The material on this site is for financial institutions, professional investors and their professional advisers. It is for information only. Please read our Terms & Conditions, Privacy Policy and Cookies before using this site.

All material subject to strictly enforced copyright laws. © 2020 Euromoney, a part of the Euromoney Institutional Investor PLC.
Surveys

Private Banking and Wealth Management Survey 2019: Country Results D - J

.




   





Denmark


Best Private Banking Services Overall
2019 2018
1 2 Danske Bank
2= 3 Nordea
2= 1 Nykredit
4 5= Jyske Bank
5 5= Ringkjobing Landbobank
6 UBS
7 4 Sydbank
8 5= Spar Nord Bank
9= Svenska Handelsbanken
9= SEB
9= Skandiabanken
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 1= Danske Bank
2 3 UBS
3 1= Nykredit
4 Nordea
5 5 SEB
6= Goldman Sachs
6= Sydbank
8 Julius Baer
9= Carnegie
9= JPMorgan
9= Skandiabanken
9= Svenska Handelsbanken
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 2 Danske Bank
2 1 Nordea
3 4 Nykredit
4 UBS
5 5 SEB
6= Jyske Bank
6= Saxo Bank
8= Ringkjobing Landbobank
8= Svenska Handelsbanken
10 Sparekassen Kronjylland
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 2 Danske Bank
2 3 Nordea
3 1 Nykredit
4 5 Ringkjobing Landbobank
5 Jyske Bank
6 4 Sydbank
7 UBS
8 Spar Nord Bank
9= Avanza
9= Svenska Handelsbanken
Asset Management
2019 2018
1 5= Danske Bank
2 UBS
3 1 Nykredit
4 3= SEB
5= BlackRock
5= 2 Nordea
7 3= Carnegie
8 Goldman Sachs
9= Aberdeen Standard Investments
9= Julius Baer
Family Office Services
2019 2018
1 1 Danske Bank
2 3 UBS
3 4 Nykredit
4 2 Nordea
5 Rothschild
6 Goldman Sachs
7 UBP
8= HSBC
8= JPMorgan
8= Lombard Odier
8= Merrill Lynch Wealth Management
8= PricewaterhouseCoopers
8= The Family Office Co.
Research and Asset Allocation Advice
2019 2018
1 2 Danske Bank
2 1 Nordea
3 3 Nykredit
4 5 Goldman Sachs
5= Credit Suisse
5= Merrill Lynch Wealth Management
7= Julius Baer
7= SEB
9 BNP Paribas
10 UBS
Philanthropic Advice
2019 2018
1 1 Nordea
2 3= Danske Bank
3 3= Credit Suisse
4 2 Nykredit
5 Rothschild
6 3= UBS
7 UBP
8= Jyske Bank
8= Merrill Lynch Wealth Management
8= Pictet
ESG/Social Impact Investing
2019 2018
1 3 Danske Bank
2 1 Nordea
3 4 Jyske Bank
4 2 Nykredit
5 UBS
6 Rothschild
7 UBP
8= Julius Baer
8= SEB
10= Credito Agricola
10= ING
10= JPMorgan
10= Pictet
10= Schroders
International Clients
2019 2018
1 2 Danske Bank
2 Nykredit
3 1 Nordea
4= Credit Suisse
4= 4 Jyske Bank
6= Morgan Stanley
6= Nordnet
6= 3 UBS
9 Spar Nord Bank
10= JPMorgan
10= Svenska Handelsbanken
Succession Planning Advice and Trusts
2019 2018
1 2 Danske Bank
2 1 Nordea
3 4 Nykredit
4 5 Jyske Bank
5 UBS
6 Rothschild
7 3 Sydbank
8 UBP
9 SEB
10= ABN AMRO
10= HSBC
10= Pictet
Technology
2019 2018
1 1 Danske Bank
2 2 Nykredit
3 Nordea
4= Credit Suisse
4= 3 Jyske Bank
6= UBS
6= Morgan Stanley
6= Nordnet
9 Spar Nord Bank
10= JPMorgan
10= Svenska Handelsbanken
top


