SINGAPORE JUNE 2022 THE TENTH ANNUAL WEALTHBRIEFINGASIA AWARDS - INFORMATION PACK - CLEARVIEW FINANCIAL ...
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SINGAPORE
JUNE 2022
The Tenth Annual WealthBriefingAsia Awards
INFORMATION PACK
ANNIVERSARY
WealthBriefingAsia
AWARDS 2022
Overview
Introduction
The focus of the Tenth Annual WealthBriefingAsia
Awards for 2022, part of the global awards programme
at WealthBriefing, is to recognise outstanding
performance, both domestic and international. Winning
a WealthBriefingAsia Award sets organisations and
individuals apart from their peers and is a tangible
demonstration that they have something special to offer.
Sponsors will also be invited to contribute to the post
awards Acclaim Magazine and have an interview with
Group Editor, Tom Burroughes. This year we are also
adding a professionally produced video to the marketing
collateral for sponsors and winners.
Key dates for the diary
Nominations open 26 October 2021
Submission deadline 28 February 2022
(midnight)
Finalists & Winners
Notification 21 March 2022
PUBLIC ANNOUNCEMENT
OF THE WINNERS 2 June 2022
Venue
The Westin Singapore, 12 Marina View, Asia Square
Tower 2, Singapore, 018961, Singapore
The Tenth Annual WealthBriefingAsia Awards 2022 | INFORMATION PACK
WealthBriefingAsia
AWARDS 2022
Award Categories (Available for individual sponsorship)
PAN-ASIA CATEGORY PURE PLAY PRIVATE BANK CUSTOMER FACING DIGITAL CAPABILITIES
Awarded To: A stable and independent pure play private bank Awarded To: A private bank which demonstrates superior client
BEST OVERALL ASIA PRIVATE BANK providing diverse and innovative wealth management services at facing digital capabilities (direct to customer or in support of
Awarded To: The overall best private bank in Asia. The winner will the core of its business. client advisors). Judges will be looking for digital capabilities
be chosen from amongst all entrants to the individual categories. covering any of the following: mobile app or online banking
BOUTIQUE PRIVATE BANK capabilities; ability to provide personalised automated alerts to
Awarded To: A stable and independent boutique private bank clients and deliver them through digital channels; online tools
PRIVATE BANKING CATEGORIES providing diverse and innovative wealth management services at that can be used directly by the customer or by advisors to
SOUTH-EAST ASIA the core of its business. support live simulations of portfolios; staff tables for advisors
when visiting customers outside the office; secure online chat or
OVERALL SOUTH-EAST ASIA PRIVATE BANK CLIENT SERVICE video capabilities when it is not possible to meet face-to-face.
Awarded To: The best local or international private bank with Awarded To: A private bank for excellence and innovative client
operations in South-East Asia. service. PRIVATE BANKING EMPLOYER OR TALENT
MANAGEMENT INITIATIVE
INTERNATIONAL CLIENTS TEAM INVESTMENT MANAGEMENT PLATFORM Awarded To: A private bank that has demonstrated its ability to
Awarded To: A team whose clients are NOT domiciled in the Awarded To: A private bank which demonstrates a superior client attract and retain its private banking employees through a
jurisdiction in which the bank itself operates. Focus can be investment management platform. combination of skillful recruitment or talent management.
either HNW or UHNW.
CREDIT PROVIDER NRI/NRP OFFERING
UHNW TEAM Awarded To: An institution that provides credit for family office Awarded To: A team within a private bank and other wealth
Awarded To: A team which look after clients with over clients. managers that service the needs of non-resident Indians.
USD 30 million with the bank.
DISCRETIONARY PORTFOLIO MANAGEMENT PROVIDER INNOVATIVE CLIENT SOLUTION
HNW TEAM *(NEW) Awarded To: A private bank that provides a discretionary Awarded To: A private bank offering a truly innovative service to
Awarded To: A team which look after clients with under portfolio management offering within the South-East Asia region. the Asia private client.
USD 30 million with the bank.
MARKET TEAM - INDONESIA
WEALTH PLANNING TEAM Awarded To: A wealth management tram servicing Indonesian
Awarded To: A wealth planning team within a private bank that clients.
services the South-East Asia market.
MARKET TEAM - SINGAPORE
Awarded To: A wealth management team servicing Singaporean
clients.
The Tenth Annual WealthBriefingAsia Awards 2022 | INFORMATION PACK
WealthBriefingAsia
AWARDS 2022
Award Categories (Available for individual sponsorship)
MARKET TEAM - VIETNAM DOMESTIC PRIVATE BANK OR WEALTH MANAGER INVESTMENT MANAGEMENT CATEGORIES
Awarded To: A wealth management team servicing Vietnamese (THAILAND) (SOUTH-EAST ASIA)
clients. Awarded To: A private bank or wealth manager with a local
operation in Thailand. INDEPENDENT WEALTH MANAGER
MARKET TEAM - THAILAND Awarded To: An independent wealth manager operating in the
Awarded To: A wealth management team servicing Thai clients. DOMESTIC PRIVATE BANK (MALAYSIA) South-East Asia region which has a demonstrably client-focused
Awarded To: A private bank with a local operation in Malaysia. model and which are innovators in the space.
PRIVATE BANKING CATEGORIES ASSET MANAGER (MALAYSIA) FUND MANAGER
(COUNTRY SPECIFIC) Awarded To: An asset manager servicing high net worth clients Awarded To: A provider of collective investments for the HNW
operating in Malaysia. community.
DOMESTIC WEALTH MANAGER (VIETNAM)
Awarded To: A wealth manager which based in Vietnam, services EXTERNAL ASSET MANAGEMENT (EAM) ASSET MANAGEMENT FIRM SERVING FAMILY OFFICES
the HNW market with excellence. CUSTODIAN CATEGORIES (PAN-ASIA) AND PRIVATE BANKS
Awarded To: An asset manager with a significant proportion of
PRIVATE BANK OR WEALTH MANAGER (SINGAPORE) EXTERNAL ASSET MANAGEMENT PLATFORM AND OFFERING private client assets and a dedicated offering.
Awarded To: A wealth manager which is based in Singapore, Awarded To: A custodian bank for the quality of its EAM platform.
services the HNW market with excellence. ALTERNATIVE INVESTMENT MANAGER
RESEARCH SUPPORT FOR EXTERNAL ASSET MANAGERS Awarded To: A manager based in South-East Asia whose
WEALTH PLANNING SOLUTION (SINGAPORE) Awarded To: A custodian bank for the quality of the research it alternative investments are available to private clients within
Awarded To: A wealth manager which based in Singapore, has a supplies to the EAM community in Asia. South-East Asia.
stand-out wealth planning proposition.
