Private Banking and Wealth Management Survey 2019: Regional Results
.
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 |
|
|
top |
