The WealthbriefingAsia & Greater China Awards 2025 - Acclaim

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

The Thirteenth WealthBriefingAsia Awards 2025

The Tenth WealthBriefingAsia Greater China Awards 2025 June 2025

RECENT RESEARCH OUTPUT Technology & Operations Trends in Wealth Management 2024 (in partnership with Alpha FMC)

This 12th edition of WealthBriefing’s Technology & Operations Trends in Wealth Management report, created with Alpha FMC, provides a global overview of how digital transformation is reshaping the wealth management sector. Firms across various regions are leveraging technology to enhance operational efficiency and client experience, while navigating evolving client expectations, regulatory changes, and a complex economic environment.

Philanthropy Evolved: How High-NetWorth Individuals are Redefining Giving, Ethics and Impact (in partnership with Jersey Finance)

Philanthropy is undergoing a profound transformation as high-net-worth (HNW) individuals redefine traditional notions of giving, ethics, and impact. This report delves into these shifts, offering a comprehensive analysis of emerging trends, generational influences, and the evolving dynamics between wealth, altruism, and social responsibility.

The Bahamas: A Complete and Compelling Choice (in partnership with The Bahamas Financial Services Board)

The Bahamas stands out as a premier destination for business, blending political stability,

innovative financial structures, and an exceptional lifestyle. This report offers an in-depth exploration of its unique advantages as a financial hub, from wealth planning tools to cutting-edge FinTech initiatives, alongside its unparalleled appeal for high-net-worth individuals and global investors.

External Asset Managers in Asia - New Directions for Rapidly-Expanding Sector (in partnership with UBS)

Our second report examining the growth of Asia’s EAM sector, covering both the powerhouses of Singapore and Hong Kong, and emerging markets like Thailand and the Philippines. This study looks at the growth prospects for independent advisors in the round as they seek to tap the region’s booming wealth and growing client acceptance of the EAM model.

Family Office Focus: An Update of the Industry's Efficiency in Accounting and Investment Analysis (in partnership with FundCount)

A deep dive into the key technological and operational challenges facing family offices in their accounting and investment analysis activities.

Based on surveys and interviews among family offices managing over $72 billion in assets, this is an invaluable benchmarking tool for the sector which presents fascinating insights into future developments from a range of industry experts.

Winning Women in MENA (in partnership with First Abu Dhabi Bank)

This ground breaking new research examines the growth of female entrepreneurship in the region.

More specifically it looks at how women are driving family office strategy as well as the relationship between MENA’s UHNW female clients and the wealth management industry.

Applying Artificial Intelligence in Wealth Management - Compelling Use Cases Across the Client Life Cycle (in partnership with Finantix & EY)

This comprehensive report identifies elements of the institution and advisor’s workloads that are ripe for AI amelioration, and points the way for firms seeking to maximise the competitive advantages offered by new technologies. AI experts and senior industry executives enrich each chapter, answering crucial questions on risk, KYC/AML, compliance, portfolio management and more.

Technology Traps Wealth Managers Must Avoid (in partnership with EY)

With EY providing the overview, this report draws on the front-line experience of many of the technology sector’s biggest names, in recognition of the fact that they are the ones going in to solve wealth managers’ most pressing problems and have typically seen the ramifications of firms’ choices play out numerous times – not to mention in various contexts globally.

2024 The Bahamas: A Complete And Compelling Choice A WealthBriefing Report On The Bahamas Financial Services Industry

EXTERNAL ASSET MANAGERS IN ASIA NEW DIRECTIONS FOR A RAPIDLY-EXPANDING SECTOR

2022

2023

FAMILY OFFICE FOCUS:

An Update on the Industry’s Efficiency in Accounting and Investment Analysis 4th ANNUAL EDITION

TECHNOLOGY TRAPS WEALTH MANAGERS MUST AVOID Expert guidance on strategy, selecting solutions and implementation

Winning Women In MENA How Wealth Managers Can Help Further Female Empowerment

APPLYING ARTIFICIAL INTELLIGENCE IN WEALTH MANAGEMENT: COMPELLING USE CASES ACROSS THE CLIENT LIFE CYCLE

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ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

Foreword STEPHEN HARRIS CEO, WealthBriefingAsia Celebrating Excellence in Wealth Management: The WealthBriefingAsia & Greater China Awards 2025 The annual WealthBriefingAsia Awards for Asia & Greater China shine a spotlight on the individuals, teams, and firms driving excellence and innovation in the wealth management sector. At a time of rapid transformation and global uncertainty, these awards recognise those who continue to raise standards of service, adapt with agility, and remain steadfast in helping clients achieve their long-term goals.

This year’s winners have proven that success in wealth management requires more than ambition – it demands resilience, expertise, and a clear, client-centric focus. While it’s easy to talk about guiding clients through turbulent times, it’s much harder to truly deliver – and these winners have shown they can.

The awards encompass a wide range of categories, reflecting the diversity of today’s wealth management landscape – from differing business models and jurisdictional requirements to emerging technologies and evolving client needs. It’s a dynamic space, and staying ahead requires constant evolution.

We extend our sincere gratitude to the panel of judges, whose time, diligence, and discernment were critical in identifying the most deserving entries. We also thank all entrants, our sponsors, and the organising team – your collective efforts make this programme possible.

Beyond the accolades, these awards offer an invaluable platform for firms and professionals to enhance their visibility and strengthen business development. Hosting the ceremony at the iconic Fullerton Hotel in Singapore made for a truly memorable evening – an occasion to forge new connections and celebrate longstanding relationships.

I’ve seen firsthand how this programme helps us engage more deeply with the industry, understand its challenges, and celebrate its achievements. We are proud to continue recognising and supporting excellence across Asia’s wealth management community.

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Contents WEALTHBRIEFINGASIA & GREATER CHINA AWARDS JUDGING PANEL ......................

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INTERVIEWS: Annum Capital ........................ 11 360 ONE ................................... 13 additiv ...................................... 15 AlTi Tiedemann Global ........... 17 Asset Vantage .......................... 19 Avendus Wealth Management ........................... 21 Azqore ..................................... 23 Barclays Private Bank .............. 25 BDO .......................................... 27 Bordier & Cie (Singapore) ....... 29 Butterfield Trust, Singapore .... 31 CSC ........................................... 33 Dentons Rodyk & Davidson LLP ........................ 35 Eightstone Pte Ltd ................... 37 ERI ............................................ 39 Eton Solutions ......................... 41 Farro Capital ............................ 43 FGA Trust ................................. 45 Forsters .................................... 47 Harneys .................................... 49 HSBC Global Private Banking .. 51 HSBC Trust & Fiduciary Services – Hong Kong .............. 53 iCapital ..................................... 55 ICHAM Pte Ltd ......................... 57 Incred Global Wealth Pte. Ltd. (Singapore) ................ 59

Indosuez Wealth Management . 61 InvestCloud ............................... 63 MSCI Wealth ........................... 65 Neo Wealth & Asset Management ........................... 68 Ocorian .................................... 71 Panhe Family Office ................ 73 Quantios .................................. 75 S Cube Capital ......................... 77 S&P Global Market Intelligence Cappitech ............ 79 Spark Capital Private Wealth Management Private ............... 81 Stephenson Harwood ............. 83 Taurus Wealth Advisors .......... 85 TCK Investments ..................... 87 The Family Office Doctor ........ 89 The Watchfund Pte Ltd ........... 91 Trident Trust Singapore ........... 93 UBS ........................................... 95 Waterfield Advisors ................. 97 Wealth Dynamix ..................... 99 Wealth Management Alliance Pte Ltd ....................... 101 WIZE by TeamWork ................. 103 WRISE Group ........................... 105 Zhong Lun Law Firm LLP ......... 107

WEALTHBRIEFINGASIA AWARDS WINNERS ............... 111 WEALTHBRIEFINGASIA GREATER CHINA AWARDS WINNERS ................................. 125

OVERVIEW OF THE ASIA-PACIFIC MARKET The APAC wealth sector defies easy generalisation. It saw a 4.8 per cent gain in wealth for high net worth individuals in 2024; the number of HNW people, however, rose more slowly, by 2.7 per cent. A rise in tech stocks – helped by the AI boom – helped propel the rise in wealth.

Fortunes are mixed: In China, HNW individual wealth rose, but its HNW population contracted, according to Capgemini.

In South Korea, wealth slipped 3.8 per cent, and its population fell; on the flipside, HNW individual wealth and population rose in India by 8.8 per cent and 5.6 per cent, respectively.

There were gains also in Australia.

All this variety means banks’ on-the-ground strategies must be flexible, and we’ve seen a partnership model operate among international banks tapping local expertise, such as with Julius Baer in Thailand, and Lombard Odier in Malaysia, Bordier & Cie in Vietnam, and other nations.

Local banks such as Singapore’s DBS, UOB and Bank of Singapore are significant regional players. Bank of China (Hong Kong), Nomura, BEA, ICBC and other banks leverage their regional knowledge. UBS, Deutsche Bank, Indosuez Wealth Management, HSBC, Pictet, Bank J Safra Sarasin, BNP Paribas and RBC Wealth Management continue to see the region as an essential source of business.

This news service also notes the continued growth of family offices in Asia: Singapore and Hong Kong compete as hubs.

The same applies to independent wealth managers, aka “external asset managers”. Add in private client law firms, advisors of all kinds, concierge and related specialists, this is a richly varied market. That variety reflects the rise of secondand third-generation wealth, and more complex tasks around wealth transfer and protection. We also see evolution of regulations to build best practices and keep standards high.

Your family is unique. It needs a unique set of services to reach its full potential. Through our institutional investment expertise, we offer an alternative to traditional private banking.

Call us on 6800 7100 Your wealth. Your way schroders.com/sg Your capital is at risk when investing.

For accredited investors in Singapore only. No part of this material may be reproduced in any manner without the prior written permission of Schroder & Co. (Asia) Limited. This advertisement has not been reviewed by the Monetary Authority of Singapore. Schroders Wealth Management is a trading name of Schroder & Co. (Asia) Limited. Issued by Schroder & Co. (Asia) Limited, 138 Market Street, #23-02, CapitaGreen, Singapore 048946. Registered No: 200719040Z. Schroder & Co. (Asia) Limited is licensed and regulated by the Monetary Authority of Singapore. D24014.

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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The Judging Panel The WealthBriefingAsia & Greater China Awards 2025 programme was focused around three main category groupings: experts (individuals and teams), products and services for wealth managers and clients, and institutions of all sizes and types in the Asian & Greater China markets.

Independence, integrity and genuine insight are the watchwords of the judging process with the judging panels made up of some of the industry’s top trusted advisors and bankers.

DR. MARIO A. BASSI Senior Advisor Private Wealth Management

BOBBY BOK Head of Sales & Business Development, Asia Pacific Global Trading Network Group (GTN)

JARRAD BROWN Financial Planner Global Financial Consultants

ARJAN DE BOER Consultant

PIERRE DUPONT Managing Partner WIZE by TeamWork

ROLF GERBER Member of the Board of Directors LGT Bank (Singapore)

RICHARD GRASBY Partner Appleby (Hong Kong)

ELIZABETH HART CEO & Founder Legacy Wealth Advisors

SEB HILLS Managing Director & CEO Alumni Services Holdings Pte Ltd

SUZANNE JOHNSTON Partner Stephenson Harwood (Singapore) Alliance

JASON LAI CEO, Asia for Wealth Management Schroders Wealth Management Asia

PHILIPPE LEGRAND Co-founder & CEO LCA Solutions

JACQUELINE LOH Director, Head of Private Wealth, Asia Ogier Global

KYLIE LUO Executive Director - Leader, Asset & Wealth Management (Tax) BDO

MICHAEL OLESNICKY Special Advisor (Retired) Baker & McKenzie

IAN POLLOCK Senior Advisor STS Capital Partners

STEVEN SEOW Executive Director Singapore Consultancy

BRUCE WEATHERILL Chief Executive Weatherill Consulting

WINNER: Annum Capital

WINNER: 360 One

WINNER: Anthonia Hui - AlTi Tiedemann Global

WINNER: Asset Vantage

WINNER: Avaloq

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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The Judging Panel A shortlist was identified from the hundreds of entries received for these awards and a discussion took place with the judges to agree the winner of each category. The judges were split into three groups, dependent on their industry; a panel of trusted advisors were responsible for judging the private banking categories; a panel of private bankers judges the trusted advisor categories; and new for this year we had a specialist group of tech experts judging the technology categories. This was to ensure that commercially sensitive information was kept confidential and conflicts of interest were avoided.

DAVID WILSON APAC Wealth Management Lead Accenture

ANTON WONG Managing Director, Head of Taiwan Market BNP Paribas Wealth Management, Asia Pacific

RACHEL YAO Counsel Carey Olsen

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WINNER: Azqore

WINNER: Barclays Private Bank

WINNER: BDO

WINNER: Butterfield Trust, Singapore

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Thriving Amidst Giants: Annum Capital As Alternative Investment Manager Nick Xiao - Founder and CEO Aaron Sung - Head of Asset Management Annum Capital

Winner • Best Alternative Investment Manager

The Dual DNA Over the past decade, Annum Capital has advised Asia’s UHNW clients across public markets and private markets, with special focus on portfolio resilience and performance sustainability in a changing world.

In the alternative space, Annum Capital is respected for our deal access, due diligence rigour, performance track record, operational excellence, and of course our strong ties with global GPs including Schroders Capital, The Carlyle, Nuveen, Brookfield, and so on.

Annum Capital is proud of our dual DNA - a leading EAM counselling clients on investing and succession, and an investment house delivering alpha generation with a high touch.

Thriving amidst giants Traditionally, alternatives were dominated by global houses, across venture capital, private equity, hedge funds, and real estate.

In the recent decade, local alternatives managers began to flourish, backed by sectoral insights, local deal sourcing, access to sovereign allocations, and in the case of Annum Capital, strong client franchise and advisory know-how.

This award is a tribute to Annum Capital’s buildout in the alternatives space, but also a recognition that boutiques players can thrive in the alternatives eco-system that’s dominated by giants.

Inhouse alternative funds Over the years, we have achieved superior track record in private equity (Annum Global PE Fund I SP), global real estate (Annum Global Private Markets Fund SP), Asia equities long-short (Annum Global Mega Trends Fund SP), and Asia convertible arbitrage (Annum A.N.D.I. Fund SP).

We have also been at the forefront of investing into AI, electric mobility, and healthcare, offering clients a range of participation vehicles and delivering excellent exit multiples.

Partner for global managers in Asia We take special pride in the fact that Annum Capital has helped multiple global managers to launch their new strategies in Asia and gain initial scale. Our expertise in narrating sophisticated investment theses to family offices has been applauded by Asian clients.

Annum Capital provided strategic advisory to CEOs of asset managers in US, Europe, and Australia, on how to set up Greater China asset gathering machinery, leveraging local private banks, EAMs, independent wealth managers, and various cross-border mechanisms when it comes to China.

Contributing to the industry Annum Capital holds the Vice Chair of Hong Kong Limited Partnership Fund Association, the largest private equity fund association in Hong Kong, and champions this relatively new fund regime among global institutions.

Annum Institute® works as an empowerment platform for “new to market” LPs in Asia, with research and advisory services on GP selection, due diligence, secondaries, financing, and operations preparing asset owners for alternative investing.

Annum Capital runs an annual internship programme, nurturing talented young people on starting a career in alternative investment.

Annum Capital is widely quoted by Bloomberg, FT, CNBC, AVCJ, the Asset, etc, contributing insights from our work matching the most exclusive managers with the shrewdest investors in Asia.

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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360 ONE: Delivering Growth, Earning Loyalty & Shaping the Future

Yatin Shah Co-Founder 360 ONE CEO 360 ONE Wealth

Winner • Private Bank or Wealth Manager (India)

Please explain why your business was able to reach this award-winning level?

At 360 ONE Wealth, our success is rooted in a relentless focus on understanding our clients’ needs and building solutions that deepen relationships and grow talent.

We believe wealth management must constantly evolve – adapting products, platforms, and ideas to keep pace with regulatory changes and emerging asset classes. Innovation is essential.

We also strive to balance the interests of our three key stakeholders: clients, employees, and shareholders. Long-term success depends on creating value for all three.

In FY25, our wealth management ARR AuM grew 27% year-on-year, driven by strong performance across core segments.

We’ve built disciplined investment processes that translate ideas into portfolios and results. Managing money isn’t just about picking winners – it’s also about managing risk and avoiding poor choices. That discipline has helped deliver steady, reliable returns.

A continued focus on research, risk management, and scalable processes has allowed us to grow, retain clients, and achieve this recognition.

What was the way your colleagues made a difference?

Our culture is our foundation. We’ve built a team that aligns closely with our clients’ long-term goals, fostering trust through shared values and incentives.

We see wealth management as deeply personal – it’s about understanding clients, their families, and aspirations. Our senior leadership actively engages with clients to ensure every interaction reflects our values.

In the past year alone, we onboarded over 440 new clients with an ARR AuM of over ₹10 crore each.

This cultural alignment drives high retention among both clients and employees, creating a strong and self-reinforcing ecosystem.

How do you intend to remain on the front foot and continue to set high standards?

We stay ahead by focusing on four pillars: product innovation, platform

strength, proposition, and people. At the same time, we remain agile in response to changing markets and regulations.

Our strategic partnership with UBS is a key milestone – combining our domestic strength with their global reach to serve global Indians both onshore and offshore.

Our acquisition of B&K Securities enhances our capabilities in broking, equity capital markets, and corporate treasury – further strengthening our leadership in wealth and alternatives.

We’re also exploring a partnership with a leading US-based investment fund managing over $2.8 trillion, to bring globally diversified, best-in-class portfolios to our clients.

Looking ahead, our growth will come from: 1. Expanding our base of first-time wealth clients.

2. Deepening share-of-wallet with existing clients.

3. Maintaining high client retention.

4. Empowering new bankers and expanding to new geographies.

Where do you see the wider wealth management sector going in the next five years?

The wealth industry is undergoing a transformation, driven by economic shifts, rising wealth, generational transitions, and digital disruption.

India, with GDP expected to exceed USD 5 trillion, will be central to this change. Our 360 ONE Wealth Creators List, with Crisil, identifies over 2,000 individuals with INR 100 trillion in wealth – plus INR 50 trillion in complex structures.

As wealth becomes more institutionalised, demand will rise for cross-border advisory, family offices, next-gen engagement, private equity, and sustainable investing. Alternatives like private credit, pre-IPO deals, REITs, and InvITs will grow in importance.

At 360 ONE, we’re not just managing wealth – we’re helping build enduring legacies across generations and geographies.

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Empowering Asia’s Wealth Managers Through Digital Innovation Winner • Digital Offering

additiv

Please explain why your business was able to reach this award-winning level?

Across Asia, wealth management is being redefined by digital expectations. With smartphone adoption exceeding 90% in key markets and a growing mass affluent segment, clients expect personalised, real-time access to financial services on their terms. additiv’s Digital Financial Services platform empowers institutions to meet these expectations, enabling them to launch and scale innovative, compliant wealth propositions that are contextual, accessible, and built for digital-first engagement – all without replacing core systems. Our strength lies in combining a modular platform with deep regional expertise. With teams across Singapore, Indonesia, and the Philippines, we deliver solutions that are globally competitive and locally relevant.

A standout example is our work with ATRAM, the largest independent wealth manager in the Philippines. Together, we launched Wealth360 – a digital-first platform offering real-time portfolio access, planning tools and seamless communication. Since go-live, ATRAM has nearly doubled its AuM and redefined digital wealth in its market.

How do you intend to remain on the front foot and continue to set a high standard?

We’re committed to reimagining how wealth services are designed, delivered, and consumed. We co-develop solutions that align with client goals, infrastructure, and market realities.

We continue to enhance our AI and automation capabilities, powering hyper-personalised engagement, streamlining advisor workflows, and accelerating time to market.

We’re scaling our open sourcing model. By connecting institutions to a growing ecosystem of regulated partners, we enable rapid deployment of new services across existing and new distribution channels. While deepening our regional presence to stay close to market dynamics, we remain focused on a global vision: wealth services that are more accessible, inclusive, and aligned with how clients live

and engage today. That means enabling digital-first, self-service, hybrid, and embedded delivery – empowering clients to engage on their terms and bridging the advice gap with affordable, contextual, personalised solutions.

Innovation. Automation. Open sourcing. These aren’t features – they’re the foundations of a better wealth model. We’re proud to help our clients lead that change.

In what ways were you able to deal with challenges and problems this time around? What lessons have you learned?

Integrating into legacy environments, especially across regulated markets, remains a key challenge.

Our API-first platform is designed to add – not replace – core systems, enabling low-risk transformation while combining internal capabilities with third-party services.

We’ve also learned that transformation doesn’t require a “big bang.” It’s about rapid iterations with clear outcomes – efficiency, revenue, or engagement. Start small, scale fast, and deliver measurable impact from day one.

Where do you see the wider wealth management sector going in the next five years?

Wealth will become more embedded, intelligent, and radically accessible. Clients want seamless access to investment, credit, and protection via platforms they already trust – super apps, bank apps, lifestyle portals. Wealth will be delivered contextually, not separately. AI will automate tasks, augment advisory journeys, and deliver more intuitive, personalised user experiences. Clients expect choice – switching between self-service, hybrid, or advisor-led models with hyper-personalised engagement at every step.

As embedded finance matures, it will expand access to underserved segments with affordable, goal-based planning, risk-managed investments, and contextual protection. additiv is helping institutions lead this transformation – delivering digital-first experiences across every segment, channel and market.

