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Surveys

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












Japan
Best Private Banking Services Overall
2020 2019
1 1 Mitsubishi UFJ Morgan Stanley PB Securities
2 2 UBS
3 3 Credit Suisse
4 5 Nomura
5 4 SMBC
Mega HNW (>$250m) 
2020 2019
1 Mitsubishi UFJ Morgan Stanley PB Securities
2 UBS
3 Credit Suisse
4 Nomura
5 Mizuho
UHNW (>$30mln-$250mln)
2020 2019
1 1 Mitsubishi UFJ Morgan Stanley PB Securities
2 2 UBS
3 3 Credit Suisse
4 5 Nomura
5 6 Mizuho
HNW ($5mln-$30mln)
2020 2019
1 1 Mitsubishi UFJ Morgan Stanley PB Securities
2 2 UBS
3 5 Nomura
4 3 Credit Suisse
5 6 Mizuho
Super Affluent ($1mln-$ 5mln)
2020 2019
1 1 Mitsubishi UFJ Morgan Stanley PB Securities
2 2 UBS
3 4 Nomura
4 3 Credit Suisse
5 5 SMBC
Capital Markets and Advisory
2020 2019
1 Mitsubishi UFJ Morgan Stanley PB Securities
2 Nomura
3 UBS
4 SMBC
ESG/Impact Investing
2020 2019
1 1 Mitsubishi UFJ Morgan Stanley PB Securities
2 4 Nomura
3 8= SMBC
4 8= Mizuho
5 2 UBS
Family Office Services
2020 2019
1 1 Mitsubishi UFJ Morgan Stanley PB Securities
2 3= UBS
3 2 Credit Suisse
4 3= Nomura
5 8 Mizuho
International Clients
2020 2019
1 1 Mitsubishi UFJ Morgan Stanley PB Securities
2 4 UBS
3 3 Credit Suisse
4 2 Nomura
5 5 SMBC
Investment Management  
2020 2019
1 Mitsubishi UFJ Morgan Stanley PB Securities
2 UBS
3 Credit Suisse
3 Nomura
5 Goldman Sachs
Next Generation
2020 2019
1 Mitsubishi UFJ Morgan Stanley PB Securities
2 UBS
3 Nomura
4 Mizuho
5 Credit Suisse
Philanthropic Advice
2020 2019
1 1 Mitsubishi UFJ Morgan Stanley PB Securities
2 3 UBS
3 2 Credit Suisse
4 6= Mizuho
5 5 Nomura
Research and Asset Allocation Advice
2020 2019
1 1 Mitsubishi UFJ Morgan Stanley PB Securities
2 3 UBS
3 2 Nomura
4 4 Credit Suisse
5 Daiwa Securities
Serving Business Owners
2020 2019
1 Mitsubishi UFJ Morgan Stanley PB Securities
2 Nomura
3 UBS
4 SMBC
5 Mizuho
Data Management and Security
2020 2019
1 Mitsubishi UFJ Morgan Stanley PB Securities
2 UBS
3 Nomura
4 SMBC
5 Credit Suisse
Innovative or Emerging Technology Adoption
2020 2019
1 Mitsubishi UFJ Morgan Stanley PB Securities
2 Nomura
3 UBS
4 Credit Suisse
5 SMBC
Korea
Best Private Banking Services Overall
2020 2019
1 1 KEB Hana Bank
2 3 Shinhan Bank
3 4 Woori Bank
4 2 Kookmin Bank
5 8= Citi
Mega HNW (>$250m) 
2020 2019
1 KEB Hana Bank
2 Shinhan Bank
3 Woori Bank
4 Kookmin Bank
5 Samsung
UHNW (>$30mln-$250mln)
2020 2019
1 1 KEB Hana Bank
2 4 Woori Bank
3 2 Shinhan Bank
4 3 Kookmin Bank
5 7= Samsung
HNW ($5mln-$30mln)
2020 2019
1 1 KEB Hana Bank
2 4 Woori Bank
3 2 Shinhan Bank
4 3 Kookmin Bank
5 8 Citi
Super Affluent ($1mln-$ 5mln)
2020 2019
1 1 KEB Hana Bank
2 4 Woori Bank
3 3 Shinhan Bank
4 2 Kookmin Bank
5 9= Citi
Capital Markets and Advisory
2020 2019
1 KEB Hana Bank
