Surveys and Awards
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Aditya Birla Finance Limited-Wealth wins this award for the quality and range of its investment research.
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BDO Private Bank wins the award as the Philippines’ best domestic private bank for the quality and range of expertise and services it provides to high net-worth individuals, families and entrepreneurs.
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For its impressive commitment to this issue in the country, DBS wins the award for Taiwan’s best for sustainability.
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DBS wins the award for Taiwan’s best international private bank in recognition of the quality of its services and its leading market position in the country.
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Julius Baer wins this award for the investment the firm is making in this core Asian market, as well as the global expertise it offers Indian clients.
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UOB Private Bank wins the award as the only foreign private bank operating onshore in Malaysia.
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UOB Private Bank wins this award for its commitment to and investment in supporting next generation clients.
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DBS wins the award for Singapore’s best domestic private bank for the second consecutive year in recognition of its regional expertise, as well as the strength and sophistication of its wealth management offering.
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DBS wins the award for its strength and innovative leadership in serving family office clients in Singapore.
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DBS wins the award for its expertise in succession planning.
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DBS wins this award for the strength and sophistication of its digital solutions.
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DBS wins this award for best international private bank in Hong Kong in recognition of the quality and breadth of its services and its distinctive regional expertise.
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Euromoney Private Banking Awards: Hong Kong’s best for family-office services: JPMorgan Private BankJPMorgan Private Bank wins the family office award thanks to the quality and range of products, services and advice it provides wealthy Asian families.
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Euromoney Private Banking Awards: Hong Kong’s best for philanthropic advisory: JPMorgan Private BankJPMorgan Private Bank wins this award in recognition of its expertise and global connectivity in philanthropic advisory and services.
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Julius Baer wins the award for Singapore’s best for high net-worth clients in recognition of the impressive range of expertise and capabilities it offers this key client segment.
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Euromoney Private Banking Awards: Singapore’s best international private bank: JPMorgan Private BankJPMorgan Private Bank wins the international private bank award for the power, range and expertise of its cross-business capabilities.
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EFG Bank wins the award for its differentiated private-banking offering.
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In its home market, Deutsche Bank has expanded its leadership with high net-worth (HNW) customers, as well as with the ultra-high net-worth (UHNW) clients that are becoming a core focus in Germany, Europe and cross the globe.
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BNP Paribas Wealth Management shows “a strong dedication to enhancing the client experience through digital means, innovation and research”, according to the judging panel for this year’s private banking awards.
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Serving the next generation of wealthy individuals and family members is at the heart of everything Julius Baer does. The Swiss pure-play wealth manager is cognisant of the vast amount of wealth in the process of being handed from one set of family hands to the next; it sees this segment as a key vehicle for it to, in its words, “live out [its] purpose” and “create value beyond wealth”.
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The banks in each market that have excelled across a range of core private banking activities during the past 12 months.
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BNP Paribas Wealth Management operates across 17 countries, serving a client base of entrepreneurs, family offices and high net-worth individuals.
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LGT Private Banking is the private bank of the Princely House of Liechtenstein. Founded in 1920, it operates according to the same values and convictions that have guided the building and managing of its owner’s family assets for almost 900 years, across 26 generations: thinking and acting entrepreneurially; a long-term focus; openness to new developments and technologies; and a disciplined approach to risk and resources.
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Few manage to do discretionary portfolio management better than Julius Baer today. The largest pure-play private bank by assets under management has been busy during its latest strategic cycle, which runs for three years through 2025.
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Caixabank Private Banking wins the award for best domestic private bank in Spain this year having demonstrated strong performance and launched important enhancements in many sectors.
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JPMorgan has been making a strong push in private banking in Europe, the Middle East and Africa over the past three years, substantially growing its numbers of advisers and clients, opening offices from Athens and Brussels to Copenhagen and Manchester, while taking advantage of its big technology budget to invest in new capabilities.
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BNP Paribas Wealth Management’s philanthropy solutions have been a noteworthy part of its wider positive impact offering since 2008. The firm aims to provide clients, free of charge, with proposals that fit each step of their philanthropic journey.
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The wealth-management divisions of national-champion universal banks have won most of the regional private banking awards in Western Europe. But Lombard Odier offers a powerful reminder of the capabilities of a pure-play private bank, owned by its managing partners who follow a business model solely focused on managing their clients’ assets.
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Deutsche Bank Private Bank is building a focus on the most challenging customer segment of all: ultra-high net-worth individuals and family offices.
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BNP Paribas has been relentlessly fine-tuning its secondary equities business in Europe for more than a decade. While the primary focus has been on reaching an affordable offering for institutional investor customers of its markets business, clients of the wealth-management business are now also benefiting.
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BNP Paribas Wealth Management has been named Western Europe's best private bank for sustainability this year. One of the many factors supporting this decision is the banks’ ability to embed sustainability into all its product and services by prioritising portfolio assessment and the upskilling of its bankers.
