Private Banking and Wealth Management Survey 2015: North America regional

. 

 Results index

 Full results

North America

Best private banking services overall

2015

2014

1

1

JPMorgan

2

3

Goldman Sachs

3

7

Morgan Stanley

4

6

UBS

5

10

Bessemer Trust

6

2

Merrill Lynch Wealth Management

7

11

Credit Suisse

8

4

Northern Trust

9

5

Wells Fargo

10

9

Citi

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Ultra high net-worth clients (>$30 million)

1

JPMorgan

2

Goldman Sachs

3

UBS

4

Credit Suisse

5

Bessemer Trust

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High net-worth clients ($5 million to $30 million)

1

Merrill Lynch Wealth Management

2

JPMorgan

3

Morgan Stanley

4

Goldman Sachs

5

UBS

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Super-affluent clients ($1 million to $5 million)

1

Merrill Lynch Wealth Management

2

Morgan Stanley

3

JPMorgan

4

UBS

5

Wells Fargo

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Asset management

1

JPMorgan

2

BlackRock

3

Goldman Sachs

4

RBC

5

Credit Suisse

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Investment banking capabilities

1

Goldman Sachs

2

Morgan Stanley

3

JPMorgan

4

Credit Suisse

5

Merrill Lynch Wealth Management

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Commercial banking capabilities

1

JPMorgan

2

Wells Fargo

3

Citi

4

Merrill Lynch Wealth Management

5

UBS

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Research/asset allocation

1

Goldman Sachs

2

JPMorgan

3

Merrill Lynch Wealth Management

4

UBS

5

Morgan Stanley

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Philanthropy/impact investing

1

JPMorgan

2

Merrill Lynch Wealth Management

3

Goldman Sachs

4

UBS

5

Wells Fargo

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International clients

1

UBS

2

Credit Suisse

3

Citi

4

JPMorgan

5

HSBC

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Succession planning/trusts

1

JPMorgan

2

Northern Trust

3

Merrill Lynch Wealth Management

4

Bessemer Trust

5

UBS

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