WealthBriefingAsia EAM Acclaim Magazine 2025

ACCLAIM OCTOBER 2025

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

The Fourth WealthBriefingAsia EAM Awards 2025

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

Foreword TOM BURROUGHES Group Editor, WealthBriefingAsia The WealthBriefingAsia External Asset Manager Awards are a cornerstone of this publication’s global awards programme, celebrating the essential role of External Asset Managers (EAMs) in shaping wealth management across Asia.

These awards showcase the sector’s impressive growth and evolution, with a judging process designed to uphold integrity and excellence. An independent panel of senior industry leaders carefully evaluates submissions, with the quality of each entry playing a central role in determining the winners. Judges’ names are published on our website, and categories are regularly reviewed to stay aligned with industry developments. Beyond recognising excellence, the process generates valuable insights into sector trends.

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INTERVIEWS: Annum Capital ................................................................................... 11 Azimut Investment Management .................................................... 13 Carret Private Capital Limited ........................................................... 15 Centuriam Limited ............................................................................. 17 Efinity Capital Management Pte Ltd ................................................. 21 Eightstone Pte Ltd ............................................................................. 23 Fargo Wealth Group .......................................................................... 25 Farro Capital Pte Ltd ......................................................................... 27 Jadeite Capital (Asia) Pte Ltd ............................................................ 29 Lumen Capital Investors Pte Ltd ....................................................... 31 Oakwise Capital Management Limited ............................................ 33 Pinnacle Capital Asia ......................................................................... 35 SUNLINE Wealth Management ......................................................... 37 Taurus Wealth Advisors Pte Ltd ........................................................ 41 TriLake Partners ................................................................................. 43 Wealth Management Alliance Pte Ltd .............................................. 45 WEALTHBRIEFINGASIA EAM AWARDS WINNERS IN FULL ................................................................................. 51

Reputation is a defining feature of wealth management, and nowhere is this more evident than in Asia. These awards not only strengthen branding and marketing but also help firms build new relationships, inspire staff, and mark their progress.

The calibre of professionals in this industry – demonstrated through commitment, resilience, and passion – continues to impress. In a sector that has weathered significant change and challenges, these awards stand as a testament to the enduring strength and excellence of the EAM community.

OVERVIEW OF THE ASIAN EAM SECTOR The EAM and multi-family office sector in Asia defies easy generalisation. These organisations have varied specialisms, with some focusing on alternative assets, traditional equities, property, sustainable investing and infrastructure. Certain EAMs make a point of catering to specific types of clients, such as Non-Resident Indians.

Usually built by breakaway teams leaving banks in search of independence, EAMs must work with banks and others for custody, technology and other service support needs. It is not just banks who do this; brokerages and tech platforms are pushing into this space, giving banks a run for their money.

The rise of NextGen wealth means newer clients want more independent advice. This brings the fiduciary model to the fore.

Local regulators are keen to promote the sector. Hong Kong and Singapore have encouraged new structures, while also keeping a close watch on business practices. Singapore is proud of its Variable Capital Company (VCC) structure. The regulator has urged the industry to maintain high VCC governance standards.

There’s a long list of firms, including Annum Capital, TriLake Partners, Efinity Capital, Wealth Management Alliance, Blackhorn Wealth Management, Eightstone, Farro Capital, Lumen Capital Advisors, Taurus Wealth Advisors, Sunline Wealth Management, Crossbridge Capital and SingAlliance.

The rising wealth of Asia has spawned new business models, and EAMs are front and centre of this growth.

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

Sponsored by

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

DR. MARIO A. BASSI Senior Advisor Private Wealth Management

EMMANUEL GUILLAUME Head of External Asset Managers, Asia-Pacific Lombard Odier

FELICIA HENG Founder and Managing Director Wise Purpose

HASSEN JAUFEERALLY Senior Relationship Manager The Mauritius Commercial Bank

NOAH KAN Head Intermediaries South East Asia Julius Baer

ANNE LIEBGOTT Founder AW+ASIA PACIFIC | MIDDLE EAST

OLIVIER LIVENAIS Managing Partner Asia Pacific Investment Advisory

GARY TIERNAN CEO Various

SANDRO TREIER Head Intermediaries Greater China Julius Baer

BRUCE WEATHERILL Chief Executive Weatherill Consulting

WHAT IF AN IDEA COULD BECOME YOUR GREATEST ASSET? How we invest today is how we live tomorrow. juliusbaer.com

WINNER: Urs Brutsch

WINNER: Richard Zhang - Oakwise Capital Management Limited

WINNER: Ashley Tan - Taurus Wealth Advisors Pte Ltd

WINNER: Hemant Surenderjit Tucker - Farro Capital

new order.

As geopolitical rivalry intensifies, new economic blocs form.

Convention calls this a time of caution for investors.

Yet competition between great powers is creating a new order, reshaping where investment opportunity is found.

Discover the power of rethinking at LombardOdier.com

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.

WINNER: Jackson Ng - Azimut Investment Management

WINNER: Akira Kuroki - Centuriam Limited

WINNER: Annum Capital

WINNER: Azimut Investment Management

unlocking growth

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Annum Capital: Strengthening the Leadership in Hong Kong Winner • Best EAM in Hong Kong

Annum Capital

Champion of Hong Kong Annum Capital is highly regarded in Hong Kong as a leading EAM and award-winning asset manager.

Combining advisory expertise, investment knowhow, and fiduciary services with a full spectrum of execution solutions, Annum has built a reputation for our discretion, judgement, problem-solving, and permanent alignment with clients.

As a key member of the Family Office Association of Hong Kong and Vice Chair of Hong Kong Limited Partnership Fund Association, Annum has advocated Hong Kong as a capital market, a fund domicile, and a family office hub across Americas, Europe and Middle East.

Strategic Advice, not just for tycoons Being the confidant of many entrepreneurial families, Annum is increasingly being pulled into strategic advisory roles. Clients want our ideas on capital formation, joint ventures, monetisation of illiquid assets, etc - things most private banks find too complicated or time-consuming to take on.

Annum is also the consultant for some CEOs and their Boards, e.g. on how to generate value from China without being in China, how to handle tricky legacy partnerships left by predecessors, and how to articulate a new valuation narrative to the market, etc.

Annum has also guided private equity managers new to Asia and upstart hedge funds on how to knock on the doors of single-family offices and navigate the opaque onboarding processes at private banks, helping several new managers cross their first 100mil mark in Asia.

Passive investing, with passion Being the first family office in Asia that launched a global equity index, Annum continues to innovate on the passive front, marrying creativity with mathematics.

In 2022, we unveiled the FactSet Annum Global Health Care Index.

In 2023, we launched a suite of thematics in AI, future mobility, and global defence, which were well received by Asia clients. In 2024 and 2025, we launched a global wines and luxuries index and a digital finance index, monetised via funds and structured notes.

Research, not in an ivory tower China Family Office Research Institute (Hong Kong) Limited is a thinktank sponsored by Annum Capital to be the coach for Asia entrepreneurs in their journey to establish their family offices in Hong Kong.

The Institute was founded in 2021, as a brainchild of InvestHK, with Annum in execution role. Over the years, the Institute has introduced tech bosses, industrial titans, and entertainment celebrities to Hong Kong’s financial community, and assisted them in setting up family vehicles here for a variety of purposes.

