Private Banking and Wealth Management Survey

 

Private Banking and Wealth Management Survey 2019: Country Results A - C

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© 2019 Euromoney
Results index
Press release
Methodology
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Use data from this survey 
Argentina Hungary
Romania
AustraliaIndia
Russia
AustriaIndonesia
Singapore
BahrainIsrael
Slovakia
Belgium.
Italy
South Africa
Brazil.
Japan.
Spain.
Canada
Jersey
Sweden
Chile
Korea
Switzerland
China
Luxembourg
Taiwan
Colombia
Malaysia
Thailand
Croatia
Mexico
Turkey
Cyprus
Monaco
Ukraine
Czech Republic
Morocco
United Arab Emirates
Denmark
Netherlands
United Kingdom
Finland
Norway
United States
France
Panama
Uruguay
Germany
Peru
Greece
Philippines
Guernsey
Poland
Hong Kong
Portugal

   





Argentina

Best Private Banking Services Overall
20192018
16Santander
21JPMorgan
3=BBVA
3=4Pictet
5=Citi
5=Credit Suisse
5=Puente
5=UBS
9Morgan Stanley
10=ABN AMRO
10=Capital Market
10=Galicia
10=Lombard Odier
10=Wells Fargo
Ultra High Net Worth Clients (Greater than US$ 30 million)
20192018
1=1JPMorgan
1=Morgan Stanley
3Santander
43Credit Suisse
5=Puente
5=2UBS
7Wells Fargo
84Pictet
9=Bozano Investimentos
9=Galicia
9=Julius Baer
High Net Worth Clients (US$ 5 million to US$ 30 million)
20192018
1Santander
2=Citi
2=Puente
2=Wells Fargo
5=BBVA
5=4Pictet
7=Cidel
7=2JPMorgan
9=Galicia
9=ICBC
9=IM Trust
9=Lombard Odier
9=Merrill Lynch Wealth Management
Super Affluent Clients (US$ 1 million to US$ 5 million)
20192018
1Santander
2=Morgan Stanley
2=4Wells Fargo
4Galicia
5Puente
6BBVA
7=Crestbridge
7=ICBC
7=Merrill Lynch Wealth Management
7=Bank J. Safra Sarasin
Asset Management
20192018
11JPMorgan
2Citi
32UBS
4=3=Credit Suisse
4=Deutsche Bank
6=5=Goldman Sachs
6=7Pictet
8=2PM Group
8=3=BlackRock
8=Investec
8=Santander
8=Wells Fargo
Family Office Services
20192018
1Pictet
2=Credit Suisse
2=Puente
2=Santander
5WE Family Offices
6=Galicia
6=2JPMorgan
8ICBC
9=Bank Leumi
9=Lombard Odier
9=Quilvest Wealth Management (QWM)
Research and Asset Allocation Advice
20192018
11JPMorgan
2Pictet
3=Deutsche Bank
3=Frances
3=2UBS
6=3Credit Suisse
6=Galicia
6=Morgan Stanley
9=Banco Itau
9=BBVA
9=Lombard Odier
9=Merrill Lynch Wealth Management
9=Prudential
9=Puente
Philanthropic Advice
20192018
1Pictet
21JPMorgan
33Credit Suisse
4Puente
4Santander
62UBS
7Galicia
8=Capital Market
8=Four Partners Advisory
8=Frances
8=4Goldman Sachs
8=Lombard Odier
ESG/Social Impact Investing
20192018
1Galicia
22Credit Suisse
31JPMorgan
4Pictet
5=4=Citi
5=DZ Bank
5=Goldman Sachs
5=6ICBC
5=Julius Baer
5=Puente
5=Wellington Management
International Clients
20192018
12=ICBC
21Citi
22=JPMorgan
44Santander
56=Credit Suisse
6Wells Fargo
7Puente
8=ABN AMRO
8=Lombard Odier
8=Morgan Stanley
8=Pictet
Succession Planning Advice and Trusts
20192018
1=4Credit Suisse
1=Puente
3Citi
4ICBC
5Frances
61JPMorgan
7=Alantra
7=Citco
7=Deutsche Bank
7=Fox Horan & Camerini LLP
7=Galicia
7=3Merrill Lynch Wealth Management
7=Pictet
Technology
20192018
1=3Citi
1=1JPMorgan
3Credit Suisse
4=Santander
4=Wells Fargo
6Puente
7=ABN AMRO
7=Lombard Odier
7=Morgan Stanley
7=Pictet
top


