Private Banking and Wealth Management Survey 2020: Domestic Results D-I

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© 2020 Euromoney
Results Index
Use data from this survey
Denmark Hungary 
FinlandIndia
FranceIndonesia
GermanyIsrael
GuernseyItaly
Hong Kong SAR





Denmark
Best Private Banking Services Overall
20202019
11Danske Bank
24Jyske Bank
32=Nordea
42=Nykredit
58Spar Nord Bank
Mega HNW (>$250m) 
20202019
1UBS
2Danske Bank
3Spar Nord Bank
4Nordea
5Julius Baer
5Sydbank
UHNW (>$30mln-$250mln)
20202019
12UBS
24Nordea
31Danske Bank
43Nykredit
5Jyske Bank
HNW ($5mln-$30mln)
20202019
11Danske Bank
22Nordea
36=Jyske Bank
4Julius Baer
4Sydbank
Super Affluent ($1mln-$ 5mln)
20202019
11Danske Bank
22Nordea
35Jyske Bank
46Sydbank
53Nykredit
Capital Markets and Advisory
20202019
1Nordea
2Carnegie
2Danske Bank
4SEB
4UBS
ESG/Impact Investing
20202019
12Nordea
25UBS
31Danske Bank
48=Julius Baer
44Nykredit
Family Office Services
20202019
12UBS
21Danske Bank
34Nordea
4Julius Baer
International Clients
20202019
16=UBS
21Danske Bank
33Nordea
4HSBC
46=Morgan Stanley
Investment Management  
20202019
1Danske Bank
2UBS
3Nordea
4Nykredit
5Carnegie
Next Generation
20202019
1Danske Bank
2Nordea
3Jyske Bank
3UBS
5Credit Suisse
Philanthropic Advice
20202019
16UBS
21Nordea
32Danske Bank
43Credit Suisse
4Skagen Funds
Research and Asset Allocation Advice
20202019
11Danske Bank
22Nordea
37=SEB
4Jyske Bank
57=Julius Baer
53Nykredit
Serving Business Owners
20202019
1Danske Bank
2Jyske Bank
3Nordea
4Nykredit
5Deloitte
Finland
Best Private Banking Services Overall
20202019
13OP-Pohjola Group
21Nordea
34Danske Bank
32Taaleritehdas
55=SEB
Mega HNW (>$250m) 
20202019
1JPMorgan
1Nordea
3OP-Pohjola Group
3UBS
5Credit Suisse
UHNW (>$30mln-$250mln)
20202019
12OP-Pohjola Group
21Nordea
3Goldman Sachs
48=Credit Suisse
5Taaleritehdas
HNW ($5mln-$30mln)
20202019
12Nordea
23OP-Pohjola Group
31SEB
46Taaleritehdas
57=Alandsbanken
Super Affluent ($1mln-$ 5mln)
20202019
12=OP-Pohjola Group
28=Aktia
32=Alandsbanken
31Nordea
54=Danske Bank
Capital Markets and Advisory
20202019
1SEB
2Nordea
ESG/Impact Investing
20202019
12Nordea
27=Aktia
21SEB
43OP-Pohjola Group
59Taaleritehdas
Family Office Services
20202019
11Nordea
22=OP-Pohjola Group
32=SEB
47=Aval Family Office
45=Taaleritehdas
International Clients
20202019
17=SEB
2Svenska Handelsbanken
310=UBS
41Nordea
52=Danske Bank
5HSBC
Investment Management  
20202019
1OP-Pohjola Group
2Taaleritehdas
3Nordea
4SEB
5Fidelity Investments
Next Generation
20202019
1Nordea
2OP-Pohjola Group
3Aktia
4Alandsbanken
4Svenska Handelsbanken
Philanthropic Advice
20202019
11Aktia
23Nordea
32Alandsbanken
46=OP-Pohjola Group
5JPMorgan
Research and Asset Allocation Advice
20202019
12SEB
23=OP-Pohjola Group
31Nordea
410=Carnegie
56Svenska Handelsbanken
Serving Business Owners
20202019
1OP-Pohjola Group
2Nordea
2Svenska Handelsbanken
France
