Winners Stories6th October 2021
The 2021 edition of the awards received entries from around the world representing 4 continents highlighting the best-in-class wealth management and private banking companies. The awards were judged across 5 category groups and recognised those organisations and individuals who showcased innovation, speed and efficacy of delivery and most importantly an exemplary commitment to customer needs and over-all contribution to the
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Winners Stories9th November 2021
Maybank Group, a universal bank headquartered in Malaysia, set up Maybank Private to cater to the wealth management (WM) needs of high-net-worth (HNW) clients in 2014. Today, the private banking arm serves clients from its three booking centres. With a proposition to enhance clients’ wealth portfolios and capabilities to provide excellent service, Maybank stood out in its products and service
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Winners Stories3rd November 2021
Itaú Private Bank has won the Best Bank for Sustainability and ESG Leadership - Corporate Strategy for defining and integrating Environmental, Social, and Governance criteria into its everyday business and launching an ESG product platform with 70 options, among other things. It has also been awarded the Outstanding Global Private Bank: Latin America trophy at the virtual PBI Global Wealth
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Winners Stories10th November 2021
Standard Bank believes in training its relationship managers (RMs) and future leaders to deliver the best possible service and even trains its young clients in finance, winning it Best Next-Generation Offering and Outstanding RM Training and Development Program at the virtual PBI Global Wealth Awards 2021. Its efforts mean it was also awarded Outstanding Global Private Bank: Africa and
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Winners Stories10th November 2021
Kasikornbank Private Banking designs all services using 3-S strategies, spanning: (i) the S-Curve, denoting fast growth in tech for instance; (ii) Sharing, which covers charitable giving and legacies; & (iii) Sustainability, which prepares clients for the coming Environmental, Social, and Governance (ESG) investment environment where carbon net zero goals, social responsibility and so on will be key considerations and growth
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Winners Stories9th November 2021
RBC Wealth Management (WM) won Outstanding Global Private Bank: North America at the virtual PBI Global Wealth Awards 2021 for its strong Canadian presence and the on-going expansion of its City National Bank (CNB) unit in the US and s private client group (PCG) wealth advisory firm – not to mention its expanding services and partnerships. A Highly Commended (HC)
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Winners Stories10th November 2021
In this Q&A interview with Masroor Batin, the Head of BNP Paribas’ Wealth Management (WM) Middle East & Africa (MEA) unit in Dubai, UAE, the Indian educated graduate from the University of Calcutta talks about this strategic plan for the bank, and his vision & key interlocking aims to nurture clients, grow and, where appropriate, accelerate digitalization
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Winners Stories10th November 2021
Quintet Private Bank was Highly Commended in the Outstanding Global Private Bank: Europe category at the 31st annual staging of the Private Banker International (PBI) Global Wealth Awards 2021, held virtually on 8 October due to Covid-19. The bank has used new funding to acquire and consolidate its European-based global wealth management (WM) and investment offering, delivering a 16% uptick
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Winners Stories10th November 2021
The Covid-19 pandemic was one of the biggest challenges of recent decades. Clients needed wealth managers, as never before, to navigate the volatility and still deliver results. Julius Baer stepped up to the mark with its work from home (WFH) solutions for staff ensuring constant communication, enhanced digital services for clients, and a tight focus on the markets, and longer-term
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Winners Stories10th November 2021
People matter. However good technology and support systems are if the client interaction is good then a private bank will inevitably grow and attract newcomers. Many outstanding individuals were recognized at the virtual PBI Global Wealth Awards 2021 but to pick some out Hana Bank in Korea was particularly noteworthy with two winners – Hyeonjoo Kim &
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Winners Stories9th November 2021
Established in 1967, Mashreq Private Bank has international reach with a presence in nine countries and strong Middle Eastern representation in Egypt, Bahrain and Kuwait, alongside its core UAE market. It serves high-net worth individuals domestically and HNWIs from across the world who look to the UAE as an offshore center. Its experienced staff, expertize and product, mutual and investment
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Winners Stories3rd November 2021
UBS won the Outstanding Global Private Bank: Asia-Pacific category at the Private Banker International (PBI) Global Wealth Awards 2021, held virtually on 8 October, for a combination of its financial and growth performance, powered by past technology and people investments, and its focus on sustainable investment (SI).UBS has US$3 trillion in invested assets and a diversified global scale. But
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Winners Stories10th November 2021
Going forward, HSBC will invest US$100m in the next two years to further enhance its digital platform and advisory engine. HSBC Global Private Banking (PB) for ultra & high-net worth individuals (U-HNWI) serves clients in North Asia and throughout the area via onshore hubs in mainland China, Hong Kong and Taiwan, plus there are other Asian onshore hubs further
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