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Surveys

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

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Argentina

Best Private Banking Services Overall
2019 2018
1 6 Santander
2 1 JPMorgan
3= BBVA
3= 4 Pictet
5= Citi
5= Credit Suisse
5= Puente
5= UBS
9 Morgan 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)
2019 2018
1= 1 JPMorgan
1= Morgan Stanley
3 Santander
4 3 Credit Suisse
5= Puente
5= 2 UBS
7 Wells Fargo
8 4 Pictet
9= Bozano Investimentos
9= Galicia
9= Julius Baer
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 Santander
2= Citi
2= Puente
2= Wells Fargo
5= BBVA
5= 4 Pictet
7= Cidel
7= 2 JPMorgan
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)
2019 2018
1 Santander
2= Morgan Stanley
2= 4 Wells Fargo
4 Galicia
5 Puente
6 BBVA
7= Crestbridge
7= ICBC
7= Merrill Lynch Wealth Management
7= Bank J. Safra Sarasin
Asset Management
2019 2018
1 1 JPMorgan
2 Citi
3 2 UBS
4= 3= Credit Suisse
4= Deutsche Bank
6= 5= Goldman Sachs
6= 7 Pictet
8= 2PM Group
8= 3= BlackRock
8= Investec
8= Santander
8= Wells Fargo
Family Office Services
2019 2018
1 Pictet
2= Credit Suisse
2= Puente
2= Santander
5 WE Family Offices
6= Galicia
6= 2 JPMorgan
8 ICBC
9= Bank Leumi
9= Lombard Odier
9= Quilvest Wealth Management (QWM)
Research and Asset Allocation Advice
2019 2018
1 1 JPMorgan
2 Pictet
3= Deutsche Bank
3= Frances
3= 2 UBS
6= 3 Credit 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
2019 2018
1 Pictet
2 1 JPMorgan
3 3 Credit Suisse
4 Puente
4 Santander
6 2 UBS
7 Galicia
8= Capital Market
8= Four Partners Advisory
8= Frances
8= 4 Goldman Sachs
8= Lombard Odier
ESG/Social Impact Investing
2019 2018
1 Galicia
2 2 Credit Suisse
3 1 JPMorgan
4 Pictet
5= 4= Citi
5= DZ Bank
5= Goldman Sachs
5= 6 ICBC
5= Julius Baer
5= Puente
5= Wellington Management
International Clients
2019 2018
1 2= ICBC
2 1 Citi
2 2= JPMorgan
4 4 Santander
5 6= Credit Suisse
6 Wells Fargo
7 Puente
8= ABN AMRO
8= Lombard Odier
8= Morgan Stanley
8= Pictet
Succession Planning Advice and Trusts
2019 2018
1= 4 Credit Suisse
1= Puente
3 Citi
4 ICBC
5 Frances
6 1 JPMorgan
7= Alantra
7= Citco
7= Deutsche Bank
7= Fox Horan & Camerini LLP
7= Galicia
7= 3 Merrill Lynch Wealth Management
7= Pictet
Technology
2019 2018
1= 3 Citi
1= 1 JPMorgan
3 Credit Suisse
4= Santander
4= Wells Fargo
6 Puente
7= ABN AMRO
7= Lombard Odier
7= Morgan Stanley
7= Pictet
top


Australia


Best Private Banking Services Overall
2019 2018
1 1 Credit Suisse
2 Macquarie
3 Escala Partners
4 Morgan Stanley
5 Evans & Partners (Australia)
6= First Samuel
6= JB Were
8 Mutual Trust
9= 3 ANZ
9= 4= Deutsche Bank
9= Koda Capital
9= 4= National Australia Bank
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 4= Credit Suisse
2 3 Macquarie
3 4= Escala Partners
4= Evans & Partners (Australia)
4= 1 Westpac
6= ANZ
6= Morgan Stanley
6= 2 National Australia Bank
9= Crestone Wealth Management
9= Mutual Trust
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1= Escala Partners
1= Morgan Stanley
3 Macquarie
4= 3= Evans & Partners (Australia)
4= 2 Westpac
6= 6= Crestone Wealth Management
6= First Samuel
6= JB Were
9= 1 ANZ
9= Deutsche Bank
9= Koda Capital
9= Mutual Trust
9= 5 National Australia Bank
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 5 Macquarie
2 Escala Partners
3 1= National Australia Bank
4 Evans & Partners (Australia)
5= 3 ANZ
5= First Samuel
5= Morgan Stanley
5= 1= Westpac
9= Commonwealth Bank
9= Koda Capital
Asset Management
2019 2018
1 8= Escala Partners
2= 13= Deutsche Bank
2= Macquarie
2= Westpac
5= 3= Evans & Partners (Australia)
5= First Samuel
5= Legg Mason Asset Management
5= 2 UBS
9= ANZ
9= Credit Mutuel - CIC Group
9= Partners Group
Family Office Services
2019 2018
1 3 Mutual Trust
2= Escala Partners
2= 5 Westpac
4 8= ANZ
5 1= 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
2019 2018
1 3 Westpac
2 4= 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
2019 2018
1 Koda Capital
2= 1= Australian Philanthropic Services
2= Escala Partners
2= JB Were
2= Social Ventures Australia (SVA)
2= 6 Westpac
7= Macquarie
7= Morgan Stanley
7= Mutual Trust
7= 1= National Australia Bank
7= Partners Group
ESG/Social Impact Investing
2019 2018
1 Social Ventures Australia (SVA)
2 2 Australian 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
2019 2018
1= Credit Suisse
1= Macquarie
3= 4 ANZ
3= Crestone Wealth Management
5= Commonwealth Bank
5= 4 Deutsche Bank
5= First Samuel
8= Escala Partners
8= Koda Capital
8= Mutual Trust
Succession Planning Advice and Trusts
2019 2018
1 Koda 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= 2 Perpetual Private
Technology
2019 2018
1= Credit Suisse
1= 5= Macquarie
3= 2= ANZ
3= Crestone Wealth Management
5= 1 Commonwealth Bank
5= Deutsche Bank
5= First Samuel
8= Escala Partners
8= Koda Capital
8= Mutual Trust
top


