WealthBriefingAsia Hong Kong Awards 2016 Nominations

Please note that this is the first stage of the nomination process. If you subsequently decide not to continue with entering these awards on completion of this form, you are under no obligation to do so.

Name Name First Last
Company Name
Position
Telephone Number
Email
Please select all the awards you would like to apply for below
Private Banking Categories

Private Banking Categories

Overall private bank - Greater China
Awarded to: Local or international private bank with operations in Hong Kong, China and Taiwan. The judges will be particularly sensitive to quantitative information provided which will allow them to factually assess that the reasons for which your firm believes it deserves the award are grounded. Domestic clients team
Awarded to: Teams whose clients are domiciled in the jurisdiction in which the bank itself operates. Focus can be either HNW or UHNW. International clients team
Awarded to: Teams whose clients are NOT domiciled in the jurisdiction in which the bank itself operates. Focus can be either HNW or UHNW. HNW team
Awarded to: Teams which look after clients with under USD 30 million with the bank. UHNW team
Awarded to: Teams which look after clients with over USD 30 million with the bank. Boutique 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. Wealth planning team
Awarded to: Teams who are dedicated to clients’ tax, trust and wealth structuring issues. Best private bank – client service
Awarded to: A private bank for excellence and innovative client service. Best private bank – investment management platform
Awarded to: A private bank which demonstrates a superior client investment management platform. Best private bank – talent management
Awarded to: A private bank demonstrating superior talent acquisition, training, support and management.
Marketing/PR Categories

Marketing/PR Categories
Best marketing campaign (Online, print, brand launch/relaunch)
Awarded to: Wealth managers or other private client practitioners who have used online or print channels to promote their services to private clients or to raise their profile either within the industry or to clients. This might include effective and innovative brand launch or relaunch in the private client world, either a whole business unit or a product/service within an existing business. Best PR programme
Awarded to: An in-house PR team or PR agency operating in the Greater China wealth management sector for the impact of their work (campaign or project). Judges will be sensitive to all quantitative information presented to help them assess the merits of the submission.
Investment Management Categories

Investment Management Categories

Independent wealth manager
Awarded to: This award seeks to recognise independent wealth managers operating in the Asia-Pacific region which have a demonstrably client-focused model and which are innovators in the space. Entrants will be assessed on a broad range of criteria, including: how they segment clients to better service them; how they communicate with clients generally and in time of market stress; how they assess clients’ risk-profiles and match them to appropriate investments; how they help with clients’ wider life goals, such as leaving a legacy; and how client dissatisfaction is dealt with. Fund manager
Awarded to: Providers of collective investments for the high net worth community. Alternative investment manager
Awarded to: Managers based in Greater China whose alternative investments are available to private clients within Greater China. Platform provider
Awarded to: Providers of tools, strategies, model portfolios and access to investment products for the wealth management community. Private investment office/Multi-family office
Awarded to: Organisations which specialise in the investment needs of UHNW individuals and families. Organisations which manage the investment, wealth planning and lifestyle needs of more than one family. ETF provider
Awarded to: Fund/asset manager that makes exchange-traded products available for local wealth management clients. FX solution provider
Awarded to: Local provider of foreign exchange services to wealth management organisations or clients.
Private Client Categories

Private Client Categories
Legal team
Awarded to: Law firm team or barrister dedicated to private client issues. Philanthropy offering
Awarded to: Private client businesses or practitioners who advise individuals or families on their philanthropic activities. Tax/Accountancy team
Awarded to: Team in accountancy firm/consultancy specialising in reporting, transacting or wealth structuring for private clients. Institutional trust or fiduciary company
Awarded to: Entries only eligible from trust companies that are part of a non-trust parent. Independent trust or fiduciary company
Awarded to: Entries are eligible from trust companies independent of larger non-trust business for instance not part of a bank, law firm or accountancy firm.
Wealth Management Technology
Categories (open to technology vendors only)

Wealth Management Technology
Categories (open to technology vendors only)
Front office solution
Awarded to: CRM, client reporting, client risk profiling, portfolio management. Transaction processing solution
Awarded to: A technology provider that offers straight through processing, core banking. Portfolio management
Awarded to: Technology solution providers specialising in tools for managing clients’ investment portfolios and monitoring against mandate. Client communications and reporting
Awarded to: Technology solution providers specialising in tools for wealth managers to communicate with clients including companies monitoring and record-keeping (which may or may not relate to social media). Compliance
Awarded to: A technology providers specialising in solutions and tools to help compliance, AML and KYC.
Wealth Management Technology
Categories (open to any organisation)

Wealth Management Technology
Categories (open to any organisation)
Best implementation of a technology solution
Awarded to: Awarded to either a technology vendor or its client. Risk profiling solution/risk management solution
Awarded to: A technology solution to help wealth managers assess and document the risk appetite of clients and manage the risk of their clients. CRM system
Awarded to: Client relationship management systems for wealth managers. On-boarding
Awarded to: Technology solutions to help wealth managers bring new clients into their organisation. Innovative client solution
Awarded to: This award seeks to recognise institutions which have developed innovative products and services for their clients as part of a solutions-focused service model.
Other Wealth Management Categories

Other Wealth Management Categories
Corporate social responsibility/diversity
Awarded to: Organisations with a good record in being modern, responsible and inclusive. International finance centre
Awarded to: Open to IFCs wherever they are in the world. Leading individual (Banks)
Awarded to: Individuals working within a bank. Age and experience is no bar but something special should mark out this individual working in the private client world. Leading individual (Advisors)
Awarded to: Individuals not from a bank. Age and experience is no bar but something special should mark out this individual working in the private client world. Rising star
Awarded to: A private banker or wealth manager under the age of 35 who is not yet in a senior management position but shows the potential to be a leading individual. Women in wealth management
Awarded to: Open to women in private banking or wealth management who are an inspiration both to female clients and colleagues. Outstanding contribution to wealth management thought leadership
Awarded to: Open to individuals or organisations who have made an outstanding contribution to thought leadership in wealth management.

WealthBriefingAsia Hong Kong Awards 2016 Nominations

WealthBriefingAsia Hong Kong Awards 2016 Nominations

Please select all the awards you would like to apply for below

Private Banking Categories

Private Banking Categories

Marketing/PR Categories

Marketing/PR Categories

Investment Management Categories

Investment Management Categories

Private Client Categories

Private Client Categories

Wealth Management Technology Categories (open to technology vendors only)

Wealth Management Technology Categories (open to technology vendors only)

Wealth Management Technology Categories (open to any organisation)

Wealth Management Technology Categories (open to any organisation)

Other Wealth Management Categories

Other Wealth Management Categories

Wealth Management Technology
Categories (open to technology vendors only)

Wealth Management Technology
Categories (open to technology vendors only)

Wealth Management Technology
Categories (open to any organisation)

Wealth Management Technology
Categories (open to any organisation)