Private Banking and Wealth Management Survey 2020: Domestic Results J-P

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© 2020 Euromoney
Results Index
Use data from this survey
JapanNetherlands
KoreaNorway
LithuaniaPeru
LuxembourgPhilippines
MalaysiaPoland
MexicoPortugal
Monaco






Japan
Best Private Banking Services Overall
20202019
11Mitsubishi UFJ Morgan Stanley PB Securities
22UBS
33Credit Suisse
45Nomura
54SMBC
Mega HNW (>$250m) 
20202019
1Mitsubishi UFJ Morgan Stanley PB Securities
2UBS
3Credit Suisse
4Nomura
5Mizuho
UHNW (>$30mln-$250mln)
20202019
11Mitsubishi UFJ Morgan Stanley PB Securities
22UBS
33Credit Suisse
45Nomura
56Mizuho
HNW ($5mln-$30mln)
20202019
11Mitsubishi UFJ Morgan Stanley PB Securities
22UBS
35Nomura
43Credit Suisse
56Mizuho
Super Affluent ($1mln-$ 5mln)
20202019
11Mitsubishi UFJ Morgan Stanley PB Securities
22UBS
34Nomura
43Credit Suisse
55SMBC
Capital Markets and Advisory
20202019
1Mitsubishi UFJ Morgan Stanley PB Securities
2Nomura
3UBS
4SMBC
ESG/Impact Investing
20202019
11Mitsubishi UFJ Morgan Stanley PB Securities
24Nomura
38=SMBC
48=Mizuho
52UBS
Family Office Services
20202019
11Mitsubishi UFJ Morgan Stanley PB Securities
23=UBS
32Credit Suisse
43=Nomura
58Mizuho
International Clients
20202019
11Mitsubishi UFJ Morgan Stanley PB Securities
24UBS
33Credit Suisse
42Nomura
55SMBC
Investment Management  
20202019
1Mitsubishi UFJ Morgan Stanley PB Securities
2UBS
3Credit Suisse
3Nomura
5Goldman Sachs
Next Generation
20202019
1Mitsubishi UFJ Morgan Stanley PB Securities
2UBS
3Nomura
4Mizuho
5Credit Suisse
Philanthropic Advice
20202019
11Mitsubishi UFJ Morgan Stanley PB Securities
23UBS
32Credit Suisse
46=Mizuho
55Nomura
Research and Asset Allocation Advice
20202019
11Mitsubishi UFJ Morgan Stanley PB Securities
23UBS
32Nomura
44Credit Suisse
5Daiwa Securities
Serving Business Owners
20202019
1Mitsubishi UFJ Morgan Stanley PB Securities
2Nomura
3UBS
4SMBC
5Mizuho
Data Management and Security
20202019
1Mitsubishi UFJ Morgan Stanley PB Securities
2UBS
3Nomura
4SMBC
5Credit Suisse
Innovative or Emerging Technology Adoption
20202019
1Mitsubishi UFJ Morgan Stanley PB Securities
2Nomura
3UBS
4Credit Suisse
5SMBC
Korea
Best Private Banking Services Overall
20202019
11KEB Hana Bank
23Shinhan Bank
34Woori Bank
42Kookmin Bank
58=Citi
Mega HNW (>$250m) 
20202019
1KEB Hana Bank
2Shinhan Bank
3Woori Bank
4Kookmin Bank
5Samsung
UHNW (>$30mln-$250mln)
20202019
11KEB Hana Bank
24Woori Bank
32Shinhan Bank
43Kookmin Bank
57=Samsung
HNW ($5mln-$30mln)
20202019
11KEB Hana Bank
24Woori Bank
32Shinhan Bank
43Kookmin Bank
58Citi
Super Affluent ($1mln-$ 5mln)
20202019
11KEB Hana Bank
24Woori Bank
33Shinhan Bank
42Kookmin Bank
59=Citi
Capital Markets and Advisory
20202019
1KEB Hana Bank
2Daewoo Securities
3Kookmin Bank
4Shinhan Bank
5Woori Bank
ESG/Impact Investing
20202019
11KEB Hana Bank
23Shinhan Bank
32Kookmin Bank
44Woori Bank
5Citi
510Korea Development Bank
Family Office Services
20202019
11KEB Hana Bank
