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Surveys

Private Banking and Wealth Management Survey 2018: Regional Results

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Africa

Asia Pacific

Caribbean

Central & Eastern Europe

Latin America

Middle East

Nordics & Baltics

North America

Western Europe



Africa

Best private banking services overall
2018 2017
1 11= UBS
2 3 Barclays
3 4 Standard Bank
4 1 Standard Chartered
5 2 Investec
6 16= Julius Baer
7 34= JPMorgan
8 15 Credit Suisse
9 25= HSBC
10 8= Nedbank Private Wealth
Ultra High Net Worth clients (Greater than US$ 30 million)
2018 2017
1 9 UBS
2 3 Barclays
3 2 Standard Chartered
4 8 Standard Bank
5 17= Citi
6 23= Julius Baer
7 1 Investec
8 12= Pictet
9 17= JPMorgan
High Net Worth clients (US$ 5 million to US$ 30 million)
2018 2017
1 19= UBS
2 5 Barclays
3 3= Standard Chartered
4 1 Standard Bank
5 11= Julius Baer
6 2 Investec
7 22 Credit Suisse
8 23= HSBC
Top
Super affluent clients (US$ 1 million to US$ 5 million)
2018 2017
1 4 Barclays
2 1 Standard Bank
3 UBS
4 2 Standard Chartered
5 3 Investec
6 11 Julius Baer
7 15= HSBC
8 Credit Suisse
9 5 RMB Private Bank
Asset Management
2018 2017
1 8 UBS
2 6 Barclays
3 11 JPMorgan
4 2 Standard Chartered
5 1 Allan Gray
6 4= Standard Bank
7 Aberdeen Asset Management
8 23= Citi
9 4= Coronation Fund Managers
10 12= Credit Suisse
Investment Banking Capabilities
2018 2017
1 2 Standard Bank
2 3 Standard Chartered
3 12= UBS
4 5 Barclays
5 7 Citi
6 6 JPMorgan
7 16= Deutsche Bank
8 4 Investec
9 18= Goldman Sachs
Top
Commercial Banking Capabilities
2018 2017
1 3 Standard Chartered
2 1 Standard Bank
3 2 Barclays
4 13 HSBC
5 8 Access Bank
6 11 Zenith Bank
7 BNP Paribas
8 6 Nedbank Private Wealth
9 12 Citi
Family Office Services
2018 2017
1 5= UBS
2 2 Barclays
3 1 Stonehage Fleming
4 4 Credit Suisse
5 3 Citi
6 9= Pictet
7 16 Julius Baer
8 Lombard Odier
9 5= Investec
10 HSBC
Research and Asset Allocation Advice
2018 2017
1 9 UBS
2 12= JPMorgan
3 2 Barclays
4 4 Standard Chartered
5 7= Credit Suisse
6 11 Standard Bank
7 15= Citi
8 Investec
9 Julius Baer
Philanthropic Advice
2018 2017
1 9= UBS
2 2 Barclays
3 5 Standard Chartered
4 4 Standard Bank
5 1 Nedbank Private Wealth
6 12 Credit Suisse
7 Pictet
8 11 JPMorgan
Top
SRI/Social Impact Investing
2018 2017
1 1 Barclays
2 3= Standard Bank
3 7 Standard Chartered
4 8 UBS
5 Pictet
6 HSBC
7 5 Investec
International Clients
2018 2017
1 1 Standard Chartered
2 9= UBS
3 2 Barclays
4 4 Standard Bank
5 5 Citi
6 11 HSBC
7 12= Credit Suisse
8 3 Investec
9 16 Deutsche Bank
Succession Planning Advice and Trusts
2018 2017
1 10= UBS
2 3 Standard Chartered
3 7 Standard Bank
4 2 Barclays
5 Julius Baer
6 15= HSBC
7 Credit Suisse
8 1 Stonehage Fleming
9 Pictet
Innovative Technology - Client Experience
2018 2017
1 UBS
2 6 Standard Bank
3 1 Barclays
4 2 Standard Chartered
5 8= JPMorgan
6 4 FNB Private Wealth
7 3 Investec
8 7 Citi
Top

