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A new award for Euromoney in 2025 sees our analysts and our external judges – the latter, a group of veteran private bankers and wealth managers around the world – rule on the best provider of funds services for wealthy clients.

Itaú Unibanco turned 100 years old last year. The Brazilian lender describes the role its private banking division – winner of Latin America’s best for next-gen award, Itaú Private Bank – plays in its long financial history as one of “constant movement and transformation”. It also describes its next-gen strategy as “client-centred”, and its approach to serving inter-generational wealth customers as a constant drive to “build long-term relationships and promote continuous evolution”.

BTG Pactual’s alternatives team has been investing in alternative investments on a global basis for the past 30 years. It remains steadfastly focused on building strong and long-term relationships with top-tier fund and investment managers across the alternative asset landscape, including the likes of hedge funds, private credit, private equity, real estate and venture capital.

Turim’s team of multi-disciplinary experts provide bespoke solutions tailored to the needs of each client, spanning next-generation education, family governance, and philanthropic planning. Unlike other providers of family office services, Turim directly executes these services, ensuring seamless integration end-to-end.

Santander Private Banking demonstrated its commitment to service and to the continued development of comprehensive financial solutions for customers during the review period. As a prominent division of Banco Santander, it has established itself as the largest private banking institution in Argentina, catering to the unique needs of wealthy individuals, entrepreneurs and families. The bank leverages its global expertise while adapting to the specific dynamics of the domestic market, providing access to sophisticated financial instruments and strategies designed to maximise returns on client wealth.

It can be easy, amid the competitive scrum of wealth management, to overlook the importance of discretionary portfolio management (DPM). Investing money on a client’s behalf: it’s a simple enough concept. It is also profitable and ‘sticky’ – get it right, and a wealthy client is likely to stay loyal for a long time, safe in the knowledge that their wealth and assets are busy accruing interest.

Santander Private Banking, Uruguay's Best International Private Bank

Davivienda’s dedication to resilience, innovation and sustainability over the review period ensures it remains the leading Colombian private bank. By integrating cutting-edge digital solutions with robust environmental and social initiatives, Davivienda is shaping a more prosperous, inclusive and green future for Colombia.

During the review period, BTG Pactual succeeded in achieving its simplified goal of elevating the client experience through technology and innovation. The bank’s commitment to understanding and fulfilling the needs of its private banking clients has driven it to deliver exceptional digital private banking services over the review period. Guided by a client-centric approach, the bank employed technology to provide solutions aligned with the goals, challenges and aspirations of its clients.

Credicorp Capital has been building on its sustainability strategy since its launch in 2020. That culminated this year with it taking home the award for best in Latin America for sustainability.

BTG Pactual cemented its position as Latin America’s best private bank, earning recognition for its strategic growth, innovative investment solutions and strong client focus. In a challenging environment, the bank delivered record results, expanded its international presence and enhanced its digital capabilities, making it a clear winner in the region.

BTG Pactual is a standout financial institution when it comes to the challenge of meeting clients’ often complex succession planning needs. The firm’s succession planning strategy revolves around providing personalised and globally relevant solutions and focuses on its ability to see each client’s unique needs and ambitions. It allows it to design tailored strategies to ensure seamless wealth transitions across generations and markets, whether clients require advice on US estate planning rules, European tax changes, or investment opportunities in the Middle East.