22Woori Bank
34Shinhan Bank
45Samsung
53Kookmin Bank
International Clients
20202019
11KEB Hana Bank
24=Shinhan Bank
39Citi
43Woori Bank
54=Kookmin Bank
Investment Management  
20202019
1KEB Hana Bank
2Shinhan Bank
3Daewoo Securities
4Woori Bank
5Samsung
Next Generation
20202019
1KEB Hana Bank
2Woori Bank
3Shinhan Bank
4Kookmin Bank
5Samsung
Philanthropic Advice
20202019
11KEB Hana Bank
23Shinhan Bank
34Woori Bank
42Kookmin Bank
5Citi
Research and Asset Allocation Advice
20202019
11KEB Hana Bank
27Daewoo Securities
33Shinhan Bank
45Woori Bank
54Kookmin Bank
Serving Business Owners
20202019
1KEB Hana Bank
2Woori Bank
3Shinhan Bank
4Kookmin Bank
5Citi
Data Management and Security
20202019
1KEB Hana Bank
2Shinhan Bank
3Woori Bank
4Kookmin Bank
5Samsung
Innovative or Emerging Technology Adoption
20202019
1KEB Hana Bank
2Shinhan Bank
3Woori Bank
4Kookmin Bank
5Samsung
Lithuania
Best Private Banking Services Overall
20202019
1Swedbank
2SEB
3Invalda (INVL)
4UBS
5Orion Securities
Mega HNW (>$250m) 
20202019
1Swedbank
2SEB
3UBS
UHNW (>$30mln-$250mln)
20202019
1Swedbank
2Siauliu bankas
2UBS
HNW ($5mln-$30mln)
20202019
1Swedbank
2SEB
3UBS
4Invalda (INVL)
4Lombard Odier
Super Affluent ($1mln-$ 5mln)
20202019
1Swedbank
2SEB
3Invalda (INVL)
3Siauliu bankas
5Citadele banka
Capital Markets and Advisory
20202019
1Swedbank
2Invalda (INVL)
3Orion Securities
4Siauliu bankas
ESG/Impact Investing
20202019
1Swedbank
2Nordea
3DNB Bank
4ABN AMRO
4Invalda (INVL)
Family Office Services
20202019
1Orion Securities
1Swedbank
3Invalda (INVL)
3Nordea
5Danske Bank
International Clients
20202019
1Lewben Group
2Swedbank
Investment Management  
20202019
1Invalda (INVL)
2Lords LB Asset Management
Next Generation
20202019
1Orion Securities
1Swedbank
3Citadele banka
3Invalda (INVL)
5Siauliu bankas
Philanthropic Advice
20202019
1Orion Securities
2Lewben Group
3Invalda (INVL)
3Lawin
5EY
Research and Asset Allocation Advice
20202019
1Swedbank
2Orion Securities
Serving Business Owners
20202019
1Swedbank
2Lewben Group
3Siauliu bankas
4Lords LB Asset Management
4SEB
Luxembourg
Best Private Banking Services Overall
20202019
13UBS
22Banque de Luxembourg (Credit Mutuel - CIC Group)
34Pictet
41BGL BNP Paribas
55Credit Suisse
5JPMorgan
Mega HNW (>$250m) 
20202019
1UBS
2JPMorgan
3Pictet
4Credit Suisse
5BGL BNP Paribas
UHNW (>$30mln-$250mln)
20202019
13=Pictet
21UBS
36=JPMorgan
410=Julius Baer
53=Credit Suisse
HNW ($5mln-$30mln)
20202019
18=Banque de Luxembourg (Credit Mutuel - CIC Group)
2Julius Baer
34UBS
31BGL BNP Paribas
55Pictet
Super Affluent ($1mln-$ 5mln)
20202019
13=Banque Internationale a Luxembourg (BIL)
25Banque de Luxembourg (Credit Mutuel - CIC Group)
21BGL BNP Paribas
42ING
53=BCEE
Capital Markets and Advisory
20202019
1JPMorgan
1UBS
3BGL BNP Paribas
4Credit Suisse
5Goldman Sachs
ESG/Impact Investing
20202019
12Banque de Luxembourg (Credit Mutuel - CIC Group)
27=Deutsche Bank
31BGL BNP Paribas
Family Office Services
20202019
15Pictet
22Credit Suisse
