Private Banking and Wealth Management Survey 2020: Regional Results

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© 2020 Euromoney
Results Index
Use data from this survey

Africa

Asia Pacific

Central & Eastern Europe

Latin America 

Middle East

Nordics & Baltics

Western Europe


By Region
Africa
Best Private Banking Services Overall
20202019
11Absa (Barclays)
210UBS
32Investec
47Standard Chartered
54=RMB Private Bank
53Standard Bank
Mega HNW (>$250m) 
20202019
1UBS
2Citi
3JPMorgan
UHNW (>$30mln-$250mln)
20202019
1Standard Chartered
2UBS
32Investec
HNW ($5mln-$30mln)
20202019
13Investec
25Standard Bank
39UBS
Super Affluent ($1mln-$ 5mln)
20202019
14Investec
27Standard Bank
35=FNB Private Wealth
Capital Markets and Advisory
20202019
1Standard Bank
2JPMorgan
3Standard Chartered
ESG/Impact Investing
20202019
11UBS
25Nedbank Private Wealth
32=Absa (Barclays)
34Standard Bank
Family Office Services
20202019
11=Stonehage Fleming
2UBS
3Maitland
International Clients
20202019
1Standard Chartered
21Absa (Barclays)
35Investec
33Standard Bank
Next Generation
20202019
1UBS
2Standard Bank
3Investec
Philanthropic Advice
20202019
19=UBS
21Absa (Barclays)
2Citi
Research and Asset Allocation Advice
20202019
17=UBS
21Absa (Barclays)
33JPMorgan
Serving Business Owners
20202019
1Standard Bank
2Standard Chartered
3Investec
Data Management and Security
20202019
1Absa (Barclays)
2UBS
3Investec
Innovative or Emerging Technology Adoption
20202019
1FNB Private Wealth
2Standard Bank
3Citi
Asia Pacific
Best Private Banking Services Overall
20202019
12UBS
21Credit Suisse
33Citi
45HSBC
57Julius Baer
68JPMorgan
7China Merchants Bank
89Maybank
9KEB Hana Bank
10Bank of Singapore (OCBC)
Mega HNW (>$250m) 
20202019
1UBS
2Credit Suisse
3JPMorgan
4Citi
5Goldman Sachs
6HSBC
7Julius Baer
8Maybank
9Morgan Stanley
10CTBC Bank (Chinatrust Commercial Bank)
UHNW (>$30mln-$250mln)
20202019
12UBS
23Citi
31Credit Suisse
45JPMorgan
57HSBC
68Julius Baer
76Goldman Sachs
8CTBC Bank (Chinatrust Commercial Bank)
99KEB Hana Bank
10IIFL Private Wealth Management
HNW ($5mln-$30mln)
20202019
11Citi
23UBS
32Credit Suisse
45HSBC
57Julius Baer
6Bank of Singapore (OCBC)
76DBS Bank
8Standard Chartered
9China Merchants Bank
10Maybank
Super Affluent ($1mln-$ 5mln)
20202019
11Citi
23DBS Bank
34HSBC
42UBS
58=Julius Baer
6Standard Chartered
7Bank of Singapore (OCBC)
88=Maybank
9UOB
107Credit Suisse
Capital Markets and Advisory
20202019
1Goldman Sachs
2Citi
3Credit Suisse
4JPMorgan
5UBS
6Morgan Stanley
7Julius Baer
8IIFL Private Wealth Management
9Nomura
10HSBC
ESG/Impact Investing
20202019
11UBS
23Citi
34Credit Suisse
46HSBC
55JPMorgan
68Julius Baer
7China Merchants Bank
8CTBC Bank (Chinatrust Commercial Bank)
9Agricultural Bank of China
107KEB Hana Bank
Family Office Services
20202019
12UBS
21Credit Suisse
34Citi
46JPMorgan
55HSBC
67Julius Baer
7China Merchants Bank
