Professional Wealth Management
June 7, 2023

Wealth Tech Awards 2023: Winners and highly commended

By PWM editorial

More than 50 private banks took part in the sixth annual wealth tech awards and we received more than 140 entries. The entrants are the most technologically advanced institutions out of a comprehensive universe of more than 350 private banks contacted. The winners and highly commended banks are listed below

GLOBAL

Best private bank for client acquisition (global)

J.P. Morgan Private Bank

 

Best private bank for technology for ESG reporting (global)

Julius Baer

 

Best private bank for use of RegTech (global)

Deutsche Bank International Private Bank

 

Best private bank for cyber security (global)

Santander Private Banking

 

Best private bank for digitally empowering RMs (global)

J.P. Morgan Private Bank

Highly commended: HSBC Global Private Banking

 

Best private bank for big data analytics and AI (global)

Citi Global Wealth

 

Best private bank for culture and vision (global)

BNP Paribas Wealth Management

 

Best private bank for use of technology (global)

Citi Global Wealth

 

Best digital leader in private banking

Nic Dreckmann, COO, Julius Baer

 

ASIA & AUSTRALASIA

Best digital innovator of the year in Australasia

Westpac Private Bank

 

Best client reporting platform in Asia

Bank of Singapore

 

Best CRM for private banking in China

Industrial Bank Co, Ltd

 

Best CRM for private banking in Asia

DBS Bank

 

Best private bank for digital marketing & communication in Asia

Axis Bank

 

Best private bank for building client communities, Asia

KASIKORNBANK PCL.

 

Best private bank for client acquisition in Asia

ICBC Private Banking   Axis Bank

 

Best private bank for self-directed investments in Asia

HSBC Global Private Banking

 

Best private bank for digital portfolio management in Asia

CTBC Bank

 

Best private bank for digitally empowering RMs in Asia

Bank of Singapore

Highly commended: CTBC Bank

 

Best digital innovator of the year in China

China Merchants Bank

Highly commended: ICBC Private Banking

 

Best digital innovator of the year in Asia

Taipei Fubon Bank

 

Best private bank for big data analytics and AI in Asia

Taishin International Bank

Highly commended: CTBC Bank

 

Best private bank for big data analytics and AI in China

ICBC Private Banking

 

Best private bank for digital customer service in Asia

HSBC Global Private Banking

 

Best private bank for use of technology in Asia

DBS Bank

Highly commended: Bank of Singapore

 

EMEA

Best private bank for digital customer service in the Middle East

Mashreq

 

Best private bank for use of technology in Africa

Investec

 

Best private bank for digital customer service in Central and Eastern Europe

Akbank Private Banking

 

Best private bank for digitally empowering RMs in Central and Eastern Europe

Yapi Kredi

 

Best digital innovator of the year in Central and Eastern Europe

Bank Pekao

 

Best private bank for digital marketing & communication in Europe

CaixaBank

 

Best CRM for private banking in Europe

BPI

 

Best private bank for self-directed investments in Europe

Millennium Private Banking

 

Best private bank for digital portfolio management in Europe

Santander Private Banking

Highly commended: Deutsche Bank International Private Bank

 

Best private bank for digital wealth planning in Europe

BNP Paribas Fortis Private Banking & Wealth Management

 

Best private bank for digitally empowering RMs in Europe

Nykredit Private Banking

 

Best digital innovator of the year in Europe

BBVA Private Banking Indosuez Wealth Management

 

Best private bank for digital customer service in Europe

Lombard Odier

Highly commended: BBVA Private Banking

Best private bank for use of technology in Europe

BBVA Private Banking

 

THE AMERICAS

Best client reporting platform in Latin America

BTG Pactual

 

Best private bank for digital customer service in Latin America

Itaú Private Bank

 

Best private bank for use of technology in Latin America

Itaú Private Bank

 

Best private bank for digital wealth planning in North America

Northern Trust

 

Best private bank for digitally empowering RMs in North America

RBC Wealth Management

 

Best private bank for digital customer service in North America

Bank of America Private Bank

 

Best digital innovator of the year in North America

Northern Trust

 

Best private bank for use of technology in North America

Merrill and Bank of America Private Bank

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