31UBS
48=Banque de Luxembourg (Credit Mutuel - CIC Group)
510JPMorgan
International Clients
20202019
17UBS
28=JPMorgan
36Banque Internationale a Luxembourg (BIL)
34Credit Suisse
52BGL BNP Paribas
Investment Management  
20202019
1BlackRock
2JPMorgan
3UBS
4Banque de Luxembourg (Credit Mutuel - CIC Group)
5Aberdeen Standard Investments
5BGL BNP Paribas
Next Generation
20202019
1UBS
2Credit Suisse
3Julius Baer
4Banque Internationale a Luxembourg (BIL)
4Pictet
Philanthropic Advice
20202019
1Pictet
13UBS
32Banque de Luxembourg (Credit Mutuel - CIC Group)
4Rothschild
54Credit Suisse
Research and Asset Allocation Advice
20202019
17JPMorgan
26Credit Suisse
31UBS
4ABN AMRO
42=BGL BNP Paribas
Serving Business Owners
20202019
1ING
2Banque de Luxembourg (Credit Mutuel - CIC Group)
3JPMorgan
Data Management and Security
20202019
1UBS
2Pictet
3Credit Suisse
4ING
5JPMorgan
Innovative or Emerging Technology Adoption
20202019
1Banque de Luxembourg (Credit Mutuel - CIC Group)
Malaysia
Best Private Banking Services Overall
20202019
11Maybank
22CIMB
39HSBC
46Citi
57=Hong Leong Bank
Mega HNW (>$250m) 
20202019
1Maybank
2CIMB
3Citi
4JPMorgan
5HSBC
UHNW (>$30mln-$250mln)
20202019
11Maybank
22CIMB
33Citi
45HSBC
510Hong Leong Bank
HNW ($5mln-$30mln)
20202019
11Maybank
22CIMB
33UOB
410=HSBC
5Affin Hwang
Super Affluent ($1mln-$ 5mln)
20202019
11Maybank
22CIMB
34Citi
45UOB
56HSBC
Capital Markets and Advisory
20202019
1Maybank
2Affin Hwang
2Hong Leong Bank
4Bank of Singapore (OCBC)
4Credit Suisse
ESG/Impact Investing
20202019
11Maybank
22CIMB
34UOB
4Bank of Singapore (OCBC)
53Affin Hwang
Family Office Services
20202019
11Maybank
22CIMB
33Affin Hwang
4Bank of Singapore (OCBC)
55RHB
International Clients
20202019
11Maybank
22CIMB
33=HSBC
4Hong Leong Bank
53=Citi
Investment Management  
20202019
1Maybank
2Affin Hwang
3BlackRock
4CIMB
5Bank Muamalat
Next Generation
20202019
1Maybank
2CIMB
3Citi
4Affin Hwang
Philanthropic Advice
20202019
11Maybank
22CIMB
310=Citi
410=HSBC
53Affin Hwang
Research and Asset Allocation Advice
20202019
11Maybank
22CIMB
33Affin Hwang
410JPMorgan
5Citi
Serving Business Owners
20202019
1Maybank
2CIMB
3UOB
4Hong Leong Bank
4HSBC
Data Management and Security
20202019
1Maybank
2CIMB
3Citi
4HSBC
4UOB
Innovative or Emerging Technology Adoption
20202019
1Maybank
2CIMB
3UOB
4HSBC
5Citi
Mexico
Best Private Banking Services Overall
20202019
11Santander
26HSBC
34BBVA Bancomer
42JPMorgan
5Citibanamex
Mega HNW (>$250m) 
20202019
1Santander
2HSBC
3BBVA Bancomer
4JPMorgan
5Citibanamex
UHNW (>$30mln-$250mln)
20202019
11Santander
210HSBC
23BBVA Bancomer
42JPMorgan
5Citibanamex
HNW ($5mln-$30mln)
20202019
11Santander
28HSBC
32BBVA Bancomer
43JPMorgan
5Citibanamex
Super Affluent ($1mln-$ 5mln)
20202019
11Santander
24HSBC
33BBVA Bancomer
410=JPMorgan
5Citibanamex
Capital Markets and Advisory
20202019
1Santander
2HSBC
3JPMorgan
4BBVA Bancomer
5Citibanamex
ESG/Impact Investing
20202019
11Santander
2HSBC
33JPMorgan
45BBVA Bancomer
58UBS
