Congratulations to all involved from the WealthBriefingAsia team.

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (TECH VENDORS ONLY)

FRONT OFFICE SOLUTION

WINNER
SS&C Advent

TRANSACTION PROCESSING SOLUTION

WINNER
ERI Banking Software
 
PORTFOLIO MANAGEMENT

WINNER
SS&C Institutional and Investment Management

CLIENT REPORTING

WINNER
FundCount

COMPLIANCE

WINNER
Refinitiv

CRM SYSTEM

WINNER
Wealth Dynamix

OUTSOURCING SOLUTION

WINNER
SS&C Advent

DATA PROVIDER

WINNER
FACTSET

CLIENT ACCOUNTING

WINNER
FundCount

ONBOARDING

WINNER
Appway

INNOVATIVE CLIENT SOLUTION

WINNER
IMTF Banking Software

CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION

WINNER
Wealth Dynamix

INDIAN FINTECH SOLUTION

WINNER
Valuefy

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (IN-HOUSE SOLUTIONS ONLY)

INNOVATIVE CLIENT SOLUTION

WINNER
BNP Paribas Wealth Management

MARKETING/PR CATEGORIES

BEST MARKETING OR PR CAMPAIGN

WINNER
Indosuez Wealth Management

PRIVATE CLIENT CATEGORIES  - GREATER CHINA

LEGAL TEAM – GREATER CHINA

WINNER
Withersworldwide

TAX/ACCOUNTANCY TEAM – GREATER CHINA

WINNER
Baker McKenzie

INDEPENDENT TRUST OR FIDUCIARY COMPANY – GREATER CHINA

WINNER
Intertrust

INSTITUTIONAL TRUST OR FIDUCIARY COMPANY – GREATER CHINA

WINNER
BMO Private Bank

ESTATE PLANNING – GREATER CHINA

WINNER
Stephenson Harwood

MANAGEMENT CONSULTANCY – GREATER CHINA

WINNER
London and Capital Asia

PRIVATE CLIENT CATEGORIES – SOUTH-EAST ASIA

LEGAL TEAM – SOUTH-EAST ASIA

WINNER
Baker McKenzie Wong & Leow

TAX/ACCOUNTANCY TEAM – SOUTH-EAST ASIA

WINNER
BDO

INDEPENDENT TRUST OR FIDUCIARY COMPANY – SOUTH-EAST ASIA

WINNER
Trident Trust

ESTATE PLANNING TEAM – SOUTH-EAST ASIA

WINNER
Withers KhatterWong

INVESTMENT MANAGEMENT CATEGORIES – SOUTH-EAST ASIA

INDEPENDENT WEALTH MANAGER  - SOUTH-EAST ASIA

WINNER
Golden Equator Wealth - Winner
Taurus Wealth Advisors – Highly Commended

FUND MANAGER – SOUTH-EAST ASIA

WINNER
Ensemble Capital

EXTERNAL ASSET MANAGEMENT PLATFORM AND OFFERING – SOUTH-EAST ASIA

WINNER
EFG Bank AG

BEST ASSET MANAGEMENT FIRM SERVING FAMILY OFFICES AND PRIVATE BANKS  - SOUTH-EAST ASIA

WINNER
Milltrust International Group

ALTERNATIVE INVESTMENT MANAGER – SOUTH-EAST ASIA

WINNER
UOB Alternative Investment Management

FX SOLUTION PROVIDER – SOUTH EAST ASIA

WINNER
Indosuez Wealth Management

INVESTMENT MANAGEMENT CATEGORIES – GREATER CHINA

INDEPENDENT WEALTH MANAGER – GREATER CHINA

WINNER
Raffles Family Office

FX SOLUTION PROVIDER – GREATER CHINA

WINNER
Refinitiv

SPECIAL WEALTH MANAGEMENT CATEGORIES

INTERNATIONAL FINANCE CENTRE

WINNER
Jersey

WEALTH PLANNING TEAM

WINNER
HSBC Private Banking

PHILANTHROPY OFFERING/ INITIATIVE OF THE YEAR

WINNER
BNP Paribas Wealth Management

MOST PROMISING NEW ENTRANT

WINNER
LGT Private Banking Asia

BEST M&A ADVISOR

WINNER
Appleby

EXCELLENCE IN SERVICING NORTH AMERICAN CLIENTS (SUPPORTED BY FAMILY WEALTH REPORT)

WINNER
Stephenson Harwood

PRIVATE BANKING CATEGORIES – SOUTH-EAST ASIA

BEST DOMESTIC PRIVATE BANKING SERVICES - INDIA

WINNER
Waterfield Financial and Investment Advisors

BEST INDIA-BASED TECHNOLOGY FIRM

WINNER
Valuefy

BEST PRIVATE BANK FOR FAMILY GOVERNANCE SERVICES IN SEA

WINNER
LGT Private Banking Asia

NRI OFFERING

WINNER
Credit Suisse

PRIVATE BANK – CUSTOMER FACING DIGITAL CAPABILITIES

WINNER
BNP Paribas Wealth Management

PRIVATE BANK – BEST CREDIT PROVIDER

WINNER
BNP Paribas Wealth Management

BEST PRIVATE BANK – INVESTMENT MANAGEMENT PLATFORM

WINNER
EFG Bank AG

BEST PRIVATE BANK – CLIENT SERVICE

WINNER
Bordier

BOUTIQUE PRIVATE BANK

WINNER
Union Bancaire Privee
             
PURE PLAY PRIVATE BANK

WINNER
Lombard Odier

UHNW TEAM

WINNER
Citi Private Bank

OVERALL BEST ASIA PRIVATE BANK

WINNER
HSBC Private Banking

LEADERSHIP CATEGORIES

WOMEN IN WEALTH MANAGEMENT (COMPANY CONTRIBUTION)

WINNER
Waterfield Financial and Investment Advisors

WOMEN IN WEALTH MANAGEMENT (INDIVIDUAL CONTRIBUTION)

WINNER
Waterfield Financial and Investment Advisors – Sadaf Behbahany

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY)

WINNER
Herbert Smith Freehills

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (INDIVIDUAL)

WINNER
Crossinvest – Rohit Bhuta

LEADING INDIVIDUAL (ADVISOR)

WINNER
BDO – Kylie Luo

LEADING INDIVIDUAL (BANKER)

WINNER
Indosuez Wealth Management – Pierre Masclet

LIFETIME ACHIEVEMENT

Balakrishnan Kunnambath
Credit Suisse