 |
| © 2019 Euromoney |
| Results index |
| Press release |
| Methodology |
| Related editorial |
| Use data from this survey |
Denmark
| Best Private Banking Services Overall | ||
| 2019 | 2018 | |
| 1 | 2 | Danske Bank |
| 2= | 3 | Nordea |
| 2= | 1 | Nykredit |
| 4 | 5= | Jyske Bank |
| 5 | 5= | Ringkjobing Landbobank |
| 6 | UBS | |
| 7 | 4 | Sydbank |
| 8 | 5= | Spar Nord Bank |
| 9= | Svenska Handelsbanken | |
| 9= | SEB | |
| 9= | Skandiabanken | |
| Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | 1= | Danske Bank |
| 2 | 3 | UBS |
| 3 | 1= | Nykredit |
| 4 | Nordea | |
| 5 | 5 | SEB |
| 6= | Goldman Sachs | |
| 6= | Sydbank | |
| 8 | Julius Baer | |
| 9= | Carnegie | |
| 9= | JPMorgan | |
| 9= | Skandiabanken | |
| 9= | Svenska Handelsbanken | |
| High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | 2 | Danske Bank |
| 2 | 1 | Nordea |
| 3 | 4 | Nykredit |
| 4 | UBS | |
| 5 | 5 | SEB |
| 6= | Jyske Bank | |
| 6= | Saxo Bank | |
| 8= | Ringkjobing Landbobank | |
| 8= | Svenska Handelsbanken | |
| 10 | Sparekassen Kronjylland | |
| Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
| 2019 | 2018 | |
| 1 | 2 | Danske Bank |
| 2 | 3 | Nordea |
| 3 | 1 | Nykredit |
| 4 | 5 | Ringkjobing Landbobank |
| 5 | Jyske Bank | |
| 6 | 4 | Sydbank |
| 7 | UBS | |
| 8 | Spar Nord Bank | |
| 9= | Avanza | |
| 9= | Svenska Handelsbanken | |
| Asset Management | ||
| 2019 | 2018 | |
| 1 | 5= | Danske Bank |
| 2 | UBS | |
| 3 | 1 | Nykredit |
| 4 | 3= | SEB |
| 5= | BlackRock | |
| 5= | 2 | Nordea |
| 7 | 3= | Carnegie |
| 8 | Goldman Sachs | |
| 9= | Aberdeen Standard Investments | |
| 9= | Julius Baer | |
| Family Office Services | ||
| 2019 | 2018 | |
| 1 | 1 | Danske Bank |
| 2 | 3 | UBS |
| 3 | 4 | Nykredit |
| 4 | 2 | Nordea |
| 5 | Rothschild | |
| 6 | Goldman Sachs | |
| 7 | UBP | |
| 8= | HSBC | |
| 8= | JPMorgan | |
| 8= | Lombard Odier | |
| 8= | Merrill Lynch Wealth Management | |
| 8= | PricewaterhouseCoopers | |
| 8= | The Family Office Co. | |
| Research and Asset Allocation Advice | ||
| 2019 | 2018 | |
| 1 | 2 | Danske Bank |
| 2 | 1 | Nordea |
| 3 | 3 | Nykredit |
| 4 | 5 | Goldman Sachs |
| 5= | Credit Suisse | |
| 5= | Merrill Lynch Wealth Management | |
| 7= | Julius Baer | |
| 7= | SEB | |
| 9 | BNP Paribas | |
| 10 | UBS | |
| Philanthropic Advice | ||
| 2019 | 2018 | |
| 1 | 1 | Nordea |
| 2 | 3= | Danske Bank |
| 3 | 3= | Credit Suisse |
| 4 | 2 | Nykredit |
| 5 | Rothschild | |
| 6 | 3= | UBS |
| 7 | UBP | |
| 8= | Jyske Bank | |
| 8= | Merrill Lynch Wealth Management | |
| 8= | Pictet | |
| ESG/Social Impact Investing | ||
| 2019 | 2018 | |
| 1 | 3 | Danske Bank |
| 2 | 1 | Nordea |
| 3 | 4 | Jyske Bank |
| 4 | 2 | Nykredit |
| 5 | UBS | |
| 6 | Rothschild | |
| 7 | UBP | |
| 8= | Julius Baer | |
| 8= | SEB | |
| 10= | Credito Agricola | |
| 10= | ING | |
| 10= | JPMorgan | |
| 10= | Pictet | |
| 10= | Schroders | |
| International Clients | ||
| 2019 | 2018 | |
| 1 | 2 | Danske Bank |
| 2 | Nykredit | |
| 3 | 1 | Nordea |
| 4= | Credit Suisse | |
| 4= | 4 | Jyske Bank |
| 6= | Morgan Stanley | |
| 6= | Nordnet | |
| 6= | 3 | UBS |
| 9 | Spar Nord Bank | |
| 10= | JPMorgan | |
| 10= | Svenska Handelsbanken | |
| Succession Planning Advice and Trusts | ||
| 2019 | 2018 | |
| 1 | 2 | Danske Bank |
| 2 | 1 | Nordea |
| 3 | 4 | Nykredit |
| 4 | 5 | Jyske Bank |
| 5 | UBS | |
| 6 | Rothschild | |
| 7 | 3 | Sydbank |
| 8 | UBP | |
| 9 | SEB | |
| 10= | ABN AMRO | |
| 10= | HSBC | |
| 10= | Pictet | |
| Technology | ||
| 2019 | 2018 | |
| 1 | 1 | Danske Bank |
| 2 | 2 | Nykredit |
| 3 | Nordea | |
| 4= | Credit Suisse | |
| 4= | 3 | Jyske Bank |
| 6= | UBS | |
| 6= | Morgan Stanley | |
| 6= | Nordnet | |
| 9 | Spar Nord Bank | |
| 10= | JPMorgan | |
| 10= | Svenska Handelsbanken | |
| top | ||
Finland
| Best Private Banking Services Overall | ||
| 2019 | 2018 | |
| 1 | 1 | Nordea |
| 2 | Taaleritehdas | |
| 3 | OP-Pohjola Group | |
| 4 | Danske Bank | |
| 5= | 2 | Evli |
| 5= | 3 | SEB |
| 7 | Svenska Handelsbanken | |
| 8= | Alandsbanken | |
| 8= | FIM | |
| 8= | Saastopankki (Finland) | |
| Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | 2 | Nordea |
| 2 | 3 | OP-Pohjola Group |
| 3 | SEB | |
| 4 | Evli | |
| 5 | Danske Bank | |
| 6 | Alandsbanken | |
| 7 | FIM | |
| 8= | Credit Suisse | |
| 8= | Deutsche Bank | |
| 10= | JPMorgan | |
| 10= | Korkia Asset Management Oy | |
| 10= | UBP | |
| 10= | 1 | UBS |
| High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | 2 | SEB |
| 2 | 1 | Nordea |
| 3 | 4 | OP-Pohjola Group |
| 4= | 5= | Danske Bank |
| 4= | Svenska Handelsbanken | |
| 6 | Taaleritehdas | |
| 7= | Alandsbanken | |
| 7= | 3 | Evli |
| 7= | United Bankers | |
| 10= | Credit Suisse | |
| 10= | FIM | |
| Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
| 2019 | 2018 | |
| 1 | Nordea | |
| 2= | 5 | Alandsbanken |
| 2= | 3 | OP-Pohjola Group |
| 4= | 4 | Danske Bank |
| 4= | SEB | |
| 4= | Taaleritehdas | |
| 7 | Saastopankki (Finland) | |
| 8= | Aktia | |
| 8= | Svenska Handelsbanken | |
| 10= | Deutsche Bank | |
| 10= | Korkia Asset Management Oy | |
| 10= | LahiTapiola | |
| Asset Management | ||
| 2019 | 2018 | |
| 1 | 1 | Nordea |
| 2 | 5 | Danske Bank |
| 3 | 2 | SEB |
| 4 | OP-Pohjola Group | |
| 5= | 3 | Evli |
| 5= | Taaleritehdas | |
| 7 | FIM | |
| 8 | Deutsche Bank | |
| 9= | Aktia | |
| 9= | EQ | |
| Family Office Services | ||
| 2019 | 2018 | |
| 1 | 2 | Nordea |
| 2= | OP-Pohjola Group | |
| 2= | 5 | SEB |
| 4 | Alandsbanken | |
| 5= | FIM | |
| 5= | Taaleritehdas | |
| 7= | 1 | Aval Family Office |
| 7= | Credit Suisse | |
| 7= | 3 | UBS |
| 10 | Aktia | |
| Research and Asset Allocation Advice | ||
| 2019 | 2018 | |
| 1 | 1= | Nordea |
| 2 | 6= | SEB |
| 3= | 5 | Aktia |
| 3= | 4 | OP-Pohjola Group |
| 5 | 3 | Danske Bank |
| 6 | Svenska Handelsbanken | |
| 7 | 1= | Evli |
| 8 | Nordnet | |
| 9 | United Bankers | |
| 10= | Carnegie | |
| 10= | Credit Suisse | |
| 10= | JPMorgan | |
| 10= | Merrill Lynch Wealth Management | |
| 10= | Saastopankki (Finland) | |
| Philanthropic Advice | ||
| 2019 | 2018 | |
| 1 | 3 | Aktia |
| 2 | 1 | Alandsbanken |
| 3 | Nordea | |
| 4 | 4 | Credit Suisse |
| 5 | 2 | UBS |
| 6= | Danske Bank | |
| 6= | OP-Pohjola Group | |
| 8 | 5 | SEB |
| 9= | FIM | |
| 9= | Taaleritehdas | |
| ESG/Social Impact Investing | ||
| 2019 | 2018 | |
| 1 | 4 | SEB |
| 2 | 2 | Nordea |
| 3 | OP-Pohjola Group | |
| 4 | Danske Bank | |
| 5= | 1 | Alandsbanken |
| 5= | 5 | Evli |
| 7= | 3 | Aktia |
| 7= | Svenska Handelsbanken | |
| 9 | Taaleritehdas | |
| 10 | RobecoSAM | |
| International Clients | ||
| 2019 | 2018 | |
| 1 | 2 | Nordea |
| 2= | 5= | Danske Bank |
| 2= | Nordnet | |
| 4 | Evli | |
| 5 | OP-Pohjola Group | |
| 6 | S-Pankki | |
| 7= | 3 | SEB |
| 7= | Taaleritehdas | |
| 9 | Credit Suisse | |
| 10= | 1 | UBS |
| 10= | Personal Capital | |
| 10= | Saxo Bank | |
| Succession Planning Advice and Trusts | ||
| 2019 | 2018 | |
| 1 | Aktia | |
| 2 | Nordea | |
| 3 | 5= | OP-Pohjola Group |
| 4 | Alandsbanken | |
| 5 | 5= | UBS |
| 6 | 5= | Danske Bank |
| 7 | Credit Suisse | |
| 8 | FIM | |
| 9 | Taaleritehdas | |
| 10= | 3= | Aval Family Office |
| 10= | LahiTapiola | |
| 10= | PricewaterhouseCoopers | |
