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Surveys

Private Banking and Wealth Management Survey 2019: Regional Results

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Africa

Asia Pacific

Central & Eastern Europe

Latin America

Middle East

Nordics & Baltics

North America

Western Europe



Africa

Best Private Banking Services Overall
2019 2018
1 2 Absa (Barclays)
2 5 Investec
3 3 Standard Bank
4= 10 Nedbank Private Wealth
4= RMB Private Bank
6 FNB Private Wealth
7 4 Standard Chartered
8 8 Credit Suisse
9 Old Mutual Wealth
10 1 UBS
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 2 Absa (Barclays)
2 7 Investec
3= Credit Suisse
3= JPMorgan
5 FNB Private Wealth
6 RMB Private Bank
7= Citadel
7= Deutsche Bank
7= 3 Standard Bank
10 Nedbank Private Wealth
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 2 Absa (Barclays)
2 RMB Private Bank
3 6 Investec
4 FNB Private Wealth
5= Nedbank Private Wealth
5= 4 Standard Bank
7 7 Credit Suisse
8 3 Standard Chartered
9 1 UBS
10 Citi
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 1 Absa (Barclays)
2 4 Standard Chartered
3 Nedbank Private Wealth
4 5 Investec
5= FNB Private Wealth
5= RMB Private Bank
7 2 Standard Bank
8= Citi
8= 8 Credit Suisse
8= 6 Julius Baer
8= State Bank of Mauritius
Asset Management
2019 2018
1 Investec
2 9 Coronation Fund Managers
3 5 Allan Gray
4 2 Absa (Barclays)
5 4 Standard Chartered
6 1 UBS
7= 3 JPMorgan
7= Nedbank Private Wealth
9 BlackRock
10= RMB Private Bank
10= Standard Bank
Family Office Services
2019 2018
1= 3 Stonehage Fleming
1= 2 Absa (Barclays)
3 4 Credit Suisse
4 JPMorgan
5= 6 Pictet
5= Standard Bank
7 Deutsche Bank
8 5 Citi
9= 2PM Group
9= RMB Private Bank
Research and Asset Allocation Advice
2019 2018
1 3 Absa (Barclays)
2 6 Standard Bank
3 2 JPMorgan
4= 7 Citi
4= 5 Credit Suisse
6 4 Standard Chartered
7= Coronation Fund Managers
7= 8 Investec
7= 1 UBS
10= Deutsche Bank
10= RMB Private Bank
Philanthropic Advice
2019 2018
1 2 Absa (Barclays)
2 6 Credit Suisse
3= 5 Nedbank Private Wealth
3= Sanlam Private Investments (SPI)
5 4 Standard Bank
6= 8 JPMorgan
6= LGT
6= Stonehage Fleming
9= FNB Private Wealth
9= 1 UBS
ESG/Social Impact Investing
2019 2018
1 4 UBS
2= Credit Suisse
2= 1 Absa (Barclays)
4 2 Standard Bank
5 Nedbank Private Wealth
6 FNB Private Wealth
7 5 Pictet
8= JPMorgan
8= 3 Standard Chartered
10 RMB Private Bank
International Clients
2019 2018
1 3 Absa (Barclays)
2 FNB Private Wealth
3 4 Standard Bank
4 7 Credit Suisse
5 8 Investec
6= 5 Citi
6= Schroders
8= JPMorgan
8= RMB Private Bank
8= 2 UBS
Succession Planning Advice and Trusts
2019 2018
1 4 Absa (Barclays)
2 8 Stonehage Fleming
3 Maitland
4 FNB Private Wealth
5 3 Standard Bank
6 7 Credit Suisse
7 1 UBS
8 Sanlam Private Investments (SPI)
9= Investec
9= 2 Standard Chartered
Technology
2019 2018
1 3 Absa (Barclays)
2 6 FNB Private Wealth
3 2 Standard Bank
4 Credit Suisse
5 7 Investec
6= 8 Citi
6= Schroders
8= 5 JPMorgan
8= RMB Private Bank
8= 1 UBS
top