Asia Pacific

Best private banking services overall
2018 2017
1 1 UBS
2 2 Credit Suisse
3 3 Citi
4 5= China Merchants Bank
5 10 HSBC
6 31 Agricultural Bank of China
7 4 Julius Baer
8 5= Mitsubishi UFJ Morgan Stanley PB Securities
9 16 Maybank
10 13 BNP Paribas
Ultra High Net Worth clients (Greater than US$ 30 million)
2018 2017
1 1 UBS
2 2 Credit Suisse
3 4 Citi
4 3 JPMorgan
5 5 Goldman Sachs
6 25 Agricultural Bank of China
7 8 China Merchants Bank
8 18 BNP Paribas
9 6 Julius Baer
10 12 KEB Hana Bank
High Net Worth clients (US$ 5 million to US$ 30 million)
2018 2017
1 1 UBS
2 3 Credit Suisse
3 2 Citi
4 8 China Merchants Bank
5 4 HSBC
6 5 Julius Baer
7 6 BNP Paribas
8 20 Maybank
9 7 Mitsubishi UFJ Morgan Stanley PB Securities
10 13 KEB Hana Bank
Top
Super affluent clients (US$ 1 million to US$ 5 million)
2018 2017
1 1 Citi
2 2 HSBC
3 4 DBS Bank
4 10 Agricultural Bank of China
5 8 China Merchants Bank
6 Bank of Singapore
7 5 UBS
8 14 Standard Chartered
9 7 Mitsubishi UFJ Morgan Stanley PB Securities
10 18 KEB Hana Bank
Asset Management
2018 2017
1 4 Aberdeen Asset Management
2 3 BlackRock
3 23 Agricultural Bank of China
4 2 JPMorgan
5 1 UBS
6 19 Pimco
7 5 China Merchants Bank
8 20 KEB Hana Bank
9 12 Fidelity Investments
10 11 Franklin Templeton Investments
Investment Banking Capabilities
2018 2017
1 1 Goldman Sachs
2 5 JPMorgan
3 2 UBS
4 3 Credit Suisse
5 6 Citi
6 7 Deutsche Bank
7 22= Agricultural Bank of China
8 9 BNP Paribas
9 8 China Merchants Bank
10 14 KEB Hana Bank
Top
Commercial Banking Capabilities
2018 2017
1 2 HSBC
2 1 Citi
3 4 Standard Chartered
4 7 China Merchants Bank
5 3 DBS Bank
6 6 Bank of China
7 24 Agricultural Bank of China
8 17 KEB Hana Bank
9 21 Maybank
10 14 BNP Paribas
Family Office Services
2018 2017
1 1 UBS
2 2 Credit Suisse
3 4 China Merchants Bank
4 9 Agricultural Bank of China
5 3 HSBC
6 7 JPMorgan
7 15 KEB Hana Bank
8 6 Citi
9 17 Julius Baer
10 19 Pictet
Research and Asset Allocation Advice
2018 2017
1 1 UBS
2 3 Citi
3 2 JPMorgan
4 5 Goldman Sachs
5 10 Agricultural Bank of China
6 4 Credit Suisse
7 7 China Merchants Bank
8 13 HSBC
9 11 KEB Hana Bank
10 8 Deutsche Bank
Top
Philanthropic Advice
2018 2017
1 1 UBS
2 2 Credit Suisse
3 5 China Merchants Bank
4 6 Citi
5 3 HSBC
6 4 JPMorgan
7 11 KEB Hana Bank
8 17 Bank of China
9 10 Agricultural Bank of China
10 42 ABN AMRO
SRI/Social Impact Investing
2018 2017
1 1 UBS
2 3 Agricultural Bank of China
3 2 Credit Suisse
4 8 HSBC
5 5 Citi
6 4 China Merchants Bank
7 13 KEB Hana Bank
8 9 Bank of China
9 29 Standard Chartered
10 7 BNP Paribas
International Clients
2018 2017
1 1 Citi
2 2 HSBC
3 3 UBS
4 4 Credit Suisse
5 7 China Merchants Bank
6 22 Agricultural Bank of China
7 13 KEB Hana Bank
8 5 JPMorgan
9 6 Standard Chartered
10 10 Bank of China
Top
Succession Planning Advice and Trusts
2018 2017
1 1 UBS
2 3 HSBC
3 2 Credit Suisse
4 5 China Merchants Bank
5 9 Agricultural Bank of China
6 8 JPMorgan
7 4 Citi
8 12 KEB Hana Bank
9 6 Julius Baer
10 CTBC Bank
Innovative Technology - Client Experience
2018 2017
1 1 Citi
2 2 UBS
3 6 Agricultural Bank of China
4 7 China Merchants Bank
5 4 DBS Bank
6 3 HSBC
7 5 Credit Suisse
8 9 KEB Hana Bank
9 14 JPMorgan
10 13 Maybank
Top

