The WealthBriefingAsia Awards 2027
Please note that this is the first stage of the nomination process. If you subsequently decide not to continue with entering these awards, you are under no obligation to do so.
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CATEGORY SELECTION
PAN-ASIA CATEGORY
OVERALL ASIA PRIVATE BANK
Awarded To: The best overall private bank in Asia. The winner will be chosen from amongst all entrants to the individual categories. This includes entrants to the WealthBriefingAsia Greater China Awards Banking Categories. This category doesn't need to be entered separately.
PRIVATE BANKING CATEGORIES (SOUTH-EAST ASIA)
OVERALL SOUTH-EAST ASIA PRIVATE BANK
Awarded To: The best local or international private bank.
INTERNATIONAL CLIENTS TEAM
Awarded To: A team whose clients are NOT domiciled in the jurisdiction in which the bank itself operates. Focus can be either HNW or UHNW.
UHNW TEAM
Awarded To: A team which looks after clients with over USD 30 million with the bank.
HNW TEAM
Awarded To: A team which looks after the investments of clients with between USD 5 million and USD 30 million in investable wealth.
BILLIONAIRE TEAM
Awarded To: A team or organisation with a specific service or offering for individuals or families with more than USD 1 billion in investable wealth.
WEALTH PLANNING TEAM
Awarded To: A wealth planning team within a private bank that services the UHNW market.
PURE PLAY PRIVATE BANK
Awarded To: A stable and independent pure play private bank providing diverse and innovative wealth management services at the core of its business.
INDEPENDENT BOUTIQUE PRIVATE BANK
Awarded To: A private bank known for its agility, adaptability, and client-centric approach, often able to respond quickly to client needs, which can be difficult for larger institutions to match.
INSTITUTION-OWNED BOUTIQUE PRIVATE BANK
Awarded To: An institution-owned private bank known for its agility, adaptability, and client-centric approach, often able to respond quickly to client needs, which can be difficult for larger institutions to match.
CLIENT SERVICE
Awarded To: A private bank with an excellent and innovative overall client service.
INVESTMENT MANAGEMENT PLATFORM
Awarded To: A private bank which demonstrates a superior client investment management platform.
CREDIT PROVIDER
Awarded To: A private bank that provides credit services for family offices or UHNW clients.
DISCRETIONARY PORTFOLIO MANAGEMENT PROVIDER
Awarded To: A private bank that provides a discretionary portfolio management offering.
CUSTOMER FACING DIGITAL CAPABILITIES
Awarded To: A private bank which demonstrates superior client facing digital capabilities (direct to customer or in support of client advisors).
PRIVATE BANKING EMPLOYER OR TALENT MANAGEMENT INITIATIVE
Awarded To: A private bank that has demonstrated its ability to attract and retain its employees through a combination of skillful recruitment or talent management.
NRI/NRP CLIENT
Awarded To: A team within a private bank that services the needs of non-resident Indians or Pakistani nationals.
INNOVATIVE CLIENT SOLUTION
Awarded To: A private bank offering a truly innovative service to the Asia private client.
INNOVATIVE TECHNOLOGY SOLUTION
Awarded To: An institution that has developed innovative products and services for their clients as part of a solutions-focused service model.
PRIVATE BANKING CATEGORIES (COUNTRY SPECIFIC)
PRIVATE BANK OR WEALTH MANAGER (VIETNAM)
Awarded To: A private bank or wealth manager either based in Vietnam or with a team that services the Vietnam market.
PRIVATE BANK OR WEALTH MANAGER (SINGAPORE)
Awarded To: A private bank or wealth manager which, based in Singapore, services the U/HNW market with excellence.
PRIVATE BANK OR WEALTH MANAGER (INDONESIA)
Awarded To: A private bank or wealth manager servicing Indonesia-based clients.
PRIVATE BANK OR WEALTH MANAGER (THAILAND)
Awarded To: A private bank or wealth manager with a local operation in Thailand or a team targeting Thai clients.
PRIVATE BANK OR WEALTH MANAGER (MALAYSIA)
Awarded To: A private bank or wealth manager servicing Malaysian clients or with a local operation in Malaysia.
WEALTH PLANNING SOLUTION (SINGAPORE)
Awarded To: A wealth manager which, based in Singapore, has a stand-out wealth planning proposition.
PRIVATE BANKING OPERATION (INDIA)
Awarded To: An Indian-based private bank serving predominantly domestic clients in the Indian subcontinent.
