Private Banking and Wealth Management Survey 2014: North American regional awards

North America

Best private banking services overall
Relationship management
Range of investment products
Range of advisory services
Super affluent clients
High net worth I clients
High net worth II clients
Ultra high net worth clients
Equity portfolio management
Fixed income portfolio mangement
Family office services
Inheritance and succession planning
Corporate advisory for private banking clients
Philanthropy services

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Private Banking and Wealth Management Survey 2014: Results index

North America
Best private banking services overall
2014 2013 Bank
1 1 JPMorgan
2 2 Merrill Lynch Wealth Management
3 7 Goldman Sachs
4 5 Northern Trust
5 8 Wells Fargo
6 4 UBS
7 3 Morgan Stanley
8 9 RBC
9 6 Citi
10 10 Bessemer Trust
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Relationship management
2014 2013 Bank
1 1 JPMorgan
2 2 Northern Trust
3 3 Wells Fargo
4 4 Goldman Sachs
5 8 Merrill Lynch Wealth Management
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Range of investment products
2014 2013 Bank
1 2 JPMorgan
2 1 Merrill Lynch Wealth Management
3 5 Goldman Sachs
4 4 UBS
5 3 Morgan Stanley
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Range of advisory services
2014 2013 Bank
1 3 JPMorgan
2= 2 Merrill Lynch Wealth Management
2= 1 Northern Trust
4 6 Goldman Sachs
5 7 Bessemer Trust
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Net-worth-specific services
Super affluent clients
2014 2013 Bank
1 1= Merrill Lynch Wealth Management
2 1= Wells Fargo
3 3 Morgan Stanley
4 4 UBS
5 9 RBC
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High net worth I clients
2014 2013 Bank
1 1 Merrill Lynch Wealth Management
2 3 Wells Fargo
3 5 JPMorgan
4 2 Morgan Stanley
5 4 UBS
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High net worth II clients
2014 2013 Bank
1 1 JPMorgan
2 4 Goldman Sachs
3 3 Merrill Lynch Wealth Management
4 6 Northern Trust
5 5 UBS
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Ultra high net worth clients
2014 2013 Bank
1 1 JPMorgan
2 2 Goldman Sachs
3 6 Merrill Lynch Wealth Management
4 3 Northern Trust
5 5 UBS
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Equity portfolio management
2014 2013 Bank
1 2 JPMorgan
2 1 Morgan Stanley
3 4 Goldman Sachs
4 3 Merrill Lynch Wealth Management
5 5 UBS
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Fixed income portfolio management
2014 2013 Bank
1 2 JPMorgan
2 1 Morgan Stanley
3 4 UBS
4 5 Goldman Sachs
5 7 Pimco
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Family office services
2014 2013 Bank
1 1 Northern Trust
2 3 Bessemer Trust
3 2 JPMorgan
4 4 Merrill Lynch Wealth Management
5 6 Wells Fargo
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Inheritance and succession planning
2014 2013 Bank
1 1 Northern Trust
2 4 Merrill Lynch Wealth Management
3 2 JPMorgan
4 3 Bessemer Trust
5 6 Northwood Family Office
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Corporate advisory for private banking clients
2014 2013 Bank
1 1 JPMorgan
2 2 Goldman Sachs
3 4= Morgan Stanley
4 6 Citi
5 RBC
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Philanthropy services
2014 2013 Bank
1 2 Northern Trust
2 1 JPMorgan
3 3 Merrill Lynch Wealth Management
4 4 Bessemer Trust
5 5 Citi
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