| Technology | ||
| 2019 | 2018 | |
| 1 | Nordea | |
| 2= | 5 | Danske Bank |
| 2= | 6 | Nordnet |
| 4 | 1 | Evli |
| 5 | 2= | OP-Pohjola Group |
| 6 | S-Pankki | |
| 7= | SEB | |
| 7= | Taaleritehdas | |
| 9 | Credit Suisse | |
| 10= | 2= | UBS |
| 10= | Personal Capital | |
| 10= | Saxo Bank | |
| France | ||
| Best Private Banking Services Overall | ||
| 2019 | 2018 | |
| 1 | 1 | BNP Paribas |
| 2 | 2 | Rothschild |
| 3 | 4 | JPMorgan |
| 4 | 3 | UBS |
| 5 | Credit Suisse | |
| 6 | Societe Generale | |
| 7 | Oddo & Cie | |
| 8 | 5 | Credit Mutuel – CIC Group |
| 9= | Edmond de Rothschild Group | |
| 9= | HSBC | |
| 9= | Neuflize OBC (ABN AMRO) | |
| Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | 1 | JPMorgan |
| 2 | 2 | BNP Paribas |
| 3 | 3 | Rothschild |
| 4 | 4 | UBS |
| 5 | Credit Suisse | |
| 6 | Pictet | |
| 7= | Goldman Sachs | |
| 7= | Societe Generale | |
| 9= | 5 | Edmond de Rothschild Group |
| 9= | HSBC | |
| High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | 1 | BNP Paribas |
| 2 | 2 | Rothschild |
| 3 | 3 | UBS |
| 4 | 6= | Credit Suisse |
| 5 | JPMorgan | |
| 6= | Credit Mutuel – CIC Group | |
| 6= | 6= | HSBC |
| 8 | 6= | Societe Generale |
| 9= | Deutsche Bank | |
| 9= | 4= | Neuflize OBC (ABN AMRO) |
| Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
| 2019 | 2018 | |
| 1 | 1 | BNP Paribas |
| 2 | 2 | Societe Generale |
| 3 | Credit Suisse | |
| 4= | Rothschild | |
| 4= | 4= | UBS |
| 6 | Neuflize OBC (ABN AMRO) | |
| 7 | Oddo & Cie | |
| 8 | Credit Agricole | |
| 8 | 6 | HSBC |
| 10 | AXA | |
| Asset Management | ||
| 2019 | 2018 | |
| 1 | 3 | Amundi |
| 2 | JPMorgan | |
| 3 | 2 | BlackRock |
| 4 | 1 | BNP Paribas |
| 5 | Pictet | |
| 6= | Deutsche Bank | |
| 6= | Oddo & Cie | |
| 8 | 4 | AXA |
| 9= | Credit Suisse | |
| 9= | Rothschild | |
| Family Office Services | ||
| 2019 | 2018 | |
| 1 | 1 | Rothschild |
| 2 | 2 | BNP Paribas |
| 3 | Credit Suisse | |
| 4 | Lombard Odier | |
| 5 | 3 | JPMorgan |
| 6 | 5= | UBS |
| 7 | 5= | Pictet |
| 8= | HSBC | |
| 8= | Oddo & Cie | |
| 10= | AXA | |
| 10= | Neuflize OBC (ABN AMRO) | |
| Research and Asset Allocation Advice | ||
| 2019 | 2018 | |
| 1 | 5 | JPMorgan |
| 2 | 1 | BNP Paribas |
| 3 | UBS | |
| 4 | Credit Suisse | |
| 5 | Morgan Stanley | |
| 6 | Rothschild | |
| 7 | Oddo & Cie | |
| 8 | Deutsche Bank | |
| 9 | 2 | Pictet |
| 10= | AXA | |
| 10= | 4 | Goldman Sachs |
| 10= | 3 | Societe Generale |
| Philanthropic Advice | ||
| 2019 | 2018 | |
| 1 | 1 | BNP Paribas |
| 2 | 2 | Neuflize OBC (ABN AMRO) |
| 3 | 5= | Rothschild |
| 4 | Oddo & Cie | |
| 5 | JPMorgan | |
| 6 | 5= | Credit Suisse |
| 7 | 4 | UBS |
| 8 | Edmond de Rothschild Group | |
| 9= | ABN AMRO | |
| 9= | Charities Aid Foundation (CAF) | |
| 9= | HSBC | |
| 9= | Mirabaud | |
| 9= | 3 | Pictet |
| 9= | Santander | |
| 9= | UBP | |
| ESG/Social Impact Investing | ||
| 2019 | 2018 | |
| 1 | 1 | BNP Paribas |
| 2 | Credit Suisse | |
| 3 | ABN AMRO | |
| 4 | 3 | Pictet |
| 5= | 4 | HSBC |
| 5= | JPMorgan | |
| 5= | Oddo & Cie | |
| 5= | UBS | |
| 9 | 2 | Societe Generale |
| 10= | Neuflize OBC (ABN AMRO) | |
| 10= | Rothschild | |
| International Clients | ||
| 2019 | 2018 | |
| 1 | 2 | BNP Paribas |
| 2 | 5 | JPMorgan |
| 3 | Credit Suisse | |
| 4= | 1 | HSBC |
| 4= | 4 | Pictet |
| 6 | UBS | |
| 7 | Deutsche Bank | |
| 8= | BlackRock | |
| 8= | Lombard Odier | |
| 10 | Avaloq | |
| Succession Planning Advice and Trusts | ||
| 2019 | 2018 | |
| 1 | 2 | BNP Paribas |
| 2 | 3= | Rothschild |
| 3 | 1 | UBS |
| 4= | 5 | JPMorgan |
| 4= | 6= | Neuflize OBC (ABN AMRO) |
| 6 | 3= | Credit Suisse |
| 7 | Pictet | |
| 8 | 6= | HSBC |
| 9 | ABN AMRO | |
| 10= | 6= | Edmond de Rothschild Group |
| 10= | Lazard | |
| 10= | Societe Generale | |
| Technology | ||
| 2019 | 2018 | |
| 1 | 1 | BNP Paribas |
| 2 | JPMorgan | |
| 3 | 3= | Credit Suisse |
| 4= | 3= | UBS |
| 4= | HSBC | |
| 4= | Pictet | |
| 7 | Deutsche Bank | |
| 8= | BlackRock | |
| 8= | 5 | Lombard Odier |
| 10 | Avaloq | |
| top | ||
France
| Best Private Banking Services Overall | ||
| 2019 | 2018 | |
| 1 | 1 | BNP Paribas |
| 2 | 2 | Rothschild |
| 3 | 4 | JPMorgan |
| 4 | 3 | UBS |
| 5 | Credit Suisse | |
| 6 | Societe Generale | |
| 7 | Oddo & Cie | |
| 8 | 5 | Credit Mutuel – CIC Group |
| 9= | Edmond de Rothschild Group | |
| 9= | HSBC | |
| 9= | Neuflize OBC (ABN AMRO) | |
| Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | 1 | JPMorgan |
| 2 | 2 | BNP Paribas |
| 3 | 3 | Rothschild |
| 4 | 4 | UBS |
| 5 | Credit Suisse | |
| 6 | Pictet | |
| 7= | Goldman Sachs | |
| 7= | Societe Generale | |
| 9= | 5 | Edmond de Rothschild Group |
| 9= | HSBC | |
| High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | 1 | BNP Paribas |
| 2 | 2 | Rothschild |
| 3 | 3 | UBS |
| 4 | 6= | Credit Suisse |
| 5 | JPMorgan | |
| 6= | Credit Mutuel – CIC Group | |
| 6= | 6= | HSBC |
| 8 | 6= | Societe Generale |
| 9= | Deutsche Bank | |
| 9= | 4= | Neuflize OBC (ABN AMRO) |
| Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
| 2019 | 2018 | |
| 1 | 1 | BNP Paribas |
| 2 | 2 | Societe Generale |
| 3 | Credit Suisse | |
| 4= | Rothschild | |
| 4= | 4= | UBS |
| 6 | Neuflize OBC (ABN AMRO) | |
| 7 | Oddo & Cie | |
| 8 | Credit Agricole | |
| 8 | 6 | HSBC |
| 10 | AXA | |
| Asset Management | ||
| 2019 | 2018 | |
| 1 | 3 | Amundi |
| 2 | JPMorgan | |
| 3 | 2 | BlackRock |
| 4 | 1 | BNP Paribas |
| 5 | Pictet | |
| 6= | Deutsche Bank | |
| 6= | Oddo & Cie | |
| 8 | 4 | AXA |
| 9= | Credit Suisse | |
| 9= | Rothschild | |
| Family Office Services | ||
| 2019 | 2018 | |
| 1 | 1 | Rothschild |
| 2 | 2 | BNP Paribas |
| 3 | Credit Suisse | |
| 4 | Lombard Odier | |
| 5 | 3 | JPMorgan |
| 6 | 5= | UBS |
| 7 | 5= | Pictet |
| 8= | HSBC | |
| 8= | Oddo & Cie | |
| 10= | AXA | |
| 10= | Neuflize OBC (ABN AMRO) | |
| Research and Asset Allocation Advice | ||
| 2019 | 2018 | |
| 1 | 5 | JPMorgan |
| 2 | 1 | BNP Paribas |
| 3 | UBS | |
| 4 | Credit Suisse | |
| 5 | Morgan Stanley | |
| 6 | Rothschild | |
| 7 | Oddo & Cie | |
| 8 | Deutsche Bank | |
| 9 | 2 | Pictet |
| 10= | AXA | |
| 10= | 4 | Goldman Sachs |
| 10= | 3 | Societe Generale |
| Philanthropic Advice | ||
| 2019 | 2018 | |
| 1 | 1 | BNP Paribas |
| 2 | 2 | Neuflize OBC (ABN AMRO) |
| 3 | 5= | Rothschild |
| 4 | Oddo & Cie | |
| 5 | JPMorgan | |
| 6 | 5= | Credit Suisse |
| 7 | 4 | UBS |
| 8 | Edmond de Rothschild Group | |
| 9= | ABN AMRO | |
| 9= | Charities Aid Foundation (CAF) | |
| 9= | HSBC | |
| 9= | Mirabaud | |
| 9= | 3 | Pictet |
| 9= | Santander | |
| 9= | UBP | |
| ESG/Social Impact Investing | ||
| 2019 | 2018 | |
| 1 | 1 | BNP Paribas |
| 2 | Credit Suisse | |
| 3 | ABN AMRO | |
| 4 | 3 | Pictet |
| 5= | 4 | HSBC |
| 5= | JPMorgan | |
| 5= | Oddo & Cie | |
| 5= | UBS | |
| 9 | 2 | Societe Generale |
| 10= | Neuflize OBC (ABN AMRO) | |
| 10= | Rothschild | |
| International Clients | ||
| 2019 | 2018 | |
| 1 | 2 | BNP Paribas |
| 2 | 5 | JPMorgan |
| 3 | Credit Suisse | |
| 4= | 1 | HSBC |
| 4= | 4 | Pictet |
| 6 | UBS | |
| 7 | Deutsche Bank | |
| 8= | BlackRock | |
| 8= | Lombard Odier | |
| 10 | Avaloq | |
| Succession Planning Advice and Trusts | ||
| 2019 | 2018 | |
| 1 | 2 | BNP Paribas |
