About Categories Finalists Sponsors Venue Winners

Overview

WealthBriefingAsia is delighted to confirm the second WealthBriefingAsia Singapore Awards. The awards will be 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.

These awards will build on the success of our established worldwide awards programme, our events business and WealthBriefingAsia’s unique position in the global wealth management market, by focusing on the South-East-Asia markets.

Independence, integrity and genuine insight will be the watchwords of the judging process. This will involve specially convened expert panels drawn from both private banks and trusted advisors and supported by relevant expert third-party organisations.

Uniquely, partner organisations will be included to express the views of clients so that theWealthBriefingAsia Singapore Awards will truly reflect excellence in wealth management from the grass roots up.

BACKGROUND

The WealthBriefingAsia Singapore Awards will be supported primarily by our global network of daily newswires for the wealth and private asset management communities; WealthBriefingAsia andWealthBriefing.

Other supporting publications will be Offshore Red, Family Wealth Report, Executive Compensation Briefing and WealthCareers.

TIMING

The selection and judging process for the 2014 awards will begin in the summer of 2013. Nominations will open on 2nd September 2013 and close on 24th February 2014. All firms will be notified whether they have made the shortlist by 21st March 2014.

MEDIA EXPOSURE

Entrants who are shortlisted will be announced on all WealthBriefingAsia media, as will the eventual winners.

Additionally, an extensive PR campaign will highlight all the winners and shortlisted entrants to relevant media.

AWARD CEREMONY FORMAT

The culmination of the process will be a black tie dinner on 29th May 2014 at Raffles in Singapore during which the winners of the shortlisted entrants will be announced.

This networking event will be conducted in a slick and snappy style. The formalities will not be dragged out unnecessarily as is so often the case at industry awards.

Self-congratulatory pomposity will be strictly off-limits.

PARTNERS

External organisations will be brought into the judging process to further objectivity and to ensure that the views of the industry as a whole, along with ultimate client base, are represented.

These will include specialists in branding, marketing, IT, philanthropy and investment management.

JUDGING PROCESS

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.

Categories

Please click on the category/categories you are interested in entering. Once you have filled in the pop-up application form, a questionnaire giving the detailed questions you need to answer, to complete your nomination, will automatically be sent to you by email.

PRIVATE BANK CATEGORIES

Singapore-based banks only

DOMESTIC CLIENTS TEAM Criteria for entry: Teams whose clients are domiciled in the jurisdiction in which the bank itself operates. Focus can be either HNW or UHNW. INTERNATIONAL CLIENTS TEAM Criteria for entry: Teams whose clients are NOT domiciled in the jurisdiction in which the bank itself operates. Focus can be either HNW or UHNW. HNW TEAM Criteria for entry: Teams who look after clients with under USD30 million with the bank. BOUTIQUE PRIVATE BANK Criteria for entry: A stable and independent pure play private bank providing diverse and innovative wealth management services at the core of its business. UHNW TEAM Criteria for entry: Teams who look after clients with over USD30 million with the bank. WEALTH PLANNING TEAM Criteria for entry: Teams who are dedicated to clients' tax, trust and wealth structuring issues. NRI OFFERING Criteria for entry: Teams within private bank and other wealth managers that service the needs of non-resident Indians.

PRIVATE BANK CATEGORIES

Other South-East-Asia based banks

PRIVATE BANK - MALAYSIA Criteria for entry: Local or international private bank with operations in Malaysia. PRIVATE BANK - INDONESIA Criteria for entry: Local or international private bank with operations in Indonesia. Sponsored by asiaciti100wide PRIVATE BANK - THAILAND Criteria for entry: Local or international private bank with operations in Thailand. PRIVATE BANK - PHILIPPINES Criteria for entry: Local or international private bank with operations in the Philippines. PRIVATE BANK - VIETNAM Criteria for entry: Local or international private bank with operations in Vietnam. PRIVATE BANK - AUSTRALIA Criteria for entry: Local or international private bank with operations in Australia.

INVESTMENT MANAGEMENT CATEGORIES

INDEPENDENT WEALTH MANAGER Criteria for entry: 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 Criteria for entry: Providers of collective investments for the HNW community.

MARKETING CATEGORIES

TV CAMPAIGN Criteria for entry: Wealth managers or other private client practitioners who have used TV or video to promote their services to private clients or to raise their profile either within the industry or to clients. ONLINE CAMPAIGN Criteria for entry: 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 Criteria for entry: 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 Criteria for entry: Most effective and innovative brand launch or relaunch in the private client world, either a whole business unit or a product/service within an existing business.

