SPONSORSHIP PACKAGES THE SIXTH ANNUAL GREATER CHINA WEALTHBRIEFINGASIA AWARDS FOR EXCELLENCE - CLEARVIEW FINANCIAL MEDIA

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SPONSORSHIP PACKAGES THE SIXTH ANNUAL GREATER CHINA WEALTHBRIEFINGASIA AWARDS FOR EXCELLENCE - CLEARVIEW FINANCIAL MEDIA
SPONSORSHIP PACKAGES
The Sixth Annual Greater China WealthBriefingAsia Awards for Excellence
SPONSORSHIP PACKAGES THE SIXTH ANNUAL GREATER CHINA WEALTHBRIEFINGASIA AWARDS FOR EXCELLENCE - CLEARVIEW FINANCIAL MEDIA
WealthBriefingAsia GREATER CHINA
                                                                                          AWARDS 2020
OVERVIEW
The focus of the Sixth Annual WealthBriefingAsia
Greater China Awards for Private Banking
Excellence 2021, part of the global awards
programme at WealthBriefing, is to recognise
outstanding performance, both domestic and
international.

Winning a WealthBriefingAsia Award sets
organisations and individuals apart from their
peers and is a tangible demonstration that they
have something special to offer.

Sponsors will also be invited to contribute to the
post awards Acclaim Magazine and have an
interview with Group Editor, Tom Burroughes.

This year we are also adding a professionally
produced video to the marketing collateral for
sponsors and winners.

Key dates for the diary

Nominations open                  23 November 2020

Submission deadline               5 March 2021
			                               (at midnight)

Winners & finalist notification   15 March 2021

PUBLIC ANNOUNCEMENT               12 April 2021

The Sixth Annual Greater China WealthBriefingAsia Awards for Excellence 2021 - Showcasing The Best In The Industry
SPONSORSHIP PACKAGES THE SIXTH ANNUAL GREATER CHINA WEALTHBRIEFINGASIA AWARDS FOR EXCELLENCE - CLEARVIEW FINANCIAL MEDIA
WealthBriefingAsia GREATER CHINA
                                                                                                                                                         AWARDS 2020
AWARD CATEGORIES (Available for individual sponsorship)
 PRIVATE BANKING CATEGORIES                                        ALTERNATIVES PROVIDER                                           CLIENT EXPERIENCE
                                                                   Awarded To: A private bank alternatives provider in the         Awarded To: A client experience provided by a private bank in
 OVERALL REGIONAL PRIVATE BANK                                     Greater China Region.                                           the Greater China Region.
 Awarded To: A private bank in the Greater China Region;
 open to domestic and international banks.                         NRI OFFERING BY A PRIVATE BANK                                  EXCELLENCE IN SERVICING NORTH AMERICAN CLIENTS
                                                                   Awarded To: Best non-resident Indian offering by a private      (SUPPORTED BY FAMILY WEALTH REPORT)
 MAINLAND CHINA WEALTH MANAGER                                     bank in the Greater China Region.                               Awarded To: This award is sponsored by Family Wealth Report
 Awarded to: A provider of wealth management products and                                                                          the sister publication of WealthBriefingAsia covering wealth
 services to the onshore China market.                             PHILANTHROPY SERVICES                                           management news within the American market. It
                                                                   Awarded To: A philanthropy offering by a private bank in the    recognises the institution offering the best service to
 HONG KONG DOMESTIC PRIVATE BANK                                   Greater China Region.                                           Greater China-based North American Clients.
 Awarded To: A private bank serving the Hong Kong domestic
 market.                                                           SRI OFFERING                                                    PRIVATE BANKING REGIONAL PARTNERSHIP
                                                                   Awarded To: A socially responsible investing offering by a      Awarded To: An international private banking regional
 HONG KONG INTERNATIONAL PRIVATE BANK                              private bank in the Greater China Region.                       partnership within the Greater China region.
 Awarded To: A private bank serving the Hong Kong
 international market.                                             DISCRETIONARY PORTFOLIO MANAGEMENT OFFERING                     REGIONAL GROWTH STRATEGY AND IMPLEMENTATION
                                                                   Awarded To: A discretionary portfolio management offering       Awarded To: A private banking growth and expansion strategy
 TAIWAN MARKET PRIVATE BANK                                        from a private bank in the Greater China Region.                and implementation within the Greater China region.
 Awarded To: A private bank serving the Taiwan market.
                                                                   DIGITAL PLATFORM                                                INSURANCE PRODUCT OR OFFERING FOR UHNW FAMILIES
 EXTERNAL ASSET MANAGER (EAM) SERVICE PROVIDER                     Awarded To: A digital platform from a private bank in the       Awarded To: A provider of insurance advice or products to
 Awarded To: A bank platform provided to the external asset        Greater China Region.                                           UHNW families in the Greater China region.
 manager or multi family office market in Greater China.
                                                                   WEALTH MANAGER SERVICING FAMILIES                               WEALTH MANAGEMENT CLIENT ONBOARDING INITIATIVE
 CREDIT PROVIDER                                                   Awarded To: A offering specifically for UHNW families or        Awarded To: An initiative to onboard clients by a wealth
 Awarded To: A private bank provider of credit facilities in the   single family offices (SFO) in the Greater China Region (open   manager within the Greater China region.
 Greater China market.                                             to banks or other wealth managers and advisors).
                                                                                                                                   PRIVATE BANK EMPLOYER OR TALENT MANAGEMENT
 PURE PLAY BOUTIQUE PRIVATE BANK                                   PRIVATE EQUITY PROVIDER                                         INITIATIVE
 Awarded To: A pure play private bank operating in the             Awarded To: A provider of private equity advice and services    Awarded To: A private bank that has demonstrated its ability
 Greater China Region.                                             in the Greater China Region.                                    to attract and retain its private banking employees through
                                                                                                                                   a combination of skillful recruitment or talent management
 WEALTH PLANNING TEAM                                              IMPACT INVESTING                                                within Greater China.
 Awarded To: A wealth planning team in a private bank in the       Awarded To: A private bank provider of impact investing
 Greater China Region.                                             advice and services.