2 Daewoo Securities
3 Kookmin Bank
4 Shinhan Bank
5 Woori Bank
ESG/Impact Investing
2020 2019
1 1 KEB Hana Bank
2 3 Shinhan Bank
3 2 Kookmin Bank
4 4 Woori Bank
5 Citi
5 10 Korea Development Bank
Family Office Services
2020 2019
1 1 KEB Hana Bank
2 2 Woori Bank
3 4 Shinhan Bank
4 5 Samsung
5 3 Kookmin Bank
International Clients
2020 2019
1 1 KEB Hana Bank
2 4= Shinhan Bank
3 9 Citi
4 3 Woori Bank
5 4= Kookmin Bank
Investment Management  
2020 2019
1 KEB Hana Bank
2 Shinhan Bank
3 Daewoo Securities
4 Woori Bank
5 Samsung
Next Generation
2020 2019
1 KEB Hana Bank
2 Woori Bank
3 Shinhan Bank
4 Kookmin Bank
5 Samsung
Philanthropic Advice
2020 2019
1 1 KEB Hana Bank
2 3 Shinhan Bank
3 4 Woori Bank
4 2 Kookmin Bank
5 Citi
Research and Asset Allocation Advice
2020 2019
1 1 KEB Hana Bank
2 7 Daewoo Securities
3 3 Shinhan Bank
4 5 Woori Bank
5 4 Kookmin Bank
Serving Business Owners
2020 2019
1 KEB Hana Bank
2 Woori Bank
3 Shinhan Bank
4 Kookmin Bank
5 Citi
Data Management and Security
2020 2019
1 KEB Hana Bank
2 Shinhan Bank
3 Woori Bank
4 Kookmin Bank
5 Samsung
Innovative or Emerging Technology Adoption
2020 2019
1 KEB Hana Bank
2 Shinhan Bank
3 Woori Bank
4 Kookmin Bank
5 Samsung
Lithuania
Best Private Banking Services Overall
2020 2019
1 Swedbank
2 SEB
3 Invalda (INVL)
4 UBS
5 Orion Securities
Mega HNW (>$250m) 
2020 2019
1 Swedbank
2 SEB
3 UBS
UHNW (>$30mln-$250mln)
2020 2019
1 Swedbank
2 Siauliu bankas
2 UBS
HNW ($5mln-$30mln)
2020 2019
1 Swedbank
2 SEB
3 UBS
4 Invalda (INVL)
4 Lombard Odier
Super Affluent ($1mln-$ 5mln)
2020 2019
1 Swedbank
2 SEB
3 Invalda (INVL)
3 Siauliu bankas
5 Citadele banka
Capital Markets and Advisory
2020 2019
1 Swedbank
2 Invalda (INVL)
3 Orion Securities
4 Siauliu bankas
ESG/Impact Investing
2020 2019
1 Swedbank
2 Nordea
3 DNB Bank
4 ABN AMRO
4 Invalda (INVL)
Family Office Services
2020 2019
1 Orion Securities
1 Swedbank
3 Invalda (INVL)
3 Nordea
5 Danske Bank
International Clients
2020 2019
1 Lewben Group
2 Swedbank
Investment Management  
2020 2019
1 Invalda (INVL)
2 Lords LB Asset Management
Next Generation
2020 2019
1 Orion Securities
1 Swedbank
3 Citadele banka
3 Invalda (INVL)
5 Siauliu bankas
Philanthropic Advice
2020 2019
1 Orion Securities
2 Lewben Group
3 Invalda (INVL)
3 Lawin
5 EY
Research and Asset Allocation Advice
2020 2019
1 Swedbank
2 Orion Securities
Serving Business Owners
2020 2019
1 Swedbank
2 Lewben Group
3 Siauliu bankas
4 Lords LB Asset Management
4 SEB
Luxembourg
Best Private Banking Services Overall
2020 2019
1 3 UBS
2 2 Banque de Luxembourg (Credit Mutuel - CIC Group)
3 4 Pictet
4 1 BGL BNP Paribas
5 5 Credit Suisse
5 JPMorgan
Mega HNW (>$250m) 
2020 2019
1 UBS
2 JPMorgan
3 Pictet
4 Credit Suisse
5 BGL BNP Paribas
UHNW (>$30mln-$250mln)
2020 2019
1 3= Pictet
2 1 UBS
