27th Private Banker International Global Wealth Summit and Awards 2017: Singapore

The Fullerton Hotel   13-Oct-2017

About

Awarding the leading Global Private Banks and Wealth Management Companies

Supporting the sector in differentiating proposition, navigating digital integration and securing engagement from future customers

Private Banker International Global Wealth Summit and Awards brings together the worldwide leading Private Banks and Wealth Management Companies to address key industry issues in the daytime Summit and celebrate the leading sector initiatives in the evening during an Awards Gala Dinner.

This prestigious, leading industry event has been celebrating the best and most innovative institutions and projects for 26 years and is hosted by the renowned publication Private Banker International. The 2017 event will take a deeper look into core themes including proposition differentiation in the face of new disruptive competitors, customer engagement now and in the transfer of wealth, practical digital integration all in the setting of regulatory compliance.


Attend

Venue

The Fullerton Hotel

1 Fullerton Square,
Function Room: Ballroom I + II
049178


Speakers

The programme for this event is currently in production. We are at present conducting primary research with over 50 companies in the private banking and wealth sector to ensure our content is focused and offers real value to attendees.

If you are proud of an initiative you would like to share with your peers, please get in touch with us at:
E-mail: Kathryn.Essery@arena-international.com

Rohit Bhuta
Chief Executive Officer – Crossinvest

Asheesh Chanda
Founder – Kristal.AI

Shang Wei Chow
Managing Director, Market Head, Singapore – HSBC

Urs Lichtenberger
Director, Client Platform, Asia Pacific – Credit Suisse

Gerald Mackenzie
Director, Innovation and Business Transformation – Credit Suisse

Ronan McCaughey
Editor, Private Banker International

Rana Peries
Director, Innovation & Digital – Barclays

Bassam Salem
CEO Asia Pacific – Citi Private Bank

Ketan Samani

Chief Digital Officer APAC – UBS Wealth Management

Sanjoy Sen
Managing Director, Retail & Wealth Asia – ANZ

Mark Smallwood
Managing Director – Confidentem Private Office

Su Shan Tan
Group Head, Consumer Banking and Wealth Management – DBS


Sponsors


Event sponsor

BNP Paribas Wealth Management

Address: BNP Paribas Singapore Branch
ACI: ESGS10A
10 COLLYER QUAY
049315
Telephone:+65 6210 4594
Fax+65 6210 4924
Web address:http://wealthmanagement.bnpparibas/en.html




Media Partner

Bandwidth Recruitment

Bandwidth Recruitment is an independent specialist in the provision of permanent and contract/interim staff solely to the payments industry.

Our track record of success can be attributed to many years recruitment experience combined with maturity and credibility.

We have spent years working within the payments sector building an enviable network of contacts and successfully providing a first class recruitment service to clients and candidates alike.

This network, combined with a thorough understanding of the payments lifecycle means we can discuss our clients’ requirements with knowledge and accurately match them to the very best candidates.

We work with many of the key players in the card payments sector. Our clients may range from large corporates to smaller privately owned organisations but the service remains the same – excellent and great value.




Media Partner

Banking Business Review

Address: Banking Business Review
Web address:http://www.banking-business-review.com/




Media Partner

Banking Technology

Banking Technology is the definitive source of news and analysis of the global fintech sector.

We are the go-to, trusted resource for financial services and banking technology buyers, sellers, developers, integrators, regulators and other specialists across the sector, big and small.

Our reputation has been earned over the years through our understanding of the industry, investigative journalism and independence.

Our website offers daily news and commentary on all things fintech.

Our iconic monthly Banking Technology Magazine – in circulation for over three decades – provides in-depth research of the industry’s developments and trends. It is available in print and digital.

Our annual awards show, Banking Technology Awards, recognises excellence in the use of IT in banking and financial services, strive for innovation, and professional contribution to the industry’s betterment.

Visit our website: www.bankingtech.com

Sign up for our free daily newsletter

Follow us on Twitter @BankingTechno

Follow us on LinkedIn

Join our LinkedIn Banking Technology Group

SPONSOR CONTACT DETAILS
Address: http://www.bankingtech.com/
Web address:http: //www.bankingtech.com/




Media Partner

CIO Application

CIO Application is a technology magazine published in silicon valley that creates a premiere platform for CIO s to discuss their innovative enterprise solutions and allows IT Vendors to learn about new solutions that can grow their business. We rigorously test,review and report the technologies and services of US enterprise IT vendors. With this analysis ,we provide a comprehensive guide for technology leaders to make educated decisions about their IT purchasing and spending and overall gain a better understanding in how to achieve their business goals.

