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Surveys

Private Banking and Wealth Management Survey 2019: Country Results K - P

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Korea

Best Private Banking Services Overall
2019 2018
1 1 KEB Hana Bank
2 3 Kookmin Bank
3 2 Shinhan Bank
4 4 Woori Bank
5 5 Kiwoom Securities
6 Samsung
7 NongHyup
8= Citi
8= Daewoo Securities
8= Korea Investment Holdings
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 1 KEB Hana Bank
2 2 Shinhan Bank
3 4 Kookmin Bank
4 3 Woori Bank
5 5 Kiwoom Securities
6 Daewoo Securities
7= Citi
7= Samsung
9 NongHyup
10 Korea Development Bank
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 1 KEB Hana Bank
2 2 Shinhan Bank
3 3 Kookmin Bank
4 4 Woori Bank
5= 5 Kiwoom Securities
5= Samsung
7 Daewoo Securities
8 Citi
9 Hyundai Securities
10= Korea Investment Holdings
10= NongHyup
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 1 KEB Hana Bank
2 3 Kookmin Bank
3 2 Shinhan Bank
4 4 Woori Bank
5 5 Kiwoom Securities
6 Hyundai Securities
7 Samsung
8 Daewoo Securities
9= Citi
9= Kyobo
Asset Management
2019 2018
1 1 KEB Hana Bank
2 3 Kookmin Bank
3 5 Woori Bank
4 2 Shinhan Bank
5= Daewoo Securities
5= Samsung
7 Midas Asset Management
8 Korea Investment Holdings
9 Kiwoom Securities
10= Citi
10= Korea Development Bank
Family Office Services
2019 2018
1 1 KEB Hana Bank
2 5 Woori Bank
3 3 Kookmin Bank
4 2 Shinhan Bank
5 4 Samsung
6= Kiwoom Securities
6= NongHyup
8 Daewoo Securities
9 Korea Investment Holdings
10 Citi
Research and Asset Allocation Advice
2019 2018
1 1 KEB Hana Bank
2 5 Samsung
3 2 Shinhan Bank
4 3 Kookmin Bank
5 Woori Bank
6 4 Kiwoom Securities
7 Daewoo Securities
8 NongHyup
9= Korea Investment Holdings
9= Mirae Asset Securities
Philanthropic Advice
2019 2018
1 1 KEB Hana Bank
2 3 Kookmin Bank
3 2 Shinhan Bank
4 4 Woori Bank
5 Samsung
6 Daewoo Securities
7 Hanwha
8= 5 Kiwoom Securities
8= NongHyup
10= Korea Development Bank
10= Mirae Asset Securities
ESG/Social Impact Investing
2019 2018
1 1 KEB Hana Bank
2 3 Kookmin Bank
3 2 Shinhan Bank
4 4 Woori Bank
5 5 Daewoo Securities
6 Samsung
7 Korea Investment Holdings
8 Kiwoom Securities
9 NongHyup
10 Korea Development Bank
International Clients
2019 2018
1 1 KEB Hana Bank
2 5 Kiwoom Securities
3 3 Woori Bank
4= 4 Kookmin Bank
4= 2 Shinhan Bank
6 Samsung
7 Korea Development Bank
8 Industrial Bank of Korea
9 Citi
10 NongHyup
Succession Planning Advice and Trusts
2019 2018
1 1 KEB Hana Bank
2 4 Kookmin Bank
3 3 Woori Bank
4 2 Shinhan Bank
5 5 Samsung
6 Kiwoom Securities
7= Daewoo Securities
7= Korea Development Bank
7= Korea Investment Holdings
7= Kyobo
Technology
2019 2018
1 1 KEB Hana Bank
2 5 Kiwoom Securities
3 4 Woori Bank
4= 3 Kookmin Bank
4= 2 Shinhan Bank
6 Samsung
7 Korea Development Bank
8 Industrial Bank of Korea
9 Citi
10 NongHyup
top


Luxembourg


Best Private Banking Services Overall
2019 2018
1 3 BGL BNP Paribas
2 4= Banque de Luxembourg (Credit Mutuel - CIC Group)
3 1 UBS
4 2 Pictet
5 6 Credit Suisse
6 Deutsche Bank
7= ABN AMRO
7= BCEE
7= ING
7= Julius Baer
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 1 UBS
2 3 BGL BNP Paribas
3= 5 Credit Suisse
3= 2 Pictet
5 KBL
6= Banque de Luxembourg (Credit Mutuel - CIC Group)
6= Deutsche Bank
6= JPMorgan
9 ABN AMRO
10= Degroof Petercam
10= 4 Julius Baer
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 1 BGL BNP Paribas
2 Credit Suisse
3 2 Banque Internationale a Luxembourg (BIL)
4 3 UBS
5 4 Pictet
6 ING
7 BCEE
8= Banque de Luxembourg (Credit Mutuel - CIC Group)
8= Deutsche Bank
10 HSBC
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 2 BGL BNP Paribas
2 ING
3= 1 Banque Internationale a Luxembourg (BIL)
3= 3 BCEE
5 4 Banque de Luxembourg (Credit Mutuel - CIC Group)
6 Deutsche Bank
7 ABN AMRO
8 Credit Suisse
9 Banque Raiffeisen (Luxembourg)
10 HSBC
Asset Management
2019 2018
1 BlackRock
2 1 UBS
3 3 BGL BNP Paribas
4 Banque de Luxembourg (Credit Mutuel - CIC Group)
5 4= JPMorgan
6 Credit Suisse
7= Allianz
7= Credit Agricole
7= Deutsche Bank
10 2 Pictet
Family Office Services
2019 2018
1 UBS
2 Credit Suisse
3 3= BGL BNP Paribas
4 3= Banque Internationale a Luxembourg (BIL)
5 1 Pictet
6= ABN AMRO
6= ING
8= 5 Banque de Luxembourg (Credit Mutuel - CIC Group)
8= Societe Generale
10 JPMorgan
Research and Asset Allocation Advice
2019 2018
1 1 UBS
2= BGL BNP Paribas
2= Deutsche Bank
4= Banque de Luxembourg (Credit Mutuel - CIC Group)
4= Goldman Sachs
6 2 Credit Suisse
7 6 JPMorgan
8= 3= ING
8= Morgan Stanley
10 UFG Wealth Management
Philanthropic Advice
2019 2018
1 4= BGL BNP Paribas
2 3 Banque de Luxembourg (Credit Mutuel - CIC Group)
3 2 UBS
4 Credit Suisse
5 BCEE
6 1 Banque Internationale a Luxembourg (BIL)
7 KBL
8 JPMorgan
9= Deutsche Bank
9= ING
ESG/Social Impact Investing
2019
1 7= BGL BNP Paribas
2 2 Banque de Luxembourg (Credit Mutuel - CIC Group)
3 5= UBS
4 Credit Suisse
5 Pictet
6 Banque Internationale a Luxembourg (BIL)
7= 7= BCEE
7= 1 Deutsche Bank
9= ABN AMRO
9= ING
International Clients
2019 2018
1 3 ING
2 2 BGL BNP Paribas
3 BCEE
4 5= Credit Suisse
5 Banque de Luxembourg (Credit Mutuel - CIC Group)
6 Banque Internationale a Luxembourg (BIL)
7 1 UBS
8= ABN AMRO
8= JPMorgan
10 KBL
Succession Planning Advice and Trusts
2019 2018
1 4 UBS
2 BGL BNP Paribas
3= Banque de Luxembourg (Credit Mutuel - CIC Group)
3= Credit Suisse
3= KBL
3= Pictet
7= JPMorgan
7= Societe Generale
9 5 Banque Internationale a Luxembourg (BIL)
10 Deutsche Bank
Technology
2019 2018
1 1 ING
2= BCEE
2= 3 BGL BNP Paribas
4 Credit Suisse
5 4 Banque de Luxembourg (Credit Mutuel - CIC Group)
6 2 Banque Internationale a Luxembourg (BIL)
7 UBS
8= ABN AMRO
8= JPMorgan
10 KBL
top


