The WealthBriefingAsia EAM Awards 2026 - Acclaim by ClearView Financial Media Team

ACCLAIM NOVEMBER 2026

RECOGNISING LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY THROUGH THE WealthBriefingAsia AWARDS PROGRAMME

The Fifth WealthBriefingAsia EAM Awards 2026

The quiet art of an enduring partnership

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ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

Foreword TOM BURROUGHES Group Editor, WealthBriefingAsia Asia’s wealth management industry continues to evolve at remarkable pace. Changing client expectations, technological innovation, generational wealth transfer and an increasingly complex global environment are reshaping the way firms operate and deliver value. In this dynamic landscape, excellence requires more than strong performance. It demands adaptability, deep expertise, thoughtful innovation and, above all, a clear understanding of clients and their increasingly sophisticated needs. The organisations and individuals recognised in this edition of WealthBriefingAsia Acclaim demonstrate these qualities across a diverse range of disciplines. The WealthBriefingAsia Awards provide an opportunity to recognise those making a meaningful contribution to the region’s wealth management community. Independently judged by experienced industry practitioners, the awards focus on the substance and quality of each submission, highlighting firms and professionals that can demonstrate genuine achievement, innovation and commitment. This publication goes beyond the winners’ names to explore the people, ideas and strategies behind their success. Their perspectives provide valuable insight into how firms are responding to changing market conditions, embracing new technologies, developing their talent and, importantly, continuing to put clients at the centre of their businesses. I would like to extend my congratulations to all the winners and finalists featured in these pages. Their achievements reflect both individual excellence and the continued strength, ambition and diversity of Asia’s wealth management sector. We hope you enjoy this edition of WealthBriefingAsia Acclaim and find it an insightful celebration of the people and organisations helping to shape the future of wealth management across the region.

Contents WEALTHBRIEFINGASIA EAM AWARDS JUDGING PANEL ....................................................................................

INTERVIEWS: Annum Capital ................................................................................... 11 Azimut Investment Management ..................................................... 13 Carret Private Capital Limited ........................................................... 17 Centuriam Limited ............................................................................. 21 Efinity Capital ..................................................................................... 23 Eightstone Pte Ltd ............................................................................. 25 Fargo Wealth Group .......................................................................... 27 Farro Capital ...................................................................................... 29 ICHAM Pte Ltd ................................................................................... 33 Pinnacle Capital Asia ......................................................................... 35 Spark Capital Investment Management ........................................... 37 Sunline Wealth Management ........................................................... 39 TriLake Partners ................................................................................. 41 WIZE ................................................................................................... 43

WEALTHBRIEFINGASIA EAM AWARDS WINNERS IN FULL ................................................................................. 47

OVERVIEW OF THE ASIAN EAM SECTOR Asia’s external asset management (EAM) and multi-family office sector continues to evolve, reflecting the region’s growing wealth, increasingly sophisticated investors and changing expectations around independent advice. While the market defies easy generalisation, its diversity is one of its defining strengths, with firms developing specialist expertise across traditional equities, alternatives, property, sustainable investing, infrastructure and other areas. Many EAMs also differentiate themselves through their client focus, tailoring their propositions to particular markets, generations or client profiles. This specialisation can provide a distinctive advantage as wealthy families and entrepreneurs increasingly seek advice that is independent, highly personalised and aligned with their long-term interests. The sector’s development has also been shaped by the changing relationship between EAMs and their service providers. Often established by experienced professionals leaving banks to build independent businesses, EAMs continue to rely

on banking partners, custodians, technology providers and other specialist firms for critical infrastructure and operational support. At the same time, brokerages, fintechs and technology platforms are increasingly active in the wealth management ecosystem, creating greater choice and competition. The emergence of NextGen wealth is another important driver. Younger generations are placing greater emphasis on transparency, technology, access to broader investment opportunities and independent perspectives, reinforcing the importance of fiduciary principles and client-centric advice. Regulatory developments in key hubs such as Hong Kong and Singapore are also supporting the sector’s evolution, alongside increased attention to governance and operating standards. With Asia’s wealth continuing to expand, EAMs are playing an increasingly important role in the region’s wealth management ecosystem, developing new models and propositions to meet the needs of a rapidly changing client base.

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ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

The Judging Panel Our global awards program is built on the independence of our judges. For the WealthBriefingAsia EAM Awards, the judges are being invited from partners in the custodian banks, technology companies and other service providers. Each judge has signed an NDA to ensure that all the information they receive in the submissions is kept in the strictest confidence.

ANDREA CAMPONESCHI Head of External Asset Managers, Asia Lombard Odier

PIERRE DUPONT Managing Partner WIZE

ELIZABETH HART CEO & Founder Legacy Wealth Advisors

FELICIA HENG Founder and Managing Director Wise Purpose

HASSEN JAUFEERALLY Senior Relationship Manager The Mauritius Commercial Bank

ANNE LIEBGOTT Founder AW+ASIA PACIFIC | MIDDLE EAST

OLIVIER LIVENAIS Global Head of Wealth Leo Wealth

BRUCE WEATHERILL Chairman ClearView Financial Media

UBS Global Financial Intermediaries Our global expert teams are here to help you navigate the financial markets with confidence. Our market-leading technology enables you to execute investment strategies efficiently. Visit our website and get to know us and our offering: ubs.com/fim

WINNER: Andrea Ciaccio - Azimut Investment Management

WINNER: Pauline Soh - Azimut Investment Management

WINNER: Hemant Tucker - Farro Capital

WINNER: Ivy Chen - Farro Capital

WINNER: Jolene Tan - SingAlliance Pte Ltd

WINNER: Y. Rama Rao - Spark Capital

Independent research for a rapidly evolving industry. Our research is developed in collaboration with leading financial institutions and professional services firms and distributed worldwide.

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WINNER: Annum Capital

WINNER: Azimut Investment Management

WINNER: Carret Private Capital Limited

WINNER: Centuriam Limited

unlocking AIpha for Asia

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

Annum Capital: Best EAM in Hong Kong Winner • Best EAM in Hong Kong

Annum Capital

The Structural Case for Independence As a leading financial services group in Hong Kong, Annum has identified three structural advantages of the independent wealth management model. The first is time horizon. At a private bank, a senior relationship manager typically operates within a three-year business plan, while an Asia CEO has five years to make an impact. At an independent firm, advisers can operate on a longer horizon, allowing relationships to develop organically and advisory revenue to grow with them. The second is product neutrality. Independent firms are not tied to a single bank's investment views or proprietary product range. This neutrality is reinforced by economics that reward the quality of the client relationship rather than the sale of particular products. The absence of differential compensation removes a layer of potential bias that even well-intentioned private bankers can struggle to overcome. The third is agility, spanning technology, private market origination, asset allocation and talent. In a fast-moving world, an independent firm can make decisions faster and execute with greater focus – without internal politics or competing incentives. Global Custody In a volatile geopolitical environment, the ability to book assets across multiple jurisdictions has become a meaningful differentiator. While private banks may be global in brand, they remain deeply local in practice, structured around individual booking centres. EAMs, by contrast, treat custodian banks as tools rather than territories. Annum's custodian network spans Hong Kong, Singapore, Zurich, Geneva, Vaduz, Luxembourg, BVI, US onshore and other locations, with half of its AUM booked outside Asia.

