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Award winning service and solutions

Each year, independent organizations recognize our team, our platform and our results. These accolades validate our efforts to deliver exceptional service and guidance that help our clients move from intention to impact. Ultimately, the most valuable award we get is your trust and satisfaction. Here are the organizations that have recognized those efforts:

2026 largest U.S. Outsourcing Manager for Endowment Assets and Foundation Assets

07/13/2026

 

Bank of America Private Bank was recognized as the 2026 largest U.S. Outsourcing Manager for Endowment Assets and Foundation Assets by Pensions & Investments, based on total U.S. assets under management.

 

This recognition reflects Bank of America Private Bank’s ongoing focus to helping clients achieve their objectives and create meaningful impact. Whether supporting nonprofit organizations in advancing their missions or helping individuals build enduring legacies, the Private Bank is dedicated to delivering tailored solutions that help clients make a difference in the communities and causes they value most.38

Best Private Bank Philanthropic Offering or Initiative in Americas

06/11/2026

 

Bank of America Private Bank was recognized for Best Private Bank Philanthropic Offering or Initiative in Americas by WealthBriefing.

 

The award underscores Bank of America Private Bank’s commitment to delivering best-in-class philanthropic solutions that seamlessly integrate advisory expertise, governance guidance, and customized investment strategies. By pairing deep subject-matter expertise with innovative digital capabilities and industry-leading research, the Private Bank helps clients pursue their charitable missions with confidence while creating lasting impact across generations.37

Streamlining Advisor Workflows

06/11/2026

 

Celent Model Wealth Manager recognized Bank of America Private Bank for Streamlining Advisor Workflows.

 

The recognition highlights the Private Bank’s commitment to reimagining advisor servicing through innovation. By consolidating fragmented processes into a single, intelligent platform, the Service Request Portal (SRP) streamlines workflows, enhances efficiency, and empowers advisors to spend more time delivering personalized guidance and deepening client relationships.36

Best Account Opening and Onboarding Services by a Private Bank - USA
Outstanding Use of Technology by a Private Bank/Family Office/Trust Company – Front Office
Excellence in Philanthropy Services by Private Bank/Family Office

06/04/2026

 

Bank of America Private Bank was recognized by Global Private Banker for Best Account Opening and Onboarding Services by a Private Bank - USA, Excellence in Philanthropy Services by Private Bank/Family Office and Outstanding Use of Technology by a Private Bank/Family Office/Trust Company – Front Office. The Global Private Banking Innovation awards celebrate Private Banks, Family Offices and Wealth Managers for their advisory, unbiased research, bespoke solutions, and client experience.

 

These recognitions underscore Bank of America Private Bank’s leadership in combining innovation, specialized expertise, and personalized service to deliver exceptional client outcomes. From transforming the onboarding experience through the digital-first Collaborative Onboarding Experience (COBE), to modernizing advisor workflows with the Service Request Portal (SRP), to providing industry-leading philanthropic guidance backed by deep advisory capabilities and institutional-scale resources, the Private Bank continues to set the standard for a high-tech, high-touch wealth management experience.35

Family Wealth Report 2026 award logo

04/30/2026

 

Family Wealth Report recognized Bank of America Private Bank as Best Private Bank in the U.S. for its leadership in delivering comprehensive, client‑centric wealth management solutions supported by scale, innovation, and sustained growth.

 

Serving clients through more than 100 offices nationwide, the firm combines personalized advisory relationships with industry‑leading digital capabilities—achieving 93% client digital engagement and significantly enhancing the client experience through tools like its Unified Mobile App and streamlined onboarding.34

The Digital Banker Digital CX 2026 award logo

04/24/2026

 

Bank of America Private Bank was recognized by Digital Banker CX as Best Private Bank for Digitally Empowering Relationship Managers in North America for its focused modernization, advanced digital tools, and integrated AI capabilities that enhance productivity and client engagement.

