Celebrating the best among the private banks in each region that are successfully serving domestic wealthy clients.

Suggested performance criteria to include (where possible):

• Client assets under management
• Cost/income ratio
• Number of private clients
• Number of advisors/relationship managers/private bankers
• Annual staff retention rate
• Please expand on your specific business model and international clients acquisition as well as retention strategy in your region
• Clear and detailed explanations on why your institution stands out within the regional category you are applying to (e.g. number of offices, country specific services, heritage/history, what your institution does better than others in said region.

Celebrating the best among the private banks in each region that are successfully serving domestic wealthy clients.
Suggested performance criteria to include (where possible):

• Client assets under management
• Cost/income ratio
• Number of private clients
• Number of advisors/relationship managers/private bankers
• Annual staff retention rate
• Please expand on your specific business model and international clients acquisition as well as retention strategy in your region
• Clear and detailed explanations on why your institution stands out within the regional category you are applying to (e.g. number of offices, country specific services, heritage/history, what your institution does better than others in said region.

Celebrating the best among the private banks in each region that are successfully serving domestic wealthy clients.

Suggested performance criteria to include (where possible):

• Client assets under management
• Cost/income ratio
• Number of private clients
• Number of advisors/relationship managers/private bankers
• Annual staff retention rate
• Please expand on your specific business model and international clients acquisition as well as retention strategy in your region
• Clear and detailed explanations on why your institution stands out within the regional category you are applying to (e.g. number of offices, country specific services, heritage/history, what your institution does better than others in said region.

Celebrating the best among the private banks in each region that are successfully serving domestic wealthy clients.
Suggested performance criteria to include (where possible):

• Client assets under management
• Cost/income ratio
• Number of private clients
• Number of advisors/relationship managers/private bankers
• Annual staff retention rate
• Please expand on your specific business model and international clients acquisition as well as retention strategy in your region
• Clear and detailed explanations on why your institution stands out within the regional category you are applying to (e.g. number of offices, country specific services, heritage/history, what your institution does better than others in said region.

Celebrating the best among the private banks in each region that are successfully serving domestic wealthy clients.

Suggested performance criteria to include (where possible):

• Client assets under management
• Cost/income ratio
• Number of private clients
• Number of advisors/relationship managers/private bankers
• Annual staff retention rate
• Please expand on your specific business model and international clients acquisition as well as retention strategy in your region
• Clear and detailed explanations on why your institution stands out within the regional category you are applying to (e.g. number of offices, country specific services, heritage/history, what your institution does better than others in said region.

Celebrating the best among the private banks in each region that are successfully serving domestic wealthy clients.

Suggested performance criteria to include (where possible):

• Client assets under management
• Cost/income ratio
• Number of private clients
• Number of advisors/relationship managers/private bankers
• Annual staff retention rate
• Please expand on your specific business model and international clients acquisition as well as retention strategy in your region
• Clear and detailed explanations on why your institution stands out within the regional category you are applying to (e.g. number of offices, country specific services, heritage/history, what your institution does better than others in said region.

Celebrating the best among the private banks in each region that are successfully serving domestic wealthy clients.
Suggested performance criteria to include (where possible):

• Client assets under management
• Cost/income ratio
• Number of private clients
• Number of advisors/relationship managers/private bankers
• Annual staff retention rate
• Please expand on your specific business model and international clients acquisition as well as retention strategy in your region
• Clear and detailed explanations on why your institution stands out within the regional category you are applying to (e.g. number of offices, country specific services, heritage/history, what your institution does better than others in said region.

Celebrating the best among the private banks in each region that are successfully serving domestic wealthy clients.
Suggested performance criteria to include (where possible):

• Client assets under management
• Cost/income ratio
• Number of private clients
• Number of advisors/relationship managers/private bankers
• Annual staff retention rate
• Please expand on your specific business model and international clients acquisition as well as retention strategy in your region
• Clear and detailed explanations on why your institution stands out within the regional category you are applying to (e.g. number of offices, country specific services, heritage/history, what your institution does better than others in said region.

Celebrating the best among the private banks in each region that are successfully serving domestic wealthy clients.
Suggested performance criteria to include (where possible):

• Client assets under management
• Cost/income ratio
• Number of private clients
• Number of advisors/relationship managers/private bankers
• Annual staff retention rate
• Please expand on your specific business model and international clients acquisition as well as retention strategy in your region
• Clear and detailed explanations on why your institution stands out within the regional category you are applying to (e.g. number of offices, country specific services, heritage/history, what your institution does better than others in said region.