This matters particularly for clients seeking what Annum describes as a "fortress" allocation: assets held in jurisdictions with limited direct exposure to regional geopolitical risks. The proposition is increasingly relevant to ultra-high-net-worth families navigating a more uncertain world. Private Markets Private markets represent another area where EAMs can offer a structural advantage. While banks promote private market capabilities, their compliance and due diligence infrastructure is often designed around recurring, scalable business. Complex secondary transactions or early-stage fundraising can require a different, more bespoke approach – one aligned with the focused problem-solving model of a firm like Annum. In its latest white paper, "Early Bird", Annum examines where value is accruing across the AI stack and how Asian investors and family offices can compete for access by developing due diligence expertise, deal credentials and the ability to add strategic value. AI: Reducing Cost, Introducing Tension Annum's AI strategy operates on two fronts. First, it is automating middle- and back-office functions, redirecting savings towards frontline relationship managers and investment strategists. Any process that can be expressed in human language with a defined outcome is considered a potential candidate for automation. Second, AI is being embedded into the investment process itself – not to replace judgment, but to introduce "tension" into decision-making and challenge established analytical patterns. AI is also being used to develop proprietary price discovery and structured-product capabilities, enabling Annum to design bespoke instruments, model risks and scenarios, and approach issuers with specific issuance requirements rather than relying solely on off-the-shelf structures.

Charting the Wealth Frontier

Innovation International Independence Investment Institutionalization Integration In-house www.azim.sg Azimut is an independent, global group in the asset management, wealth management, investment banking and fintech space, serving private and corporate clients, with registered offices in Italy, Australia, Brazil, Chile, China (Shanghai), Hong Kong, Egypt, Ireland, Luxembourg, Mexico, Monaco, Portugal, Singapore, Switzerland, Taiwan, Turkey, UAE and USA. This advertisement is provided solely for informational purposes. The content presented herein does not, under any circumstances, constitute investment advice, a recommendation, an offer, or a solicitation to offer any investment product or service provided by Azimut Investment Management Singapore. This advertisement has not been reviewed by the Monetary Authority of Singapore. @2023 Azimut Investment Management Singapore.

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

Scaling Independence: Building a Global Wealth Platform

zimut Investment Management’s six wins at the 2026 WealthBriefingAsia EAM Awards span scale, growth, innovation and leadership. For Stefano Chao, CEO and Head of Asia, the common thread is not any single product or initiative. It is the evolution of the EAM model itself: combining entrepreneurial independence and personalised advice with the capabilities, infrastructure and international reach of a global financial group. Independence, Institutionalised Independence has always been central to the EAM proposition. But independence alone is no longer enough. As clients become more sophisticated and their wealth more international, advisers need deeper investment resources, stronger operating infrastructure and access to solutions across markets and jurisdictions. Azimut’s Pan-Asia wealth business manages more than SGD6.5 billion within a Group with approximately SGD232 billion in assets. The objective is to give relationship managers the freedom and agility of an independent adviser while surrounding them with the investment, product, technology, risk and operational capabilities expected of a global institution. Local Relationships, Global Reach

Stefano Chao CEO and Head of Asia Azimut Investment Management

Global Wealth Solutions, or GWS, is central to this model. Singapore and Hong Kong are connected with international wealth centres including Luxembourg, Monaco, Switzerland, the UAE and the United States. The relationship is deliberately two-way. The Luxembourg Idea Factory develops and structures investment solutions, while regional teams contribute local market intelligence, investment views and client requirements back into the global network. Global scale therefore supports local relevance rather than replacing it. Industrialising Customisation The ambition is not simply to offer more products. It is to make personalisation repeatable at scale. A client objective can be implemented through advisory mandates, discretionary portfolios, separately managed accounts, actively managed certificates, structured solutions, funds or insurance, with the structure, currency and jurisdiction adapted to the client’s circumstances. Multi-booking and a common custody architecture extend that flexibility across borders. This is what Azimut calls industrialised customisation: institutional capabilities used to deliver individual outcomes.

Winner • Assets Between US$ 3 Billion and US$ 5 Billion AuM • Innovative Product or Offering • Growth Strategy • Leadership Team

Asia as a Contributor Asia is increasingly contributing to the development of the global platform, not simply consuming it. Singapore and Hong Kong became the largest GWS regional pool by assets at end-2025, while Singapore’s commercial momentum continued to support Global Wealth growth in 2026. For Azimut, the next chapter is therefore about scaling the model, not merely the numbers: connecting global capabilities with local entrepreneurship, using technology to increase adviser capacity, and preserving the independence and human relationships that made the EAM model valuable in the first place.

ACCLAIM | NOVEMBER 2026

The Next Chapter of Asian Wealth Management

fter two decades with Azimut Group, Andrea Ciaccio has seen wealth management from both sides: as an investor responsible for portfolios and as a business leader responsible for the people serving clients. Named 'Leading Individual' at the 2026 WealthBriefingAsia EAM Awards, he believes the next phase of Asian wealth management will be defined less by access alone and more by the quality of judgement, infrastructure and international capability behind the advice. An Industry Coming of Age Asian wealth management has evolved rapidly. Clients have greater choice, investment opportunities are increasingly global, and many families now need their wealth to work across banks, asset classes and jurisdictions. That changes what clients should expect from an adviser. Relationships remain fundamental, but relationships must now be supported by strong investment thinking, open architecture, institutional execution and the ability to coordinate increasingly complex financial needs. Independence with Infrastructure The strength of the EAM model is its ability to sit on the client’s side of the table, independent of any single custodian or product provider. But independence should not mean operating alone. The next generation of successful independent wealth managers will need institutional-quality investment resources, technology, risk management, operations and product capabilities around the adviser. The objective is not to make an EAM behave like a bank. It is to give advisers the infrastructure of a larger institution without losing the flexibility, continuity and entrepreneurial mindset that clients value.

Investment Credibility Matters Andrea began his career in investment management and remains involved in macro views, asset allocation and portfolio decisions today. That experience shapes a simple conviction: wealth management ultimately has to lead back to investment outcomes. Growth, distribution and technology matter, but they cannot substitute for sound portfolio construction and judgement. Advisers need to understand not only what a client can buy, but why an investment belongs in the portfolio, how it changes risk, and how it contributes to the client’s objectives. Asia Should Help Shape the Global Model For Andrea, Asia should not simply import wealth-management models developed elsewhere. The region should increasingly contribute its own investment perspectives, client requirements and product ideas to global platforms. That principle is already visible within Azimut Global Wealth Solutions, where Andrea represents Asia in a network of regional CIOs connected to a central investment and product platform. Global ideas are translated for Asian clients, while Asian market intelligence and client demand flow back into the Group. The Next Advantage

Andrea Ciaccio Managing Director & Chief Investment Officer Azimut Investment Management

The firms that stand out will not be those with the longest product lists. They will be those that connect trusted relationships, investment depth, international reach and institutional execution into one client experience. For Andrea, that is where the EAM industry’s next chapter becomes particularly interesting: independence is no longer the destination. It is the foundation on which a more capable wealthmanagement model can be built.

