China Wealth Awards 2025 中国财富奖 Categories

The
categories
奖项类别

 

Private Bank Awards 私人银行奖

Best Private Bank – National – Domestic Market (最佳私人银行 — 国有银行组 — 中国内地市场)

These awards recognise the private banking service of a bank with onshore China operations (State-Owned) 这类奖项旨在表彰提供私人银行服务的从事在岸中国业务的银行(国有银行)

Winner

Best Private Bank – National – Domestic Market | 最佳私人银行 — 国有银行组 — 中国内地市场
2025

Best Private Bank – Joint-Stock – Domestic Market (最佳私人银行 — 股份制银行组 — 中国内地市场)

These awards recognise the private banking service of a bank with onshore China operations (Joint-Stock)

这类奖项旨在表彰提供私人银行服务的从事在岸中国业务的银行(股份制银行)

Winner

Best Private Bank – Joint-Stock – Domestic Market | 最佳私人银行 — 股份制银行组 — 中国内地市场
2025

Best Private Bank – City-Based Commercial Bank – Domestic Market (最佳私人银行 — 城市商业银行组 — 中国内地市场)

These awards recognise the private banking service of a bank with onshore China operations (City-based Commercial Bank)

这类奖项旨在表彰提供私人银行服务的从事在岸中国业务的银行(城市商业银行)

Winner

Best Private Bank – City-Based Commercial Bank – Domestic Market | 最佳私人银行 — 城市商业银行组 — 中国内地市场
2025

Best Private Bank – UHNW – Domestic Market (最佳私人银行 — 超高净值客户 — 中国内地市场)

These awards recognise best-in-class private banking services of a bank with onshore China operations (State-Owned, Joint-Stock, City-based Commercial, or Foreign Bank) that provides best-in-class wealth management services to U/HNW individuals in China’s onshore market.

该奖项旨在表彰提供一流私人银行服务的从事在岸中国业务的银行(包括国有、股份制,城市商业银行, 外资银行),且参选银行为中国在岸超高净值客户提供一流财富管理服务。

Winner

Best Private Bank – UHNW – Domestic Market | 最佳私人银行 — 超高净值客户 — 中国内地市场
2025

Best Private Bank – HNW – Domestic Market (最佳私人银行 — 高净值客户 — 中国内地市场)

These awards recognise best-in-class private banking services of a bank with onshore China operations (State-Owned, Joint-Stock, City-based Commercial, or Foreign Bank) that provides best-in-class wealth management services to HNW individuals in China’s onshore market.

该奖项旨在表彰提供一流私人银行服务的从事在岸中国业务的银行(包括国有、股份制,城市商业银行,外资银行),且参选银行为中国在岸高净值客户提供一流财富管理服务。

Winner

Best Private Bank – HNW – Domestic Market | 最佳私人银行 — 高净值客户 — 中国内地市场
2025

Best Private Bank – Mass Affluent – Domestic Market (最佳私人银行 — 大众富裕财富客户 — 中国内地市场) New

These awards recognise best-in-class private banking services of a bank with onshore China operations (State-Owned, Joint-Stock, City-based Commercial, or Foreign Bank) that provides best-in-class wealth management services to mass affluent individuals in China’s onshore market.

该奖项旨在表彰提供一流私人银行服务的从事在岸中国业务的银行(包括国有、股份制,城市商业银行,外资银行),且参选银行为中国在岸大众富裕财富客户提供一流财富管理服务。

Best Private Bank – Investment & Research – Domestic Market (最佳私人银行 — 投研顾问 — 中国内地市场)

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。

Winner

Best Private Bank – Investment & Research – Domestic Market | 最佳私人银行 — 投研顾问 — 中国内地市场
2025

Best Private Bank – Asset Allocation – Domestic Market (最佳私人银行 — 资产配置 — 中国内地市场)

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在岸中国业务的银行(国有,股份制,城市商业银行,外资银行),参选银行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。

Winner

Best Private Bank – Asset Allocation – Domestic Market | 最佳私人银行 — 资产配置 — 中国内地市场
2025

Best Private Bank – Alternative Investments – Domestic Market (最佳私人银行 — 另类投资 — 中国内地市场)

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) that has demonstrated excellence in advising clients and delivered the most competitive offering in private markets.

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),且参选银行在为客户提供建议另类投资方面表现出色,提供了非公开市场中最有竞争力的产品。

Winner

Best Private Bank – Alternative Investments – Domestic Market | 最佳私人银行 — 另类投资 — 中国内地市场
2025

Best Private Bank – Sustainable Investments – Domestic Market (最佳私人银行 — 可持续投资 — 中国内地市场)

This award recognises the best-in-class private bank with operations in onshore China (State-Owned, Joint-Stock , City-based Commercial, or Foreign Bank) leading the way in developing a sustainable investment agenda.