 

Bank of America Private Bank’s sustained investment in innovation, included more than $80 million across 45 initiatives in 2025, spanning digital account opening, next‑generation portfolio construction, and expanded eDelivery and eSign functionality. By consolidating multiple systems into a unified Service Request Portal and deploying tools such as CoBrowse for real‑time client support, the Private Bank has embedded digital enablement into daily workflows—unlocking significant capacity and enabling relationship managers to deliver efficient, personalized, high‑touch service at scale.33

PWM Wealth tech awards 2026 - Winner - Best Private Bank for Culture and Vision US

04/23/2026

 

PWM WealthTech recognized Bank of America Private Bank as Best Private Bank for Culture & Vision in the U.S. for its values‑driven leadership, future‑focused digital strategy, and commitment to building a tech‑enabled, client‑centric organization.

 

This recognition reflects Bank of America Private Bank’s strong culture of responsible growth, operational excellence, and continuous innovation. Anchored by a client‑first mindset and empowered workforce, the firm has embedded digital strategy into daily operations, talent development, and leadership accountability. Through enterprise‑wide innovation programs, sustained investment in technology and AI, and platforms that enhance both client and employee experiences, the Private Bank has built a scalable, future‑ready culture that supports agile transformation while delivering personalized, high‑touch service to high‑net‑worth and ultra‑high‑net‑worth clients.32

Wealth Tech Americas awards 2026 for Bank of America Private Bank for Best Digital Offering

03/26/2026

 

Wealth Tech Americas recognized Bank of America Private Bank for Best Digital Offering, highlighting its Service Request Portal (SRP) and enterprise‑wide innovation culture that power a seamless, front‑to‑back client and employee experience. 

 

This recognition reflects Bank of America Private Bank’s commitment to embedding digital innovation into its culture and operations, exemplified by the Service Request Portal—a unified platform that streamlines more than 330 client servicing request types while delivering over 178,000 hours of capacity savings. Supported by a values‑driven approach to continuous improvement, including over 13,000 employee ideas submitted through Speak Up! and more than $503.6 million in realized efficiencies, the Private Bank combines advanced technology, automation, and employee‑led innovation to enhance productivity, strengthen risk management, and deliver high‑touch, personalized service at scale.31

Global Private Banker WealthTech awards 2026 for Best Front‑to‑Back Digital Wealth Platform

03/27/2026 

 

Global Private Banker recognized Bank of America Private Bank for Best Front‑to‑Back Digital Wealth Platform and Best Middle & Back‑Office WealthTech Solution – North America for advancing operational efficiency, scalability, and digital service delivery across the wealth management lifecycle.

 

This recognition was for Bank of America Private Bank’s Service Request Portal (SRP), a unified digital platform that consolidates legacy servicing systems into a single, intuitive front‑to‑back experience. By automating workflows, improving transparency, and enabling straight‑through processing, SRP reduces errors, accelerates service delivery, and unlocks significant capacity for client‑facing teams. The platform strengthens risk controls, and supports the delivery of high‑touch, personalized service at scale for private banking clients.30

03/19/2026

 

Bank of America Private Bank was recognized by Euromoney as Best Private Bank for High Net Worth, for demonstrating excellence across core private banking and wealth management capabilities, including client service, digital innovation, and investment and fiduciary solutions.

 

This recognition reflects Bank of America Private Bank’s strong financial performance, sustained client growth, and leadership in delivering highly personalized wealth management services at scale. Supported by advanced digital platforms, institutional‑grade investment research, and deep trust and fiduciary expertise, the Private Bank provides integrated investment management, trust, philanthropic, and advisory solutions to ultra‑high‑net‑worth individuals, families, and institutions.29

Chestnut Solutions Institute 2025 Market Leader Award presented to Bank of America as the #1 nonprofit OCIO provider globally

01/2026

 

Chestnut Solutions Institute recognized Bank of America Private Bank as the No. 1 Nonprofit OCIO to nonprofits globally in 2025.