Winner • Leading Individual - Andrea Ciaccio

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

The Next Generation Will Not Just Inherit Wealth Management

orn and bred in the EAM industry, Pauline Soh has established herself as a cornerstone of Azimut Singapore’s operating excellence, with responsibilities spanning finance, operations, innovation and beyond. Her 'Rising Star Under 30' recognition at the 2026 WealthBriefingAsia EAM Awards reflects a broader shift in the industry: the next generation of wealth-management professionals will not simply inherit today’s operating model. They will help redesign it. A Different Starting Point The industry Pauline entered is already different from the one previous generation joined. Technology is no longer a specialist function sitting beside the business. Data, digital tools and increasingly AI are becoming part of how everyday work is performed. That changes what young professionals need to learn. Technical expertise remains important, but future leaders will also need commercial judgement, operational understanding, technological fluency and the ability to work across functions. Breadth Before Titles Pauline began in finance and has grown into a cross-functional role spanning business operations and innovation, while more recently taking on people-management responsibilities. That breadth matters. Wealth management is a connected system: a client experience can be shaped by an investment decision, an operational workflow, a technology platform or the quality of information available to an adviser. Understanding those connections is increasingly as important as specialising in one discipline. Start with the Workflow, Not the AI AI may become one of the defining technologies of Pauline’s generation, but she believes implementation should begin with the problem rather than the technology.

Her approach is practical: understand the workflow, identify friction, then determine where AI can reduce manual work, improve access to information or increase human capacity. Technology is valuable when it makes the organisation work better, not when it is introduced simply because it is new. Designing the Human-AI Enterprise Pauline is now co-leading an agentic AI project, which explores how humans and AI agents can work together across wealth-management workflows. The ambition goes beyond automating individual tasks. The project examines how AI agents can support advisors, how responsibilities between humans and machines should be redesigned, and how governance, controls and human oversight can be built into this new way of working. This could fundamentally reshape how wealth-management firms operate. Routine execution can increasingly be handled or supported by AI, allowing professionals to devote more capacity to judgement, problem-solving and clients. The opportunity is therefore not simply to make existing processes faster, but to rethink how work itself should be organised in an AI-enabled wealth-management firm.

Pauline Soh Finance & Operations Manager Azimut Investment Management

Building What Comes Next Pauline has also co-authored the Azimut Group’s Digital Strategy & Super App White Paper, exploring how areas including AI, cloud, cybersecurity and digital experience could support a more service-oriented financial ecosystem. For her generation, the opportunity is larger than digitising existing processes. It is to ask how wealth management would be designed if today’s technology had always existed, while preserving what technology cannot replace: judgement, relationships and trust. The next generation will inherit an industry with strong foundations. Its responsibility will be to build the next version of it.

Winner • Rising Star Under 30 - Pauline Soh

See Where Growth Leads Growth is rarely a straight line. It builds gradually, then gathers momentum. But its shape is not always obvious. It takes the right vantage point to see where it is heading. At Carret Private, we bring that perspective, helping you build your wealth with patience and discipline, through tailored strategies and a conflict-free, transparent approach that keeps your interests first. carretprivate.com

Carret Private Capital Limited is licensed by the Securities and Futures Commission of Hong Kong with CE number AOT542 for the Regulated Activities of Type 1: Dealing in Securities, Type 4: Advising on Securities, and Type 9: Asset Management. The company is subject to the following licensing conditions: (i) The licensee shall only provide services to professional investors. The term "professional investor" is as defined in the Securities and Futures Ordinance and its subsidiary legislation; (ii) The licensee shall not hold client assets. The terms "hold" and "client assets" are Photo by Joshua Rawson-Harris on Unsplash as defined under the Securities and Futures Ordinance.

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

Seeing Where Growth Leads Kenny Ho Founder & Managing Partner Carret Private Capital Limited

Winner • Overall Pan-Asia External Asset Manager (Company)

How do you intentionally build and sustain a high-performance culture?

Looking ahead, what are the most significant challenges facing the industry, and how are you positioning the firm?

Growth is rarely a straight line, and its shape is not always obvious, so we need people who look closely and think independently. We give every team member clear ownership of outcomes, from relationship managers to operations, and we expect them to challenge assumptions, including mine. Accountability comes from transparency: we review decisions openly, learn from what did not work and recognise what did. We also invest in our people's development, pairing experienced advisers with emerging talent so that knowledge and standards are passed on. Because our advice is conflict-free, the only measure of success that matters is whether a client is better off.

Three stand out. First, the largest intergenerational wealth transfer in Asia's history, which will bring a new generation of clients with different expectations. Second, rising demand for fee transparency and alignment of interests. Third, the growing role of private markets in diversified portfolios. We are well placed on all three. Our conflict-free model answers the call for alignment; our access to institutional private-market solutions meets the demand for diversification; and our investment in technology, providing real-time portfolio visibility and a more seamless experience, speaks to the next generation. We will continue to grow deliberately, adding talent and considering acquisitions of like-minded external asset managers who share our client-first values.

How has collaboration contributed to your firm's growth and competitive advantage? Collaboration starts inside the firm. Investment specialists, relationship managers and operations work as one team around each client, so insights surface quickly and are acted on with discipline. A market view from our investment team, a change in a family's circumstances spotted by a relationship manager, or an operational improvement suggested by our back office can each shape how we serve a client. Our external partnerships widen that vantage point further. Working alongside our parent, Endowus, and a network of leading managers such as Blackstone, KKR and Partners Group, we give clients access to private equity, private credit, private real estate, quantitative strategies and hedge funds. Through institutional share classes, these opportunities typically carry lower fees than the retail share classes often offered through private banks, helping to improve the risk-return profile of client portfolios.

What would receiving this award represent for your firm? It would reflect the work of our entire team and the trust our clients place in us. For clients and partners, it is independent validation of our approach; for families and entrepreneurs seeking a transparent partner, it signals they can find one in Carret Private. Internally, it reminds our people that their work is seen and valued. But we see it as a marker, not a destination. Growth, for our clients and our firm, is still taking shape, and we look forward to seeing where it leads.

WINNER: Efinity Capital

WINNER: Eightstone Pte Ltd

WINNER: Farro Capital

WINNER: Pinnacle Capital Asia

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

Where Expertise Meets Capital: CENTURIAM’s Vision for the Future of Wealth

Winner • Assets Between US$ 500 Million - US$ 1 Billion AuM • Servicing Japanese Clients • Client Service

Centuriam Limited

What does this award mean for CENTURIAM? We believe this recognition represents more than business growth or investment performance. Since our founding, we have viewed the Family Office not as another form of wealth management, but as the next stage in the evolution of finance. Banking enabled the growth of enterprises. Asset management enabled the growth of capital. Today, the challenge is helping families translate their intentions as owners into investment, succession, governance and longterm value creation. We call this Ownership Architecture, and we believe it defines the role of a modern Family Office. Over the past year, our AuM grew by 55%, while we welcomed three new client families and maintained zero asset outflows since inception. We see these results not simply as investment achievements, but as outcomes of trust. Trust enables long-term decisions, and long-term outcomes reinforce trust. This virtuous cycle, which we call the Trust Flywheel, remains at the heart of everything we do. What has been your most important initiative over the past 12 months? Our most significant initiative over the past 12 months has been the development of CRONOS, a platform designed to bring Europe's long-established philosophy of long-term capital to investors in Asia. CRONOS was never intended to be just another investment platform. Its purpose is to share the thinking behind long-term wealth creation. Why own a particular asset? How do you preserve and grow capital across generations? These are questions that leading European family offices have been addressing for decades. Through CRONOS, we aim to make that perspective more accessible in Asia. More than introducing investment opportunities, we seek to bridge the culture of long-term capital and stewardship across generations.

