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中国在岸业务的银行（包括国有、股份制，城市商业银行，外资银行），且参选银行将资产配置和投资顾问作为对客户价值主张的核心。