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Surveys

Private Banking and Wealth Management Survey 2020: Regional Results



Africa

Asia Pacific

Central & Eastern Europe

Latin America 

Middle East 

Nordics & Baltics

Western Europe





By Region
Africa
Best Private Banking Services Overall
2020 2019
1 1 Absa (Barclays)
2 10 UBS
3 2 Investec
4 7 Standard Chartered
5 4= RMB Private Bank
5 3 Standard Bank
Mega HNW (>$250m) 
2020 2019
1 UBS
2 Citi
3 JPMorgan
UHNW (>$30mln-$250mln)
2020 2019
1 Standard Chartered
2 UBS
3 2 Investec
HNW ($5mln-$30mln)
2020 2019
1 3 Investec
2 5 Standard Bank
3 9 UBS
Super Affluent ($1mln-$ 5mln)
2020 2019
1 4 Investec
2 7 Standard Bank
3 5= FNB Private Wealth
Capital Markets and Advisory
2020 2019
1 Standard Bank
2 JPMorgan
3 Standard Chartered
ESG/Impact Investing
2020 2019
1 1 UBS
2 5 Nedbank Private Wealth
3 2= Absa (Barclays)
3 4 Standard Bank
Family Office Services
2020 2019
1 1= Stonehage Fleming
2 UBS
3 Maitland
International Clients
2020 2019
1 Standard Chartered
2 1 Absa (Barclays)
3 5 Investec
3 3 Standard Bank
Next Generation
2020 2019
1 UBS
2 Standard Bank
3 Investec
Philanthropic Advice
2020 2019
1 9= UBS
2 1 Absa (Barclays)
2 Citi
Research and Asset Allocation Advice
2020 2019
1 7= UBS
2 1 Absa (Barclays)
3 3 JPMorgan
Serving Business Owners
2020 2019
1 Standard Bank
2 Standard Chartered
3 Investec
Data Management and Security
2020 2019
1 Absa (Barclays)
2 UBS
3 Investec
Innovative or Emerging Technology Adoption
2020 2019
1 FNB Private Wealth
2 Standard Bank
3 Citi
Asia Pacific
Best Private Banking Services Overall
2020 2019
1 2 UBS
2 1 Credit Suisse
3 3 Citi
4 5 HSBC
5 7 Julius Baer
6 8 JPMorgan
7 China Merchants Bank
8 9 Maybank
9 KEB Hana Bank
10 Bank of Singapore (OCBC)
Mega HNW (>$250m) 
2020 2019
1 UBS
2 Credit Suisse
3 JPMorgan
4 Citi
5 Goldman Sachs
6 HSBC
7 Julius Baer
8 Maybank
9 Morgan Stanley
10 CTBC Bank (Chinatrust Commercial Bank)
UHNW (>$30mln-$250mln)
2020 2019
1 2 UBS
2 3 Citi
3 1 Credit Suisse
4 5 JPMorgan
5 7 HSBC
6 8 Julius Baer
7 6 Goldman Sachs
8 CTBC Bank (Chinatrust Commercial Bank)
9 9 KEB Hana Bank
10 IIFL Private Wealth Management
HNW ($5mln-$30mln)
2020 2019
1 1 Citi
2 3 UBS
3 2 Credit Suisse
4 5 HSBC
5 7 Julius Baer
6 Bank of Singapore (OCBC)
7 6 DBS Bank
8 Standard Chartered
9 China Merchants Bank
10 Maybank
Super Affluent ($1mln-$ 5mln)
2020 2019
1 1 Citi
2 3 DBS Bank
3 4 HSBC
4 2 UBS
5 8= Julius Baer
6 Standard Chartered
7 Bank of Singapore (OCBC)
8 8= Maybank
9 UOB
10 7 Credit Suisse
Capital Markets and Advisory
2020 2019
1 Goldman Sachs
2 Citi
3 Credit Suisse
4 JPMorgan
5 UBS
6 Morgan Stanley
7 Julius Baer
