Wealth and Society is a worldwide programme that brings together Ultra-High Net Worth Individuals and their supporting institutions who believe that wealth has a higher purpose in creating opportunities that create a meaningful and sustainable society as a whole.

We have instituted a well-branded awards programme that honours Ultra-High Net Worth Individuals and leading wealth management institutions around the world that are committed to the long-term integrity and relevance of their wealth to society. We will be featuring a few Ultra-High Net Worth individuals at the awards dinner for their stated commitments as well as demonstrable achievements in achieving goals that are over and beyond the business of preserving and building on wealth.

The Global Wealth and Society Awards also recognises financial institutions, including private banks, multi-family offices fund managers and wealth management institutions that facilitate their ultra-high-net-worth clients to achieve goals that are over and above the business of preserving or growing wealth. These are very high-quality institutions that have achieved an intimacy with their clients in such a manner as to be able to advise and negotiate on complex goals of building businesses, philanthropies, foundations and projects that are for the good of the societies they live in.

The criteria for assessment consider the quality of your client managers, the extent to which your products and services are designed to be aspirational in nature. In addition to meeting your client’s risk appetite, we look for the ability and evidence of helping them meet their broader investment and social goals. The full criteria are listed in this document.

The programme is anchored by an international panel of advisors who have extensive experience in impact investing, philanthropy, and family wealth management. The evaluation process is rigorous.

Should you require further information or assistance regarding the awards programme, we encourage you to contact Mr. Chris Kapfer, Director of Research at TABInsights at ckapfer@tab.global . For institutions based in Mainland China, enquiries can be directed to Mr. Busch Pu, Research Manager, at bpu@tab.global . We are committed to providing comprehensive support and guidance throughout the application process.

Yours sincerely,

Gordian Gaeta
Chairman,
Wealth & Society