810CTBC Bank (Chinatrust Commercial Bank)
98KEB Hana Bank
10Mitsubishi UFJ Morgan Stanley PB Securities
International Clients
20202019
11Citi
26HSBC
32UBS
43Credit Suisse
5Standard Chartered
6China Merchants Bank
7Julius Baer
8Bank of China
9IIFL Private Wealth Management
10Mitsubishi UFJ Morgan Stanley PB Securities
Investment Management  
20202019
1JPMorgan
2Citi
3UBS
4Credit Suisse
5Goldman Sachs
6BlackRock
7HSBC
8Julius Baer
9China Merchants Bank
10Pimco
Next Generation
20202019
1UBS
2Citi
3Credit Suisse
4HSBC
5JPMorgan
6Julius Baer
7China Construction Bank
8China Merchants Bank
9IIFL Private Wealth Management
10CTBC Bank (Chinatrust Commercial Bank)
Philanthropic Advice
20202019
12UBS
21Credit Suisse
34Citi
45HSBC
56JPMorgan
610Julius Baer
79CTBC Bank (Chinatrust Commercial Bank)
87KEB Hana Bank
9Mitsubishi UFJ Morgan Stanley PB Securities
10China Merchants Bank
Research and Asset Allocation Advice
20202019
14JPMorgan
21Citi
32UBS
43Credit Suisse
58Goldman Sachs
66Morgan Stanley
7China Merchants Bank
810=Julius Baer
9CTBC Bank (Chinatrust Commercial Bank)
10IIFL Private Wealth Management
Serving Business Owners
20202019
1HSBC
2Citi
3DBS Bank
4UBS
5Credit Suisse
6Standard Chartered
7China Merchants Bank
8Julius Baer
9UOB
10CTBC Bank (Chinatrust Commercial Bank)
Data Management and Security
20202019
1Citi
2UBS
3Credit Suisse
4HSBC
5DBS Bank
6JPMorgan
7China Merchants Bank
8Julius Baer
9IIFL Private Wealth Management
10CTBC Bank (Chinatrust Commercial Bank)
Innovative or Emerging Technology Adoption
20202019
1Citi
2DBS Bank
3UBS
4HSBC
5Credit Suisse
6China Merchants Bank
7JPMorgan
8Maybank
9IIFL Private Wealth Management
10CTBC Bank (Chinatrust Commercial Bank)
Central & Eastern Europe
Best Private Banking Services Overall
20202019
12UniCredit
210=BNP Paribas
33Erste Bank
41Raiffeisen Bank International
510=UBS
6Julius Baer
74Credit Suisse
8OTP Bank
9Citi
107=Intesa Sanpaolo
Mega HNW (>$250m) 
20202019
1UBS
2UniCredit
3JPMorgan
4Citi
5Erste Bank
6Julius Baer
7Credit Suisse
8BNP Paribas
9Pictet
10OTP Bank
UHNW (>$30mln-$250mln)
20202019
12UBS
21UniCredit
35Erste Bank
4Julius Baer
5Citi
63Credit Suisse
76BNP Paribas
84Raiffeisen Bank International
9Pictet
10JPMorgan
HNW ($5mln-$30mln)
20202019
11UniCredit
22Raiffeisen Bank International
38=UBS
43Erste Bank
510Julius Baer
67BNP Paribas
7OTP Bank
85Intesa Sanpaolo
9Citi
108=Credit Suisse
Super Affluent ($1mln-$ 5mln)
20202019
11UniCredit
22Raiffeisen Bank International
33Erste Bank
4OTP Bank
55BNP Paribas
6Julius Baer
7Citi
87Societe Generale
94Intesa Sanpaolo
108=UBS
Capital Markets and Advisory
20202019
1Erste Bank
2UniCredit
3BNP Paribas
3Raiffeisen Bank International
5UBS
6OTP Bank
7Citi
8JPMorgan
9Julius Baer
10Goldman Sachs
10Intesa Sanpaolo
ESG/Impact Investing
20202019
12Erste Bank
28=BNP Paribas
3KBC
33UBS
54UniCredit
61Credit Suisse
7ING