 The Sixth Annual Greater China WealthBriefingAsia Awards for Excellence 2021 - Showcasing The Best In The Industry
SPONSORSHIP PACKAGES THE SIXTH ANNUAL GREATER CHINA WEALTHBRIEFINGASIA AWARDS FOR EXCELLENCE - CLEARVIEW FINANCIAL MEDIA
WealthBriefingAsia GREATER CHINA
                                                                                                                                                          AWARDS 2020
AWARD CATEGORIES (Available for individual sponsorship)
 WEALTH MANAGEMENT MARKET ENTRANT                                 FAMILY WEALTH ADVISORY OFFERING                                   WOMAN OF THE YEAR IN GREATER CHINA WEALTH
 Awarded To: A new firm offering wealth management                Awarded To: A non-bank provider of advisory specific or           MANAGEMENT
 services or advice within the Greater China region.              general services relating to the management of family (or         Awarded To: A standout female family office or private
                                                                  SFO) wealth or within Greater China (open to Trusts/Lawyers/      banking executive who has demonstrated an ability to
 PRIVATE BANKING CHARITIES TEAM                                   Consultancies).                                                   perform at the highest level, maintain industry values and
 Awarded To: A private banking team offering charities                                                                              excelled within the Greater China region.
 advisory within Greater China.                                   GOVERNANCE SERVICE FOR FAMILIES
                                                                  Awarded To: A non-banking provider of advisory services           LIFETIME ACHIEVEMENT
 COLLECTIBLES ADVICE PROVIDER                                     relating specifically to family (or SFO) governance within        Awarded To: A senior executive from around the region to
 Awarded To: A provider of advice to UHNW families on             Greater China (open to Trusts/ Lawyers/Consultancies)             recognise their work over a number of years.
 collectables within Greater China.
                                                                  WEALTH MANAGEMENT M&A DEAL                                        OUTSTANDING INDIVIDUAL
 FIXED INCOME OFFERING                                            Awarded To: A merger and/ or acquisition deal between             Awarded To: A senior wealth management executive from
 Awarded To: A wealth manager with fixed income advice,           wealth managers in the Greater China region.                      around the region to recognise their work during the year.
 offering or analysis in Greater China.
                                                                  BEST PRIVATE BANKING ESG OFFERING                                 BEST NEW ENTRANT INTERNATIONAL FINANCE CENTRE (IFC)
 REAL ESTATE ADVISORY SERVICES                                    Awarded To: A Private bank offering the best demonstrable         SERVICING THE GREATER CHINA REGION
 Awarded To: A wealth manager offering advice about               environmental, social and governance (ESG) policy within the      Awarded To: A standout International Financial Centre (IFC)
 international real estate investments or offering facilitation   Greater China region.                                             which has, as a new entrant, demonstrated an ability to
 services to clients within Greater China.                                                                                          identify and service clients within the Greater China region at
                                                                  INDIVIDUAL AWARDS                                                 a high level
 MULTI-FAMILY OFFICE (MFO) SERVICE PROVIDER                       (Must be supported by a private banking employer)
 Awarded To: A provider of platform or advisory services to
 Multi-family Offices (MFO) within Greater China (open to         WEALTH MANAGEMENT RISING STAR UNDER 30
 banks only).                                                     Awarded To: A standout wealth manager who despite their
                                                                  age, has in the opinion of their employer demonstrated an
 PRIVATE BANK FOR FAMILY GOVERNANCE SERVICES                      ability to perform at a high level, maintain values and operate
 Awarded To: A provider of advisory services relating             within the high standard demanded by their employer within
 specifically to family governance within Greater China           the Greater China region.
 (open to banks only).
                                                                  WEALTH MANAGEMENT RISING STAR UNDER 40
 NEXT-GEN PROGRAMME                                               Awarded To: A standout wealth manager who has in the
 Awarded To: A provider of advisory services or range of          opinion of their employer, demonstrated an ability to perform
 programmes relating specifically to the management of next       at a high level, maintain values and operate within the high
 generation (next-gen) family wealth within Greater China         standards demanded by their employer within the
 (open to banks only).                                            Greater China region.