Caribbean

Best private banking services overall
2018 2017
1 3 Pictet
2 12 RBC
3 6 Credit Suisse
4 8 Scotiabank
5 = Clarien Bank
5 = HSBC
7 = CIBC
7 = UBS
9 2 JPMorgan
10 19= Barclays
Ultra High Net Worth clients (Greater than US$ 30 million)
2018 2017
1 7 RBC
2 2 UBS
3 4 Pictet
4 Citi
5 3 JPMorgan
6 6 Credit Suisse
7 = HSBC
7 = ICBC
9 = Barclays
9 = CIBC
High Net Worth clients (US$ 5 million to US$ 30 million)
2018 2017
1 4= Pictet
2 13= RBC
3 10= EFG International
4 17 Scotiabank
5 4= Lombard Odier
6 15= Goldman Sachs
7 8 Credit Suisse
8 = Anchor Investment Management
8 = Clarien Bank
8 = Julius Baer
Top
Super affluent clients (US$ 1 million to US$ 5 million)
2018 2017
1 8 RBC
2 7 Scotiabank
3 6 CIBC
4 = ABN AMRO
4 = Julius Baer
6 = Anchor Investment Management
6 = Bermuda Commercial Bank
6 = BMO
6 = Syz & Co
6 = UBS
Asset Management
2018 2017
1 6= RBC
2 = Citi
2 = JPMorgan
4 3= Pictet
5 Goldman Sachs
6 = Fidelity Bank
6 = HSBC
6 = Orbis Investment Management
9 ABN AMRO
Investment Banking Capabilities
2018 2017
1 13= Citi
2 5 RBC
3 21= HSBC
4 1= JPMorgan
5 11 Morgan Stanley
6 Aberdeen Asset Management
7 10 Merrill Lynch Wealth Management
8 = Cidel
8 = Clarien Bank
8 = Scotiabank
Top
Commercial Banking Capabilities
2018 2017
1 3 RBC
2 1 Scotiabank
3 2 CIBC
4 33= HSBC
5 11= Citi
6 Clarien Bank
7 13 Cayman National
8 = Bermuda Commercial Bank
8 = Merrill Lynch Wealth Management
10 6 Butterfield Bank
Family Office Services
2018 2017
1 16= RBC
2 9 CIBC
3 = Capital Union Bank (CUB)
3 = Cayman National
3 = Caystone Solutions (CSS)
3 = Cidel
3 = Codan Trust Company
3 = Meritus Trust
9 = ABAX Group
9 = Clairmont Trust Company
Research and Asset Allocation Advice
2018 2017
1 12 Citi
2 8 Credit Suisse
3 = JPMorgan
3 = RBC
5 10 Scotiabank
6 5 UBS
7 17= CIBC
8 = Anchor Investment Management
8 = HSBC
8 = Morgan Stanley
Philanthropic Advice
2018 2017
1 10 RBC
2 11= CIBC
3 5= JPMorgan
4 5= Credit Suisse
5 = HSBC
5 = Philanthropy Australia
7 = ICBC
7 = Merrill Lynch Wealth Management
7 = PricewaterhouseCoopers
7 = Scotiabank
Top
SRI/Social Impact Investing
2018 2017
1 16= RBC
2 = Cayman National
2 = HSBC
4 4 Pictet
5 = CIBC
5 = KPMG
7 EY
8 = Barclays
8 = Credit Suisse
8 = Rothschild
International Clients
2018 2017
1 = HSBC
1 = RBC
3 = Pictet
3 = Scotiabank
3 = UBS
6 = CIBC
6 = Citi
6 = Credit Suisse
9 Royal Fidelity
Succession Planning Advice and Trusts
2018 2017
1 8= CIBC
2 2 UBS
3 4= Credit Suisse
4 6 Pictet
5 = Appleby
5 = Codan Trust Company
5 = JPMorgan
5 = Rothschild
5 = Scotiabank
Innovative Technology - Client Experience
2018 2017
1 6 Credit Suisse
2 = Cayman National
2 = HSBC
2 = Lombard Odier
2 = Morgan Stanley
6 17= CIBC
7 = RBC
7= UBS
9 = Citi
9 = Merrill Lynch Wealth Management
Top