What will be the most significant change in wealth management over the next five years? Looking ahead, one of the biggest shifts in wealth management will be what attracts capital. As Asia undergoes a significant intergenerational wealth transfer, investment decisions will increasingly be driven by expertise, culture and accumulated knowledge rather than geography alone. We see particular potential in Japan, with its specialist industries, craftsmanship and businesses rooted in its food culture. As business succession accelerates, many of these companies will enter important transition periods, creating opportunities for renewal and future growth. We do not view them simply as investment opportunities, but as custodians of knowledge, culture and experience built over decades. What is CENTURIAM's vision for 2027 and beyond? Since our inception, we have focused on bringing Europe's longterm investment philosophy to Asia. Looking beyond 2027, we hope to extend that bridge by connecting Japan's specialised industries, craftsmanship, and generations of accumulated knowledge with global investors. We see the coming wave of business succession not simply as a transfer of ownership, but as an opportunity for industrial renewal and value creation. Many businesses connected to Japan's specialist industries and food culture also have significant potential to grow through greater access to global markets. More than capital intermediaries, we aspire to be translators of value, helping investors understand why these businesses matter and why their strengths can endure across generations. The twentieth century was an era in which capital selected industries. We believe the twenty-first century will be an era in which valuable expertise attracts capital. CENTURIAM aims to connect enduring expertise with long-term capital.

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

The Firm is the Relationship Manager

finity Capital Management is a Singapore-licensed external asset manager. A boutique shop that serves ultra-high-net-worth families across discretionary and advisory portfolio management, consolidated multi-custodian reporting and succession planning. How do you build and sustain a high-performance culture that promotes accountability? Our bankers have no incentive to push unnecessary products. Because compensation is based strictly on assets under management, our interests are perfectly aligned with our clients, ensuring total transparency. Every allocation decision is vetted by the investment committee and documented so the rationale can be reviewed by anyone – including the client – down the road. We also review every family’s portfolio monthly, even during quiet periods, because true discipline means sticking to the process when nothing has changed. We have never lost a client, and that is the ultimate measure of our firm. Where do you draw inspiration for innovation and strategic thinking? Our clients are the best source. Most of them built precision manufacturing businesses, where a process that works ninety-nine per cent of the time is a defect, and where nothing important is allowed to depend on one person remembering it. We took that literally. Every client decision carries a documented rationale and a named owner, and every position is reconciled against custodian records rather than a banker's recollection. Wealth management borrows most of its language from investing; the more useful borrowing is from the factory floor. Across all our accounts, mean and median client returns in 2025 were near-identical. Consistency is manufactured, not inspired.

Edwin Ng Chief Executive Officer Efinity Capital

Can you share a defining example of your team's commitment to client service or creative problem-solving? In 2025 one of our families went through the transition every family plans for and none rehearses. The patriarch died. Because the structures had been built years in advance and reviewed every year since, the estate passed to the next generation without dispute, without a forced sale, and without a single position being liquidated to settle anything. The portfolio simply kept running. The heirs already knew us; they had been sitting in the monthly reviews for years. Succession planning is usually sold as a document. The document is the easy part. What matters is whether a family has to learn the plan under pressure. What are the most significant challenges facing wealth management over the next five years? For our client base, the defining event is generational transfer. Taiwan's founding entrepreneurs are handing over businesses and portfolios built across a working lifetime, much of it to heirs who did not choose their parents' advisers. Every family we serve has a completed succession plan, and the next generation joins monthly reviews years before they inherit. We have seen what that is worth: when a patriarch we had served for years died, his estate passed through structures built long in advance, without dispute. The second pressure is on rebate-driven fee models. We took that revenue line out at inception and would rather compete on what the client keeps.

Winner • Servicing Taiwanese Clients • Succession/Legacy Planning • Client Reporting (In-house) • Overall Digital Engagement (In-house)

Legacy is uilt around more than capital.

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

Eightstone: Building a Culture of Accountability, Innovation and Excellence in Wealth Management How do you intentionally build and sustain a high-performance culture that promotes accountability, innovation and consistent excellence? Eightstone is an independent Singapore-based wealth manager and multi-family office managing more than S$3 billion for international families and sophisticated investors. We operate an open-architecture model, with assets held at custodian banks, and our investment business has historically been fully discretionary. For me, high performance starts with clarity. People need to know what they are responsible for, where decisions sit and what good looks like. In smaller firms, there is a temptation to rely on relationships and informal understanding. I believe the opposite: as you grow, accountability has to become increasingly explicit. At the same time, you need an environment where people can disagree. I would be worried if everyone around the table always agreed with the most senior person. Good decisions come from different perspectives, intellectual curiosity and the confidence to challenge each other respectfully. Excellence is not a destination. It is the habit of constantly asking: can we do this better? Looking ahead, what are the most significant challenges facing wealth management over the next five years, and how is Eightstone positioning itself?

Chiara Bartoletti Managing Partner & COO Eightstone Pte Ltd

The industry is going to have to reconcile two seemingly opposing forces: increasing complexity and increasing expectations for simplicity. Clients are more international, portfolios more sophisticated, regulation more demanding and investment opportunities more fragmented. At the same time, clients rightly expect transparency, immediacy and a seamless experience. Technology and AI will change enormously how we operate, it arguable already is, but I do not believe they will replace judgement or trust. Our focus is therefore on using technology to remove friction, improve information and give our people more time to think, advise and engage with clients. The winners will combine human judgement with genuinely good infrastructure. What would receiving this award represent for Eightstone? Awards should never become the objective. But independent recognition matters. For us, it validates a model we have spent years building deliberately: independence, alignment, investment discipline and a very high degree of personal responsibility towards our clients. It is also recognition of the team behind the firm. Wealth management is ultimately a collective effort, and I see the award as encouragement to keep raising our own standards rather than as permission to become comfortable. Where do you draw inspiration for innovation and strategic thinking?

Winner • Assets Between US$ 1 Billion and US$ 3 Billion AuM

Almost everywhere except exclusively from wealth management. I am fascinated by technology, behavioural science, other industries and how organisations evolve. Sport is another powerful source of lessons: preparation, resilience, teamwork and the constant pursuit of marginal improvement. Innovation does not always mean inventing something new. Often it means looking at a familiar problem from a different angle, removing unnecessary complexity or borrowing an idea that works brilliantly somewhere else. The important thing is to remain curious. Once an organisation believes it already has all the answers, it has probably stopped evolving.

