Awards for Distinction 2022 – Best Private Bank – Global Indians

Best Private Bank Global Indians

 

Bank Julius Baer

Best Private Bank – Global Indians

Rahul Malhotra

head Private Banking Global India & Developed Markets

We are honoured to be recognised as the Best Private Bank – Global Indians for the third consecutive year. It is a testament to the dedication and expertise of our team and the commitment we have in providing clients with the highest level of service and tailored financial solutions.

We are grateful for the trust clients have placed in us and we will work hard to maintain and exceed their expectations. Thank you to everyone who has supported us in this journey.

What was behind the judges’ decision?

  • The bank clearly articulated its seamless interconnectivity between NRI and onshore India markets, and how it assists clients in navigating complexity around regulated cross-border activities
  • Bank Julius Baer demonstrated a cohesive strategy for building its business across the NRI and onshore India client segments, including senior hires, deepening market penetration, internal-referral processes and platform enhancements
  • The bank illustrated real-life client case studies that outline how it delivers end-to-end products and solutions to UHNWIs with complex, cross-border investment and wealth management requirements
  • Significant and meaningful enhancements to Bank Julius Baer’s product suite, including new solutions focusing on private equity and ESG

What we said

Bank Julius Baer deeply impressed the 2022 Asian Private Banker Awards for Distinction judging panel with its seamless interconnectivity between NRI and onshore Indian client segments. The bank’s offering in this regard has been highlighted by a market-leading platform of products and solutions, which Bank Julius Baer has consistently and continuously improved in recent years, said Daniel Shane, editor of Asian Private Banker.

All of that is reflected in the fact that the bank’s AUM across NRI and onshore India is on a firmly upward trajectory. We would like to congratulate everyone at Bank Julius Baer for once again picking up this prestigious accolade for Best Private Bank – Global Indians.

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