该奖项旨在表彰从事在岸中国业务, 且引领可持续投资议程设置的银行(国有, 股份制,城市商业银行,外资银行)

Best Private Bank – Family Offices (最佳私人银行 — 家族办公室)

This award recognises a private bank 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.

该奖项旨在表彰从事在岸中国业务,为家族办公室客户提供投资与非投资类杰出服务的银行。参选银行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。

Winner

Best Private Bank – Family Offices | 最佳私人银行 — 家族办公室
2025

Best Private Bank – Wealth Planning (最佳私人银行 — 财富传承与规划)

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.

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银行。

Winner

Best Private Bank – Wealth Planning | 最佳私人银行 — 财富传承与规划
2025

Best Private Bank – Philanthropy (最佳私人银行 — 慈善事业)

This award recognises a private bank 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.

该奖项旨在表彰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银行。参选银行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。

Winner

Best Private Bank – Philanthropy | 最佳私人银行 — 慈善事业
2025

Best Private Bank – Digital Innovation (最佳私人银行 — 数字化创新)

This award recognises the best-in-class private bank with an onshore China operation that is embracing the digital wave, its impact on the private banking/wealth management industry, and the opportunities afforded by emergent technologies.

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,且参选银行拥抱数字化浪潮,适应其对私人银行产业的影响,抓住新兴技术带来的机遇。

Winner

Best Private Bank – Digital Innovation | 最佳私人银行 — 数字化创新
2025

Best Joint Venture Wealth Management Company

Best Private Bank – Client Experience & Lifestyle (最佳私人银行 — 专属客户体验)

This award recognises a private bank 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).

该奖项旨在表彰在在岸中国的不同市场为该行不同分层的客户提供超一流水平的专属客户体验的私人银行。参选银行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。

Winner

Best Private Bank – Client Experience & Lifestyle | 最佳私人银行 — 专属客户体验
2025

Best Private Bank – Entrepreneurs (最佳私人银行 — 企业家客户)

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 private banks 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.

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银行。参选银行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。

Winner

Best Private Bank – Entrepreneurs | 最佳私人银行 — 企业家客户
2025

Best Private Bank – Next Generation (最佳私人银行 — 下一代客户)

This award recognises a private bank that understands the importance of engaging and preparing the next generation of clients and how this segment will influence its business offering. It is open to private banks operating onshore in China that offer dedicated services to next generation clients, including but not limited to: investments, wealth planning & education, and credit and financing.

该奖项旨在表彰从事在岸中国业务,致力于为其客户的下一代提供投资,财富规划与教育等高水平服务的银行。参选银行应深悟与客户下一代建立联系并为其财富传承提供全面的准备服务的重要性。此外,参选银行还需把握下一代传承服务对银行整体业务的影响。

Winner

Best Private Bank – Next Generation | 最佳私人银行 — 下一代客户
2025

Wealth Manager Awards 财富管理机构奖

Best Wealth Manager – Third Party – Domestic Market (最佳财富管理机构 — 第三方机构 — 中国内地市场)

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

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该类别。

Winner

Best Wealth Manager – Third Party – Domestic Market | 最佳财富管理机构 — 第三方机构 — 中国内地市场
2025

Best Wealth Manager – Securities House – Domestic Market (最佳财富管理机构 — 券商类 — 中国内地市场)

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

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。

Winner

Best Wealth Manager – Securities House – Domestic Market | 最佳财富管理机构 — 券商类 — 中国内地市场
2025

Best Joint Venture Wealth Management Company (最佳中外合资理财公司) New

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.

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。

Winner

Best Joint Venture Wealth Management Company | 最佳中外合资理财公司
2025

Best Wealth Manager – UHNW – Domestic Market (最佳财富管理机构 — 超高净值客户 — 中国内地市场)

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 in onshore China.

该奖项旨在表彰为中国在岸超高净值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。

Winner

Best Wealth Manager – UHNW – Domestic Market | 最佳财富管理机构 — 超高净值客户 — 中国内地市场
2025

Best Wealth Manager – HNW – Domestic Market (最佳财富管理机构 — 高净值客户 — 中国内地市场)

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

该奖项旨在表彰为中国在岸高净值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。

Winner

Best Wealth Manager – HNW – Domestic Market | 最佳财富管理机构 — 高净值客户 — 中国内地市场
2025

Best Wealth Manager – Mass Affluent – Domestic Market (最佳财富管理机构 — 大众富裕财富客群 — 中国内地市场)

These awards recognise the onshore China-headquartered wealth manager that has excelled in its pursuit of providing best-in-class wealth management services to mass affluent clients in onshore China.

该奖项旨在表彰为中国在岸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。

Best Wealth Manager – Investment & Research – Domestic Market (最佳财富管理机构 — 投研顾问 — 中国内地市场)

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.