Australia

Best Private Banking Services Overall
20192018
11Credit Suisse
2Macquarie
3Escala Partners
4Morgan Stanley
5Evans & Partners (Australia)
6=First Samuel
6=JB Were
8Mutual Trust
9=3ANZ
9=4=Deutsche Bank
9=Koda Capital
9=4=National Australia Bank
Ultra High Net Worth Clients (Greater than US$ 30 million)
20192018
14=Credit Suisse
23Macquarie
34=Escala Partners
4=Evans & Partners (Australia)
4=1Westpac
6=ANZ
6=Morgan Stanley
6=2National Australia Bank
9=Crestone Wealth Management
9=Mutual Trust
High Net Worth Clients (US$ 5 million to US$ 30 million)
20192018
1=Escala Partners
1=Morgan Stanley
3Macquarie
4=3=Evans & Partners (Australia)
4=2Westpac
6=6=Crestone Wealth Management
6=First Samuel
6=JB Were
9=1ANZ
9=Deutsche Bank
9=Koda Capital
9=Mutual Trust
9=5National Australia Bank
Super Affluent Clients (US$ 1 million to US$ 5 million)
20192018
15Macquarie
2Escala Partners
31=National Australia Bank
4Evans & Partners (Australia)
5=3ANZ
5=First Samuel
5=Morgan Stanley
5=1=Westpac
9=Commonwealth Bank
9=Koda Capital
Asset Management
20192018
18=Escala Partners
2=13=Deutsche Bank
2=Macquarie
2=Westpac
5=3=Evans & Partners (Australia)
5=First Samuel
5=Legg Mason Asset Management
5=2UBS
9=ANZ
9=Credit Mutuel - CIC Group
9=Partners Group
Family Office Services
20192018
13Mutual Trust
2=Escala Partners
2=5Westpac
48=ANZ
51=Myer Family Company
6=8=Deutsche Bank
6=First Samuel
6=KPMG
9=Evans & Partners (Australia)
9=Koda Capital
9=Macquarie
Research and Asset Allocation Advice
20192018
13Westpac
24=Credit Suisse
3=Evans & Partners (Australia)
3=JANA
3=Koda Capital
3=Macquarie
7=Escala Partners
7=First Samuel
7=Morgan Stanley
7=UBS
Philanthropic Advice
20192018
1Koda Capital
2=1=Australian Philanthropic Services
2=Escala Partners
2=JB Were
2=Social Ventures Australia (SVA)
2=6Westpac
7=Macquarie
7=Morgan Stanley
7=Mutual Trust
7=1=National Australia Bank
7=Partners Group
ESG/Social Impact Investing
20192018
1Social Ventures Australia (SVA)
22Australian Ethical Investment
3=Escala Partners
3=JB Were
3=Koda Capital
6=Evans & Partners (Australia)
6=First Samuel
6=Morgan Stanley
6=Philanthropy Australia
10=Deutsche Bank
10=Mutual Trust
10=National Australia Bank
International Clients
20192018
1=Credit Suisse
1=Macquarie
3=4ANZ
3=Crestone Wealth Management
5=Commonwealth Bank
5=4Deutsche Bank
5=First Samuel
8=Escala Partners
8=Koda Capital
8=Mutual Trust
Succession Planning Advice and Trusts
20192018
1Koda Capital
2=6=Mutual Trust
2=4=Westpac
4=Deloitte
4=Escala Partners
4=First Samuel
4=Myer Family Company
8=Arnold Bloch Leibler
8=6=Deutsche Bank
10=Commonwealth Bank
10=Morgan Stanley
10=6=National Australia Bank
10=2Perpetual Private
Technology
20192018
1=Credit Suisse
1=5=Macquarie
3=2=ANZ
3=Crestone Wealth Management
5=1Commonwealth Bank
5=Deutsche Bank
5=First Samuel
8=Escala Partners
8=Koda Capital
8=Mutual Trust
top


Austria

Best Private Banking Services Overall
20192018
14UBS
21Bank Gutmann
33Schoellerbank (UniCredit)
4Erste Bank
5Credit Suisse
65Bankhaus Spangler
72LGT
8=Julius Baer
8=Raiffeisen Bank International
10=Deutsche Bank
10=Kathrein & Co. (Raiffeisen Bank International)
10=Liechtensteinische Landesbank
Ultra High Net Worth Clients (Greater than US$ 30 million)
20192018
11UBS
23=Credit Suisse
3=Erste Bank
3=Schoellerbank (UniCredit)
52LGT
6Bank Gutmann
7Raiffeisen Bank International
8Julius Baer
9Bankhaus Spangler
10Goldman Sachs
High Net Worth Clients (US$ 5 million to US$ 30 million)
20192018
13Bank Gutmann
2Schoellerbank (UniCredit)
3=5Bankhaus Spangler
3=4Credit Suisse
52UBS
61LGT
7=Erste Bank
7=Liechtensteinische Landesbank
9Kathrein & Co. (Raiffeisen Bank International)
10Julius Baer
Super Affluent Clients (US$ 1 million to US$ 5 million)
20192018
11Schoellerbank (UniCredit)
22Bank Gutmann
3=3Bankhaus Spangler
3=5Erste Bank
5Raiffeisen Bank International
6=Oberbank
6=UBS
8LGT
9Liechtensteinische Landesbank
10=Hello bank
10=Pictet
10=Privatbanka
10=Semper Constantia Privatbank
Asset Management
20192018
11Erste Bank
2UBS
3Schoellerbank (UniCredit)
46=Bank Gutmann
53LGT
6=Credit Suisse
6=4=Deutsche Bank
8=Fidelity Investments
8=Raiffeisen Bank International
10Julius Baer
Family Office Services
20192018
11Bankhaus Spangler
23LGT
34UBS
4Credit Suisse
52Bank Gutmann
65DALE Investment Advisors
7=Capital Bank - GRAWE Gruppe
7=Kathrein & Co. (Raiffeisen Bank International)
7=Raiffeisen Bank International
10=BAWAG PSK
10=BNP Paribas
10=Ferri Trust
10=Kepler Cheuvreux
10=Kronos Advisory GmbH
10=Schoellerbank (UniCredit)
Research and Asset Allocation Advice
20192018
11UBS
22Credit Suisse
33Erste Bank
4Deutsche Bank
5Raiffeisen Bank International
6JPMorgan
75LGT
8=Bank Winter
8=DALE Investment Advisors
8=Pictet
Philanthropic Advice
20192018
15Erste Bank
22UBS
31Schelhammer & Schattera
4Bank Gutmann
53=LGT
6Kathrein & Co. (Raiffeisen Bank International)
7=6Bankhaus Spangler
7=Oberbank
7=Raiffeisen Bank International
7=Zurcher Kantonalbank
ESG/Social Impact Investing
20192018
1UBS
2=1Erste Bank
2=2Schelhammer & Schattera
4Raiffeisen Bank International
54=Credit Suisse
63Kathrein & Co. (Raiffeisen Bank International)
7Schoellerbank (UniCredit)
8Bankhaus Spangler
9=4=Bank Gutmann
9=Deutsche Bank
International Clients
20192018
15Erste Bank
23Credit Suisse
31UBS
4=LGT
4=Raiffeisen Bank International
6Bank Gutmann
7Bankhaus Spangler
8Schoellerbank (UniCredit)
9Sberbank
10=Capital Bank - GRAWE Gruppe
10=KPMG
Succession Planning Advice and Trusts
20192018
11Bank Gutmann
23Schoellerbank (UniCredit)
3=2Bankhaus Spangler
3=UBS
5Credit Suisse
6=Erste Bank
6=4LGT
8=Deloitte
8=Zurcher Kantonalbank
10=5Kathrein & Co. (Raiffeisen Bank International)
10=Liechtensteinische Landesbank
10=Semper Constantia Privatbank
Technology
20192018
11Erste Bank
24=Credit Suisse
32UBS
4Raiffeisen Bank International
5Bank Gutmann
6=Bankhaus Spangler
6=LGT
83Schoellerbank (UniCredit)
9Sberbank
10=Capital Bank - GRAWE Gruppe
10=KPMG
top


