Private Banking and Wealth Management Survey 2014: Methodology

For this survey, private banking is defined as banking services targeted at wealthy clients. The most obvious respondents would be customers, but given their desire for secrecy and the issues of finding a representative sample this was problematic. We have therefore asked the private banks themselves to identify the companies that they admire as the top providers of both competitive and non-competitive services. Participating private banks were sent an online questionnaire by email, or were able to access the questionnaire directly from the homepage at www.euromoney.com.

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For this survey, private banking is defined as banking services targeted at wealthy clients. The most obvious respondents would be customers, but given their desire for secrecy and the issues of finding a representative sample this was problematic. We have therefore asked the private banks themselves to identify the companies that they admire as the top providers of both competitive and non-competitive services.

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