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

Staying Close to China’s New Generation of Wealth Winner • Servicing Mainland China Based Clients

Fargo Wealth Group

What has been your firm’s most transformative innovation in the past 12–24 months, and how has it measurably improved client outcomes or operational efficiency? For us, innovation is not simply about adding another digital tool. It is about making wealth management easier to navigate for clients whose financial lives are becoming increasingly complex. Over the past two years, we have continued to strengthen the way our digital capabilities, investment resources and family office services work together. This gives our relationship managers a more complete view of client needs across institutions and markets, while helping clients make decisions with greater clarity and efficiency. This is particularly relevant to the entrepreneurs and New Economy families we serve. Many are managing wealth across different jurisdictions, asset classes and stages of family and business life. Technology helps us manage that complexity more effectively, but judgement, trust and the quality of the relationship remain just as important. Can you share a defining example that demonstrates your team’s commitment to exceptional client service or creative problem-solving? One thing we have learned from serving Mainland Chinese entrepreneurs is that their needs rarely fit neatly into a single product or account. A client may begin with an investment question, but the conversation can quickly extend to ESG considerations, philanthropy, family governance or planning for the next generation. Our role is therefore not simply to provide a product solution, but to understand what the family is ultimately trying to achieve and bring the right resources together around that objective. That requires patience. Sometimes the best answer is not the most immediate one.

Looking ahead, what are the most significant challenges facing the wealth management industry over the next five years, and how is your firm strategically positioning itself to address them? The next phase of Asian wealth management will be defined by greater complexity, not simply greater wealth. Mainland Chinese families are becoming more international, while also paying closer attention to risk, transparency, governance and long-term succession. The industry will need to move beyond a transaction-led model towards advice that can bring together investments, family priorities and cross-border considerations in a more coherent way. Fargo Wealth was built with this evolution in mind. We combine a deep understanding of Chinese entrepreneurs with access to global financial resources, while continuing to invest in technology and our family office capabilities. What is your approach to identifying, mentoring, and developing the next generation of leaders within your organisation? We do not believe leadership in wealth management can be developed through title progression alone. The next generation of leaders must be able to exercise sound judgement in situations where there is rarely a perfect answer – balancing client interests, investment opportunities, risk, regulation and long-term relationships. That is why we look less at who speaks the loudest or delivers the fastest results, and more at who consistently demonstrates judgement, accountability and the ability to earn trust. Once we identify that potential, we give people real responsibility early. They are encouraged to participate in client discussions, work across functions, challenge assumptions and understand how decisions affect the broader relationship, not just a single transaction. Mentoring at Fargo Wealth is therefore less about giving people a formula to follow, and more about helping them build the confidence to make thoughtful decisions independently.

True Wealth is not measured in numbers; But in generations. Inspired by our namesake, Farro - the world’s oldest surviving grain - we build enduring legacies and nurture your wealth for generations.

www.farrocapital.com

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Trust, Earned Family by Family institutional framework, designed to mobilise five times additional private capital across South and Southeast Asia. Can you share a defining example that demonstrates your team's commitment to exceptional client service or creative problem-solving? A defining example involved a family spanning Japan, the US, Mexico, Lebanon, Monaco and Dubai. Years of fragmented advice had left different branches facing competing residence, succession and tax considerations, with no single-jurisdiction solution. Rather than starting with a structure, we spent months working with each branch individually to understand their priorities. We then designed an architecture that brought the family’s wealth into a coherent framework, while ringfencing each branch’s assets and preserving its autonomy.

Winner • Servicing Singapore Clients • Legal/Trust • International Wealth Planning • Family Office Proposition • Chief Executive Officer (CEO) - Hemant Tucker • Rising Star Under 40 - Ivy Chen

Farro Capital

arro Capital is a multi-family office headquartered in Singapore, with offices in Dubai, and GIFT City, India. We manage over US$3.65 billion for more than 200 clients, including 22 billionaire families, across 20 markets. Our team of over 70 professionals helps families manage not only capital, but the complexity around it: investments, structuring, governance, succession and philanthropy. How has collaboration - across teams, disciplines, or external partnerships - contributed to your firm's growth and competitive advantage? Collaboration is our competitive advantage. Modern wealth transcends borders or job descriptions, so we built a firm where lawyers, bankers, investment specialists and mobility advisers work as one team rather than in silos. Three licensed hubs operate under a single investment philosophy, set collaboratively rather than independently, so advice is consistent wherever a family engages us. We believe the most complex mandates cannot be solved by any single discipline; they are solved at the intersection of several. Collaboration also reaches beyond our walls. The Asia Blended Fund Platform, launched in August 2026, grew from a belief that philanthropy and commercial investing should not sit in separate buckets. Launched with our long-standing client families and a formal UNDP partnership and a collaboration with the UN-supported PRI, it brings grant, catalytic and commercial capital into one

The case demanded the full attention of our global teams. Our international offices worked closely together across legal, structuring and the coordination of the external banking parties, so that the family had a single, joined-up point of contact rather than a patchwork of advisers. This case captures our approach to complex families. A structure only works if the family trusts it, so we start by listening and let the technical solution follow. What would receiving this award represent for your firm, and how would you leverage this recognition to further strengthen your impact and reputation? Winning across six categories tells us the model works as a whole, not in parts. The deeper testimony is that more than three-quarters of our AuM has arrived as net new money since 2024. That trust is what matters most. These awards provide independent validation of the collaborative proposition we have built and raise awareness among families and other stakeholders of our approach to wealth management. Above all, we see this recognition as a responsibility: to keep earning our clients' trust with the same discipline, dedication and diligence that brought us here. Conclusion Different strengths. One shared conviction: when every discipline comes together for a family, wealth becomes legacy.

WINNER: SingAlliance Pte Ltd

WINNER: Spark Capital Investment Management

WINNER: Sunline Wealth Management

WINNER: TriLake Partners

Mapping the Future of Asset Allocation Winner of the Fund Selection/Asset Allocation category at the 2026 WealthBriefingAsia EAM Awards, ICHAM goes beyond traditional wealth management. We take a holistic approach, starting with a deep understanding of your unique risk tolerance and financial ambitions. Our proprietary Multi-Asset Portfolio System (MAPS) provides access to global investment opportunities and alternative investment funds. By actively managing your portfolio's risk and return profile, we seek to align your investments with your goals.

Your financial goals are unique, and your investment strategy should be too. Connect with our team to explore your portfolio's full potential.

info@icham.sg | +65 6911 5220 ICHAM Pte. Ltd. | Singapore | www.icham.sg

icham.sg

For accredited investors only. ICHAM Pte. Ltd. is a Capital Markets Services licensee for fund management and an exempt financial adviser (Licence Number: CMS100798). This advertisement has not been reviewed by the Monetary Authority of Singapore.

