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Please indicate which geographies your business serves and select your type of business below. The form will then display a list of categories to choose from.
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Please indicate which geographies your business covers: *
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Private Banking Categories
Open to all banks operating in a Latin American country. Initial judging with be conducted on a country basis with teams and products being judged on quality of service, innovation and differentiation. When you receive the submission form you shall be asked to confirm the country or countries for which you wish to be considered.
Please note the best overall Latin America private bank will be selected by the judges based on entries for individual categories and does not require a separate submission.
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Wealth Management Service Categories
Open to any bank or wealth management organization operating in the Latin America region with an UHNW offering or service. Service levels and client satisfaction metrics will be judged to be as important as performance and innovation in these categories.
When you receive the submission form you shall be asked to confirm the country or countries for which you wish to be considered.
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Private Client Categories
Open to any organization serving UHNW clients in any Latin American jurisdiction. Judges will take particular note of service levels, technical excellence, client feedback and innovation.
When you receive the submission form you shall be asked to confirm the country or countries for which you wish to be considered.
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Investment Management Categories
Open to any organization offering investment management services to UHNWs in one or more Latin American countries. Judges will consider innovation and client service as well as relative performance.
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Overall Regional Technology Categories
Open to any technology provider with a presence or clients in a Latin American country. Judges will take account of innovation, successful implementation and relevance to the private client market.
These categories are judged on a regional basis rather than by country.
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Specialist and Individual Categories
Open to any business or individuals with an UHNW focus or solution based in a Latin American country or with Latin American clients. Judges will take account of vision, integrity and leadership in the individual categories and innovation and differentiation in the specialist categories.
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Private Banking Categories
Open to any bank with a physical presence or clients in Miami or the Southern Florida region. Judges will take particular interest in levels of client service and engagement as well as innovation and performance.
Note that you will automatically be entered for the overall award in that region based on the judges opinion of your category submissions.
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Wealth Management Service Categories
Open to any bank or wealth management organization operating in the Miami region or the Southern Florida region. with an UHNW offering or service. Service levels and client satisfaction metrics will be judged to be as important as performance and innovation in these categories.
When you receive the submission form you shall be asked to confirm the country or countries for which you wish to be considered.
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Team Based Categories
Open to any organization based in and around the Miami area or the Southern Florida region with UHNW client teams based upon a geographical affiliation. Particular emphasis will be placed on client service and empathy, along with innovation and differentiation.
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Independent Wealth Manager Categories
Open to any independent wealth manager operating in the Miami region or the Southern Florida region. Judges will pay particular attention to service levels and relevance to the UHNW market as well as performance and innovation.
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Private Client Categories
Open to private client firms with UHNW clients and with a presence in Miami or the Southern Florida region. Particular attention will be paid to technical expertise, staff development and well-evidenced service levels.
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Overall Regional Technology Categories
Open to any technology provider with a presence or clients in Miami or the Southern Florida region. Judges will take account of innovation, successful implementation and relevance to the private client market.
These categories are judged on a regional basis rather than by country.
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Specialist and Individual Categories
Open to any business or individuals with a private client focus or solution based in Miami or the Southern Florida region. Judges will take account of vision, integrity and leadership in the individual categories and innovation and differentiation in the specialist categories.
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Private Banking Categories
Open to all banks operating in a Caribbean jurisdiction. Initial judging will be conducted on a jurisdictional basis with judging assessed on quality of service, innovation and differentiation. When you receive the submission form you shall be asked to confirm the country or countries for which you wish to be considered.
Please note the overall regional private bank will be selected by the judges based on entries for individual categories and does not require a separate submission.
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Wealth Management Service Categories
Open to any bank or wealth management organization operating in the Caribbean region with an UHNW offering or service. Service levels and client satisfaction metrics will be judged to be as important as performance and innovation in these categories.
When you receive the submission form you shall be asked to confirm the country or countries for which you wish to be considered.
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Overall International Finance Centre (IFC) Categories
Open to all International Finance Centres in the wider Caribbean. Particular emphasis will be placed on the extent to which IFCs tailor services to the needs of UHNWs and provide an environment in which they and their families can thrive and flourish.
When you receive the submission form you shall be asked to confirm the country or countries for which you wish to be considered.
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Private Client Categories
Open to private client firms and advisory businesses with UHNW clients or a presence in a Caribbean jurisdiction . Particular attention will be paid to technical expertise, staff development and well-evidenced service levels. Advisory businesses will be judged on their relevance to the UHNW market, service levels, innovation and differentiation.
When you receive the submission form you shall be asked to confirm the country or countries for which you wish to be considered.
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Investment Management Categories
Open to any bank or other wealth management organization operating in the Caribbean with a UHNW offering or service. Service levels and client satisfaction metrics will be judged to be as important as performance and innovation in these categories.
When you receive the submission form you shall be asked to confirm the country or countries for which you wish to be considered.
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Overall Regional Technology Categories
Open to any technology provider with a presence or clients in a Caribbean country. Judges will take account of innovation, successful implementation and relevance to the private client market.
These categories are judged on a regional basis rather than by country.
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Specialist and Individual Categories
Open to all organizations operating in the Caribbean with a focus on UHNW clients. Individual categories will be judged on the basis of vision, integrity and leadership and the general categories on their relevance to the UHNW market, innovation and differentiation.
When you receive the submission form you shall be asked to confirm the country or countries for which you wish to be considered.
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I agree to the Family Wealth Report Awards Terms and Conditions and privacy policy. *
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I hereby confirm this Awards program is being entered with the full knowledge and consent of the company or individual being put forward for consideration by the Judges. *
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