Private Banking and Wealth Management Survey

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

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

   


Korea


Best Private Banking Services Overall
20192018
11KEB Hana Bank
23Kookmin Bank
32Shinhan Bank
44Woori Bank
55Kiwoom Securities
6Samsung
7NongHyup
8=Citi
8=Daewoo Securities
8=Korea Investment Holdings
Ultra High Net Worth Clients (Greater than US$ 30 million)
20192018
11KEB Hana Bank
22Shinhan Bank
34Kookmin Bank
43Woori Bank
55Kiwoom Securities
6Daewoo Securities
7=Citi
7=Samsung
9NongHyup
10Korea Development Bank
High Net Worth Clients (US$ 5 million to US$ 30 million)
20192018
11KEB Hana Bank
22Shinhan Bank
33Kookmin Bank
44Woori Bank
5=5Kiwoom Securities
5=Samsung
7Daewoo Securities
8Citi
9Hyundai Securities
10=Korea Investment Holdings
10=NongHyup
Super Affluent Clients (US$ 1 million to US$ 5 million)
20192018
11KEB Hana Bank
23Kookmin Bank
32Shinhan Bank
44Woori Bank
55Kiwoom Securities
6Hyundai Securities
7Samsung
8Daewoo Securities
9=Citi
9=Kyobo
Asset Management
20192018
11KEB Hana Bank
23Kookmin Bank
35Woori Bank
42Shinhan Bank
5=Daewoo Securities
5=Samsung
7Midas Asset Management
8Korea Investment Holdings
9Kiwoom Securities
10=Citi
10=Korea Development Bank
Family Office Services
20192018
11KEB Hana Bank
25Woori Bank
33Kookmin Bank
42Shinhan Bank
54Samsung
6=Kiwoom Securities
6=NongHyup
8Daewoo Securities
9Korea Investment Holdings
10Citi
Research and Asset Allocation Advice
20192018
11KEB Hana Bank
25Samsung
32Shinhan Bank
43Kookmin Bank
5Woori Bank
64Kiwoom Securities
7Daewoo Securities
8NongHyup
9=Korea Investment Holdings
9=Mirae Asset Securities
Philanthropic Advice
20192018
11KEB Hana Bank
23Kookmin Bank
32Shinhan Bank
44Woori Bank
5Samsung
6Daewoo Securities
7Hanwha
8=5Kiwoom Securities
8=NongHyup
10=Korea Development Bank
10=Mirae Asset Securities
ESG/Social Impact Investing
20192018
11KEB Hana Bank
23Kookmin Bank
32Shinhan Bank
44Woori Bank
55Daewoo Securities
6Samsung
7Korea Investment Holdings
8Kiwoom Securities
9NongHyup
10Korea Development Bank
International Clients
20192018
11KEB Hana Bank
25Kiwoom Securities
33Woori Bank
4=4Kookmin Bank
4=2Shinhan Bank
6Samsung
7Korea Development Bank
8Industrial Bank of Korea
9Citi
10NongHyup
Succession Planning Advice and Trusts
20192018
11KEB Hana Bank
24Kookmin Bank
33Woori Bank
42Shinhan Bank
55Samsung
6Kiwoom Securities
7=Daewoo Securities
7=Korea Development Bank
7=Korea Investment Holdings
7=Kyobo
Technology
20192018
11KEB Hana Bank
25Kiwoom Securities
34Woori Bank
4=3Kookmin Bank
4=2Shinhan Bank
6Samsung
7Korea Development Bank
8Industrial Bank of Korea
9Citi
10NongHyup
top