 

This recognition reflects Bank of America Private Bank’s leadership in nonprofit OCIO services, supported by its national scale, legacy trust platform, and dedicated teams serving endowments, foundations, healthcare systems, and other nonprofit institutions. With $79.2 billion in nonprofit OCIO assets under management, the Private Bank’s OCIO 2.0 model delivers integrated investment oversight and value‑added governance support—helping nonprofit clients navigate complex markets, strengthen decision‑making, and align investment strategy with mission‑driven objectives.28

28 Chestnut Solutions Institute Eligibility for the 2025 OCIO Market Leader Awards was limited to firms that participated in the Chestnut Solutions Institute’s 2025 Global OCIO Study. Each participating firm confirmed that the data in their survey submission complied with the Institute’s study guidelines, specifically: OCIO AUM was calculated in accordance with the Institute’s detailed criteria for counting OCIO assets, provided to all survey participants; OCIO AUM by client type reflected only OCIO engagements for end clients within that specific client category; and the OCIO AUM for each category was reported as of June 30, 2025. Rankings and recognition from Chestnut Solutions Institute is no guarantee of future investment success, do not ensure that a current or prospective client will experience a higher level of performance results, and should not be construed as an endorsement. 

 

29 Euromoney Private Banking award winners were selected based on written entries from leading private banking and wealth management institutions showcasing their achievements, innovations and performance over the 12 month award period. Country awards are decided by an in-house panel. Entries for our regional and global private banking awards are assessed by an external judging panel. Rankings and recognition from Euromoney is no guarantee of future investment success, do not ensure that a current or prospective client will experience a higher level of performance results, and should not be construed as an endorsement. 

 

30 Global Private Banker winners were selected based on written entries from leading private banking institutions highlighting key achievements, changes, or improvements in relation to how technology is transforming their business models and contributing to drive growth, support advisers, enhance brand and improve client experience. The judging process is conducted by a panel and composed of industry professionals based in North America, Asia, and Europe. Rankings and recognition from Global Private Banker are no guarantee of future investment success, do not ensure that a current or prospective client will experience a higher level of performance results, and should not be construed as an endorsement

 

31 The WealthBriefing WealthTech Americas Awards are part of a global program run by ClearView Financial Media and its sister publications WealthBriefing and WealthBriefingAsia. Rankings and recognition from The WealthBriefing WealthTech awards is no guarantee of future investment success, does not ensure that a current or prospective client will experience a higher level of performance results, and should not be construed as an endorsement.

 

32 PWM WealthTech winners were selected based on written entries from leading private banking institutions highlighting key achievements, changes, or improvements in relation to how technology is transforming their business models and contributing to drive growth, support advisers, enhance brand and improve client experience. The judging process is conducted by a panel and composed of industry professionals based in North America, Asia, and Europe. Rankings and recognition from PWM Wealth Tech Awards are no guarantee of future investment success, do not ensure that a current or prospective client will experience a higher level of performance results, and should not be construed as an endorsement.

 

33 Digital Banker CX Winners are selected by an impartial panel of judges who will undertake a rigorous audit type process to carefully select the winners. Digital Banker uses a proprietary, numerical & qualitative scoring methodology which is applied to all submissions and augmented by assessment in: Innovation, Engagement, Personalization and User Experience keeping the focus on the broader digital ecosystem the institution has built to date. Rankings and recognition from the Digital Banker awards is no guarantee of future investment success, does not ensure that a current or prospective client will experience a higher level of performance results, and should not be construed as an endorsement.

 

34  Family Wealth Report Awards are part of a global program run by ClearView Financial Media and its sister publications WealthBriefing and WealthBriefingAsia. There are more than forty judges coming from family offices, private banks, trusted advisers, consultants, and other service providers each of whom has in-depth knowledge and a broad experience. Rankings and recognition from The Family Wealth Report is no guarantee of future investment success, does not ensure that a current or prospective client will experience a higher level of performance results, and should not be construed as an endorsement.

