ACRECOGNISING LEADERS ACCLAIMROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY THROUGH THE WEALTHBRIEFING & WEALTHBRIEFINGASIA AWARDS PROGRAMMES

EXCLUSIVE THE WINNERS OF THE  EUROPEAN & ASIAN AWARDS

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WEALTH MANAGEMENT & PRIVATE CLIENT EVENTS & AWARDS SERIES

An unrivalled 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; they represent an excellent networking opportunity and attendees also accrue valuable CPD hours. WealthBriefing has added to its offering for the global private banking and wealth management communities by running six annual awards programmes for the private investment and private client communities. The awards programmes are focussed around three main category groupings: experts (individuals and teams); products and services for wealth managers and clients, and institutions of all sizes and types.

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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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CONTENTS WEALTHBRIEFING EUROPEAN & ASIAN AWARDS JUDGING PANEL ...... 5

INTERVIEWS: Appway ...... 9 Charles River ...... 11 HSBC Private Banking ...... 13

WEALTHBRIEFING EUROPEAN AWARDS WINNERS IN FULL ...... 15

WEALTHBRIEFING ASIAN AWARDS WINNERS IN FULL ...... 21

WEALTHBRIEFING EUROPEAN & ASIAN AWARDS ATTENDEE LIST ...... 25 FOREWORD Tom Burroughes, Group Editor, WealthBriefing

The award programmes for Asia and Europe shine a light on top-class prac- titioners in an industry continuing to face challenges. Financial services don’t always get the plaudits they deserve – this publication is determined to play a part in making sure credit is given where it is due. And these awards are a great temperature check on how well the sector is performing. The fulcrum of these awards is the judging process. Refined over several years, judging is designed to blend expertise from banks, family offices, tech- nology firms, multi-family offices, consultancies and other relevant institutions. Judges bring their own knowledge the table. When they decide on a shortlist and later on the final winners, the majority of the weight in judging is based around the quality of the entrants’ submissions. If a firm or person hasn’t en- tered the awards they cannot be considered. Importantly, judges are divided into groups so they don’t evaluate entrants from the judges’ own sectors. This is done to reduce risk of conflicts of interest and access to possible sensitive commercial information. The list of judges is published on this news organisa- tion’s website. Judges also welcome feedback on the awards and categories are regularly evaluated and reconsidered. Ultimately, awards are about reputation. They can be highly effective for firms and individuals in branding and marketing. And they are a chance for people to take stock of what this sector does and why it’s important to the wider economy. Wealth management is, in the end, a business run by and for people where qualities such as discipline, service and trust are vital. These awards honour those qualities.

A TALE OF TWO WEALTH MARKETS One region has some of the oldest private Europe, the growth rates were 7.3 per cent and ilar changes, is still a major market. Banks banks in the world. Another has surged in a 7.8 per cent, respectively. Europe had a total that have had battles in recent years, such as matter of decades to be a sought-after wealth of 4.8 million high net worth individuals, while Deutsche Bank and ABN AMRO, are enjoy- management hunting ground. Both contain Asia-Pacific had 6.2 million. ing some improvement in fortunes. The UK’s varied patchworks of jurisdictions and lan- Scorching Asian economic growth, with own wealth sector remains a major one – and guages, with not-so-distant memories of con- some of it driven by China’s ascent, encour- whatever happens with the UK move out of the flict, political upheaval and renewal. aged a raft of international banks to push into EU, London will surely remain a major market. Asia and Europe are home to some of the the region, as well as encourage other players Paradoxically, all the changes going on put a most important wealth management firms in to boost teams and resources. But Asia hasn’t premium on quality advice. the world. Asia is in some ways a far younger been an easy path to profits. Past years have The regions have been through the fintech market where a tradition of transactional bank- seen the likes of Societe Generale, Barclays, revolution. With their proliferation of universities ing and brokerages is only starting to give way ABN AMRO and Australia and New Zealand and other seats of learning, Europe remains a to greater use of discretionary portfolio man- Banking Group sell Asian wealth arms amid hotbed of ideas and research around technol- agement. Europe’s more mature economies failure to hit sufficient critical mass. Time will tell ogy and investment. A danger, however, is that have seen a focus on asset protection and if they reconsider. after post-crisis regulatory zeal, Europe suffers transfer and less in some respects on support- Asia’s market is evolving: a distinctive trend sclerosis. It’s up to the industry to press policy- ing rapid entrepreneurship. has been the rise of external assets managers. makers to ensure that doesn’t happen. Number highlight certain contrasts. In the Another trend is the ascent of family offices. In- Asia and Europe remain vital wealth man- Asia-Pacific region, the high net worth popu- surance firms continue to play big roles. agement regions. And for all the contrasts, lation and wealth grew by 12.1 per cent and Europe has its established players and the need to focus on client service and trust is 14.8 per cent, respectively, last year (source: despite all the economic woes around the identical whether one is in Singapore, Paris or Capgemini World Wealth Report 2018). In eurozone and worries about Brexit and sim- London. NEWS

RESEARCH EVENTS

AWARDS

WEALTHBRIEFINGASIA - ALWAYS AT THE CENTRE OF YOUR 360° VIEW ON THE WEALTH MANAGEMENT LANDSCAPE WealthBriefingAsia is the leading source of subscription news and thought-leadership for over 16,000 wealth management professionals in Asia.