Family Office Services
20202019
11Santander
2HSBC
33=BBVA Bancomer
42JPMorgan
5Citibanamex
International Clients
20202019
11Santander
210=HSBC
34JPMorgan
43BBVA Bancomer
5Actinver
Investment Management  
20202019
1Santander
2HSBC
3JPMorgan
4BBVA Bancomer
5Citibanamex
Next Generation
20202019
1Santander
2HSBC
3JPMorgan
4BBVA Bancomer
5Citibanamex
Philanthropic Advice
20202019
11Santander
27=HSBC
33JPMorgan
45BBVA Bancomer
5Citibanamex
Research and Asset Allocation Advice
20202019
11Santander
26=HSBC
32JPMorgan
43=BBVA Bancomer
5Citibanamex
Serving Business Owners
20202019
1Santander
2HSBC
3BBVA Bancomer
4JPMorgan
5Citibanamex
Data Management and Security
20202019
1Santander
2HSBC
3BBVA Bancomer
4JPMorgan
5Citibanamex
Innovative or Emerging Technology Adoption
20202019
1Santander
2HSBC
3BBVA Bancomer
4JPMorgan
5Citibanamex
Monaco
Best Private Banking Services Overall
20202019
11BNP Paribas
22=UBS
35=CFM (CA Indosuez Wealth)
42=Julius Baer
5Pictet
Mega HNW (>$250m) 
20202019
1BNP Paribas
2UBS
3Julius Baer
4CFM (CA Indosuez Wealth)
5Barclays
UHNW (>$30mln-$250mln)
20202019
11BNP Paribas
22UBS
33Julius Baer
44Barclays
55=CFM (CA Indosuez Wealth)
HNW ($5mln-$30mln)
20202019
11BNP Paribas
24Julius Baer
35Societe Generale
43Barclays
42UBS
Super Affluent ($1mln-$ 5mln)
20202019
11BNP Paribas
23Societe Generale
32CFM (CA Indosuez Wealth)
45UBS
5Rothschild
Capital Markets and Advisory
20202019
1BNP Paribas
2UBS
3ABN AMRO
4Societe Generale
5Barclays
ESG/Impact Investing
20202019
17Barclays
21BNP Paribas
38ABN AMRO
32UBS
5Pictet
Family Office Services
20202019
11BNP Paribas
23UBS
3JPMorgan
34Monaco Asset Management
5ABN AMRO
510=HSBC
International Clients
20202019
12BNP Paribas
21UBS
33Barclays
36=Julius Baer
5ABN AMRO
Investment Management  
20202019
1UBS
2BNP Paribas
3ABN AMRO
4JPMorgan
5CFM (CA Indosuez Wealth)
5Pictet
Next Generation
20202019
1UBS
2BNP Paribas
3Julius Baer
4ABN AMRO
5Barclays
Philanthropic Advice
20202019
11BNP Paribas
24Barclays
22UBS
4ABN AMRO
5Alfa Bank
56CFM (CA Indosuez Wealth)
Research and Asset Allocation Advice
20202019
11BNP Paribas
12UBS
3Monaco Asset Management
33=Societe Generale
Serving Business Owners
20202019
1BNP Paribas
2CFM (CA Indosuez Wealth)
3Julius Baer
4ABN AMRO
Data Management and Security
20202019
1BNP Paribas
2ABN AMRO
2CFM (CA Indosuez Wealth)
4UBS
5Julius Baer
Innovative or Emerging Technology Adoption
20202019
1UBS
1BNP Paribas
3CFM (CA Indosuez Wealth)
4ABN AMRO
4Societe Generale
Netherlands
Best Private Banking Services Overall
20202019
12ING
21ABN AMRO MeesPierson
33Van Lanschot
45Credit Suisse
57Rabobank
Mega HNW (>$250m)
20202019
1Goldman Sachs
2JPMorgan
3UBS
4Credit Suisse
5Pictet
5ABN AMRO MeesPierson
UHNW (>$30mln-$250mln)
20202019
12=JPMorgan
15UBS
36Credit Suisse
34ABN AMRO MeesPierson
57=ING
HNW ($5mln-$30mln)
20202019
11ABN AMRO MeesPierson
23ING
32Van Lanschot
45=Rabobank
54Credit Suisse
5SNS REAAL
Super Affluent ($1mln-$ 5mln)
20202019
11ABN AMRO MeesPierson
24ING
33Rabobank