PRIVATE CLIENT CATEGORIES

EFFECTIVE LEGAL TEAM Criteria for entry: Law firm team or barrister dedicated to private client issues. EFFECTIVE TAX/ACCOUNTANCY TEAM Criteria for entry: Team in accountancy firm/consultancy specialising in reporting, transacting or wealth structuring for private clients. INSTITUTIONAL TRUST OR FIDUCIARY COMPANY Criteria for entry: Entries only eligible from trust companies that are part of a non-trust parent. INDEPENDENT TRUST OR FIDUCIARY COMPANY Criteria for entry: Entries are only eligible from trust companies independent of larger non-trust businesses.

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES

FRONT OFFICE SOLUTION Criteria for entry: CRM, client reporting, client risk profiling, portfolio management. TRANSACTION PROCESSING SOLUTION Criteria for entry: Straight through processing, core banking. CHANGE MANAGEMENT PROCESS Criteria for entry: Banks, wealth managers or system integrators who have successfully implemented multi-functional change programmes to significantly improve client experience and performance. PORTFOLIO MANAGEMENT Criteria for entry: Technology solution providers specialising in tools for managing clients' investment portfolios. CLIENT COMMUNICATIONS & REPORTING Criteria for entry: Technology solution providers specialising in tools for wealth managers to communicate with clients. RISK PROFILING SOLUTION Criteria for entry: A technology solution to help wealth managers assess and document the risk appetite of clients. RISK MANAGEMENT Criteria for entry: Technology solution providers specialising in tools for wealth managers to manage risk. CRM SYSTEM Criteria for entry: Client relationship management systems for wealth managers. ONBOARDING Criteria for entry: Technology solutions to help wealth managers bring new clients into their organisation. DATA PROVIDER Criteria for entry: Business providing financial data to private banks and other wealth managers. OUTSOURCING SOLUTION Criteria for entry: Third-party organisations providing business processes or systems to wealth management businesses. GLOBAL CUSTODIAN Criteria for entry: Custodians offering services to private client business. INNOVATIVE CLIENT SOLUTION Criteria for entry: This award seeks to recognise institutions which have developed innovative products and services for their clients as part of a solutionsfocused 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

MULTI-FAMILY OFFICE Criteria for entry: Multi-Family Office business based in South East Asia. Can be an international or local player. ISLAMIC FINANCE OFFERING Criteria for entry: Team from within a wealth management or stand-alone business that offers Islamic Finance to clients. Can be a local or international player. PHILANTHROPY OFFERING Criteria for entry: Offerings from private banks or wealth managers which promote and encourage philanthropic activity amongst clients. FX SOLUTION PROVIDER Criteria for entry: Local provider of foreign exchange services to wealth management organisations or clients. ETF PROVIDER Criteria for entry: Fund/asset manager that makes exchange-traded products available for local wealth management clients. LEADING INDIVIDUAL Criteria for entry: Age and experience is no bar but something special should mark out this individual working in the private client world. RISING STAR Criteria for entry: 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. WOMEN IN WEALTH MANAGEMENT (INDIVIDUAL CONTRIBUTION) Criteria for entry: Open to women in private banking or wealth management who are an inspiration both to female clients and colleagues. WOMEN IN WEALTH MANAGEMENT (COMPANY CONTRIBUTION) Criteria for entry: For wealth management organisations which demonstrate support for women in their career development. LIFETIME ACHIEVEMENT Criteria for entry: For individuals who have enhanced the standing of the local wealth management industry. OUSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP Criteria for entry: Open to individuals or businesses that demonstrate an outstanding contribution to thought leadership in wealth management, as demonstrated by contributions to periodicals and events specialising in wealth management.

Finalists

The finalists are:

PRIVATE BANK CATEGORIES

Singapore-based banks only

DOMESTIC CLIENTS TEAM ABN Amro Private Banking Bank of Singapore DBS Bank HSBC Private Bank Standard Chartered Private Bank INTERNATIONAL CLIENTS TEAM ABN Amro Private Banking DBS Bank HSBC Private Bank Standard Chartered Private Bank Sponsored by asiaciti100wide HNW TEAM ABN Amro Private Banking Bank of Singapore DBS Bank BOUTIQUE PRIVATE BANK Bank Julius Baer Bordier & Cie DBS Bank UHNW TEAM Citi Private Bank HSBC Private Bank NRI OFFERING Barclays, Wealth and Investment Management Coutts Standard Chartered Private Bank

