The material on this site is for financial institutions, professional investors and their professional advisers. It is for information only. Please read our Terms & Conditions, Privacy Policy and Cookies before using this site. Please see our Subscription Terms & Conditions.

All material subject to strictly enforced copyright laws. © 2022 Euromoney, a part of the Euromoney Institutional Investor PLC.
AwardsChina Private Banking Awards

Best private bank for intergenerational wealth transfer 2017

Ping An Private Banking

Part of the widely respected Ping An Group, which started out in insurance before expanding its remit to include asset management and banking, Ping An Private Banking, led by Bonnie Lam, has chosen to focus heavily on high-end clients.

Ping An Bank consistently delivers outstanding intergenerational wealth management and private banking advice to high net-worth clients. Geared toward helping family businesses protect wealth and hand it, unfettered, to the next generation, Ping An helps clients to integrate onshore and offshore trust operations and custodian services.

The Shenzhen-headquartered lender also offers a one-stop shop for clients looking for high-end legal, tax and trust advice and planning, while guaranteeing comprehensive inheritance protection and all-round investment advisory services.

In recent years the lender launched the ‘Ping An Chinese Family Businesses Inheritance Award’ – developed in collaboration with the PBC School of Finance at Tsinghua University and professional services giant Deloitte – to highlight worthy examples of investing excellence among family-run Chinese enterprises.