Bahrain

Best Private Banking Services Overall
20192018
1JPMorgan
2=1Citi
2=5Julius Baer
2=Merrill Lynch Wealth Management
5=BNP Paribas
5=Pictet
7=3=Ahli United Bank
7=Morgan Stanley
Ultra High Net Worth Clients (Greater than US$ 30 million)
20192018
11=JPMorgan
2=4Credit Suisse
2=Investcorp
4=Arab Banking Corporation (ABC)
4=Merrill Lynch Wealth Management
4=Pictet
7Morgan Stanley
High Net Worth Clients (US$ 5 million to US$ 30 million)
20192018
1Julius Baer
2=Investcorp
2=Merrill Lynch Wealth Management
4=Credito Agricola
4=Goldman Sachs
4=Pictet
7=3=Credit Suisse
7=3=JPMorgan
7=JTC Group
Super Affluent Clients (US$ 1 million to US$ 5 million)
20192018
1Ahli United Bank
2Julius Baer
3=Abu Dhabi Commercial Bank
3=Merrill Lynch Wealth Management
5=Arab National Bank
5=Morgan Stanley
7=Charles Schwab
7=Credit Suisse
Asset Management
20192018
12=JPMorgan
2=Investcorp
2=9=Julius Baer
4=Merrill Lynch Wealth Management
4=Pictet
6Morgan Stanley
Family Office Services
20192018
12JPMorgan
2=Merrill Lynch Wealth Management
2=Pictet
4=3Credit Suisse
4=Morgan Stanley
Research and Asset Allocation Advice
20192018
1=5JPMorgan
1=4Julius Baer
3=Credit Agricole
3=Goldman Sachs
3=Pictet
6=Credit Suisse
6=Merrill Lynch Wealth Management
82Citi
Philanthropic Advice
20192018
15=JPMorgan
2=4Credit Suisse
2=Merrill Lynch Wealth Management
4Pictet
5Goldman Sachs
ESG/Social Impact Investing
20192018
1JPMorgan
2=5=Credit Suisse
2=Merrill Lynch Wealth Management
4Pictet
5Goldman Sachs
International Clients
20192018
14=JPMorgan
2Goldman Sachs
3=Julius Baer
3=Merrill Lynch Wealth Management
54=Credit Suisse
Succession Planning Advice and Trusts
20192018
14JPMorgan
2Pictet
3Merrill Lynch Wealth Management
4=7Credit Suisse
4=Goldman Sachs
Technology
20192018
14=JPMorgan
2Goldman Sachs
3=Julius Baer
3=Merrill Lynch Wealth Management
54=Credit Suisse
top


Belgium


Best Private Banking Services Overall
20192018
11KBC
25=BNP Paribas Fortis
32Bank Delen
44Degroof Petercam
5ABN AMRO
65=ING
7Puilaetco Dewaay (KBL)
83Belfius Bank
9Deutsche Bank
10Van Lanschot
Ultra High Net Worth Clients (Greater than US$ 30 million)
20192018
12BNP Paribas Fortis
21KBC
3Degroof Petercam
44Bank Delen
5Belfius Bank
6Credit Suisse
7=ABN AMRO
7=3UBS
95JPMorgan
10Rothschild
High Net Worth Clients (US$ 5 million to US$ 30 million)
20192018
14=BNP Paribas Fortis
21KBC
32Bank Delen
44=Degroof Petercam
5Belfius Bank
66ABN AMRO
7=3ING
7=Rothschild
9Puilaetco Dewaay (KBL)
10Credit Suisse
Super Affluent Clients (US$ 1 million to US$ 5 million)
20192018
15BNP Paribas Fortis
21KBC
32Bank Delen
44Belfius Bank
53ING
6Degroof Petercam
7Deutsche Bank
8=ABN AMRO
8=UBS
8=Puilaetco Dewaay (KBL)
Asset Management
20192018
16BNP Paribas Fortis
21KBC
32=Belfius Bank
42=Degroof Petercam
5=JPMorgan
5=5BlackRock
7=Aberdeen Standard Investments
7=4Bank Delen
9=Deutsche Bank
9=Pimco
9=Carmignac Gestion
Family Office Services
20192018
12Degroof Petercam
23BNP Paribas Fortis
34Bank Delen
41KBC
55=Puilaetco Dewaay (KBL)
6Banque de Luxembourg (Credit Mutuel - CIC Group)
7=ABN AMRO
7=KPMG
9Edmond de Rothschild Group
10=Lombard Odier
10=UBS
Research and Asset Allocation Advice
20192018
13BNP Paribas Fortis
21KBC
3ABN AMRO
42ING
5Banque de Luxembourg (Credit Mutuel - CIC Group)
6=Belfius Bank
6=UBS
85=JPMorgan
9Credit Suisse
10=5=BlackRock
10=Carmignac Gestion
10=Degroof Petercam
10=Societe Generale
Philanthropic Advice
20192018
12BNP Paribas Fortis
26Bank Delen
31Degroof Petercam
44=KBC
5ING
64=Triodos
7=ABN AMRO
7=Banque de Luxembourg (Credit Mutuel - CIC Group)
7=Credit Suisse
10Edmond de Rothschild Group
ESG/Social Impact Investing
20192018
11BNP Paribas Fortis
22Triodos
35ABN AMRO
4=Degroof Petercam
4=3KBC
6ING
7=4Belfius Bank
7=BlueOrchard
7=Societe Generale
7=Puilaetco Dewaay (KBL)
International Clients
20192018
11BNP Paribas Fortis
2Belfius Bank
3Bank Delen
42ING
53KBC
6=Degroof Petercam
6=Lombard Odier
6=Puilaetco Dewaay (KBL)
9=ABN AMRO
9=AXA
Succession Planning Advice and Trusts
20192018
12BNP Paribas Fortis
21Bank Delen
3Degroof Petercam
4ABN AMRO
5ING
6=Banque de Luxembourg (Credit Mutuel - CIC Group)
6=3KBC
8=Credit Suisse
8=5=Puilaetco Dewaay (KBL)
10=Lombard Odier
10=UBS
Technology
20192018
15BNP Paribas Fortis
22Belfius Bank
34Bank Delen
43ING
51KBC
6=Lombard Odier
6=Degroof Petercam
6=Puilaetco Dewaay (KBL)
9=ABN AMRO
9=AXA
top