Intellectual leadership in digital assets In August 2025, Annum Capital published “Flying Cash: Rise of Stablecoins”, the first whitepaper written exclusively for global family offices and wealth managers, as a guide on investing into digital assets and positioning for a tokenised world.

This initiative was supported by Schroders Capital, Aberdeen, FTSE Russell, FactSet, Marex and other financial and technology companies, a testament to Annum’s super-connector role between traditional and digital finance.

Empowering Women Many talented women in finance have found Annum Capital to be a supportive and fun place to work. Head of Greater China, Head of Equities, Head of Fiduciary Services, Chief Investment Officer and Chief of Staff are all women, who add value to clients and inspire other women to pursue family office as a career.

Charting the Wealth Frontier

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

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Azimut Investment Management Sets the Benchmark for Pan Asia’s Next EAM Chapter

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zimut Investment Management enters 2025 with two honours at the WealthBriefingAsia EAM Awards: Overall Pan‑Asia External Asset Manager and Growth Strategy. The Overall title marks a three‑peat and completes four straight years of recognition, with one award in the $1-5B AuM category. These honours reflect the trust of clients, the dedication of advisers, and the strength of the platform built across Asia.

As the Asia hub of Azimut Group (managing over SGD 170 billion globally), Singapore connects clients to opportunities across 20 offices and booking centres.

A global matrix introduced in 2025 links product lines with business development so advisers can serve clients where they are, not confined to a single country.

Stefano Chao Head of Asia and Chief Executive Officer, Singapore Azimut Investment Management

Clients benefit from open‑architecture choice through 50+ strategic partners, the Group’s 500+ funds, and insights from 220+ investment professionals with a 35‑year track record.

Together, these strengths are expressed through 7'I's that shape how we operate.

Each is meaningful on its own; together they define a distinctive, independent wealth management model.

Institutionalisation More than ten years of scaling AuM, revenue, clients and advisers in Singapore, supported by operational excellence, governance and risk, have turned the EAM model into an institutional business that attracts clients, partnerships and talent, and positions the firm for the next wave of global consolidation.

Winner • Overall Pan-Asia External Asset Manager (Company) • Growth Strategy • Thought Leadership

International A network spanning Singapore, Hong Kong, Dubai, Miami, Luxembourg, Monaco and more gives clients access to global booking options and local insight, enabling cross‑border onboarding and service without losing regional nuance.

Independence Veteran advisers operate with autonomy and freedom from product bias. Advice is shaped by client objectives and supported by rigorous risk management and compliance that protect outcomes.

Integration A broad network of partner banks, insurers and service providers combines with the Group’s fund range, integrating wealth management and fund management to deliver coordinated solutions from portfolio construction and selection to execution, reporting and client servicing.

Investment A long‑established record, guided by a global investment committee that blends macro views with local expertise. Portfolios are constructed using established processes that combine open‑architecture selection with Group strategies to support client objectives.

Innovation The Azimut Group's Digital Strategy sets a clear 3Cs vision and 4Ss strategy roadmap.

Emerging technologies are being developed and rolled out across the Group to serve clients and advisers, lift operational productivity, strengthen data protection and keep the business future‑ready.

In house Dedicated teams across investment management, operations, risk, and technology support advisers in delivering high‑quality, tailored wealth management solutions to clients while leveraging firm‑wide infrastructure.

Looking ahead, Azimut will pursue client-first improvements, deeper partnerships across the ecosystem, and continued enhancements to its digital and operating model. They reflect clients’ trust and the team’s consistent execution, and reaffirm our focus on service, stewardship and steady progress.

ELEVATING WEALTH Strong foundations create lasting success.

Let us build them with you, step by step.

Level 6, Five Pacific Place, 28 Hennessy Road, Wanchai, Hong Kong | carretprivate.com | +852 2973 1200 Photo by Airam Dato-on on Unsplash

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Foundations of Strength: Elevating Wealth Through Independence and Collaboration

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t Carret Private, our mission has always been to guide clients with independence, transparency, and a steadfast commitment to their long-term success. Wealth management is not only about navigating markets, but also about building enduring partnerships rooted in trust. This philosophy has shaped our growth and continues to guide our strategy as we look ahead to the opportunities and challenges of the next five years.

One of the most pressing issues for the industry is the fragmented nature of digital infrastructure. Data between banks, custodians, and service providers remains inconsistent, often delayed or incomplete, which undermines efficiency and the client experience. To address this, we have upgraded our internal systems, from CRM to middle-office functions and client reporting, to ensure scalability and reliability. At the same time, we are advocating for greater standardisation across the EAM ecosystem so clients benefit from more timely and transparent service.

Kenny Ho Founder & Managing Partner Carret Private Capital Limited

Winner • Servicing Hong Kong Clients

Clients today bring evolving expectations that demand new approaches. High-networth families are more sophisticated than ever, demanding independence, transparency, and tailored advice. To meet this, we are building institutional-grade research and advisory capabilities, benchmarked against the best boutique private banks. Through our partnership with Endowus, we have broadened our product suite to include private equity, private credit, hedge funds, quant strategies, and private real estate. This gives clients access to leading managers such as Blackstone, KKR, and Partners Group at institutional share-class costs, a meaningful advantage over traditional private banking.

Talent and credibility remain central to our growth. Independent firms must demonstrate the same professionalism and governance as the largest institutions. Our focus is on senior hires with deep experience, ensuring that every banker who joins Carret Private brings not

only relationships but also the discipline and credibility clients expect. At the same time, we continue to explore selective opportunities, whether by expanding our team or acquiring other EAMs that align with our vision.

Culture sustains this model. I believe in empowerment and collaboration at every level of the organisation. My colleagues are the heart of Carret Private; their dedication and focus on client service set us apart. From relationship managers to back-office staff, every team member embraces continuous learning and open communication. This culture of excellence has been instrumental in driving our success and enables us to deliver consistently strong outcomes.

Winning the EAM Servicing Hong Kong Clients - International award is especially meaningful. It recognises not only our growth but also the standards we have set as an institution. The award enhances our credibility with clients and partners, reassures prospective clients of our commitment to quality and energises our team. We intend to use this recognition to deepen relationships, open new doors for growth, and continue raising industry standards.

Looking ahead, collaboration with banks, regulators, peers, and technology providers will remain central. By staying true to our independent, client-first model, and by drawing inspiration from industries that harness technology and empower people, we are well positioned to navigate the challenges ahead and shape the next chapter of Asian wealth management.

WEALTH THAT WITHSTANDS TIME

https://centuriamlimited.com

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Centuriam -Where Financial Artisans Shape the Masterpiece of Asset Management

Winner Centuriam Limited How do you cultivate a culture that consistently drives excellence and high performance?

Let’s say, externally, our carefully vetted network of financial, legal, and other specialists delivers precise, tailored guidance through seamless referrals. Just like a family doctor’s practice connecting patients to trusted specialists for further care. This approach ensures that every client receives the right expertise at the right time, building deep trust through collaboration. So how do we work like a family doctor? The answer lies in our core values, which guide everything we do to deliver personalised, proactive solutions that drive superior outcomes and reinforce Centuriam as a reliable partner in wealth preservation and growth.

