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Surveys

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










Denmark
Best Private Banking Services Overall
2020 2019
1 1 Danske Bank
2 4 Jyske Bank
3 2= Nordea
4 2= Nykredit
5 8 Spar Nord Bank
Mega HNW (>$250m) 
2020 2019
1 UBS
2 Danske Bank
3 Spar Nord Bank
4 Nordea
5 Julius Baer
5 Sydbank
UHNW (>$30mln-$250mln)
2020 2019
1 2 UBS
2 4 Nordea
3 1 Danske Bank
4 3 Nykredit
5 Jyske Bank
HNW ($5mln-$30mln)
2020 2019
1 1 Danske Bank
2 2 Nordea
3 6= Jyske Bank
4 Julius Baer
4 Sydbank
Super Affluent ($1mln-$ 5mln)
2020 2019
1 1 Danske Bank
2 2 Nordea
3 5 Jyske Bank
4 6 Sydbank
5 3 Nykredit
Capital Markets and Advisory
2020 2019
1 Nordea
2 Carnegie
2 Danske Bank
4 SEB
4 UBS
ESG/Impact Investing
2020 2019
1 2 Nordea
2 5 UBS
3 1 Danske Bank
4 8= Julius Baer
4 4 Nykredit
Family Office Services
2020 2019
1 2 UBS
2 1 Danske Bank
3 4 Nordea
4 Julius Baer
International Clients
2020 2019
1 6= UBS
2 1 Danske Bank
3 3 Nordea
4 HSBC
4 6= Morgan Stanley
Investment Management  
2020 2019
1 Danske Bank
2 UBS
3 Nordea
4 Nykredit
5 Carnegie
Next Generation
2020 2019
1 Danske Bank
2 Nordea
3 Jyske Bank
3 UBS
5 Credit Suisse
Philanthropic Advice
2020 2019
1 6 UBS
2 1 Nordea
3 2 Danske Bank
4 3 Credit Suisse
4 Skagen Funds
Research and Asset Allocation Advice
2020 2019
1 1 Danske Bank
2 2 Nordea
3 7= SEB
4 Jyske Bank
5 7= Julius Baer
5 3 Nykredit
Serving Business Owners
2020 2019
1 Danske Bank
2 Jyske Bank
3 Nordea
4 Nykredit
5 Deloitte
Finland
Best Private Banking Services Overall
2020 2019
1 3 OP-Pohjola Group
2 1 Nordea
3 4 Danske Bank
3 2 Taaleritehdas
5 5= SEB
Mega HNW (>$250m) 
2020 2019
1 JPMorgan
1 Nordea
3 OP-Pohjola Group
3 UBS
5 Credit Suisse
UHNW (>$30mln-$250mln)
2020 2019
1 2 OP-Pohjola Group
2 1 Nordea
3 Goldman Sachs
4 8= Credit Suisse
5 Taaleritehdas
HNW ($5mln-$30mln)
2020 2019
1 2 Nordea
2 3 OP-Pohjola Group
3 1 SEB
4 6 Taaleritehdas
5 7= Alandsbanken
Super Affluent ($1mln-$ 5mln)
2020 2019
1 2= OP-Pohjola Group
2 8= Aktia
3 2= Alandsbanken
3 1 Nordea
5 4= Danske Bank
Capital Markets and Advisory
2020 2019
1 SEB
2 Nordea
ESG/Impact Investing
2020 2019
1 2 Nordea
2 7= Aktia
2 1 SEB
4 3 OP-Pohjola Group
5 9 Taaleritehdas
Family Office Services
2020 2019
1 1 Nordea
2 2= OP-Pohjola Group
3 2= SEB
4 7= Aval Family Office
4 5= Taaleritehdas
International Clients
2020 2019
1 7= SEB
2 Svenska Handelsbanken
3 10= UBS
4 1 Nordea
5 2= Danske Bank
5 HSBC
Investment Management  
2020 2019
1 OP-Pohjola Group
2 Taaleritehdas
3 Nordea
