These awards recognise best-in-class wealth managers whose main focus is serving the needs of wealthy clients in the onshore China market.

For independent wealth managers, external asset managers or multi-family offices please submit your awards submission under category 1. If your organisation is part of a securities house, please submit your awards submission under category 2.

The winning submissions for categories 1 and 2 will need to demonstrate for the year under consideration:

• A track record of exceeding the needs of clients across investments and services
• Business momentum and growth in line with strategic goals
• A commitment to industry best practices that reflect the responsibilities of the institution to clients

这类奖项旨在表彰专注于在中国内地市场提供顶尖财富管理服务的机构。

独立财富管理机构，外部资产管理或联合家族办公室 请申请第1类别，券商类请申请第2类别

最佳财富机构的申请机构应展现出在本评估年度中：

• 在投资与服务领域持续超越客户需求的良好记录
• 业务发展势头与战略目标保持同步
• 恪守行业最佳实践，体现机构对客户的责任承诺

These awards recognise best-in-class wealth managers whose main focus is serving the needs of wealthy clients in the onshore China market.

For independent wealth managers, external asset managers or multi-family offices please submit your awards submission under category 1. If your organisation is part of a securities house, please submit your awards submission under category 2.

The winning submissions for categories 1 and 2 will need to demonstrate for the year under consideration:

• A track record of exceeding the needs of clients across investments and services
• Business momentum and growth in line with strategic goals
• A commitment to industry best practices that reflect the responsibilities of the institution to clients

这类奖项旨在表彰专注于在中国内地市场提供顶尖财富管理服务的机构。

独立财富管理机构，外部资产管理或联合家族办公室 请申请第1类别，券商类请申请第2类别

最佳财富机构的申请机构应展现出在本评估年度中：

• 在投资与服务领域持续超越客户需求的良好记录
• 业务发展势头与战略目标保持同步
• 恪守行业最佳实践，体现机构对客户的责任承诺

This award recognises the best-in-class Sino-foreign joint venture wealth management company that provides best-in-class wealth management services to wealthy Chinese clients.

*A Sino-foreign joint venture wealth management company is an entity established through collaboration between a Chinese bank’s wealth management subsidiary and a foreign asset management company.

The winning submission will need to demonstrate for the year under consideration:

• A track record of exceeding the needs of its clients across investments and services
• Business momentum and growth in line with strategic goals
• A commitment to industry best practices that reflect the responsibilities of the institution to clients

这类奖项旨在表彰为客户提供一流财富管理服务的中外合资理财公司。

*中外合资理财公司是中国的银行理财子公司与外国资产管理公司合作成立的公司，旨在引入国际先进的投资理念、产品和风控体系

获奖机构应展现出在本评估年度中：

• 在投资及服务中超额完成客户的需求，并辅以优异业绩
• 与战略目标一致的业务发展方向
• 紧随行业标准，反映出该机构对客户的责任

These awards recognise the onshore China-headquartered wealth manager that has excelled in its pursuit of providing best-in-class wealth management services to (U/HNWIs, Mass Affluent) in onshore China.

The winning submission will need to demonstrate for the year under consideration:

• The organisation’s overall approach and, where appropriate, market-specific approaches to serving (U/HNWIs, Mass Affluent) clients in onshore China.
• How the wealth manager is addressing emerging needs, trends, and new competition in the (U/HNWIs, Mass Affluent)space. This could include but is not limited to: steps being taken to engage next-gen or millennial clients/prospects; digitalisation initiatives; and product-specific developments.
• Platform architecture, service segmentation, and the full scope of services targeted at (U/HNWIs, Mass Affluent) clients
• Case studies related to major achievements attained during the period under consideration
• RM headcount for the assessment period and notable achievements from the salesforce in developing the(U/HNWIs, Mass Affluent) business

Note: The Judging Panel leaves it to the submitting institution to determine its minimum investable asset threshold for UHNW clientele, but can provide guidance on request