Austria


Best Private Banking Services Overall
2019 2018
1 4 UBS
2 1 Bank Gutmann
3 3 Schoellerbank (UniCredit)
4 Erste Bank
5 Credit Suisse
6 5 Bankhaus Spangler
7 2 LGT
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)
2019 2018
1 1 UBS
2 3= Credit Suisse
3= Erste Bank
3= Schoellerbank (UniCredit)
5 2 LGT
6 Bank Gutmann
7 Raiffeisen Bank International
8 Julius Baer
9 Bankhaus Spangler
10 Goldman Sachs
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 3 Bank Gutmann
2 Schoellerbank (UniCredit)
3= 5 Bankhaus Spangler
3= 4 Credit Suisse
5 2 UBS
6 1 LGT
7= Erste Bank
7= Liechtensteinische Landesbank
9 Kathrein & Co. (Raiffeisen Bank International)
10 Julius Baer
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 1 Schoellerbank (UniCredit)
2 2 Bank Gutmann
3= 3 Bankhaus Spangler
3= 5 Erste Bank
5 Raiffeisen Bank International
6= Oberbank
6= UBS
8 LGT
9 Liechtensteinische Landesbank
10= Hello bank
10= Pictet
10= Privatbanka
10= Semper Constantia Privatbank
Asset Management
2019 2018
1 1 Erste Bank
2 UBS
3 Schoellerbank (UniCredit)
4 6= Bank Gutmann
5 3 LGT
6= Credit Suisse
6= 4= Deutsche Bank
8= Fidelity Investments
8= Raiffeisen Bank International
10 Julius Baer
Family Office Services
2019 2018
1 1 Bankhaus Spangler
2 3 LGT
3 4 UBS
4 Credit Suisse
5 2 Bank Gutmann
6 5 DALE 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
2019 2018
1 1 UBS
2 2 Credit Suisse
3 3 Erste Bank
4 Deutsche Bank
5 Raiffeisen Bank International
6 JPMorgan
7 5 LGT
8= Bank Winter
8= DALE Investment Advisors
8= Pictet
Philanthropic Advice
2019 2018
1 5 Erste Bank
2 2 UBS
3 1 Schelhammer & Schattera
4 Bank Gutmann
5 3= LGT
6 Kathrein & Co. (Raiffeisen Bank International)
7= 6 Bankhaus Spangler
7= Oberbank
7= Raiffeisen Bank International
7= Zurcher Kantonalbank
ESG/Social Impact Investing
2019 2018
1 UBS
2= 1 Erste Bank
2= 2 Schelhammer & Schattera
4 Raiffeisen Bank International
5 4= Credit Suisse
6 3 Kathrein & Co. (Raiffeisen Bank International)
7 Schoellerbank (UniCredit)
8 Bankhaus Spangler
9= 4= Bank Gutmann
9= Deutsche Bank
International Clients
2019 2018
1 5 Erste Bank
2 3 Credit Suisse
3 1 UBS
4= LGT
4= Raiffeisen Bank International
6 Bank Gutmann
7 Bankhaus Spangler
8 Schoellerbank (UniCredit)
9 Sberbank
10= Capital Bank - GRAWE Gruppe
10= KPMG
Succession Planning Advice and Trusts
2019 2018
1 1 Bank Gutmann
2 3 Schoellerbank (UniCredit)
3= 2 Bankhaus Spangler
3= UBS
5 Credit Suisse
6= Erste Bank
6= 4 LGT
8= Deloitte
8= Zurcher Kantonalbank
10= 5 Kathrein & Co. (Raiffeisen Bank International)
10= Liechtensteinische Landesbank
10= Semper Constantia Privatbank
Technology
2019 2018
1 1 Erste Bank
2 4= Credit Suisse
3 2 UBS
4 Raiffeisen Bank International
5 Bank Gutmann
6= Bankhaus Spangler
6= LGT
8 3 Schoellerbank (UniCredit)
9 Sberbank
10= Capital Bank - GRAWE Gruppe
10= KPMG
top


Bahrain


Best Private Banking Services Overall
2019 2018
1 JPMorgan
2= 1 Citi
2= 5 Julius 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)
2019 2018
1 1= JPMorgan
2= 4 Credit Suisse
2= Investcorp
4= Arab Banking Corporation (ABC)
4= Merrill Lynch Wealth Management
4= Pictet
7 Morgan Stanley
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 Julius 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)
2019 2018
1 Ahli United Bank
2 Julius 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
2019 2018
1 2= JPMorgan
2= Investcorp
2= 9= Julius Baer
4= Merrill Lynch Wealth Management
4= Pictet
6 Morgan Stanley
Family Office Services
2019 2018
1 2 JPMorgan
2= Merrill Lynch Wealth Management
2= Pictet
4= 3 Credit Suisse
4= Morgan Stanley
Research and Asset Allocation Advice
2019 2018
1= 5 JPMorgan
1= 4 Julius Baer
3= Credit Agricole
3= Goldman Sachs
3= Pictet
6= Credit Suisse
6= Merrill Lynch Wealth Management
8 2 Citi
Philanthropic Advice
2019 2018
1 5= JPMorgan
2= 4 Credit Suisse
2= Merrill Lynch Wealth Management
4 Pictet
5 Goldman Sachs
ESG/Social Impact Investing
2019 2018
1 JPMorgan
2= 5= Credit Suisse
2= Merrill Lynch Wealth Management
4 Pictet
5 Goldman Sachs
International Clients
2019 2018
1 4= JPMorgan
2 Goldman Sachs
3= Julius Baer
3= Merrill Lynch Wealth Management
5 4= Credit Suisse
Succession Planning Advice and Trusts
2019 2018
1 4 JPMorgan
2 Pictet
3 Merrill Lynch Wealth Management
4= 7 Credit Suisse
4= Goldman Sachs
Technology
2019 2018
1 4= JPMorgan
2 Goldman Sachs
3= Julius Baer
3= Merrill Lynch Wealth Management
5 4= Credit Suisse
top


