investment advisory summit, hong kong 2013
TRANSCRIPT
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Best Private Bank – Hong Kong UBS Wealth Management Best Private Bank – China Deutsche Bank Private Wealth Management Best Private Bank – Australia NAB Private Wealth Best Private Bank – South Korea Shinhan Private Wealth Management Best Private Bank – Taiwan BNP Paribas Wealth Management Best Private Bank – Thailand SCB Private Banking Best Private Bank – Family Office Services Credit Suisse Best Private Bank – Discretionary Portfolio Services Lombard Odier Best Private Bank – Alternative Investments BNP Paribas Wealth Management Best Private Bank – LGBT & Diversity Issues Goldman Sachs Private Wealth Management Best Private Bank – NRI Services Deutsche Bank Private Wealth Management
Best Private Bank – Asia UBS Wealth Management Best Private Bank – Singapore Bank of Singapore Best Private Bank – India Standard Chartered Private Bank Best Private Bank – Middle East Standard Chartered Private Bank Best Private Bank – Malaysia CIMB Private Banking Best Private Bank – Indonesia Credit Suisse Best Boutique Private Bank Pictet Best Private Bank – Trust Services HSBC Private Bank Best Private Bank – UHNWI Services Deutsche Bank Private Wealth Management Best Private Bank – External Asset Managers’ Choice Lombard Odier Best Private Bank – Philanthropic Services Credit Suisse
Private Banker of the Year | Rajesh Malkani, Standard Chartered Private Bank
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14. Best Private Bank – Philippines* 15. Best Boutique Private Bank 16. Best Private Bank – Discretionary Portfolio Services 17. Best Private Bank – UHNWI Services 18. Best Private Bank – Alternative Investments 19. Best Private Bank – NRI Services 20. Best Private Bank – Family Office Services 21. Best Private Bank – Philanthropic Services 22. Best Private Bank – External Asset Managers’ Choice 23. Best Private Bank – Trust & Advisory Services 24. Best Private Bank – LGBT & Diversity Issues 25. Best Private Bank – Training & Development*
1. Private Banker of the Year 2. Best Private Bank – Asia 3. Best Private Bank – Hong Kong 4. Best Private Bank – Singapore 5. Best Private Bank – China 6. Best Private Bank – India 7. Best Private Bank – South Korea 8. Best Private Bank – Middle East 9. Best Private Bank – Indonesia 10. Best Private Bank - Taiwan 11. Best Private Bank – Australia 12. Best Private Bank – Malaysia 13. Best Private Bank - Thailand
*New categories for 2013
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1. PRIVATE BANKER OF THE YEAR
Private Banker of the Year is awarded to the person who has received the most nominations and commendations from peers
outside the nominee’s institution.
2. BEST PRIVATE BANK – ASIA
30/100 points – Institution with the best private banking network in Asia based on AUMs and a dedicated presence for Asia-based clients
20/100 points – Institution with the largest dedicated advisory team
10/100 points – Institution with demonstrated profitability in Asia/from the Asian franchise
10/100 points – Institution with the best brand recall and presence amongst clientele
10/100 points – Institution with the best overall service levels, covering compliance, research and technology
10/100 points – Institution with the ability to most tailor services to meet client needs
10/100 points – Institution with the best range of products and services offered
3. BEST PRIVATE BANK – HONG KONG
40/100 points – Institution with the best private banking network in Hong Kong based on AUMs and a dedicated presence for Hong Kong-based clients
20/100 points – Institution with the largest dedicated advisory team in Hong Kong
20/100 points – Institution with demonstrated profitability in North Asia/from the North Asian franchise
20/100 points – Institution with the best brand recall and presence amongst clientele in Hong Kong
4. BEST PRIVATE BANK – SINGAPORE
40/100 points – Institution with the best private banking network in Singapore based on AUMs and a dedicated presence for Singapore-based clients
20/100 points – Institution with the largest dedicated advisory team in Singapore
20/100 points – Institution with demonstrated profitability in Southeast Asia/from the Southeast Asian franchise
20/100 points – Institution with the best brand recall and presence amongst clientele in Singapore
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5. BEST PRIVATE BANK – CHINA
40/100 points – Institution with the best private banking network in China based on AUMs and a dedicated presence for China-based clients
20/100 points – Institution with the largest dedicated advisory team in China
20/100 points – Institution with demonstrated profitability in China/from the Mainland franchise
20/100 points – Institution with the best brand recall and presence amongst clientele in China
6. BEST PRIVATE BANK – INDIA
