. She has over 14 years of work experience with focus on digital, customer experience, and multi-channel […]

Philip Marcovici

Offices of Philip Marcovici

Philip Marcovici is retired from the practice of law and consults with governments, financial institutions and global families in relation to tax, wealth management and other matters. Philip was the […]

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 […]

Reto Merazzi

General Manager, APAC Region

Appway

As general manager for Appway across the APAC region, Hong Kong-based Reto Merazzi has more than 20 years’ experience in the international banking sector. Reto’s career began in his native […]

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 Norridge

Partner & Head of Private Wealth – Asia

Herbert Smith Freehills

As head of Herbert Smith Freehills’ private wealth practice in Asia, Richard acts for HNW individuals, their families, private banks and other advisors across Asia on a range of contentious and […]

Samantha Bradley

Branch Chair

STEP, Hong Kong

Samantha Bradley’s extensive experience in the wealth management sector began in Allen & Overy’s private client department in 1995. She moved to a family office as lead lawyer in 2002 […]

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

Tim Gibson-Tullberg

Head of Global Private Wealth Management

Sheffield Haworth

Tim Gibson-Tullberg is head of global private wealth management for Sheffield Haworth, a financial services executive search business which acquired his search business in London, Singapore and Geneva in 2012. […]

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 […]

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 […]

Eva Law

Founder and Chairman

Association of Family Office, Asia and Association of Private Banks, Greater China Region

Ms. Eva Law is a seasoned professional in asset management, private equity and wealth management, having diversified knowledge and experience in running multi-lines of business. She specialized in serving ultra […]

Ian Pollock

Regional Head of Private Bank International, North Asia

ABN AMRO Private Banking

Ian joined ABN AMRO Private Banking in April 2013 as regional head of private bank international, North Asia. As a member of the Bank’s private banking management team for Asia […]

Jeroen Kwist

International Head of Wealth Management

BNY Mellon International Wealth Management

Jeroen Kwist is the managing director responsible for BNY Mellon International Wealth Management’s APAC and European regions. As such he oversees the firm’s current business activity while also leading the […]

Joseph Tam

Executive Vice President, Head of Private Banking & Wealth Management

Wing Lung Bank

Joseph Tam joined Wing Lung Bank in May 2014 as the head of private banking & wealth management. Joseph is responsible for the management and development of the overall private […]

Sally Wong

Chief Executive

Hong Kong Investment Funds Association

Sally Wong is chief executive officer of the Hong Kong Investment Funds Association, a non-profit-making organization that represents the fund management industry in Hong Kong. She represents the industry in […]

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. […]

Categories

PRIVATE BANKING CATEGORIES (HONG KONG)

DOMESTIC CLIENTS TEAM Awarded to: Teams whose clients are domiciled in the jurisdiction in which the bank operates. Focus can be either on HNW or UHNW individuals. INTERNATIONAL CLIENTS TEAM Awarded to: Teams whose clients are NOT domiciled in the jurisdiction in which the bank operates. Focus can be either HNW or UHNW. HNW TEAM Awarded to: Teams who look after clients with under USD30 million with the bank. UHNW TEAM Awarded to: Teams who look after clients with over USD30 million with the bank. BOUTIQUE PRIVATE BANK Awarded to: A stable and independent pure play private bank providing diverse and innovative wealth management services at the core of its business. WEALTH PLANNING TEAM Awarded to: Teams which are dedicated to clients’ tax, trust and wealth structuring issues.

PRIVATE BANKING CATEGORIES GREATER CHINA (EXCLUDING HONG KONG)

PRIVATE BANK - CHINA Awarded to: Local or international private bank with operations in China. PRIVATE BANK - TAIWAN Awarded to: Local or international private bank with operations in Taiwan

PRIVATE BANKING CATEGORIES GREATER CHINA

PRIVATE BANK - GREATER CHINA Awarded to: Local or international private bank with operations in Hong Kong, China and Taiwan.

