Nominate to showcase how your organisation is transforming wealth management for the world’s fastest-growing investor segment. Whether through innovative digital platforms, hybrid advisory models, personalised investment journeys or new product access, these awards spotlight institutions that deliver meaningful client outcomes at scale. Submitting provides an opportunity to strengthen brand credibility, attract talent and partners, and demonstrate leadership in the evolving mass-affluent wealth landscape.

For the first time, the industry has a dedicated awards programme that recognises excellence in serving the mass-affluent and emerging-wealth segment—investors with USD 100,000 to 1.5 million in deployable assets. No other awards platform globally evaluates this space with the same level of rigour, segmentation clarity, or wealth-specific assessment criteria. This matters because the segment is now the largest and fastest-growing pool of investable assets worldwide, sitting between traditional retail banking and private banking, yet historically underserved by both.

Over the past five years, banks and wealth managers have poured significant investment into this cohort- building hybrid advisory models, modernising wealth platforms, integrating AI-driven personalisation, broadening access to ETFs, alternatives, structured products and thematic strategies, and re-engineering client journeys around digital-first expectations.

The timing is critical: demographic shifts, rising financial literacy, the digitalisation of investing, and wealth transfer from ageing populations are reshaping how clients discover, evaluate, and consume financial advice. 

“Why now?” Because the institutions that succeed in capturing the emerging-wealth segment today will own the private-banking pipeline of tomorrow- making this not just an attractive opportunity, but a strategic imperative for global and regional banks alike.