A private banker that has global oversight or experience in serving clients across different regions. Please include notable milestones and achievements

A private banker that has global oversight or experience in serving clients across across Asia Pacific. Please include notable milestones and achievements

As the relationship between employee training, wellbeing and development and company success becomes more and more defined it is essential that companies invest in their people. This category celebrates the private banks with clearly defined programmes for employee training and development.

Suggested performance criteria to include (where possible):

• Number of employees who have been through / are in the programme.
• Programme objectives and KPIs
• Impact the program has had on client satisfaction levels
• Where possible please demonstrate the impact on company success

To be eligible for a nomination an individual must be 35 or below and have less than 5 years experience as a private banker.

Recognizing our emerging leaders, to be eligible the private banker must be leading a team and have been in the role for less than 5 years.

Celebrating the best family office in the region
Suggested performance to include (where possible):

• Number of families/individuals managed
• Services offered to those families/individuals
• Assets Under management

Celebrating an institution that is extending its product proposition effectively and successfully to engage the next generation of wealthy clients

Suggested performance to include (where possible):

• Percentage of new clients in past 12 months who are next-generation
• Please describe the services you are offering to the current and next generation of clients?
• How do you plan to develop the service capability in the future?

Celebrating an institution that provides its clients with the most wide-ranging Islamic compliant investment service. Please include:

• Islamic investment offerings
• Metrics of success, such as average returns or client satisfaction
• Number of countries where your service is offered
• Size and extend of in-house investment capabilities and expertise

Celebrating an institution that enables clients to get the best out of their portfolio either through a discretionary or advisory led portfolio. Please include:

• Any metrics of success, such as average returns, client satisfaction, etc.
• Size and extend of in-house investment capabilities and expertise
• Description of products and services offered

Celebrating an institution that is extending its product proposition effectively and successfully to satisfy the needs of the NRI/Global Indian clientele
Suggested performance to include (where possible):

• Number of NRI clients
• What services are provided to this client-group
• Please describe the competitive environment for this proposition, referring to similar peer initiatives, and describe why this offering stands out

Celebrating a private bank that is making a real contribution to their clients philanthropic’ lives by enabling different ways of giving and establishing best practice

Suggested performance to include (where possible):

• What philanthropic services you offer clients
• What are the philanthropic/CSR efforts of your own institution (please include total donations plus any awards/recognitions if applicable)
• What you are doing to further the philanthropic giving fo your clients (services, education, in-house expertise, etc.)

Celebrating an institution that is extending its product proposition effectively and successfully to satisfy the needs of the ultra-high net worth clientele (those worth $30m and upwards)

Suggested performance to include (where possible):

• Number of private clients in the UHNWI bracket (and billionaire bracket if applicable)
• Please describe the service offering you are provide UHNWIs which are different from HNWIs
• Please describe the competitive environment for this proposition, referring to similar peer initiatives, and describe why this offering stands out
• How do you plan to develop the service capability in the future?

This category will open up another side of the private banking business which is dealing with portfolios below $1 million dollars and above $100K

Suggested performance to include (where possible):

• Number of affluent clients
• Please describe the service offering you provide to affluent clients
• Please describe the competitive environment for this proposition, referring to similar peer initiatives, and describe why this offering stands out
• How do you plan to develop service capability in the future?

Celebrating a private bank with a clearly differentiated and proven digital offering.

Suggested performance criteria to include (where possible):

• A description of your offering and how it is differentiated.
• How you have deployed the use of partnerships, technology, innovation, adaption to customer digitalization etc.
• Kindly expand on what make your bank stand out from your competitors in the digital space.
• Where possible and relevant please quote your users / clients opinion of your digital offering.

Recognizing a private bank that has done the most for growth, not only in terms of its own offerings, but its clients as well. Please include

• Any relevant metrics showing sizable growth (AuM, financial results, number of clients, M&As etc)
• How this growth has provided clients a better service or better products
• Future plans for growth to continue

Celebrating a private bank that has enhanced its technology back of house to enhance one or more back of house element for example, efficiency, sustainability, security and the impact on overall performance.
Suggested performance criteria to include (where possible):

• Significant changes since implementation
• Impact these changes have had on client service
• Please describe the the technology you are entering and why? When was this initiative launched and how have you developed this service in 2018/19?
• Kindly expand on how this application of technology helps you stand out from competitors
• How do you plan to develop the capability in the future?

Celebrating a private bank that has enhanced its digital platform offering successfully to empower its relationship managers as well as enable customer-centricity, client satisfaction, and increased overall efficiency
Suggested performance criteria to include (where possible):

• Please describe the service offering you are entering and why? When was this product launched and how have you developed this service in 2018/19?
• Kindly expand on what makes this product stand out from its competitors
• How do you plan to develop the service capability in the future?