Finland

Best Private Banking Services Overall
2019 2018
1 1 Nordea
2 Taaleritehdas
3 OP-Pohjola Group
4 Danske Bank
5= 2 Evli
5= 3 SEB
7 Svenska Handelsbanken
8= Alandsbanken
8= FIM
8= Saastopankki (Finland)
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 2 Nordea
2 3 OP-Pohjola Group
3 SEB
4 Evli
5 Danske Bank
6 Alandsbanken
7 FIM
8= Credit Suisse
8= Deutsche Bank
10= JPMorgan
10= Korkia Asset Management Oy
10= UBP
10= 1 UBS
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 2 SEB
2 1 Nordea
3 4 OP-Pohjola Group
4= 5= Danske Bank
4= Svenska Handelsbanken
6 Taaleritehdas
7= Alandsbanken
7= 3 Evli
7= United Bankers
10= Credit Suisse
10= FIM
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 Nordea
2= 5 Alandsbanken
2= 3 OP-Pohjola Group
4= 4 Danske Bank
4= SEB
4= Taaleritehdas
7 Saastopankki (Finland)
8= Aktia
8= Svenska Handelsbanken
10= Deutsche Bank
10= Korkia Asset Management Oy
10= LahiTapiola
Asset Management
2019 2018
1 1 Nordea
2 5 Danske Bank
3 2 SEB
4 OP-Pohjola Group
5= 3 Evli
5= Taaleritehdas
7 FIM
8 Deutsche Bank
9= Aktia
9= EQ
Family Office Services
2019 2018
1 2 Nordea
2= OP-Pohjola Group
2= 5 SEB
4 Alandsbanken
5= FIM
5= Taaleritehdas
7= 1 Aval Family Office
7= Credit Suisse
7= 3 UBS
10 Aktia
Research and Asset Allocation Advice
2019 2018
1 1= Nordea
2 6= SEB
3= 5 Aktia
3= 4 OP-Pohjola Group
5 3 Danske Bank
6 Svenska Handelsbanken
7 1= Evli
8 Nordnet
9 United Bankers
10= Carnegie
10= Credit Suisse
10= JPMorgan
10= Merrill Lynch Wealth Management
10= Saastopankki (Finland)
Philanthropic Advice
2019 2018
1 3 Aktia
2 1 Alandsbanken
3 Nordea
4 4 Credit Suisse
5 2 UBS
6= Danske Bank
6= OP-Pohjola Group
8 5 SEB
9= FIM
9= Taaleritehdas
ESG/Social Impact Investing
2019 2018
1 4 SEB
2 2 Nordea
3 OP-Pohjola Group
4 Danske Bank
5= 1 Alandsbanken
5= 5 Evli
7= 3 Aktia
7= Svenska Handelsbanken
9 Taaleritehdas
10 RobecoSAM
International Clients
2019 2018
1 2 Nordea
2= 5= Danske Bank
2= Nordnet
4 Evli
5 OP-Pohjola Group
6 S-Pankki
7= 3 SEB
7= Taaleritehdas
9 Credit Suisse
10= 1 UBS
10= Personal Capital
10= Saxo Bank
Succession Planning Advice and Trusts
2019 2018
1 Aktia
2 Nordea
3 5= OP-Pohjola Group
4 Alandsbanken
5 5= UBS
6 5= Danske Bank
7 Credit Suisse
8 FIM
9 Taaleritehdas
10= 3= Aval Family Office
10= LahiTapiola
10= PricewaterhouseCoopers
Technology
2019 2018
1 Nordea
2= 5 Danske Bank
2= 6 Nordnet
4 1 Evli
5 2= OP-Pohjola Group
6 S-Pankki
7= SEB
7= Taaleritehdas
9 Credit Suisse
10= 2= UBS
10= Personal Capital
10= Saxo Bank
France
Best Private Banking Services Overall
2019 2018
1 1 BNP Paribas
2 2 Rothschild
3 4 JPMorgan
4 3 UBS
5 Credit Suisse
6 Societe Generale
7 Oddo & Cie
8 5 Credit Mutuel - CIC Group
9= Edmond de Rothschild Group
9= HSBC
9= Neuflize OBC (ABN AMRO)
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 1 JPMorgan
2 2 BNP Paribas
3 3 Rothschild
4 4 UBS
5 Credit Suisse
6 Pictet
7= Goldman Sachs
7= Societe Generale
9= 5 Edmond de Rothschild Group
9= HSBC
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 1 BNP Paribas
2 2 Rothschild
3 3 UBS
4 6= Credit Suisse
5 JPMorgan
6= Credit Mutuel - CIC Group
6= 6= HSBC
8 6= Societe Generale
9= Deutsche Bank
9= 4= Neuflize OBC (ABN AMRO)
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 1 BNP Paribas
2 2 Societe Generale
3 Credit Suisse
4= Rothschild
4= 4= UBS
6 Neuflize OBC (ABN AMRO)
7 Oddo & Cie
8 Credit Agricole
8 6 HSBC
10 AXA
Asset Management
2019 2018
1 3 Amundi
2 JPMorgan
3 2 BlackRock
4 1 BNP Paribas
5 Pictet
6= Deutsche Bank
6= Oddo & Cie
8 4 AXA
9= Credit Suisse
9= Rothschild
Family Office Services
2019 2018
1 1 Rothschild
2 2 BNP Paribas
3 Credit Suisse
4 Lombard Odier
5 3 JPMorgan
6 5= UBS
7 5= Pictet
8= HSBC
8= Oddo & Cie
10= AXA
10= Neuflize OBC (ABN AMRO)
Research and Asset Allocation Advice
2019 2018
1 5 JPMorgan
2 1 BNP Paribas
3 UBS
4 Credit Suisse
5 Morgan Stanley
6 Rothschild
7 Oddo & Cie
8 Deutsche Bank
9 2 Pictet
10= AXA
10= 4 Goldman Sachs
10= 3 Societe Generale
Philanthropic Advice
2019 2018
1 1 BNP Paribas
2 2 Neuflize OBC (ABN AMRO)
3 5= Rothschild
4 Oddo & Cie
5 JPMorgan
6 5= Credit Suisse
7 4 UBS
8 Edmond de Rothschild Group
9= ABN AMRO
9= Charities Aid Foundation (CAF)
9= HSBC
9= Mirabaud
9= 3 Pictet
9= Santander
9= UBP
ESG/Social Impact Investing
2019 2018
1 1 BNP Paribas
2 Credit Suisse
3 ABN AMRO
4 3 Pictet
5= 4 HSBC
5= JPMorgan
5= Oddo & Cie
5= UBS
9 2 Societe Generale
10= Neuflize OBC (ABN AMRO)
10= Rothschild
International Clients
2019 2018
1 2 BNP Paribas
2 5 JPMorgan
3 Credit Suisse
4= 1 HSBC
4= 4 Pictet
6 UBS
7 Deutsche Bank
8= BlackRock
8= Lombard Odier
10 Avaloq
Succession Planning Advice and Trusts
2019 2018
1 2 BNP Paribas
2 3= Rothschild
3 1 UBS
4= 5 JPMorgan
4= 6= Neuflize OBC (ABN AMRO)
6 3= Credit Suisse
7 Pictet
8 6= HSBC
9 ABN AMRO
10= 6= Edmond de Rothschild Group
10= Lazard
10= Societe Generale
Technology
2019 2018
1 1 BNP Paribas
2 JPMorgan
3 3= Credit Suisse
4= 3= UBS
4= HSBC
4= Pictet
7 Deutsche Bank
8= BlackRock
8= 5 Lombard Odier
10 Avaloq
     top


France


Best Private Banking Services Overall
2019 2018
1 1 BNP Paribas
2 2 Rothschild
3 4 JPMorgan
4 3 UBS
5 Credit Suisse
6 Societe Generale
7 Oddo & Cie
8 5 Credit Mutuel - CIC Group
9= Edmond de Rothschild Group
9= HSBC
9= Neuflize OBC (ABN AMRO)
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 1 JPMorgan
2 2 BNP Paribas
3 3 Rothschild
4 4 UBS
5 Credit Suisse
6 Pictet
7= Goldman Sachs
7= Societe Generale
9= 5 Edmond de Rothschild Group
9= HSBC
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 1 BNP Paribas
2 2 Rothschild
3 3 UBS
4 6= Credit Suisse
5 JPMorgan
6= Credit Mutuel - CIC Group
6= 6= HSBC
8 6= Societe Generale
9= Deutsche Bank
9= 4= Neuflize OBC (ABN AMRO)
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 1 BNP Paribas
2 2 Societe Generale
3 Credit Suisse
4= Rothschild
4= 4= UBS
6 Neuflize OBC (ABN AMRO)
7 Oddo & Cie
8 Credit Agricole
8 6 HSBC
10 AXA
Asset Management
2019 2018
1 3 Amundi
2 JPMorgan
3 2 BlackRock
4 1 BNP Paribas
5 Pictet
6= Deutsche Bank
6= Oddo & Cie
8 4 AXA
9= Credit Suisse
9= Rothschild
Family Office Services
2019 2018
1 1 Rothschild
2 2 BNP Paribas
3 Credit Suisse
4 Lombard Odier
5 3 JPMorgan
6 5= UBS
7 5= Pictet
8= HSBC
8= Oddo & Cie
10= AXA
10= Neuflize OBC (ABN AMRO)
Research and Asset Allocation Advice
2019 2018
1 5 JPMorgan
2 1 BNP Paribas
3 UBS
4 Credit Suisse
5 Morgan Stanley
6 Rothschild
7 Oddo & Cie
8 Deutsche Bank
9 2 Pictet
10= AXA
10= 4 Goldman Sachs
10= 3 Societe Generale
Philanthropic Advice
2019 2018
1 1 BNP Paribas
2 2 Neuflize OBC (ABN AMRO)
3 5= Rothschild
4 Oddo & Cie
5 JPMorgan
6 5= Credit Suisse
7 4 UBS
8 Edmond de Rothschild Group
9= ABN AMRO
9= Charities Aid Foundation (CAF)
9= HSBC
9= Mirabaud
9= 3 Pictet
9= Santander
9= UBP
ESG/Social Impact Investing
2019 2018
1 1 BNP Paribas
2 Credit Suisse
3 ABN AMRO
4 3 Pictet
5= 4 HSBC
5= JPMorgan
5= Oddo & Cie
5= UBS
9 2 Societe Generale
10= Neuflize OBC (ABN AMRO)
10= Rothschild
International Clients
2019 2018
1 2 BNP Paribas
2 5 JPMorgan
3 Credit Suisse
4= 1 HSBC
4= 4 Pictet
6 UBS
7 Deutsche Bank
8= BlackRock
8= Lombard Odier
10 Avaloq
Succession Planning Advice and Trusts
2019 2018
1 2 BNP Paribas
2 3= Rothschild
3 1 UBS
4= 5 JPMorgan
4= 6= Neuflize OBC (ABN AMRO)
6 3= Credit Suisse
7 Pictet
8 6= HSBC
9 ABN AMRO
10= 6= Edmond de Rothschild Group
10= Lazard
10= Societe Generale
Technology
2019 2018
1 1 BNP Paribas
2 JPMorgan
3 3= Credit Suisse
4= 3= UBS
4= HSBC
4= Pictet
7 Deutsche Bank
8= BlackRock
8= 5 Lombard Odier
10 Avaloq
top