 

35 Winners for the Global Private Banking Innovation awards were selected based on entries highlighting digital innovation, digital ecosystems, customer experience, financial performance, and leadership strategy. The judging process is conducted by a panel and composed of industry professionals and subject matter experts. Rankings and recognition from the Global Private Banking Innovation Awards is no guarantee of future investment success, do not ensure that a current or prospective client will experience a higher level of performance results, and should not be construed as an endorsement.

 

36 Celent Model Wealth Manager awards are available to all wealth managers, for Any IT related initiative, regardless of the date when it was executed. Celent selects winners for the Model Wealth Manager awards based on three criteria: measurable business benefits, degree of innovation, technology or implementation excellence. Rankings and recognition from Celent are no guarantee of future investment success, do not ensure that a current or prospective client will experience a higher level of performance results, and should not be construed as an endorsement.  

 

37 The Wealth For Good Awards are part of a global program run by ClearView Financial Media and its sister publication WealthBriefing. Private Banks from around the world are invited to submit an entry demonstrating their commitment to and preeminence in the crucially important areas of ESG, impact, diversity, and inclusion. The judges consist of custodian banks, family offices and advisors/consultants to the sector. Rankings and recognition from The Family Wealth Report is no guarantee of future investment success, does not ensure that a current or prospective client will experience a higher level of performance results, and should not be construed as an endorsement.

 

38 For the Pensions & Investments rankings, survey participants were asked to report all data as of March 31, 2026; to report assets in U.S. dollars rounded to the nearest million; and to exclude master trust/custody, global custody and assets under administration only from all answers. For U.S. institutional OCIO, 36 firms reported AUM for endowments and 34 for foundations (the print rankings only list the top 10 for each). Rankings and recognition from Pensions & Investments is no guarantee of future investment success, does not ensure that a current or prospective client will experience a higher level of performance results, and should not be construed as an endorsement.

The Digital Banker Digital CX 2025 award logo

Bank of America Private Bank was recognized for Best Digital CX for Account Opening and Customer Onboarding, and Outstanding Digital CX for Mobile Banking by Digital Banker.The Digital Banker CX Awards recognize excellence in Digital Customer Experience (CX) across the financial services landscape.27

PWM Wealth Tech 2025 awards logo

Bank of America Private Bank was recognized by PWM Wealth Tech Awards as Best Private Bank for Client Acquisition in the United States in conjunction with Merrill, Best CRM for Private Banking in the United States in conjunction with Merrill, and Best Private Bank for Digital Marketing & Communications in the United States.26

Global Private Banking Innovations 2025 award logo

Bank of America Private Bank was recognized by Global Private Banker for Best Private Bank – North America, Excellence in Philanthropy Services by Private Bank, Outstanding Wealth Management Technology Implementation – Front Office, and Outstanding Wealth Management Offering for Affluent Clients. The Global Private Banking Innovation awards celebrate Private Banks, Family Offices and Wealth Managers for their advisory, unbiased research, bespoke solutions, and client experience.25

Family Wealth Report 2025 award logo

Bank of America Private Bank was awarded Best Customer-facing Digital Platform by The Family Wealth Report. The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family wealth and trusted advisor communities in North America.24

Wealth for Good Awards 2025 award logo

Bank of America Private Bank was recognized for Best Private Bank Philanthropic Offering or Initiative in Americas by WealthBriefing.23

Pensions & investments 2025 award logo

Bank of America Private Bank was recognized as the 2025 largest U.S. Outsourcing Manager for Endowment Assets and Foundation Assets by Pensions & Investments. 22

Private Asset Management 2025 Award logo

Bank of America Private Bank was recognized for Best Private Bank by With Intelligence Private Asset Management Awards 2025. With Intelligence has been celebrating industry leaders in the private wealth community for over two decades.21

Bank of America Private Bank was awarded Best Client Communication Solution or Tool together with Merrill Wealth Management by WealthBriefing. The WealthBriefing WealthTech Americas Awards program recognizes wealth tech companies servicing the North American and Latin American family office and wealth management industry.20