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Societe Generale Private Banking, the wealth-management arm of Societe Generale, is a worldwide private bank with a strong European base. It had €140 billion of assets under management at the end of September 2023.
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Once again, Morgan Stanley takes the award for best private bank for sustainability in North America this year. The bank shows consistent leadership in this space with its Investing with Impact platform that now boasts over 300 financial products and accounted for $69 billion in client assets, as of September 2023.
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UBS’s wealth-management business had already seen enviable performance over the 10 years since it set itself the ambition of being the world’s leading global wealth manager in 2012. But, with the acquisition of Credit Suisse, the last 12 months have seen it take another step forward.
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Most high net-worth (HNW) individuals in the US plan to pass on their wealth to their children, but according to Bank of America Private Bank, fewer than half are confident that the next generation will make responsible decisions with their inheritance.
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The banks in each market that have excelled across a range of core private banking activities during the past 12 months.
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RBC’s global asset-management business underpins its wealth-management offering, and its already dominant position in the Canadian market is increasingly being complemented by a strong showing in the US, as well as other regions around the world.
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The best private banking franchises today must do much more than simply preserve and grow wealth. They must also enable their clients to share that wealth to meet all manner of broader goals, whether traditionally philanthropic or through the more modern lens of social impact.
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If JPMorgan Private Bank has one objective, it is to provide to clients that magic combination of an institution with the power of a global financial leader and the intimacy of a private-banking relationship. It is led by Mary Callahan Erdoes.
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JPMorgan’s wealth management business headed into the coronavirus pandemic with considerable momentum in high and ultra-high net-worth clients. It had only recently founded 23 Wall, a team to advise the biggest and wealthiest families on how to think strategically about the whole panoply of their private assets – everything from companies and property to sports teams and art.
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Key to succession planning is having a team with that critical combination of technical expertise in the relevant fields of estate and trust planning, but also a history of advising the wealthiest families in approaches that can then be successfully deployed and tailored in the service of new clients who might have similar characteristics.
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At the heart of Goldman Sachs’s approach to discretionary portfolio management is the belief that all the bank’s institutional clients ought to have access to the kind of expertise and strategies that historically might only have been accessible to the very biggest.
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The very best franchises serving family offices must get one thing right above all else: they must be able to deliver a customized offering that is sensitive to the particular needs of any client. The larger the institution, the more services it can deploy to do this, but the higher the risk of a cookie-cutter approach to clients, requiring them to adapt to the service provider rather than the other way around.
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JPMorgan Private Bank has unveiled a host of new services in recent years, targeting key clients across North America, as well as world-wide.
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At a time when geopolitical and macroeconomic turmoil are more bewildering than ever, the need for the guiding hand of a thoughtful investment research and strategy operation is greater than ever for private-banking clients.
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Formue is this year’s winner for best bank for discretionary portfolio management in the Nordics and Baltics. Key to its success was the lender’s transition from a manually processed portfolio construction to an industry-leading portfolio and advice digital solution: Advent Genesis.
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Carnegie Private Banking wins the Sweden’s best domestic private bank award for the second consecutive year for the growth, investment and development it has made across its private banking business.
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The banks in each market that have excelled across a range of core private banking activities during the past 12 months.
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For its mix of global capability with local expertise and philanthropic efforts, JPMorgan wins the award for Sweden’s best international private bank.
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The award for the best international private bank in the Nordics and Baltics goes to JPMorgan Private Bank this year. Among other things, the US lender impressed the judging panel with the philanthropic commitments it has facilitated for clients in the region.
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DNB Private Banking has been named this year’s best bank for family-office services in the Nordics and Baltics.
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Sustainability principles are embedded across all the private banking products and services offered by Formue, the Nordics and Baltics’ best private bank for sustainability this year.
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Nowadays, wealthy investors are not only looking for further insights and analytical expertise to guide them through uncertain markets but also for the ability to integrate non-financial preferences into their decision-making.
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Amid strong competition between the region’s leading private lenders, Carnegie Private Banking is the judging panel’s choice for best private bank in the Nordics and Baltics this year. The bank has also been recognized in three other categories: family office services, investment research and ultra-high net-worth individuals.
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Carnegie Private Banking is this year’s winner for best bank for ultra-high net-worth individuals in the Nordics and Baltics.
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The family-office sector in the Middle East has become increasingly important in recent years, with more and more local and international family offices setting up in Dubai and Abu Dhabi.
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Emirates NBD Private Banking’s retail banking and wealth management division generated its highest-ever revenue and strongest loan growth during the awards period and the firm is named Euromoney’s best private bank in the Middle East this year.
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In a region where most private-sector commercial activity is undertaken by family businesses, succession planning and wealth transfer could not be more important.
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Ultra-high net-worth can be the most challenging client segment to service for private banks. The investable assets these clients provide can come with challenging demands and complicated needs.
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The challenges presented by the pandemic and broader geopolitical tensions have meant that the role of the chief investment office has become especially important to any private banking offering in the Middle East.
