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Benchmarking

Private Banking and Wealth Management Survey 2013: Results index

The annual Private Banking and wealth management 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.

February 6, 2013

Private banking survey press release
Overall global awards

Best private banking services overall
Relationship management
Privacy and security
Range of investment products
Range of advisory services
Bespoke wealth planning

Global net-worth-specific services awards

Super affluent ($500,000 to $1 million)
High net worth I ($1 million to $10 million)
High net worth II ($10 million to $30 million)
Ultra high net worth (More than $30 million)

Global asset/product classes awards

Equity portfolio management
Fixed income portfolio management
Foreign exchange
Lending/financing solutions
Commodities investment
Precious metals investment
Real estate investment
Private equity investment
Structured products
Managed futures
Hedge fund investment
Luxury investment (non-art)

Global services awards

Family office services
Inheritance and succession planning
Trust services
Tax guidance and services
Offshore services
Corporate advisory for private banking clients
Islamic banking services
Philanthropy services
Yacht and aircraft financing

Global specialized services awards

Entrepreneurs
Corporate executives
Inherited wealth and business

View extended global results, including results by firm name


Regional awards
Western European regional awards

Best private banking services overall
Relationship management
Privacy and security
Range of investment products
Range of advisory services
Super affluent
High net worth I
High net worth II
Ultra high net worth
Family office services
Inheritance and succession planning

View extended Western European results

North American regional awards

Best private banking services overall
Relationship management
Privacy and security
Range of investment products
Range of advisory services
Super affluent
High net worth I
High net worth II
Ultra high net worth
Family office services
Inheritance and succession planning

View extended North American results

Asian regional awards

Best private banking services overall
Relationship management
Privacy and security
Range of investment products
Range of advisory services
Super affluent
High net worth I
High net worth II
Ultra high net worth
Family office services
Inheritance and succession planning

View extended Asian results

Latin American regional awards

Best private banking services overall
Relationship management
Privacy and security
Range of investment products
Range of advisory services
Super affluent
High net worth I
High net worth II
Ultra high net worth
Family office services
Inheritance and succession planning

View extended Latin American results

Nordic and Baltic regional awards

Best private banking services overall
Relationship management
Privacy and security
Range of investment products
Range of advisory services
Super affluent
High net worth I
High net worth II
Ultra high net worth
Family office services
Inheritance and succession planning

View extended Nordic and Baltic results

Central and eastern Europe regional awards

Best private banking services overall
Relationship management
Privacy and security
Range of investment products
Range of advisory services
Super affluent
High net worth I
High net worth II
Ultra high net worth
Family office services
Inheritance and succession planning

View extended CEE results

Middle Eastern regional awards

Best private banking services overall
Relationship management
Privacy and security
Range of investment products
Range of advisory services
Super affluent
High net worth I
High net worth II
Ultra high net worth
Family office services
Inheritance and succession planning

View extended Middle East results

Caribbean regional awards

Best private banking services overall
Relationship management
Privacy and security
Range of investment products
Range of advisory services
Super affluent
High net worth I
High net worth II
Ultra high net worth
Family office services
Inheritance and succession planning

View extended Caribbean results

Country results

View extended Country results


Methodology
Related articles
Tags Benchmarking Wealth Surveys and Awards Surveys Private Banking and Wealth Management Survey Index Page Survey results Feb-13

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