8 IIFL Private Wealth Management
9 Nomura
10 HSBC
ESG/Impact Investing
2020 2019
1 1 UBS
2 3 Citi
3 4 Credit Suisse
4 6 HSBC
5 5 JPMorgan
6 8 Julius Baer
7 China Merchants Bank
8 CTBC Bank (Chinatrust Commercial Bank)
9 Agricultural Bank of China
10 7 KEB Hana Bank
Family Office Services
2020 2019
1 2 UBS
2 1 Credit Suisse
3 4 Citi
4 6 JPMorgan
5 5 HSBC
6 7 Julius Baer
7 China Merchants Bank
8 10 CTBC Bank (Chinatrust Commercial Bank)
9 8 KEB Hana Bank
10 Mitsubishi UFJ Morgan Stanley PB Securities
International Clients
2020 2019
1 1 Citi
2 6 HSBC
3 2 UBS
4 3 Credit Suisse
5 Standard Chartered
6 China Merchants Bank
7 Julius Baer
8 Bank of China
9 IIFL Private Wealth Management
10 Mitsubishi UFJ Morgan Stanley PB Securities
Investment Management  
2020 2019
1 JPMorgan
2 Citi
3 UBS
4 Credit Suisse
5 Goldman Sachs
6 BlackRock
7 HSBC
8 Julius Baer
9 China Merchants Bank
10 Pimco
Next Generation
2020 2019
1 UBS
2 Citi
3 Credit Suisse
4 HSBC
5 JPMorgan
6 Julius Baer
7 China Construction Bank
8 China Merchants Bank
9 IIFL Private Wealth Management
10 CTBC Bank (Chinatrust Commercial Bank)
Philanthropic Advice
2020 2019
1 2 UBS
2 1 Credit Suisse
3 4 Citi
4 5 HSBC
5 6 JPMorgan
6 10 Julius Baer
7 9 CTBC Bank (Chinatrust Commercial Bank)
8 7 KEB Hana Bank
9 Mitsubishi UFJ Morgan Stanley PB Securities
10 China Merchants Bank
Research and Asset Allocation Advice
2020 2019
1 4 JPMorgan
2 1 Citi
3 2 UBS
4 3 Credit Suisse
5 8 Goldman Sachs
6 6 Morgan Stanley
7 China Merchants Bank
8 10= Julius Baer
9 CTBC Bank (Chinatrust Commercial Bank)
10 IIFL Private Wealth Management
Serving Business Owners
2020 2019
1 HSBC
2 Citi
3 DBS Bank
4 UBS
5 Credit Suisse
6 Standard Chartered
7 China Merchants Bank
8 Julius Baer
9 UOB
10 CTBC Bank (Chinatrust Commercial Bank)
Data Management and Security
2020 2019
1 Citi
2 UBS
3 Credit Suisse
4 HSBC
5 DBS Bank
6 JPMorgan
7 China Merchants Bank
8 Julius Baer
9 IIFL Private Wealth Management
10 CTBC Bank (Chinatrust Commercial Bank)
Innovative or Emerging Technology Adoption
2020 2019
1 Citi
2 DBS Bank
3 UBS
4 HSBC
5 Credit Suisse
6 China Merchants Bank
7 JPMorgan
8 Maybank
9 IIFL Private Wealth Management
10 CTBC Bank (Chinatrust Commercial Bank)
Central & Eastern Europe
Best Private Banking Services Overall
2020 2019
1 2 UniCredit
2 10= BNP Paribas
3 3 Erste Bank
4 1 Raiffeisen Bank International
5 10= UBS
6 Julius Baer
7 4 Credit Suisse
8 OTP Bank
9 Citi
10 7= Intesa Sanpaolo
Mega HNW (>$250m) 
2020 2019
1 UBS
2 UniCredit
3 JPMorgan
4 Citi
5 Erste Bank
6 Julius Baer
7 Credit Suisse
8 BNP Paribas
9 Pictet
10 OTP Bank
UHNW (>$30mln-$250mln)
2020 2019
1 2 UBS
2 1 UniCredit
3 5 Erste Bank
4 Julius Baer
5 Citi