ON-BOARDING SOLUTION FOR EXTERNAL ASSET MANAGERS ETF PROVIDER
WEALTH MANAGEMENT PROPOSITION (INDONESIA) Awarded To: A custodian bank for the quality of its onboarding Awarded To: A fund/asset manager that makes exchange-traded
Awarded To: Private Banks and asset managers servicing the high solution for EAM’s based in Asia. products available for local wealth management clients.
net worth market and with a local operation in Indonesia.
COMPLIANCE SOLUTION FOR EXTERNAL ASSET MANAGERS FX SOLUTION PROVIDER
DOMESTIC BANK OR WEALTH MANAGER (INDIA) Awarded To: A custodian bank for its compliance process for the Awarded To: A local provider of foreign exchange services to
Awarded To: A bank or wealth manager serving predominantly EAM community in Asia. wealth management organisations or clients.
domestic clients in the Indian subcontinent.
E-BANKING SOLUTION FOR EXTERNAL ASSET MANAGERS
EXTERNAL ASSET MANAGER (INDIA) Awarded To: A custodian bank for the quality of its E-banking
Awarded To: An external asset manager operating in the Indian solution to the EAM community in Asia.
subcontinent.
The Tenth Annual WealthBriefingAsia Awards 2022 | INFORMATION PACK
WealthBriefingAsia
AWARDS 2022
Award Categories (Available for individual sponsorship)
INVESTMENT MANAGEMENT CATEGORIES PRIVATE CLIENT CATEGORIES PRIVATE CLIENT CATEGORIES
(GREATER CHINA REGION) (SOUTH-EAST ASIA) (GREATER CHINA REGION)
FUND MANAGER LEGAL TEAM LEGAL TEAM
Awarded To: A provider of collective investments for the HNW Awarded To: A law firm team dedicated to private client issues. Awarded To: A law firm team dedicated to private client issues
community. and legal advice to UHNW families and their financial advisors.
ACCOUNTANCY TEAM
ASSET MANAGEMENT FIRM SERVING FAMILY OFFICES Awarded To: A team in accountancy firm/consultancy ACCOUNTANCY TEAM
AND PRIVATE BANKS specialising in reporting, transacting or wealth structuring for Awarded to: A team in an accountancy firm/consultancy
Awarded To: An asset manager with a significant proportion of private clients. specialising in reporting, transacting or wealth structuring for the
private client assets and a dedicated offering. wealth management or private client industry.
TAX TEAM
ALTERNATIVE INVESTMENT MANAGER Awarded To: An organisation providing tax services for the private TAX TEAM
Awarded To: A manager based in Greater China whose alternative client community in South-East Asia. Awarded To: An organisation providing tax services for the private
investments are available to private clients within Greater China. client community in Greater China.
INDEPENDENT TRUST OR FIDUCIARY COMPANY
ETF PROVIDER Awarded To: A trust company independent of larger non-trust INDEPENDENT TRUST OR FIDUCIARY COMPANY
Awarded To: A fund/asset manager that makes exchange-traded businesses for instance not part of a bank, law firm or account- Awarded To: A trust company which operates independently of
products available for local wealth management clients. ancy firm. larger non-trust businesses (for instance not part of a bank, law
firm or accountancy firm)
FX SOLUTION PROVIDER INSTITUTIONAL TRUST OR FIDUCIARY COMPANY
Awarded To: A local provider of foreign exchange services to Awarded To: A trust company that are part of a non-trust parent. INSTITUTIONAL TRUST OR FIDUCIARY COMPANY
wealth management organisations or clients. Awarded To: A trust company that operates as part of a non-trust
ESTATE PLANNING parent.
Awarded To: An organisation that provides estate planning
advice to private clients. ESTATE PLANNING
Awarded To: An organisation that provide estate planning advice
to private clients.
The Tenth Annual WealthBriefingAsia Awards 2022 | INFORMATION PACK
WealthBriefingAsia
AWARDS 2022
Award Categories (Available for individual sponsorship)
WEALTH MANAGEMENT TECHNOLOGY SPECIALIST WEALTH MANAGEMENT MOST PROMISING NEW ENTRANT
CATEGORIES (IN-HOUSE SOLUTIONS ONLY) CATEGORIES (SOUTH-EAST ASIA) Awarded To: An established or new entrant that has entered a
(PAN-ASIA) new market, client segment or product and service area which
INSURANCE PLATFORM FOR THE WEALTH they perceive to be under served.
INNOVATIVE CLIENT SOLUTION MANAGEMENT SECTOR
Awarded To: An institution who have developed innovative prod- Awarded To: An organisation which helps private clients spread M&A ADVISOR
ucts and services for their clients as part of a solutions-focused risks. Awarded To: A corporate finance and deals provider that has
service model. both expertise in the wealth sector and has participated in
CORPORATE SOCIAL RESPONSIBILITY multiple deals.
DIGITAL CUSTOMER FACING INNOVATION Awarded To: An organisation with a good record in being
Awarded To: A wealth manager whose digital client interface is modern, responsible and inclusive. EXCELLENCE IN SERVICING NORTH AMERICAN CLIENTS
demonstrably innovative. (Supported by Family Wealth Report)
WEALTH MANAGEMENT EXECUTIVE SEARCH FIRM (ASIA) This award is sponsored by Family Wealth Report, the sister
PROPRIETARY CLIENT ON-BOARDING PLATFORM Awarded To: An executive search firm based in Asia (branch or publication of WealthBriefingAsia covering wealth management
Awarded To: A wealth manager whose on-boarding process is HQ) with a focus or specialised team covering Wealth news within the American market. It recognises the institution
demonstrably exceptional. Management in Asia. Offering fully tailored talent acquisition offering the best service to South-East Asia-based North
services and providing exceptional client and candidate care. American Clients.
INTERNATIONAL FINANCE CENTRE WEALTH MANAGEMENT M&A DEAL
MARKETING/PR CATEGORY (PAN-ASIA) Awarded To: An IFC wherever they are in the world. Awarded To: An outstanding merger and/or acquisition deal
between wealth managers in the South-East Asia region.
