This award recognises excellence in investments, wealth planning and other services at an external/independent asset manager or multi-family office whose primary business is private wealth management in Hong Kong.

The winner will need to demonstrate for the year under consideration (i) a track record of identifying, meeting, and exceeding the needs of its clients across investments and services, (ii) business momentum and growth in line with strategic imperatives, and (iii) progress in preparing the business for the future. 

Applicants will be assessed across five criteria: (i) Client Assets, (ii) Business Strategy & Performance, (iii) Platform & Offering, (iv) Human Capital, and (v) Client Experience.

It is open to external/independent asset managers and multi-family offices with a presence in the Hong Kong market and whose primary business is private wealth management.

Please refer to the Whole of Business and Market Segment Awards Submission Sheet for full submission guidance. Submissions must include a completed submission sheet.