SPONSOR CONTACT DETAILS
Address: http://www.cioapplications.com/
Web address:http://www.cioapplications.com/




Media Partner

Crowd Reviews - Financial

CrowdReviews.com is a transparent online platform for determining which products and services are the best based on the opinion of the crowd. The crowd consists of Internet users which have experienced products and services first-hand and have an interest in letting other potential buyers their thoughts on their experience.

SPONSOR CONTACT DETAILS
Address: http://www.crowdreviews.com/best-financial-software
Email address:contact@crowdreviews.com
Web address:http://www.crowdreviews.com/best-financial-software




Media Partner

Enterprise Services Outlook

Enterprise Services Outlook is a print magazine which provides a platform to thinkers, practitioners, strategists and visionaries in the Enterprise Services landscape. Our platform is uniquely positioned to let upcoming and promising enterprise services vendors to showcase their innovative services.

Sourcing professionals working for US corporations are in search for a one stop resource that will help them keep track of new innovative offerings from service providers. Enterprise Services Outlook provides deeper information about outsourcing companies, makes available practical experiences and advice from their peers working in other reputed companies in the U.S. who have similar problems and keeps them abreast with important news, analysis and thought leadership in the services arena.

Enterprise Services Outlook is that source which provides value to senior sourcing executives that shelf life of the magazine is forever.
Published from Silicon Valley, USA. Enterprise Services Outlook is an excellent platform for upcoming vendors from all over the world to share their unique offering, capabilities and successes with 48,000 strong senior sourcing decision makers.

SPONSOR CONTACT DETAILS
Address: http://www.esoutlook.com/magazine/
Telephone:510-996-5124
Email address:editor@esoutlook.com
Web address:http://www.esoutlook.com/magazine/




Media Partner

FDE

SPONSOR CONTACT DETAILS

Address: FDE
Web address:http://www.the-financedirector.com/




Media Partner

Fintech Finance

Fintech Finance works with prominent executives in the industry to provide key decision-makers globally within the foremost financial services organizations with consistent and accurate intelligence on emerging trends, breakthrough technologies and stimulating developments, helping them to make informed decisions. At Fintech Finance, we produce monthly video episodes looking at range of topics within financial services, as well as attending some of the most prominent events within the sector.

http://www.fintech.finance/

SPONSOR CONTACT DETAILS
Address: http://www.fintech.finance/
Web address:http://www.fintech.finance/




Media Partner

Future Banking

SPONSOR CONTACT DETAILS
Address: http://www.banking-gateway.com/
Web address:http://www.banking-gateway.com/




Media Partner

GlobalData

GlobalData is a one-stop solution for actionable insight into the pharmaceutical and medical device sectors. Together with the best team of researchers, analysts, epidemiologists and consultants, and an unmatched suite of proprietary databases, we provide high-quality, accurate and transparent insight that can help you achieve growth and increase business value.

Our valuable research and consulting solutions ensure you stay at the forefront of the industry by integrating accurate market forecasts and healthcare analytics on the latest trends and developments. Among other benefits, our informed healthcare industry perspectives have assisted businesses based across the pharmaceuticals, biotechnology and medical equipment markets in making strategic decisions that have increased the value of their products and services.

SPONSOR CONTACT DETAILS
Address: John Carpenter House
7 Carmelite Street
London
EC4Y 0BS
Email address:info@globaldata.com
Web address:http://www.globaldata.com/




Media Partner

Insurance Business Review

SPONSOR CONTACT DETAILS
Address: http://www.insurance-business-review.com
Web address:http://www.insurance-business-review.com




Media Partner

iU eMagazine

It’s true, that what we feed our brains with is what grooms us and eventually the society. Inspiration Unlimited eMagazine is a venture that is an All Positive, No Gossips Media Platform, The No.1 inspirational eMagazine that brings Inspirational News & Stories from around the globe from various dimensions & strata of society. In a nutshell it’s A delight for entrepreneurs, A vision for writers, A feast for energy seekers, A visionary platform for journalists, A pat on the back for those who struggle, A hope for readers of today & the strongest base for the future of a well-wired & positively inspired society.