BEST MARKETING OR PR CAMPAIGN GLOBAL CUSTODIAN TO PRIVATE CLIENT BUSINESSES
(Online, print, brand launch/relaunch) Awarded To: A custodian offering services to private client FAMILY GOVERNANCE SERVICES
Awarded To: A wealth manager or other private client practitioner business. Awarded To: A wealth manager providing advisory services
who have used online or print channels to promote their services relating specifically to family governance.
to private clients or to raise their profile either within the industry REAL ESTATE ADVICE
or to clients. This might include effective and innovative brand Awarded To: An organisation offering real estate advice to NEXT-GEN PROGRAMME
launch or relaunch in the private client world, either a whole HNW and UHNW clients in South-East Asia. Awarded To: A provider of advisory services or range of
business unit or a product/service within an existing business. programmes relating specifically to the management of next
PHILANTHROPY OFFERING/ INITIATIVE OF THE YEAR generation (next-gen) family wealth.
Also awarded to: An in-house PR team or PR agency operating in Awarded To: A private client business or practitioner who advise
the Asian wealth management sector for the impact of their work individuals or families on their philanthropic activities. FAMILY WEALTH ADVISORY OFFERING
(campaign or project). Awarded To: A provider of advisory specific or general services
relating to the management of family (or SFO) wealth.
The Tenth Annual WealthBriefingAsia Awards 2022 | INFORMATION PACK
WealthBriefingAsia
AWARDS 2022
Award Categories (Available for individual sponsorship)
GLOBAL CITIZENSHIP/IMMIGRAQTION PLATFORM OFFERING LEADERSHIP CATEGORIES THOUGHT LEADERSHIP (INDIVIDUAL/COMPANY)
Awarded To: An organisation that offers assistance in accessing (SOUTH-EAST ASIA) Awarded To: A company or individual for the quality of their
citizenship programs to the South-East Asia Market wealth management thought leadership in South-East Asia.
WOMEN IN WEALTH MANAGEMENT
REGIONAL PARTNERSHIP Awarded To: An inspirational woman working in wealth WEALTH MANAGEMENT RISING STAR UNDER 30
Awarded To: A wealth management organisation or private bank management or alternatively a wealth management Awarded To: An individual under 30 showing great promise
that has partnered with regional player or players organisation that demonstrates support for women in their working in wealth management.
career development.
MANAGEMENT CONSULTANCY (NON-TECH) WEALTH MANAGEMENT RISING STAR UNDER 40
Awarded To: Any organisation which advises wealth managers on LEADING CEO - PRIVATE BANK Awarded To: An individual under 40 showing great promise
corporate strategy and business models. Awarded To: An exceptional business leader in a private bank working in wealth management.
with a South-East Asia presence.
OVERALL ESG OFFERING
Awarded To: An organisation with an outstanding ESG LEADING COO- PRIVATE BANK
proposition and offering. Awarded To: An exceptional operational leader in a private bank
with a South-East Asia presence.
OVERALL SUSTAINABILITY OFFERING
Awarded To: An organisation with an outstanding sustainability LEADING INDIVIDUAL (BANKER)
proposition and offering. Awarded To: An individual working within a bank. Age and
experience is no bar but something special should mark out this
OVERALL IMPACT INVESTING OFFERING individual working in the private client world.
Awarded To: An organisation with an outstanding impact invest-
ing proposition and offering. LEADING INDIVIDUAL (ADVISOR)
Awarded to: An individual not from a bank. Age and experience
OVERALL DIVERSITY & INCLUSION OFFERING is no bar but something special should mark out this individual
Awarded To: An organisation with an outstanding diversity and working in the private client world.
inclusion proposition and offering.
OUTSTANDING CONTRIBUTION TO WEALTH
MANAGEMENT (INDIVIDUAL)
Awarded To: An Individual that has made an outstanding
contribution to the wealth management industry.
The Tenth Annual WealthBriefingAsia Awards 2022 | INFORMATION PACK
WealthBriefingAsia
AWARDS 2022
Award Categories (Available for individual sponsorship)
INVESTMENT PLATFORM RISK MONITORING AND MANAGEMENT
WealthTechAsia Awarded To: An organisation offering investment management Awarded To: A provider of risk monitoring and/or management
AWARDS 2022 brought to you by
technology in Asia.
INNOVATIVE SOLUTION
services to the Asia wealth management market.
CLIENT REPORTING
Awarded To: A technology company whose offering to the Asia Awarded To: A client reporting solution provider to the Asia
wealth management market is viewed as challenging the status wealth management market.
quo.
GENERAL WEALTHTECH CATEGORIES DATA PROTECTION SOLUTION
(PAN-ASIA) STRUCTURED PRODUCTS SOLUTION Awarded To: A data protection solution provider to the Asia
Awarded To: A company whose structured products or service wealth management market.
OVERALL ASIA WEALTHTECH PROVIDER provision to the Asia wealth management market is viewed as
Awarded To: A technology business specialising in wealth both innovative and best in class. CORE BANKING SOFTWARE
management in the Asia market. Awarded To: A provider of core banking technology for the Asia
SUITABILITY wealth management market.
ONBOARDING PRODUCT Awarded To: A provider of client suitability solutions in the Asia
Awarded To: A wealth-management focussed provider operating wealth management market. FAMILY OFFICE SOLUTION
in the Asia market that offers onboarding solutions. Awarded To: Any technology that enhances the operation of
FRONT OFFICE family office in Asia.
CLIENT LIFECYCLE MANAGEMENT Awarded To: A provider of any front office solution to the Asia
Awarded To: A technology provider operating in the Asia market wealth management market. CYBER SECURITY
that offers solutions in any aspect of the client journey. Awarded To: A solution that helps counter the threat posed by
BLOCKCHAIN-BASED SOLUTION cyber crome to the wealth management community in Asia.
CRM PROVIDER Awarded To: A solution provider to the Asia wealth management
Awarded To: A technology business providing client relationship market that uses blockchain technology in, or as part of, its ROBO PRODUCT OR PLATFORM
solutions to Asia wealth management businesses. offering. Awarded To: A platform, product or solution that reduces human
interaction in the wealth management process in Asia.
TRANSACTION PROCESSING DATA PROVIDER
Awarded To: A transaction processing solution provider Awarded To: A provider of data services to the Asia wealth EAM PLATFORM
operating in the Asia wealth management market. management market. Awarded To: A bank or custodian providing a platform on which
external asset managers (FIMs) in Asia can service their clients.
PORTFOLIO MANAGEMENT PAYMENT RECONCILIATION SERVICES
Awarded To: A technology provider offering portfolio Awarded To: A provider of payment reconciliation services to the
management solutions to the Asia wealth management market. Asia wealth management market.