6 3 Credit Suisse
7 6 BNP Paribas
8 4 Raiffeisen Bank International
9 Pictet
10 JPMorgan
HNW ($5mln-$30mln)
2020 2019
1 1 UniCredit
2 2 Raiffeisen Bank International
3 8= UBS
4 3 Erste Bank
5 10 Julius Baer
6 7 BNP Paribas
7 OTP Bank
8 5 Intesa Sanpaolo
9 Citi
10 8= Credit Suisse
Super Affluent ($1mln-$ 5mln)
2020 2019
1 1 UniCredit
2 2 Raiffeisen Bank International
3 3 Erste Bank
4 OTP Bank
5 5 BNP Paribas
6 Julius Baer
7 Citi
8 7 Societe Generale
9 4 Intesa Sanpaolo
10 8= UBS
Capital Markets and Advisory
2020 2019
1 Erste Bank
2 UniCredit
3 BNP Paribas
3 Raiffeisen Bank International
5 UBS
6 OTP Bank
7 Citi
8 JPMorgan
9 Julius Baer
10 Goldman Sachs
10 Intesa Sanpaolo
ESG/Impact Investing
2020 2019
1 2 Erste Bank
2 8= BNP Paribas
3 KBC
3 3 UBS
5 4 UniCredit
6 1 Credit Suisse
7 ING
7 OTP Bank
9 Commerzbank
9 5 Raiffeisen Bank International
9 6 Societe Generale
Family Office Services
2020 2019
1 1 UBS
2 2 UniCredit
3 5 Credit Suisse
4 10 BNP Paribas
4 Pictet
6 Julius Baer
7 8 Erste Bank
8 JPMorgan
9 4 Raiffeisen Bank International
10 Alfa Bank
10 7 Rothschild
International Clients
2020 2019
1 Citi
2 2 Raiffeisen Bank International
3 4 UBS
4 3 Erste Bank
4 1 UniCredit
6 8 BNP Paribas
7 6= Credit Suisse
8 KBC
9 6= OTP Bank
10 5 Intesa Sanpaolo
Investment Management  
2020 2019
1 UniCredit
2 BNP Paribas
3 Erste Bank
4 OTP Bank
5 Raiffeisen Bank International
5 UBS
7 Intesa Sanpaolo
8 JPMorgan
9 Fidelity Investments
9 Pictet
Next Generation
2020 2019
1 UBS
2 Raiffeisen Bank International
3 Erste Bank
4 OTP Bank
5 BNP Paribas
5 ING
7 Commerzbank
8 KBC
8 UniCredit
10 Credit Suisse
Philanthropic Advice
2020 2019
1 2 UniCredit
2 3 Erste Bank
3 5 Credit Suisse
4 4 UBS
5 9 Rothschild
6 6 BNP Paribas
7 ING
7 Intesa Sanpaolo
9 1 Raiffeisen Bank International
10 BloChamps Capital
10 KBC
Research and Asset Allocation Advice
2020 2019
1 1 UniCredit
2 2 Erste Bank
3 5 UBS
4 3 Credit Suisse
5 4 Raiffeisen Bank International
6 OTP Bank
7 Intesa Sanpaolo
8 Citi
9 BNP Paribas
9 7 JPMorgan
9 KBC
Serving Business Owners
2020 2019
1 Erste Bank
2 Raiffeisen Bank International
3 UniCredit
4 BNP Paribas
5 KBC
6 OTP Bank
7 Societe Generale
8 Commerzbank
8 Credit Suisse
10 Garanti Bank
Data Management and Security
2020 2019
1 Erste Bank
2 UniCredit
3 OTP Bank
4 Raiffeisen Bank International
5 BNP Paribas
6 Credit Suisse
7 KBC
8 UBS
9 Commerzbank
10 Citi
Innovative or Emerging Technology Adoption
2020 2019
1 OTP Bank
2 Erste Bank
3 BNP Paribas
4 UniCredit
5 KBC
6 Raiffeisen Bank International
7 Garanti Bank
8 Citi
8 Commerzbank
10 Credit Suisse
10 PrivatBank
Latin America
Best Private Banking Services Overall
2020 2019
1 2 JPMorgan