Asia Pacific

Best Private Banking Services Overall
2019 2018
1 2 Credit Suisse
2 1 UBS
3 3 Citi
4 10 BNP Paribas
5 5 HSBC
6 DBS Bank
7 7 Julius Baer
8 JPMorgan
9 9 Maybank
10 Bank of Singapore
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 2 Credit Suisse
2 1 UBS
3 3 Citi
4 8 BNP Paribas
5 4 JPMorgan
6 5 Goldman Sachs
7 HSBC
8 9 Julius Baer
9 KEB Hana Bank
10 Shinhan Bank
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 3 Citi
2 2 Credit Suisse
3 1 UBS
4 8 BNP Paribas
5 HSBC
6 DBS Bank
7 9 Julius Baer
8 Bank of Singapore
9 10 KEB Hana Bank
10 9 Mitsubishi UFJ Morgan Stanley PB Securities
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 1 Citi
2 7 UBS
3 3 DBS Bank
4 HSBC
5 6 Bank of Singapore
6 BNP Paribas
7 Credit Suisse
8= Maybank
8= Julius Baer
10 10 KEB Hana Bank
Asset Management
2019 2018
1 2 BlackRock
2 5 UBS
3 BNP Paribas
4= 9 Fidelity Investments
4= 4 JPMorgan
6 Citi
7 6 Pimco
8 1 Aberdeen Standard Investments
9 Credit Suisse
10 8 KEB Hana Bank
Family Office Services
2019 2018
1 2 Credit Suisse
2 1 UBS
3 BNP Paribas
4 8 Citi
5 HSBC
6 6 JPMorgan
7 9 Julius Baer
8 7 KEB Hana Bank
9 Woori Bank
10 CTBC Bank (Chinatrust Commercial Bank)
Research and Asset Allocation Advice
2019 2018
1 2 Citi
2 1 UBS
3 6 Credit Suisse
4 3 JPMorgan
5 BNP Paribas
6 Morgan Stanley
7 8 HSBC
8 4 Goldman Sachs
9 DBS Bank
10= 9 KEB Hana Bank
10= Julius Baer
Philanthropic Advice
2019 2018
1 2 Credit Suisse
2 1 UBS
3 BNP Paribas
4 4 Citi
5 5 HSBC
6 6 JPMorgan
7 7 KEB Hana Bank
8 Kookmin Bank
9 CTBC Bank (Chinatrust Commercial Bank)
10 Julius Baer
ESG/Social Impact Investing
2019 2018
1 1 UBS
2 10 BNP Paribas
3 5 Citi
4 3 Credit Suisse
5 JPMorgan
6 4 HSBC
7 7 KEB Hana Bank
8 Julius Baer
9= Kookmin Bank
9= Standard Chartered
International Clients
2019 2018
1 1 Citi
2 3 UBS
3 4 Credit Suisse
4 DBS Bank
5 BNP Paribas
6 2 HSBC
7 7 KEB Hana Bank
8 8 JPMorgan
9 Maybank
10 Kiwoom Securities
Succession Planning Advice and Trusts
2019 2018
1 1 UBS
2 3 Credit Suisse
3 2 HSBC
4= BNP Paribas
4= 7 Citi
6 6 JPMorgan
7 9 Julius Baer
8 8 KEB Hana Bank
9 Kookmin Bank
10= CTBC Bank (Chinatrust Commercial Bank)
10= IIFL Private Wealth Management
Technology
2019 2018
1 1 Citi
2 2 UBS
3 7 Credit Suisse
4 5 DBS Bank
5 BNP Paribas
6 6 HSBC
7 8 KEB Hana Bank
8 9 JPMorgan
9 Maybank
10 Kiwoom Securities
top