Malaysia

Best Private Banking Services Overall
2019 2018
1 1 Maybank
2 2 CIMB
3 6 RHB
4 UOB
5 AmBank
6 5 Citi
7= 3= Affin Hwang
7= Hong Leong Bank
9 3= HSBC
10 BNP Paribas
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 1 Maybank
2 2 CIMB
3 3 Citi
4 RHB
5 HSBC
6 UOB
7= AmBank
7= BNP Paribas
9 4 Affin Hwang
10 Hong Leong Bank
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 1 Maybank
2 2 CIMB
3 3 UOB
4 Citi
5= BNP Paribas
5= 4 RHB
7 Hong Leong Bank
8= Alliance Bank
8= DBS Bank
10= AmBank
10= 5 HSBC
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 1 Maybank
2 2 CIMB
3 4 RHB
4 3 Citi
5 UOB
6 5 HSBC
7= AmBank
7= DBS Bank
9= Affin Hwang
9= Hong Leong Bank
Asset Management
2019 2018
1 1 Affin Hwang
2= 2 CIMB
2= 4 Maybank
4 3 RHB
5 Public Bank
6 UOB
7 BNP Paribas
8= Fidelity Investments
8= Hong Leong Bank
10 BlackRock
Family Office Services
2019 2018
1 1 Maybank
2 2 CIMB
3 3 Affin Hwang
4 UOB
5 RHB
6 Credit Suisse
7 BNP Paribas
8 Citi
9 Alliance Bank
10= 5 Hong Leong Bank
10= Bank of Singapore
Research and Asset Allocation Advice
2019 2018
1 1 Maybank
2 2 CIMB
3 3 Affin Hwang
4 4 RHB
5 UOB
6= Hong Leong Bank
6= HSBC
8 AmBank
9 BNP Paribas
10 JPMorgan
Philanthropic Advice
2019 2018
1 1 Maybank
2 2 CIMB
3 5 Affin Hwang
4 UOB
5 BNP Paribas
6 JPMorgan
7= Aberdeen Standard Investments
7= Julius Baer
7= RHB
10= Alliance Bank
10= 4 Citi
10= HSBC
ESG/Social Impact Investing
2019 2018
1 1 Maybank
2 2 CIMB
3 5= Affin Hwang
4 5= UOB
5 JPMorgan
6 BNP Paribas
7 Citi
8 3= RHB
9= Aberdeen Standard Investments
9= Bank of Singapore
9= Public Bank
International Clients
2019 2018
1 1 Maybank
2 4 CIMB
3= 3 Citi
3= 2 HSBC
5 Affin Hwang
6 UOB
7 RHB
8 Bank of Singapore
9 Credit Suisse
10= DBS Bank
10= iFast Financial
Succession Planning Advice and Trusts
2019 2018
1 1 Maybank
2 2 CIMB
3 Affin Hwang
4 RHB
5 UOB
6 3 HSBC
7 BNP Paribas
8 AmBank
9 5 Citi
10 LGT
Technology
2019 2018
1 1 Maybank
2 2 CIMB
3= 4 Citi
3= HSBC
5 5 Affin Hwang
6 UOB
7 RHB
8 Bank of Singapore
9 Credit Suisse
10= DBS Bank
10= iFast Financial
top


