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Surveys

Private Banking and Wealth Management Survey 2020: Domestic Results A-C












Domestic
Argentina
Best Private Banking Services Overall
2020 2019
1 2 JPMorgan
2 1 Santander
3 Julius Baer
4 3= Pictet
4 5= UBS
Mega HNW (>$250m) 
2020 2019
1 JPMorgan
UHNW (>$30mln-$250mln)
2020 2019
1 1= JPMorgan
2 8 Pictet
3 3 Santander
4 5= UBS
5 4 Credit Suisse
5 9= Julius Baer
HNW ($5mln-$30mln)
2020 2019
1 7= JPMorgan
2 Julius Baer
3 1 Santander
Super Affluent ($1mln-$ 5mln)
2020 2019
1 1 Santander
Capital Markets and Advisory
2020 2019
1 JPMorgan
2 Goldman Sachs
3 Santander
4 UBS
5 Credit Suisse
ESG/Impact Investing
2020 2019
1 UBS
2 2 Credit Suisse
3 3 JPMorgan
4 Santander
5 5= Julius Baer
Family Office Services
2020 2019
1 6= JPMorgan
2 2= Santander
International Clients
2020 2019
1 2 JPMorgan
2 UBS
Investment Management  
2020 2019
1 JPMorgan
2 BlackRock
2 Santander
4 Goldman Sachs
5 Credit Suisse
Next Generation
2020 2019
1 JPMorgan
2 Santander
2 UBS
4 Credit Suisse
Philanthropic Advice
2020 2019
1 2 JPMorgan
2 6 UBS
3 3 Credit Suisse
4 Julius Baer
5 BBVA
5 Citi
Research and Asset Allocation Advice
2020 2019
1 1 JPMorgan
Serving Business Owners
2020 2019
1 JPMorgan
2 Santander
3 BBVA
4 UBS
Data Management and Security
2020 2019
1 JPMorgan
2 UBS
3 Credit Suisse
4 Santander
5 Citi
5 Morgan Stanley
Innovative or Emerging Technology Adoption
2020 2019
1 JPMorgan
2 Morgan Stanley
3 Citi
3 Santander
5 Credit Suisse
5 UBS
Australia
Best Private Banking Services Overall
2020 2019
1 9= ANZ
Mega HNW (>$250m) 
2020 2019
1 ANZ
2 Koda Capital
3 Commonwealth Bank
4 Escala Partners
4 JPMorgan
UHNW (>$30mln-$250mln)
2020 2019
1 6= National Australia Bank
2 4= Westpac
3 Bennelong Group
4 ABN AMRO
4 3 Escala Partners
HNW ($5mln-$30mln)
2020 2019
1 Commonwealth Bank
2 1= Escala Partners
3 9= ANZ
4 Afrinvest West Africa
4 3 Macquarie
Super Affluent ($1mln-$ 5mln)
2020 2019
1 5= ANZ
1 1 Macquarie
Capital Markets and Advisory
2020 2019
1 UBS
2 Macquarie
3 Citi
3 Deutsche Bank
5 ANZ
5 Escala Partners
ESG/Impact Investing
2020 2019
1 3= Escala Partners
1 Impact Investing Australia
3 BlackRock
Family Office Services
2020 2019
1 1 Mutual Trust
2 2= Escala Partners
International Clients
2020 2019
1 1= Macquarie
2 3= ANZ
3 8= Escala Partners
3 Morgan Stanley
5 5= Deutsche Bank
5 Westpac
Investment Management  
2020 2019
1 Magellan Financial Group
2 Vanguard
Next Generation
2020 2019   
1   ANZ
  Commonwealth Bank
3   Mutual Trust
Philanthropic Advice
2020 2019
1 7= National Australia Bank
2 7= Mutual Trust
3 2= Escala Partners
4 Impact Investing Australia
5 Australian Executor Trustees
5 Evans & Partners (Australia)
Research and Asset Allocation Advice
2020 2019
1 Mercer
2 Morningstar
3 Escala Partners
3 JPMorgan