Central & Eastern Europe

Best Private Banking Services Overall
2019 2018
1 6 Raiffeisen Bank International
2 UniCredit
3 Erste Bank
4 2 Credit Suisse
5= Bank of Cyprus
5= Societe Generale
7= Eurobank
7= Intesa Sanpaolo
9 CSOB (KBC)
10= 1 UBS
10= 5 BNP Paribas
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 UniCredit
2 1 UBS
3 2 Credit Suisse
4 Raiffeisen Bank International
5 Erste Bank
6 6 BNP Paribas
7= 8 Bank of Cyprus
7= KBC
9 Societe Generale
10 Rothschild
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 UniCredit
2 5 Raiffeisen Bank International
3 Erste Bank
4 Societe Generale
5 Intesa Sanpaolo
6 8 Bank of Cyprus
7 BNP Paribas
8= 1 Credit Suisse
8= 3 UBS
10 Julius Baer
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 UniCredit
2 1 Raiffeisen Bank International
3 Erste Bank
4 Intesa Sanpaolo
5 10 BNP Paribas
6 Bank of Cyprus
7 Societe Generale
8= CSOB (KBC)
8= 7 UBS
10 Eurobank
Asset Management
2019 2018
1 8 UniCredit
2 Erste Bank
3 Raiffeisen Bank International
4 4 Credit Suisse
5= 10 Bank of Cyprus
5= Societe Generale
7 Intesa Sanpaolo
8 1 UBS
9 OTP Bank
10 CSOB (KBC)
Family Office Services
2019 2018
1 2 UBS
2 10 UniCredit
3 Bank of Cyprus
4 Raiffeisen Bank International
5 1 Credit Suisse
6 Eurobank
7 7 Rothschild
8 Erste Bank
9 Hellenic Bank
10 6 BNP Paribas
Research and Asset Allocation Advice
2019 2018
1 10 UniCredit
2 Erste Bank
3 2 Credit Suisse
4 Raiffeisen Bank International
5 4 UBS
6 5 Goldman Sachs
7 1 JPMorgan
8 Societe Generale
9 Bank of Cyprus
10 Julius Baer
Philanthropic Advice
2019 2018
1 7 Raiffeisen Bank International
2 UniCredit
3 Erste Bank
4 2 UBS
5 1 Credit Suisse
6 5 BNP Paribas
7 Societe Generale
8 Bank of Cyprus
9 Rothschild
10 8 Julius Baer
ESG/Social Impact Investing
2019 2018
1 2 Credit Suisse
2 Erste Bank
3 1 UBS
4 UniCredit
5 7 Raiffeisen Bank International
6 Societe Generale
7 9 Bank of Cyprus
8= CSOB (KBC)
8= BNP Paribas
10 Intesa Sanpaolo
International Clients
2019 2018
1 4 UniCredit
2 5 Raiffeisen Bank International
3 Erste Bank
4 3 UBS
5 Intesa Sanpaolo
6= 2 Credit Suisse
6= OTP Bank
8 6 BNP Paribas
9 Bank of Cyprus
10 Societe Generale
Succession Planning Advice and Trusts
2019 2018
1 UniCredit
2 Erste Bank
3 Raiffeisen Bank International
4 2 UBS
5 1 Credit Suisse
6 BNP Paribas
7 4 PricewaterhouseCoopers
8= 10 Bank of Cyprus
8= Deloitte
10 6 Julius Baer
Technology
2019 2018
1 UniCredit
2 7 Raiffeisen Bank International
3 9 Erste Bank
4 1 UBS
5 Intesa Sanpaolo
6= 4 Credit Suisse
6= OTP Bank
8 3 BNP Paribas
9 Bank of Cyprus
10 Societe Generale
top