| 2 | 3= | Rothschild |
| 3 | 1 | UBS |
| 4= | 5 | JPMorgan |
| 4= | 6= | Neuflize OBC (ABN AMRO) |
| 6 | 3= | Credit Suisse |
| 7 | Pictet | |
| 8 | 6= | HSBC |
| 9 | ABN AMRO | |
| 10= | 6= | Edmond de Rothschild Group |
| 10= | Lazard | |
| 10= | Societe Generale | |
| Technology | ||
| 2019 | 2018 | |
| 1 | 1 | BNP Paribas |
| 2 | JPMorgan | |
| 3 | 3= | Credit Suisse |
| 4= | 3= | UBS |
| 4= | HSBC | |
| 4= | Pictet | |
| 7 | Deutsche Bank | |
| 8= | BlackRock | |
| 8= | 5 | Lombard Odier |
| 10 | Avaloq | |
| top | ||
Germany
| Best Private Banking Services Overall | ||
| 2019 | 2018 | |
| 1 | 1 | UBS |
| 2 | 2 | Deutsche Bank |
| 3 | Julius Baer | |
| 4= | 3 | Berenberg Bank |
| 4= | 6= | Pictet |
| 6= | 4= | Bethmann Bank (ABN AMRO) |
| 6= | Metzler | |
| 8= | 6= | JPMorgan |
| 8= | Oddo & Cie | |
| 10 | Goldman Sachs | |
| Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | 1 | UBS |
| 2 | 2 | Deutsche Bank |
| 3 | 3= | Goldman Sachs |
| 4 | 6= | JPMorgan |
| 5 | 3= | Pictet |
| 6 | 5 | Metzler |
| 7 | Credit Suisse | |
| 8 | Julius Baer | |
| 9 | BNP Paribas | |
| 10= | 6= | Berenberg Bank |
| 10= | Flossbach von Storch | |
| 10= | UniCredit | |
| High Net Worth clients (US$ 5 million to US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | 1= | UBS |
| 2 | 1= | Deutsche Bank |
| 3 | 4 | Metzler |
| 4 | 5= | Julius Baer |
| 5= | Bethmann Bank (ABN AMRO) | |
| 5= | JPMorgan | |
| 5= | Pictet | |
| 8= | 3 | Berenberg Bank |
| 8= | UniCredit | |
| 10= | BNP Paribas | |
| 10= | Flossbach von Storch | |
| Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
| 2019 | 2018 | |
| 1 | 1 | Deutsche Bank |
| 2 | 3 | UBS |
| 3= | 4 | Metzler |
| 3= | UniCredit | |
| 5 | 2 | Commerzbank |
| 6 | Julius Baer | |
| 7 | 5 | Berenberg Bank |
| 8= | Bethmann Bank (ABN AMRO) | |
| 8= | Credit Suisse | |
| 10 | JPMorgan | |
| Asset Management | ||
| 2019 | 2018 | |
| 1 | 1 | Deutsche Bank |
| 2 | 2 | BlackRock |
| 3 | 3 | UBS |
| 4= | 5 | JPMorgan |
| 4= | 4 | Pictet |
| 6= | Allianz | |
| 6= | BNP Paribas | |
| 8= | Flossbach von Storch | |
| 8= | Morgan Stanley | |
| 8= | UniCredit | |
| Family Office Services | ||
| 2019 | 2018 | |
| 1 | 1 | Deutsche Bank |
| 2= | 4 | HQ Trust |
| 2= | 2 | UBS |
| 4 | Oddo & Cie | |
| 5= | Hartz Regehr & Partner | |
| 5= | JPMorgan | |
| 7 | Goldman Sachs | |
| 8 | M.M.Warburg & CO | |
| 9 | UniCredit | |
| 10 | Metzler | |
| Research and Asset Allocation Advice | ||
| 2019 | 2018 | |
| 1 | 3 | JPMorgan |
| 2 | 1 | Deutsche Bank |
| 3 | 2 | UBS |
| 4 | 4= | Goldman Sachs |
| 5 | Berenberg Bank | |
| 6 | 4= | Bethmann Bank (ABN AMRO) |
| 7 | Morgan Stanley | |
| 8= | BlackRock | |
| 8= | Merrill Lynch Wealth Management | |
| 10= | Commerzbank | |
| 10= | DZ Bank | |
| 10= | Exane | |
| 10= | Flossbach von Storch | |
| Philanthropic Advice | ||
| 2019 | 2018 | |
| 1 | 2 | Deutsche Bank |
| 2 | 1 | UBS |
| 3 | Credit Suisse | |
| 4= | Bethmann Bank (ABN AMRO) | |
| 4= | UniCredit | |
| 6 | JPMorgan | |
| 7 | LBBW | |
| 8 | Bank J. Safra Sarasin | |
| 9 | Commerzbank | |
| 10= | Amundi | |
| 10= | 5 | Berenberg Bank |
| 10= | 4 | Pictet |
| 10= | Zurcher Kantonalbank | |
| ESG/Social Impact Investing | ||
| 2019 | 2018 | |
| 1= | 2 | UBS |
| 1= | 1 | Deutsche Bank |
| 3= | Bethmann Bank (ABN AMRO) | |
| 3= | Credit Suisse | |
| 3= | 3 | Pictet |
| 3= | UniCredit | |
| 7 | Bank J. Safra Sarasin | |
| 8 | JPMorgan | |
| 9 | Bankhaus Lampe | |
| 10= | Allianz | |
| 10= | BlackRock | |
| 10= | Hauck & Aufhauser | |
| 10= | Julius Baer | |
| International Clients | ||
| 2019 | 2018 | |
| 1 | 2 | Deutsche Bank |
| 2 | 1 | UBS |
| 3 | Commerzbank | |
| 4 | 4 | JPMorgan |
| 5= | Bethmann Bank (ABN AMRO) | |
| 5= | 5 | Goldman Sachs |
| 7 | UniCredit | |
| 8 | 3 | HSBC |
| 9= | HQ Trust | |
| 9= | ING | |
| Succession Planning Advice and Trusts | ||
| 2019 | 2018 | |
| 1 | 1 | Deutsche Bank |
| 2 | 2 | UBS |
| 3 | 3= | Bethmann Bank (ABN AMRO) |
| 4 | Credit Suisse | |
| 5 | UniCredit | |
| 6= | HQ Trust | |
| 6= | M.M.Warburg & CO | |
| 8= | Feri | |
| 8= | 3= | HSBC |
| 8= | JPMorgan | |
| 8= | 5 | Metzler |
| 8= | Oddo & Cie | |
| Technology | ||
| 2019 | 2018 | |
| 1 | 1 | Deutsche Bank |
| 2 | 2 | UBS |
| 3 | 3 | Commerzbank |
| 4 | JPMorgan | |
| 5= | Bethmann Bank (ABN AMRO) | |
| 5= | 4 | Goldman Sachs |
| 7 | 5= | UniCredit |
| 8 | 5= | HSBC |
| 9= | 5= | HQ Trust |
| 9= | ING | |
| top | ||
Greece
| Best Private Banking Services Overall | ||
| 2019 | 2018 | |
| 1 | 2 | Credit Suisse |
| 2 | 3 | UBS |
| 3 | 1 | JPMorgan |
| 4= | EFG International | |
| 4= | 5 | Eurobank |
| 6= | Berenberg Bank | |
| 6= | Citi | |
| 8 | 4 | National Bank of Greece |
| 9= | Alpha Bank | |
| 9= | Julius Baer | |
| Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | 3 | Credit Suisse |
| 2 | 2 | UBS |
| 3 | 1 | JPMorgan |
| 4 | EFG International | |
| 5 | Berenberg Bank | |
| 6= | Citi | |
| 6= | Eurobank | |
| 8 | Deutsche Bank | |
| 9= | 5 | Goldman Sachs |
| 9= | 4 | National Bank of Greece |
| 9= | Pictet | |
| High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | 1 | Credit Suisse |
| 2 | 2 | UBS |
| 3 | EFG International | |
| 4 | Deutsche Bank | |
| 5= | 4 | Eurobank |
| 5= | JPMorgan | |
| 7= | 3 | National Bank of Greece |
| 7= | Pictet | |
| 9= | 5 | Julius Baer |
| 9= | Morgan Stanley | |
| Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
| 2019 | 2018 | |
| 1 | EFG International | |
| 2 | 2 | Credit Suisse |
| 3 | 6 | Eurobank |
| 4 | UBS | |
| 5 | 1 | National Bank of Greece |
| 6 | Deutsche Bank | |
| 7 | 3= | Julius Baer |
| 8= | BNP Paribas | |
| 8= | Morgan Stanley | |
| 8= | 3= | Piraeus Bank |
| Asset Management | ||
| 2019 | 2018 | |
| 1= | 1= | Pictet |
| 1= | Pimco | |
| 3 | BlackRock | |
| 4= | 5 | Credit Suisse |
| 4= | 7 | Eurobank |
| 4= | 4 | JPMorgan |
| 7= | Amundi | |
| 7= | EFG International | |
| 9 | BNP Paribas | |
| 10 | Deutsche Bank | |
| Family Office Services | ||
| 2019 | 2018 | |
| 1 | 2 | Credit Suisse |
| 2= | EFG International | |
| 2= | 1 | UBS |
| 4 | Coutts | |
| 5 | 3 | Eurobank |
| 6 | Deutsche Bank | |
| 7= | Barclays | |
| 7= | Citi | |
| 7= | 4= | JPMorgan |
| 10= | ABN AMRO | |
| 10= | Berenberg Bank | |
| 10= | Midas Asset Management | |
| 10= | National Bank of Greece | |
| Research and Asset Allocation Advice | ||
| 2019 | 2018 | |
| 1 | 2 | Credit Suisse |
| 2 | 1 | UBS |
| 3 | Lombard Odier | |
| 4= | 4= | Deutsche Bank |
| 4= | 7 | Eurobank |
| 4= | 3 | JPMorgan |
| 4= | 4= | National Bank of Greece |
| 8= | ABN AMRO | |
| 8= | EFG International | |
| 10= | Barclays | |
| 10= | BlackRock | |
| 10= | Citi | |
| Philanthropic Advice | ||
| 2019 | 2018 | |
| 1= | ABN AMRO | |
| 1= | Credit Suisse | |
| 3 | 1 | UBS |
| 4= | Coutts | |
| 4= | Julius Baer | |
| 6 | JPMorgan | |
| 7 | Barclays | |
| 8= | Allianz | |
| 8= | Berenberg Bank | |
| 8= | Pictet | |
| ESG/Social Impact Investing | ||
| 2019 | 2018 | |
| 1 | Credit Suisse | |
| 2 | 1 | UBS |
| 3 | BNP Paribas | |
| 4 | Citi | |
| 5= | BlackRock | |
| 5= | Deutsche Bank | |
| 7= | ABN AMRO | |
| 7= | Barclays | |
| 7= | Berenberg Bank | |
| 7= | Blackstone | |
| 7= | Zurcher Kantonalbank | |
| International Clients | ||
| 2019 | 2018 | |