Brazil


Best Private Banking Services Overall
20192018
14BTG Pactual
22Banco Itau
31Credit Suisse
45Santander
53JPMorgan
6Bradesco
7UBS
8Safra
9Morgan Stanley
10Citi
Ultra High Net Worth Clients (Greater than US$ 30 million)
20192018
14BTG Pactual
23Banco Itau
32Credit Suisse
45Santander
51JPMorgan
6Goldman Sachs
7Bradesco
8Safra
9UBS
10Morgan Stanley
High Net Worth Clients (US$ 5 million to US$ 30 million)
20192018
13=BTG Pactual
21Banco Itau
32Santander
43=Credit Suisse
55Bradesco
6UBS
76JPMorgan
8XP Investimentos
9Safra
10Citi
Super Affluent Clients (US$ 1 million to US$ 5 million)
20192018
13BTG Pactual
24XP Investimentos
31Banco Itau
42Santander
5Safra
65Bradesco
7Banco do Brasil
8Citi
9UBS
10BNP Paribas
10Credit Suisse
Asset Management
20192018
12=BTG Pactual
24SPX Capital
32=Credit Suisse
4Santander
55Banco Itau
6Safra
7=Citi
7=JPMorgan
9XP Investimentos
10UBS
Family Office Services
20192018
13BTG Pactual
22Turim
34Banco Itau
41Consenso
5=GPS Investimentos
5=Santander
75Reliance (Brazil)
8UBS
9Bradesco
10Goldman Sachs
Research and Asset Allocation Advice
20192018
12BTG Pactual
2=3=Banco Itau
2=1Credit Suisse
4Goldman Sachs
53=JPMorgan
6Morgan Stanley
76Santander
8Citi
9XP Investimentos
105UBS
Philanthropic Advice
20192018
13=Banco Itau
23=JPMorgan
32BTG Pactual
46Santander
55UBS
6Goldman Sachs
7Safra
8Banco do Brasil
9Citi
10=1Credit Suisse
10=Morgan Stanley
ESG/Social Impact Investing
20192018
14Santander
25=BTG Pactual
31Banco Itau
43UBS
5Citi
6=5=Banco do Brasil
6=JPMorgan
8=2Bradesco
8=Credit Suisse
8=Safra
International Clients
20192018
1BTG Pactual
2Banco Itau
3XP Investimentos
43Santander
54UBS
6Goldman Sachs
7Bradesco
8=Banco do Brasil
8=Morgan Stanley
10JPMorgan
Succession Planning Advice and Trusts
20192018
14BTG Pactual
21JPMorgan
33Banco Itau
45UBS
5Santander
62Credit Suisse
7Citi
8Safra
9Bradesco
10=Goldman Sachs
10=XP Investimentos
Technology
20192018
14BTG Pactual
21Banco Itau
32XP Investimentos
4Santander
53UBS
6Goldman Sachs
7Bradesco
8=Banco do Brasil
8=Morgan Stanley
10JPMorgan
top


Canada

Best Private Banking Services Overall
20192018
1Northwood Family Office
21RBC
32TD Bank
4Bank of Montreal (BMO)
55National Bank of Canada
64Scotiabank
7UBS
8CIBC
9Newport Private Wealth
 10Citi 
Ultra High Net Worth Clients (Greater than US$ 30 million)
20192018
11Northwood Family Office
22RBC
3CIBC
44TD Bank
5Bank of Montreal (BMO)
6=5Scotiabank
6=UBS
83National Bank of Canada
9Newport Private Wealth
10CGOV Asset Management
High Net Worth Clients (US$ 5 million to US$ 30 million)
20192018
11Northwood Family Office
22RBC
35TD Bank
4CIBC
53Bank of Montreal (BMO)
64National Bank of Canada
7=Newport Private Wealth
7=UBS
9Raymond James
10CGOV Asset Management
Super Affluent Clients (US$ 1 million to US$ 5 million)
20192018
11Northwood Family Office
22RBC
3CIBC
45TD Bank
53Bank of Montreal (BMO)
64National Bank of Canada
7UBS
8=Brookfield Asset Management
8=HSBC
10Scotiabank
Asset Management
20192018
11Northwood Family Office
24RBC
32=TD Bank
42Scotiabank
5CIBC
6Bank of Montreal (BMO)
7=6National Bank of Canada
7=Nexus Investment Management
7=Raymond James
10=Brookfield Asset Management
10=5Burgundy Asset Management
10=Pimco
Family Office Services
20192018
11Northwood Family Office
22RBC
36Bank of Montreal (BMO)
4=CIBC
4=3=TD Bank
6UBS
7Scotiabank
8Bell Kearns & Associates
93=National Bank of Canada
10Nexus Investment Management
Research and Asset Allocation Advice
20192018
12Northwood Family Office
21RBC
3=3Bank of Montreal (BMO)
3=CIBC
3=5TD Bank
6National Bank of Canada
7UBS
8Scotiabank
9=Fidelity Investments
9=HSBC
9=Raymond James
Philanthropic Advice
20192018
11Northwood Family Office
23=RBC
36TD Bank
43=Scotiabank
52Bank of Montreal (BMO)
6CIBC
7=5Laurentian Bank of Canada
7=UBS
9Burgundy Asset Management
10Barclays
ESG/Social Impact Investing
20192018
12RBC
21Northwood Family Office
35Bank of Montreal (BMO)
43TD Bank
5UBS
6CIBC
7Citi
8NEI Investments
9=Blackstone
9=Nexus Investment Management
International Clients
20192018
11Northwood Family Office
2RBC
3TD Bank
4Bank of Montreal (BMO)
5UBS
6=CIBC
6=National Bank of Canada
8=AfrAsia
8=Banco do Brasil
8=BBVA
Succession Planning Advice and Trusts
20192018
11Northwood Family Office
22RBC
35TD Bank
4=3=Bank of Montreal (BMO)
4=CIBC
6Newport Private Wealth
7=3=National Bank of Canada
7=UBS
9Nexus Investment Management
10CGOV Asset Management
Technology
20192018
1Northwood Family Office
22RBC
31TD Bank
44=Bank of Montreal (BMO)
5UBS
6=CIBC
6=National Bank of Canada
8=AfrAsia
8=Banco do Brasil
8=BBVA
top


