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During the review period, BTG Pactual succeeded in achieving its simplified goal of elevating the client experience through technology and innovation. The bank’s commitment to understanding and fulfilling the needs of its private banking clients has driven it to deliver exceptional digital private banking services over the review period. Guided by a client-centric approach, the bank employed technology to provide solutions aligned with the goals, challenges and aspirations of its clients.

BTG Pactual cemented its position as Latin America’s best private bank, earning recognition for its strategic growth, innovative investment solutions and strong client focus. In a challenging environment, the bank delivered record results, expanded its international presence and enhanced its digital capabilities, making it a clear winner in the region.

BTG Pactual is a standout financial institution when it comes to the challenge of meeting clients’ often complex succession planning needs. The firm’s succession planning strategy revolves around providing personalised and globally relevant solutions and focuses on its ability to see each client’s unique needs and ambitions. It allows it to design tailored strategies to ensure seamless wealth transitions across generations and markets, whether clients require advice on US estate planning rules, European tax changes, or investment opportunities in the Middle East.

With a commitment to excellence, innovation and client-centric wealth management, Credicorp Capital continues to demonstrate outstanding market leadership, bespoke financial solutions, and dedication to building lasting client relationships.

Itaú Unibanco celebrated its century last year. In that time, the group, as well as its wealth management business Itaú Private Bank, have changed the lives of millions of people, in Brazil and across Latin America, for the better.

By combining innovation, client-focused solutions and a global perspective, Scotia Wealth Management is the leader in international private banking.

This award is always fiercely contested, and for good reason. Every private bank targets high-net-worth customers. Many of them are tomorrow’s ultra-wealthy customers; a handful will be tomorrow’s billionaires, monied enough to support their own multi-functional family office.

Itaú Unibanco turned 100 years old last year. The Brazilian lender describes the role its private banking division – winner of Latin America’s best for next-gen award, Itaú Private Bank – plays in its long financial history as one of “constant movement and transformation”. It also describes its next-gen strategy as “client-centred”, and its approach to serving inter-generational wealth customers as a constant drive to “build long-term relationships and promote continuous evolution”.

It can be easy, amid the competitive scrum of wealth management, to overlook the importance of discretionary portfolio management (DPM). Investing money on a client’s behalf: it’s a simple enough concept. It is also profitable and ‘sticky’ – get it right, and a wealthy client is likely to stay loyal for a long time, safe in the knowledge that their wealth and assets are busy accruing interest.

There’s no financial institution quite like UBS in Latin America. It claims to be a unique player in the region, and so it is, offering a seamless blend of global and local wealth management services to ultra-high-net-worth clients.

Scotia Wealth Management has further established itself as Jamaica’s premier international private bank over the review period.

BTG Pactual's relentless pursuit of excellence and innovation and its client-centric approach solidify its position as Brazil's best private bank. This recognition celebrates the bank's leadership in wealth management and its dedication to empowering clients to achieve their financial aspirations.