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JUDGING PANEL The 2018 European & Asian Awards programmes was focused around three main category groupings: experts (individuals and teams), products and services for wealth managers and clients, and institutions of all sizes and types in the European & Asian market.

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

AUSAF ABBAS ROHIT BHUTA ETIENNE D’ARENBERG Managing Director Chief Executive Officer Partner Coombe Advisors Crossinvest (Asia) Bank Mirabaud

ANDREW AU EVRARD BORDIER ARJAN DE BOER CEO and Co-Founder Chief Executive Officer Head of Marketing, AGDelta Bordier & Cie, Investments and Singapore Structuring, Asia Indosuez Wealth Management

GILLIAN AUSTIN-KING HANS-PETER BORGH SEBASTIAN DOVEY Senior Programme Group Head of Wealth Founder Manager, CS-MIP Management, Member of The Courageous Ideas Programme the Management Board Partnership HSBC Bank Banque Internationale a Luxembourg

PAUL AYRES ROSALYN BREEDY STEVE DYSON Partner Partner Director BDO Wedlake Bell Investment & Wealth Management Consultants

ERIC BARNETT TOM BURROUGHES FERNANDO GANDOLINI Chief Executive Group Editor Partner Kleinwort Hambros ClearView Financial Withers KhattarWong Media

DR. MARIO A. BASSI SUSAN COLLINS ROLF GERBER Senior Advisor Consultant Member of the Board of Private Wealth Network Stephenson Harwood Directors LGT Bank (Singapore) 6 ACCLAIM | SEPTEMBER 2018

RICHARD GRASBY RANJIT KHANNA KEITH MACDONALD Partner Head of South Asia Head of Wealth Charles Russell Union Bancaire Privee Management Speechlys EY

MARTIN HEALE KWONG KIN-MUN PHILIP MARCOVICI Director Head of Wealth Offices of Schroder US Wealth Management Coverage, Philip Marcovici Management Southeast Asia Deutsche Asset & Wealth Management

JONATHAN HOLLANDS PROFESSOR FRANCIS KOH OLIVIER MAUGARNY Managing Director Special Advisor, Office Head of Offering and Carraway Group of the President Sales Singapore Management BNP Paribas Wealth University Management

ANTOINETTE HOON JEROEN KWIST PHILIPPE A MAY Partner Head of International Managing Director, PwC Wealth Management Head of Asia Pacific BNY Mellon Arton Capital International Wealth Management

MARK HUSSEIN PHILIPPE LEGRAND PAUL MCMAHON Chief Executive Officer, CEO and Founder Founder HSBC Life (UK), Head London & Capital, Asia Insijt Consulting of UK Insurance Services HSBC Bank

MIMI HUTTON JACQUELINE LOH PETER MURLEY Of Counsel Senior Vice-President and Past Chief Executive Withers Head of Philanthropy Officer of the Services, North Asia, Hawksford Group Private Wealth Solutions HSBC Private Bank

DANNY JONES PENNY LOVELL SIMON NG Founding Partner CEO, Private Investment Managing Director, Huddleston Jones Office Private Banking, North Sanlam Asia & Wealth Solution, Asia BMO Private Bank ACCLAIM | WealthBriefing & WealthBriefingAsia Recognises Leaders Across the Global Wealth Management Industry 7

RICHARD NUNNELEY TOM SLOCOCK RICHARD WEISMAN Vice Chairman Managing Director Senior Tax Partner Floreat Wealth Deutsche Bank Wealth (Hong Kong) Management Management Baker & McKenzie

MICHAEL OLESNICKY ADAM SORRIN DAVID WILSON Special Advisor Head of CRM Business Head of Asia Wealth KPMG Solutions Management RBS Private Banking Capgemini Financial Services

ONG YENG FANG MATTHEW SPENCER ANTON WONG Managing Director, Head Executive Director and Managing Director, Head of UOB Private Bank Head of Business of Key Client Group UOB Private Bank Development BNP Paribas Wealth Coutts Management, Asia Pacific