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Creators of the Multi Asset Portfolio System (MAPS) Winner • Fund Selection/Asset Allocation

ICHAM Pte Ltd

ounded in 2019 and headquartered in Singapore, ICHAM Pte. Ltd. is a leading independent Asian Wealth and Asset Manager providing a comprehensive suite of financial services to a diverse base of clientele including family offices, high-net-worth individuals (HNWIs), corporates, and financial institutions in the region. ICHAM leverages on robust institutional fund management and distribution capabilities to ensure that its clients have access to investment opportunities across multiple asset classes spanning both public and private markets such as Singapore, Japan, Thailand, and China. ICHAM holds a Capital Markets Services License under the Singapore Securities and Futures Act and is an exempt financial adviser under the Financial Advisers Act 2001. Its activities are regulated by the Monetary Authority of Singapore (MAS). What has been your firm’s most transformative innovation in the past 12–24 months, and how has it measurably improved client outcomes or operational efficiency? ICHAM has launched the Multi Asset Portfolio System (MAPS) for our valued accredited and institutional clients over past 24 months. Clients now enjoy exclusive access to a real time portfolio view as well as a total portfolio solutions based on their preferred risk and reward assessments. The MAPS complements our suite of in-house funds allowing for optimal asset allocation outcomes that are highly personalized to each client’s investment objectives. How has collaboration – across teams, disciplines, or external partnerships – contributed to your firm’s growth and competitive advantage? Our competitive advantage lies in establishing strong partnerships across the region to accelerate scale. We have partnerships with respected licensed asset managers and securities firms in

countries such as Japan, Thailand, and China. This builds our firm’s growth and reputation as a leading Singapore-based fund manager and asset allocator that always puts clients first. Additionally, we have digital partnerships with ADDX, a leading fintech platform to strengthen digital distribution of our investment products and solutions to a fast-growing investor base. Looking ahead, what are the most significant challenges facing the wealth management industry over the next five years, and how is your firm strategically positioning itself to address them? The greatest challenge is the disruption to the wealth and fund management industry that would be brought about by Artificial Intelligence (AI). However, we also view that as a once-in-a-century opportunity that will re-imagine the possibilities of wealth management in the future. ICHAM is strategically positioned by integrating AI capabilities into our portfolio allocation tools and internal processes. Our aim is to leverage AI throughout the firm to build a compliant, AI-driven and efficient organisation. Our approach combines innovation with appropriate governance, risk controls and human oversight. What would receiving this award represent for your firm, and how would you leverage this recognition to further strengthen your impact and reputation? Receiving this award is a true testament to our efforts to always be ahead of the curve in the area of Asset Allocation and selecting funds that create optimal outcomes for our valued clients. ICHAM is honored to be recognised as the top Asset Allocator and would strive to create long term Alpha for institutions and high-net-worth individuals who entrust us with their capital. Important Note: For general information only. This article does not constitute investment advice or an offer or solicitation to invest.

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Pinnacle Capital Asia: From Conviction to the Pinnacle Winner • Thematic Investment Proposition or Strategy

Pinnacle Capital Asia

How does our investment strategy contribute to our out-performance? We believe markets reward quality over time, but only for investors willing to wait. Our approach is to find market leaders in enduring trends, backed by strong margins, strong returns on equity and durable competitive advantages, and to understand the market structure that protects those advantages. We focus on businesses where technological and societal trends can provide a long runway for growth, rather than trying to predict short-term macroeconomic movements. This allows us to concentrate our portfolio around companies where we believe the underlying economics can compound over many years. The harder part is behaviour. Conviction is easy to claim in calm markets and difficult to maintain when volatility tests it. We run concentrated portfolios, which means we need to understand our companies deeply enough to distinguish between a temporary change in sentiment and a genuine deterioration in the investment case. That discipline is a significant part of our edge. Many investors can identify good companies, but fewer are prepared to hold them through periods of uncertainty and allow their underlying businesses to compound. We aim to do exactly that. Ultimately, our strategy is not about finding the next idea simply because it is new. It is about finding exceptional businesses early enough, understanding why they can remain exceptional, and having the patience and conviction to let that advantage play out over time.

How do you intentionally build and sustain a high-performance culture that promotes accountability, innovation, and consistent excellence? At Pinnacle, our team dynamic is built deliberately around openness, intellectual curiosity and honesty. We believe great ideas should be recognised and embraced regardless of where they come from. Every voice matter, different perspectives from different vantage points can add to the understanding of an investment issue. Investments operate in a complex, dynamic and adaptive environment; we cannot be blindsided by our own biases or groupthink. Our structure is deliberately flat, which encourages open dialogue and healthy debate. Everyone, no matter how junior, is encouraged to challenge the views of seniors. We see no such thing as a “stupid question” . Accountability comes from alignment. Everyone on the team is evaluated and rewarded based on the long-term performance of the fund, rather than short-term results. When our clients win, we win. This creates genuine ownership across the team: nobody owns an idea in isolation, and everyone owns the outcome. Nobody can know everything, so we view curiosity and asking for help as strengths rather than weaknesses. Markets evolve, new technologies emerge and consumer behaviour changes, so we keep learning, questioning, exploring new ideas with an open mind and adapting as things change. We sustain that culture through role modelling and practice. Each interaction within the team can be a demonstration, practice and assimilation of curiosity, openness, humility and adaptability; the traits that undergird the culture that drives our performance.

INSIGHT DRIVEN STRATEGIES. PROFITABLE OUTCOMES. 9 YEARS of established track record 3 DIVERSE STRATEGIES ACROSS 7 FUNDS Late-Stage Private Equity Fund

Private Credit Fund

Public Equities

RECOGNISED ACROSS ASIA

Scan to visit To know more visit www.sparkinvestmentmanagement.in

This document is for information purposes. It is not an investment, legal, tax, or business advice. Distribution or use where restricted by law or requiring a registration is prohibited. Read full disclaimer on www.sparkinvestmentmanagement.in/disclaimer

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Spark Capital: From an Idea to an Institution Winner • Assets Under US$ 500 Million AuM • Thought Leadership - Y. Rama Rao Spark Capital Investment Management

ounded in Chennai in 2001 as a mid-market investment bank, Spark Capital has grown into an integrated financial services group spanning investment banking, private wealth and investment management, with over 550 professionals across 13 cities in India and Dubai’s DIFC. Spark Capital Investment Management (SCIM), the group’s asset management business, manages over INR 3,700 Cr (approximately US$394 Mn) for more than 1,770 investors as of 30 September 2026. It offers two PMS and two Category II AIF strategies across public equities, private credit and late-stage growth private equity. At the WealthBriefingAsia EAM Awards 2026, SCIM won in the Assets Under US$500M AuM category, while Founder, Senior MD and CEO Y. Rama Rao received individual recognition for Thought Leadership. How do you intentionally build and sustain a high-performance culture that promotes accountability, innovation, and consistent excellence? Four values underpin our culture: knowledge, integrity, partnership and trust. Integrity means accountability and ownership, while career progression rewards performance and initiative rather than tenure. Accountability extends to our investment process. We view risk management as return management, reviewing portfolios regularly and prioritising discipline and consistency over occasional brilliant decisions. Our Great Place to Work certification for 2025–26 reflects our commitment to retaining talented people who sustain these standards. How has collaboration – across teams, disciplines, or external partnerships – contributed to your firm's growth and competitive advantage? SCIM's investment team draws on more than two decades of institutional research at Spark. In public equities, our analysts and fund managers assess every shortlisted company together on its

fundamentals, management, industry structure and valuation before it enters a portfolio. Outside the firm, our alliances team works closely with the distribution partners who offer our strategies to their clients. Looking ahead, what are the most significant challenges facing the wealth management industry over the next five years, and how is your firm strategically positioning itself to address them? We believe wealth creation is outpacing the industry's capacity to provide high-quality, independent advice. In 2025, promoters of listed Indian companies sold approximately INR 257,000 Cr (US$27 Bn) in shares through open-market transactions and IPO offers for sale, according to Prime Database. Meanwhile, increasing competition is likely to drive industry consolidation. Investors still often select managers through referrals rather than structured comparisons of investment processes. We prioritise clients and long-term relationships, encouraging investors to evaluate our approach against other managers. Our two decades of experience with India's mid-sized companies keep us close to the founders and families shaping the country's next generation of wealth. What does receiving this award represent for your firm, and how will you leverage this recognition to further strengthen your impact and reputation? We are grateful to WealthBriefingAsia and the judges for recognizing SCIM in the Assets Under US$500M AuM category. Separately, the Thought Leadership award recognizes Spark Capital's Founder and CEO, Y. Rama Rao, personally, for his perspective on India's next decade. We will share the news with our investors and partners. The recognition encourages us to keep working towards high standards of research, governance and risk management in our clients' interest. Trust is earned, not assumed, and we intend to keep earning it.