Central & Eastern Europe


Best private banking services overall
2018 2017
1 2 UBS
2 3 Credit Suisse
3 7 Julius Baer
4 17 JPMorgan
5 6 BNP Paribas
6 1 Raiffeisen Bank International
7 11 Citi
8 12 Garanti Bank
9 13 YapiKredi
10 Bank of Cyprus
Ultra High Net Worth clients (Greater than US$ 30 million)
2018 2017
1 1 UBS
2 2 Credit Suisse
3 4 JPMorgan
4 9 Julius Baer
5 8 Citi
6 7 BNP Paribas
7 15 Garanti Bank
8 Bank of Cyprus
9 16 YapiKredi
10 13 Akbank
High Net Worth clients (US$ 5 million to US$ 30 million)
2018 2017
1 2 Credit Suisse
2 5 Julius Baer
3 4 UBS
4 21 Citi
5 1 Raiffeisen Bank International
6 8 Garanti Bank
7 7 Sberbank
8 Bank of Cyprus
9 9 Akbank
10 11 YapiKredi
Super affluent clients (US$ 1 million to US$ 5 million)
2018 2017
1 1 Raiffeisen Bank International
2 7 Julius Baer
3 3 Sberbank
4 14 Credit Suisse
5 10 Akbank
6 4 Citi
7 24 UBS
8 6 Garanti Bank
9 5 Alfa Bank
10 9 BNP Paribas
Top
Asset Management
2018 2017
1 2 UBS
2 18 JPMorgan
3 24 Akbank
4 3 Credit Suisse
5 11 Is Bank
6 60= Citi
7 8 YapiKredi
8 4 UniCredit
9 9 BlackRock
10 Bank of Cyprus
Investment Banking Capabilities
2018 2017
1 1 JPMorgan
2 2 Goldman Sachs
3 6 Sberbank
4 17= Citi
5 16 Credit Suisse
6 3 Raiffeisen Bank International
7 21 Is Bank
8 22= Akbank
9 5 UniCredit
10 14 Garanti Bank
Commercial Banking Capabilities
2018 2017
1 1 Raiffeisen Bank International
2 16 Citi
3 9 Societe Generale
4 5 ING
5 4 Sberbank
6 12 Garanti Bank
7 14 VTB
8 11 Is Bank
9 2 UniCredit
10 25 Akbank
Family Office Services
2018 2017
1 3 Credit Suisse
2 2 UBS
3 37 JPMorgan
4 15 UFG Wealth Management
5 16= Akbank
6 7 BNP Paribas
7 12 Rothschild
8 33 HSBC
9 14 Is Bank
10 6 UniCredit
Top
Research and Asset Allocation Advice
2018 2017
1 4 JPMorgan
2 5 Credit Suisse
3 13 Citi
4 1 UBS
5 3 Goldman Sachs
6 19 Akbank
7 8 Sberbank
8 6 Is Bank
9 16 BNP Paribas
10 7 UniCredit
Philanthropic Advice
2018 2017
1 6 Credit Suisse
2 1 UBS
3 18 JPMorgan
4 7 YapiKredi
5 5 BNP Paribas
6 Bank of Cyprus
7 8 Raiffeisen Bank International
8 3 Julius Baer
SRI/Social Impact Investing
2018 2017
1 2 UBS
2 9 Credit Suisse
3 8 Julius Baer
4 47 JPMorgan
5 16 Akbank
6 22= Garanti Bank
7 4 Raiffeisen Bank International
8 32= ING
9 Bank of Cyprus
10 10 Is Bank
Top
International Clients
2018 2017
1 2 Citi
2 5 Credit Suisse
3 3 UBS
4 4 UniCredit
5 1 Raiffeisen Bank International
6 6 BNP Paribas
7 11 JPMorgan
8 18 YapiKredi
9 Bank of Cyprus
10 7 HSBC
Succession Planning Advice and Trusts
2018 2017
1 2 Credit Suisse
2 1 UBS
3 38 JPMorgan
4 6 PricewaterhouseCoopers
5 26= Rothschild
6 3 Julius Baer
7 4 Citi
8 23 Is Bank
9 26= Akbank
10 Bank of Cyprus
Innovative Technology - Client Experience
2018 2017
1 3 UBS
2 7 Garanti Bank
3 10 BNP Paribas
4 11 Credit Suisse
5 9 Sberbank
6 17 Commerzbank
7 1 Raiffeisen Bank International
8 18 JPMorgan
9 6 Erste Bank
10 4 Alfa Bank
Top