2 1 Santander
3 7 UBS
4 3 Credit Suisse
5 4 Citi
6 9 Morgan Stanley
7 Credicorp Capital
8 5 Banco Itau
9 6 BTG Pactual
10 Scotiabank
 Mega HNW (>$250m) 
2020 2019
1 JPMorgan
2 Santander
3 UBS
4 Credit Suisse
5 Goldman Sachs
6 Citi
7 Banco Itau
8 Morgan Stanley
9 BTG Pactual
10 HSBC
UHNW (>$30mln-$250mln)
2020 2019
1 2 JPMorgan
2 1 Santander
3 7 UBS
4 5 Citi
5 3 Credit Suisse
6 10 Morgan Stanley
7 4 Banco Itau
8 Pictet
9 6 BTG Pactual
10 8 Goldman Sachs
HNW ($5mln-$30mln)
2020 2019
1 1 Santander
2 2 JPMorgan
3 9 Morgan Stanley
4 5 Citi
5 7 UBS
6 3 Credit Suisse
7 4 Banco Itau
8 Julius Baer
9 6 BTG Pactual
10 Credicorp Capital
Super Affluent ($1mln-$ 5mln)
2020 2019
1 1 Santander
2 2 Citi
3 6 Morgan Stanley
4 JPMorgan
5 Credicorp Capital
5 UBS
7 5 Banco Itau
8 3 BTG Pactual
9 Julius Baer
10 Scotiabank
Capital Markets and Advisory
2020 2019
1 JPMorgan
2 Santander
3 Citi
4 Goldman Sachs
5 UBS
6 Morgan Stanley
7 Credit Suisse
8 BTG Pactual
9 Banco Itau
10 Scotiabank
ESG/Impact Investing
2020 2019
1 1 Santander
2 3 JPMorgan
3 6= UBS
4 2 Credit Suisse
5 10 Pictet
6 4 Citi
7 5 Banco Itau
8 HSBC
9 Scotiabank
10 BTG Pactual
10 Julius Baer
Family Office Services
2020 2019
1 2 JPMorgan
2 1 Santander
3 6 UBS
4 8 Citi
5 Credicorp Capital
6 4 BTG Pactual
7 3 Credit Suisse
8 5 Banco Itau
9 7 Pictet
10 HSBC
International Clients
2020 2019
1 2 JPMorgan
2 6 Citi
3 1 Santander
4 7 UBS
5 3 Credit Suisse
6 HSBC
7 Scotiabank
8 9 Morgan Stanley
9 4 Banco Itau
10 8 BTG Pactual
Investment Management  
2020 2019
1 JPMorgan
2 Santander
3 Credit Suisse
4 UBS
5 Goldman Sachs
6 Citi
7 Banco Itau
8 BTG Pactual
9 Scotiabank
10 HSBC
Next Generation
2020 2019
1 JPMorgan
2 Santander
3 UBS
4 Citi
5 Credit Suisse
6 Banco Itau
7 BTG Pactual
8 HSBC
9 Morgan Stanley
10 Banco de Chile
Philanthropic Advice
2020 2019
1 2 JPMorgan
2 4 UBS
3 1 Santander
4 3 Credit Suisse
5 6 Citi
6 HSBC
7 5 Banco Itau
8 7 Pictet
9 Julius Baer
10 Scotiabank
Research and Asset Allocation Advice
2020 2019
1 1 JPMorgan
2 2 Santander
3 3 Credit Suisse
4 7 Citi
5 5= UBS
6 5= Banco Itau
7 4 Goldman Sachs
8 8 BTG Pactual
9 10 Morgan Stanley
10 HSBC
Serving Business Owners
2020 2019
1 Santander
2 JPMorgan
3 Citi
4 UBS
5 Banco Itau
6 Credit Suisse
6 Scotiabank
8 BTG Pactual
9 Morgan Stanley
10 HSBC
Data Management and Security
2020 2019
1 JPMorgan
2 Santander
3 UBS
4 Citi
5 Banco Itau
6 Credit Suisse
7 BTG Pactual
8 Pictet
9 HSBC
10 Scotiabank
Innovative or Emerging Technology Adoption
2020 2019
1 JPMorgan
2 Santander
3 Citi
4 UBS
5 Banco Itau
6 Credit Suisse
7 BTG Pactual
8 HSBC
9 Scotiabank
10 Banco de Chile
Middle East
Best Private Banking Services Overall
2020 2019
1 1 Credit Suisse