40/100 points – Institution with the best private banking network in India based on AUMs and a dedicated presence for India-based clients
20/100 points – Institution with the largest dedicated advisory team in India
20/100 points – Institution with demonstrated profitability in India
20/100 points – Institution with the best brand recall and presence amongst clientele in India
7. BEST PRIVATE BANK – AUSTRALIA
40/100 points – Institution with the best private banking network in Australia based on AUMs and a dedicated presence for Australia-based clients
20/100 points – Institution with the largest dedicated advisory team in Australia
20/100 points – Institution with demonstrated profitability in Australia/from the Australian franchise
20/100 points – Institution with the best brand recall and presence amongst clientele in Australia
8. BEST PRIVATE BANK – MIDDLE EAST
40/100 points – Institution with the best private banking network in the Middle East based on AUMs and a dedicated presence for Middle East-based
clients
20/100 points – Institution with the largest dedicated advisory team and range of Shariah-compliant product in the Middle East
20/100 points – Institution with demonstrated profitability in the Middle East/from the Middle Eastern franchise
20/100 points – Institution with the best brand recall and presence amongst clientele in the Middle East
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9. BEST PRIVATE BANK – SOUTH KOREA
40/100 points – Institution with the best private banking network in South Korea based on AUMs and a dedicated presence for South Korean-based
clients
20/100 points – Institution with the largest dedicated advisory team in South Korea
20/100 points – Institution with demonstrated profitability in South Korea/from the South Korean franchise
20/100 points – Institution with the best brand recall and presence amongst clientele in South Korea
10. BEST PRIVATE BANK – TAIWAN
40/100 points – Institution with the best private banking network in Taiwan based on AUMs and a dedicated presence for Taiwan-based clients
20/100 points – Institution with the largest dedicated advisory team in Taiwan
20/100 points – Institution with demonstrated profitability in Taiwan/from the Taiwanese franchise
20/100 points – Institution with the best brand recall and presence amongst clientele in Taiwan
11. BEST PRIVATE BANK – INDONESIA
40/100 points – Institution with the best private banking network in Indonesia based on AUMs and a dedicated presence for Indonesia-based clients
20/100 points – Institution with the largest dedicated advisory team and range of Shariah-compliant product in Indonesia
20/100 points – Institution with demonstrated profitability in the Indonesia/from the Indonesian franchise
20/100 points – Institution with the best brand recall and presence amongst clientele in Indonesia
12. BEST PRIVATE BANK – MALAYSIA
40/100 points – Institution with the best private banking network in Malaysia based on AUMs and a dedicated presence for Malaysian-based clients
20/100 points – Institution with the largest dedicated advisory team and range of Shariah-compliant product in Malaysia
20/100 points – Institution with demonstrated profitability in Malaysia/from the Malaysian franchise
20/100 points – Institution with the best brand recall and presence amongst clientele in Malaysia
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13. BEST PRIVATE BANK – THAILAND
40/100 points – Institution with the best private banking network in Thailand based on AUMs and a dedicated presence for Thailand-based clients
20/100 points – Institution with the largest dedicated advisory team in Thailand
20/100 points – Institution with demonstrated profitability in Thailand/from the Thai franchise
20/100 points – Institution with the best brand recall and presence amongst clientele in Thailand
14. BEST PRIVATE BANK – PHILIPPINES
40/100 points – Institution with the best private banking network in the Philippines based on AUMs and a dedicated presence for Philippines-based
clients
20/100 points – Institution with the largest dedicated advisory team in the Philippines
20/100 points – Institution with demonstrated profitability in the Philippines/from the Filipino franchise
20/100 points – Institution with the best brand recall and presence amongst clientele in the Philippines
15. BEST BOUTIQUE PRIVATE BANK
40/100 points – Institution with the best advisory track record
20/100 points – Institution with the best brand recall amongst clientele
20/100 points – Institution with largest dedicated advisory team
10/100 points – Institution with the largest boutique private banking network in Asia based on AUMs
10/100 points – Institution with the largest private bank network based on a dedicated Asian presence
16. BEST PRIVATE BANK – DISCRETIONARY PORTFOLIO SERVICES
50/100 points – Institution with the highest percentage of assets under discretionary management
50/100 points – Institution with the most consistent returns on discretionary portfolios