Belgium


Best Private Banking Services Overall
2019 2018
1 1 KBC
2 5= BNP Paribas Fortis
3 2 Bank Delen
4 4 Degroof Petercam
5 ABN AMRO
6 5= ING
7 Puilaetco Dewaay (KBL)
8 3 Belfius Bank
9 Deutsche Bank
10 Van Lanschot
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 2 BNP Paribas Fortis
2 1 KBC
3 Degroof Petercam
4 4 Bank Delen
5 Belfius Bank
6 Credit Suisse
7= ABN AMRO
7= 3 UBS
9 5 JPMorgan
10 Rothschild
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 4= BNP Paribas Fortis
2 1 KBC
3 2 Bank Delen
4 4= Degroof Petercam
5 Belfius Bank
6 6 ABN AMRO
7= 3 ING
7= Rothschild
9 Puilaetco Dewaay (KBL)
10 Credit Suisse
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 5 BNP Paribas Fortis
2 1 KBC
3 2 Bank Delen
4 4 Belfius Bank
5 3 ING
6 Degroof Petercam
7 Deutsche Bank
8= ABN AMRO
8= UBS
8= Puilaetco Dewaay (KBL)
Asset Management
2019 2018
1 6 BNP Paribas Fortis
2 1 KBC
3 2= Belfius Bank
4 2= Degroof Petercam
5= JPMorgan
5= 5 BlackRock
7= Aberdeen Standard Investments
7= 4 Bank Delen
9= Deutsche Bank
9= Pimco
9= Carmignac Gestion
Family Office Services
2019 2018
1 2 Degroof Petercam
2 3 BNP Paribas Fortis
3 4 Bank Delen
4 1 KBC
5 5= Puilaetco Dewaay (KBL)
6 Banque de Luxembourg (Credit Mutuel - CIC Group)
7= ABN AMRO
7= KPMG
9 Edmond de Rothschild Group
10= Lombard Odier
10= UBS
Research and Asset Allocation Advice
2019 2018
1 3 BNP Paribas Fortis
2 1 KBC
3 ABN AMRO
4 2 ING
5 Banque de Luxembourg (Credit Mutuel - CIC Group)
6= Belfius Bank
6= UBS
8 5= JPMorgan
9 Credit Suisse
10= 5= BlackRock
10= Carmignac Gestion
10= Degroof Petercam
10= Societe Generale
Philanthropic Advice
2019 2018
1 2 BNP Paribas Fortis
2 6 Bank Delen
3 1 Degroof Petercam
4 4= KBC
5 ING
6 4= Triodos
7= ABN AMRO
7= Banque de Luxembourg (Credit Mutuel - CIC Group)
7= Credit Suisse
10 Edmond de Rothschild Group
ESG/Social Impact Investing
2019 2018
1 1 BNP Paribas Fortis
2 2 Triodos
3 5 ABN AMRO
4= Degroof Petercam
4= 3 KBC
6 ING
7= 4 Belfius Bank
7= BlueOrchard
7= Societe Generale
7= Puilaetco Dewaay (KBL)
International Clients
2019 2018
1 1 BNP Paribas Fortis
2 Belfius Bank
3 Bank Delen
4 2 ING
5 3 KBC
6= Degroof Petercam
6= Lombard Odier
6= Puilaetco Dewaay (KBL)
9= ABN AMRO
9= AXA
Succession Planning Advice and Trusts
2019 2018
1 2 BNP Paribas Fortis
2 1 Bank Delen
3 Degroof Petercam
4 ABN AMRO
5 ING
6= Banque de Luxembourg (Credit Mutuel - CIC Group)
6= 3 KBC
8= Credit Suisse
8= 5= Puilaetco Dewaay (KBL)
10= Lombard Odier
10= UBS
Technology
2019 2018
1 5 BNP Paribas Fortis
2 2 Belfius Bank
3 4 Bank Delen
4 3 ING
5 1 KBC
6= Lombard Odier
6= Degroof Petercam
6= Puilaetco Dewaay (KBL)
9= ABN AMRO
9= AXA
top