The Tenth Annual WealthBriefingAsia Awards 2022 | INFORMATION PACK
WealthBriefingAsia
AWARDS 2022
Award Categories (Available for individual sponsorship)
ARTIFICIAL INTELLIGENCE (AI) APPLICATION REGTECH & COMPLIANCE CATEGORIES THOUGHT LEADERSHIP
Awarded To: A technology company that uses Artificial (PAN-ASIA) Awarded To: A consultancy for its thought leadership for the Asia
Intelligence as all or part of its offering to the Asia wealth wealth management industry.
management market. INNOVATIVE COMPLIANCE/REGTECH PRODUCT
Awarded To: A compliance or regulation technology solution for TRAINING SOLUTION
NEWCOMER/START-UP the Asia wealth management market that can demonstrate a Awarded To: A consultancy for its work in training for the Asia
Awarded To: A technology business that is in early stage new approach or significant innovation. wealth management industry.
development and has an offering for the Asia wealth
management market. KYC PRODUCT BEST IMPLEMENTATION/PARTNER
Awarded To: A technology provider that delivers a know your Awarded To: A consultancy for its work in implementing a
CLIENT COMMUNICATION SOLUTION OR TOOL customer solution for the Asia wealth management community. technology solution for an Asia wealth management business.
Awarded To: A solution provider that enables or enhances
communications between wealth managers and their clients in REGULATORY REPORTING
Asia. Awarded To: A technology provider that delivers a regulatory INDIVIDUAL & LEADERSHIP WEALTHTECH
reporting solution for the Asia wealth management community. CATEGORIES (PAN-ASIA)
DIGITAL OFFERING
Awarded To: A business that enables Asia wealth managers to DATA GOVERNANCE GROWTH/BUSINESS DEVELOPMENT STRATEGY/
leverage digital channels and/or media to better interact with Awarded To: A technology provider that delivers a data ACQUISITION
their clients. governance solution for the Asia wealth management Awarded To: A wealth technology business for its strategy in Asia.
community.
CLIENT ACCOUNTING THOUGHT LEADERSHIP (NON CONSULTANCY)
Awarded To: A solution that provides client accounting solutions Awarded To: A wealth technology business for its thought
for the Asia wealth management market. WEALTHTECH CONSULTANCY & TRAINING leadership in Asia.
CATEGORIES (PAN-ASIA)
BEST NEWCOMER WEALTHTECH EMPLOYER
Awarded To: A technology business that is new to the Asia wealth OVERALL BEST CONSULTANCY Awarded To: A wealth technology provider active in the Asia
management whatever its size or sector. Awarded To: A consultancy active in the Asia wealth market.
management market.
CHIEF TECHNOLOGY OFFICER (CTO)
OUTSOURCING/PARTNERSHIP Awarded To: An individual working with an organisation active in
Awarded To: A consultancy for its work in outsourcing and/or the Asia market.
partnerships with Asia wealth management businesses.
The Tenth Annual WealthBriefingAsia Awards 2022 | INFORMATION PACK
WealthBriefingAsia
AWARDS 2022
Award Categories (Available for individual sponsorship)
REGIONAL MANAGEMENT TEAM/CEO GENERAL WEALTHTECH CATEGORIES GENERAL WEALTHTECH CATEGORIES (INDIA)
Awarded To: A local management team from a technology (AUSTRALASIA)
company active in Asia. OVERALL WEALTHTECH PROVIDER
OVERALL WEALTHTECH PROVIDER Awarded To: A wealth technology business active in the India
INNOVATOR OF THE YEAR Awarded To: A wealth technology business active in the wealth management market.
Awarded To: An individual, business or team that can Australasia wealth management market.
demonstrate genuine innovation in wealth management INNOVATIVE CLIENT SOLUTION
technology in Asia. INNOVATIVE CLIENT SOLUTION Awarded To: A technology company whose offering to the India
Awarded To: A technology company whose offering to the wealth management market is viewed as challenging the status
DIVERSITY Australasia wealth management market is viewed as challenging quo.
Awarded To: A wealth technology business for its commitment to the status quo.
diversity in Asia.
REGTECH CATEGORY (INDIA)
LEADING INDIVIDUAL REGTECH CATEGORY (AUSTRALASIA)
Awarded To: An outstanding individual for their work in the INNOVATIVE COMPLIANCE/REGTECH PRODUCT
wealth technology sector in Asia. INNOVATIVE COMPLIANCE/REGTECH PRODUCT Awarded To: A compliance of regulation technology solution for
Awarded To: A compliance or regulation technology solution for the India wealth management market that can demonstrate a
WOMEN IN WEALTHTECH the Australasia wealth management market that can new approach or significant innovation.
Awarded To: An outstanding woman for their work in the wealth demonstrate a new approach or significant innovation.
technology sector in Asia.
CONSULTANCY CATEGORY (INDIA)
MARKETING TEAM/PR CONSULTANCY CATEGORY (AUSTRALASIA)
Awarded To: A marketing or PR team for their work in the wealth CONSULTANCY SERVICES
technology sector in Asia. CONSULTANCY SERVICES Awarded To: A consultancy active in the India wealth
Awarded To: A consultancy active in the Australasia wealth management market.
LIFETIME ACHIEVEMENT management market.
Awarded To: An individual to recognise their outstanding
achievement over a substantial career in wealth management INDIVIDUAL & LEADERSHIP CATEGORY
technology in Asia. INDIVIDUAL & LEADERSHIP CATEGORY (INDIA)
(AUSTRALASIA)
RECRUITER LEADING INDIVIDUAL
Awarded To: A wealth technology business active in Asia for its LEADING INDIVIDUAL Awarded To: An outstanding individual for their work in the
ability to recruit and retain talent in the market. Awarded To: An outstanding individual for their work in the wealth technology sector in India.
wealth technology sector in Australasia.
The Tenth Annual WealthBriefingAsia Awards 2022 | INFORMATION PACKWealthBriefingAsia
AWARDS 2022
Why Sponsor?
Benefits • Exposure across our subscription base and associated Media
international media (60,000 subscribers worldwide).