7OTP Bank
9Commerzbank
95Raiffeisen Bank International
96Societe Generale
Family Office Services
20202019
11UBS
22UniCredit
35Credit Suisse
410BNP Paribas
4Pictet
6Julius Baer
78Erste Bank
8JPMorgan
94Raiffeisen Bank International
10Alfa Bank
107Rothschild
International Clients
20202019
1Citi
22Raiffeisen Bank International
34UBS
43Erste Bank
41UniCredit
68BNP Paribas
76=Credit Suisse
8KBC
96=OTP Bank
105Intesa Sanpaolo
Investment Management  
20202019
1UniCredit
2BNP Paribas
3Erste Bank
4OTP Bank
5Raiffeisen Bank International
5UBS
7Intesa Sanpaolo
8JPMorgan
9Fidelity Investments
9Pictet
Next Generation
20202019
1UBS
2Raiffeisen Bank International
3Erste Bank
4OTP Bank
5BNP Paribas
5ING
7Commerzbank
8KBC
8UniCredit
10Credit Suisse
Philanthropic Advice
20202019
12UniCredit
23Erste Bank
35Credit Suisse
44UBS
59Rothschild
66BNP Paribas
7ING
7Intesa Sanpaolo
91Raiffeisen Bank International
10BloChamps Capital
10KBC
Research and Asset Allocation Advice
20202019
11UniCredit
22Erste Bank
35UBS
43Credit Suisse
54Raiffeisen Bank International
6OTP Bank
7Intesa Sanpaolo
8Citi
9BNP Paribas
97JPMorgan
9KBC
Serving Business Owners
20202019
1Erste Bank
2Raiffeisen Bank International
3UniCredit
4BNP Paribas
5KBC
6OTP Bank
7Societe Generale
8Commerzbank
8Credit Suisse
10Garanti Bank
Data Management and Security
20202019
1Erste Bank
2UniCredit
3OTP Bank
4Raiffeisen Bank International
5BNP Paribas
6Credit Suisse
7KBC
8UBS
9Commerzbank
10Citi
Innovative or Emerging Technology Adoption
20202019
1OTP Bank
2Erste Bank
3BNP Paribas
4UniCredit
5KBC
6Raiffeisen Bank International
7Garanti Bank
8Citi
8Commerzbank
10Credit Suisse
10PrivatBank
Latin America
Best Private Banking Services Overall
20202019
12JPMorgan
21Santander
37UBS
43Credit Suisse
54Citi
69Morgan Stanley
7Credicorp Capital
85Banco Itau
96BTG Pactual
10Scotiabank
 Mega HNW (>$250m) 
20202019
1JPMorgan
2Santander
3UBS
4Credit Suisse
5Goldman Sachs
6Citi
7Banco Itau
8Morgan Stanley
9BTG Pactual
10HSBC
UHNW (>$30mln-$250mln)
20202019
12JPMorgan
21Santander
37UBS
45Citi
53Credit Suisse
610Morgan Stanley
74Banco Itau
8Pictet
96BTG Pactual
108Goldman Sachs
HNW ($5mln-$30mln)
20202019
11Santander
22JPMorgan
39Morgan Stanley
45Citi
57UBS
63Credit Suisse
74Banco Itau
8Julius Baer
96BTG Pactual
10Credicorp Capital
Super Affluent ($1mln-$ 5mln)
20202019
11Santander
22Citi
36Morgan Stanley
4JPMorgan
5Credicorp Capital
5UBS
75Banco Itau
83BTG Pactual
9Julius Baer
10Scotiabank
Capital Markets and Advisory
20202019
1JPMorgan
2Santander
3Citi
4Goldman Sachs
5UBS
6Morgan Stanley
7Credit Suisse
8BTG Pactual
9Banco Itau
10Scotiabank
ESG/Impact Investing
20202019
11Santander
23JPMorgan
36=UBS
42Credit Suisse
510Pictet
64Citi
75Banco Itau
8HSBC
9Scotiabank
10BTG Pactual
10Julius Baer
Family Office Services
20202019
12JPMorgan
21Santander
36UBS
48Citi
5Credicorp Capital
64BTG Pactual