Brazil

Best Private Banking Services Overall
2019 2018
1 4 BTG Pactual
2 2 Banco Itau
3 1 Credit Suisse
4 5 Santander
5 3 JPMorgan
6 Bradesco
7 UBS
8 Safra
9 Morgan Stanley
10 Citi
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 4 BTG Pactual
2 3 Banco Itau
3 2 Credit Suisse
4 5 Santander
5 1 JPMorgan
6 Goldman Sachs
7 Bradesco
8 Safra
9 UBS
10 Morgan Stanley
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 3= BTG Pactual
2 1 Banco Itau
3 2 Santander
4 3= Credit Suisse
5 5 Bradesco
6 UBS
7 6 JPMorgan
8 XP Investimentos
9 Safra
10 Citi
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 3 BTG Pactual
2 4 XP Investimentos
3 1 Banco Itau
4 2 Santander
5 Safra
6 5 Bradesco
7 Banco do Brasil
8 Citi
9 UBS
10 BNP Paribas
10 Credit Suisse
Asset Management
2019 2018
1 2= BTG Pactual
2 4 SPX Capital
3 2= Credit Suisse
4 Santander
5 5 Banco Itau
6 Safra
7= Citi
7= JPMorgan
9 XP Investimentos
10 UBS
Family Office Services
2019 2018
1 3 BTG Pactual
2 2 Turim
3 4 Banco Itau
4 1 Consenso
5= GPS Investimentos
5= Santander
7 5 Reliance (Brazil)
8 UBS
9 Bradesco
10 Goldman Sachs
Research and Asset Allocation Advice
2019 2018
1 2 BTG Pactual
2= 3= Banco Itau
2= 1 Credit Suisse
4 Goldman Sachs
5 3= JPMorgan
6 Morgan Stanley
7 6 Santander
8 Citi
9 XP Investimentos
10 5 UBS
Philanthropic Advice
2019 2018
1 3= Banco Itau
2 3= JPMorgan
3 2 BTG Pactual
4 6 Santander
5 5 UBS
6 Goldman Sachs
7 Safra
8 Banco do Brasil
9 Citi
10= 1 Credit Suisse
10= Morgan Stanley
ESG/Social Impact Investing
2019 2018
1 4 Santander
2 5= BTG Pactual
3 1 Banco Itau
4 3 UBS
5 Citi
6= 5= Banco do Brasil
6= JPMorgan
8= 2 Bradesco
8= Credit Suisse
8= Safra
International Clients
2019 2018
1 BTG Pactual
2 Banco Itau
3 XP Investimentos
4 3 Santander
5 4 UBS
6 Goldman Sachs
7 Bradesco
8= Banco do Brasil
8= Morgan Stanley
10 JPMorgan
Succession Planning Advice and Trusts
2019 2018
1 4 BTG Pactual
2 1 JPMorgan
3 3 Banco Itau
4 5 UBS
5 Santander
6 2 Credit Suisse
7 Citi
8 Safra
9 Bradesco
10= Goldman Sachs
10= XP Investimentos
Technology
2019 2018
1 4 BTG Pactual
2 1 Banco Itau
3 2 XP Investimentos
4 Santander
5 3 UBS
6 Goldman Sachs
7 Bradesco
8= Banco do Brasil
8= Morgan Stanley
10 JPMorgan
top


Canada


Best Private Banking Services Overall
2019 2018
1 Northwood Family Office
2 1 RBC
3 2 TD Bank
4 Bank of Montreal (BMO)
5 5 National Bank of Canada
6 4 Scotiabank
7 UBS
8 CIBC
9 Newport Private Wealth
 10   Citi 
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 1 Northwood Family Office
2 2 RBC
3 CIBC
4 4 TD Bank
5 Bank of Montreal (BMO)
6= 5 Scotiabank
6= UBS
8 3 National Bank of Canada
9 Newport Private Wealth
10 CGOV Asset Management
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 1 Northwood Family Office
2 2 RBC
3 5 TD Bank
4 CIBC
5 3 Bank of Montreal (BMO)
6 4 National Bank of Canada
7= Newport Private Wealth
7= UBS
9 Raymond James
10 CGOV Asset Management
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 1 Northwood Family Office
2 2 RBC
3 CIBC
4 5 TD Bank
5 3 Bank of Montreal (BMO)
6 4 National Bank of Canada
7 UBS
8= Brookfield Asset Management
8= HSBC
10 Scotiabank
Asset Management
2019 2018
1 1 Northwood Family Office
2 4 RBC
3 2= TD Bank
4 2 Scotiabank
5 CIBC
6 Bank of Montreal (BMO)
7= 6 National Bank of Canada
7= Nexus Investment Management
7= Raymond James
10= Brookfield Asset Management
10= 5 Burgundy Asset Management
10= Pimco
Family Office Services
2019 2018
1 1 Northwood Family Office
2 2 RBC
3 6 Bank of Montreal (BMO)
4= CIBC
4= 3= TD Bank
6 UBS
7 Scotiabank
8 Bell Kearns & Associates
9 3= National Bank of Canada
10 Nexus Investment Management
Research and Asset Allocation Advice
2019 2018
1 2 Northwood Family Office
2 1 RBC
3= 3 Bank of Montreal (BMO)
3= CIBC
3= 5 TD Bank
6 National Bank of Canada
7 UBS
8 Scotiabank
9= Fidelity Investments
9= HSBC
9= Raymond James
Philanthropic Advice
2019 2018
1 1 Northwood Family Office
2 3= RBC
3 6 TD Bank
4 3= Scotiabank
5 2 Bank of Montreal (BMO)
6 CIBC
7= 5 Laurentian Bank of Canada
7= UBS
9 Burgundy Asset Management
10 Barclays
ESG/Social Impact Investing
2019 2018
1 2 RBC
2 1 Northwood Family Office
3 5 Bank of Montreal (BMO)
4 3 TD Bank
5 UBS
6 CIBC
7 Citi
8 NEI Investments
9= Blackstone
9= Nexus Investment Management
International Clients
2019 2018
1 1 Northwood Family Office
2 RBC
3 TD Bank
4 Bank of Montreal (BMO)
5 UBS
6= CIBC
6= National Bank of Canada
8= AfrAsia
8= Banco do Brasil
8= BBVA
Succession Planning Advice and Trusts
2019 2018
1 1 Northwood Family Office
2 2 RBC
3 5 TD Bank
4= 3= Bank of Montreal (BMO)
4= CIBC
6 Newport Private Wealth
7= 3= National Bank of Canada
7= UBS
9 Nexus Investment Management
10 CGOV Asset Management
Technology
2019 2018
1 Northwood Family Office
2 2 RBC
3 1 TD Bank
4 4= Bank of Montreal (BMO)
5 UBS
6= CIBC
6= National Bank of Canada
8= AfrAsia
8= Banco do Brasil
8= BBVA
top


