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

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North 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

North America
Best private banking services overall
20142013Bank
11JPMorgan
22Merrill Lynch Wealth Management
37Goldman Sachs
45Northern Trust
58Wells Fargo
64UBS
73Morgan Stanley
89RBC
96Citi
1010Bessemer Trust
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Relationship management
20142013Bank
11JPMorgan
22Northern Trust
33Wells Fargo
44Goldman Sachs
58Merrill Lynch Wealth Management
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Range of investment products
20142013Bank
12JPMorgan
21Merrill Lynch Wealth Management
35Goldman Sachs
44UBS
53Morgan Stanley
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Range of advisory services
20142013Bank
13JPMorgan
2=2Merrill Lynch Wealth Management
2=1Northern Trust
46Goldman Sachs
57Bessemer Trust
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Net-worth-specific services
Super affluent clients
20142013Bank
11=Merrill Lynch Wealth Management
21=Wells Fargo
33Morgan Stanley
44UBS
59RBC
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High net worth I clients
20142013Bank
11Merrill Lynch Wealth Management
23Wells Fargo
35JPMorgan
42Morgan Stanley
54UBS
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High net worth II clients
20142013Bank
11JPMorgan
24Goldman Sachs
33Merrill Lynch Wealth Management
46Northern Trust
55UBS
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Ultra high net worth clients
20142013Bank
11JPMorgan
22Goldman Sachs
36Merrill Lynch Wealth Management
43Northern Trust
55UBS
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Equity portfolio management
20142013Bank
12JPMorgan
21Morgan Stanley
34Goldman Sachs
43Merrill Lynch Wealth Management
55UBS
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Fixed income portfolio management
20142013Bank
12JPMorgan
21Morgan Stanley
34UBS
45Goldman Sachs
57Pimco
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Family office services
20142013Bank
11Northern Trust
23Bessemer Trust
32JPMorgan
44Merrill Lynch Wealth Management
56Wells Fargo
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Inheritance and succession planning
20142013Bank
11Northern Trust
24Merrill Lynch Wealth Management
32JPMorgan
43Bessemer Trust
56Northwood Family Office
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Corporate advisory for private banking clients
20142013Bank
11JPMorgan
22Goldman Sachs
34=Morgan Stanley
46Citi
5RBC
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Philanthropy services
20142013Bank
12Northern Trust
21JPMorgan
33Merrill Lynch Wealth Management
44Bessemer Trust
55Citi
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