42Van Lanschot
Capital Markets and Advisory
20202019
1Credit Suisse
1JPMorgan
3ING
4ABN AMRO MeesPierson
ESG/Impact Investing
20202019
12ABN AMRO MeesPierson
21Triodos
39=Theodoor Gilissen (KBL)
Family Office Services
20202019
13Lombard Odier
2InsingerGilissen (KBL)
22UBS
4Pictet
International Clients
20202019
1Credit Suisse
2BlackRock
2ABN AMRO MeesPierson
4ING
5Pictet
Next Generation
20202019
1ABN AMRO MeesPierson
2Lombard Odier
2Van Lanschot
4ING
5Rabobank
Philanthropic Advice
20202019
13=Triodos
23=UBS
36Van Lanschot
Research and Asset Allocation Advice
20202019
16Morningstar
21JPMorgan
3Credit Suisse
42=ABN AMRO MeesPierson
49Vanguard
Serving Business Owners
20202019
1ABN AMRO MeesPierson
2ING
3BNP Paribas
4Deutsche Bank
5Credit Suisse
Data Management and Security
20202019
1Credit Suisse
2ABN AMRO MeesPierson
3ING
3Rabobank
5N26
5UBS
Innovative or Emerging Technology Adoption
20202019
1Rabobank
2ING
3ABN AMRO MeesPierson
Norway
Best Private Banking Services Overall
20202019
13DNB Bank
24Nordea
3Svenska Handelsbanken
42Danske Bank
5Storebrand
Mega HNW (>$250m)
20202019
1DNB Bank
2Pareto
3SEB
4Nordea
4Skandiabanken
UHNW (>$30mln-$250mln)
20202019
15=Nordea
23DNB Bank
34Danske Bank
3Pareto
5Svenska Handelsbanken
HNW ($5mln-$30mln)
20202019
13DNB Bank
29=Svenska Handelsbanken
31Nordea
42Danske Bank
4Swedbank
Super Affluent ($1mln-$ 5mln)
20202019
13DNB Bank
24Nordea
3Saxo Bank
37Svenska Handelsbanken
51Danske Bank
Capital Markets and Advisory
20202019
1Pareto
2DNB Bank
3ABG Sundal Collier
4Arctic Securities
4UBS
ESG/Impact Investing
20202019
1Storebrand
2KLP
3UBS
4Credit Suisse
Family Office Services
20202019
17=Formuesforvaltning
22DNB Bank
3SEB
45=Nordea
53UBS
International Clients
20202019
11DNB Bank
2Svenska Handelsbanken
37=UBS
45=Nordea
5Deutsche Bank
5Goldman Sachs
Investment Management  
20202019
1Storebrand
2Pareto
Next Generation
20202019
1Danske Bank
2DNB Bank
Research and Asset Allocation Advice
20202019
15=ABG Sundal Collier
25=Pareto
3DNB Bank
33=UBS
Serving Business Owners
20202019
1DNB Bank
2SpareBank1
3Nordea
3Svenska Handelsbanken
5UBS
Peru
Best Private Banking Services Overall
20202019
11Credicorp Capital
2=6=JPMorgan
2=8=UBS
44=Interbank
5Morgan Stanley
Mega HNW (>$250m)
20202019
1=Credicorp Capital
1=JPMorgan
3UBS
4Credit Suisse
5=Morgan Stanley
5=Santander
UHNW (>$30mln-$250mln)
20202019
11Credicorp Capital
22JPMorgan
36=UBS
4=Julius Baer
4=Morgan Stanley
HNW ($5mln-$30mln)
20202019
11Credicorp Capital
27=Vontobel
310=JPMorgan
4=4Credit Suisse
4=7=Julius Baer
Super Affluent ($1mln-$ 5mln)
20202019
12Credicorp Capital
24Interbank
35Scotiabank
4Julius Baer
51BBVA Continental
Capital Markets and Advisory
20202019
1JPMorgan
2Credicorp Capital
3UBS
4=Interbank
4=Morgan Stanley
ESG/Impact Investing
20202019
15UBS
21JPMorgan
38=Vontobel
4ABN AMRO
Family Office Services
20202019
11Credicorp Capital
28=Creuza Advisors
3WE Family Offices
42=JPMorgan
5LXG
International Clients
20202019
12=JPMorgan