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Built For Complexity, Sized For Attention

unline was founded in Singapore in 2007 and we are still fully independent – majority-owned and run by two Swiss families, which is the reason we can afford to say no to things. We look after high-networth individuals, multi-generational families, trust companies and institutions across Asia and Europe: over SGD 3 billion, with a team of 14. We are regulated by the Monetary Authority of Singapore and belong to AIWM Singapore. Advice, portfolio management, wealth planning and our own fund structures are deliberately joined up, because our clients' financial lives genuinely are. What has been your firm's most transformative innovation in the past 12–24 months, and how has it improved client outcomes or operational efficiency? Honestly, the thing I am most pleased with is something clients never see. WIZE by Teamwork is our system of record, pulling our VCC funds, an Irish UCITS and discretionary portfolios into one multi-custodian view. Two of my portfolio managers built a Python and AI analytics layer on top of it – scenario modelling, stress-testing against energy shocks or shifts in AI infrastructure spending, research synthesis that turns days of analyst work into hours. So when a client asks what a market move means for them, I answer in that conversation rather than next week. It is also how fourteen of us look after more than SGD 3 billion. Can you share a defining example that demonstrates your team's commitment to exceptional client service or creative problem-solving? The work I would point to is not really investment work. We are lucky to work closely with a legal practice that is also part of the family network, unusual for a firm our size, specialising in Singapore trust law and private unit trusts. So when a family arrives with wealth spread across financial assets, an operating business and property, we pull it into one Singapore-law structure we design and administer ourselves rather than sending it to external counsel. Sometimes that extends to advising on an SGX listing pathway, which gives them liquidity they did not have. It is faster and cheaper, and the part I care about is that the structure gets built by people who also understand the portfolio inside it.

Jean-Philippe Crochet CEO, Portfolio Manager & Fund Manager Sunline Wealth Management

Looking ahead, what are the most significant challenges facing wealth management over the next five years, and how is Sunline positioning itself? Three. A huge amount of wealth is about to pass to the next generation, and they do not keep their parents' adviser automatically, you have to earn them. Regulation and technology keep getting more expensive, which pushes everyone towards scale. And AI will make decent generic advice more or less free. None of it keeps me up at night, because the answer to all three is the same. We have no institutional parent and nothing we are obliged to sell. We stayed small on purpose, so every client gets senior attention. And what AI cannot replicate is judgement from someone who knows a family's structure, its history and what it is actually trying to do.

Winner • Investment Advice • Wealth Planning • Portfolio Management Solution

A perfect equation Offering the same quality service and long-term relationships that our founding shareholders have developed over decades in Switzerland. We help forward-thinking individuals, families, entrepreneurs and professionals protect and grow their wealth. Find out how we can help you on www.trilake-partners.com

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

Trilake: Smart About Focus, Scalability, Compliance and its Value Proposition

Winner

• Servicing European Clients • Servicing Thai Clients • Based in Thailand

Lucie Hulme Chief Executive Officer TriLake Partners

How do you differentiate your service? We believe portfolios should be designed in the image of the clients and rooted in a understanding of their needs. Most often, our clients’ previous experiences with the wider financial industry has led them to think of investing as a shopping exercise: buying the right things at a good price at the right time. It’d be great if you could do that all the time but nobody can. Correct. That shopping mindset puts the focus on products and how wide the shelf is. Would you rather listen to a pharmacist who can provide all the products or to a physician who can provide the diagnosis and course of treatment? A product-centred approach also drives risk-seeking near market peaks and loss aversion at the bottoms. Financial markets can be very unkind to such an approach. So what approach do you take for people that engage TriLake Partners? TriLake Partners build and manage portfolios with one overarching question: Given what our client wants to do with their money tomorrow, what should their portfolio look like today? This means

helping the client articulate clear and specific objectives and translating these to quantified risk and return parameters. Those parameters serve as our north star. It’s a liberating experience for clients when they realise that they don’t have to stress about asset allocation or security selection or market timing. Where do you see the firm progressing in the next five years? There’s tremendous room for growth. After all, investment management is still a relatively young discipline. Our firm has grown with the steadfast guidance of our shareholders who manage three successful asset management firms in Switzerland. We can draw on the collective experience of these firms and our own veteran team. We can expect some sea changes over the next years but the ranks of people who could greatly benefit from our services only keeps growing, especially in this side of the world. There are and will be many business opportunities and we must be smart about focus, scalability, compliance and our value proposition. Our policies and procedures could look different five years from now with rapid developments in the digital space, ESG, the movement of capital and labour amongst multiple jurisdictions. But our evolving practice will always serve our mission to be responsible stewards of our clients’ wealth.

THE ALL-IN-ONE WEALTH & ASSET MANAGEMENT IT PLATFORM

www.wize.net Geneva | Zurich | Singapore | Luxembourg

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WIZE: Helping Asia’s Independent Wealth Managers Scale Without Losing Their Independence

sia’s independent wealth management industry is entering a new phase of maturity. Across Singapore and the region, External Asset Managers (EAMs) are serving increasingly sophisticated clients while managing multiple custodian relationships, growing regulatory requirements and rising expectations for digital services. The challenge is clear: how can an EAM scale its business without losing the agility, independence and personalised client relationships that made it successful? For WIZE, technology should provide exactly that leverage.

Pierre Dupont Managing Partner WIZE

Founded in Geneva in 2010, WIZE has developed an all-in-one Wealth & Asset Management platform designed around the needs of EAMs, Family Offices, Asset Managers, Securities Firms and Private Banks. Today, more than 125 financial institutions across 28 countries use WIZE, representing over CHF 120 billion in assets under management and more than 3,000 users. Asia – and Singapore in particular – has become a strategic part of this development. Rather than serving Asian clients remotely from Europe, WIZE has established a permanent presence in Singapore, with four team members physically based there. This reflects a simple conviction: WealthTech may be global, but wealth management remains a people business.

Winner • Client Reporting • Client Communications • CRM Product or Solution

This is particularly relevant for EAMs. As they grow, managing portfolios across multiple custodian banks, jurisdictions, currencies and asset classes can rapidly increase operational complexity. Adding separate systems for portfolio management, CRM, compliance, reporting and order management can create further fragmentation instead of efficiency.

