About the Private Banking Survey
The annual Private Banking survey provides a qualitative and quantitative review of the best services in private banking, by region and by areas of service. It is an informative guide for high net-worth individuals on the range of professional wealth management service providers that are available.
Factors such as assets under management, profitability, ratio of clients to relationship managers, and services offered, among other things, are all considered in developing the ranking of top private banks.
2012 Private Banking and Wealth Management Award categories:
Best private banking services overall I Relationship management I Privacy and security I Range of investment products I Range of advisory services I Bespoke Wealth Planning I Net-worth-specific services: Super affluent (US$ 500,000 to US$ 1 million), High Net Worth I (US$ 1 million to US$ 10 million), High Net Worth II (US$ 10 million to US$ 30 million), Ultra High Net Worth (Greater than US$ 30 million) I Equity portfolio management I Fixed income portfolio management I Foreign exchange I Lending/Financing Solutions I Commodities Investment I Precious metals investment I Real estate investment I Private equity investment I Structured products I Managed futures I Hedge fund investment I Luxury investment (non-art) I Family office services I Inheritance and succession planning I Trust services I Tax guidance and services I Offshore services I Corporate advisory for private banking clients I Islamic banking services I Philanthropy services I Yacht and Aircraft Financing I Art Banking and Numismatics I Specialized services: Entrepreneurs, Corporate executives, Inherited wealth and business
More on Private banking and global wealth management
Previous results
February 2011
Credit Suisse retained its position at the top of the global rankings in Euromoney’s latest private banking survey. But market share is hard fought for as firms seek out key opportunities in emerging markets and among ultra-high-net-worth clients. Helen Avery reports.
February 2010
The financial crisis and its reverberations have been felt dramatically across the private banking industry. The status quo has been altered and new leaders have emerged, as the Euromoney 2010 private banking poll reveals. Helen Avery reports.
February 2009
Private clients have traditionally been seen as stable money. But 2008 proved that axiom doesn’t always hold, as private banks attached to investment banks discovered.
January 2008
Private banks attached to investment banks have benefited from the access to balance sheet and innovative products that the relationship provides. But with Wall Street suffering dramatic losses as a result of sub-prime mortgage exposure, will that relationship be the private banks’ downfall? Helen Avery reports.
January 2007
Private banks have never had it so good. Every region in the world offers a growth opportunity. Clients want an ever-increasing array of products and services. This leads to intense competition, evident in Euromoney’s latest annual private banking survey. But is further consolidation inevitable? Helen Avery reports.
January 2006
Private banks are enjoying a period of growth as financial markets improve and global wealth increases. Long-term success will lie in offering a broader range of products linked to investment banking, while ensuring the high levels of service that clients now demand. Euromoney reports on the drivers of success in its annual survey.
January 2005
Its high industry rankings suggest that UBS's bold drive to build a private banking business onshore across Europe is paying off. The bank soars above the competition according to our second annual survey. But the cost has been substantial. And there remain plenty of niches in which its rivals can excel and turn good profits. Helen Avery reports.
January 2004
In the bull market it seemed that investment performance would determine the winners and losers in the fast-growing and newly transparent private wealth management industry. But what the wealthy most need is independent advice and
a sense of who is good at what. Euromoney surveys the best
providers. Peter Lee reports.