3 6= JPMorgan
4 10= Julius Baer
5 3= Credit Suisse
HNW ($5mln-$30mln)
2020 2019
1 8= Banque de Luxembourg (Credit Mutuel - CIC Group)
2 Julius Baer
3 4 UBS
3 1 BGL BNP Paribas
5 5 Pictet
Super Affluent ($1mln-$ 5mln)
2020 2019
1 3= Banque Internationale a Luxembourg (BIL)
2 5 Banque de Luxembourg (Credit Mutuel - CIC Group)
2 1 BGL BNP Paribas
4 2 ING
5 3= BCEE
Capital Markets and Advisory
2020 2019
1 JPMorgan
1 UBS
3 BGL BNP Paribas
4 Credit Suisse
5 Goldman Sachs
ESG/Impact Investing
2020 2019
1 2 Banque de Luxembourg (Credit Mutuel - CIC Group)
2 7= Deutsche Bank
3 1 BGL BNP Paribas
Family Office Services
2020 2019
1 5 Pictet
2 2 Credit Suisse
3 1 UBS
4 8= Banque de Luxembourg (Credit Mutuel - CIC Group)
5 10 JPMorgan
International Clients
2020 2019
1 7 UBS
2 8= JPMorgan
3 6 Banque Internationale a Luxembourg (BIL)
3 4 Credit Suisse
5 2 BGL BNP Paribas
Investment Management  
2020 2019
1 BlackRock
2 JPMorgan
3 UBS
4 Banque de Luxembourg (Credit Mutuel - CIC Group)
5 Aberdeen Standard Investments
5 BGL BNP Paribas
Next Generation
2020 2019
1 UBS
2 Credit Suisse
3 Julius Baer
4 Banque Internationale a Luxembourg (BIL)
4 Pictet
Philanthropic Advice
2020 2019
1 Pictet
1 3 UBS
3 2 Banque de Luxembourg (Credit Mutuel - CIC Group)
4 Rothschild
5 4 Credit Suisse
Research and Asset Allocation Advice
2020 2019
1 7 JPMorgan
2 6 Credit Suisse
3 1 UBS
4 ABN AMRO
4 2= BGL BNP Paribas
Serving Business Owners
2020 2019
1 ING
2 Banque de Luxembourg (Credit Mutuel - CIC Group)
3 JPMorgan
Data Management and Security
2020 2019
1 UBS
2 Pictet
3 Credit Suisse
4 ING
5 JPMorgan
Innovative or Emerging Technology Adoption
2020 2019
1 Banque de Luxembourg (Credit Mutuel - CIC Group)
Malaysia
Best Private Banking Services Overall
2020 2019
1 1 Maybank
2 2 CIMB
3 9 HSBC
4 6 Citi
5 7= Hong Leong Bank
Mega HNW (>$250m) 
2020 2019
1 Maybank
2 CIMB
3 Citi
4 JPMorgan
5 HSBC
UHNW (>$30mln-$250mln)
2020 2019
1 1 Maybank
2 2 CIMB
3 3 Citi
4 5 HSBC
5 10 Hong Leong Bank
HNW ($5mln-$30mln)
2020 2019
1 1 Maybank
2 2 CIMB
3 3 UOB
4 10= HSBC
5 Affin Hwang
Super Affluent ($1mln-$ 5mln)
2020 2019
1 1 Maybank
2 2 CIMB
3 4 Citi
4 5 UOB
5 6 HSBC
Capital Markets and Advisory
2020 2019
1 Maybank
2 Affin Hwang
2 Hong Leong Bank
4 Bank of Singapore (OCBC)
4 Credit Suisse
ESG/Impact Investing
2020 2019
1 1 Maybank
2 2 CIMB
3 4 UOB
4 Bank of Singapore (OCBC)
5 3 Affin Hwang
Family Office Services
2020 2019
1 1 Maybank
2 2 CIMB
3 3 Affin Hwang
4 Bank of Singapore (OCBC)
5 5 RHB
International Clients
2020 2019
1 1 Maybank
2 2 CIMB
3 3= HSBC
4 Hong Leong Bank
5 3= Citi
Investment Management  
2020 2019
1 Maybank
2 Affin Hwang
3 BlackRock
4 CIMB
5 Bank Muamalat
Next Generation
2020 2019
1 Maybank
2 CIMB
3 Citi
4 Affin Hwang
Philanthropic Advice
2020 2019
1 1 Maybank
2 2 CIMB