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Turning Challenges into Purpose and Giving Back as a Woman in Wealth Management Anthonia Hui Head of Singapore AlTi Tiedemann Global

Winner • Women in Wealth Management

Anthonia, what drew you into the wealth management industry?

I’ve always believed that wealth is about more than just numbers - it’s a powerful tool for transformation. I began my career over four decades ago, drawn to the industry by the principle of partnership. What excited me was the opportunity to work closely with families, not just to help them achieve financial success, but to align their wealth with their values, purpose, and long-term vision. Throughout my journey - from launching my own business to working across major financial centers - I’ve seen how helping clients find alignment between their portfolios and their lives creates a lasting impact. Regardless of age or geography, that connection resonates deeply, and it’s what continues to make wealth management so interesting and rewarding.

As one of the early trailblazers in independent wealth management in Singapore, what obstacles did you face and what leadership lessons have stayed with you through the journey?

When I launched an independent wealth management firm in 2007, it was still unfamiliar territory in Asia. At the time, clients

were more accustomed to traditional private banks, so educating the market and building trust around a new model was a significant challenge. Coming from a humble background and being a woman in what was a male-dominated industry, I knew I had to work hard to establish myself - not just on my own account, but for others in similar positions. Co-founding AL Wealth Partners and the Association of Independent Wealth Managers Singapore, and eventually becoming Head of Singapore for AlTi, has been part of a broader journey.

What I’ve learned along the way is that success is driven by showing up with integrity, working hard and looking at the bigger picture, whether that’s through philanthropy, mentorship, or building a better industry. Those lessons continue to guide me today.

Why has giving back been such a central part of your career?

Because wealth, at its core, is about purpose, I’ve always encouraged clients to consider not just what they have, but what they want their wealth to stand for. That same philosophy applies to my own life.

Whether it’s mentoring the next generation of professionals, contributing to industry development, or supporting causes I care deeply about, like early childhood nutrition or elder care, giving back keeps me grounded in the “why” behind my work.

Why is now a great time to be a woman in the wealth management industry?

The industry is currently undergoing a generational and cultural shift. With the largest wealth transfer in history underway, clients are looking for deeper alignment, empathy, and purpose in how their wealth is managed. I believe these are areas where women have long excelled but are now being recognized and valued more than ever. It’s an exciting time to lead not just with expertise, but with authenticity. And it's a moment for women to shape the future of the industry.

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A Platform Shaped by Experience, Driven by Values Shaan Dalal Director Asset Vantage

Winner • Family Office Solution

Please explain why you/your business was able to reach this award-winning level?

Asset Vantage was born out of the real-world needs of a single family office, giving us a unique lens into the complexities and nuances of managing family wealth. As a UNIDEL company, we carry forward a legacy of building sustainable, high-integrity businesses that solve real problems.

What sets us apart is our culture, anchored in Innovation, Dependability, Excellence and Agility (I.D.E.A). These aren’t just values on a wall – they guide every product decision, every client interaction, and every internal conversation.

We’ve built our platform with a long-term vision and a deep, intuitive understanding of the modern family office. We sell and serve the way we would have wanted to be sold to and supported – with empathy, clarity, and accountability.

Our team is deeply customer-centric, and we constantly evolve our product to meet the needs of our clients and their users.

What was the way your colleagues made a difference?

Our teams made a difference through seamless cross-functional collaboration and a client-first mindset. Client-facing teams actively gather insights and share them for product enhancements in reporting, accounting, and document management.

Our managed services team go beyond support, helping clients uncover gaps they hadn’t even considered – prompting the right questions at the right time. By aligning product, service, and support, we ensure families have not only the right tools but also the confidence and clarity to use them effectively.

How do you intend to remain on the front foot and continue to set a high standard?

At Asset Vantage, we stay ahead through product-led innovation, agile delivery, and deep client partnership. Most importantly, we evolve with our clients – continuously releasing new features that address real-world complexity in reporting, accounting, and compliance. With proactive support and rapid enhancements, we don’t just respond to needs – we anticipate them, consistently setting a higher standard for a modern family office software.

Whom to look for, either inside or outside your business, for ideas and inspiration?

We look both inside and outside for ideas and inspiration.

Inside Asset Vantage, our clients and frontline teams provide valuable insights through the challenges they face and the creative solutions they find.

Outside, we draw inspiration from fintech, enterprise software, family office leaders, and thought leaders who challenge conventional views on wealth, legacy and technology.

Staying connected to both those living the problem and those rethinking the future keeps us grounded and forward-looking.

What will winning this award do for your business and colleagues?

Winning this award is a powerful validation of the hard work, vision, and dedication our team brings every day. It reinforces our belief that we’re solving meaningful problems for modern family offices and doing so with excellence.

For our colleagues, it’s a moment of pride – a recognition of their commitment to innovation, client success and cross-functional collaboration.

It’s not just a milestone – it’s motivation to keep raising the bar.

Where do you see the wider wealth management sector going in the next five years?

In the next five years, family offices will prioritise data ownership, real-time insights, and efficiency, many evolving into Virtual Family Offices with leaner teams.

Unified platforms that reduce manual work and offer control, transparency and flexibility across global assets will be essential.

Asset Vantage supports this transformation by seamlessly integrating investment accounting, performance reporting, and document management, empowering family offices to operate efficiently and make confident, smarter decisions.

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The Avendus Wealth Edge: High Conviction, Deep Engagement, Lasting Value

A

vendus Wealth Management, part of the Avendus Group, manages USD 8.2 billion in assets and has been serving clients since 2010. Its clientele includes family offices, ultra-high-networth individuals (UHNIs), and corporates.

The firm specialises in crafting bespoke, high-conviction solutions to help clients grow and protect their wealth across various stages of life.

Key stats: • USD 8.2 billion in AuM • Serving 1,850+ UHNI/HNI families & corporate treasuries • 45%+ of clients have net worth exceeding INR 2 billion • Presence in 11 geographies, covering 40+ cities across India • ~170 employees • 300+ years of combined leadership experience Staying Ahead in a Changing Industry India’s wealth management landscape is evolving, with shifting client demographics and growing demand for tailored, forward-looking advice. As wealth grows beyond tier-1 cities, Avendus is expanding its physical presence in tier-2 and tier-3 markets through local offices, enabling deeper, more consistent engagement.

Clients now expect more than traditional advice – they seek foresight and access to domestic and offshore opportunities across public and private markets. In response, Avendus has invested in new capabilities, including a Singapore expansion and plans to enter GIFT City. It is also deepening expertise in areas such as private markets, REITs, InvITs, and private credit.

A dedicated team now supports succession planning and family governance, helping clients structure generational wealth transitions with clarity and foresight. Moving forward, Avendus will focus on three core priorities: attracting top talent, expanding its client base by tapping into India’s economic momentum, and increasing wallet share through deeper, more strategic relationships.

Colleague Impact and Value Creation Avendus colleagues have driven success by strengthening the platform, innovating products, and elevating client experience.

Their efforts resulted in several large client wins, especially around key liquidity events.

Momentum was strong across structured credit, private equity, and REIT/InvIT offerings, while the broking desk excelled through timely execution and short-term trades.

Avendus’ cross-functional platform – with access to 50+ sectors and 2,500+ client relationships – delivered synergistic outcomes, such as private market fundraises and differentiated access to exclusive deals. On the client experience side, the firm enhanced personalisation through data and analytics, and deepened relationships via tailored content and curated events.

Responding to Challenges Talent acquisition and retention remain industry-wide challenges. Avendus addressed this by recruiting individuals with the right mindset, even if they lacked prior wealth experience. For instance, corporate bankers in certain regions successfully transitioned into wealth roles, leveraging local relationships and expertise.

Geographic concentration was another hurdle. Instead of relying on citybased bankers to cover peripheral regions, Avendus is investing in local teams for better client coverage and engagement.

Finally, today’s clients demand proactive, customised solutions. Avendus embedded a culture of anticipatory service, encouraging teams to craft strategic offerings in advance. Regulatory changes are also embraced as opportunities to build a more sustainable and resilient business.

The Future of Wealth Management Over the next five years, the industry is expected to shift from distribution-led to advisory-led models. Clients increasingly prefer fewer, more capable partners who offer holistic,transparent solutions.

Avendus is well-positioned to lead this transition through deep advisory capabilities, trust and relationship strength.

Apurva Sahijwani - CEO Avendus Wealth Management

Highly Commended • Private Bank or Wealth Manager (India)

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Azqore: Trusted BPO and SaaS Partner for Wealth Management Gaël Lang CEO, Singapore Azqore

Winner • Transaction Processing

B

ased in Switzerland, Azqore is a global leader specialising in Business Process Outsourcing (BPO) and Software as a Service (SaaS) for the wealth management sector. For over 30 years, Azqore has supported private banks in their transformation, completing more than 70 successful banking migrations and enhancing their operational efficiency. Beyond providing innovative solutions to transform, digitise and improve the client experience of private banking players, Azqore offers banks the option of fully outsourcing their back office from its hubs in Switzerland and Singapore. Azqore serves today 25 clients in Europe and Asia totalling more than CHF 215 billion in assets under management with proven experience of numerous migrations. Azqore is a subsidiary of Indosuez Wealth Management (the global wealth management brand of the Crédit Agricole Group and a leader in the field) and Capgemini (a global leader in consulting, technology services and digital transformation). With the support of these two shareholders, Azqore can combine in-depth banking expertise with a leading edge technological approach.

What was the way your colleagues made a difference?

At the heart of Azqore's success lies our extraordinary team. Our BPO solution thrives on the dedication and expertise of our professionals, who relentlessly pursue excellence and innovation. We firmly believe that investing in our people and nurturing their potential is the cornerstone of delivering exceptional services. This commitment is reflected in the following distinctive factors:

• Efficiency: Industrialised processes with a proven track record of handling diverse and complex products and processes, which require continual flexibility.

• High quality combined with thorough Risk Management: Emphasis on quality awareness and long-term thinking,

coupled with a strong risk culture through strict and rigorous quality control. A robust frameworks validated by ISO 9001 / 27001 and ISAE 3000 / 3402 certifications ensures aligned processes across all operational centres.

• Strong Customer-centric mindset: Our commitment to understanding our clients' needs and going the extra mile to support their success makes us a trusted partner in wealth management. We prioritise our clients' unique needs, offering tailored solutions and personalised support. As a subsidiary of Indosuez Wealth Management, this customer-centric approach and deep understanding of Wealth Management are strongly rooted in our DNA. • Communication and transparency: Direct contact between Azqore's operations team and the client's middle office enables a collaborative and hands-on approach to facilitate business growth.

Where do you see the wider wealth management sector going in the next five years and how do you intend to remain on the front foot and continue to set a high standard?

In Asia, Singapore and Hong Kong are pivotal players in the wealth management landscape and they will not stop growing in the next five years. The wealth management industry in this region will continue its significant shift towards digital and data-driven solutions thanks to the focus on innovation led by the local authorities, with the added challenge of efficiently integrating AI into its processes.

Concurrently, regulatory evolution will become increasingly complex, driven by factors such as complex products, digital assets, cybersecurity, and customer protection. Our mission is clear: to support tomorrow’s private bankers and wealth managers as they navigate this rapidly changing environment. By annually investing over CHF 40 million in technological and functional advancements, proactively monitoring and implementing regulatory changes and integrating AI and data analytics into our offers, Azqore is wellpositioned to be the preferred partner for those seeking digital transformation and operational excellence.

B R I N G Y O U R V I S I O N

T O

L I F E

Create connections around the globe, with tailored advice and specialists from across the Barclays Group, and make your vision for your business a reality.

Get in touch privatebank.barclays.com/contact-us

Influence tomorrow

Barclays Bank PLC. Registered in England. Registered no. 1026167 Registered Office: 1 Churchill Place, London E14 5HP. Barclays offers private and overseas banking, credit and investment solutions to its clients through Barclays Bank PLC and its subsidiary companies. Registered Office in India: Nirlon Knowledge Park, Level 9, Block B-6, Off Western Express Highway, Goregaon (East), Mumbai - 400063, India. Barclays Bank PLC is a member of Banking Codes and Standards Board of India. Barclays Bank PLC Singapore Branch is a licenced bank in Singapore and is regulated by the Monetary Authority of Singapore.

Registered in Singapore. Registered No. S73FC2302A. Registered Office: 10 Marina Boulevard, #25-01, Marina Bay Financial Centre Tower 2, Singapore 018983.

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Staying Ahead: How We Lead with Agility, Insight and Client-Centric Excellence in a Changing World Nitin Singh Head of Asia Pacific Barclays Private Bank

Winner • HNW Team • Private Banking Employer or Talent Management Initiative • NRI/NRP Offering

What was the way your colleagues made a difference?

What truly set our colleagues apart was their ability to stay close to clients through changing conditions, offering clarity, confidence, and continuity.

They showed exceptional agility in anticipating needs, navigating complexity, and collaborating across teams and geographies to deliver integrated solutions.

Their professionalism and consistency made a tangible impact, not just in outcomes, but in how clients experienced us as a trusted investments advisor.

How do you intend to remain on the front foot and continue to set a high standard?

We stay ahead by continually investing in our capabilities, be it talent, technology, or insights. Our focus is on staying relevant to clients, especially as their priorities become more global, more complex, and more nuanced.

We’re enhancing our advisory solutions, strengthening expertise across asset classes, and building tools that give clients better visibility and control. At every step, the aim is to raise the bar on relevance, responsiveness, and results.

Whom to look for, either inside or outside your business, for ideas and inspiration?

Inspiration often comes from within - from colleagues who bring fresh thinking and challenge the status quo. I also learn a great deal from the next generation of clients and professionals, who bring new perspectives on entrepreneurship, innovation and value creation.

Beyond our industry, I look to sectors where client experience and technology intersect, as they often offer lessons on how to stay sharp and adaptable in a fast-changing environment.

Where do you see the wider wealth management sector going in the next five years?

Wealth management is evolving to meet more sophisticated and international client needs. In Asia, we’ll see stronger demand for tailored solutions, cross-border capabilities, and a higher level of engagement across investment, succession, and liquidity planning.

The ability to offer depth across jurisdictions, while delivering consistent service and strategic insight, will be key. Organisations that can combine global connectivity with local understanding will be best placed to lead.

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Award-Winning Excellence: BDO Singapore Recognised as the Go-To Firm for Private Clients

Winner • Accountancy Team • Accountancy Team (Greater China Region) • Tax Team (Greater China Region)

Kylie Luo - Executive Director, Practice Leader BDO

B

DO Singapore has over 650 staff. The Asia-Pacific BDO Private Client Services (“PCS”) practice is spearheaded by our Singapore team which now has over 100 committed PCS specialists, spanning across key functions. Our specialists lead a network of over 1,000 local experts based in 25 countries.

In BDO, we listen, we plan, and we provide strategies, in-depth technical and practical advice tailored to the specific needs and objectives of each client. We bring the solutions to our clients, and we take a practical and hands on approach in the implementation, ensuring that they understand every step of the process.

Our specialists work with high-net-worth individuals (“HNWIs”), families, business owners and Family Offices who want their global tax affairs managed proactively and seamlessly.

Even in times of the pandemic and amidst the ever-changing global environment, we kept ahead of the changes and ensured that our clients’ needs are well taken care of.

Our global reach means that we are not restricted by geographical boundaries. For each client, we draw on our global network and assemble the best team with the right expertise. Having people with the necessary cultural intelligence and knowledge of the subject matter, we can find the right solution for each client, regardless of where they may be based.

With our efforts, BDO is known in the industry as the go-to-taxfirm for HNWIs and ultra HNWIs. We work closely with all the major financial institutions and have implemented more than 50% of the tax structures in the market. As the market leader, we are also constantly in dialogue with government agencies, providing constructive feedback for the industry.

We are truly focused on private clients and on delivering exceptional client service through practical, bespoke advice, tailored to client priorities.

This award is an affirmation of our efforts and an encouragement to our team to keep up our efforts. We are thankful for the support that our various stakeholders have provided us with.

We offer a unique “one-stop-shop” approach for clients, capitalising on the dedicated teams in various departments at BDO in Singapore and our international network. Our service excellence is what sets us apart from the rest of the industry.

We will continue to support our private clients through any new laws and regulations and assist them to better manage their family wealth. As the regional economy grows and the number of affluent individuals/ families in the region increases, we see more opportunities for the industry. These families would want to put in place structures to better manage and preserve their family wealth. They would also want to ensure that their family wealth persists for multiple generations. We at BDO understand our clients’ requirements and we strive to provide the best solutions for them, even amidst a changing landscape.

Instead of using complex technical jargons, we speak the same tongue as our clients. We use plain, straightforward terms which our clients can comprehend, in languages that they are comfortable with, be it English, Mandarin, Cantonese or Bahasa.

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Boutique Banking, Big Impact: Bordier’s Legacy of Excellence Winner • Boutique Private Bank

Bordier & Cie (Singapore)

F

ounded in 1844, Bordier has built a legacy of integrity, innovation, and client-centricity. Evrard Bordier, Managing Partner and a fifth-generation member of the Bordier family, moved to Singapore in 2011 to establish the Asia headquarters.

In 2025, Valérie d’Argembeau took over from Evrard as CEO of the Singapore office and retains the bank’s firm commitment to providing bespoke wealth management solutions tailored to clients' evolving needs.

Independence is central to Bordier’s philosophy. With no external shareholders, the firm makes decisions solely in clients’ best interests, ensuring transparency and alignment with their financial goals. Its open architecture framework enables the curation of tailored investment solutions, ensuring a personalised approach to wealth management. More than financial advisors, Bordier serves as trusted stewards of wealth across generations.

Proven Track Record With 180 years of expertise, Bordier upholds credibility and accountability. Managing partners bear unlimited liability, emphasising capital preservation and risk management. The firm takes pride in its financial strength, having maintained profitability without a trading loss since 1950.

Its Tier 1 ratio exceeds 30%, and liquidity far surpasses regulatory requirements, reinforcing its commitment to safeguarding client assets. The firm’s assets under management have grown steadily, reaching about CHF 19 billion as of December 2024.

Embracing a Future-Forward Approach Bordier embraces innovation to stay ahead in private banking. By integrating secure custody solutions, robust risk management, and seamless trading infrastructure, Bordier empowers clients to

access and invest in digital assets with confidence. This initiative reflects the bank’s commitment to innovation and its readiness to meet the evolving needs of modern investors.

To remain competitive, Bordier leverages technology within its internal processes and client communications. The firm’s use of AI enhances efficiency, responsiveness, and the personalisation of services, ensuring they maintain the highest standards while staying aligned with clients’ interests. Through these innovations, Bordier continues to redefine boutique private banking with tailored solutions and excellence.

People and Culture Bordier’s professionals are more than financial advisors – they are trusted stewards of generational wealth. Their expertise, dedication, and ability to foster deep relationships with clients define the firm’s reputation. Every team member plays a vital role in delivering personalised strategies aligned with clients’ long-term objectives.

Collaboration and innovation are embedded in Bordier’s culture.

By anticipating market trends and ensuring agility in decision-making, the firm drives value beyond financial returns. Its unwavering commitment to integrity and excellence reinforces its standing as a leader in boutique private banking.

Moving Forward with Purpose Winning the recognition as Boutique Private Bank validates the dedication of Bordier’s team and strengthens its resolve to continue pushing the boundaries for Private Banking in the Asian region.

As the firm celebrates this milestone, it remains focused on delivering innovative solutions, maintaining its tradition of excellence, and ensuring clients remain at the heart of everything it does.

Trust Matters Butterfield has been in the business of establishing and administering fiduciary services for more than 80 years. Working in partnership with our clients and their advisors, we are experienced in providing a wide range of structures and solutions for the growth, protection and transfer of assets.

Let’s start a conversation about how we can help meet your needs visit us @ Butterfieldgroup.com.

Butterfield is a leading off shore bank and trust company delivering financial and fiduciary solutions with a personal touch. Rooted in our small island heritage, we put relationships at the centre of everything we do, offering a full-service experience that feels curated and comfortable for each of our clients and advisers. Combining local expertise with global coverage, we deliver the advice, products and services to help clients accomplish their goals - and have done for over 160 years. Our trust team provides multi-jurisdictional capabilities through six independent companies (Bermuda, The Bahamas, Cayman Islands, Guernsey, Singapore and Switzerland). We offer a flexible approach to holding a wide variety of assets, and prides ourselves on providing solutions to meet the varied requirements of private and institutional clients, family offices, charities and philanthropic organisations. Our award-winning team specialises in wealth planning and trust administration, and dealing with complex structures for the growth, protection and transfer of assets. Butterfield is a publicly traded company in the US on the New York Stock Exchange (NYSE: NTB) and in Bermuda on the Bermuda Stock Exchange (BSX: NTB BH).

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Best in Class: Butterfield Wins Institutional Fiduciary Firm of the Year Why Butterfield Was Able to Reach This Award-Winning Level: Butterfield’s success stems from a combination of its 150-year legacy of excellence, a commitment to personalised service, and strategic growth initiatives. The firm has maintained a reputation for trust and fiduciary services, positioning itself as a leader in the wealth management industry. Key to this achievement is its expansion through strategic acquisitions, such as the purchase of Deutsche Bank’s Global Trust Solutions and Credit Suisse’s trust business, which have significantly increased its footprint in Asia. This, combined with cutting-edge technology, client-centric service, and a deep understanding of complex wealth structuring, has led to sustained growth and recognition.

How Colleagues Made a Difference: The dedication and expertise of Butterfield’s staff have been critical in its success.

Colleagues consistently deliver high-quality service, with many holding advanced qualifications. Their deep industry knowledge and collaborative approach ensure that the firm's clients receive personalised, innovative solutions. Furthermore, several team members are recognised in the Private Client Global Elite, a testament to the calibre of professionals who contribute to Butterfield’s reputation for excellence.