该奖项旨在表彰为中国在岸超高净值/高净值/大众富裕财富客户提供一流财富管理服务的总部位于中国的一流财富管理机构。

获奖机构应展现出在本评估年度中：

• 推动组织整体走向的战略以及在适当情况下为中国在岸超高净值/高净值/大众富裕财富客户这一特定市场提供银行服务的独有方法。评审委员会希望在提交的材料中看到银行如何应对超高净值/高净值领域的新兴需求、趋势和全新的竞争。这可能包括以下内容：为吸引下一代或千禧世代客户/潜在客户而正在采取的措施；数字化举措；以及特定产品的发展。
• 针对超高净值/高净值/大众富裕财富客户客户的平台架构、服务细分以及整体服务范围
• 在评估年度中所取得主要成就的研究案例
• 本评估年度中的 客户经理和投资顾问人数以及销售人员在发展超高净值/高净值/大众富裕财富客户业务方面取得的突出业绩

注：超高净值/高净值的客户净值定义将由评审委员会商议后综合确定

These awards recognise the onshore China-headquartered wealth manager that has excelled in its pursuit of providing best-in-class wealth management services to (U/HNWIs, Mass Affluent) in onshore China.

The winning submission will need to demonstrate for the year under consideration:

• The organisation’s overall approach and, where appropriate, market-specific approaches to serving (U/HNWIs, Mass Affluent) clients in onshore China.
• How the wealth manager is addressing emerging needs, trends, and new competition in the (U/HNWIs, Mass Affluent)space. This could include but is not limited to: steps being taken to engage next-gen or millennial clients/prospects; digitalisation initiatives; and product-specific developments.
• Platform architecture, service segmentation, and the full scope of services targeted at (U/HNWIs, Mass Affluent) clients
• Case studies related to major achievements attained during the period under consideration
• RM headcount for the assessment period and notable achievements from the salesforce in developing the(U/HNWIs, Mass Affluent) business

Note: The Judging Panel leaves it to the submitting institution to determine its minimum investable asset threshold for UHNW clientele, but can provide guidance on request

该奖项旨在表彰为中国在岸超高净值/高净值/大众富裕财富客户提供一流财富管理服务的总部位于中国的一流财富管理机构。

获奖机构应展现出在本评估年度中：

• 推动组织整体走向的战略以及在适当情况下为中国在岸超高净值/高净值/大众富裕财富客户这一特定市场提供银行服务的独有方法。评审委员会希望在提交的材料中看到银行如何应对超高净值/高净值领域的新兴需求、趋势和全新的竞争。这可能包括以下内容：为吸引下一代或千禧世代客户/潜在客户而正在采取的措施；数字化举措；以及特定产品的发展。
• 针对超高净值/高净值/大众富裕财富客户客户的平台架构、服务细分以及整体服务范围
• 在评估年度中所取得主要成就的研究案例
• 本评估年度中的 客户经理和投资顾问人数以及销售人员在发展超高净值/高净值/大众富裕财富客户业务方面取得的突出业绩

注：超高净值/高净值的客户净值定义将由评审委员会商议后综合确定

This award recognises the best-in-class China-headquartered wealth manager that places systematic asset allocation and investment advisory at the heart of its value proposition to clients, and whose infrastructure and processes are geared towards providing client-specific asset allocation and investment advice backed by leading research – helping clients achieve their investment goals.

The winning submission will need to demonstrate for the year under consideration:

• A robust and disciplined asset allocation methodology and process
• Customisation capabilities based on clients’ unique objectives, and a structural approach to addressing clients’ objectives based according to wealth/life stages
• A track record of delivering risk-adjusted performance for the year under consideration via strategic and tactical asset allocation
• Delivery of value-added, research-led investment guidance to private clients
• A commitment to further developing and expanding research coverage and output

该奖项旨在表彰总部位于中国的一流财富管理机构，且参选机构将系统化的资产配置和投资顾问作为对客户价值主张的核心，其基础架构和流程旨在根据特定客户的需求提供有领先研究成果支持的资产配置和投资建议，帮助客户实现投资目标。

获奖机构应展现出在本评估年度中：

• 稳健且规范的资产配置方法和流程
• 基于客户特定投资目标的定制化能力，以及根据客户的财富/人生阶段实现其目标的投资方案
• 在本评估年度中，通过战略、战术性资产配置实现风险调整后的业绩目标
• 为私人客户提供以研究为导向的增值投资指导服务
• 致力于进一步发展和扩大研究范围和产出

This award recognises the best-in-class wealth managers 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.

