The material on this site is for financial institutions, professional investors and their professional advisers. It is for information only. Please read our Terms & Conditions, Privacy Policy and Cookies before using this site. Please see our Subscription Terms and Conditions.


All material subject to strictly enforced copyright laws. © 2021 Euromoney, a part of the Euromoney Institutional Investor PLC.
Wealth

Private Banking and Wealth Management Survey 2015: North America regional

. 

Private banking 2015-186 width

 Results index

 Full results


Best private banking services overall

Ultra high net-worth clients  (>$30 million)High net-worth clients ($5 million to $30 million)Super-affluent clients ($1 million to $5 million)Asset managementInvestment banking capabilitiesCommercial banking capabilitiesResearch/asset allocationPhilanthropy/impact investingInternational clients

Succession planning/trusts


North America

Best private banking services overall

2015

2014

1

1

JPMorgan

2

3

Goldman Sachs

3

7

Morgan Stanley

4

6

UBS

5

10

Bessemer Trust

6

2

Merrill Lynch Wealth Management

7

11

Credit Suisse

8

4

Northern Trust

9

5

Wells Fargo

10

9

Citi

▲ back to top

Ultra high net-worth clients  (>$30 million)

1

JPMorgan

2

Goldman Sachs

3

UBS

4

Credit Suisse

5

Bessemer Trust

▲ back to top

High net-worth clients ($5 million to $30 million)

1

Merrill Lynch Wealth Management

2

JPMorgan

3

Morgan Stanley

4

Goldman Sachs

5

UBS

▲ back to top

Super-affluent clients ($1 million to $5 million)

1

Merrill Lynch Wealth Management

2

Morgan Stanley

3

JPMorgan

4

UBS

5

Wells Fargo

▲ back to top

Asset management

1

JPMorgan

2

BlackRock

3

Goldman Sachs

4

RBC

5

Credit Suisse

▲ back to top

Investment banking capabilities

1

Goldman Sachs

2

Morgan Stanley

3

JPMorgan

4

Credit Suisse

5

Merrill Lynch Wealth Management

▲ back to top

Commercial banking capabilities

1

JPMorgan

2

Wells Fargo

3

Citi

4

Merrill Lynch Wealth Management

5

UBS

▲ back to top

Research/asset allocation

1

Goldman Sachs

2

JPMorgan

3

Merrill Lynch Wealth Management

4

UBS

5

Morgan Stanley

▲ back to top

Philanthropy/impact investing

1

JPMorgan

2

Merrill Lynch Wealth Management

3

Goldman Sachs

4

UBS

5

Wells Fargo

▲ back to top

International clients

1

UBS

2

Credit Suisse

3

Citi

4

JPMorgan

5

HSBC

▲ back to top

Succession planning/trusts

1

JPMorgan

2

Northern Trust

3

Merrill Lynch Wealth Management

4

Bessemer Trust

5

UBS

▲ back to top




We use cookies to provide a personalized site experience.
By continuing to use & browse the site you agree to our Privacy Policy.
I agree