Germany


Best Private Banking Services Overall
2019 2018
1 1 UBS
2 2 Deutsche Bank
3 Julius Baer
4= 3 Berenberg Bank
4= 6= Pictet
6= 4= Bethmann Bank (ABN AMRO)
6= Metzler
8= 6= JPMorgan
8= Oddo & Cie
10 Goldman Sachs
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 1 UBS
2 2 Deutsche Bank
3 3= Goldman Sachs
4 6= JPMorgan
5 3= Pictet
6 5 Metzler
7 Credit Suisse
8 Julius Baer
9 BNP Paribas
10= 6= Berenberg Bank
10= Flossbach von Storch
10= UniCredit
High Net Worth clients (US$ 5 million to US$ 30 million)
2019 2018
1 1= UBS
2 1= Deutsche Bank
3 4 Metzler
4 5= Julius Baer
5= Bethmann Bank (ABN AMRO)
5= JPMorgan
5= Pictet
8= 3 Berenberg Bank
8= UniCredit
10= BNP Paribas
10= Flossbach von Storch
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 1 Deutsche Bank
2 3 UBS
3= 4 Metzler
3= UniCredit
5 2 Commerzbank
6 Julius Baer
7 5 Berenberg Bank
8= Bethmann Bank (ABN AMRO)
8= Credit Suisse
10 JPMorgan
Asset Management
2019 2018
1 1 Deutsche Bank
2 2 BlackRock
3 3 UBS
4= 5 JPMorgan
4= 4 Pictet
6= Allianz
6= BNP Paribas
8= Flossbach von Storch
8= Morgan Stanley
8= UniCredit
Family Office Services
2019 2018
1 1 Deutsche Bank
2= 4 HQ Trust
2= 2 UBS
4 Oddo & Cie
5= Hartz Regehr & Partner
5= JPMorgan
7 Goldman Sachs
8 M.M.Warburg & CO
9 UniCredit
10 Metzler
Research and Asset Allocation Advice
2019 2018
1 3 JPMorgan
2 1 Deutsche Bank
3 2 UBS
4 4= Goldman Sachs
5 Berenberg Bank
6 4= Bethmann Bank (ABN AMRO)
7 Morgan Stanley
8= BlackRock
8= Merrill Lynch Wealth Management
10= Commerzbank
10= DZ Bank
10= Exane
10= Flossbach von Storch
Philanthropic Advice
2019 2018
1 2 Deutsche Bank
2 1 UBS
3 Credit Suisse
4= Bethmann Bank (ABN AMRO)
4= UniCredit
6 JPMorgan
7 LBBW
8 Bank J. Safra Sarasin
9 Commerzbank
10= Amundi
10= 5 Berenberg Bank
10= 4 Pictet
10= Zurcher Kantonalbank
ESG/Social Impact Investing
2019 2018
1= 2 UBS
1= 1 Deutsche Bank
3= Bethmann Bank (ABN AMRO)
3= Credit Suisse
3= 3 Pictet
3= UniCredit
7 Bank J. Safra Sarasin
8 JPMorgan
9 Bankhaus Lampe
10= Allianz
10= BlackRock
10= Hauck & Aufhauser
10= Julius Baer
International Clients
2019 2018
1 2 Deutsche Bank
2 1 UBS
3 Commerzbank
4 4 JPMorgan
5= Bethmann Bank (ABN AMRO)
5= 5 Goldman Sachs
7 UniCredit
8 3 HSBC
9= HQ Trust
9= ING
Succession Planning Advice and Trusts
2019 2018
1 1 Deutsche Bank
2 2 UBS
3 3= Bethmann Bank (ABN AMRO)
4 Credit Suisse
5 UniCredit
6= HQ Trust
6= M.M.Warburg & CO
8= Feri
8= 3= HSBC
8= JPMorgan
8= 5 Metzler
8= Oddo & Cie
Technology
2019 2018
1 1 Deutsche Bank
2 2 UBS
3 3 Commerzbank
4 JPMorgan
5= Bethmann Bank (ABN AMRO)
5= 4 Goldman Sachs
7 5= UniCredit
8 5= HSBC
9= 5= HQ Trust
9= ING
top


Greece


Best Private Banking Services Overall
2019 2018
1 2 Credit Suisse
2 3 UBS
3 1 JPMorgan
4= EFG International
4= 5 Eurobank
6= Berenberg Bank
6= Citi
8 4 National Bank of Greece
9= Alpha Bank
9= Julius Baer
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 3 Credit Suisse
2 2 UBS
3 1 JPMorgan
4 EFG International
5 Berenberg Bank
6= Citi
6= Eurobank
8 Deutsche Bank
9= 5 Goldman Sachs
9= 4 National Bank of Greece
9= Pictet
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 1 Credit Suisse
2 2 UBS
3 EFG International
4 Deutsche Bank
5= 4 Eurobank
5= JPMorgan
7= 3 National Bank of Greece
7= Pictet
9= 5 Julius Baer
9= Morgan Stanley
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 EFG International
2 2 Credit Suisse
3 6 Eurobank
4 UBS
5 1 National Bank of Greece
6 Deutsche Bank
7 3= Julius Baer
8= BNP Paribas
8= Morgan Stanley
8= 3= Piraeus Bank
Asset Management
2019 2018
1= 1= Pictet
1= Pimco
3 BlackRock
4= 5 Credit Suisse
4= 7 Eurobank
4= 4 JPMorgan
7= Amundi
7= EFG International
9 BNP Paribas
10 Deutsche Bank
Family Office Services
2019 2018
1 2 Credit Suisse
2= EFG International
2= 1 UBS
4 Coutts
5 3 Eurobank
6 Deutsche Bank
7= Barclays
7= Citi
7= 4= JPMorgan
10= ABN AMRO
10= Berenberg Bank
10= Midas Asset Management
10= National Bank of Greece
Research and Asset Allocation Advice
2019 2018
1 2 Credit Suisse
2 1 UBS
3 Lombard Odier
4= 4= Deutsche Bank
4= 7 Eurobank
4= 3 JPMorgan
4= 4= National Bank of Greece
8= ABN AMRO
8= EFG International
10= Barclays
10= BlackRock
10= Citi
Philanthropic Advice
2019 2018
1= ABN AMRO
1= Credit Suisse
3 1 UBS
4= Coutts
4= Julius Baer
6 JPMorgan
7 Barclays
8= Allianz
8= Berenberg Bank
8= Pictet
ESG/Social Impact Investing
2019 2018
1 Credit Suisse
2 1 UBS
3 BNP Paribas
4 Citi
5= BlackRock
5= Deutsche Bank
7= ABN AMRO
7= Barclays
7= Berenberg Bank
7= Blackstone
7= Zurcher Kantonalbank
International Clients
2019 2018
1 1= UBS
2 Credit Suisse
3 ABN AMRO
4= BBVA
4= 1= JPMorgan
6= BNP Paribas
6= 4= Citi
8= Berenberg Bank
8= EFG International
8= Franklin Templeton Investments
8= HSBC
8= Pictet
8= 4= Piraeus Bank
Succession Planning Advice and Trusts
2019 2018
1 2 Credit Suisse
2 1 UBS
3 JPMorgan
4 Barclays
5 ABN AMRO
6 Pictet
7 Citi
8= Coutts
8= EFG International
10= BBVA
10= BNP Paribas
10= Deutsche Bank
10= Societe Generale
Technology
2019 2018
1 1 UBS
2 5 Credit Suisse
3 ABN AMRO
4= BBVA
4= JPMorgan
6= BNP Paribas
6= Citi
8= Berenberg Bank
8= EFG International
8= Franklin Templeton Investments
8= HSBC
8= Pictet
8= 4 Piraeus Bank
top


