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Private Banking and Wealth Management Survey

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.

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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