About the awards

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

Best Private Bank Award

‘The Best Private Bank Awards invite entries from top-tier private banks worldwide. These accolades, divided into world, regional and country categories, recognise institutions that have demonstrated exceptional service and performance in their respective territories. These awards highlight the very best in private banking.

Best Private Bank World Awards

1. 1. Best Private Bank in the World

Best Private Bank Regional Award

1. 1. Best Private Bank in Europe
2. 2. Best Private Bank in North America
3. 3. Best Private Bank in South America
4. 4. Best Private Bank in Middle East
5. 5. Best Private Bank in Africa
6. 6. Best Private Bank in APAC
7. 7. Best Private Bank in North Asia
8. 8. Best Private Bank in Southeast Asia

Best Private Bank by Country

1. 1. Best Private Bank in Australia
2. 2. Best Private Bank in China
3. 3. Best Private Bank in Singapore
4. 4. Best Private Bank in Hong Kong
5. 5. Best Private Bank in South Korea
6. 6. Best Private Bank in Taiwan
7. 7. Best Private Bank in India
8. 8. Best Private Bank in the UAE
9. 9. Best Private Bank in Saudi Arabia
10. 10. Best Private Bank in Qatar
11. 11. Best Private Bank in South Africa
12. 12. Best Private Bank in Switzerland
13. 13. Best Private Bank in United Kingdoms
14. 14. Best Private Bank in United States
15. 15. Best Private Bank in Canada
16. 16. Best Private Bank in Brazil

Best Multi-Family Offices Awards

The Best Multi-Family Offices Awards acknowledge the superior services provided by multi-family offices across the globe. Recognising regional excellence from North America to APAC, and identifying leadership in specific countries, these awards honor the dedication and expertise of these entities in managing wealth, protecting assets, succession planning, and providing a range of specialized services for HNWI and UHNW families.

Best Multi-Family Offices World Awards

1. 1. Best Multi-Family Office in the World

Regional Awards

1. 1. Best Multi-Family Office in North America
2. 2. Best Multi-Family Office in Europe
3. 3. Best Multi-Family Office in the Middle East
4. 4. Best Multi-Family Office in Africa
5. 5. Best Multi-Family Office in APAC

Country Awards

1. 1. Best Multi-Family Office in United States
2. 2. Best Multi-Family Office in Switzerland
3. 3. Best Multi-Family Office in United Kingdoms
4. 4. Best Multi-Family Office in South Africa
5. 5. Best Multi-Family Office in the UAE
6. 6. Best Multi-Family Office in Saudi Arabia
7. 7. Best Multi-Family Office in Qatar
8. 8. Best Multi-Family Office in China
9. 9. Best Multi-Family Office in Singapore
10. 10. Best Multi-Family Office in Hong Kong
11. 11. Best Multi-Family Office in South Korea
12. 12. Best Multi-Family Office in Taiwan
13. 13. Best Multi-Family Office in Australia
14. 14. Best Multi-Family Office in Japan

Service Achievement Awards

These awards recognise leadership across 32 categories in wealth management and philanthropy. It identifies excellence in areas such as charitable trusts, digital and discretionary wealth management, family asset protection, and high-net-worth services.

1. 1. Charitable Trust of the Year
2. 2. Philanthropic Service of the Year
3. 3. Digital Wealth Management Service of the Year
4. 4. Discretionary Wealth Management Service of the Year
5. 5. Family Asset Protection and Segregation Service of the Year
6. 6. Family Succession Service of the Year
7. 7. Family Trust Service of the Year
8. 8. Financial Planning and Asset Management Service of the Year
9. 9. Hedge Fund Investment Service of the Year
10. 10. High Net worth Health Care Insurance Service of the Year
11. 11. High Net worth Property Insurance Service of the Year
12. 12. High Net worth Overseas Insurance Service of the Year
13. 13. High Net worth Professional Service of the Year
14. 14. High Net worth Lifestyle Service of the Year
15. 15. High Net worth Life Insurance Service of the Year
16. 16. High Net worth Investment Linked Insurance Product of the Year
17. 17. Overseas Wealth Management Service of the Year
18. 18. Pension Finance Product of the Year
19. 19. Private Equity Investment Service of the Year
20. 20. Private Bank Philanthropic Planning Service of the Year
21. 21. Private Wealth Asset Management Service of the Year
22. 22. Private Wealth Investment Banking Service of the Year
23. 23. Private Wealth Securities Service of the Year
24. 24. Private Wealth Service of the Year
25. 25. Private Wealth Trust Service of the Year
26. 26. Real Estate Investment Service of the Year
27. 27. Venture Capital Investment Service of the Year
28. 28. Wealth Management Product of the Year
29. 29. Investor Education Initiative of the Year
30. 30. Family Office Management Consultancy of the Year
31. 31. WealthTech Initiative of the Year
32. 32. Best Fund Advisory Service

Impact Achievement Awards

The Impact Achievement Awards recognises initiatives and projects that have made a significant, positive contribution to communities and society at large. They recognise efforts ranging from charity and corporate social responsibility projects to educational campaigns, green investments, and NGO initiatives. In addition, they recognise strides made in poverty alleviation, public welfare, social inclusion, sustainable growth, and philanthropy platforms.

1. 1. Corporate Social Responsibility Project of the Year
2. 2. Green Investment Project of the Year
3. 3. Best Social Enterprise/NGO Project of the Year
4. 4. Poverty Alleviation Project of the Year
5. 5. Social Inclusion Project of the Year
6. 6. Best Philanthropy Platform of the Year

Top Private Banking Centres in Asia Pacific Award

Top Private Banking Centres in Asia Pacific award honours outstanding private banking centres across the region, highlighting institutions that demonstrate excellence, innovation, and a strong commitment to raising the standards of wealth management.

In a financial landscape increasingly dominated by digital services, the importance of physical bank branches remains significant. These branches provide a secure and private setting that is crucial for in-depth financial planning and personalised advisory services, thereby reinforcing strong client relationships built on trust and personal interaction.

The evaluation process for these awards is thorough, encompassing both quantitative and qualitative metrics to ensure a comprehensive analysis of each centre’s performance across five key areas: Financial Performance, Client Relations, Operational Excellence, Service and Experience, and Brand and Market Positioning. Additionally, a pitch session with shortlisted branch managers offers insights into the unique strategies and operational approaches that distinguish their centres.

Participation in the "Top Private Banking Centres in Asia Pacific" awards allows institutions to gain recognition for their achievements and to contribute to setting new benchmarks for excellence in the private banking industry, celebrating the exemplary service and innovation that define the region's leading private banking centres.