ABOUT THE AWARDS

The Global Private Banking Innovation Awards, organised by Global Private Banker exist to identify, honour and celebrate the world’s pre-eminent private banks, family offices and wealth managers that demonstrate elite levels of advisory, unbiased research and bespoke solutions and their distinguished individuals’ contribution to client service and strategic wealth preservation and growth capabilities.

These Awards are accolades of excellence and distinction, attributed to outstanding players and providing unbiased and objective benchmarks for the global industry. The Global Private Banking Innovation Awards 2024 are the world’s most authoritative and transparently judged private wealth awards recognising the most innovative products and services, cutting-edge technological and digital capabilities, scalable customisations and rapid integration of ESG considerations across the global private banking landscape.

WHY NOMINATE?

The state of the private wealth banking industry is at an inflection point as the traditional customer engagement models with private banking clients has been transformed and new technologies and platforms are now augmenting the conventional human centred approach. Likewise, innovation in real-time visibility of multi-asset/multi-sector portfolios performance alongside scenario planning and market simulation has all contributed towards enriching the client-advisor relationship.

Key private banking players remain focused on value creation for their clients through embedded analytics enhancing client services extending from estate planning and next-gen services to capital preservation solutions. Moreover, with tight margins and demands for greater pricing transparency, private banking players having become more strategic in construction of their product portfolio, solution sets and advisory capabilities.

Now, more than ever, it is imperative that private banking institutions deliver exceptional clients experiences to the ever-growing HNWI/UHNWI segment through innovative business models and services to maintain market positioning and defend their brand credibility.

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JUDGES PAST & PRESENT

METHODOLOGY

Shortlisted nominees are selected on the qualitative and quantitative depth of their nominations.

The Global Private Banker research team will shortlist four institutions or individuals per category, which will then be put to our impartial panel of expert judges who will undertake a rigorous audit type process to carefully select the winners.

We use a proprietary, numerical & qualitative scoring methodology which is applied to all submissions and augmented by assessment in: Innovation, Client Experience, Financial & Business Performance and Strategy keeping the focus on key business outcomes during the period under review.

We uphold the highest adherence to confidentiality and personal data. As such, all responses will be treated as strictly confidential. No data shall be shared beyond the assessment of The Global Private Banker’s judging panel, unless permission has been granted.

PAST WINNERS



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    FAQS

    Do I Have to Submit a Nomination?

    All awards participants are required to submit nominations through Global Private Banker’s online submission portal. The portal is where you will find the questions that need to be answered in order to be considered in the current year’s program. Institutions will be unable to participate in our awards programs without a fully complete submission(s)

    Can One Project/Initiative Be Considered for Multiple Awards?

    You may nominate one project or initiative across numerous awards. Please note however, these submissions are likely to compete with one and other. You must submit separate entries for each award.

    Are There Any Costs Involved in Making A Submission?

    There are no costs involved in making a submission.

    May I Submit More Than One Nomination?

    Global Private Banker does not place a limit on the number of awards you can nominate for.

    If I cannot Access The Judging Portal, May I submit My Entries Via Email?

    If your institution has firewall restrictions and you are unable to submit entries via our portal, you may request for the PDF questionnaire. Email us at enq@globalprivatebanker.net.

    The Global Private Banking Innovation Awards 2024 program is open to all participants within the private banking space. We invite nominations from private banks, family offices, asset managers, specialist & boutique firms and independent wealth managers.

    If you identify your organisation and/or professionals as industry leaders that are pushing boundaries and pioneering unsurpassed innovation in the private wealth landscape – we welcome you to send in your nominations. The submission deadline for all entries is 18:00 GMT, 27 March 2024.

    Krzysztof Bratos

    Managing Director – Head of Investment Division Private Banking, Wealth Management Brokerage House and Retail Investments
    mBank S.A.

    Indonesia, Jakarta

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    The world’s preeminent Private Banks and Wealth Managers are demonstrating a committed drive in innovation, advisory, new products and services to meet the sophisticated needs of their clients.

    COVID-19
    Amid economic activity revival on the back of the Covid-19 vaccine program, organisations moving from business continuity plans to stable working environments, together with the slightest improvement in unemployment numbers, forced the world to adjust to new realities. Coming to terms with the “new normal”, global investors are now on the look-out for attractive and stable investment opportunities.

    Needs of Private Wealth customers and families worldwide have drastically changed due to the pandemic and banks have had to accelerate efforts to deploy a multi-channel service strategy and safeguard clients’ businesses and wealth against negative impacts of economic uncertainly.

    The Global Private Banking Innovation Awards will recognise the world’s best private banks, wealth managers and asset managers that are championing innovation across advisory, service, products, customer experience and more.