Best Private Banking Services Overall
20202019
11BNP Paribas
23JPMorgan
32Rothschild
44UBS
5Lazard
Mega HNW (>$250m) 
20202019
1JPMorgan
2BNP Paribas
3UBS
4Rothschild
5Goldman Sachs
UHNW (>$30mln-$250mln)
20202019
11JPMorgan
22BNP Paribas
34UBS
43Rothschild
5Lazard
56Pictet
HNW ($5mln-$30mln)
20202019
11BNP Paribas
22Rothschild
3Lazard
3Pictet
5ABN AMRO
5Credit Agricole
Super Affluent ($1mln-$ 5mln)
20202019
11BNP Paribas
2Pictet
32Societe Generale
Capital Markets and Advisory
20202019
1BNP Paribas
ESG/Impact Investing
20202019
11BNP Paribas
2Lombard Odier
33ABN AMRO
34Pictet
5Triodos
Family Office Services
20202019
12BNP Paribas
21Rothschild
35JPMorgan
International Clients
20202019
14=HSBC
21BNP Paribas
32JPMorgan
4Credit Agricole
54=Pictet
Investment Management  
20202019
1BlackRock
2Pictet
2BNP Paribas
4Amundi
5JPMorgan
5Lazard
Next Generation
20202019
1BNP Paribas
2JPMorgan
3Credit Suisse
4Goldman Sachs
4HSBC
Philanthropic Advice
20202019
11BNP Paribas
2Lombard Odier
39=ABN AMRO
4Credit Agricole
49=Mirabaud
Research and Asset Allocation Advice
20202019
12BNP Paribas
29Pictet
31JPMorgan
410=Goldman Sachs
4Lazard
Serving Business Owners
20202019
1BNP Paribas
2Credit Agricole
2Rothschild
Data Management and Security
20202019
1BNP Paribas
2Lombard Odier
3Pictet
4JPMorgan
5ABN AMRO
Innovative or Emerging Technology Adoption
20202019
1BNP Paribas
2Pictet
3ABN AMRO
3Lombard Odier
5La Banque Postale
Germany
Best Private Banking Services Overall
20202019
11UBS
22Deutsche Bank
28=JPMorgan
4Flossbach von Storch
54=Pictet
Mega HNW (>$250m) 
20202019
1UBS
2JPMorgan
3Goldman Sachs
4Deutsche Bank
5Zagrebacka banka (UniCredit)
UHNW (>$30mln-$250mln)
20202019
11UBS
23Goldman Sachs
32Deutsche Bank
34JPMorgan
57Credit Suisse
HNW ($5mln-$30mln)
20202019
12Deutsche Bank
23Metzler
34Julius Baer
31UBS
510=Flossbach von Storch
Super Affluent ($1mln-$ 5mln)
20202019
11Deutsche Bank
28=Bethmann Bank (ABN AMRO)
3Bankhaus Lampe
35Commerzbank
Capital Markets and Advisory
20202019
1Goldman Sachs
2UBS
3Deutsche Bank
4JPMorgan
5Credit Suisse
ESG/Impact Investing
20202019
11=Deutsche Bank
21=UBS
310=Allianz
4BNP Paribas
4Safra
Family Office Services
20202019
11Deutsche Bank
12=HQ Trust
3Feri
4Flossbach von Storch
54Oddo & Cie
International Clients
20202019
15=Goldman Sachs
22UBS
31Deutsche Bank
44JPMorgan
5Morgan Stanley
Investment Management  
20202019
1Deutsche Bank
1UBS
Next Generation
20202019
1UBS
2Deutsche Bank
3Metzler
4Commerzbank
5Bethmann Bank (ABN AMRO)
5Zagrebacka banka (UniCredit)
Philanthropic Advice
20202019
11Deutsche Bank
22UBS
39Commerzbank
46JPMorgan
5LGT
Research and Asset Allocation Advice
20202019
12Deutsche Bank
21JPMorgan
33UBS
44Goldman Sachs
57Morgan Stanley
Serving Business Owners
20202019
1Commerzbank
2Deutsche Bank
3HSBC
4Berenberg Bank
5UBS
Data Management and Security
20202019
1UBS
2Deutsche Bank
3Flossbach von Storch
3JPMorgan
Innovative or Emerging Technology Adoption
