INTERNATIONAL INVESTMENT
AND PORTAL
Vietnam Wealth Advisory Summit 2025 honoured leading firms across six categories in the financial sector, along with standout contributions to service development. The event showcased best practices in financial advice, brokerage, and product innovation to better guide investors.

Held on September 25, Vietnam Wealth Advisory Summit (VWAS) brought together industry leaders to highlight excellence in financial services and products. By recognising outstanding organisations and businesses, the summit aims to help investors connect with professional advisors and adopt clearer criteria when selecting financial brokerages and products.
Among the firms recognised for advancing financial services were VPS Securities JSC, Agribank, Vietcombank, Thien Viet Securities, ACB Securities, Meey Group, Rong Viet Securities, Eximbank, Dragon Capital Vietnam, Agribank Securities, Shinhan Life Insurance Vietnam, and Loc Phat Bank. Their achievements reflect the breadth of innovation and competition driving Vietnam’s financial sector.
The summit also highlighted six award categories: priority services of the year, brokerage award of the year, asset management award of the year, digitalisation of the year, personal finance innovation of the year, and best financial protection insurance award. These distinctions aim to encourage higher standards across the industry while offering investors clearer benchmarks for evaluating financial providers.

Phan Le Thanh Long, CEO of AFA Group and founder of Vietnam Wealth Advisory, said, "The council has developed a methodology to score and select award recipients across various categories, based on two sets of criteria: quantitative and qualitative."
Within this framework, qualitative criteria carry greater weight and focus on assessing service quality. This includes factors such as customer experience, the expertise of financial advisors, and the brand value of the service. The evaluation data is provided by an independent data provider, and the council has also implemented an online system to conduct independent customer surveys.
Quantitative criteria are drawn from two main sources: official submissions from participating organisations and independently collected data, including audited financial statements, publicly disclosed annual reports, and information from third-party providers. Data collected independently is given higher weight than submissions from the organisations themselves.

VWAS 2025 received 816 firm applications across all award categories, a significant increase from the 304 submissions last year. Each business was carefully reviewed and scored, with only a few reaching the threshold required for recognition.
"We are fully aware that other noteworthy organisations exist in each award category," Long said. "However, as we could not access the required documents and data, we were unable to honour these organisations at VWAS 2025. We hope they will register next year so we can recognise them then."




Best financial protection insurance award for FWD Vietnam, Generali Vietnam, AIA Vietnam, Manulife Vietnam, Hanwha Life Vietnam, Shinhan Life Vietnam

Vietnam is entering a pivotal phase where sweeping reforms, surging urbanisation, and new asset classes are reshaping its financial markets.

The third Vietnam Wealth Advisory Summit (VWAS) is being held this afternoon (September 25) by VIR and the Vietnam Wealth Advisors (VWA) community under the auspices of the Ministry of Finance.

The Ministry of Finance (MoF) has praised the contributions of advisory teams from securities companies and fund management firms.
By Nguyen Huong