Latin America

Best Private Banking Services Overall
2019 2018
1 3 Santander
2 1 JPMorgan
3 2 Credit Suisse
4 6 Citi
5 5 Banco Itau
6 7 BTG Pactual
7 4 UBS
8 BBVA
9 Morgan Stanley
10 Banco de Chile
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 6 Santander
2 1 JPMorgan
3 2 Credit Suisse
4 4 Banco Itau
5 7 Citi
6 8 BTG Pactual
7 3 UBS
8 5 Goldman Sachs
9 BBVA
10 Morgan Stanley
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 2 Santander
2 5 JPMorgan
3 1 Credit Suisse
4 4 Banco Itau
5 6 Citi
6 7 BTG Pactual
7 3 UBS
8 BBVA
9 Morgan Stanley
10 Banco de Chile
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 1 Santander
2 3 Citi
3 6 BTG Pactual
4 BBVA
5 2 Banco Itau
6 Morgan Stanley
7 4 Credit Suisse
8 8 XP Investimentos
9 Banco de Chile
10 Banco BICE
Asset Management
2019 2018
1 7 Santander
2 2 JPMorgan
3 3 BlackRock
4 4 BTG Pactual
5= Banco Itau
5= 10 Citi
7 1 Credit Suisse
8 Pictet
9= Goldman Sachs
9= BBVA
Family Office Services
2019 2018
1 8 Santander
2 1 JPMorgan
3 3 Credit Suisse
4 5 BTG Pactual
5 9 Banco Itau
6 2 UBS
7 Pictet
8 Citi
9 Banco de Chile
10= Turim
10= BBVA
Research and Asset Allocation Advice
2019 2018
1 1 JPMorgan
2 9 Santander
3 2 Credit Suisse
4 5 Goldman Sachs
5= 7 Banco Itau
5= 3 UBS
7 6 Citi
8 4 BTG Pactual
9 BBVA
10 Morgan Stanley
Philanthropic Advice
2019 2018
1 5 Santander
2 2 JPMorgan
3 3 Credit Suisse
4 1 UBS
5 7 Banco Itau
6 4 Citi
7 10 Pictet
8 Banco de Chile
9 Banco BICE
10 BBVA
ESG/Social Impact Investing
2019 2018
1 4 Santander
2 5 Credit Suisse
3 2 JPMorgan
4 3 Citi
5 6 Banco Itau
6= 1 UBS
6= BBVA
8 Banco de Chile
9 Banco BICE
10 8 Pictet
International Clients
2019 2018
1 5 Santander
2 1 JPMorgan
3 3 Credit Suisse
4 9 Banco Itau
5 BBVA
6 2 Citi
7 4 UBS
8 10 BTG Pactual
9 Morgan Stanley
10 Banco de Chile
Succession Planning Advice and Trusts
2019 2018
1 9 Santander
2 1 JPMorgan
3 3 Credit Suisse
4 4 Citi
5 2 UBS
6 6 Banco Itau
7 5 BTG Pactual
8 Banco de Chile
9 Banco BICE
10 BBVA
Technology
2019 2018
1 6 Santander
2 2 JPMorgan
3 5 Credit Suisse
4 3 Banco Itau
5 10 BBVA
6 4 Citi
7= BTG Pactual
7= 1 UBS
9 Morgan Stanley
10 Banco de Chile
top


