Private Banking and Wealth Management Survey 2014: Latin American regional awards

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Latin America

Best private banking services overall
Relationship management
Range of investment products
Range of advisory services
Super affluent clients
High net worth I clients
High net worth II clients
Ultra high net worth clients
Equity portfolio management
Fixed income portfolio mangement
Family office services
Inheritance and succession planning
Corporate advisory for private banking clients
Philanthropy services

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Private Banking and Wealth Management Survey 2014: Results index

Latin America
Best private banking services overall
20142013Bank
12JPMorgan
23Santander
34Credit Suisse
41Citi
57Banco Itaú
65UBS
78BTG Pactual
811BBVA
96HSBC
1013Goldman Sachs
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Relationship management
20142013Bank
11JPMorgan
23Santander
35Banco Itaú
44Citi
52Credit Suisse
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Range of investment products
20142013Bank
13Santander
22JPMorgan
36Credit Suisse
41Citi
59Banco Itaú
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Range of advisory services
20142013Bank
11JPMorgan
25Santander
32Citi
43Credit Suisse
57Banco Itaú
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Net-worth-specific services
Super affluent clients
20142013Bank
11Santander
22Citi
3BBVA
46Bradesco
55Banco Itaú
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High net worth I clients
20142013Bank
12Santander
21Citi
34Banco Itaú
4BBVA
53HSBC
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High net worth II clients
20142013Bank
11JPMorgan
22Credit Suisse
36Banco Itaú
44UBS
59Goldman Sachs
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Ultra high net worth clients
20142013Bank
11JPMorgan
22Credit Suisse
34UBS
45Goldman Sachs
59Banco Itaú
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Equity portfolio management
20142013Bank
11JPMorgan
23Santander
34Credit Suisse
42Citi
56Merrill Lynch Wealth Management
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Fixed income portfolio management
20142013Bank
11Santander
24JPMorgan
32Citi
4BBVA
56Banco Itaú
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Family office services
20142013Bank
12JPMorgan
24Santander
31Credit Suisse
43UBS
56Citi
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Inheritance and succession planning
20142013Bank
11JPMorgan
25Santander
32UBS
44Credit Suisse
56HSBC
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Corporate advisory for private banking clients
20142013Bank
12JPMorgan
21Citi
34Santander
47Banco Itaú
53Credit Suisse
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Philanthropy services
20142013Bank
11UBS
22JPMorgan
33Credit Suisse
44Citi
55Santander
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