Guernsey

Best Private Banking Services Overall
2019 2018
1 2 Julius Baer
2= Butterfield Bank
2= 4= Investec
2= Skipton International
5= Deutsche Bank
5= Rothschild
7= Canaccord Genuity
7= Societe Generale
9= Cazenove Capital (Schroders)
9= Bank J. Safra Sarasin
9= Northern Trust
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 2 Rothschild
2 3 Julius Baer
3 4= RBC
4= ABN AMRO
4= JPMorgan
4= Lloyds Bank
4= 4= RBS
4= 6 Societe Generale
4= UBS
10= BNP Paribas
10= Canaccord Genuity
10= Cazenove Capital (Schroders)
10= Skipton International
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 Julius Baer
2 Societe Generale
3 Butterfield Bank
4 Schroders
5 Canaccord Genuity
6= Deutsche Bank
6= EFG International
8= Barclays
8= Bank J. Safra Sarasin
8= Skipton International
8= UBS
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 Canaccord Genuity
2= Bank J. Safra Sarasin
2= UBS
4= EFG International
4= 1 HSBC
6= Northern Trust
6= RBC
6= RBS
9= 2 ABN AMRO
9= 5= BNP Paribas
9= 5= Investec
9= Ravenscroft
Asset Management
2019 2018
1 2= Julius Baer
2= Butterfield Bank
2= 9= Canaccord Genuity
2= HSBC
2= JPMorgan
2= 2= Ravenscroft
7 RBC
8= 1 ABN AMRO
8= Lloyds Bank
8= Rabobank
8= 4= Rothschild
8= Schroders
Family Office Services
2019 2018
1 3 Rothschild
2 Butterfield Bank
3= Deutsche Bank
3= EFG International
3= HSBC
3= Investec
3= 2 RBC
3= Trust Corporation of the Channel Islands
9= Acquitaine Trust
9= BNP Paribas
9= Northern Trust
9= Bank J. Safra Sarasin
Research and Asset Allocation Advice
2019 2018
1= 2= Barclays
1= JPMorgan
1= Julius Baer
4 4 HSBC
5= ABN AMRO
5= Investec
7 Deutsche Bank
8= BNP Paribas
8= Cazenove Capital (Schroders)
8= First Rand Bank
8= 1 Ravenscroft
8= Societe Generale
Philanthropic Advice
2019 2018
1 Julius Baer
2 Bank J. Safra Sarasin
3 JPMorgan
4= Butterfield Bank
4= First Rand Bank
4= 5= HSBC
4= Northern Trust
4= Praxis
4= Rawlinson & Hunter
10= 4 Deutsche Bank
10= EFG International
10= Investec
10= Lloyds Bank
ESG/Social Impact Investing
2019 2018
1 Julius Baer
2= ABN AMRO
2= JPMorgan
4= BNP Paribas
4= Goldman Sachs
4= Investec
4= Bank J. Safra Sarasin
4= Northern Trust
4= Skipton International
10= Butterfield Bank
10= EFG International
10= RBC
International Clients
2019 2018
1 1 HSBC
2 Praxis
3 Butterfield Bank
4 5 RBS
5= ABN AMRO
5= BDO International
5= EFG International
5= First Rand Bank
5= 4 Lloyds Bank
10 Skipton International
Succession Planning Advice and Trusts
2019 2018
1 2 intertrust
2= 4= Butterfield Bank
2= Praxis
4= BNP Paribas
4= Capita
4= FirstRand Bank (CI)
4= 7= Rawlinson & Hunter
4= Rothschild
9= BDO International
9= Deutsche Bank
9= Nerine
Technology
2019 2018
1= 3= HSBC
1= Praxis
3 Butterfield Bank
4 2 RBS
5= ABN AMRO
5= BDO International
5= EFG International
5= First Rand Bank
5= Lloyds Bank
10 3= Skipton International
top


Hong Kong


Best Private Banking Services Overall
2019 2018
1 1 UBS
2 2 Credit Suisse
3= Citi
3= Hang Seng Bank
5 3 BNP Paribas
6= 5 JPMorgan
6= Maybank
8 4 HSBC
9 Julius Baer
10= ABN AMRO
10= DBS Bank
10= LGT
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 2 JPMorgan
2 1 UBS
3 3 Goldman Sachs
4 Credit Suisse
5 4 BNP Paribas
6 Hang Seng Bank
7 Citi
8 ICBC
9 Bank of China
10 LGT
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 2 Credit Suisse
2 1 UBS
3= 3 BNP Paribas
3= 4 HSBC
5 Hang Seng Bank
6= China Construction Bank
6= DBS Bank
6= Julius Baer
9 China CITIC Bank
10= 5 Citi
10= LGT
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 Citi
2 Hang Seng Bank
3= 3 BNP Paribas
3= UBS
5 4 Bank of Singapore
6 2 DBS Bank
7 1 HSBC
8 LGT
9 Julius Baer
10 Bank of China
Asset Management
2019 2018
1 3 BlackRock
2 1 JPMorgan
3 UBS
4 4= BNP Paribas
5 4= Fidelity Investments
6 Credit Suisse
7= Allianz
7= Schroders
9= AllianceBernstein
9= Franklin Templeton Investments
9= Hang Seng Bank
9= Lombard Odier
9= Morgan Stanley
9= Value Partners
Family Office Services
2019 2018
1 1 UBS
2 2 Credit Suisse
3 5 BNP Paribas
4 4 HSBC
5 Rothschild
6= 3 JPMorgan
6= LGT
8= Lombard Odier
8= China CITIC Bank
8= EFG International
Research and Asset Allocation Advice
2019 2018
1 Morgan Stanley
2 2 UBS
3 1 Goldman Sachs
4 3 JPMorgan
5= Citi
5= 5 Credit Suisse
7 HSBC
8 Hang Seng Bank
9 4 BNP Paribas
10= ABAX Group
10= Bank of China
10= BlackRock
10= DBS Bank
10= Bank J. Safra Sarasin
10= Standard Chartered
Philanthropic Advice
2019 2018
1 1 UBS
2 3 HSBC
3 4 Credit Suisse
4 2 JPMorgan
5= 5 BNP Paribas
5= Citi
7= Hang Seng Bank
7= Lombard Odier
9= EFG International
9= Standard Chartered
ESG/Social Impact Investing
2019 2018
1 1 UBS
2 4 JPMorgan
3 Standard Chartered
4 Deutsche Bank
5 Citi
6= 2 BNP Paribas
6= China Construction Bank
6= 3 Credit Suisse
9 5 HSBC
10= BlackRock
10= EFG International
10= Goldman Sachs
10= Hang Seng Bank
International Clients
2019 2018
1 3= UBS
2 1 HSBC
3= 3= Credit Suisse
3= DBS Bank
5 2 Citi
6= 6 Bank of China
6= Deutsche Bank
8 JPMorgan
9= 5 BNP Paribas
9= Standard Chartered
Succession Planning Advice and Trusts
2019 2018
1 2 UBS
2 1 HSBC
3 3 Credit Suisse
4 4 JPMorgan
5 5 BNP Paribas
5 Citi
7 LGT
8 Rothschild
9= Bank of China
9= ICBC
Technology
2019 2018
1 1 UBS
2 2 HSBC
3= 3 Credit Suisse
3= 5 DBS Bank
5 4 Citi
6= Bank of China
6= Deutsche Bank
8 JPMorgan
9= BNP Paribas
9= Standard Chartered
top