20202019
1UBS
2JPMorgan
3Deutsche Bank
3ING
5Goldman Sachs
Guernsey
Best Private Banking Services Overall
20202019
11Julius Baer
29=Northern Trust
3RBC
4Credit Suisse
5Lloyds Bank
Mega HNW (>$250m) 
20202019
1Julius Baer
2Northern Trust
3Credit Suisse
4RBC
5Schroders
UHNW (>$30mln-$250mln)
20202019
12Julius Baer
2Northern Trust
23RBC
4Credit Suisse
5EFG International
HNW ($5mln-$30mln)
20202019
11Julius Baer
24Schroders
3Citi
3Credit Suisse
58=Barclays
Super Affluent ($1mln-$ 5mln)
20202019
1Julius Baer
Capital Markets and Advisory
20202019
1Credit Suisse
ESG/Impact Investing
20202019
1Cazenove Capital (Schroders)
2Ravenscroft
Family Office Services
20202019
19=Northern Trust
23=Investec
3Credit Suisse
3Julius Baer
International Clients
20202019
1Credit Suisse
21HSBC
Investment Management  
20202019
1RBC
2Cazenove Capital (Schroders)
3Safra
4JPMorgan
5Canaccord Genuity
Research and Asset Allocation Advice
20202019
18=Cazenove Capital (Schroders)
28=Ravenscroft
3Canaccord Genuity
Hong Kong SAR 
Best Private Banking Services Overall
20202019
11UBS
22Credit Suisse
33=Citi
36=JPMorgan
5Goldman Sachs
Mega HNW (>$250m) 
20202019
1Goldman Sachs
2JPMorgan
3UBS
4Credit Suisse
5Citi
UHNW (>$30mln-$250mln)
20202019
11JPMorgan
22UBS
34Credit Suisse
43Goldman Sachs
57Citi
HNW ($5mln-$30mln)
20202019
12UBS
21Credit Suisse
310=Citi
43=HSBC
5China Merchants Bank
Super Affluent ($1mln-$ 5mln)
20202019
11Citi
27HSBC
32Hang Seng Bank
46DBS Bank
43=UBS
Capital Markets and Advisory
20202019
1Goldman Sachs
2Morgan Stanley
3JPMorgan
4Credit Suisse
5UBS
ESG/Impact Investing
20202019
11UBS
22JPMorgan
39HSBC
46=China Construction Bank
46=Credit Suisse
Family Office Services
20202019
11UBS
26=JPMorgan
32Credit Suisse
4Guggenheim Partners
58=China CITIC Bank
International Clients
20202019
15Citi
22HSBC
38JPMorgan
41UBS
5China Merchants Bank
Investment Management  
20202019
1JPMorgan
2Goldman Sachs
3UBS
4Credit Suisse
5Citi
5HSBC
Next Generation
20202019
1UBS
2Credit Suisse
3HSBC
4Citi
5JPMorgan
Philanthropic Advice
20202019
11UBS
22HSBC
34JPMorgan
43Credit Suisse
55=Citi
Research and Asset Allocation Advice
20202019
14JPMorgan
23Goldman Sachs
32UBS
45=Credit Suisse
51Morgan Stanley
Serving Business Owners
20202019
1HSBC
2Citi
3Standard Chartered
4UBS
5Goldman Sachs
Data Management and Security
20202019
1UBS
2Credit Suisse
3Citi
3HSBC
5JPMorgan
Innovative or Emerging Technology Adoption
20202019
1Credit Suisse
2HSBC
3UBS
4JPMorgan
5Goldman Sachs
Hungary
Best Private Banking Services Overall
20202019
11Hold Asset management
28Erste Bank
35UniCredit
42OTP Bank
53=Raiffeisen Bank International
Mega HNW (>$250m) 
20202019
1OTP Bank
2Erste Bank
3Bank Gutmann
4UBS
5UniCredit
UHNW (>$30mln-$250mln)
20202019
11Bank Gutmann
210=Erste Bank
3Hold Asset management
43UniCredit
56Raiffeisen Bank International
HNW ($5mln-$30mln)
20202019
12OTP Bank
28Erste Bank
31Hold Asset Management
