Call For Entries: Best Private Bank Awards 2015

In the December issue, Global Finance will publish its selections for the World’s Best Private Bank Awards 2015. 

Private banking pools are expected to top $70 trillion over the next four years. Analysts say emerging markets will account for a large chunk of that total. With the ranks of the affluent growing by leaps and bounds, that trend isn’t likely to change soon. The number of millionaires is forecast to top 16 million globally by 2016. That’s a 30% increase over 2013. Already, one in five Americans qualifies as affluent, and the number of high-net-worth individuals in markets such as Asia is growing rapidly.

Take advantage of this opportunity to participate in the review process.

It is not necessary to enter in order to win, but experience shows an entry increases the chance of success. In many cases, providers are able to present information and perspectives that may not be readily available to the editors of Global Finance.

Performance will be judged over the period covering July 1, 2014 through June 30, 2015.

Global Finance will also make use of market research and obtain input from industry analysts, corporate executives and other users of private banking services.

Submissions should be made no later than 29th September, 2015 and sent to: 

Susan Berger, email: sberger@gfmag.com, Global Finance, 7 East 20th Street, New York NY 10003

Winners will be recognized in the following categories, regions and countries.

* The New Customer Segments Award evaluates how private banks are uniquely addressing the needs of customers that historically have been underserved, such as minorities, women, and other segments.

It is not necessary to enter in order to win, but experience shows an entry increases the chance of success. In many cases, providers are able to present information and perspectives that may not be readily available to the editors of Global Finance. 

Those making submissions should provide concise information in the following areas:

1. Key financials—including ROI, earnings and income growth year-on-year.
2. Details of market penetration—assets under management, market share, new mandates won (and business retained) and other comparisons with competitors.
3. Details of customer breakdown by net worth, location, investment strategy and goals, risk profile, age and other demographic characteristics.
4. Details of key capabilities and services offered—including range of portfolio products and allocation/investment strategies, tailored solutions, reporting and valuation, analytics and personnel.
5. Customer service—submit customer endorsements (Global Finance may make further contacts for additional information).
6. Competitiveness—submit data demonstrating competitive fee structure/ROI, innovation and evidence of commitment to the business.
7. Knowledge of local markets, regulations and practices, and market-specific services and solutions. 
8. Please include the information below as a cover sheet to accompany your submission to ensure that it is processed properly.

Entry Cover Sheet

Bank:
Award(s):
Country(ies)/Region(s) Being Submitted For:
Submission Contact Name/Title:
Submission Contact eMail:
Line Of Business Head Name/Title:
Line Of Business Head eMail:
Marketing/Communications Contact Name/Title:
Marketing/Communications Contact eMail:
Notes:
Submissions