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        Izaskun Azaldegui

        Head of Wealth Management in San Sebastián
        CA Indosuez Wealth Management

        I´m Izaskun Azaldegui Alba, a seasoned professional with extensive experience in banking and wealth management.  With over two decades of experience I´ve taken on various managerial roles, demonstrating my leadership abilities and expertise in private banking.  From leading teams effectively to achieving top positions within major national and international financial institutions, my career journey reflects my commitment to excellence and continuous growth in dynamic environments.

        My educational background is comprehensive, including a Master´s degree in Business Administration by Deusto University, certifications, and specialized programs in finance, coaching and management.  Notably, I´ve completed the Executive Program for Women in Senior Management and obtained a Professional Coach Certification, enhancing my leadership and mentoring capabilities.

        My proficiency in multiple languages, including English, French, Basque and a little German has been instrumental in navigating diverse professional environments and building strong relationships with clients and colleagues worldwide.  Moreover, my international experience, particularly in France and the USA, has broadened my perspective and enriched my cultural understanding.

        Edmund Shing, PhD

        Global Chief Investment Officer
        BNP Paribas Wealth Management

        Edmund has over 29 years of experience in financial markets in a wide variety of positions, ranging from proprietary trading to portfolio manager in a number of financial institutions in London and Paris.  He previously held the role of Global Head of Equity and Derivative Strategy at BNP Paribas in London from 2015 to 2020, and has been Chief Investment Officer at BNP Paribas Wealth Management since November 2020.

        Edmund is responsible for piloting our investment strategy and will continues to rollout out recommendations and themes with actionable advice that brings our expertise to our clients and support to our client-facing teams.  In this time of change, his expertise in following and anticipating markets is a true value added for both our customers and those at Wealth Management who serve them.

        Edmund has a PhD in Cognitive and Computing Science from the University of Birmingham in the United Kingdom, and has done advanced studies in Knowledge-Based Systems and in Experimental Psychology.  He is an EFFAS-certified financial analyst. He has also authored the book “The Idle Investor” published by Harriman House in 2015, proposing 3 simple investment strategies that take only a few minutes to execute per month.

        Aurélie Maillard

        Head of Private Markets
        Société Générale Private Banking Europe

        Aurélie Maillard started her career in 2014 at Banque Privée 1818 (now Natixis Wealth Management) as a banker in charge of business development for the wealth management offering of the regional Caisses d’Epargne. She then joined Flexstone Partners (a subsidiary of Natixis IM) in 2017, first in Paris and then in Geneva, as Vice President in the Investor Relations and Business Development team.

        Aurélie Maillard joined Societe Generale in Geneva in July 2022 as Head of Private Markets for Societe Generale Private Banking Europe.

        After obtaining a Bachelor’s degree in Law from Sheffield Hallam University in the UK, Aurélie Maillard continued her legal studies in France with a Master’s degree in Business Law from UPEC and a Master’s degree in Wealth Law, Notary Track, from the University Jean Moulin Lyon 3. She is also a graduate of the Grande École programme (Master of Science in Management) of EM Lyon Business School.

        Tara Palmer

        Chief Operating Officer            
        SG Kleinwort Hambros

        Andrew Yen

        Founder
        Panhe Family Office

        Ph. D. in Chinese finance, Master of Financial Engineering, CFP Holder in Taiwan and China, formerly with UBS and UBSS, he has served as an independent director of Shandong International Trust Co., Ltd.(1697.HK), an expert lecturer in the senior management class of the Tsinghua University School of Law China Trust Industry Association, and a Special Lecturer in the CPB Certification Course for internationally certified private bankers. Dr Yen has 25 years of practical experience in the family office (Chinese mainland, the US, Singapore, Hong Kong, Taiwan, Vietnam, Thailand, Malaysia, etc.) , have a deep understanding of the practical problems and obstacles faced by entrepreneurs in Greater China. Dr Yen has also been invited to teach and share on topics related to heritage at China Europe International Business School, Taiwan University, Peking University and Zhejiang University universities.

        Dr. Yen founded the Panhe Family Office in 2013,focuses on family wealth preservation and nheritance, and ticks to the strategy of “buyer” positioning. With taking “Defend, Attack and nheritance” as the main line, he first nitiated “top ten service modules” of family office industry. incubating family SFO methodology and assisting business families to carry out succession project and construct family governance system. Over the years, Dr. Yen has served nearly 300 families in Greater China by combining theory with action. The Panhe Family Office entered into a strategic partnership with the Rockefeller family office in 2018.

        Kaie-Liis Asu

        Head of Private Banking
        LHV Pank

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