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Surveys

Private Banking and Wealth Management Survey 2013: Latin American regional awards

                     Survey  results index

                     Country results 

                     Extended Latin American results Best private banking services overall 2013 2012 Entity 1 3 Citi 2 6 JPMorgan 3 1 Santander 4 2 Credit Suisse 5 7 UBS 6 4 HSBC 7 5 Banco Itaú 8 8 BTG Pactual 9 10 Merrill Lynch Wealth Management 10 13 Bradesco Extended Latin American results

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Relationship management 2013 2012 Entity 1 3 JPMorgan 2 1 Credit Suisse 3 2 Santander 4 5 Citi 5 4 Banco Itaú Extended Latin American results ▲ back to top

Privacy and security 2013 2012 Entity 1 1 Credit Suisse 2 5 UBS 3 2 Santander 4 4 Citi 5 6= HSBC Extended Latin American results ▲ back to top

Range of investment products 2013 2012 Entity 1 1 Citi 2 5 JPMorgan 3 3 Santander 4 4 UBS 5 7 HSBC ▲ back to top

Range of advisory services 2013 2012 Entity 1 1 JPMorgan 2 3 Citi 3 4 Credit Suisse 4 5 UBS 5 2 Santander Extended Latin American results ▲ back to top

Net-worth-specific services Super affluent 2013 2012 Entity 1 1 Santander 2 2 Citi 3 3 HSBC 4 5 Merrill Lynch Wealth Management 5 4 Banco Itaú Extended Latin American results ▲ back to top

High net worth I 2013 2012 Entity 1 2 Citi 2 1 Santander 3 3 HSBC 4 5 Banco Itaú 5 7 Merrill Lynch Wealth Management Extended Latin American results ▲ back to top

High net worth II 2013 2012 Entity 1 2 JPMorgan 2 1 Credit Suisse 3 5 Citi 4 3 UBS 5 7 HSBC Extended Latin American results ▲ back to top

Ultra high net worth 2013 2012 Entity 1 1 JPMorgan 2 2 Credit Suisse 3 5 Citi 4 3 UBS 5 4 Goldman Sachs Extended Latin American results ▲ back to top

Family office services 2013 2012 Entity 1 5 Credit Suisse 2 2 JPMorgan 3 1 UBS 4 3 Santander 5 7 HSBC Extended Latin American results ▲ back to top

Inheritance and succession planning 2013 2012 Entity 1 2 JPMorgan 2 1 UBS 3 6 Citi 4 5 Credit Suisse 5 4 Santander Extended Latin American results ▲ back to top

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