Remaining on the Front Foot: To remain a leader, Butterfield is focused on continuous innovation. This includes leveraging emerging technologies, enhancing operational efficiency, and embracing changes in regulatory landscapes. The firm also invests in regular training and development to keep staff ahead of the curve.

Butterfield is committed to maintaining high standards by constantly refining its services, engaging with industry forums, and ensuring it is adaptable to evolving client needs.

Dealing with Challenges and Lessons Learned: Butterfield has navigated various challenges, from establishing a strong brand in competitive markets to adapting to new

regulations and responding to the pandemic. The company responded with agility, reinforcing communication and risk management. It learned that adaptability, paired with its core values of trust and client service, is essential to overcoming obstacles and turning them into growth opportunities.

Whom to Look For Inspiration: Internally, Butterfield draws inspiration from its seasoned professionals who bring decades of experience and expertise. Externally, the firm looks to industry thought leaders and global forums to stay informed on the latest trends, regulatory changes, and best practices. Butterfield also engages with client needs directly to tailor its services and ensure continuous improvement.

What Winning This Award Will Do: Winning this award reinforces Butterfield’s reputation for excellence, serving as a powerful affirmation of the team’s hard work and dedication. The accolade not only boosts staff morale but also enhances the firm’s credibility, strengthening relationships with existing clients and attracting new ones. It serves as a recognition of Butterfield’s commitment to delivering exceptional service, further solidifying its position as a trusted partner in the wealth management sector.

Where the Wealth Management Sector is Heading in the Next Five Years: The wealth management industry, particularly in Asia, is expected to see a surge in demand due to the growing population of UHNWIs and family offices. As wealth transitions across generations, there will be an increased need for complex cross-border estate planning, philanthropy, and sustainable wealth management solutions. Technology will play a significant role in delivering personalised services, but it must be complemented by the hightouch, relationship-driven approach that defines the industry. Butterfield aims to continue leading the sector by combining innovation with its longstanding commitment to client service.

Mark Florence Executive Chairman, Asia Butterfield Trust, Singapore

Winner • Institutional Trust or Fiduciary Company

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CSC Is The World’s Leading Independent Provider Of Private Client Compliance Solutions

C

SC is a trusted provider of trust and family office services across Asia, offering tailored solutions for high-net-worth individuals, families, family offices, and owner-managed businesses.

With more than 125 years of experience and a global presence spanning 140 jurisdictions, we specialise in delivering tailored, practical, and flexible solutions to meet the evolving needs of our clients.

Operating in key financial hubs such as Hong Kong, Singapore, Luxembourg, Guernsey, and the Cayman Islands, we pride ourselves on building long-term partnerships rooted in mutual trust. As a privately owned organisation with over 8,000 professionals, we combine market-leading expertise with an unmatched global reach to provide innovative and proactive Private Client services.

Alice Lau Senior Executive Director & Head of Private Client, Asia Pacific CSC

Winner • Independent Trust or Fiduciary Company (Greater China Region)

Please explain why you/your business was able to reach this award-winning level?

Our broad global scale and 24/7 followthe-sun service model allows us to serve clients seamlessly across time zones, while our deep understanding of Asia’s unique regulatory and cultural landscape ensures tailored solutions. Whether it’s establishing private trusts for Chinese IPOs, supporting family offices throughout Southeast Asia, or guiding philanthropic endeavors, CSC combines global capabilities with local insights to deliver exceptional results.

Led by Alice Lau, a 25-year veteran at CSC, our APAC Private Client Team is a testament to stability and expertise. Over 62% of our staff have been with CSC for more than 10 years, and 29% boast over 15 years of tenure. Our team’s qualifications are equally impressive, with many holding the highest ICSA and STEP certifications. This blend of experience and professionalism ensures our clients receive best-in-class service.

What was the way your colleagues made a difference?

Our Fierce Client Spirit is alive in all of us.

But it’s a collection of attributes that we instantly recognise: Precision, Diligence, Accuracy, Excellence, Speed, Responsiveness, Dedication, Warmth, Authenticity.

Our Fierce Client Spirit drives us to exceed expectations and deliver with excellence.

It’s what elevates our work. It’s what ensures that we are always 100% focused on achieving outstanding client outcomes.

How do you intend to remain on the front foot and continue to set a high standard?

CSC believes that continued investment in technology is a real differentiator and will continue to drive its transformation programme in becoming a trusted techenabled service provider. The company is committed to build the next generation of specialised administration services.

What will winning this award do for your business and colleagues?

This is the ninth year CSC has received 'Best Independent Trust/Fiduciary Company - Greater China'. This accolade affirms our commitment to service excellence, innovation, and global responsiveness.

This great achievement further bolsters the market position of CSC to stand out in the private wealth industry, strengthening its industry credibility to existing and prospecting customers.

Alice Lau, Head of Private Client - APAC, CSC said: Winning this award is a testament to the culture we’ve built, the trust we’ve earned, and the impact we make each day. It would recognise not just our success, but the values that drive us forward—putting people first, delivering with integrity, and setting the bar for what exceptional client service should be.

Deeply Local, Uniquely Global

Dentons, the law firm of the future is here. dentons.rodyk.com © 2025 Dentons. Dentons is a global legal practice providing client services worldwide through its member firms and affiliates.

Please see dentons.com for Legal Notices.

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Award-Winning Approach: Tackling Challenges with Insight, Sensitivity and Seamless Teamwork What was the way your colleagues made a difference?

We are glad to be able to say that we work together well as a team, and across teams. At Dentons, we work in a collaborative manner and support each other across practice areas, even jurisdictions, to meet our clients’ needs.

Each colleagues’ individual expertise can be tapped into to address our clients’ queries and find solutions expertly and creatively.

How do you intend to remain on the front foot and continue to set a high standard?

We must always remain sensitive to our clients’ needs and expectations, on a legal, practical, and even personal level. We always start by identifying all the potential issues which could arise or be of concern to the client.

Legal issues aside, different clients have different goals and levels of sensitivity to different matters, and it is key for us to recognise these. We hope to continue to build long-lasting, genuine relationships with our clients, built on mutual understanding and trust, so that we can always look out for our clients’ best interests.

In what ways were you able to deal with challenges and problems this time around? What lessons have you learned?

The best way to deal with challenges is to adopt a solution-oriented mindset and figure out what is the best way to move forward.

Even when it seems that there is no good solution available to the client, we must do our best to reframe the issues and find a way to achieve some, if not all, of the client’s goals.

Edmund Leow, SC (left) Senior Partner Nicolette Lee (right) Senior Associate Dentons Rodyk & Davidson LLP

It is also crucial to deal with problems calmly and with sensitivity, to avoid flares in tensions and miscommunications. Open and level-headed communication, internally and externally, is key to resolving conflict.

This is helpful even in the situation where it appears that there is no good solution available to the client, since it is then important to communicate to the client what the issues are, why the issues have been encountered, and what we shall do to tackle them.

What will winning this award do for your business and colleagues?

We are very grateful to be recognised for our hard work! We believe that we will be able to continue servicing clients at a consistently high standard. With these awards, we hope that our clients and contacts will recognise our efforts and continue to put their trust in us as a team.

Winner • Tax Team • Real Estate Advice • Wealth Management Rising Star Under 30

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Discipline, Purpose and Trust: The Values Powering Eightstone’s Rise Chiara Bartoletti Managing Partner, Chief Operating Officer Eightstone Pte Ltd

Winner • Private Bank or Wealth Manager (Singapore)

Why do you think your business was able to reach this award-winning level?

At Eightstone, we have built a culture that is deeply sceptical of noise – market, media, or industry hype. We focus instead on clarity and long-term relevance. That mindset, paired with rigorous discipline and real alignment with our clients, is what helped us cut through the crowd. We are not in the business of gathering assets, we are in the business of protecting and growing real wealth, over real time.

What was the way your colleagues made a difference?

This award belongs to a team that quietly does the hard work.

There’s no fanfare, just a deep commitment to doing what’s right for the client. Whether it’s our investment professionals designing resilient portfolios, our risk team safeguarding against blind spots, or our operations team executing with Swiss-watch precision, each person shows up with purpose. That collective mindset of accountability makes all the difference.

How do you intend to remain on the front foot and continue to set a high standard?

By staying lean, curious, and allergic to complacency. In a world that is increasingly automated, we believe in taking advantage of that while staying human – high conviction, high touch, high trust.

We will continue investing in people and platforms, but never at the expense of independent thinking. Standards rise when you surround yourself with individuals who ask better questions, not just give quicker answers.

In what ways were you able to deal with challenges and problems this time around? What lessons have you learned?

We embraced complexity without being consumed by it.

Navigating volatile markets, cross-border structuring, or generational shifts in client priorities required adaptability and clear judgment. We have learned that simplicity is not the absence of complexity, it’s the mastery of it. The real challenge is staying true to your principles in a world of shortcuts.

Whom do you look to, either inside or outside your business, for ideas and inspiration?

We draw inspiration from the founders and families we serve –people who take calculated risks, who think generationally, and who stay grounded in their values. Internally, I find fresh insight in our youngest team members. They challenge legacy thinking and force us to explain ‘why’ – a question we should always be asking.

What will winning this award do for your business and colleagues?

Externally, it validates what our clients already know – that Eightstone is a firm of substance and integrity. Internally, it’s a moment of quiet pride. We don’t set out to win awards, but recognition like this affirms that it’s possible to stay independent, focused, and principled – and still succeed.

Where do you see the wider wealth management sector going in the next five years?

Looking ahead, the wealth management sector is facing a bifurcation. One path leads to consolidation, commoditisation, and algorithmic decision-making. The other embraces nuance, judgment, and long-term thinking. We are betting on the latter.

Clients are global, values-driven, and more selective than ever. The future belongs to firms that understand that wealth is not just capital – it’s purpose, continuity, and trust.

INNOVATIVE BANKING

olympicbankingsystem.com

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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From Core to Catalyst: How Great Core Banking Drives Transformation Harold Mendiola Manager, Customer Support (Asia) ERI

Winner • Core Banking Software

Please explain why your business was able to reach this award-winning level?

Whom to look for, either inside or outside your business, for ideas and inspiration?

ERI’s success is driven by a strong focus on client-centricity and a deep understanding of the unique challenges faced by wealth management and private banking professionals, both in the Asia Pacific region and globally. With a track record of over 400 successful implementations in more than 60 countries, ERI has cultivated deep operational and technological expertise. This extensive experience allows us to proactively anticipate market developments while ensuring the OLYMPIC Banking System consistently delivers high performance and seamless usability in day-to-day operations.

Through continuous engagement with users and the integration of their feedback, we refine our platform and solution suite in line with evolving client expectations and international best practices.

When seeking inspiration and ideas for development, whether to enrich a product roadmap, anticipate market shifts, or respond to evolving client demands, it is essential to engage a diverse network of both internal and external stakeholders. Each brings a unique perspective that, when harnessed strategically, can accelerate innovation and drive value creation.

Our core banking platform, OLYMPIC Banking System, is standing out as being capable of addressing the key challenges faced by private banks and wealth managers in the region. It addresses a unique combination of market diversity, regulatory complexity, and rapid digital transformation.

How do you intend to remain on the front foot and continue to set a high standard?

A flexible, scalable core banking platform that integrates easily with third-party systems is essential for banks to remain competitive. It enables rapid product launches, faster time to market, and advanced digital capabilities. With rising customer expectations – especially in open banking markets like Singapore and Australia – features like instant payments and real-time risk monitoring are now baseline.

Core systems must support consistent, tailored, compliant and innovative services across channels to meet evolving client needs.

As expected, placing the client at the centre of our strategy is fundamental. This approach enables us to support clients throughout their transformation journey and provides a strong foundation for their growth ambitions. Clients are often the most valuable source of input, offering practical insights that directly shape the evolution of our solutions.

Conversely, new market entrants, particularly non-traditional players such as fintech start-ups, bring innovative approaches to user experience. While they may lack deep expertise in banking operations, their use of advanced technologies in areas such as predictive analytics, cybersecurity, and digital engagement tools presents valuable benchmarks. These innovations must be carefully assessed to determine their applicability and value within the context of wealth management.

Finally, we continuously evaluate the positioning of our platform against market expectations. Our active participation in industry benchmark reports and analysis initiatives enables us to capture emerging trends and identify strategic gaps. In parallel, we maintain a close watch on evolving regulatory frameworks, ensuring we can proactively manage risk and anticipate rising operational costs.

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EtonAI™: Revolutionising Wealth Management with Secure, Explainable AI Murali Nadarajah Chief Information Officer Eton Solutions

Winner • Artificial Intelligence (AI) Application

E

tonAI™, developed by Eton Solutions, is an advanced AI system designed to automate middle and back-office operations with precision and security. It processes complex documents and responds in natural language, transforming how teams access and manage information. Integrated within Eton Solutions’ ERP platform AtlasFive® or used standalone, EtonAI™ enhances workflows for Single and Multi-Family Offices, RIAs, Private Equity firms, and more. Eton Solutions currently manages over $936 billion in assets globally.

Please explain why you/your business was able to reach this award-winning level?

We built EtonAI™ from first principles, recognising that good AI depends on clean, structured data. Many providers have either advanced AI with messy data or clean data without AI depth – we had both. Embedding EtonAI™ within our cloud-native AtlasFive® ERP gave us a unified data model from the start, allowing us to build AI on order rather than chaos.

We use a vector database that eliminates standard LLM context limitations, enabling semantic search across massive document sets. Our patent-pending knowledge graph connects entities, transactions, and accounts – anchoring the AI in real-world context. With seven patents filed, our AI architecture stands apart.

What differentiates us is our ability to make data AI-ready, then build explainable, domain-specific applications. Our secure, governed, and scalable system integrates private client data, pre-trained LLMs, and real-time market data, powering next-gen automation in wealth management.

How do you intend to remain on the front foot and continue to set a high standard?

We’ve created a hybrid AI ecosystem—combining leading LLMs with proprietary infrastructure – targeting the real issues in enterprise AI: trust, security, explainability, and responsible deployment.

Our Co-Pilot model emphasises AI as a human performance enhancer. While we remain tech-agnostic regarding LLMs, our deployment philosophy is strict: transparency, traceability, and privacy are essential. Our systems run in secure cloud environments certified to global standards including ISO 42001, 27001, 27701, and SOC 1 & 2.

Seven patents and continued investment in proprietary tech give us a lasting edge. EtonAI™ is built with feedback loops – learning continuously, refining document extraction at scale, and logging prompts for traceability. We're also advancing into autonomous agents and multi-modal capabilities to stay ahead.

Where do you see the wider wealth management sector going in the next five years?

Wealth management is shifting toward intelligent automation.

AI agents will increasingly manage middle and back-office functions like reviewing statements, handling capital calls, and creating reports – freeing humans to focus on relationships and strategic thinking.

Client communication will become real-time and hyperpersonalised, powered by secure, explainable AI. The most successful firms will integrate structured systems with responsible, embedded intelligence – similar to what EtonAI™ already delivers.

In what ways were you able to deal with challenges and problems this time around? What lessons have you learned?

The main challenge with generative AI isn’t technical ability – it’s trust. LLMs lack true contextual understanding. Preparing data for AI isn’t a one-time fix.

We tackled this by designing robust systems: centralised data models, vector databases, retrieval-augmented generation, private LLMs, and knowledge graphs. Crucially, we built the system to recognise when it lacks knowledge – and to go get it.

The key lesson? Safe, scalable AI requires centralised data, bestin-class components, and secure, cloud-native deployment.

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Architects of Legacy: Empowering Families, Shaping Futures Please explain why you/your business was able to reach this award-winning level?

Farro Capital’s recognition across six prestigious categories is a direct result of our holistic approach to wealth management, deep commitment to excellence, and strategic alignment with the future of global family offices. At the core of our success is a bespoke, client-centric philosophy that views wealth as multidimensional – encompassing structure, preservation and growth, succession, impact, and legacy. Our ability to deliver clarity in a complex world, adapt to the fast-changing regulatory and geopolitical landscape, and tailor solutions that cross borders and generations is what distinguishes us.

In a region where family offices are evolving rapidly, Farro has led the way by embracing cutting-edge technologies into our investment and client service platforms, offering fully customised planning for global families, and developing wealth planning frameworks that harmonise international structures with each family’s unique vision. From billionaires to first-generation entrepreneurs, our strategic guidance, investment acumen, and legacy planning have earned us the trust of the world’s most discerning clients.

What was the way your colleagues made a difference?

Farro Capital’s success is built on our people. Our colleagues bring together a rare blend of technical excellence, cultural fluency, and genuine empathy. Whether structuring cross-border trusts, managing intricate succession and family governance plans, or identifying global multi-asset investment opportunities, every team member is empowered to go beyond the expected. We have cultivated a culture of deep collaboration, relentless curiosity, and service excellence.

Our team demonstrates unparalleled understanding of cross-jurisdictional issues. We are recognised for sophisticated advisory that aligns with the complex needs and passions of ultra-wealthy families.

We also help clients navigate through tax, trust, and regulatory change with precision and foresight, while providing access to a range of bespoke solutions including citizenship/residence planning, deal support and ecosystem access. Each professional embodies the firm’s values daily delivering impact with confidence, and trust. Together, our teams collaborate while working closely with clients to help them achieve their long-term vision.

Where do you see the wider wealth management sector going in the next five years?

Over the next five years, we see the wealth management sector becoming more interdisciplinary, values-driven, and globally fluid. The role of the advisor will expand from investment guidance to holistic stewardship – balancing performance, family dynamics, governance, and global mobility. Technology will continue to transform client interaction and risk management through AI, while cybersecurity and data integrity will become non-negotiable priorities.

We foresee a major generational shift in client expectations, with the next generation placing more emphasis on purpose, sustainability, and digital engagement. Regulatory complexity will grow, but so will opportunities for firms that can provide strategic clarity.

Farro Capital is uniquely positioned for this future. Our global outlook, innovation-first mindset, and unwavering focus on personalised, ethical service ensure that we are not only prepared for what’s next – we are actively shaping it.

Hemant Surenderjit Tucker Co-Founder & CEO Farro Capital

Winner • International Clients Team • Billionaire Team • Wealth Planning Team • Client Service • Global Citizenship/Immigration Platform Offering • Leading CEO - Private Bank

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Redefining Wealth: How FGA is Shaping the Future of Digital Trust and Investment Please explain why you/your business was able to reach this award-winning level?

FGA is redefining wealth management by seamlessly integrating legacy trust solutions with the dynamic opportunities of the Web3 era. While traditional institutions often struggle with rigidity and outdated processes, we serve as a bridge between institutional-grade security and the agility demanded by today’s innovators.

Our digital trust platform empowers high-net-worth individuals, particularly those shaping the future in blockchain, digital assets, and decentralised ecosystems, and often mobile-driven Gen Z, to protect and grow their wealth with structures that are both compliant and adaptive. By leveraging cutting-edge technology, we eliminate legacy-system inefficiencies, offering real-time transparency, rapid execution and tailored solutions that traditional providers cannot match.

How do you intend to remain on the front foot and continue to set a high standard?

At FGA, our motto is to anticipate challenges before they arise. We don’t wait for gaps to widen; we proactively identify friction points at the intersection of traditional wealth management and emerging digital economies. By deeply understanding our clients’ evolving needs – whether they’re navigating Web3 complexities or seeking seamless 24/7 solutions – we design bespoke yet scalable frameworks.

Our approach balances two pillars: customisation and standardisation. And to really achieve it, we use AI a lot in our daily operations. Embedding automation and AI-driven analytics to streamline processes, reducing administrative burdens while enhancing precision.

Whom to look for, either inside or outside your business, for ideas and inspiration?

At FGA, innovation is deeply rooted in our internal collaborative culture, though we remain attuned to external insights that align with our vision.

Internally, our primary engine for ideas is our cross-functional team. By fostering daily discussions across departments – from blockchain specialists to compliance experts—we transform challenges into opportunities. For example, weekly "solution labs" encourage teams to present emerging client pain points, such as managing tokenised assets or navigating governance regulations. These sessions are not just brainstorming exercises; they’re structured to dissect problems, test hypotheses, and rapidly prototype solutions. This iterative process ensures that inspiration flows organically from the ground up, driven by those closest to the evolving needs of our Web3-savvy clients.

Where do you see the wider wealth management sector going in the next five years?

The wealth management sector is poised for transformative shifts over the next five years, driven by evolving investor preferences, technological advancements, and regulatory pressures.

Alternative investments are transitioning from niche offerings to core components of modern portfolios. Research suggested that by 2030, they are expected to account for 20–30% of high-net-worth (HNW) portfolios, up from 10–15% in 2024.

Another thing is the rising concern about privacy, which is why we see more and more people using trust. As global regulations are getting stricter, investors and high net worth individuals would like to keep profiles as low as possible.

And the rise of AI will shape both the investing and compliance world. Algorithms help investors to identify trends, boosting alpha generation, and AI also helps to streamline KYC and AML checks, reducing operational costs by at least 30%.

Helen Chen - CSO Kavi Harilela - Business Director FGA Trust

Winner • Digital Assets or Services

Winner • Independent Wealth Manager • Wealth Planning Team • Next-Gen Programme • Independent Trust Or Fiduciary Company

Closer Connections.

Exceptional Results.

As trusted advisers to individuals and their families across Asia and beyond, our approach to Family Governance is truly unique.

Placing a significant emphasis on psychology as well as the legal and technical aspects, we look at the overall picture of what the family is seeking to achieve.