Hungary


Best Private Banking Services Overall
2019 2018
1 1 Hold Asset management (former Concorde Asset Management )
2 2= OTP Bank
3= Bank Gutmann
3= Raiffeisen Bank International
5 UniCredit
6 CIB Bank (Intesa Sanpaolo)
7 MKB Bank
8 Erste Bank
9= Concorde
9= K&H Bank (KBC)
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 1 Bank Gutmann
2 Hold Asset management (former Concorde Asset Management )
3 5 UniCredit
4 6 OTP Bank
5 UBS
6 3= Raiffeisen Bank International
7 Credit Suisse
8= Aegon Asset Management
8= K&H Bank (KBC)
10= Erste Bank
10= Merrill Lynch Wealth Management
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 Hold Asset management (former Concorde Asset Management )
2 1 OTP Bank
3 2 CIB Bank (Intesa Sanpaolo)
4 Raiffeisen Bank International
5 3 Bank Gutmann
6= UniCredit
6= K&H Bank (KBC)
8 Erste Bank
9 Credit Suisse
10 Vontobel
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 1 Hold Asset management (former Concorde Asset Management )
2= CIB Bank (Intesa Sanpaolo)
2= UniCredit
4 4 Raiffeisen Bank International
5 3 Erste Bank
6 2 OTP Bank
7 Bank Gutmann
8 K&H Bank (KBC)
9= Concorde
9= Concorde Hungary
9= LGT
9= MKB Bank
9= Vontobel
Asset Management
2019 2018
1 Hold Asset management (former Concorde Asset Management )
2 2= Aegon Asset Management
3= 2= OTP Bank
3= Raiffeisen Bank International
5 Erste Bank
6 4 CIB Bank (Intesa Sanpaolo)
7 K&H Bank (KBC)
8= Bank Gutmann
8= Credit Suisse
10 UniCredit
Family Office Services
2019 2018
1 2 Bank Gutmann
2= 4= Hold Asset management (former Concorde Asset Management )
2= Raiffeisen Bank International
2= UniCredit
5 1 PricewaterhouseCoopers
6= Credit Suisse
6= OTP Bank
8 RSM DTM
9 Vontobel
10 4= EY
Research and Asset Allocation Advice
2019 2018
1= 2 OTP Bank
1= UniCredit
3 4 Erste Bank
4 Goldman Sachs
5= Credit Suisse
5= Hold Asset management (former Concorde Asset Management )
5= Raiffeisen Bank International
5= UBS
9= Bank Gutmann
9= Merrill Lynch Wealth Management
9= MKB Bank
Philanthropic Advice
2019 2018
1= 5= MKB Bank
1= 4 Raiffeisen Bank International
3 UniCredit
4= Bank Gutmann
4= 2 OTP Bank
6= BloChamps Capital
6= 1 CIB Bank (Intesa Sanpaolo)
6= Vontobel
9= Aegon Asset Management
9= Deutsche Bank
ESG/Social Impact Investing
2019 2018
1 5 Erste Bank
2 UBS
3 Credit Suisse
4= Bank Gutmann
4= Portus Buda Group
6 3 OTP Bank
7= Aegon Asset Management
7= K&H Bank (KBC)
7= 2 Raiffeisen Bank International
10 CIB Bank (Intesa Sanpaolo)
International Clients
2019 2018
1 5= OTP Bank
2 3= Erste Bank
3 2 Raiffeisen Bank International
4 1 CIB Bank (Intesa Sanpaolo)
5 UniCredit
6 3= MKB Bank
7 5= Bank Gutmann
8 Budapest Bank
9= ING
9= mBank (Commerzbank)
9= Vontobel
Succession Planning Advice and Trusts
2019 2018
1 3=  Bank Gutmann
2 3= Hold Asset management (former Concorde Asset Management )
3 RSM DTM
4 1 PricewaterhouseCoopers
5 Deloitte
6 OTP Bank
7 UniCredit
8= Aegon Asset Management
8= Erste Bank
10= Citi
10= 6 MKB Bank
Technology
2019 2018
1 1 OTP Bank
2 3 Erste Bank
3 2 Raiffeisen Bank International
4 4 CIB Bank (Intesa Sanpaolo)
5 UniCredit
6 5 MKB Bank
7 Bank Gutmann
8 Budapest Bank
9= ING
9= mBank (Commerzbank)
9= Vontobel
top


