Private Banking and Wealth Management Survey 2020: Domestic Results R-T

COPYING AND DISTRIBUTING ARE PROHIBITED WITHOUT PERMISSION OF THE PUBLISHER: SContreras@Euromoney.com

By:
Published on:
pb 2020 logo
© 2020 Euromoney
Results Index
Use data from this survey
Russia Spain
Saudi ArabiaSweden 
SingaporeSwitzerland
Slovakia Taiwan
South AfricaTurkey






Russia
Best Private Banking Services Overall
20202019
13Sberbank
2Pictet
24UBS
41Credit Suisse
5LEON Family Office
Mega HNW (>$250m) 
20202019
1UBS
2Alfa Bank
3Sberbank
3VTB
5LEON Family Office
UHNW (>$30mln-$250mln)
20202019
18Pictet
21UBS
32=Credit Suisse
4EFG International
5Alfa Bank
HNW ($5mln-$30mln)
20202019
1EFG International
14Julius Baer
37Pictet
4LEON Family Office
510=Alfa Bank
56UBS
Super Affluent ($1mln-$ 5mln)
20202019
19Alfa Bank
23Julius Baer
3LEON Family Office
Capital Markets and Advisory
20202019
1LEON Family Office
ESG/Impact Investing
20202019
1EFG International
2LEON Family Office
3Alfa Bank
4Eurobank
5VTB
Family Office Services
20202019
1Alfa Bank
23UBS
3LEON Family Office
International Clients
20202019
1Citi
21=UBS
2VTB
4LEON Family Office
58=Alfa Bank
Investment Management  
20202019
1VTB
2LEON Family Office
3EFG International
3Eurobank
5Alfa Bank
5ATON Group
Next Generation
20202019
1LEON Family Office
Philanthropic Advice
20202019
1Rothschild
2VTB
3LEON Family Office
4EFG International
55=Pictet
Research and Asset Allocation Advice
20202019
1Alfa Bank
2VTB
32UBS
4LEON Family Office
5EFG International
5Eurobank
Serving Business Owners
20202019
1VTB
2LEON Family Office
3Alfa Bank
Data Management and Security
20202019
1Sberbank
2EFG International
2VTB
4LEON Family Office
5Eurobank
Innovative or Emerging Technology Adoption
20202019
1Sberbank
Saudi Arabia
Best Private Banking Services Overall
20202019
1JPMorgan
2HSBC
3Credit Suisse
3UBS
5SABB (HSBC)
Mega HNW (>$250m) 
20202019
1SABB (HSBC)
2UBS
3JPMorgan
3National Commercial Bank
5Credit Suisse
UHNW (>$30mln-$250mln)
20202019
1HSBC
2JPMorgan
3National Commercial Bank
4Credit Suisse
5Julius Baer
5UBS
HNW ($5mln-$30mln)
20202019
1National Commercial Bank
2Credit Suisse
3UBS
4Julius Baer
5UBP
Super Affluent ($1mln-$ 5mln)
20202019
1National Commercial Bank
2HSBC
3UBS
4SABB (HSBC)
5Samba
Capital Markets and Advisory
20202019
1Goldman Sachs
2Pictet
3JPMorgan
4National Commercial Bank
4Rabobank
ESG/Impact Investing
20202019
1HSBC
2Goldman Sachs
3Pictet
Family Office Services
20202019
1JPMorgan
1Pictet
3Goldman Sachs
3UBS
International Clients
20202019
1HSBC
2SABB (HSBC)
3Citi
4Deutsche Bank
5Credit Agricole
Investment Management  
20202019
1Pictet
1JPMorgan
3Blackstone
3National Commercial Bank
5HSBC
Next Generation
20202019
1UBS
2Lombard Odier
3JPMorgan
4Citi
5National Commercial Bank
Philanthropic Advice
20202019
1SABB (HSBC)
Research and Asset Allocation Advice
20202019
1UBS
2Goldman Sachs
Serving Business Owners
20202019
1National Commercial Bank
2HSBC
3SABB (HSBC)
4Al Rajhi Bank
4Deutsche Bank
Data Management and Security
20202019
1Pictet
2UBS
3Credit Suisse
Innovative or Emerging Technology Adoption
20202019
1BlackRock
2HSBC
3Samba
4Alinma Bank
4UBS
Singapore
Best Private Banking Services Overall