Know more: http://www.iuemag.com

SPONSOR CONTACT DETAILS
Address: http://www.iuemag.com
Telephone:+9180 2340 1461
Email address:contact@iuemag.com
Web address:http://www.iuemag.com




Media Partner

Private Banker International (PBI)

Private Banker International (PBI) is an editorially independent briefing service aimed at banks, financial services companies, related intermediaries, and technology vendors in the private banking and wealth management sector.

PBI delivers timely news and insight to C-level executives and financial services professionals by providing valuable and credible information on global private banking strategies, products and services, regulation and compliance, M&A activity and deals, technology, security, people moves, competitor developments and the future landscape

Established over 25 years ago, PBI counts hundreds of subscribers across the globe. Subscribers include banks and other institutions such as Coutts & Co., Société Générale Private Banking, RBC Wealth Management, AXA and many more established global and boutique firms alike

SPONSOR CONTACT DETAILS
Address:http://www.privatebankerinternational.com/
Web address:http://www.privatebankerinternational.com/




Media Partner

Private Wealth Association (PWA)

The Private Wealth Association is a non-profit organisation seeking to promote Singapore as a private wealth hub with strategic stakeholders in banking, legal, trust, tax and professional services. We aim to represent Asia as a thought leader of wealth management, providing opportunities for industry professionals and investors.to network with like-minded individuals, and to participate in dialogues and opportunities related to private wealth management via a constantly broadening network.

We work with strategic stakeholders (such as government agencies and other related industry associations) to represent and help shape the private wealth scene in Singapore as a one-stop hub for High Net Worth Individuals, Family Offices, industry professionals, experts, and the wealth community.

We believe in creating a healthy ecosystem of trusted, competent and reliable professionals for Singapore to have a competitive edge in the global arena, particularly in terms of preserving and protecting wealth, assets and investments. Thus, the Private Wealth Association is set up as a business and social platform, for the growth of wealth and doing good for the society.

As part of our education outreach with partners, it is also the Private Wealth Association’s intent to support family business growth and generational wealth transfer in Asia. This ensures that the success of the current generation is preserved as a legacy, and offers a learning experience for their family and the society.

The Private Wealth Association operates within a circle of trust, laying bricks upon the foundations of reputation and professional conduct as we work towards our goal of building the private wealth hub of Asia.

SPONSOR CONTACT DETAILS
Address: Secretariat Office
#10-01 Ocean Financial Centre
049315
Telephone:+65 6808 6555
Email address:contact@pwealth.asia
Web address:http://www.pwealth.asia/




Media Partner

The Strawhecker Group (TSG)

The Strawhecker Group (TSG) is a management consulting company focused on the electronic payments industry. The company specializes in providing merchant acquirers/ISOs, issuers, the card networks, technology and mobile companies, VARs and ISVs, payments processors, global retail merchants, bank specialty lenders and private equity firms, as well as banks and financial institutions, with advisory services to maximize their growth and profitability. TSG is also a source of data and analytics focused on consumer spending data, industry research, benchmark studies, and developing trends. For more information, please visit www.TheStrawGroup.com.

SPONSOR CONTACT DETAILS
Address:
11605 Miracle Hills Drive,
Suite 302,
Omaha
NE
68154
Telephone:402-964-2617
Web address:http://www.thestrawgroup.com/



Awards

ELIGIBLE INSTITUTIONS FOR THE 27TH PRIVATE BANKER INTERNATIONAL GLOBAL WEALTH SUMMIT AND AWARDS 2017: SINGAPORE INCLUDE:

If you believe your organisation, or an organisation you have worked with deserve a PBI award then please request a submission form at awards@sg.timetric.com.

The deadline for submissions is 28th July 2017


AWARD CATEGORIES FOR 2017

Institutional Awards

Outstanding Private Bank – North Asia

Outstanding Private Bank – South Asia

Outstanding Private Bank – Southeast Asia

Outstanding Private Bank – Asia Pacific Regional Player

Outstanding Global Private Bank – Asia Pacific

Outstanding Global Private Bank – Europe

Outstanding Global Private Bank – North America

Outstanding Global Private Bank – Latin America

Outstanding Global Private Bank – Middle East

Outstanding Global Private Bank – Africa

Outstanding Global Private Bank (Overall)