Chile


Best Private Banking Services Overall
2019 2018
1 1 Santander
2 Banco de Chile
3 4 Banco BICE
4 Banco Security
5 Banco de Credito e Inversiones
6 Banco Itau
7 2 JPMorgan
8 3 BTG Pactual
9 BBVA
10 Credit Suisse
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 5 Santander
2 Banco de Chile
3 Banco Itau
4 Banco BICE
5 1 JPMorgan
6= Banco de Credito e Inversiones
6= Banco Security
8 3 BTG Pactual
9 4 Larrain Vial
10 Goldman Sachs
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 3 Santander
2 Banco de Chile
3 Banco Itau
4 Banco de Credito e Inversiones
5 Banco BICE
6 1 BTG Pactual
7= Banco Security
7= 5 Credit Suisse
9 4 Larrain Vial
10= BancoEstado
10= JPMorgan
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 1 Santander
2 3 Banco de Chile
3 5= Banco BICE
4 Banco de Credito e Inversiones
5= Banco Security
5= 2 BTG Pactual
7 BancoEstado
8 4 Larrain Vial
9 5= Banco Itau
10 BBVA
Asset Management
2019 2018
1 5 Santander
2 Banco de Chile
3 Banco Itau
4 Banco BICE
5 Banco de Credito e Inversiones
6 BancoEstado
7 2 BTG Pactual
8 Banco Security
9= 4 BlackRock
9= 3 Larrain Vial
Family Office Services
2019 2018
1 Santander
2 Banco de Chile
3= Banco BICE
3= Banco Itau
5 1 BTG Pactual
6= Banco Security
6= 5= Econsult
8 BancoEstado
9 Credicorp Capital
10= 5= Larrain Vial
10= Picton Advisors
Research and Asset Allocation Advice
2019 2018
1 3= Santander
2 Banco de Chile
3 Banco BICE
4 Banco Itau
5 Banco de Credito e Inversiones
6= 3= BTG Pactual
6= 1 JPMorgan
8= Banco Security
8= Goldman Sachs
10 BBVA
Philanthropic Advice
2019 2018
1 3 Santander
2 4 Banco de Chile
3 Banco BICE
4 Banco Itau
5 5 Banco de Credito e Inversiones
6 BancoEstado
7 Banco Security
8 Credit Suisse
9 1= UBS
10= Credicorp Capital
10= 1= JPMorgan
ESG/Social Impact Investing
2019 2018
1 1= Santander
2 1= Banco de Chile
3 Banco BICE
4 Banco Itau
5 4= Banco de Credito e Inversiones
6 Banco Security
7 BancoEstado
8= Credit Suisse
8= 7 Larrain Vial
10 BBVA
International Clients
2019 2018
1 3 Santander
2 Banco de Chile
3 Banco de Credito e Inversiones
4 5 Banco Itau
5 Banco BICE
6 Banco Security
7 4 Larrain Vial
8 BancoEstado
9 Credicorp Capital
10= BBVA
10= Credit Suisse
10= 1 JPMorgan
Succession Planning Advice and Trusts
2019 2018
1 Santander
2 Banco de Chile
3 Banco BICE
4 Banco Itau
5= Banco de Credito e Inversiones
5= Banco Security
7 BancoEstado
8 5 Larrain Vial
9 Credit Suisse
10= 4 BTG Pactual
10= 1= JPMorgan
Technology
2019 2018
1 1= Santander
2 Banco de Chile
3 4 Banco de Credito e Inversiones
4 Banco Itau
5 Banco BICE
6 Banco Security
7 5 Larrain Vial
8 BancoEstado
9 Credicorp Capital
10= BBVA
10= Credit Suisse
10= 3 JPMorgan
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China


