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Global Private Banking and Wealth Management Survey

About The Survey

The Global 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.

Results include:

Best private banking services overall • net-worth-specific services, including ultra-high-net-worth clients (greater than $30 million); high-net-worth clients ($5 million to $30 million); super-affluent clients ($1 million to $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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NOTES REGARDING CHANGES TO THE RANKINGS (ABOVE)

TIED PLACES APPEAR WITH THE SAME RANKING NUMBER IN THE RESULT TABLES

SOME RANKING CATEGORIES ARE SHORTENED PLEASE SEE BELOW FOR REFERENCE

FULL CATEGORY NAMEHOW IT APPEARS ON THE WEBSITE
Best Private Banking Services OverallBest PB Services Overall
High Net Worth Clients (US$ 5 million to US$ 30 million)HNW Clients (US$5m-30m)
Mass Affluent Clients (US$100k – US$1m) Mass Affluent Clients (US$100k-1m)
Mega High Net Worth Clients (US$250m+):Mega HNW Clients (US$250m+)
Super Affluent Clients (US$ 1 million to US$ 5 million)Super Affluent Clients (US$1m-5m)
Ultra High Net Worth Clients (>US$30m - US$250m)Ultra HNW Clients ($US30m-250m)
Capital Markets and AdvisoryCapital Mkts & Advisory
Research and Asset Allocation AdviceResearch & Asset Allocation Advice
Technology- Data Management and Security in Private Banking and Wealth ManagementTechnology- Data Mngmnt & Security in PB & WM
Technology- Innovative or Emerging Technology AdoptionTechnology- Innovative or Emerging Tech. Adoption
View Other Private Banking Coverage
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