4 SEB
5 Fidelity Investments
Next Generation
2020 2019
1 Nordea
2 OP-Pohjola Group
3 Aktia
4 Alandsbanken
4 Svenska Handelsbanken
Philanthropic Advice
2020 2019
1 1 Aktia
2 3 Nordea
3 2 Alandsbanken
4 6= OP-Pohjola Group
5 JPMorgan
Research and Asset Allocation Advice
2020 2019
1 2 SEB
2 3= OP-Pohjola Group
3 1 Nordea
4 10= Carnegie
5 6 Svenska Handelsbanken
Serving Business Owners
2020 2019
1 OP-Pohjola Group
2 Nordea
2 Svenska Handelsbanken
France
Best Private Banking Services Overall
2020 2019
1 1 BNP Paribas
2 3 JPMorgan
3 2 Rothschild
4 4 UBS
5 Lazard
Mega HNW (>$250m) 
2020 2019
1 JPMorgan
2 BNP Paribas
3 UBS
4 Rothschild
5 Goldman Sachs
UHNW (>$30mln-$250mln)
2020 2019
1 1 JPMorgan
2 2 BNP Paribas
3 4 UBS
4 3 Rothschild
5 Lazard
5 6 Pictet
HNW ($5mln-$30mln)
2020 2019
1 1 BNP Paribas
2 2 Rothschild
3 Lazard
3 Pictet
5 ABN AMRO
5 Credit Agricole
Super Affluent ($1mln-$ 5mln)
2020 2019
1 1 BNP Paribas
2 Pictet
3 2 Societe Generale
Capital Markets and Advisory
2020 2019
1 BNP Paribas
ESG/Impact Investing
2020 2019
1 1 BNP Paribas
2 Lombard Odier
3 3 ABN AMRO
3 4 Pictet
5 Triodos
Family Office Services
2020 2019
1 2 BNP Paribas
2 1 Rothschild
3 5 JPMorgan
International Clients
2020 2019
1 4= HSBC
2 1 BNP Paribas
3 2 JPMorgan
4 Credit Agricole
5 4= Pictet
Investment Management  
2020 2019
1 BlackRock
2 Pictet
2 BNP Paribas
4 Amundi
5 JPMorgan
5 Lazard
Next Generation
2020 2019
1 BNP Paribas
2 JPMorgan
3 Credit Suisse
4 Goldman Sachs
4 HSBC
Philanthropic Advice
2020 2019
1 1 BNP Paribas
2 Lombard Odier
3 9= ABN AMRO
4 Credit Agricole
4 9= Mirabaud
Research and Asset Allocation Advice
2020 2019
1 2 BNP Paribas
2 9 Pictet
3 1 JPMorgan
4 10= Goldman Sachs
4 Lazard
Serving Business Owners
2020 2019
1 BNP Paribas
2 Credit Agricole
2 Rothschild
Data Management and Security
2020 2019
1 BNP Paribas
2 Lombard Odier
3 Pictet
4 JPMorgan
5 ABN AMRO
Innovative or Emerging Technology Adoption
2020 2019
1 BNP Paribas
2 Pictet
3 ABN AMRO
3 Lombard Odier
5 La Banque Postale
Germany
Best Private Banking Services Overall
2020 2019
1 1 UBS
2 2 Deutsche Bank
2 8= JPMorgan
4 Flossbach von Storch
5 4= Pictet
Mega HNW (>$250m) 
2020 2019
1 UBS
2 JPMorgan
3 Goldman Sachs
4 Deutsche Bank
5 Zagrebacka banka (UniCredit)
UHNW (>$30mln-$250mln)
2020 2019
1 1 UBS
2 3 Goldman Sachs
3 2 Deutsche Bank
3 4 JPMorgan
5 7 Credit Suisse
HNW ($5mln-$30mln)
2020 2019
1 2 Deutsche Bank
2 3 Metzler
3 4 Julius Baer
3 1 UBS
5 10= Flossbach von Storch
Super Affluent ($1mln-$ 5mln)
2020 2019
1 1 Deutsche Bank