Excellence in Collaboration Within Centuriam, we bring together seasoned professionals from diverse disciplines who each take accountability while working fluidly across teams. This agile, adaptive method allows us to solve complex investment challenges with strategies rooted in thoughtful philosophy and genuine care. Together, we nurture a culture that is both resilient and dynamic, thriving amid the complexities of today’s financial landscape.

Empowering Diversity for a Brighter Future Our team’s international expertise and varied backgrounds are essential drivers of innovation and exceptional service. This diversity strengthens authentic relationships with clients and stakeholders, continually enriching the quality and creativity of our solutions.

Authentic Quest for Meaning Every decision is rigorously examined to ensure alignment with clients’ long-term goals. We avoid generic answers, opting instead for strategies uniquely tailored to each client’s distinct needs and aspirations.

• Assets Between US$ 500 Million - US$ 1 Billion AuM • Servicing Japanese Clients • Next-Gen Programme • Newcomer

Where do you draw inspiration for innovation – within the wealth industry or beyond it?

Many financial services firms serving UHNWIs often liken themselves to luxury brands like Ferrari or Hermès. At Centuriam, however, we intentionally take a different path. Rather than following traditional luxury analogies, we look beyond the industry and draw inspiration from entirely different worlds, such as the culinary arts.

We’ve identified striking parallels between our company culture and that of world-renowned, Noma, the three-Michelin-starred Copenhagen restaurant known for their exceptional quality and creativity. Although our industries are vastly different, we share a deep commitment to craftsmanship, continuous reinvention, and a multidisciplinary approach to our work. These values resonate profoundly with Centuriam’s pursuit of excellence.

Since its founding in Noma has revolutionised gastronomy by combining meticulous attention to detail with a multidisciplinary approach. It embraces innovation by drawing knowledge from diverse fields and uniting top talents under a common purpose: to continuously redefine excellence. Noma’s commitment inspires us to be adaptable, forward-thinking, and dedicated to crafting bespoke solutions that endure the test of time and market fluctuations.

This analogy captures our core values beautifully: empathy for diverse perspectives, an unwavering pursuit of excellence, and the delivery of emotional experiences that exceed expectations. Reflecting these principles, our team consists of professionals with interdisciplinary backgrounds from finance law People Strategy and culture to manufacturing, accounting, hospitality, fashion, and public service, embodying broad expertise and insight.

At CM, we harmonise traditional values with innovative strategies and collective strengths. Our mission remains clear – to preserve and grow wealth that withstands time, creating enduring, generational value. By blending tradition and innovation, CM stays at the forefront of comprehensive family wealth management, committed to realising “Wealth That Withstands Time.”

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Investing in the Fast Lane: How to Stay Ahead When Technology Rewrites the Rules What kind of mindset and attitude do you believe are important for protecting clients’ assets over the long term?

Akira Kuroki Managing Partner & Director Centuriam Limited

Winner • Rising Star Under 40 - Akira Kuroki

Protecting our clients’ wealth over the long term requires a mindset that balances agility with foresight. In today’s rapidly changing markets, we remain quick and flexible, adapting thoughtfully to daily fluctuations. At the same time, we prepare diligently for the rare but profound disruptions that can reshape economies overnight.

We handle daily market ups and downs by gathering timely information and carefully analysing it, responding thoughtfully but with agility. At the same time, we’re always working behind the scenes, developing detailed long-term strategies and managing risks to weather those significant social and economic changes.

In these unpredictable times, our job isn’t just to react to change but to be forward-thinking partners who help create lasting value. Overcoming the well-known "third-generation curse," where wealth tends to diminish across generations, means blending time-tested traditional assets with a diverse array of alternative investments. We actively apply dynamic, well-diversified portfolio strategies that transcend conventional boundaries.

Our mindset embraces change fearlessly but remains grounded in unwavering responsibility and integrity. This powerful combination empowers us to confidently navigate complex and shifting financial landscapes, ensuring our clients’ assets remain resilient and well-positioned for growth.

Ultimately, we believe this disciplined and forward-looking attitude builds a solid foundation for stable wealth accumulation and lasting prosperity. With a deep sense of responsibility toward the future, we are committed to walking alongside our clients through every step of their financial journey.

How do you identify risks and opportunities while adapting to anticipated technological innovation?

Human evolution has been shaped by leaps in how we think and learn, helping us develop intelligence, values, and a deeper understanding of the world around us.

Throughout history, inventions like writing, printing, media, and the internet have dramatically boosted how we gather and process information, fueling the growth of knowledge and societal values.

Today, technology isn’t just evolving; it’s transforming how societies function and how quickly we must respond. The pace and complexity of this change aren’t just fast – they’re rewriting the rulebook entirely. And that means investors need to rethink how spot risks and opportunities.

Our approach? We start by looking at these tectonic shifts with a historian’s patience and a scientist’s curiosity. We don’t just take one side of the story, we gather insights from all angles, digging deep to understand where true value lies amid the noise.

At the same time, we pay close attention to the smaller signs and subtle shifts. It’s not just about the big picture; we sharpen our senses to real-world developments so we can spot emerging opportunities and potential risks early on.

Moving smoothly between these broad and focused views, we carefully choose investments that offer true and lasting value.

This isn’t a one-time job. As the world and technology keep evolving, we keep questioning and refining our approach, learning from new information and experience. Staying flexible and evolving alongside these changes is key to building sustainable value in uncertain times.

By combining a long view of history with a sharp awareness of today’s changes and balancing deep insight with keen intuition, we identify the risks and opportunities that matter, helping to build a confident and resilient future no matter how fast the world shifts.

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Efinity: Cultivating a Culture of Excellence, Accountability, and Client-Centric Performance How do you cultivate a culture that consistently drives excellence and high performance?

At Efinity, our culture is built on unwavering client-centricity and pure alignment; we operate with a conflict-free business model, earning revenue solely from transparent management and performance fees, accepting zero bank rebates.

This ensures our interests are perfectly aligned with our clients, fostering trust and driving performance. We employ a team-based approach for all client interactions and reporting, utilising a coordinated team of bankers and in-house product specialists to provide comprehensive and holistic solutions.

Finally, we foster a culture of total accountability. Every relationship manager files a detailed call-report after each review session to document discussions, meticulously track action items, and uphold our firm-wide commitment to superior and consistent service. This disciplined 4-step reporting process ensures every client receives the same high-caliber, consistent, and value-added review, reinforcing our pursuit of excellence What are the key challenges you foresee in wealth management over the next five years, and how are you positioning your business to meet them?

Over the next five years, we foresee key challenges in wealth management will revolve around navigating volatile markets, managing complex generational wealth transfers, and continuing to embrace rapid technological advancements.

Efinity is actively positioning its business to meet these challenges head-on by deepening our commitment to disciplined risk management, technological leadership, and multi-generational stewardship. Our strategy in 2024, for instance, emphasised disciplined risk management to deliver superior risk-adjusted returns.

We are continually enhancing our AI capabilities through partnerships to optimise investment decisions and improve risk management, ensuring we protect capital effectively. We are also pioneering in generational wealth transfer, having established comprehensive succession plans for 100% of our client families and actively integrating heirs into advisory processes to foster financial stewardship.