| 1 | 1= | UBS |
| 2 | Credit Suisse | |
| 3 | ABN AMRO | |
| 4= | BBVA | |
| 4= | 1= | JPMorgan |
| 6= | BNP Paribas | |
| 6= | 4= | Citi |
| 8= | Berenberg Bank | |
| 8= | EFG International | |
| 8= | Franklin Templeton Investments | |
| 8= | HSBC | |
| 8= | Pictet | |
| 8= | 4= | Piraeus Bank |
| Succession Planning Advice and Trusts | ||
| 2019 | 2018 | |
| 1 | 2 | Credit Suisse |
| 2 | 1 | UBS |
| 3 | JPMorgan | |
| 4 | Barclays | |
| 5 | ABN AMRO | |
| 6 | Pictet | |
| 7 | Citi | |
| 8= | Coutts | |
| 8= | EFG International | |
| 10= | BBVA | |
| 10= | BNP Paribas | |
| 10= | Deutsche Bank | |
| 10= | Societe Generale | |
| Technology | ||
| 2019 | 2018 | |
| 1 | 1 | UBS |
| 2 | 5 | Credit Suisse |
| 3 | ABN AMRO | |
| 4= | BBVA | |
| 4= | JPMorgan | |
| 6= | BNP Paribas | |
| 6= | Citi | |
| 8= | Berenberg Bank | |
| 8= | EFG International | |
| 8= | Franklin Templeton Investments | |
| 8= | HSBC | |
| 8= | Pictet | |
| 8= | 4 | Piraeus Bank |
| top | ||
Guernsey
| Best Private Banking Services Overall | ||
| 2019 | 2018 | |
| 1 | 2 | Julius Baer |
| 2= | Butterfield Bank | |
| 2= | 4= | Investec |
| 2= | Skipton International | |
| 5= | Deutsche Bank | |
| 5= | Rothschild | |
| 7= | Canaccord Genuity | |
| 7= | Societe Generale | |
| 9= | Cazenove Capital (Schroders) | |
| 9= | Bank J. Safra Sarasin | |
| 9= | Northern Trust | |
| Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | 2 | Rothschild |
| 2 | 3 | Julius Baer |
| 3 | 4= | RBC |
| 4= | ABN AMRO | |
| 4= | JPMorgan | |
| 4= | Lloyds Bank | |
| 4= | 4= | RBS |
| 4= | 6 | Societe Generale |
| 4= | UBS | |
| 10= | BNP Paribas | |
| 10= | Canaccord Genuity | |
| 10= | Cazenove Capital (Schroders) | |
| 10= | Skipton International | |
| High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | Julius Baer | |
| 2 | Societe Generale | |
| 3 | Butterfield Bank | |
| 4 | Schroders | |
| 5 | Canaccord Genuity | |
| 6= | Deutsche Bank | |
| 6= | EFG International | |
| 8= | Barclays | |
| 8= | Bank J. Safra Sarasin | |
| 8= | Skipton International | |
| 8= | UBS | |
| Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
| 2019 | 2018 | |
| 1 | Canaccord Genuity | |
| 2= | Bank J. Safra Sarasin | |
| 2= | UBS | |
| 4= | EFG International | |
| 4= | 1 | HSBC |
| 6= | Northern Trust | |
| 6= | RBC | |
| 6= | RBS | |
| 9= | 2 | ABN AMRO |
| 9= | 5= | BNP Paribas |
| 9= | 5= | Investec |
| 9= | Ravenscroft | |
| Asset Management | ||
| 2019 | 2018 | |
| 1 | 2= | Julius Baer |
| 2= | Butterfield Bank | |
| 2= | 9= | Canaccord Genuity |
| 2= | HSBC | |
| 2= | JPMorgan | |
| 2= | 2= | Ravenscroft |
| 7 | RBC | |
| 8= | 1 | ABN AMRO |
| 8= | Lloyds Bank | |
| 8= | Rabobank | |
| 8= | 4= | Rothschild |
| 8= | Schroders | |
| Family Office Services | ||
| 2019 | 2018 | |
| 1 | 3 | Rothschild |
| 2 | Butterfield Bank | |
| 3= | Deutsche Bank | |
| 3= | EFG International | |
| 3= | HSBC | |
| 3= | Investec | |
| 3= | 2 | RBC |
| 3= | Trust Corporation of the Channel Islands | |
| 9= | Acquitaine Trust | |
| 9= | BNP Paribas | |
| 9= | Northern Trust | |
| 9= | Bank J. Safra Sarasin | |
| Research and Asset Allocation Advice | ||
| 2019 | 2018 | |
| 1= | 2= | Barclays |
| 1= | JPMorgan | |
| 1= | Julius Baer | |
| 4 | 4 | HSBC |
| 5= | ABN AMRO | |
| 5= | Investec | |
| 7 | Deutsche Bank | |
| 8= | BNP Paribas | |
| 8= | Cazenove Capital (Schroders) | |
| 8= | First Rand Bank | |
| 8= | 1 | Ravenscroft |
| 8= | Societe Generale | |
| Philanthropic Advice | ||
| 2019 | 2018 | |
| 1 | Julius Baer | |
| 2 | Bank J. Safra Sarasin | |
| 3 | JPMorgan | |
| 4= | Butterfield Bank | |
| 4= | First Rand Bank | |
| 4= | 5= | HSBC |
| 4= | Northern Trust | |
| 4= | Praxis | |
| 4= | Rawlinson & Hunter | |
| 10= | 4 | Deutsche Bank |
| 10= | EFG International | |
| 10= | Investec | |
| 10= | Lloyds Bank | |
| ESG/Social Impact Investing | ||
| 2019 | 2018 | |
| 1 | Julius Baer | |
| 2= | ABN AMRO | |
| 2= | JPMorgan | |
| 4= | BNP Paribas | |
| 4= | Goldman Sachs | |
| 4= | Investec | |
| 4= | Bank J. Safra Sarasin | |
| 4= | Northern Trust | |
| 4= | Skipton International | |
| 10= | Butterfield Bank | |
| 10= | EFG International | |
| 10= | RBC | |
| International Clients | ||
| 2019 | 2018 | |
| 1 | 1 | HSBC |
| 2 | Praxis | |
| 3 | Butterfield Bank | |
| 4 | 5 | RBS |
| 5= | ABN AMRO | |
| 5= | BDO International | |
| 5= | EFG International | |
| 5= | First Rand Bank | |
| 5= | 4 | Lloyds Bank |
| 10 | Skipton International | |
| Succession Planning Advice and Trusts | ||
| 2019 | 2018 | |
| 1 | 2 | intertrust |
| 2= | 4= | Butterfield Bank |
| 2= | Praxis | |
| 4= | BNP Paribas | |
| 4= | Capita | |
| 4= | FirstRand Bank (CI) | |
| 4= | 7= | Rawlinson & Hunter |
| 4= | Rothschild | |
| 9= | BDO International | |
| 9= | Deutsche Bank | |
| 9= | Nerine | |
| Technology | ||
| 2019 | 2018 | |
| 1= | 3= | HSBC |
| 1= | Praxis | |
| 3 | Butterfield Bank | |
| 4 | 2 | RBS |
| 5= | ABN AMRO | |
| 5= | BDO International | |
| 5= | EFG International | |
| 5= | First Rand Bank | |
| 5= | Lloyds Bank | |
| 10 | 3= | Skipton International |
| top | ||
Hong Kong
| Best Private Banking Services Overall | ||
| 2019 | 2018 | |
| 1 | 1 | UBS |
| 2 | 2 | Credit Suisse |
| 3= | Citi | |
| 3= | Hang Seng Bank | |
| 5 | 3 | BNP Paribas |
| 6= | 5 | JPMorgan |
| 6= | Maybank | |
| 8 | 4 | HSBC |
| 9 | Julius Baer | |
| 10= | ABN AMRO | |
| 10= | DBS Bank | |
| 10= | LGT | |
| Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | 2 | JPMorgan |
| 2 | 1 | UBS |
| 3 | 3 | Goldman Sachs |
| 4 | Credit Suisse | |
| 5 | 4 | BNP Paribas |
| 6 | Hang Seng Bank | |
| 7 | Citi | |
| 8 | ICBC | |
| 9 | Bank of China | |
| 10 | LGT | |
| High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | 2 | Credit Suisse |
| 2 | 1 | UBS |
| 3= | 3 | BNP Paribas |
| 3= | 4 | HSBC |
| 5 | Hang Seng Bank | |
| 6= | China Construction Bank | |
| 6= | DBS Bank | |
| 6= | Julius Baer | |
| 9 | China CITIC Bank | |
| 10= | 5 | Citi |
| 10= | LGT | |
| Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
| 2019 | 2018 | |
| 1 | Citi | |
| 2 | Hang Seng Bank | |
| 3= | 3 | BNP Paribas |
| 3= | UBS | |
| 5 | 4 | Bank of Singapore |
| 6 | 2 | DBS Bank |
| 7 | 1 | HSBC |
| 8 | LGT | |
| 9 | Julius Baer | |
| 10 | Bank of China | |
| Asset Management | ||
| 2019 | 2018 | |
| 1 | 3 | BlackRock |
| 2 | 1 | JPMorgan |
| 3 | UBS | |
| 4 | 4= | BNP Paribas |
| 5 | 4= | Fidelity Investments |
| 6 | Credit Suisse | |
| 7= | Allianz | |
| 7= | Schroders | |
| 9= | AllianceBernstein | |
| 9= | Franklin Templeton Investments | |
| 9= | Hang Seng Bank | |
| 9= | Lombard Odier | |
| 9= | Morgan Stanley | |
| 9= | Value Partners | |
| Family Office Services | ||
| 2019 | 2018 | |
| 1 | 1 | UBS |
| 2 | 2 | Credit Suisse |
| 3 | 5 | BNP Paribas |
| 4 | 4 | HSBC |
| 5 | Rothschild | |
| 6= | 3 | JPMorgan |
| 6= | LGT | |
| 8= | Lombard Odier | |
| 8= | China CITIC Bank | |
| 8= | EFG International | |
| Research and Asset Allocation Advice | ||
| 2019 | 2018 | |
| 1 | Morgan Stanley | |
| 2 | 2 | UBS |
| 3 | 1 | Goldman Sachs |
| 4 | 3 | JPMorgan |
| 5= | Citi | |
| 5= | 5 | Credit Suisse |
| 7 | HSBC | |
| 8 | Hang Seng Bank | |
| 9 | 4 | BNP Paribas |
| 10= | ABAX Group | |
| 10= | Bank of China | |