2 8= Bethmann Bank (ABN AMRO)
3 Bankhaus Lampe
3 5 Commerzbank
Capital Markets and Advisory
2020 2019
1 Goldman Sachs
2 UBS
3 Deutsche Bank
4 JPMorgan
5 Credit Suisse
ESG/Impact Investing
2020 2019
1 1= Deutsche Bank
2 1= UBS
3 10= Allianz
4 BNP Paribas
4 Safra
Family Office Services
2020 2019
1 1 Deutsche Bank
1 2= HQ Trust
3 Feri
4 Flossbach von Storch
5 4 Oddo & Cie
International Clients
2020 2019
1 5= Goldman Sachs
2 2 UBS
3 1 Deutsche Bank
4 4 JPMorgan
5 Morgan Stanley
Investment Management  
2020 2019
1 Deutsche Bank
1 UBS
Next Generation
2020 2019
1 UBS
2 Deutsche Bank
3 Metzler
4 Commerzbank
5 Bethmann Bank (ABN AMRO)
5 Zagrebacka banka (UniCredit)
Philanthropic Advice
2020 2019
1 1 Deutsche Bank
2 2 UBS
3 9 Commerzbank
4 6 JPMorgan
5 LGT
Research and Asset Allocation Advice
2020 2019
1 2 Deutsche Bank
2 1 JPMorgan
3 3 UBS
4 4 Goldman Sachs
5 7 Morgan Stanley
Serving Business Owners
2020 2019
1 Commerzbank
2 Deutsche Bank
3 HSBC
4 Berenberg Bank
5 UBS
Data Management and Security
2020 2019
1 UBS
2 Deutsche Bank
3 Flossbach von Storch
3 JPMorgan
Innovative or Emerging Technology Adoption
2020 2019
1 UBS
2 JPMorgan
3 Deutsche Bank
3 ING
5 Goldman Sachs
Guernsey
Best Private Banking Services Overall
2020 2019
1 1 Julius Baer
2 9= Northern Trust
3 RBC
4 Credit Suisse
5 Lloyds Bank
Mega HNW (>$250m) 
2020 2019
1 Julius Baer
2 Northern Trust
3 Credit Suisse
4 RBC
5 Schroders
UHNW (>$30mln-$250mln)
2020 2019
1 2 Julius Baer
2 Northern Trust
2 3 RBC
4 Credit Suisse
5 EFG International
HNW ($5mln-$30mln)
2020 2019
1 1 Julius Baer
2 4 Schroders
3 Citi
3 Credit Suisse
5 8= Barclays
Super Affluent ($1mln-$ 5mln)
2020 2019
1 Julius Baer
Capital Markets and Advisory
2020 2019
1 Credit Suisse
ESG/Impact Investing
2020 2019
1 Cazenove Capital (Schroders)
2 Ravenscroft
Family Office Services
2020 2019
1 9= Northern Trust
2 3= Investec
3 Credit Suisse
3 Julius Baer
International Clients
2020 2019
1 Credit Suisse
2 1 HSBC
Investment Management  
2020 2019
1 RBC
2 Cazenove Capital (Schroders)
3 Safra
4 JPMorgan
5 Canaccord Genuity
Research and Asset Allocation Advice
2020 2019
1 8= Cazenove Capital (Schroders)
2 8= Ravenscroft
3 Canaccord Genuity
Hong Kong SAR 
Best Private Banking Services Overall
2020 2019
1 1 UBS
2 2 Credit Suisse
3 3= Citi
3 6= JPMorgan
5 Goldman Sachs
Mega HNW (>$250m) 
2020 2019
1 Goldman Sachs
2 JPMorgan
3 UBS
4 Credit Suisse
5 Citi
UHNW (>$30mln-$250mln)
2020 2019
1 1 JPMorgan
2 2 UBS
3 4 Credit Suisse
4 3 Goldman Sachs
5 7 Citi
HNW ($5mln-$30mln)
2020 2019
1 2 UBS
2 1 Credit Suisse