Luxembourg

Best Private Banking Services Overall
20192018
13BGL BNP Paribas
24=Banque de Luxembourg (Credit Mutuel - CIC Group)
31UBS
42Pictet
56Credit Suisse
6Deutsche Bank
7=ABN AMRO
7=BCEE
7=ING
7=Julius Baer
Ultra High Net Worth Clients (Greater than US$ 30 million)
20192018
11UBS
23BGL BNP Paribas
3=5Credit Suisse
3=2Pictet
5KBL
6=Banque de Luxembourg (Credit Mutuel - CIC Group)
6=Deutsche Bank
6=JPMorgan
9ABN AMRO
10=Degroof Petercam
10=4Julius Baer
High Net Worth Clients (US$ 5 million to US$ 30 million)
20192018
11BGL BNP Paribas
2Credit Suisse
32Banque Internationale a Luxembourg (BIL)
43UBS
54Pictet
6ING
7BCEE
8=Banque de Luxembourg (Credit Mutuel - CIC Group)
8=Deutsche Bank
10HSBC
Super Affluent Clients (US$ 1 million to US$ 5 million)
20192018
12BGL BNP Paribas
2ING
3=1Banque Internationale a Luxembourg (BIL)
3=3BCEE
54Banque de Luxembourg (Credit Mutuel - CIC Group)
6Deutsche Bank
7ABN AMRO
8Credit Suisse
9Banque Raiffeisen (Luxembourg)
10HSBC
Asset Management
20192018
1BlackRock
21UBS
33BGL BNP Paribas
4Banque de Luxembourg (Credit Mutuel - CIC Group)
54=JPMorgan
6Credit Suisse
7=Allianz
7=Credit Agricole
7=Deutsche Bank
102Pictet
Family Office Services
20192018
1UBS
2Credit Suisse
33=BGL BNP Paribas
43=Banque Internationale a Luxembourg (BIL)
51Pictet
6=ABN AMRO
6=ING
8=5Banque de Luxembourg (Credit Mutuel - CIC Group)
8=Societe Generale
10JPMorgan
Research and Asset Allocation Advice
20192018
11UBS
2=BGL BNP Paribas
2=Deutsche Bank
4=Banque de Luxembourg (Credit Mutuel - CIC Group)
4=Goldman Sachs
62Credit Suisse
76JPMorgan
8=3=ING
8=Morgan Stanley
10UFG Wealth Management
Philanthropic Advice
20192018
14=BGL BNP Paribas
23Banque de Luxembourg (Credit Mutuel - CIC Group)
32UBS
4Credit Suisse
5BCEE
61Banque Internationale a Luxembourg (BIL)
7KBL
8JPMorgan
9=Deutsche Bank
9=ING
ESG/Social Impact Investing
2019
17=BGL BNP Paribas
22Banque de Luxembourg (Credit Mutuel - CIC Group)
35=UBS
4Credit Suisse
5Pictet
6Banque Internationale a Luxembourg (BIL)
7=7=BCEE
7=1Deutsche Bank
9=ABN AMRO
9=ING
International Clients
20192018
13ING
22BGL BNP Paribas
3BCEE
45=Credit Suisse
5Banque de Luxembourg (Credit Mutuel - CIC Group)
6Banque Internationale a Luxembourg (BIL)
71UBS
8=ABN AMRO
8=JPMorgan
10KBL
Succession Planning Advice and Trusts
20192018
14UBS
2BGL BNP Paribas
3=Banque de Luxembourg (Credit Mutuel - CIC Group)
3=Credit Suisse
3=KBL
3=Pictet
7=JPMorgan
7=Societe Generale
95Banque Internationale a Luxembourg (BIL)
10Deutsche Bank
Technology
20192018
11ING
2=BCEE
2=3BGL BNP Paribas
4Credit Suisse
54Banque de Luxembourg (Credit Mutuel - CIC Group)
62Banque Internationale a Luxembourg (BIL)
7UBS
8=ABN AMRO
8=JPMorgan
10KBL
top


Malaysia


Best Private Banking Services Overall
20192018
11Maybank
22CIMB
36RHB
4UOB
5AmBank
65Citi
7=3=Affin Hwang
7=Hong Leong Bank
93=HSBC
10BNP Paribas
Ultra High Net Worth Clients (Greater than US$ 30 million)
20192018
11Maybank
22CIMB
33Citi
4RHB
5HSBC
6UOB
7=AmBank
7=BNP Paribas
94Affin Hwang
10Hong Leong Bank
High Net Worth Clients (US$ 5 million to US$ 30 million)
20192018
11Maybank
22CIMB
33UOB
4Citi
5=BNP Paribas
5=4RHB
7Hong Leong Bank
8=Alliance Bank
8=DBS Bank
10=AmBank
10=5HSBC
Super Affluent Clients (US$ 1 million to US$ 5 million)
20192018
11Maybank
22CIMB
34RHB
43Citi
5UOB
65HSBC
7=AmBank
7=DBS Bank
9=Affin Hwang
9=Hong Leong Bank
Asset Management
20192018
11Affin Hwang
2=2CIMB
2=4Maybank
43RHB
5Public Bank
6UOB
7BNP Paribas
8=Fidelity Investments
8=Hong Leong Bank
10BlackRock
Family Office Services
20192018
11Maybank
22CIMB
33Affin Hwang
4UOB
5RHB
6Credit Suisse
7BNP Paribas
8Citi
9Alliance Bank
10=5Hong Leong Bank
10=Bank of Singapore
Research and Asset Allocation Advice
20192018
11Maybank
22CIMB
33Affin Hwang
44RHB
5UOB
6=Hong Leong Bank
6=HSBC
8AmBank
9BNP Paribas
10JPMorgan
Philanthropic Advice
20192018
11Maybank
22CIMB
35Affin Hwang
4UOB
5BNP Paribas
6JPMorgan
7=Aberdeen Standard Investments
7=Julius Baer
7=RHB
10=Alliance Bank
10=4Citi
10=HSBC
ESG/Social Impact Investing
20192018
11Maybank
22CIMB
35=Affin Hwang
45=UOB
5JPMorgan
6BNP Paribas
7Citi
83=RHB
9=Aberdeen Standard Investments
9=Bank of Singapore
9=Public Bank
International Clients
20192018
11Maybank
24CIMB
3=3Citi
3=2HSBC
5Affin Hwang
6UOB
7RHB
8Bank of Singapore
9Credit Suisse
10=DBS Bank
10=iFast Financial
Succession Planning Advice and Trusts
20192018
11Maybank
22CIMB
3Affin Hwang
4RHB
5UOB
63HSBC
7BNP Paribas
8AmBank
95Citi
10LGT
Technology
20192018
11Maybank
22CIMB
3=4Citi
3=HSBC
55Affin Hwang
6UOB
7RHB
8Bank of Singapore
9Credit Suisse
10=DBS Bank
10=iFast Financial
top