We take the time to understand each family member and the family as a whole. This allows us to uncover challenges and support them in achieving their goals and long-term prosperity. ] Estate & Succession Planning ] Family Governance ] UK and International Tax ] Trusts Structuring ] UK Residential & Commercial Property ] Matrimonial & Divorce ] Trust & Estate Disputes

forsters.co.uk

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Deep Roots and Blossoming Results Across Asia Winner • Legal Team

Forsters

Please explain why your business was able to reach this award-winning level?

Forster’s is a full-service London based law firm with a cross-departmental legal team dedicated to advising high net worth clients in South-East Asia. Led by our preeminent Private Wealth Asia experts in tax, trusts and estates, the team includes specialists in Matrimonial/Family, Corporate & Banking and UK Residential & Commercial Property.

With over 34 years’ experience in the region, the team has cultivated strong relationships with many in the private wealth industry and are renowned for our responsiveness, sensitivity to cultural attitudes and user-friendly delivery of practical and commercial advice.

We believe that Forster’s approach is unique, particularly in the family governance context for multi-generational business families. Making it a priority to understand the psychology of the family, in order to preserve family wealth and mitigate the risk of family disputes.

We guide families through the family governance process, from the initial psychological groundwork discussions to the drafting of any legal documents required to “hardwire” the planning.

What was the way your colleagues made a difference?

The best part of our role as advisers is the positive impact that we have with the international multi-generational families that we work with. By getting to know each family member independently, we build trust across the generations, enabling us to uncover the issues and deal with them head on.

We create bespoke succession and estate planning structures that help establish family harmony and ensure the successful transition

of wealth from one generation to the next. Although we are lawyers who enjoy structuring, we focus on the family’s psychology which enables us to advise complex families on ways to hold the business and family together.

What will winning this award do for your business and colleagues?

Our team is well-known for its expertise in estate and succession planning with a cross-border focus. This award provides us with the industry recognition that we also provide best-in-class legal advice to our clients in South-East Asia across a wide spectrum of specialisms including family, trust and estate disputes, real estate, and immigration.

The award also further showcases our continued commitment to serving families in South-East Asia and beyond. Whilst we do not have an office in Asia, our lawyers travel to the region monthly to advise clients. The team are renowned for their ability to co-ordinate complex, cross-border advice involving multiple jurisdictions.

Where do you see the wider wealth management sector going in the next five years?

The future of the industry, and a key role for Forster’s within it, will be to place greater resources and focus on guiding the next generation on their journey to inheriting the family wealth. Younger generations are wealth-inheritors; their experience and relationship with wealth is different to their predecessors.

Next Gens commonly want to exert more independence, whereas older generations display more collectivist attitudes for their family, especially those from Confucius cultures. Understanding this distinct psychology of Next Gens is, and will be, essential for us in the industry when helping families with (often vast) intergenerational wealth transitions over the coming years.

Trusted advisors for cross-border wealth Every client is unique and so are our solutions. Our Private Wealth team is trusted for our integrity, discretion and highly personal approach. We tailor each structure to fit your specific needs, ensuring every solution is practical, compliant and built to last across borders and generations.

We’re Harneys, an international law firm with entrepreneurial thinking.

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Harneys - Leading the Way in Private Wealth and Transaction Advisory Across Asia and Beyond

Winner • M&A Advisor

Henno Boshoff - Counsel Lishi Fong - Singapore Managing Partner Harneys

Please explain why you/your business was able to reach this award-winning level?

How do you intend to remain on the front foot and continue to set a high standard?

Harneys has developed a market-leading private wealth and M&A practice by combining deep technical strength with commercial insight and client-focused execution. Our ability to seamlessly integrate transactional and structuring advice across the British Virgin Islands, Cayman Islands, and Bermuda positions us as a trusted partner for ultra-high-net-worth individuals, family offices and private capital platforms throughout Asia and beyond.

A key differentiator is our Singapore office, where our private wealth lawyers are not only experts in trusts and estate planning, but also bring significant M&A and corporate transactional experience. This dual capability enables us to provide a value-added service across the full spectrum of client needs, from structuring and governance to acquisitions, exits, and succession planning. By offering a more holistic and strategic advisory approach, we consistently deliver exceptional value to our clients.

We are committed to continual improvement and maintaining our competitive edge. This includes investing into internal systems to streamline processes, enhance responsiveness, and improve service delivery at every level.

Equally, we prioritise the development of our people, ensuring our lawyers are not only technically proficient but also highly attuned to market trends and client expectations. Our collaborative, multi-jurisdictional model allows us to bring the right expertise to each matter, and we remain agile in responding to evolving client needs.

We also recognise the importance of staying connected to our clients. By building long-term relationships and understanding the broader context of their wealth and investment strategies, we can provide more tailored and impactful advice.

What was the way your colleagues made a difference?

This recognition is a testament to our team’s deep commitment to exceptional service, collaboration and excellence. Our lawyers work across jurisdictions and time zones to deliver seamless advice on complex, multi-jurisdictional transactions. The Singapore team delivers a high-touch, personalised service that resonates with our private clients and intermediaries.

Our strength lies in our diversity and effective communication.

With fluency in English, Mandarin, and Cantonese, we can engage meaningfully with clients across Asia and build trust in culturally and commercially sensitive situations. Our team is known for being responsive, commercial, and proactive, and we consistently deliver a product and a level of service that clients value most.

Where do you see the wider wealth management sector going in the next five years?

We are seeing a growing convergence between private wealth and private capital. Family offices are becoming increasingly professionalised and are looking to deploy capital globally through sophisticated structures. This shift has heightened the demand for legal advisers with expertise in both trust structuring and transactional execution. Harneys is uniquely positioned to meet this demand.

Looking ahead, we anticipate heightened regulatory scrutiny, a stronger emphasis on governance, and increased cross-border complexities. Offshore solutions will remain essential for clients aiming to preserve and grow wealth across generations. Our role is to deliver strategic, practical, and reliable advice that aligns with their long-term objectives, no matter where they are in the world.

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Setting the Standard in Asia’s Wealth Management Landscape Please explain why you/your business was able to reach this award-winning level?

Our recognition across multiple award categories – including 'Best Overall Asia Private Bank', 'Hong Kong Domestic Private Bank' for the fourth consecutive year, and 'Credit Provider' for the second consecutive year – reflects our commitment to serving entrepreneurial and UHNW clients with excellence.

Two-thirds of our clients are entrepreneurs, making us the trusted partner for wealth creators across generations. Our success lies in combining global scale with deep local insight, offering bespoke investment, financing, and wealth planning solutions tailored to complex needs.

In 2024, we expanded collaboration across the HSBC Group and launched new offerings such as HSBC Privé, our first premium credit card for private banking clients in Hong Kong, Singapore and India in 2025. We also partnered with HSBC Innovation Banking to connect Asian clients with leading U.S. venture capitalists, offering exclusive insights into emerging technologies.

Leveraging our nearly 80 years of experience in the trustee business, coupled with the expertise of our wealth planning & advisory team, we have been helping wealthy families for generations to implement effective and structures succession plans. The launch of our Entrepreneurial Wealth Proposition in Hong Kong also helped bridge business success with long-term investment and wealth planning strategies.

Looking forward, we’re committed to evolving our offerings and continuing to deliver award-winning value to our clients.

What will winning this award do for your business and colleagues?

Winning the 'Best Private Bank in Asia' award – along with nine other accolades – recognises the meaningful progress we’ve made in all areas of the business. From delivering powerful wealth solutions and innovative digital platforms to creating bespoke client experiences, this achievement reflects our team's steady commitment to serving complex client needs.

Such awards are more than external validation. They also serve as inspiration and a catalyst for positive change within the wealth management industry – an industry where we’re proud to play a leading role.

How do you intend to remain on the front foot and continue to set a high standard?

We remain committed to becoming the leading wealth manager in Asia and the Middle East. Staying ahead means continuously investing in our people, digital platforms and advisory capabilities to meet evolving client needs.

Our clients are pioneers who drive change through their success. We’re privileged to serve some of the world’s wealthiest individuals and families. By delivering personalised one-bank solutions and leveraging global connectivity, we help clients diversify risk, seize global opportunities, and plan across generations.

Our focus remains on proactive advisory, data-driven insights, and tailored solutions that keep our clients’ wealth strategies resilient and future-ready.

In what ways were you able to deal with challenges and problems this time around? What lessons have you learned?

Amid market volatility and global uncertainty, we stayed resilient by focusing on what matters most: delivering consistent value to clients.

We adapted quickly – refining investment strategies, enhancing digital engagement, and strengthening advisory capabilities. These efforts maintained client trust and ensured strong performance despite the challenges.

The lesson is clear: agility is essential. By continuing to invest in talent, technology, and client-centric innovation, we’re building a private bank ready for the future.

Lok Yim Regional Head of Asia Pacific HSBC Global Private Banking

Winner • Overall Asia Private Bank • Credit Provider • Overall Impact Investing Offering

Winner • Credit Provider • Wealth Planning Team • Philanthropy Services • Impact Investing • UHNW Team • Hong Kong Domestic Private Bank or Team

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Bridging Generations of Wealth with Purpose, Precision and Global Reach Winner • Institutional Trust or Fiduciary Company

Brent York Global Head of Trust & Fiduciary Services HSBC Global Private Banking

E

stablished in 1946 with nearly 80 years of history, HSBC Trust and Fiduciary Services has been helping clients establish and maintain trusts for private and charitable purposes and acting as trustee for four or more generations of clients. Integral to HSBC Global Private Banking, our dedicated team work with families around the world to build bridges across generations of wealth, providing personalised and scalable solutions that align with their unique wealth ambitions.

The private wealth landscape has increased in complexity in recent years, creating a number of challenges but also offering up new exciting opportunities. We strive to continue our journey of excellence and innovation, ensuring that we remain at the forefront of the industry. Our evolving solutions integrate trust services, investment strategies and insurance options, empowering clients to achieve their succession planning, philanthropic and financial goals while balancing asset protection.

Please explain why you/your business was able to reach this award-winning level?

Our success is underpinned by an unwavering commitment to delivering best-in-class client service and the strength of our diversified global franchise as part of HSBC Group. The depth of capabilities and connectivity we are able to provide across Asia, Europe, MENA and the US is pivotal in supporting our clients with increasingly complex multi-jurisdictional needs.

Where do you see the wider wealth management sector going in the next five years?

Our recent report has found that among current entrepreneurs, 78% say it is important to them to keep the business in the family and preserve its legacy. Overall, 23% plan to exit their business within the next 5 years, however, only 12% of the entrepreneurs say they have a full plan in place. With this gap between intention and reality, we anticipate greater demand for personalised and holistic financial solutions, especially given increased global mobility of wealthy families, geopolitical uncertainty and global macroeconomic headwinds. Technology will play a crucial role, with advancements in artificial intelligence revolutionising the flow of and how we use information.

We have also seen an increasing demand for philanthropic structures. Entrepreneurs see themselves very much as part of the communities in which they operate, and 83% of entrepreneurs stated they take actions to make a positive impact on society, according to our report. Recognising this growing focus, our charitable team actively engages client families and their next generation to understand their multi-generational aspirations, providing charitable trust solutions that fulfil diverse philanthropic ambitions across generations.

What was the way your colleagues made a difference?

Our people are our greatest asset and the cornerstone of our business. Today’s wealthy families look for continuity and sustainability of their family wealth and values. Our highly experienced trust relationship managers, comprising lawyers, accountants and market specialists, provide personalised services that cater to every step of a family’s lifecycle, ensuring each generation feels supported at every turn.

How do you intend to remain on the front foot and continue to set a high standard?

We are honoured to receive the Institutional Trust or Fiduciary Company Greater China award for three consecutive years. This is a strong testament to our clients' continued trust in us and to our teams' dedication to supporting them.

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

The Global Fintech Platform Shaping the Future of Alternative Investing What led to your award-winning success? iCapital is a leading technology company shaping the future of private markets’ investing for financial advisors, wealth managers, asset managers, and other industry participants. The iCapital platform has transformed the way alternative investments are accessed, bought and managed, and can be customised for wealth management firms and asset managers of all types. iCapital has developed proprietary technology solutions and tools in partnership with the largest and most active firms in the alternative investment space to provide them with the infrastructure and operating platform necessary to successfully grow private markets adoption and improve the investing experience.

Our team continuously explores emerging technologies, from AI and DLT to blockchain, ensuring we stay ahead of client needs, streamlining processes, enhancing user experiences, and empowering our clients with cutting-edge tools and insights. iCapital provides modular offerings within the operating system, which can also be integrated within advisors’ own platforms to automate operational activities. With one unified technology platform to automate, simplify, and manage alternatives through their investment lifecycle, iCapital is redefining the alternatives investing landscape, making it more accessible, secure, and efficient for wealth managers and their clients.

How do you intend to remain on the front foot and continue to set a high standard? iCapital’s technology and services have transformed the alternative investing process through expanded product access, intuitive technology, and robust education.

As a leader helping to bring alternative investments to the private wealth channel, iCapital’s end-to-end operating system supports a comprehensive menu of private markets – including private equity, credit,

real assets, hedge funds – at lower minimums and simplified digital workflows. iCapital launched iCapital Marketplace in Hong Kong and Singapore as a onestop-shop connecting wealth managers and advisors with a broad menu of alternative investment opportunities, educational resources, portfolio analytics, and due diligence tools to efficiently build diversified portfolios to meet their clients’ investment objectives. iCapital is continuing to add more funds and strategies as well as improve its technology with new features, one of which is Architect, the firm’s portfolio construction tool already introduced in the US and planned to be made available in APAC, with the other being the launch of a suite of Cayman Model Portfolios offering simplified and more convenient access to private market investments for wealth managers in the APAC region looking to diversify beyond traditional markets.

What will winning this award do for your business and colleagues?

Tuan Lam Head of APAC iCapital

iCapital is the leading alternative investing fintech platform with over US$236bn in global platform assets as of May 31, 2025.

Out of these, over US$37bn come from non-US investors, with about half of these assets originating from Asia Pacific investors. All core functions have been set up in the region to provide same time zone support to clients from Hong Kong and Singapore. iCapital distributes funds across seven markets in Asia: Australia, Hong Kong, Japan, Singapore, South Korea, Taiwan and Thailand, and caters to a diverse clientele that includes global and regional banks as well as wealth managers and family offices.

Asia is of strategic importance to iCapital and the firm remains committed to meeting the evolving needs of wealth management firms seeking a technology platform to facilitate sustainable growth in their private markets business.

Winner • Onboarding Product

55

Fund Manager

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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ICHAM: Championing Fund Management Innovation Winner • Fund Manager

ICHAM Pte Ltd

Please explain why you/your business was able to reach this award-winning level?

At ICHAM, we are guided by a singular mission: to create timeless wealth through tailor made fund investment solutions for successful entrepreneurs, financiers, and business families.

Since 2019, we have built an agile and innovative Alternative Fund Management Platform that challenges convention and delivers consistent outperformance. Our multi-asset portfolio approach integrates both public and private market strategies, aiming to generate strong, risk-adjusted returns across cycles.

To meet UHNW clients' demand for uncorrelated private market exposure with liquidity, we launched the ICHAM Private Asset Fund (PAF) – an open-ended diversified portfolio of top private equity and credit managers. The iQUANT Fund complements this with a systematic quantitative investment strategy that seeks strong, uncorrelated performance across multiple asset classes.

In Q2 2025, we also introduced the ICHAM Defined Growth Fund, targeting 9–10% per annum returns via diversified exposures to autocallables notes linked to global indices.

Our creation of top-tier alternative funds and deep partnerships across hedge funds, private equity, private credit, and investment banking professionals allow us to craft truly bespoke solutions for our clients.

These strengths have helped us become a trusted, awardwinning fund manager in Asia’s sophisticated wealth management space.

How do you intend to remain on the front foot and continue to set a high standard?

The only way to differentiate ourselves in the fund and wealth management industry is to always innovate and think out of the box. Whenever we think of a fund idea, we first assess the strategy’s long-term outperformance potential. This then goes through a systematic governance process before we officially launch a new fund.

At ICHAM, our focus is on making alternative investments accessible to our growing clientele base who have evolving needs for their portfolios as market conditions change dynamically.

Additionally, we have partnerships with best-in-class financial institutions in trading, portfolio deployment, and fund distribution wherever we see strategic alignment.

What was the way your colleagues made a difference?

Our people are our greatest asset. It is through our collective knowledge and teamwork that we create best-in-class solutions for clients and plan strategically for the future. We are fortunate to have recruited fund managers who prioritise delivering long-term outperformance rather than simply focusing on asset gathering.

At ICHAM, there is no corporate red tape. We value every team member’s idea equally, and our goal is to always be “client first.”

Where do you see the wider wealth management sector going in the next five years?

The future of wealth management is personalised and tech driven. Traditional private banks focused on selling products are bound to face disruption by independent wealth managers who put client outcomes first. In Asia, clients are becoming more discerning and would prioritise choosing advisors who sincerely resonate with their long-term financial goals.

We are excited to embrace technology such as Artificial Intelligence (AI), machine learning, and data analytics to reshape how we invest and serve clients. Technology brings clearer insights, quicker decisions, and a more personalised client experience overall.

At ICHAM, we are embracing change as we move quickly to adopt meaningful innovations that improve how we manage wealth. Our goal is simple: to combine smart technology with trusted relationships to help clients grow and protect their wealth for the long-term and across generations.

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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InCred Global Wealth: Leading a New Era in Global Wealth Management Winner • Wealth Management M&A Deal

Srikantan Selvamani - CEO Incred Global Wealth Pte. Ltd. (Singapore)

Why were you/your business able to reach this award-winning level?

InCred Global Wealth achieved this level of success through a differentiated go-to-market strategy. Unlike traditional Indianorigin firms focused on India-centric products for overseas Indians, we serve global clients for their global investment needs, in partnership with global private banks.

Since launching in mid-2021, we’ve scaled our AuM from zero to over USD 2 billion (as of February 28, 2025). We’ve built a strong presence in Singapore, Dubai, and London, and attracted top-tier talent with nearly 20 years of experience on average – mostly from global private banks.

Our 35+ partnerships with leading financial institutions and the launch of InCred-branded funds across fixed income, venture capital, and global equities have cemented our reputation as a world-class, high-growth wealth platform.

How do you intend to remain on the front foot and continue to set a high standard?

We plan to stay at the forefront by continually investing in innovation, attracting top talent, and expanding strategic partnerships.

Our goal is to scale AuM to USD 10 billion, backed by long-term capital and a senior leadership team experienced in building global businesses. We're expanding our proprietary fund offerings and enhancing access to top-tier global products and solutions.

Our digital and research capabilities are key to delivering customised strategies for ultra-high-net-worth clients, family offices, and institutions. The acquisition of Arrow Capital exemplifies our collaborative approach, combining strengths to offer a stronger, unified value proposition.

Where do you see the wider wealth management sector going in the next five years?

We foresee major changes in two key areas: the rise of the independent advisory model and the globalisation of Indian financial firms. Many firms will pivot from India-centric offerings to globally integrated platforms – following the model we’ve pioneered at InCred Global Wealth.

Much like Tata Group’s successful global expansion, Indian firms will seek international credibility through strategic M&A and organic growth. Cross-border investment needs, open-architecture solutions and independent advisory models will shape the sector.

Firms that combine agility with innovation and can deliver research-backed strategies across regions will thrive. InCred Global Wealth is not only adapting to this shift – we’re leading it.

What will winning this award do for your business and colleagues?

This award is both validation and motivation. It confirms the strength of our differentiated strategy and our ability to deliver client value through a globally competitive platform. For our teams in Singapore, Dubai, and London, it's a recognition of their expertise and dedication. It will boost our brand visibility, attract more top-tier talent, and strengthen institutional partnerships.

Most importantly, it reassures clients that they’re aligned with a firm that’s ambitious, credible, and committed to delivering on its promises. As we work toward our USD 10 billion AuM vision, this award marks a meaningful milestone in our growth journey.

CA Indosuez (Switzerland) SA, Legal form: limited-liability company (société anonyme) under Swiss law with share capital of CHF 1,025,946,000. Registered office: 4 Quai Général Guisan, 1204 Geneva, Switzerland.

CA Indosuez (Switzerland) SA is authorised as a bank and Securities Firm by the Swiss financial markets authority (FINMA), which also supervises its activities.

WE FOCUS ON RESPONSIBLE FINANCE SO YOU CAN FOCUS ON SUSTAINABLE WEALTH.

Shaped by more than 150 years of experience supporting families and entrepreneurs around the world, Indosuez Wealth Management offers a tailor-made approach that allows its clients to build, manage, protect and pass on their wealth according to their goals and ambitions. In coordination with the Crédit Agricole group, its employees are committed to addressing environmental, social, and governance issues to pursue consistent progress and ceaseless value creation.

Indosuez Wealth Management is the global wealth management brand of the Crédit Agricole group and is present in Singapore and Hong Kong via CA Indosuez (Switzerland) SA, Singapore Branch and Hong Kong Branch. As a whole, the Indosuez Wealth Management group is present in 16 locations and counts nearly 4’500 employees.

CA Indosuez (Switzerland) SA, Singapore Branch - Incorporated in Switzerland with members' limited liability. 168 Robinson Road #23-03 Capital Tower, Singapore 068912 www.ca-indosuez.com

CA Indosuez (Switzerland) SA, Hong Kong Branch - Incorporated in Switzerland with members' limited liability. 29th Floor, Two Pacific Place, 88 Queensway, Admiralty, Hong Kong SAR

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Shaping the Future of Wealth: Indosuez’s Award-Wining, Client-Centric Approach

Laurent Proutière - CEO Asia Indosuez Wealth Management

Winner • UHNW Team • Overall Sustainability Offering

Winner • Alternatives Provider • SRI Offering • Private Equity • ESG, Impact Investing or SRI • FX Services

Please explain why you/your business was able to reach this award-winning level?