| 10= | BlackRock | |
| 10= | DBS Bank | |
| 10= | Bank J. Safra Sarasin | |
| 10= | Standard Chartered | |
| Philanthropic Advice | ||
| 2019 | 2018 | |
| 1 | 1 | UBS |
| 2 | 3 | HSBC |
| 3 | 4 | Credit Suisse |
| 4 | 2 | JPMorgan |
| 5= | 5 | BNP Paribas |
| 5= | Citi | |
| 7= | Hang Seng Bank | |
| 7= | Lombard Odier | |
| 9= | EFG International | |
| 9= | Standard Chartered | |
| ESG/Social Impact Investing | ||
| 2019 | 2018 | |
| 1 | 1 | UBS |
| 2 | 4 | JPMorgan |
| 3 | Standard Chartered | |
| 4 | Deutsche Bank | |
| 5 | Citi | |
| 6= | 2 | BNP Paribas |
| 6= | China Construction Bank | |
| 6= | 3 | Credit Suisse |
| 9 | 5 | HSBC |
| 10= | BlackRock | |
| 10= | EFG International | |
| 10= | Goldman Sachs | |
| 10= | Hang Seng Bank | |
| International Clients | ||
| 2019 | 2018 | |
| 1 | 3= | UBS |
| 2 | 1 | HSBC |
| 3= | 3= | Credit Suisse |
| 3= | DBS Bank | |
| 5 | 2 | Citi |
| 6= | 6 | Bank of China |
| 6= | Deutsche Bank | |
| 8 | JPMorgan | |
| 9= | 5 | BNP Paribas |
| 9= | Standard Chartered | |
| Succession Planning Advice and Trusts | ||
| 2019 | 2018 | |
| 1 | 2 | UBS |
| 2 | 1 | HSBC |
| 3 | 3 | Credit Suisse |
| 4 | 4 | JPMorgan |
| 5 | 5 | BNP Paribas |
| 5 | Citi | |
| 7 | LGT | |
| 8 | Rothschild | |
| 9= | Bank of China | |
| 9= | ICBC | |
| Technology | ||
| 2019 | 2018 | |
| 1 | 1 | UBS |
| 2 | 2 | HSBC |
| 3= | 3 | Credit Suisse |
| 3= | 5 | DBS Bank |
| 5 | 4 | Citi |
| 6= | Bank of China | |
| 6= | Deutsche Bank | |
| 8 | JPMorgan | |
| 9= | BNP Paribas | |
| 9= | Standard Chartered | |
| top | ||
Hungary
| Best Private Banking Services Overall | ||
| 2019 | 2018 | |
| 1 | 1 | Hold Asset management (former Concorde Asset Management ) |
| 2 | 2= | OTP Bank |
| 3= | Bank Gutmann | |
| 3= | Raiffeisen Bank International | |
| 5 | UniCredit | |
| 6 | CIB Bank (Intesa Sanpaolo) | |
| 7 | MKB Bank | |
| 8 | Erste Bank | |
| 9= | Concorde | |
| 9= | K&H Bank (KBC) | |
| Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | 1 | Bank Gutmann |
| 2 | Hold Asset management (former Concorde Asset Management ) | |
| 3 | 5 | UniCredit |
| 4 | 6 | OTP Bank |
| 5 | UBS | |
| 6 | 3= | Raiffeisen Bank International |
| 7 | Credit Suisse | |
| 8= | Aegon Asset Management | |
| 8= | K&H Bank (KBC) | |
| 10= | Erste Bank | |
| 10= | Merrill Lynch Wealth Management | |
| High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | Hold Asset management (former Concorde Asset Management ) | |
| 2 | 1 | OTP Bank |
| 3 | 2 | CIB Bank (Intesa Sanpaolo) |
| 4 | Raiffeisen Bank International | |
| 5 | 3 | Bank Gutmann |
| 6= | UniCredit | |
| 6= | K&H Bank (KBC) | |
| 8 | Erste Bank | |
| 9 | Credit Suisse | |
| 10 | Vontobel | |
| Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
| 2019 | 2018 | |
| 1 | 1 | Hold Asset management (former Concorde Asset Management ) |
| 2= | CIB Bank (Intesa Sanpaolo) | |
| 2= | UniCredit | |
| 4 | 4 | Raiffeisen Bank International |
| 5 | 3 | Erste Bank |
| 6 | 2 | OTP Bank |
| 7 | Bank Gutmann | |
| 8 | K&H Bank (KBC) | |
| 9= | Concorde | |
| 9= | Concorde Hungary | |
| 9= | LGT | |
| 9= | MKB Bank | |
| 9= | Vontobel | |
| Asset Management | ||
| 2019 | 2018 | |
| 1 | Hold Asset management (former Concorde Asset Management ) | |
| 2 | 2= | Aegon Asset Management |
| 3= | 2= | OTP Bank |
| 3= | Raiffeisen Bank International | |
| 5 | Erste Bank | |
| 6 | 4 | CIB Bank (Intesa Sanpaolo) |
| 7 | K&H Bank (KBC) | |
| 8= | Bank Gutmann | |
| 8= | Credit Suisse | |
| 10 | UniCredit | |
| Family Office Services | ||
| 2019 | 2018 | |
| 1 | 2 | Bank Gutmann |
| 2= | 4= | Hold Asset management (former Concorde Asset Management ) |
| 2= | Raiffeisen Bank International | |
| 2= | UniCredit | |
| 5 | 1 | PricewaterhouseCoopers |
| 6= | Credit Suisse | |
| 6= | OTP Bank | |
| 8 | RSM DTM | |
| 9 | Vontobel | |
| 10 | 4= | EY |
| Research and Asset Allocation Advice | ||
| 2019 | 2018 | |
| 1= | 2 | OTP Bank |
| 1= | UniCredit | |
| 3 | 4 | Erste Bank |
| 4 | Goldman Sachs | |
| 5= | Credit Suisse | |
| 5= | Hold Asset management (former Concorde Asset Management ) | |
| 5= | Raiffeisen Bank International | |
| 5= | UBS | |
| 9= | Bank Gutmann | |
| 9= | Merrill Lynch Wealth Management | |
| 9= | MKB Bank | |
| Philanthropic Advice | ||
| 2019 | 2018 | |
| 1= | 5= | MKB Bank |
| 1= | 4 | Raiffeisen Bank International |
| 3 | UniCredit | |
| 4= | Bank Gutmann | |
| 4= | 2 | OTP Bank |
| 6= | BloChamps Capital | |
| 6= | 1 | CIB Bank (Intesa Sanpaolo) |
| 6= | Vontobel | |
| 9= | Aegon Asset Management | |
| 9= | Deutsche Bank | |
| ESG/Social Impact Investing | ||
| 2019 | 2018 | |
| 1 | 5 | Erste Bank |
| 2 | UBS | |
| 3 | Credit Suisse | |
| 4= | Bank Gutmann | |
| 4= | Portus Buda Group | |
| 6 | 3 | OTP Bank |
| 7= | Aegon Asset Management | |
| 7= | K&H Bank (KBC) | |
| 7= | 2 | Raiffeisen Bank International |
| 10 | CIB Bank (Intesa Sanpaolo) | |
| International Clients | ||
| 2019 | 2018 | |
| 1 | 5= | OTP Bank |
| 2 | 3= | Erste Bank |
| 3 | 2 | Raiffeisen Bank International |
| 4 | 1 | CIB Bank (Intesa Sanpaolo) |
| 5 | UniCredit | |
| 6 | 3= | MKB Bank |
| 7 | 5= | Bank Gutmann |
| 8 | Budapest Bank | |
| 9= | ING | |
| 9= | mBank (Commerzbank) | |
| 9= | Vontobel | |
| Succession Planning Advice and Trusts | ||
| 2019 | 2018 | |
| 1 | 3= | Bank Gutmann |
| 2 | 3= | Hold Asset management (former Concorde Asset Management ) |
| 3 | RSM DTM | |
| 4 | 1 | PricewaterhouseCoopers |
| 5 | Deloitte | |
| 6 | OTP Bank | |
| 7 | UniCredit | |
| 8= | Aegon Asset Management | |
| 8= | Erste Bank | |
| 10= | Citi | |
| 10= | 6 | MKB Bank |
| Technology | ||
| 2019 | 2018 | |
| 1 | 1 | OTP Bank |
| 2 | 3 | Erste Bank |
| 3 | 2 | Raiffeisen Bank International |
| 4 | 4 | CIB Bank (Intesa Sanpaolo) |
| 5 | UniCredit | |
| 6 | 5 | MKB Bank |
| 7 | Bank Gutmann | |
| 8 | Budapest Bank | |
| 9= | ING | |
| 9= | mBank (Commerzbank) | |
| 9= | Vontobel | |
| top | ||
India
| Best Private Banking Services Overall | ||
| 2019 | 2018 | |
| 1 | 1 | Kotak Mahindra |
| 2 | 2 | IIFL Private Wealth Management |
| 3 | Julius Baer | |
| 4 | 3 | HDFC |
| 5 | 4 | ICICI Bank |
| 6 | Edelweiss Capital | |
| 7= | Citi | |
| 7= | State Bank of India | |
| 9 | Aditya Birla Group | |
| 10= | ABN AMRO | |
| 10= | Motilal Oswal Financial Services | |
| Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | 1 | Kotak Mahindra |
| 2 | 2 | IIFL Private Wealth Management |
| 3 | Julius Baer | |
| 4 | 4 | Citi |
| 5 | Motilal Oswal Financial Services | |
| 6 | Edelweiss Capital | |
| 7 | Aditya Birla Group | |
| 8 | ABN AMRO | |
| 9= | Barclays | |
| 9= | ICICI Bank | |
| High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | 3 | Kotak Mahindra |
| 2 | Julius Baer | |
| 3 | 2 | IIFL Private Wealth Management |
| 4 | Citi | |
| 5 | 6 | Edelweiss Capital |
| 6= | 1 | HDFC |
| 6= | 4= | ICICI Bank |
| 8= | Deutsche Bank | |
| 8= | Motilal Oswal Financial Services | |
| 10= | Aditya Birla Group | |
| 10= | Barclays | |
| Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
| 2019 | 2018 | |
| 1 | 5= | Kotak Mahindra |
| 2 | 3 | IIFL Private Wealth Management |
| 3 | Citi | |
| 4 | 2 | HDFC |
| 5 | 1 | ICICI Bank |
| 6 | Julius Baer | |
| 7 | ABN AMRO | |
