This award recognises a wealth manager that provides a superlative experience to its clients in onshore China. The award covers all client segments and markets in onshore China but should underscore how the institution is going above and beyond to provide unique experiences to U/HNWIs. These may include, but are not limited to, touchpoints (e.g. in-person wealth centres); client experiences (e.g. luxury events, educational consulting, healthcare solutions); and products (e.g. exclusive credit cards).

该奖项旨在表彰总部位于中国，为不同市场及不同分层的客户提供超一流水平的专属客户体验的财富管理机构。参选机构需要在提交材料中重点突出其如何超越同行，为高净值/超高净值客户提供独一无二的客户体验。这些服务包括但不限于诸如线下财富中心的服务触点，包含奢华活动，教育咨询，健康解决方案在内的服务。同时，也可以是独家信用卡这一类的产品。