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Surveys

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

Best private banking services overall 2013 2012 Entity 1 1 JPMorgan 2 2 Merrill Lynch Wealth Management 3 4 Morgan Stanley 4 5 UBS 5 3 Northern Trust 6 8 Citi 7 6 Goldman Sachs 8 7 Wells Fargo 9 9 RBC 10 11 Bessemer

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Extended North American results Relationship management 2013 2012 Entity 1 1 JPMorgan 2 2 Northern Trust 3 6 Wells Fargo 4 3 Goldman Sachs 5 4 Bessemer ▲ back to top

Extended North American results Privacy and security 2013 2012 Entity 1 3 Northern Trust 2 9 UBS 3 1 JPMorgan 4 7 Bessemer 5 2 Goldman Sachs ▲ back to top

Range of investment products 2013 2012 Entity 1 2 Merrill Lynch Wealth Management 2 1 JPMorgan 3 3 Morgan Stanley 4 5 UBS 5 4 Goldman Sachs ▲ back to top

Extended North American results Range of advisory services 2013 2012 Entity 1 3 Northern Trust 2 2 Merrill Lynch Wealth Management 3 1 JPMorgan 4 8 Morgan Stanley 5 5 Citi ▲ back to top

Extended North American results Net-worth-specific services Super affluent 2013 2012 Entity 1= 1 Merrill Lynch Wealth Management 1= 2 Wells Fargo 3 3 Morgan Stanley 4 6 UBS 5 5 Citi ▲ back to top

Extended North American results High net worth I 2013 2012 Entity 1 1 Merrill Lynch Wealth Management 2 2 Morgan Stanley 3 3 Wells Fargo 4 4 UBS 5 6= JPMorgan ▲ back to top

Extended North American results High net worth II 2013 2012 Entity 1 1 JPMorgan 2 7 Morgan Stanley 3 3 Merrill Lynch Wealth Management 4 2 Goldman Sachs 5 4 UBS ▲ back to top

Extended North American results Ultra high net worth 2013 2012 Entity 1 1 JPMorgan 2 2 Goldman Sachs 3 7 Northern Trust 4 10 Citi 5 5 UBS ▲ back to top

Extended North American results Family office services 2013 2012 Entity 1 2 Northern Trust 2 1 JPMorgan 3 5 Bessemer 4 4 Merrill Lynch Wealth Management 5 3 Northwood Family Office ▲ back to top

Extended North American results Inheritance and succession planning 2013 2012 Entity 1 2 Northern Trust 2 1 JPMorgan 3 4 Bessemer 4 3 Merrill Lynch Wealth Management 5 6 UBS ▲ back to top

Extended North American results

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