Best Family Office Offering       

Celebrating an institution that is meeting the specific needs of the family offices

Suggested performance to include (where possible):

  • Client assets under management
  • Net new money
  • Number of private clients
  • Number of advisors/relationship managers
  • Annual staff retention rate
  • Please expand on your specific business model as well as retention strategy in your region
  • Please expand on the other strengths that enable your institution to excel and stand out in the regional or global family offices market (in no more than 250 words)
  • Please expand on the important new initiatives you have launched in 2018 that strengthens your value proposition

 

Best Next-Generation Offering

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):

  • Number of private clients
  • Percentage of new clients in past 12 months
  • Please describe the service offering you are entering and why?
  • 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?

 

Outstanding UHNW Offering

Celebrating an institution that is extending its product proposition effectively and successfully to satisfy the needs of the ultra-high net worth clientele

Suggested performance to include (where possible):

  • Number of private clients
  • Percentage of new clients in past 12 months
  • Please describe the service offering you are entering and why?
  • 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?

 

Outstanding Philanthropy Offering

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):

  • Number of private clients
  • Percentage of new clients in past 12 months
  • Number of advisors/relationship managers/private bankers
  • Please describe the service offering you are entering and why?
  • 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?

 

Outstanding NRI/Global Indians Offering

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 private clients
  • Percentage of new clients in past 12 months
  • Please describe the service offering you are entering and why?
  • 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?

 

Outstanding Wealth Management Technology Initiative

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 for the region to include (where possible):

  • Number of clients
  • Percentage of new clients in past 12 months
  • Please describe the service offering you are entering and why? When was this product launched and how have you developed this service in 2018?
  • Kindly expand on what makes this product stand out from its competitors
  • How do you plan to develop the service capability in the future?

 

Outstanding Customer Relationship Service and Engagement

Celebrating a private bank with an outstanding performance record in servicing wealthy clients, customer engagement and relationship management, the use of new technologies, social media and applications.

Suggested performance criteria to include (where possible):

  • Number of private clients
  • Percentage of new clients in the past 12 months
  • Number of advisors/relationship managers/private bankers
  • Please expand on the initiatives your institution has taken to enable successful customer relationship service and engagement, and why you deserve this award
  • 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?