| 8= | Motilal Oswal Financial Services | |
| 8= | Edelweiss Capital | |
| 10= | L&T Finance | |
| 10= | AXIS Bank | |
| Asset Management | ||
| 2019 | 2018 | |
| 1 | 1 | HDFC |
| 2 | 2 | ICICI Bank |
| 3 | 3 | Franklin Templeton Investments |
| 4 | 4 | Kotak Mahindra |
| 5 | Edelweiss Capital | |
| 6= | 5 | Aditya Birla Group |
| 6= | IIFL Private Wealth Management | |
| 8 | State Bank of India | |
| 9= | L&T Finance | |
| 9= | Motilal Oswal Financial Services | |
| Family Office Services | ||
| 2019 | 2018 | |
| 1 | 3 | Kotak Mahindra |
| 2 | 1 | IIFL Private Wealth Management |
| 3 | Julius Baer | |
| 4 | 4 | Waterfield Advisors |
| 5= | 2 | Avendus |
| 5= | Client Associates | |
| 7= | ASK Wealth Advisors | |
| 7= | Edelweiss Capital | |
| 9 | ICICI Bank | |
| 10 | Credit Suisse | |
| Research and Asset Allocation Advice | ||
| 2019 | 2018 | |
| 1 | 3 | Kotak Mahindra |
| 2 | Julius Baer | |
| 3 | 1= | IIFL Private Wealth Management |
| 4 | 1= | Motilal Oswal Financial Services |
| 5 | Edelweiss Capital | |
| 6 | Citi | |
| 7 | ASK Wealth Advisors | |
| 8= | Credit Suisse | |
| 8= | 4 | ICICI Bank |
| 10 | AXIS Bank | |
| Philanthropic Advice | ||
| 2019 | 2018 | |
| 1 | 3 | Kotak Mahindra |
| 2 | Julius Baer | |
| 3 | 5 | ICICI Bank |
| 4 | IIFL Private Wealth Management | |
| 5 | AXIS Bank | |
| 6 | Edelweiss Capital | |
| 7 | 2 | HDFC |
| 8= | ABN AMRO | |
| 8= | Motilal Oswal Financial Services | |
| 10 | Citi | |
| ESG/Social Impact Investing | ||
| 2019 | 2018 | |
| 1 | Julius Baer | |
| 2 | 2 | Kotak Mahindra |
| 3 | IIFL Private Wealth Management | |
| 4 | 4 | ICICI Bank |
| 5 | 1 | HDFC |
| 6= | Citi | |
| 6= | Aberdeen Standard Investments | |
| 6= | Aditya Birla Group | |
| 9= | Motilal Oswal Financial Services | |
| 9= | State Bank of India | |
| 9= | Yes Bank | |
| International Clients | ||
| 2019 | 2018 | |
| 1 | Julius Baer | |
| 2 | IIFL Private Wealth Management | |
| 3 | Kotak Mahindra | |
| 4 | 3 | Citi |
| 5 | 2 | ICICI Bank |
| 6 | 1 | HDFC |
| 7 | Edelweiss Capital | |
| 8 | Aditya Birla Group | |
| 9= | 4 | HSBC |
| 9= | Morgan Stanley | |
| 9= | State Bank of India | |
| Succession Planning Advice and Trusts | ||
| 2019 | 2018 | |
| 1 | 1 | IIFL Private Wealth Management |
| 2 | 2 | Kotak Mahindra |
| 3 | Julius Baer | |
| 4 | Edelweiss Capital | |
| 5 | 5= | ICICI Bank |
| 6 | Motilal Oswal Financial Services | |
| 7 | Barclays | |
| 8= | Aditya Birla Group | |
| 8= | Avendus | |
| 10 | Vistra | |
| Technology | ||
| 2019 | 2018 | |
| 1 | Julius Baer | |
| 2 | 3 | IIFL Private Wealth Management |
| 3 | 4 | Kotak Mahindra |
| 4 | 5 | Citi |
| 5 | 1 | ICICI Bank |
| 6 | 2 | HDFC |
| 7 | Edelweiss Capital | |
| 8 | Aditya Birla Group | |
| 9= | HSBC | |
| 9= | Morgan Stanley | |
| 9= | State Bank of India | |
| top | ||
Indonesia
| Best Private Banking Services Overall | ||
| 2019 | 2018 | |
| 1 | DBS Bank | |
| 2 | 4= | Bank of Singapore |
| 3 | 1 | Bank Mandiri |
| 4 | 6= | Credit Suisse |
| 5 | 3 | Citi |
| 6 | BNP Paribas | |
| 7= | 4= | Bank Central Asia |
| 7= | Julius Baer | |
| 9 | Bank Rakyat Indonesia | |
| 10 | Deutsche Bank | |
| Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | DBS Bank | |
| 2 | 2 | Credit Suisse |
| 3 | 3 | Citi |
| 4= | BNI | |
| 4= | BNP Paribas | |
| 6= | Bank Central Asia | |
| 6= | Deutsche Bank | |
| 8= | 5 | Bank Mandiri |
| 8= | Standard Chartered | |
| 10= | Bank of Singapore | |
| 10= | Julius Baer | |
| 10= | Lippo Bank | |
| 10= | Pictet | |
| High Net Worth clients (US$ 5 million to US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | Citi | |
| 2 | 1= | DBS Bank |
| 3 | Credit Suisse | |
| 4= | 4 | Bank Central Asia |
| 4= | 1= | Bank of Singapore |
| 6 | 3 | Bank Mandiri |
| 7 | Standard Chartered | |
| 8= | BNI | |
| 8= | 5 | HSBC |
| 10 | Julius Baer | |
| Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
| 2019 | 2018 | |
| 1 | 1= | DBS Bank |
| 2 | 3 | Bank Mandiri |
| 3= | 4 | Bank Central Asia |
| 3= | 1= | Bank of Singapore |
| 5 | BNP Paribas | |
| 6= | Bank Rakyat Indonesia | |
| 6= | Standard Chartered | |
| 6= | UOB | |
| 9 | UBS | |
| 10= | 6= | Citi |
| 10= | Julius Baer | |
| Asset Management | ||
| 2019 | 2018 | |
| 1 | BNP Paribas | |
| 2 | Schroders | |
| 3 | 1 | Aberdeen Standard Investments |
| 4 | 2 | Fidelity Investments |
| 5 | 3 | Franklin Templeton Investments |
| 6= | Bank of Singapore | |
| 6= | BlackRock | |
| 6= | Manulife Financial | |
| 6= | Pimco | |
| 10= | Goldman Sachs | |
| 10= | Investec | |
| 10= | Renaissance | |
| Family Office Services | ||
| 2019 | 2018 | |
| 1 | 2 | Bank Mandiri |
| 2 | BNP Paribas | |
| 3= | 4= | Bank Central Asia |
| 3= | BNI | |
| 5= | 4= | Bank Danamon Indonesia |
| 5= | Citco | |
| 5= | Deutsche Bank | |
| 5= | Pictet | |
| 5= | UBS | |
| 10= | DBS Bank | |
| 10= | Goldman Sachs | |
| 10= | 1 | HSBC |
| Research and Asset Allocation Advice | ||
| 2019 | 2018 | |
| 1 | BNP Paribas | |
| 2= | 7 | Bank Central Asia |
| 2= | 1= | Bank Mandiri |
| 4= | Bank of Singapore | |
| 4= | Bank Rakyat Indonesia | |
| 4= | 3= | DBS Bank |
| 4= | PricewaterhouseCoopers | |
| 8= | EY | |
| 8= | JPMorgan | |
| 8= | Lippo Bank | |
| 8= | Morgan Stanley | |
| 8= | 8= | Schroders |
| Philanthropic Advice | ||
| 2019 | 2018 | |
| 1 | 7= | Credit Suisse |
| 2= | 1 | Bank Danamon Indonesia |
| 2= | 2= | Bank Mandiri |
| 4= | 2= | UBS |
| 4= | BNI | |
| 4= | HSBC | |
| 7 | 7= | DBS Bank |
| 8= | Bank Central Asia | |
| 8= | Bank of Singapore | |
| 8= | 7= | Schroders |
| 8= | Standard Chartered | |
| ESG/Social Impact Investing | ||
| 2019 | 2018 | |
| 1 | 2 | Bank Central Asia |
| 2 | 1 | Bank Mandiri |
| 3 | 5 | DBS Bank |
| 4= | UBS | |
| 4= | BNI | |
| 4= | HSBC | |
| 7= | Pictet | |
| 7= | Schroders | |
| 7= | Standard Chartered | |
| 10= | Bank Danamon Indonesia | |
| 10= | Deutsche Bank | |
| International Clients | ||
| 2019 | 2018 | |
| 1 | DBS Bank | |
| 2 | 1 | Bank Mandiri |
| 3 | Credit Suisse | |
| 4 | 3= | Bank Central Asia |
| 5 | Bank Rakyat Indonesia | |
| 6 | Standard Chartered | |
| 7= | BBVA | |
| 7= | 2 | Citi |
| 7= | Morgan Stanley | |
| 10 | Commonwealth Bank | |
| Succession Planning Advice and Trusts | ||
| 2019 | 2018 | |
| 1 | 4= | Bank Rakyat Indonesia |
| 2= | BNP Paribas | |
| 2= | 2 | Credit Suisse |
| 4 | BNI | |
| 5= | UBS | |
| 5= | 6 | Bank Central Asia |
| 7= | Citco | |
| 7= | Pictet | |
| 7= | Schroders | |
| 10= | Bank Danamon Indonesia | |
| 10= | Bank of Singapore | |
| 10= | 4= | Citi |
| 10= | ||
| Technology | ||
| 2019 | 2018 | |
| 1 | 1 | DBS Bank |
| 2 | 3 | Bank Mandiri |
| 3 | Credit Suisse | |
| 4 | 2 | Bank Central Asia |
| 5 | Bank Rakyat Indonesia | |
| 6 | Standard Chartered | |
| 7= | BBVA | |
| 7= | 5 | Citi |
| 7= | Morgan Stanley | |
| 10 | Commonwealth Bank | |
| top | ||
Israel
| Best Private Banking Services Overall | ||
| 2019 | 2018 | |
| 1 | 3= | Credit Suisse |
| 2 | 2 | UBS |
| 3= | ABN AMRO | |
| 3= | 1= | JPMorgan |
| 3= | 5= | Julius Baer |
| 3= | 9= | LGT |
| 7= | 5= | Pictet |
| 7= | Rothschild | |
| 9 | HSBC | |
| 10= | AXIA Ventures Group | |
| 10= | 3= | Citi |
| 10= | Goldman Sachs | |
| Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | 1= | JPMorgan |
| 2 | 5 | Credit Suisse |