Chile

Best Private Banking Services Overall
20192018
11Santander
2Banco de Chile
34Banco BICE
4Banco Security
5Banco de Credito e Inversiones
6Banco Itau
72JPMorgan
83BTG Pactual
9BBVA
10Credit Suisse
Ultra High Net Worth Clients (Greater than US$ 30 million)
20192018
15Santander
2Banco de Chile
3Banco Itau
4Banco BICE
51JPMorgan
6=Banco de Credito e Inversiones
6=Banco Security
83BTG Pactual
94Larrain Vial
10Goldman Sachs
High Net Worth Clients (US$ 5 million to US$ 30 million)
20192018
13Santander
2Banco de Chile
3Banco Itau
4Banco de Credito e Inversiones
5Banco BICE
61BTG Pactual
7=Banco Security
7=5Credit Suisse
94Larrain Vial
10=BancoEstado
10=JPMorgan
Super Affluent Clients (US$ 1 million to US$ 5 million)
20192018
11Santander
23Banco de Chile
35=Banco BICE
4Banco de Credito e Inversiones
5=Banco Security
5=2BTG Pactual
7BancoEstado
84Larrain Vial
95=Banco Itau
10BBVA
Asset Management
20192018
15Santander
2Banco de Chile
3Banco Itau
4Banco BICE
5Banco de Credito e Inversiones
6BancoEstado
72BTG Pactual
8Banco Security
9=4BlackRock
9=3Larrain Vial
Family Office Services
20192018
1Santander
2Banco de Chile
3=Banco BICE
3=Banco Itau
51BTG Pactual
6=Banco Security
6=5=Econsult
8BancoEstado
9Credicorp Capital
10=5=Larrain Vial
10=Picton Advisors
Research and Asset Allocation Advice
20192018
13=Santander
2Banco de Chile
3Banco BICE
4Banco Itau
5Banco de Credito e Inversiones
6=3=BTG Pactual
6=1JPMorgan
8=Banco Security
8=Goldman Sachs
10BBVA
Philanthropic Advice
20192018
13Santander
24Banco de Chile
3Banco BICE
4Banco Itau
55Banco de Credito e Inversiones
6BancoEstado
7Banco Security
8Credit Suisse
91=UBS
10=Credicorp Capital
10=1=JPMorgan
ESG/Social Impact Investing
20192018
11=Santander
21=Banco de Chile
3Banco BICE
4Banco Itau
54=Banco de Credito e Inversiones
6Banco Security
7BancoEstado
8=Credit Suisse
8=7Larrain Vial
10BBVA
International Clients
20192018
13Santander
2Banco de Chile
3Banco de Credito e Inversiones
45Banco Itau
5Banco BICE
6Banco Security
74Larrain Vial
8BancoEstado
9Credicorp Capital
10=BBVA
10=Credit Suisse
10=1JPMorgan
Succession Planning Advice and Trusts
20192018
1Santander
2Banco de Chile
3Banco BICE
4Banco Itau
5=Banco de Credito e Inversiones
5=Banco Security
7BancoEstado
85Larrain Vial
9Credit Suisse
10=4BTG Pactual
10=1=JPMorgan
Technology
20192018
11=Santander
2Banco de Chile
34Banco de Credito e Inversiones
4Banco Itau
5Banco BICE
6Banco Security
75Larrain Vial
8BancoEstado
9Credicorp Capital
10=BBVA
10=Credit Suisse
10=3JPMorgan
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China