WIZE addresses this challenge through a single integrated platform combining portfolio management, multi-custodian consolidation, CRM, compliance, digital onboarding, reporting, order management and data analytics. With automated connections to more than 250 custodian bank booking centres and over 30 trading rooms, WIZE helps EAMs centralise their data and processes while maintaining the flexibility of an independent organisation. The objective is not technology for technology’s sake. It is to help EAMs grow without becoming operationally heavier – and allow relationship managers to spend more time with clients rather than managing systems and data. WIZE’s commitment to the region goes beyond technology. The company is certified by the Singapore FinTech Association and is an active member of the Association of Independent Asset Managers Singapore (AIAM). Its Private Cloud SaaS environment can also be hosted in Singapore or Switzerland. The successful implementation of WIZE at well known Singapore-based HP Wealth Management EAM demonstrates how this approach can support the evolving requirements of an independent wealth manager and Family Office in Asia. Ultimately, WIZE and its EAM clients share a similar philosophy: technology should strengthen human relationships, not replace them. With Swiss WealthTech expertise, global connectivity and four professionals on the ground in Singapore, WIZE helps Asia’s independent wealth managers scale their businesses while preserving what matters most: their independence and their clients.

Clarity matters most at the point of decision. Independent intelligence and insight for the global wealth management community.

WealthBriefing | WealthBriefingAsia | Family Wealth Report www.clearviewpublishing.com

WINNER: WIZE

WINNER: Azimut Investment Management

WINNER: Centuriam Limited

AW•ASIA PACIFIC | MIDDLE EAST

A directory of Asia Pacific & Middle East wealth management, private banking, and other services for US, Canadian, and Latin American citizens, residents, and expats

americanswelcome.asia

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The WealthBriefingAsia External Asset Management (EAM) Awards Winners 2026 OVERALL PAN-ASIA CATEGORIES (COMPANY) Assets Under US$ 500 Million AuM

Assets Between US$ 500 Million - US$ 1 Billion AuM

WINNER

Assets Between US$ 3 Billion and US$ 5 Billion AuM

WINNER

Assets Between US$ 1 Billion and US$ 3 Billion AuM WINNER

Overall Pan-Asia External Asset Manager (Company)

WINNER

INTERNATIONAL CATEGORIES (COMPANY) Servicing Mainland China Based Clients WINNER

Servicing Thai Clients

Servicing Japanese Clients WINNER

Servicing Taiwanese Clients WINNER

WINNER

Servicing European Clients WINNER

Servicing Singapore Clients WINNER

Trusted data and insight for the UK wealth management sector

Proprietary data | Specialist wealth management expertise | Comparable market insight BENCHMARKING AND INSIGHT ACROSS

Business Performance Assess profitability, cost efficiency, productivity and scalability across 160+ firms and 200+ measures, with selected peer group comparisons. Remuneration & People Compare pay, incentives and benefits across 15,000+ individuals and 120+ roles, with comparisons by seniority, firm size and business model. Fees & Charges Benchmark pricing, charging structures and total client costs across 100+ discretionary wealth management firms and 30+ execution-only propositions.

Research & Reports

Independent sector research, including The State of UK Wealth Management, alongside bespoke research into the trends, opportunities and challenges shaping the market.

James Brown, CEO | james@bwcbenchmarking.com | www.bwcbenchmarking.com

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REGIONALLY-BASED CATEGORIES (COMPANY) Best EAM in Hong Kong

Based in Singapore

WINNER

Based in Thailand WINNER

WINNER

SPECIALIST PAN-ASIA CATEGORIES (TEAM/OFFERING) Legal/Trust

Investment Advice WINNER

Wealth Planning

Portfolio Management WINNER

International Wealth Planning WINNER

Succession/Legacy Planning

WINNER

Fund Selection/Asset Allocation WINNER

Family Office Proposition

WINNER

Digital Assets Advice or Proposition

WINNER

Innovative Product or Offering WINNER

WINNER

Thematic Investment Proposition or Strategy WINNER

WINNER: Efinity Capital

WINNER: SingAlliance Pte Ltd

WINNER: Sunline Wealth Management

WINNER: TriLake Partners

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PAN-ASIA EXTERNAL TECHNOLOGY SOLUTION PROVIDER CATEGORIES (COMPANY) Client Reporting

Client Communications WINNER

CRM Product or Solution

WINNER

Portfolio Management Solution WINNER

PAN-ASIA IN-HOUSE TECHNOLOGY CATEGORIES (COMPANY) Client Reporting (In-house)

Overall Digital Engagement (In-house)

WINNER

OTHER PAN-ASIA CATEGORIES (COMPANY) Client Service

Growth Strategy WINNER

WINNER

AUTOMATED SOURCE OF WEALTH VERIFICATION AI-powered technology to automate due diligence about the existence, plausibility and evidence of client wealth

smartKYC’s solution automates end-to-end Source of Wealth and Journey to Wealth veriﬁcation using AI-driven corroboration and generative narratives, delivering credible, regulator-ready documentation with complete transparency.

Data Collection

Structured client-declared wealth events employment, business exits, inheritance, property, investments

AI Corroboration

Cross-check events with salary benchmarks, real estate records, company registries, and media coverage

Narrative Generation

AI creates clear, regulator-ready wealth narratives with full source traceability

GET IN TOUCH

Website: smartkyc.com Email: info@smartkyc.com

Key Features & Beneﬁts Purpose-Built for Private Banking

Designed speciﬁcally for HNW/UHNW SoW and JoW compliance requirements

Multi-Source Validation

Cross-checks declared data with public benchmarks and registries

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Every fact sourced, logged, and transparent for regulator scrutiny

Generative AI Summaries

Creates audit-ready narratives in plain English automatically

Periodic Refresh

Enrich the client wealth proﬁle with new wealth events

Proud sponsors of these awards

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PAN-ASIA LEADERSHIP-BASED CATEGORIES (INDIVIDUAL) Chief Executive Officer (CEO)

WINNER

Leadership Team

WINNER

Thought Leadership

WINNER

HEMANT TUCKER

Female Executive

JOLENE TAN

Rising Star Under 30

Y. RAMA RAO

WINNER

PAULINE SOH

Leading Individual

ANDREA CIACCIO

Rising Star Under 40

IVY CHEN

WINNER

WealthBriefingAsia

Regional insight. Global perspective. Independent intelligence and insight for the global wealth management community.

Part of ClearView Financial Media Ltd WealthBriefing | Family Wealth Report www.wealthbriefingasia.com

UPCOMING GLOBAL AWARDS SERIES 2026 17

GLOBAL

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NOV

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SINGAPORE

JERSEY

GENEVA

ZURICH

OCT

WealthBriefing MENA Awards

DEC

WealthBriefingAsia EAM Awards

WealthBriefing Channel Islands Awards

2027 JAN

FEB

MAR

JUN

MIAMI

Family Wealth Report Miami Awards incorporating Latin America & the Caribbean

AMERICAS

WealthBriefing WealthTech Americas Awards

LONDON

WealthBriefing European Awards

LONDON

WealthBriefing Wealth For Good Awards

LEARN MORE & JOIN THE AWARDS

FEB

MAR

TBC

JULY

WealthBriefing Swiss Awards

WealthBriefing Swiss EAM Awards

NEW YORK

Family Wealth Report Awards

SINGAPORE

WealthBriefingAsia & Greater China Awards WealthBriefingAsia EAM Awards

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