Latin America

Best private banking services overall
2018 2017
1 1 JPMorgan
2 3 Credit Suisse
3 2 Santander
4 6 UBS
5 4 Banco Itau
6 5 Citi
7 7 BTG Pactual
8 10 Julius Baer
9 13 Pictet
10 14 Goldman Sachs
Ultra High Net Worth clients (Greater than US$ 30 million)
2018 2017
1 1 JPMorgan
2 2 Credit Suisse
3 3 UBS
4 4 Banco Itau
5 7 Goldman Sachs
6 5 Santander
7 6 Citi
8 8 BTG Pactual
9 14 Pictet
10 12 Julius Baer
High Net Worth clients (US$ 5 million to US$ 30 million)
2018 2017
1 4 Credit Suisse
2 1 Santander
3 6 UBS
4 3 Banco Itau
5 2 JPMorgan
6 5 Citi
7 8 BTG Pactual
8 11 Julius Baer
9 16 Pictet
10 14 Merrill Lynch Wealth Management
Top
Super affluent clients (US$ 1 million to US$ 5 million)
2018 2017
1 1 Santander
2 3 Banco Itau
3 2 Citi
4 7 Credit Suisse
5 14 Julius Baer
6 13 BTG Pactual
7 4 UBS
8 12 XP Investimentos
9 5 Bradesco
10 15 Merrill Lynch Wealth Management
Asset Management
2018 2017
1 3 Credit Suisse
2 1 JPMorgan
3 9 BlackRock
4 11 BTG Pactual
5 6 Verde Asset Management
6 5 UBS
7 2 Santander
8 10 SPX Capital
9 24 Pimco
10 4 Citi
Investment Banking Capabilities
2018 2017
1 1 JPMorgan
2 5 Goldman Sachs
3 2 Credit Suisse
4 4 Banco Itau
5 8 BTG Pactual
6 6 Citi
7 7 UBS
8 3 Santander
9 12 Merrill Lynch Wealth Management
10 14 Bradesco
Commercial Banking Capabilities
2018 2017
1 1 Santander
2 3 Citi
3 2 Banco Itau
4 4 Bradesco
5 5 BBVA
6 7 HSBC
7 6 JPMorgan
8 11 Wells Fargo
9 17 BTG Pactual
10 51 ICBC
Top
Family Office Services
2018 2017
1 1 JPMorgan
2 3 UBS
3 2 Credit Suisse
4 9 Consenso
5 6 BTG Pactual
6 8 Julius Baer
7 16 Turim
8 7 Santander
9 5 Banco Itau
10 17 Merrill Lynch Wealth Management
Research and Asset Allocation Advice
2018 2017
1 1 JPMorgan
2 2 Credit Suisse
3 4 UBS
4 9 BTG Pactual
5 7 Goldman Sachs
6 5 Citi
7 6 Banco Itau
8 11 Merrill Lynch Wealth Management
9 3 Santander
10 17 Julius Baer
Philanthropic Advice
2018 2017
1 2 UBS
2 1 JPMorgan
3 4 Credit Suisse
4 3 Citi
5 5 Santander
6 14 Merrill Lynch Wealth Management
7 6 Banco Itau
8 ICBC
9 8 Goldman Sachs
10 16 Pictet
SRI/Social Impact Investing
2018 2017
1 2 UBS
2 1 JPMorgan
3 3 Citi
4 5 Santander
5 4 Credit Suisse
6 6 Banco Itau
7 9 Bradesco
8 11 Pictet
9 ICBC
10 22 ABN AMRO
Top
International Clients
2018 2017
1 1 JPMorgan
2 2 Citi
3 5 Credit Suisse
4 3 UBS
5 4 Santander
6 14 Julius Baer
7 ICBC
8 7 HSBC
9 6 Banco Itau
10 12 BTG Pactual
Succession Planning Advice and Trusts
2018 2017
1 1 JPMorgan
2 2 UBS
3 3 Credit Suisse
4 5 Citi
5 7 BTG Pactual
6 6 Banco Itau
7 16 Merrill Lynch Wealth Management
8 18 Amicorp
9 4 Santander
10 ICBC
Innovative Technology - Client Experience
2018 2017
1 3 UBS
2 1 JPMorgan
3 2 Banco Itau
4 4 Citi
5 6 Credit Suisse
6 5 Santander
7 9 Goldman Sachs
8 ABN AMRO
9 14 XP Investimentos
10 7 BBVA
Top