Best Private Banking Services Overall
20192018
11China Merchants Bank
2Credit Suisse
33Bank of China
4ICBC
5BNP Paribas
64UBS
7China International Capital Corporation (CICC)
8=AllianceBernstein
8=Bank of Shanghai
8=JPMorgan
Ultra High Net Worth Clients (Greater than US$ 30 million)
20192018
12China Merchants Bank
2Credit Suisse
34Goldman Sachs
4China International Capital Corporation (CICC)
5=1Agricultural Bank of China
5=5Bank of China
7BNP Paribas
83UBS
9Morgan Stanley
10=China CITIC Bank
10=China Construction Bank
10=Deutsche Bank
High Net Worth Clients (US$ 5 million to US$ 30 million)
20192018
11China Merchants Bank
2Credit Suisse
3ICBC
4=3Bank of China
4=China Minsheng Bank
4=5UBS
7BNP Paribas
8Citi
9HSBC
10=4China CITIC Bank
10=OP-Pohjola Group
Super Affluent Clients (US$ 1 million to US$ 5 million)
20192018
12China Merchants Bank
2HSBC
24ICBC
43Bank of China
5UBS
6=China Minsheng Bank
6=Citi
8=ABN AMRO
8=AllianceBernstein
10Morgan Stanley
Asset Management
20192018
12China Merchants Bank
2BlackRock
3UBS
4=Blackstone
4=4JPMorgan
6=Credit Suisse
6=Guotai Asset Management
8=China Merchants Fund Management
8=China Southern Fund Management
8=Goldman Sachs
Family Office Services
20192018
11China Merchants Bank
2=Credit Suisse
2=ICBC
4=China International Capital Corporation (CICC)
4=3UBS
6=4China CITIC Bank
6=Deutsche Bank
6=Turicum Private Bank
9=ABAX Group
9=5Bank of China
9=BlackRock
Research and Asset Allocation Advice
20192018
12China Merchants Bank
2UBS
3=4Goldman Sachs
3=Morgan Stanley
5ICBC
6=3Bank of China
6=Deutsche Bank
8JPMorgan
9China International Capital Corporation (CICC)
10HSBC
Philanthropic Advice
20192018
11China Merchants Bank
2Credit Suisse
3ICBC
4=BNP Paribas
4=4UBS
6Wallstreet Asset Management
7=Bank of Communications
7=Deutsche Bank
9=3Bank of China
9=JPMorgan
ESG/Social Impact Investing
20192018
12China Merchants Bank
2UBS
3ICBC
4Bank of Shanghai
5China International Capital Corporation (CICC)
6Credit Suisse
7=Blackstone
7=China CITIC Bank
7=Deutsche Bank
10=3Bank of China
10=Goldman Sachs
International Clients
20192018
11China Merchants Bank
2ICBC
3Credit Suisse
4=5Bank of China
4=BlackRock
4=China Minsheng Bank
4=UBS
8=Bank of Dalian
8=Wellington Management
10=E.Sun Commercial Bank
10=Goldman Sachs
10=Morgan Stanley
Succession Planning Advice and Trusts
20192018
12China Merchants Bank
2HSBC
35Credit Suisse
4ICBC
5China International Capital Corporation (CICC)
64UBS
7Bank of Shanghai
83China CITIC Bank
9JPMorgan
10=Bank of China
10=China Minsheng Bank
Technology
20192018
12China Merchants Bank
24ICBC
3Credit Suisse
4=5UBS
4=3Bank of China
4=BlackRock
4=China Minsheng Bank
8=Bank of Dalian
8=Wellington Management
10=E.Sun Commercial Bank
10=Goldman Sachs
10=Morgan Stanley
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Colombia



Best Private Banking Services Overall
20192018
11JPMorgan
24Bancolombia
3Merrill Lynch Wealth Management
4=Credit Suisse
4=Davivienda
4=2UBS
7Morgan Stanley
8Goldman Sachs
9Citi
10Ultraserfinco
Ultra High Net Worth Clients (Greater than US$ 30 million)
20192018
11JPMorgan
22UBS
34=Merrill Lynch Wealth Management
4=Bancolombia
4=Credit Suisse
4=Goldman Sachs
4=Morgan Stanley
8=BBVA
8=Pictet
10Grupo Aval
High Net Worth Clients (US$ 5 million to US$ 30 million)
20192018
1=5=Bancolombia
1=Merrill Lynch Wealth Management
31UBS
4Morgan Stanley
53JPMorgan
6Credit Suisse
7=BTG Pactual
7=2Citi
7=4Davivienda
7=Grupo Aval
7=Pictet
Super Affluent Clients (US$ 1 million to US$ 5 million)
20192018
16Bancolombia
2Davivienda
3=1Merrill Lynch Wealth Management
3=Morgan Stanley
53=Ultraserfinco
6BTG Pactual
7=BBVA
7=Credicorp Capital
7=Credit Suisse
10=Grupo Aval
10=Santander
Asset Management
20192018
11BlackRock
2=Bancolombia
2=2=JPMorgan
4=BBVA
4=Morgan Stanley
6=9Banco Itau
6=BTG Pactual
6=Credit Suisse
6=Pimco
6=2=Ultraserfinco
Family Office Services
20192018
16=Credit Suisse
2=3=WE Family Offices
2=Bancolombia
2=2JPMorgan
5=BBVA
5=10Davivienda
7UBS
8=Pictet
8=3=BTG Pactual
8=Grupo Aval
Research and Asset Allocation Advice
20192018
13JPMorgan
21Bancolombia
3=Goldman Sachs
3=5UBS
5Credit Suisse
6Grupo Aval
7Morgan Stanley
8=Pictet
8=Santander
102Davivienda
Philanthropic Advice
20192018
1JPMorgan
21Bancolombia
3Davivienda
4Credit Suisse
58=Merrill Lynch Wealth Management
6Morgan Stanley
7Grupo Aval
8=3=Lombard Odier
8=3=Pictet
102UBS
ESG/Social Impact Investing
20192018
11Bancolombia
2JPMorgan
3Morgan Stanley
4=Credit Suisse
4=4Davivienda
4=Pictet
7Citi
8=BBVA
8=Grupo Aval
8=7Ultraserfinco
8=2=UBS
International Clients
20192018
1BBVA
21JPMorgan
3Bancolombia
4=Credit Suisse
4=Davivienda
4=Goldman Sachs
4=3Pictet
8Grupo Aval
9=Merrill Lynch Wealth Management
9=Morgan Stanley
9=Bank J. Safra Sarasin
Succession Planning Advice and Trusts
20192018
12UBS
21JPMorgan
3=Credit Suisse
3=Grupo Aval
53Bancolombia
6=Davivienda
6=Lombard Odier
6=4Merrill Lynch Wealth Management
9=BTG Pactual
9=Pictet
Technology
20192018
1BBVA
22JPMorgan
33Bancolombia
4=Credit Suisse
4=Davivienda
4=Goldman Sachs
4=Pictet
8Grupo Aval
9=4Merrill Lynch Wealth Management
9=Morgan Stanley
9=Bank J. Safra Sarasin
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Croatia