NICK PERRYMAN WENDY SPIRES VICKY WONG Managing Director Head of Research Managing Director UBS Wealth ClearView Financial and Head of Key Client Management Media Solutions LGT Bank (Hong Kong)

BRITTA PFISTER WILLIAM TROUT IAN WOODHOUSE Managing Director Head of Wealth Head of Strategy and Rothschild Trust Asia Management Research Change, Pacific Celent London & Zurich Orbium

BERNARD RENNELL STEPHEN WALL Global Head Family Co-founder, Head of Governance and Family Marketplace & Content Enterprise Succession The Wealth Mosaic, UK HSBC Private Bank

STEVEN SEOW BRUCE WEATHERILL Founder and Chief Executive Executive Director Weatherill Consulting Singapore Consultancy

ACCLAIM | WealthBriefing & WealthBriefingAsia Recognises Leaders Across the Global Wealth Management Industry 9

APPWAY: NOT RESTING ON ANY LAURELS

Hans Peter Wolf, CEO/Founder of Appway talks to Tom Burroughes from WealthBriefing on how it intends to stay out front.

ppway is a software vendor head- developments in the financial services technol- How does Appway approach working quartered in Switzerland with offices ogy field and that monitors regulator activity. within the APAC region? Aaround the globe, including in Sin- The practice works closely with our delivery We work closely with our existing clients gapore and Hong Kong. Since we started in teams and our 40+ partners in order to identify on their APAC project rollouts. Regionally, we 2003, we have worked with more than 225 and implement the relevant developments that introduce our solutions to the market by host- organizations, serving over 420,000 users impact client onboarding. We’ve evolved our ing and participating in different events, thus worldwide. flexibility and stamina to continuously improve creating an Appway community amongst our With our offering, we mainly support finan- our offering, and this has certainly had a major users. In addition, we actively approach banks cial services institutions, and over the years we impact on why we won. in the region one by one, in order to under- have gained a reputation as the world leader in stand their pain points and visions and to client onboarding in banking. In this category, Explain how you intend to stay out front of share how we can help them. we have won more than 20 awards globally, an the competition. achievement we are very proud of. Explain areas where you are pushing As mentioned above, globally rolling out forward, such as new products and What is your firm’s extra factor that client onboarding solutions that accurately re- services. explains why you won this award? flect local regulatory situations has been a key differentiator for us, and this will remain a very While Appway may have gained its reputa- Since we founded Appway in 2003, the important element. However, we’ve also in- tion as the leader in client onboarding, many of requirements for client onboarding have vested a lot into helping banks improve their our customers have realized that they can re- changed quite a lot. In the early days, the customer experience—from the prospecting use the capabilities of the underlying platform main focus for banks was to gain efficiency phase to the offboarding phase—across all to digitalize other areas of their business be- by eliminating paper and excel-based tools, touchpoints. We help banks identify an individ- yond client onboarding, across different lines and thereby achieve a streamlined digitalized ual customer’s needs and specific situation as of business. While we may have been some- process. Over the years, regulators increased accurately as possible so they can present the what limited in our external communication their requirements in the field of KYC and ideal assortment of products and services. about Appway Platform and its capabilities in anti-money laundering, with each jurisdiction Banks can flexibly adjust the onboarding the past, we have now decided to give it more focusing more or less on different areas. process according to this selection through- visibility. With Appway, it has always been our goal out the entire lifecycle. From a technology Appway Digital Banking Platform enables to support our customers across all countries perspective, we are continuing to substantially straight-through processing—connecting peo- in which they are operating, and therefore we advance process automation, real-time col- ple, systems, and services—so that banks can aim to enable banks to implement a global laboration functionalities, and advanced ana- offer the cohesive customer journeys that their onboarding process while still complying with lytics. In order to do this, we are also working clients expect. all regulatory requirements. We continuously very closely with complementary best-of-breed At Appway, we cover all channels that are hear from industry analysts and award com- global and local service providers, especially relevant in the context of a customer journey. mittees like WealthBriefing that our unique within FinTech and RegTech. Thus, we em- On top of this, our digital banking platform combination of offering substantial efficiency power banks to integrate and orchestrate the enables banks to launch new products and gains and speeding up time to market while best services to facilitate seamless customer services quickly and create new revenue enabling a fully compliant process is what journeys and a coherent customer experience. streams across the channel spectrum, even makes Appway different. planning ahead for channels that will What obstacles has your firm had to undoubtedly appear in the future. What specific qualities do your colleagues overcome to be an award-winner? have that helped you to win? What will this award do for your business? It took us some time to build up a solid client At Appway, continuous innovation is ex- base in APAC, but we’ve established this and This award, one of a series of accolades tremely important to reflect the market in have been able to build up local and global given to Appway for its unique client onboard- the best way possible and to stand out from connections in the past several years. We work ing solution, is a wonderful acknowledgment, competition. Innovation can only be realized if with both local APAC banks, such as BOC In- and it represents all the great work that our people from different departments—even ternational and Hang Seng Bank, but also on forward-thinking company has achieved. across different organizations—collaborate. onboarding projects with the local APAC sub- It acts as a confirmation of Appway’s on- We have installed an interregional oper- sidiaries of global institutions, such as Credit going success within APAC and continued ating business practice that is scouting new Suisse, Deutsche Bank, HSBC, and LGT. expansion within the region.