INVESTMENT MANAGEMENT CATEGORIES GREATER CHINA

INDEPENDENT WEALTH MANAGER Awarded to: This award seeks to recognise independent wealth managers operating in the Asia-Pacific region which have a demonstrably client-focused model and which are innovators in the space. Entrants will be assessed on a broad range of criteria, including: how they segment clients to better service them; how they communicate with clients generally and in time of market stress; how they assess clients’ risk-profiles and match them to appropriate investments; how they help with clients’ wider life goals, such as leaving a legacy; and how client dissatisfaction is dealt with. FUND MANAGER Awarded to: Providers of collective investments for the high net worth community. ALTERNATIVE INVESTMENT MANAGER Awarded to: Managers based in South-East Asia whose alternative investments are available to private clients within South-East Asia. PLATFORM PROVIDER Awarded to: Providers of tools, strategies, model portfolios and access to investment products for the wealth management community. ETF PROVIDER Awarded to: Fundasset manager that makes exchange-traded products available for local wealth management clients. FX SOLUTION PROVIDER Awarded to: Local provider of foreign exchange services to wealth management organisations or clients.

MARKETING / PR CATEGORIES

ONLINE CAMPAIGN Awarded to: Wealth managers or other private client practitioners who have used online channels to promote their services to private clients or to raise their profile either within the industry or to clients. PRINT CAMPAIGN Awarded to: Wealth managers or other private client practitioners who have used print media to promote their services to private clients or to raise their profile either within the industry or to clients. BRAND LAUNCH / RELAUNCH Awarded to: Most effective and innovative brand launch or relaunch in the private client world, either a whole business unit or a productservice within an existing business. BEST PR PROGRAMME Awarded to: An in-house PR team or agency operating in the Greater China wealth management sector for the impact of their work (campaign or project).

PRIVATE CLIENT CATEGORIES

LEGAL TEAM Awarded to: Law firm team or barrister dedicated to private client issues. TAX / ACCOUNTANCY TEAM Awarded to: Team in accountancy firmconsultancy specialising in reporting, transacting or wealth structuring for private clients. INSTITUTIONAL TRUST OR FIDUCIARY COMPANY Awarded to: Entries only eligible from trust companies that are part of a non-trust parent. INDEPENDENT TRUST OR FIDUCIARY COMPANY Awarded to: Entries are eligible from trust companies independent of larger non-trust business for instance not part of a bank, law firm or accountancy firm.

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (TECHNOLOGY VENDORS ONLY)

FRONT OFFICE SOLUTION Awarded to: CRM, client reporting, client risk profiling, portfolio management. TRANSACTION PROCESSING SOLUTION Awarded to: Straight through processing, core banking. PORTFOLIO MANAGEMENT Awarded to: Technology solution providers specializing in tools for managing clients’ investment portfolios CLIENT COMMUNICATIONS AND REPORTING Awarded to: Technology solution providers specializing in tools for wealth managers to communicate with clients. DATA PROVIDER Awarded to: Business providing financial data to private banks and other wealth managers. OUTSOURCING SOLUTION Awarded to: Third-party organisations providing business processes or systems to wealth management businesses.

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (OPEN TO ANY ORGANISATION)

CHANGE MANAGEMENT PROCESS Awarded to: Banks, wealth managers or system integrators who have successfully implemented multi-functional change programmes to significantly improve client experience and performance. BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION Awarded to: Awarded to either a technology vendor or its client. RISK PROFILING SOLUTION Awarded to: A technology solution to help wealth managers assess and document the risk appetite of clients. RISK MANAGEMENT Awarded to: Technology solution providers specializing in tools for wealth managers to manage risk. CRM SYSTEM Awarded to: Client relationship management systems for wealth managers. ON-BOARDING Awarded to: Technology solutions to help wealth managers bring new clients into their organisation INNOVATIVE CLIENT SOLUTION Awarded to: This award seeks to recognise institutions which have developed innovative products and services for their clients as part of a solutions-focused service model. Entries could focus on a new value-added service designed to help clients with their wider lifestyle goals; a product designed to deliver on the financial objectives of a distinct sub-segment of clients; an educational offering aimed at helping clients become more confident investors; or a cross-divisional referral programme to help business owners with their corporate financial or operational needs. The judges will be looking for a new offering which has been developed to meet a specific client need and which represents a real addition to the institution’s value proposition.