India


Best Private Banking Services Overall
2019 2018
1 1 Kotak Mahindra
2 2 IIFL Private Wealth Management
3 Julius Baer
4 3 HDFC
5 4 ICICI Bank
6 Edelweiss Capital
7= Citi
7= State Bank of India
9 Aditya Birla Group
10= ABN AMRO
10= Motilal Oswal Financial Services
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 1 Kotak Mahindra
2 2 IIFL Private Wealth Management
3 Julius Baer
4 4 Citi
5 Motilal Oswal Financial Services
6 Edelweiss Capital
7 Aditya Birla Group
8 ABN AMRO
9= Barclays
9= ICICI Bank
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 3 Kotak Mahindra
2 Julius Baer
3 2 IIFL Private Wealth Management
4 Citi
5 6 Edelweiss Capital
6= 1 HDFC
6= 4= ICICI Bank
8= Deutsche Bank
8= Motilal Oswal Financial Services
10= Aditya Birla Group
10= Barclays
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 5= Kotak Mahindra
2 3 IIFL Private Wealth Management
3 Citi
4 2 HDFC
5 1 ICICI Bank
6 Julius Baer
7 ABN AMRO
8= Motilal Oswal Financial Services
8= Edelweiss Capital
10= L&T Finance
10= AXIS Bank
Asset Management
2019 2018
1 1 HDFC
2 2 ICICI Bank
3 3 Franklin Templeton Investments
4 4 Kotak Mahindra
5 Edelweiss Capital
6= 5 Aditya Birla Group
6= IIFL Private Wealth Management
8 State Bank of India
9= L&T Finance
9= Motilal Oswal Financial Services
Family Office Services
2019 2018
1 3 Kotak Mahindra
2 1 IIFL Private Wealth Management
3 Julius Baer
4 4 Waterfield Advisors
5= 2 Avendus
5= Client Associates
7= ASK Wealth Advisors
7= Edelweiss Capital
9 ICICI Bank
10 Credit Suisse
Research and Asset Allocation Advice
2019 2018
1 3 Kotak Mahindra
2 Julius Baer
3 1= IIFL Private Wealth Management
4 1= Motilal Oswal Financial Services
5 Edelweiss Capital
6 Citi
7 ASK Wealth Advisors
8= Credit Suisse
8= 4 ICICI Bank
10 AXIS Bank
Philanthropic Advice
2019 2018
1 3 Kotak Mahindra
2 Julius Baer
3 5 ICICI Bank
4 IIFL Private Wealth Management
5 AXIS Bank
6 Edelweiss Capital
7 2 HDFC
8= ABN AMRO
8= Motilal Oswal Financial Services
10 Citi
ESG/Social Impact Investing
2019 2018
1 Julius Baer
2 2 Kotak Mahindra
3 IIFL Private Wealth Management
4 4 ICICI Bank
5 1 HDFC
6= Citi
6= Aberdeen Standard Investments
6= Aditya Birla Group
9= Motilal Oswal Financial Services
9= State Bank of India
9= Yes Bank
International Clients
2019 2018
1 Julius Baer
2 IIFL Private Wealth Management
3 Kotak Mahindra
4 3 Citi
5 2 ICICI Bank
6 1 HDFC
7 Edelweiss Capital
8 Aditya Birla Group
9= 4 HSBC
9= Morgan Stanley
9= State Bank of India
Succession Planning Advice and Trusts
2019 2018
1 1 IIFL Private Wealth Management
2 2 Kotak Mahindra
3 Julius Baer
4 Edelweiss Capital
5 5= ICICI Bank
6 Motilal Oswal Financial Services
7 Barclays
8= Aditya Birla Group
8= Avendus
10 Vistra
Technology
2019 2018
1 Julius Baer
2 3 IIFL Private Wealth Management
3 4 Kotak Mahindra
4 5 Citi
5 1 ICICI Bank
6 2 HDFC
7 Edelweiss Capital
8 Aditya Birla Group
9= HSBC
9= Morgan Stanley
9= State Bank of India
top


Indonesia


Best Private Banking Services Overall
2019 2018
1 DBS Bank
2 4= Bank of Singapore
3 1 Bank Mandiri
4 6= Credit Suisse
5 3 Citi
6 BNP Paribas
7= 4= Bank Central Asia
7= Julius Baer
9 Bank Rakyat Indonesia
10 Deutsche Bank
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 DBS Bank
2 2 Credit Suisse
3 3 Citi
4= BNI
4= BNP Paribas
6= Bank Central Asia
6= Deutsche Bank
8= 5 Bank Mandiri
8= Standard Chartered
10= Bank of Singapore
10= Julius Baer
10= Lippo Bank
10= Pictet
High Net Worth clients (US$ 5 million to US$ 30 million)
2019 2018
1 Citi
2 1= DBS Bank
3 Credit Suisse
4= 4 Bank Central Asia
4= 1= Bank of Singapore
6 3 Bank Mandiri
7 Standard Chartered
8= BNI
8= 5 HSBC
10 Julius Baer
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 1= DBS Bank
2 3 Bank Mandiri
3= 4 Bank Central Asia
3= 1= Bank of Singapore
5 BNP Paribas
6= Bank Rakyat Indonesia
6= Standard Chartered
6= UOB
9 UBS
10= 6= Citi
10= Julius Baer
Asset Management
2019 2018
1 BNP Paribas
2 Schroders
3 1 Aberdeen Standard Investments
4 2 Fidelity Investments
5 3 Franklin Templeton Investments
6= Bank of Singapore
6= BlackRock
6= Manulife Financial
6= Pimco
10= Goldman Sachs
10= Investec
10= Renaissance
Family Office Services
2019 2018
1 2 Bank Mandiri
2 BNP Paribas
3= 4= Bank Central Asia
3= BNI
5= 4= Bank Danamon Indonesia
5= Citco
5= Deutsche Bank
5= Pictet
5= UBS
10= DBS Bank
10= Goldman Sachs
10= 1 HSBC
Research and Asset Allocation Advice
2019 2018
1 BNP Paribas
2= 7 Bank Central Asia
2= 1= Bank Mandiri
4= Bank of Singapore
4= Bank Rakyat Indonesia
4= 3= DBS Bank
4= PricewaterhouseCoopers
8= EY
8= JPMorgan
8= Lippo Bank
8= Morgan Stanley
8= 8= Schroders
Philanthropic Advice
2019 2018
1 7= Credit Suisse
2= 1 Bank Danamon Indonesia
2= 2= Bank Mandiri
4= 2= UBS
4= BNI
4= HSBC
7 7= DBS Bank
8= Bank Central Asia
8= Bank of Singapore
8= 7= Schroders
8= Standard Chartered
ESG/Social Impact Investing
2019 2018
1 2 Bank Central Asia
2 1 Bank Mandiri
3 5 DBS Bank
4= UBS
4= BNI
4= HSBC
7= Pictet
7= Schroders
7= Standard Chartered
10= Bank Danamon Indonesia
10= Deutsche Bank
International Clients
2019 2018
1 DBS Bank
2 1 Bank Mandiri
3 Credit Suisse
4 3= Bank Central Asia
5 Bank Rakyat Indonesia
6 Standard Chartered
7= BBVA
7= 2 Citi
7= Morgan Stanley
10 Commonwealth Bank
Succession Planning Advice and Trusts
2019 2018
1 4= Bank Rakyat Indonesia
2= BNP Paribas
2= 2 Credit Suisse
4 BNI
5= UBS
5= 6 Bank Central Asia
7= Citco
7= Pictet
7= Schroders
10= Bank Danamon Indonesia
10= Bank of Singapore
10= 4= Citi
10=
Technology
2019 2018
1 1 DBS Bank
2 3 Bank Mandiri
3 Credit Suisse
4 2 Bank Central Asia
5 Bank Rakyat Indonesia
6 Standard Chartered
7= BBVA
7= 5 Citi
7= Morgan Stanley
10 Commonwealth Bank
top