3 10= Citi
4 3= HSBC
5 China Merchants Bank
Super Affluent ($1mln-$ 5mln)
2020 2019
1 1 Citi
2 7 HSBC
3 2 Hang Seng Bank
4 6 DBS Bank
4 3= UBS
Capital Markets and Advisory
2020 2019
1 Goldman Sachs
2 Morgan Stanley
3 JPMorgan
4 Credit Suisse
5 UBS
ESG/Impact Investing
2020 2019
1 1 UBS
2 2 JPMorgan
3 9 HSBC
4 6= China Construction Bank
4 6= Credit Suisse
Family Office Services
2020 2019
1 1 UBS
2 6= JPMorgan
3 2 Credit Suisse
4 Guggenheim Partners
5 8= China CITIC Bank
International Clients
2020 2019
1 5 Citi
2 2 HSBC
3 8 JPMorgan
4 1 UBS
5 China Merchants Bank
Investment Management  
2020 2019
1 JPMorgan
2 Goldman Sachs
3 UBS
4 Credit Suisse
5 Citi
5 HSBC
Next Generation
2020 2019
1 UBS
2 Credit Suisse
3 HSBC
4 Citi
5 JPMorgan
Philanthropic Advice
2020 2019
1 1 UBS
2 2 HSBC
3 4 JPMorgan
4 3 Credit Suisse
5 5= Citi
Research and Asset Allocation Advice
2020 2019
1 4 JPMorgan
2 3 Goldman Sachs
3 2 UBS
4 5= Credit Suisse
5 1 Morgan Stanley
Serving Business Owners
2020 2019
1 HSBC
2 Citi
3 Standard Chartered
4 UBS
5 Goldman Sachs
Data Management and Security
2020 2019
1 UBS
2 Credit Suisse
3 Citi
3 HSBC
5 JPMorgan
Innovative or Emerging Technology Adoption
2020 2019
1 Credit Suisse
2 HSBC
3 UBS
4 JPMorgan
5 Goldman Sachs
Hungary
Best Private Banking Services Overall
2020 2019
1 1 Hold Asset management
2 8 Erste Bank
3 5 UniCredit
4 2 OTP Bank
5 3= Raiffeisen Bank International
Mega HNW (>$250m) 
2020 2019
1 OTP Bank
2 Erste Bank
3 Bank Gutmann
4 UBS
5 UniCredit
UHNW (>$30mln-$250mln)
2020 2019
1 1 Bank Gutmann
2 10= Erste Bank
3 Hold Asset management
4 3 UniCredit
5 6 Raiffeisen Bank International
HNW ($5mln-$30mln)
2020 2019
1 2 OTP Bank
2 8 Erste Bank
3 1 Hold Asset Management
4 4 Raiffeisen Bank International
4 6= UniCredit
Super Affluent ($1mln-$ 5mln)
2020 2019
1 6 OTP Bank
2 2= UniCredit
3 5 Erste Bank
4 4 Raiffeisen Bank International
5 2= CIB Bank (Intesa Sanpaolo)
5 Hold Asset Management
Capital Markets and Advisory
2020 2019
1 OTP Bank
2 Erste Bank
3 Citi
4 Hold Asset Management
5 CIB Bank (Intesa Sanpaolo)
5 UBS
ESG/Impact Investing
2020 2019
1 6 OTP Bank
2 7= Aegon Asset Management
3 1 Erste Bank
4 3 Credit Suisse
5 Fidelity Investments
Family Office Services
2020 2019
1 5 PricewaterhouseCoopers
2 2= Hold Asset Management
3 1 Bank Gutmann
4 6= OTP Bank
5 Deloitte
International Clients
2020 2019
1 3 Raiffeisen Bank International
2 2 Erste Bank
3 5 UniCredit
4 Hold Asset Management
4 1 OTP Bank
Investment Management  
2020 2019
1 OTP Bank
2 Hold Asset Management