At Indosuez Wealth Management, we adopt a long-term, prudent approach to managing our clients’ wealth. We understand that our clients’ financial investment journeys are marathons, not sprints, and we are committed to growing their wealth sustainably through the market cycles.

As the global wealth management brand of the Crédit Agricole Group – the world’s 9th largest bank – we combine the strength and stability of a global institution with a boutique private banking experience. Our clients benefit from our extensive and well-established network, access a wide and sophisticated array of products including funds from our sister entity Amundi, and tap on our global expertise. This is enhanced by our on-the-ground presence and local insights across key markets, enabling us to deliver bespoke wealth solutions.

Our recent achievement of winning seven WealthBriefingAsia awards – a record number of awards for us – across diverse categories such as ESG, UHNWI services, FX, and alternative investments is a testament to our team’s depth of expertise and our client-centric strategy. It also reflects our commitment to sustainable, responsible banking. Over the past two years, we have bolstered our capabilities with the addition of seasoned senior bankers and investment specialists across the region, further enhancing our ability to deliver exceptional outcomes for our clients.

How do you intend to remain on the front foot and continue to set a high standard?

Wealth management is inherently a people business – and maintaining a personal, high-touch service model remains at the heart of our approach. We are now fully past Covid-19, and along the way, we have reinforced our emphasis on meaningful in-person engagements to better understand and anticipate our clients’ evolving needs.

Strategically, we continue to invest in our core offerings, including building on DPM and private equity to stay ahead of clients’ evolving needs. And of course, as one of the very early movers in the ESG space, we have integrated ESG scoring in portfolio reporting since 2015, enabling meaningful conversations and investment decisions rooted in sustainability.

Organisationally, we are structured according to key market segments – Southeast Asia, North Asia, UHNWI, NRI/EAM – to provide dedicated and specialised coverage tailored to our clientele’s needs. As we continue expanding our teams, we also place strong emphasis on continuous training and professional development. Double-digit net inflows over the past three years highlight the effectiveness of our strategy and the trust our clients place in us.

Where do you see the wider wealth management sector going in the next five years?

Two prominent mega-trends will shape the wealth management industry in the coming years: the ongoing generational wealth transfer and Asia’s growing prominence as a wealth hub. The next generation/younger clients are seeking purposeful engagement, including sustainable investing and philanthropy.

Simultaneously, Asia continues to generate first-generation wealth at an unprecedented rate.

To stay ahead, wealth managers must evolve – embracing technology, fostering innovation, and attracting fresh talent. At Indosuez, we are committed to playing a leading role in this transformation, while continuing to uphold the values and standards that define who we are.

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ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Turning Compliance into Competitive Advantage: The Future of Intelligent Screening in Wealth Management Boris Rankov VP, Global Co-Head of Product Digital Wealth InvestCloud

Winner • Risk Monitoring and Management

Continuous model retraining – powered by feedback from native-language reviewers – keeps recall high as slang, sanctions, and typologies evolve.

Why we reached an award winning level Four key features set our Intelligent Screening solution apart: • Comprehensive risk intelligence: A federated search unifies the open web, news archives, watchlists, company registries, and legal filings – so analysts see one coherent dossier instead of fragmented, siloed hits.

• Multilingual precision: Our AI engine reads and interprets content in over 35 languages and scripts, capturing nuance that translation-only tools often miss.

• Smart entity resolution: Culturally sensitive name and profile matching dramatically reduces false positives, enabling teams to focus on genuine risk.

• Perpetual monitoring: smartEYE delivers 24/7 adverse media alerts, transforming KYC from periodic paperwork to perpetual monitoring through real-time risk tracking.

Staying on the front foot We are embedding new analytical dimensions tailored to the private banking world: client liquidity events, commercial signals, source of wealth indicators, and ESG factors. A single search can now surface financial crime, reputational, commercial and sustainability risks.

A GenAI co-pilot drafts remediation notes and peer comparisons on demand, while our API-first design enables wealth platforms to ingest risk scores directly into onboarding and CLM workflows.

Lessons learned Live deployments taught us that even the smartest engine needs constant calibration. Relationship managers asked for fewer “cry wolf” pop-ups during peak onboarding hours, while compliance teams would insist we miss nothing.

By capturing real-world outcomes, we created a feedback loop that fine-tunes name matching and risk thresholds by region, client tier, and language. The result: significantly fewer false positives, with no loss in recall.

The headline lesson is clear: usability builds trust – and trusted tools become indispensable.

The next five years in wealth management Private markets, tokenised assets, and cross-border clients are growing faster than manual due diligence budgets. Regulators are signalling a shift from point-in-time reviews to perpetual KYC – demanding that relationship managers and their support teams maintain real-time awareness of client integrity and source of wealth.

Firms that can fuse risk and commercial insight into a single system – and surface it directly within the adviser’s daily tools – will gain a decisive edge.

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ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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MSCI Wealth: Providing Wealth Managers Investment Tools to Succeed

Hassan Suffyan Head of Wealth Segment, EMEA & APAC MSCI Wealth

How do you intend to remain on the front foot and continue to set a high standard?

At MSCI, we have a very clear and public commitment to bringing the same level of innovation and excellence that we are well known for across other segments into the Wealth Segment. We are investing in investment management technology and data analytics to provide clients with accurate and actionable insights. MSCI is fortunate to call some of the world’s largest Wealth Managers its clients and we foster a culture of continuous improvement by listening to their feedback to ensure our platform remains at the industry’s forefront.

Reflecting on this past year, how has MSCI responded to client needs amid uncertainty, and what stood out as most impactful?

This year brought market volatility, but the words of our CEO and Chairman, Henry Fernandez, still hold true: when markets are volatile and irrational, our clients need us the most. We responded with enhanced risk tools, adaptive strategies, and expanded stress testing. Client feedback continues to shape our platform, leading to enhancements like tax optimisation for markets where capital gains taxes are a key factor in portfolio construction, horizontal rebalancing, and proposal generation that is efficient both from a timeliness and investment perspective. Flexibility and responsiveness remain key to our approach.

A major APAC wealth trend is integrating private assets transparently. We are supporting this with robust benchmarks and by blending private capital data into our factor models. This helps advisors demystify this asset class, deliver clearer reporting and build trust with clients. We’ve also enhanced reporting tools and addressed the demand for personalisation – 55% of firms in a recent MSCI Wealth survey cited model portfolios as too rigid. We answered with intuitive customisation platforms and advisor education. Partnering with firms across Singapore, Hong Kong, Australia, and the ASEAN countries, we learned that being proactive and region-specific is essential. Anticipating trends early builds client confidence and future-ready solutions.

What will winning this award do for your business and colleagues?

Winning this award is a testament to the hard work and dedication of our entire team. It reinforces our investment in our technology and positions MSCI Wealth as a partner and thought leader in wealth management. This recognition enhances our credibility and enables new clients to discover our value proposition, expanding our network and reach in APAC and beyond. For our colleagues, it is motivation to continue striving for excellence and innovation. It also brings pride, knowing their efforts are recognised on such a prestigious platform.

Where do you see the wider wealth management sector going in the next five years?

I have tracked the Asian wealth management industry for years and I continue to find it fascinating. AI, machine learning, and growing demand for personalisation delivered through hybrid channels will continue to drive innovation and transformation.

Both Private and Digital Assets continue to find support and increasingly viewed under a Total Portfolio context, alongside traditional long/short exposures and in particular structured products. Unpackaging this complexity for investors, banks and regulators will be challenging. But partners like MSCI, who bring pedigree and expertise, clients confidently embrace these emerging trends.

In APAC, established markets like Singapore, Hong Kong, and Australia continue to lead with tech-driven, scalable, and bespoke solutions. However, we are also excited about emerging markets such as Taiwan, Thailand, Malaysia and especially India, where we see mixtures of Asian and European Wealth offerings being developed, particularly in the discretionary space. Regardless of the markets, transparency and education are essential as both investors and clients demand clarity around holdings, exposures and risks.

Our research shows that diversification will accelerate: 92% of APAC wealth managers plan to increase exposure to private equity, credit, and real estate, while 91% expect to boost digital asset allocations. Demographics also play a role – 49% of China’s millionaires are under 40 – highlighting the need for innovation tailored to a younger, tech-savvy investor base across the region.

Winner • Portfolio Management

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ACCLAIM | JUNE 2025

Leading from the Front: Riyaz Ladiwala on Innovation, Teamwork and the Future of WealthTech

Winner • Leading Individual (Wealthtech)

Riyaz Ladiwala Co-Founder & Group COO Neo Wealth & Asset Management

Why do you believe Neo Wealth reached this award-winning level?

We’ve built Neo Wealth on the principle that Technology is Business. Our approach integrates deep digital innovation with unwavering client-centricity. From launching Infinity – our AI-driven wealth reporting platform – to Neomi, our intelligent wealth assistant, every initiative is designed to deliver intelligent, personalised experiences at scale. We’re not simply digitising wealth management; we’re reimagining it.

We believe high-touch advisory and high-tech solutions can and must co-exist. With that in mind, we continuously look for ways to digitise client experiences while preserving the relationships that are core to our business.

What role did your colleagues play in this achievement?

Every award is a collective win. Our 70+ member technology team drives daily innovation, but what truly sets us apart is our cross-functional culture. Advisory, product, research, and servicing teams work as one to anticipate evolving client needs and translate them into scalable solutions. This culture of mutual respect and relentless pursuit of excellence has been instrumental to our success.

How do you intend to stay ahead and maintain high standards?

Staying ahead requires staying curious. We take a two-pronged approach: constant experimentation and constant communication.

On one hand, we experiment continuously – with Gen AI, real-time analytics, and intuitive UI/UX tailored to mobile-first clients. On the other, we stay anchored to our clients. Every tech upgrade, automation layer, or product enhancement is evaluated by a single metric: does this make life better for our clients?

What were some challenges this year, and how did you overcome them?

Scaling rapidly while maintaining quality and compliance has

been our biggest challenge. We had to build systems capable of growing 10x without compromising performance or regulatory rigor.

Automation was key.

One critical lesson: don’t automate chaos. Fix the process first, then automate it. That mindset has enabled us to grow fast, smart, and sustainably.

Where do you draw inspiration from?

Internally, I’m inspired by the resilience and creativity of our teams. We’ve focused on hiring young, energetic, and fearless talent that brings fresh perspectives to the table.

Externally, I look to global firms that successfully blend technology and empathy. My interactions with regulators, exchange officials, and tech entrepreneurs also provide valuable insights. Participating in industry-wide conversations – on AI ethics, data sovereignty, and financial inclusion – keeps us sharp and future-ready.

What does winning this award mean to you and your team?

It’s both validation and responsibility. It affirms the bold bets, long hours, and strong culture we’ve built at Neo. But more importantly, it raises the bar. Our clients trust us to navigate the complexities of modern wealth management. This award reminds us to keep earning that trust – every day.

Where do you see the wealth management industry in five years?

The industry is at a pivotal moment. In the next five years, hyper-personalised advice, predictive insights, and embedded finance will become the norm. Family offices will demand institutional-grade platforms, and Gen Z investors will expect real-time, values-driven engagement. The firms that will lead are those that marry data science with human intelligence – and scale with empathy.

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Pioneering What’s Next: Neo Honoured for Redefining Wealth Through AI Vijay Patel Chief Technology Officer Neo Wealth & Asset Management

Winner • Chief Technology Officer (CTO)

Please explain why you/your business was able to reach this award-winning level?

Our journey to this recognition stems from a clear, ambitious vision – to make Neo an AI-first wealth management company. We didn’t just adopt technology; we redefined how it should power every decision, client interaction, and operational workflow. What made the difference was our ability to move fast, stay deeply client-focused, and integrate intelligence across all layers of our platform from onboarding and reporting to order management and real-time analytics.

What was the way your colleagues made a difference?

This award is a reflection of the collective spirit of our tech, infra, infosec, and product teams. They embraced a high-ownership mindset, operated with agility, and constantly challenged the status quo. Their ability to translate complex problems into elegant, scalable solutions was critical and it’s their relentless pursuit of excellence that truly elevated our technology landscape.

How do you intend to remain on the front foot and continue to set a high standard?

We are already laying the foundation for the next phase: a fully agentic AI ecosystem, real-time data intelligence, and self-learning models that adapt to client behavior. We will continue to invest in learning, experimentation, and collaboration across functions.

The bar is only going to get higher, and we intend to stay ahead by building what’s next, not just what’s needed.

In what ways were you able to deal with challenges and problems this time around? What lessons have you learned?

Every transformation comes with resistance whether in legacy systems, mindset shifts, or execution speed. We tackled these through transparency, iteration, and bold decision-making.

One key lesson: speed matters, but speed with alignment and

clarity scales impact. We also learned the value of building internal champions across teams to drive adoption of change.

Whom to look for, either inside or outside your business, for ideas and inspiration?

Internally, inspiration comes from our front-line teams, our clients, and our chairman who constantly challenges us to think bigger and move faster. They surface the real problems worth solving and push us to stay mission driven. Externally, we stay closely connected with the global AI and fintech ecosystems, often drawing lessons from startups, open-source communities, and research labs. I also find immense value in peer exchanges with fellow CTOs navigating similar transformation journeys.

What winning this award means for the business and colleagues?

This award is a morale boost and a validation of our belief that technology can be a true differentiator in wealth management.

It signals to our colleagues that they’re part of something transformative and to our clients and stakeholders that we are serious about delivering innovation with integrity.

Where do you see the wider wealth management sector going in the next five years?

Over the next five years, wealth management will undergo a profound transformation shifting from static portfolios to intelligent, adaptive ecosystems. It will be hyper-personalised, AI-led, and deeply experience-centric. Client-advisor relationships will evolve into powerful human-machine partnerships, guided by real-time insights and dynamic decision-making. The firms that lead will be those that blend trust with technology, empathy with intelligence, and tradition with bold innovation. At Neo, we’re not just preparing for that future, we’re shaping it.

Private Client | Fund Services | Corporate Services Regulatory, Compliance & Legal | Capital Markets

Expertise. Trust. Scale.

How do you make complex, high value structures easier to manage?

You trust us to do it for you.

ocorian.com/private-client Information on the licensed/regulated entities of the Ocorian group (with details of the relevant regulatory authorities) may be found on our website: www.ocorian.com/legal-notice

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Breaking the Three-Generation Curse The concept of the “three-generation curse” is fascinating and sobering.

Could you explain why wealth typically fails to last beyond the third generation?

The “three-generation curse” is rooted in a behavioural pattern we’ve seen across cultures and eras. The first generation builds wealth through hard work and sacrifice, the second often maintains or grows it with the benefit of education and access, but by the third generation, the connection to the original struggle is lost.

This often results in financial mismanagement, lack of discipline, and shifting family dynamics. Ultimately, the urgency to preserve wealth diminishes.

So, what can families do to ensure their wealth lasts beyond three generations?

Shawn Wang Director - Singapore Ocorian

The key is adopting a holistic approach to wealth management. At Ocorian, we encourage families to think in terms of a “wealth lifecycle” – a continuous journey encompassing wealth creation, preservation, and transfer. This involves educating all generations, establishing governance structures, and fostering a mindset of stewardship.

Could you elaborate on the importance of education in this process?

Education is absolutely critical. Financial literacy should begin early and evolve over time. It’s not just about saving and investing; it extends to understanding asset protection, philanthropy, and tax implications.

Families that formalise educational paths, hold regular family meetings, and involve younger generations in decision-making often fare far better. Passing on moral values alongside financial knowledge gives younger members a deeper purpose tied to their family’s wealth.

Winner • Estate Planning

Beyond education, you mentioned governance as an important factor.

Could you share how governance structures can help?

Governance mechanisms like trusts or family boards set clear expectations and roles, reducing the potential for conflict.

These structures provide accountability and ensure that the wealth is managed responsibly across generations. At Ocorian, we work closely with families to design tailored solutions that align with their values and objectives, keeping their unique circumstances in mind.

In many cultures, conversations about wealth are often delayed or avoided.

How can families overcome this hesitancy?

It’s definitely a challenge, especially in cultures like those in Asia where respect for elder generations can lead to postponement of financial discussions. Parents also often fear creating entitlement or anxiety among younger family members. However, delaying these conversations can do more harm than good. Families should treat wealth as a responsibility rather than an entitlement.

Engaging younger generations early fosters preparedness and responsibility, ensuring they’re equipped to handle the complexities of wealth management later.

How does Ocorian support families in overcoming these challenges?

At Ocorian, we offer bespoke solutions tailored to families’ unique journeys through the wealth lifecycle. Our tech-enabled systems ensure ease of management, while our expertise in cross-border issues helps families navigate complexities wherever their assets are located. We aim to remove administrative headaches so families can concentrate on what matters most – building and preserving their legacy.

If you had to summarise one key piece of advice for families hoping to break the three-generation curse, what would it be?

I’d say the most important thing is to view wealth as a shared safekeeping – a safety net rather than a privilege – and to prioritise education and governance early.

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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A Client-Centric Family Office That Helps Families Navigate The Succession Cycle

P

anhe Family Office was founded by Andrew Yen (Dr. Yen) in 2013. It is a multi-family office focusing on family wealth preservation and family succession.

Panhe has rich practical experience and accumulated a lot of service theory.

The enterprise family clients served by Panhe are located in the mainland of China, Hong Kong, Taiwan, Singapore, Thailand, Vietnam, Malaysia and other countries and regions. Panhe's family clients not only have families who have passed down the succession from one generation to the second generation, and the second generation to the third generation, but also from the fourth generation to the fifth generation.

Andrew Yen Founder Panhe Family Office

Winner • Family Wealth Advisory Offering • Wealth Manager of Greater China • Chairperson

The intergenerational span of Panhe's services is extremely long, covering multiple succession generations. Panhe can provide families in the early stages of succession with already-practiced succession experience. The total assets of family client’s range from 5 billion to 100 billion, involving different industries such as mining, real estate, textile manufacturing, construction industry, the Internet of Things, etc.

Panhe has served more than 300 Chinese enterprise families, and more than 20 families have employed Panhe as family consultants on a regular basis.

Panhe achieves healthy succession of family wealth by focusing on Defence, Offense, Succession, following the fourstep working procedures of Diagnosis, Treatment, Rehabilitation and Healthcare, and running its self-developed FOTen-Modules to go through defence structure, identity planning, tax planning, family fund, investment portfolio management, family business transformation, family governance, family office, family charity, and new generation cultivation, so as to identify various risks in family wealth succession, make solution plans and assist in their implementation.

Panhe has cooperated extensively with academia. Panhe executives have been invited to give lectures at China Europe International Business School (CEIBS), The University of Hong Kong, National Taiwan University, National University of Singapore, Peking University etc.

PanHe and the Wealth Management Centre of China Europe International Business School jointly established the CEIBS-PanHe Practice Workstation, which aims to study the current situation of family offices in China, hoping to improve industry standards and enhance the professionalism of family offices.

Panhe was jointly established by multiple partners from UBS, JP Morgan and Portcullis Group, etc. The average seniority of the senior management team is close to 30 years. The team includes senior private bankers, CFA, CPA, lawyers, investment experts, trust experts and other industry elites, and can provide families with comprehensive and valuable succeed solutions.

What is also unique about Panhe is that Panhe is willing to enable enterprise families. In the process of serving family succession, Panhe continues to cultivate family members' ability to handle family succession affairs through one-to-one, one-to-many training and other methods, assists families in establishing their own family succession system, and has ability to operate this system for a long time.

Panhe is one of the few consulting organisations that provide comprehensive solutions to the preservation, growth and succession of both onshore and offshore wealth.

Panhe has a profound international background.

It is the only family office strategic partner of the Rockefeller Global Family Office in Greater China.

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ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

Powering the Future of Wealth & Trust Services – One Digital Solution at a Time What was the winning formula of your firm that explains why you won?

Quantios is a global SaaS provider serving the wealth, trust, and corporate services (TCSP) industry. We are dedicated to driving technological advancement across the sector and leading the digital transformation journey for our clients.

With nearly 700 organisations worldwide relying on our solutions, we help streamline operations, simplify compliance, and strengthen corporate governance.

Our platform offers wealth, trust, and corporate services providers the most comprehensive, secure, and scalable front-to-back-office solution available – supporting entity management, client accounting, regulatory compliance, digital client engagement, and practice management. Quantios enables seamless global compliance and operational efficiency, freeing our clients to grow their businesses without administrative complexity.

This empowers them to fully capitalise on the margin improvements, profitability gains, and increased enterprise value that digitalisation and automation deliver.

What are you going to do to remain competitive and stay ahead?

Innovation is core to Quantios, and our latest RegTech solution, eFileConnect, exemplifies this commitment. Built specifically for the wealth, trust, and corporate services sector, eFileConnect transforms how firms manage regulatory filings, ensuring compliance while simplifying the complexities of operating across multiple jurisdictions. eFileConnect is a centralised SaaS platform designed to handle global compliance and regulatory filings – supporting AEOI, DAC6, statutory form generation, KYC screening, and ongoing regulatory management. It enables direct filing to regulators and integrates seamlessly with other Quantios back-office systems via an API-first architecture. It also accepts data from external sources through traditional formats like Excel and CSV, offering flexible adoption.

By automating and centralising compliance processes, eFileConnect helps firms reduce administrative burden, avoid regulatory breaches and penalties, and respond efficiently to evolving global requirements. It’s a game-changing RegTech solution that simplifies compliance, enhances operational resilience, and protects both reputation and profitability.

Where do you see the wealth management industry and your part of it going in the next five years?