Service Proposition Awards

Outstanding Wealth Management Service for the Affluent

Best Family Office Offering

Best Next-Generation Offering

Outstanding Private Bank for UHNW Clients

Outstanding Philanthropy Offering

Outstanding NRI/Global Indians Offering

Best Discretionary & Advisory Service Offering

Most Effective Investment Service Offering

Outstanding Wealth Planning and Trust Provider

Strategy Awards

Outstanding Wealth Manager-Customer Relationship Service and Engagement

Outstanding Private Bank for growth strategy – Organic

Outstanding Private Bank for growth strategy – M&A

Outstanding Wealth Management Technology Initiative – Front End

Outstanding Wealth Management Technology Initiative – Back Office

Most Innovative Digital Offering

Most Innovative Business Model

People Awards

Outstanding RM Training and Development Programme

Outstanding Young Private Bankers*

* Open to Private Bankers 40 and below

Outstanding Private Banker – Asia Pacific

Outstanding Global Private Banker

Rising Star for Asia-Pacific

JUDGING CRITERIA

Submission must reference projects from the years 2016 and 2017.

There is no limit on the number of submissions.

The judges will make their decisions on the awards winners based on the quality and depth of the submission, information from executive interviews, and corroborated facts by peers and industry experts. From the nominations, three institutions or individuals will be shortlisted for each award, by the Timetric and PBI Editorial Board. Following the review of the shortlisted applications, our judging panel will make the final selection of the winners.

Please note that responses will be treated as commercially-confidential and not for public circulation. We will seek permission before any use of the data, beyond that for the assessment of our judging panel.


Who won the 2016 awards?

The award winners were announced and presented at the Awards Gala Dinner on 14th October 2016 at The Fullerton Hotel Singapore.

The PBI awards are regarded as the most credible in the industry, voted by the industry, for the industry.

Meghna Mukerjee, Editor, Private Banker International commented: “The quality and sophistication of the awards nominations this year have been of the highest standards.”

“These are challenging and changing times for the private banking industry: from squeezed margins to shifting customer behaviour to demanding regulatory requirements. These awards recognise those institutions that are best adjusting to the “new normal” at this pivotal time in its evolution. Innovation, flexibility and reliability are the watchwords for best-in-class wealth businesses.”

The PBI Awards are based on a rigorous selection process which starts with nominations from industry professionals, including the readership of PBI. Nominees are then shortlisted and submitted to a panel of judges who decide the finalists in each award category and the overall winner and highly commended.

