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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.

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.

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 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.

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.

Santander Private Banking stands head and shoulders above the competition in this award for Latin America’s best international private bank. The Spanish financial institution is not only a colossus in Latin America, but also a powerhouse in key markets in other regions, including Europe and North America. More recently, it opened a new branch in the Dubai International Financial Centre, giving its Latin America-based private banking clients access to another fast-growing region.

LarrainVial’s strong growth, innovative solutions and unwavering client focus make it a deserving recipient of the award for best private bank in Chile. The bank has solidified its reputation as one of Chile’s most prominent and innovative financial services firms, providing comprehensive investment solutions to clients.

The chief investment office (CIO) has really come into its own this decade. A good CIO works with their team to develop and communicate investment strategy and policies, oversee the investment process, make decisions on asset allocation, manage risk across portfolios, and contribute to the firm’s overall business strategy.

There’s no financial institution quite like UBS in Latin America. It claims to be a unique player in the region, and so it is, offering a seamless blend of global and local wealth management services to ultra-high-net-worth clients.

Any winner of this award, be it at a global, regional or country level, is by default aspirational in its ambitions. Always striving yet never quite achieving outright excellence is a great recipe for serving one’s customers: they enjoy the fruits of your endeavours and appreciate them.

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.