Middle East

Best private banking services overall
2018 2017
1 2 JPMorgan
2 3 UBS
3 1 Credit Suisse
4 5 Julius Baer
5 10 Citi
6 6 Pictet
7 4 HSBC
8 12= NBK
9 19 Deutsche Bank
Ultra High Net Worth clients (Greater than US$ 30 million)
2018 2017
1 1 JPMorgan
2 3 UBS
3 2 Credit Suisse
4 10= Citi
5 4 Goldman Sachs
6 5 Pictet
7 7 HSBC
8 6 Julius Baer
High Net Worth clients (US$ 5 million to US$ 30 million)
2018 2017
1 4 UBS
2 1 Credit Suisse
3 3 Julius Baer
4 2 HSBC
5 10 Citi
6 5 Pictet
7 25 LGT
6 14 Lombard Odier
9 7 JPMorgan
Super affluent clients (US$ 1 million to US$ 5 million)
2018 2017
1 3 Julius Baer
2 2 HSBC
3 1 Credit Suisse
4 6 Citi
5 4 UBS
6 31 Lombard Odier
7 10 Pictet
8 11 Standard Chartered
9 21 UBP
10 Emirates NBD
Top
Asset Management
2018 2017
1 1 JPMorgan
2 3 BlackRock
3 2 UBS
4 4 Credit Suisse
5 13 Goldman Sachs
6 5 HSBC
7 8 Pictet
8 17 Blackstone
9 20 Pimco
10 23 Deutsche Bank
Investment Banking Capabilities
2018 2017
1 1 JPMorgan
2 2 Goldman Sachs
3 7 Citi
4 4 HSBC
5 3 Credit Suisse
6 5 Deutsche Bank
7 6 UBS
Commercial Banking Capabilities
2018 2017
1 1 HSBC
2 2 Citi
3 5 BNP Paribas
4 14 Abu Dhabi Commercial Bank
5 6 Emirates NBD
6 QNB
Family Office Services
2018 2017
1 2 UBS
2 4 JPMorgan
3 1 Credit Suisse
4 3 Pictet
5 5 Citi
6 8 Lombard Odier
7 7 Julius Baer
Top
Research and Asset Allocation Advice
2018 2017
1 1 JPMorgan
2 3 UBS
3 2 Credit Suisse
4 11 Deutsche Bank
5 5 Goldman Sachs
6 4 Citi
7 6 HSBC
8 8= Pictet
9 8= Merrill Lynch Wealth Management
Philanthropic Advice
2018 2017
1 1 UBS
2 3 Credit Suisse
3 5 Pictet
4 8 HSBC
5 4 Citi
6 2 JPMorgan
7 9 Deutsche Bank
8 10 Lombard Odier
9 15 Julius Baer
SRI/Social Impact Investing
2018 2017
1 3 Credit Suisse
2 1 UBS
3 6 Pictet
4 2 Citi
5 4 JPMorgan
6 5 HSBC
Top
International Clients
2018 2017
1 1 HSBC
2 5 JPMorgan
3 2 Citi
4 4 UBS
5 3 Credit Suisse
6 13 Deutsche Bank
7 7= Barclays
8 9 Julius Baer
9 7= Pictet
Succession Planning Advice and Trusts
2018 2017
1 2 UBS
2 1 Credit Suisse
3 7 Pictet
4 3 Citi
5 4 HSBC
6 5 JPMorgan
7 6 Julius Baer
8 12= Deutsche Bank
9 8 Barclays
Innovative Technology - Client Experience
2018 2017
1 4 UBS
2 2 Credit Suisse
3 3 JPMorgan
4 8 Citi
5 9 Julius Baer
6 6 Pictet
7 36= DBS Bank
8 1 HSBC
9 28= Emirates NBD
Top

