The Eleventh Annual WealthBriefingAsia Awards 2023 | Clearview Publishing | 24 February 2023 | TBA

Now in its eleventh year, the Annual WealthBriefingAsia Awards 2023 nomination process is now formally open.

Categories
For the 2023 Awards, the categories are again focused around these main areas:

• Private Banking Categories
• Individual Countries (within the South-East Asia region)
• Investment Management Categories
• Private Client Service Provision Categories
• Individual, Leadership and Team Categories
• Specialist Categories
• WealthTech Categories

2022 Winners

Pan Asia

Best Overall Asia Private Bank
• UBS Global Wealth Management

Private Banking (South- East Asia)

Best South-East Asia Private Bank
• EFG Bank

UHNW Team
• BNP Paribas Wealth Management

Pure Play
• EFG Bank

Boutique Private Bank
• Lombard Odier

Client Service
• BNP Paribas Wealth Management

Investment Management Platform
• Indosuez Wealth Management

Discretionary Portfolio Management Provider
• UBS Global Wealth Management

Customer Facing Digital Capabilities
• HSBC Global Private Banking

Innovative Client Solution
• UBS Global Wealth Management

Private Banking (Country Specific)

Wealth Planning Solution (Singapore)
• Lombard Odier

Domestic Bank or Wealth Manager (India)
• IIFL Wealth Management

Investment Management South-East Asia

Independent Wealth Manager
• Schroders Wealth Management

Asset Management Firm Serving Family Offices & Private Banks
• Milltrust International Group

Alternative Investment Manager
• Indosuez Wealth Management

FX Solution Provider
• BNP Paribas Wealth Management

Investment Management (Greater China Region)

Fund Manager
• Milltrust International Group

Alternative Investment Manager
• HSBC Global Private Banking

FX Solution Provider
• BNP Paribas Wealth Management

Private Client (South-East Asia)

Legal Team
• Rajah & Tann Singapore

Tax Team
• BDO

Independent Trust of Fiduciary Company
• Trident Trust

Private Client (Greater China Region)

Legal Team
• Zhong Lun Law Firm

Tax Team
• Withersworldwide

Independent Trust or Fiduciary Company
• Intertrust Group

Estate Planning
• Stephenson Harwood

Wealth Management Tech

Innovative Client Solution
• BNP Paribas Wealth Management

Special Wealth Management (South-East Asia)

Insurance Platform for the Wealth Management Sector
• Globaleye

Corporate Social Responsibility
• Indosuez Wealth Management

International Finance Centre
• Jersey Finance

Real Estate Advice
• Withersworldwide

Philanthropy Offering/Initiative of the Year
• UBS Global Wealth Management

Most Promising New Entrant
• Legacy Wealth Advisors

Family Governance Services
• Lombard Odier

Family Wealth Advisory Offering
• Maitri Asset Management

Regional Partnership
• Lombard Odier

Overall ESG Offering
• Lombard Odier

Overall Sustainability Offering
• UBS Global Wealth Management

Overall Impact Investing Offering
• BNP Paribas Wealth Management

Overall Diversity & Inclusion Offering
• Indosuez Wealth Management

Digital Assets Offering
• Apollo Capital Management

Leadership Pan-Asia

Women in Wealth Management
• BDO

Leading Individual (Advisor)
• Clifford NG, Zhong Lun Law Firm

Outstanding Contribution to Wealth Management (Individual)
• Kevin Lee – Stephenson Harwood

Thought Leadership (Individual/Company)
• BDO

Wealth Management Rising Star Under 40
• Suzanne Johnston – Stephenson Harwood

General Wealth Tech (Pan-Asia)

Overall Asia WealthTech Provider
• Refinitiv

Onboarding Product
• Temenos

Client Lifecycle Management
• Wealth Dynamix

CRM Provider
• SS&C Advent

Transaction Processing
• Expersoft Systems

Portfolio Management
• WIZE by TeamWork

Investment Platform
• OSL SaaS

Innovative Solution
• InvestCloud

Structured Products Solution
• Lynceus Partners

Suitability
• NICE Actimize

Front Office
• Avaloq

Data Provider
• Refinitiv

Client Reporting
• Factset

Core Banking Software
• ERI

Family Office Solution
• Contemi Solutions

Robo Product or Platform
• WealthObjects

EAM Platform
• WIZE by Teamwork

Artificial Intelligence Application
• InvestCloud

Client Communication Solution or Tool
• CREALOGIX

Digital Offering
• Wealth Dynamix

Individual & Leadership WealthTech (Pan-Asia)

Regional Management Team/CEO
• Contemi Solutions

Women in WealthTech
• AIFMetrics

General WealthTech Categories (Australasia)

Innovative Client Solution
• Northland Group

General WealthTech Categories (India)

Innovative Client Solution
• ViewTrade Holding Corp.

RegTech (India)

Innovative Compliance/RegTech Product
• Azentio Software