Bank of America Private Bank recognized by Celent for best Holistic Wealth Management in conjunction with Merrill Wealth Management. The Celent Model Wealth Manager awards recognize recognizes best practices in utilizing technology to provide comprehensive and integrated financial solutions to clients, ensuring financial well-being across all aspects of their lives.19

2025 Euromoney Private Banking awards for Best Philanthropic Advisory
2025 Euromoney Private Banking award for Best for US Family office services

Bank of America Private Bank was awarded 2025 Euromoney Private Banking awards for Best for Philanthropic Advisory and Best for Family Office Services in both the U.S. and North America. Euromoney has been recognizing the best in private banking and wealth management across the globe through the Private Banking and Wealth Management Survey for 20 years.18

Best private bank award 2025 Global Finance

Bank of America Private Bank named Best Private Bank (U.S.), Best Private Bank for Philanthropic Services and Best Private Bank for Family Office Services (North America) by Global Finance. Global Finance’s Private Bank Awards honors banks they determine best serve the specialized needs of high-net-worth individuals.17

17 Global Finance’s editorial board selected the winners for the Private Bank Awards with input from executives and industry insiders. The editors also use information from entries submitted by banks, in addition to independent research, to evaluate a series of objective and subjective factors. This year’s ratings were based on performance during the period covering July 1, 2023, through June 30, 2024. Rankings and recognition from Global Finance is no guarantee of future investment success, do not ensure that a current or prospective client will experience a higher level of performance results, and should not be construed as an endorsement.

 

18 Euromoney Private Banking award winners were selected based on written entries from leading private banking and wealth management institutions showcasing their achievements, innovations and performance over the 12 month award period. Country awards are decided by an in-house panel. Entries for our regional and global private banking awards are assessed by an external judging panel. Rankings and recognition from Euromoney is no guarantee of future investment success, do not ensure that a current or prospective client will experience a higher level of performance results, and should not be construed as an endorsement.

 

19  Celent Model Wealth Manager awards are available to all wealth managers, for Any IT related initiative, regardless of the date when it was executed. Celent selects winners for the Model Wealth Manager awards based on three criteria: measurable business benefits, degree of innovation, technology or implementation excellence. Rankings and recognition from Celent are no guarantee of future investment success, do not ensure that a current or prospective client will experience a higher level of performance results, and should not be construed as an endorsement.

 

20  The WealthBriefing WealthTech Americas Awards are part of a global program run by ClearView Financial Media and its sister publications WealthBriefing and WealthBriefingAsia. Rankings and recognition from The WealthBriefing WealthTech awards is no guarantee of future investment success, does not ensure that a current or prospective client will experience a higher level of performance results, and should not be construed as an endorsement.

 

21  Criteria was based on firms or individuals dominating in a philanthropic or educational effort with positive impact towards the sector during a 12-month period: August 1, 2023, through July 31, 2024. The winner was recognized by clear evidence of the positive impact and with testimonials from those impacted and/or industry leaders.

 

22  For the Pensions & Investments rankings, survey participants were asked to report all data as of March 31, 2025; to report assets in U.S. dollars rounded to the nearest million; and to exclude master trust/custody, global custody and assets under administration only from all answers. For U.S. institutional OCIO, 39 firms reported AUM for endowments and 39 for foundations (the print rankings only list the top 10 for each). Rankings and recognition from Pensions & Investments is no guarantee of future investment success, does not ensure that a current or prospective client will experience a higher level of performance results, and should not be construed as an endorsement.

 

23 The Wealth For Good Awards are part of a global program run by ClearView Financial Media and its sister publication WealthBriefing. Private Banks from around the world are invited to submit an entry demonstrating their commitment to and preeminence in the crucially important areas of ESG, impact, diversity, and inclusion. The judges consist of custodian banks, family offices and advisors/consultants to the sector. Rankings and recognition from The Family Wealth Report is no guarantee of future investment success, does not ensure that a current or prospective client will experience a higher level of performance results, and should not be construed as an endorsement.