| 3= | 3 | Goldman Sachs |
| 3= | 1= | UBS |
| 5= | Bank Leumi | |
| 5= | HSBC | |
| 5= | Rothschild | |
| 8= | ABN AMRO | |
| 8= | Bank Hapoalim | |
| 8= | LGT | |
| High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | Credit Suisse | |
| 2 | 1 | Julius Baer |
| 3 | 2 | UBS |
| 4 | 5 | LGT |
| 5= | ABN AMRO | |
| 5= | Pictet | |
| 5= | Rothschild | |
| 8 | HSBC | |
| 9= | Bank Hapoalim | |
| 9= | Bank Leumi | |
| 9= | Fidelity Bank | |
| 9= | JPMorgan | |
| Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
| 2019 | 2018 | |
| 1 | Credit Suisse | |
| 2 | 1 | Julius Baer |
| 3 | UBS | |
| 4 | 6= | Bank Hapoalim |
| 5 | ABN AMRO | |
| 6 | 3= | Citi |
| 7 | 9= | Pictet |
| 8= | Edmond de Rothschild Group | |
| 8= | 9= | Lombard Odier |
| 8= | 6= | Rothschild |
| 8= | 6= | UBP |
| 8= | Zurcher Kantonalbank | |
| Asset Management | ||
| 2019 | 2018 | |
| 1 | 4= | JPMorgan |
| 2 | Credit Suisse | |
| 3 | ABN AMRO | |
| 4 | HSBC | |
| 5= | 1 | BlackRock |
| 5= | CSC Bank | |
| 5= | Goldman Sachs | |
| 5= | Vontobel | |
| 9 | Aberdeen Standard Investments | |
| 10= | Barings | |
| 10= | 2 | Blackstone |
| 10= | Citi | |
| 10= | LGT | |
| 10= | Pictet | |
| 10= | Zurcher Kantonalbank | |
| Family Office Services | ||
| 2019 | 2018 | |
| 1 | 1 | Credit Suisse |
| 2 | 3= | JPMorgan |
| 3 | 6= | UBS |
| 4 | HSBC | |
| 5 | Bank Hapoalim | |
| 6= | Banco Itau | |
| 6= | Citi | |
| 6= | 5 | Julius Baer |
| 6= | LGT | |
| 10= | ABN AMRO | |
| 10= | Bank Leumi | |
| Research and Asset Allocation Advice | ||
| 2019 | 2018 | |
| 1 | Credit Suisse | |
| 2 | 1 | JPMorgan |
| 3 | 2= | Pictet |
| 4 | 6= | UBS |
| 5= | Bank of Singapore | |
| 5= | 10 | BlackRock |
| 5= | 6= | Deutsche Bank |
| 5= | Investec | |
| 5= | LGT | |
| 10= | ABN AMRO | |
| 10= | 2 | Bank Hapoalim |
| 10= | Goldman Sachs | |
| 10= | 2= | HSBC |
| Philanthropic Advice | ||
| 2019 | 2018 | |
| 1 | 3= | Credit Suisse |
| 2 | 2 | UBS |
| 3= | 7= | JPMorgan |
| 3= | 3= | Julius Baer |
| 3= | 1 | Pictet |
| 6= | 11= | Bank Hapoalim |
| 6= | Citi | |
| 6= | Hyperion Family Office | |
| 6= | 11= | Vontobel |
| 6= | Zurcher Kantonalbank | |
| ESG/Social Impact Investing | ||
| 2019 | 2018 | |
| 1 | 2 | Credit Suisse |
| 2 | JPMorgan | |
| 3 | 3 | UBS |
| 4 | HSBC | |
| 5= | ABLV Bank | |
| 5= | 4 | Bank Hapoalim |
| 5= | 1 | Pictet |
| 8= | ABN AMRO | |
| 8= | 5= | Bank Leumi |
| 8= | LGT | |
| 8= | Rothschild | |
| International Clients | ||
| 2019 | 2018 | |
| 1 | 1 | Credit Suisse |
| 2 | 2 | JPMorgan |
| 3 | 3 | UBS |
| 4 | Goldman Sachs | |
| 5 | Deutsche Bank | |
| 6= | ABAX Group | |
| 6= | ABN AMRO | |
| 6= | 4 | HSBC |
| 6= | Pictet | |
| 10= | Addenda Capital | |
| 10= | Bank Leumi | |
| 10= | LGT | |
| Succession Planning Advice and Trusts | ||
| 2019 | 2018 | |
| 1 | 3= | Credit Suisse |
| 2 | JPMorgan | |
| 3 | 2 | UBS |
| 4 | 3= | Julius Baer |
| 5= | ABLV Bank | |
| 5= | Bank Hapoalim | |
| 5= | LGT | |
| 8= | ABN AMRO | |
| 8= | Arab Banking Corporation (ABC) | |
| 8= | Bank Leumi | |
| Technology | ||
| 2019 | 2018 | |
| 1 | 2= | Credit Suisse |
| 2 | 2= | JPMorgan |
| 3 | 1 | UBS |
| 4 | 9= | Goldman Sachs |
| 5 | Deutsche Bank | |
| 6= | ABAX Group | |
| 6= | ABN AMRO | |
| 6= | HSBC | |
| 6= | 4= | Pictet |
| 10= | Addenda Capital | |
| 10= | Bank Leumi | |
| 10= | LGT | |
| top | ||
Italy
| Best Private Banking Services Overall | ||
| 2019 | 2018 | |
| 1 | 1 | UBS |
| 2 | 2 | JPMorgan |
| 3 | 3 | Intesa Sanpaolo |
| 4 | Credit Suisse | |
| 5 | 5= | Goldman Sachs |
| 6 | 5= | UniCredit |
| 7 | BNL-BNP Paribas | |
| 8= | Deutsche Bank | |
| 8= | Kairos | |
| 8= | 4 | Pictet |
| Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | 1 | UBS |
| 2 | 2 | JPMorgan |
| 3 | 3 | Goldman Sachs |
| 4 | 5 | Credit Suisse |
| 5= | Intesa Sanpaolo | |
| 5= | 4 | Pictet |
| 7 | Kairos | |
| 8= | Morgan Stanley | |
| 8= | UniCredit | |
| 10 | ABN AMRO | |
| High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | 1 | UBS |
| 2 | Credit Suisse | |
| 3 | 3 | Intesa Sanpaolo |
| 4 | 2 | JPMorgan |
| 5 | Mediobanca | |
| 6 | Pictet | |
| 7 | UniCredit | |
| 8 | Deutsche Bank | |
| 9 | BNL-BNP Paribas | |
| 10 | UBI Banca | |
| Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
| 2019 | 2018 | |
| 1 | Intesa Sanpaolo | |
| 2 | UniCredit | |
| 3 | BNL-BNP Paribas | |
| 4 | UBI Banca | |
| 5 | UBS | |
| 6 | Banca Generali | |
| 7 | Credit Suisse | |
| 8= | Credit Agricole | |
| 8= | Fineco bank | |
| 10 | Banca Aletti | |
| Asset Management | ||
| 2019 | 2018 | |
| 1 | 1 | Pictet |
| 2 | 4 | BlackRock |
| 3 | 2= | M&G Investments |
| 4= | 2= | JPMorgan |
| 4= | 5 | Kairos |
| 6 | Intesa Sanpaolo | |
| 7= | Deutsche Bank | |
| 7= | Vontobel | |
| 9 | 6 | UBS |
| 10 | Fidelity Investments | |
| Family Office Services | ||
| 2019 | 2018 | |
| 1 | 1 | UBS |
| 2 | Credit Suisse | |
| 3 | 2 | JPMorgan |
| 4 | 3 | Mediobanca |
| 5= | Banor SIM | |
| 5= | Intesa Sanpaolo | |
| 5= | UniCredit | |
| 8 | 5= | Banca Profilo |
| 9 | 5= | Four Partners Advisory |
| 10 | Azimut | |
| Research and Asset Allocation Advice | ||
| 2019 | 2018 | |
| 1 | 2 | JPMorgan |
| 2 | 3 | Goldman Sachs |
| 3 | 1 | UBS |
| 4= | 5 | Credit Suisse |
| 4= | Morgan Stanley | |
| 6 | 4 | Kairos |
| 7 | Intesa Sanpaolo | |
| 8 | Pictet | |
| 8 | Societe Generale | |
| 10 | Cordusio SIM | |
| Philanthropic Advice | ||
| 2019 | 2018 | |
| 1 | 1 | UBS |
| 2 | BNL-BNP Paribas | |
| 3 | 3= | JPMorgan |
| 4 | 3= | UniCredit |
| 5 | 5 | Intesa Sanpaolo |
| 6= | Banca Etica | |
| 6= | Pictet | |
| 8 | 6= | Credit Suisse |
| 9= | 2 | Banca Esperia |
| 9= | Credit Agricole | |
| ESG/Social Impact Investing | ||
| 2019 | 2018 | |
| 1 | UBS | |
| 2 | 1 | Intesa Sanpaolo |
| 3 | BNL-BNP Paribas | |
| 4 | Pictet | |
| 5 | 3 | UniCredit |
| 6 | 5= | Kairos |
| 7= | 4 | Banca Etica |
| 7= | 2 | UBI Banca |
| 9= | Credit Agricole | |
| 9= | Julius Baer | |
| International Clients | ||
| 2019 | 2018 | |
| 1 | Fineco bank | |
| 2 | 2 | JPMorgan |
| 3 | 1 | UBS |
| 4= | BlackRock | |
| 4= | UniCredit | |
| 6 | Mediobanca | |
| 7 | Intesa Sanpaolo | |
| 8 | 3 | Credit Suisse |
| 9 | Pictet | |
| 10 | Banca Esperia | |
| Succession Planning Advice and Trusts | ||
| 2019 | 2018 | |
| 1 | Credit Suisse | |
| 2= | 1 | UBS |
| 2= | UniCredit | |
| 4 | Intesa Sanpaolo | |
| 5 | 6 | JPMorgan |
| 6 | 2= | Banca Generali |
| 7= | 5 | Banca Aletti |
| 7= | Mediobanca | |
| 9 | Cordusio SIM | |
| 10 | 7 | Pictet |
| Technology | ||
| 2019 | 2018 | |
| 1 | 1 | Fineco bank |
| 2 | 6= | JPMorgan |
| 3 | 2 | UBS |
| 4 | BlackRock | |
| 5= | Mediobanca | |
| 5= | 4= | UniCredit |
| 7 | 3 | Intesa Sanpaolo |
| 8 | 4= | Credit Suisse |
| 9 | 6= | Pictet |
| 10 | Banca Esperia | |
| top | ||
Japan
| Best Private Banking Services Overall | ||
| 2019 | 2018 | |
| 1 | 1 | Mitsubishi UFJ Morgan Stanley PB Securities |
| 2 | 3 | UBS |
| 3 | 2 | Credit Suisse |
| 4 | SMBC | |
| 5 | 5 | Nomura |
| 6 | 4 | Mizuho |
| 7= | HSBC | |
| 7= | Morgan Stanley | |
| 9= | Goldman Sachs | |
| 9= | Sumitomo Mitsui Trust Bank | |
| Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | 1 | Mitsubishi UFJ Morgan Stanley PB Securities |
| 2 | 3 | UBS |
| 3 | 2 | Credit Suisse |
| 4 | SMBC | |
| 5 | 4 | Nomura |