73Credit Suisse
85Banco Itau
97Pictet
10HSBC
International Clients
20202019
12JPMorgan
26Citi
31Santander
47UBS
53Credit Suisse
6HSBC
7Scotiabank
89Morgan Stanley
94Banco Itau
108BTG Pactual
Investment Management  
20202019
1JPMorgan
2Santander
3Credit Suisse
4UBS
5Goldman Sachs
6Citi
7Banco Itau
8BTG Pactual
9Scotiabank
10HSBC
Next Generation
20202019
1JPMorgan
2Santander
3UBS
4Citi
5Credit Suisse
6Banco Itau
7BTG Pactual
8HSBC
9Morgan Stanley
10Banco de Chile
Philanthropic Advice
20202019
12JPMorgan
24UBS
31Santander
43Credit Suisse
56Citi
6HSBC
75Banco Itau
87Pictet
9Julius Baer
10Scotiabank
Research and Asset Allocation Advice
20202019
11JPMorgan
22Santander
33Credit Suisse
47Citi
55=UBS
65=Banco Itau
74Goldman Sachs
88BTG Pactual
910Morgan Stanley
10HSBC
Serving Business Owners
20202019
1Santander
2JPMorgan
3Citi
4UBS
5Banco Itau
6Credit Suisse
6Scotiabank
8BTG Pactual
9Morgan Stanley
10HSBC
Data Management and Security
20202019
1JPMorgan
2Santander
3UBS
4Citi
5Banco Itau
6Credit Suisse
7BTG Pactual
8Pictet
9HSBC
10Scotiabank
Innovative or Emerging Technology Adoption
20202019
1JPMorgan
2Santander
3Citi
4UBS
5Banco Itau
6Credit Suisse
7BTG Pactual
8HSBC
9Scotiabank
10Banco de Chile
Middle East
Best Private Banking Services Overall
20202019
11Credit Suisse
22JPMorgan
33UBS
45Pictet
59HSBC
64Julius Baer
76=BNP Paribas
86=Citi
9Lombard Odier
10Bank of Singapore (OCBC)
Mega HNW (>$250m) 
20202019
1JPMorgan
2Credit Suisse
3UBS
4Pictet
5Goldman Sachs
6HSBC
7Julius Baer
8Citi
9Lombard Odier
10BNP Paribas
10Merrill
10National Commercial Bank
UHNW (>$30mln-$250mln)
20202019
12Credit Suisse
21JPMorgan
34Pictet
46Julius Baer
58HSBC
63UBS
77Citi
85Goldman Sachs
9BNP Paribas
10Commercial Bank of Qatar
HNW ($5mln-$30mln)
20202019
11Credit Suisse
22Julius Baer
34Pictet
43UBS
56=HSBC
610Barclays
75JPMorgan
86=Citi
98Lombard Odier
10National Commercial Bank
Super Affluent ($1mln-$ 5mln)
20202019
12Credit Suisse
27=HSBC
31Julius Baer
47=Pictet
54Citi
6Barclays
75Lombard Odier
8Standard Chartered
9Bank of Singapore (OCBC)
10Arab Bank
103UBS
Capital Markets and Advisory
20202019
1JPMorgan
2Goldman Sachs
3Credit Suisse
4Citi
5HSBC
6UBS
7Pictet
8Societe Generale
9BNP Paribas
10Julius Baer
10Morgan Stanley
ESG/Impact Investing
20202019
11Credit Suisse
24Pictet
32JPMorgan
46HSBC
5Lombard Odier
65UBS
73Julius Baer
89=ABN AMRO
88BNP Paribas
10BlackRock
10Deutsche Bank
10Societe Generale
Family Office Services
20202019
11JPMorgan
24Pictet
32Credit Suisse
43UBS
55=Lombard Odier
67Julius Baer
75=HSBC
88Citi
99Goldman Sachs
10UBP
International Clients
20202019
16=HSBC
21Credit Suisse
32JPMorgan
44Citi
55Julius Baer
63UBS
7Standard Chartered
89Pictet
9Barclays
10ABN AMRO
108BNP Paribas
Investment Management  
20202019
1JPMorgan
2Credit Suisse
3Pictet
4UBS
5Goldman Sachs
6BlackRock
6Citi
8HSBC
8Julius Baer
10Investcorp
Next Generation