To enhance the independence and credibility of these • Extensive brand exposure on the night to over 150 of All sponsors will receive coverage in WealthBriefingAsia
awards, sponsorship is only open to businesses not Singapore’s leading private banking, C-level executives and also feature in the awards program, together with
competing for these awards. These prestigious awards and guests. other media listed as follows:
recognise excellence within the wealth management and • The opportunity to target an affluent market with high • WealthBriefing
private banking industry. In addition they provide your disposable income. • Family Wealth Report
business with a highly affluent, captive audience of • Excellent networking opportunities with senior
private bankers, lawyers, accountants and financial decision-makers.
advisors across the wealth management sector. • Association with leading industry awards. FOR SPONSORSHIP OPPORTUNITIES CONTACT:
• The chance to develop new contacts and expand your ANDREW DEANE
sales network. Business Development Director - WealthBriefingAsia
Consequently these awards present your business with
UK Mobile: +44 7957 782290
a unique opportunity to be involved in industry sector • Increased brand exposure within the wealth
WhatsApp: +44 7852 996907
sponsorship giving your company the following: management sector. andrew.deane@clearviewpublishing.com
Partners who support our global awards
bitarisk.
BETTER INTELLIGENCE THROUGH ANALYSIS
The Tenth Annual WealthBriefingAsia Awards 2022 | INFORMATION PACKWealthBriefingAsia
AWARDS 2022
Sponsorship Opportunities
SPONSORSHIP BENEFITS HEADLINE AWARD CATEGORY
Verbal acknowledgement from awards host 3 3
Guest invite for gala celebration 10 5
Branding on awards backdrop 3 3
Logo in awards programme 3 3
Full-page colour advertisement in awards programme 3 3
300-word profile in awards programme 3 3
Web banner on main awards event website with link 3 3
Opportunity to make welcome speech from main awards podium 3
Name associated with an award category 3 3
Opportunity to present award to category winner 3 3
Opportunity to present 3 key awards 3
Logo on table plan 3
Interview with the Editor 3
Branding in the drinks reception area (to be approved by the organiser) 3
Professionally Produced Video 3 3
US$12,500 US$7,500
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AWARDS 2022
Awards Publication
Acclaim: WealthBriefingAsia’s Exclusive Awards Record of Achievement
These awards publications have been created to maximise the marketing potential
for successful firms to tell their most critical markets of their achievements.
ACCLAIM ACCLAIM ACCLAIM
ACCLAIM | WealthBriefingAsia Recognises Leaders Across the Global Wealth Management Industry 17
ACCLAIM | WealthBriefingAsia Recognises Leaders Across the Global Wealth Management Industry 51
ACCLAIM | WealthBriefingAsia Recognises Leaders Across the Global Wealth Management Industry 83
THE WEALTHBRIEFINGASIA THE WEALTHBRIEFINGASIA
THE WEALTHBRIEFINGASIA
AWARDS WINNERS 2021 AWARDS WINNERS 2019
RECOGNISING LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY RECOGNISING LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY
AWARDS WINNERS 2020 RECOGNISING LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY
THROUGH THE WEALTHBRIEFINGASIA AWARDS PROGRAMME
THROUGH THE WEALTHBRIEFINGASIA AWARDS PROGRAMME THROUGH THE WEALTHBRIEFINGASIA AWARDS PROGRAMME WINNERS: PRIVATE CLIENT CATEGORIES - GREATER CHINA
WINNERS: PRIVATE CLIENT CATEGORIES (SOUTH-EAST ASIA) WINNERS: PRIVATE CLIENT CATEGORIES (GREATER CHINA)
LEGAL TEAM – GREATER CHINA INDEPENDENT TRUST OR FIDUCIARY COMPANY –
EXCLUSIVE
LEGAL TEAM (GREATER CHINA) INSTITUTIONAL TRUST OR FIDUCIARY COMPANY GREATER CHINA
LEGAL TEAM INSTITUTIONAL TRUST OR FIDUCIARY COMPANY
EXCLUSIVE
(GREATER CHINA)
WINNERS OF
EXCLUSIVE WealthBriefingAsia
AWARDS 2021
WealthBriefingAsia
AWARDS 2021
THE 8TH ANNUAL WealthBriefingAsia
AWARDS 2020
WealthBriefingAsia
AWARDS 2020
WINNERS OF THE 2019
WealthBriefingAsia
AWARDS 2019
WealthBriefingAsia
AWARDS 2019
WINNERS OF WEALTHBRIEFINGASIA WEALTHBRIEFINGASIA TAX/ACCOUNTANCY TEAM – GREATER CHINA INSTITUTIONAL TRUST OR FIDUCIARY COMPANY –
THE 9TH ANNUAL
TAX/ACCOUNTANCY TEAM (GREATER CHINA) ESTATE PLANNING TEAM (GREATER CHINA) GREATER CHINA
TAX TEAM ESTATE PLANNING AWARDS 2020 AWARDS
WEALTHBRIEFINGASIA
AWARDS 2021 WealthBriefingAsia
AWARDS 2020
WealthBriefingAsia
AWARDS 2020
WealthBriefingAsia
AWARDS 2019
WealthBriefingAsia
AWARDS 2019
WealthBriefingAsia WealthBriefingAsia
AWARDS 2021 AWARDS 2021
ESTATE PLANNING – GREATER CHINA MANAGEMENT CONSULTANCY – GREATER CHINA
INDEPENDENT TRUST OR FIDUCIARY COMPANY MANAGEMENT CONSULTANCY (GREATER CHINA)
(GREATER CHINA)
INDEPENDENT TRUST OR FIDUCIARY COMPANY
WealthBriefingAsia WealthBriefingAsia
WealthBriefingAsia WealthBriefingAsia AWARDS 2019 AWARDS 2019
AWARDS 2020 AWARDS 2020
WealthBriefingAsia
AWARDS 2021
WINNERS: PRIVATE CLIENT CATEGORIES (SOUTH-EAST ASIA) WINNERS: PRIVATE CLIENT CATEGORIES - SOUTH-EAST ASIA
WINNERS: PRIVATE CLIENT CATEGORIES (GREATER CHINA REGION) LEGAL TEAM (SOUTH-EAST ASIA) INDEPENDENT TRUST OR FIDUCIARY COMPANY – LEGAL TEAM – SOUTH-EAST ASIA INDEPENDENT TRUST OR FIDUCIARY COMPANY –
(SOUTH-EAST ASIA) SOUTH-EAST ASIA
LEGAL TEAM INDEPENDENT TRUST OR FIDUCIARY COMPANY
WealthBriefingAsia WealthBriefingAsia
AWARDS 2020 AWARDS 2020 WealthBriefingAsia WealthBriefingAsia
AWARDS 2019 AWARDS 2019
WealthBriefingAsia WealthBriefingAsia TAX TEAM (SOUTH-EAST ASIA) INSTITUTIONAL TRUST OR FIDUCIARY COMPANY
AWARDS 2021 AWARDS 2021 (SOUTH-EAST ASIA) TAX/ACCOUNTANCY TEAM – SOUTH-EAST ASIA ESTATE PLANNING TEAM – SOUTH-EAST ASIA
TAX TEAM
WealthBriefingAsia WealthBriefingAsia
AWARDS 2020 AWARDS 2020 WealthBriefingAsia WealthBriefingAsia
AWARDS 2019 AWARDS 2019
ACCOUNTANCY TEAM (SOUTH-EAST ASIA) ESTATE PLANNING TEAM (SOUTH-EAST ASIA)
WealthBriefingAsia
AWARDS 2021
WealthBriefingAsia WealthBriefingAsia
AWARDS 2020 AWARDS 2020
August 2019
August 2021 July 2020
We understand wealth.
