Please describe the essence of your brand - the heart, soul, and spirit that define your institution. Additionally, outline how your organisation has delivered on its brand promise and the key actions taken to achieve this. We would also appreciate details on any significant investments made over the past year that have strengthened your value proposition and enhanced the overall client experience. 

Please outline the added value your Chief Investment Office/Department provides to clients, including how it identifies key investment themes, communicates them effectively, and implements them in client portfolios. Additionally, explain how this approach has benefited clients in terms of portfolio returns and whether it has also contributed to increasing the bank's revenues and profits. We would also appreciate insights into any significant changes made to modernise portfolio management, asset allocation, and product strategy. Specifically, highlight improvements aimed at enhancing performance, managing risk, and meeting clients goals amid heightened geopolitical uncertainty and market volatility. 

Please highlight three key factors that differentiate your bank in client service, innovation and tailored solutions for wealthy clients worldwide. Showcase your growth strategy, unique offerings, ability to serve specific client segments effectively and branding initiatives that have strengthened your market position.

Outline key business model changes made to adapt to regulatory shifts, enhance client alignment and improve adviser productivity. Explain how geopolitical events, inflation and interest rate changes have influence your strategy, including geographic adjustments and asset divestments. 

Demonstrate improvements in risk management, due diligence, and compliance, particularly in response to sanctions. Disclose any regulatory investigations and corrective actions taken. A strong entry will highlight innovation, resilience, and a commitment to client excellence. Full and transparent responses will add weight to your submission. 

Please provide a brief overview of your alternative investments offering, including hedge funds, private equity/debt, infrastructure, real assets and collectibles. Highlight what differentiates your business from the competition in this space. Additionally, share evidence of new product launches tailored to wealthy clients, initiatives aimed at enhancing private banker and client education on alternative investments, and key performance results achieved in client portfolios over the past year. 

Please provide supporting evidence of what differentiates your customer service, highlighting any unique approaches that have improved client engagement and experience. We would also appreciate insights into how new strategies have strengthened client relationships.

Additionally, outline how your multichannel strategy has enabled advisers to better engage with both new and existing clients. Finally, please detail any initiatives introduced to support customers during periods of high inflation and geopolitical uncertainty. 

Please describe the most significant initiatives your institution has undertaken to promote diversity among both clients and staff, including efforts to address unconscious bias. Additionally, outline any major commitments made to foster a strong culture of inclusion and the key results achieved so far.

We would also appreciate insights into how an increased focus on diversity and inclusion has contributed to business growth, driven innovation and helped attract and retain top talent. 

Please demonstrate how your private bank leads in providing services and products for digital and tokenised assets, including cryptocurrencies. Highlight innovations that set your offering apart, such as secure custody solutions, trading platforms, structured products, and advisory services tailored to wealthy clients.

Showcase investments in infrastructure, technology and risk management frameworks that support digital assets while ensuring compliance with evolving regulations. Detail how your bank has trained advisers and educated clients to navigate the complexities of digital assets, blockchain technology, and tokenised investments.

Also please provide evidence of client adoption, and how your institution is positioning itself for future growth in this evolving space.

Please outline key organisational changes over the past year that have helped attract new advisers and retain private bankers, with supporting evidence of what makes your institution an optimal employer. 

We would also appreciate insights into recent measures to support employees' well being and job security.

Finally, detail key initiatives to enhance private banker training in both technical and soft skills, including collaborations with universities or industry bodies, and efforts to recruit and up-skill talent from other sectors. 

Please outline the three key factors that set your institution apart from the competition in service entrepreneurs. Additionally, provide evidence of the impact of any new initiatives your private bank has introduced to enhance products and services for entrepreneurs and business owners.  

Please provide a brief overview of the bespoke services, products and solutions your institution offers to family offices, with business interests across multiple jurisdictions and continents. Additionally, outline any planned improvements in this area. 

We would also appreciate insights into how your institution is positioned to capitalise on growth opportunities in this space. Finally, please highlight how advisers engage with global families and the most effective communication strategies they use to strengthen relationships.

Please provide an overview of the key growth strategies implemented in 2024 and, if relevant, in Q1 2025. This should cover both organic initiatives and inorganic expansion through acquisitions or joint ventures. Additionally, outline any new geographical markets entered during this period and the measures taken to increase revenues and boost inflows.

We would also appreciate evidence of how you have achieved a more diversified book of business or, if a more focused approach was taken, the rationale behind that decision. Finally, please describe how geopolitical risks and conflicts have influenced your growth strategy, particularly regarding your decision to engage with clients in potentially authoritarian regimes.

Please provide an overview of new developments in your investment product offering for private clients in the ESG, sustainable and impact investing space. Include any initiatives launched in collaboration with third-party providers, as well as efforts to meet client demand for greater transparency.

Additionally, outline the key solutions and services that have contributed to the growth of sustainable and impact investing within client portfolios and your expectations for growth. Finally, highlight any areas where further improvements are needed to enhance your offering.