Mexico



Best Private Banking Services Overall
2019 2018
1 1 Santander
2 2 JPMorgan
3 4 Citibanamex
4 BBVA Bancomer
5 3 Credit Suisse
6 HSBC
7 Jefferies
8 5 UBS
9 Goldman Sachs
10 BAC Credomatic
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 Santander
2 1 JPMorgan
3 5 BBVA Bancomer
4 3 Citibanamex
5= 2 Credit Suisse
5= Merrill Lynch Wealth Management
7 4 UBS
8 Jefferies
9 ABN AMRO
10 HSBC
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 1 Santander
2 3 BBVA Bancomer
3 4 JPMorgan
4 5 Citibanamex
5 UBS
6= 2 Credit Suisse
6= Morgan Stanley
8 HSBC
9= ABN AMRO
9= Merrill Lynch Wealth Management
9= MG Capital
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 1= Santander
2 3 Citibanamex
3 1= BBVA Bancomer
4 5 HSBC
5 K&H Bank (KBC)
6= MG Capital
6= Credit Suisse
6= UBS
9 Baker & McKenzie
10= Morgan Stanley
10= Afrinvest West Africa
10= JPMorgan
Asset Management
2019 2018
1 1= Santander
2 5 BBVA Bancomer
3 3 JPMorgan
4 1= BlackRock
5 4 Citibanamex
6= HSBC
6= MG Capital
8= Aberdeen Standard Investments
8= 6 Credit Suisse
10 Jefferies
Family Office Services
2019 2018
1 1 Santander
2 JPMorgan
3= MG Capital
3= 5 BBVA Bancomer
5 3 Citibanamex
6 UBS
7 2 Credit Suisse
8 Wells Fargo
9= ABN AMRO
9= BAC Credomatic
9= NSC Asesores
Research and Asset Allocation Advice
2019 2018
1 5 Santander
2 2 JPMorgan
3= 3 BBVA Bancomer
3= 1 Citibanamex
5 Goldman Sachs
6= 4 Credit Suisse
6= HSBC
8= Access Bank
8= GAM
10= Afrinvest West Africa
10= Baker & McKenzie
10= Merrill Lynch Wealth Management
10= MG Capital
Philanthropic Advice
2019 2018
1 2= Santander
2 1 Citibanamex
3 JPMorgan
4 MG Capital
5 6 BBVA Bancomer
6 2= UBS
7= 4 Credit Suisse
7= HSBC
9 Merrill Lynch Wealth Management
10= Aegon Asset Management
10= Wells Fargo
ESG/Social Impact Investing
2019 2018
1 2= Santander
2 1 Citibanamex
3 JPMorgan
4 MG Capital
5 4 BBVA Bancomer
6 Hellenic Bank
7 Credit Suisse
8 2= UBS
9 AfrAsia
10 Jefferies
International Clients
2019 2018
1 Santander
2 MG Capital
3 BBVA Bancomer
4 5 JPMorgan
5 4 Citibanamex
6 Jefferies
7= 1 Credit Suisse
7= Merrill Lynch Wealth Management
9 2 UBS
10= 3 HSBC
10= M&G Investments
Succession Planning Advice and Trusts
2019 2018
1 6 Santander
2 1= Citibanamex
3 1= JPMorgan
4 MG Capital
5 5 Credit Suisse
6 3 BBVA Bancomer
7 Jefferies
8 4 UBS
9 M&G Investments
10= Actinver
10= HSBC
10= Inderes
10= Yes Bank
Technology
2019 2018
1 3 Santander
2 MG Capital
3 1 BBVA Bancomer
4 2 Citibanamex
5 5 JPMorgan
6 Jefferies
7= Credit Suisse
7= Merrill Lynch Wealth Management
9 4 UBS
10= HSBC
10= M&G Investments
top


Monaco

Best Private Banking Services Overall
2019 2018
1 BNP Paribas
2= 3 Julius Baer
2= 1 UBS
4 4 Barclays
5= 2 CFM (CA Indosuez Wealth)
5= Societe Generale
7 Credit Agricole
8 5 Rothschild
9 Credit Suisse
10= Andbank
10= Compagnie Monegasque de Banque
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 BNP Paribas
2 1 UBS
3 2 Julius Baer
4 3 Barclays
5= 4 CFM (CA Indosuez Wealth)
5= Credit Suisse
5= Rothschild
8 Compagnie Monegasque de Banque
9= ABN AMRO
9= Societe Generale
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 BNP Paribas
2 1 UBS
3 4 Barclays
4 3 Julius Baer
5 5 Societe Generale
6 2 CFM (CA Indosuez Wealth)
7 Compagnie Monegasque de Banque
8 Monaco Asset Management
9 Rothschild
10= Allianz
10= Credit Suisse
10= The Bank of New York Mellon
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 3 BNP Paribas
2 1 CFM (CA Indosuez Wealth)
3 2 Societe Generale
4 Compagnie Monegasque de Banque
5 UBS
6= 5 Barclays
6= Credit Agricole
8= Credit Suisse
8= 4 Julius Baer
10= HSBC
10= Monaco Asset Management
Asset Management
2019 2018
1 5 BNP Paribas
2 2 UBS
3 4 Barclays
4 1 CFM (CA Indosuez Wealth)
5 Julius Baer
6 Rothschild
7 3 Monaco Asset Management
8= 2PM Group
8= BlackRock
10 EFG International
Family Office Services
2019 2018
1 BNP Paribas
2 Julius Baer
3 1 UBS
4 Monaco Asset Management
5 3 Barclays
6 Rothschild
7 M&G Investments
8 Societe Generale
9 The Bank of New York Mellon
10= Adam & Co
10= Baker & McKenzie
10= Bank Audi
10= Bank Muscat
10= 2 CFM (CA Indosuez Wealth)
10= 4 HSBC
10= LEON Family Office
Research and Asset Allocation Advice
2019 2018
1 BNP Paribas
2 1 UBS
3= 3 Barclays
3= Societe Generale
5 2 CFM (CA Indosuez Wealth)
6 Julius Baer
7= Bank J. Safra Sarasin
7= Rothschild
9= Credit Suisse
9= 4 HSBC
Philanthropic Advice
2019 2018
1 4 BNP Paribas
2 1 UBS
3 2 Rothschild
4 Barclays
5 5 Julius Baer
6 3 CFM (CA Indosuez Wealth)
7 Societe Generale
8= Advent International
8= Banque Martin Maurel
10 The Bank of New York Mellon
ESG/Social Impact Investing
2019 2018
1 3 BNP Paribas
2 2 UBS
3 Julius Baer
4= 1 CFM (CA Indosuez Wealth)
4= 4 Societe Generale
6 Rothschild
7 5 Barclays
8 ABN AMRO
9 Credit Suisse
10 The Bank of New York Mellon
International Clients
2019 2018
1 2 UBS
2 4 BNP Paribas
3 1 Barclays
4 3 CFM (CA Indosuez Wealth)
5 Societe Generale
6= Compagnie Monegasque de Banque
6= Julius Baer
8= Cartesio
8= Goldman Sachs
8= The Bank of New York Mellon
Succession Planning Advice and Trusts
2019 2018
1 4 BNP Paribas
2 2 UBS
3 Rothschild
4 1 CFM (CA Indosuez Wealth)
5 Barclays
6 EFG International
7= 5 Societe Generale
7= The Bank of New York Mellon
9= AmBank
9= Credit Suisse
9= Edmond de Rothschild Group
9= HSBC
9= Union Bank
Technology
2019 2018
1 1 UBS
2 5= BNP Paribas
3 3 Barclays
4 2 CFM (CA Indosuez Wealth)
5 4 Societe Generale
6= Compagnie Monegasque de Banque
6= 5= Julius Baer
8= Cartesio
8= Goldman Sachs
8= The Bank of New York Mellon
top


