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Wealth

Private Banking and Wealth Management Survey 2015: Latin 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 management

Investment banking capabilities

Commercial banking capabilities

Research/asset allocation

Philanthropy/impact investing

International clients

Succession planning/trusts


Latin America

Best private banking services overall

2015

2014

1

1

JPMorgan

2

3

Credit Suisse

3

6

UBS

4

2

Santander

5

5

Banco Itaú

6

4

Citi

7

8

BBVA

8

7

BTG Pactual

9

9

HSBC

10

12

Merrill Lynch Wealth Management

▲ back to top

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

1

JPMorgan

2

Credit Suisse

3

UBS

4

Santander

5

Banco Itaú

▲ back to top

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

1

Citi

2

Santander

3

JPMorgan

4

UBS

5

Credit Suisse

▲ back to top

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

1

Citi

2

Santander

3

BBVA

4

Banco Itaú

5

HSBC

▲ back to top

Asset management

1

JPMorgan

2

Credit Suisse

3

Santander

4

UBS

5

BTG Pactual

▲ back to top

Investment banking capabilities

1

JPMorgan

2

Credit Suisse

3

Citi

4

Santander

5

BTG Pactual

▲ back to top

Commercial banking capabilities

1

Santander

2

Citi

3

Banco Itaú

4

BBVA

5

HSBC

▲ back to top

Research/asset allocation

1

JPMorgan

2

Credit Suisse

3

UBS

4

Santander

5

Citi

▲ back to top

Philanthropy/impact investing

1

UBS

2

Santander

3

JPMorgan

4

Credit Suisse

5

Banco Itaú

▲ back to top

International clients

1

Citi

2

JPMorgan

3

HSBC

4

Santander

5

Credit Suisse

▲ back to top

Succession planning/trusts

1

UBS

2

JPMorgan

3

Credit Suisse

4

Banco Itaú

5

Santander

▲ back to top




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