With Intelligence
Rating Source(s): With Intelligence, Private Asset Management Awards 2025, “Best philanthropic initiative,” 2/8/25. Private Asset Management Awards 2024, “Women in Wealth Advocate of the Year (firm),” 2/9/24. Privateassetmanagementawards.com
Global Finance
Global Finance Magazine, “World’s Best Private Bank for Business Owners (global award) 2023, 2025” “World’s Best Private Bank for New Customer Segments (global award) 2023, 2024, 2025” and “Best Private Bank in the Southwest (US regional award) 2023, 2024, 2025” 11/4/24. Gfmag.com