20202019
11UBS
22Credit Suisse
34Citi
4Pictet
5JPMorgan
Mega HNW (>$250m) 
20202019
1UBS
2Credit Suisse
3JPMorgan
4Goldman Sachs
5Citi
UHNW (>$30mln-$250mln)
20202019
11UBS
24JPMorgan
32Credit Suisse
43Citi
55Goldman Sachs
HNW ($5mln-$30mln)
20202019
12Bank of Singapore (OCBC)
15DBS Bank
31Credit Suisse
48Julius Baer
53UBS
Super Affluent ($1mln-$ 5mln)
20202019
11DBS Bank
24Citi
210=UOB
4Bank of Singapore (OCBC)
46=Julius Baer
Capital Markets and Advisory
20202019
1JPMorgan
2Goldman Sachs
3Citi
3Credit Suisse
5UBS
ESG/Impact Investing
20202019
11=UBS
21=Credit Suisse
3UBP
43=DBS Bank
46=HSBC
Family Office Services
20202019
12Credit Suisse
21UBS
33Citi
49=LGT
54JPMorgan
International Clients
20202019
1HSBC
22Citi
31UBS
43=Credit Suisse
5Standard Chartered
Investment Management  
20202019
1Credit Suisse
2JPMorgan
3BlackRock
3Goldman Sachs
5UBS
Next Generation
20202019
1UBS
2Credit Suisse
3Citi
4JPMorgan
5DBS Bank
Philanthropic Advice
20202019
11Credit Suisse
22UBS
3JPMorgan
44Citi
5LGT
Research and Asset Allocation Advice
20202019
14JPMorgan
22UBS
31Credit Suisse
35=DBS Bank
55=Goldman Sachs
57Morgan Stanley
Serving Business Owners
20202019
1DBS Bank
2UOB
3Credit Suisse
4Bank of Singapore (OCBC)
5HSBC
Data Management and Security
20202019
1DBS Bank
2JPMorgan
2UBS
4Citi
4Credit Suisse
Innovative or Emerging Technology Adoption
20202019
1DBS Bank
2Citi
3UBS
4Credit Suisse
5JPMorgan
Slovakia
Best Private Banking Services Overall
20202019
12J&T Banka
24Erste Bank
3Goldman Sachs
33Tatra Banka (Raiffeisen Bank International)
56Rothschild
55VUB (Intesa Sanpaolo)
Mega HNW (>$250m) 
20202019
1Rothschild
2Goldman Sachs
3Julius Baer
3UBS
5J&T Banka
UHNW (>$30mln-$250mln)
20202019
15Erste Bank
Super Affluent ($1mln-$ 5mln)
20202019
14J&T Banka
2UBS
Capital Markets and Advisory
20202019
1Erste Bank
1Rothschild
3Saxo Bank
4Tatra Banka (Raiffeisen Bank International)
ESG/Impact Investing
20202019
13Erste Bank
22Rothschild
Family Office Services
20202019
11Rothschild
27=UBS
International Clients
20202019
12=Erste Bank
24=CSOB (KBC)
Investment Management  
20202019
1Rothschild
1Tatra Banka (Raiffeisen Bank International)
3UniCredit
4Erste Bank
Next Generation
20202019
1Tatra Banka (Raiffeisen Bank International)
2Barclays
2Rothschild
Philanthropic Advice
20202019
15Rothschild
22Erste Bank
Research and Asset Allocation Advice
20202019
11Erste Bank
27Rothschild
23UniCredit
Serving Business Owners
20202019
1Erste Bank
2Raiffeisen Bank International
Data Management and Security
20202019
1Tatra Banka (Raiffeisen Bank International)
2Erste Bank
3J&T Banka
Innovative or Emerging Technology Adoption
20202019
1CSOB (KBC)
2Tatra Banka (Raiffeisen Bank International)
3Safra
South Africa
Best Private Banking Services Overall
20202019
11Investec
22=RMB Private Bank
35Absa (Barclays)
44FNB Private Wealth
52=Nedbank Private Wealth
5UBS
Mega HNW (>$250m) 
20202019
1Investec
2Stonehage Fleming
3RMB Private Bank
4Absa (Barclays)
4UBS
UHNW (>$30mln-$250mln)
20202019
12Investec
28=Stonehage Fleming
34RMB Private Bank
HNW ($5mln-$30mln)
20202019
12=Investec
26=Standard Bank
32=Absa (Barclays)
34FNB Private Wealth
Super Affluent ($1mln-$ 5mln)
20202019