Mexico


Best Private Banking Services Overall
20192018
11Santander
22JPMorgan
34Citibanamex
4BBVA Bancomer
53Credit Suisse
6HSBC
7Jefferies
85UBS
9Goldman Sachs
10BAC Credomatic
Ultra High Net Worth Clients (Greater than US$ 30 million)
20192018
1Santander
21JPMorgan
35BBVA Bancomer
43Citibanamex
5=2Credit Suisse
5=Merrill Lynch Wealth Management
74UBS
8Jefferies
9ABN AMRO
10HSBC
High Net Worth Clients (US$ 5 million to US$ 30 million)
20192018
11Santander
23BBVA Bancomer
34JPMorgan
45Citibanamex
5UBS
6=2Credit Suisse
6=Morgan Stanley
8HSBC
9=ABN AMRO
9=Merrill Lynch Wealth Management
9=MG Capital
Super Affluent Clients (US$ 1 million to US$ 5 million)
20192018
11=Santander
23Citibanamex
31=BBVA Bancomer
45HSBC
5K&H Bank (KBC)
6=MG Capital
6=Credit Suisse
6=UBS
9Baker & McKenzie
10=Morgan Stanley
10=Afrinvest West Africa
10=JPMorgan
Asset Management
20192018
11=Santander
25BBVA Bancomer
33JPMorgan
41=BlackRock
54Citibanamex
6=HSBC
6=MG Capital
8=Aberdeen Standard Investments
8=6Credit Suisse
10Jefferies
Family Office Services
20192018
11Santander
2JPMorgan
3=MG Capital
3=5BBVA Bancomer
53Citibanamex
6UBS
72Credit Suisse
8Wells Fargo
9=ABN AMRO
9=BAC Credomatic
9=NSC Asesores
Research and Asset Allocation Advice
20192018
15Santander
22JPMorgan
3=3BBVA Bancomer
3=1Citibanamex
5Goldman Sachs
6=4Credit 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
20192018
12=Santander
21Citibanamex
3JPMorgan
4MG Capital
56BBVA Bancomer
62=UBS
7=4Credit Suisse
7=HSBC
9Merrill Lynch Wealth Management
10=Aegon Asset Management
10=Wells Fargo
ESG/Social Impact Investing
20192018
12=Santander
21Citibanamex
3JPMorgan
4MG Capital
54BBVA Bancomer
6Hellenic Bank
7Credit Suisse
82=UBS
9AfrAsia
10Jefferies
International Clients
20192018
1Santander
2MG Capital
3BBVA Bancomer
45JPMorgan
54Citibanamex
6Jefferies
7=1Credit Suisse
7=Merrill Lynch Wealth Management
92UBS
10=3HSBC
10=M&G Investments
Succession Planning Advice and Trusts
20192018
16Santander
21=Citibanamex
31=JPMorgan
4MG Capital
55Credit Suisse
63BBVA Bancomer
7Jefferies
84UBS
9M&G Investments
10=Actinver
10=HSBC
10=Inderes
10=Yes Bank
Technology
20192018
13Santander
2MG Capital
31BBVA Bancomer
42Citibanamex
55JPMorgan
6Jefferies
7=Credit Suisse
7=Merrill Lynch Wealth Management
94UBS
10=HSBC
10=M&G Investments
top


