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 service providers that are available.
Note: All references to Bank of America Merrill Lynch include the highest individual ranking for Bank of America or Merrill Lynch in the 2009 poll.
Overall global results. Full results include: Best private banking services overall I Net-worth-specific (including super affluent, high net worth I and II, and ultra high net worth) private banking services I Family office services I Inheritance and succession planning I Trust services I Tax guidance and services I Range of investment products I Range of advisory services I Private equity investment by private banks I Hedge fund investment by private banks I Equity portfolio management by private banks I Fixed income portfolio management by private banks I Foreign exchange by private banks I Lending/Financing Solutions I Commodities Investment by private banks I Real estate investment by private banks I Structured products I Managed futures by private banks I Luxury investment by private banks I Precious metals investment by private banks I Islamic banking services I Offshore private banking services I Corporate advisory for private banking clients I Specialized services I Commodities Supplier I FX/Rates Derivatives Supplier I Equity Derivatives Supplier I Relationship management by private banks I Privacy and security