Best Private Banking Services Overall
2019 2018
1 1 China Merchants Bank
2 Credit Suisse
3 3 Bank of China
4 ICBC
5 BNP Paribas
6 4 UBS
7 China International Capital Corporation (CICC)
8= AllianceBernstein
8= Bank of Shanghai
8= JPMorgan
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 2 China Merchants Bank
2 Credit Suisse
3 4 Goldman Sachs
4 China International Capital Corporation (CICC)
5= 1 Agricultural Bank of China
5= 5 Bank of China
7 BNP Paribas
8 3 UBS
9 Morgan Stanley
10= China CITIC Bank
10= China Construction Bank
10= Deutsche Bank
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 1 China Merchants Bank
2 Credit Suisse
3 ICBC
4= 3 Bank of China
4= China Minsheng Bank
4= 5 UBS
7 BNP Paribas
8 Citi
9 HSBC
10= 4 China CITIC Bank
10= OP-Pohjola Group
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 2 China Merchants Bank
2 HSBC
2 4 ICBC
4 3 Bank of China
5 UBS
6= China Minsheng Bank
6= Citi
8= ABN AMRO
8= AllianceBernstein
10 Morgan Stanley
Asset Management
2019 2018
1 2 China Merchants Bank
2 BlackRock
3 UBS
4= Blackstone
4= 4 JPMorgan
6= Credit Suisse
6= Guotai Asset Management
8= China Merchants Fund Management
8= China Southern Fund Management
8= Goldman Sachs
Family Office Services
2019 2018
1 1 China Merchants Bank
2= Credit Suisse
2= ICBC
4= China International Capital Corporation (CICC)
4= 3 UBS
6= 4 China CITIC Bank
6= Deutsche Bank
6= Turicum Private Bank
9= ABAX Group
9= 5 Bank of China
9= BlackRock
Research and Asset Allocation Advice
2019 2018
1 2 China Merchants Bank
2 UBS
3= 4 Goldman Sachs
3= Morgan Stanley
5 ICBC
6= 3 Bank of China
6= Deutsche Bank
8 JPMorgan
9 China International Capital Corporation (CICC)
10 HSBC
Philanthropic Advice
2019 2018
1 1 China Merchants Bank
2 Credit Suisse
3 ICBC
4= BNP Paribas
4= 4 UBS
6 Wallstreet Asset Management
7= Bank of Communications
7= Deutsche Bank
9= 3 Bank of China
9= JPMorgan
ESG/Social Impact Investing
2019 2018
1 2 China Merchants Bank
2 UBS
3 ICBC
4 Bank of Shanghai
5 China International Capital Corporation (CICC)
6 Credit Suisse
7= Blackstone
7= China CITIC Bank
7= Deutsche Bank
10= 3 Bank of China
10= Goldman Sachs
International Clients
2019 2018
1 1 China Merchants Bank
2 ICBC
3 Credit Suisse
4= 5 Bank 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
2019 2018
1 2 China Merchants Bank
2 HSBC
3 5 Credit Suisse
4 ICBC
5 China International Capital Corporation (CICC)
6 4 UBS
7 Bank of Shanghai
8 3 China CITIC Bank
9 JPMorgan
10= Bank of China
10= China Minsheng Bank
Technology
2019 2018
1 2 China Merchants Bank
2 4 ICBC
3 Credit Suisse
4= 5 UBS
4= 3 Bank 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
2019 2018
1 1 JPMorgan
2 4 Bancolombia
3 Merrill Lynch Wealth Management
4= Credit Suisse
4= Davivienda
4= 2 UBS
7 Morgan Stanley
8 Goldman Sachs
9 Citi
10 Ultraserfinco
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 1 JPMorgan
2 2 UBS
3 4= Merrill Lynch Wealth Management
4= Bancolombia
4= Credit Suisse
4= Goldman Sachs
4= Morgan Stanley
8= BBVA
8= Pictet
10 Grupo Aval
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1= 5= Bancolombia
1= Merrill Lynch Wealth Management
3 1 UBS
4 Morgan Stanley
5 3 JPMorgan
6 Credit Suisse
7= BTG Pactual
7= 2 Citi
7= 4 Davivienda
7= Grupo Aval
7= Pictet
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 6 Bancolombia
2 Davivienda
3= 1 Merrill Lynch Wealth Management
3= Morgan Stanley
5 3= Ultraserfinco
6 BTG Pactual
7= BBVA
7= Credicorp Capital
7= Credit Suisse
10= Grupo Aval
10= Santander
Asset Management
2019 2018
1 1 BlackRock
2= Bancolombia
2= 2= JPMorgan
4= BBVA
4= Morgan Stanley
6= 9 Banco Itau
6= BTG Pactual
6= Credit Suisse
6= Pimco
6= 2= Ultraserfinco
Family Office Services
2019 2018
1 6= Credit Suisse
2= 3= WE Family Offices
2= Bancolombia
2= 2 JPMorgan
5= BBVA
5= 10 Davivienda
7 UBS
8= Pictet
8= 3= BTG Pactual
8= Grupo Aval
Research and Asset Allocation Advice
2019 2018
1 3 JPMorgan
2 1 Bancolombia
3= Goldman Sachs
3= 5 UBS
5 Credit Suisse
6 Grupo Aval
7 Morgan Stanley
8= Pictet
8= Santander
10 2 Davivienda
Philanthropic Advice
2019 2018
1 JPMorgan
2 1 Bancolombia
3 Davivienda
4 Credit Suisse
5 8= Merrill Lynch Wealth Management
6 Morgan Stanley
7 Grupo Aval
8= 3= Lombard Odier
8= 3= Pictet
10 2 UBS
ESG/Social Impact Investing
2019 2018
1 1 Bancolombia
2 JPMorgan
3 Morgan Stanley
4= Credit Suisse
4= 4 Davivienda
4= Pictet
7 Citi
8= BBVA
8= Grupo Aval
8= 7 Ultraserfinco
8= 2= UBS
International Clients
2019 2018
1 BBVA
2 1 JPMorgan
3 Bancolombia
4= Credit Suisse
4= Davivienda
4= Goldman Sachs
4= 3 Pictet
8 Grupo Aval
9= Merrill Lynch Wealth Management
9= Morgan Stanley
9= Bank J. Safra Sarasin
Succession Planning Advice and Trusts
2019 2018
1 2 UBS
2 1 JPMorgan
3= Credit Suisse
3= Grupo Aval
5 3 Bancolombia
6= Davivienda
6= Lombard Odier
6= 4 Merrill Lynch Wealth Management
9= BTG Pactual
9= Pictet
Technology
2019 2018
1 BBVA
2 2 JPMorgan
3 3 Bancolombia
4= Credit Suisse
4= Davivienda
4= Goldman Sachs
4= Pictet
8 Grupo Aval
9= 4 Merrill Lynch Wealth Management
9= Morgan Stanley
9= Bank J. Safra Sarasin
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Croatia