Middle East

Best Private Banking Services Overall
2019 2018
1 3 Credit Suisse
2 1 JPMorgan
3 2 UBS
4 4 Julius Baer
5 6 Pictet
6= BNP Paribas
6= 5 Citi
6= Barclays
9 7 HSBC
10 UBP
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 1 JPMorgan
2 3 Credit Suisse
3 2 UBS
4 6 Pictet
5 5 Goldman Sachs
6 8 Julius Baer
7 4 Citi
8 7 HSBC
9 Lombard Odier
10 Morgan Stanley
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 2 Credit Suisse
2 3 Julius Baer
3 1 UBS
4 6 Pictet
5 9 JPMorgan
6= 5 Citi
6= 4 HSBC
8 8 Lombard Odier
9 BNP Paribas
10 Barclays
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 1 Julius Baer
2 3 Credit Suisse
3 5 UBS
4 4 Citi
5 6 Lombard Odier
6 BNP Paribas
7= Emirates NBD
7= 2 HSBC
7= 7 Pictet
7= 9 UBP
Asset Management
2019 2018
1 1 JPMorgan
2 4 Credit Suisse
3 Julius Baer
4 2 BlackRock
5 3 UBS
6 5 Goldman Sachs
7 7 Pictet
8 Aberdeen Standard Investments
9 6 HSBC
10= ABN AMRO
10= BNP Paribas
Family Office Services
2019 2018
1 2 JPMorgan
2 3 Credit Suisse
3 1 UBS
4 4 Pictet
5= HSBC
5= 6 Lombard Odier
7 7 Julius Baer
8 5 Citi
9 Goldman Sachs
10 BNP Paribas
Research and Asset Allocation Advice
2019 2018
1 1 JPMorgan
2 3 Credit Suisse
3 5 Goldman Sachs
4 2 UBS
5 Julius Baer
6 8 Pictet
7 6 Citi
8 Credit Agricole
9 4 Deutsche Bank
10 Bank of Singapore
Philanthropic Advice
2019 2018
1 2 Credit Suisse
2 6 JPMorgan
3 1 UBS
4 3 Pictet
5= BNP Paribas
5= 4 HSBC
5= 9 Julius Baer
8 Goldman Sachs
9 8 Lombard Odier
10 Societe Generale
ESG/Social Impact Investing
2019 2018
1 1 Credit Suisse
2 5 JPMorgan
3 Julius Baer
4 3 Pictet
5 2 UBS
6 6 HSBC
7 Barclays
8 BNP Paribas
9= ABN AMRO
9= EFG Hermes
9= UBP
International Clients
2019 2018
1 5 Credit Suisse
2 2 JPMorgan
3 4 UBS
4 3 Citi
5 8 Julius Baer
6= Goldman Sachs
6= 1 HSBC
8 BNP Paribas
9 9 Pictet
10 Merrill Lynch Wealth Management
Succession Planning Advice and Trusts
2019 2018
1 2 Credit Suisse
2 6 JPMorgan
3 1 UBS
4 3 Pictet
5 4 Citi
6 9 Barclays
7 7 Julius Baer
8 5 HSBC
9 BNP Paribas
10= Credit Agricole
10= Goldman Sachs
Technology
2019 2018
1 2 Credit Suisse
2 3 JPMorgan
3 1 UBS
4 4 Citi
5= Goldman Sachs
5= HSBC
7 5 Julius Baer
8 BNP Paribas
9 6 Pictet
10 Merrill Lynch Wealth Management
top


Nordic & Baltics 

Best Private Banking Services Overall
2019 2018
1 1 Nordea
2 6 Danske Bank
3 2 SEB
4 8 UBS
5 7 Swedbank
6= 3 Carnegie
6= Credit Suisse
8 5 Svenska Handelsbanken
9 4 Nykredit
10 Jyske Bank
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 1 UBS
2 3 SEB
3 2 Nordea
4 5 Danske Bank
5 Credit Suisse
6 4 Carnegie
7 6 JPMorgan
8 Goldman Sachs
9 DNB Bank
10 Julius Baer
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 2 SEB
2 1 Nordea
3 5 Danske Bank
4 3 Carnegie
5 9 UBS
6 4 Svenska Handelsbanken
7 Credit Suisse
8 Julius Baer
9 6 Swedbank
10 7 Nykredit
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 1 Nordea
2 3 Danske Bank
3 5 SEB
4 4 Svenska Handelsbanken
5 2 Swedbank
6 10 Carnegie
7 Nordnet
8 6 Nykredit
9 Alandsbanken
10 9 Ringkjobing Landbobank
Asset Management
2019 2018
1 1 Nordea
2 3 SEB
3 4 Danske Bank
4 7 UBS
5 6 BlackRock
6 5 Carnegie
7 Credit Suisse
8= 9 Goldman Sachs
8= 10 JPMorgan
10 Aberdeen Standard Investments
Family Office Services
2019 2018
1 2 Nordea
2 1 UBS
3 8 Credit Suisse
4 3 SEB
5 5 Danske Bank
6 Carnegie
7 Lewben Group
8 Goldman Sachs
9 4 JPMorgan
10 Rothschild
Research and Asset Allocation Advice
2019 2018
1 3 SEB
2 1 Nordea
3 10 Credit Suisse
4 4 Danske Bank
5 2 Carnegie
6 7 UBS
7 6 Swedbank
8 8 Goldman Sachs
9 BlackRock
10= ABG Sundal Collier
10= Deutsche Bank
Philanthropic Advice
2019 2018
1 3 Nordea
2 8 Credit Suisse
3 2 SEB
4 1 UBS
5 5 Danske Bank
6 Svenska Handelsbanken
7 Aktia
8 Carnegie
9= Alandsbanken
9= Rothschild
ESG/Social Impact Investing
2019 2018
1 1 Nordea
2 3 SEB
3 8 Danske Bank
4 Svenska Handelsbanken
5 Credit Suisse
6 2 Swedbank
7 5 UBS
8 OP-Pohjola Group
9 6 Storebrand
10 DNB Bank
International Clients
2019 2018
1 4 Danske Bank
2 1 Nordea
3 3 SEB
4 Nordnet
5 9 Credit Suisse
6 2 UBS
7 Avanza
8= DNB Bank
8= Morgan Stanley
10 Swedbank
Succession Planning Advice and Trusts
2019 2018
1 2 Danske Bank
2 1 Nordea
3 4 UBS
4 5 SEB
5 Credit Suisse
6 Carnegie
7 Rothschild
8= Aktia
8= UBP
10 8 Nykredit
Technology
2019 2018
1 1 Danske Bank
2 2 Nordea
3 SEB
4 3 Nordnet
5 Credit Suisse
6 5 UBS
7 4 Avanza
8= 8 DNB Bank
8= Morgan Stanley
10= JPMorgan
10= Swedbank
top


