The Twelfth Annual WealthBriefingAsia Awards 2024 | Clearview Publishing | 8 March 2024 | The Fullerton Hotel Singapore, 1 Fullerton Square, Singapore 049178

The award is a tangible demonstration that the winners have something special to offer, rewarding achievement and showcasing top class performance and innovation.

Gala Dinner:
• This is an opportunity for our winners to celebrate their success with their colleagues and peers. The ceremony is highly regarded, and attendance is seen as a must for all those lucky enough to have produced a winning entry.

Categories:

• 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

2023 Winners

Pan-Asia Category

Best Overall Asia Private Bank
• Bank of Singapore

Private Banking Categories (South-East Asia)

Overall South-East Asia Private Bank
• Maybank Private Singapore

Billionaire Team
• Farro Capital

Wealth Planning Team
• LGT Private Banking

Pure Play Private Bank
• EFG Bank AG

Boutique Private Bank
• Bordier & Cie (Singapore)

Investment Management Platform
• BNP Paribas Wealth Management

Discretionary Portfolio Management Provider (Pan-Asia)
• BNP Paribas Wealth Management

Customer Facing Digital Capabilities
• HSBC Global Private Banking

Innovative Client Solution
• BNP Paribas Wealth Management

Market Team – Indonesia
• Bank of Singapore

Market Team – Vietnam
• Bank of Singapore

Market Team – Thailand
• Bank of Singapore

Private Banking Categories (Country Specific)

Private Bank or Wealth Manager (Singapore)
• Union Bancaire Privée

Wealth Solution Singapore
• EFG Bank AG

Best Domestic Bank – India
• 360 ONE Wealth

External Asset Manager (India)
• Waterfield Advisors

Emerging Wealth Manager (India)
• InCred Wealth

Investment Management Categories (South-east Asia)

Independent Wealth Manager (South-East Asia)
• Eightstone Oclaner Pte Ltd.

Fund Manager (South-East Asia)
• Milltrust International Group

Alternative Investment Manager (South-East Asia)
• Indosuez Wealth Management

FX Solution Provider (South-East Asia)
• Indosuez Wealth Management

Investment Management Categories (Greater China Region)

Fund Manager (Greater China)
• Milltrust International Group

Asset Management Firm Serving Family Offices and Private Banks (Greater China)
• Milltrust International Group

Alternative Investment Manager (Greater China)
• HSBC Global Private Banking

FX Solution Provider (Greater China)
• Indosuez Wealth Management

Private Client Categories (South East Asia)

Legal Team (South-East Asia)
• Stephenson Harwood

Accountancy Team (South-East Asia)
• BDO LLP

Tax Team (South-East Asia)
• BDO LLP

Independent Trust or Fiduciary Company (South-East Asia)
• Trident Trust

Institutional Trust or FIduciary Company (South-East Asia)
• Butterfield

Estate Planning (South-East Asia)
• Mishcon de Reya LLP

Private Client Categories (Greater China Region)

Legal Team (Greater China)
• Withersworldwide

Tax Team (Greater China)
• Withersworldwide

Independent Trust or Fiduciary Company (Greater China)
• Intertrust Group

Institutional Trust or FIduciary Company (Greater China)
• HSBC Trust & Fiduciary Services

Estate Planning (Greater China)
• Zhong Lun Law Firm LLP

Wealth Management Technology Categories (Pan-Asia) (In-house Solutions)

Best Fund Administrator Services and Innovative Solutions under $30 Billion (APAC)
• The Ascent Group

Digital Customer Facing Innovation
• HSBC Global Private Banking

Marketing/PR Category (Pan-Asia)

Best Marketing or PR Campaign
• Waterfield Advisors

Specialist Wealth Management Categories (South-East Asia)

Corporate Social Responsibility
• UBS AG

Philanthropy Offering/Initiative of the Year
• UBS AG

Most Promising New Entrant
• Talos

Family Governance Services
• Lombard Odier

Next-Gen Programme
• Stephenson Harwood

Family Wealth Advisory Offering
• Farro Capital

Regional Partnership
• Lombard Odier

Overall ESG Offering
• Lombard Odier

Overall Sustainability Offering
• TRIREC

Overall Impact Investing Offering (Pan-Asia)
• BNP Paribas Wealth Management

Overall Diversity & Inclusion Offering
• Indosuez Wealth Management

Leadership Categories (Pan-Asia)