Shirley Chiu - Managing Director Edwin Ng - CEO Efinity Capital Management Pte Ltd

What does winning this award mean to your firm, and how will you use this recognition going forward?

Winning prestigious awards like these serves as a resounding endorsement of our unwavering commitment to our core values, our innovative strategies, and our steadfast dedication to our clients. It validates our efforts in pioneering conflict-free alignment, guiding families through critical succession planning, delivering superior risk-adjusted returns enhanced by AI, and fostering community support.

Going forward, this recognition will be used to reinforce client confidence in our services and validate our model of integrity and innovation. It inspires our team to continue pushing boundaries, maintaining our focus on precision, transparency, and personalised insight. We believe this recognition will further strengthen our brand as a leader in wealth management for Taiwan's leading families and attract new clients who value our distinctive approach. Ultimately, it underscores our promise to persistently raise the bar and set new benchmarks in client partnership and excellence.

Winner • Servicing Taiwanese Clients • Client Reporting (In-house)

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

Quiet Excellence: How Discipline, Partnership, and Clarity are Redefining Modern Wealth Management How do you cultivate a culture that consistently drives excellence and high performance?

At Eightstone, excellence is quiet by design.

We remove unnecessary layers so our people can focus on what truly matters: preparation, precision, and accountability. We don’t manage through pressure or noise.

Instead, we create a calm environment where decisions are made thoughtfully and everyone takes ownership of outcomes.

Hierarchies are flat, discussions are open, and reflection is part of the process. That balance of discipline and trust allows performance to sustain itself over time, not because we demand it, but because people care about the work they do.

What role has collaboration – either internally or with external partners – played in your success?

Collaboration sits at the core of how we operate. Our clients’ wealth often spans borders, structures, and institutions - so partnership is not optional, it’s fundamental.

We work closely with private banks, lawyers, trustees, and other advisors, bringing people together around a shared objective.

Internally, our investment, compliance, and client teams function as one unit. It’s an approach built on alignment, not competition. The result is clarity for clients and efficiency for everyone involved.

What are the key challenges you foresee in wealth management over the next five years, and how are you positioning your business to meet them?

We see three main challenges ahead: complexity, behaviour, and talent. Clients’ lives are increasingly international, which means more cross-border structures, regulation, and reporting. Simplifying that is one of our key responsibilities.

Behavioural discipline is another. The biggest threat to long-term returns isn’t volatility; it’s reaction. Helping clients stay rational through changing conditions will remain central to our work. And finally, talent.

True advisory expertise is becoming rarer in an industry leaning toward product distribution. Our focus is on developing professionals who can think across asset classes, structures, and family dynamics, not just performance numbers.

What does winning this award mean to your firm, and how will you use this recognition going forward?

Chiara Bartoletti Managing Partner & COO Eightstone Pte Ltd

This award means a great deal to us because it recognises consistency, something that is easy to overlook in a fast-moving industry. We have built Eightstone on independence, thoughtfulness, and trust.

Being recognised for that approach reinforces what we believe: that quality, transparency, and calm execution matter as much as performance.

It’s not a finish line, it’s a reminder. A reminder to keep refining, to keep earning trust quietly, and to stay true to what we stand for.

Winner • Based in Singapore • Overall Pan-Asia Client Service

23

Your Aspirations. Our Expertise. 知您所需，共赴人生未历之境

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Navigating Future Challenges and Delivering Excellence in Asian Wealth Management Winner • Servicing Mainland China Based Clients • Overall Digital Engagement (In-house)

Fargo Wealth Group

What role has collaboration - either internally or with external partners - played in your success?

At Fargo Wealth, collaboration is the fundamental driver of our success. As a digital-first multi-family office, we serve next-generation innovators across China and the Asia-Pacific. Our model thrives on the seamless synergy between our internal expertise and a robust external network. Internally, we foster a culture of cross-disciplinary teamwork where our wealth planners, investment consultants, and legal advisors collaborate to address the complex, multifaceted challenges our clients face. This holistic approach ensures every solution is meticulously tailored, efficient, and comprehensive.

Our success is further amplified by a carefully curated ecosystem of external partners, including leading private banks, investment banks, fund managers, and trust companies. This network allows us to provide our clients with access to unique global investment opportunities and a full spectrum of specialised services, including family governance, educational planning, and philanthropy. By operating as an EAM, we ensure our partnerships are structured to prioritise client interests above all else, offering unbiased and highly specialised guidance. This integrated strategy, which combines deep internal knowledge with strategic external partnerships, enables Fargo Wealth to deliver exceptional value and a truly differentiated client experience.

What are the key challenges you foresee in wealth management over the next five years, and how are you positioning your business to meet them?

In the next five years, we see three major forces shaping the wealth management industry: technological disruption, evolving client expectations, and persistent macroeconomic volatility. At Fargo Wealth, we're not just preparing for these changes – we're actively positioning ourselves to lead. We view these challenges as

opportunities to innovate and refine our services, ensuring we remain at the forefront of the industry.

Our strategy starts with technology. As a digital-first firm, we continuously invest in our proprietary platform to enhance efficiency and provide a seamless client experience. We use technology as a powerful tool to deepen relationships, personalising advice with superior data analytics. Beyond returns, the next generation of clients seeks purpose-driven investments and advice that aligns with their values. We've responded by tailoring our services to meet the needs of entrepreneurs.

To address macroeconomic volatility, our approach is centered on diversification and resilience. We provide access to a wide range of global assets, including alternatives, which perform differently from traditional markets and help protect our clients' portfolios.

As an EAM with global booking centers, we're skilled at navigating cross-border complexities and currency risks. By combining our deep understanding of the Asia-Pacific markets with a global reach, we offer dynamic, adaptive investment strategies designed to preserve and grow wealth even in times of uncertainty.

What does winning this award mean to your firm, and how will you use this recognition going forward?

Winning the WealthBriefingAsia EAM Award is a profound honor and a powerful validation of Fargo Wealth's mission and our team's relentless pursuit of excellence. It’s an industry-wide recognition of our differentiated model as a digital-first, client-centric multi-family office. This award highlights our success in blending cutting-edge technology with personalised, expert advice and validates our commitment to operating as an EAM. Ultimately, this is a tribute to the hard work and passion of every member of the Fargo Wealth team.

We will leverage this recognition as a catalyst for continued growth and innovation. The award will help us strengthen client trust and attract top talent. By amplifying our market presence, the award solidifies our reputation as a pioneer in the EAM space and inspires us to continuously enhance our digital offerings and service capabilities. This recognition reaffirms our commitment to our vision of being the preeminent digital-first multi-family office in the region and our mission to "Simply Light Up Wealth" for our clients.

True wealth isn’t measured in zeros.

It’s measured in generations.

Farro, the 12,000-year-old grain that has stood the test of time and continues to thrive today, reflects the ethos behind how we nurture your wealth for generations to come. www.farrocapital.com

Singapore | Dubai | India

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Architects of Legacy: Empowering Families, Shaping Futures

F

arro Capital is a Singapore headquartered independent multi family office and wealth management platform, founded in late 2022. In its first four months of operation, the firm amassed over USD 1 billion in assets under management, and has since grown to manage more than USD 2 billion, serving ultra-high-net-worth clients across 12 markets and four continents. Operating from its base in Singapore and a growing presence in Dubai’s DIFC, Farro delivers holistic, research driven advisory in investment structuring, philanthropy, credit, legacy planning, and governance.

