Best Private Bank Investment Advisory
BNP Paribas Wealth Management
Best Private Bank – Investment Advisory
Shafali Sachdev
Head of investment advisory, Asia
BNP Paribas Wealth Management
We are very proud to win the award for Best Private Bank – Investment Advisory for the fourth consecutive year.
Investment advice is particularly crucial for clients in challenging environments, such as the one we faced in 2023. Thus, this award is especially meaningful for us.
Despite turbulent markets, we were able to guide our clients through asset allocation, building alpha, and tactical plays, while still remaining focused on risk management. With our expertise and depth across asset classes, we were able to help our clients navigate volatility and create value.
This award reflects the strength of our investment platform, our commitment to our clients, and the efforts of our advisory and product teams to deliver excellence.
What was behind the judges’ decision?
- My Advisory, a tool equipped with disciplined and robust asset allocation and increased personalised solutions, enables the bank to have stronger client digital engagement, which, ultimately, delivers a positive impact to both clients and bank earnings
- The bank’s clients can also enjoy live simulations of strategic asset allocations for global wealth by asset class and visualise associated expected risks and returns in real-time with its interactive tool
- In addition, DPM AUM and penetration growth both remained high. Focusing on client journey remained a key priority
What we said
“From FX, Lombard lending to private credit, BNP Paribas Wealth Management posted strong results from both AUM and transactional revenues across investments segments, despite a challenging year,” said Twinkle Sparta, associate editor, Asian Private Banker.
“The bank, together with a global research and investment team, believes in out-of-consensus asset allocation and making major calls for markets and asset classes, and has seen outperformance in strategic and tactical asset allocation. For instance, the investment advisory team took advantage of market volatility in the fixed income space and recommended locking in high levels of yields.
“The bank also launched a new global asset allocation advisory, which is a tailor-made advisory service targeting key and UHNW clients, and also added proprietary inhouse tools to assist new initiatives. Congratulations to BNP Paribas Wealth Management for winning the prestigious Best Private Bank – Investment Advisory award.”
Contact Us
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