44Raiffeisen Bank International
46=UniCredit
Super Affluent ($1mln-$ 5mln)
20202019
16OTP Bank
22=UniCredit
35Erste Bank
44Raiffeisen Bank International
52=CIB Bank (Intesa Sanpaolo)
5Hold Asset Management
Capital Markets and Advisory
20202019
1OTP Bank
2Erste Bank
3Citi
4Hold Asset Management
5CIB Bank (Intesa Sanpaolo)
5UBS
ESG/Impact Investing
20202019
16OTP Bank
27=Aegon Asset Management
31Erste Bank
43Credit Suisse
5Fidelity Investments
Family Office Services
20202019
15PricewaterhouseCoopers
22=Hold Asset Management
31Bank Gutmann
46=OTP Bank
5Deloitte
International Clients
20202019
13Raiffeisen Bank International
22Erste Bank
35UniCredit
4Hold Asset Management
41OTP Bank
Investment Management  
20202019
1OTP Bank
2Hold Asset Management
3Aegon Asset Management
4Erste Bank
5Fidelity Investments
Next Generation
20202019
1OTP Bank
2Hold Asset Management
3MKB Bank
4Credit Suisse
4Erste Bank
Philanthropic Advice
20202019
16=BloChamps Capital
23UniCredit
36=CIB Bank (Intesa Sanpaolo)
4K&H Bank (KBC)
44=OTP Bank
Research and Asset Allocation Advice
20202019
11=OTP Bank
23Erste Bank
3Aegon Asset Management
4JPMorgan
41=UniCredit
Serving Business Owners
20202019
1Erste Bank
2OTP Bank
3MKB Bank
4Hold Asset Management
5Deloitte
5KPMG
Data Management and Security
20202019
1OTP Bank
2Erste Bank
3Hold Asset Management
Innovative or Emerging Technology Adoption
20202019
1OTP Bank
2Erste Bank
3K&H Bank (KBC)
4Raiffeisen Bank International
5Hold Asset Management
India
Best Private Banking Services Overall
20202019
12IIFL Private Wealth Management
23Julius Baer
31Kotak Mahindra
4Avendus
5ASK Wealth Advisors
Mega HNW (>$250m) 
20202019
1IIFL Private Wealth Management
2Julius Baer
3Kotak Mahindra
4Avendus
5ASK Wealth Advisors
UHNW (>$30mln-$250mln)
20202019
12IIFL Private Wealth Management
23Julius Baer
31Kotak Mahindra
4ASK Wealth Advisors
54Citi
HNW ($5mln-$30mln)
20202019
13IIFL Private Wealth Management
22Julius Baer
31Kotak Mahindra
44Citi
56=HDFC
Super Affluent ($1mln-$ 5mln)
20202019
12IIFL Private Wealth Management
24HDFC
36Julius Baer
45ICICI Bank
41Kotak Mahindra
Capital Markets and Advisory
20202019
1IIFL Private Wealth Management
2Kotak Mahindra
3Julius Baer
4ASK Wealth Advisors
5Motilal Oswal Financial Services
ESG/Impact Investing
20202019
13IIFL Private Wealth Management
21Julius Baer
36=Citi
4Avendus
5ASK Wealth Advisors
Family Office Services
20202019
12IIFL Private Wealth Management
21Kotak Mahindra
33Julius Baer
44Waterfield Advisors
57=ASK Wealth Advisors
International Clients
20202019
12IIFL Private Wealth Management
21Julius Baer
34Citi
43Kotak Mahindra
5Standard Chartered
Investment Management  
20202019
1IIFL Private Wealth Management
2Julius Baer
3Kotak Mahindra
4HDFC
5ASK Wealth Advisors
5Avendus
Next Generation
20202019
1IIFL Private Wealth Management
2Julius Baer
3Kotak Mahindra
4Citi
5ASK Wealth Advisors
Philanthropic Advice