Best Private Banking Services Overall
20192018
15Raiffeisen Bank International
24Erste Bank
33Privredna banka Zagreb (Intesa Sanpaolo)
4Societe Generale
51Zagrebacka banka (UniCredit)
6InterCapital
7=Hrvatska Postanska Banka (HPB)
7=Merrill Lynch Wealth Management
7=OTP Bank
Ultra High Net Worth Clients (Greater than US$ 30 million)
20192018
12Privredna banka Zagreb (Intesa Sanpaolo)
21Zagrebacka banka (UniCredit)
33Erste Bank
44=Raiffeisen Bank International
5Societe Generale
6UBS
7Pictet
8=Goldman Sachs
8=Julius Baer
8=4=OTP Bank
High Net Worth Clients (US$ 5 million to US$ 30 million)
20192018
12Privredna banka Zagreb (Intesa Sanpaolo)
21Zagrebacka banka (UniCredit)
3=3Erste Bank
3=5Raiffeisen Bank International
5InterCapital
6=BNP Paribas
6=EFG International
8=Hypo Alpe Adria Bank
8=LGT
8=Societe Generale
8=Standard Chartered
Super Affluent Clients (US$ 1 million to US$ 5 million)
20192018
11Zagrebacka banka (UniCredit)
23Privredna banka Zagreb (Intesa Sanpaolo)
3=4Erste Bank
3=5Raiffeisen Bank International
52OTP Bank
6Societe Generale
7Oddo & Cie
8Citi
9=Goldman Sachs
9=Hypo Alpe Adria Bank
Asset Management
20192018
11Zagrebacka banka (UniCredit)
24InterCapital
32=Erste Bank
45Privredna banka Zagreb (Intesa Sanpaolo)
5Societe Generale
6=ABN AMRO
6=Deutsche Bank
6=Hrvatska Postanska Banka (HPB)
6=Raiffeisen Bank International
10=Blackstone
10=Pimco
Family Office Services
20192018
12Privredna banka Zagreb (Intesa Sanpaolo)
2Hrvatska Postanska Banka (HPB)
33Raiffeisen Bank International
41Zagrebacka banka (UniCredit)
5=InterCapital
5=Value Partners
5=UBS
8=Goldman Sachs
8=Morgan Stanley
8=Societe Generale
Research and Asset Allocation Advice
20192018
11Zagrebacka banka (UniCredit)
2=4Erste Bank
2=2InterCapital
4=Raiffeisen Bank International
4=Societe Generale
6=Commerzbank
6=Goldman Sachs
6=OTP Bank
6=5Privredna banka Zagreb (Intesa Sanpaolo)
10=Hypo Alpe Adria Bank
10=Pimco
10=Sparkasse
Philanthropic Advice
20192018
12Privredna banka Zagreb (Intesa Sanpaolo)
2Hrvatska Postanska Banka (HPB)
3=4Raiffeisen Bank International
3=3Erste Bank
5=Sberbank
5=Societe Generale
5=ABN AMRO
5=does not apply
5=5OTP Bank
5=UBS
ESG/Social Impact Investing
20192018
12Privredna banka Zagreb (Intesa Sanpaolo)
23Erste Bank
31Zagrebacka banka (UniCredit)
4Hypo Alpe Adria Bank
5Societe Generale
6=Oddo & Cie
6=4Raiffeisen Bank International
6=Sberbank
9=CA Indosuez Wealth
9=5OTP Bank
International Clients
20192018
12Privredna banka Zagreb (Intesa Sanpaolo)
21Zagrebacka banka (UniCredit)
3Hrvatska Postanska Banka (HPB)
4Hypo Alpe Adria Bank
5=Societe Generale
5=InterCapital
5=UBS
8=5Raiffeisen Bank International
8=PhiTrust
10=Vontobel
10=LGT
Succession Planning Advice and Trusts
20192018
11Zagrebacka banka (UniCredit)
23Erste Bank
3Hrvatska Postanska Banka (HPB)
42Privredna banka Zagreb (Intesa Sanpaolo)
54Raiffeisen Bank International
6=Nomura
6=5=PricewaterhouseCoopers
8=Deloitte
8=InterCapital
8=Morgan & Morgan Group
8=5=Societe Generale
Technology
20192018
11Privredna banka Zagreb (Intesa Sanpaolo)
22Zagrebacka banka (UniCredit)
3Hrvatska Postanska Banka (HPB)
4Hypo Alpe Adria Bank
5=UBS
5=InterCapital
5=Societe Generale
8=PhiTrust
8=5Raiffeisen Bank International
10=LGT
10=Vontobel
top