Monaco

Best Private Banking Services Overall
20192018
1BNP Paribas
2=3Julius Baer
2=1UBS
44Barclays
5=2CFM (CA Indosuez Wealth)
5=Societe Generale
7Credit Agricole
85Rothschild
9Credit Suisse
10=Andbank
10=Compagnie Monegasque de Banque
Ultra High Net Worth Clients (Greater than US$ 30 million)
20192018
1BNP Paribas
21UBS
32Julius Baer
43Barclays
5=4CFM (CA Indosuez Wealth)
5=Credit Suisse
5=Rothschild
8Compagnie Monegasque de Banque
9=ABN AMRO
9=Societe Generale
High Net Worth Clients (US$ 5 million to US$ 30 million)
20192018
1BNP Paribas
21UBS
34Barclays
43Julius Baer
55Societe Generale
62CFM (CA Indosuez Wealth)
7Compagnie Monegasque de Banque
8Monaco Asset Management
9Rothschild
10=Allianz
10=Credit Suisse
10=The Bank of New York Mellon
Super Affluent Clients (US$ 1 million to US$ 5 million)
20192018
13BNP Paribas
21CFM (CA Indosuez Wealth)
32Societe Generale
4Compagnie Monegasque de Banque
5UBS
6=5Barclays
6=Credit Agricole
8=Credit Suisse
8=4Julius Baer
10=HSBC
10=Monaco Asset Management
Asset Management
20192018
15BNP Paribas
22UBS
34Barclays
41CFM (CA Indosuez Wealth)
5Julius Baer
6Rothschild
73Monaco Asset Management
8=2PM Group
8=BlackRock
10EFG International
Family Office Services
20192018
1BNP Paribas
2Julius Baer
31UBS
4Monaco Asset Management
53Barclays
6Rothschild
7M&G Investments
8Societe Generale
9The Bank of New York Mellon
10=Adam & Co
10=Baker & McKenzie
10=Bank Audi
10=Bank Muscat
10=2CFM (CA Indosuez Wealth)
10=4HSBC
10=LEON Family Office
Research and Asset Allocation Advice
20192018
1BNP Paribas
21UBS
3=3Barclays
3=Societe Generale
52CFM (CA Indosuez Wealth)
6Julius Baer
7=Bank J. Safra Sarasin
7=Rothschild
9=Credit Suisse
9=4HSBC
Philanthropic Advice
20192018
14BNP Paribas
21UBS
32Rothschild
4Barclays
55Julius Baer
63CFM (CA Indosuez Wealth)
7Societe Generale
8=Advent International
8=Banque Martin Maurel
10The Bank of New York Mellon
ESG/Social Impact Investing
20192018
13BNP Paribas
22UBS
3Julius Baer
4=1CFM (CA Indosuez Wealth)
4=4Societe Generale
6Rothschild
75Barclays
8ABN AMRO
9Credit Suisse
10The Bank of New York Mellon
International Clients
20192018
12UBS
24BNP Paribas
31Barclays
43CFM (CA Indosuez Wealth)
5Societe 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
20192018
14BNP Paribas
22UBS
3Rothschild
41CFM (CA Indosuez Wealth)
5Barclays
6EFG International
7=5Societe Generale
7=The Bank of New York Mellon
9=AmBank
9=Credit Suisse
9=Edmond de Rothschild Group
9=HSBC
9=Union Bank
Technology
20192018
11UBS
25=BNP Paribas
33Barclays
42CFM (CA Indosuez Wealth)
54Societe 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
20192018
12Attijariwafa bank
2CA Indosuez Wealth
3Amundi
4Credit 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)
20192018
1CA Indosuez Wealth
2=Credit Agricole
2=Credit Suisse
4=Attijariwafa bank
4=JPMorgan
4=1Pictet
7=BMCE Bank
7=2Lombard Odier
9=EFG International
9=5Rothschild
9=3Societe Generale
High Net Worth Clients (US$ 5 million to US$ 30 million)
20192018
1UBS
22Societe 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)
20192018
12Attijariwafa 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
20192018
1CA Indosuez Wealth
2=Credit Suisse
2=7=JPMorgan
4=7=Amundi
4=Attijariwafa bank
4=2=Pictet
7BMCE Bank
8=EFG International
8=4=Societe Generale
Family Office Services
20192018
12Pictet
2=CA Indosuez Wealth
2=1Lombard Odier
4Attijariwafa bank
5=Amundi
5=BMCE Bank
7=BNP Paribas
7=Julius Baer
7=6-Rothschild
7=Societe Generale
Research and Asset Allocation Advice
20192018
12=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
20192018
1CA Indosuez Wealth
2=Attijariwafa bank
2=Credit Suisse
2=1=Pictet
5=BMCE Bank
5=EFG International
5=Lombard Odier
8=3BNP Paribas
8=JPMorgan
8=Rockefeller Philanthropy Advisors
8=Societe Generale
ESG/Social Impact Investing
20192018
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=1Pictet
10=5=HSBC
10=JPMorgan
International Clients
20192018
1Credit Suisse
2=Attijariwafa bank
2=CA Indosuez Wealth
2=2Societe Generale
5=BEMO
5=BNP Paribas
5=JPMorgan
8=EFG International
8=5=HSBC
Succession Planning Advice and Trusts
20192018
1Credit 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
20192018
15=Credit Suisse
2=Attijariwafa bank
2=CA Indosuez Wealth
2=4Societe Generale
5=BEMO
5=1=BNP Paribas
5=JPMorgan
8=EFG International
8=5=HSBC
top


