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Surveys

Private Banking and Wealth Management Survey 2020: Domestic Results U










Ukraine
Best Private Banking Services Overall
2020 2019
1 1 Alfa Bank
2 4 Credit Agricole
3 BNP Paribas
3 6 OTP Bank
5 3 Oschadbank
Mega HNW (>$250m) 
2020 2019
1 Alfa Bank
1 PrivatBank
3 OTP Bank
4 Pictet
5 Ukrsibbank (BNP Paribas)
UHNW (>$30mln-$250mln)
2020 2019
1 2= Alfa Bank
1 LGT
3 BNP Paribas
3 1 Ukrsibbank (BNP Paribas)
5 7= OTP Bank
HNW ($5mln-$30mln)
2020 2019
1 PrivatBank
2 3 Ukrsibbank (BNP Paribas)
3 6 Oschadbank
4 1 Alfa Bank
4 BNP Paribas
Super Affluent ($1mln-$ 5mln)
2020 2019
1 8= OTP Bank
2 BNP Paribas
3 8= First Ukrainian International Bank
Capital Markets and Advisory
2020 2019
1 OTP Bank
2 Dragon Capital
3 Ukrsotsbank (UniCredit)
4 Investment Capital Ukraine
4 Ukrsibbank (BNP Paribas)
ESG/Impact Investing
2020 2019
1 Ukreximbank
2 Oschadbank
3 Allianz
3 Banca Profilo
Family Office Services
2020 2019
1 5= Credit Agricole
2 5= Capital Times
3 Ukrsotsbank (UniCredit)
International Clients
2020 2019
1 4= Ukrsibbank (BNP Paribas)
2 7 Raiffeisen Bank International
3 OTP Bank
4 Citi
4 Credit Agricole
Investment Management  
2020 2019
1 Dragon Capital
2 OTP Bank
3 Capital Times
4 Intesa Sanpaolo
5 Ukrsotsbank (UniCredit)
Next Generation
2020 2019
1 OTP Bank
2 Capital Times
3 Ukrsibbank (BNP Paribas)
4 Oschadbank
5 UBS
Philanthropic Advice
2020 2019
1 Oschadbank
2 OTP Bank
3 6= Ukrsotsbank (UniCredit)
Research and Asset Allocation Advice
2020 2019
1 4= Capital Times
2 1 Dragon Capital
3 Credit Agricole
3 Ukrsotsbank (UniCredit)
5 UBS
Serving Business Owners
2020 2019
1 Raiffeisen Bank International
2 First Ukrainian International Bank
3 Ukrsibbank (BNP Paribas)
4 Alfa Bank
4 Ukrsotsbank (UniCredit)
Data Management and Security
2020 2019
1 PrivatBank
2 First Ukrainian International Bank
3 Ukrsotsbank (UniCredit)
Innovative or Emerging Technology Adoption
2020 2019
1 PrivatBank
2 OTP Bank
3 Citi
3 Ukrsibbank (BNP Paribas)
5 Alfa Bank
United Arab Emirates
Best Private Banking Services Overall
2020 2019
1 2 Credit Suisse
2 1 UBS
3 3 JPMorgan
4 4= BNP Paribas
5 Pictet
Mega HNW (>$250m) 
2020 2019
1 JPMorgan
2 UBS
3 Credit Suisse
4 Goldman Sachs
5 Citi
UHNW (>$30mln-$250mln)
2020 2019
1 2= Credit Suisse
2 6= Julius Baer
3 10 Pictet
4 2= UBS
5 1 JPMorgan
HNW ($5mln-$30mln)
2020 2019
1 3= Credit Suisse
2 2 Julius Baer
3 8= Bank of Singapore (OCBC)
3 8= Barclays
5 1 UBS
Super Affluent ($1mln-$ 5mln)
2020 2019
1 Bank of Singapore (OCBC)
2 3 Julius Baer
3 Barclays
4 1 Citi
5 Credit Suisse
Capital Markets and Advisory
2020 2019
1 JPMorgan
2 Goldman Sachs
3 Credit Suisse
4 UBS
5 Deutsche Bank
ESG/Impact Investing
2020 2019
1 2= Credit Suisse
2 Pictet
3 2= UBS
4 Safra
Family Office Services
2020 2019
1 2 JPMorgan
2 5 Credit Suisse
3 1 UBS
4 Pictet
5 6= BNP Paribas
International Clients
2020 2019
1 7 HSBC
2 2 UBS
3 5 JPMorgan
4 1 Credit Suisse
4 Standard Chartered
Investment Management  
2020 2019
1 JPMorgan
2 UBS
3 Credit Suisse
4 Citi
5 Pictet
Next Generation
2020 2019
1 Credit Suisse
2 JPMorgan
3 UBS
4 HSBC
5 UBP
Philanthropic Advice
2020 2019
1 2 UBS
2 Pictet
3 3= Credit Suisse
4 5 JPMorgan
5 1 BNP Paribas
Research and Asset Allocation Advice
2020 2019
1 2 JPMorgan
2 4 Credit Suisse
3 3 UBS
4 8= Deutsche Bank
5 1 Goldman Sachs
Serving Business Owners
2020 2019
1 Credit Suisse
2 UBS
3 Barclays
Data Management and Security
2020 2019
1 UBS
2 JPMorgan
3 Credit Suisse
Innovative or Emerging Technology Adoption