3 10= Citi
4 10= HSBC
5 3 Affin Hwang
Research and Asset Allocation Advice
2020 2019
1 1 Maybank
2 2 CIMB
3 3 Affin Hwang
4 10 JPMorgan
5 Citi
Serving Business Owners
2020 2019
1 Maybank
2 CIMB
3 UOB
4 Hong Leong Bank
4 HSBC
Data Management and Security
2020 2019
1 Maybank
2 CIMB
3 Citi
4 HSBC
4 UOB
Innovative or Emerging Technology Adoption
2020 2019
1 Maybank
2 CIMB
3 UOB
4 HSBC
5 Citi
Mexico
Best Private Banking Services Overall
2020 2019
1 1 Santander
2 6 HSBC
3 4 BBVA Bancomer
4 2 JPMorgan
5 Citibanamex
Mega HNW (>$250m) 
2020 2019
1 Santander
2 HSBC
3 BBVA Bancomer
4 JPMorgan
5 Citibanamex
UHNW (>$30mln-$250mln)
2020 2019
1 1 Santander
2 10 HSBC
2 3 BBVA Bancomer
4 2 JPMorgan
5 Citibanamex
HNW ($5mln-$30mln)
2020 2019
1 1 Santander
2 8 HSBC
3 2 BBVA Bancomer
4 3 JPMorgan
5 Citibanamex
Super Affluent ($1mln-$ 5mln)
2020 2019
1 1 Santander
2 4 HSBC
3 3 BBVA Bancomer
4 10= JPMorgan
5 Citibanamex
Capital Markets and Advisory
2020 2019
1 Santander
2 HSBC
3 JPMorgan
4 BBVA Bancomer
5 Citibanamex
ESG/Impact Investing
2020 2019
1 1 Santander
2 HSBC
3 3 JPMorgan
4 5 BBVA Bancomer
5 8 UBS
Family Office Services
2020 2019
1 1 Santander
2 HSBC
3 3= BBVA Bancomer
4 2 JPMorgan
5 Citibanamex
International Clients
2020 2019
1 1 Santander
2 10= HSBC
3 4 JPMorgan
4 3 BBVA Bancomer
5 Actinver
Investment Management  
2020 2019
1 Santander
2 HSBC
3 JPMorgan
4 BBVA Bancomer
5 Citibanamex
Next Generation
2020 2019
1 Santander
2 HSBC
3 JPMorgan
4 BBVA Bancomer
5 Citibanamex
Philanthropic Advice
2020 2019
1 1 Santander
2 7= HSBC
3 3 JPMorgan
4 5 BBVA Bancomer
5 Citibanamex
Research and Asset Allocation Advice
2020 2019
1 1 Santander
2 6= HSBC
3 2 JPMorgan
4 3= BBVA Bancomer
5 Citibanamex
Serving Business Owners
2020 2019
1 Santander
2 HSBC
3 BBVA Bancomer
4 JPMorgan
5 Citibanamex
Data Management and Security
2020 2019
1 Santander
2 HSBC
3 BBVA Bancomer
4 JPMorgan
5 Citibanamex
Innovative or Emerging Technology Adoption
2020 2019
1 Santander
2 HSBC
3 BBVA Bancomer
4 JPMorgan
5 Citibanamex
Monaco
Best Private Banking Services Overall
2020 2019
1 1 BNP Paribas
2 2= UBS
3 5= CFM (CA Indosuez Wealth)
4 2= Julius Baer
5 Pictet
Mega HNW (>$250m) 
2020 2019
1 BNP Paribas
2 UBS
3 Julius Baer
4 CFM (CA Indosuez Wealth)
5 Barclays
UHNW (>$30mln-$250mln)
2020 2019
1 1 BNP Paribas
2 2 UBS
3 3 Julius Baer
4 4 Barclays
5 5= CFM (CA Indosuez Wealth)
HNW ($5mln-$30mln)
2020 2019
1 1 BNP Paribas
2 4 Julius Baer
3 5 Societe Generale
4 3 Barclays
4 2 UBS
Super Affluent ($1mln-$ 5mln)
2020 2019
1 1 BNP Paribas
2 3 Societe Generale
3 2 CFM (CA Indosuez Wealth)
4 5 UBS
5 Rothschild
Capital Markets and Advisory
2020 2019
1 BNP Paribas
2 UBS
3 ABN AMRO
4 Societe Generale
5 Barclays
ESG/Impact Investing
2020 2019
1 7 Barclays
2 1 BNP Paribas
3 8 ABN AMRO
3 2 UBS