Serving Business Owners
2020 2019
1 National Australia Bank
2 ANZ
2 Westpac
4 Commonwealth Bank
5 Escala Partners
Data Management and Security
2020 2019
1 Commonwealth Bank
2 ANZ
3 Westpac
4 National Australia Bank
5 Macquarie
Innovative or Emerging Technology Adoption
2020 2019
1 Commonwealth Bank
2 ANZ
2 Macquarie
Austria
Best Private Banking Services Overall
2020 2019
1 1 UBS
2 2 Bank Gutmann
3 7 LGT
4 5 Credit Suisse
5 6 Bankhaus Spangler
Mega HNW (>$250m) 
2020 2019
1 UBS
2 Credit Suisse
3 LGT
UHNW (>$30mln-$250mln)
2020 2019
1 1 UBS
2 2 Credit Suisse
2 5 LGT
4 6 Bank Gutmann
5 ABN AMRO
HNW ($5mln-$30mln)
2020 2019
1 1 Bank Gutmann
2 6 LGT
3 5 UBS
4 3= Credit Suisse
5 3= Bankhaus Spangler
5 7= Erste Bank
Super Affluent ($1mln-$ 5mln)
2020 2019
1 3= Bankhaus Spangler
2 2 Bank Gutmann
3 3= Erste Bank
4 1 Schoellerbank (UniCredit)
5 Kathrein Privatbank AG
Capital Markets and Advisory
2020 2019
1 Credit Suisse
1 UBS
3 Erste Bank
4 LGT
5 Raiffeisen Bank International
ESG/Impact Investing
2020 2019
1 LGT
2 2= Schelhammer & Schattera
3 1 UBS
4 4 Raiffeisen Bank International
5 2= Erste Bank
Family Office Services
2020 2019
1 1 Bankhaus Spangler
2 6 DALE Investment Advisors
3 5 Bank Gutmann
International Clients
2020 2019
1 3 UBS
2 2 Credit Suisse
3 4= Raiffeisen Bank International
4 4= LGT
5 ABN AMRO
Investment Management  
2020 2019
1 UBS
2 LGT
3 JPMorgan
4 Credit Suisse
5 BlackRock
Next Generation
2020 2019
1 Bankhaus Spangler
1 ABN AMRO
3 LGT
4 UBS
Philanthropic Advice
2020 2019
1 5 LGT
2 2 UBS
3 7= Bankhaus Spangler
4 1 Erste Bank
5 4 Bank Gutmann
5 Deutsche Bank
Research and Asset Allocation Advice
2020 2019
1 1 UBS
2 2 Credit Suisse
3 4 Deutsche Bank
4 7 LGT
5 5 Raiffeisen Bank International
Serving Business Owners
2020 2019
1 Erste Bank
2 UBS
3 Raiffeisen Bank International
4 LGT
5 Credit Suisse
Data Management and Security
2020 2019
1 UBS
2 LGT
3 Erste Bank
4 Credit Suisse
5 Bank Gutmann
Innovative or Emerging Technology Adoption
2020 2019
1 UBS
2 Erste Bank
3 N26
4 Raiffeisen Bank International
5 Credit Suisse
Belgium
Best Private Banking Services Overall
2020 2019
1 1 KBC
2 2 BNP Paribas Fortis
3 5 ABN AMRO
3 8 Belfius Bank
5 4 Degroof Petercam
Mega HNW (>$250m) 
2020 2019
1 KBC
2 ABN AMRO
2 Degroof Petercam
4 Belfius Bank
5 Bank Delen
UHNW (>$30mln-$250mln)
2020 2019
1 2 KBC
2 1 BNP Paribas Fortis
3 7= ABN AMRO
4 4 Bank Delen
5 3 Degroof Petercam
HNW ($5mln-$30mln)
2020 2019
1 2 KBC
2 3 Bank Delen
Super Affluent ($1mln-$ 5mln)
2020 2019
1 2 KBC
2 5 ING
3 1 BNP Paribas Fortis
4 6 Degroof Petercam
5 3 Bank Delen
Capital Markets and Advisory
2020 2019
1 ABN AMRO
2 KBC
3 BNP Paribas Fortis
4 Belfius Bank
ESG/Impact Investing
2020 2019
1 4= KBC
2 3 ABN AMRO
3 1 BNP Paribas Fortis
4 7= Belfius Bank
5 AXA
5 Bank Delen
Family Office Services