2 2 JPMorgan
3 3 UBS
4 5 Pictet
5 9 HSBC
6 4 Julius Baer
7 6= BNP Paribas
8 6= Citi
9 Lombard Odier
10 Bank of Singapore (OCBC)
Mega HNW (>$250m) 
2020 2019
1 JPMorgan
2 Credit Suisse
3 UBS
4 Pictet
5 Goldman Sachs
6 HSBC
7 Julius Baer
8 Citi
9 Lombard Odier
10 BNP Paribas
10 Merrill
10 National Commercial Bank
UHNW (>$30mln-$250mln)
2020 2019
1 2 Credit Suisse
2 1 JPMorgan
3 4 Pictet
4 6 Julius Baer
5 8 HSBC
6 3 UBS
7 7 Citi
8 5 Goldman Sachs
9 BNP Paribas
10 Commercial Bank of Qatar
HNW ($5mln-$30mln)
2020 2019
1 1 Credit Suisse
2 2 Julius Baer
3 4 Pictet
4 3 UBS
5 6= HSBC
6 10 Barclays
7 5 JPMorgan
8 6= Citi
9 8 Lombard Odier
10 National Commercial Bank
Super Affluent ($1mln-$ 5mln)
2020 2019
1 2 Credit Suisse
2 7= HSBC
3 1 Julius Baer
4 7= Pictet
5 4 Citi
6 Barclays
7 5 Lombard Odier
8 Standard Chartered
9 Bank of Singapore (OCBC)
10 Arab Bank
10 3 UBS
Capital Markets and Advisory
2020 2019
1 JPMorgan
2 Goldman Sachs
3 Credit Suisse
4 Citi
5 HSBC
6 UBS
7 Pictet
8 Societe Generale
9 BNP Paribas
10 Julius Baer
10 Morgan Stanley
ESG/Impact Investing
2020 2019
1 1 Credit Suisse
2 4 Pictet
3 2 JPMorgan
4 6 HSBC
5 Lombard Odier
6 5 UBS
7 3 Julius Baer
8 9= ABN AMRO
8 8 BNP Paribas
10 BlackRock
10 Deutsche Bank
10 Societe Generale
Family Office Services
2020 2019
1 1 JPMorgan
2 4 Pictet
3 2 Credit Suisse
4 3 UBS
5 5= Lombard Odier
6 7 Julius Baer
7 5= HSBC
8 8 Citi
9 9 Goldman Sachs
10 UBP
International Clients
2020 2019
1 6= HSBC
2 1 Credit Suisse
3 2 JPMorgan
4 4 Citi
5 5 Julius Baer
6 3 UBS
7 Standard Chartered
8 9 Pictet
9 Barclays
10 ABN AMRO
10 8 BNP Paribas
Investment Management  
2020 2019
1 JPMorgan
2 Credit Suisse
3 Pictet
4 UBS
5 Goldman Sachs
6 BlackRock
6 Citi
8 HSBC
8 Julius Baer
10 Investcorp
Next Generation
2020 2019
1 Credit Suisse
2 JPMorgan
3 UBS
4 HSBC
5 Pictet
6 Lombard Odier
7 Julius Baer
8 Goldman Sachs
9 Barclays
9 Citi
Philanthropic Advice
2020 2019
1 1 Credit Suisse
2 3 UBS
3 4 Pictet
4 2 JPMorgan
5 5= HSBC
6 9 Lombard Odier
7 Barclays
7 5= Julius Baer
9 8 Goldman Sachs
10 5= BNP Paribas
Research and Asset Allocation Advice
2020 2019
1 1 JPMorgan
2 2 Credit Suisse
3 3 Goldman Sachs
4 4 UBS
5 7 Citi
6 9 Deutsche Bank
7 6 Pictet
8 HSBC
9 BNP Paribas
10 Morgan Stanley
Serving Business Owners
2020 2019
1 Credit Suisse
2 HSBC
3 Deutsche Bank
4 JPMorgan
5 Citi
6 Standard Chartered
7 Julius Baer
8 BNP Paribas
9 Qatar National Bank (QNB)
10 UBS
Data Management and Security
2020 2019
1 UBS
2 Credit Suisse
3 JPMorgan
4 Pictet
5 Goldman Sachs
6 Citi
7 HSBC
8 Lombard Odier
9 Julius Baer
10 Societe Generale
10 UBP
Innovative or Emerging Technology Adoption
2020 2019
1 Credit Suisse
2 UBS
3 JPMorgan