OTHER WEALTH MANAGEMENT CATEGORIES

GLOBAL CUSTODIAN Awarded to: Custodians offering services to private client business. MULTI-FAMILY OFFICE Awarded to: Multi-family office business based in Greater China. Can be an international or local player. LEADING INDIVIDUAL (BANKER) Awarded to: Age and experience is no bar but something special should mark out this individual working in the private client world. LEADING INDIVIDUAL (ADVISOR) Awarded to: Age and experience is no bar but something special should mark out this individual working in the private client world. RISING STAR Awarded to: A private banker or wealth manager under the age of 35 who is not yet in a senior management position but shows the potential to be a leading individual. PHILANTHROPY OFFERING Awarded to: Private client businesses or practitioners who advise individuals or families on their philanthropic activities. COMPLIANCE Awarded to: The compliance function of a wealth management or private client operation. WOMEN IN WEALTH MANAGEMENT (INDIVIDUAL CONTRIBUTION) Awarded to: Open to women in private banking or wealth management who are an inspiration both to female clients and colleagues. WOMAN IN WEALTH MANAGEMENT (COMPANY CONTRIBUTION) Awarded to: For wealth management organisations which demonstrate support for women in their career development. OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (INDIVIDUAL) Awarded to: The compliance function of a wealth management or private client operation. OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY) Awarded to: Open to organisations who have made an outstanding contribution to thought leadership in wealth management. LIFETIME ACHIEVEMENT Awarded to: No entries required. The judging panel will put forward entries.

Finalists

PRIVATE BANKING CATEGORIES (HONG KONG)

DOMESTIC CLIENTS TEAM
  • ABN AMRO Private Banking
  • BNP Paribas Wealth Management
  • Citi Private Bank
  • HSBC
INTERNATIONAL CLIENTS TEAM
  • ABN AMRO Private Banking
  • HSBC (HNW international team)
  • HSBC (UHNW international team)
HNW TEAM
  • ABN AMRO Private Banking
  • HSBC
  • Wing Lung Bank
UHNW TEAM
  • Barclays
  • BNP Paribas Wealth Management
  • Citi Private Bank
  • Deutsche AWM
  • HSBC
PURE PLAY PRIVATE BANK
  • Bank Julius Baer
  • Rothschild
WEALTH PLANNING TEAM
  • HSBC
  • Vontobel Wealth Management Asia Pacific
PRIVATE BANK - GREATER CHINA
  • ABN AMRO Private Banking
  • Citi Private Bank
  • HSBC
  • Wing Lung Bank

INVESTMENT MANAGEMENT CATEGORIES GREATER CHINA

INDEPENDENT WEALTH MANAGER
  • ASK Wealth Advisors
  • London & Capital Asia
FUND MANAGER
  • Income Partners Asset Management (HK)
  • UBS Global Asset Management
ALTERNATIVE INVESTMENT MANAGER
  • HSBC
  • Stanley Gibbons
  • The Watch Fund
FX SOLUTION PROVIDER
  • BNP Paribas Wealth Management
  • HSBC

PRIVATE CLIENT CATEGORIES

LEGAL TEAM
  • Baker & McKenzie
  • Herbert Smith Freehills
  • Withers
TAX / ACCOUNTANCY TEAM
  • Baker & McKenzie
  • Deloitte
  • Withers
INSTITUTIONAL TRUST OR FIDUCIARY COMPANY
  • HSBC
  • RBC Wealth Management
INDEPENDENT TRUST OR FIDUCIARY COMPANY
  • Asiaciti Trust (Hong Kong)
  • Vistra Hong Kong

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (TECHNOLOGY VENDORS ONLY)

FRONT OFFICE SOLUTION
  • additiv
  • AG Delta
  • Finantix
TRANSACTION PROCESSING SOLUTION
  • ERI Banking Software
  • SmartStreamTechnologies
PORTFOLIO MANAGEMENT
  • additiv
  • Charles River Development
  • ERI Banking Software
ON-BOARDING
  • additiv
  • Appway
  • Finantix
INNOVATIVE CLIENT SOLUTION
  • ABN AMRO Private Banking
  • Allocated Bullion Solutions

