Nominations are now being accepted for the 2011 PBI
Global Wealth Awards.
Considered to be the most prestigious
accolades in the wealth industry for excellence and best practice,
winners are due to be announced at a gala dinner this October.
Go deeper with GlobalData
Growing wealth in faster growing
markets has created huge opportunities for wealth managers at the
same time as increasing regulation and squeezed margins apply
pressure to business models across the wealth management
spectrum.
These tributes to the best-of-breed
players aim, above all, to be fair and objective benchmarks for the
global private banking and wealth management business as a
whole.
What’s the criteria to
win?
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By GlobalDataCrucially, they will identify the best
practice institutions – those that have done the most in the past
year to advance and strengthen wealth management as an
industry.
The criteria for the awards
include:
- The ability of institutions to
demonstrate a clear and unique strategy to position and grow their
business, regionally or globally; - Banks that have made the most
investment in people and systems to develop their business; - Banks showing the most
innovation in products/services; - Banks with demonstrably superior
client services; - Institutions that have strengthened
and extended the global reach of their brands.
Deadline set for
Monday 18 July
The nomination process for the awards
has now opened and closes on Monday 18 July 2011.
PBI’s worldwide readership of wealth professionals are
invited to submit nominations in the various categories.
To increase comparability this year,
we ask that all entries are made using our official nomination
forms. Entry forms can be downloaded from: 2011 PBI
Global Wealth Awards ; please email nominations to pbi.awards@vrlfinancialnews.com
.
From the nominations, three
institutions or individuals will be short-listed for each award.
The final selection will be made by PBI’s advisory board,
made up of independent specialists in wealth management.
Winners will be announced during the PBI Wealth Summit in
Singapore to be held 13-14 October.
The categories for 2011
are:
- Outstanding Global Private
Bank - Outstanding Private Bank –
Asia-Pacific - Outstanding Private Bank –
Europe - Outstanding Private Bank –
North America - Outstanding Private Bank –
Latin America - Outstanding Private Bank –
Middle East - Outstanding Private Bank for
UHNW clients - Outstanding Philanthropy
Offering - Outstanding Wealth Management
Service for the Affluent - Outstanding Wealth Manager –
Customer Relationship Skills - Outstanding Global Private
Investment Office/Family Office - Outstanding Private Bank Family
Office offering - Outstanding Offshore Private
Bank - Outstanding Global Private
Banker - Outstanding Private Banker –
Asia-Pacific - Outstanding Young Private
Banker (<40 years old) - Lifetime Services
Award
This year we have had a number of
suggestions covering external providers to the wealth planning
industry. Please nominate your preferred external provider and
provide a few short comments to support your nomination:
- Outstanding Private Banking Platform
- Outstanding Outsourcing Provider
- Outstanding Provider for Tax/Inheritance and
Estate Planning
The final list of award categories, based on feedback from the
PBI awards nomination process and guidance from senior
PBI leadership, will be confirmed by Friday 17 June.
Thank you for participating. Please
email nominations to:
pbi.awards@vrlfinancialnews.com
or fax to +44 (0)20 7563 5602.
For more information call +44 (0)20
7563 5673 or visit, 2011 PBI Global Wealth Awards
See also:
Wealth winners in Greater China