 The Sixth Annual Greater China WealthBriefingAsia Awards for Excellence 2021 - Showcasing The Best In The Industry
SPONSORSHIP PACKAGES THE SIXTH ANNUAL GREATER CHINA WEALTHBRIEFINGASIA AWARDS FOR EXCELLENCE - CLEARVIEW FINANCIAL MEDIA
WealthBriefingAsia GREATER CHINA
                                                                                                                                                       AWARDS 2020
WHY SPONSOR?
 To enhance the independence and credibility of these                 • Extensive brand exposure on the night to over 150 of      •   WealthBriefingAsia
 awards, sponsorship is only open to businesses not                     Hong Kong’s leading private banking, C-level executives   •   Family Wealth Report
 competing for these awards.                                            and guests.                                               •   Offshore Red
                                                                      • The opportunity to target an affluent market with high    •   Compliance Matters
 These prestigious awards recognise excellence within the               disposable income.
 wealth management and private banking industry.                      • Excellent networking opportunities with senior
                                                                        decision-makers.                                              FOR SPONSORSHIP
 In addition they provide your business with a highly                 • Association with leading industry awards.
 affluent, captive audience of private bankers, lawyers,              • The chance to develop new contacts and expand your            OPPORTUNITIES CONTACT:
 accountants and financial advisors across the wealth                   sales network.
 management sector.                                                   • Increased brand exposure within the wealth                    ANDREW DEANE
                                                                        management sector.                                            Business Development Director
 Consequently these awards present your business with a                                                                               WealthBriefing
 unique opportunity to be involved in industry sector                 Media                                                           UK Mobile: +44 7957 782290
 sponsorship giving your company the following:                                                                                       Singapore MB: +65 98867063
                                                                      All sponsors will receive coverage in WealthBriefing and        HK MB: + 852 5531 9084 (Whatsapp)
 • Exposure across our subscription base and associated               also feature in the awards program, together with other         andrew.deane@clearviewpublishing.com
   international media (60,000 subscribers worldwide).                media listed as follows:

Partners who support our global awards

                               bitarisk.
                               BETTER INTELLIGENCE THROUGH ANALYSIS

 The Sixth Annual Greater China WealthBriefingAsia Awards for Excellence 2021 - Showcasing The Best In The Industry
SPONSORSHIP PACKAGES THE SIXTH ANNUAL GREATER CHINA WEALTHBRIEFINGASIA AWARDS FOR EXCELLENCE - CLEARVIEW FINANCIAL MEDIA
WealthBriefingAsia GREATER CHINA
                                                                                              AWARDS 2020
SPONSORSHIP BENEFITS                                                               HEADLINE             AWARD CATEGORY

Verbal acknowledgement from awards host                                               3                         3

Tickets to awards dinner                                                             10                         5
Branding on awards backdrop                                                           3                         3
Logo in awards programme                                                              3                         3
Full-page colour advertisement in awards programme                                    3                         3
300-word profile in awards programme                                                  3                         3
Web banner on main awards event website with link                                     3                         3
Opportunity to make welcome speech from main awards podium                            3
Name associated with an award category                                                3                         3
Opportunity to present award to category winner                                       3                         3
Opportunity to present 3 key awards                                                   3
Logo on table plan                                                                    3
Interview with the Editor                                                             3
Branding in the drinks reception area (to be approved by the organiser)                                         3
Professionally Produced Video                                                         3                         3

                                                                                   £20,000                   £7,500

                            “Thank you for organising such a great event.
                              Our team said it was a fantastic evening.”