2020 2019
1 Deloitte
1 4 KBC
3 Belfius Bank
4 7= ABN AMRO
International Clients
2020 2019
1 5 KBC
2 UBS
3 9= ABN AMRO
3 1 BNP Paribas Fortis
5 4 ING
Investment Management  
2020 2019
1 BNP Paribas Fortis
2 ABN AMRO
2 Bank Delen
4 KBC
5 Belfius Bank
Next Generation
2020 2019
1 KBC
2 Belfius Bank
3 ABN AMRO
Philanthropic Advice
2020 2019
1 1 BNP Paribas Fortis
2 7= ABN AMRO
3 Belfius Bank
3 4 KBC
5 3 Degroof Petercam
Research and Asset Allocation Advice
2020 2019
1 6= Belfius Bank
2 1 BNP Paribas Fortis
3 3 ABN AMRO
4 2 KBC
5 Puilaetco Dewaay (KBL)
Serving Business Owners
2020 2019
1 KBC
2 Belfius Bank
3 ING
4 BNP Paribas Fortis
Data Management and Security
2020 2019
1 ABN AMRO
2 KBC
3 Bank Delen
4 Belfius Bank
4 ING
Innovative or Emerging Technology Adoption
2020 2019
1 ING
2 ABN AMRO
3 BNP Paribas Fortis
4 KBC
5 Belfius Bank
Brazil
Best Private Banking Services Overall
2020 2019
1 1 BTG Pactual
2 3 Credit Suisse
3 2 Banco Itau
4 4 Santander
5 6 Bradesco
Mega HNW (>$250m) 
2020 2019
1 BTG Pactual
2 Credit Suisse
3 Banco Itau
4 JPMorgan
5 Bradesco
UHNW (>$30mln-$250mln)
2020 2019
1 1 BTG Pactual
2 3 Credit Suisse
3 2 Banco Itau
4 4 Santander
5 7 Bradesco
HNW ($5mln-$30mln)
2020 2019
1 1 BTG Pactual
2 5 Bradesco
3 2 Banco Itau
4 3 Santander
5 4 Credit Suisse
Super Affluent ($1mln-$ 5mln)
2020 2019
1 1 BTG Pactual
2 6 Bradesco
3 4 Santander
4 3 Banco Itau
4 2 XP Investimentos
Capital Markets and Advisory
2020 2019
1 BTG Pactual
2 Banco Itau
3 Bradesco
3 Santander
5 Credit Suisse
ESG/Impact Investing
2020 2019
1 2 BTG Pactual
2 8= Bradesco
3 1 Santander
4 3 Banco Itau
5 6= Banco do Brasil
Family Office Services
2020 2019
1 1 BTG Pactual
2 3 Banco Itau
3 4 Consenso
4 9 Bradesco
5 2 Turim
International Clients
2020 2019
1 1 BTG Pactual
2 10 JPMorgan
3 Citi
4 5 UBS
5 Credit Suisse
Investment Management  
2020 2019
1 BTG Pactual
2 Credit Suisse
3 Banco Itau
4 Bradesco
5 Verde Asset Management
Next Generation
2020 2019
1 BTG Pactual
2 Banco Itau
3 Santander
4 Credit Suisse
4 JPMorgan
Philanthropic Advice
2020 2019
1 3 BTG Pactual
1 5 UBS
3 2 JPMorgan
4 10= Credit Suisse
5 1 Banco Itau
Research and Asset Allocation Advice
2020 2019
1 1 BTG Pactual
2 2= Banco Itau
3 Bradesco
4 2= Credit Suisse
5 5 JPMorgan
Serving Business Owners
2020 2019
1 BTG Pactual
2 Santander
3 Bradesco
4 Banco Itau
5 Banco do Brasil
Data Management and Security
2020 2019
1 BTG Pactual
2 Bradesco
3 Banco Itau
4 JPMorgan
5 Banco do Brasil
Innovative or Emerging Technology Adoption
2020 2019
1 BTG Pactual
2 Banco Itau
2 XP Investimentos
4 Santander
5 Bradesco
Canada
Best Private Banking Services Overall
2020 2019
1 2 RBC
2 4 Bank of Montreal (BMO)
3 3 TD Bank
4 1 Northwood Family Office
5 8 CIBC
Mega HNW (>$250m) 
2020 2019
1 RBC
2 TD Bank
3 Bank of Montreal (BMO)
