Professional Wealth Management

Wealth Tech Awards 2025: Winners and highly commended

By PWM

Wealth Tech Awards 2025
Wealth Tech Awards 2025

Global

Best Private Bank for Culture and Vision

BNP Paribas Wealth Management

 

Best Private Bank for Digital Portfolio Management

UBS

 

Best Private Bank for Digital Wealth Planning

J.P. Morgan Private Bank

 

Best Private Bank for Big Data Analytics and AI

J.P. Morgan Private Bank

 

Best Private Bank for ESG Technology

LGT Private Banking

 

Best Private Bank for self-directed Investments

UBS

 

Best Digital Leader

Céline Le Cotonnec - Bank of Singapore

 

Asia and Australasia

 

Best CRM for Private Banking in Asia

Axis Bank

 

Best Digital Innovator of the Year in China

China Merchants Bank

 

Best Digital Private Bank in Asia

DBS Bank

 

Best Private Bank in Asia for Big Data Analytics and AI

Taishin International Bank

 

Best Private Bank in Asia for Digital Customer Experience

Bank of Singapore

 

Best Private Bank in Asia for Digital Marketing & Communication

DBS Bank

 

Best Private Bank in China for Digital Marketing & Communication

ICBC Private Banking

 

Best Private Bank in Asia for Digital Portfolio Management

HSBC

 

Best Private Bank in China for Digital Portfolio Management

ICBC Private Banking

 

Best Private Bank in Asia for self-directed Investments

DBS Bank

 

Best Private Bank in Asia for use of RegTech

Bank of Singapore

 

Best Private Bank in Asia for use of Technology

Bank of Singapore

 

Best Private Bank in Australasia for Culture and Vision

Bank of New Zealand

 

Best Private Bank in Thailand for Digitally Empowering Relationship Managers

Siam Commercial Bank

 

Highly commended:

Best Private Bank in Asia for use of Technology

Taishin International Bank

 

Europe and CEE

 

Best Digital Innovator of the Year in Central and Eastern Europe

Bank Pekao S.A.

 

Best Private Bank in Central and Eastern Europe for Digital Customer Experience

mBank S.A.

 

Best Digital Private Bank in Europe

CaixaBank

 

Best Private Bank in Europe for Big Data Analytics and AI

Van Lanschot Kempen

 

Best Private Bank in Europe for Culture and Vision

Van Lanschot Kempen

 

Best Private Bank in Turkey for Digital Customer Experience

Akbank Private Banking

 

Best Private Bank in the Nordics for Digital Customer Experience

Nordea

 

Best Private Bank in Spain for Digital Customer Experience

Santander Private Banking

 

Best Private Bank in the UK for Digital Customer Experience

Coutts

 

Best Private Bank in Europe for Digital Wealth Planning

BNP Paribas Fortis

 

Best Private Bank in Portugal for Digitally Empowering Relationship Managers

BPI

 

Best Private Bank in Europe for ESG Technology

Bank J. Safra Sarasin Ltd

 

Best Private Bank in Europe for self-directed Investments

Deutsche Bank AG

 

Best Private Bank in Europe for use of Technology

BNP Paribas Wealth Management

 

Best Wealth Manager in the UK for use of Technology

Investment Quorum

 

Best Private Bank in Europe for Digital Marketing & Communication

CaixaBank

 

Best Private Bank in Europe for Digitally Empowering Relationship Managers

Van Lanschot Kempen

 

Highly commended:

Best Digital Private Bank in Europe

Van Lanschot Kempen

 

Best Private Bank in Europe for Big Data Analytics and AI

LGT Private Banking

 

Best Private Bank in Europe for Digitally Empowering Relationship Managers

Julius Baer

 

The Americas

 

Best CRM for Private Banking in the US

Merrill & Bank of America Private Bank

 

Best Digital Innovator of the Year in the US

Morgan Stanley Wealth Management

 

Best Digital Private Bank in the US

J.P. Morgan Private Bank

 

Best Private Bank in the US for Client Acquisition

Merrill & Bank of America Private Bank

 

Best Private Bank in the US for Digital Customer Experience

Northern Trust

 

Best Private Bank in the US for Digital Marketing & Communication

Bank of America Private Bank

 

Best Private Bank in the US for Digital Wealth Planning

Northern Trust

 

Best Client Reporting Platform in Latin America

BTG Pactual

 

Best Private Bank in Latin America for Digital Customer Experience

Itaú Private Bank

 

Best Private Bank in North America for Digitally Empowering Relationship Managers

RBC Wealth Management

 

Best Private Bank in Latin America for use of Technology

Itaú Private Bank

 

Highly commended:

Best Private Bank in the US for Digital Customer Experience

Merrill & Bank of America Private Bank

 

Africa and Middle East

 

Best Private Bank in the Middle East for Digital Marketing & Communication

Bank Muscat

 

Best Private Bank in Africa for use of Technology

Investec

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