 The Sixth Annual Greater China WealthBriefingAsia Awards for Excellence 2021 - Showcasing The Best In The Industry
SPONSORSHIP PACKAGES THE SIXTH ANNUAL GREATER CHINA WEALTHBRIEFINGASIA AWARDS FOR EXCELLENCE - CLEARVIEW FINANCIAL MEDIA
WealthBriefingAsia GREATER CHINA
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            AWARDS 2020
AWARDS SUPPLEMENT
Acclaim: WealthBriefingAsia’s Exclusive Awards Supplement
These awards supplements have been created to maximise the marketing potential for winners so they can tell their most critical markets of their success.

                                                                                                                           1
 ACCLAIM
                                                                                                                                                                                                                                                                                                                                                       ACCLAIM | WealthBriefingAsia Recognises Leaders Across the Global Wealth Management Industry                          13      14    ACCLAIM | AUGUST 2017

                                                                                                                                                                                                                                                                                                                                        CLIENT COMMUNICATION                                                                                                                                      THE WEALTHBRIEFINGASIA                                                                                           Benefits

                                                                                            #
                                                                                                                                                                                                                                                                                                                                           EXCELLENCE AMID                                                                                                                                         AWARDS WINNERS 2017
                                                                                                                                                                                                                                                                                                                                            VOLATILE TIMES
 RECOGNISING LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY
                                   THROUGH THE WEALTHBRIEFINGASIA AWARDS PROGRAMME
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (open to technology vendors only)

                                                                                                                                                                                                                                                                                                                                Julian Webb, Head of Investment Data Management, Analytics and
                                                                                                                                                                                                                                                                                                                          Client Communications, SS&C Technologies talks to WealthBriefingAsia’s editor
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          FRONT OFFICE SOLUTION                                      INNOVATIVE FINTECH SOLUTION
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   This high quality publication offers the
 EXCLUSIVE                                                                                                                                                                                                                                                                                                                        Tom Burroughes on how its end-to-end client communications

 THE WEALTHBRIEFINGASIA
                                                                                                                                                                                                                                                                                                                                                    solution delivers results.
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   following benefits:
                                                                                                                                                                                                                                                                                                                    F
                                                                                                                                                                                                                                                                                                                          or over 30 years, SS&C Technologies,          complete and timely content expressive of the           to bring even more interactive content design,

 2017 AWARDS WINNERS
                                                                                                                                                                                                                                                                                                                          Inc. has created the most comprehen-          investment advisors delivery on their invest-           production and workflow features to our clients
                                                                                                                                                                                                                                                                                                                          sive powerhouse of software technology        ment mandate.                                           – to help them best meet the needs of their               PORTFOLIO MANAGEMENT                                       CLIENT ACCOUNTING – EDITOR’S AWARD
                                                                                                                                                                                                                                                                                                                    in the financial services industry - technology        Members of the team have first-hand ex-              clients, the investors whom need transparency
                                                                                                                                                                                                                                                                                                                    that complements our unrivaled expertise and        perience as former heads of client reporting,           on their investments.
                                                                                                                                                                                                                                                                                                                    professionalism in fund administration, insur-      business analysts and senior reporting leads               The emphasis is on allowing our clients to
                                                                                                                                                                                                                                                                                                                    ance and pension funds, and asset and wealth        at buy-side organizations.                              produce reporting content that is a differenti-
                                                                                                                                                                                                                                                                                                                    management accounting and operations.                                                                       ating service to their clients. Vision FI provides

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   • Interview with our editorial team
                                                                                                                                                                                                                                                                                                                       In recognition of this commitment to excel-      Explain how you intend to stay out front of             unparalleled autonomy and control for firms to
                                                                                                                                                                                                                                                                                                                    lence, our Vision FI solution was awarded as        the competition.                                        define and deliver compelling content.
                                                                                                                                                                                                                                                                                                                    Best Client Reporting Solution at the Wealth-
                                                                                                                                                                                                                                                                                                                    BriefingAsia Awards 2017.                           With momentum in the marketplace, we are                What will this award do for your business?
                                                                                                                                                                                                                                                                                                                                                                        well positioned to continue addressing the                                                                        CLIENT REPORTING                                           ONBOARDING – EDITOR’S AWARD