25Credicorp Capital
31UBS
410=Citi
5Scotiabank
Investment Management  
20202019
1JPMorgan
2Credicorp Capital
3Morgan Stanley
4=Scotiabank
4=Vontobel
Next Generation
20202019
1UBS
2JPMorgan
3Credicorp Capital
4Julius Baer
5Santander
Philanthropic Advice
20202019
11=JPMorgan
21=UBS
34Credit Suisse
Research and Asset Allocation Advice
20202019
12JPMorgan
23Credicorp Capital
31UBS
4=BNP Paribas
4=5Credit Suisse
Serving Business Owners
20202019
1Credicorp Capital
2JPMorgan
3UBS
4Brown Brothers Harriman
5Scotiabank
Data Management and Security
20202019
1UBS
2JPMorgan
3
4=Credit Suisse
4=Julius Baer
Innovative or Emerging Technology Adoption
20202019
1JPMorgan
2UBS
3Credit Suisse
Philippines
Best Private Banking Services Overall
20202019
1Bank of Singapore (OCBC)
23Citi
Mega HNW (>$250m) 
20202019
1JPMorgan
2Citi
UHNW (>$30mln-$250mln)
20202019
16=JPMorgan
2UBS
39=HSBC
45Citi
51Credit Suisse
HNW ($5mln-$30mln)
20202019
13=HSBC
22Citi
Super Affluent ($1mln-$ 5mln)
20202019
18=Citi
2HSBC
3Bank of Singapore (OCBC)
4Standard Chartered
Capital Markets and Advisory
20202019
1HSBC
2Credit Suisse
2JPMorgan
4Citi
5Bank of Singapore (OCBC)
5Fidelity Bank
ESG/Impact Investing
20202019
17=Citi
21Credit Suisse
3HSBC
4ABN AMRO
4Partners Group
Family Office Services
20202019
15=UBS
23=HSBC
31Credit Suisse
49=Citi
45=JPMorgan
International Clients
20202019
1Citi
24=HSBC
33UBS
42Credit Suisse
57=JPMorgan
Investment Management  
20202019
1Citi
1UBS
3Bank of Singapore (OCBC)
4Credit Suisse
4HSBC
Next Generation
20202019
1Credit Suisse
2JPMorgan
3Citi
3UBS
5Sun Life Financial
5Zurcher Kantonalbank
Philanthropic Advice
20202019
1HSBC
13=UBS
31Credit Suisse
32JPMorgan
58=Julius Baer
5LGT
Research and Asset Allocation Advice
20202019
19=Citi
21Credit Suisse
Serving Business Owners
20202019
1HSBC
2Standard Chartered
3Goldman Sachs
Data Management and Security
20202019
1Citi
2JPMorgan
2Lombard Odier
4Julius Baer
Innovative or Emerging Technology Adoption
20202019
1Citi
2Credit Suisse
3UBS
4HSBC
Poland
Best Private Banking Services Overall
20202019
1Citi Handlowy
26=Bank Pekao (UniCredit)
34mBank (Commerzbank)
4Alior Bank
55Credit Suisse
5Getin Noble Bank
Mega HNW (>$250m) 
20202019
1Citi Handlowy
2JPMorgan
3UBS
4Credit Suisse
5Bank Pekao (UniCredit)
UHNW (>$30mln-$250mln)
20202019
1Citi Handlowy
21=Credit Suisse
3Julius Baer
37mBank (Commerzbank)
51=PKO Bank Polski
5Safra
HNW ($5mln-$30mln)
20202019
12=Citi Handlowy
22=PKO Bank Polski
3Julius Baer
44UBS
57=Credit Suisse
55mBank (Commerzbank)
Super Affluent ($1mln-$ 5mln)
20202019
18=Citi Handlowy
22mBank (Commerzbank)
26PKO Bank Polski
38=Bank Handlowy (Citi)
4ING
5UBS
Capital Markets and Advisory
20202019
1Citi Handlowy
2Julius Baer
3JPMorgan
4mBank (Commerzbank)
4PKO Bank Polski
ESG/Impact Investing
20202019
13=mBank (Commerzbank)
29=PKO Bank Polski
39=Pimco
4Julius Baer
5BlackRock
5Safra
Family Office Services
20202019
1Citi Handlowy
21=Credit Suisse
3UBS
3Pictet
55=mBank (Commerzbank)
International Clients