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Lombard Odier takes home the award for Euromoney’s best pure play private bank in the Middle East this year. The Swiss firm has transformed its presence in the region over the last few years.
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Emirates NBD has been named Euromoney’s best private bank for digital solutions in the Middle East for a second year in a row.
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Sustainable finance came under intense scrutiny across the Middle East when COP28 took place in Dubai last year.
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The banks in each market that have excelled across a range of core private banking activities during the past 12 months.
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BNP Paribas Wealth Management has been named Euromoney’s best international private bank in the Middle East for 2024.
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Investment research is about more than producing reports and roundtables. It is about creating quality resources that clients trust and respect.
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Discretionary portfolio management is an important part of Lombard Odier’s offering worldwide, and this is reflected in its business in the Middle East.
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If necessity is the mother of innovation, then it is perhaps no surprise that Santander Private Banking’s digital platform – which spans all the main Latin American private-banking clients – was the one that impressed the judges the most.
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Santander Private Banking’s ultra-high net-worth segment is called Private Wealth and covers clients who have more than €20 million. The bank has been growing this segment in recent years and it now has more than 100 dedicated bankers and specialists in Latin America.
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Santander Private Banking in Latin America enjoys certain natural advantages thanks to the bank’s geographical footprint and strategy. Overlaying the global bank’s strength within the region is dominance in Spain and Europe more broadly, as well as a presence in the US. This perfectly matches the domestic market for private banking in Latin America – the local presence is essential to serve these clients – while also offering access to the main markets that Latin Americans tend to think of first when seeking portfolio diversification.
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With the growth in wealth in all regions – and particularly in Latin America, which has seen a soft commodities-boom generate large increases in the high net-worth segment in recent years – the key to serving these clients is efficiency.
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As the oldest private bank based in the southeast of Brazil – the traditional powerhouse of wealth in the country – Itaú Private Bank has an inbuilt advantage when it comes to managing the generational succession in private banking.
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In Brazil – and indeed throughout Latin America – the family-office business is critical for private banks.
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Credicorp Capital’s investment in investment research is a differentiator for a local private bank. The regional coverage provides excellent breadth, but it is the depth in certain areas that provides its client base with different investment ideas.
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Credicorp Capital retains its award for being the best private bank for discretionary portfolio management in 2024.
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The banks in each market that have excelled across a range of core private banking activities during the past 12 months.
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BTG Pactual’s next-generation service proposition is closely – but not exclusively – correlated with its family-office activities, so it is no surprise that its strength in the latter translates into leadership in the former.
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Until recently Latin America’s best bank for sustainability in Euromoney’s private banking awards would not have been a domestic franchise. Environmental, social and governance considerations came relatively late to Latin America, and the first wave of ESG-labelled investment funds was an imported novelty from the international banks – particularly the Europeans.
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In recent years, the private banking industry in Latin America has been undergoing rapid transformation, with lower real interest rates and digitalization fragmenting traditional brands. And senior bankers forming their own boutiques.
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OTP Private Banking’s approach to digital development and innovation is predicated on a regional approach, helping the firm benefit from its presence across central and eastern Europe.
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OTP Private Banking says it has recently embarked on an overhaul of its discretionary portfolio management services. This involves redefining the workflow to reflect topical industry themes, such as the focus on environmental, social and governance, as well as the implementation of what it describes as revolutionary new front-office software and a focus on increasing client alpha.
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OTP Private Banking is putting resources into sustainability and showing signs of progress in the area. At a group level, improved scores by several environmental, social and governance ratings agencies are testament to its improvements in the area recently. For example, it moved from a medium- to low-risk ranking by Sustainalytics.
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The banks in each market that have excelled across a range of core private banking activities during the past 12 months.
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Over the past decade, OTP Group has grown as a regional bank in central and eastern Europe – even as other international banks have begun to retreat from the region. Listed in Budapest since 1995, the group now covers 12 countries, counting 17 million customers. Although it is headquartered in Hungary, it also considers itself a market leader in Bulgaria, Serbia, Montenegro and Slovenia in terms of the overall banking market, including retail.
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UniCredit’s importance as a private bank in Central and Eastern Europe is particularly evident in its service offering for high net-worth individuals.
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Chief executive Andrea Orcel has made it clear that Central and Eastern Europe remains at the heart of UniCredit, not least through the purchase of Greek lender Alpha Bank’s Romanian operations last year.
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In a year that has seen Asia's financial institutions face mounting pressures from geopolitical headwinds, DBS retains its mantle as Asia’s best private bank 2024. This award comes in tandem with two other regional honours: best for family office services and best for high net-worth (HNW) individuals. Its managing director and group head is Joseph Poon.
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Hefeng Family Office wins the award for China’s best for family office services.
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With Singapore's ascent to a prominent hub for family offices in Asia, DBS has made quick work of establishing itself as a leading player in the region.
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The banks in each market that have excelled across a range of core private banking activities during the past 12 months.