5 Pictet
Family Office Services
2020 2019
1 1 BNP Paribas
2 3 UBS
3 JPMorgan
3 4 Monaco Asset Management
5 ABN AMRO
5 10= HSBC
International Clients
2020 2019
1 2 BNP Paribas
2 1 UBS
3 3 Barclays
3 6= Julius Baer
5 ABN AMRO
Investment Management  
2020 2019
1 UBS
2 BNP Paribas
3 ABN AMRO
4 JPMorgan
5 CFM (CA Indosuez Wealth)
5 Pictet
Next Generation
2020 2019
1 UBS
2 BNP Paribas
3 Julius Baer
4 ABN AMRO
5 Barclays
Philanthropic Advice
2020 2019
1 1 BNP Paribas
2 4 Barclays
2 2 UBS
4 ABN AMRO
5 Alfa Bank
5 6 CFM (CA Indosuez Wealth)
Research and Asset Allocation Advice
2020 2019
1 1 BNP Paribas
1 2 UBS
3 Monaco Asset Management
3 3= Societe Generale
Serving Business Owners
2020 2019
1 BNP Paribas
2 CFM (CA Indosuez Wealth)
3 Julius Baer
4 ABN AMRO
Data Management and Security
2020 2019
1 BNP Paribas
2 ABN AMRO
2 CFM (CA Indosuez Wealth)
4 UBS
5 Julius Baer
Innovative or Emerging Technology Adoption
2020 2019
1 UBS
1 BNP Paribas
3 CFM (CA Indosuez Wealth)
4 ABN AMRO
4 Societe Generale
Netherlands
Best Private Banking Services Overall
2020 2019
1 2 ING
2 1 ABN AMRO MeesPierson
3 3 Van Lanschot
4 5 Credit Suisse
5 7 Rabobank
Mega HNW (>$250m)
2020 2019
1 Goldman Sachs
2 JPMorgan
3 UBS
4 Credit Suisse
5 Pictet
5 ABN AMRO MeesPierson
UHNW (>$30mln-$250mln)
2020 2019
1 2= JPMorgan
1 5 UBS
3 6 Credit Suisse
3 4 ABN AMRO MeesPierson
5 7= ING
HNW ($5mln-$30mln)
2020 2019
1 1 ABN AMRO MeesPierson
2 3 ING
3 2 Van Lanschot
4 5= Rabobank
5 4 Credit Suisse
5 SNS REAAL
Super Affluent ($1mln-$ 5mln)
2020 2019
1 1 ABN AMRO MeesPierson
2 4 ING
3 3 Rabobank
4 2 Van Lanschot
Capital Markets and Advisory
2020 2019
1 Credit Suisse
1 JPMorgan
3 ING
4 ABN AMRO MeesPierson
ESG/Impact Investing
2020 2019
1 2 ABN AMRO MeesPierson
2 1 Triodos
3 9= Theodoor Gilissen (KBL)
Family Office Services
2020 2019
1 3 Lombard Odier
2 InsingerGilissen (KBL)
2 2 UBS
4 Pictet
International Clients
2020 2019
1 Credit Suisse
2 BlackRock
2 ABN AMRO MeesPierson
4 ING
5 Pictet
Next Generation
2020 2019
1 ABN AMRO MeesPierson
2 Lombard Odier
2 Van Lanschot
4 ING
5 Rabobank
Philanthropic Advice
2020 2019
1 3= Triodos
2 3= UBS
3 6 Van Lanschot
Research and Asset Allocation Advice
2020 2019
1 6 Morningstar
2 1 JPMorgan
3 Credit Suisse
4 2= ABN AMRO MeesPierson
4 9 Vanguard
Serving Business Owners
2020 2019
1 ABN AMRO MeesPierson
2 ING
3 BNP Paribas
4 Deutsche Bank
5 Credit Suisse
Data Management and Security
2020 2019
1 Credit Suisse
2 ABN AMRO MeesPierson
3 ING
3 Rabobank
5 N26
5 UBS
Innovative or Emerging Technology Adoption
2020 2019
1 Rabobank
2 ING
3 ABN AMRO MeesPierson
Norway
Best Private Banking Services Overall
2020 2019
1 3 DNB Bank
2 4 Nordea
3 Svenska Handelsbanken
4 2 Danske Bank
5 Storebrand
Mega HNW (>$250m)
2020 2019
1 DNB Bank
2 Pareto
3 SEB
4 Nordea