The winning submission will need to demonstrate for the year under consideration:

• A track record of risk-adjusted performance for core mandates (medium-risk profile) on a one, three, and five-year rolling basis (as of November 2026)
• Generation of outperformance via strategic and tactical asset allocation across both core and satellite portfolios, and significant value-add to the bank’s clients via its investments, content and communications
• Business momentum in terms of penetration of discretionary solutions in client accounts
• A market-leading pre and post-sales service approach
• An asset allocation infrastructure process that is robust, disciplined and scalable
• Platform enhancements including the launch of innovative/differentiated mandates

该奖项旨在表彰提供行业最佳资产配置的总部位于中国的财富管理机构。参选机构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。

获奖机构应展现出在本评估年度中：

• 1、3 年和 5 年滚动周期内（截至 2026年11月），核心委托投资（中风险型）的风险调整后业绩记录
• 在核心卫星资产组合中应用战术性投资策略且取得优于同行的表现。此外，该机构通过投资，内容和沟通服务为客户带来附加价值
• 全权委托解决方案在客户账户内渗透露和未来业务发展方向
• 市场领先的售前和售后服务方案
• 稳健、规范且可扩展的投资组合及管理流程
• 平台升级，包括发布具备创新型/差异化的委托投资产品

This award recognises a private bank that understands the importance of engaging entrepreneur clients and tailoring solutions and services for this emerging and critical client segment. It is open to wealth managers operating in the onshore China market that offer dedicated services to entrepreneurs, including but not limited to: integrated personal, corporate and investment banking; access to institutional-level investment opportunities and products; cross-border services and offerings where appropriate.

The winning submission will need to demonstrate for the year under consideration:

• Articulate the private bank’s philosophy on entrepreneur engagement and offerings in onshore China, including enhancements made during the year under consideration
• Show how the private bank differentiates and rationalises the scale and scope of its offering for entrepreneurs
• Explain how the private bank evaluates the effectiveness of its offering for entrepreneurs
• Discuss how considerations about entrepreneurs are influencing the bank’s broader offering and strategy, including across investments, client services and digitisation, and content

该奖项旨在表彰从事在岸中国业务，致力于为企业家客户这一愈发重要的群体提供一流的定制化服务的财富管理公司。参选公司应为企业家客户提供包括但不限于整合的个人，企业及投资银行类服务，机构水平级投资机会与产品及跨境服务。

获奖机构应展现出在本评估年度中：

• 突出财富管理公司在在岸中国吸引及服务企业家客户时的核心理念，并体现出在本评估年度中银行所作出的改善。
• 体现财富管理公司如何对其企业家服务的规模与品类进行合理化的区别
• 展现财富管理公司如何对其所提供的企业家服务的质量进行有效评估
• 深入讨论财富管理公司的企业家服务如何综合影响该公司包括投资，客户服务，数字化及内容在内的其他服务及整体策略

This award recognises a wealth manager that has excelled in providing services to family office clients in onshore China across investment and non-investment needs. In addition to demonstrating a strong track record of delivering ideas and access to institutional offerings and bespoke solutions, submissions should emphasise how value is added in the form of content, access to experts and networks, and family-focused services.

