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The Fullerton Hotel 13-Oct-2017
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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
Testimonials
Judges
We are proud to announce that the 2017 Judging Panel for this year’s PBI awards have been announced!
David Wilson, Financial Services Global Business Unit, Capgemini
David Wilson heads Capgemini’s Asia Wealth Management business, for Capgemini’s Financial Services Global Business Unit. David has professional services and financial services experience spanning the areas of strategic research and analysis, management consulting, and marketing.
David focuses on wealth management and in addition to client engagements, has co-authored leading reports such as the Capgemini World Wealth Report and Asia-Pacific Wealth Report. He also blogs regularly at www.thewealthconsultant.com.
Previously, David was a strategy consultant for Capgemini Consulting’s Strategy and Transformation practice where he worked on projects across a variety of sectors.
Prior to joining Capgemini in 2007, David worked for the U.S. wealth management divisions of UBS Wealth Management and Merrill Lynch Global Private Client Group.
David was born in Sheffield, England and graduated with degrees in economics and French from universities in the USA and France. In addition, he played professional basketball in Toulouse, France.
David is currently based in Singapore.
Professor Francis Koh, Mapletree Professor in Real Estate and Special Advisor, Office of the President, Singapore Management University (SMU)
Professor Francis Koh is the Mapletree Professor in Real Estate and Special Advisor, Office of the President at Singapore Management University (SMU). Since 2004, he has been the Academic Director of SMU’s MSc in Wealth Management Programme, which is ranked first in Asia and globally No 3 by Financial Times.
From 1979 and 1994, he was a tenured faculty at the National University of Singapore (NUS). Between 1994 and 2002, Francis was employed by the Government of Singapore Investment Corporation (GIC) where he was involved in private equity projects in the region, including China, Thailand, Indonesia and Malaysia.
Francis has been active in consulting, executive development and public service. Amongst other public appointments, he is a Member of the Ngee Ann Polytechnic Investment Committee, Member of the Board of Governors, Singapore College of Insurance, and an Independent Director of China Taiping Insurance in Singapore.
He has published in numerous academic journals. In 2012, Francis was awarded an Honorary Doctorate (honoris causa) in Economics by the University of St Gallen, Switzerland. In 2013, he was conferred the Public Administration Medal (Silver Award) by the Government of Singapore. In 2016, he received the Lifetime Achievement Award from the wealth management industry.
Meghna Murkerjee, Wealth Management Analyst, Aite Group
As of August 2017 Meghna become Wealth Management Analyst at Aite Group. Previously Meghna was the Editor of Private Banker International. She had been working with the magazine as Editor since 2014 and was previously the Asia Editor and Analyst for the private banking sector in Singapore.
Meghna regularly leads and delivers bespoke research projects for clients and chairs industry round-tables and panel discussions. Drawing on a strong background in journalism, Meghna ensured that PBI maintained its position as a leading publication that knows the pulse of the private banking and wealth management industry – bringing together industry exclusives, insightful research and definite data.
Ronan McCaughey, Editor, Private Banker International
Ronan McCaughey is editor of Private Banker International and Life Insurance International at Verdict. He is an award-winning journalist with over 10 years’ experience reporting on financial services, from wealth management and pension funds, to banking and insurance. Ronan learnt his trade by working on a weekly newspaper in the West of England. Outside journalism, he has worked as a financial PR and spent two years teaching English in Japan.
Oliver Williams, Founding Member, WealthInsight
Oliver Williams is a founding member of WealthInsight a leading wealth consultancy that advises companies operating in the wealth sector. Since its inception, Oliver has headed up WealthInsight’s research departments, growing its intelligence in over 170 countries. A recognised authority on the elusive trends of the wealthy, Oliver has reported, written and talked on the topic of wealthy individuals to organisations and the world’s press (BBC, CNBC, Financial Times, Wall Street Journal to name but a few).
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
Partners
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 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
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
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
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
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