How do you cultivate a culture that consistently drives excellence and high performance?

At Farro, excellence begins with clear purpose and ownership. We brought together senior professionals from leading global institutions – Bank of Singapore, Barclays, UBS, Withers – who share a commitment to independent, client first advice. We reinforce high performance through continuous collaboration, knowledge exchange, and mentorship, while celebrating tangible milestones – like surpassing USD 1 billion AuM in just four months. Our lean structure means every team member – from analysts to directors – is empowered to make meaningful impact, fostering both accountability and innovation.

What key challenges do you foresee in wealth management over the next five years, and how are you positioning your business to meet them?

We anticipate growing complexity from regulatory fragmentation, rising demand for impact-driven solutions, and the need for seamless cross-border services. To meet these challenges, Farro has established its DIFC hub to ensure global continuity and regulatory alignment. We are scaling our philanthropy advisory platform, enabling clients to build legacy structures with governance and impact measurement. Meanwhile, our modular, research led platform ensures agility, allowing us to deliver bespoke solutions that stay ahead of shifting client expectations and compliance standards.

Hemant Surenderjit Tucker CEO Farro Capital Pte Ltd

How do you cultivate a culture that consistently drives excellence and high performance?

Our culture thrives on autonomy anchored in shared values. We recruit for character and competence – specialists who are as principled as they are proactive.

Performance is measured not only by AuM growth, but quality of outcomes, repeat client engagements, and our ability to tailor solutions – even under pressure.

Regular internal forums encourage idea sharing and cross-disciplinary thinking, while leadership remains deeply accessible, reinforcing trust and alignment across the firm.

Can you share a story that best illustrates your team’s commitment to client service or problem solving?

Last year, a client faced urgent cross jurisdictional estate and governance restructuring across APAC and the Middle East. Farro mobilised its Singapore and DIFC teams jointly. Our legal, structuring, and governance experts orchestrated a compliant, tax efficient vehicle setup within days – ensuring continuity and confidentiality. The client later shared that our swift, seamless execution preserved family harmony and provided peace of mind during a sensitive transition. This episode reflects Farro’s defining promise: delivering rapid, thoughtful solutions when it matters most.

Conclusion Farro’s WealthBriefingAsia EAM Award is validation not just of our rapid growth, but of a culture rooted in agility, high conviction, and client-centric excellence – embodying resilience and innovation as our benchmark.

Winner • Portfolio Management • Philanthropy Offering • Succession/Legacy Planning Advisory Service or Proposition • Client Reporting (External) • Chief Executive Officer (CEO) - Hemant Surenderjit Tucker

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Redefining Wealth Management: Innovation, Collaboration, and Client-Centric Excellence What has been the most impactful innovation your firm introduced recently, and how has it shaped client outcomes or internal efficiency?

We recently built a dual-track system for developing structured products that combines internal capabilities with external partner channels. This has strengthened our ability to source and compare market quotes, while improving the efficiency and accuracy of proposals delivered to clients. It reflects our philosophy of professionalism and client-centricity: by innovating in how we work, we ensure clients receive the best solutions with transparency, speed, and integrity.

How do you cultivate a culture that consistently drives excellence and high performance?

We believe excellence is not an occasional achievement but a core responsibility to clients. To foster this, we anchor the firm on three pillars: professionalism in everything we do, innovation to stay ahead of change, and a client-first mindset. We reward collaboration over silos, invest in continuous learning and cross-border exposure, and hold ourselves accountable to the principle that reputation is the cornerstone of our family office. Aligning our people with these values makes high performance a natural outcome.

What role has collaboration – either internally or with external partners – played in your success?

Collaboration is central to our success and at the heart of how we operate. Internally, teams work seamlessly across investment, legal, tax, and client management to provide holistic solutions tailored to each client’s needs. By breaking down silos and encouraging open communication, we respond quickly to client challenges and adapt to changing market conditions.

Externally, we carefully select trusted partners – including tax experts, legal advisors, and private banks – to extend our capabilities. These partnerships allow us to offer comprehensive services, from cross-border tax planning to estate management.

For example, when advising on family trust structures or cross-border asset transfers, we collaborate with top-tier experts across jurisdictions to ensure effective, tax-efficient solutions. Ultimately, this approach enhances our ability to deliver quality, innovative outcomes.

Where do you draw inspiration for innovation – within the wealth industry or beyond it?

Innovation in wealth management comes from both within and beyond the industry. While the sector continues to evolve through trends such as impact investing, AI-driven tools, and personalisation, the wider landscape also inspires new thinking.

For instance: 1. Technology and Fintech: Fintech developments, including blockchain, digital wallets, and automated lending, have transformed financial services, shaping wealth management through greater transparency, security, and accessibility.

2. Customer-Centric Models: Industries like tech prioritise seamless, personalised customer experiences. Wealth firms are adopting similar models, using data and AI to deliver tailored investment strategies and communication.

3. Sustainability and Social Impact: The sustainability movement across sectors has driven more environmentally and socially conscious practices. Its influence in wealth management is reflected in the growth of ESG and impact investing.

4. Health and Wellness: The wellness sector has embraced holistic experiences, blending mental, physical, and financial wellbeing. Some wealth firms now combine financial advisory with holistic wealth management to support life balance and peace of mind.

Revina Zhou Founder & CEO Jadeite Capital (Asia) Pte Ltd

Winner • Family Office Proposition

Make your Legacy last for Generations

lci.com.sg

Tailored wealth management and family office solutions, responsible stewardship for your assets today, safeguarding your legacy for tomorrow.

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Award-Winning Innovation: Lumen Capital Redefines Independent Wealth Management What has been the most impactful innovation your firm introduced recently, and how has it shaped outcomes or internal efficiency?

Jan P. Dirkmann CEO & Managing Partner Lumen Capital Investors Pte Ltd

Our strategic merger with Aument Capital Partners represents our most transformative innovation. By combining LCI's independent asset management platform with Aument's specialised entrepreneurial focused family office services, we've created a truly comprehensive wealth management solution. This integration has dramatically enhanced our operational efficiency – we can now handle everything from investment management, global consolidation, to administrative support, regulatory filings, and capital call coordination under one roof. Our clients no longer need to coordinate between multiple service providers, which has streamlined their experience and allowed us to deliver more cohesive, personalised solutions. The open-architecture model we've maintained ensures that innovation serves client interests without proprietary conflicts.

What are the key challenges you foresee in wealth management over the next five years, and how are you positioning your business to meet them?

Winner • Investment Advice • Alternatives or Hedge Fund Advice

Three major challenges stand out: increasing regulatory complexity, growing demand for truly independent advice free from product conflicts, and the sophisticated needs of Asia's entrepreneurial wealth creators. We're uniquely positioned to address all three. Our comprehensive technology solution supports administrative requirements, handles filings and compliance requirements that often overwhelm families. Our unwavering commitment to open architecture and independence directly addresses client concerns about conflicts of interest, something traditional wealth managers struggle with. For entrepreneurs specifically, we understand that their wealth management needs extend far beyond investment returns – they need operational support, capital call management, and specialised

services that traditional firms simply don't provide. Our presence in Singapore's financial heart, combined with our technology and open platform approach, positions us to scale these solutions as Asian wealth continues to grow.