The winning submission will need to demonstrate for the year under consideration:

• The strategy behind the organisation’s approach to providing services to family office clients in onshore China with an emphasis on competitive differentiation
• Detail the offering across investments and non-investment services in onshore China including key enhancements made during the year under consideration
• Show how the bank collaborates with internal and external partners to deliver solutions to family office clients
• Provide case studies on flagship deals and successes during the year under consideration that are representative of the bank’s core strengths, and other relevant points of differentiation

该奖项旨在表彰总部位于中国，为家族办公室客户提供包括投资与非投资类杰出服务的财富管理机构。参选机构除了在提交材料中体现其为客户提供机构投资水平的建议与渠道，定制化的解决方案，还需在材料中体现出其如果通过内容，专家渠道，社交网络等以家族为核心的服务来为客户创造价值。

获奖机构应展现出在本评估年度中：

• 重点突出机构为在岸中国为家族办公室客户提供服务的策略与方法的市场竞争力与差异性
• 全面详细地展示在投资与非投资领域中为客户提供的服务，体现出在本评估年度中机构对服务作出的完善
• 展示机构如何调运内部资源与联合外部合作伙伴为家族办公室客户提供服务
• 提供具有代表性的，能够体现该机构核心竞争力及差异化服务的在本评估年度中完成的成功案例

This award recognises a wealth manager 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.

The winning submission will need to demonstrate for the year under consideration:

• How wealth planning fits into the overall private banking business in the onshore China market, how performance is tracked, and demonstrate improvements to the quality and delivery of solutions during the year under consideration
• 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

该奖项旨在表彰为客户提供包括但不限于继承规划，家族治理，税务与遗产规划，信托及保险等服务在内的卓越财富传承与规划的总部位于中国的财富管理机构。*该奖项区别与最佳财富管理机构—-家族办公室，最佳财富管理机构—慈善事业

获奖机构应展现出在本评估年度中：

• 突出体现财富规划在该机构在岸中国的财富管理业务中的角色与作用，说明机构如何对财富规划服务的整体表现进行追踪。此外，还需体现出在本评估年度中，机构如何改进其财富规划的质量及相关解决方案的落实情况
• 详细解释该机构如何应对继承规划的多元性及全球相关监管政策的变化
• 提供具有代表性的，能够体现该机构核心竞争力及差异化服务的在本评估年度中完成的成功案例

This award recognises a wealth manager that has excelled in providing services to clients that fall under the scope of philanthropy, including but not limited to: capabilities in advising clients on the destination and sizing of donations; monitoring outcomes of donations; and other philanthropy-related services.

The winning submission will need to demonstrate for the year under consideration:

• How philanthropy fits into the private bank’s overall wealth planning offering in onshore China, in terms of strategy, client requirements and relevant personnel
• Include details of how the bank is working with third parties where appropriate to devise relevant philanthropic strategies for clients, how they are being executed, and how the results of such initiatives are measured
• Case studies that are representative of how the bank is helping clients to be more effective with their philanthropic engagements are encouraged

该奖项旨在表彰总部位于中国，为客户提供包括但不限于基金会成立/基金捐赠等相关慈善服务的财富管理机构。参选机构应能在提供捐赠规模与捐赠目标上为客户提供建议，且能够有效监控捐赠的产出效益。在对这一奖项的评选中，评委会强烈推荐参选者提供相关的案例

此外，获奖机构还应展现出在本评估年度中：

• 从策略，客户需求及相关人员配置等角度突出慈善服务在该机构在在岸中国的财富规划服务中所发挥的角色与作用
• 涵盖机构如何通过必要的第三方服务为客户制定相关的慈善策略。同时，机构应就策略的执行及如何评估执行效果进行相关阐述
• 评委会也鼓励机构提交能够展示其协助客户实现更高效的慈善事业参与度

This award recognises the best-in-class China-headquartered wealth manager that is embracing the digital wave, its impact on the wealth management industry, and the opportunities afforded by emergent technologies.

The winning submission will need to demonstrate for the year under consideration:

• The wealth manager’s approach towards digital innovation and the role new technologies will play in future, including case studies
• Demonstrate how digital innovation and research is embraced throughout the organisation
• Detail financial and resource commitments to digital innovation that impact the business and provide guidance on (expected) ROI
• For the year under consideration, detail those digital solutions that have been deployed, both for testing and for all intended users

该奖项旨在表彰总部位于中国的一流财富管理机构，且参选机构拥抱数字化浪潮，适应其对私人银行/财富管理产业的影响，抓住新兴技术带来的机遇。

获奖机构应展现出在本评估年度中：

• 银行针对数字化创新的方法和新技术在未来应扮演的角色，包括研究案例
• 表明数字化创新和研究如何在组织内不断渗透并形成机制，以及管理层在推动整个公司数字化创新方面所扮演的角色
• 详述针对影响业务的数字化创新所进行的财务和资源投入，就（预期）投资回报率提供指导意见
• 在本评估年度中，详述已经部署的数字化解决方案，包括测试和面向所有用户的版本

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).