 

24  The Family Wealth Report Awards are part of a global program run by ClearView Financial Media and its sister publications WealthBriefing and WealthBriefingAsia. There are more than forty judges coming from family offices, private banks, trusted advisers, consultants, and other service providers each of whom has in-depth knowledge and a broad experience. Rankings and recognition from The Family Wealth Report is no guarantee of future investment success, does not ensure that a current or prospective client will experience a higher level of performance results, and should not be construed as an endorsement.

 

25  Winners for the Global Private Banking Innovation awards were selected based on entries highlighting digital innovation, digital ecosystems, customer experience, financial performance, and leadership strategy. The judging process is conducted by a panel and composed of industry professionals and subject matter experts. Rankings and recognition from the Global Private Banking Innovation Awards is no guarantee of future investment success, do not ensure that a current or prospective client will experience a higher level of performance results, and should not be construed as an endorsement.

 

26 Winners were selected based on written entries from leading private banking institutions highlighting key achievements, changes, or improvements in relation to how technology is transforming their business models and contributing to drive growth, support advisers, enhance brand and improve client experience. The judging process is conducted by a panel and composed of industry professionals based in North America, Asia, and Europe. Rankings and recognition from PWM Wealth Tech Awards are no guarantee of future investment success, do not ensure that a current or prospective client will experience a higher level of performance results, and should not be construed as an endorsement.

 

27  Winners of Digital Banker CX awards are selected by an impartial panel of judges who will undertake a rigorous audit type process to carefully select the winners. Digital Banker uses a proprietary, numerical & qualitative scoring methodology which is applied to all submissions and augmented by assessment in: Innovation, Engagement, Personalization and User Experience keeping the focus on the broader digital ecosystem the institution has built to date. Rankings and recognition from the Digital Banker awards is no guarantee of future investment success, does not ensure that a current or prospective client will experience a higher level of performance results, and should not be construed as an endorsement.

Professional Wealth Management's (PWM) awards were established in 2009 and celebrate banks that are successfully focusing on client needs, innovation, and best-in-class service offerings. More than 100 banks around the world were evaluated for these awards. Bank of America Private Bank has been recognized as Best Private Bank Family Offices, Best Private Bank Philanthropy Services, and Best Private Bank for the Next Generation (North America) by PWM, a Financial Times trade publication.16

Pensions & Investments 2024 largest U.S. Outsourcing Manager

Bank of America Private Bank was recognized as the 2024 largest U.S. Outsourcing Manager for Endowment Assets and for Foundation Assets by Pensions & Investments. 15

Global Private Banker for Best Private Bank (United States) 2024
Global Private Banking Innovations Award 2024 for Best Private Bank for Best Family offering
Global Private Banking Innovations Award 2024 for Best Private Bank for Digital Innovation
Global Private Banking Innovations Award 2024 for Best Private Bank for Excellence in Philanthropy services

Bank of America Private Bank was recognized by Global Private Banker for Best Private Bank (United States), Best Private Bank for Digital Innovation, Best Family Office Offering, and for Excellence in Philanthropy Services by Private Bank. The Global Private Banking Innovation14 awards celebrate Private Banks, Family Offices and Wealth Managers for their advisory, unbiased research, bespoke solutions, and client experience.

Family wealth reports awards 2024 for National Private Bank
Family wealth reports awards 2024 for Family Office solution
Family wealth reports awards 2024 for Outsourced CIO

Bank of America Private Bank was awarded Best National Private Bank, Family Office Solution, and Outsourced CIO by The Family Wealth Report.13 The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family wealth and trusted advisor communities in North America.

