This award recognises a private bank that has excelled in providing services to clients that fall under the scope of wealth planning, including but not limited to succession planning and family governance, tax and estate planning, trust administration, and insurance. Please note there are separate categories for Best Private Bank – Family Offices and Best Private Bank – Philanthropy.

Submission Guidance

• Submissions should articulate how wealth planning fits into the overall private banking business in Asia, how performance is tracked, and demonstrate improvements to the quality and delivery of solutions during the year under consideration
• Submissions should include details of how the bank is responding to succession-related dynamics and global regulatory developments
• Case studies that are representative of the bank’s core strengths and points of differentiation in wealth planning are encouraged.

A submission sheet is not required for this category. Participants are encouraged to submit supporting documents of their choosing instead.