3 Aegon Asset Management
4 Erste Bank
5 Fidelity Investments
Next Generation
2020 2019
1 OTP Bank
2 Hold Asset Management
3 MKB Bank
4 Credit Suisse
4 Erste Bank
Philanthropic Advice
2020 2019
1 6= BloChamps Capital
2 3 UniCredit
3 6= CIB Bank (Intesa Sanpaolo)
4 K&H Bank (KBC)
4 4= OTP Bank
Research and Asset Allocation Advice
2020 2019
1 1= OTP Bank
2 3 Erste Bank
3 Aegon Asset Management
4 JPMorgan
4 1= UniCredit
Serving Business Owners
2020 2019
1 Erste Bank
2 OTP Bank
3 MKB Bank
4 Hold Asset Management
5 Deloitte
5 KPMG
Data Management and Security
2020 2019
1 OTP Bank
2 Erste Bank
3 Hold Asset Management
Innovative or Emerging Technology Adoption
2020 2019
1 OTP Bank
2 Erste Bank
3 K&H Bank (KBC)
4 Raiffeisen Bank International
5 Hold Asset Management
India
Best Private Banking Services Overall
2020 2019
1 2 IIFL Private Wealth Management
2 3 Julius Baer
3 1 Kotak Mahindra
4 Avendus
5 ASK Wealth Advisors
Mega HNW (>$250m) 
2020 2019
1 IIFL Private Wealth Management
2 Julius Baer
3 Kotak Mahindra
4 Avendus
5 ASK Wealth Advisors
UHNW (>$30mln-$250mln)
2020 2019
1 2 IIFL Private Wealth Management
2 3 Julius Baer
3 1 Kotak Mahindra
4 ASK Wealth Advisors
5 4 Citi
HNW ($5mln-$30mln)
2020 2019
1 3 IIFL Private Wealth Management
2 2 Julius Baer
3 1 Kotak Mahindra
4 4 Citi
5 6= HDFC
Super Affluent ($1mln-$ 5mln)
2020 2019
1 2 IIFL Private Wealth Management
2 4 HDFC
3 6 Julius Baer
4 5 ICICI Bank
4 1 Kotak Mahindra
Capital Markets and Advisory
2020 2019
1 IIFL Private Wealth Management
2 Kotak Mahindra
3 Julius Baer
4 ASK Wealth Advisors
5 Motilal Oswal Financial Services
ESG/Impact Investing
2020 2019
1 3 IIFL Private Wealth Management
2 1 Julius Baer
3 6= Citi
4 Avendus
5 ASK Wealth Advisors
Family Office Services
2020 2019
1 2 IIFL Private Wealth Management
2 1 Kotak Mahindra
3 3 Julius Baer
4 4 Waterfield Advisors
5 7= ASK Wealth Advisors
International Clients
2020 2019
1 2 IIFL Private Wealth Management
2 1 Julius Baer
3 4 Citi
4 3 Kotak Mahindra
5 Standard Chartered
Investment Management  
2020 2019
1 IIFL Private Wealth Management
2 Julius Baer
3 Kotak Mahindra
4 HDFC
5 ASK Wealth Advisors
5 Avendus
Next Generation
2020 2019
1 IIFL Private Wealth Management
2 Julius Baer
3 Kotak Mahindra
4 Citi
5 ASK Wealth Advisors
Philanthropic Advice
2020 2019
1 4 IIFL Private Wealth Management
2 2 Julius Baer
3 1 Kotak Mahindra
4 ASK Wealth Advisors
5 3 ICICI Bank
Research and Asset Allocation Advice
2020 2019
1 3 IIFL Private Wealth Management
2 2 Julius Baer
3 1 Kotak Mahindra