IN A CHANGING WORLD,
ACCLAIM | WealthBriefingAsia Recognises Leaders Across the Global Wealth Management Industry 11 ACCLAIM | WealthBriefingAsia Recognises Leaders Across the Global Wealth Management Industry 41
WE LINK ENTREPRENEURS’ ACCLAIM | WealthBriefingAsia Recognises Leaders Across the Global Wealth Management Industry 13
PERSONAL AND PROFESSIONAL The highest
INTERESTS. “ONE BANK” MODEL
AIDED BNP PARIBAS standards in Private
A POTENT MIX OF ORGANIC,
INORGANIC GROWTH KEEPS But more importantly, THE ENTREPRENEURIAL SPIRIT
EFG BANK AG
CLIENTS IN TOUGH TIMES
Arnaud Tellier, CEO for Asia-Pacific at BNP Paribas Wealth Management, talks to
WealthBriefingAsia Group Editor Tom Burroughes on the strengths of this business.
Wealth Services INTERTRUST AHEAD IN ASIA
Alice Lau, Executive Director and Head of Private Wealth services,
Intertrust Hong Kong, talks to Tom Burroughes of WealthBriefingAsia,
we understand you. Oliver Balmelli, Deputy CEO and Head of Private Banking, EFG Bank AG,
about why this firm is an award-winner. Singapore Branch talks to Tom Burroughes, editor of WealthBriefingAsia,
about its competitive achievements.
O
What sets you apart from your peers this way we operate and made working from home sustainable growth, client servicing, people in- perating since 1952, Intertrust is listed experienced and has been with the company Responding to demand shift: Over the past
year and why? the new normal. vestment and strategic thinking to the benefit on the Euronext, Amsterdam. Intertrust for over 25 years. Over 62 per cent of its staff years, Hong Kong has been playing an active
The BNP Paribas Group has a strong her- of our clients.
provides multi-jurisdictional private cli- has been with the firm for more than 10 years and leading role in the IPO market globally. In-
itage in Asia with a presence dating back to How has your business and business
ent and family office administration for HNW with 29% having tenure of more than 15 years. tertrust Hong Kong team continues assisting
160 years and established a branch office in model reacted to the pandemic? Have
individuals and their families, family offices and All client-facing professionals either hold or clients in the region, especially those Chinese
Singapore since 1968. BNP Paribas Wealth you introduced new working practices WealthBriefingAsia owner-managed businesses. Building long- are studying towards relevant industry profes- start-ups and entrepreneurs looking to go pub-
AWARDS 2021
E
Management has been a leading private bank that will endure?
term partnerships, founded on mutual trust, In- sional qualifications. Some of the employees lic in Hong Kong, with the structuring of pre-IPO FG International is a global private How has entering these awards had a
in Asia for decades, with operations in Hong The COVID-19 outbreak has completely re-
tertrust works with its clients to provide tailored, have achieved the highest grades in the coun- trust for holding their shares to meet the needs banking group offering private banking galvanizing impact on you and your
Kong, Singapore and Taiwan. Our wealth man- invented the way business operates. Adoption
“ASIA PACIFIC IS A VERY
NEXT-GEN PROGRAM WINNER
- SOUTH-EAST ASIA BNP Paribas Wealth practical solutions that are flexible enough to try for their ICSA and STEP exams. Intertrust is of asset protection and succession planning. and asset management services and is business?
agement practice originates from a long histo- of digital processes and solutions that reduce Management
IMPORTANT MARKET
adapt to changing circumstances. also an accredited Platinum Employer Partner In response to the rising popularity of perfor- headquartered in Zurich. Its registered shares
ry of serving families and entrepreneurs in the the need for physical interactions in maintain-
A global leader in providing tech-enabled with STEP on a global and local Hong Kong mance and reward management (PRM) in Asia, (EFGN) are listed on the SIX Swiss Exchange. Entering a platform such as WealthBriefingAsia
region. ing business as usual will remain after the pan-
BNP Paribas Wealth Management leverag- demic. WealthBriefingAsia trust, corporate and fund solutions to clients
operating and investing in the international
level, demonstrating its commitment to creating
a culture of continuous learning and an environ-
in recent years Intertrust has been developing
a strong capability and focus on employee
As a leading Swiss private bank, EFG Interna-
tional has a presence in major financial cen-
Awards, an independent member in the finance
industry and winning two awards for both
FOR EFG WITH CON-
es a “one bank” strategy to mobilise resourc-
es from the BNP Paribas Group by introducing
The work from home experience offers a
trial run of digital working on a grand scale. I AWARDS 2021 business environment, the company has more
than 3,500 employees across 30 jurisdictions
ment to pursue the professions of its people.
Intertrust has private wealth focused offices
benefit trust and share plans by leveraging on
market-leading technologies. Intertrust’s PRM
tres and growth markets. It has strong roots in
Switzerland, with Zurich, Geneva and Lugano
IAM and Investment Solution is evidence of
EFG’s high level quality both in terms of offering
SIDERABLE GROWTH
our clients to services provided by other busi- believe it has shed new light on establishing a
POTENTIAL. WITH THIS
CUSTOMER FACING DIGITAL WINNER
CAPABILITIES - SOUTH-EAST ASIA BNP Paribas Wealth
ness lines in addition to wealth management remote workforce of the future and will revolu- Management in Europe, the Americas, Asia Pacific and the in most key financial jurisdictions, including offering emerges as an innovative solution, serving as key hubs for the governance and and expertise.
