Best Private Wealth Awards
As UHNWIs embrace fintech, leading ‘bricks and mortar’ financial institutions, boutique advisory houses and family offices across Asia have continued to raise their game, fortifying their market share
The Annual Best Private Wealth Awards therefore comes at an important crossroads for the financial industry in Asia.
Wealth management banks will not only be judged against their performance over the last 12 months but also how robust the liquidity and capital positions are, given the dramatic changes in the operating environment over the last 2 years.
We have thus, broadened the depth of our awards and tightened its eligibility among leading banks in Asia.
NOTES:
1. As part of your digital banking transformation, please detail how you have expanded your digital and physical application channels, enabled by advanced analytics and paperless [or almost paperless] closings). The key is to show how you have leveraged on the latest range of available technology to leapfrog your competitors by offering an integrated, digital experience for your clients, all the while in pursuit of operational risk and compliance excellence.
2. All pitches, nominations and supporting materials must be received no later than 4 May 2026 (close of business at 6pm – Hong Kong time). No extensions to this date will be granted and incomplete entries will not be considered.
3. Please submit your pitches preferably in PDF format. However, either MS Word & MS PowerPoint files are acceptable too.
4. The awards review period can also be your last financial year (e.g., 1st April 2025-31 March 2026, etc.,).
5. There is no limit as to how many award categories you can pitch for, as a bank. However, we advise you to save individual product award categories in separate files rather than have all product award categories in a single PDF, Word, PP file.
6. While most deals, financial reports and figures submitted are likely to be denominated in your local currency, it is best you submit the equivalent amount in USD for referencing purpose (based on the FX rate at the time of the transaction).
| Best Private Bank for UHNWIs in Asia (US$30 million >) |
| Best Private Bank for HNWIs in Asia (US$2 million >) |
| Best Private Bank for ESG Investing in Asia |
| Best Wealth Management Bank for Succession Planning |
| Best Wealth Management Bank for Discretionary Portfolio Management |
| Best Wealth Management Bank for Retirement Planning |
| Best Family Office Service |
| Best Wealth Management Bank in Indonesia |
| Best Wealth Management Bank in Malaysia |
| Best Wealth Management Bank in the Philippines |
| Best Wealth Management Bank in Singapore |
| Best Wealth Management Bank in Thailand |
| Best Wealth Management Bank in Vietnam |
Please demonstrate/explain:
- How have you reshaped your branch network to focus on strategic locations;
- How are you investing for the future as customer expectations evolve;
- How are you driving NPS scores to new levels;
- How are you focused on the wellbeing of your people and skills development;
- Concrete steps undertaken as part of your sustainability journey;
- Evolving synergies across retail banking, private banking, insurance and asset management; &
- Whether your wealth management solutions are developed in-house or do you rely on an open architecture platform (or both)?;
MANDATORY INFORMATION:
- Description of the bank’s net worth minimum threshold (in local currency terms) for banking services targeted towards wealthy clients i.e., both Priority (Less than US$2 million equiv.) & HNWI (US$2 million equiv. or more) in the past year (1 May 2025 – 30 April 2026);
- Detail technological innovations with your wealth management solutions, especially over the last 18 months.
- Detail your trust (tax guidance, investing wealth), legacy (succession planning, reallocating wealth), life insurance (protecting wealth) and will (inheritance and philanthropy) services.
- The net total amount of Assets Under Management on 30 March 2026; & Percentage change from the previous year.
- Breakdown of AUM allocation by asset class (deposits, equities, bonds, real estate, etc.,)
- In no more 200 words, describe how your e-banking wealth management platform (online & mobile), is superior than what is being offered by the other banks.
- How much of the priority banking + HNWI businesses contribute to the overall bottom line of the bank? Please also detail percentage changes from previous year;
- How many clients (priority banking + HNWI) does the bank have; Please also detail percentage changes from previous year;
- What is your bank’s ratio of wealthy clients (both priority banking & HNWI banking) to relationship managers? Please also detail percentage changes from previous year;
- Testimonials from clients; and
- Contact person for follow up questions: (Mobile + Email).
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