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Private Banking and Wealth Management Survey 2020: Methodology

Euromoney Private Banking and Wealth Management Survey 2020: Methodology

The annual Private Banking and Wealth Management Survey is a qualitative review of the best services in private banking, by region and by areas of service. The survey was completed by private banks and wealth managers to identify the firms they consider to be their top competitors.

Voters were asked to identify the country about which they have the most knowledge. They then nominated their top three peers in that country in each category. Four, three and two points are awarded respectively to each of those nominations in that category and country. The respondent's firm also received participation points to offset the nominations for competitors. Each respondent was asked to provide an individual opinion rather than the company’s.

The optimal number of responses per firm was three employees in each country of operation.

No self-nominations or parent/subsidiary company nominations were allowed.

The global and regional results are weighted aggregates of the country results.

The survey was conducted from August 22nd until October 18th, 2019.

This year we collected 2,332 valid responses.

For more information about the survey, please email Chen-Ta Sung (