“AT APPWAY, WE COVER ALL CHANNELS THAT ARE RELEVANT IN THE CONTEXT OF A CUSTOMER JOURNEY.” Best Portfolio Management Solution

Part of Charles River’s Wealth Management Solution

Thank you WealthBriefing Asia for naming Charles River as Best Portfolio Management Solution. The world’s largest investment and advisory firms manage over $25T in wealth and institutional products on our platform. Charles River supports all asset classes across the investment lifecycle, from model management, asset allocation, and risk, through to trading, settlement and position keeping, with anywhere/anytime access for financial advisors.

Learn more: crd.com ACCLAIM | WealthBriefing & WealthBriefingAsia Recognises Leaders Across the Global Wealth Management Industry 11

CHARLES RIVER: ENABLING INVESTORS TO ACT WITH CONFIDENCE

Cameron Field, Managing Director, Asia Pacific discusses Charles River’s key differentiators with WealthBriefing’s Tom Burroughes.

harles River serves over 300 buy side continuous innovation and improvement sponsors and sub-advisors. The Hub auto- Institutional and Wealth Management across the entire platform and enables more mates communication of model updates, Cclients in 40 countries. Over half of the responsive and personalized levels of client trades/allocations, positions/cash, and in- top 50 investment managers globally rely on service. Local Asia Pacific offices include Mel- tra-day account instructions. This eliminates the Charles River Investment Management bourne, Tokyo, and Beijing. reliance on email and multiple applications Solution (Charles River IMS) to manage over Technology backbone improvements have to upload information separately into each $25 trillion in assets. More than 25,000 profes- enhanced Charles River’s scalability to meet sponsor’s platform. sionals worldwide depend on Charles River to the requirements of the largest wealth man- improve investment decision making, streamline agement firms, eliminating the need for dispa- Explain how you intend to stay out front of operations, and lower risk. rate systems and enabling consolidated and the competition. Charles River IMS is a multi-asset, multi-cur- streamlined operations. Configurable dash- rency, institutional-class solution providing boards with extensive drill-down capabilities Charles River currently invests over $60 integrated data, portfolio management and alert advisors to accounts requiring attention million annually in research and development risk analytics, performance measurement and and allow advisors to take immediate action and will significantly increase R&D expenditure attribution, compliance, and trading. Built on when needed. over the coming years to support the build- the Charles River IMS, the Wealth Management Sophisticated wealth clients are demand- out of our end-to-end wealth management Solution helps private banks, wealth managers, ing greater choice of investment vehicles and platform. and financial advisors support all products on are favouring comprehensive, multi-product a single, highly-scalable platform that accom- investment solutions over product-specific Explain areas where you are pushing modates thousands of users and millions of ac- portfolios. Charles River technology helps forward, such as new products and counts. It supports both broad asset allocation managers support complex sub-advised man- services. strategies and tailored portfolio strategies at the dates efficiently while minimizing performance single account, client, and household-level. dispersion. Charles River continues to expand and The platform provides comprehensive asset Charles River has also invested significant enhance wealth management capabilities allocation, portfolio construction, drift mon- resources in desktop, browser, and mobile and functionality. A unified digital experience itoring, and mass rebalancing capabilities. tools that improve financial advisor productiv- across desktop, browser, and mobile envi- Integrated compliance and risk management ity and provide faster access to key client in- ronments will be a core focus of development ensures alignment with client risk preferenc- formation and facilitate improved engagement over the short term. This digital experience will es and product suitability guidelines. This in with high-touch client relationships. enable firms to configure capabilities appro- turn minimizes reputational risk and potential From portfolio construction and asset allo- priate to the sophistication level of the advisor payouts to clients. cation through to performance attribution and and their product mix, from basic non-discre- The solution supports all wealth account multi-custodial position management and rec- tionary to fully discretionary. structures, including the ability to view house- onciliation, Charles River streamlines deploy- As a market-leading compliance tech- holds and provides the ability to overlay strate- ment of advisor-driven strategies. The platform nology provider, Charles River continues to gies on accounts. This allows the incorporation enables advisors to implement high-conviction improve the platform’s enterprise-wide sur- of sub-advised mandates and model-based investment themes across their entire book of veillance capabilities. This supports advisor portfolios. Cloud-based technology delivery business and benefit from the same capabili- compliance with investment policy statements ensures current functionality, improved data ties available to top-tier wealth managers. Ad- and alignment with client risk profiles and quality, and the latest cybersecurity. ditionally, the platform supports centrally man- Environmental, Social, and Governance (ESG) aged account monitoring and rebalancing, preferences. What is your firm’s extra factor that including Unified Managed Accounts (UMAs). Charles River is also expanding risk man- explains why you won this award? Firms looking to offer their clients a broad- agement capabilities in the platform to provide er choice of investment products and access an improved view of risk and allow advisors to Charles River’s significant annual re- to external managers can use Charles River’s analyse and communicate risk metrics to their search and development investment ensures Wealth Hub to facilitate coordination between clients.