Netherlands

Best Private Banking Services Overall
20192018
13ABN AMRO MeesPierson
22ING
3Van Lanschot
41UBS
5Credit Suisse
65Insinger de Beaufort (BNP Paribas)
7Rabobank
8Goldman Sachs
9=KBL
9=Morgan Stanley
9=Pictet
9=Theodoor Gilissen (KBL)
Ultra High Net Worth Clients (Greater than US$ 30 million)
20192018
12Goldman Sachs
2=3JPMorgan
2=Van Lanschot
4ABN AMRO MeesPierson
51UBS
6Credit Suisse
7=5ING
7=Pictet
9Julius Baer
104Insinger de Beaufort (BNP Paribas)
High Net Worth Clients (US$ 5 million to US$ 30 million)
20192018
13ABN AMRO MeesPierson
24Van Lanschot
31=ING
4Credit Suisse
5=6Insinger de Beaufort (BNP Paribas)
5=Rabobank
7Triodos
8=KBL
8=Theodoor Gilissen (KBL)
8=1=UBS
Super Affluent Clients (US$ 1 million to US$ 5 million)
20192018
11ABN AMRO MeesPierson
24Van Lanschot
3Rabobank
42=ING
5Insinger de Beaufort (BNP Paribas)
6Credit Suisse
7SNS REAAL
8Staalbankiers
9=Saxo Bank
9=Theodoor Gilissen (KBL)
Asset Management
20192018
12=BlackRock
2Credit Suisse
3=5ABN AMRO MeesPierson
3=Amundi
52=Aberdeen Standard Investments
6=Pictet
6=Van Lanschot
8=1UBS
8=Aegon Asset Management
8=4ING
Family Office Services
20192018
1Credit Suisse
21UBS
33Lombard Odier
45Van Lanschot
5Goldman 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
20192018
14=JPMorgan
2=Van Lanschot
2=1ABN AMRO MeesPierson
4=Deutsche Bank
4=4=Goldman Sachs
64=Morningstar
7=2UBS
7=Rabobank
9Vanguard
10=BlackRock
10=ING
10=Investec
Philanthropic Advice
20192018
12ABN AMRO MeesPierson
2Deutsche Bank
3=3UBS
3=1Triodos
5Credit Suisse
6Van Lanschot
7=Goldman Sachs
7=4Insinger de Beaufort (BNP Paribas)
7=Lombard Odier
10=JPMorgan
10=Rabobank
10=Theodoor Gilissen (KBL)
ESG/Social Impact Investing
20192018
11Triodos
23ABN AMRO MeesPierson
3BlackRock
4=2UBS
4=Insinger de Beaufort (BNP Paribas)
4=Morgan Stanley
7=Aegon Asset Management
7=ING
9=Aberdeen Standard Investments
9=4Theodoor Gilissen (KBL)
International Clients
20192018
14ABN AMRO MeesPierson
21ING
3Nutmeg
4=BlackRock
4=BNP Paribas
4=ICBC
4=Saxo Bank
4=Triodos
9=2UBS
9=Rabobank
9=Societe Generale
Succession Planning Advice and Trusts
20192018
11ABN AMRO MeesPierson
23Van Lanschot
3Rabobank
4=Deutsche Bank
4=PricewaterhouseCoopers
6=BNP Paribas
6=5ING
6=1=intertrust
6=Staalbankiers
10=Equity Trust
10=Lombard Odier
10=Societe Generale
Technology
20192018
12=ABN AMRO MeesPierson
21ING
3Nutmeg
4=BlackRock
4=BNP Paribas
4=ICBC
4=Saxo Bank
4=Triodos
9=4UBS
9=Rabobank
9=Societe Generale
top


Norway

Best Private Banking Services Overall
20192018
1Credit Suisse
2Danske Bank
31DNB Bank
44=Nordea
56UBS
6ABG Sundal Collier
7Merrill Lynch Wealth Management
8Pareto
9=Amundi
9=Grieg
9=JPMorgan
Ultra High Net Worth Clients (Greater than US$ 30 million)
20192018
1Credit Suisse
22=UBS
36DNB Bank
4Danske Bank
5=HSBC
5=Nordea
7=Deutsche Bank
7=5JPMorgan
9=ABN AMRO
9=Carnegie
9=Rothschild
9=Bank J. Safra Sarasin
High Net Worth Clients (US$ 5 million to US$ 30 million)
20192018
13=Nordea
2Danske Bank
31DNB Bank
46=SEB
5Credit Suisse
6Rothschild
7=3=SpareBank1
7=UBP
9=HSBC
9=JPMorgan
9=5Svenska Handelsbanken
Super Affluent Clients (US$ 1 million to US$ 5 million)
20192018
14=Danske Bank
2Nordnet
31DNB Bank
43Nordea
5Credit Suisse
6SEB
76Svenska Handelsbanken
8=Avanza
8=Formuesforvaltning
10=Erik Penser
10=HSBC
Asset Management
20192018
1ABN AMRO
2DNB Bank
32Danske Bank
4BlackRock
5=Credit Suisse
5=JPMorgan
7Storebrand
85=Nordea
9=Aberdeen Standard Investments
9=Odin
Family Office Services
20192018
1Credit Suisse
2DNB Bank
34UBS
4Danske Bank
5=Carnegie
5=3Nordea
7=ABG Sundal Collier
7=1=Formuesforvaltning
7=Grieg
7=Rothschild
7=Sal Oppenheim
Research and Asset Allocation Advice
20192018
1Credit Suisse
2Danske Bank
3=4=UBS
3=BlackRock
5=11=ABG Sundal Collier
5=Pareto
5=SEB
8Zurcher Kantonalbank
9=BNP Paribas
9=Storebrand
Philanthropic Advice
20192018
1Credit Suisse
2Danske Bank
3DNB Bank
42UBS
5=1Formuesforvaltning
5=6=Nordea
73=Deutsche Bank
8=Rothschild
8=Sal Oppenheim
8=Storebrand
ESG/Social Impact Investing
20192018
11Storebrand
2=Credit Suisse
2=Nordea
4Rothschild
5ABN AMRO
6=2=Deutsche Bank
6=DNB Bank
6=UBP
9=10=ABG Sundal Collier
9=Coutts
9=Svenska Handelsbanken
International Clients
20192018
12DNB Bank
2=11=Danske Bank
2=Morgan Stanley
2=Skandiabanken
5=6=JPMorgan
5=6=Nordea
7=1UBS
7=6=ABG Sundal Collier
7=BlackRock
7=T. Rowe Price
Succession Planning Advice and Trusts
20192018
1Credit Suisse
23Danske Bank
3=4=UBS
3=1Formuesforvaltning
3=Rothschild
6=2DNB Bank
6=UBP
8=Coutts
8=Julius Baer
8=SpareBank1
Technology
20192018
11DNB Bank
2=2Danske Bank
2=Morgan Stanley
2=Skandiabanken
5=JPMorgan
5=4Nordea
7=3UBS
7=ABG Sundal Collier
7=BlackRock
7=T. Rowe Price
top


