Private Banking and Wealth Management Survey

 

Euromoney's 16th annual Private Banking and Wealth Management Survey


Private Banking Survey 2019 Results

More than 2,000 private bankers took part in the 2019 survey. See who’s up and who’s down globally, regionally and by country.

  

About the survey

The Private Banking and Wealth Management Survey provides a qualitative review of the best services in private banking, by region and by areas of service. It is an informative guide for high net-worth individuals on the range of professional wealth management service providers that are available.

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Wealth management: The Next Generation

Wealth management: The Next Generation

The last 20 years of private banking have been all about building scale, international growth and professionalization; the top wealth managers are still getting bigger and are confident they have the right model – but as they struggle to maintain quality of service under pressure on revenues, new specialists are emerging.

Women in private banking: Why we need a new normal

Women in private banking: Why we need a new normal

Wealth management was built by men for men, but now that women will become the largest beneficiaries of the $30 trillion intergenerational wealth transfer, the industry needs to overhaul itself. If it doesn’t, it will be letting down more than just its female clients.

Private banking: Who stays in Asia, wins in Asia

Private banking: Who stays in Asia, wins in Asia

For many private banks that set up in Asia in the last decade, the cost of doing business kept them locked out of the vast expansion of wealth in the region; those that didn’t leave are settling into a more mature industry, but they are a long way from being able to relax.

From private bank client to farmer: a Chinese model of social lending

From private bank client to farmer: a Chinese model of social lending

Financial services group CreditEase runs an app through which its private banking clients can be connected to needy women farmers in China’s rural interior. It’s a remarkable initiative taken up by 200,000 farmers and shows what can be done with low-level credit. But how does the risk management work?

 

Results include:

Best private banking services overall • Net-worth-specific services, including Ultra High Net Worth clients (Greater than US$ 30 million); High Net Worth clients (US$ 5 million to US$ 30 million); Super affluent clients (US$ 1 million to US$ 5 million) • Asset Management • Family Office Services • Research and asset allocation advice • Philanthropic advice • ESG/Social Impact Investing • International clients - Succession planning advice and trusts • Technology 

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