A history of success过往获奖者
Recognising the stand-out performers amongst China’s wealth managers who have delivered best practice services within the burgeoning onshore wealth management sector.
2021
Winners
Individual Awards
Onshore Private Banker of the Year 年度最佳在岸私人银行家
Wang Yanrong 王晏蓉
Private Bank Awards
Best National Private Bank in China 中国最佳私人银行—国有银行组
Best Joint-stock Private Bank in China 中国最佳私人银行—股份制银行组
Best City Commercial Private Bank in China 中国最佳私人银行—城市商业银行组
Best Private Bank in China — UHNW 中国最佳私人银行—超高净值客户
Best Private Bank in China — HNW 中国最佳私人银行—高净值客户
Best Private Bank in China — Services for Business Entrepreneurs 中国最佳私人银行—企业家客户服务
Best Wealth Manager in China — International Services and Investments 中国最佳财富管理机构—国际服务与投资
Best Private Bank in China — Discretionary Portfolio Management 中国最佳私人银行—全权委托投资管理
Best Private Bank in China — Asset Allocation Services and Research 中国最佳私人银行—资产配置服务与研究
Best Private Bank in China — Family Office Services 中国最佳私人银行—家族办公室客户服务
Best Private Bank in China — Services for Next Gens 中国最佳私人银行—下一代客户服务
Best Private Bank in China — Digital Innovation 中国最佳私人银行—数字化创新
Wealth Manager Awards
Best Wealth Manager in China 中国最佳财富管理机构
Best Wealth Manager in China — U/HNW 中国最佳财富管理机构—超高净值/高净值客户
Best Wealth Manager in China — Services for Business Entrepreneurs 中国最佳财富管理机构—企业家客户服务
Best Wealth Manager in China — Services for Next Gens 中国最佳财富管理机构—下一代客户服务
Best Wealth Manager in China — Investment Advisory 中国最佳财富管理机构—投资顾问
Best Wealth Manager in China — Wealth Planning and Structuring 中国最佳财富管理机构—财富规划和安排
Best Wealth Manager in China — Sustainable Investments 中国最佳财富管理机构—可持续投资
Best Wealth Manager in China — Asset Allocation Services and Research 中国最佳财富管理机构—资产配置服务与研究
Best Wealth Manager in China — Family Offices Services 中国最佳财富管理机构—家族办公室客户服务
Best Wealth Manager in China — Digital Innovation 中国最佳财富管理机构—数字化创新
2020
Winners
Private Bank Awards
Best National Private Bank in China 中国最佳私人银行 – 国有银行组
Best Joint-stock Private Bank in China 中国最佳私人银行 – 股份制银行组
Best City Commercial Private Bank in China 中国最佳私人银行 – 城市商业银行组
Best Private Bank in China — International Services and Investments 中国最佳私人银行—国际服务与投资
Best Private Bank in China — Asset Allocation Services and Research 中国最佳私人银行—资产配置服务与研究
Best Private Bank in China — Investment Advisory 中国最佳私人银行—投资顾问
Best Private Bank in China — Discretionary Portfolio Management 中国最佳私人银行—全权委托投资管理
Best Private Bank in China — Services for Entrepreneurs 中国最佳私人银行—企业家客户服务
Best Private Bank in China — Services for Family Offices 中国最佳私人银行—家族办公室客户服务
Best Private Bank in China — Wealth Planning and Structuring 中国最佳私人银行—财富规划与建构
Best Private Bank in China — Digital Innovation 中国最佳私人银行—数字化创新
Wealth Manager Awards
Best Wealth Manager in China 中国最佳财富管理机构
Best Wealth Manager in China — International Services and Investments 中国最佳财富管理机构—国际服务与投资
Best Wealth Manager in China — Asset Allocation Services and Research 中国最佳财富管理机构—资产配置服务与研究
Best Wealth Manager in China — Investment Advisory 中国最佳财富管理机构—投资顾问
Best Wealth Manager in China — Services for Entrepreneurs 中国最佳财富管理机构—企业家客户服务
Best Wealth Manager in China — Services for Family Offices 中国最佳财富管理机构—家族办公室客户服务
Best Wealth Manager in China — Wealth Planning and Structuring 中国最佳财富管理机构—财富规划与建构
Best Wealth Manager in China — Digital Innovation 中国最佳财富管理机构—数字化创新
2019
Winners
Business Awards
Best National Private Bank in China 中国最佳私人银行 – 国有银行组
Best Joint-stock Private Bank in China 中国最佳私人银行 – 股份制银行组
Best City Commercial Private Bank in China 中国最佳私人银行 – 城市商业银行组
Best Independent Wealth Manager in China 中国最佳第三方财富管理机构
Best Wealth Manager in China – Securities Brokerage 中国最佳财富管理机构 – 劵商组
Best Digital Wealth Management Platform in China 中国最佳财富管理科技平台
Services Awards
Family Office Services 家族办公室客户服务
Entrepreneur Services 企业家客户服务
Client Education 客户教育服务
Value-added Services 增值服务
Investments Awards
2018
Winners
Private Bank Awards
中国最佳私人银行 – 国有银行组 Best National Private Bank in China
中国最佳私人银行 – 股份制银行组 Best Private Bank in China – Joint-stock Bank
中国最佳私人银行 – 城市商业银行组 Best Private Bank in China – City Commercial Bank
中国最佳私人银行 – 增值服务 Best Private Bank in China – Concierge Services
中国最佳私人银行 – 投资研究与咨询 Best Private Bank in China – Investment Research & Advisory
中国最佳私人银行 – 全权委托及独立投资管理 Best Private Bank in China – Discretionary and Segregated Portfolio Management
Wealth Manager Awards
中国最佳第三方理财机构Best Independent Wealth Manager in China
中国最佳财富管理机构 – 券商组 Best Wealth Manager in China – Securities Brokerage
中国最佳财富管理机构 – 超高资产净值客户服务 Best Wealth Manager in China – Ultra High Net Worth Services
中国最佳财富管理机构 – 家族办公室客户服务 Best Wealth Manager in China – Family Office Services
中国最佳财富管理科技平台 Best Digital Wealth Management Platform in China
中国最佳财富管理机构 – 企业培训及发展 Best Wealth Manager in China – Training & Development
中国最佳财富管理机构 – 企业家客户服务 Best Wealth Manager in China – Entrepreneur Services
中国最佳财富管理机构 – 客户教育服务 Best Wealth Manager in China – Client Education
中国最佳财富管理机构 – 投资研究与咨询 Best Wealth Manager in China – Investment Research & Advisory
中国最佳财富管理机构 – 全权委托及独立投资管理 Best Wealth Manager in China – Discretionary and Segregated Portfolio Management
中国最佳财富管理机构 – 另类投资组合咨询 Best Wealth Manager in China – Alternative Investment Advisory
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