• The Fourth Miami Family Wealth Report Awards incorporating Latin America and the Caribbean 2027

    Please note that this is the first stage of the nomination process. If you subsequently decide not to continue with entering these awards, you are under no obligation to do so.

  • CONTACT DETAILS


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  • CATEGORY SELECTION

  • Please indicate which geographies your business serves. The form will then display a list of categories to choose from:
  • PRIVATE BANKING CATEGORIES (LATIN AMERICA) - Open to all banks operating in a Latin American country or with Latin American clients. When you receive the submission form you shall be asked to confirm the country or countries for which you wish to be considered for the best bank in an individual country category.
  • WEALTH MANAGEMENT AND PRIVATE BANKING CATEGORIES (LATIN AMERICA) - Open to any private bank or wealth management organization operating in the Latin America region with an UHNW offering or service or with Latin American clients. Service levels and client satisfaction metrics will be judged to be as important as performance and innovation in these categories. (Unless otherwise stated all the categories apply to individual countries rather than the region as a whole.)
  • PRIVATE CLIENT CATEGORIES (LATIN AMERICA) - Open to any organization based in, or with UHNW clients in, one or more Latin American country. Judges will take particular note of service levels, technical excellence, client feedback and innovation. When you receive the submission form you shall be asked to confirm the country or countries for which you wish to be considered. (Unless otherwise stated all the categories apply to individual countries rather than the region as a whole.)
  • INVESTMENT MANAGEMENT CATEGORIES (LATIN AMERICA) - Open to any organization offering investment management services to UHNWs in one or more Latin American country, or with Latin American clients. Judges will consider innovation and client service as well as relative performance. (Unless otherwise stated all the categories apply to individual countries rather than the region as a whole.)
  • OVERALL REGIONAL TECHNOLOGY CATEGORIES (LATIN AMERICA) - Open to any technology provider with a presence or clients in a Latin American country. Judges will take account of innovation, successful implementation and relevance to the private client market. (These categories are judged on a regional basis rather than by country.)
  • SPECIALIST AND INDIVIDUAL CATEGORIES (LATIN AMERICA) - Open to any business or individuals based in, or with clients in one or more Latin American country offering an UHNW focus or solution. Judges will take account of vision, integrity and leadership in the individual categories and innovation and differentiation in the specialist categories. (These categories are judged on a regional basis rather than by country.)
  • WEALTH MANAGEMENT AND PRIVATE BANKING CATEGORIES (MIAMI OR SOUTHERN FLORIDA) - Open to any private bank or wealth management organization operating in Miami or the Southern Florida region, with an UHNW offering or service. Service levels and client satisfaction metrics will be judged to be as important as performance and innovation in these categories.
  • CLIENT-BASED TEAM CATEGORIES (MIAMI OR SOUTHERN FLORIDA) - Open to any organization based in and around the Miami area or the Southern Florida region with UHNW client teams based upon a geographical affiliation. Particular emphasis will be placed on client service and empathy, along with innovation and differentiation.
  • INVESTMENT MANAGEMENT CATEGORIES (MIAMI OR SOUTHERN FLORIDA) - Open to any independent wealth manager operating in the Miami region or the Southern Florida region. Judges will pay particular attention to service levels and relevance to the UHNW market as well as performance and innovation.
  • PRIVATE CLIENT CATEGORIES (MIAMI OR SOUTHERN FLORIDA) - Open to private client firms with UHNW clients and or with a presence in Miami or the Southern Florida region. Particular attention will be paid to technical expertise, staff development and well-evidenced service levels.
  • TECHNOLOGY CATEGORIES (MIAMI OR SOUTHERN FLORIDA) - Open to any technology provider with a presence or clients in Miami or the Southern Florida region. Judges will take account of innovation, successful implementation and relevance to the private client market.
  • SPECIALIST AND INDIVIDUAL CATEGORIES (MIAMI OR SOUTHERN FLORIDA) - Open to any business or individuals with a private client focus or solution based in Miami or the Southern Florida region. Judges will take account of vision, integrity and leadership in the individual categories and innovation and differentiation in the specialist categories.
  • WEALTH MANAGEMENT AND PRIVATE BANKING CATEGORIES (CARIBBEAN) - Open to any private bank or wealth management organization operating in the Caribbean region with an UHNW offering or with clients from this region. Service levels and client satisfaction metrics will be judged to be as important as performance and innovation in these categories. (All these categories will be judged on a regional rather than jurisdiction basis.)
  • OVERALL INTERNATIONAL FINANCE CENTRE (IFC) CATEGORIES (CARIBBEAN) - Open to all International Finance Centres in the wider Caribbean. Particular emphasis will be placed on the extent to which IFCs tailor services to the needs of UHNWs and provide an environment in which they and their families can thrive and flourish.
  • PRIVATE CLIENT CATEGORIES (CARIBBEAN) - Open to private client firms and advisory businesses with UHNW clients or a presence in a Caribbean jurisdiction. Particular attention will be paid to technical expertise, staff development and well-evidenced service levels. Advisory businesses will be judged on their relevance to the UHNW market, service levels, innovation and differentiation. (All these categories will be judged on a regional rather than jurisdiction basis.)
  • INVESTMENT MANAGEMENT CATEGORIES (CARIBBEAN) - Open to any bank or other wealth management organization operating in the Caribbean with a UHNW offering or service. Service levels and client satisfaction metrics will be judged to be as important as performance and innovation in these categories. (All these categories will be judged on a regional rather than jurisdiction basis.)
  • OVERALL REGIONAL TECHNOLOGY CATEGORIES (CARIBBEAN) - Open to any technology provider with a presence or clients in a Caribbean country. Judges will take account of innovation, successful implementation and relevance to the private client market. (All these categories will be judged on a regional rather than jurisdiction basis.)
  • SPECIALIST AND INDIVIDUAL CATEGORIES (CARIBBEAN) - Open to all organizations operating in the Caribbean with a focus on UHNW clients. Individual categories will be judged on the basis of vision, integrity and leadership and the general categories on their relevance to the UHNW market, innovation and differentiation. (All these categories will be judged on a regional rather than jurisdiction basis.)

  • OTHER AWARDS PROGRAMS

  • Please indicate any other Awards programs in which you may like to participate. Select as many as apply to the regions where you are active.
  • Other Awards Programs*

  • CONSENT AND DECLARATION

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