13Investec
24=FNB Private Wealth
26=Standard Bank
41=Absa (Barclays)
54=RMB Private Bank
Capital Markets and Advisory
20202019
1Investec
2Standard Bank
3Goldman Sachs
4UBS
ESG/Impact Investing
20202019
11Nedbank Private Wealth
2Investec
32=Standard Bank
45UBS
57=Pictet
56RMB Private Bank
Family Office Services
20202019
11Stonehage Fleming
2Maitland
310=Investec
4Coutts
International Clients
20202019
14Investec
2UBS
3Julius Baer
46RMB Private Bank
53Standard Bank
Investment Management  
20202019
1Investec
2Allan Gray
3Coronation Fund Managers
4JPMorgan
4Julius Baer
Next Generation
20202019
1Investec
2Standard Bank
3RMB Private Bank
3UBS
5JPMorgan
5Stonehage Fleming
Philanthropic Advice
20202019
12Nedbank Private Wealth
2UBS
3Citadel
35=Standard Bank
5Investec
Research and Asset Allocation Advice
20202019
13JPMorgan
2UBS
Serving Business Owners
20202019
1Standard Bank
2Investec
3Nedbank Private Wealth
4Standard Chartered
5Absa (Barclays)
5FNB Private Wealth
Data Management and Security
20202019
1Investec
2Standard Bank
3RMB Private Bank
4Absa (Barclays)
4FNB Private Wealth
Innovative or Emerging Technology Adoption
20202019
1Investec
2Standard Bank
3RMB Private Bank
4Absa (Barclays)
4FNB Private Wealth
Spain
Best Private Banking Services Overall
20202019
11Santander
22CaixaBank
33JPMorgan
47Credit Suisse
54UBS
Mega HNW (>$250m) 
20202019
1Santander
2JPMorgan
3CaixaBank
4UBS
5Credit Suisse
UHNW (>$30mln-$250mln)
20202019
11Santander
23JPMorgan
32CaixaBank
44UBS
55Credit Suisse
HNW ($5mln-$30mln)
20202019
11Santander
22CaixaBank
35UBS
43Credit Suisse
57Bankinter
Super Affluent ($1mln-$ 5mln)
20202019
11Santander
22CaixaBank
35UBS
43Credit Suisse
57Bankinter
Capital Markets and Advisory
20202019
1Santander
2CaixaBank
3JPMorgan
4BBVA
5UBS
ESG/Impact Investing
20202019
12Santander
21CaixaBank
33=BBVA
4Amundi
510=BNP Paribas
Family Office Services
20202019
11Santander
22CaixaBank
33=UBS
4Banca March
56Arcano
International Clients
20202019
11Santander
25UBS
36JPMorgan
42CaixaBank
53BBVA
Investment Management  
20202019
1Santander
2CaixaBank
3JPMorgan
4BBVA
5BlackRock
Next Generation
20202019
1Santander
2CaixaBank
3Banca March
4BBVA
5UBS
Philanthropic Advice
20202019
11CaixaBank
22Santander
33UBS
46BNP Paribas
54Credit Suisse
Research and Asset Allocation Advice
20202019
11Santander
22CaixaBank
34BBVA
33JPMorgan
5Goldman Sachs
55UBS
Serving Business Owners
20202019
1Santander
2CaixaBank
3BBVA
4JPMorgan
5BNP Paribas
Data Management and Security
20202019
1Santander
2CaixaBank
3BBVA
4JPMorgan
5UBS
Innovative or Emerging Technology Adoption
20202019
1Santander
2CaixaBank
3BBVA
4Bankinter
5BNP Paribas
Sweden
Best Private Banking Services Overall
20202019
11Carnegie
22SEB
36Nordea
45Svenska Handelsbanken
53Credit Suisse
Mega HNW (>$250m)
20202019
1SEB
2UBS
3Nordea
4Svenska Handelsbanken
5Swedbank
UHNW (>$30mln-$250mln)
20202019
1Swedbank
21SEB
38Svenska Handelsbanken
43Carnegie
42UBS
HNW ($5mln-$30mln)
20202019
12SEB
23=Svenska Handelsbanken
36Nordea
41Carnegie
Super Affluent ($1mln-$ 5mln)
20202019
16Swedbank
21SEB
3Avanza
4Nordnet
52Carnegie
5Saxo Bank
Capital Markets and Advisory
20202019
1SEB
2Carnegie
2Swedbank
4Nordea