Israel


Best Private Banking Services Overall
2019 2018
1 3= Credit Suisse
2 2 UBS
3= ABN AMRO
3= 1= JPMorgan
3= 5= Julius Baer
3= 9= LGT
7= 5= Pictet
7= Rothschild
9 HSBC
10= AXIA Ventures Group
10= 3= Citi
10= Goldman Sachs
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 1= JPMorgan
2 5 Credit Suisse
3= 3 Goldman Sachs
3= 1= UBS
5= Bank Leumi
5= HSBC
5= Rothschild
8= ABN AMRO
8= Bank Hapoalim
8= LGT
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 Credit Suisse
2 1 Julius Baer
3 2 UBS
4 5 LGT
5= ABN AMRO
5= Pictet
5= Rothschild
8 HSBC
9= Bank Hapoalim
9= Bank Leumi
9= Fidelity Bank
9= JPMorgan
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 Credit Suisse
2 1 Julius Baer
3 UBS
4 6= Bank Hapoalim
5 ABN AMRO
6 3= Citi
7 9= Pictet
8= Edmond de Rothschild Group
8= 9= Lombard Odier
8= 6= Rothschild
8= 6= UBP
8= Zurcher Kantonalbank
Asset Management
2019 2018
1 4= JPMorgan
2 Credit Suisse
3 ABN AMRO
4 HSBC
5= 1 BlackRock
5= CSC Bank
5= Goldman Sachs
5= Vontobel
9 Aberdeen Standard Investments
10= Barings
10= 2 Blackstone
10= Citi
10= LGT
10= Pictet
10= Zurcher Kantonalbank
Family Office Services
2019 2018
1 1 Credit Suisse
2 3= JPMorgan
3 6= UBS
4 HSBC
5 Bank Hapoalim
6= Banco Itau
6= Citi
6= 5 Julius Baer
6= LGT
10= ABN AMRO
10= Bank Leumi
Research and Asset Allocation Advice
2019 2018
1 Credit Suisse
2 1 JPMorgan
3 2= Pictet
4 6= UBS
5= Bank of Singapore
5= 10 BlackRock
5= 6= Deutsche Bank
5= Investec
5= LGT
10= ABN AMRO
10= 2 Bank Hapoalim
10= Goldman Sachs
10= 2= HSBC
Philanthropic Advice
2019 2018
1 3= Credit Suisse
2 2 UBS
3= 7= JPMorgan
3= 3= Julius Baer
3= 1 Pictet
6= 11= Bank Hapoalim
6= Citi
6= Hyperion Family Office
6= 11= Vontobel
6= Zurcher Kantonalbank
ESG/Social Impact Investing
2019 2018
1 2 Credit Suisse
2 JPMorgan
3 3 UBS
4 HSBC
5= ABLV Bank
5= 4 Bank Hapoalim
5= 1 Pictet
8= ABN AMRO
8= 5= Bank Leumi
8= LGT
8= Rothschild
International Clients
2019 2018
1 1 Credit Suisse
2 2 JPMorgan
3 3 UBS
4 Goldman Sachs
5 Deutsche Bank
6= ABAX Group
6= ABN AMRO
6= 4 HSBC
6= Pictet
10= Addenda Capital
10= Bank Leumi
10= LGT
Succession Planning Advice and Trusts
2019 2018
1 3= Credit Suisse
2 JPMorgan
3 2 UBS
4 3= Julius Baer
5= ABLV Bank
5= Bank Hapoalim
5= LGT
8= ABN AMRO
8= Arab Banking Corporation (ABC)
8= Bank Leumi
Technology
2019 2018
1 2= Credit Suisse
2 2= JPMorgan
3 1 UBS
4 9= Goldman Sachs
5 Deutsche Bank
6= ABAX Group
6= ABN AMRO
6= HSBC
6= 4= Pictet
10= Addenda Capital
10= Bank Leumi
10= LGT
top


Italy


Best Private Banking Services Overall
2019 2018
1 1 UBS
2 2 JPMorgan
3 3 Intesa Sanpaolo
4 Credit Suisse
5 5= Goldman Sachs
6 5= UniCredit
7 BNL-BNP Paribas
8= Deutsche Bank
8= Kairos
8= 4 Pictet
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 1 UBS
2 2 JPMorgan
3 3 Goldman Sachs
4 5 Credit Suisse
5= Intesa Sanpaolo
5= 4 Pictet
7 Kairos
8= Morgan Stanley
8= UniCredit
10 ABN AMRO
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 1 UBS
2 Credit Suisse
3 3 Intesa Sanpaolo
4 2 JPMorgan
5 Mediobanca
6 Pictet
7 UniCredit
8 Deutsche Bank
9 BNL-BNP Paribas
10 UBI Banca
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 Intesa Sanpaolo
2 UniCredit
3 BNL-BNP Paribas
4 UBI Banca
5 UBS
6 Banca Generali
7 Credit Suisse
8= Credit Agricole
8= Fineco bank
10 Banca Aletti
Asset Management
2019 2018
1 1 Pictet
2 4 BlackRock
3 2= M&G Investments
4= 2= JPMorgan
4= 5 Kairos
6 Intesa Sanpaolo
7= Deutsche Bank
7= Vontobel
9 6 UBS
10 Fidelity Investments
Family Office Services
2019 2018
1 1 UBS
2 Credit Suisse
3 2 JPMorgan
4 3 Mediobanca
5= Banor SIM
5= Intesa Sanpaolo
5= UniCredit
8 5= Banca Profilo
9 5= Four Partners Advisory
10 Azimut
Research and Asset Allocation Advice
2019 2018
1 2 JPMorgan
2 3 Goldman Sachs
3 1 UBS
4= 5 Credit Suisse
4= Morgan Stanley
6 4 Kairos
7 Intesa Sanpaolo
8 Pictet
8 Societe Generale
10 Cordusio SIM
Philanthropic Advice
2019 2018
1 1 UBS
2 BNL-BNP Paribas
3 3= JPMorgan
4 3= UniCredit
5 5 Intesa Sanpaolo
6= Banca Etica
6= Pictet
8 6= Credit Suisse
9= 2 Banca Esperia
9= Credit Agricole
ESG/Social Impact Investing
2019 2018
1 UBS
2 1 Intesa Sanpaolo
3 BNL-BNP Paribas
4 Pictet
5 3 UniCredit
6 5= Kairos
7= 4 Banca Etica
7= 2 UBI Banca
9= Credit Agricole
9= Julius Baer
International Clients
2019 2018
1 Fineco bank
2 2 JPMorgan
3 1 UBS
4= BlackRock
4= UniCredit
6 Mediobanca
7 Intesa Sanpaolo
8 3 Credit Suisse
9 Pictet
10 Banca Esperia
Succession Planning Advice and Trusts
2019 2018
1 Credit Suisse
2= 1 UBS
2= UniCredit
4 Intesa Sanpaolo
5 6 JPMorgan
6 2= Banca Generali
7= 5 Banca Aletti
7= Mediobanca
9 Cordusio SIM
10 7 Pictet
Technology
2019 2018
1 1 Fineco bank
2 6= JPMorgan
3 2 UBS
4 BlackRock
5= Mediobanca
5= 4= UniCredit
7 3 Intesa Sanpaolo
8 4= Credit Suisse
9 6= Pictet
10 Banca Esperia
top