“CHARLES RIVER’S SIGNIFICANT ANNUAL RESEARCH AND DEVELOPMENT INVESTMENT ENSURES CONTINUOUS INNOVATION AND IMPROVEMENT ACROSS THE ENTIRE PLATFORM AND ENABLES MORE RESPONSIVE AND PERSONALIZED LEVELS OF CLIENT SERVICE.” Our global network, combined with local market knowledge and expertise, sets us apart.

HSBC Private Banking helps HNW and UNHW individuals – and their families – grow, manage and preserve their wealth now and for the future. We align our expertise in banking, investments and wealth management with our client's individual needs, putting them at the centre. They will have access to a dedicated team guiding them through our wide range of wealth and investment solutions Our clients benefit from our global network, award winning range of banking, lending and wealth management services and local market knowledge.

To find out more about how we could work together visit www.hsbcprivatebank.com

Issued by HSBC Private Bank (UK) Limited on behalf of HSBC group members. HSBC Private Banking is the principal private banking business of the HSBC Group. Private banking is carried out internationally by different HSBC group members in accordance with local regulatory requirements and in Hong Kong by The Hongkong and Shanghai Banking Corporation Limited. ACCLAIM | WealthBriefing & WealthBriefingAsia Recognises Leaders Across the Global Wealth Management Industry 13

HSBC: FOCUSED ON SUSTAINABLE GROWTH Charles Boulton, CEO of HSBC Private Bank, UK tells Tom Burroughes from WealthBriefing why the team is proud of what it has achieved in the last few years.