4 HSBC
5 Citi
6 Pictet
7 Julius Baer
8 Goldman Sachs
9 Deutsche Bank
10 BNP Paribas
Nordic & Baltics
Best Private Banking Services Overall
2020 2019
1 1 Nordea
2 3 SEB
3 5 Swedbank
4 2 Danske Bank
5 8 Svenska Handelsbanken
6 DNB Bank
7 OP-Pohjola Group
8 4 UBS
9 6= Credit Suisse
10 6= Carnegie
10 LHV
Mega HNW (>$250m)
2020 2019
1 UBS
2 SEB
3 Swedbank
4 Nordea
5 Danske Bank
6 DNB Bank
7 Credit Suisse
8 Goldman Sachs
9 JPMorgan
10 Citadele banka
10 Pareto
UHNW (>$30mln-$250mln)
2020 2019
1 Swedbank
2 3 Nordea
3 2 SEB
4 1 UBS
5 4 Danske Bank
6 Svenska Handelsbanken
7 9 DNB Bank
8 5 Credit Suisse
8 OP-Pohjola Group
10 Pareto
HNW ($5mln-$30mln)
2020 2019
1 2 Nordea
2 1 SEB
3 9 Swedbank
4 3 Danske Bank
5 6 Svenska Handelsbanken
6 DNB Bank
7 OP-Pohjola Group
7 5 UBS
9 Alandsbanken
9 LHV
Super Affluent ($1mln-$ 5mln)
2020 2019
1 5 Swedbank
2 3 SEB
3 1 Nordea
4 2 Danske Bank
5 OP-Pohjola Group
6 Saxo Bank
7 4 Svenska Handelsbanken
8 DNB Bank
8 LHV
10 Aktia
Capital Markets and Advisory
2020 2019
1 SEB
2 Nordea
3 Swedbank
4 Danske Bank
5 Carnegie
6 Svenska Handelsbanken
7 Pareto
8 UBS
9 DNB Bank
10 OP-Pohjola Group
ESG/Impact Investing
2020 2019
1 1 Nordea
2 2 SEB
3 6 Swedbank
4 9 Storebrand
5 7 UBS
6 Aktia
7 5 Credit Suisse
7 3 Danske Bank
9 Alandsbanken
9 KLP
9 8 OP-Pohjola Group
9 4 Svenska Handelsbanken
Family Office Services
2020 2019
1 1 Nordea
2 2 UBS
3 4 SEB
4 5 Danske Bank
5 3 Credit Suisse
6 Formuesforvaltning
6 OP-Pohjola Group
6 Svenska Handelsbanken
9 Aval Family Office
9 Deutsche Bank
9 DNB Bank
9 Swedbank
9 Taaleritehdas
International Clients
2020 2019
1 6 UBS
2 2 Nordea
3 3 SEB
4 Svenska Handelsbanken
5 1 Danske Bank
6 8= DNB Bank
7 5 Credit Suisse
8 Goldman Sachs
8 HSBC
8 10 Swedbank
Investment Management  
2020 2019
1 Nordea
1 SEB
3 Danske Bank
4 Swedbank
5 UBS
6 LHV
7 Carnegie
8 OP-Pohjola Group
9 BlackRock
10 Invalda (INVL)
10 Storebrand
10 Taaleritehdas
Next Generation
2020 2019
1 Nordea
2 UBS
3 Danske Bank
4 SEB
5 OP-Pohjola Group
5 Swedbank
7 Credit Suisse
8 Aktia
9 Svenska Handelsbanken
10 Alandsbanken
Philanthropic Advice
2020 2019
1 4 UBS
2 1 Nordea
2 3 SEB
4 Swedbank
5 2 Credit Suisse
6 7 Aktia
7 5 Danske Bank
8 9= Alandsbanken
9 OP-Pohjola Group
10 JPMorgan
Research and Asset Allocation Advice
2020 2019
1 1 SEB
2 2 Nordea
3 6 UBS
4 4 Danske Bank
5 5 Carnegie
5 7 Swedbank
7 10= ABG Sundal Collier
8 Pareto
9 OP-Pohjola Group
10 LHV
Serving Business Owners
2020 2019
1 Swedbank
2 Nordea
3 SEB
4 Svenska Handelsbanken
5 Danske Bank
6 OP-Pohjola Group
7 DNB Bank
8 SpareBank1
9 Jyske Bank
10 Carnegie
10 Lewben Group
10 UBS
Western Europe
Best Private Banking Services Overall
2020 2019
1 1 UBS
