The Global Wealth And Society Awards | Wealth and Society
About the awards

Wealth and Society is a worldwide programme that brings together Ultra-High Net Worth Individuals and their supporting institutions who believe that wealth has a higher purpose in creating opportunities that create a meaningful and sustainable society as a whole.

We have instituted a well-branded awards programme that honours Ultra-High Net Worth Individuals and leading wealth management institutions around the world that are committed to the long-term integrity and relevance of their wealth to society. We will be featuring a few Ultra-High Net Worth individuals at the awards dinner for their stated commitments as well as demonstrable achievements in achieving goals that are over and beyond the business of preserving and building on wealth.

The Global Wealth and Society Awards also recognises financial institutions, including private banks, multi-family offices fund managers and wealth management institutions that facilitate their ultra-high-net-worth clients to achieve goals that are over and above the business of preserving or growing wealth. These are very high-quality institutions that have achieved an intimacy with their clients in such a manner as to be able to advise and negotiate on complex goals of building businesses, philanthropies, foundations and projects that are for the good of the societies they live in.

The criteria for assessment consider the quality of your client managers, the extent to which your products and services are designed to be aspirational in nature. In addition to meeting your client’s risk appetite, we look for the ability and evidence of helping them meet their broader investment and social goals. The full criteria are listed in this document.

The programme is anchored by an international panel of advisors who have extensive experience in impact investing, philanthropy, and family wealth management. The evaluation process is rigorous.

Should you require further information or assistance regarding the awards programme, we encourage you to contact Mr. Chris Kapfer, Director of Research at TABInsights at ckapfer@tab.global . For institutions based in Mainland China, enquiries can be directed to Mr. Busch Pu, Research Manager, at bpu@tab.global . We are committed to providing comprehensive support and guidance throughout the application process.

Yours sincerely,

Gordian Gaeta
Chairman,
Wealth & Society

The awards

The Global Wealth and Society Awards Programme seeks to recognise high and ultra-high net-worth individuals who invest and deploy their wealth in ways to bring about positive impacts on the society that they operate in, and the institutions and providers that enable them do so. Each award category is evaluated at both the global and country level. The awards programme is divided into the following categories:

  • The Lifetime Leadership Achievement in Wealth and Society Projects
  • The Leadership in Philanthropic Achievement in Wealth and Society Project
  • Leadership Award for NGO initiative in Wealth and Society
  • Leadership Award for Social Enterprise in Wealth and Society
  • Global Wealth and Society Award for CSR project
  • Global Wealth and Society Award for Educational project
  • Global Wealth and Society Award for Private Banking
  • Global Wealth and Society Award for Asset Management Company
  • Global Wealth and Society Award for Fund Management Company
  • Global Wealth and Society Award for Educational Institution
  • Global Wealth and Society Award for Professional Service Provider
  • Global Wealth and Society Award for Lifestyle Product Company
  • Global Wealth and Society Award for Venture Capital Fund Company
  • Global Wealth and Society Award for Family Office
  • Global Wealth and Society Award for Digital Wealth Management Service
  • Global Wealth and Society Award for ESG product
  • Global Wealth and Society Award for ESG Compliant REITs Product
  • Global Wealth and Society Award for ESG Compliant Banking Product
  • Global Wealth and Society Award for Family Trust Service
  • Global Wealth and Society Award for Financial Inclusion
  • Global Wealth and Society Award for Philanthropic Service
  • Global Wealth and Society Award for Private Wealth Service
  • Global Wealth and Society Award for Private Wealth Trust Service
  • Global Wealth and Society Award for Wealth Management Product
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