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Surveys

Private Banking and Wealth Management Survey 2018: Global Results

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Best private banking services overall
2018 2017
1 1 UBS
2 2 JPMorgan
3 3 Credit Suisse
4 5 Julius Baer
5 4 Citi
6 6 Pictet
7 7 BNP Paribas
8 10 HSBC
9 13 Goldman Sachs
10 11 ABN AMRO
11 9 Santander
12 8 Deutsche Bank
13 21 China Merchants Bank
14 18 Barclays
15 14 Rothschild
16 87 Agricultural Bank of China
17 16 Lombard Odier
18 26 Intesa Sanpaolo
19 20 RBC
20 19 UniCredit
21 17 Societe Generale
22 38= LGT
23 44 Merrill Lynch Wealth Management
24 15 Banco Itau 
25 24 Mitsubishi UFJ Morgan Stanley PB Securities
Top

Ultra High Net Worth clients (Greater than US$ 30 million)
2018 2017
1 1 UBS
2 2 JPMorgan
3 3 Credit Suisse
4 4 Goldman Sachs
5 6 Citi
6 5 Pictet
7 7 Julius Baer
8 9 BNP Paribas
9 37 Northwood Family Office
10 12 HSBC
High Net Worth clients (US$ 5 million to US$ 30 million)
2018 2017
1 1 UBS
2 2 Credit Suisse
3 4 Julius Baer
4 3 JPMorgan
5 8 HSBC
6 5 BNP Paribas
7 6 Citi
8 7 Pictet
9 9 Deutsche Bank
10 10 Santander
Super affluent clients (US$ 1 million to US$ 5 million)
2018 2017
1 1 UBS
2 4 BNP Paribas
3 5 HSBC
4 2 Citi
5 3 Credit Suisse
6 6 Julius Baer
7 7 Santander
8 9 ABN AMRO
9 12 Barclays
10 10 Deutsche Bank
     Top
Asset Management
2018 2017
1 2 BlackRock
2 1 JPMorgan
3 3 UBS
4 8 Aberdeen Asset Management
5 5 Pictet
6 4 Credit Suisse
7 16 Pimco
8 7 Deutsche Bank
9 9 Goldman Sachs
10 10 BNP Paribas
Investment Banking Capabilities
2018 2017
1 1 Goldman Sachs
2 2 JPMorgan
3 3 UBS
4 4 Credit Suisse
5 7 Citi
6 6 Deutsche Bank
7 8 BNP Paribas
8 9 HSBC
9 5 Morgan Stanley
10 12 Rothschild
Commercial Banking Capabilities
2018 2017
1 2 HSBC
2 1 Citi
3 3 BNP Paribas
4 4 Santander
5 8 Deutsche Bank
6 9 Barclays
7 17 Standard Chartered
8 13 Societe Generale
9 6 UniCredit
10 7 JPMorgan
     Top
Family Office Services
2018 2017
1 1 UBS
2 2 Credit Suisse
3 3 JPMorgan
4 4 Pictet
5 9 Rothschild
6 6 Julius Baer
7 11 Goldman Sachs
8 16 Northwood Family Office
9 7 HSBC
10 5 Citi
Research and Asset Allocation Advice
2018 2017
1 2 UBS
2 1 JPMorgan
3 3 Credit Suisse
4 4 Goldman Sachs
5 5 Citi
6 7 Deutsche Bank
7 8 HSBC
8 9 BNP Paribas
9 16 BlackRock
10 10 Pictet
Philanthropic Advice
2018 2017
1 1 UBS
2 3 Credit Suisse
3 2 JPMorgan
4 4 BNP Paribas
5 6 Pictet
6 7 HSBC
7 5 Citi
8 10 ABN AMRO
9 32 Northwood Family Office
10 9 Deutsche Bank
     Top
SRI/Social Impact Investing
2018 2017
1 1 UBS
2 2 Credit Suisse
3 3 JPMorgan
4 6 HSBC
5 4 BNP Paribas
6 7 Pictet
7 5 Citi
8 8 Deutsche Bank
9 12 ABN AMRO
10 11 Goldman Sachs
International Clients
2018 2017
1 1 UBS
2 3 HSBC
3 5 Citi
4 2 JPMorgan
5 4 Credit Suisse
6 7 Deutsche Bank
7 8 BNP Paribas
8 6 Goldman Sachs
9 13 Barclays
10 9 Julius Baer
Succession Planning Advice and Trusts
2018 2017
1 1 UBS
2 2 Credit Suisse
3 3 JPMorgan
4 5 HSBC
5 4 Citi
6 6 Pictet
7 7 Julius Baer
8 8 BNP Paribas
9 16= Northwood Family Office
10 11 Rothschild
Innovative Technology - Client Experience
2018 2017
1 1 UBS
2 3 Credit Suisse
3 4 JPMorgan
4 2 Citi
5 6 BNP Paribas
6 5 HSBC
7 11 Goldman Sachs
8 10 Pictet
9 16 Barclays
10 12 Deutsche Bank
     Top



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