The wealth, trust, and corporate services sector is at a critical inflection point, facing a combination of unprecedented regulatory demands, shifting client expectations, and ongoing pressure to protect margins.

Managing increasing volumes of data, meeting rising service standards, and staying compliant are pushing many firms to their limits. Insights from our latest Future Focus Report reveal a growing divide between firms that have embraced digital transformation and those still constrained by outdated systems and manual processes – often through no fault of their own. This digital gap is widening, and the consequences of inaction are becoming more pronounced.

Our research shows that 71% of firms aim to build scalable operations to support growth while controlling costs. However, slow digital adoption – combined with intensifying regulatory and market pressures – is putting that ambition at risk. For firms that fail to evolve, the consequences could include rising costs, falling profitability, regulatory sanctions, data vulnerabilities, and missed growth opportunities.

At Quantios, we believe that by working together, the sector can overcome these barriers. Through digitalisation and automation, firms can unlock improvements in efficiency, compliance, profitability, and client experience – ultimately driving long-term enterprise value.

Adrian Akers Chief Product Officer Quantios

Winner • Innovative Compliance/ Regtech Product

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ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

S CUBE Capital: Delivering High-Conviction Alpha through Credit Insights Please explain why your business was able to reach this award-winning level?

Our flagship product, Fixed Income Tactical Opportunities Fund was ranked the #1 USD Fixed Income Fund in Asia-Pacific by Bloomberg in 2023, with our MDOF strategy ranked as #3. We consistently outperformed peers, not by taking excessive risks, but by protecting capital especially through periods like 2022 aggressive rate hikes and volatility.

What truly sets S CUBE apart is the depth and breadth of our team. Our senior leadership has managed over USD 50 billion assets in various investment banking and fund management roles. Our culture is built on trust, debate, discussion and execution. Whether it's taking contrarian credit calls, tactically managing duration, or analysing yield pick-up through actively managed leverage lines, our team thrives on details and insights. This agility allows us to remain relevant, scalable, and resilient.

How do you intend to remain on the front foot and continue to set a high standard?

Innovation, high conviction strategies and resilience are at the core of our strategy. We are continuously innovating and in midst of launching thematic funds that cater to the growing demand for USD Asian high-yield bonds coupled with global IG corporate bonds and bank perps. Our approach combines active risk management using tools like Altman Z-score simulation and portfolio optimisers built on our proprietary credit model.

Furthermore, our partnerships are enabling us to scale our reach across Asia, Middle East and beyond.

How will winning this award impact your business and colleagues, and how do you see the wealth management sector evolving over the next five years?

Hemant Mishr: Winning this award is more than recognition. It’s motivation. For our investors, it signals a world-class team. For our team, it reinforces our belief that boutique, high-performance firms can lead on the global stage. We see a future where wealth management increasingly demands customised, yield-oriented solutions. S CUBE intends to shape that future, one portfolio at a time.

Hemant Mishr (left) Co-Founder & CIO Kumar Anand (right) MD & Head – Credit Investments S CUBE Capital

"Outperforming global giants by combining disciplined risk management with deep local knowledge."

What differentiates S CUBE and its strategy?

Kumar Anand: Our proprietary ‘MGC’ risk model rigorously assesses macroeconomic, governance, and credit risk, enabling data-driven, high-conviction investment decisions. We employ an AI-powered engine to screen and apply an initial go/no-go filter, followed by detailed stress testing and scenario analysis using our in-house portfolio risk models. Coupled with our strong network and disciplined portfolio construction, this has enabled S CUBE to deliver superior results with no defaults, missed payments, or covenant breaches to date, even during periods of market stress.

What lessons have you learned?

Anish Kumar, COO: Challenges over the past few years – geopolitics, inflation, credit shocks – have only reinforced the importance of credit deep dive and risk management. One key learning has been the value of consistent engagement with investors. During volatile periods, our clients not only stayed but reinvested. FITOF was extended beyond its original maturity with fresh inflows, reflecting deep trust by our investors.

Winner • Asset Management Firm

77

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ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Driving Regulatory Excellence: Cappitech on Innovation, Teamwork and the Future of Compliance

Winner • Regulatory Reporting

Struan Lloyd Managing Director & Head S&P Global Market Intelligence Cappitech

Please explain why you/your business was able to reach this award-winning level?

At Cappitech, our success stems from early client engagement, ongoing innovation, and disciplined execution. In today’s complex regulatory landscape, we emphasise proactive planning – such as with upcoming Canadian and HK OTC Derivatives rewrites and SEC 10c-1a requirements. Backed by a team with 20+ years in regulatory reporting and technology, and trusted by over 650 global banks, brokers, asset managers, hedge funds, and corporations, we’ve earned this recognition by anticipating industry needs and applying deep regulatory insight. This award reflects the dedication and foresight of our entire global team.

What was the way your colleagues made a difference?

Our people are the foundation of our success. From consultants conducting health checks and integrations to our product and technology teams aligning innovation with regulatory timelines, collaboration is key. Each team member brings a sense of ownership and a focus on client needs, ensuring we deliver not just compliance – but confidence.

How do you intend to remain on the front foot and continue to set a high standard?

We’re doubling down on our roadmap – investing in new products, platform enhancements, and advanced compliance tools.

Staying ahead means not just reacting to change, but shaping the industry’s response. This includes client feedback loops, strong industry partnerships, rigorous testing frameworks, and a culture of continuous improvement.

In what ways were you able to deal with challenges and problems this time around? What lessons have you learned?

This year saw major regulatory shifts and operational complexity. We tackled them by being transparent, engaging in continuous client dialogue, and strengthening internal feedback loops. A key lesson is the importance of timing – early testing and phased rollouts reduce risk. We also learned that clear communication during change cycles is essential and have embedded that into our delivery model. Our agility and resilience enabled us to adapt swiftly.

Whom to look for, either inside or outside your business, for ideas and inspiration?

We draw inspiration both internally and externally. Our business development and product teams generate ideas by staying close to client pain points through working groups. Externally, we engage with global regulators, fintech innovators, and peer firms. These interactions bring valuable insight and spark practical, forwardthinking innovation.

What will winning this award do for your business and colleagues?

It validates the passion, hard work, and integrity of our teams.

Recognition at this level motivates us to push boundaries, deepen client trust, and attract top talent who share our vision for excellence in regulatory reporting.

Where do you see the wider wealth management sector going in the next five years?

Wealth management is undergoing major transformation. Increasing regulatory scrutiny, digital expectations, and cross-border complexity will drive demand for integrated, automated solutions.

Compliance will become seamlessly embedded into investment processes, and firms that invest in data quality, operational controls, and agility will lead the next wave of growth.

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Redefining Wealth Management Through Digital Excellence and Client-Centric Innovation

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t Spark Capital Private Wealth Management (PWM), we are transforming how India's Ultra-HighNet-Worth (UHNW) and High-Net-Worth (HNW) individuals experience wealth management. With over INR 32,000 crores in AuM and AuA, 450+ professionals including 150+ relationship managers, and presence across 12 cities in India plus DIFC Dubai, we've established ourselves as pioneers in digital-first wealth management.

Animesh Raizada COO Spark Capital Private Wealth Management Private Limited

Winner • Customer Facing Digital Capabilities

Please explain why the organisation was able to reach this award-winning level?

Our success stems from reimagining the entire client journey through three core pillars: genuine client-centricity, technology as an enabler rather than replacement, and operational excellence through smart automation.

We built a comprehensive digital ecosystem from scratch – encompassing seamless onboarding, real-time portfolio analytics, and intelligent self-service capabilities.

Rather than simply digitising existing processes, we anticipated client needs before they were expressed. Our platform provides 24/7 wealth universe access while our RMs leverage AI-powered insights and assisted-digital capabilities for more meaningful strategic conversations.

What was the way your colleagues made a difference?

This award represents collective brilliance across our entire organisation. Our transformation succeeded because of organic change-adoption from within.

Our relationship managers became digital ambassadors, identifying client pain points and proposing solutions. They didn't wait for technology – they actively shaped its evolution, ensuring our tools solved real problems. Meanwhile, our technology, operations, and compliance teams formed integrated squads that moved with startup agility, delivering same-day results when clients needed faster processing.

Leadership modelled the change by deeply understanding technology and championing experimentation over fear. We invested heavily in upskilling everyone from senior advisors to support staff, creating

transformation at the human level, not just technological.

How do you plan to stay ahead and maintain a high standard?

Innovation is our relentless pursuit, built on two strategic imperatives: • Ecosystem Integration: Creating a unified financial universe where our platform seamlessly connects external research, third-party PMS solutions, and specialised planning tools through a single, intelligent interface.

• Security Excellence: Implementing next-generation cybersecurity including behavioural analytics and zero-trust architecture, ensuring innovation never compromises client trust.

We're also establishing client advisory panels where engaged clients help shape our product roadmap, ensuring we build solutions that truly matter.

What will winning this award do for your business and colleagues?

This recognition amplifies our mission and accelerates growth in powerful ways.

• For our team: It validates that our colleagues are industry pioneers, energising our innovation culture and attracting top talent who want to join something transformative.

• For clients: This serves as a trust signal in a competitive market, reinforcing their partnership decision and demonstrating our commitment to transparency and excellence.

• For our industry: We see this as responsibility to raise the bar for India's entire wealth management sector, showing what's possible when traditional services embrace genuine innovation.

This award opens doors to strategic partnerships, positions us as thought leaders, and invites us to define what comes next. It reaffirms our core belief: when technology amplifies human expertise, when innovation serves purpose, and when client success measures our success, extraordinary outcomes become inevitable.

We're not just managing wealth – we're crafting the future of how wealth works.

We blend sharp insight with a down-to-earth approach, assisting clients in navigating personal, business, and legacy matters. Through tailored legal advice and positive partnerships, we make complex wealth planning feel clear and personal.

Contact us KEVIN LEE

JOANNA JIANG

SUZANNE JOHNSTON

WEI KANG

Partner, Head of Private Wealth (Greater China)

Partner, Wei Tu Law Firm** +86 21 6335 5503

Partner

Partner

+65 6622 9649

+852 2533 2727

+852 2533 2843

joanna.jiang @shlegalworld.com

suzanne.johnston @stephensonharwood.com

wei.kang @stephensonharwood.com

SHEETAL SANDHU

ROSS DAVIDSON

YI LEE

Partner, Virtus Law* +65 6661 6523

Registered Foreign Lawyer (England & Wales), Partner, Stephenson Harwood LLP +852 2533 2868

Managing Associate

kevin.lee @stephensonharwood.com

sheetal.sandhu @shlegalworld.com

ross.davidson @stephensonharwood.com

+65 6622 9562 yi.lee @stephensonharwood.com

Dubai + Hong Kong + London + Paris + Piraeus + Seoul + Shanghai + Singapore Stephenson Harwood (Singapore) Alliance* Virtus Law LLP (T13LL0339K) and Stephenson Harwood LLP (T13LL0821C) are registered as a Formal Law Alliance in Singapore under the name Stephenson Harwood (Singapore) Alliance. Both firms are registered in Singapore under the Limited Liability Partnership Act (Chapter 163A) with limited liability. The term “partner” is used to refer to a member in one of the constituent law firms. Stephenson Harwood LLP is licensed to operate as a foreign law practice in Singapore. Where advice on Singapore law is required, we will refer the matter to and work with our Alliance partner, Virtus Law LLP, where necessary. Stephenson Harwood – Wei Tu (China) Association. ** Wei Tu (a PRC law firm registered in Guangzhou) and Stephenson Harwood (a law firm registered in Hong Kong) are in a CEPA association under the name “Stephenson Harwood – Wei Tu (China) Association”. CEPA (Closer Economic Partnership Arrangement) is a free trade agreement concluded between Mainland China and Hong Kong. Under CEPA, Hong Kong based law firms are permitted to operate in association with Mainland Chinese law firms to provide comprehensive legal services in Mainland China governed by Chinese and non-Chinese laws.

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Holistic Succession and Tax Planning in Hong Kong Amidst Global Tensions Please explain why you/your business was able to reach this award-winning level?

Our success is rooted in Stephenson Harwood’s deep and enduring presence in Asia which is closely aligned with my own professional focus and expertise. This synergy has enabled us to address the complex and multi-jurisdictional challenges that are inherent in wealth planning for high-net-worth clients. An international law firm with over 1,400 professionals across Asia, Europe, and the Middle East, we have had a presence in Hong Kong since as early as 1979 and we combine global resources with deep local knowledge.

Our Hong Kong private wealth team has been widely recognised for delivering sophisticated advice on trusts, succession planning, tax structuring, and philanthropy. For example, we are one of the very few private wealth team in Hong Kong which can provide tax advice under the laws of Hong Kong, Canada, UK, mainland PRC and Singapore as one-stop service. Several of our practitioners possess substantial inhouse experience at global financial institutions. We are driven to deliver not only technical sound advice but also practical solutions which take into account the cultural differences and long-term objectives of our Asian clients. This client-centred approach, combined with our regional strength and international perspective, underpins our continued success.

What was the way your colleagues made a difference?

Our approach to private client work is not based on transactions but based on long term relationships. We take a holistic approach to needs of our clients, we work hard to find solutions and we relentlessly pursue excellence in client services.

With deep cross-jurisdictional knowledge and native English, Mandarin Chinese and Cantonese language skills, our team takes pride in providing advice that is both locally relevant and internationally coordinated.

In what ways were you able to deal with challenges and problems this time around? What lessons have you learned?

Addressing the challenges of wealth planning in today’s uncertain global environment demands flexibility, teamwork, and a forward-thinking approach. This time, the most significant hurdle is managing the growing intricacies of international regulations and the increased attention on cross-border financial arrangements.

By harnessing the diverse skills and cultural insights of our team and making the most of our firm’s established presence in the region, we are able to guide clients through these complexities with solutions that are both effective and tailored to their specific situations.

Over the years we have learned to focus on clients' broader aspirations, not just their immediate legal concerns. Consistent and open dialogue within our team and with external clients have proved invaluable, allowing us to work more effectively and build lasting trust.

Where do you see the wider wealth management sector going in the next five years?

The sector will continue to go through considerable changes, especially in Hong Kong. Despite global tensions, Hong Kong will remain a wealth planning hub. Hong Kong's re-domiciliation regime just took effect, allowing international companies to re-domicile to Hong Kong. This new development, coupled with a transparent tax systema and wide network of double tax agreements, will create ample wealth planning opportunities in Hong Kong for high-net-worth clients seeking diversification, mobility and flexibility. Moreover, with more PRC companies choosing to list in Hong Kong rather than the U.S., there will be greater demand for pre- and post-IPO trust planning and employee benefits structuring. We are excited about the opportunities to come in the next five years.

Wei Kang Partner Stephenson Harwood

Winner • Next-Gen Programme

Winner • Tax Team • Thought Leadership • Wealth Management Rising Star Under 40

Multi Family Office Services Objective Investment Advice Customised Investment Portfolio Monitoring Multiple Banking with a Single Point of Contact Privé Access to Private Equity, Venture Capital and Real Estate Opportunities Wealth Structuring and Succession Planning Consolidation of All Bank Portfolio Statements Collectibles & Art | Philanthropy | Social Impact Investing Flexible Fee Structure Aligned to Performance Experience of a Seasoned Team

www.tauruswealth.com.sg

Taurus Wealth Advisors Pte Limited (Registration No. 200804751H) 3 Pickering Street #01-70, China Square Central Singapore 048660 Tel: +65 6222 1651

Taurus Wealth Advisors Limited (Regulated by the DFSA) Liberty House, Unit 501/502, 5th Floor DIFC, PO Box 507128 Dubai, UAE Tel: +971 4320 5727

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Collaboration, Innovation and Integrity: The Taurus Team's Formula for Success Winner • Independent Wealth Manager • Family Governance Services

Hema Mathur (left) Managing Director, Client Investments Ashley Tan (right) Head of Compliance Taurus Wealth Advisors Pte Ltd What was the way your colleagues made a difference?

At Taurus, we have a hardworking, motivated and loyal team underpinned by our common belief that an Independent Advisory model is best suited for servicing UHNW clients. Our independence and “open door” policy allows us to engage and work collaboratively with various players in the entire wealth management ecosystem and contribute to its growth. At the firm, there is a lot of organisational support for collaboration and innovation; with each part playing its role well and coming together as a strong team. The efficiency of our colleagues in Operations is truly best in class. The team works tirelessly to ensure that client servicing works with clockwork precision. Our Investment team’s ability to offer innovative investment products, keeps us ahead of our competitors.

How do you intend to remain on the front foot and continue to set a high standard?

A company’s success hinges on the happiness & satisfaction of its employees and its clients. This rests on fostering a motivated & collaborative work culture where everyone prospers and moves forward together. The accolades won by Taurus over the years and awards such as these are manifestations of such success.

It is also important to see one’s value systems in play to experience the fruition of its success. Our non-conflicting investment model has seen relatively better protection of portfolios in times of violent market dysfunctions, validating our mission of “Wealth Preservation & Growth”.

The teams continuing belief in the Firm’s value systems focussed on a client centric approach, collaboration and non- biased advisory services sets us apart.

Whom to look for, either inside or outside your business, for ideas and inspiration?

In large part we are a product of our top leadership team at Taurus. It is said that inspiration comes from within, but the environment created helps nurture it. The leadership style at the Firm is one of collaboration, transparency, empathy and care. The long years that most colleagues have spent at the firm is testimony to this. The team believes that they are all part of “A family” and any issue or problems faced is “ the Firm’s problem”. Everyone is supportive and comes together to resolve issues. This inculcates a strong sense of belonging and loyalty towards the firm. This human touch coupled with a strong focus from the leadership team to stay nimble in a fast changing landscape and ahead of peers, through innovative investment products is inspirational.

Where do you see the wider wealth management sector going in the next five years?

The growth opportunities in the Independent Wealth Management space are immense. Currently only a fraction of HNW families are being serviced by Independent Wealth firms, fewer so in Asia and the Middle East, geographies where we are expanding rapidly.

Considerable wealth is being created by the young Tech/AI entrepreneurs , who we believe will be more aligned to Family offices managing their investment needs, given their opensource architecture, nimble footedness and transparency, as the new generation moves away from conventional wealth products to more sophisticated ones. Also, while the overall industry will continue to move towards greater digitalisation, the “personalised human touch” to investing will become a rarer commodity, which the smaller boutique firms are well positioned to capitalise on.

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Building Korea’s Leading Multi-Family Office Ohad Topor Founder and Chairman TCK Investments

Winner • Multi-Family Office, Private Bank or External Asset Manager (South Korea)

T

CK is an independent multi-family office dedicated to managing investments for a select group of private wealth clients in Korea, including some of the best-known Korean business leaders, families and companies. Founded by Ohad Topor in 2011 with additional invaluable guidance from Howard Marks (Oaktree Capital’s Co-Founder).

Topor was a pioneer in Korea, establishing TCK as the first foreign-owned independent multi-family office with a vision to build a state-of-the-art private wealth management program for Korean clients dedicated to global investments. Over the years, TCK built an outstanding track record, adding clients selectively and growing to become the undisputed leading multi-family office in Korea consistently producing exceptional investment returns for our clients.

How do you intend to remain on the front foot and continue to set a high standard?

We are relentless in our global quest for exceptional returns for our clients. After spending the past 12 years building a superb track record of investments in public markets, we have expanded to include our flagship offering in private markets. This is a milestone step, that we expect to drive growth in client returns over the next 10 years and more. TCK has recently expanded its private asset investment activity alongside longstanding partners. Together we designed a multi-asset solution that fits all the requirements of our Korean clients. Just like our existing offerings, our focus remains on optimal diversification and efficient operations.

In what ways were you able to deal with challenges and problems this time around? What lessons have you learned?

There has been no shortage of volatility in markets since we started managing investments in 2013. We realised early on that, in order to build lasting partnership with our clients, we had to focus on reliable solutions that could stand the test of time. In a world flooded with fast-moving information and constant market developments, we’ve trained ourselves to avoid overreacting at every market turn. This

patient approach led our portfolio to outperform peers consistently over time, including most recently in 2024 and so far in 2025.

This same mindset guided the development of our expanded private markets investment program. We spent a full year designing a solution tailored to the needs of our Korean clients – really thinking in decades, not in quarters. Given the inherent illiquidity of private markets, it was even more important to build a robust program without getting distracted by short-term trends. This puts us on equal footing with our clients from the onset.

Whom to look for, either inside or outside your business, for ideas and inspiration?

We continuously draw inspiration from our clients, many of whom are leading entrepreneurs and business figures across Korea’s most dynamic industries. While most do not come from financial backgrounds, they share a remarkable ability to grasp complex global trends, and make key decisions with a strategic mindset. For example, all our clients have a clear understanding of the need to diversify beyond domestic borders, and embrace the merits of a long-term global portfolio. In the 35-year period from 1990 until the end of 2024, an investment in the local Korean equity market returned less than 5x measured in Korean Won, compared to over 20x for a globally-diversified multi-asset portfolio of stocks and bonds.

What will winning this award do for your business & colleagues?

Having earned this award both in 2024 and 2025 affirms our vision and the recognition that we built the best multi-family office in Korea. It also stands as a proud testament of our team’s dedication and client loyalty. Although our clients already know well our reputation, the award further enhances TCK’s credentials as the preeminent investment firm in Korea, reconfirming their confidence. This gives us visibility to my wider mission to bring state-of-the-art investment principles to Korea, providing perspectives and ideas that the wider Korean public can also use. I hope to keep contributing how I can to the financial betterment of this great nation.

