 Global services/advisory
Family office services
Inheritance and succession planning
Trust services
Tax guidance and services
Offshore services
Corporate advisory for private banking clients
Islamic banking services
Philanthropy services
Yacht/aircraft financing
Art and collectibles advisory
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Private Banking and Wealth Management Survey 2014: Results index |
| Services/advisory |
| Family office services |
| 2014 | 2013 | Bank |
| 1 | 1 | UBS |
| 2 | 2 | Credit Suisse |
| 3 | 3 | JPMorgan |
| 4 | 4 | Pictet |
| 5 | 5 | HSBC |
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| Inheritance and succession planning |
| 2014 | 2013 | Bank |
| 1 | 1 | UBS |
| 2 | 2 | Credit Suisse |
| 3 | 4 | HSBC |
| 4 | 3 | JPMorgan |
| 5 | 9 | Deutsche Bank |
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| Trust services |
| 2014 | 2013 | Bank |
| 1 | 2 | HSBC |
| 2 | 1 | UBS |
| 3 | 3 | Credit Suisse |
| 4 | 4 | JPMorgan |
| 5 | 5 | Citi |
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| Tax guidance and services |
| 2014 | 2013 | Bank |
| 1 | 1 | UBS |
| 2 | 4 | HSBC |
| 3 | 2 | JPMorgan |
| 4 | 6 | Ernst & Young |
| 5 | 5 | PricewaterhouseCoopers |
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| Offshore services |
| 2014 | 2013 | Bank |
| 1 | 1 | UBS |
| 2 | 2 | Credit Suisse |
| 3 | 3 | HSBC |
| 4 | 5 | JPMorgan |
| 5 | 4 | Citi |
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| Corporate advisory for private banking clients |
| 2014 | 2013 | Bank |
| 1 | 2 | Credit Suisse |
| 2 | 1 | JPMorgan |
| 3 | 4 | UBS |
| 4 | 6 | HSBC |
| 5 | 3 | Citi |
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| Islamic banking services |
| 2014 | 2013 | Bank |
| 1 | 1 | HSBC |
| 2 | 3 | UBS |
| 3 | 6 | BNP Paribas |
| 4 | | Abu Dhabi Islamic Bank |
| 5 | 8 | Citi |
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| Philanthropy services |
| 2014 | 2013 | Bank |
| 1 | 1 | UBS |
| 2 | 2 | Credit Suisse |
| 3 | 4 | HSBC |
| 4 | 3 | JPMorgan |
| 5 | 5 | Citi |
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| Yacht/aircraft financing |
| 2014 | 2013 | Bank |
| 1 | 1 | UBS |
| 2 | 3 | Credit Suisse |
| 3 | 2 | JPMorgan |
| 4 | 5 | HSBC |
| 5 | 4 | Citi |
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| Art and collectibles advisory |
| 2014 | 2013 | Bank |
| 1 | 1 | UBS |
| 2 | 4 | JPMorgan |
| 3 | 2 | Credit Suisse |
| 4 | 3 | Citi |
| 5 | 5 | HSBC |
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