Nordics & Baltics



Best private banking services overall
2018 2017
1 1 Nordea
2 3 SEB
3 5 Carnegie
4 Nykredit
5 7 Svenska Handelsbanken
6 2 Danske Bank
7 4 Swedbank
8 10 UBS
9 6 DNB Bank
Ultra High Net Worth clients (Greater than US$ 30 million)
2018 2017
1 4 UBS
2 1 Nordea
3 2 SEB
4 5 Carnegie
5 3 Danske Bank
6 7 JPMorgan
7 Nykredit
8 11 Svenska Handelsbanken
9 8 Swedbank
High Net Worth clients (US$ 5 million to US$ 30 million)
2018 2017
1 1 Nordea
2 3 SEB
3 5 Carnegie
4 7 Svenska Handelsbanken
5 2 Danske Bank
6 4 Swedbank
7 17= Nykredit
8 6 DNB Bank
9 8 UBS
Super affluent clients (US$ 1 million to US$ 5 million)
2018 2017
1 1 Nordea
2 4 Swedbank
3 2 Danske Bank
4 6 Svenska Handelsbanken
5 3 SEB
6 18 Nykredit
7 5 DNB Bank
8 Sydbank
9 13= Ringkjobing Landbobank
10 7 Carnegie
Top
Asset Management
2018 2017
1 1 Nordea
2 19 Nykredit
3 2 SEB
4 3 Danske Bank
5 5 Carnegie
6 7 BlackRock
7 14 UBS
8 6 Svenska Handelsbanken
9 58= Goldman Sachs
10 10 JPMorgan
Investment Banking Capabilities
2018 2017
1 1 Nordea
2 3 SEB
3 7 Carnegie
4 2 Danske Bank
5 12 Goldman Sachs
6 4 ABG Sundal Collier
7 6 Swedbank
8 5 Svenska Handelsbanken
9 13 Pareto
10 16 Morgan Stanley
Commercial Banking Capabilities
2018 2017
1 1 Nordea
2 3 SEB
3 2 Danske Bank
4 4 Svenska Handelsbanken
5 5 Swedbank
6 7 Jyske Bank
7 23 Sydbank
8 6 DNB Bank
9 13 SpareBank1
Top
Family Office Services
2018 2017
1 5 UBS
2 1 Nordea
3 2 SEB
4 12 JPMorgan
5 3 Danske Bank
6 Nykredit
7 8 Swedbank
8 9 Credit Suisse
Research and Asset Allocation Advice
2018 2017
1 1 Nordea
2 7 Carnegie
3 2 SEB
4 3 Danske Bank
5 24 Nykredit
6 5 Swedbank
7 10 UBS
8 34 Goldman Sachs
9 4 DNB Bank
10 9 Credit Suisse
Philanthropic Advice
2018 2017
1 5 UBS
2 2 SEB
3 1 Nordea
4 3 Swedbank
5 4 Danske Bank
6 14= Nykredit
7 10 JPMorgan
8 13 Credit Suisse
SRI/Social Impact Investing
2018 2017
1 2 Nordea
2 4 Swedbank
3 1 SEB
4 25= Deutsche Bank
5 8 UBS
6 5 Storebrand
7 Nykredit
8 3 Danske Bank
Top
International Clients
2018 2017
1 2 Nordea
2 4 UBS
3 1 SEB
4 3 Danske Bank
5 8 Svenska Handelsbanken
6 10 HSBC
7 9 JPMorgan
8 11 Deutsche Bank
9 5 Credit Suisse
Succession Planning Advice and Trusts
2018 2017
1 1 Nordea
2 2 Danske Bank
3 6 Svenska Handelsbanken
4 29 UBS
5 3 SEB
6 5 Swedbank
7 11 Alandsbanken
8 Nykredit
9 Sydbank
Innovative Technology - Client Experience
2018 2017
1 1 Danske Bank
2 2 Nordea
3 4 Nordnet
4 Avanza
5 12 UBS
6 Nykredit
7 15 Svenska Handelsbanken
8 5 DNB Bank
9 6 Swedbank
Top

North America

Best private banking services overall
2018 2017
1 1 JPMorgan
2 7= Goldman Sachs
3 3 UBS
4 6 Citi
5 9 RBC
Ultra High Net Worth clients (Greater than US$ 30 million)
2018 2017
1 1 JPMorgan
2 2 Goldman Sachs
3 5 Northern Trust
4 4 UBS
5 9 Northwood Family Office
6 12= Merrill Lynch Wealth Management
High Net Worth clients (US$ 5 million to US$ 30 million)
2018 2017
1 3 Merrill Lynch Wealth Management
2 1 Morgan Stanley
3 8 Northern Trust
4 11 Northwood Family Office
5 2 JPMorgan
6 BMO
Super affluent clients (US$ 1 million to US$ 5 million)
2018 2017
1 1 Morgan Stanley
2 3 Merrill Lynch Wealth Management
3 6 JPMorgan
4 5 Citi
5 25= Northwood Family Office
Asset Management
2018 2017
1 3 BlackRock
2 14= Northwood Family Office
Investment Banking Capabilities
2018 2017
1 1 Goldman Sachs
2 2 JPMorgan
3 3 Morgan Stanley
4 7= Merrill Lynch Wealth Management
5 6 RBC
Top
Commercial Banking Capabilities
2018 2017
1 3 Citi
2 = JPMorgan
2 = Wells Fargo
4 BMO
5 6 RBC
Family Office Services
2018 2017
1 3 JPMorgan
2 8 Northwood Family Office
Research and Asset Allocation Advice
2018 2017
1 1 JPMorgan
Philanthropic Advice
2018 2017
1 1 JPMorgan
2 2 Northern Trust
3 10 Northwood Family Office
4 8 Goldman Sachs
5 16 RBC
SRI/Social Impact Investing
2018 2017
1 4= JPMorgan
2 14= Northwood Family Office
International Clients
2018 2017
1 1 UBS
2 2 Citi
3 3 JPMorgan
4 4 HSBC
Succession Planning Advice and Trusts
2018 2017
1 1 Northern Trust
2 2 JPMorgan
3 6 Northwood Family Office
4 8= RBC
Innovative Technology - Client Experience
2018 2017
1 1 JPMorgan
2 22 TD Bank
Top