20202019
1Citi Handlowy
23=Credit Suisse
2Julius Baer
4ING
5UBS
Investment Management  
20202019
1Julius Baer
2AllianceBernstein
2mBank (Commerzbank)
4Citi Handlowy
Next Generation
20202019
1mBank (Commerzbank)
2Citi Handlowy
3ING
4PKO Bank Polski
4UBS
Philanthropic Advice
20202019
1ING
23PKO Bank Polski
32Credit Suisse
37=Pictet
5Citi Handlowy
5Safra
Research and Asset Allocation Advice
20202019
1Citi Handlowy
2BlackRock
24=mBank (Commerzbank)
48PKO Bank Polski
4UBS
Serving Business Owners
20202019
1mBank (Commerzbank)
1PKO Bank Polski
3Bank Pekao (UniCredit)
4ING
5Citi Handlowy
Data Management and Security
20202019
1mBank (Commerzbank)
Innovative or Emerging Technology Adoption
20202019
1mBank (Commerzbank)
2Citi Handlowy
2ING
4Nutmeg
5BlackRock
5Wealthfront
Portugal
Best Private Banking Services Overall
20202019
11Santander Portugal 
22Banco Portugues de Investimento (BPI)
33Millennium BCP
45Credit Suisse
54BBVA
Mega HNW (>$250m) 
20202019
1Santander Portugal 
2Credit Suisse
3Banco Portugues de Investimento (BPI)
4Millennium BCP
5BBVA
UHNW (>$30mln-$250mln)
20202019
11Santander Portugal 
22Banco Portugues de Investimento (BPI)
34Credit Suisse
47Bankinter
43Millennium BCP
HNW ($5mln-$30mln)
20202019
11Santander Portugal 
22Banco Portugues de Investimento (BPI)
34=Credit Suisse
43Millennium BCP
57Bankinter
Super Affluent ($1mln-$ 5mln)
20202019
11Santander Portugal 
22Banco Portugues de Investimento (BPI)
35BBVA
44Bankinter
43Millennium BCP
Capital Markets and Advisory
20202019
1Banco Portugues de Investimento (BPI)
1Santander Portugal 
3Millennium BCP
4BBVA
4Caixa Geral de Depositos
ESG/Impact Investing
20202019
11Santander Portugal 
22Banco Portugues de Investimento (BPI)
33Millennium BCP
4Bankinter
45UBS
Family Office Services
20202019
11Santander Portugal 
22=Banco Portugues de Investimento (BPI)
24Credit Suisse
4Edmond de Rothschild Group
42=Millennium BCP
International Clients
20202019
11Santander Portugal 
22Banco Portugues de Investimento (BPI)
35Credit Suisse
43Millennium BCP
54BBVA
Investment Management  
20202019
1Santander Portugal 
2Banco Portugues de Investimento (BPI)
3Bankinter
4Caixa Geral de Depositos
5Millennium BCP
Next Generation
20202019
1Santander Portugal 
2Banco Portugues de Investimento (BPI)
3Millennium BCP
4Bankinter
Research and Asset Allocation Advice
20202019
11Santander Portugal 
22Banco Portugues de Investimento (BPI)
3Bankinter
43Millennium BCP
56BBVA
54JPMorgan
Serving Business Owners
20202019
1Santander Portugal 
2Banco Portugues de Investimento (BPI)
3Millennium BCP
4Credit Suisse
4UBS
Data Management and Security
20202019
1Santander Portugal 
2Banco Portugues de Investimento (BPI)
3Credit Suisse
4Bankinter
5Millennium BCP
Innovative or Emerging Technology Adoption
20202019
1Santander Portugal 
2Banco Portugues de Investimento (BPI)
3Bankinter
4BBVA
4Millennium BCP



MORE PRIVATE BANKING SURVEY RESULTS AVAILABLE

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.