What role has collaboration – either internally or with external partners – played in your success?

Collaboration is fundamental to our model and success. Externally, our strategic partnerships with premier custodian banks including Bank of Singapore, Bordier, LGT, Julius Baer, UBS and VP Bank provide our clients with flexible banking solutions and access to best-in-class investment platforms. These relationships allow us to implement customised solutions across multiple banking partners based on client preferences rather than firm constraints.

Internally, the merger itself exemplifies our collaborative philosophy – both leadership teams are working together to ensure continuity while leveraging our combined expertise to provide a unique proposition to our clients.

What does winning this award mean to your firm, and how will you use this recognition going forward?

This recognition validates our vision that the future of wealth management lies in true independence, comprehensive service delivery, and unwavering client focus. For our team, it affirms that our merger strategy and commitment to serving entrepreneurial families resonates in the market.

We'll leverage this recognition to accelerate our platform's growth across Asia, attracting both talent and clients who share our values. More importantly, it reinforces our responsibility to continue innovating and setting new standards for independent wealth management. This award isn't an endpoint but rather momentum to further develop our service offerings, deepen our banking partnerships, and ensure we remain at the forefront of addressing evolving client needs in Asia's dynamic wealth landscape.

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

33

Investment at Our Core: Precision Asset Management for Funds and Family Wealth

Oakwise Capital Management Limited

Winner • International Wealth Planning • Family Governance & Stewardship • Private Equity • Leading Individual - Richard Zhang

O

akwise Capital is a comprehensive asset management company, anchored by a deeply experienced management and investment team specialised in capital markets, fund management, and Multi-Family Office services. Renowned for our strategic investment approach and robust performance track record, we have earned many prestigious industry awards.

What has been the most impactful innovation your firm introduced recently, and how has it shaped client outcomes or internal efficiency?

Oakwise Capital excels in diversified asset allocation, underpinned by years of experience navigating complex capital markets and economic cycles. Oakwise Capital consistently identifies

high-conviction opportunities with strong return potential. Recently, Oakwise Capital has actively participated in the dynamic Hong Kong IPO market, playing a significant role in the successful listings of prominent enterprises such as CATL, Zijin Gold, Xunfei Healthcare, Zhejiang Sanhua, and Lens Technology – all of which have generated substantial returns.

Within the realm of private equity, Oakwise Capital maintains a strategic focus on high-growth sectors including robotics, artificial intelligence, new consumption, and healthcare. Representative investments include Unitree Robotics and SpaceX, both of which are recognised as global industry leaders with considerable long-term growth potential.

For family office sector, Oakwise Capital offers a unique value proposition, aligning interests with clients. Oakwise Capital’s Multi-Family Office service provides comprehensive, tailored solutions including trust, wealth succession, tax planning, and family governance, primarily serving prominent shareholders of listed companies.

What role has collaboration – either internally or with external partners – played in your success?

Collaboration is central to Oakwise Capital’s success. We leverage our extensive project resources and industrial networks to access top-tier investment opportunities. Maintaining close partnerships with leading global investment banks and buy-side institutions, Oakwise Capital accesses premier projects and products to deliver the best-fit investment solutions for clients.

What are the key challenges you foresee in wealth management over the next five years, and how are you positioning your business to meet them?

Oakwise Capital anticipates key challenges in wealth management over the next five years, including the increasing geopolitical tensions, the rise of digital assets and virtual currencies, the advancement of AI, and the generational wealth transfer in Greater China.

Oakwise Capital is gradually expanding our understanding of virtual asset investments while actively broadening and deepening our expertise in traditional investment areas. To ensure seamless generational wealth succession, Oakwise Capital’s Multi-Family Office emphasises educating heirs and establishing robust trust structures that strike a balance between innovation and prudence.

Where do you draw inspiration for innovation – within the wealth industry or beyond it?

At Oakwise Capital, innovation stems from real-life experiences and meaningful dialogue – with industry leaders, fund managers, and clients. These interactions inspire forward-thinking investment strategies that align with societal progress, enabling us to deliver personalised, high-impact solutions while capturing global market opportunities.

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

35

Pinnacle Capital Asia: Tracing the Path to Investment Success Winner • Fund Selection/Asset Allocation Programme • Thematic Investment Proposition or Strategy

Pinnacle Capital Asia

What do you attribute the factors that contribute to your success?

Our success is rooted in a disciplined investment philosophy that we have translated into four key principles. The most important is independent thinking.

The basic idea in our stock picking is to allow quality to compound over time. Rather than chasing fleeting trends, we invest in exceptional businesses with durable competitive advantages, allowing us to allocate capital efficiently and generate high returns over the long term. This focus helps create the powerful effect of letting quality compound over extended periods of time.

Technological and societal trends tend to be more enduring and predictable and hence gives more visibility compared to macro trends. We seek to position ourselves to benefit from these powerful secular trends like artificial intelligence, precision medicine or shifts in consumer innovation.

Finally, having the conviction to hold onto our winners is crucial.

Once we identify a great business, we have the patience and discipline to hold through market volatility. We believe that kind of longterm commitment is key to unlock the full value of our investments.

So overall, it’s really a combination of independent thinking, focusing on quality, aligning with secular trends and maintaining long-term conviction that underpins our success.

Describe the team dynamics of your team?

Our team dynamic is built on a culture of openness and intellectual honesty. We believe that great ideas should be recognised and embraced, regardless of who they come from, because every voice counts. We maintain a very flat structure which encourages open dialogue and healthy debate, where ideas are routinely questioned.

Everyone, is encouraged to speak up and challenge perspectives. We see no such thing as a “stupid question.” This approach is critical

because it helps us avoid echo chambers and biases that can blind us to important insights. By routinely questioning ideas and stress-testing our assumptions, we ensure that we arrive at the best possible conclusions.

Another important aspect of our team dynamic is the recognition that nobody can know everything. We value curiosity and encourage everyone to ask questions and seek help when needed. In our culture, this is viewed as a strength rather than a weakness. It fosters a collaborative environment where we leverage our collective intelligence. It’s a key reason why we’re able to make better, more informed investment decisions that benefit our investors over the long term.

How do you ensure the continued success of the fund?

Our continued success hinges on two key commitments: a structural alignment of interests and a culture dedicated to learning.

These principles are at the core of how we operate every day.

We built the fund on the belief that our interests are completely aligned with those of our clients’. That alignment isn’t just philosophical; it built into our structure. One of our core values is When our clients win, we win. This structure fosters a real sense of ownership and accountability across the entire team. There’s no greater motivation.

Equally important is our commitment to continuous learning. The world doesn’t stand still; markets shift, new technologies emerge, industries shift and consumer behaviours change; we know we must evolve with it. That’s why we foster a culture of curiosity. Our job is to keep learning every single day, whether it is diving deep into a new business model, understanding changing consumer trends or disruptive innovations. We must remain humble and adaptable, not for the sake of change, but to keep our process robust and forward-looking. Staying humble, curious, and open, is the posture we need to navigate this dynamic environment.

