Private Banking and Wealth Management Survey 2013: Results index

The annual Private Banking and wealth management survey provides a qualitative and quantitative 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.

Private banking survey press release

Overall global awards

Best private banking services overall Relationship management Privacy and security Range of investment products Range of advisory services Bespoke wealth planning

Global net-worth-specific services awards

Super affluent ($500,000 to $1 million) High net worth I ($1 million to $10 million) High net worth II ($10 million to $30 million) Ultra high net worth (More than $30 million)

Global asset/product classes awards

Equity portfolio management Fixed income portfolio management Foreign exchange Lending/financing solutions Commodities investment Precious metals investment Real estate investment Private equity investment Structured products Managed futures Hedge fund investment Luxury investment (non-art)

Global services awards

Family office services Inheritance and succession planning Trust services Tax guidance and services Offshore services Corporate advisory for private banking clients Islamic banking services Philanthropy services Yacht and aircraft financing

Global specialized services awards

Entrepreneurs Corporate executives Inherited wealth and business

View extended global results, including results by firm name

Regional awards

Western European regional awards Best private banking services overall Relationship management Privacy and security Range of investment products Range of advisory services Super affluent High net worth I High net worth II Ultra high net worth Family office services Inheritance and succession planning

View extended Western European results

North American regional awards Best private banking services overall Relationship management Privacy and security Range of investment products Range of advisory services Super affluent High net worth I High net worth II Ultra high net worth Family office services Inheritance and succession planning

View extended North American results

Asian regional awards Best private banking services overall Relationship management Privacy and security Range of investment products Range of advisory services Super affluent High net worth I High net worth II Ultra high net worth Family office services Inheritance and succession planning

View extended Asian results

Latin American regional awards Best private banking services overall Relationship management Privacy and security Range of investment products Range of advisory services Super affluent High net worth I High net worth II Ultra high net worth Family office services Inheritance and succession planning

View extended Latin American results

Nordic and Baltic regional awards Best private banking services overall Relationship management Privacy and security Range of investment products Range of advisory services Super affluent High net worth I High net worth II Ultra high net worth Family office services Inheritance and succession planning

View extended Nordic and Baltic results

Central and eastern Europe regional awards Best private banking services overall Relationship management Privacy and security Range of investment products Range of advisory services Super affluent High net worth I High net worth II Ultra high net worth Family office services Inheritance and succession planning

View extended CEE results

Middle Eastern regional awards Best private banking services overall Relationship management Privacy and security Range of investment products Range of advisory services Super affluent High net worth I High net worth II Ultra high net worth Family office services Inheritance and succession planning

View extended Middle East results

Caribbean regional awards Best private banking services overall Relationship management Privacy and security Range of investment products Range of advisory services Super affluent High net worth I High net worth II Ultra high net worth Family office services Inheritance and succession planning

View extended Caribbean results

Country results

View extended Country results

Methodology

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