Panama


Best Private Banking Services Overall
20192018
1Bancolombia
2Credit Suisse
2JPMorgan
4Morgan 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)
20192018
1JPMorgan
2Grupo Aval
3Credit Suisse
4Bancolombia
5=Credicorp Capital
5=Goldman Sachs
5=Morgan Stanley
5=5=Pictet
9Banco 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)
20192018
1Bancolombia
2JPMorgan
3Credicorp Capital
4=3Banco 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)
20192018
1Davivienda
2Bancolombia
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=5Prival Bank
8=Scotiabank
Asset Management
20192018
12JPMorgan
23=Goldman Sachs
3M&G Investments
4Morgan 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
20192018
1=Credit Suisse
1=La Fise
3=Bancolombia
3=7=Pictet
3=2=WE Family Offices
6PKB
7=BICSA
7=EFG International
7=Goldman Sachs
10Lombard Odier
Research and Asset Allocation Advice
20192018
15=JPMorgan
2Grupo Aval
3Bancolombia
4=Davivienda
4=1Julius Baer
4=Lombard Odier
4=Morgan Stanley
8=BCT
8=Credit Suisse
8=5=Merrill Lynch Wealth Management
Philanthropic Advice
20192018
1Davivienda
2Bancolombia
3=3=Banco General
3=Brown Brothers Harriman
3=Credit Suisse
3=Pictet
3=PKB
8=2Citi
8=Fidelity Investments
8=Lombard Odier
8=Bank J. Safra Sarasin
ESG/Social Impact Investing
20192018
1Bancolombia
2Davivienda
34=Banco General
4JPMorgan
5=BAC Credomatic
5=10=Credit Suisse
7=7=Lombard Odier
7=Scotiabank
International Clients
20192018
1Bancolombia
23=JPMorgan
3=BAC Credomatic
3=Credit Suisse
5=3=Banco General
5=Davivienda
7Morgan Stanley
Succession Planning Advice and Trusts
20192018
18=JPMorgan
2Credit Suisse
3La Fise
4=BAC Credomatic
4=Credicorp Capital
4=PKB
7=Bancolombia
7=Davivienda
7=Goldman Sachs
10=BNP Paribas
10=Lombard Odier
Technology
20192018
1Bancolombia
28=JPMorgan
3=BAC Credomatic
3=Credit Suisse
5=4=Banco General
5=Davivienda
7Morgan Stanley
top


Peru


Best Private Banking Services Overall
20192018
11Banco de Credito del Peru
25Credit Suisse
3Scotiabank
4=Interbank
4=Santander
6=Citi
6=2JPMorgan
8=BBVA Continental
8=BCP
8=4UBS
Ultra High Net Worth Clients (Greater than US$ 30 million)
20192018
12Banco de Credito del Peru
21JPMorgan
33Credit Suisse
4BBVA Continental
5Santander
6=BCP
6=Scotiabank
6=5UBS
9=Citi
9=Vontobel
High Net Worth Clients (US$ 5 million to US$ 30 million)
20192018
11Banco de Credito del Peru
2Santander
3BBVA Continental
4Credit Suisse
53UBS
6Scotiabank
7=4Julius Baer
7=Morgan Stanley
7=Vontobel
10=BCP
10=Interbank
10=2JPMorgan
Super Affluent Clients (US$ 1 million to US$ 5 million)
20192018
12BBVA Continental
21Banco de Credito del Peru
3Santander
43Interbank
55=Scotiabank
6Atlantic
7=4Citi
7=5=Credit Suisse
9BCP
10Wells Fargo
Asset Management
20192018
1=2Banco de Credito del Peru
1=1JPMorgan
3=4=UBS
3=7BlackRock
5Credit Suisse
6Santander
7AXA
8=Aberdeen Standard Investments
8=Carmignac Gestion
8=Scotiabank
Family Office Services
20192018
11Banco de Credito del Peru
2=3=Credit Suisse
2=5=JPMorgan
4UBS
5Santander
6BCP
7Vontobel
8=2Creuza Advisors
8=Interbank
10=BCP Family Office
10=Faro Capital
10=GNB
10=i-Capital
10=5=Pictet
Research and Asset Allocation Advice
20192018
15=UBS
21JPMorgan
32Banco de Credito del Peru
4Santander
53Credit Suisse
6BCP
7BBVA Continental
8=4Goldman Sachs
8=Interbank
10Pictet
Philanthropic Advice
20192018
1=5=UBS
1=1JPMorgan
32Banco de Credito del Peru
43Credit Suisse
5=Interbank
5=Merrill Lynch Wealth Management
7Santander
8Scotiabank
9=BCP
9=GNB
9=4Goldman Sachs
ESG/Social Impact Investing
20192018
13JPMorgan
28Credit Suisse
3=1Banco de Credito del Peru
3=Santander
54=UBS
6=BBVA Continental
6=Goldman Sachs
8=Merrill Lynch Wealth Management
8=Vontobel
10=Interbank
10=Julius Baer
International Clients
20192018
1UBS
2=Credit Suisse
2=2JPMorgan
4Interbank
51Banco de Credito del Peru
6=ABN AMRO
6=Santander
6=Vontobel
94BBVA Continental
10=3Citi
10=Goldman Sachs
Succession Planning Advice and Trusts
20192018
11Banco de Credito del Peru
2=2UBS
2=4JPMorgan
45=Santander
53Credit Suisse
6=BBVA Continental
6=Citi
8=Interbank
8=Vontobel
10BCP
Technology
20192018
11UBS
2=4Credit Suisse
2=2JPMorgan
4Interbank
53Banco de Credito del Peru
6=ABN AMRO
6=Santander
6=Vontobel
9=Citi
9=Goldman Sachs
top