The winning submission will need to demonstrate for the year under consideration:

• Enhancements made to client interaction and experience during the year under consideration, and where possible, demonstrate results
• Emphasis placed on offline and online aspects of client experience and how the relationship between the two is evolving
• Explain the role of value-added services, products, events, exclusive opportunities, and content in augmenting the client experience, and provide examples of innovations during the year under consideration

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。

此外，获奖机构还应展现出在本评估年度中：

• 机构如何通过对服务细节的增进来提升与客户的互动及客户体验。同时，评委会也鼓励机构在提交中展示出所取得的成果
• 侧重体现出线上，线下两个不同方面用户体验的改进并对二者之间如何协调互补进行阐述
• 解释增值服务， 产品， 活动，专属礼遇及内容在增强客户体验中的作用并提供评估年份内机构进行的创新

These awards recognise best-in-class wealth managers whose main focus is serving the needs of wealthy Chinese clients in the international markets.

For independent wealth managers, external asset managers or multi family offices, please submit your awards submission under category 1. If your organisation is part of a securities house, please submit your awards submission under category 2.

The winning submissions for categories 1 and 2 will need to demonstrate for the year under consideration:

• A track record of exceeding the needs of clients across investments and services
• Business momentum and growth in line with strategic goals
• A commitment to industry best practices that reflect the responsibilities of the institution to clients

这类奖项旨在表彰在国际市场专注于为中国客户提供服务的顶尖财富管理机构。

独立财富管理机构，外部资产管理人或多家族办公室 请申请第1类别，券商类请申请第2类别

最佳财富机构的申请机构应展现出在本评估年度中：

• 在投资与服务领域持续超越客户需求的良好记录
• 业务发展势头与战略目标保持同步
• 恪守行业最佳实践，体现机构对客户的责任承诺

These awards recognise best-in-class wealth managers whose main focus is serving the needs of wealthy Chinese clients in the international markets.

For independent wealth managers, external asset managers or multi family offices, please submit your awards submission under category 1. If your organisation is part of a securities house, please submit your awards submission under category 2.

The winning submissions for categories 1 and 2 will need to demonstrate for the year under consideration:

• A track record of exceeding the needs of clients across investments and services
• Business momentum and growth in line with strategic goals
• A commitment to industry best practices that reflect the responsibilities of the institution to clients

这类奖项旨在表彰在国际市场专注于为中国客户提供服务的顶尖财富管理机构。

独立财富管理机构，外部资产管理人或多家族办公室 请申请第1类别，券商类请申请第2类别

最佳财富机构的申请机构应展现出在本评估年度中：

• 在投资与服务领域持续超越客户需求的良好记录
• 业务发展势头与战略目标保持同步
• 恪守行业最佳实践，体现机构对客户的责任承诺

These awards recognise the wealth manager that has excelled in its pursuit of providing best-in-class wealth management services to Chinese U/HNWIs, Mass Affluent) in the international markets.

The winning submission will need to demonstrate for the year under consideration:

• The organisation’s overall approach and, where appropriate, market-specific approaches to serving Chinese (U/HNWIs, Mass Affluent) clients in the international markets.
• How the wealth manager is addressing emerging needs, trends, and new competition in the (U/HNWIs, Mass Affluent)space. This could include but is not limited to: steps being taken to engage next-gen or millennial clients/prospects; digitalisation initiatives; and product-specific developments.
• Platform architecture, service segmentation, and the full scope of services targeted at (U/HNWIs, Mass Affluent) clients
• Case studies related to major achievements attained during the period under consideration
• RM headcount for the assessment period and notable achievements from the salesforce in developing the(U/HNWIs, Mass Affluent) business