Morocco



Best Private Banking Services Overall
2019 2018
1 2 Attijariwafa bank
2 CA Indosuez Wealth
3 Amundi
4 Credit Suisse
5= BEMO
5= BMCE Bank
5= JPMorgan
8= 2= BNP Paribas
8= EFG International
8= Societe Generale
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 CA Indosuez Wealth
2= Credit Agricole
2= Credit Suisse
4= Attijariwafa bank
4= JPMorgan
4= 1 Pictet
7= BMCE Bank
7= 2 Lombard Odier
9= EFG International
9= 5 Rothschild
9= 3 Societe Generale
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 UBS
2 2 Societe Generale
3= Attijariwafa bank
3= BNP Paribas
3= CA Indosuez Wealth
3= Credit Suisse
7= BMCE Bank
7= HSBC
7= JPMorgan
10= BEMO
10= EFG International
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 2 Attijariwafa bank
2= Credit Suisse
2= Societe Generale
4= Amundi
4= BEMO
4= BMCE Bank
4= Edmond de Rothschild Group
4= JPMorgan
9= EFG International
9= National Bank of Abu Dhabi
Asset Management
2019 2018
1 CA Indosuez Wealth
2= Credit Suisse
2= 7= JPMorgan
4= 7= Amundi
4= Attijariwafa bank
4= 2= Pictet
7 BMCE Bank
8= EFG International
8= 4= Societe Generale
Family Office Services
2019 2018
1 2 Pictet
2= CA Indosuez Wealth
2= 1 Lombard Odier
4 Attijariwafa bank
5= Amundi
5= BMCE Bank
7= BNP Paribas
7= Julius Baer
7= 6- Rothschild
7= Societe Generale
Research and Asset Allocation Advice
2019 2018
1 2= Credit Suisse
2= EFG International
2= 4= JPMorgan
2= Rothschild
2= 4= Societe Generale
6= Attijariwafa bank
6= CA Indosuez Wealth
8= BEMO
8= BMCE Bank
Philanthropic Advice
2019 2018
1 CA Indosuez Wealth
2= Attijariwafa bank
2= Credit Suisse
2= 1= Pictet
5= BMCE Bank
5= EFG International
5= Lombard Odier
8= 3 BNP Paribas
8= JPMorgan
8= Rockefeller Philanthropy Advisors
8= Societe Generale
ESG/Social Impact Investing
2019 2018
1= Allianz
1= Banca Generali
1= Credit Suisse
4= Attijariwafa bank
4= Societe Generale
6= BMCE Bank
6= CA Indosuez Wealth
6= EFG International
6= 1 Pictet
10= 5= HSBC
10= JPMorgan
International Clients
2019 2018
1 Credit Suisse
2= Attijariwafa bank
2= CA Indosuez Wealth
2= 2 Societe Generale
5= BEMO
5= BNP Paribas
5= JPMorgan
8= EFG International
8= 5= HSBC
Succession Planning Advice and Trusts
2019 2018
1 Credit Suisse
2= 7= CA Indosuez Wealth
2= 2= Societe Generale
4= BNP Paribas
4= JPMorgan
4= Pictet
4= Rockefeller Philanthropy Advisors
8= 4= Attijariwafa bank
8= BMCE Bank
8= EFG International
8= Rothschild
Technology
2019 2018
1 5= Credit Suisse
2= Attijariwafa bank
2= CA Indosuez Wealth
2= 4 Societe Generale
5= BEMO
5= 1= BNP Paribas
5= JPMorgan
8= EFG International
8= 5= HSBC
top


Netherlands

Best Private Banking Services Overall
2019 2018
1 3 ABN AMRO MeesPierson
2 2 ING
3 Van Lanschot
4 1 UBS
5 Credit Suisse
6 5 Insinger de Beaufort (BNP Paribas)
7 Rabobank
8 Goldman Sachs
9= KBL
9= Morgan Stanley
9= Pictet
9= Theodoor Gilissen (KBL)
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 2 Goldman Sachs
2= 3 JPMorgan
2= Van Lanschot
4 ABN AMRO MeesPierson
5 1 UBS
6 Credit Suisse
7= 5 ING
7= Pictet
9 Julius Baer
10 4 Insinger de Beaufort (BNP Paribas)
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 3 ABN AMRO MeesPierson
2 4 Van Lanschot
3 1= ING
4 Credit Suisse
5= 6 Insinger de Beaufort (BNP Paribas)
5= Rabobank
7 Triodos
8= KBL
8= Theodoor Gilissen (KBL)
8= 1= UBS
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 1 ABN AMRO MeesPierson
2 4 Van Lanschot
3 Rabobank
4 2= ING
5 Insinger de Beaufort (BNP Paribas)
6 Credit Suisse
7 SNS REAAL
8 Staalbankiers
9= Saxo Bank
9= Theodoor Gilissen (KBL)
Asset Management
2019 2018
1 2= BlackRock
2 Credit Suisse
3= 5 ABN AMRO MeesPierson
3= Amundi
5 2= Aberdeen Standard Investments
6= Pictet
6= Van Lanschot
8= 1 UBS
8= Aegon Asset Management
8= 4 ING
Family Office Services
2019 2018
1 Credit Suisse
2 1 UBS
3 3 Lombard Odier
4 5 Van Lanschot
5 Goldman Sachs
6= Capital Support (Netherlands)
6= Equity Trust
6= Morgan Stanley
6= Staalbankiers
10= Clavis
10= Intertrust
10= Julius Baer
Research and Asset Allocation Advice
2019 2018
1 4= JPMorgan
2= Van Lanschot
2= 1 ABN AMRO MeesPierson
4= Deutsche Bank
4= 4= Goldman Sachs
6 4= Morningstar
7= 2 UBS
7= Rabobank
9 Vanguard
10= BlackRock
10= ING
10= Investec
Philanthropic Advice
2019 2018
1 2 ABN AMRO MeesPierson
2 Deutsche Bank
3= 3 UBS
3= 1 Triodos
5 Credit Suisse
6 Van Lanschot
7= Goldman Sachs
7= 4 Insinger de Beaufort (BNP Paribas)
7= Lombard Odier
10= JPMorgan
10= Rabobank
10= Theodoor Gilissen (KBL)
ESG/Social Impact Investing
2019 2018
1 1 Triodos
2 3 ABN AMRO MeesPierson
3 BlackRock
4= 2 UBS
4= Insinger de Beaufort (BNP Paribas)
4= Morgan Stanley
7= Aegon Asset Management
7= ING
9= Aberdeen Standard Investments
9= 4 Theodoor Gilissen (KBL)
International Clients
2019 2018
1 4 ABN AMRO MeesPierson
2 1 ING
3 Nutmeg
4= BlackRock
4= BNP Paribas
4= ICBC
4= Saxo Bank
4= Triodos
9= 2 UBS
9= Rabobank
9= Societe Generale
Succession Planning Advice and Trusts
2019 2018
1 1 ABN AMRO MeesPierson
2 3 Van Lanschot
3 Rabobank
4= Deutsche Bank
4= PricewaterhouseCoopers
6= BNP Paribas
6= 5 ING
6= 1= intertrust
6= Staalbankiers
10= Equity Trust
10= Lombard Odier
10= Societe Generale
Technology
2019 2018
1 2= ABN AMRO MeesPierson
2 1 ING
3 Nutmeg
4= BlackRock
4= BNP Paribas
4= ICBC
4= Saxo Bank
4= Triodos
9= 4 UBS
9= Rabobank
9= Societe Generale
top