4 Northwood Family Office
5 CIBC
UHNW (>$30mln-$250mln)
2020 2019
1 4 TD Bank
2 2 RBC
3 3 CIBC
4 5 Bank of Montreal (BMO)
5 1 Northwood Family Office
HNW ($5mln-$30mln)
2020 2019
1 2 RBC
2 3 TD Bank
3 1 Northwood Family Office
4 5 Bank of Montreal (BMO)
5 4 CIBC
Super Affluent ($1mln-$ 5mln)
2020 2019
1 4 TD Bank
2 3 CIBC
3 2 RBC
4 1 Northwood Family Office
5 5 Bank of Montreal (BMO)
Capital Markets and Advisory
2020 2019
1 RBC
2 TD Bank
3 Northwood Family Office
4 CIBC
5 Bank of Montreal (BMO)
ESG/Impact Investing
2020 2019
1 4 TD Bank
2 2 Northwood Family Office
3 1 RBC
4 3 Bank of Montreal (BMO)
5 6 CIBC
Family Office Services
2020 2019
1 1 Northwood Family Office
2 2 RBC
3 4= TD Bank
4 3 Bank of Montreal (BMO)
5 4= CIBC
International Clients
2020 2019
1 3 TD Bank
2 Scotiabank
3 2 RBC
3 1 Northwood Family Office
5 HSBC
Investment Management  
2020 2019
1 TD Bank
2 RBC
3 Northwood Family Office
4 CIBC
5 Bank of Montreal (BMO)
Next Generation
2020 2019
1 Northwood Family Office
2 TD Bank
3 Bank of Montreal (BMO)
4 RBC
5 National Bank of Canada
Philanthropic Advice
2020 2019
1 5 Bank of Montreal (BMO)
2 1 Northwood Family Office
3 2 RBC
4 3 TD Bank
5 4 Scotiabank
Research and Asset Allocation Advice
2020 2019
1 3= TD Bank
2 2 RBC
3 1 Northwood Family Office
4 3= CIBC
5 3= Bank of Montreal (BMO)
Serving Business Owners
2020 2019
1 TD Bank
2 Northwood Family Office
3 CIBC
3 RBC
5 Bank of Montreal (BMO)
Data Management and Security
2020 2019
1 TD Bank
2 Northwood Family Office
3 RBC
4 CIBC
5 Bank of Montreal (BMO)
Innovative or Emerging Technology Adoption
2020 2019
1 TD Bank
2 Northwood Family Office
3 RBC
Chile
Best Private Banking Services Overall
2020 2019
1 1 Santander
2 2 Banco de Chile
3 3 Banco BICE
4 BancoEstado
5 5 Banco de Credito e Inversiones
Mega HNW (>$250m) 
2020 2019
1 Santander
2 Banco de Chile
3 Banco BICE
4 Banco de Credito e Inversiones
5 Banco Itau
UHNW (>$30mln-$250mln)
2020 2019
1 1 Santander
2 2 Banco de Chile
3 3 Banco Itau
4 6= Banco de Credito e Inversiones
5 4 Banco BICE
5 BancoEstado
HNW ($5mln-$30mln)
2020 2019
1 1 Santander
2 2 Banco de Chile
3 10= BancoEstado
4 3 Banco Itau
5 5 Banco BICE
Super Affluent ($1mln-$ 5mln)
2020 2019
1 1 Santander
2 2 Banco de Chile
3 3 Banco BICE
4 4 Banco de Credito e Inversiones
5 7 BancoEstado
Capital Markets and Advisory
2020 2019
1 Santander
2 Banco de Chile
3 BancoEstado
4 Banco Itau
5 Banco de Credito e Inversiones
ESG/Impact Investing
2020 2019
1 1 Santander
2 2 Banco de Chile
3 3 Banco BICE
4 4 Banco Itau
5 7 BancoEstado
Family Office Services
2020 2019
1 1 Santander
2 2 Banco de Chile
3 Banco de Credito e Inversiones
4 8 BancoEstado
5 3= Banco BICE
International Clients
2020 2019
1 1 Santander
2 2 Banco de Chile
Investment Management  
2020 2019
1 Santander
2 Banco de Chile
3 Banco BICE