Please tell us about the awards you won. use the different spaces as we hoped they known for our alternatives offering. One of our We were delighted to win a hat-trick: the would be, whether that’s quiet work in the li- hedge fund business’s offerings was recog- overall UK Private Banking Category, as well brary space, or getting a project team working nized as the best Diversified Fund of Hedge as best team for Ultra High Net Worth Clients, alongside each other in a collaboration area Funds for its performance over five years at a and best team for International Clients. rather than stuck in long meetings. major industry awards. We also bring clients a range of institutional What is your firm’s extra factor that Explain how you intend to stay out front of quality direct alternatives opportunities and will explains why you won this award? the competition. continue to do so. In the last few years we’ve focused on We’ve become more successful by staying We want to be as well known for our broader ‘bringing the best of HSBC to our clients’. focused. That doesn’t mean we never change investment offering as we are in the alterna- We are one of the very few global universal what we do, it means having the discipline to tives space. banks and we have a more or less unrivalled concentrate on the clients that we can offer In the last few years we have sharpened and commercial heritage. something to that no one else can, such as expanded our discretionary proposition, which Across the private bank we’ve been system- truly high net worth entrepreneurs and entre- has performed really well. Another important atic about bringing that enormous resource to preneurial families. area is responding to the increased interest our clients. It also means listening and learning to make that younger clients in particular are showing One example was redesigning our discre- sure that as clients’ needs evolve, we evolve; in the social and environmental impact of their tionary investment proposition and how we a particular focus at the moment is develop- investments. use HSBC Asset Management’s capabilities ing our proposition for the next generation of We are pushing forward geographically too. to deliver an even better service. clients and potential clients. One of the things that working more closely We also took a long look at how we can use We are also giving a lot more focus to ca- with our retail banking and commercial bank- HSBC’s deep understanding of entrepreneurs reers. Peoples’ careers grow and develop in ing colleagues has demonstrated is that there and their businesses to support them more different ways, and we’ve invested in giving are plenty of successful entrepreneurs and effectively at different stages in their lives. them the right support and training to excel in wealth creators across the country. We want to We have a clearly defined proposition for each new role from the outset. continue to expand our regional teams to give working with them when they are planning the Within the private bank we have new role- them better support. sale of their business, when we partner up with specific learning programmes, and in the our colleagues in Premier and in commercial UK the new HSBC UK headquarters in Bir- What and who are your role models? banking to support them through the process. mingham will have a dedicated ‘university’ Any authentic leader. I have been lucky At the other end of the wealth scale we which will be an important resource for career enough to work with a few, and I am always might use our global network to pin-point busi- development. interested in hearing from leaders from busi- nesses and assets to provide tailor-made in- ness like Sheryl Sandberg, the Facebook vestment opportunities for our Ultra High Net What obstacles has your firm had to COO; I love her approach to open communi- Worth clients, or work with business-owning overcome to be an award-winner? cation. From sports, Mark Messier is one of the families to help them with the challenges of Refocussing on the right clients was hard most revered captains in the National Hockey transitioning to the next generation work, but it put us in the right position for League in the US and Canada; the only player growth. It’s also fair to say that when it comes to captain two different professional teams to What specific qualities do your colleagues to improving what we do for clients, our size the championship title. have that helped you to win? has been both a blessing and a challenge. His teammates said he made the game eas- There is plenty of room for different person- It means we have fantastic resources avail- ier for everyone he played with; that’s definitely alities and skills, but two qualities we value are able to us, including when it comes to identify- something for any leader to aspire to! an ability to listen and an appetite to learn. ing group clients with potential private banking Without those two qualities it’s difficult to be needs and supporting them from early on. What will this award do for your business, client-centric. You need to listen to be able to Negotiating that scale is something that we and how does it help you to spread the come up with the right solutions, and you need had to learn to do better, but it’s becoming word about what you do? the technical understanding to put those ideas even easier. The creation of our ringfenced We have a reputation for being conserva- into practice. This applies in non-client facing bank, HSBC UK, has certainly helped bring us tive. We are certainly well capitalized, which is roles like compliance or technology too. closer to our UK colleagues. something that our clients really value. We’ve had a great opportunity with our That doesn’t mean that we’re not doing move to a new building to create an environ- Explain areas where you are pushing exciting things though. We’re really proud of ment that encourages conversations between forward, such as new products and what we have achieved in the last few years, colleagues. It’s worked really well, and it’s services. and we decided it was time to shout about it been very encouraging people to see people For a long time we have been really well more.

“IN THE LAST FEW YEARS WE’VE FOCUSED ON ‘BRINGING THE BEST OF HSBC TO OUR CLIENTS’. WE ARE ONE OF THE VERY FEW GLOBAL UNIVERSAL BANKS AND WE HAVE A MORE OR LESS UNRIVALLED COMMERCIAL HERITAGE.”

ACCLAIM | WealthBriefing & WealthBriefingAsia Recognises Leaders Across the Global Wealth Management Industry 15

THE WEALTHBRIEFING EUROPEAN AWARDS WINNERS 2018

INVESTMENT MANAGEMENT CATEGORIES

ETF PROVIDER MULTI-FAMILY OFFICE

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PLATFORM PROVIDER PRIVATE INVESTMENT OFFICE

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EXTERNAL ASSET MANAGEMENT PLATFORM SPECIALIST INVESTMENT MANAGER AND OFFERING

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ALTERNATIVE INVESTMENT MANAGER SPECIALIST WEALTH MANAGER

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ALTERNATIVE INVESTMENT MANAGER

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MARKETING / PR CATEGORIES

BEST MARKETING OR PR CAMPAIGN

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WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (open to technology vendors only)

FRONT OFFICE SOLUTION OUTSOURCING SOLUTION

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TRANSACTION PROCESSING SOLUTION DATA PROVIDER

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PORTFOLIO MANAGEMENT CLIENT ACCOUNTING

bitaBETTER INTELLIGENCErisk. THROUGH ANALYSIS WE GO BEYO ND THE NUMBERS WealthBriefing EUROPEAN WealthBriefing EUROPEAN AWARDS 2018 AWARDS 2018

CLIENT COMMUNICATIONS RISK PROFILING SOLUTION

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CLIENT REPORTING RISK MANAGEMENT

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COMPLIANCE ON-BOARDING

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CRM SYSTEM INNOVATIVE CLIENT SOLUTION

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WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (open to technology vendors only)

CHANGE MANAGEMENT PROCESS/ BEST INNOVATIVE CLIENT SOLUTION IMPLEMENTATION OF A TECHNOLOGY SOLUTION

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INNOVATIVE FINTECH SOLUTION

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EUROPEAN PRIVATE BANKING CATEGORIES

BEST PRIVATE BANK CUSTOMER FACING DIGITAL UHNW TEAM (INVESTMENTS)