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   • Evidence of expert third party endorsement
                                                                                                                                                                                                                                                                                                                    What is your firm’s extra factor that               evolving needs of our clients and prospects as          We very much appreciate this award. The rec-
                                                                                                                                                                                                                                                                                                                    explains why you won this award?                    they modernise their approach to client com-            ognition will be very well received by the Vision
                                                                                                                                                                                                                                                                                                                                                                        munications.                                            FI team and is testament to their dedication
                                                                                                                                                                                                                                                                                                                    Vision FI delivers a robust end-to-end client          Vision FI provides a comprehensive plat-             and expertise.
                                                                                                                                                                                                                                                                                                                    communications solution. It is built to address     form, enabling our clients to address the full             We also look forward to sharing this suc-
                                                                                                                                                                                                                                                                                                                    the complex needs of business users in de-          spectrum of reporting and communications                cess with our clients and prospects; it most

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   • Exclusive use of photographs of you at the
                                                                                                                                                                                                             Best Client Reporting                                                                                  signing, producing, approving and publishing
                                                                                                                                                                                                                                                                                                                    online and offline reporting content from a
                                                                                                                                                                                                                                                                                                                                                                        obligations they have across print and online
                                                                                                                                                                                                                                                                                                                                                                        distribution mediums.
                                                                                                                                                                                                                                                                                                                                                                                                                                certainly solidifies our position as a market
                                                                                                                                                                                                                                                                                                                                                                                                                                leader and innovator.

                                                                                                                                                                                                      Solution and Best Innovative                                                                                  single, fully integrated baseline.
                                                                                                                                                                                                                                                                                                                       The Vision FI user experience is built with      What obstacles has your firm had to                     How does the award help you to spread                                                          PRIVATE CLIENT CATEGORIES
                                                                                                                                                                                                                                                                                                                    the business user in mind, allowing them to         overcome to be an award-winner?                         the message about what you do?
                                                                                                                                                                                                                  Fintech Solution.
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     event
                                                                                                                                                                                                                                                                                                                    efficiently navigate the full complement of fea-
                                                                                                                                                                                                                                                                                                                    tures and functionality necessary to address        Technology is not a static concern, it evolves          Being awarded as the best solution for 2017
                                                                                                                                                                                                                                                                                                                    scheduled and ad-hoc reporting obligations.         and the demands of our clients match and                certainly backs our positioning as leaders in             LEGAL TEAM – GREATER CHINA                                 LEGAL TEAM – SOUTH-EAST ASIA
                                                                                                                                                                                                                                                                                                                       Additionally, the depth and experience of        sometimes exceed that velocity.                         the space with respect to product functionality
                                                                                                                                                                                                                                                                                                                    our global professional services & support             Investors are demanding increased trans-             as well as development and implementation
                                                                                                                                                                                                                                                                                                                    team deliver world-class, ongoing delivery and      parency and their expectations for high quality,        expertise.

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   • Digital and print formats
                                                                                                                                                                                                                                                                                                                    support for our clients.                            personalised, multi-channel investor commu-                SS&C has a strong presence across Asia
                                                                                                                                                                                                                                                                                                                                                                        nications have shifted dramatically in recent           with offices in 9 countries in the region.
                                                                                                                                                                                                                                                                                                                    What specific qualities do your colleagues          years. This creates both a challenge and an                The growth of the wealth management in-
                                                                                                                                                                                                                                                                                                                    have that helped you to win?                        opportunity.                                            dustry in Asia presents a significant opportuni-
                                                                                                                 WealthBriefingAsia Awards 2017                                                                                                                                                                     The SS&C Vision FI team is comprised of client      Explain areas where you are pushing for-
                                                                                                                                                                                                                                                                                                                                                                                                                                ty for the Vision FI business.
                                                                                                                                                                                                                                                                                                                                                                                                                                   This award will help us build recognition in