Best Private Banking Services Overall
2019 2018
1 5 Raiffeisen Bank International
2 4 Erste Bank
3 3 Privredna banka Zagreb (Intesa Sanpaolo)
4 Societe Generale
5 1 Zagrebacka banka (UniCredit)
6 InterCapital
7= Hrvatska Postanska Banka (HPB)
7= Merrill Lynch Wealth Management
7= OTP Bank
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 2 Privredna banka Zagreb (Intesa Sanpaolo)
2 1 Zagrebacka banka (UniCredit)
3 3 Erste Bank
4 4= Raiffeisen Bank International
5 Societe Generale
6 UBS
7 Pictet
8= Goldman Sachs
8= Julius Baer
8= 4= OTP Bank
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 2 Privredna banka Zagreb (Intesa Sanpaolo)
2 1 Zagrebacka banka (UniCredit)
3= 3 Erste Bank
3= 5 Raiffeisen Bank International
5 InterCapital
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)
2019 2018
1 1 Zagrebacka banka (UniCredit)
2 3 Privredna banka Zagreb (Intesa Sanpaolo)
3= 4 Erste Bank
3= 5 Raiffeisen Bank International
5 2 OTP Bank
6 Societe Generale
7 Oddo & Cie
8 Citi
9= Goldman Sachs
9= Hypo Alpe Adria Bank
Asset Management
2019 2018
1 1 Zagrebacka banka (UniCredit)
2 4 InterCapital
3 2= Erste Bank
4 5 Privredna banka Zagreb (Intesa Sanpaolo)
5 Societe Generale
6= ABN AMRO
6= Deutsche Bank
6= Hrvatska Postanska Banka (HPB)
6= Raiffeisen Bank International
10= Blackstone
10= Pimco
Family Office Services
2019 2018
1 2 Privredna banka Zagreb (Intesa Sanpaolo)
2 Hrvatska Postanska Banka (HPB)
3 3 Raiffeisen Bank International
4 1 Zagrebacka banka (UniCredit)
5= InterCapital
5= Value Partners
5= UBS
8= Goldman Sachs
8= Morgan Stanley
8= Societe Generale
Research and Asset Allocation Advice
2019 2018
1 1 Zagrebacka banka (UniCredit)
2= 4 Erste Bank
2= 2 InterCapital
4= Raiffeisen Bank International
4= Societe Generale
6= Commerzbank
6= Goldman Sachs
6= OTP Bank
6= 5 Privredna banka Zagreb (Intesa Sanpaolo)
10= Hypo Alpe Adria Bank
10= Pimco
10= Sparkasse
Philanthropic Advice
2019 2018
1 2 Privredna banka Zagreb (Intesa Sanpaolo)
2 Hrvatska Postanska Banka (HPB)
3= 4 Raiffeisen Bank International
3= 3 Erste Bank
5= Sberbank
5= Societe Generale
5= ABN AMRO
5= does not apply
5= 5 OTP Bank
5= UBS
ESG/Social Impact Investing
2019 2018
1 2 Privredna banka Zagreb (Intesa Sanpaolo)
2 3 Erste Bank
3 1 Zagrebacka banka (UniCredit)
4 Hypo Alpe Adria Bank
5 Societe Generale
6= Oddo & Cie
6= 4 Raiffeisen Bank International
6= Sberbank
9= CA Indosuez Wealth
9= 5 OTP Bank
International Clients
2019 2018
1 2 Privredna banka Zagreb (Intesa Sanpaolo)
2 1 Zagrebacka banka (UniCredit)
3 Hrvatska Postanska Banka (HPB)
4 Hypo Alpe Adria Bank
5= Societe Generale
5= InterCapital
5= UBS
8= 5 Raiffeisen Bank International
8= PhiTrust
10= Vontobel
10= LGT
Succession Planning Advice and Trusts
2019 2018
1 1 Zagrebacka banka (UniCredit)
2 3 Erste Bank
3 Hrvatska Postanska Banka (HPB)
4 2 Privredna banka Zagreb (Intesa Sanpaolo)
5 4 Raiffeisen Bank International
6= Nomura
6= 5= PricewaterhouseCoopers
8= Deloitte
8= InterCapital
8= Morgan & Morgan Group
8= 5= Societe Generale
Technology
2019 2018
1 1 Privredna banka Zagreb (Intesa Sanpaolo)
2 2 Zagrebacka banka (UniCredit)
3 Hrvatska Postanska Banka (HPB)
4 Hypo Alpe Adria Bank
5= UBS
5= InterCapital
5= Societe Generale
8= PhiTrust
8= 5 Raiffeisen Bank International
10= LGT
10= Vontobel
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Cyprus



Best Private Banking Services Overall
2019 2018
1 1 Bank of Cyprus
2 2 Eurobank
3 3 Hellenic Bank
4= Cyprus Development Bank
4= EFG International
6 Piraeus Bank
7 Barclays
8= Credit Suisse
8= UBS
10= 5 Alpha Bank
10= 4 RCB Bank
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 1 Bank of Cyprus
2 2 Eurobank
3 3 Hellenic Bank
4 4 RCB Bank
5 EFG International
6 5 Piraeus Bank
7= Credit Suisse
7= Deloitte
9 UBS
10 AXIA Ventures Group
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 1 Bank of Cyprus
2 2 Eurobank
3 3 Hellenic Bank
4 4 RCB Bank
5 Deloitte
6 Piraeus Bank
7= AXIA Ventures Group
7= Barclays
9 5 Alpha Bank
10 UBS
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 1 Bank of Cyprus
2 2 Eurobank
3 3 Hellenic Bank
4 4 RCB Bank
5 UBS
6= Cyprus Development Bank
6= 5 Piraeus Bank
8 Barclays
9 AXIA Ventures Group
10= Credit Suisse
10= EFG International
Asset Management
2019 2018
1 1 Bank of Cyprus
2 2 Eurobank
3 3 Hellenic Bank
4 Alpha Bank
5 5= Cyprus Development Bank
6= 5= AXIA Ventures Group
6= Credit Suisse
6= RCB Bank
9 Argus
10= Access Capital Partners
10= Bank of Singapore
10= Piraeus Bank
10= Societe Generale
10= UBS
Family Office Services
2019 2018
1 1 Bank of Cyprus
2 2 Eurobank
3 3 Hellenic Bank
4 6 Deloitte
5 PricewaterhouseCoopers
6 UBS
7= Barclays
7= Cyprus Development Bank
9= Amicorp
9= EFG International
Research and Asset Allocation Advice
2019 2018
1 1 Bank of Cyprus
2 2 Eurobank
3 3 Hellenic Bank
4 Credit Suisse
5 5 Alpha Bank
6= Piraeus Bank
6= PricewaterhouseCoopers
6= UBS
9= AXIA Ventures Group
9= Bank of Singapore
Philanthropic Advice
2019 2018
1 1 Bank of Cyprus
2 3 Eurobank
3 2 Hellenic Bank
4 Barclays
5= Credit Suisse
5= Deloitte
5= Piraeus Bank
5= PricewaterhouseCoopers
5= UBS
10 Advent International
ESG/Social Impact Investing
2019 2018
1 1 Bank of Cyprus
2 3 Eurobank
3 2 Hellenic Bank
4 UBS
5 Barclays
6 Credit Suisse
7 Advent International
8 Deloitte
9= Aegon Asset Management
9= AXIA Ventures Group
9= Blom Bank
9= Cyprus Development Bank
9= 4 RCB Bank
International Clients
2019 2018
1 1 Bank of Cyprus
2 2 Eurobank
3 3 Hellenic Bank
4 4 RCB Bank
5 UBS
6= Barclays
6= Credit Suisse
8 AXIA Ventures Group
9= Access Bank
9= Affin Hwang
9= 5 Alpha Bank
9= EFG International
Succession Planning Advice and Trusts
2019 2018
1 1 Bank of Cyprus
2 2 Eurobank
3 3 Hellenic Bank
4 5 PricewaterhouseCoopers
5 UBS
6= Deloitte
6= 4 RCB Bank
8 Credit Suisse
9= Barclays
9= Cyprus Development Bank
Technology
2019 2018
1 1 Bank of Cyprus
2 2 Eurobank
3 3 Hellenic Bank
4 4 RCB Bank
5 UBS
6= Barclays
6= Credit Suisse
8 AXIA Ventures Group
9= Access Bank
9= Affin Hwang
9= 5 Alpha Bank
9= EFG International
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Czech Republic