RECOGNITION, WE ARE
offerings. Our holistic approach ensures that tionalise the traditional mode of working. While Middle East. Intertrust delivers high-quality, tai- Hong Kong, Singapore, Luxembourg, Guern- providing trustee and plan administration ser- operation of the bank.
lored private wealth, fund, corporate and capi- sey, Jersey, Cayman Islands, Curacao, BVI, vices, delivering and managing rewards and in- Asia Pacific is a very important market for
not only are clients able to tap into a com- COVID-19 has put to test human endurance WealthBriefingAsia
tal market services to its clients. The company Bahamas, Switzerland and the Middle East. centives for both senior management and their EFG International operates in around 40 lo- EFG with considerable growth potential. With
FURTHER INSPIRED TO
prehensive suite of product and financing of-
ferings from wealth management, they also
across industries, it has also served a greater
understanding of the digital working environ- AWARDS 2021 works with global law and accountancy firms,
multinational corporations, financial institutions,
Building on extensive knowledge and expertise,
their global teams provide tailored, innovative
wider employee base. cations worldwide, with a network spanning
Europe, Asia Pacific, the Americas and the
this recognition, we are further inspired to
drive EFG’s growth ambitions for the Private DRIVE EFG’S GROWTH
benefit from our investment bank, real estate ment, which no amount of testing in simulation CREDIT PROVIDER WINNER
fund managers, high net worth individuals and and proactive private wealth services to meet What do you hope will be the result of Middle East. EFG International has a strong Banking business in the region with a focus
AMBITIONS FOR THE
- SOUTH-EAST ASIA BNP Paribas Wealth
or asset management services among others. could have prepared teams to handle. Management
In the toughest of times, as we faced since family offices. client’s wealth planning requirements. receiving this accolade? How does it help presence in Asia Pacific, with offices in Hong on further enhancing the overall client experi-
PRIVATE BANKING
2020, when strong banks are needed the most, What lessons have been learnt that can your business in this region? Kong, Singapore, Shanghai, Jakarta and ence in Investment Solutions and Wealth Solu-
WealthBriefingAsia What sets you apart from your peers in the What are going to do to stay on the front This is the fifth consecutive year Intertrust has Australia. As one of the best-capitalised Swiss tions and IAM, and increasing EFG’s market
we never waver in our long term support and be carried forward?
never lost sight of serving our clients. Client fo-
cus is more important than ever in delivering
The pandemic has demonstrated the re-
markable resilience and strength of the human
AWARDS 2021 Asia-Pacific region this year and why? foot in a fast-growing but also challenging
region such as this?
received “Best Independent Trust/Fiduciary
Company – Greater China”. This accolade is
private banks, EFG International is a financial
partner that offers the security and solidity
penetration in dynamic key markets.
BUSINESS IN THE
REGION WITH A
CLIENT SERVICE - SOUTH-EAST ASIA WINNER
on our promise, of staying connected to our spirit and showed tenacity to overcome chal- BNP Paribas Wealth Growth and technology are key drivers un- Tech-enabled growth: With the growth strat- a valuable recognition to reflect on its service needed to provide clients with effective sup- How do you use these awards to give
Management
port. An entrepreneurial spirit has shaped the incentives to colleagues to keep raising
FOCUS ON FURTHER
clients - providing them with the right guidance lenges and quickly adapt to the new normal. derpinning Intertrust’s strategy which set it egy in mind, the organisation has been actively excellence, innovation, global connection and
and tools to facilitate their interactions with us, At BNP Paribas Wealth Management we apart from its peers in the Asia-Pacific region. exploring the best ways to expand and provide responsiveness. This great achievement fur- bank since it was established in 1995, en- standards, developing new services and
WealthBriefingAsia
ENHANCING THE
and more importantly their wealth objectives. have come across innumerable stories of In 2019, Intertrust has been seeking growth, ei- the highest level of service for their clients. ther bolsters the market position of Intertrust abling it to develop hands-on solutions and to products?
We have reacted quickly to embrace
change leveraging on our digital ready infra-
adaptability and of ingenuity of our teams; in
being able to surmount challenges that might
AWARDS 2021
FX SOLUTION PROVIDER WINNER
ther organically or through acquisition, to bring
in new clients, services, technology and talents.
Technology is going to help the organisation to
drive growth and set new standards, especially
to stand out from competitions in the private
wealth space, strengthening its industry credi-
build long-lasting client relationships.
These awards reflect our colleagues’ passion,
OVERALL CLIENT
structure and will continue to use digital tools have ordinarily seem indomitable. We have re- Below are some key achievements to enhance through their acquisition of Viteos. In addition bility to existing and prospecting customers. How do you think receiving this award extensive knowledge of the private banking in-
EXPERIENCE IN
- GREATER CHINA REGION BNP Paribas Wealth
Management
in business and client interactions. In fact, we defined workflows, streamlined our operations their technological capability and expand to the comprehensive fund solutions, Viteos’ Winning the award is a great way to recog- helps you to stand out from your dustry and dedication to the work performed
competition? across the region. We are very encouraged
INVESTMENT
embarked on a bank-wide digital transforma- and rewritten the rules of engagement. global network: leading-edge technology across artificial in- nise the hard work of Intertrust’s people con-
tion journey in 2017. One of the major lessons from this crisis is WealthBriefingAsia • the acquisition of Viteos, a leading-edge telligence, block chain and robotics process tributed over the past years. This success in- and will continue to focus on our clients by un-
As an entrepreneur, you can drive positive impact for the future with Lastly, we only focus on what is important to to make business continuity plan an integral
AWARDS 2021 technology solutions provider for funds; automation enable Intertrust to significantly en- spires the team to continue to meet those high Being awarded the Best IAM Platform &
Offering and Best Investment Management
derstanding their individual needs and seek-
ing the best outcome for them. At EFG, we SOLUTIONS, WEALTH
Entrepreneurial thinking.
each business decision. To help you achieve your ambitions in line with our clients and in areas where we are relevant part in our business plan; taking into account • the opening of new offices in Shenzhen hance their service offering, benefitting clients standards and strengthen their belief in the
SOLUTIONS AND IAM.”
MARKET TEAM - INDONESIA WINNER
Platform is an acknowledgement of the trust constantly expand our services and products.
your values, we bridge the professional and personal with solutions and make a real difference by bringing value all possible contingencies and the continued BNP Paribas Wealth
Management
Our reputation as one of the world’s most distinguished providers of FAMILY OFFICE SERVICES and New Zealand; and in the Americas, Europe and Asia – and across exceptional level of client service they provide.
and confidence that our clients and partners
to all stakeholders. These awards are a true investment in people and technology. It has
Private banking.
adapted to your needs. Private Wealth Services has been in the making since 1952. We combine • the launching of IRIS, a global client portal private wealth, corporates, funds, and capital Alice Lau, Executive Director and Head of
testament to our priorities. been inevitable that technology and people supporting its clients to have a clear view on markets. Private Wealth Services, Intertrust Hong Kong efginternational.com have in EFG. We are constantly striving to offer Most recently, EFG International announced it
Your wealth has a voice. Let it be heard. truly separates failure from success. WealthBriefingAsia our global reach with local knowledge, working closely with our clients BUSINESS SUCCESSION the details of their legal entities across multiple Driving transformation: To align the commer- said: “We are very thrilled to have received this tailor made solutions to best meet their needs. will be enhancing its global offering for IAM by
How have your colleagues contributed to-
wards the success of your organisation? What do you hope will be the result of AWARDS 2021 and their advisers to truly understand their needs and circumstances. jurisdictions in a secured digital environment.