THE FAMILY OFFICE DOCTOR

WHERE MONEY MEETS EMOTION We work with families in an unconflicted manner, focused on the emotive elements, such as family meetings, governance, philanthropy, mission statements and value statements. All along ensuring a focus on good mental health for all those involved. www.familyofficedr.com enquires@familyofficedr.com

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The Family Office Quarterback: How Samy Dwek Guides Multigenerational Wealth and Harmony Samy Dwek CEO The Family Office Doctor

Winner • Excellence in Servicing North American Clients

S

amy Dwek is the “Family Office Doctor”. After a successful career in wealth management with global businesses and high net worth families, he now counsels global family offices with a client-centric approach that helps navigate the financial, governance, investing, philanthropic and foundational efforts, oversight, even conflict avoidance and resolution issues common to family offices.

How an outside ‘quarterback’ can help your family office succeed Family offices are unique entities blending business operations with deeply personal family dynamics. Managing portfolios, real estate, and staff while preserving wealth is only part of the equation.

The core challenge lies in navigating the complex and sometimes fraught relationships within the family itself.

Enter the “Family Office Doctor.”

Samy Dwek, named 'Outstanding CEO of the Year' for South Florida, Latin America, and the Caribbean by the Family Wealth Organisation, brings four decades of expertise to guide multigenerational families worldwide. Drawing from his experience as a JP Morgan managing director and now as a private consultant, Dwek specializes in addressing family office challenges, ensuring both familial harmony and financial prosperity.

What should I look for in a family office counselor?

“The counselor must prioritise the client,” Dwek emphasises. His tenure at JP Morgan honed his skills in managing family office needs, from investments to interpersonal dynamics. What sets an excellent advisor apart is genuine care – being personally invested in resolving financial and emotional challenges to help families heal and thrive.

What sets a global counselor apart from others?

Are they globally aware and culturally attuned? My parents were from the Middle East and Europe, where I grew up. Even today, my

extended family’s holdings are wide, and family ties impact all aspects of our business and personal lives. We’re raising our family in South Florida, known as the “gateway to the Americas” and increasingly the world. It’s complex and challenging and teeming with opportunity. That reality puts me in a unique place to understand each client’s unique needs.

How do advisors help their client families?

We help them with the issues they face. Look, many families have some degree of dysfunction. Mine did. It’s normal, but to each family, it’s new and must be faced and navigated. For over 25 years, I’ve helped families to not implode when faced with the weight of family issues. I’m not their attorney or accountant or broker. I become their counselor.

Together we find ways to deal with their unique obstacles and move forward as a family. In time, I practically become a family member, that “uncle” helping educate their kids about the family’s goals and their own place in the family mission, that quarterback you call to answer tough questions with solid advice.

How are you different from other counselors?

You still need your attorneys, accountants and brokers. I’m different. I’m your chief-of-staff making sense of often confusing advice from others. But rest assured: everything we do together is under strict confidentiality, even under Kovel agreements with your lawyers to ensure “attorney/client”-level privilege.

How do I learn more?

It all starts with a phone call. After you’ve given some thought to what you and your family need, where you might be lacking, and how a counselor can help, your counselor should offer a few referral sources to ensure you’ve got the right person. Then, together, you can draw up a plan to help guide your future.

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Revolutionising Luxury Investment with a Model Built on Trust, Transparency and Performance

Winner • Alternative Investment Manager

The Watchfund Pte Ltd

Please explain why you/your business was able to reach this award-winning level?

In what ways were you able to deal with challenges and problems this time around? What lessons have you learned?

The winning formula of The WatchFund Pte Ltd lies in its world’s first business model, which aligns perfectly with investor interests.

The founding team’s combined 100 years+ experience in the luxury watch market allows them to identify, source and purchase pieces that are typically either below RRP, or pieces that money cannot buy.

Covid was a big but surprisingly lucrative challenge for the watch industry. Niche but deep market knowledge, strategic foresight, and adaptability coupled with being light footed helped a great deal. By maintaining insider knowledge and understanding undercurrents were also key. On-off tariffs though, is a new ballgame.

The structure of the private individual managed account, which doesn’t charge annual fees and only charges transaction fees, ensures that investors' interests are 100% aligned. This approach, coupled with our reputation and 8-year audited 100% track record, has driven the system's success and recognition in the industry.

Whom to look for, either inside or outside your business, for ideas and inspiration?

What was the way your colleagues made a difference?

We run The WatchFund Pte Ltd with a staff that we treat as family. We have team knowledge and access to the ultra-high-end luxury watch market and strategic purchase and selling decisions. These, have been pivotal in the business's success.

How do you intend to remain on the front foot and continue to set a high standard?

To remain competitive, we plan with our partners to expand our investments into related ventures such as Swiss watch manufactures, websites, auction houses, luxury retailers, art and entertainment. Additionally, embracing advanced technologies in the future like blockchain for authentication services, provenance and transparency will be crucial.

Continuously scouting for what we consider investment-grade timepieces and maintaining strong relationships with suppliers and clients will also help in staying ahead in the market.

We draw inspiration from world class individuals who have broken new ground on their own. Liverpool CEO Peter Moore and captain Steven Gerrard are two of those such people.

What will winning this award do for your business and colleagues?

Winning prestigious awards consecutively year after year, would draw attention to the third-party independent checking of The Watchfund Pte Ltd’s work. The track record and client referrals, too of course.

Where do you see the wider wealth management sector going in the next five years?

With Covid forever changing the way people live, investments in “mobile assets” will be huge. More people fear their wealth being tied down in traditional assets, giving them little mobility when a life-changing event happens.

TRIDENTTRUST.COM

Our multiple award-winning team in Singapore now numbers 90 staff and has built a reputation for technical excellence and delivering the highest quality of client service.

Contact us to discover how our global reach, experienced professional personnel, tailored services and onthe-ground presence in Asia can make a difference to you and your clients.

FOCUSED ON YO U R A M B I T I O N S

CONTACT | Sean Coughlan

Managing Director, Singapore scoughlan@tridenttrust.com Singapore | +65 6653 1800

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Excellence Through Innovation, Collaboration and Care at the Core of Trident Trust’s Success

E

Sean Coughlan Managing Director Trident Trust Singapore

Winner • Independent Trust or Fiduciary Company

stablished in 1978, Trident Trust has been active in Asia for over 30 years, including 15 years in Singapore. As a leading provider of fiduciary, corporate, and fund administration services, we employ over 1,100 staff in more than 25 jurisdictions across Africa, the Americas, Asia, the Caribbean, Europe and the Middle East.

Privately owned and independent, we support high-net-worth families, family offices, leading financial institutions, professional advisors, and asset managers. Our clients rely on our worldwide presence, technical knowledge, tailored solutions and our commitment to reliability, responsiveness, attention to detail, and personal service.

How do you intend to remain on the front foot and continue to set a high standard?

Please explain why your business was able to reach this award-winning level?

Just as importantly, we invest in our people. We believe that professional excellence stems from personal growth, so we support our staff through ongoing training, both technical and interpersonal. This includes career progression opportunities and wellbeing initiatives that foster a healthy, motivated workforce. By nurturing talent and encouraging collaboration, we create a culture of shared learning and innovation that keeps us ahead of the curve.

We foster a mindset of continuous improvement, encouraging reflection, challenging assumptions, and innovating to stay relevant in a fast-evolving landscape.

Strong collaboration across global offices, with embedded knowledge-sharing and peer coaching, supports this. This framework enables us to address complex challenges with clarity and confidence.

Leadership plays a pivotal role. We invest in leadership development that promotes listening, empathy and peer support, equipping leaders to inspire teams. Regular exchanges across departments and jurisdictions keep us aligned with market developments while streamlining processes to be efficient and client-focused.

Our people are the foundation of our success. From junior staff to senior employees – many with over 15 years – we share a commitment to service excellence.

We recruit specialists to enhance capabilities and support staff at every level, enabling them to build long-term client relationships based on trust, understanding and bespoke solutions.

Remaining on the front foot requires a proactive mindset and a commitment to continuous improvement. We achieve this by listening closely to our clients and our partners; our services are continually shaped by client feedback and delivered with a focus on quality, consistency, and responsiveness.

We invest in technology that enhances operational efficiency and client experience, while continually strengthening our compliance framework to meet evolving regulatory standards.

What will winning this award do for your business and colleagues?

This recognition validates the hard work, dedication, and high standards our teams uphold every day. It affirms the value we place on long-term relationships, high standards, and consistent performance.

For our colleagues, it is a moment to celebrate the impact of their efforts and take pride in being part of a firm that values and recognises excellence. For our business, it is an endorsement that reinforces our reputation with clients and industry peers alike.

While we celebrate this achievement, we remain grounded in our belief that success is built through consistency and continuous improvement. We will continue to evolve, adapt, and deliver the exceptional service that has defined Trident Trust globally for nearly five decades.

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Pioneering Philanthropy: UBS Leads South-East Asia with Transformative Social Impact Strategy Please explain why you/your business was able to reach this award-winning level?

UBS’s trusted Social Impact and Philanthropy offering supports growing client demand for expert guidance and execution, backed by one of the financial sector’s largest dedicated teams – 120 cross-disciplinary specialists worldwide.

Philanthropists in Asia consistently express appreciation for our ability to translate their passions into action through tailored journeys that connect them with the right expertise and networks to achieve transformative, sustainable change.

With 25 years of leadership in philanthropy and social finance, the UBS Optimus Foundation offers deep expertise across program design, governance, impact evaluation, and grantmaking. In partnership with clients, it has supported over 370 high-impact programmes in more than 80 countries, focused on health, education and climate change.

In what ways were you able to deal with challenges and problems this time around?

What lessons have you learned?

Sheryl Fofaria Head of Social Impact and Philanthropy for South-East Asia UBS

We have dedicated efforts to educate internal stakeholders and clients on the significance of strategic philanthropy and the catalytic role of diverse capital types in driving social and environmental impact, such as through blended finance. This requires a shift from traditional philanthropic funding towards innovative financing mechanisms that can stimulate commercial capital investment in impact-first ventures previously unattainable. This significant effort is now yielding results, with a growing number of clients, development finance institutions, regulatory bodies, and internal influencers collaborating to advance our most pioneering and impactful innovative financing initiatives.

How do you intend to remain on the front foot and continue to set a high standard?

As a uniquely client-facing foundation, we provide extensive pathways for clients to drive systemic impact - from strategic philanthropy to collective impact and blended finance.

From a programmatic standpoint, we continually refine our strategies to address global health, education, and climate challenges, adapting to the evolving needs of vulnerable communities and striving to be at the forefront of driving systemic impact.

Our objective is to be the trusted advisor of choice for clients wishing to mobilise their capital towards achieving the United Nations Sustainable Development Goals and facilitating a smooth transition to a low-carbon economy.

Since 2014, we have impacted over 34 million people globally and exceeded our USD $1 billion target by 2025, raising USD $1.1 million in donations between 2021 and 2025 alone.

Where do you see the wider wealth management sector going in the next five years?

Winner • Philanthropy Offering/ Initiative of the Year

Clients are increasingly motivated to create lasting impacts and legacies. We anticipate that financial institutions and advisors worldwide will become more proactive in engaging clients on driving social and environmental impact outcomes as individuals and families, entrepreneurs and business leaders, philanthropists and investors.

Our ambition is to partner with clients to support a shift from an output-focused economy to an impact economy that values people and the planet, alongside financial returns.

This holistic approach harnesses all forms of capital to deliver more sustainable outcomes for everyone.

To achieve this level of systemic change, we believe our role as critical leaders in fostering partnerships at all levels is essential. Working collectively with philanthropists, public, and private organisations, we aim to create enduring change and maximise positive impact for both people and the planet.

Does your wealth bring you peace of mind?

Join the growing community of wealth creators who trust us with their investments and beyond.

Financial Planning | Investments | Wealth Structuring | Philanthropy

Scan the QR code to schedule an introductory call with our experts

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www.waterfieldadvisors.com

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Waterfield Advisors: Dedicated to offering Insight With Integrity Kshitij Pandey - Assistant Vice President - Marketing & Brand Communications Kapil Sharma - Assistant Vice President - Marketing & Communications Waterfield Advisors

Winner • Best Marketing or PR Campaign

F

ounded in 2010 by former Standard Chartered Private Banking head Soumya Rajan, Waterfield Advisors blazed a trail in India with its purely fee-based, conflict-free wealth advisory model.

Today, the firm oversees $5.2 billion in assets under advisement for more than 300 ultra- and high-net-worth families, supported by 120 professionals in seven offices nationwide.

Please explain why you/your business was able to reach this award-winning level?

Three factors stand out.

I. Client-centricity - By operating on a transparent, fee-only basis we have aligned every decision with our clients’ interests; that clarity builds trust quickly.

II. Holistic approach - Investment management is only part of the journey – families also need guidance on estate planning, governance structures, succession, philanthropy and even next- gen education. We systematically integrated those capabilities so clients receive one seamless solution rather than stitched-together services.

III. Democratisation - Traditionally, “family-office” sophistication was reserved for India’s super-rich. We have translated that architecture into scalable, technology-enabled frameworks that serve emerging HNIs and first-generation wealth creators just as effectively.

How do you intend to remain on the front foot and continue to set a high standard?

Our north star remains “Insight with Integrity”. As we scale, every pillar of the firm must reinforce that mantra. Technology is helping us personalise portfolios at speed while maintaining institutional-grade risk controls. Talent is paramount – we invest heavily in continuous learning so our advisers can decode increasingly complex asset classes and global regulations. Brand awareness is the third

leg: educating the market about independent advice keeps competitive pressure on product-led models and raises industry standards.

What will winning this award do for your business and colleagues?

Externally, it serves as an independent validation of our model at a time when investors are re- evaluating whom to trust with multigenerational wealth. WealthBriefingAsia’s reputation carries weight onshore and with global partners alike, and we expect it to accelerate referral momentum. Internally, it is a morale multiplier. Recognition reminds every colleague, from analyst to partner, that their dedication shapes something bigger than day-to-day tasks.

Where do you see the wider wealth management sector going in the next five years?

India’s economic engine – and crucially, its entrepreneurial energy continues to expand the addressable HNI and UHNI base at double-digit rates. Over the next five years, I foresee three trends: 1. Rise of specialised advisers: As client needs deepen, niche advisory firms (for example, cross-border estate planning or private-market access) will flourish alongside full-service players.

2. Tech-enabled hyper-personalisation: AI-driven analytics will allow advisers to customise portfolios and reporting at the individual goal level, moving beyond broad risk buckets.

3. Values-aligned investing: Younger wealth owners are demanding measurable social and environmental outcomes. Firms that integrate ESG diligence and impact metrics into core processes – not as add-ons – will lead.

Against that backdrop, Waterfield will keep doing what it does best: placing client interests first, investing in people and platforms, and letting integrity

REVOLUTIONISING CLIENT LIFECYCLE MANAGEMENT Wealth Dynamix enables every wealth management firm to be truly client-centric by digitising the entire client lifecycle, from acquisition and onboarding through to ongoing relationship management and servicing

80% improvement in process efficiency*

One solution that does it all Any type of client, anywhere in the world Digital-first, omnichannel delivery platform 360-degree prospect, client and group views Pre-defined & automated workflows Embedded compliance supports regulatory adherence Intelligent, actionable insights via role-based dashboards A single source of truth for your client data *Studies undertaken by Wealth Dynamix show firms can benefit from an 80% reduction in the man hours spent on complex processes, from onboarding and reviews, to complaints handling and amendments of client legal structures.

Registered Office: Wealth Dynamix Ltd, Broadwalk House, 5 Appold Street, London. EC2A 2DA. Company Reg. No. 07895806

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Driving Client-Centric Excellence in Wealth Management Through Innovation and Insight Please explain why you/your business was able to reach this award-winning level?

Our Client Lifecycle Management (CLM) platform is recognised globally by wealth managers as the best in the market. We've consistently won awards across Asia, the Middle East, Europe, and the UK – proof of our global impact.

Built over 13 years, our platform supports both cloud and on-premises deployments and covers the entire lifecycle from prospecting to periodic reviews and next-generation handover. Unlike point solutions, our CRM and CLM foundation enables operational efficiency and cost reduction.

Darell Miller Managing Director APAC Wealth Dynamix

Firms using our platform cut onboarding times from 15 days to just one and improve process efficiency by 60%. We serve a wide spectrum of clients, from boutique operations to global institutions in Premier Banking, Wealth Management and Private Banking.

What was the way your colleagues made a difference?

Our team’s domain expertise is unmatched.

Every member has held executive roles – whether in financial institutions, private banking, or change management.

When we say we’ve walked in your shoes, we mean it. This lived experience lets us address the distinct challenges of each client segment. We adapt to regional nuances and translate them into platform features, helping firms deliver client-centric experiences with confidence and precision.

Winner • Client Lifecycle Management

Another hurdle was clients’ resistance to transformation. We learned that collaboration is key. By engaging front-office teams early and demonstrating benefits like faster onboarding, fewer compliance errors, and stronger client insights, we built trust and momentum.

The key takeaway? Technology alone isn’t enough. Success relies on people, change management, and local partners who truly understand the client’s journey.

Whom to look for, either inside or outside your business, for ideas and inspiration?

I draw inspiration from the founders of Wealth Dynamix, who turned a regulatory need into a global business with 180+ staff, $1 trillion under management, and clients in over 30 countries.

Equally, our clients fuel our innovation.

Their needs guide our roadmap, and their feedback shapes our solutions. Every new client benefits from this shared intelligence, receiving a platform built specifically for the needs of priority banking, wealth management, and private banking.

Where do you see the wider wealth management sector going in the next five years?

In what ways were you able to deal with challenges and problems this time around? What lessons have you learned?

We foresee ongoing consolidation, with heightened emphasis on client experience and operational efficiency. Technology will drive this shift – firms that fail to digitise risk obsolescence as younger, tech-savvy investors demand transparency and speed.

In Asia, tightening regulations and wealth transitions to younger generations will reshape the landscape. Firms will need robust, scalable CLM systems that are fast, intuitive, and secure.

Asia presents regulatory fragmentation and differing levels of digital maturity. We addressed this by making our platform highly configurable – enabling multi-jurisdictional onboarding and seamless data capture.

AI, automation, and data-driven insights will redefine how relationship managers operate. Our mission is to help clients not just adapt but thrive in this new era of wealth management.

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Institutionalising Independent Wealth – WMA’s Strategic Evolution Winner • Family Wealth Advisory Offering

Wealth Management Alliance Pte Ltd

Please explain why you/your business was able to reach this award-winning level?

How do you intend to remain on the front foot and continue to set a high standard?

We made deliberate, sometimes difficult choices. We prioritised quality over scale. We built a platform that gives clients access to the breadth of a large institution - without the usual constraints or conflicts that often come with it.

Our move toward institutionalisation wasn’t just a business strategy – it was a necessity. The “2-man boutique” model doesn’t scale, doesn’t attract top talent, and ultimately doesn’t serve the client in the long term.

WMA is built to last, with structure, specialisation, and substance at its core. What also sets us apart is our ability to deliver scale without sacrificing the personal, high-touch service that this industry was built on.

By staying curious and learning. We're not chasing trends - we’re anticipating needs.

We invest heavily in our B2B ecosystem, forging strategic partnerships across Asia and Europe. We keep talking to our clients - not just to advise, but to listen.

And we remain humble enough to keep improving. It’s about constantly upgrading - people, processes, and product shelf without losing sight of what makes us human: trust and relevance.

What was the way your colleagues made a difference?

Everything! At WMA, our edge is the team – highly qualified professionals, each with over 25 years of experience across global markets, asset classes, and the full spectrum of financial services.

This isn’t a group of generalists trying to do everything. It’s a deliberately assembled team of specialists who collaborate with precision and humility.

We’ve built a culture where no one needs to prove they’re the smartest in the room – because everyone brings something different to the table. Whether it’s structuring a cross-border fund, curating a tactical multi-asset strategy, or navigating complex regulatory terrain, we rely on each other’s expertise.

The cohesion within the team is one of our greatest assets. We challenge one another, we support one another, and above all, we execute as a unit.

In what ways were you able to deal with challenges and problems this time around? What lessons have you learned?

We learned that growth must be earned. At WMA, we believe the future of wealth management in Asia isn’t about being bigger - it’s about being better.

We’ve also embraced the idea that, at times, the best way to manage risk is to do less – but do it better. Our biggest takeaway? If you want to scale without breaking, you need strong bones: compliance, infrastructure, and culture. That discipline has enabled us to grow sustainably while continuing to deliver consistent value to our clients and partners.

Where do you see the wider wealth management sector going in the next five years?

The independent wealth space will most likely polarise – boutiques that stay small without evolving with industry best practices will disappear or stay sub-par, while firms like WMA, offering proper substance and specialisation, will dominate.

Clients are more demanding and informed, and the next generation expects a streamlined, transparent and institutional-grade experience.

The All-In-One Wealth&Asset Management Solution

CRM - PORTFOLIO MANAGEMENT - ORDER MANAGEMENT ADMIN & BACK-OFFICE - COMPLIANCE - REPORTING

Geneva Zurich Montreal Singapore Luxembourg www.wize.net

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From Vision to Market Leader: The People-Driven Success Story of WIZE by TeamWork

Pierre Dupont Managing Partner WIZE by TeamWork

Winner • CRM Provider • Digital Customer Facing Innovation • EAM Platform • Client Communication Solution or Tool

What sets you apart from your peers this year and why?

WIZE by TeamWork, the all-in-one Wealth & Asset Management solution, is one of the fastest growing WealthTech companies in Switzerland dedicated to external asset managers, family offices, private banks, fund managers, pension funds and securities traders.

