Private Banking and Wealth Management Survey 2020: Domestic Results U

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
Ukraine 
United Arab Emirates
United Kingdom
United States




Ukraine
Best Private Banking Services Overall
20202019
11Alfa Bank
24Credit Agricole
3BNP Paribas
36OTP Bank
53Oschadbank
Mega HNW (>$250m) 
20202019
1Alfa Bank
1PrivatBank
3OTP Bank
4Pictet
5Ukrsibbank (BNP Paribas)
UHNW (>$30mln-$250mln)
20202019
12=Alfa Bank
1LGT
3BNP Paribas
31Ukrsibbank (BNP Paribas)
57=OTP Bank
HNW ($5mln-$30mln)
20202019
1PrivatBank
23Ukrsibbank (BNP Paribas)
36Oschadbank
41Alfa Bank
4BNP Paribas
Super Affluent ($1mln-$ 5mln)
20202019
18=OTP Bank
2BNP Paribas
38=First Ukrainian International Bank
Capital Markets and Advisory
20202019
1OTP Bank
2Dragon Capital
3Ukrsotsbank (UniCredit)
4Investment Capital Ukraine
4Ukrsibbank (BNP Paribas)
ESG/Impact Investing
20202019
1Ukreximbank
2Oschadbank
3Allianz
3Banca Profilo
Family Office Services
20202019
15=Credit Agricole
25=Capital Times
3Ukrsotsbank (UniCredit)
International Clients
20202019
14=Ukrsibbank (BNP Paribas)
27Raiffeisen Bank International
3OTP Bank
4Citi
4Credit Agricole
Investment Management  
20202019
1Dragon Capital
2OTP Bank
3Capital Times
4Intesa Sanpaolo
5Ukrsotsbank (UniCredit)
Next Generation
20202019
1OTP Bank
2Capital Times
3Ukrsibbank (BNP Paribas)
4Oschadbank
5UBS
Philanthropic Advice
20202019
1Oschadbank
2OTP Bank
36=Ukrsotsbank (UniCredit)
Research and Asset Allocation Advice
20202019
14=Capital Times
21Dragon Capital
3Credit Agricole
3Ukrsotsbank (UniCredit)
5UBS
Serving Business Owners
20202019
1Raiffeisen Bank International
2First Ukrainian International Bank
3Ukrsibbank (BNP Paribas)
4Alfa Bank
4Ukrsotsbank (UniCredit)
Data Management and Security
20202019
1PrivatBank
2First Ukrainian International Bank
3Ukrsotsbank (UniCredit)
Innovative or Emerging Technology Adoption
20202019
1PrivatBank
2OTP Bank
3Citi
3Ukrsibbank (BNP Paribas)
5Alfa Bank
United Arab Emirates
Best Private Banking Services Overall
20202019
12Credit Suisse
21UBS
33JPMorgan
44=BNP Paribas
5Pictet
Mega HNW (>$250m) 
20202019
1JPMorgan
2UBS
3Credit Suisse
4Goldman Sachs
5Citi
UHNW (>$30mln-$250mln)
20202019
12=Credit Suisse
26=Julius Baer
310Pictet
42=UBS
51JPMorgan
HNW ($5mln-$30mln)
20202019
13=Credit Suisse
22Julius Baer
38=Bank of Singapore (OCBC)
38=Barclays
51UBS
Super Affluent ($1mln-$ 5mln)
20202019
1Bank of Singapore (OCBC)
23Julius Baer
3Barclays
41Citi
5Credit Suisse
Capital Markets and Advisory
20202019
1JPMorgan
2Goldman Sachs
3Credit Suisse
4UBS
5Deutsche Bank
ESG/Impact Investing
20202019
12=Credit Suisse
2Pictet
32=UBS
4Safra
Family Office Services
20202019
12JPMorgan
25Credit Suisse
31UBS
4Pictet
56=BNP Paribas
International Clients
20202019
17HSBC
22UBS
35JPMorgan
41Credit Suisse
4Standard Chartered
Investment Management  
20202019
1JPMorgan
2UBS
3Credit Suisse
4Citi
5Pictet
Next Generation
20202019
1Credit Suisse
2JPMorgan
3UBS
4HSBC
5UBP
Philanthropic Advice
20202019
12UBS
2Pictet
33=Credit Suisse
45JPMorgan
51BNP Paribas
Research and Asset Allocation Advice
20202019
12JPMorgan
24Credit Suisse
33UBS
48=Deutsche Bank
51Goldman Sachs
Serving Business Owners
20202019
1Credit Suisse
2UBS
3Barclays
Data Management and Security
20202019
1UBS
2JPMorgan
3Credit Suisse