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。

Winner

Best Wealth Manager – Investment & Research – Domestic Market | 最佳财富管理机构 — 投研顾问 — 中国内地市场
2025

Best Wealth Manager – Asset Allocation – Domestic Market (最佳财富管理机构 — 资产配置 — 中国内地市场)

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.

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。

Winner

Best Wealth Manager – Asset Allocation – Domestic Market | 最佳财富管理机构 — 资产配置 — 中国内地市场
2025

Best Wealth Manager – Entrepreneurs (最佳私人银行 — 企业家客户 )

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.

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。

Winner

Best Wealth Manager – Entrepreneurs | 最佳财富管理机构 — 企业家客户
2025

Best Wealth Manager – Family Offices (最佳财富管理机构 — 家族办公室 )

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.

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。

Winner

Best Wealth Manager – Family Offices | 最佳财富管理机构 — 家族办公室
2025

Best Wealth Manager – Wealth Planning (最佳财富管理机构 — 财富传承与规划)

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.

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。

Winner

Best Wealth Manager – Wealth Planning | 最佳财富管理机构 — 财富传承与规划
2025

Best Wealth Manager – Philanthropy (最佳财富管理机构 — 慈善事业)

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.

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

Winner

Best Wealth Manager – Philanthropy | 最佳财富管理机构 — 慈善事业
2025

Best Wealth Manager – Digital Innovation (最佳财富管理机构 — 数字化创新)

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.

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。

Winner

Best Wealth Manager – Digital Innovation | 最佳财富管理机构 — 数字化创新
2025

Best Wealth Manager – Client Experience & Lifestyle (最佳财富管理机构 — 专属客户体验)

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。

Winner

Best Wealth Manager – Client Experience & Lifestyle | 最佳财富管理机构 — 专属客户体验
2025

Best Wealth Manager – Alternative Investments – Domestic Market (最佳私人银行 — 另类投资 — 中国内地市场)

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.

该奖项旨在表彰提供一流财富管理服务的总部位于中国的财富管理机构,且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。

Individual Categories 个人奖

Private Banker of the Year (年度最佳私人银行家)

The coveted Private Banker of the Year title is awarded to an individual who has made an outstanding contribution to his or her private banking institution and to the industry as a whole for the year under consideration.

年度最佳私人银行家无疑是业内极富有吸引力的称号,授予在评估年度中对其所属的私人银行机构和整个行业做出杰出贡献的个人。

Winner

Private Banker of the Year | 年度最佳私人银行家 | **Sara Chan 陈妙英**

Private Banker of the Year | 年度最佳私人银行家 | **Sara Chan 陈妙英**
2025

Wealth Leader of the Year (年度最佳财富领袖)

The esteemed Wealth Leader of the Year title is awarded to an individual who has made an outstanding contribution to his or her wealth management institution and to the industry as a whole for the year under consideration. Our Wealth Leader of the Year can either work for an independent wealth manager, MFOs, EAMs or a wealth manager that is part of a broader securities house.

年度最佳财富领袖无疑是业内极富有吸引力的称号,授予在评估年度中对其所属的财富管理机构和整个行业做出杰出贡献的个人。这一奖项的被提名者可以来自独立财富管理机构、联合家族办公室、外部资产管理机构(EAMs),或隶属于综合性证券公司的财富管理部门。

我们欢迎业内人士提供意见和提名,最终获奖者将由评审委员会自行商议决定。

Winner

Wealth Leader of the Year | 年度最佳财富领袖 | **Owen Wu 吴显鏖**

Wealth Leader of the Year | 年度最佳财富领袖 | **Owen Wu 吴显鏖**
2025

Economist of the Year (年度最佳经济学家)

The prestigious Economist of the Year title is awarded to an individual who has made an outstanding contribution to his or her institution and to the industry as a whole for the year under consideration, especially in the economic research and/or investment strategy field.

年度最佳经济学家无疑是业内极富有吸引力的称号,授予在评估年度中对其所属的机构和整个行业(尤其是在经济研究领域)做出杰出贡献的个人。

Winner

Economist of the Year | 年度最佳经济学家 | **Hong Hao 洪灏**

Economist of the Year | 年度最佳经济学家 | **Hong Hao 洪灏**
2025

CIO of the year (年度最佳首席投资官)

The prestigious CIO of the Year title is awarded to an individual who has made an outstanding contribution to his or her institution and to the industry as a whole for the year under consideration, especially in the investment strategy field.

年度最佳首席投资官无疑是业内极富有吸引力的称号,授予在评估年度中对其所属的机构和整个行业(尤其是在投资策略领域)做出杰出贡献的个人。

Winner

CIO of the Year | 年度最佳首席投资官 | **Desmond Kuang 匡正**

CIO of the Year | 年度最佳首席投资官 | **Desmond Kuang 匡正**
2025


Contact Us
All awards related enquires to
[email protected] | Carrie Law, @law_kawing (WeChat)