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Surveys

Private Banking and Wealth Management Survey 2019: Global Results

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Best Private Banking Services Overall
2019 2018
1 1 UBS
2 3 Credit Suisse
3 2 JPMorgan
4 7 BNP Paribas
5 5 Citi
6 11 Santander
7 4 Julius Baer
8 6 Pictet
9 9 Goldman Sachs
10 8 HSBC
11 12 Deutsche Bank
12 10 ABN AMRO
13 20 UniCredit
14 14 Barclays
15 Raiffeisen Bank International
16 BBVA
17 15 Rothschild
18= Erste Bank
18= Morgan Stanley
20 21 Societe Generale
21 Banco Portugues de Investimento (BPI)
22 18 Intesa Sanpaolo
23 24 Banco Itau
24 Nordea
25 DBS Bank
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 1 UBS
2 3 Credit Suisse
3 2 JPMorgan
4 4 Goldman Sachs
5 5 Citi
6 8 BNP Paribas
7 6 Pictet
8 Santander
9 7 Julius Baer
10 Deutsche Bank
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 1 UBS
2 2 Credit Suisse
3 6 BNP Paribas
4 3 Julius Baer
5 7 Citi
6 4 JPMorgan
7 10 Santander
8 8 Pictet
9 9 Deutsche Bank
10 5 HSBC
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 1 UBS
2 2 BNP Paribas
3 5 Credit Suisse
4 4 Citi
5 7 Santander
6 6 Julius Baer
7 3 HSBC
8 UniCredit
9 Barclays
10 8 ABN AMRO
Asset Management
2019 2018
1 1 BlackRock
2 2 JPMorgan
3 3 UBS
4 6 Credit Suisse
5 10 BNP Paribas
6 5 Pictet
7 Santander
8 9 Goldman Sachs
9 8 Deutsche Bank
10 Aberdeen Standard Investments
Family Office Services
2019 2018
1 2 Credit Suisse
2 1 UBS
3 3 JPMorgan
4 Santander
5 BNP Paribas
6 4 Pictet
7 10 Citi
8 6 Julius Baer
9 7 Goldman Sachs
10 9 HSBC
Research and Asset Allocation Advice
2019 2018
1 2 JPMorgan
2 1 UBS
3 3 Credit Suisse
4 4 Goldman Sachs
5 5 Citi
6 8 BNP Paribas
7 4 Morgan Stanley
8 Santander
9 6 Deutsche Bank
10 Julius Baer
Philanthropic Advice
2019 2018
1 1 UBS
2 2 Credit Suisse
3 3 JPMorgan
4 4 BNP Paribas
5 Santander
6 5 Pictet
7 7 Citi
8 Julius Baer
9 6 HSBC
10 8 ABN AMRO
ESG/Social Impact Investing
2019 2018
1 1 UBS
2 2 Credit Suisse
3 3 JPMorgan
4 5 BNP Paribas
5 Santander
6 6 Pictet
7 7 Citi
8 Julius Baer
9 9 ABN AMRO
10 4 HSBC
International Clients
2019 2018
1 1 UBS
2 5 Credit Suisse
3 4 JPMorgan
4 3 Citi
5 Santander
6 7 BNP Paribas
7 2 HSBC
8 8 Goldman Sachs
9 BBVA
10 Pictet
Succession Planning Advice and Trusts
2019 2018
1 1 UBS
2 2 Credit Suisse
3 3 JPMorgan
4 8 BNP Paribas
5 Santander
6 5 Citi
7 4 HSBC
8 6 Pictet
9 7 Julius Baer
10 Barclays
Technology
2019 2018
1 1 UBS
2 2 Credit Suisse
3 3 JPMorgan
4 4 Citi
5 5 BNP Paribas
6 Santander
7 6 HSBC
8 7 Goldman Sachs
9 8 Pictet
10 Barclays
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