Innovative or Emerging Technology Adoption
20202019
1UBS
2Credit Suisse
2JPMorgan
4Citi
5BNP Paribas
United Kingdom
Best Private Banking Services Overall
20202019
11UBS
23Barclays
22JPMorgan
44=Credit Suisse
58Citi
Mega HNW (>$250m)
20202019
1JPMorgan
2UBS
3Citi
4Goldman Sachs
5Credit Suisse
UHNW (>$30mln-$250mln)
20202019
11JPMorgan
22=Citi
36Credit Suisse
42=UBS
5Pictet
HNW ($5mln-$30mln)
20202019
12=Barclays
28Coutts
31UBS
47JPMorgan
52=HSBC
Super Affluent ($1mln-$ 5mln)
20202019
14=Coutts
22HSBC
31Barclays
44=UBS
5Citi
Capital Markets and Advisory
20202019
1Goldman Sachs
2JPMorgan
3UBS
3VaR Capital
5Societe Generale
ESG/Impact Investing
20202019
11UBS
23Barclays
32JPMorgan
4Lombard Odier
56=VaR Capital
Family Office Services
20202019
11JPMorgan
24VaR Capital
3ABN AMRO
49=UBS
56Goldman Sachs
52Stonehage Fleming
International Clients
20202019
16JPMorgan
2Citi
32HSBC
43=UBS
5Lombard Odier
Investment Management  
20202019
1JPMorgan
2Goldman Sachs
3Lombard Odier
4Credit Suisse
5BlackRock
5Pictet
Next Generation
20202019
1Barclays
1UBS
3Citi
4VaR Capital
5JPMorgan
Philanthropic Advice
20202019
11JPMorgan
23UBS
32Barclays
48VaR Capital
56=Coutts
Research and Asset Allocation Advice
20202019
11JPMorgan
24=Goldman Sachs
2Lombard Odier
42Credit Suisse
54=UBS
Serving Business Owners
20202019
1Barclays
Data Management and Security
20202019
1Lombard Odier
2UBS
3Credit Suisse
3JPMorgan
5Julius Baer
Innovative or Emerging Technology Adoption
20202019
1Lombard Odier
2JPMorgan
3Julius Baer
4Barclays
4UBS
United States
Best Private Banking Services Overall
20202019
11JPMorgan
22Goldman Sachs
39=Santander
49=Citi
53Morgan Stanley
Mega HNW (>$250m) 
20202019
1JPMorgan
2Goldman Sachs
3Citi
4Santander
5Bessemer Trust
UHNW (>$30mln-$250mln)
20202019
11JPMorgan
22Goldman Sachs
38=Santander
4Citi
43=Bank of America Private Bank
HNW ($5mln-$30mln)
20202019
14Bank of America Private Bank
22Morgan Stanley
31JPMorgan
47Santander
53UBS
Super Affluent ($1mln-$ 5mln)
20202019
19=Morgan Stanley
2Bank of America Private Bank
3First Republic Bank
39=Santander
57=Citi
Capital Markets and Advisory
20202019
1Goldman Sachs
2JPMorgan
3Morgan Stanley
4Bank of America Private Bank
5Santander
ESG/Impact Investing
20202019
14=Morgan Stanley
22BlackRock
27=Bank of America Private Bank
4Santander
Family Office Services
20202019
11JPMorgan
22Bessemer Trust
37=WE Family Offices
4Santander
54=Goldman Sachs
5RBC
International Clients
20202019
1Citi
2HSBC
32UBS
4BNP Paribas
4JPMorgan
Investment Management  
20202019
1JPMorgan
2Goldman Sachs
3BlackRock
4Morgan Stanley
5Bank of America Private Bank
Next Generation
20202019
1Goldman Sachs
2JPMorgan
3RBC
4Wells Fargo
5Bessemer Trust
Philanthropic Advice
20202019
11JPMorgan
22Bessemer Trust
2Santander
4Goldman Sachs
43Wells Fargo
Research and Asset Allocation Advice
20202019
14=Goldman Sachs
21JPMorgan
32Morgan Stanley
4Bank of America Private Bank
5Santander
Serving Business Owners
20202019
1Goldman Sachs
2Bank of America Private Bank
3Citi
3JPMorgan
5First Republic Bank
Data Management and Security
20202019
1JPMorgan
2Charles Schwab
Innovative or Emerging Technology Adoption
20202019
1Morgan Stanley
2Charles Schwab
3Bank of America Private Bank
4Fidelity Investments
4JPMorgan



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.