Women in Wealth Management
• TriLake Partners

Leading Individual (Advisor)
• Global Financial Consultants Pte Ltd. – Jarrad Brown

Outstanding Contribution To Wealth Management (Individual)
• Withersworldwide – Tim George

Thought Leadership (Individual)
• Venn Link Partners – Cici Lu

General Wealthtech Categories (Pan- Asia)

Overall Asia WealthTech Provider
• Temenos

Onboarding Product
• SS&C Advent

Client Lifecycle Management
• ERI

CRM Provider
• Wealth Dynamix

Portfolio Management
• UBS Partner

Innovative Solution
• Temenos

Structured Products Solution
• Leonteq Securities

Suitability
• NICE Actimize

Front Office
• ERI

Data Provider
• Refinitiv, an LSEG Business

Risk Monitoring And Management
• LexisNexis Risk Solutions

Client Reporting
• WIZE by TeamWork

Core Banking Software
• Temenos

Family Office Solution
• WIZE by TeamWork

Cyber Security
• LexisNexis Risk Solutions

Robo Product or Platform
• Talos

EAM Platform
• WIZE by TeamWork

Artificial Intelligence (AI) Application
• IntellectAI

Client Communication Solution or Tool
• InvestCloud

Digital Offering
• Wealth Dynamix

Regtech & Compliance Categories (Pan-Asia)

Best Innovative Compliance Solution and RegTech Product (APAC)
• The Ascent Group

Wealthtech Consultancy & Training Categories (Pan-Asia)

Training Solution
• Venn Link Partners

Individual & Leadership Wealthtech Categories (Pan-Asia)

Growth/Business Development Strategy/Acquisition
• Carret Private Capital Limited

Fintech Innovator of the Year
• Micro Connect Investments

Leading Individual
• Carret Private Capital Limited – Kenneth Kent Ho

General Wealthtech Categories (Australasia)

Innovative Client Solution (Australasia)
• TrustQuay

General Wealthtech Categories (India)

Overall WealthTech Provider (India)
• ViewTrade

Innovative Client Solution (India)
• Azentio Software

Private Banking Categories (Greater China)

Pure Play Boutique Private Bank
• Union Bancaire Privée

Wealth Planning Team
• Lombard Odier

Alternatives Provider
• HSBC Global Private Banking

Philanthropy Services
• BNP Paribas Wealth Management

Private Equity Provider
• HSBC Global Private Banking

Private Banking Regional Partnership
• Lombard Odier

Regional Growth Strategy and Implementation
• HSBC Global Private Banking

Fixed Income Offering
• HSBC Global Private Banking

NextGen Programme
• BNP Paribas Wealth Management

Family Wealth Advisory Offering
• Stephenson Harwood

Governance Service for Families
• Lombard Odier

UHNW Team
• HSBC Global Private Banking

Specialist Categories (Greater China)

Best Wealth Manager of Greater China
• Hywin Holdings

Excellence in Servicing North American Clients (Supported By Family Wealth Report)
• Withersworldwide

Real Estate Advisory Services
• Withersworldwide

Independent Wealth Manager
• Carret Private Capital Limited

ESG
• Indosuez Wealth Management

Alternative Investment Manager
• The WatchFund

Private Banking Individual Country Categories

Hong Kong Domestic Private Bank
• HSBC Global Private Banking

Hong Kong International Private Bank
• BNP Paribas Wealth Management

Individual Awards (Greater China)

Wealth Management Rising Star Under 40
• Zhong Lun Law Firm LLP – Chloe Leung

Lifetime Achievement
• Stephenson Harwood – Kevin Lee

Outstanding Individual
• Zhong Lun Law Firm LLP – Clifford Ng

Best CEO in Greater China Wealth Management
• Hywin Holdings – Madame Wang Dian