4 Skandiabanken
UHNW (>$30mln-$250mln)
2020 2019
1 5= Nordea
2 3 DNB Bank
3 4 Danske Bank
3 Pareto
5 Svenska Handelsbanken
HNW ($5mln-$30mln)
2020 2019
1 3 DNB Bank
2 9= Svenska Handelsbanken
3 1 Nordea
4 2 Danske Bank
4 Swedbank
Super Affluent ($1mln-$ 5mln)
2020 2019
1 3 DNB Bank
2 4 Nordea
3 Saxo Bank
3 7 Svenska Handelsbanken
5 1 Danske Bank
Capital Markets and Advisory
2020 2019
1 Pareto
2 DNB Bank
3 ABG Sundal Collier
4 Arctic Securities
4 UBS
ESG/Impact Investing
2020 2019
1 Storebrand
2 KLP
3 UBS
4 Credit Suisse
Family Office Services
2020 2019
1 7= Formuesforvaltning
2 2 DNB Bank
3 SEB
4 5= Nordea
5 3 UBS
International Clients
2020 2019
1 1 DNB Bank
2 Svenska Handelsbanken
3 7= UBS
4 5= Nordea
5 Deutsche Bank
5 Goldman Sachs
Investment Management  
2020 2019
1 Storebrand
2 Pareto
Next Generation
2020 2019
1 Danske Bank
2 DNB Bank
Research and Asset Allocation Advice
2020 2019
1 5= ABG Sundal Collier
2 5= Pareto
3 DNB Bank
3 3= UBS
Serving Business Owners
2020 2019
1 DNB Bank
2 SpareBank1
3 Nordea
3 Svenska Handelsbanken
5 UBS
Peru
Best Private Banking Services Overall
2020 2019
1 1 Credicorp Capital
2= 6= JPMorgan
2= 8= UBS
4 4= Interbank
5   Morgan Stanley
Mega HNW (>$250m)
2020 2019
1= Credicorp Capital
1= JPMorgan
3 UBS
4 Credit Suisse
5=   Morgan Stanley
5=   Santander
UHNW (>$30mln-$250mln)
2020 2019
1 1 Credicorp Capital
2 2 JPMorgan
3 6= UBS
4= Julius Baer
4= Morgan Stanley
HNW ($5mln-$30mln)
2020 2019
1 1 Credicorp Capital
2 7= Vontobel
3 10= JPMorgan
4= 4 Credit Suisse
4= 7= Julius Baer
Super Affluent ($1mln-$ 5mln)
2020 2019
1 2 Credicorp Capital
2 4 Interbank
3 5 Scotiabank
4 Julius Baer
5 1 BBVA Continental
Capital Markets and Advisory
2020 2019
1 JPMorgan
2 Credicorp Capital
3 UBS
4= Interbank
4= Morgan Stanley
ESG/Impact Investing
2020 2019
1 5 UBS
2 1 JPMorgan
3 8= Vontobel
4 ABN AMRO
Family Office Services
2020 2019
1 1 Credicorp Capital
2 8= Creuza Advisors
3 WE Family Offices
4 2= JPMorgan
5 LXG
International Clients
2020 2019
1 2= JPMorgan
2 5 Credicorp Capital
3 1 UBS
4 10= Citi
5 Scotiabank
Investment Management  
2020 2019
1 JPMorgan
2 Credicorp Capital
3 Morgan Stanley
4= Scotiabank
4= Vontobel
Next Generation
2020 2019
1 UBS
2 JPMorgan
3 Credicorp Capital
4 Julius Baer
5 Santander
Philanthropic Advice
2020 2019
1 1= JPMorgan
2 1= UBS
3 4 Credit Suisse
Research and Asset Allocation Advice
2020 2019
1 2 JPMorgan
2 3 Credicorp Capital
3 1 UBS
4= BNP Paribas
4= 5 Credit Suisse
Serving Business Owners
2020 2019
1 Credicorp Capital
2 JPMorgan
3 UBS
4 Brown Brothers Harriman
5 Scotiabank
Data Management and Security
2020 2019
1 UBS
2 JPMorgan
3
4= Credit Suisse
4= Julius Baer
Innovative or Emerging Technology Adoption
2020 2019
1 JPMorgan
2 UBS
3 Credit Suisse
Philippines
Best Private Banking Services Overall