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   • Digital copies distributed to the publisher’s
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          TAX/ACCOUNTANCY TEAM – GREATER CHINA                       TAX/ACCOUNTANCY TEAM – SOUTH-EAST ASIA
                                                                                                                                                                                                                                                                                                                    communications experts; possessing deep             ward, such as new products and services.                the region and we are excited by the opportu-
                                                                                                                 Thank you WealthBriefing Asia for naming SS&C’s Vision FI as best                                                                                                                                  practical, consultative and implementation
                                                                                                                                                                                                                                                                                                                    experience focused on delivering accurate,          We will continue to advance our capabilities
                                                                                                                                                                                                                                                                                                                                                                                                                                nity to work with firms across Asia to help them
                                                                                                                                                                                                                                                                                                                                                                                                                                to improve their client communications.
                                                                                                                 Client Reporting Solution and GWP as best Innovative Fintech Solution.
                                                                                                                 We continue to develop innovative solutions to support all asset
                                                                                                                 classes and portfolio types and provide our clients with the
                                                                                                                 communication tools they need to grow their business.                                                                                                                                                 “THE SS&C VISION FI TEAM IS COMPRISED OF CLIENT COMMUNICATIONS
                                                                                                                                                                                                                                                                                                                            EXPERTS; POSSESSING DEEP PRACTICAL, CONSULTATIVE AND
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          INDEPENDENT TRUST OR FIDUCIARY COMPANY –
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          GREATER CHINA
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     INDEPENDENT TRUST OR FIDUCIARY COMPANY –
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     SOUTH-EAST ASIA
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     60,000 global network
                                                                                                                                                                                                                                                                                                                        IMPLEMENTATION EXPERIENCE FOCUSED ON DELIVERING ACCURATE,
                                                                                                                                                                                                                                                                                                                          COMPLETE AND TIMELY CONTENT EXPRESSIVE OF THE INVESTMENT
                                                                                                                                                                                                                                                                                                                               ADVISORS DELIVERY ON THEIR INVESTMENT MANDATE.”
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   • Printed copies will be circulated at all
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     WealthBriefing and Family Wealth Report
                                                                        August 2017
                                                                                                                                                                                                                       NUMBERS YOU CAN COUNT ON.
                                                                                                                                                                                                                                                                  ssctech.com

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     events

 ACCLAIM
                                                                                                                                                                                                                                                                                                                                                       ACCLAIM | WealthBriefingAsia Recognises Leaders Across the Global Wealth Management Industry                           5                                ACCLAIM | WealthBriefingAsia Recognises Leaders Across the Global Wealth Management Industry   13

                                                                                                                                                                           Making the most                                                                                                                                              BMO PRIVATE BANK ASIA                                                                                                                                     THE 2019 GREATER CHINA
                                                                                                                                                                                                                                                                                                                                         STRONG FOUNDATIONS                                                                                                                                          AWARDS WINNERS
                                                                                                                                                                           of your wealth.
 RECOGNISING LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   Added value
                                   THROUGH THE WEALTHBRIEFINGASIA AWARDS PROGRAMME

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      HONG KONG DOMESTIC PRIVATE BANK                                 CREDIT PROVIDER
                                                                                                                                                                                                                                                                                                                                ??????????????????, ????????????????? talks to Tom Burroughes from
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Best private bank serving the Hong Kong                         Best private bank provider of credit facilities in
                                                                                                                                                                                                                                                                                                                                            WealthBriefingAsia ?????????????????????.                                                                                                 domestic market.                                                the Greater China market.
                                                                                                                                                                                                                                                                                                                    What sets you apart from your peers this            the wealth planning and structuring solutions we        properly structured and protected and are

                                                 EXCLUSIVE
                                                                                                                                                                                                                                                                                                                    year?                                               propose are fully compliant, robust and sustain-        turning to us for trust and succession planning
                                                                                                                                                                                                                                                                                                                                                                        able to meet our client’s long-term objectives.         solutions to give them peace of mind that their

                                                                                                                                                                                                                                                                                                                    B
                                                                                                                                                                                                                                                                                                                           MO Private Bank Asia offers best-               In an industry which is constantly changing,         assets will be transferred as they intend.
                                                                                                                                                                                                                                                                                                                           in-class trust and wealth planning solu-     our clients appreciate BMO’s capital strength              As clients needs have become more com-
                                               WINNERS OF THE 2019                                                                                                                                                                                                                                                         tions through our trust company in Asia,     financial stability and our reputation for integrity.   plex, they want deeper advisory expertise, a

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   • A bespoke marketing brochure for distribution
                                                                                                                                                                                                                                                                                                                    which while bank-owned, operates as an inde-                                                                more integrated experience and more value

                                               WEALTHBRIEFINGASIA
                                                                                                                                                                                                                                                                                                                    pendent legal entity. We are also supported by      How have your colleagues contributed to                 from their private banks - which pushes us
                                                                                                                                                                                                                                                                                                                    our 80-year old trust business in North America     the success for your organisation?                      to develop and strengthen our offering and
                                                                                                                                                                                                                                                                                                                    and an extensive network of global resources.          We have built a very experienced team of             provide higher levels of service.
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      HONG KONG INTERNATIONAL PRIVATE BANK                            EAM/FIM SERVICE PROVIDER
                                          GREATER CHINA AWARDS                                                                                                                                                                                                                                                          The 200 year culture and legacy of the          private wealth advisors – all of the seniors have          We will continue to leverage the strengths         Best private bank serving the Hong Kong                         Best bank platform provided to the external asset

