This award recognises the best-in-class private banking service of a bank with onshore China operations (State-Owned, Joint-Stock, City-based Commercial, or Foreign Bank) whose asset allocation services have outperformed its peers. Asset allocation services can include but are not limited to: discretionary portfolio management (DPM), managed solutions and mandate-focused businesses.

该奖项旨在表彰提供一流私人银行服务的从事在岸中国业务的银行（国有，股份制，城市商业银行，外资银行），参选银行需在包括全权委托投资管理，托管解决方案及其他授权委托管理业务在内的资产配置上表现优于同行。