4 Banco de Credito e Inversiones
4 BancoEstado
Next Generation
2020 2019
1 Santander
2 Banco de Chile
3 Banco Itau
4 Banco BICE
5 BancoEstado
Philanthropic Advice
2020 2019
1 1 Santander
2 2 Banco de Chile
3 3 Banco BICE
4 5 Banco de Credito e Inversiones
4 6 BancoEstado
Research and Asset Allocation Advice
2020 2019
1 1 Santander
2 2 Banco de Chile
3 3 Banco BICE
4 BancoEstado
5 4 Banco Itau
Serving Business Owners
2020 2019
1 Santander
2 Banco de Chile
3 BancoEstado
4 Banco BICE
5 Banco de Credito e Inversiones
Data Management and Security
2020 2019
1 Santander
2 Banco de Chile
3 Banco de Credito e Inversiones
4 Banco BICE
5 Banco Itau
Innovative or Emerging Technology Adoption
2020 2019
1 Santander
2 Banco de Chile
3 Banco Itau
4 Banco de Credito e Inversiones
4 BancoEstado
China
Best Private Banking Services Overall
2020 2019
1 1 China Merchants Bank
2 6 UBS
3 2 Credit Suisse
4 4 ICBC
5 China Construction Bank
5 HSBC
Mega HNW (>$250m) 
2020 2019
1 China Merchants Bank
2 UBS
3 Credit Suisse
3 ICBC
5 China Minsheng Bank
UHNW (>$30mln-$250mln)
2020 2019
1 1 China Merchants Bank
2 10= China Construction Bank
3 5= Bank of China
3 2 Credit Suisse
5 8 UBS
HNW ($5mln-$30mln)
2020 2019
1 1 China Merchants Bank
2 4= UBS
3 4= Bank of China
4 9 HSBC
5 8 Citi
5 2 Credit Suisse
 Super Affluent ($1mln-$ 5mln)
2020 2019
1 1 China Merchants Bank
2 4 Bank of China
3 2 HSBC
4 China CITIC Bank
5 2 ICBC
Capital Markets and Advisory
2020 2019
1 China Merchants Bank
2 China International Capital Corporation (CICC)
3 China Construction Bank
3 Goldman Sachs
5 Citi
ESG/Impact Investing
2020 2019
1 1 China Merchants Bank
2 Agricultural Bank of China
3 10 Bank of China
4 2 UBS
5 HSBC
Family Office Services
2020 2019
1 1 China Merchants Bank
2 4 UBS
3 6 China CITIC Bank
4 9 Bank of China
5 China Construction Bank
International Clients
2020 2019
1 1 China Merchants Bank
2 4 Bank of China
3 HSBC
4 4 UBS
5 Citi
Investment Management  
2020 2019
1 China Merchants Bank
2 China International Capital Corporation (CICC)
3 UBS
4 Bank of China
5 JPMorgan
Next Generation
2020 2019
1 China Merchants Bank
2 China Construction Bank
3 HSBC
3 UBS
5 Credit Suisse
Philanthropic Advice
2020 2019
1 1 China Merchants Bank
2 4 UBS
3 Agricultural Bank of China
4 9 Bank of China
5 HSBC
Research and Asset Allocation Advice
2020 2019
1 1 China Merchants Bank
2 9 China International Capital Corporation (CICC)
3 6 Bank of China
4 8 JPMorgan
4 2 UBS
Serving Business Owners
2020 2019
1 China Merchants Bank
2 Bank of China
3 China Construction Bank
Data Management and Security
2020 2019
1 China Merchants Bank
2 Bank of China
3 China Construction Bank
4 UBS
5 Bank of Communications
5 ICBC
Innovative or Emerging Technology Adoption
2020 2019
1 China Merchants Bank
2 China Construction Bank