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     among your peers and potential clients
                                                                                                                                                                                                                                                                                                                    bank is built on the foundation of working          more than 25 years in the industry. The rela-           of the BMO Financial Group as well as our             international market.                                           manager market in Greater China.
                                               FOR PRIVATE BANKING
                                                                                                                                                                                                                                                                                                                    with multi-generational families. We find that      tionship managers, trust advisors and invest-           cross-Pacific capabilities and provide clients
                                                                                                                                                                                                                                                                                                                    the most important conversation we have             ment specialists form a dedicated wealth plan-          with an integrated and seamless one-bank
                                                                                                                                                                                                                                                                                                                    with all of our clients is how to maximize the      ning team to serve our clients. We always put           experience.
                                                              EXCELLENCE                                                                                                                                                                                                                                            transfer of their wealth and leave a legacy for
                                                                                                                                                                                                                                                                                                                    their family. Our clients are looking for exper-
                                                                                                                                                                                                                                                                                                                                                                        our client’s interests at the centre of everything
                                                                                                                                                                                                                                                                                                                                                                        we do, so we can make a meaningful impact
                                                                                                                                                                                                                                                                                                                                                                                                                                   By leveraging the strength of the BMO Fi-
                                                                                                                                                                                                                                                                                                                                                                                                                                nancial Group we are able to provide our

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   • A global ‘Best of the Best’ supplement
                                                                                                                                                                                                                                                                                                                    tise to help them build on their current assets     in their lives and build long-term relationships        clients access to our capabilities in Capital
                                                                                                                                                                                                                                                                                                                    and also how to preserve and pass on their          as their trusted advisor.                               Markets, Global Asset Management and Com-
                                                                                                                                                                                                                                                                                                                    hard-earned wealth to future generations.                                                                   mercial Banking, as well as other products and
                                                                                                                                                                                                                                                                                                                        We make it a priority to understand our cli-    What will you do to keep the standard of                services across our entire enterprise to deliver
                                                                                                                                                                                                                                                                                                                    ent’s wealth planning objectives and the en-        an award-winner and push ahead in the                   a seamless customer experience.
                                                                                                                                                                                                                                                                                                                    tirety of their assets. We help them evaluate       future?                                                                                                       TAIWAN MARKET PRIVATE BANK                                      WEALTH PLANNING TEAM

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     celebrating all award winners in each
                                                                                                                                                                                                                                                                                                                    the various financial, tax and estate planning         BMO Private Bank is focused on building              What have the challenges been in                      Best private bank serving the Taiwan market.                    Best wealth planning team in a private bank in the
                                                                                                                                                                                                                                                                                                                    considerations in order to develop a custom-        relationships with our clients across multiple          obtaining excellence?                                                                                                 Greater China Region.
                                                                                                                                                                                                                                                                                                                    ised solution to meet their needs. Our ser-         generations. Being an effective advisor to mul-           Talent: There is a limited talent pool of sea-
                                                                                                                                                                                                                                                                                                                    vices include: succession planning for per-         tiple generations within a family requires an           soned professionals in Asia so it is not always
                                                                                                                                                                                                                                                                                                                    sonal wealth and business; wealth structuring       ability to bridge the gap between generations           easy to find the right people.