2020 2019
1 Bank of Singapore (OCBC)
2 3 Citi
Mega HNW (>$250m) 
2020 2019
1 JPMorgan
2 Citi
UHNW (>$30mln-$250mln)
2020 2019
1 6= JPMorgan
2 UBS
3 9= HSBC
4 5 Citi
5 1 Credit Suisse
HNW ($5mln-$30mln)
2020 2019
1 3= HSBC
2 2 Citi
Super Affluent ($1mln-$ 5mln)
2020 2019
1 8= Citi
2 HSBC
3 Bank of Singapore (OCBC)
4 Standard Chartered
Capital Markets and Advisory
2020 2019
1 HSBC
2 Credit Suisse
2 JPMorgan
4 Citi
5 Bank of Singapore (OCBC)
5 Fidelity Bank
ESG/Impact Investing
2020 2019
1 7= Citi
2 1 Credit Suisse
3 HSBC
4 ABN AMRO
4 Partners Group
Family Office Services
2020 2019
1 5= UBS
2 3= HSBC
3 1 Credit Suisse
4 9= Citi
4 5= JPMorgan
International Clients
2020 2019
1 Citi
2 4= HSBC
3 3 UBS
4 2 Credit Suisse
5 7= JPMorgan
Investment Management  
2020 2019
1 Citi
1 UBS
3 Bank of Singapore (OCBC)
4 Credit Suisse
4 HSBC
Next Generation
2020 2019
1 Credit Suisse
2 JPMorgan
3 Citi
3 UBS
5 Sun Life Financial
5 Zurcher Kantonalbank
Philanthropic Advice
2020 2019
1 HSBC
1 3= UBS
3 1 Credit Suisse
3 2 JPMorgan
5 8= Julius Baer
5 LGT
Research and Asset Allocation Advice
2020 2019
1 9= Citi
2 1 Credit Suisse
Serving Business Owners
2020 2019
1 HSBC
2 Standard Chartered
3 Goldman Sachs
Data Management and Security
2020 2019
1 Citi
2 JPMorgan
2 Lombard Odier
4 Julius Baer
Innovative or Emerging Technology Adoption
2020 2019
1 Citi
2 Credit Suisse
3 UBS
4 HSBC
Poland
Best Private Banking Services Overall
2020 2019
1 Citi Handlowy
2 6= Bank Pekao (UniCredit)
3 4 mBank (Commerzbank)
4 Alior Bank
5 5 Credit Suisse
5 Getin Noble Bank
Mega HNW (>$250m) 
2020 2019
1 Citi Handlowy
2 JPMorgan
3 UBS
4 Credit Suisse
5 Bank Pekao (UniCredit)
UHNW (>$30mln-$250mln)
2020 2019
1 Citi Handlowy
2 1= Credit Suisse
3 Julius Baer
3 7 mBank (Commerzbank)
5 1= PKO Bank Polski
5 Safra
HNW ($5mln-$30mln)
2020 2019
1 2= Citi Handlowy
2 2= PKO Bank Polski
3 Julius Baer
4 4 UBS
5 7= Credit Suisse
5 5 mBank (Commerzbank)
Super Affluent ($1mln-$ 5mln)
2020 2019
1 8= Citi Handlowy
2 2 mBank (Commerzbank)
2 6 PKO Bank Polski
3 8= Bank Handlowy (Citi)
4 ING
5 UBS
Capital Markets and Advisory
2020 2019
1 Citi Handlowy
2 Julius Baer
3 JPMorgan
4 mBank (Commerzbank)
4 PKO Bank Polski
ESG/Impact Investing
2020 2019
1 3= mBank (Commerzbank)
2 9= PKO Bank Polski
3 9= Pimco
4 Julius Baer
5 BlackRock
5 Safra
Family Office Services
2020 2019
1 Citi Handlowy
2 1= Credit Suisse
3 UBS
3 Pictet
5 5= mBank (Commerzbank)
International Clients
2020 2019
1 Citi Handlowy
2 3= Credit Suisse
2 Julius Baer
4 ING
5 UBS
Investment Management  
2020 2019
1 Julius Baer
2 AllianceBernstein
2 mBank (Commerzbank)
4 Citi Handlowy
Next Generation
2020 2019
1 mBank (Commerzbank)
2 Citi Handlowy
3 ING
4 PKO Bank Polski
4 UBS
Philanthropic Advice
2020 2019
1 ING
2 3 PKO Bank Polski
