BMO Private Bank's Greater China Awards Success

Editorial Staff

12 March 2020

was victorious in several categories of the WealthBriefingAsia Greater China 2020 Awards.

The judges explained their reasoning for awarding the firm for its achievement in the following categories:

Best wealth planning team
“An open architecture platform enables our winner to draw upon the advice of external specialists and providers, when required, to develop the best possible solutions. Its best in class team also impressed by working with third party providers in other jurisdictions such as Guernsey, Jersey, Cayman Islands and Singapore, depending on clients’ wealth planning requirements.”

Best wealth manager servicing families
“Many of our winner’s clients are entrepreneurs whose personal, family and business objectives are interrelated. Its integrated platform provides highly customised solutions for the best interests of the family and long-term success of the business, as was very well demonstrated in its submission.”

Headline sponsor for the awards was Refinitiv; other sponsors were Huddleston Jones, ProFundCom, smartKYC and Sun Life Financial.