20202019
14IIFL Private Wealth Management
22Julius Baer
31Kotak Mahindra
4ASK Wealth Advisors
53ICICI Bank
Research and Asset Allocation Advice
20202019
13IIFL Private Wealth Management
22Julius Baer
31Kotak Mahindra
47ASK Wealth Advisors
5Avendus
Serving Business Owners
20202019
1IIFL Private Wealth Management
2Julius Baer
2Kotak Mahindra
4ASK Wealth Advisors
5Citi
Data Management and Security
20202019
1IIFL Private Wealth Management
2Julius Baer
3Citi
4Kotak Mahindra
5ICICI Bank
Innovative or Emerging Technology Adoption
20202019
1IIFL Private Wealth Management
2ICICI Bank
3Citi
4Kotak Mahindra
5Julius Baer
Indonesia
Best Private Banking Services Overall
20202019
15Citi
24Credit Suisse
33Bank Mandiri
3JPMorgan
5UBS
Mega HNW (>$250m) 
20202019
1JPMorgan
2Citi
3Credit Suisse
4Goldman Sachs
5UBS
UHNW (>$30mln-$250mln)
20202019
13Citi
2JPMorgan
32Credit Suisse
46=Bank Central Asia
4UBS
HNW ($5mln-$30mln)
20202019
14=Bank of Singapore (OCBC)
11Citi
33Credit Suisse
32DBS Bank
54=Bank Central Asia
Super Affluent ($1mln-$ 5mln)
20202019
11DBS Bank
210=Citi
32Bank Mandiri
43=Bank Central Asia
5Bank of Singapore (OCBC)
Capital Markets and Advisory
20202019
1Citi
2JPMorgan
3Bank Central Asia
3Goldman Sachs
5Morgan Stanley
ESG/Impact Investing
20202019
11Bank Central Asia
1JPMorgan
33DBS Bank
42Bank Mandiri
4Citi
Family Office Services
20202019
11Bank Mandiri
1Credit Suisse
3JPMorgan
43=Bank Central Asia
510=DBS Bank
International Clients
20202019
17=Citi
2HSBC
31DBS Bank
46Standard Chartered
5Mizuho
Investment Management  
20202019
1JPMorgan
2Citi
3Commonwealth Bank
Next Generation
20202019
1Credit Suisse
2Bank Central Asia
2JPMorgan
4HSBC
4UBS
Philanthropic Advice
20202019
11Credit Suisse
22=Bank Mandiri
3JPMorgan
44=UBS
5Citi
Research and Asset Allocation Advice
20202019
12=Bank Mandiri
2Citi
38=JPMorgan
4Credit Suisse
54=DBS Bank
Serving Business Owners
20202019
1Bank Mandiri
2DBS Bank
3Citi
4UOB
5Credit Suisse
Data Management and Security
20202019
1Citi
2Bank Central Asia
3DBS Bank
4Credit Suisse
5Bank Mandiri
Innovative or Emerging Technology Adoption
20202019
1DBS Bank
2Citi
3Bank Central Asia
4Bank Mandiri
4Credit Suisse
Israel
Best Private Banking Services Overall
20202019
13=JPMorgan
27=Pictet
3Morgan Stanley
41Credit Suisse
510=Citi
Mega HNW (>$250m) 
20202019
1JPMorgan
2UBS
3Citi
3Goldman Sachs
5Lombard Odier
UHNW (>$30mln-$250mln)
20202019
11JPMorgan
2Pictet
33=UBS
43=Goldman Sachs
5Citi
55=HSBC
HNW ($5mln-$30mln)
20202019
15=Pictet
23UBS
39=JPMorgan
42Julius Baer
59=Bank Hapoalim
Super Affluent ($1mln-$ 5mln)
20202019
14Bank Hapoalim
27Pictet
36Citi
32Julius Baer
Capital Markets and Advisory
20202019
1JPMorgan
2Morgan Stanley
3Jefferies
3UBS
5Citi
5Private Wealth Network (PWN)
ESG/Impact Investing
20202019
12JPMorgan
2BlackRock
21Credit Suisse
45=Pictet
5Barclays
5Lombard Odier
Family Office Services
20202019
13UBS
2Raveh-Ravid & Co.