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BEST PRIVATE BANK – BEST CREDIT PROVIDER INTERNATIONAL CLIENTS TEAM

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VINCENT MAGNENAT

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ATTENDEE LIST The WealthBriefing European Awards 2018

A F M SS&C Advent AAAccell FactSet MASTTRO SS&C Technologies ABN AMRO Private Banking Falcon Private Wealth McDermott, Will & Emery St James’s Place Wealth Absolute Return Strategies Farrer & Co Met Zurich Management ACPI Investments FinaMetrica @ Plan Plus Global Mills & Reeve Standard Chartered Private Bank AFH Group Finantix Mirabaud Stephenson Harwood AM-One Limited findaWEALTHMANAGER.com Montreux Capital Management Stonehage Fleming Anaford Attorneys Forsters Multrees Summit Trust Group Appway FundCount SVS Securities Aspectus Group swissQuant Group Asset Risk Consultants N SynPulse Avignon Capital G NPT UK GAM Nykredit Markets Geneva Management Group/ Nykredit Private Banking T B GMG Real Estate TAM Asset Management Bank of Singapore Gresham House Taylor Wessing Banque Paris Bertrand Sturdza O Ten Lifestyle Group Banque SYZ Objectway The Courageous Ideas BDO H Oracle Cancer Trust Partnership Bid-in Hawksford Orbium The Economist Bircham Dyson Bell Headland Consultancy The Wealth Mosaic, UK BITA Risk Headland Consultancy Thomson Reuters BNP Paribas Wealth Highworth Research P Tilney Management HSBC Private Banking Pictet & Cie (Europe) Tindeco BNY Mellon | Pershing HSBC Retail Banking and Wealth PIMFA Tribe Impact Capital Brewin Dolphin Hughes Fowler Carruthers Plurimi Trident Trust Company BRT Principles of Responsible (Guernsey) Buzzacott Investment I Private Investment Management IAWMC ProFundCom U C InvestCloud PwC UBS Asset Management Capital Generation Partners Investec Wealth & Investment UBS Wealth Management Capitalium Advisors Investment & Wealth Manage- Union Bancaire Privee Charles Russell ment Consultants Q Chase de Vere Investment Software Qumram Church House IRESS V Citigold Wealth Management Irwin Mitchell Private Wealth Vistra UK Coombe Advisors R Coutts Ramsay Crookall CUBE J Rawlinson & Hunter W J Stern Raymond James W&I Management Jersey Finance RBC Wealth Management Walder Wyss D JHC Financial Rothschild Private Wealth Walker Crips Deutsche Bank JTC Waverton Investment Deutsche Bank Management Dion S Wealth Dynamix Dorsum K Saffery Champness WealthArc Dow Jones Risk & Compliance Killik & Co Sanlam WealthObjects Druces Knadel Saranac Partners Wedlake Bell Dubai International Financial Schroder US Wealth Whitefoord Centre Authority Management Wise Investment Dun & Bradstreet L Scorpio Partnership Withers Lincoln Private Investment Office SEB Lombard Odier SEI Investments E London Wall Partners SG Kleinwort Hambros EQ Investors Lyxor ETF SIX ERI Banking Software Sky News Expersoft Systems smartKYC EY Societe Generale Private Banking 26 ACCLAIM | SEPTEMBER 2018

ATTENDEE LIST The WealthBriefingAsia Awards 2018

A ERI Banking Software L Silverdale Capital AGDelta LGT Private Banking Asia Singapore Consultancy Appway F Linfinity Singapore Medical Arton Capital Finantix Lombard Odier Specialists Centre First Names Group London & Capital Asia SS&C Advent B Formul8 SS&C Technologies Baker McKenzie FundCount N Sygnum BDO Nomura Berwin Leighton Paisner G T BMO Private Bank Golden Equator O The Watch Fund BNP Paribas Wealth Oclaner Asset Thomson Reuters Management H Management Bordier Herbert Smith Freehills Options Group U HSBC Private Banking UBS Wealth Management C Huddleston Jones P Union Bancaire Privee Charles River Prive Technologies UOB Alternative Development I Investment Management Charles Russell Speechlys IIFL Wealth Management R UOB Private Bank Citi Private Bank IMTF Banking Software Rajah & Tann Creative Eateries Indosuez Wealth Rawlinson & Hunter V Crossinvest Management RBC Wealth Management Vistra Institute of Banking and Asia D Finance RHT Holdings W DBS Bank Intertrust Hong Kong RHTLaw Taylor Wessing Waterfield Advisors Deloitte Intertrust Singapore Ronald Choo Withersworldwide Deutsche Bank Rongde Logistics DN Asia Search Partners J Z JTC Kensington S Zedra Hong Kong E Scientific Tradition Zedra Singapore Equiom Singapore Scorpio Partnership RECENT RESEARCH OUTPUT

