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.
Best private bank/wealth manager overall • net-worth-specific services, including mega-high net-worth clients (greater than $250 million); ultra-high net-worth clients ($30 million to $250 million); high net-worth clients ($5 million to $30 million); mass-/super-affluent clients ($100,000 to $5 million) • investment management • family office services (either independent or department) • research and asset allocation advice • philanthropic advice • ESG/sustainable investing • next generation • capital markets and advisory • serving business owners • international clients (serving domestic clients that require access to global markets and global banking) • technology - innovative or emerging technology adoption • technology - data management and security in private banking and wealth management
USE THE BELOW FILTER (NEXT TO 'SELECT A SURVEY') TO VIEW RESULTS IN THE CATEGORY OF YOUR CHOICE
Your selected results will display on the page below the filter.
To view regional or domestic results please select the regional option on the first dropdown menu. If "no results" is displayed, please be sure to click on the year "2022" in the box as although it appears, it needs to be selected to display the results.
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 NAME||HOW IT APPEARS ON THE WEBSITE|
|Best Private Bank/Wealth Manager Overall||Best PB and WM Services Overall|
|Best Private Bank/Wealth Manager for Mega High Net Worth Clients (> US$250m)||Mega HNW Clients (US$250m+)|
|Best Private Bank/Wealth Manager for Ultra High Net Worth clients (>US$30m - US$250m)||Ultra HNW Clients ($US30m-250m)|
|Best Private Bank/Wealth Manager for High Net Worth clients (>US$5m - US$30m)||HNW Clients (US$5m-30m)|
|Best Private Bank/Wealth Manager for Mass/Super Affluent clients (US$100K to US$5m)||Mass and Super Affluent Clients (US$100k-5m)|
|Family Office Services (either independent or department)||Family Office Services|
|Research and Asset Allocation Advice||Research & Asset Allocation Advice|
|Capital Markets and Advisory||Capital Mkts & Advisory|
|International Clients (serving domestic clients that require access to global markets and global banking)||International Clients|
|Technology(a) Innovative or Emerging Technology Adoption||Technology- Innovative or Emerging Tech. Adoption|
|Technology(b) Data Management and Security in Private Banking and Wealth Management||Technology- Data Mngmnt & Security in PB & WM|
View Other Private Banking Coverage
JPMorgan is named the world’s best wealth manager in Euromoney’s latest private banking and wealth management survey. It is testament to the US bank’s global strength in serving the wealthiest families, along with its drive to constantly transform itself and boost diversity as it hires the most talented relationship managers in core markets.
UBS’s wealth management team had another stellar year despite the Covid crisis – and once again the Swiss lender takes the top spot in Euromoney’s private banking survey.
Once a branch line of the banking industry, private banking and wealth management is now a driver in its own right. It offers a powerful way to grow income, valuations and returns. But the pressure is on as banks need to scale up or sell out.