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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.

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.

The chief investment office (CIO) has really come into its own this decade. A good CIO works with their team to develop and communicate investment strategy and policies, oversee the investment process, make decisions on asset allocation, manage risk across portfolios, and contribute to the firm’s overall business strategy.

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”.

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.

Scotia Wealth Management has long been a leading provider in the financial services industry, delivering world-class wealth management solutions with a deep understanding of the needs of high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families.

LarrainVial’s strong growth, innovative solutions and unwavering client focus make it a deserving recipient of the award for best private bank in Chile. The bank has solidified its reputation as one of Chile’s most prominent and innovative financial services firms, providing comprehensive investment solutions to clients.

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

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

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.

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.

A new award for Euromoney in 2025 sees our analysts and our external judges – the latter, a group of veteran private bankers and wealth managers around the world – rule on the best provider of funds services for wealthy clients.