China Wealth Awards 2023 中国财富大奖 Categories

The
categories
奖项类别

 

Private Bank Awards 私人银行类

Best Private Bank — National 最佳私人银行 — 国有银行组

Award Summary

This award recognises the private banking service of a bank with an onshore China operation that is state-owned.

Winners

2022

2021

2020

2019

2018

Best Private Bank — Joint-Stock 最佳私人银行 — 股份制银行组

Award Summary

This award recognises the private banking service of a bank with an onshore China operation that is joint-stock.

Winners

2022

2021

2020

2019

2018

Best Private Bank — City/Rural Commercial 最佳私人银行 — 城市/农村商业银行组

Award Summary

This award recognises the private banking service of a bank with an onshore China operation that are city/rural commercial banks.

Winners

2022

2021

2020

2019

2018

Best Private Bank — GBA 最佳私人银行 — 大湾区

Award Summary

This award recognises the private banking service of a bank with an onshore China operation that is focused on the Greater Bay Area.

Winner

2022

Best Private Bank — UHNW 最佳私人银行 — 超高净值客户

Award Summary

This award recognises the best-in-class private banking service of a bank with an onshore China operation (state-owned, joint-stock or city/rural commercial) that provides best-in-class wealth management services to UHNW individuals in onshore China.

Winners

2022

2021

Best Private Bank — HNW 最佳私人银行 — 高净值客户

Award Summary

This award recognises the best-in-class private banking service of a bank with an onshore China operation (state-owned, joint-stock or city/rural commercial) that provides best-in-class wealth management services to HNW individuals in onshore China.

Winners

2022

2021

Best Private Bank — Entrepreneurs 最佳私人银行 — 企业家客户 New

Award Summary

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.

Best Private Bank — Next Generation 最佳私人银行 — 下一代客户 New

Award Summary

This award recognises a private bank that understands the importance of engaging and preparing the ‘next generation’ (next-gen) of clients and how this segment will influence its business offering.

Best Private Bank — International Services 最佳私人银行 — 国际服务

Award Summary

This award recognises the private banking service of a bank with an onshore China operation (state- owned, joint-stock or city/rural commercial) that focuses on U/HNW clients with offshore requirements.

Winnes

2022

2020

Best Private Bank — Investment and Research 最佳私人银行 — 投研顾问

Award Summary

This award recognises the best-in-class private banking service of a bank with an onshore China operation (state-owned, joint-stock or city/rural commercial) that places asset allocation and investment advisory at the heart of its value proposition to clients.

Winners

2022

2019

2018

Best Private Bank — Asset Allocation 最佳私人银行 — 资产配置 New

Award Summary

This award recognises the best-in-class private banking service of a bank with an onshore China operation (state-owned, joint-stock or city/rural commercial) whose asset allocation, including discretionary portfolio management (DPM), managed solutions and mandate-focused business, has outperformed its peers.

Best Private Bank — Alternative Investments 最佳私人银行 — 另类投资

Award Summary

This award recognises the best-in-class private banking service of a bank with an onshore China operation (state-owned, joint-stock or city/rural commercial) that has demonstrated excellence in advising clients and delivered the most competitive offering in private markets.

Winner

2022

Best Private Bank — Sustainable Investment 最佳私人银行 — 可持续投资 New

Award Summary

This award recognises the best-in-class private bank with an onshore China operation (state-owned, joint-stock or city/rural commercial) leading the way in developing a sustainable investment agenda.

Best Private Bank — Family Office 最佳私人银行 — 家族办公室

Award Summary

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.

Winners

2022

2021

2020

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

Award Summary

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.

Best Private Bank — Philanthropy 最佳私人银行 — 慈善事业 New

Award Summary

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.

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

Award Summary

This award recognises the best-in-class private banking service of a bank with an onshore China operation (state-owned, joint-stock or city/rural commercial) that is embracing the digital wave, its impact on the private banking/wealth management industry, and the opportunities afforded by emergent technologies.

Winners

2022

2021

2020

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

Award Summary

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 in the region.

Wealth Manager Awards 财富管理机构类

Best Wealth Manager 最佳财富管理机构

Award Summary

This award recognises a wealth manager that is China all areas.

Winners

2022

2021

2020

2019

2018

Best Wealth Manager — GBA 最佳财富管理机构 — 大湾区

Award Summary

This award recognises a wealth manager that is focused on the Greater Bay Area.

Winner

2022

Best Wealth Manager — UHNW 最佳财富管理机构 — 超高净值客户

Award Summary

This award recognises the best-in-class China-headquartered wealth manager that has excelled in its pursuit of providing best-in-class wealth management services to ultra high net worth individuals in onshore China.

Winners

2022

2021

Best Wealth Manager — HNW 最佳财富管理机构 — 高净值客户

Award Summary

This award recognises the best-in-class China-headquartered wealth manager that has excelled in its pursuit of providing best-in-class wealth management services to high net worth individuals in onshore China.

Winner

2021

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

Award Summary

This award recognises a wealth manager that understands the importance of engaging entrepreneur clients and tailoring solutions and services for this emerging and critical client segment.

Best Wealth Manager — Next Generation 最佳财富管理机构 — 下一代客户 New

Award Summary

This award recognises a wealth manager that understands the importance of engaging and preparing the ‘next generation’ (next-gen) of clients and how this segment will influence its business offering.

Best Wealth Manager — International Services 最佳财富管理机构 — 国际服务

Award Summary

This award recognises the China-headquartered wealth manager that focuses on U/HNW clients with offshore requirements.

Winners

2022

2021

2020

Best Wealth Manager — Investment and Research 最佳财富管理机构 — 投研顾问

Award Summary

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 and helping clients achieve their investment goals.

Winners

2021

2020

2018

Best Wealth Manager — Asset Allocation 最佳财富管理机构 — 投资组合管理 New

Award Summary

This award recognises the best-in-class wealth manager with an onshore China operation whose asset allocation services, including using discretionary portfolio management (DPM), managed solutions and mandate-focused business, have outperformed its peers.

Best Wealth Manager — Alternative Investments 最佳财富管理机构 — 另类投资

Award Summary

This award recognises the best-in-class wealth management service of a China-headquartered wealth manager that has demonstrated excellence in advising clients and delivered the most competitive offering in the Alternatives sector.

Winner

2022

2019

2018

Best Wealth Manager — Sustainable Investment 最佳财富管理机构 — 可持续投资 New

Award Summary

This award recognises the best-in-class wealth manager with an onshore China operation leading the way in developing a sustainable investment agenda.

Best Wealth Manager — Family Office 最佳财富管理机构 — 家族办公室

Award Summary

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.

Winners

2022

2021

2020

2019

2018

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

Award Summary

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.

Best Wealth Manager — Philanthropy 最佳财富管理机构 — 慈善事业 New

Award Summary

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.

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

Award Summary

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.

Winners

2022

2021

2020

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

Award Summary

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 in the region.

Individual Awards 个人奖类

Private Banker of the Year 年度最佳私人银行家

Award Summary

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 in onshore China and to the industry as a whole for the year under consideration.

Winners

Wang Xusong 王旭松
2022

Wang Yanrong 王晏蓉
2021

Wealth Leader of the Year 年度最佳财富领袖

Award Summary

The coveted Wealth Leader of the Year title is awarded to an individual who has made an outstanding contribution to his or her wealth management institution in onshore China and to the industry as a whole for the year under consideration, especially in connecting wealth management in Hong Kong and mainland China.

Winner

Wang Jingbo 汪静波
2022

Economist of the Year 年度最佳经济学家

Award Summary

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

Winner

Hong Hao 洪灝
2022


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