Norway


Best Private Banking Services Overall
2019 2018
1 Credit Suisse
2 Danske Bank
3 1 DNB Bank
4 4= Nordea
5 6 UBS
6 ABG Sundal Collier
7 Merrill Lynch Wealth Management
8 Pareto
9= Amundi
9= Grieg
9= JPMorgan
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 Credit Suisse
2 2= UBS
3 6 DNB Bank
4 Danske Bank
5= HSBC
5= Nordea
7= Deutsche Bank
7= 5 JPMorgan
9= ABN AMRO
9= Carnegie
9= Rothschild
9= Bank J. Safra Sarasin
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 3= Nordea
2 Danske Bank
3 1 DNB Bank
4 6= SEB
5 Credit Suisse
6 Rothschild
7= 3= SpareBank1
7= UBP
9= HSBC
9= JPMorgan
9= 5 Svenska Handelsbanken
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 4= Danske Bank
2 Nordnet
3 1 DNB Bank
4 3 Nordea
5 Credit Suisse
6 SEB
7 6 Svenska Handelsbanken
8= Avanza
8= Formuesforvaltning
10= Erik Penser
10= HSBC
Asset Management
2019 2018
1 ABN AMRO
2 DNB Bank
3 2 Danske Bank
4 BlackRock
5= Credit Suisse
5= JPMorgan
7 Storebrand
8 5= Nordea
9= Aberdeen Standard Investments
9= Odin
Family Office Services
2019 2018
1 Credit Suisse
2 DNB Bank
3 4 UBS
4 Danske Bank
5= Carnegie
5= 3 Nordea
7= ABG Sundal Collier
7= 1= Formuesforvaltning
7= Grieg
7= Rothschild
7= Sal Oppenheim
Research and Asset Allocation Advice
2019 2018
1 Credit Suisse
2 Danske Bank
3= 4= UBS
3= BlackRock
5= 11= ABG Sundal Collier
5= Pareto
5= SEB
8 Zurcher Kantonalbank
9= BNP Paribas
9= Storebrand
Philanthropic Advice
2019 2018
1 Credit Suisse
2 Danske Bank
3 DNB Bank
4 2 UBS
5= 1 Formuesforvaltning
5= 6= Nordea
7 3= Deutsche Bank
8= Rothschild
8= Sal Oppenheim
8= Storebrand
ESG/Social Impact Investing
2019 2018
1 1 Storebrand
2= Credit Suisse
2= Nordea
4 Rothschild
5 ABN AMRO
6= 2= Deutsche Bank
6= DNB Bank
6= UBP
9= 10= ABG Sundal Collier
9= Coutts
9= Svenska Handelsbanken
International Clients
2019 2018
1 2 DNB Bank
2= 11= Danske Bank
2= Morgan Stanley
2= Skandiabanken
5= 6= JPMorgan
5= 6= Nordea
7= 1 UBS
7= 6= ABG Sundal Collier
7= BlackRock
7= T. Rowe Price
Succession Planning Advice and Trusts
2019 2018
1 Credit Suisse
2 3 Danske Bank
3= 4= UBS
3= 1 Formuesforvaltning
3= Rothschild
6= 2 DNB Bank
6= UBP
8= Coutts
8= Julius Baer
8= SpareBank1
Technology
2019 2018
1 1 DNB Bank
2= 2 Danske Bank
2= Morgan Stanley
2= Skandiabanken
5= JPMorgan
5= 4 Nordea
7= 3 UBS
7= ABG Sundal Collier
7= BlackRock
7= T. Rowe Price
top