20202019
1Credit Suisse
2JPMorgan
3UBS
4HSBC
5Pictet
6Lombard Odier
7Julius Baer
8Goldman Sachs
9Barclays
9Citi
Philanthropic Advice
20202019
11Credit Suisse
23UBS
34Pictet
42JPMorgan
55=HSBC
69Lombard Odier
7Barclays
75=Julius Baer
98Goldman Sachs
105=BNP Paribas
Research and Asset Allocation Advice
20202019
11JPMorgan
22Credit Suisse
33Goldman Sachs
44UBS
57Citi
69Deutsche Bank
76Pictet
8HSBC
9BNP Paribas
10Morgan Stanley
Serving Business Owners
20202019
1Credit Suisse
2HSBC
3Deutsche Bank
4JPMorgan
5Citi
6Standard Chartered
7Julius Baer
8BNP Paribas
9Qatar National Bank (QNB)
10UBS
Data Management and Security
20202019
1UBS
2Credit Suisse
3JPMorgan
4Pictet
5Goldman Sachs
6Citi
7HSBC
8Lombard Odier
9Julius Baer
10Societe Generale
10UBP
Innovative or Emerging Technology Adoption
20202019
1Credit Suisse
2UBS
3JPMorgan
4HSBC
5Citi
6Pictet
7Julius Baer
8Goldman Sachs
9Deutsche Bank
10BNP Paribas
Nordic & Baltics
Best Private Banking Services Overall
20202019
11Nordea
23SEB
35Swedbank
42Danske Bank
58Svenska Handelsbanken
6DNB Bank
7OP-Pohjola Group
84UBS
96=Credit Suisse
106=Carnegie
10LHV
Mega HNW (>$250m)
20202019
1UBS
2SEB
3Swedbank
4Nordea
5Danske Bank
6DNB Bank
7Credit Suisse
8Goldman Sachs
9JPMorgan
10Citadele banka
10Pareto
UHNW (>$30mln-$250mln)
20202019
1Swedbank
23Nordea
32SEB
41UBS
54Danske Bank
6Svenska Handelsbanken
79DNB Bank
85Credit Suisse
8OP-Pohjola Group
10Pareto
HNW ($5mln-$30mln)
20202019
12Nordea
21SEB
39Swedbank
43Danske Bank
56Svenska Handelsbanken
6DNB Bank
7OP-Pohjola Group
75UBS
9Alandsbanken
9LHV
Super Affluent ($1mln-$ 5mln)
20202019
15Swedbank
23SEB
31Nordea
42Danske Bank
5OP-Pohjola Group
6Saxo Bank
74Svenska Handelsbanken
8DNB Bank
8LHV
10Aktia
Capital Markets and Advisory
20202019
1SEB
2Nordea
3Swedbank
4Danske Bank
5Carnegie
6Svenska Handelsbanken
7Pareto
8UBS
9DNB Bank
10OP-Pohjola Group
ESG/Impact Investing
20202019
11Nordea
22SEB
36Swedbank
49Storebrand
57UBS
6Aktia
75Credit Suisse
73Danske Bank
9Alandsbanken
9KLP
98OP-Pohjola Group
94Svenska Handelsbanken
Family Office Services
20202019
11Nordea
22UBS
34SEB
45Danske Bank
53Credit Suisse
6Formuesforvaltning
6OP-Pohjola Group
6Svenska Handelsbanken
9Aval Family Office
9Deutsche Bank
9DNB Bank
9Swedbank
9Taaleritehdas
International Clients
20202019
16UBS
22Nordea
33SEB
4Svenska Handelsbanken
51Danske Bank
68=DNB Bank
75Credit Suisse
8Goldman Sachs
8HSBC
810Swedbank
Investment Management  
20202019
1Nordea
1SEB
3Danske Bank
4Swedbank
5UBS
6LHV
7Carnegie
8OP-Pohjola Group
9BlackRock
10Invalda (INVL)
10Storebrand
10Taaleritehdas
Next Generation
20202019
1Nordea
2UBS
3Danske Bank
4SEB
5OP-Pohjola Group
5Swedbank
7Credit Suisse
8Aktia
9Svenska Handelsbanken
10Alandsbanken
Philanthropic Advice
20202019
14UBS
21Nordea
23SEB
4Swedbank
52Credit Suisse
67Aktia
75Danske Bank
89=Alandsbanken
9OP-Pohjola Group
10JPMorgan