North America

Best Private Banking Services Overall
2019 2018
1 1 JPMorgan
2 2 Goldman Sachs
3 5 RBC
4 3 UBS
5 4 Citi
6= Northwood Family Office
6= TD Bank
6= City National Bank (RBC)
6= Morgan Stanley
10= Bank of Montreal (BMO)
10= CIBC
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 1 JPMorgan
2 2 Goldman Sachs
3 4 UBS
4 5 Northwood Family Office
5 RBC
6= Merrill Lynch Wealth Management
6= 3 Northern Trust
8 CIBC
9 TD Bank
10 Morgan Stanley
High Net Worth clients (US$ 5 million to US$ 30 million)
2019 2018
1 5 JPMorgan
2 UBS
3 1 Merrill Lynch Wealth Management
4 2 Morgan Stanley
5 4 Northwood Family Office
6 RBC
7 Wells Fargo
8 TD Bank
9 Citi
10 CIBC
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 3 JPMorgan
2 UBS
3 Charles Schwab
4 2 Merrill Lynch Wealth Management
5= 5 Northwood Family Office
5= Wells Fargo
7 4 Citi
8= RBC
8= Goldman Sachs
10= CIBC
10= TD Bank
Asset Management
2019 2018
1 JPMorgan
2 1 BlackRock
3 Morgan Stanley
4= Goldman Sachs
4= UBS
6 2 Northwood Family Office
7 RBC
8= TD Bank
8= Scotiabank
10 Vanguard
Family Office Services
2019 2018
1 1 JPMorgan
2 Bessemer Trust
3 Northern Trust
4= 2 Northwood Family Office
4= UBS
6 Goldman Sachs
7= RBC
7= Scotiabank
9= Bank of Montreal (BMO)
9= Bell Kearns & Associates
9= Wellington Management
Research and Asset Allocation Advice
2019 2018
1 1 JPMorgan
2 UBS
3 Morgan Stanley
4 BlackRock
5= Northwood Family Office
5= Goldman Sachs
7 RBC
8 Citi
9= Vanguard
9= Merrill Lynch Wealth Management
Philanthropic Advice
2019 2018
1 1 JPMorgan
2 Bessemer Trust
3 3 Northwood Family Office
4 Wells Fargo
5 5 RBC
6 US Bank
7= Merrill Lynch Wealth Management
7= Morgan Stanley
7= Northern Trust
7= US Trust
ESG/Social Impact Investing
2019 2018
1 1 JPMorgan
2 UBS
3 BlackRock
4 RBC
5 Morgan Stanley
6 2 Northwood Family Office
7= Bank of Montreal (BMO)
7= Barclays
7= US Trust
7= Wells Fargo
International Clients
2019 2018
1 1 UBS
2 Wells Fargo
3 RBC
4 Northwood Family Office
5 TD Bank
6= Merrill Lynch Wealth Management
6= Morgan Stanley
6= Santander
9 Bank of Montreal (BMO)
10= CIBC
10= National Bank of Canada
10= Access Bank
Succession Planning Advice and Trusts
2019 2018
1 2 JPMorgan
2 Bessemer Trust
3 3 Northwood Family Office
4 4 RBC
5 TD Bank
6 Merrill Lynch Wealth Management
7= UBS
7= Amicorp
7= US Trust
7= Northern Trust
Technology
2019 2018
1 1 JPMorgan
2 Merrill Lynch Wealth Management
3 UBS
4 Charles Schwab
5 Wells Fargo
6 Citi
7 Northwood Family Office
8 RBC
9 2 TD Bank
10 Bank of Montreal (BMO)
top


