This award recognises a bank that has outperformed its peers in the provision of client services that are truly global in nature, acknowledging the fact that regional U/HNWIs’ business, personal and financial interests are no longer confined within Asian borders. Such services can include, but are not limited to, overseas (i.e. outside of Asia) account opening, financing and investments, and trust and wealth planning. 

The successful applicant will have to prove (i) it has dedicated resources outside of Asia to servicing the global requirements of Asian clientele (such as dedicated Asia-focused RMs or other advisors in wealth hubs outside of the immediate region), (ii) the provision of streamlined access to global services, such as account opening and foreign currency financing, and (iii) the provision of access to experts and content relevant to ‘globally-minded’ U/HNWIs in Asia, with pertinent topics including but not limited to family office formation, legacy and wealth planning, education, and real estate investments.

The Judging Panel believes the most compelling ‘Global Platform’ propositions are those that can demonstrate: (i) a high level of coordination and alignment of interests and incentives across the private bank’s divisions both in Asia and outside of the region, (ii) a strong understanding within Asia of the private bank’s global capabilities, and (iii) a track record of unlocking opportunities and improving business performance via co-operation between the Asia and global businesses.

The Judging Panel will look favourably on those submissions that are able to provide detailed and compelling case studies of U/HNWIs that have used the bank’s global platform to source the above services. 

Please refer to the Whole of Business and Market Segment Awards submission sheet for full submission guidance. Submissions must include a completed submission sheet.