OTHER WEALTH MANAGEMENT CATEGORIES

MULTI-FAMILY OFFICE
  • EuroFin Asia Group
  • HSBC
  • London & Capital Asia
LEADING INDIVIDUAL
  • Baker & McKenzie – Pierre Chan
  • Baker & McKenzie – Richard Weisman
  • Herbert Smith Freehills – Richard Norridge
  • Vontobel Wealth Management Asia Pacific – Alex Fung
  • Withers – Erik Wallace
PHILANTHROPY OFFERING
  • Asiaciti Trust (Hong Kong)
  • Coutts
  • HSBC
  • Withers

About our Sponsors

Sponsors


Venue

JW Marriott Hotel

Address: JW Marriott Hotel, One Pacific Place, 88 Queensway, Hong Kong

Telephone: +852 2810 8366

Winners

PRIVATE BANKING CATEGORIES
(HONG KONG)

DOMESTIC CLIENTS TEAM

  • BNP Paribas Wealth Management

INTERNATIONAL CLIENTS TEAM

  • ABN AMRO Private Banking

HNW TEAM

  • ABN AMRO Private Banking

UHNW TEAM

  • Citi Private Bank

PURE PLAY PRIVATE BANK

  • Bank Julius Baer

WEALTH PLANNING TEAM

  • HSBC

PRIVATE BANK - GREATER CHINA

  • HSBC

INVESTMENT MANAGEMENT CATEGORIES
GREATER CHINA

INDEPENDENT WEALTH MANAGER

  • London & Capital Asia

FUND MANAGER

  • UBS Global Asset Management

ALTERNATIVE INVESTMENT MANAGER

  • HSBC

FX SOLUTION PROVIDER

  • BNP Paribas Wealth Management

PRIVATE CLIENT CATEGORIES

LEGAL TEAM

  • Withers

TAX / ACCOUNTANCY TEAM

  • Deloitte

INSTITUTIONAL TRUST OR FIDUCIARY COMPANY

  • HSBC
  • RBC Wealth Management

INDEPENDENT TRUST OR FIDUCIARY COMPANY

  • Vistra Hong Kong

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES
(TECHNOLOGY VENDORS ONLY)

FRONT OFFICE SOLUTION

  • AG Delta

TRANSACTION PROCESSING SOLUTION

  • ERI Banking Software

PORTFOLIO MANAGEMENT

  • ERI Banking Software

DATA PROVIDER – EDITOR’S AWARD

  • Thomson Reuters

BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION – EDITOR’S AWARD

  • SS&C Anova

RISK MANAGEMENT – EDITOR’S AWARD

  • Thomson Reuters

ON-BOARDING

  • Appway

INNOVATIVE CLIENT SOLUTION

  • Allocated Bullion Solutions

OTHER WEALTH MANAGEMENT CATEGORIES

MULTI-FAMILY OFFICE

  • London & Capital Asia

LEADING INDIVIDUAL

  • Baker & McKenzie – Richard Weisman

PHILANTHROPY OFFERING

  • Withers

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY CONTRIBUTION) – EDITOR’S AWARD

  • Scorpio Partnership

LIFETIME ACHIEVEMENT

  • Michael Olesnicky

Testimonials

“Thank you for your wonderful job done at the Award events! My colleague and I attended the event in Hong Kong which was quite a great experience!”
Pham Mai Trang, Dragon Capital Group

“These inaugural awards were a triumph. Superb evening, great to catch up with old and new faces and I look forward to next year..”
Steven Seow, Head of Wealth Management Asia, Mercer

“The awards reflect innovation, performance and excellence amongst those who enter and I found the judging process to be extremely thorough, transparent, and fair. Thus, the Wealth Briefing Awards are an important event in the professional wealth industry calendar and demonstrate the evolution of the wealth business in Asia and beyond.Representing the largest private wealth headhunting practice globally, we are pleased to be associated and commend the event to more institutions and entrants.”
Tim Gibson-Tullberg, Head of Private Wealth Management - Sheffield Haworth

“We are so pleased you gave us a chance to be involved in this special event. Our partners were very happy last night and they mentioned how successful your event is.”
Evie Chan, Withers

“Many thanks for organizing a great event once again!”
Philippe Legrand - London & Capital Asia

“The organization and attention to detail was extraordinary.”
Caroline Kung, Appway