Note: The Judging Panel leaves it to the submitting institution to determine its minimum investable asset threshold for UHNW clientele, but can provide guidance on request

该奖项旨在表在国际市场为中国超高净值/高净值/大众富裕财富客户提供一流财富管理服务的财富管理机构。

获奖机构应展现出在本评估年度中：

• 推动组织整体走向的战略以及在国际市场为中国超高净值/高净值/大众富裕财富客户这一特定客群提供银行服务的独有方法。评审委员会希望在提交的材料中看到银行如何应对超高净值/高净值领域的新兴需求、趋势和全新的竞争。这可能包括以下内容：为吸引下一代或千禧世代客户/潜在客户而正在采取的措施；数字化举措；以及特定产品的发展。
• 针对超高净值/高净值/大众富裕财富客户客户的平台架构、服务细分以及整体服务范围
• 在评估年度中所取得主要成就的研究案例
• 本评估年度中的 客户经理和投资顾问人数以及销售人员在发展超高净值/高净值/大众富裕财富客户业务方面取得的突出业绩

注：超高净值/高净值的客户净值定义将由评审委员会商议后综合确定

These awards recognise the wealth manager that has excelled in its pursuit of providing best-in-class wealth management services to Chinese U/HNWIs, Mass Affluent) in the international markets.

The winning submission will need to demonstrate for the year under consideration:

• The organisation’s overall approach and, where appropriate, market-specific approaches to serving Chinese (U/HNWIs, Mass Affluent) clients in the international markets.
• How the wealth manager is addressing emerging needs, trends, and new competition in the (U/HNWIs, Mass Affluent)space. This could include but is not limited to: steps being taken to engage next-gen or millennial clients/prospects; digitalisation initiatives; and product-specific developments.
• Platform architecture, service segmentation, and the full scope of services targeted at (U/HNWIs, Mass Affluent) clients
• Case studies related to major achievements attained during the period under consideration
• RM headcount for the assessment period and notable achievements from the salesforce in developing the(U/HNWIs, Mass Affluent) business

Note: The Judging Panel leaves it to the submitting institution to determine its minimum investable asset threshold for UHNW clientele, but can provide guidance on request

该奖项旨在表在国际市场为中国超高净值/高净值/大众富裕财富客户提供一流财富管理服务的财富管理机构。

获奖机构应展现出在本评估年度中：

• 推动组织整体走向的战略以及在国际市场为中国超高净值/高净值/大众富裕财富客户这一特定客群提供银行服务的独有方法。评审委员会希望在提交的材料中看到银行如何应对超高净值/高净值领域的新兴需求、趋势和全新的竞争。这可能包括以下内容：为吸引下一代或千禧世代客户/潜在客户而正在采取的措施；数字化举措；以及特定产品的发展。
• 针对超高净值/高净值/大众富裕财富客户客户的平台架构、服务细分以及整体服务范围
• 在评估年度中所取得主要成就的研究案例
• 本评估年度中的 客户经理和投资顾问人数以及销售人员在发展超高净值/高净值/大众富裕财富客户业务方面取得的突出业绩

注：超高净值/高净值的客户净值定义将由评审委员会商议后综合确定

This award recognises the best-in-class China-headquartered wealth manager that places systematic asset allocation and investment advisory at the heart of its value proposition to clients, and whose infrastructure and processes are geared towards providing client-specific asset allocation and investment advice backed by leading research – helping clients achieve their investment goals.

The winning submission will need to demonstrate for the year under consideration:

• A robust and disciplined asset allocation methodology and process
• Customisation capabilities based on clients’ unique objectives, and a structural approach to addressing clients’ objectives based according to wealth/life stages
• A track record of delivering risk-adjusted performance for the year under consideration via strategic and tactical asset allocation
• Delivery of value-added, research-led investment guidance to private clients
• A commitment to further developing and expanding research coverage and output

该奖项旨在表彰在国际市场为中国客户提供一流财富管理服务的机构。 参选机构将系统化的资产配置和投资顾问作为对客户价值主张的核心，其基础架构和流程旨在根据特定客户的需求提供有领先研究成果支持的资产配置和投资建议，帮助客户实现投资目标。

获奖机构应展现出在本评估年度中：

• 稳健且规范的资产配置方法和流程
• 基于客户特定投资目标的定制化能力，以及根据客户的财富/人生阶段实现其目标的投资方案
• 在本评估年度中，通过战略、战术性资产配置实现风险调整后的业绩目标
• 为私人客户提供以研究为导向的增值投资指导服务
• 致力于进一步发展和扩大研究范围和产出

This award recognises the best-in-class wealth managers 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.