Panama


Best Private Banking Services Overall
2019 2018
1 Bancolombia
2 Credit Suisse
2 JPMorgan
4 Morgan Stanley
5= Credicorp Capital
5= Davivienda
5= Goldman Sachs
5= Merrill Lynch Wealth Management
9= Grupo Aval
9= MFS Investment Management
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 JPMorgan
2 Grupo Aval
3 Credit Suisse
4 Bancolombia
5= Credicorp Capital
5= Goldman Sachs
5= Morgan Stanley
5= 5= Pictet
9 Banco Portugues de Investimento (BPI)
10= BCT
10= BICSA
10= Brown Brothers Harriman
10= Davivienda
10= Merrill Lynch Wealth Management
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 Bancolombia
2 JPMorgan
3 Credicorp Capital
4= 3 Banco General
4= Lazard
4= Merrill Lynch Wealth Management
7= Grupo Aval
7= MFS Investment Management
7= Morgan Stanley
7= Wells Fargo
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 Davivienda
2 Bancolombia
3= 2= Banco General
3= 2= Global Bank (Panama)
3= Grupo Aval
3= 7= HSBC
3= Merrill Lynch Wealth Management
8= BAC Credomatic
8= BlackRock
8= Citi
8= Credicorp Capital
8= 5 Prival Bank
8= Scotiabank
Asset Management
2019 2018
1 2 JPMorgan
2 3= Goldman Sachs
3 M&G Investments
4 Morgan Stanley
5= Bancolombia
5= Merrill Lynch Wealth Management
7= Credit Suisse
7= Davivienda
7= 6= Pictet
10= GAM
10= La Fise
10= Lombard Odier
10= UBP
Family Office Services
2019 2018
1= Credit Suisse
1= La Fise
3= Bancolombia
3= 7= Pictet
3= 2= WE Family Offices
6 PKB
7= BICSA
7= EFG International
7= Goldman Sachs
10 Lombard Odier
Research and Asset Allocation Advice
2019 2018
1 5= JPMorgan
2 Grupo Aval
3 Bancolombia
4= Davivienda
4= 1 Julius Baer
4= Lombard Odier
4= Morgan Stanley
8= BCT
8= Credit Suisse
8= 5= Merrill Lynch Wealth Management
Philanthropic Advice
2019 2018
1 Davivienda
2 Bancolombia
3= 3= Banco General
3= Brown Brothers Harriman
3= Credit Suisse
3= Pictet
3= PKB
8= 2 Citi
8= Fidelity Investments
8= Lombard Odier
8= Bank J. Safra Sarasin
ESG/Social Impact Investing
2019 2018
1 Bancolombia
2 Davivienda
3 4= Banco General
4 JPMorgan
5= BAC Credomatic
5= 10= Credit Suisse
7= 7= Lombard Odier
7= Scotiabank
International Clients
2019 2018
1 Bancolombia
2 3= JPMorgan
3= BAC Credomatic
3= Credit Suisse
5= 3= Banco General
5= Davivienda
7 Morgan Stanley
Succession Planning Advice and Trusts
2019 2018
1 8= JPMorgan
2 Credit Suisse
3 La Fise
4= BAC Credomatic
4= Credicorp Capital
4= PKB
7= Bancolombia
7= Davivienda
7= Goldman Sachs
10= BNP Paribas
10= Lombard Odier
Technology
2019 2018
1 Bancolombia
2 8= JPMorgan
3= BAC Credomatic
3= Credit Suisse
5= 4= Banco General
5= Davivienda
7 Morgan Stanley
top


Peru

Best Private Banking Services Overall
2019 2018
1 1 Banco de Credito del Peru
2 5 Credit Suisse
3 Scotiabank
4= Interbank
4= Santander
6= Citi
6= 2 JPMorgan
8= BBVA Continental
8= BCP
8= 4 UBS
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 2 Banco de Credito del Peru
2 1 JPMorgan
3 3 Credit Suisse
4 BBVA Continental
5 Santander
6= BCP
6= Scotiabank
6= 5 UBS
9= Citi
9= Vontobel
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 1 Banco de Credito del Peru
2 Santander
3 BBVA Continental
4 Credit Suisse
5 3 UBS
6 Scotiabank
7= 4 Julius Baer
7= Morgan Stanley
7= Vontobel
10= BCP
10= Interbank
10= 2 JPMorgan
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 2 BBVA Continental
2 1 Banco de Credito del Peru
3 Santander
4 3 Interbank
5 5= Scotiabank
6 Atlantic
7= 4 Citi
7= 5= Credit Suisse
9 BCP
10 Wells Fargo
Asset Management
2019 2018
1= 2 Banco de Credito del Peru
1= 1 JPMorgan
3= 4= UBS
3= 7 BlackRock
5 Credit Suisse
6 Santander
7 AXA
8= Aberdeen Standard Investments
8= Carmignac Gestion
8= Scotiabank
Family Office Services
2019 2018
1 1 Banco de Credito del Peru
2= 3= Credit Suisse
2= 5= JPMorgan
4 UBS
5 Santander
6 BCP
7 Vontobel
8= 2 Creuza Advisors
8= Interbank
10= BCP Family Office
10= Faro Capital
10= GNB
10= i-Capital
10= 5= Pictet
Research and Asset Allocation Advice
2019 2018
1 5= UBS
2 1 JPMorgan
3 2 Banco de Credito del Peru
4 Santander
5 3 Credit Suisse
6 BCP
7 BBVA Continental
8= 4 Goldman Sachs
8= Interbank
10 Pictet
Philanthropic Advice
2019 2018
1= 5= UBS
1= 1 JPMorgan
3 2 Banco de Credito del Peru
4 3 Credit Suisse
5= Interbank
5= Merrill Lynch Wealth Management
7 Santander
8 Scotiabank
9= BCP
9= GNB
9= 4 Goldman Sachs
ESG/Social Impact Investing
2019 2018
1 3 JPMorgan
2 8 Credit Suisse
3= 1 Banco de Credito del Peru
3= Santander
5 4= UBS
6= BBVA Continental
6= Goldman Sachs
8= Merrill Lynch Wealth Management
8= Vontobel
10= Interbank
10= Julius Baer
International Clients
2019 2018
1 UBS
2= Credit Suisse
2= 2 JPMorgan
4 Interbank
5 1 Banco de Credito del Peru
6= ABN AMRO
6= Santander
6= Vontobel
9 4 BBVA Continental
10= 3 Citi
10= Goldman Sachs
Succession Planning Advice and Trusts
2019 2018
1 1 Banco de Credito del Peru
2= 2 UBS
2= 4 JPMorgan
4 5= Santander
5 3 Credit Suisse
6= BBVA Continental
6= Citi
8= Interbank
8= Vontobel
10 BCP
Technology
2019 2018
1 1 UBS
2= 4 Credit Suisse
2= 2 JPMorgan
4 Interbank
5 3 Banco de Credito del Peru
6= ABN AMRO
6= Santander
6= Vontobel
9= Citi
9= Goldman Sachs
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Philippines