5Svenska Handelsbanken
ESG/Impact Investing
20202019
11SEB
25=Swedbank
32Nordea
4Skandiabanken
53=Svenska Handelsbanken
Family Office Services
20202019
11SEB
23UBS
35Nordea
42Credit Suisse
46=Svenska Handelsbanken
International Clients
20202019
12SEB
25=Nordea
27UBS
43Credit Suisse
5Svenska Handelsbanken
Investment Management  
20202019
1SEB
2Carnegie
3Swedbank
4UBS
5Svenska Handelsbanken
Next Generation
20202019
1SEB
2UBS
3Credit Suisse
4Nordea
4Swedbank
Philanthropic Advice
20202019
11SEB
22UBS
36Credit Suisse
310=Swedbank
53Nordea
Research and Asset Allocation Advice
20202019
12SEB
21Carnegie
34=UBS
49=Swedbank
Serving Business Owners
20202019
1SEB
2Swedbank
3Carnegie
4Alandsbanken
4Svenska Handelsbanken
Switzerland
Best Private Banking Services Overall
20202019
11UBS
22Pictet
33Credit Suisse
44JPMorgan
56Julius Baer
5LGT
Mega HNW (>$250m) 
20202019
1UBS
2Goldman Sachs
3Credit Suisse
4JPMorgan
4Pictet
UHNW (>$30mln-$250mln)
20202019
11UBS
22Pictet
33Credit Suisse
44JPMorgan
55Goldman Sachs
HNW ($5mln-$30mln)
20202019
11Pictet
22=UBS
34Credit Suisse
49=Lombard Odier
52=Julius Baer
Super Affluent ($1mln-$ 5mln
20202019
14Zurcher Kantonalbank
22Credit Suisse
33Julius Baer
36Vontobel
51UBS
Capital Markets and Advisory
20202019
1Goldman Sachs
2UBS
3JPMorgan
4Credit Suisse
5LEON Family Office
ESG/Impact Investing
20202019
11UBS
210=Lombard Odier
Family Office Services
20202019
13Pictet
International Clients
20202019
11UBS
22Credit Suisse
3HSBC
4Goldman Sachs
44JPMorgan
Investment Management  
20202019
1UBS
2Pictet
3Credit Suisse
4Goldman Sachs
5Vontobel
Next Generation
20202019
1UBS
2Credit Suisse
3Lombard Odier
4JPMorgan
5Zurcher Kantonalbank
Philanthropic Advice
20202019
11UBS
24Pictet
32Credit Suisse
43JPMorgan
59=LGT
Research and Asset Allocation Advice
20202019
12UBS
24Credit Suisse
37=Pictet
41Goldman Sachs
5Lombard Odier
Serving Business Owners
20202019
1Credit Suisse
2Zurcher Kantonalbank
3UBS
4Goldman Sachs
5LEON Family Office
5Safra
Data Management and Security
20202019
1UBS
2Credit Suisse
3Pictet
4Zurcher Kantonalbank
5ABN AMRO
5LEON Family Office
Innovative or Emerging Technology Adoption
20202019
1UBS
2Credit Suisse
3Zurcher Kantonalbank
4LEON Family Office
Taiwan
Best Private Banking Services Overall
20202019
11CTBC Bank (Chinatrust Commercial Bank)
23Taipei Fubon Bank
32Cathay United Bank
46UBS
59E.Sun Commercial Bank
57Taishin Financial
Mega HNW (>$250m) 
20202019
1CTBC Bank (Chinatrust Commercial Bank)
2UBS
3Cathay United Bank
4Taishin Financial
5Taipei Fubon Bank
UHNW (>$30mln-$250mln)
20202019
11CTBC Bank (Chinatrust Commercial Bank)
26UBS
32Cathay United Bank
45Taipei Fubon Bank
47Taishin Financial
HNW ($5mln-$30mln)
20202019
11CTBC Bank (Chinatrust Commercial Bank)
26UBS
32Cathay United Bank
45Citi
48E.Sun Commercial Bank
Super Affluent ($1mln-$ 5mln)
20202019
11CTBC Bank (Chinatrust Commercial Bank)
22Cathay United Bank
34Taipei Fubon Bank
47Taishin Financial
53Citi
Capital Markets and Advisory
20202019
1CTBC Bank (Chinatrust Commercial Bank)
2Taishin Financial
3Cathay United Bank
4Taipei Fubon Bank
5ABN AMRO
ESG/Impact Investing
20202019
11CTBC Bank (Chinatrust Commercial Bank)
210Taipei Fubon Bank