Part of the TeamWork Group, a 1,000+ employees Swiss company founded in 1999 and fully owned by its top management, we offer a unique 100 per cent webintegrated SaaS secured Cloud or onpremises platform including: • Portfolio management system with model portfolios and rebalancing/hedging capabilities; private equity module; risk and performance management (MWR/ TWR, contribution/attribution); • Order management system including FIX Straight Through Processing connectivity with 20+ trading rooms; • CRM System with KYC and documents lifecycle management; • Compliance System with AML; MiFID II and LSFin/FIDLEG/FinSA pre-trade checking; risk profiling & monitoring; full audit trail; • Reporting system with white labelled customised multi-assets consolidated reports; • Invoicing system including automatic fees calculation and controlling; profitability measurement; and • Multi-custodian connectivity: 200+ automatic feeds; API connectivity; • e-banking / Mobile App. In Geneva, Zurich, Singapore, Luxembourg and Montreal, our team of 45 professionals aims at delivering best in class support and back-office business process outsourcing (BPO) services thanks to our extensive banking operations expertise gained by most of us in different banks and/ or family offices.

Trusted by over 100 clients representing 125+ billion AuM and 3,000+ users in 22 different countries, we allow clients to focus on their business while taking advantage of the platform’s power and scalability for an attractive all-in-one monthly fee.

Our focus: intuitive user experience, rich & performing functionalities, easy and

transparent pricing. We therefore think all these elements set us apart from our peers and make us an outstanding 12 years old fintech.

How have your colleagues contributed towards the success of your organisation?

WIZE by TeamWork is first of all a fantastic success story based on people.

WIZE is born out of the meeting in 2010 between Philippe Rey-Gorrez – the founder of the TeamWork Group - and Cédric Baiker, an expert in IT banking solutions who had driven the development of the swiss “Newbanking” core banking package from 1996 to 2010.

Realising that the market solutions dedicated to private banking and external asset managers (EAM) were abnormally expensive, not sufficiently functional, and mainly based on legacy technologies, it was clear that in a context of increasing regulation and financial transparency, there would be a growing need for the EAM community to rely on more sophisticated, functional and secure solutions that would enable them to respond efficiently to their business challenges and constraints.

Cedric had spotted a gap and a really growing need for EAMs and Philippe decided to invest in this team of 4 since he believed in them.

The development therefore started in 2010 from a white sheet with the latest available technologies and with absolutely no legacy. After two years and a huge investment in R&D, the first customer was signed in 2012. Since then, the WIZE by TeamWork team continuously grew to a team of 45 today and continued to be ahead of market trends, evolving constantly.

What do you hope will be the result of receiving this accolade?

We hope this accolade will be perceived by our clients and team members as a strong evidence that our collaboration during the last 12 years has produced a remarkable and scalable platform.

We therefore see this accolade both as a recognition of the high quality work delivered but also as a good evidence for our prospects that they can feel in good hands with our WIZE by TeamWork platform and team.

Powering a New Era of WEALTH Our distinct focus on clients and groundbreaking wealth solutions set us apart. We adopt a comprehensive approach to wealth management, starting with a thorough grasp of our clients’ goals. Utilising the extensive knowledge of our team and the capabilities of technology, we craft an unparalleled wealth management journey for our clients.

If you are ready to simplify your wealth management, reach your full wealth potential, and live your dreams, then connect with us. contact.sg@wrise.com +65 6992 2550 260 Orchard Road #19-01, The Heeren, Singapore 238855

www.wrise.com

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Leading with Heart and Vision: How Derrick Tan & WRISE are Redefining Wealth Management in Asia Derrick Tan Group Executive Chairman WRISE Group

Winner • Chairperson

A

s the Executive Chairman of WRISE Group, Derrick Tan has led with a bold vision and unwavering commitment to values. Under his leadership, WRISE has rapidly risen to prominence in Asia’s wealth management landscape, championing innovation, integrity, and client-first thinking. Recently recognised with a prestigious industry award, Derrick reflects on what fuels the firm’s success – and what lies ahead.

What was the way your colleagues made a difference?

“Our success is the sum of many passionate minds working together,” Derrick shares. “From day one, my colleagues embraced our values – Wisdom, Respect, Integrity, Sustainability, and Empathy (WRISE) – not just as words, but in our daily dealings with clients and fellow colleagues. What made the difference is their entrepreneurial spirit and willingness to go beyond the conventional. Whether it's our client advisors deeply understanding clients’ multigenerational goals or our support function teams providing a holistic ecosystem for the front office to operate in, every member of WRISE contributes to a culture that never settles for mediocrity.”

He adds that WRISE’s growth has been powered by trust and collaboration. “In a business built on relationships, our people are our greatest asset. They have made the brand what it is.”

How do you intend to remain on the front foot and continue to set a high standard?

“The pace of change in wealth management is accelerating – and we welcome that,” says Derrick. “To stay ahead, we continuously invest in talent, technology, and training. But more importantly, we listen.

To our clients, to our client advisors, and to market signals.”

Derrick believes that leadership must be proactive and bold. “I encourage my team to challenge assumptions and test new ideas.

We’ve built WRISE to be agile by design – which allows us to pivot quickly, co-create solutions with clients, and capture opportunities that others might miss.”

Whom do you look for, either inside or outside your business, for ideas and inspiration?

“I take inspiration from multiple sources,” he explains. “Inside WRISE, I’m constantly inspired by our team members. Their fresh perspectives and digital fluency push us to reimagine how we deliver value. Externally, I look to pioneers across different industries – from tech disruptors to sustainability leaders. I also draw insights from our clients & friends who are often entrepreneurs or stewards of large family legacies. Their journeys inspire me to think long-term and with purpose.”

What will winning this award do for your business and colleagues?

This recognition is both an honour and a responsibility,” Derrick reflects. “I would not have received this award without the incredible team at WRISE. It affirms that we are on the right path, but more importantly, it celebrates the people who have made WRISE what it is. For our colleagues, it’s a proud moment that validates their hard work, creativity, and dedication. For our business, it enhances credibility and trust – especially as we continue expanding across Asia and globally.

He concludes, “Awards come and go, but what stays is the culture we build. This one fuels us to keep striving, keep innovating, and keep serving with heart”.

For more information, please visit www.zhonglun.com.hk

China's Leading Business Law Firm Over 400 partners and 2,200 professionals across 18 offices in China and around the world

Zhong Lun Private Client Practice is unique in combining market leading Hong Kongbased private client practice and PRC legal and tax practice in the same firm. We are best known for helping high net worth clients navigate through complex legal and tax issues; many of which are multi-disciplinary and multi-jurisdictional covering China, Hong Kong, Canada, US, UK, among others.

Leading Firm in Private Client and Family (Legal 500 Asia Pacific Guide 2025) Law Firm of the Year – Hong Kong & Singapore (Citywealth IFC Awards 2024) Private Wealth Management (International Firms) Band 1 (Chambers HNW Guide 2024) Private Wealth Disputes (Chambers HNW Guide 2024) Best Legal Team- Greater China (WealthBriefingAsia Awards 2024) Best Overall Law Firm (Hong Kong) (China Business Law Awards- Regional 2024)

For more information, please visit us at www.zhonglun.com.hk

Recommended Firm in Private Client (Asialaw 2024- HKSAR)

We are reachable here: E: lawyers@zhonglun.com

4/F Jardine House, 1 Connaught Place, Central, Hong Kong.

T: +852 2877 3088 F: +852 2525 1099

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Clifford Ng on Client-Centered Excellence, Craftsmanship in Service and the Future of Wealth Management What was the way your colleagues made a difference?

This may sound trite but we are in the service industry. Unlike other practice areas of law, what we do, how we do it and our interactions with our clients have a very direct and visible impact on our clients and their families.

We are very fortunate to have a team of very client-focused and service-oriented colleagues that can add that extra layer of comfort for clients on top of their technical excellence, innovation and can-do attitude.

Whom to look for, either inside or outside your business, for ideas and inspiration?

Everyone and everywhere. I recently took a piece of art to have reframed because gaps started appearing in the joints of the existing frame. Only when we looked at it closely at the framing shop did we realise that the frame was (like the artwork) made in Japan and it was untreated wood held together tongue in groove with no glue.

We marvelled at the effort and time it must have taken to build the frame with perfect precision. It was not the star attraction of the overall piece but it was very much a work of art in itself. That should inspire each of us when we do our work – it may be a minor support role but it can and should still be something to be valued and admired.

What will winning this award do for your business and colleagues?

Clifford Ng - Co-Managing Partner Zhong Lun Law Firm LLP

What next??? The award pushes us to work harder, smarter, better.

Where do you see the wider wealth management sector going in the next five years?

Given the market turbulence so far this year, this is a tough one to answer. We are eight or so years in reversing the great “globalisation” and the next five years will see that very seismic shift continue and resettle into something else. Money and wealth and those who manage them will likely be a little closer to home (wherever that may be).

Global tax initiatives may be shelved but countries will need to find new revenue if productivity slides and their tax base shrinks.

Demographics shape the future and we will be moving into the great wealth transition from baby-boomers to Millennials in five years. Do fewer people need the second, third and fourth homes in places they seldom go to? Will family offices and funds will stay closer to home geographically and politically?

We try and anticipate these events when working with clients so let’s chat five years from now to see how I do.

Winner

Winner

• Outstanding Contribution to Wealth Management (Individual)

• Legal Team

PUBLICATIONS

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Readers find our content on topics such as strategy, M&A, important people moves, investment management and asset allocation to be an essential resource in a fast-moving world.

The Asia-Pacific region’s meteoric rise as a major wealth management market has sparked huge demand for region-specific business information. WealthBriefingAsia was launched in 2009 to satisfy this growing information requirement, and it is the only wealth management news site focusing exclusively on the Asia-Pacific region. Providing indispensable news, features and industry views that are always relevant and concise, WealthBriefingAsia allows subscribers to conserve that most precious of all resources: time.

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Outstanding Achievement in Cross-Border Private Wealth Management Please explain why you were able to reach this award-winning level?

I am honoured to have received this award!

Reaching this milestone has been a culmination of dedication, perseverance, support from our team as well as a genuine passion for the private wealth industry and for our clients. My focus on providing tailored solutions and building strong relationships with our clients and other service providers allowed me to effectively navigate complex and challenging cross-border matters.

I have also emphasised on expanding my knowledge and professional development which has equipped me with the technical skills needed in this area.

What was the way your colleagues made a difference?

Jessica Kwok Partner Zhong Lun Law Firm LLP

Zhong Lun has been a leading firm in the private client practice in both Mainland China and Hong Kong for consecutive years. The support and collaboration of our colleagues within the wider firm have been crucial to us in tackling various cross-border matters.

With practitioners that are qualified in multiple jurisdictions (including Hong Kong, Mainland China, UK, US and Canada), we share knowledge and insights which not only enhances our individual capabilities but also strengthens our team and our firm as a whole.

How do you intend to remain on the front foot and continue to set a high standard?

Winner • Wealth Management Rising Star Under 40

We have had the opportunity to serve clients that are equipped with knowledge and experiences in different fields and they are often ahead of the curve in their areas. In a lot of times, the dynamic nature of our clients and our interaction with them provide us with guidelines and thoughts on the upcoming trends and developments in the evolving market.

I often look to expand my technical knowledge and closely monitor the fast-changing landscape of the private client field to stay ahead of the development.

Being a member of the STEP Wills and Estates Sub-committee and the Next Gen Sub-Committee in Hong Kong has also been very helpful, especially having the incredible opportunity to collaborate with peers among the industry where we can exchange views and share our insights to keep up with the changing trends and potential developments in different areas of the private client industry.

In what ways were you able to deal with challenges and problems this time around? What lessons have you learned?

Private client service is complex and multi-layered requiring legal services across multiple disciplines and consideration of conflict of law principles applicable to family members dispersed across countries.

Challenges are inevitable but I have learnt to view them as opportunities for growth.

By collaborating closely with our colleagues and other practitioners within the private client field, I was able to leverage their expertise and insights which allows me to better understand the unique needs and objectives of our clients. Recognising these challenges and problems is a crucial step to enable me to map out strategies and plans to overcome them.

What will winning this award do for your firm and colleagues?

This is not just a personal achievement but a recognition of the collective efforts, support and commitment of our team and our firm to the wealth management industry. I hope that this would motivate other colleagues and young practitioners in the wider community to develop and maintain their aspirations, strive for their own professional milestone and pass on their knowledge and experience to others across the industry.

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The Twelfth WealthBriefingAsia Awards Winners 2025 PRIVATE BANKING CATEGORIES (SOUTH-EAST ASIA) Overall South-East Asia Private Bank

International Clients Team

WINNER

HNW Team

WINNER

Billionaire Team WINNER

Pure Play Private Bank

Investment Management Platform COMMENDED

WINNER

Wealth Planning Team WINNER

Boutique Private Bank WINNER

UHNW Team

WINNER

Client Service WINNER

Investment Management Platform WINNER

WINNER

Credit Provider WINNER

Global Private Banking

WINNER: Dentons Rodyk & Davidson LLP

WINNER: Eightstone Pte Ltd

WINNER: ERI

WINNER: Eton Solutions

WINNER: FactSet

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PRIVATE BANKING CATEGORIES (SOUTH-EAST ASIA) - CONTINUED...

Discretionary Portfolio Management Provider

Customer Facing Digital Capabilities WINNER

NRI/NRP Offering

Private Banking Employer or Talent Management Initiative

WINNER

WINNER

Innovative Technology Solution WINNER

WINNER

PRIVATE BANKING CATEGORIES (COUNTRY SPECIFIC) Private Bank or Wealth Manager (Singapore)

Private Bank or Wealth Manager (India) WINNER

Multi-Family Office, Private Bank or External Asset Manager (South Korea) WINNER

COMMENDED

Private Bank or Wealth Manager (India) WINNER

WINNER: Farro Capital

WINNER: FGA Trust

WINNER: Harneys

WINNER: HSBC Global Private Banking

WINNER:Incred Global Wealth Pte. Ltd. (Singapore)

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PRIVATE CLIENT CATEGORIES (SOUTH EAST ASIA) Legal Team

Accountancy Team WINNER

Tax Team

Accountancy Team (Greater China Region) WINNER

Tax Team (Greater China Region) WINNER

Independent Trust or Fiduciary Company (Greater China Region)

Independent Trust or Fiduciary Company WINNER

WINNER

Estate Planning

Institutional Trust or Fiduciary Company

WINNER

WINNER

MARKETING/PR CATEGORY (PAN-ASIA)

PAN-ASIA CATEGORY

Best Marketing or PR Campaign

Overall Asia Private Bank WINNER

WINNER

WINNER

Global Private Banking

WINNER

WINNER: ICHAM Pte Ltd

WINNER: Indosuez Wealth Management

WINNER:InvestCloud

WINNER: Lombard Odier

WINNER: MSCI Wealth

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INVESTMENT MANAGEMENT CATEGORIES (SOUTH-EAST ASIA) Independent Wealth Manager

Fund Manager

WINNER

Asset Management Firm WINNER

WINNER

TAURUS WEALTH

Alternative Fund Manager

Alternative Investment Manager

WINNER

ETF Provider WINNER

WINNER

WEALTHTECH CATEGORIES (PAN-ASIA) Overall Asia WealthTech Provider

Onboarding Product

WINNER

CRM Provider

Client Lifecycle Management WINNER

Transaction Processing WINNER

Suitability WINNER

WINNER

Portfolio Management WINNER

WINNER

WINNER: Riyaz Ladiwala - Neo Wealth & Asset Management

WINNER: Ocorian

WINNER: Panhe Family Office

WINNER: S Cube Capital

WINNER: S&P Global Market Intelligence Cappitech

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WEALTHTECH CATEGORIES (PAN-ASIA) - CONTINUED...

Digital Customer Facing Innovation

Data Provider

WINNER

Client Reporting

Risk Monitoring and Management WINNER

Core Banking Software WINNER

EAM Platform

Family Office Solution WINNER

Artificial Intelligence (AI) Application WINNER

Digital Offering

WINNER

Client Communication Solution or Tool

WINNER

Innovative Compliance/ Regtech Product WINNER

Most Innovative Fintech Solution

WINNER

WINNER

Leading Individual (Wealthtech)

WINNER

WINNER

RIYAZ LADIWALA

Do Good.

WINNER

Regulatory Reporting WINNER

WINNER: Stephenson Harwood LLP

WINNER: Taurus Wealth Advisors Pte Ltd

WINNER: Trident Trust

WINNER: UBP

WINNER: UBS

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SPECIALIST WEALTH MANAGEMENT CATEGORIES Corporate Social Responsibility

Real Estate Advice WINNER

M&A Advisor

Philanthropy Offering/ Initiative of the Year WINNER

Excellence in Servicing North American Clients WINNER

Family Governance Services

WINNER

Wealth Management M&A Deal

WINNER

Next-Gen Programme

WINNER

WINNER

Family Wealth Advisory Offering WINNER

WINNER

TAURUS WEALTH

Global Citizenship/Immigration Platform Offering WINNER

Overall Sustainability Offering WINNER

Regional Partnership

Overall ESG Offering WINNER

Overall Impact Investing Offering WINNER

Global Private Banking

WINNER

Digital Assets or Services WINNER

WINNER: Waterfield Advisors

WINNER: Wealth Dynamix

WINNER: Withers

WINNER: WIZE by TeamWork

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LEADERSHIP CATEGORIES (SOUTH-EAST ASIA) Women in Wealth Management

Leading CEO - Private Bank WINNER

ANTHONIA HUI

Outstanding Contribution to Wealth Management (Individual)

WINNER

HEMANT SURENDERJIT TUCKER

Thought Leadership (Company)

WINNER

STACY CHOONG

WINNER

WINNER

NICOLETTE LEE

Chief Technology Officer (CTO)

WINNER

JESSICA KWOK

WINNER

Wealth Management Rising Star Under 30

CLIFFORD NG

Wealth Management Rising Star Under 40

Leading Individual

WINNER

VIJAY PATEL

Do Good.

Chairperson WINNER

DERRICK TAN

WINNER: Nicolette Lee - Dentons Rodyk & Davidson LLP

WINNER: Hemant Surenderjit Tucker - Farro Capital

WINNER: HSBC Global Private Banking

WINNER: Indosuez Wealth Management

WINNER: Lombard Odier

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

125

The Tenth WealthBriefingAsia Greater China Awards Winners 2025 PRIVATE BANKING CATEGORIES (GREATER CHINA) Overall Regional Private Bank

Credit Provider

WINNER

Pure Play Private Bank WINNER

WINNER

Global Private Banking

Boutique Private Bank

Wealth Planning Team WINNER

Alternatives Provider WINNER

WINNER

Global Private Banking

Philanthropy Services

SRI Offering WINNER

Discretionary Portfolio Management Offering WINNER

WINNER

Global Private Banking

Private Equity

Impact Investing WINNER

Regional Private Banking Partnership WINNER

Global Private Banking

WINNER

WINNER: Vijay Patel - Neo Wealth & Asset Management

WINNER: Andrew Yen - Panhe Family Office

WINNER: Joanna Jiang (Lulu) - Stephenson Harwood LLP

WINNER: Withers

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

127

PRIVATE BANKING CATEGORIES (GREATER CHINA) - CONTINUED...

ESG, Impact Investing or SRI

UHNW Team

WINNER

Family Wealth Advisory Offering WINNER

WINNER

Global Private Banking

PRIVATE BANKING INDIVIDUAL COUNTRY CATEGORIES (GREATER CHINA) Hong Kong Domestic Private Bank or Team

Hong Kong International Private Bank or Team

WINNER

WINNER

Global Private Banking

INVESTMENT MANAGEMENT CATEGORIES (GREATER CHINA) Independent Wealth Manager

FX Services WINNER

Wealth Planning Team

Best Alternative Investment Manager WINNER

Next-Gen Programme WINNER

WINNER

WINNER

WINNER: HSBC Global Private Banking

WINNER: Indosuez Wealth Management

WINNER: Wei Kang - Stephenson Harwood LLP

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

129

PRIVATE CLIENT CATEGORIES (GREATER CHINA) Legal Team

Wealth Planning WINNER

Independent Trust or Fiduciary Company

Tax Team WINNER

Institutional Trust or Fiduciary Company WINNER

WINNER

Estate Planning WINNER

WINNER

Global Private Banking

SPECIALIST CATEGORIES (GREATER CHINA) Excellence in Servicing North American Clients

Wealth Manager of Greater China

WINNER

WINNER

INDIVIDUAL AND LEADERSHIP AWARDS (GREATER CHINA) Wealth Management Rising Star Under 40

Thought Leadership WINNER

JOANNA JIANG (LULU)

Chairperson WINNER

WEI KANG

WINNER

ANDREW YEN

new order.

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Investments are subject to a variety of risks. You should consult your investment advisor before entering into any transaction. Lombard Odier (Singapore) Ltd. is a merchant bank regulated and supervised by the Monetary Authority of Singapore. This advertisement has not been reviewed by the Monetary Authority of Singapore. ©2025 Lombard Odier. Rubik’s Cube™ used courtesy of Spin Master.

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2025

Announcements Schedule 16 JANUARY 2025

Miami Family Wealth Report Awards incorporating Latin America & the Caribbean

6 & 20 FEBRUARY 2025

WealthBriefing Swiss Awards WealthBriefing WealthTech Americas Awards

5 & 27 MARCH 2025

WealthBriefing Swiss EAM Awards WealthBriefing European Awards

8 MAY 2025

Family Wealth Report Awards

5 & 26 JUNE 2025

WealthBriefingAsia & Greater China Awards WealthBriefing Wealth For Good Awards

16 OCTOBER 2025

WealthBriefingAsia EAM Awards

20 NOVEMBER 2025

WealthBriefing MENA Awards

3 DECEMBER 2025

WealthBriefing Channel Islands Awards

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