The winning submission will need to demonstrate for the year under consideration:

• A track record of risk-adjusted performance for core mandates (medium-risk profile) on a one, three, and five-year rolling basis (as of November 2026)
• Generation of outperformance via strategic and tactical asset allocation across both core and satellite portfolios, and significant value-add to the bank’s clients via its investments, content and communications
• Business momentum in terms of penetration of discretionary solutions in client accounts
• A market-leading pre and post-sales service approach
• An asset allocation infrastructure process that is robust, disciplined and scalable
• Platform enhancements including the launch of innovative/differentiated mandates

该奖项旨在表彰在国际市场为中国客户提供一流财富管理服务的机构。参选机构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。

获奖机构应展现出在本评估年度中：

• 1、3 年和 5 年滚动周期内（截至 2026年11月），核心委托投资（中风险型）的风险调整后业绩记录
• 在核心卫星资产组合中应用战术性投资策略且取得优于同行的表现。此外，该机构通过投资，内容和沟通服务为客户带来附加价值
• 全权委托解决方案在客户账户内渗透露和未来业务发展方向
• 市场领先的售前和售后服务方案
• 稳健、规范且可扩展的投资组合及管理流程
• 平台升级，包括发布具备创新型/差异化的委托投资产品

This award recognises a best-in-class service of a China-headquartered wealth manager that has demonstrated excellence in alternative investments, both in terms of advising clients and delivery of solutions.

The winning submission will need to demonstrate for the year under consideration:

• Investments in platform and architecture to facilitate the delivery of both in-house and third party alternative investment products
• Development of in-house portfolio managers and investment advisors to promote the full scope of alternative asset classes
• 1- and 3-year annualised returns net of fees for flagship alternative solutions against the relevant benchmark(s) as of the end of November 2026, with portfolio allocation breakdown and turnover during the assessment period
• Case studies of unique achievements during the assessment period

该奖项旨在表彰在国际市场为中国客户提供一流财富管理服务的机构。 参选机构在为客户提供建议方面表现出色，提供了另类投资行业中最有竞争力的产品。

获奖机构应展现出在本评估年度中：

• 服务另类资产类别的投资平台
• 提升投资组合经理和投资顾问的专业能力以提升资产类别
• 通过第三方服务提供商加强另类投资产品的数量和多样性
• 截至 2026年11月底，模型组合与投资基准相比的 1 年和 3 年扣除费用总回报，包括本评估年度内的投资组合分配明细和投资组合交易额
• 本评估年度内所取得独特成就的投资案例
• 在市场动荡时期为私人客户提供以研究为导向的增值指导服务

These awards recognise the best-in-class wealth manager that is focused on the Greater Bay Area.

The winning submission will need to demonstrate for the year under consideration:

• Its growth in client assets in the GBA
• Its strategy for targeting GBA clients
• Its offerings specific to GBA clients (such as those related to Wealth Management Connect and/or other relevant cross-border schemes)
• Its unique approach to GBA clients

Note: when considering a wealth manager’s GBA offering, this relates only to clients (and products and services targeted to those clients) that are based in the GBA region (comprising Hong Kong SAR, Macao SAR, and/or Guangdong Province).

这类奖项旨在表彰专注为大湾区客户群体提供财富管理服务的机构

大湾区的申请机构应展现出在本评估年度中：

• 大湾区客户资产增长
• 针对大湾区客户的战略
• 针对大湾区客户的产品（例如与大湾区理财通相关的产品）
• 针对大湾区客户的独特业务模式