4 7 ASK Wealth Advisors
5 Avendus
Serving Business Owners
2020 2019
1 IIFL Private Wealth Management
2 Julius Baer
2 Kotak Mahindra
4 ASK Wealth Advisors
5 Citi
Data Management and Security
2020 2019
1 IIFL Private Wealth Management
2 Julius Baer
3 Citi
4 Kotak Mahindra
5 ICICI Bank
Innovative or Emerging Technology Adoption
2020 2019
1 IIFL Private Wealth Management
2 ICICI Bank
3 Citi
4 Kotak Mahindra
5 Julius Baer
Indonesia
Best Private Banking Services Overall
2020 2019
1 5 Citi
2 4 Credit Suisse
3 3 Bank Mandiri
3 JPMorgan
5 UBS
Mega HNW (>$250m) 
2020 2019
1 JPMorgan
2 Citi
3 Credit Suisse
4 Goldman Sachs
5 UBS
UHNW (>$30mln-$250mln)
2020 2019
1 3 Citi
2 JPMorgan
3 2 Credit Suisse
4 6= Bank Central Asia
4 UBS
HNW ($5mln-$30mln)
2020 2019
1 4= Bank of Singapore (OCBC)
1 1 Citi
3 3 Credit Suisse
3 2 DBS Bank
5 4= Bank Central Asia
Super Affluent ($1mln-$ 5mln)
2020 2019
1 1 DBS Bank
2 10= Citi
3 2 Bank Mandiri
4 3= Bank Central Asia
5 Bank of Singapore (OCBC)
Capital Markets and Advisory
2020 2019
1 Citi
2 JPMorgan
3 Bank Central Asia
3 Goldman Sachs
5 Morgan Stanley
ESG/Impact Investing
2020 2019
1 1 Bank Central Asia
1 JPMorgan
3 3 DBS Bank
4 2 Bank Mandiri
4 Citi
Family Office Services
2020 2019
1 1 Bank Mandiri
1 Credit Suisse
3 JPMorgan
4 3= Bank Central Asia
5 10= DBS Bank
International Clients
2020 2019
1 7= Citi
2 HSBC
3 1 DBS Bank
4 6 Standard Chartered
5 Mizuho
Investment Management  
2020 2019
1 JPMorgan
2 Citi
3 Commonwealth Bank
Next Generation
2020 2019
1 Credit Suisse
2 Bank Central Asia
2 JPMorgan
4 HSBC
4 UBS
Philanthropic Advice
2020 2019
1 1 Credit Suisse
2 2= Bank Mandiri
3 JPMorgan
4 4= UBS
5 Citi
Research and Asset Allocation Advice
2020 2019
1 2= Bank Mandiri
2 Citi
3 8= JPMorgan
4 Credit Suisse
5 4= DBS Bank
Serving Business Owners
2020 2019
1 Bank Mandiri
2 DBS Bank
3 Citi
4 UOB
5 Credit Suisse
Data Management and Security
2020 2019
1 Citi
2 Bank Central Asia
3 DBS Bank
4 Credit Suisse
5 Bank Mandiri
Innovative or Emerging Technology Adoption
2020 2019
1 DBS Bank
2 Citi
3 Bank Central Asia
4 Bank Mandiri
4 Credit Suisse
Israel
Best Private Banking Services Overall
2020 2019
1 3= JPMorgan
2 7= Pictet
3 Morgan Stanley
4 1 Credit Suisse
5 10= Citi
Mega HNW (>$250m) 
2020 2019
1 JPMorgan
2 UBS
3 Citi
3 Goldman Sachs
5 Lombard Odier
UHNW (>$30mln-$250mln)
2020 2019
1 1 JPMorgan
2 Pictet
3 3= UBS
4 3= Goldman Sachs
5 Citi
5 5= HSBC
HNW ($5mln-$30mln)
2020 2019
1 5= Pictet
2 3 UBS
3 9= JPMorgan
4 2 Julius Baer
5 9= Bank Hapoalim
Super Affluent ($1mln-$ 5mln)