Philippines

Best Private Banking Services Overall
20192018
13Credit Suisse
2Bank of the Philippine Islands
31Citi
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)
20192018
13Credit Suisse
24Pictet
3Bank of the Philippine Islands
45Goldman Sachs
51Citi
6=BDO Private Bank (Philippines)
6=2JPMorgan
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)
20192018
11Credit Suisse
22Citi
3=ABN AMRO
3=ANZ
3=6BDO Private Bank (Philippines)
3=DBS Bank
3=5HSBC
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)
20192018
1Credit Suisse
23=DBS Bank
35BDO Private Bank (Philippines)
43=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=1Citi
8=Union Bank
Asset Management
20192018
1=BDO Private Bank (Philippines)
1=Goldman Sachs
3=6=ATRAM Group
3=JPMorgan
5=2BlackRock
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
20192018
1Credit Suisse
21Bank of the Philippine Islands
3=HSBC
3=2Pictet
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
20192018
1Credit Suisse
2=ATRAM Group
2=3=Goldman Sachs
4UBS
51JPMorgan
6=Cambridge Associates
6=3=Julius Baer
6=LGT
9=ABN AMRO
9=Bank of Montreal (BMO)
9=2BlackRock
9=7Citi
Philanthropic Advice
20192018
12=Credit Suisse
210=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=1Pictet
ESG/Social Impact Investing
20192018
11=Credit Suisse
2JPMorgan
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
20192018
1DBS Bank
2Credit Suisse
3UBS
4=5=BlackRock
4=HQ Trust
4=2HSBC
7=Baker & McKenzie
7=Fidelity Investments
7=Goldman Sachs
7=4JPMorgan
7=UOB
Succession Planning Advice and Trusts
20192018
16Credit Suisse
2=Affinity Private Wealth
2=Goldman Sachs
2=1HSBC
2=3JPMorgan
2=JTC Group
2=Manulife Financial
2=2Pictet
9=Aegon Asset Management
9=BNP Paribas
9=DBS Bank
9=LGT
9=Sun Life Financial
Technology
20192018
1DBS Bank
2Credit Suisse
3UBS
4=7=BlackRock
4=HQ Trust
4=7=HSBC
7=Baker & McKenzie
7=Fidelity Investments
7=Goldman Sachs
7=2JPMorgan
7=4=UOB
top


Poland


Best Private Banking Services Overall
20192018
1BGZ BNP Paribas
2PKO Bank Polski
31Bank Handlowy (Citi)
4mBank (Commerzbank)
5Credit Suisse
6=Bank Pekao (UniCredit)
6=3UBS
8Bank of Montreal (BMO)
9Millennium BCP
10=ING
10=Santander
10=Bank J. Safra Sarasin
Ultra High Net Worth Clients (Greater than US$ 30 million)
20192018
1=4Credit Suisse
1=1=PKO Bank Polski
31=Bank Handlowy (Citi)
45UBS
5Bank Pekao (UniCredit)
6BGZ BNP Paribas
7mBank (Commerzbank)
8JPMorgan
9Rothschild
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)
20192018
1BGZ BNP Paribas
2=3Bank Handlowy (Citi)
2=2PKO Bank Polski
44=UBS
51mBank (Commerzbank)
6Bank of Montreal (BMO)
7=4=Credit Suisse
7=Bank J. Safra Sarasin
9Getin Noble Bank
10Vontobel
Super Affluent Clients (US$ 1 million to US$ 5 million)
20192018
1BGZ BNP Paribas
21=mBank (Commerzbank)
3Millennium BCP
4=6=Credit Suisse
4=Raiffeisen Bank International
66=PKO Bank Polski
7Bank of Montreal (BMO)
8=3Bank Handlowy (Citi)
8=Bank Slaski (ING)
8=Bank Zachodni WBK (Santander)
8=Getin Noble Bank
Asset Management
20192018
13Bank Handlowy (Citi)
22PKO Bank Polski
3=BGZ BNP Paribas
3=Credit Suisse
3=1mBank (Commerzbank)
6
Getin Noble Bank
7=Bank of Montreal (BMO)
7=Franklin Templeton Investments
9Bank Slaski (ING)
10=BlackRock
10=Citi
10=Credit Agricole
10=Fidelity Investments
10=Millennium BCP
Family Office Services
20192018
1=2Bank Handlowy (Citi)
1=3=Credit Suisse
1=Raiffeisen Bank International
4Alior Bank
5=6=mBank (Commerzbank)
5=Millennium BCP
5=PKO Bank Polski
8=Getin Noble Bank
8=Rothschild
10BGZ BNP Paribas
Research and Asset Allocation Advice
20192018
13=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)
81=PKO Bank Polski
9=6Bank Slaski (ING)
9=Barclays
9=Millennium BCP
9=Morgan & Morgan Group
9=Santander
Philanthropic Advice
20192018
18=BGZ BNP Paribas
212=Credit Suisse
32PKO Bank Polski
41mBank (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
20192018
15=Credit Suisse
2Bank 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=1PKO Bank Polski
9=Vontobel
International Clients
20192018
1Alior Bank
21Bank Handlowy (Citi)
3=BGZ BNP Paribas
3=3Credit Suisse
3=5PKO Bank Polski
62mBank (Commerzbank)
7Millennium BCP
8Avaloq
9=Bank of Montreal (BMO)
9=Bank Pekao (UniCredit)
9=Bank Slaski (ING)
Succession Planning Advice and Trusts
20192018
113=BGZ BNP Paribas
2Bank Zachodni WBK (Santander)
32Credit Suisse
4=8=UBS
4=Bank of Montreal (BMO)
6=Alior Bank
6=Getin Noble Bank
8PKO Bank Polski
9=Deutsche Bank
9=Julius Baer
9=Millennium BCP
9=Raiffeisen Bank International
9=3=Rothschild
9=Vontobel
Technology
20192018
12Alior Bank
2Bank Handlowy (Citi)
3=3BGZ BNP Paribas
3=Credit Suisse
3=PKO Bank Polski
61mBank (Commerzbank)
74Millennium BCP
8Avaloq
9=Bank of Montreal (BMO)
9=Bank Pekao (UniCredit)
9=Bank Slaski (ING)
top