Best Private Banking Services Overall
2019 2018
1 3 Credit Suisse
2 Bank of the Philippine Islands
3 1 Citi
4= 4= BDO Private Bank (Philippines)
4= JPMorgan
4= Pictet
7= Adam & Co
7= DBS Bank
7= Julius Baer
7= Metropolitan Bank & Trust Company
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 3 Credit Suisse
2 4 Pictet
3 Bank of the Philippine Islands
4 5 Goldman Sachs
5 1 Citi
6= BDO Private Bank (Philippines)
6= 2 JPMorgan
6= Ukrsibbank (BNP Paribas)
9= DBS Bank
9= HSBC
9= Julius Baer
9= Scotiabank
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 1 Credit Suisse
2 2 Citi
3= ABN AMRO
3= ANZ
3= 6 BDO Private Bank (Philippines)
3= DBS Bank
3= 5 HSBC
3= Permodalan Nasional Berhad (PNB)
9= ATRAM Group
9= Bank of China
9= Bank of Singapore
9= Bank of the Philippine Islands
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 Credit Suisse
2 3= DBS Bank
3 5 BDO Private Bank (Philippines)
4 3= Bank of Singapore
5= Barings
5= ICBC
5= Rizal Commercial Banking Corporation
8= Bank of China
8= Bank of the Philippine Islands
8= Barclays
8= 1 Citi
8= Union Bank
Asset Management
2019 2018
1= BDO Private Bank (Philippines)
1= Goldman Sachs
3= 6= ATRAM Group
3= JPMorgan
5= 2 BlackRock
5= BNP Paribas
5= Excaliber Capital
8= 6= Fidelity Investments
8= HSBC
8= Metropolitan Bank & Trust Company
8= Morgan Stanley
8= Qatar National Bank (QNB)
Family Office Services
2019 2018
1 Credit Suisse
2 1 Bank of the Philippine Islands
3= HSBC
3= 2 Pictet
5= 12= UBS
5= BNP Paribas
5= 12= JPMorgan
5= Santander
9= Citi
9= DBS Bank
9= Julius Baer
9= Merrill Lynch Wealth Management
9= Metropolitan Bank & Trust Company
Research and Asset Allocation Advice
2019 2018
1 Credit Suisse
2= ATRAM Group
2= 3= Goldman Sachs
4 UBS
5 1 JPMorgan
6= Cambridge Associates
6= 3= Julius Baer
6= LGT
9= ABN AMRO
9= Bank of Montreal (BMO)
9= 2 BlackRock
9= 7 Citi
Philanthropic Advice
2019 2018
1 2= Credit Suisse
2 10= JPMorgan
3= UBS
3= Bank of Singapore
3= 2= Bank of the Philippine Islands
3= Blackstone
3= JTC Group
8= BNP Paribas
8= Charles Schwab
8= 7= Citi
8= Goldman Sachs
8= Julius Baer
8= 1 Pictet
ESG/Social Impact Investing
2019 2018
1 1= Credit Suisse
2 JPMorgan
3= AXA
3= Bank Zachodni WBK (Santander)
3= LGT
3= 6= Pictet
7= Citi
7= Goldman Sachs
7= Morgan Stanley
7= Schretlen & Co (Rabobank)
International Clients
2019 2018
1 DBS Bank
2 Credit Suisse
3 UBS
4= 5= BlackRock
4= HQ Trust
4= 2 HSBC
7= Baker & McKenzie
7= Fidelity Investments
7= Goldman Sachs
7= 4 JPMorgan
7= UOB
Succession Planning Advice and Trusts
2019 2018
1 6 Credit Suisse
2= Affinity Private Wealth
2= Goldman Sachs
2= 1 HSBC
2= 3 JPMorgan
2= JTC Group
2= Manulife Financial
2= 2 Pictet
9= Aegon Asset Management
9= BNP Paribas
9= DBS Bank
9= LGT
9= Sun Life Financial
Technology
2019 2018
1 DBS Bank
2 Credit Suisse
3 UBS
4= 7= BlackRock
4= HQ Trust
4= 7= HSBC
7= Baker & McKenzie
7= Fidelity Investments
7= Goldman Sachs
7= 2 JPMorgan
7= 4= UOB
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Poland


Best Private Banking Services Overall
2019 2018
1 BGZ BNP Paribas
2 PKO Bank Polski
3 1 Bank Handlowy (Citi)
4 mBank (Commerzbank)
5 Credit Suisse
6= Bank Pekao (UniCredit)
6= 3 UBS
8 Bank of Montreal (BMO)
9 Millennium BCP
10= ING
10= Santander
10= Bank J. Safra Sarasin
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1= 4 Credit Suisse
1= 1= PKO Bank Polski
3 1= Bank Handlowy (Citi)
4 5 UBS
5 Bank Pekao (UniCredit)
6 BGZ BNP Paribas
7 mBank (Commerzbank)
8 JPMorgan
9 Rothschild
10= Bank J. Safra Sarasin
10= Bank of Montreal (BMO)
10= Raiffeisen Bank International
10= Santander
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 BGZ BNP Paribas
2= 3 Bank Handlowy (Citi)
2= 2 PKO Bank Polski
4 4= UBS
5 1 mBank (Commerzbank)
6 Bank of Montreal (BMO)
7= 4= Credit Suisse
7= Bank J. Safra Sarasin
9 Getin Noble Bank
10 Vontobel
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 BGZ BNP Paribas
2 1= mBank (Commerzbank)
3 Millennium BCP
4= 6= Credit Suisse
4= Raiffeisen Bank International
6 6= PKO Bank Polski
7 Bank of Montreal (BMO)
8= 3 Bank Handlowy (Citi)
8= Bank Slaski (ING)
8= Bank Zachodni WBK (Santander)
8= Getin Noble Bank
Asset Management
2019 2018
1 3 Bank Handlowy (Citi)
2 2 PKO Bank Polski
3= BGZ BNP Paribas
3= Credit Suisse
3= 1 mBank (Commerzbank)
6
Getin Noble Bank
7= Bank of Montreal (BMO)
7= Franklin Templeton Investments
9 Bank Slaski (ING)
10= BlackRock
10= Citi
10= Credit Agricole
10= Fidelity Investments
10= Millennium BCP
Family Office Services
2019 2018
1= 2 Bank Handlowy (Citi)
1= 3= Credit Suisse
1= Raiffeisen Bank International
4 Alior Bank
5= 6= mBank (Commerzbank)
5= Millennium BCP
5= PKO Bank Polski
8= Getin Noble Bank
8= Rothschild
10 BGZ BNP Paribas
Research and Asset Allocation Advice
2019 2018
1 3= Bank Handlowy (Citi)
2= Alior Bank
2= 3= Credit Suisse
4= Bank of Montreal (BMO)
4= Bank Pekao (UniCredit)
4= 7= BGZ BNP Paribas
4= 1= mBank (Commerzbank)
8 1= PKO Bank Polski
9= 6 Bank Slaski (ING)
9= Barclays
9= Millennium BCP
9= Morgan & Morgan Group
9= Santander
Philanthropic Advice
2019 2018
1 8= BGZ BNP Paribas
2 12= Credit Suisse
3 2 PKO Bank Polski
4 1 mBank (Commerzbank)
5= 12= Millennium BCP
5= Rothschild
7= 12= Bank Handlowy (Citi)
7= Bank of Montreal (BMO)
7= 3= Pictet
7= 8= Raiffeisen Bank International
ESG/Social Impact Investing
2019 2018
1 5= Credit Suisse
2 Bank Pekao (UniCredit)
3= Bank Zachodni WBK (Santander)
3= mBank (Commerzbank)
5= 5= UBS
5= Millennium BCP
7= BGZ BNP Paribas
7= Raiffeisen Bank International
9= Bank of Montreal (BMO)
9= Pimco
9= 1 PKO Bank Polski
9= Vontobel
International Clients
2019 2018
1 Alior Bank
2 1 Bank Handlowy (Citi)
3= BGZ BNP Paribas
3= 3 Credit Suisse
3= 5 PKO Bank Polski
6 2 mBank (Commerzbank)
7 Millennium BCP
8 Avaloq
9= Bank of Montreal (BMO)
9= Bank Pekao (UniCredit)
9= Bank Slaski (ING)
Succession Planning Advice and Trusts
2019 2018
1 13= BGZ BNP Paribas
2 Bank Zachodni WBK (Santander)
3 2 Credit Suisse
4= 8= UBS
4= Bank of Montreal (BMO)
6= Alior Bank
6= Getin Noble Bank
8 PKO Bank Polski
9= Deutsche Bank
9= Julius Baer
9= Millennium BCP
9= Raiffeisen Bank International
9= 3= Rothschild
9= Vontobel
Technology
2019 2018
1 2 Alior Bank
2 Bank Handlowy (Citi)
3= 3 BGZ BNP Paribas
3= Credit Suisse
3= PKO Bank Polski
6 1 mBank (Commerzbank)
7 4 Millennium BCP
8 Avaloq
9= Bank of Montreal (BMO)
9= Bank Pekao (UniCredit)
9= Bank Slaski (ING)
top