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

37

Serving Our Client’s Best Interest With Unwavering Independence

F

Jean-Philippe Crochet CEO SUNLINE Wealth Management

ounded in Singapore in 2007, we have earned the trust of high-net-worth individuals, families, trust companies, and institutions to manage their financial affairs. Sunline's reputation is built on the extensive financial, business, and investment expertise of our practitioners.

We are uniquely positioned to help clients structure their wealth and build investment portfolios that align with their profiles, objectives, and specific needs.

Privately owned and operated by two Swiss families, our independence is a cornerstone of our business. Our revenues are transparently generated from our clients, with no financial contributions from third parties that could create conflicts of interest.

Sunline manages five family-dedicated funds holding a diverse range of assets with estate purposes. Additionally, we oversee height in-house traditional and alternative investment funds, available to our clients and external accredited investors. These funds are incorporated in both Luxembourg (SICAV) and Singapore (SVCC). We also manage thematic certificates on an opportunistic basis.

Sunline takes pride in its philanthropic initiatives led by the Sunline Foundation.

The Foundation's philosophy is to support needy communities in Southeast Asia by providing education, materials, and funds to foster a sustainable future.

What has been the most impactful innovation your firm introduced recently, and how has it shaped client outcomes or internal efficiency?

Winner • Wealth Planning

Our most impactful innovation has been the full integration of a next-generation Portfolio Management System that consolidates both traditional and private assets across global custodians. This technological advancement transformed the way we serve our clients by offering real-time visibility, enhanced risk oversight, and customised reporting capabilities.

Internally, the innovation streamlined data processing and decision-making, allowing our investment teams to focus more on strategy rather than administration.

For our clients, it reinforced transparency and empowered them to make timely, informed decisions in partnership with their advisors. This initiative perfectly embodies our philosophy of combining technological excellence with human expertise to create measurable impact.

What role has collaboration – either internally or with external partners – played in your success?

Collaboration lies at the heart of our success. Internally, it fosters the exchange of perspectives between our investment specialists, compliance experts, and relationship managers, ensuring that each client’s portfolio reflects a comprehensive understanding of their goals.

Externally, our partnerships with global custodians, independent fund managers, and data providers allow us to deliver sophisticated solutions with the agility of a boutique firm. This collaborative framework enables us to leverage best-in-class expertise while maintaining the independence that defines our culture. Ultimately, it ensures our clients benefit from collective intelligence rather than isolated opinions.

What are the key challenges you foresee in wealth management over the next five years, and how are you positioning your business to meet them?

The coming years will bring heightened regulatory scrutiny, rapid technological change, and a generational shift in wealth transfer. These trends require firms to balance innovation with integrity. At Sunline, we are preparing by reinforcing our governance frameworks, investing in digital infrastructure, and nurturing talent capable of navigating both financial and technological complexities.

We believe that the firms best equipped for the future will be those that can combine human judgment with technological intelligence, remaining adaptable without compromising trust. Our commitment is to evolve ahead of the curve while safeguarding the principles that earned us our clients’ confidence.

WINNER: Carret Private Capital Limited

WINNER: Centuriam Limited

WINNER: Efinity Capital

WINNER: Eightstone Pte. Ltd.

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 Residency and Citizenship by Investment Collectibles & Art | Philanthropy | Social Impact Investing Flexible Fee Structure Aligned to Performance Experience of a Seasoned Team

www.tauruswealth.com

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

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

41

Taurus: Building Excellence Through Leadership, Collaboration and Long-Term Commitment How do your firm cultivate a culture that consistently drives excellence and high performance?

At Taurus, we have a dedicated and professional team with strong leadership and team dynamics. The senior management lead by example, fostering a culture of empathy, continuous improvement and excellence.

The experience, knowledge and energy of our committed team are the key to the Taurus' success. Many have been with the firm for over 10 years, and we are developing and growing every day.

What role has collaboration - either internally or with external partners - played in your success?

Internal collaboration with all team members enhances communication and efficiency, building a high level of camaraderie. This allows us to thrive in fluctuating work environments and maintain team morale, proving essential for long-term success.

External collaboration is also very important as it exposes us to new knowledge, technologies, skills, and best practices, which improve organisational capabilities and make the firm more competitive.

How do your firm identify and develop future leaders within your organisation?

Ashley Tan Managing Director, Head of Compliance Taurus Wealth Advisors Pte Ltd

Identifying and promoting good leaders within an organisation is crucial for the success and growth of any business.

Taurus fosters a work culture which involves open discussion, embracing diverse perspectives and driving engagement, innovation, and trust, enabling us to identify and develop future leaders.

The firm implements strategies to make leadership opportunities accessible to all qualified candidates, developing self-awareness, empathy, and interpersonal skills to help potential leaders inspire and manage teams effectively.

Winner • Female Executive - Ashley Tan

What does winning this award mean to your firm, and how will you use this recognition going forward?

Winning this award is validation of hard work of the entire Taurus team.

The accolades won by Taurus over the years and award such as this recognition is manifestations of such success.

A perfect equation Offering the same quality service and long-term relationships that our founding shareholders have developed over decades in Switzerland.

We help forward-thinking individuals, families, entrepreneurs and professionals protect and grow their wealth.

Find out how we can help you on www.trilake-partners.com

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

43

TriLake: Smart About Focus, Scalability, Compliance and its Value Proposition How do you differentiate your service?

We believe portfolios should be designed in the image of the clients and rooted in a understanding of their needs.

Most often, our clients’ previous experiences with the wider financial industry has led them to think of investing as a shopping exercise: buying the right things at a good price at the right time.

It’d be great if you could do that all the time but nobody can.

Correct. That shopping mindset puts the focus on products and how wide the shelf is. Would you rather listen to a pharmacist who can provide all the products or to a physician who can provide the diagnosis and course of treatment?

Lucie Hulme Chief Executive Officer TriLake Partners

A product-centred approach also drives risk-seeking near market peaks and loss aversion at the bottoms. Financial markets can be very unkind to such an approach.

So what approach do you take for people that engage TriLake Partners?

TriLake Partners build and manage portfolios with one overarching question: Given what our client wants to do with their money tomorrow, what should their portfolio look like today?

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

This means helping the client articulate clear and specific objectives and translating these to quantified risk and return parameters.

Those parameters serve as our north star.

It’s a liberating experience for clients when they realise that they don’t have to stress about asset allocation or security selection or market timing.

Where do you see the firm progressing in the next five years?

There’s tremendous room for growth.

After all, investment management is still a relatively young discipline.

Our firm has grown with the steadfast guidance of our shareholders who manage three successful asset management firms in Switzerland. We can draw on the collective experience of these firms and our own veteran team.

We can expect some sea changes over the next years but the ranks of people who could greatly benefit from our services only keeps growing, especially in this side of the world.

There are and will be many business opportunities and we must be smart about focus, scalability, compliance and our value proposition.

Our policies and procedures could look different five years from now with rapid developments in the digital space, ESG, the movement of capital and labour amongst multiple jurisdictions. But our evolving practice will always serve our mission to be responsible stewards of our clients’ wealth.

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

45

Institutionalising Independence: WMA’s Strategic Evolution The Power of Our People Everything starts with our team. At WMA, our edge lies in our people – 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.