2020 2019
1 UBS
2 Credit Suisse
2 JPMorgan
4 Citi
5 BNP Paribas
United Kingdom
Best Private Banking Services Overall
2020 2019
1 1 UBS
2 3 Barclays
2 2 JPMorgan
4 4= Credit Suisse
5 8 Citi
Mega HNW (>$250m)
2020 2019
1 JPMorgan
2 UBS
3 Citi
4 Goldman Sachs
5 Credit Suisse
UHNW (>$30mln-$250mln)
2020 2019
1 1 JPMorgan
2 2= Citi
3 6 Credit Suisse
4 2= UBS
5 Pictet
HNW ($5mln-$30mln)
2020 2019
1 2= Barclays
2 8 Coutts
3 1 UBS
4 7 JPMorgan
5 2= HSBC
Super Affluent ($1mln-$ 5mln)
2020 2019
1 4= Coutts
2 2 HSBC
3 1 Barclays
4 4= UBS
5 Citi
Capital Markets and Advisory
2020 2019
1 Goldman Sachs
2 JPMorgan
3 UBS
3 VaR Capital
5 Societe Generale
ESG/Impact Investing
2020 2019
1 1 UBS
2 3 Barclays
3 2 JPMorgan
4 Lombard Odier
5 6= VaR Capital
Family Office Services
2020 2019
1 1 JPMorgan
2 4 VaR Capital
3 ABN AMRO
4 9= UBS
5 6 Goldman Sachs
5 2 Stonehage Fleming
International Clients
2020 2019
1 6 JPMorgan
2 Citi
3 2 HSBC
4 3= UBS
5 Lombard Odier
Investment Management  
2020 2019
1 JPMorgan
2 Goldman Sachs
3 Lombard Odier
4 Credit Suisse
5 BlackRock
5 Pictet
Next Generation
2020 2019
1 Barclays
1 UBS
3 Citi
4 VaR Capital
5 JPMorgan
Philanthropic Advice
2020 2019
1 1 JPMorgan
2 3 UBS
3 2 Barclays
4 8 VaR Capital
5 6= Coutts
Research and Asset Allocation Advice
2020 2019
1 1 JPMorgan
2 4= Goldman Sachs
2 Lombard Odier
4 2 Credit Suisse
5 4= UBS
Serving Business Owners
2020 2019
1 Barclays
Data Management and Security
2020 2019
1 Lombard Odier
2 UBS
3 Credit Suisse
3 JPMorgan
5 Julius Baer
Innovative or Emerging Technology Adoption
2020 2019
1 Lombard Odier
2 JPMorgan
3 Julius Baer
4 Barclays
4 UBS
United States
Best Private Banking Services Overall
2020 2019
1 1 JPMorgan
2 2 Goldman Sachs
3 9= Santander
4 9= Citi
5 3 Morgan Stanley
Mega HNW (>$250m) 
2020 2019
1 JPMorgan
2 Goldman Sachs
3 Citi
4 Santander
5 Bessemer Trust
UHNW (>$30mln-$250mln)
2020 2019
1 1 JPMorgan
2 2 Goldman Sachs
3 8= Santander
4 Citi
4 3= Bank of America Private Bank
HNW ($5mln-$30mln)
2020 2019
1 4 Bank of America Private Bank
2 2 Morgan Stanley
3 1 JPMorgan
4 7 Santander
5 3 UBS
Super Affluent ($1mln-$ 5mln)
2020 2019
1 9= Morgan Stanley
2 Bank of America Private Bank
3 First Republic Bank
3 9= Santander
5 7= Citi
Capital Markets and Advisory
2020 2019
1 Goldman Sachs
2 JPMorgan
3 Morgan Stanley
4 Bank of America Private Bank
5 Santander
ESG/Impact Investing
2020 2019
1 4= Morgan Stanley
2 2 BlackRock
2 7= Bank of America Private Bank
4 Santander
Family Office Services
2020 2019
1 1 JPMorgan
2 2 Bessemer Trust
3 7= WE Family Offices
4 Santander
5 4= Goldman Sachs
5 RBC
International Clients
2020 2019
1 Citi
2 HSBC
3 2 UBS
4 BNP Paribas
4 JPMorgan
Investment Management  
2020 2019
1 JPMorgan
2 Goldman Sachs
3 BlackRock
4 Morgan Stanley
5 Bank of America Private Bank
Next Generation
2020 2019
1 Goldman Sachs
2 JPMorgan
3 RBC
4 Wells Fargo
5 Bessemer Trust
Philanthropic Advice
2020 2019
1 1 JPMorgan
2 2 Bessemer Trust
2 Santander
4 Goldman Sachs
4 3 Wells Fargo
Research and Asset Allocation Advice
2020 2019
1 4= Goldman Sachs
2 1 JPMorgan
3 2 Morgan Stanley
4 Bank of America Private Bank
5 Santander
Serving Business Owners
2020 2019
1 Goldman Sachs
2 Bank of America Private Bank
3 Citi
3 JPMorgan
5 First Republic Bank
Data Management and Security
2020 2019
1 JPMorgan
2 Charles Schwab
Innovative or Emerging Technology Adoption
2020 2019
1 Morgan Stanley
2 Charles Schwab
3 Bank of America Private Bank
4 Fidelity Investments
4 JPMorgan


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