3 Shanghai Pudong Development Bank
4 Bank of China
5 China CITIC Bank
Colombia
Best Private Banking Services Overall
2020 2019
1 1 JPMorgan
2 2 Bancolombia
3 4= UBS
4 9 Citi
5 Banco de Bogota
Mega HNW (>$250m) 
2020 2019
1 JPMorgan
2 UBS
3 Bancolombia
3 Goldman Sachs
UHNW (>$30mln-$250mln)
2020 2019
1 1 JPMorgan
2 2 UBS
3 4= Bancolombia
4 4= Credit Suisse
5 Citi
HNW ($5mln-$30mln)
2020 2019
1 3 UBS
2 4 Morgan Stanley
3 1= Bancolombia
Super Affluent ($1mln-$ 5mln)
2020 2019
1 1 Bancolombia
2 2 Davivienda
2 UBS
4 Banco de Bogota
5 3= Morgan Stanley
Capital Markets and Advisory
2020 2019
1 JPMorgan
2 UBS
3 Credicorp Capital
3 Davivienda
5 Banco de Bogota
5 Bancolombia
ESG/Impact Investing
2020 2019
1 8= UBS
2 2 JPMorgan
3 1 Bancolombia
4 4= Davivienda
5 Banco de Bogota
5 3 Morgan Stanley
Family Office Services
2020 2019
1 2= JPMorgan
2 7 UBS
3 2= Bancolombia
4 Banco de Bogota
5 Credicorp Capital
5 5= Davivienda
International Clients
2020 2019
1 2 JPMorgan
2 Citi
3 UBS
4 3 Bancolombia
5 4= Davivienda
Investment Management  
2020 2019
1 JPMorgan
2 UBS
3 Credit Suisse
4 Bancolombia
5 Banco de Bogota
5 Goldman Sachs
Next Generation
2020 2019
1 UBS
2 Credit Suisse
3 Bancolombia
3 JPMorgan
5 Citi
5 Lombard Odier
Philanthropic Advice
2020 2019
1 1 JPMorgan
1 10 UBS
3 2 Bancolombia
4 4 Credit Suisse
5 3 Davivienda
Research and Asset Allocation Advice
2020 2019
1 1 JPMorgan
2 3= UBS
3 5 Credit Suisse
4 8= Santander
Serving Business Owners
2020 2019
1 JPMorgan
2 Citi
3 Bancolombia
3 UBS
5 Credit Suisse
Data Management and Security
2020 2019
1 JPMorgan
2 UBS
3 Banco de Bogota
Innovative or Emerging Technology Adoption
2020 2019
1 JPMorgan
2 UBS
3 Bancolombia
4 Banco de Bogota
5 Davivienda
Croatia
Best Private Banking Services Overall
2020 2019
1 5 Zagrebacka banka (UniCredit)
2 2 Erste Bank
2 3 Privredna banka Zagreb (Intesa Sanpaolo)
4 7= OTP Bank
5 1 Raiffeisen Bank International
Mega HNW (>$250m) 
2020 2019
1 Zagrebacka banka (UniCredit)
2 Privredna banka Zagreb (Intesa Sanpaolo)
3 Erste Bank
4 Raiffeisen Bank International
UHNW (>$30mln-$250mln)
2020 2019
1 2 Zagrebacka banka (UniCredit)
2 1 Privredna banka Zagreb (Intesa Sanpaolo)
3 4 Raiffeisen Bank International
4 3 Erste Bank
5 8= OTP Bank
HNW ($5mln-$30mln)
2020 2019
1 2 Zagrebacka banka (UniCredit)
2 1 Privredna banka Zagreb (Intesa Sanpaolo)
3 OTP Bank
3 3= Raiffeisen Bank International
5 3= Erste Bank
5 8= Hypo Alpe Adria Bank
Super Affluent ($1mln-$ 5mln)
2020 2019
1 1 Zagrebacka banka (UniCredit)
2 2 Privredna banka Zagreb (Intesa Sanpaolo)
3 5 OTP Bank
4 3= Raiffeisen Bank International
Capital Markets and Advisory
2020 2019
1 InterCapital
2 Zagrebacka banka (UniCredit)
3 Erste Bank
3 Raiffeisen Bank International
5 Privredna banka Zagreb (Intesa Sanpaolo)
ESG/Impact Investing
2020 2019