Japan


Best Private Banking Services Overall
2019 2018
1 1 Mitsubishi UFJ Morgan Stanley PB Securities
2 3 UBS
3 2 Credit Suisse
4 SMBC
5 5 Nomura
6 4 Mizuho
7= HSBC
7= Morgan Stanley
9= Goldman Sachs
9= Sumitomo Mitsui Trust Bank
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 1 Mitsubishi UFJ Morgan Stanley PB Securities
2 3 UBS
3 2 Credit Suisse
4 SMBC
5 4 Nomura
6 5 Mizuho
7 Sumitomo Mitsui Trust Bank
8 Lombard Odier
9 Morgan Stanley
10 Goldman Sachs
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 1 Mitsubishi UFJ Morgan Stanley PB Securities
2 3 UBS
3 2 Credit Suisse
4 SMBC
5 4 Nomura
6 5 Mizuho
7= Citi
7= HSBC
7= JPMorgan
10= Daiwa Securities
10= Sumitomo Mitsui Trust Bank
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 1 Mitsubishi UFJ Morgan Stanley PB Securities
2 3 UBS
3 5 Credit Suisse
4 2 Nomura
5 4 SMBC
6 Mizuho
7 Sumitomo Mitsui Trust Bank
8 Daiwa Securities
9 Citi
10 HSBC
Asset Management
2019 2018
1 1 Mitsubishi UFJ Morgan Stanley PB Securities
2 Fidelity Investments
3 Credit Suisse
4= 4= BlackRock
4= 2 Nomura
6 UBS
7 Pimco
8= 3 Morgan Stanley
8= Nikko Asset Management
10 Mizuho
Family Office Services
2019 2018
1 1 Mitsubishi UFJ Morgan Stanley PB Securities
2 Credit Suisse
3= UBS
3= Nomura
5 Lombard Odier
6 SMBC
7 HSBC
8 4 Mizuho
9 Goldman Sachs
10 Standard Chartered
Research and Asset Allocation Advice
2019 2018
1 2 Mitsubishi UFJ Morgan Stanley PB Securities
2 1 Nomura
3 UBS
4 5= Credit Suisse
5 JPMorgan
6 Morgan Stanley
7 SMBC
8 5= Citi
9= HSBC
9= 4 Mizuho
Philanthropic Advice
2019 2018
1 1 Mitsubishi UFJ Morgan Stanley PB Securities
2 3 Credit Suisse
3 UBS
4 SMBC
5 Nomura
6= Mizuho
6= Morgan Stanley
8 5= JPMorgan
9 Merrill Lynch Wealth Management
10 Comgest
ESG/Social Impact Investing
2019 2018
1 1 Mitsubishi UFJ Morgan Stanley PB Securities
2 UBS
3 2= Credit Suisse
4 2= Nomura
5= BNP Paribas
5= 4 Daiwa Securities
7 Standard Chartered
8= Goldman Sachs
8= 5 Mizuho
8= 6= SMBC
International Clients
2019 2018
1 2 Mitsubishi UFJ Morgan Stanley PB Securities
2 5 Nomura
3 1 Credit Suisse
4 3 UBS
5 SMBC
6 4 Goldman Sachs
7 BlackRock
8= Mizuho
8= Standard Chartered
10 Legg Mason Asset Management
Succession Planning Advice and Trusts
2019 2018
1 1 Mitsubishi UFJ Morgan Stanley PB Securities
2 5 Nomura
3 4 SMBC
4 Credit Suisse
5 UBS
6 6 Daiwa Securities
7 2= Sumitomo Mitsui Trust Bank
8 2= Mizuho
9 Merrill Lynch Wealth Management
10 Citi
Technology
2019 2018
1 1 Mitsubishi UFJ Morgan Stanley PB Securities
2 6= Nomura
3 6= Credit Suisse
4 UBS
5 3= SMBC
6 Goldman Sachs
7 BlackRock
8= 2 Mizuho
8= Standard Chartered
10 Legg Mason Asset Management
top


Jersey


Best Private Banking Services Overall
2019 2018
1 3 Affinity Private Wealth
2 RBC
3 4 UBS
4 1 Brooks Macdonald Group
5 C. Hoare & Co.
5 JTC Group
5 Kleinwort Benson
5 Nedbank Private Wealth
5 Rathbones
10 Cazenove Capital (Schroders)
10 LGT
10 Societe Generale
10 Stonehage Fleming
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 RBC
2 2 UBS
3 Citi
4 JPMorgan
5 C. Hoare & Co.
6= Barclays
6= Cazenove Capital (Schroders)
6= Ravenscroft
6= Stonehage Fleming
10= 4= Affinity Private Wealth
10= Julius Baer
10= Standard Chartered
10= Stanhope Capital
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 4= Coutts
2= HSBC
2= Societe Generale
2= 4= UBS
5= 2= Affinity Private Wealth
5= C. Hoare & Co.
7= 2= Barclays
7= Cazenove Capital (Schroders)
7= LGT
7= Stonehage Fleming
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1= HSBC
1= RBC
3 Canaccord Genuity
4 Ravenscroft
5= 3 Affinity Private Wealth
5= 2 Brooks Macdonald Group
5= Quilter Cheviot
8= LGT
8= Rathbones
8= RBS
8= Standard Bank
8= Stonehage Fleming
Asset Management
2019 2018
1 Affinity Private Wealth
2 Investec
3= 2 Brookfield Asset Management
3= HSBC
3= JTC Group
3= 3 Rathbones
7= 5 Barclays
7= Cazenove Capital (Schroders)
7= LGT
7= Prudential
7= Stonehage Fleming
Family Office Services
2019 2018
1 1 Stonehage Fleming
2 RBC
3 Rawlinson & Hunter
4= Affinity Private Wealth
4= 2 Crestbridge
4= Vogt & Partner
7= 9= Barclays
7= Citi
9= ABN AMRO
9= 9= Intertrust
9= 15= JTC Group
9= Legg Mason Asset Management
9= Ravenscroft
Research and Asset Allocation Advice
2019 2018
1 Affinity Private Wealth
2 UBS
3 4= Asset Risk Consultants
4= HSBC
4= Julius Baer
4= Odey Asset Management
4= Rathbones
4= Ravenscroft
9= Deutsche Bank
9= Standard Chartered
Philanthropic Advice
2019 2018
1 2= UBS
2= Affinity Private Wealth
2= 4= Stonehage Fleming
4= Investec
4= Ogier
6= 1 Coutts
6= Crestbridge
6= HSBC
6= JTC Group
10= Alpha Bank
10= BNP Paribas
10= JPMorgan
10= LGT
ESG/Social Impact Investing
2019 2018
1 2= UBS
2 Affinity Private Wealth
3 2= Coutts
4 RBC
5= Aberdeen Standard Investments
5= Cazenove Capital (Schroders)
5= LGT
8= 1 Barclays
8= Crestbridge
8= Investec
8= JTC Group
8= Quilter Cheviot
International Clients
2019 2018
1= UBS
1= Affinity Private Wealth
3 2 RBC
4 1 Barclays
5= ABN AMRO
5= 3 HSBC
7= JTC Group
7= Rathbones
7= Schroders
Succession Planning Advice and Trusts
2019 2018
1 Rawlinson & Hunter
2 Affinity Private Wealth
3= 6= RBC
3= 1= Stonehage Fleming
5= 6= JTC Group
5= Rathbones
7= 6= Crestbridge
7= HSBC
9= 1= Julius Baer
9= Ocorian
9= Quilter Cheviot
Technology
2019 2018
1= 2 UBS
1= 6= Affinity Private Wealth
3 RBC
4 3 Barclays
5= ABN AMRO
5= 1 HSBC
7= JTC Group
7= Rathbones
7= Schroders
top


We use cookies to provide a personalized site experience.
By continuing to use & browse the site you agree to our Privacy Policy.
I agree