PRIVATE BANK CATEGORIES

Other South-East-Asia based banks

REGIONAL PRIVATE BANKING CATEGORIES CIMB Private Banking - Malaysia Private Bank PT Bank Negara Indonesia (Persero) - Indonesian Private Bank ANZ Private Bank - Australian Private Bank

INVESTMENT MANAGEMENT CATEGORIES

INDEPENDENT WEALTH MANAGER EuroFin Asia HP Wealth Management Taurus Wealth FUND MANAGER Dragon Capital Group Milltrust International

PRIVATE CLIENT CATEGORIES

EFFECTIVE LEGAL TEAM Baker & McKenzie Wong & Leow Lawrence Graham RHT Law Taylor Wessing Withers Singapore EFFECTIVE TAX/ACCOUNTANCY TEAM Baker & McKenzie Wong & Leow Deloitte INDEPENDENT TRUST OR FIDUCIARY COMPANY Asiaciti Trust Heritage Trust Group Portcullis Trust Group Trident Trust

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES

FRONT OFFICE SOLUTION ABN Amro Private Banking AG Delta Charles River Development Finantix PORTFOLIO MANAGEMENT Charles River Development ERI Bancaire Expersoft RISK PROFILING SOLUTION FinaMetrica RiskMetrics - MSCI RISK MANAGEMENT Milltrust International RiskMetrics - MSCI ONBOARDING Appway Finantix

OTHER WEALTH MANAGEMENT CATEGORIES

MULTI-FAMILY OFFICE EuroFin Asia Taurus Wealth LEADING INDIVIDUAL Carolyn Leng - CIMB Private Banking Vibhor Gujarati - Edelweiss Alternative Asset Advisors Amar Pandit - MFA Consulting RISING STAR Christina Chong - CIMB Private Banking Catherine Lim - Standard Chartered Private Bank Angela Saik - Standard Chartered Private Bank Stanley Teo - Standard Chartered Private Bank Philip Munro - Withers Singapore WOMEN IN WEALTH MANAGEMENT (INDIVIDUAL CONTRIBUTION) Dawn Quek - Baker & McKenzie Wong & Leow Ingrid Widjaja - HSBC Private Bank Oey Bie Lan - HSBC Private Bank Dominique Boer - Standard Chartered Private Bank WOMEN IN WEALTH MANAGEMENT (COMPANY CONTRIBUTION) ANZ Private Bank Barclays, Wealth and Investment Management Dragon Capital Group MFA Consulting RBC Wealth Management OUSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP Accenture Heritage Trust Group - Dr Angelo Venardos RBC Wealth Management Scorpio Partnership EDITOR’S AWARDS In addition to the above categories, special Editor’s awards will be announced on the night.

About our Sponsors

Sponsors

smartKYC’s AI software is used by banks to automate customer due diligence whether for remediation, onboarding, refresh or continuous monitoring; our technology drives faster, better, and more cost- effective KYC at every stage of the relationship – liberating human effort to focus on decision-making rather than laborious screening and research. smartKYC integrates all relevant KYC sources - external watchlists, media archives, open web search, private company data, internal blacklists and, like a human, it reads everything and extracts useful intelligence in the form of facts. smartKYC presents facts about risks like adverse media, but also provides insights into information like source of wealth, network risk and even ESG misdemeanours. Sophisticated hit scoring maximises relevance and minimises false positives. All of this is done at speed and at scale and, as such, straight through processing opportunities become obvious. In refresh or continuous monitoring mode, smartKYC watches only for net new risks as they emerge and never repeats what is already known.

Venue

Raffles Hotel

Address: 1 Beach Rd, Singapore 189673

Winners

The winners of the WealthBriefingAsia Singapore Awards 2014 are:

PRIVATE BANK CATEGORIES

Singapore-based banks only

DOMESTIC CLIENTS TEAM

WINNER
DBS Bank

SHORTLISTED
ABN Amro Private Banking
Bank of Singapore
HSBC Private Bank
Standard Chartered Private Bank

 

INTERNATIONAL CLIENTS TEAM

WINNER
Standard Chartered Private Bank

SHORTLISTED
ABN Amro Private Banking
DBS Bank
HSBC Private Bank

Sponsored by asiaciti100wide

 

HNW TEAM

WINNER
Bank of Singapore

SHORTLISTED
ABN Amro Private Banking
DBS Bank

 

BOUTIQUE PRIVATE BANK

WINNER
Bordier & Cie

SHORTLISTED
Bank Julius Baer
DBS Bank

UHNW TEAM

WINNER
Citi Private Bank

HIGHLY COMMENDED
HSBC Private Bank

 