2024 Euromoney Private Banking awards for Best Philanthropic Advisory
2024 Euromoney Private Banking award for Best for Next Gen in both the U.S. and North America

Bank of America Private Bank was awarded 2024 Euromoney Private Banking awards for Best for Philanthropic Advisory and Best for Next Gen in both the U.S. and North America. Euromoney has been recognizing the best in private banking and wealth management across the globe through the Private Banking and Wealth Management Survey for 20 years.12

With Intelligence Private Asset Management Awards 2024

Bank of America Private Bank was recognized for Best philanthropic/educational initiative by With Intelligence Private Asset Management Awards 2024.11 With Intelligence has been celebrating industry leaders in the private wealth community for over two decades.

Best private bank award 2024 Global Finance

Bank of America Private Bank named Best Private Bank (U.S.), Best Private Bank for Philanthropic Services and Best Private Bank for Sustainable Investing (North America) by Global Finance. Global Finance’s Private Bank Awards honors banks they determine best serve the specialized needs of high-net-worth individuals.10

  1.  
  2. 10 Global Finance’s editorial board selected the winners for the Private Bank Awards with input from executives and industry insiders. The editors also use information from entries submitted by banks, in addition to independent research, to evaluate a series of objective and subjective factors. This year’s ratings were based on performance during the period.
  3.  
  4. 11 Criteria was based on firms or individuals dominating in a philanthropic or educational effort with positive impact towards the sector during a 12-month period: August 1, 2022, through July 31, 2023. The winner was recognized by clear evidence of the positive impact and with testimonials from those impacted and/or industry leaders.
  5.  
  6. 12 Winners were selected based on written entries from leading private banking and wealth management institutions showcasing their achievements, innovations and performance over the 12 month award period. Country awards are decided by an in-house panel. Entries for our regional and global private banking awards are assessed by an external judging panel. Rankings and recognition from Euromoney is no guarantee of future investment success, do not ensure that a current or prospective client will experience a higher level of performance results, and should not be construed as an endorsement.
  7.  
  8. 13 The Family Wealth Report Awards are part of a global program run by ClearView Financial Media and its sister publications WealthBriefing and WealthBriefingAsia. There are more than forty judges coming from family offices, private banks, trusted advisers, consultants, and other service providers each of whom has in-depth knowledge and a broad experience. Rankings and recognition from The Family Wealth Report is no guarantee of future investment success, does not ensure that a current or prospective client will experience a higher level of performance results, and should not be construed as an endorsement.
  9.  
  10. 14 Winners for the Global Private Banking Innovation awards were selected based on entries highlighting digital innovation, digital ecosystems, customer experience, financial performance, and leadership strategy. The judging process is conducted by a panel and composed of industry professionals and subject matter experts. Rankings and recognition from the Global Private Banking Innovation Awards is no guarantee of future investment success, do not ensure that a current or prospective client will experience a higher level of performance results, and should not be construed as an endorsement..
  11.  
  12. 15 For the Pensions & Investments rankings, survey participants were asked to report all data as of March 31, 2024; to report assets in U.S. dollars rounded to the nearest million; and to exclude master trust/custody, global custody and assets under administration only from all answers. For U.S. institutional OCIO, 39 firms reported AUM for endowments and 39 for foundations (the print rankings only list the top 10 for each). Rankings and recognition from Pensions & Investments is no guarantee of future investment success, does not ensure that a current or prospective client will experience a higher level of performance results, and should not be construed as an endorsement.
  13.  
  14. 16 Bank of America Private Bank was awarded the Professional Wealth Management Global Private Bank Awards for “Best Private Bank for Succession Planning” globally and “Best Private Bank for Philanthropy Services”. Private banks operating globally or in one or more of the following regions (Europe, Asia, North America, Middle East, Latin America, and Africa) are invited to take part in the Global Private Banking Awards. Each institution provides growth and performance measures and an executive summary. The submissions are judged by an expert panel of sixteen industry professionals based in North America, Asia, Europe, and the Middle East. Rankings and recognition from Professional Wealth Management and Financial Times are no guarantee of future investment success, do not ensure that a current or prospective client will experience a higher level of performance results, and should not be construed as an endorsement.

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