The Second Annual WealthBriefingAsia External Asset Managers Awards 2023 | Clearview Publishing | 7 July 2023 | Mandarin Oriental, 5 Raffles Ave., Singapore 039797
Venue
Mandarin Oriental
Mandarin Oriental, 5 Raffles Ave., Singapore 039797
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| Organizer | Clearview Publishing |
| Submission deadline |
7 Jul 2023 5:00pm +08
(over 1 year ago)
In your time zone: Jul 7 5am EDT |
| Date Awarded |
12 Oct 2023 5:00pm +08
(about 1 year ago)
In your time zone: Oct 12 5am EDT |
| Region | APAC |
Details
WealthBriefingAsia is excited to announce the launch of our inaugural awards program highlighting the importance of External Asset Managers to the wealth management industry in Asia.
The categories for entry are focused around these main areas:
• Pan-Asia
• International
• Regional
• Team-Based
• Specialist
• Technology (both in-house and external)
• Individual and Leadership
Past winners
2022 Winners
Pan-Asia Categories (Company)
Overall External Asset Manager (EAM)
• Carret Private Capital Limited
Assets Under US$ 500 Million AuM
• Marcuard Heritage (Singapore) Pte Ltd.
Assets Between US$ 1 Billion And US$ 5 Billion AuM
• Azimut Investment Management Singapore
Growth Strategy
• Fargo Wealth Group
Newcomer
• Blackhorn Wealth Management Limited
International Categories (Company)
Servicing Mainland China Based Clients
• Fargo Wealth Group
Servicing Japanese Clients
• TriLake Partners
Servicing European Clients
• TriLake Partners
Servicing GCC Clients
• Efinity Capital
Servicing Clients From Vietnam
• C99 Asset and Capital Management JSC
Servicing Clients From Singapore
• Azimut Investment Management Singapore
Regional Categories (Company)
Based in Hong Kong
Blackhorn Wealth Management Limited
Based in Singapore
Eightstone Oclaner Pte. Ltd.
Team-Based Categories
Investment Process
• Schroders Wealth Management
Portfolio Management
• Marcuard Heritage (Singapore) Pte Ltd.
ESG/Sustainability Investment Strategy
• Schroders Wealth Management
Client Service
• Crossinvest (Asia)
Wealth Planning
• Sunline Wealth Management
Diversity Programme
• Fargo Wealth Group
Technology Categories (In-House)
Innovative Use of Technology
• Crossinvest (Asia)
Client Reporting
• Efinity Capital
Client Communications
• Waterfield Advisors
Overall Digital Engagement
• Crossinvest (Asia)
Technology & External Supplier Categories
Portfolio Management Solution
• Sunline Wealth Management
Specialist Wealth Management Categories
Fund Selection/Asset Allocation Programme
• Schroders Wealth Management
Next-Gen Programme
• Golden Equator Wealth
Family Office Proposition
• Taurus Wealth Advisors Pte Ltd.
Digital Assets Offering or Service
• SingAlliance Pte Ltd
Thematic Investment Proposition or Strategy
• Sunline Wealth Management
Leadership-Based Categories
Rising Star Under 40
• Lynceus Partners – Patrick Chotard
Chief Executive Officer (CEO)
• REYL Intesa Sanpaolo – Antoine Denaiffe
Outstanding Contribution to Singapore Wealth Management
• TriLake Partners – Lucie Hulme
Lifetime Achievement
• SingAlliance Pte Ltd – Thierry Beck