Celebrating an institution that is extending its asset management services effectively and successfully to satisfy the needs of the ultra-high net worth clientele.

As we continue to prepare for the great wealth transfer, we are looking to celebrate those who are future-proofing their investment products and tailoring their offerings to a to ESG conscious investors and advocates

This company will be a true digital innovator, transforming private banking and the wealth management industry.

Celebrating a company that is making a real contribution to the efficiency and customer-centricity of the Swiss and Europe wealth industry through successful front-end digital offerings

The Client Experience of the Year Award recognises the most ground-breaking CX offerings from organisations, that constantly innovates to create the best possible experiences for their customers.

Celebrating a family office that goes above and beyond for its clients, including but not limited to forms of engagement, levels of return, and succession planning.

Celebrating the best among the private banks in the DACH region that are successfully serving domestic wealthy clients. Please expand on your specific business model and domestic client’s acquisition as well as retention strategy in the region. This can include other strengths that enable your institution to excel and stand out.

Celebrating the best among the private banks that are successfully serving international wealthy clients. Please expand on your specific business model and international client’s acquisition as well as retention strategy in the DACH region and other strengths that enable your institution to excel and stand out.

This award will celebrate and individual highly respected within the industry, delivering unmatched service to their clients and will serve as a great ambassador to the institution to which they belong

Celebrating an institution that is extending its product proposition effectively and successfully to satisfy the needs of the ultra-high net worth clientele.

Celebrating a private bank that has enhanced its digital platform offering successfully to empower its relationship managers as well as enable customer-centricity, client satisfaction, and increased overall efficiency

Celebrating a company that is making a real contribution to the efficiency and customer-centricity of the wealth industry through successful middle-end technology offerings

This award will go to an institution who are forward facing, guiding their clients as the trusted adviser through the greatest wealth transfer in history.