Western Europe

Best Private Banking Services Overall
2019 2018
1 1 UBS
2 2 JPMorgan
3 5 Credit Suisse
4 4 BNP Paribas
5 3 Pictet
6 6 Julius Baer
7 Deutsche Bank
8 10 Santander
9 9 ABN AMRO
10 Banco Portugues de Investimento (BPI)
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 1 UBS
2 2 JPMorgan
3 4 Credit Suisse
4 7 BNP Paribas
5 3 Goldman Sachs
6 5 Pictet
7 8 Julius Baer
8 6 Rothschild
9 Santander
10 9 Deutsche Bank
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 1 UBS
2 2 Credit Suisse
3 4 BNP Paribas
4 3 Julius Baer
5 10 Pictet
6 6 JPMorgan
7 5 Deutsche Bank
8 Santander
9 9 ABN AMRO
10 Barclays
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 1 BNP Paribas
2 2 UBS
3 3 Credit Suisse
4 4 Deutsche Bank
5 Barclays
6 8 ABN AMRO
7 Santander
8 9 HSBC
9 5 UniCredit
10 Julius Baer
Asset Management
2019 2018
1 1 BlackRock
2 3 JPMorgan
3 2 UBS
4 6 Pictet
5 8 BNP Paribas
6 5 Deutsche Bank
7 10 Credit Suisse
8 Santander
9 7 Aberdeen Standard Investments
10 Amundi
Family Office Services
2019 2018
1 1 UBS
2 6 Credit Suisse
3 4 JPMorgan
4 Pictet
5 9 BNP Paribas
6 Santander
7 8 Deutsche Bank
8 10 Julius Baer
9 7 Goldman Sachs
10 Lombard Odier
Research and Asset Allocation Advice
2019 2018
1 2 JPMorgan
2 1 UBS
3 4 Credit Suisse
4 3 Goldman Sachs
5 6 BNP Paribas
6 5 Deutsche Bank
7 Santander
8 Morgan Stanley
9 ABN AMRO
10 8 Pictet
Philanthropic Advice
2019 2018
1 1 UBS
2 3 Credit Suisse
3 2 BNP Paribas
4 4 JPMorgan
5 10 Santander
6 5 Pictet
7 6 ABN AMRO
8 Julius Baer
9 Barclays
10 8 Deutsche Bank
ESG/Social Impact Investing
2019 2018
1 1 UBS
2 2 BNP Paribas
3 6 Credit Suisse
4 3 Pictet
5 5 ABN AMRO
6 Santander
7 9 JPMorgan
8 4 Deutsche Bank
9 Barclays
10 CaixaBank
International Clients
2019 2018
1 1 UBS
2 4 Credit Suisse
3 3 JPMorgan
4 Santander
5 6 BNP Paribas
6= 5 Deutsche Bank
6= Pictet
8 ING
9= BBVA
9= ABN AMRO
Succession Planning Advice and Trusts
2019 2018
1 1 UBS
2 2 Credit Suisse
3 3 JPMorgan
4 6 BNP Paribas
5 Santander
6 8 ABN AMRO
7 Barclays
8 4 Pictet
9 9 Rothschild
10 5 Deutsche Bank
Technology
2019 2018
1 1 UBS
2 2 Credit Suisse
3 JPMorgan
4 3 BNP Paribas
5 10 Santander
6 6 Pictet
7 4 Deutsche Bank
8 ABN AMRO
9 9 ING
10 Barclays
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