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17. BEST PRIVATE BANK – UHNWI* SERVICES
*Ultra high net work individual; as defined by the nominee
20/100 points – Institution with the largest UHNW team
20/100 points – Institution with the largest UHNW portfolio based on AUMs
20/100 points – Institution with the most relevant/unique investment opportunities for UHNW clients
20/100 points – Institution with a proven track record of syndicated investment opportunities amongst UHNWIs
20/100 points – Institution with the best brand recall and presence amongst UHNWIs
18. BEST PRIVATE BANK – ALTERNATIVE INVESTMENTS
40/100 points – Institution with the highest number of alternative assets under management
20/100 points – Institution with the greatest breadth and diversity of coverage across alternative asset classes
20/100 points – Institution with the most relevant experience in private equity and debt investing – primary, secondary and direct
20/100 points – Institution with the best proven access to unique alternative investment opportunities
19. BEST PRIVATE BANK – NRI* SERVICES
*Non-resident Indian
40/100 points – Institution with the greatest brand recall amongst NRIs
20/100 points – Institution with the largest team of dedicated NRI bankers
20/100 points – Institution with the largest NRI portfolio based on AUMs
20/100 points – Institution with the ability to most tailor services to meet NRI needs
20. BEST PRIVATE BANK – FAMILY OFFICE SERVICES
40/100 points – Institution with the ability to most tailor services to meet family office needs
20/100 points – Institution with the largest dedicated family office team
20/100 points – Institution with the greatest brand recall and presence amongst family offices
20/100 points – Institution with the most relevant/specific family office products and services
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21. BEST PRIVATE BANK – PHILANTHROPIC SERVICES
40/100 points – Institution with the best demonstrable success in charitable projects
20/100 points – Institution with the largest dedicated philanthropy team
20/100 points – Institution with the most unique philanthropic opportunities
20/100 points – Institution with the highest amount of client donations
22. BEST PRIVATE BANK – EXTERNAL ASSET MANAGERS’ CHOICE
100/100 points – Feedback received from External Asset Managers
23. BEST PRIVATE BANK – TRUST AND ADVISORY SERVICES
40/100 points – Institution with the greatest brand recall and presence amongst trustees
20/100 points – Institution with the greatest number of assets under management/in trust
20/100 points – Institution with the longest-established trust and advisory services
20/100 points – Institution with the largest dedicated team for trust and advisory services
24. BEST PRIVATE BANK – LGBT & DIVERSITY ISSUES
20/100 points – Institution with the most diversity amongst senior employees
20/100 points – Institution with the best maternity/paternity benefits
20/100 points – Institution with a proven track record in diversity issues and CSR
20/100 points – Institution with the most explicit diversity-supportive policies
20/100 points – Institution with a diversity-specific recruitment policy
25. BEST PRIVATE BANK – TRAINING & DEVELOPMENT
40/100 points – Institution with a dedicated private banking training and development program
20/100 points – Institution with continuous and sustainable professional development and training programs
20/100 points – Institution providing specialised product/market driven training
20/100 points – Institution with a training-linked remuneration and reward policy
SHRUTI ADVANI, Editor
1205 Dominion Centre
43-49 Queen’s Road East
Wan Chai, Hong Kong
Telephone: +852 2529 0777
Email: [email protected]
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By submitting nominations to the Asian Private Banker Awards for Distinction, the nominee and its affiliates agree and will dutifully comply with the Terms and Conditions set forth by Asian Private Banker Image Licensing Agreement. The Asian Private Banker Awards for Distinction logo must be licensed before usage. The Terms and Conditions for usage can be found, and will be provided, upon request, in the Asian Private Banker Image Licensing Agreement. Asian Private Banker reserves the right, at any time and at its discretion, to change, suspend, or terminate delivery of any service or product (in whole or in part) and shall assume no liability on its part. Asian Private Banker shall assume no liability whatsoever in the event that the Gala Dinner is cancelled, rescheduled, or postponed due to a fortuitous event, Act of God, or unforeseen occurrence that renders the performance of the Gala Dinner impractical, illegal, or impossible. For the purposes of this clause, a fortuitous event shall include, but not be limited to: war, fire, labour strike, extreme weather, or any other emergency.