Private Banking and Wealth Management Survey 2020: Global Results

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Results index
Use data from this survey

Global
Best Private Banking Services Overall
20202019
11UBS
22Credit Suisse
33JPMorgan
45Citi
57Julius Baer
64BNP Paribas
78Pictet
86Santander
910HSBC
109Goldman Sachs
1114Barclays
1218=Morgan Stanley
1313UniCredit
1412ABN AMRO
1511Deutsche Bank
16LGT
17Lombard Odier
1816BBVA
1917Rothschild
20Vontobel
2118=Erste Bank
2223Banco Itau
23Banco de Credito del Peru
2420Societe Generale
25Bank of Singapore (OCBC)
Mega HNW (>$250m) 
20202019
1-JPMorgan
2-UBS
3-Credit Suisse
4-Goldman Sachs
5-Citi
6-Pictet
7-Julius Baer
8-Santander
9-HSBC
10-BNP Paribas
UHNW (>$30mln-$250mln)
20202019
11UBS
23JPMorgan
32Credit Suisse
45Citi
59Julius Baer
67Pictet
74Goldman Sachs
8HSBC
98Santander
106BNP Paribas
HNW ($5mln-$30mln)
20202019
11UBS
22Credit Suisse
34Julius Baer
45Citi
56JPMorgan
610HSBC
77Santander
88Pictet
93BNP Paribas
10Barclays
Super Affluent ($1mln-$ 5mln)
20202019
14Citi
21UBS
37HSBC
46Julius Baer
55Santander
63Credit Suisse
72BNP Paribas
8DBS Bank
910ABN AMRO
10JPMorgan
Capital Markets and Advisory
20202019
1-JPMorgan
2-Goldman Sachs
3-UBS
4-Credit Suisse
5-Citi
6-Morgan Stanley
7-Santander
8-BNP Paribas
9-HSBC
10-Julius Baer
ESG/Impact Investing
20202019
11UBS
22Credit Suisse
33JPMorgan
47Citi
55Santander
66Pictet
74BNP Paribas
810HSBC
98Julius Baer
109ABN AMRO
Family Office Services
20202019
12UBS
21Credit Suisse
33JPMorgan
46Pictet
57Citi
64Santander
78Julius Baer
810HSBC
99Goldman Sachs
105BNP Paribas
International Clients
20202019
11UBS
24Citi
37HSBC
43JPMorgan
52Credit Suisse
65Santander
76BNP Paribas
8Julius Baer
98Goldman Sachs
10Barclays
Investment Management 
20202019
1-JPMorgan
2-UBS
3-Credit Suisse
4-Goldman Sachs
5-BlackRock
6-Citi
7-Pictet
8-Santander
9-BNP Paribas
10-Julius Baer
Next Generation
20202019
1-UBS
2-Credit Suisse
3-JPMorgan
4-Citi
5-Santander
6-HSBC
7-Julius Baer
8-Pictet
9-ABN AMRO
10-Goldman Sachs
Philanthropic Advice
20202019
11UBS
22Credit Suisse
33JPMorgan
47Citi
56Pictet
69HSBC
75Santander
84BNP Paribas
98Julius Baer
1010ABN AMRO
Research and Asset Allocation Advice
20202019
11JPMorgan
22UBS
33Credit Suisse
44Goldman Sachs
55Citi
67Morgan Stanley
78Santander
8Pictet
99Deutsche Bank
1010Julius Baer
Serving Business Owners
20202019
1-UBS
2-JPMorgan
3-Citi
4-Credit Suisse
5-HSBC
6-Santander
7-BNP Paribas
8-Goldman Sachs
9-Julius Baer
10-Deutsche Bank
Data Management and Security
20202019
1-UBS
2-Credit Suisse
3-JPMorgan
4-Citi
5-Santander
6-HSBC
7-Pictet
8-Julius Baer
9-ABN AMRO
10-Goldman Sachs
Innovative or Emerging Technology Adoption
20202019
1-UBS
2-Citi
3-JPMorgan
4-Credit Suisse
5-Santander
6-HSBC
7-BNP Paribas
8-Julius Baer
9-Goldman Sachs
10-DBS Bank






MORE PRIVATE BANKING SURVEY RESULTS AVAILABLE

Queries about the results, including requests for more detailed results and analysis, should be addressed to Cameron Simmonds, data and analytics sales cameron.simmonds@euromoney.com.