This award celebrates the independent wealth manager serving Chinese clients from offshore hubs. The winner will be distinguished by their ability to provide superior client service, aligning interests with clients while offering hands-on management of financial assets and enduring support for cross-border wealth planning and family needs.
It is open to external/independent asset managers and multi-family offices whose primary business is private wealth management for Chinese clients in offshore markets.
The winner will need to demonstrate for the year under consideration:
(i) an exemplary track record of identifying, meeting, and exceeding the needs of its clients across investments and services,
(ii) strong and sustainable business momentum and growth in line with strategic imperatives, and
(iii) tangible progress in preparing the business for the future.
Applicants will be assessed across five criteria, with emphasis on relative (YoY) progress in the context of stated objectives:
- Client Assets
- Business Strategy & Performance
- Platform & Offering
- Human Capital
- Client Experience
Please refer to the Whole of Business and Market submission sheet for full submission guidance. Submissions must include a completed submission sheet.