2 2 JPMorgan
3 3 Credit Suisse
4 4 BNP Paribas
5 5 Pictet
6 6 Julius Baer
7 Barclays
8 8 Santander
9 9 ABN AMRO
10 7 Deutsche Bank
Mega HNW (>$250m) 
2020 2019
1 UBS
2 JPMorgan
3 Credit Suisse
4 Goldman Sachs
5 Pictet
6 BNP Paribas
7 Citi
8 Santander
9 Julius Baer
10 ABN AMRO
UHNW (>$30mln-$250mln)
2020 2019
1 1 UBS
2 2 JPMorgan
3 3 Credit Suisse
4 6 Pictet
5 5 Goldman Sachs
5 7 Julius Baer
7 4 BNP Paribas
8 9 Santander
9 Citi
10 Barclays
HNW ($5mln-$30mln)
2020 2019
1 1 UBS
2 2 Credit Suisse
3 3 BNP Paribas
4 4 Julius Baer
5 5 Pictet
6 8 Santander
7 10 Barclays
8 6 JPMorgan
9 9 ABN AMRO
10 HSBC
Super Affluent ($1mln-$ 5mln)
2020 2019
1 1 BNP Paribas
2 2 UBS
3 3 Credit Suisse
4 7 Santander
5 6 ABN AMRO
6 8 HSBC
7 Coutts
8 5 Barclays
9 10 Julius Baer
10 BBVA
Capital Markets and Advisory
2020 2019
1 Goldman Sachs
2 JPMorgan
3 UBS
4 Credit Suisse
5 BNP Paribas
6 Santander
7 Deutsche Bank
8 ABN AMRO
8 Morgan Stanley
10 HSBC
ESG/Impact Investing
2020 2019
1 1 UBS
2 2 BNP Paribas
3 6 Santander
4 4 Pictet
5 3 Credit Suisse
6 Lombard Odier
7 5 ABN AMRO
8 9 Barclays
9 7 JPMorgan
10 8 Deutsche Bank
Family Office Services
2020 2019
1 1 UBS
2 2 Credit Suisse
3 3 JPMorgan
4 4 Pictet
5 6 Santander
6 5 BNP Paribas
7 9 Goldman Sachs
8 ABN AMRO
9 10 Lombard Odier
10 8 Julius Baer
International Clients
2020 2019
1 1 UBS
2 2 Credit Suisse
3 3 JPMorgan
4 HSBC
5 4 Santander
6 5 BNP Paribas
7 Goldman Sachs
8 Citi
9 6= Deutsche Bank
10 Barclays
Investment Management  
2020 2019
1 JPMorgan
2 UBS
3 Pictet
4 BlackRock
5 Credit Suisse
6 Goldman Sachs
7 Santander
8 BNP Paribas
9 Deutsche Bank
10 Amundi
Next Generation
2020 2019
1 UBS
2 Credit Suisse
3 Santander
4 ABN AMRO
5 JPMorgan
6 Pictet
7 BNP Paribas
8 Deutsche Bank
9 Barclays
10 Julius Baer
Philanthropic Advice
2020 2019
1 1 UBS
2 2 Credit Suisse
3 3 BNP Paribas
4 4 JPMorgan
5 6 Pictet
6 5 Santander
7 7 ABN AMRO
8 9 Barclays
9 10 Deutsche Bank
10 Lombard Odier
Research and Asset Allocation Advice
2020 2019
1 2 UBS
2 1 JPMorgan
3 4 Goldman Sachs
4 3 Credit Suisse
5 7 Santander
6 10 Pictet
7 6 Deutsche Bank
8 5 BNP Paribas
9 Lombard Odier
10 8 Morgan Stanley
Serving Business Owners
2020 2019
1 UBS
2 Credit Suisse
3 JPMorgan
4 BNP Paribas
5 Santander
6 Barclays
7 ABN AMRO
8 Deutsche Bank
9 HSBC
10 Goldman Sachs
Data Management and Security
2020 2019
1 UBS
2 Credit Suisse
3 JPMorgan
4 Santander
5 Pictet
6 ABN AMRO
7 BNP Paribas
8 Lombard Odier
9 Barclays
10 Julius Baer
Innovative or Emerging Technology Adoption
2020 2019
1 UBS
2 BNP Paribas
3 Credit Suisse
4 JPMorgan
5 Santander
6 Lombard Odier
7 ABN AMRO
8 ING
9 Goldman Sachs
10 BBVA

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