Professional Wealth Management
June 21, 2022

Wealth Tech Awards 2022: Winners and highly commended

By PWM Editorial

Fifty-five private banks entered the fifth annual Wealth Tech Awards. The winners and highly commended banks are listed below

GLOBAL

Best CRM for private banking, global
J.P. Morgan Private Bank

Best private bank for culture & vision, global
BNP Paribas Wealth Management

Best private bank for digitally empowering RMs, global
UBS

Best private bank for Big Data analytics and AI, global
Citi Private Bank

Best private bank for digital portfolio management, global
UBS

Best private bank for digital customer service, global
BNP Paribas Wealth Management

Best private bank for use of technology, global
Citi Private Bank

Best digital innovator of the year, global
China Merchants Bank

Best digital leader
Mariam Rassai, Head of Client Experience and Digital Transformation, BNP Paribas Wealth Management

ASIA-AUSTRALASIA

Best private bank for digital marketing & communication, Asia
KASIKORNBANK PCL.

Best private bank for Big Data analytics and AI, Asia
Taishin International Bank

Best private bank for client acquisition, Asia
Axis Bank

Best CRM for private banking, Asia
DBS Bank

Best private bank for digitally empowering RMs, Asia
CTBC Bank

Best private bank for digital wealth planning, Asia
Siam Commercial Bank PCL.

Best private bank for digital portfolio management, Asia
ICBC Private Banking

Best private bank for digital customer service, Asia
Industrial Bank Co. Ltd.
Highly Commended (HC): China Merchants Bank

Best private bank for use of technology, Asia
DBS Bank
HC: China Merchants Bank

Best digital innovator of the year, Asia
Taipei Fubon Bank

AFRICA & MIDDLE EAST

Best private bank for client acquisition, Middle East
Mashreq Bank

Best private bank for digital customer service, Africa
Nedbank

Best private bank for use of technology, Africa
Investec

EUROPE & CEE

Best private bank for ESG technology, CEE
OTP Private Banking

Best private bank for digitally empowering RMs, CEE
UniCredit CE&EE Private Banking

Best client reporting platform, CEE
Tatra Banka

Best private bank for client acquisition, CEE
mBank S.A.

Best private bank for digital customer service, CEE
Akbank Private Banking

Best private bank for use of technology, CEE
UniCredit CE&EE Private Banking
HC: Akbank Private Banking

Best digital innovator of the year, CEE
TEB Private Banking

Best private bank for digital marketing & communication, Europe
CaixaBank

Best private bank for Big Data analytics and AI, Europe
CaixaBank

Best private bank for culture & vision, Europe
Indosuez Wealth Management
HC: Nykredit Private Banking

Best private bank for self-directed investments, Europe
Société Générale Private Banking

Best private bank for digitally empowering RMs, Europe
Julius Baer
HC: BPI Private

Best private bank for digital wealth planning, Europe
Banca Generali

Best private bank for ESG technology, Europe
Lombard Odier
HC: Indosuez Wealth Management

Best private bank for digital portfolio management, Europe
BPI Private

Best private bank for digital customer service, Europe
BNP Paribas Fortis

Best private bank for use of technology, Europe
BBVA Private Banking

Best digital innovator of the year, Europe
SEBA Bank

THE AMERICAS

Best private bank for digital marketing & communication, Latin America
Bradesco Private Bank

Best private bank for digital portfolio management, Latin America
Banco do Brasil Private

Best private bank for digital customer service, Latin America
BTG Pactual

Best private bank for use of technology, Latin America
BTG Pactual
HC: Santander Private Banking

Best private bank for digital marketing & communication, North America
RBC Wealth Management

Best private bank for Big Data analytics and AI, North America
Northern Trust

Best private bank for digitally empowering RMs, North America
Bank of America
HC: RBC Wealth Management

Best private bank for digital wealth planning, North America
BNY Mellon Wealth Management

Best private bank for use of technology, North America
Bank of America

Best digital innovator of the year, North America
Bank of America

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