INSTITUTIONS

Outstanding Private Bank – North Asia

WINNER: HSBC PRIVATE BANK

Highly Commended: BNP PARIBAS WEALTH MANAGEMENT

Highly Commended: KEB HANA BANK

Outstanding Private Bank – South Asia

WINNER: CITI PRIVATE BANK

Highly Commended: DBS PRIVATE BANK

Outstanding Private Bank – Southeast Asia

WINNER: BANK OF SINGAPORE

Highly Commended: MAYBANK PRIVATE WEALTH

Highly Commended: CIMB PRIVATE BANKING

Outstanding Regional Private Bank – Asia Pacific

WINNER: DBS PRIVATE BANK

Highly Commended: BANK OF SINGAPORE

Highly Commended: TAISHIN BANK

Outstanding Global Private Bank – Asia Pacific

WINNER: UBS AG

Outstanding Private Bank – Africa

WINNER: STANDARD BANK

Outstanding Private Bank – Europe

WINNER: BNP PARIBAS WEALTH MANAGEMENT

Highly Commended: KBL EUROPEAN PRIVATE BANKERS

Highly Commended: SOCIETE GENERALE PRIVATE BANKING

Outstanding Private Bank – Middle East

WINNER: EMIRATES NBD PRIVATE BANKING

Highly Commended: CREDIT SUISSE AG

Outstanding Private Bank – Latin America

WINNER: ITAU PRIVATE BANK

Outstanding Private Bank – North America

WINNER: RBC WEALTH MANAGEMENT

Highly Commended: BANK OF MONTREAL

Highly Commended: FIELD POINT PRIVATE

Outstanding Global Private Bank – Overall

WINNER: UBS AG

SERVICE PROPOSITION

Outstanding Wealth Management Service for the Affluent

WINNER: CITIGOLD PRIVATE CLIENT

Highly Commended: DBS TREASURES PRIVATE CLIENT

Best Family Office Offering

WINNER: CREDIT SUISSE AG

Highly Commended: BNP PARIBAS WEALTH MANAGEMENT

Highly Commended: UBS WEALTH MANAGEMENT

Best Next-Generation Offering

WINNER: CREDIT SUISSE AG

Highly Commended: BNP PARIBAS WEALTH MANAGEMENT

Highly Commended: CITI PRIVATE BANK

Outstanding Private Bank for UHNW Clients

WINNER: BNP PARIBAS WEALTH MANAGEMENT

Highly Commended: CITI PRIVATE BANK

Outstanding Philanthropy Offering

WINNER: COUTTS

Highly Commended: UBS WEALTH MANAGEMENT

Outstanding NRI/Global Indians Offering

WINNER: EMIRATES NBD PRIVATE BANKING

Highly Commended: CITI PRIVATE BANK

Best Discretionary & Advisory Service Offering

WINNER: CREDIT SUISSE AG

Highly Commended: BANK JULIUS BAER

Highly Commended: CROSSINVEST (ASIA) PTE LTD

Most Effective Investment Service Offeringo

WINNER: ITAU PRIVATE BANK

Highly Commended: BANK OF MONTREAL

Outstanding Wealth Planning & Trust Provider

WINNER: HSBC PRIVATE BANK

STRATEGY

Most Innovative Digital Offering

WINNER: CREDIT SUISSE AG

Highly Commended: UBS WEALTH MANAGEMENT

Most Innovative Business Model

WINNER: KEB HANA BANK

Highly Commended: CITIGOLD PRIVATE CLIENT

Highly Commended: TAURUS WEALTH ADVISORS

Outstanding Private Bank for Growth Strategy – M&A

WINNER: BANK JULIUS BAER

Highly Commended: UNION BANCAIRE PRIVEE

Outstanding Private Bank for Growth Strategy – Organic

WINNER: MAYBANK PRIVATE WEALTH

Highly Commended: NOAH HOLDINGS LIMITED

Outstanding Wealth Manager – Customer Relationship Service and Engagement

WINNER: SOCIETE GENERALE PRIVATE BANKING

Highly Commended: RBC WEALTH MANAGEMENT

Outstanding Wealth Management Technology Initiative – Front End

WINNER: CREDIT SUISSE AG

Highly Commended: CONTINEO LIMITED

Highly Commended: CAIXA BANK

Outstanding Wealth Management Technology Initiative – Back Office

WINNER: UBS WEALTH MANAGEMENT

Highly Commended: AVALOQ SOURCING ASIA PACIFIC (SINGAPORE) PTE LTD

Highly Commended: MAYBANK PRIVATE WEALTH

PEOPLE AWARDS

Outstanding RM Training & Development Programme

WINNER: CITIGOLD PRIVATE CLIENT

Highly Commended: STANDARD BANK

Outstanding Young Private Bankers

JESSY LAI, CIMB PRIVATE BANKING

OOI THENG SHAN, CIMB PRIVATE BANKING

PATRICK TAN, CIMB PRIVATE BANKING

IVY CHENG, MAYBANK PRIVATE WEALTH

JACK LIM, MAYBANK PRIVATE WEALTH

JENNY CHIN, MAYBANK PRIVATE WEALTH

YVONNE HO, MAYBANK PRIVATE WEALTH

EUGENE TAN, DBS PRIVATE BANK

GAURAV VIJAY WAHI, DBS PRIVATE BANK

HUSSAIN POONAWALLA, DBS PRIVATE BANK

KAREN LAM, DBS TREASURES PRIVATE CLIENT

KELVIN TAN CHUN HOE, DBS TREASURES PRIVATE CLIENT

KENNETH CHOI KING YU, DBS TREASURES PRIVATE CLIENT

MICHELE TAN MEI LING, DBS PRIVATE BANK

SANTOSH RAO, DBS TREASURES PRIVATE CLIENT

SHERYL HO, DBS TREASURES PRIVATE CLIENT

SULAIMAN, DBS TREASURES PRIVATE CLIENT

SUSAN TAN BEE WAH, DBS TREASURES PRIVATE CLIENT

PIERRE DEPARPE, SOCIETE GENERALE PRIVATE BANKING

Rising Star for Asia Pacific

SAMUEL LIN, TAISHIN BANK

Outstanding Private Banker – Asia Pacific

MIGNONNE CHENG, BNP PARIBAS WEALTH MANAGEMENT

Outstanding Global Private Banker

BORIS COLLARDI, BANK JULIUS BAER


Agenda

Supporting the sector in differentiating proposition, navigating digital integration and securing engagement from future customers

The 2017 Summit will bring together industry thought leaders to delve into core themes including proposition differentiation in the face of new disruptive competitors, customer engagement now and in the transfer of wealth, practical digital integration all in the setting of regulatory compliance.


Download Agenda

Presentations

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