2020 2019
1 4 Bank Hapoalim
2 7 Pictet
3 6 Citi
3 2 Julius Baer
Capital Markets and Advisory
2020 2019
1 JPMorgan
2 Morgan Stanley
3 Jefferies
3 UBS
5 Citi
5 Private Wealth Network (PWN)
ESG/Impact Investing
2020 2019
1 2 JPMorgan
2 BlackRock
2 1 Credit Suisse
4 5= Pictet
5 Barclays
5 Lombard Odier
Family Office Services
2020 2019
1 3 UBS
2 Raveh-Ravid & Co.
3 Pictet
4 2 JPMorgan
5 1 Credit Suisse
International Clients
2020 2019
1 2 JPMorgan
2 1 Credit Suisse
3 3 UBS
4 6= ABN AMRO
4 6= Pictet
Investment Management  
2020 2019
1 JPMorgan
2 BlackRock
3 Goldman Sachs
Next Generation
2020 2019
1 JPMorgan
2 Credit Suisse
2 UBS
4 Pictet
Philanthropic Advice
2020 2019
1 3= JPMorgan
2 2 UBS
3 1 Credit Suisse
4 3= Pictet
5 Commerzbank
5 UBP
Research and Asset Allocation Advice
2020 2019
1 2 JPMorgan
2 Citi
2 Merrill
4 Morgan Stanley
5 4 UBS
Serving Business Owners
2020 2019
1 Citi
1 HSBC
3 Deutsche Bank
Data Management and Security
2020 2019
1 UBS
2 Credit Suisse
2 Vontobel
Innovative or Emerging Technology Adoption
2020 2019
1 UBS
2 JPMorgan
3 Pictet
4 HSBC
4 Julius Baer
Italy
Best Private Banking Services Overall
2020 2019
1 1 UBS
2 2 JPMorgan
3 3 Intesa Sanpaolo
4 4 Credit Suisse
5 5 Goldman Sachs
Mega HNW (>$250m) 
2020 2019
1 JPMorgan
2 UBS
3 Goldman Sachs
4 Credit Suisse
4 Mediobanca
UHNW (>$30mln-$250mln)
2020 2019
1 1 UBS
2 2 JPMorgan
3 4 Credit Suisse
4 3 Goldman Sachs
5 Julius Baer
HNW ($5mln-$30mln)
2020 2019
1 1 UBS
2 5 Mediobanca
3 9= BNL-BNP Paribas
4 3 Intesa Sanpaolo
5 6 Pictet
Super Affluent ($1mln-$ 5mln)
2020 2019
1 1 Intesa Sanpaolo
2 4 UBI Banca
3 3 BNL-BNP Paribas
4 5 UBS
5 2 UniCredit
Capital Markets and Advisory
2020 2019
1 JPMorgan
2 Goldman Sachs
3 Credit Suisse
4 UniCredit
5 UBS
ESG/Impact Investing
2020 2019
1 3 BNL-BNP Paribas
2 4 Pictet
3 1 UBS
4 6 Kairos
Family Office Services
2020 2019
1 1 UBS
2 4 Mediobanca
3 2 Credit Suisse
4 3 JPMorgan
5 Banca Esperia
International Clients
2020 2019
1 3 UBS
2 8 Credit Suisse
3 2 JPMorgan
4 Goldman Sachs
5 9 Pictet
Investment Management  
2020 2019
1 JPMorgan
2 Pictet
3 Fidelity Investments
4 BlackRock
4 UBS
Next Generation
2020 2019
1 Fineco bank
2 UBS
3 N26
3 BNL-BNP Paribas
5 UBI Banca
Philanthropic Advice
2020 2019
1 1 UBS
2 8 Credit Suisse
3 4 UniCredit
4 2 BNL-BNP Paribas
5 3 JPMorgan
Research and Asset Allocation Advice
2020 2019
1 3 UBS
2 1 JPMorgan
3 2 Goldman Sachs
4 8 Societe Generale
5 BNL-BNP Paribas
Serving Business Owners
2020 2019
1 JPMorgan
2 BlackRock
2 UBS
4 UniCredit
5 M&G Investments
Data Management and Security
2020 2019
1 UBS
2 Fineco bank
3 Credit Suisse
4 Intesa Sanpaolo
4 UniCredit
Innovative or Emerging Technology Adoption
2020 2019
1 Fineco bank
2 UniCredit
3 UBS
4 N26
5 UBI Banca














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