Please describe up to three major innovations your institution has recently introduced across services, products, solutions or client experience. Highlight what makes them unique and their impact on key areas such as your business model, operational efficiency, portfolio performance, adviser productivity, or client engagement.

We would appreciate insights into how these innovations have enhanced your competitive edge and improved outcomes for clients. 

Please outline key recent changes in the screening process for Shariah-compliant products and solutions. Additionally, explain how these offerings are integrated into portfolio management, their performance and risk management criteria, and how they help protect client portfolios in the current unpredictable market conditions. Finally, provide details on the expertise and experience of the Shariah Board overseeing your investment solutions.

Please highlight key recent changes that have improved your philanthropy services, benefitting both clients and your institution. Additionally, explain how major geopolitical events and the cost of living crisis have influence demand for these services and how your institution has responded to client needs. 

We would also appreciate insights into any partnerships with third-party providers, including your criteria for selecting them. 

Please highlight the three most significant recent initiatives that have improved solutions and services for helping clients transfer assets to the next generation. Additionally, outline the importance of educating the next generation to preserve family legacy and wealth.

We would appreciate insights into how these initiatives have enhanced client engagement and strengthened long-term wealth planning strategies.

Please outline the key services, solutions and events your institution offers specifically for the next generation. Additionally, provide examples of how new initiatives have strengthened engagement with this client segment and enhanced your overall value proposition.

We would also appreciate insights into why focusing on the next generation is a strategic priority for your institution and the results achieved so far.

Please provide a brief overview of the bespoke services, products and solutions your institution offers to global wealthy families and ultra-high-net-worth individuals (UHNWIs) with business interests across multiple jurisdictions and continents. Additionally, outline any planned improvements in this area.

We would also appreciate insights into how your institution is positioned to capitalise on growth opportunities in this space. Finally, please highlight how advisers enggage with global families and the most effective communication strategies they use to strengthen relationships.

Please outline the key services, solutions adn events your institution offers specifically for women. Additionally, provide examples of how these initiatives have improved engagement with this client segment and strengthened your overall value proposition.

We would also appreciate data on the percentage of your client base that is women, how this has evolved over the past year, and any new initiatives planned to further enhance services for female clients.

Finally, please explain how an increased focus on serving women has benefitted both your institution and society more braodly.

Please highlight three key factors that differentiate your boutique private bank in delivering high-quality service, tailored solutions and a personalised approach to global wealth management. Demonstrate how your model provides a competitive advantage in serving wealthy clients.

Provide evidence of innovation, client-focused strategies, and a distant value proposition. Focus on investment and advisory expertise, unique service offerings, operational efficiency, and long-term client relationships. Additionally, highlight growth, performance, and strategic initiatives that have strengthened your market position over the past year.

Please highlight three key factors that differentiate your bank in client service, innovation and tailored solutions for wealthy clients within your region. Showcase your growth strategy, unique offerings, ability to serve specific client segments effectively, and branding initiatives that have strengthened your market position locally. 

Outline key business model changes made to adapt to regional regulatory shifts, enhance client alignment, and improve adviser productivity. Explain how geopolitical events, inflation and interest rate changes have influenced your strategy, including geographic adjustments and asset divestments.

Demonstrate improvements in risk management, due diligence, and compliance, particularly in response to sanctions. Disclose any regulatory investigations and corrective actions taken. A strong entry will highlight innovation, resilience and a commitment to client excellence. Full and transparent responses will add weight to your submission. 

Highlight three key factors that set your bank apart in client service, innovation and tailored solutions for wealthy clients in your country. Showcase your growth strategy, unique offerings, ability to serve specific client segments effectively and branding initiatives that have strengthened your market position locally. 

Outline key business model changes made to adapt to the regulatory environment, enhance client alignment and improve adviser productivity. Explain how economic conditions, geopolitical factors, inflation and interest rate changes have influence your strategy. Demonstrate improvements in risk management, due diligence, and compliance, particularly in response to regulatory changes or sanctions. Disclose any regulatory investigations and corrective actions taken. A strong entry will highlight innovation, resilience and a commitment to client excellence. Full and transparent responses will add weight to your submission. 

Please highlight three key factors that set your wealth management offering apart in the UK, focusing on client service, innovation and tailored solutions for wealthy clients. Showcase your growth strategy, unique offerings and ability to serve specific client segments, as well as branding initiatives that have strengthened your market position.

Outline key business model changes made to adapt to the UK's and international regulatory environment, enhance client alignment, and improve adviser productivity.

Demonstrate improvements in risk management, due diligence, and compliance particularly in response to regulatory changes or sanctions. If applicable, disclose any regulatory investigations and corrective actions taken. 

Please provide supporting evidence of what differentiates your customer service, highlighting any unique approaches that have improved client engagement and experience. We would also appreciate insights into how new strategies have strengthened client relationships.

Additionally, outline how your multichannel strategy has enabled advisers to better engage with both new and existing clients. Finally, please detail any initiatives introduced to support customers during periods of high inflation, and geopolitical uncertainty.