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     category
                                                                                                                                                                                                                                                                                                                    through family trusts, charitable trusts, private   and help facilitate discussions. We provide               Regulations: Regulatory development towards
                                                                                                                                                                                                                                                                                                                    trust companies and insurance advisory; trust       guidance to first-generation entrepreneurs              greater transparency is also a key driver to
                                                                                                                                                                                                                                                                                                                    administration and fiduciary services; family       and but we are also there to support the family         reach even higher standards.
                                                                                                                                                                                                                                                                                                                    governance; and philanthropy services.              members who will inherit that wealth. Many of
                                                                                                                                                                                                                                                                                                                        We operate on an open architecture model        our millennial clients are looking ahead at the         What do you hope will be the main
                                                                                                                                                                                                                                                                                                                    so we can draw upon the advice of external          wealth that they will be inheriting and they want       consequence of achieving this accolade?
                                                                                                                                                                                                                                                                                                                    specialists and providers, when required, to        to preserve that wealth. We find it is important        How will you use the award to raise your
                                                                                                                                                                                                                                                                                                                    develop the best possible solutions. We also        to start a dialogue and establish a relationship        profile in the industry and among clients?            PHILIPPINES MARKET PRIVATE BANK                                 ALTERNATIVES PROVIDER
                                                                                                                                                                                                                                                                                                                    work in conjunction with our client’s own advi-     with the next generation as soon as possible               This award is significant recognition by the       Best private bank serving the Philippines market.               Best private bank alternatives provider in the
                                                                                                                                                                                                                                                                                                                    sors, such as their lawyers or accountants, to      – to understand their aspirations and help pre-         industry of our achievements amongst very
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Greater China Region.
                                                                                                                                                                                                                                                                                                                    provide them peace-of-mind.                         pare them for the transition.                           strong competition. We hope this award serves
                                                                                                                                                                                                                                                                                                                        BMO’s collective strength in Asia and North        HNWIs and their families are becoming                not only to validate our capabilities and exper-
                                                                                                                                                                                                                                                                                                                    America is a powerful value proposition to          more international, both in terms of where they         tise in wealth planning, but that it demonstrates
                                                                                                                                                                                                                                                                                                                    Asian clients, many of whom are becoming            live and the opportunities they seek. As family         to our clients our commitment to delivering cus-
                                                                                                                                                                                                                                                                                                                    increasingly global and have overseas assets        wealth becomes more complex, and with as-               tomized solutions to help them preserve and
                                                                                                                                                                                                                                                                                                                    and businesses. Our wealth planning teams           sets held across multiple jurisdictions, inter-         transfer their wealth for future generations.
                                                                                                                                                                                                                                                                                                                    are well-connected cross-Pacific and regularly      national tax and legal considerations will inev-           Our private banking business in Asia is
                                                                                                                                                                                                                                                                                                                    assist clients who need advice across multiple      itably become more complicated. Regulatory              going from strength to strength. We have
                                                                                                                                                                                                                                                                                                                    jurisdictions. We customise wealth planning         development towards greater transparency                doubled our client-facing team in Asia over
                                                                                                                                                                                                                                                                                                                    solutions to make sure their wealth is properly     is also a key driver to finding the right trustee       the last three years. We have an ambitious
                                                                                                                                                                                                                                                                                                                    structured and protected.                           who can assist with overall wealth planning in          growth strategy and will be continuing to look        PURE PLAY BOUTIQUE PRIVATE BANK                                 NRI OFFERING BY A PRIVATE BANK
                                                                                                                                                                                                    Our team of award-winning wealth planning professionals                                                             BMO’s prudent risk management approach          a compliant matter. More and more of our cli-           for experienced relationship managers and             Best pure play private bank operating in the                    Best non-resident Indian offering by a private
                                                                                                                                                                                                    can provide expertise to help you make the most of the                                                          underpins everything we do. This ensures that       ents see the need and value in having wealth            specialists to expand our team in Asia.
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Greater China Region.                                           bank in the Greater China Region.
                                                                                                                                                                                                    opportunities that wealth provides. We make it a priority
                                                                                                                                                                                                    to understand your needs to deliver a total wealth solution
                                                                                                                                                                                                    that will enable you to enhance your assets, as well as to                                                      “WE WILL CONTINUE TO LEVERAGE THE STRENGTHS OF THE BMO FINANCIAL
                                                                                                                                                                                                    preserve and transfer your wealth to future generations.                                                            GROUP AS WELL AS OUR CROSS-PACIFIC CAPABILITIES AND PROVIDE
                                                                                                                                                                                                                                                                                                                     CLIENTS WITH AN INTEGRATED AND SEAMLESS ONE-BANK EXPERIENCE.”
                                                                          June 2019

                                                                                        BMO Private Bank is part of BMO Wealth Management. Banking and financial services are offered through Bank of Montreal, Hong Kong Branch and Bank of Montreal, Singapore Branch. BMO Wealth Management is the brand
                                                                                        name for a business group consisting of Bank of Montreal and certain of its affiliates in providing wealth management products and services. BMO (M-bar roundel symbol) Private Bank is a trademark of Bank of Montreal.

                                                                                      19-0602 - WealthBriefingAsia Greater China Awards for Banking Excellence Ad-EV2.indd 1                                                                                                                  2019-03-28 11:07 AM

  The Sixth Annual Greater China WealthBriefingAsia Awards for Excellence 2021 - Showcasing The Best In The Industry
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