Western Europe

Best private banking services overall
2018 2017
1 1 UBS
2 2 JPMorgan
3 4 Pictet
4 5 BNP Paribas
5 3 Credit Suisse
6 8 Julius Baer
7 9 Rothschild
8 7 Deutsche Bank
9 6 ABN AMRO
10 10 Santander
Ultra High Net Worth clients (Greater than US$ 30 million)
2018 2017
1 1 UBS
2 2 JPMorgan
3 5 Goldman Sachs
4 4 Credit Suisse
5 3 Pictet
6 6 Rothschild
7 8 BNP Paribas
8 9 Julius Baer
9 7 Deutsche Bank
10 15 HSBC
High Net Worth clients (US$ 5 million to US$ 30 million)
2018 2017
1 1 UBS
2 2 Credit Suisse
3 8 Julius Baer
4 3 BNP Paribas
5 5 Deutsche Bank
6 7 JPMorgan
7 9 Rothschild
8 11 HSBC
9 6 ABN AMRO
10 4 Pictet
Super affluent clients (US$ 1 million to US$ 5 million)
2018 2017
1 2 BNP Paribas
2 1 UBS
3 3 Credit Suisse
4 6 Deutsche Bank
5 7 UniCredit
6 12 Intesa Sanpaolo
7 4 Societe Generale
8 5 ABN AMRO
9 8 HSBC
10 9 Julius Baer
Asset Management
2018 2017
1 1 BlackRock
2 2 UBS
3 3 JPMorgan
4 VaR Capital
5 6 Deutsche Bank
6 4 Pictet
7 13 Aberdeen Asset Management
8 9 BNP Paribas
9 11 Fidelity Investments
10 5 Credit Suisse
Investment Banking Capabilities
2018 2017
1 1 Goldman Sachs
2 2 JPMorgan
3 3 UBS
4 5 Deutsche Bank
5 6 BNP Paribas
6 4 Credit Suisse
7 9 Morgan Stanley
8 7 Rothschild
9 10 Citi
10 15 Lazard
Top
Commercial Banking Capabilities
2018 2017
1 1 BNP Paribas
2 3 HSBC
3 4 Deutsche Bank
4 7 Barclays
5 2 UniCredit
6 8 Santander
7 9 Societe Generale
8 6 Commerzbank
9 10 Intesa Sanpaolo
10 11 ABN AMRO
Family Office Services
2018 2017
1 1 UBS
2 VaR Capital
3 2 Pictet
4 4 JPMorgan
5 5 Rothschild
6 3 Credit Suisse
7 11 Goldman Sachs
8 6 Deutsche Bank
9 8 BNP Paribas
10 12 Julius Baer
Research and Asset Allocation Advice
2018 2017
1 1 UBS
2 2 JPMorgan
3 5 Goldman Sachs
4 3 Credit Suisse
5 4 Deutsche Bank
6 6 BNP Paribas
7 13 BlackRock
8 8 Pictet
9 7 Societe Generale
10 10 HSBC
Philanthropic Advice
2018 2017
1 1 UBS
2 2 BNP Paribas
3 4 Credit Suisse
4 3 JPMorgan
5 5 Pictet
6 6 ABN AMRO
7 8 HSBC
8 9 Deutsche Bank
9 14 Barclays
10 13 Santander
Top
SRI/Social Impact Investing
2018 2017
1 1 UBS
2 2 BNP Paribas
3 4 Pictet
4 5 Deutsche Bank
5 6 ABN AMRO
6 3 Credit Suisse
7 30 Barclays
8 9 HSBC
9 8 JPMorgan
10 7 Triodos
International Clients
2018 2017
1 1 UBS
2 2 HSBC
3 3 JPMorgan
4 4 Credit Suisse
5 5 Deutsche Bank
6 6 BNP Paribas
7 7 Goldman Sachs
8 8 Citi
9 15 Barclays
10 10 Societe Generale
Succession Planning Advice and Trusts
2018 2017
1 1 UBS
2 2 Credit Suisse
3 3 JPMorgan
4 6 Pictet
5 5 Deutsche Bank
6 4 BNP Paribas
7 16 HSBC
8 7 ABN AMRO
9 9 Rothschild
10 13 Julius Baer
Innovative Technology - Client Experience
2018 2017
1 1 UBS
2 3 Credit Suisse
3 2 BNP Paribas
4 5 Deutsche Bank
5 14 Barclays
6 8 Pictet
7 19 Lombard Odier
8 21 Fineco bank
9 4 ING
10 6 Santander
Top
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