Best Private Banking Services Overall
2019 2018
1 2 Ceska Sporitelna (Erste Bank)
2 1 CSOB (KBC)
3 Komercni banka (Societe Generale)
4 4= UniCredit
5 Raiffeisen Bank International
6= Credit Suisse
6= UBS
8 Oberbank
9 4= Air Bank
10 Rothschild
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 1 CSOB (KBC)
2 5 Ceska Sporitelna (Erste Bank)
3= UBS
3= 6 Komercni banka (Societe Generale)
5 UniCredit
6 Raiffeisen Bank International
7 2= J&T Banka
8 Credit Suisse
9= 4 Bank Gutmann
9= Oberbank
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 6 Komercni banka (Societe Generale)
2 4 Ceska Sporitelna (Erste Bank)
3 1 CSOB (KBC)
4 5 UniCredit
5= 2= J&T Banka
5= Raiffeisen Bank International
7 Credit Suisse
8= Bank Gutmann
8= UBS
10= Commerzbank
10= Rothschild
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 1 Ceska Sporitelna (Erste Bank)
2 5 UniCredit
3 2 CSOB (KBC)
4 4 Komercni banka (Societe Generale)
5 3 Raiffeisen Bank International
6 J&T Banka
7 PPF Banka
8 UBS
9= Oberbank
9= Rothschild
Asset Management
2019 2018
1 Conseq
2 1 CSOB (KBC)
3 4= Komercni banka (Societe Generale)
4 2 Ceska Sporitelna (Erste Bank)
5 UBS
6= 6 Amundi
6= UniCredit
8 4= Raiffeisen Bank International
9 Credit Suisse
10= Partners Group
10= Patria
Family Office Services
2019 2018
1 1 J&T Banka
2 UBS
3 2 Credit Suisse
4 Komercni banka (Societe Generale)
5 3= CSOB (KBC)
6 Ceska Sporitelna (Erste Bank)
7= Bank Gutmann
7= 5= PPF Banka
9= 3= Havel
9= UniCredit
Research and Asset Allocation Advice
2019 2018
1 4 Komercni banka (Societe Generale)
2 2 CSOB (KBC)
3= Credit Suisse
3= UniCredit
5 3 Ceska Sporitelna (Erste Bank)
6 UBS
7= 5 FIO banka
7= Raiffeisen Bank International
7= Rothschild
7= Vontobel
Philanthropic Advice
2019 2018
1 1 Ceska Sporitelna (Erste Bank)
2 UBS
3= 3 Nadace Via
3= Raiffeisen Bank International
5= Credit Suisse
5= Komercni banka (Societe Generale)
7 4= CSOB (KBC)
8 UniCredit
9 Rothschild
10 Bank Gutmann
ESG/Social Impact Investing
2019 2018
1= 2 Komercni banka (Societe Generale)
1= 1 Ceska Sporitelna (Erste Bank)
3 3= CSOB (KBC)
4 Credit Suisse
5 6 UBS
6 UniCredit
7 Rothschild
8= Amundi
8= Havel
8= Pictet
8= Raiffeisen Bank International
8= Sberbank
International Clients
2019 2018
1 Komercni banka (Societe Generale)
2 Raiffeisen Bank International
3= Air Bank
3= 3 Credit Suisse
3= CSOB (KBC)
6= FIO banka
6= UniCredit
6= 5 UBS
9 2 Ceska Sporitelna (Erste Bank)
10 Patria
Succession Planning Advice and Trusts
2019 2018
1 5 Ceska Sporitelna (Erste Bank)
2 1= CSOB (KBC)
3 1= Komercni banka (Societe Generale)
4 1= Credit Suisse
5 1= UBS
6 UniCredit
7 6 Rothschild
8= Deloitte
8= JPMorgan
8= LGT
8= Nadace Via
8= Oberbank
8= Pictet
8= Saxo Bank
Technology
2019 2018
1 Komercni banka (Societe Generale)
2 3= Raiffeisen Bank International
3= 1 Air Bank
3= Credit Suisse
3= 6 CSOB (KBC)
6= UBS
6= FIO banka
6= 3= UniCredit
9 Ceska Sporitelna (Erste Bank)
10 Patria

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