Over the past few years, Hong Kong bourse
cial and marketing strategies, Intertrust has been
working on the establishment of Centres of Ex-
prestigious award voted by a panel of industry
top leaders. Our independence, integrity, sta- To remain competitive and to keep up with the
expanding its services to include a compre-
hensive multicustody platform. The new plat-
Despite challenging economic conditions receiving this accolade? How does it help
MARKET TEAM - SINGAPORE WINNER
BNP Paribas Wealth
We’re committed for the long-term, and we pride ourselves on our PHILANTHROPY ranked first globally in terms of IPO proceeds, cellence (CoE) in India and migrating of selected ble team and deep relationships with clients EFG International’s global private banking network operates in around 40 locations worldwide, including Zurich, Geneva, general industry trend toward digitalisation, form is being developed in partnership with
last year, our teams demonstrated exception- your business in this region? Management exceptional level of client service and the relationships we’ve built. we have launched our EFG Mobile Banking AM-One AG, a subsidiary of Expersoft Sys-
cementing its position as the world’s leading client support functions to CoE which becomes are key elements to make us stand out from Lugano, London, Madrid, Milan, Monaco, Luxembourg, Hong Kong, Singapore, Shanghai, Jakarta, Miami, Bogotá and application. This will provide EFG clients with tems AG, which is one of the leading providers
The bank PRIVATE TRUST COMPANY
al professionalism and kept a clear goal on IPO hub. Intertrust’s Hong Kong team provide an extension of team within the organisation, the competition and to be recognised as the
delivering when it mattered the most. Positive We are very pleased and honoured to re- WealthBriefingAsia pre-IPO trusts to clients across the region and with enhanced innovation and new technology leading player in the private wealth space. This
Montevideo. In Singapore, EFG Bank AG’s principal place of business is located at 25 North Bridge Road, #07-00 EFG the possibility to easily access and check their of innovative software solutions for asset and
Bank Building, Singapore 179104, T +65 65954888. EFG Bank AG, Singapore Branch (UEN Number: T03FC6371J) is author-
AWARDS 2021
portfolios, verify the last transactions that were wealth managers.
for a changing
momentum was gathered on advisory and dis- ceive nine awards from WealthBriefingAsia has been the leading firm in Hong Kong for capabilities. CoE will help Intertrust accelerate long-standing recognition also helps us foster
cretionary mandates, and we were successful Awards 2021. These awards are a benchmark setting up private trusts and employee benefit the operational efficiency and build on the prog- talent attraction and retention.” ised as a licensed bank by the Monetary Authority of Singapore pursuant to the Banking Act (Cap. 19) and is an Exempt executed and help them to be up to date with
their portfolio distribution. This would be an es- The new offering will be launched on 01 Sep-
world
in on-boarding new clients, which are key to for excellence and it also reaffirms our position PRIVATE BANK OR WEALTH
MANAGER - SINGAPORE
WINNER
BNP Paribas Wealth trusts for Chinese IPOs. ress they have already made to foster a culture of Financial Adviser as defined in the Financial Advisers Act (Cap 110). This advertisement has not been reviewed by
sustainable business growth. Keeping with as an industry leader. To us, it isn’t just about Management
continuous performance improvement. sential tool for our clients to facilitate keeping tember 2019. With this step, EFG aims to fur-
the demands of the time and the situation, we winning, simply being a finalist or shortlisted the Monetary Authority of Singapore. In Hong Kong, EFG Bank AG’s principal place of business is located at 18th Floor, track of their finances. ther strengthen its global coverage of the IAM
How have your colleagues contributed Intertrust believes that continued investment in
engaged our clients through virtual platforms in an award category meant that the industry WealthBriefingAsia towards the success of your organisation? technology is a real differentiator and will contin- International Commerce Centre, 1 Austin Road West, Kowloon, Hong Kong, T + 852 2298 3000. EFG Bank AG, Hong Kong segment. We are convinced that our teams
Branch (CE Number: AFV863) is authorised as a licensed bank by the Hong Kong Monetary Authority pursuant to the In line with the industry trends, going forward will continue to make significant contribution
such as conference calls and webinars; pre-
senting our views as a firm. All of this could
recognizes our strength and capabilities in
the given space. These awards celebrate the AWARDS 2021 Intertrust has strong and stable team of ex-
perienced and qualified private wealth profes-
ue to drive its transformation programme in be-
coming the leading tech-enabled services firm. Banking Ordinance (Cap. 155) and is authorised to carry out Type 1 (dealing in securities), Type 4 (advising in securities)
EFG will continue to enhance its services in to sustainably growing and developing our
not have been achieved without the energy hard work of our teams and motivate us to UHNW TEAM - SOUTH-EAST ASIA WINNER
BNP Paribas Wealth
intertrustgroup.com/ sionals, most of them have been serving the The company stays focused to step up its trans- and Type 9 (asset management) regulated activities in Hong Kong.
order to best meet the needs of our clients. business.
and resiliency our teams put into rethinking the further improve through innovation, diversity, Regulatory information is detailed on
This advertisement is for informational purposes. It is not an offer for the purchase or sale of any financial instrument, investment product or service and should not be relied upon. You should seek
your own independent advice accordingly. BNP Paribas, a French Société Anonyme with a capital of 2.499.597.122 Euros, Head Office 16 boulevard des Italiens, 75009 Paris, France, registered under
Management
intertrustgroup.com/legalnotice privatewealth company for a long time. Private Wealth team
in Hong Kong is led by Alice Lau, who is highly
formation programme and build the next genera-
tion of specialised administration services.
number 662 042 449 RCS Paris, registered in France as a bank with the French Autorité de Contrôle Prudentiel et de Résolution and regulated by the French Autorité des Marchés Financiers. BNP
Paribas Wealth Management, is a wholly owned subsidiary of BNP Paribas. It operates through its branches in Singapore and Hong Kong. © BNP Paribas (2021). All rights reserved.
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