INDEPENDENT ASSET MANAGER (INDIA)
Awarded To: An Indian-based wealth manager serving predominantly domestic clients in the Indian subcontinent.
PRIVATE BANK, EXTERNAL ASSET MANAGER OR MFO (SOUTH KOREA)
Awarded To: Private banks and asset managers servicing the South Korean high net worth market.
EXTERNAL ASSET MANAGEMENT (EAM) CUSTODIAN CATEGORIES (SOUTH-EAST ASIA)
INNOVATIVE CLIENT SERVICE MODEL FOR EXTERNAL ASSET MANAGERS
Awarded To: A custodian offering an exceptional service offering for the EAM market.
NEW ENTRANT - CUSTODIAN FOR EXTERNAL ASSET MANAGERS
Awarded To: A bank entering the EAM market over the past year with an attractive proposition.
OVERALL CUSTODIAN FOR EXTERNAL ASSET MANAGERS
Awarded To: A custodian offering an exceptional service to the EAM sector over several years.
INVESTMENT MANAGEMENT CATEGORIES (SOUTH-EAST ASIA)
INDEPENDENT WEALTH MANAGER
Awarded To: An independent wealth manager which has a demonstrably client-focused and innovative model.
FUND MANAGER
Awarded To: A provider of collective investments for the HNW community.
ASSET MANAGEMENT FIRM
Awarded To: An asset manager with a significant proportion of private client assets and a dedicated offering.
ALTERNATIVE FUND MANAGER
Awarded To: Providers of alternative investments for the HNW community.
ALTERNATIVE INVESTMENT MANAGER
Awarded To: A wealth manager whose alternative investments are available to private clients.
ETF PROVIDER
Awarded To: A fund/asset manager that makes exchange-traded products available for local wealth management clients.
PENSIONS ADVISOR OF THE YEAR
Awarded To: A firm or individual who offers financial advice in the field of pensions, structuring and investment advice.
FX SOLUTION PROVIDER
Awarded To: A local provider of foreign exchange services to wealth management organisations or clients.
PRIVATE CLIENT CATEGORIES (SOUTH-EAST ASIA)
LEGAL TEAM (OVERALL)
Awarded To: A law firm team dedicated to servicing the private client industry.
LEGAL TEAM - FAMILY OFFICE SERVICES
Awarded To: A law firm team dedicated to servicing UHNW individuals and family offices with an innovative and/or client focused approach to their specific requirements.
LEGAL TEAM - WEALTH PLANNING AND STRUCTURING
Awarded To: A law firm which offers clients legal advice related specifically to financial investments or asset allocation
OUTSTANDING LAWYER
Awarded To: An individual lawyer dedicated to private client issues.
ACCOUNTANCY TEAM
Awarded To: A team in an accountancy firm/consultancy specialising in reporting, transacting or wealth structuring for private clients.
TAX TEAM
Awarded To: An organisation providing tax services for the private client community.
INDEPENDENT TRUST OR FIDUCIARY COMPANY
Awarded To: A trust company independent of larger non-trust businesses for instance not part of a bank, law firm or accountancy firm.
INSTITUTIONAL TRUST OR FIDUCIARY COMPANY
Awarded To: A trust company that is part of a non-trust parent.
ESTATE PLANNING
Awarded To: An organisation that provides estate planning advice to private clients.
MARKETING/PR CATEGORIES (SOUTH-EAST ASIA)
BEST OVERALL MARKETING TEAM
Awarded To: A marketing team within a wealth manager or private client practitioner which can demonstrate excellence in promoting their services through a range of marketing channels. This includes in-house PR teams or PR agencies
INNOVATIVE MARKETING OR PR CAMPAIGN
Awarded To: An organisation or team which has used innovative methods to promote their services or to raise their profile either within the industry or to clients. This can include a specific launch/re-launch or campaign.
SPECIALIST WEALTH MANAGEMENT CATEGORIES (SOUTH-EAST ASIA)
INSURANCE OR LIFE ASSURANCE OFFERING
Awarded To: An organisation which helps private clients mitigate risk through innovative financial products.
CORPORATE SOCIAL RESPONSIBILITY
Awarded To: An organisation with an exceptional record in being modern, responsible and inclusive.
EXECUTIVE SEARCH FIRM
Awarded To: An executive search firm with a focus or specialised team covering wealth management. Offering fully tailored talent acquisition services and providing exceptional client and candidate care.
