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

Latin 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

Latin America
Best private banking services overall
2014 2013 Bank
1 2 JPMorgan
2 3 Santander
3 4 Credit Suisse
4 1 Citi
5 7 Banco Itaú
6 5 UBS
7 8 BTG Pactual
8 11 BBVA
9 6 HSBC
10 13 Goldman Sachs
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Relationship management
2014 2013 Bank
1 1 JPMorgan
2 3 Santander
3 5 Banco Itaú
4 4 Citi
5 2 Credit Suisse
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Range of investment products
2014 2013 Bank
1 3 Santander
2 2 JPMorgan
3 6 Credit Suisse
4 1 Citi
5 9 Banco Itaú
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Range of advisory services
2014 2013 Bank
1 1 JPMorgan
2 5 Santander
3 2 Citi
4 3 Credit Suisse
5 7 Banco Itaú
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Net-worth-specific services
Super affluent clients
2014 2013 Bank
1 1 Santander
2 2 Citi
3 BBVA
4 6 Bradesco
5 5 Banco Itaú
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High net worth I clients
2014 2013 Bank
1 2 Santander
2 1 Citi
3 4 Banco Itaú
4 BBVA
5 3 HSBC
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High net worth II clients
2014 2013 Bank
1 1 JPMorgan
2 2 Credit Suisse
3 6 Banco Itaú
4 4 UBS
5 9 Goldman Sachs
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Ultra high net worth clients
2014 2013 Bank
1 1 JPMorgan
2 2 Credit Suisse
3 4 UBS
4 5 Goldman Sachs
5 9 Banco Itaú
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Equity portfolio management
2014 2013 Bank
1 1 JPMorgan
2 3 Santander
3 4 Credit Suisse
4 2 Citi
5 6 Merrill Lynch Wealth Management
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Fixed income portfolio management
2014 2013 Bank
1 1 Santander
2 4 JPMorgan
3 2 Citi
4 BBVA
5 6 Banco Itaú
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Family office services
2014 2013 Bank
1 2 JPMorgan
2 4 Santander
3 1 Credit Suisse
4 3 UBS
5 6 Citi
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Inheritance and succession planning
2014 2013 Bank
1 1 JPMorgan
2 5 Santander
3 2 UBS
4 4 Credit Suisse
5 6 HSBC
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Corporate advisory for private banking clients
2014 2013 Bank
1 2 JPMorgan
2 1 Citi
3 4 Santander
4 7 Banco Itaú
5 3 Credit Suisse
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Philanthropy services
2014 2013 Bank
1 1 UBS
2 2 JPMorgan
3 3 Credit Suisse
4 4 Citi
5 5 Santander
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