Private Banking and Wealth Management Survey

 

Private Banking and Wealth Management Survey 2019: Results Index

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More than 2,000 private bankers took part in the 2019 Euromoney private banking survey. See who’s up and who’s down globally, regionally and by country.

Overall Global Results

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© 2019 Euromoney  
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Methodology
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Use data from this survey

Regional Results

Country Results A - C

Country Results D - J

Country Results K - P

Country Results R - U 



Banks or clients wanting to view more detailed results and analysis can do so by contacting Mark Lilley, head of data publishing, Euromoney: Tel: +34 915946046; email: mark.lilley@euromoneyplc.com


Editorial content

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  Wealth management: The Next Generation
The last 20 years of private banking have been all about building scale, international growth and professionalization; the top wealth managers are still getting bigger and are confident they have the right model – but as they struggle to maintain quality of service under pressure on revenues, new specialists are emerging.


compass-illo-160x186Private banking architects: Modern wealth management
In a supposedly slow-moving industry, the amount of change in global wealth management over five decades has been remarkable.

  • James Gorman, Morgan Stanley
  • Mary Callahan Erdoes, JPMorgan
  • Jürg Zeltner, UBS
  • Mark Branson, Finma
  • Tan Su Shan, DBS


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    Private banking across the decades
    Euromoney’s coverage of private banking since our launch in 1969 reflects the changes in the industry itself. The first 30 years were dominated by Swiss banks – and trying to get into their inner sanctums. The last two decades have seen the evolution of wealth management into a truly global business, new professionalisation and increasing competition.

    PB_womenWomen in private banking: Why we need a new normal
    Wealth management was built by men for men. Now that women will become the largest beneficiaries of the $30 trillion intergenerational wealth transfer, the industry needs to overhaul itself. If it doesn’t, it will be letting down more than just its female clients.




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    Who stays in Asia, wins in Asia
    For many private banks that set up in Asia in the last decade, the cost of doing business kept them locked out of the vast expansion of wealth in the region; those that didn’t leave are settling into a more mature industry, but they are a long way from being able to relax.




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    Wealthtech 2.0 – when human meets robot
    If there was ever a risk of client advisers being replaced by robots, that danger has now passed. Today both robo-advisers and large wealth managers see the importance of having humans and technology work together.





    Zhang Yanbin_160x186
    From private bank client to farmer: a Chinese model of social lending
    Financial services group CreditEase runs an app through which its private banking clients can be connected to needy women farmers in China’s rural interior. It’s a remarkable initiative taken up by 200,000 farmers and shows what can be done with low-level credit. But how does the risk management work?







     

    Banks or clients wanting to view more detailed Private Banking Survey results and analysis can do so by contacting Mark Lilley, head of data publishing, Euromoney: Tel: +34 915946046; email: mark.lilley@euromoneyplc.com