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 $5 million) • asset management • family office services • research and asset allocation advice • philanthropic advice • ESG/social impact investing • international clients – succession planning advice and trusts • technology
USE THE BELOW FILTER (NEXT TO 'SELECT A SURVEY') TO VIEW RESULTS IN THE CATEGORY OF YOUR CHOICE
Your selected results will display on the page below the filter.
NOTES REGARDING CHANGES TO THE RANKINGS (ABOVE)
TIED PLACES APPEAR WITH THE SAME RANKING NUMBER IN THE RESULT TABLES
SOME RANKING CATEGORIES ARE SHORTENED PLEASE SEE BELOW FOR REFERENCE
| FULL CATEGORY NAME | HOW IT APPEARS ON THE WEBSITE |
| Best Private Banking Services Overall | Best PB Services Overall |
| High Net Worth Clients (US$ 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 Advisory | Capital Mkts & Advisory |
| Research and Asset Allocation Advice | Research & Asset Allocation Advice |
| Technology- Data Management and Security in Private Banking and Wealth Management | Technology- Data Mngmnt & Security in PB & WM |
| Technology- Innovative or Emerging Technology Adoption | Technology- Innovative or Emerging Tech. Adoption |