INTERNATIONAL FINANCE CENTRE
Awarded To: An IFC servicing Asia jurisdictions.
REAL ESTATE ADVICE
Awarded To: An organisation offering real estate advice to HNW and UHNW clients.
PHILANTHROPY OFFERING/INITIATIVE OF THE YEAR
Awarded To: A private client business or practitioner which advises individuals or families on their philanthropic activities.
MOST PROMISING NEW ENTRANT
Awarded To: An established or new entrant that has entered a new market, client segment or product and service area which they perceive to be under served.
M&A ADVISOR
Awarded To: A corporate finance and deals provider that has expertise in the wealth sector.
EXCELLENCE IN SERVICING NORTH AMERICAN CLIENTS
(Supported by Family Wealth Report)
This award is sponsored by Family Wealth Report the sister publication of WealthBriefingAsia covering wealth management news within the American market. It recognises the institution offering the best service to South-East Asia-based North American Clients.
WEALTH MANAGEMENT M&A DEAL
Awarded To: An outstanding merger and/or acquisition deal between wealth managers.
FAMILY GOVERNANCE SERVICES
Awarded To: A wealth manager providing advisory services relating specifically to family governance.
NEXT-GEN PROGRAMME
Awarded To: A provider of advisory services or range of programmes relating specifically to the management of next generation (next-gen) family wealth.
FAMILY WEALTH ADVISORY OFFERING
Awarded To: A provider of advisory specific or general services relating to the management of family (or SFO) wealth.
GLOBAL CITIZENSHIP/IMMIGRATION OFFERING
Awarded To: An organisation that offers assistance in accessing citizenship programmes.
REGIONAL PARTNERSHIP
Awarded To: A wealth management organisation or private bank that has partnered with a regional player or players.
MANAGEMENT CONSULTANCY (NON-TECH)
Awarded To: Any organisation which advises wealth managers on corporate strategy and business models.
OVERALL ESG OFFERING
Awarded To: An organisation with an outstanding ESG proposition and offering.
OVERALL SUSTAINABILITY OFFERING
Awarded To: An organisation with an outstanding sustainability proposition and offering.
OVERALL IMPACT INVESTING OFFERING
Awarded To: An organisation with an outstanding impact investing proposition and offering.
OVERALL DIVERSITY & INCLUSION OFFERING
Awarded To: An organisation with an outstanding diversity and inclusion proposition and offering.
DIGITAL ASSETS OFFERING, ADVICE OR SERVICE
Awarded To: A manager with a digital assets offering or service advising clients investing in blockchain, crypto or tokenisation investments.
ART AND PRIVATE COLLECTIONS
Awarded to: A firm providing services around private collections including art, classic cars, wine, stamps, jewellery and others, including sale and purchase, storage and displays, maintenance, restoration, valuation, insurance, finance and transfer to the next generation.
CORPORATE SERVICES
Awarded To: A corporate services firm in the private client arena.
WealthTech Categories (Pan-Asia)
OVERALL ASIA WEALTHTECH PROVIDER
Awarded To: A technology business specialising in wealth management in the Asia market.
ONBOARDING PRODUCT
Awarded To: A wealth-management focused provider operating in the Asia market that offers onboarding solutions.
CLIENT LIFECYCLE MANAGEMENT
Awarded To: A technology provider operating in the Asia market that offers solutions in any aspect of the client journey.
CRM PROVIDER
Awarded To: A technology business providing client relationship solutions to Asia wealth management businesses.
TRANSACTION PROCESSING
Awarded To: A transaction processing solution provider operating in the Asia wealth management market.
PORTFOLIO MANAGEMENT
Awarded To: A technology provider offering portfolio management solutions to the Asia wealth management market.
INVESTMENT PLATFORM
Awarded To: An organisation offering investment management technology in Asia.
INNOVATIVE CLIENT SOLUTION
Awarded To: An institution that have developed innovative products and services for their clients as part of a solutions-focused service model.
STRUCTURED PRODUCTS SOLUTION
Awarded To: A company whose structured products or service provision to the Asia wealth management market is viewed as both innovative and best in class.
SUITABILITY
Awarded To: A provider of client suitability solutions in the Asia wealth management market.
FRONT OFFICE
Awarded To: A provider of any front office solution to the Asia wealth management market.
BLOCKCHAIN-BASED SOLUTION
Awarded To: A solution provider to the Asia wealth management market that uses blockchain technology in, or as part of, its offering.