Research and Asset Allocation Advice
20202019
11SEB
22Nordea
36UBS
44Danske Bank
55Carnegie
57Swedbank
710=ABG Sundal Collier
8Pareto
9OP-Pohjola Group
10LHV
Serving Business Owners
20202019
1Swedbank
2Nordea
3SEB
4Svenska Handelsbanken
5Danske Bank
6OP-Pohjola Group
7DNB Bank
8SpareBank1
9Jyske Bank
10Carnegie
10Lewben Group
10UBS
Western Europe
Best Private Banking Services Overall
20202019
11UBS
22JPMorgan
33Credit Suisse
44BNP Paribas
55Pictet
66Julius Baer
7Barclays
88Santander
99ABN AMRO
107Deutsche Bank
Mega HNW (>$250m) 
20202019
1UBS
2JPMorgan
3Credit Suisse
4Goldman Sachs
5Pictet
6BNP Paribas
7Citi
8Santander
9Julius Baer
10ABN AMRO
UHNW (>$30mln-$250mln)
20202019
11UBS
22JPMorgan
33Credit Suisse
46Pictet
55Goldman Sachs
57Julius Baer
74BNP Paribas
89Santander
9Citi
10Barclays
HNW ($5mln-$30mln)
20202019
11UBS
22Credit Suisse
33BNP Paribas
44Julius Baer
55Pictet
68Santander
710Barclays
86JPMorgan
99ABN AMRO
10HSBC
Super Affluent ($1mln-$ 5mln)
20202019
11BNP Paribas
22UBS
33Credit Suisse
47Santander
56ABN AMRO
68HSBC
7Coutts
85Barclays
910Julius Baer
10BBVA
Capital Markets and Advisory
20202019
1Goldman Sachs
2JPMorgan
3UBS
4Credit Suisse
5BNP Paribas
6Santander
7Deutsche Bank
8ABN AMRO
8Morgan Stanley
10HSBC
ESG/Impact Investing
20202019
11UBS
22BNP Paribas
36Santander
44Pictet
53Credit Suisse
6Lombard Odier
75ABN AMRO
89Barclays
97JPMorgan
108Deutsche Bank
Family Office Services
20202019
11UBS
22Credit Suisse
33JPMorgan
44Pictet
56Santander
65BNP Paribas
79Goldman Sachs
8ABN AMRO
910Lombard Odier
108Julius Baer
International Clients
20202019
11UBS
22Credit Suisse
33JPMorgan
4HSBC
54Santander
65BNP Paribas
7Goldman Sachs
8Citi
96=Deutsche Bank
10Barclays
Investment Management  
20202019
1JPMorgan
2UBS
3Pictet
4BlackRock
5Credit Suisse
6Goldman Sachs
7Santander
8BNP Paribas
9Deutsche Bank
10Amundi
Next Generation
20202019
1UBS
2Credit Suisse
3Santander
4ABN AMRO
5JPMorgan
6Pictet
7BNP Paribas
8Deutsche Bank
9Barclays
10Julius Baer
Philanthropic Advice
20202019
11UBS
22Credit Suisse
33BNP Paribas
44JPMorgan
56Pictet
65Santander
77ABN AMRO
89Barclays
910Deutsche Bank
10Lombard Odier
Research and Asset Allocation Advice
20202019
12UBS
21JPMorgan
34Goldman Sachs
43Credit Suisse
57Santander
610Pictet
76Deutsche Bank
85BNP Paribas
9Lombard Odier
108Morgan Stanley
Serving Business Owners
20202019
1UBS
2Credit Suisse
3JPMorgan
4BNP Paribas
5Santander
6Barclays
7ABN AMRO
8Deutsche Bank
9HSBC
10Goldman Sachs
Data Management and Security
20202019
1UBS
2Credit Suisse
3JPMorgan
4Santander
5Pictet
6ABN AMRO
7BNP Paribas
8Lombard Odier
9Barclays
10Julius Baer
Innovative or Emerging Technology Adoption
20202019
1UBS
2BNP Paribas
3Credit Suisse
4JPMorgan
5Santander
6Lombard Odier
7ABN AMRO
8ING
9Goldman Sachs
10BBVA
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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.