NRI OFFERING

WINNER
Coutts

SHORTLISTED
Barclays, Wealth and Investment Management
Standard Chartered Private Bank

PRIVATE BANK CATEGORIES

Other South-East-Asia based banks

REGIONAL PRIVATE BANKING CATEGORIES

WINNER
CIMB Private Banking - Malaysia Private Bank

SHORTLISTED
PT Bank Negara Indonesia (Persero) - Indonesian Private Bank
ANZ Private Bank - Australian Private Bank

INVESTMENT MANAGEMENT CATEGORIES

INDEPENDENT WEALTH MANAGER

WINNER
Taurus Wealth

SHORTLISTED
EuroFin Asia
HP Wealth Management

FUND MANAGER

WINNER
Milltrust International

SHORTLISTED
Dragon Capital Group

PRIVATE CLIENT CATEGORIES

EFFECTIVE LEGAL TEAM

WINNER
Baker & McKenzie Wong & Leow

HIGHLY COMMENDED
Withers Singapore

SHORTLISTED
Lawrence Graham
RHT Law Taylor Wessing

 

EFFECTIVE TAX/ACCOUNTANCY TEAM

WINNER
Deloitte

SHORTLISTED
Baker & McKenzie Wong & Leow

INDEPENDENT TRUST OR FIDUCIARY COMPANY

WINNER
Trident Trust

SHORTLISTED
Asiaciti Trust
Heritage Trust Group
Portcullis Trust Group

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES

FRONT OFFICE SOLUTION

WINNER
AG Delta

SHORTLISTED
ABN Amro Private Banking
Charles River Development
Finantix

 

PORTFOLIO MANAGEMENT

WINNER
Charles River Development

SHORTLISTED
ERI Bancaire
Expersoft

RISK PROFILING SOLUTION

WINNER
FinaMetrica

SHORTLISTED
RiskMetrics - MSCI

RISK MANAGEMENT

WINNER
RiskMetrics - MSCI

SHORTLISTED
Milltrust International

ONBOARDING

WINNER
Appway

SHORTLISTED
Finantix

EDITOR'S AWARDS

WEALTH PLANNING TEAM

WINNER
HSBC Private Bank

 

ONLINE CAMPAIGN

WINNER
ABN Amro

 

INSTITUTIONAL TRUST OR FIDUCIARY COMPANY

WINNER
RBC Wealth Management

 

TRANSACTION PROCESSING SOLUTION

WINNER
ERI Bancaire

 

CLIENT COMMUNICATIONS & REPORTING

WINNER
Vermilion

 

DATA PROVIDER

WINNER
Thomson Reuters

 

INNOVATIVE CLIENT SOLUTION

WINNER
Milltrust International

 

ISLAMIC FINANCE OFFERING

WINNER
Labuan IBFC

OTHER WEALTH MANAGEMENT CATEGORIES

MULTI-FAMILY OFFICE

WINNER
Taurus Wealth

HIGHLY COMMENDED
EuroFin Asia

LEADING INDIVIDUAL

WINNER
Carolyn Leng - CIMB Private Banking

SHORTLISTED
Vibhor Gujarati - Edelweiss Alternative Asset Advisors
Amar Pandit - MFA Consulting

 

RISING STAR

WINNER
Christina Chong - CIMB Private Banking

SHORTLISTED
Catherine Lim - Standard Chartered Private Bank
Angela Saik - Standard Chartered Private Bank
Stanley Teo - Standard Chartered Private Bank
Philip Munro - Withers Singapore

 

WOMEN IN WEALTH MANAGEMENT (INDIVIDUAL CONTRIBUTION)

WINNER
Dominique Boer - Standard Chartered Private Bank

SHORTLISTED
Dawn Quek - Baker & McKenzie Wong & Leow
Ingrid Widjaja - HSBC Private Bank
Oey Bie Lan - HSBC Private Bank

WOMEN IN WEALTH MANAGEMENT (COMPANY CONTRIBUTION)

WINNER
RBC Wealth Management

SHORTLISTED
ANZ Private Bank
Barclays, Wealth and Investment Management
Dragon Capital Group
MFA Consulting

OUSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP

WINNER
Accenture

SHORTLISTED
Heritage Trust Group - Dr Angelo Venardos
RBC Wealth Management
Scorpio Partnership

LIFETIME ACHIEVEMENT AWARD

WINNER
Deepak Sharma