Technology & Operations Trends in the heightened competition from both within and of key compliance and innovation developments Wealth Management Industry 2018 outside the Alpine state. Fee and performance in the EU, Switzerland, the UK, the US, Canada, (in partnership with SS&C Advent) transparency, differentiation via technology and Singapore and Hong Kong. This study is intended Our fifth annual research report examining changing custodial relationships are among this to help firms strike the fine balance between being technology and operations trends across the study’s many themes. prepared for the onslaught of regulatory changes wealth management industry globally. This report Applying Artificial Intelligence in Wealth coming up in their jurisdictions, while also staying is based on a survey of professionals in all major Management - Compelling Use Cases ahead of the innovation curve. markets, with findings illuminated by a panel of Across the Client Life Cycle Portfolio Management Efficiencies 2018 - An senior industry executives and consultants. Among (in partnership with Finantix & EY) Update on Singapore’s Wealth and Asset the many topics discussed are regtech adoption, in/ This comprehensive report identifies elements of Management Industry REPORTS MARKET RESEARCH outsourcing drivers and client experience-focused the institution and advisor’s workloads that are ripe (in partnership with SS&C Advent) innovations. for AI amelioration, and points the way for firms Our second annual research project examining Winning Women - Key Insights for Wealth seeking to maximise the competitive advantages how firms are working to make this core area of Firms Targeting Today’s Dynamic Females offered by new technologies. AI experts and senior business less manually intensive. Among the (in partnership with Wealthmonitor & industry executives enrich each chapter, answering topics discussed are recent technological Boston Multi Family Office) crucial questions on risk, KYC/AML, compliance, innovations in portfolio management activity, the Our first report exploring the sectors and regions portfolio management and more. investment preferences Singapore’s institutions where women are winning in the wealth stakes External Asset Managers in Asia 2017 - New are having to cater to and the effect compliance today, while outlining key ways firms can look to Directions for Rapidly-Expanding Sector obligations are having on operational efficiency attract and retain their business. Based on a survey (in partnership with UBS) today. of UHNWIs and wealth management professionals, Our second annual report examining the growth of The Weight of Money - How Private this study contains fascinating insights from female Asia’s EAM sector, covering both the powerhouses Investment Is Changing World Real Estate entrepreneurs and senior practitioners the world of Singapore and Hong Kong, and emerging (in partnership with Savills) over. markets like Thailand and the Philippines. This With burgeoning interest in real estate as an The Future for External Asset Managers in study looks at the growth prospects for asset class showing no signs of abating, this study Switzerland: a Snapshot for 2018 independent advisors in the round as they seek to discusses the key factors driving this cultural shift. (in partnership with SS&C Advent) tap the region’s booming wealth and growing This report brings together survey evidence from Our third annual research report examining the client acceptance of the EAM model. wealth managers and expert opinions to reveal and evolution of the EAM sector in Switzerland – one Global Compliance and Innovation Trends contextualise the trends in global property of the world’s most heterogenous wealth in Wealth Management investment among high net worth individuals, management markets, and one where independent (in partnership with Appway & Deloitte) from the real estate destinations of choice to how advisors face a sweeping regulatory changes and This cutting-edge report takes readers on a tour portfolio allocations are set to shift.

WINNING WOMEN: KEY INSIGHTS FOR WEALTH FIRMS TARGETING TODAY’S Now in its Third Annual Edition DYNAMIC FEMALE CLIENTS THE FUTURE FOR EXTERNAL ASSET MANAGERS IN SWITZERLAND 2018 A SNAPSHOT FOR THE YEAR Now in its Fifth Annual Edition TECHNOLOGY AND OPERATIONS TRENDS IN THE WEALTH MANAGEMENT INDUSTRY 2018 EVOLUTIONS IN REGTECH, OUTSOURCING AND INNOVATION

APPLYING ARTIFICIAL INTELLIGENCE IN WEALTH MANAGEMENT

COMPELLING USE CASES ACROSS THE CLIENT LIFE CYCLE

Global Compliance Now in its Second Annual Edition and Innovation Trends in Wealth Management: PORTFOLIO MANAGEMENT EFFICIENCIES AN UPDATE ON SINGAPORE’S WEALTH AND ASSET MANAGEMENT INDUSTRY 2018 THE WEIGHT OF MONEY How private investment is changing world real estate Examining Key Private Banking and Wealth Management Developments in Europe, Switzerland, the UK, the US, Canada, Singapore and Hong Kong.

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

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