1 3 Zagrebacka banka (UniCredit)
2 6= Raiffeisen Bank International
3 4 Hypo Alpe Adria Bank
3 InterCapital
5 9= OTP Bank
5 6= Sberbank
Family Office Services
2020 2019
1 4 Zagrebacka banka (UniCredit)
2 1 Privredna banka Zagreb (Intesa Sanpaolo)
3 Erste Bank
3 5= InterCapital
5 OTP Bank
International Clients
2020 2019
1 2 Zagrebacka banka (UniCredit)
2 1 Privredna banka Zagreb (Intesa Sanpaolo)
3 OTP Bank
4 Erste Bank
4 8= Raiffeisen Bank International
Investment Management  
2020 2019
1 Zagrebacka banka (UniCredit)
2 Privredna banka Zagreb (Intesa Sanpaolo)
3 Erste Bank
3 InterCapital
5 Raiffeisen Bank International
Next Generation
2020 2019
1 Raiffeisen Bank International
2 Zagrebacka banka (UniCredit)
3 Privredna banka Zagreb (Intesa Sanpaolo)
4 OTP Bank
Philanthropic Advice
2020 2019
1 3= Erste Bank
2 Zagrebacka banka (UniCredit)
3 1 Privredna banka Zagreb (Intesa Sanpaolo)
4 5= Sberbank
5 Access Bank
Research and Asset Allocation Advice
2020 2019
1 1 Zagrebacka banka (UniCredit)
2 2= Erste Bank
3 6= Privredna banka Zagreb (Intesa Sanpaolo)
4 6= OTP Bank
4 4= Raiffeisen Bank International
Serving Business Owners
2020 2019
1 Erste Bank
2 Zagrebacka banka (UniCredit)
3 Raiffeisen Bank International
4 Hrvatska Postanska Banka (HPB)
5 Hypo Alpe Adria Bank
Data Management and Security
2020 2019
1 Zagrebacka banka (UniCredit)
2 Erste Bank
3 Hrvatska Postanska Banka (HPB)
3 Privredna banka Zagreb (Intesa Sanpaolo)
5 OTP Bank
Innovative or Emerging Technology Adoption
2020 2019
1 Zagrebacka banka (UniCredit)
2 Erste Bank
3 Privredna banka Zagreb (Intesa Sanpaolo)
4 OTP Bank
5 Hrvatska Postanska Banka (HPB)
5 Hypo Alpe Adria Bank
Cyprus
Best Private Banking Services Overall
2020 2019
1 1 Bank of Cyprus
2 2 Eurobank
3 3 Hellenic Bank
4 10= Alpha Bank
4 4= EFG International
Mega HNW (>$250m) 
2020 2019
1 Bank of Cyprus
2 Eurobank
3 Hellenic Bank
4 UBS
5 EFG International
UHNW (>$30mln-$250mln)
2020 2019
1 1 Bank of Cyprus
2 2 Eurobank
3 3 Hellenic Bank
4 5 EFG International
5 9 UBS
HNW ($5mln-$30mln)
2020 2019
1 1 Bank of Cyprus
2 2 Eurobank
3 3 Hellenic Bank
4 9 Alpha Bank
4 EFG International
Super Affluent ($1mln-$ 5mln)
2020 2019
1 1 Bank of Cyprus
2 2 Eurobank
3 3 Hellenic Bank
4 10= EFG International
5 Alpha Bank
Capital Markets and Advisory
2020 2019
1 Bank of Cyprus
2 Eurobank
3 UBS
4 Alpha Bank
5 Hellenic Bank
ESG/Impact Investing
2020 2019
1 1 Bank of Cyprus
2 2 Eurobank
3 3 Hellenic Bank
4 EFG International
5 Alpha Bank
5 Pictet
Family Office Services
2020 2019
1 1 Bank of Cyprus
2 2 Eurobank
3 3 Hellenic Bank
4 5 PricewaterhouseCoopers
4 6 UBS
International Clients
2020 2019
1 1 Bank of Cyprus
2 2 Eurobank
3 3 Hellenic Bank
4 9= EFG International
5 9= Alpha Bank
Investment Management  
2020 2019
1 Bank of Cyprus
2 Eurobank
3 Hellenic Bank