3 2 Credit Suisse
3 7= Pictet
5 Citi Handlowy
5 Safra
Research and Asset Allocation Advice
2020 2019
1 Citi Handlowy
2 BlackRock
2 4= mBank (Commerzbank)
4 8 PKO Bank Polski
4 UBS
Serving Business Owners
2020 2019
1 mBank (Commerzbank)
1 PKO Bank Polski
3 Bank Pekao (UniCredit)
4 ING
5 Citi Handlowy
Data Management and Security
2020 2019
1 mBank (Commerzbank)
Innovative or Emerging Technology Adoption
2020 2019
1 mBank (Commerzbank)
2 Citi Handlowy
2 ING
4 Nutmeg
5 BlackRock
5 Wealthfront
Portugal
Best Private Banking Services Overall
2020 2019
1 1 Santander Portugal 
2 2 Banco Portugues de Investimento (BPI)
3 3 Millennium BCP
4 5 Credit Suisse
5 4 BBVA
Mega HNW (>$250m) 
2020 2019
1 Santander Portugal 
2 Credit Suisse
3 Banco Portugues de Investimento (BPI)
4 Millennium BCP
5 BBVA
UHNW (>$30mln-$250mln)
2020 2019
1 1 Santander Portugal 
2 2 Banco Portugues de Investimento (BPI)
3 4 Credit Suisse
4 7 Bankinter
4 3 Millennium BCP
HNW ($5mln-$30mln)
2020 2019
1 1 Santander Portugal 
2 2 Banco Portugues de Investimento (BPI)
3 4= Credit Suisse
4 3 Millennium BCP
5 7 Bankinter
Super Affluent ($1mln-$ 5mln)
2020 2019
1 1 Santander Portugal 
2 2 Banco Portugues de Investimento (BPI)
3 5 BBVA
4 4 Bankinter
4 3 Millennium BCP
Capital Markets and Advisory
2020 2019
1 Banco Portugues de Investimento (BPI)
1 Santander Portugal 
3 Millennium BCP
4 BBVA
4 Caixa Geral de Depositos
ESG/Impact Investing
2020 2019
1 1 Santander Portugal 
2 2 Banco Portugues de Investimento (BPI)
3 3 Millennium BCP
4 Bankinter
4 5 UBS
Family Office Services
2020 2019
1 1 Santander Portugal 
2 2= Banco Portugues de Investimento (BPI)
2 4 Credit Suisse
4 Edmond de Rothschild Group
4 2= Millennium BCP
International Clients
2020 2019
1 1 Santander Portugal 
2 2 Banco Portugues de Investimento (BPI)
3 5 Credit Suisse
4 3 Millennium BCP
5 4 BBVA
Investment Management  
2020 2019
1 Santander Portugal 
2 Banco Portugues de Investimento (BPI)
3 Bankinter
4 Caixa Geral de Depositos
5 Millennium BCP
Next Generation
2020 2019
1 Santander Portugal 
2 Banco Portugues de Investimento (BPI)
3 Millennium BCP
4 Bankinter
Research and Asset Allocation Advice
2020 2019
1 1 Santander Portugal 
2 2 Banco Portugues de Investimento (BPI)
3 Bankinter
4 3 Millennium BCP
5 6 BBVA
5 4 JPMorgan
Serving Business Owners
2020 2019
1 Santander Portugal 
2 Banco Portugues de Investimento (BPI)
3 Millennium BCP
4 Credit Suisse
4 UBS
Data Management and Security
2020 2019
1 Santander Portugal 
2 Banco Portugues de Investimento (BPI)
3 Credit Suisse
4 Bankinter
5 Millennium BCP
Innovative or Emerging Technology Adoption
2020 2019
1 Santander Portugal 
2 Banco Portugues de Investimento (BPI)
3 Bankinter
4 BBVA
4 Millennium BCP


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