Portugal

Best Private Banking Services Overall
2019 2018
1 1 Santander Totta
2 2 Banco Portugues de Investimento (BPI)
3 3 Millennium BCP
4 BBVA
5 4 Credit Suisse
6 5= Deutsche Bank
7 5= Caixa Geral de Depositos
8 Bankinter
9 JPMorgan
10 CaixaBank
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 1 Santander Totta
2 2 Banco Portugues de Investimento (BPI)
3 3= Millennium BCP
4 3= Credit Suisse
5 BBVA
6 Deutsche Bank
7 Bankinter
8 Edmond de Rothschild Group
9 JPMorgan
10= Atrium Partners
10= 5 UBS
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 1 Santander Totta
2 2 Banco Portugues de Investimento (BPI)
3 3 Millennium BCP
4= BBVA
4= 4 Credit Suisse
6 Deutsche Bank
7 Bankinter
8 CaixaBank
9 JPMorgan
10 5 Banco de Investimento Global
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 1 Santander Totta
2 2 Banco Portugues de Investimento (BPI)
3 3 Millennium BCP
4 Bankinter
5 BBVA
6= 5 Banco de Investimento Global
6= Deutsche Bank
8 4 Caixa Geral de Depositos
9 Credit Suisse
10 Banco BIC Portugues
Asset Management
2019 2018
1 1 Santander Totta
2 2 Banco Portugues de Investimento (BPI)
3 3= Millennium BCP
4 JPMorgan
5 5 Caixa Geral de Depositos
6 3= Credit Suisse
7 BlackRock
8 BBVA
9 M&G Investments
10 6 Deutsche Bank
Family Office Services
2019 2018
1 1 Santander Totta
2= 2 Banco Portugues de Investimento (BPI)
2= 3 Millennium BCP
4 4 Credit Suisse
5 BBVA
6 Julius Baer
7= Atrium Partners
7= 5 Pictet
9 Caixa Geral de Depositos
10= UBS
10= Affinity Private Wealth
10= Deutsche Bank
10= JPMorgan
Research and Asset Allocation Advice
2019 2018
1 1 Santander Totta
2 2 Banco Portugues de Investimento (BPI)
3 3 Millennium BCP
4 JPMorgan
5 4 Credit Suisse
6 BBVA
7 UBS
8 5 Pictet
9= Banco de Investimento Global
9= BNP Paribas
9= Caixa Geral de Depositos
Philanthropic Advice
2019 2018
1 1 Santander Totta
2 5 Banco Portugues de Investimento (BPI)
3 3 Millennium BCP
4 2 Credit Suisse
5 BBVA
6 4 UBS
7 Caixa Geral de Depositos
8 Deutsche Bank
9= Bankinter
9= JPMorgan
ESG/Social Impact Investing
2019 2018
1 1 Santander Totta
2 2 Banco Portugues de Investimento (BPI)
3 5 Millennium BCP
4 Credit Suisse
5 UBS
6 Pictet
7 BBVA
8= 3 Caixa Geral de Depositos
8= CaixaBank
8= Montepio
International Clients
2019 2018
1 1 Santander Totta
2 5 Banco Portugues de Investimento (BPI)
3 Millennium BCP
4 BBVA
5 2 Credit Suisse
6 Deutsche Bank
7 3 UBS
8= Banco de Investimento Global
8= Bankinter
10 Pictet
Succession Planning Advice and Trusts
2019 2018
1 1 Santander Totta
2 2 Banco Portugues de Investimento (BPI)
3 6= Millennium BCP
4 4 Credit Suisse
5 6= BBVA
6 JPMorgan
7 3 UBS
8 Deutsche Bank
9 Pictet
10= Caixa Geral de Depositos
10= Edmond de Rothschild Group
Technology
2019 2018
1 1 Santander Totta
2 3= Banco Portugues de Investimento (BPI)
3 2 Millennium BCP
4 BBVA
5 Credit Suisse
6 6= Deutsche Bank
7 UBS
8= 5 Banco de Investimento Global
8= 3= Bankinter
10 Pictet
top




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