4 Alpha Bank
5 UBS
Next Generation
2020 2019
1 Bank of Cyprus
2 Eurobank
3 Hellenic Bank
4 PricewaterhouseCoopers
5 Alpha Bank
Philanthropic Advice
2020 2019
1 1 Bank of Cyprus
2 2 Eurobank
2 3 Hellenic Bank
4 Alpha Bank
4 5= PricewaterhouseCoopers
Research and Asset Allocation Advice
2020 2019
1 1 Bank of Cyprus
2 2 Eurobank
3 6= UBS
4 3 Hellenic Bank
5 EFG International
Serving Business Owners
2020 2019
1 Bank of Cyprus
2 Eurobank
3 Hellenic Bank
3 UBS
5 EFG International
Data Management and Security
2020 2019
1 Bank of Cyprus
2 Eurobank
3 UBS
4 Hellenic Bank
5 EFG International
Innovative or Emerging Technology Adoption
2020 2019
1 Bank of Cyprus
2 Eurobank
3 Hellenic Bank
4 UBS
5 EFG International
Czech Republic
Best Private Banking Services Overall
2020 2019
1 2 CSOB (KBC)
2 1 Ceska Sporitelna (Erste Bank)
2 5 Raiffeisen Bank International
4 6= UBS
4 4 UniCredit
Mega HNW (>$250m) 
2020 2019
1 UBS
2 CSOB (KBC)
3 Credit Suisse
3 J&T Banka
5 Ceska Sporitelna (Erste Bank)
5 Julius Baer
UHNW (>$30mln-$250mln)
2020 2019
1 3= UBS
2 2 Ceska Sporitelna (Erste Bank)
3 1 CSOB (KBC)
4 Julius Baer
5 7 J&T Banka
HNW ($5mln-$30mln)
2020 2019
1 3 CSOB (KBC)
2 8= UBS
3 1 Komercni banka (Societe Generale)
4 2 Ceska Sporitelna (Erste Bank)
Super Affluent ($1mln-$ 5mln)
2020 2019
1 1 Ceska Sporitelna (Erste Bank)
2 4 Komercni banka (Societe Generale)
3 3 CSOB (KBC)
4 5 Raiffeisen Bank International
5 Air Bank
Capital Markets and Advisory
2020 2019
1 Ceska Sporitelna (Erste Bank)
1 CSOB (KBC)
ESG/Impact Investing
2020 2019
1 1= Ceska Sporitelna (Erste Bank)
2 3 CSOB (KBC)
3 Erste Bank
3 1= Komercni banka (Societe Generale)
5 GE Money Bank
Family Office Services
2020 2019
1 2 UBS
2 1 J&T Banka
3 5 CSOB (KBC)
4 6 Ceska Sporitelna (Erste Bank)
5 7= PPF Banka
International Clients
2020 2019
1 6= UBS
2 3= CSOB (KBC)
3 Citi
3 1 Komercni banka (Societe Generale)
5 3= Credit Suisse
Investment Management  
2020 2019
1 Patria
2 UBS
3 CSOB (KBC)
4 J&T Banka
5 Amundi
Next Generation
2020 2019
1 CSOB (KBC)
2 Ceska Sporitelna (Erste Bank)
3 J&T Banka
4 Komercni banka (Societe Generale)
4 UBS
Philanthropic Advice
2020 2019
1 8 UniCredit
2 1 Ceska Sporitelna (Erste Bank)
3 7 CSOB (KBC)
4 3= Nadace Via
4 2 UBS
Research and Asset Allocation Advice
2020 2019
1 5 Ceska Sporitelna (Erste Bank)
2 2 CSOB (KBC)
3 Fidelity Investments
3 Patria
Serving Business Owners
2020 2019
1 Ceska Sporitelna (Erste Bank)
2 Komercni banka (Societe Generale)
3 Oberbank
4 CSOB (KBC)
5 J&T Banka
Data Management and Security
2020 2019
1 CSOB (KBC)
2 Ceska Sporitelna (Erste Bank)
2 UniCredit
Innovative or Emerging Technology Adoption
2020 2019
1 Ceska Sporitelna (Erste Bank)
2 CSOB (KBC)
3 Air Bank
3 FIO banka
5 Komercni banka (Societe Generale)


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