| 6 | 5 | Mizuho |
| 7 | Sumitomo Mitsui Trust Bank | |
| 8 | Lombard Odier | |
| 9 | Morgan Stanley | |
| 10 | Goldman Sachs | |
| High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | 1 | Mitsubishi UFJ Morgan Stanley PB Securities |
| 2 | 3 | UBS |
| 3 | 2 | Credit Suisse |
| 4 | SMBC | |
| 5 | 4 | Nomura |
| 6 | 5 | Mizuho |
| 7= | Citi | |
| 7= | HSBC | |
| 7= | JPMorgan | |
| 10= | Daiwa Securities | |
| 10= | Sumitomo Mitsui Trust Bank | |
| Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
| 2019 | 2018 | |
| 1 | 1 | Mitsubishi UFJ Morgan Stanley PB Securities |
| 2 | 3 | UBS |
| 3 | 5 | Credit Suisse |
| 4 | 2 | Nomura |
| 5 | 4 | SMBC |
| 6 | Mizuho | |
| 7 | Sumitomo Mitsui Trust Bank | |
| 8 | Daiwa Securities | |
| 9 | Citi | |
| 10 | HSBC | |
| Asset Management | ||
| 2019 | 2018 | |
| 1 | 1 | Mitsubishi UFJ Morgan Stanley PB Securities |
| 2 | Fidelity Investments | |
| 3 | Credit Suisse | |
| 4= | 4= | BlackRock |
| 4= | 2 | Nomura |
| 6 | UBS | |
| 7 | Pimco | |
| 8= | 3 | Morgan Stanley |
| 8= | Nikko Asset Management | |
| 10 | Mizuho | |
| Family Office Services | ||
| 2019 | 2018 | |
| 1 | 1 | Mitsubishi UFJ Morgan Stanley PB Securities |
| 2 | Credit Suisse | |
| 3= | UBS | |
| 3= | Nomura | |
| 5 | Lombard Odier | |
| 6 | SMBC | |
| 7 | HSBC | |
| 8 | 4 | Mizuho |
| 9 | Goldman Sachs | |
| 10 | Standard Chartered | |
| Research and Asset Allocation Advice | ||
| 2019 | 2018 | |
| 1 | 2 | Mitsubishi UFJ Morgan Stanley PB Securities |
| 2 | 1 | Nomura |
| 3 | UBS | |
| 4 | 5= | Credit Suisse |
| 5 | JPMorgan | |
| 6 | Morgan Stanley | |
| 7 | SMBC | |
| 8 | 5= | Citi |
| 9= | HSBC | |
| 9= | 4 | Mizuho |
| Philanthropic Advice | ||
| 2019 | 2018 | |
| 1 | 1 | Mitsubishi UFJ Morgan Stanley PB Securities |
| 2 | 3 | Credit Suisse |
| 3 | UBS | |
| 4 | SMBC | |
| 5 | Nomura | |
| 6= | Mizuho | |
| 6= | Morgan Stanley | |
| 8 | 5= | JPMorgan |
| 9 | Merrill Lynch Wealth Management | |
| 10 | Comgest | |
| ESG/Social Impact Investing | ||
| 2019 | 2018 | |
| 1 | 1 | Mitsubishi UFJ Morgan Stanley PB Securities |
| 2 | UBS | |
| 3 | 2= | Credit Suisse |
| 4 | 2= | Nomura |
| 5= | BNP Paribas | |
| 5= | 4 | Daiwa Securities |
| 7 | Standard Chartered | |
| 8= | Goldman Sachs | |
| 8= | 5 | Mizuho |
| 8= | 6= | SMBC |
| International Clients | ||
| 2019 | 2018 | |
| 1 | 2 | Mitsubishi UFJ Morgan Stanley PB Securities |
| 2 | 5 | Nomura |
| 3 | 1 | Credit Suisse |
| 4 | 3 | UBS |
| 5 | SMBC | |
| 6 | 4 | Goldman Sachs |
| 7 | BlackRock | |
| 8= | Mizuho | |
| 8= | Standard Chartered | |
| 10 | Legg Mason Asset Management | |
| Succession Planning Advice and Trusts | ||
| 2019 | 2018 | |
| 1 | 1 | Mitsubishi UFJ Morgan Stanley PB Securities |
| 2 | 5 | Nomura |
| 3 | 4 | SMBC |
| 4 | Credit Suisse | |
| 5 | UBS | |
| 6 | 6 | Daiwa Securities |
| 7 | 2= | Sumitomo Mitsui Trust Bank |
| 8 | 2= | Mizuho |
| 9 | Merrill Lynch Wealth Management | |
| 10 | Citi | |
| Technology | ||
| 2019 | 2018 | |
| 1 | 1 | Mitsubishi UFJ Morgan Stanley PB Securities |
| 2 | 6= | Nomura |
| 3 | 6= | Credit Suisse |
| 4 | UBS | |
| 5 | 3= | SMBC |
| 6 | Goldman Sachs | |
| 7 | BlackRock | |
| 8= | 2 | Mizuho |
| 8= | Standard Chartered | |
| 10 | Legg Mason Asset Management | |
| top | ||
Jersey
| Best Private Banking Services Overall | ||
| 2019 | 2018 | |
| 1 | 3 | Affinity Private Wealth |
| 2 | RBC | |
| 3 | 4 | UBS |
| 4 | 1 | Brooks Macdonald Group |
| 5 | C. Hoare & Co. | |
| 5 | JTC Group | |
| 5 | Kleinwort Benson | |
| 5 | Nedbank Private Wealth | |
| 5 | Rathbones | |
| 10 | Cazenove Capital (Schroders) | |
| 10 | LGT | |
| 10 | Societe Generale | |
| 10 | Stonehage Fleming | |
| Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | RBC | |
| 2 | 2 | UBS |
| 3 | Citi | |
| 4 | JPMorgan | |
| 5 | C. Hoare & Co. | |
| 6= | Barclays | |
| 6= | Cazenove Capital (Schroders) | |
| 6= | Ravenscroft | |
| 6= | Stonehage Fleming | |
| 10= | 4= | Affinity Private Wealth |
| 10= | Julius Baer | |
| 10= | Standard Chartered | |
| 10= | Stanhope Capital | |
| High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | 4= | Coutts |
| 2= | HSBC | |
| 2= | Societe Generale | |
| 2= | 4= | UBS |
| 5= | 2= | Affinity Private Wealth |
| 5= | C. Hoare & Co. | |
| 7= | 2= | Barclays |
| 7= | Cazenove Capital (Schroders) | |
| 7= | LGT | |
| 7= | Stonehage Fleming | |
| Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
| 2019 | 2018 | |
| 1= | HSBC | |
| 1= | RBC | |
| 3 | Canaccord Genuity | |
| 4 | Ravenscroft | |
| 5= | 3 | Affinity Private Wealth |
| 5= | 2 | Brooks Macdonald Group |
| 5= | Quilter Cheviot | |
| 8= | LGT | |
| 8= | Rathbones | |
| 8= | RBS | |
| 8= | Standard Bank | |
| 8= | Stonehage Fleming | |
| Asset Management | ||
| 2019 | 2018 | |
| 1 | Affinity Private Wealth | |
| 2 | Investec | |
| 3= | 2 | Brookfield Asset Management |
| 3= | HSBC | |
| 3= | JTC Group | |
| 3= | 3 | Rathbones |
| 7= | 5 | Barclays |
| 7= | Cazenove Capital (Schroders) | |
| 7= | LGT | |
| 7= | Prudential | |
| 7= | Stonehage Fleming | |
| Family Office Services | ||
| 2019 | 2018 | |
| 1 | 1 | Stonehage Fleming |
| 2 | RBC | |
| 3 | Rawlinson & Hunter | |
| 4= | Affinity Private Wealth | |
| 4= | 2 | Crestbridge |
| 4= | Vogt & Partner | |
| 7= | 9= | Barclays |
| 7= | Citi | |
| 9= | ABN AMRO | |
| 9= | 9= | Intertrust |
| 9= | 15= | JTC Group |
| 9= | Legg Mason Asset Management | |
| 9= | Ravenscroft | |
| Research and Asset Allocation Advice | ||
| 2019 | 2018 | |
| 1 | Affinity Private Wealth | |
| 2 | UBS | |
| 3 | 4= | Asset Risk Consultants |
| 4= | HSBC | |
| 4= | Julius Baer | |
| 4= | Odey Asset Management | |
| 4= | Rathbones | |
| 4= | Ravenscroft | |
| 9= | Deutsche Bank | |
| 9= | Standard Chartered | |
| Philanthropic Advice | ||
| 2019 | 2018 | |
| 1 | 2= | UBS |
| 2= | Affinity Private Wealth | |
| 2= | 4= | Stonehage Fleming |
| 4= | Investec | |
| 4= | Ogier | |
| 6= | 1 | Coutts |
| 6= | Crestbridge | |
| 6= | HSBC | |
| 6= | JTC Group | |
| 10= | Alpha Bank | |
| 10= | BNP Paribas | |
| 10= | JPMorgan | |
| 10= | LGT | |
| ESG/Social Impact Investing | ||
| 2019 | 2018 | |
| 1 | 2= | UBS |
| 2 | Affinity Private Wealth | |
| 3 | 2= | Coutts |
| 4 | RBC | |
| 5= | Aberdeen Standard Investments | |
| 5= | Cazenove Capital (Schroders) | |
| 5= | LGT | |
| 8= | 1 | Barclays |
| 8= | Crestbridge | |
| 8= | Investec | |
| 8= | JTC Group | |
| 8= | Quilter Cheviot | |
| International Clients | ||
| 2019 | 2018 | |
| 1= | UBS | |
| 1= | Affinity Private Wealth | |
| 3 | 2 | RBC |
| 4 | 1 | Barclays |
| 5= | ABN AMRO | |
| 5= | 3 | HSBC |
| 7= | JTC Group | |
| 7= | Rathbones | |
| 7= | Schroders | |
| Succession Planning Advice and Trusts | ||
| 2019 | 2018 | |
| 1 | Rawlinson & Hunter | |
| 2 | Affinity Private Wealth | |
| 3= | 6= | RBC |
| 3= | 1= | Stonehage Fleming |
| 5= | 6= | JTC Group |
| 5= | Rathbones | |
| 7= | 6= | Crestbridge |
| 7= | HSBC | |
| 9= | 1= | Julius Baer |
| 9= | Ocorian | |
| 9= | Quilter Cheviot | |
| Technology | ||
| 2019 | 2018 | |
| 1= | 2 | UBS |
| 1= | 6= | Affinity Private Wealth |
| 3 | RBC | |
| 4 | 3 | Barclays |
| 5= | ABN AMRO | |
| 5= | 1 | HSBC |
| 7= | JTC Group | |
| 7= | Rathbones | |
| 7= | Schroders | |
| top | ||