Staying Ahead of the Curve We stay on the front foot by remaining curious and continuously 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 offerings – without losing sight of what makes us human: trust and relevance.

Facing Challenges and Learning Lessons We’ve 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.

The regulatory environment today leaves no room for sloppiness. We’ve had to say no to easy wins that didn’t fit our model, and that discipline has served us well.

We’ve also embraced the reality that sometimes 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 to build strong bones: compliance, infrastructure, and culture.

This discipline has allowed us to grow sustainably while delivering consistent value to clients and partners.

Reaching an Award-Winning Level We achieved this level of recognition because we made hard choices – choosing quality over quantity. We built a platform that gives clients access to the breadth of a large institution without the constraints and conflicts that usually come with it.

Our move toward institutionalisation wasn’t just a business strategy; it was a necessity. The “two-man boutique” model doesn’t scale, doesn’t attract top talent, and ultimately doesn’t serve clients in the long term. WMA is built to last, with structure, specialisation, and substance at its core.

Stephan Repkow Founder & CEO Wealth Management Alliance Pte Ltd

What also sets us apart is our ability to deliver scale without sacrificing the personal, high-touch service that this industry was built on.

The Future of Independent Wealth Management Looking ahead, the independent wealth space will likely polarise. Boutiques that remain small without evolving with industry best practices will either disappear or stay sub-par, while firms like WMA – offering true substance and specialisation – will lead the way.

Clients are becoming more demanding and informed, and the next generation expects a streamlined, transparent, and institutional-grade experience. At WMA, we’re ready to meet that future with strength, adaptability, and purpose.

Winner • Assets Between US$ 1 Billion and US$ 5 Billion AuM

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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.

The North American wealth management market is one of the largest and most diverse in the world, and is markedly different from those in Europe and the Asia-Pacific region. Multi and single family offices in particular are a well-entrenched,integral part of the private wealth management landscape. Family Wealth Report provides need to know business intelligence in a convenient and easy-to-read format – straight to subscribers’ inboxes every day.

Nowhere else will you find such high quality, in-depth and often exclusive content all in one place.

WEALTH MANAGEMENT AND PRIVATE CLIENT EVENTS AND AWARDS SERIES A unique thought-leadership platform, WealthBriefing’s events foster intellectual debate on the challenges and opportunities facing the industry and are designed to be an optimal use of wealth managers’ precious time and present an excellent networking opportunity.

WealthBriefing has added to its offering for the global private banking and wealth management communities by running thirteen annual awards programmes for the family office, private banking, wealth management and private client communities.

The awards programmes are 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

BESPOKE RESEARCH SERVICES WealthBriefing has unrivalled access to the most senior wealth management professionals across the globe, meaning that our research reports represent guides to future best practice as much as being barometers of current industry trends.

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WINNER: Fargo Wealth Group

WINNER: Jadeite Capital (Asia) Pte Ltd

WINNER: Lumen Capital Investors Pte Ltd

WINNER: Oakwise Capital Management Limited

AW•ASIA PACIFIC | MIDDLE EAST A directory of wealth management, private banking, and other services for US, Canadian, and Latin American citizens, residents, and expats

americanswelcome.asia

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

50

The WealthBriefingAsia External Asset Management (EAM) Awards Winners 2025 INTERNATIONAL CATEGORIES (COMPANY) Servicing Mainland China Based Clients

Servicing Hong Kong Clients

WINNER

Servicing European Clients

Servicing Japanese Clients

WINNER

Servicing Thai Clients

WINNER

WINNER

Servicing Singapore Clients WINNER

WINNER

Servicing Taiwanese Clients WINNER

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

Based in Singapore

Based in Thailand WINNER

WINNER

We are the voice of EAMs and Family Offices

No matter who you are, where you come from, we are unified by the same purpose – uplift the EAM sector in Singapore. At AIWM Singapore, we represent the interests of EAMs and Family Offices. We work closely with you, the stakeholders and the regulators - facilitate more interactions, forge relationships, foster dialogues - and build a more robust, inclusive and cohesive EAM/FO community.

JOIN AIWM SINGAPORE

aiwm.sg

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

52

SPECIALIST PAN-ASIA CATEGORIES (TEAM/OFFERING) Investment Advice

Alternatives or Hedge Fund Advice WINNER

Philanthropy Offering

Portfolio Management WINNER

Succession/Legacy Planning Advisory Service or Proposition WINNER

International Wealth Planning

Fund Selection/Asset Allocation Programme

Next-Gen Programme

WINNER

WINNER

Family Office Proposition

WINNER

Digital Assets Advice or Proposition WINNER

WINNER

Private Equity

Thematic Investment Proposition or Strategy WINNER

Wealth Planning

WINNER

Family Governance & Stewardship WINNER

WINNER

WINNER

WINNER

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ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

54

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

Overall Digital Engagement (In-house) WINNER

WINNER

PAN-ASIA EXTERNAL TECHNOLOGY SOLUTION PROVIDER CATEGORY (COMPANY) Client Reporting (External) WINNER

OTHER PAN-ASIA CATEGORIES (COMPANY) Newcomer

Growth Strategy WINNER

Overall Pan-Asia Client Service WINNER

WINNER

OVERALL PAN-ASIA CATEGORIES (COMPANY) Assets Between US$ 500 Million - US$ 1 Billion AuM WINNER

Assets Between US$ 1 Billion And US$ 5 Billion AuM WINNER

Overall Pan-Asia External Asset Manager (Company) WINNER

WINNER: Pinnacle Capital Asia Private Limited

WINNER: SingAlliance Pte Ltd

WINNER: TriLake Partners

WINNER: Sunline Wealth Management

ACCLAIM | WEALTHBRIEFINGASIA RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

56

PAN-ASIA LEADERSHIP-BASED CATEGORIES (INDIVIDUAL) Rising Star Under 40

WINNER

AKIRA KUROKI

Female Executive

WINNER

RICHARD ZHANG

WINNER

ASHLEY TAN

Chief Executive Officer (CEO)

Leading Individual

Thought Leadership

WINNER

JACKSON NG

WINNER

Lifetime Achievement

HEMANT SURENDERJIT TUCKER

URS BRUTSCH

WINNER

WINNER: Wealth Management Alliance Pte Ltd

WINNER: Efinity Capital

WINNER: Eightstone Pte Ltd

WINNER: Farro Capital

UPCOMING GLOBAL AWARDS SERIES 2025 20

NOV

DUBAI

WealthBriefing MENA Awards

03

JERSEY

05

GENEVA

04

ZURICH

30

NEW YORK

DEC

WealthBriefing Channel Islands Awards

2026 20

MIAMI

19

AMERICAS

19

LONDON

28

SINGAPORE

JAN

FEB

MAR

MAY

Family Wealth Report Miami Awards incorporating Latin America & the Caribbean

WealthBriefing WealthTech Americas Awards

WealthBriefing European Awards

WealthBriefingAsia & Greater China Awards

FEB

MAR

APR

TBC

WealthBriefing Swiss Awards

WealthBriefing Swiss EAM Awards

Family Wealth Report Awards

LONDON

WealthBriefing Wealth For Good Awards

www.wealthbriefing.com

LEARN MORE & JOIN THE AWARDS

www.wealthbriefingasia.com www.familywealthreport.com