3Pictet
42JPMorgan
51Credit Suisse
International Clients
20202019
12JPMorgan
21Credit Suisse
33UBS
46=ABN AMRO
46=Pictet
Investment Management  
20202019
1JPMorgan
2BlackRock
3Goldman Sachs
Next Generation
20202019
1JPMorgan
2Credit Suisse
2UBS
4Pictet
Philanthropic Advice
20202019
13=JPMorgan
22UBS
31Credit Suisse
43=Pictet
5Commerzbank
5UBP
Research and Asset Allocation Advice
20202019
12JPMorgan
2Citi
2Merrill
4Morgan Stanley
54UBS
Serving Business Owners
20202019
1Citi
1HSBC
3Deutsche Bank
Data Management and Security
20202019
1UBS
2Credit Suisse
2Vontobel
Innovative or Emerging Technology Adoption
20202019
1UBS
2JPMorgan
3Pictet
4HSBC
4Julius Baer
Italy
Best Private Banking Services Overall
20202019
11UBS
22JPMorgan
33Intesa Sanpaolo
44Credit Suisse
55Goldman Sachs
Mega HNW (>$250m) 
20202019
1JPMorgan
2UBS
3Goldman Sachs
4Credit Suisse
4Mediobanca
UHNW (>$30mln-$250mln)
20202019
11UBS
22JPMorgan
34Credit Suisse
43Goldman Sachs
5Julius Baer
HNW ($5mln-$30mln)
20202019
11UBS
25Mediobanca
39=BNL-BNP Paribas
43Intesa Sanpaolo
56Pictet
Super Affluent ($1mln-$ 5mln)
20202019
11Intesa Sanpaolo
24UBI Banca
33BNL-BNP Paribas
45UBS
52UniCredit
Capital Markets and Advisory
20202019
1JPMorgan
2Goldman Sachs
3Credit Suisse
4UniCredit
5UBS
ESG/Impact Investing
20202019
13BNL-BNP Paribas
24Pictet
31UBS
46Kairos
Family Office Services
20202019
11UBS
24Mediobanca
32Credit Suisse
43JPMorgan
5Banca Esperia
International Clients
20202019
13UBS
28Credit Suisse
32JPMorgan
4Goldman Sachs
59Pictet
Investment Management  
20202019
1JPMorgan
2Pictet
3Fidelity Investments
4BlackRock
4UBS
Next Generation
20202019
1Fineco bank
2UBS
3N26
3BNL-BNP Paribas
5UBI Banca
Philanthropic Advice
20202019
11UBS
28Credit Suisse
34UniCredit
42BNL-BNP Paribas
53JPMorgan
Research and Asset Allocation Advice
20202019
13UBS
21JPMorgan
32Goldman Sachs
48Societe Generale
5BNL-BNP Paribas
Serving Business Owners
20202019
1JPMorgan
2BlackRock
2UBS
4UniCredit
5M&G Investments
Data Management and Security
20202019
1UBS
2Fineco bank
3Credit Suisse
4Intesa Sanpaolo
4UniCredit
Innovative or Emerging Technology Adoption
20202019
1Fineco bank
2UniCredit
3UBS
4N26
5UBI Banca









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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.