Portugal


Best Private Banking Services Overall
20192018
11Santander Totta
22Banco Portugues de Investimento (BPI)
33Millennium BCP
4BBVA
54Credit Suisse
65=Deutsche Bank
75=Caixa Geral de Depositos
8Bankinter
9JPMorgan
10CaixaBank
Ultra High Net Worth Clients (Greater than US$ 30 million)
20192018
11Santander Totta
22Banco Portugues de Investimento (BPI)
33=Millennium BCP
43=Credit Suisse
5BBVA
6Deutsche Bank
7Bankinter
8Edmond de Rothschild Group
9JPMorgan
10=Atrium Partners
10=5UBS
High Net Worth Clients (US$ 5 million to US$ 30 million)
20192018
11Santander Totta
22Banco Portugues de Investimento (BPI)
33Millennium BCP
4=BBVA
4=4Credit Suisse
6Deutsche Bank
7Bankinter
8CaixaBank
9JPMorgan
105Banco de Investimento Global
Super Affluent Clients (US$ 1 million to US$ 5 million)
20192018
11Santander Totta
22Banco Portugues de Investimento (BPI)
33Millennium BCP
4Bankinter
5BBVA
6=5Banco de Investimento Global
6=Deutsche Bank
84Caixa Geral de Depositos
9Credit Suisse
10Banco BIC Portugues
Asset Management
20192018
11Santander Totta
22Banco Portugues de Investimento (BPI)
33=Millennium BCP
4JPMorgan
55Caixa Geral de Depositos
63=Credit Suisse
7BlackRock
8BBVA
9M&G Investments
106Deutsche Bank
Family Office Services
20192018
11Santander Totta
2=2Banco Portugues de Investimento (BPI)
2=3Millennium BCP
44Credit Suisse
5BBVA
6Julius Baer
7=Atrium Partners
7=5Pictet
9Caixa Geral de Depositos
10=UBS
10=Affinity Private Wealth
10=Deutsche Bank
10=JPMorgan
Research and Asset Allocation Advice
20192018
11Santander Totta
22Banco Portugues de Investimento (BPI)
33Millennium BCP
4JPMorgan
54Credit Suisse
6BBVA
7UBS
85Pictet
9=Banco de Investimento Global
9=BNP Paribas
9=Caixa Geral de Depositos
Philanthropic Advice
20192018
11Santander Totta
25Banco Portugues de Investimento (BPI)
33Millennium BCP
42Credit Suisse
5BBVA
64UBS
7Caixa Geral de Depositos
8Deutsche Bank
9=Bankinter
9=JPMorgan
ESG/Social Impact Investing
20192018
11Santander Totta
22Banco Portugues de Investimento (BPI)
35Millennium BCP
4Credit Suisse
5UBS
6Pictet
7BBVA
8=3Caixa Geral de Depositos
8=CaixaBank
8=Montepio
International Clients
20192018
11Santander Totta
25Banco Portugues de Investimento (BPI)
3Millennium BCP
4BBVA
52Credit Suisse
6Deutsche Bank
73UBS
8=Banco de Investimento Global
8=Bankinter
10Pictet
Succession Planning Advice and Trusts
20192018
11Santander Totta
22Banco Portugues de Investimento (BPI)
36=Millennium BCP
44Credit Suisse
56=BBVA
6JPMorgan
73UBS
8Deutsche Bank
9Pictet
10=Caixa Geral de Depositos
10=Edmond de Rothschild Group
Technology
20192018
11Santander Totta
23=Banco Portugues de Investimento (BPI)
32Millennium BCP
4BBVA
5Credit Suisse
66=Deutsche Bank
7UBS
8=5Banco de Investimento Global
8=3=Bankinter
10Pictet
top


 

Banks or clients wanting to view more detailed Private Banking Survey results and analysis can do so by contacting Mark Lilley, head of data publishing, Euromoney: Tel: +34 915946046; email: mark.lilley@euromoneyplc.com