Cyprus



Best Private Banking Services Overall
20192018
11Bank of Cyprus
22Eurobank
33Hellenic Bank
4=Cyprus Development Bank
4=EFG International
6Piraeus Bank
7Barclays
8=Credit Suisse
8=UBS
10=5Alpha Bank
10=4RCB Bank
Ultra High Net Worth Clients (Greater than US$ 30 million)
20192018
11Bank of Cyprus
22Eurobank
33Hellenic Bank
44RCB Bank
5EFG International
65Piraeus Bank
7=Credit Suisse
7=Deloitte
9UBS
10AXIA Ventures Group
High Net Worth Clients (US$ 5 million to US$ 30 million)
20192018
11Bank of Cyprus
22Eurobank
33Hellenic Bank
44RCB Bank
5Deloitte
6Piraeus Bank
7=AXIA Ventures Group
7=Barclays
95Alpha Bank
10UBS
Super Affluent Clients (US$ 1 million to US$ 5 million)
20192018
11Bank of Cyprus
22Eurobank
33Hellenic Bank
44RCB Bank
5UBS
6=Cyprus Development Bank
6=5Piraeus Bank
8Barclays
9AXIA Ventures Group
10=Credit Suisse
10=EFG International
Asset Management
20192018
11Bank of Cyprus
22Eurobank
33Hellenic Bank
4Alpha Bank
55=Cyprus Development Bank
6=5=AXIA Ventures Group
6=Credit Suisse
6=RCB Bank
9Argus
10=Access Capital Partners
10=Bank of Singapore
10=Piraeus Bank
10=Societe Generale
10=UBS
Family Office Services
20192018
11Bank of Cyprus
22Eurobank
33Hellenic Bank
46Deloitte
5PricewaterhouseCoopers
6UBS
7=Barclays
7=Cyprus Development Bank
9=Amicorp
9=EFG International
Research and Asset Allocation Advice
20192018
11Bank of Cyprus
22Eurobank
33Hellenic Bank
4Credit Suisse
55Alpha Bank
6=Piraeus Bank
6=PricewaterhouseCoopers
6=UBS
9=AXIA Ventures Group
9=Bank of Singapore
Philanthropic Advice
20192018
11Bank of Cyprus
23Eurobank
32Hellenic Bank
4Barclays
5=Credit Suisse
5=Deloitte
5=Piraeus Bank
5=PricewaterhouseCoopers
5=UBS
10Advent International
ESG/Social Impact Investing
20192018
11Bank of Cyprus
23Eurobank
32Hellenic Bank
4UBS
5Barclays
6Credit Suisse
7Advent International
8Deloitte
9=Aegon Asset Management
9=AXIA Ventures Group
9=Blom Bank
9=Cyprus Development Bank
9=4RCB Bank
International Clients
20192018
11Bank of Cyprus
22Eurobank
33Hellenic Bank
44RCB Bank
5UBS
6=Barclays
6=Credit Suisse
8AXIA Ventures Group
9=Access Bank
9=Affin Hwang
9=5Alpha Bank
9=EFG International
Succession Planning Advice and Trusts
20192018
11Bank of Cyprus
22Eurobank
33Hellenic Bank
45PricewaterhouseCoopers
5UBS
6=Deloitte
6=4RCB Bank
8Credit Suisse
9=Barclays
9=Cyprus Development Bank
Technology
20192018
11Bank of Cyprus
22Eurobank
33Hellenic Bank
44RCB Bank
5UBS
6=Barclays
6=Credit Suisse
8AXIA Ventures Group
9=Access Bank
9=Affin Hwang
9=5Alpha Bank
9=EFG International
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Czech Republic

Best Private Banking Services Overall
20192018
12Ceska Sporitelna (Erste Bank)
21CSOB (KBC)
3Komercni banka (Societe Generale)
44=UniCredit
5Raiffeisen Bank International
6=Credit Suisse
6=UBS
8Oberbank
94=Air Bank
10Rothschild
Ultra High Net Worth Clients (Greater than US$ 30 million)
20192018
11CSOB (KBC)
25Ceska Sporitelna (Erste Bank)
3=UBS
3=6Komercni banka (Societe Generale)
5UniCredit
6Raiffeisen Bank International
72=J&T Banka
8Credit Suisse
9=4Bank Gutmann
9=Oberbank
High Net Worth Clients (US$ 5 million to US$ 30 million)
20192018
16Komercni banka (Societe Generale)
24Ceska Sporitelna (Erste Bank)
31CSOB (KBC)
45UniCredit
5=2=J&T Banka
5=Raiffeisen Bank International
7Credit Suisse
8=Bank Gutmann
8=UBS
10=Commerzbank
10=Rothschild
Super Affluent Clients (US$ 1 million to US$ 5 million)
20192018
11Ceska Sporitelna (Erste Bank)
25UniCredit
32CSOB (KBC)
44Komercni banka (Societe Generale)
53Raiffeisen Bank International
6J&T Banka
7PPF Banka
8UBS
9=Oberbank
9=Rothschild
Asset Management
20192018
1Conseq
21CSOB (KBC)
34=Komercni banka (Societe Generale)
42Ceska Sporitelna (Erste Bank)
5UBS
6=6Amundi
6=UniCredit
84=Raiffeisen Bank International
9Credit Suisse
10=Partners Group
10=Patria
Family Office Services
20192018
11J&T Banka
2UBS
32Credit Suisse
4Komercni banka (Societe Generale)
53=CSOB (KBC)
6Ceska Sporitelna (Erste Bank)
7=Bank Gutmann
7=5=PPF Banka
9=3=Havel
9=UniCredit
Research and Asset Allocation Advice
20192018
14Komercni banka (Societe Generale)
22CSOB (KBC)
3=Credit Suisse
3=UniCredit
53Ceska Sporitelna (Erste Bank)
6UBS
7=5FIO banka
7=Raiffeisen Bank International
7=Rothschild
7=Vontobel
Philanthropic Advice
20192018
11Ceska Sporitelna (Erste Bank)
2UBS
3=3Nadace Via
3=Raiffeisen Bank International
5=Credit Suisse
5=Komercni banka (Societe Generale)
74=CSOB (KBC)
8UniCredit
9Rothschild
10Bank Gutmann
ESG/Social Impact Investing
20192018
1=2Komercni banka (Societe Generale)
1=1Ceska Sporitelna (Erste Bank)
33=CSOB (KBC)
4Credit Suisse
56UBS
6UniCredit
7Rothschild
8=Amundi
8=Havel
8=Pictet
8=Raiffeisen Bank International
8=Sberbank
International Clients
20192018
1Komercni banka (Societe Generale)
2Raiffeisen Bank International
3=Air Bank
3=3Credit Suisse
3=CSOB (KBC)
6=FIO banka
6=UniCredit
6=5UBS
92Ceska Sporitelna (Erste Bank)
10Patria
Succession Planning Advice and Trusts
20192018
15Ceska Sporitelna (Erste Bank)
21=CSOB (KBC)
31=Komercni banka (Societe Generale)
41=Credit Suisse
51=UBS
6UniCredit
76Rothschild
8=Deloitte
8=JPMorgan
8=LGT
8=Nadace Via
8=Oberbank
8=Pictet
8=Saxo Bank
Technology
20192018
1Komercni banka (Societe Generale)
23=Raiffeisen Bank International
3=1Air Bank
3=Credit Suisse
3=6CSOB (KBC)
6=UBS
6=FIO banka
6=3=UniCredit
9Ceska Sporitelna (Erste Bank)
10Patria

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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