32Cathay United Bank
48UBS
55Taishin Financial
Family Office Services
20202019
11CTBC Bank (Chinatrust Commercial Bank)
210Taipei Fubon Bank
34Taishin Financial
42Cathay United Bank
55UBS
International Clients
20202019
11CTBC Bank (Chinatrust Commercial Bank)
210UBS
32Cathay United Bank
49HSBC
45=Taishin Financial
Investment Management  
20202019
1CTBC Bank (Chinatrust Commercial Bank)
2Taipei Fubon Bank
3Cathay United Bank
4Taishin Financial
5ABN AMRO
Next Generation
20202019
1CTBC Bank (Chinatrust Commercial Bank)
2Taishin Financial
3Cathay United Bank
3Taipei Fubon Bank
5UBS
Philanthropic Advice
20202019
11CTBC Bank (Chinatrust Commercial Bank)
27Taishin Financial
32Cathay United Bank
48=Taipei Fubon Bank
45=UBS
Research and Asset Allocation Advice
20202019
11CTBC Bank (Chinatrust Commercial Bank)
23Taishin Financial
32Cathay United Bank
38Taipei Fubon Bank
5JPMorgan
Serving Business Owners
20202019
1CTBC Bank (Chinatrust Commercial Bank)
2Cathay United Bank
3Taipei Fubon Bank
4Taishin Financial
5DBS Bank
Data Management and Security
20202019
1CTBC Bank (Chinatrust Commercial Bank)
2Cathay United Bank
3UBS
4Taipei Fubon Bank
5E.Sun Commercial Bank
Innovative or Emerging Technology Adoption
20202019
1CTBC Bank (Chinatrust Commercial Bank)
2Cathay United Bank
3Taipei Fubon Bank
3Taishin Financial
5E.Sun Commercial Bank
Turkey
Best Private Banking Services Overall
20202019
14TEB Ozel (BNP Paribas)
29Finansbank (Turkey)
21Garanti Bank
4Julius Baer
52Akbank
53YapiKredi
Mega HNW (>$250m) 
20202019
1TEB Ozel (BNP Paribas)
2Garanti Bank
3Credit Suisse
3JPMorgan
5UBS
UHNW (>$30mln-$250mln)
20202019
14Garanti Bank
11TEB Ozel (BNP Paribas)
33Akbank
42Is Bank
5Credit Suisse
55YapiKredi
HNW ($5mln-$30mln)
20202019
15Garanti Bank
2HSBC
Super Affluent ($1mln-$ 5mln)
20202019
12TEB Ozel (BNP Paribas)
2Julius Baer
31Akbank
43Garanti Bank
55YapiKredi
Capital Markets and Advisory
20202019
1TEB Ozel (BNP Paribas)
2Is Bank
3Garanti Bank
4Goldman Sachs
5JPMorgan
ESG/Impact Investing
20202019
12TEB Ozel (BNP Paribas)
25YapiKredi
3Credit Suisse
310=Finansbank (Turkey)
Family Office Services
20202019
11=TEB Ozel (BNP Paribas)
28=Finansbank (Turkey)
3Credit Suisse
3JPMorgan
5UBS
International Clients
20202019
13TEB Ozel (BNP Paribas)
21Garanti Bank
3UBS
45Is Bank
Investment Management  
20202019
1TEB Ozel (BNP Paribas)
2Garanti Bank
3Finansbank (Turkey)
4Is Bank
5Pictet
Next Generation
20202019
1TEB Ozel (BNP Paribas)
2Garanti Bank
3Finansbank (Turkey)
4Credit Suisse
5ING
Philanthropic Advice
20202019
14TEB Ozel (BNP Paribas)
25Garanti Bank
32YapiKredi
4Credit Suisse
5HSBC
5Julius Baer
Research and Asset Allocation Advice
20202019
14=TEB Ozel (BNP Paribas)
23Garanti Bank
31Is Bank
4Credit Suisse
5JPMorgan
5UBS
Serving Business Owners
20202019
1Garanti Bank
1TEB Ozel (BNP Paribas)
3Finansbank (Turkey)
4YapiKredi
5Is Bank
5Julius Baer
Data Management and Security
20202019
1TEB Ozel (BNP Paribas)
2Garanti Bank
3Credit Suisse
3YapiKredi
5Is Bank
5VakifBank
Innovative or Emerging Technology Adoption
20202019
1TEB Ozel (BNP Paribas)
2Garanti Bank
3YapiKredi
4Finansbank (Turkey)
5Akbank



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.