The nomination deadline for the 2010 PBI Global Wealth
Awards has been extended to 31 July, but time is
running out. Considered to be the most prestigious accolades in the
wealth industry for excellence and best practice, winners are due
to be announced this October.
The awards are particularly
relevant this year as the wealth industry adapts to a new
investment climate fundamentally altered by the impact of the
global financial crisis.
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Larger banks have been battling to
stem the outflow of client managed assets, banking mergers and
acquisitions have continued meaning banks are reviewing what they
offer clients and how they manage relationships.
The flight to quality by concerned
clients means that medium-sized and even smaller institutions and
boutiques continue to make gains at the cost of their larger
rivals.
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.
The awards have been created to
identify industry leaders and those individuals and organisations
that are setting new standards.
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Best practice
practictioners
Crucially, 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.
This year we have launched a new
award, Outstanding Philanthropy Offering, designed to recognise the
increasing importance of philanthropic services to private wealth
clients.
The nomination process for
the awards is open and has been extended to 31 July.
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 our awards website or requested by emailing
PBI editor: nicholas.moody@vrlfinancialnews.com
Please email
completed nominations to pbi.awards@vrlfinancialnews.com
Awards
criteria
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, those that have made the most investment in people and
systems to develop their business; those showing most innovation in
products/services; those with demonstrably superior client services
and customer relationship management skills; and institutions that
have strengthened and extended the global reach of their
brands.
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
from our editorial staff and independent specialists in wealth
management from through out the industry.
Winners will be announced during the PBI Wealth Summit
in Singapore to be held on 20-21 October.
The categories for 2010
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 - Most Exciting New Wealth
Management Model - Outstanding Global Family
Office - Outstanding Offshore
Private Bank - Outstanding Global Private
Banker - Outstanding Private Banker
– Asia-Pacific - Outstanding Young Private
Banker (<40) - Lifetime Services Award