DATA PROVIDER
Awarded To: A provider of data services to the Asia wealth management market.
RISK MONITORING AND MANAGEMENT
Awarded To: A provider of risk monitoring and/or management services to the Asia wealth management market.
CLIENT REPORTING
Awarded To: A client reporting solution provider to the Asia wealth management market.
CORE BANKING SOFTWARE
Awarded To: A provider of core banking technology for the Asia wealth management market.
FAMILY OFFICE SOLUTION
Awarded To: Any technology that enhances the operation of family offices in Asia.
CYBER SECURITY
Awarded To: A solution that helps counter the threat posed by cyber crime to the wealth management community in Asia.
ROBO PRODUCT OR PLATFORM
Awarded To: A platform, product or solution that reduces human interaction in the wealth management process in Asia.
ARTIFICIAL INTELLIGENCE (AI)
Awarded To: A technology company that innovatively uses Artificial Intelligence as all or part of its offering to the Asia wealth management market.
NEWCOMER/START-UP
Awarded To: A technology business that is in early stage development and has an offering for the Asia wealth management market.
CLIENT COMMUNICATION SOLUTION OR TOOL
Awarded To: A solution provider that enables or enhances communications between wealth managers and their clients in Asia.
DIGITAL OFFERING
Awarded To: A business that enables Asia wealth managers to leverage digital channels and/or media to better interact with their clients.
CLIENT ACCOUNTING
Awarded To: A solution that provides client accounting solutions for the Asia wealth management market.
KYC AND/OR AML SOLUTION
Awarded To: A technology solution to help wealth managers bring new clients into their organisation through effective and efficient screening.
REGULATORY REPORTING
Awarded To: A technology provider that delivers a regulatory reporting solution for the Asia wealth management community.
MOST INNOVATIVE WEALTHTECH SOLUTION
Awarded To: Technology businesses that have a demonstrably innovative wealth management offering.
THOUGHT LEADERSHIP (WEALTHTECH)
Awarded To: A technology business for its thought leadership in Asia.
LEADING INDIVIDUAL (WEALTHTECH)
Awarded To: An outstanding individual for their work in the wealth technology sector in Asia.
Leadership Categories (South-East Asia)
WOMEN IN WEALTH MANAGEMENT - BANKING SECTOR
Awarded To: An inspirational woman working for a wealth manager, private bank or other financial institution.
WOMEN IN WEALTH MANAGEMENT - NON-BANKING SECTOR
Awarded To: An inspirational woman working broadly within the wealth management, private client, consultancy or technology industry areas.
LEADING CEO - PRIVATE BANK
Awarded To: An exceptional C-level business leader within a private bank or wealth manager.
LEADING INDIVIDUAL
Awarded To: An inspirational individual working within a bank or within wealth management. Age and experience is no bar but something special should mark out this individual.
OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT (INDIVIDUAL)
Awarded To: An individual that has made an outstanding contribution to the wealth management industry.
THOUGHT LEADERSHIP (INDIVIDUAL/COMPANY)
Awarded To: A company or individual for the quality of their wealth management thought leadership.
WEALTH MANAGEMENT RISING STAR UNDER 30
Awarded To: An individual under 30 showing great promise working in wealth management.
WEALTH MANAGEMENT RISING STAR UNDER 40
Awarded To: An individual under 40 showing great promise working in wealth management.
CHIEF TECHNOLOGY OFFICER (CTO)
Awarded To: An individual working with an organisation active in the Asia market.
CHAIRPERSON
Awarded To: The chairperson of any organisation in the wealth management industry.
LIFETIME ACHIEVEMENT
Awarded To: A wealth manager that has made an outstanding and long-standing contribution to wealth management.
OTHER AWARDS PROGRAMS
Please indicate any other Awards programs in which you may like to participate. Select as many as apply to the regions where you are active.
Other Awards Programs
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Family Wealth Report Awards (North America)
Miami Family Wealth Report Awards incorporating Latin America and the Caribbean
WealthBriefingAsia EAM Awards
WealthBriefingAsia Greater China Awards
WealthBriefing Channel Islands Awards
WealthBriefing European Awards
WealthBriefing Global Marketing Awards
WealthBriefing MENA Awards
WealthBriefing Swiss Awards
WealthBriefing Swiss EAM Awards
WealthBriefing Wealth for Good (Global) Awards
WealthBriefing WealthTech Americas Awards
N/a
Other Awards Programs (Brevo Text)
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