Private Banking and Wealth Management Survey 2014: North American regional awards

Euromoney Limited, Registered in England & Wales, Company number 15236090

4 Bouverie Street, London, EC4Y 8AX

Copyright © Euromoney Limited 2024

Accessibility | Terms of Use | Privacy Policy | Modern Slavery Statement

Private Banking and Wealth Management Survey 2014: North American regional awards

North America

Best private banking services overall
Relationship management
Range of investment products
Range of advisory services
Super affluent clients
High net worth I clients
High net worth II clients
Ultra high net worth clients
Equity portfolio management
Fixed income portfolio mangement
Family office services
Inheritance and succession planning
Corporate advisory for private banking clients
Philanthropy services

View full results

return to the
Private Banking and Wealth Management Survey 2014: Results index

North America
Best private banking services overall
2014 2013 Bank
1 1 JPMorgan
2 2 Merrill Lynch Wealth Management
3 7 Goldman Sachs
4 5 Northern Trust
5 8 Wells Fargo
6 4 UBS
7 3 Morgan Stanley
8 9 RBC
9 6 Citi
10 10 Bessemer Trust
View full, extended results

▲ back to top

Relationship management
2014 2013 Bank
1 1 JPMorgan
2 2 Northern Trust
3 3 Wells Fargo
4 4 Goldman Sachs
5 8 Merrill Lynch Wealth Management
View full, extended results

▲ back to top

Range of investment products
2014 2013 Bank
1 2 JPMorgan
2 1 Merrill Lynch Wealth Management
3 5 Goldman Sachs
4 4 UBS
5 3 Morgan Stanley
View full, extended results

▲ back to top

Range of advisory services
2014 2013 Bank
1 3 JPMorgan
2= 2 Merrill Lynch Wealth Management
2= 1 Northern Trust
4 6 Goldman Sachs
5 7 Bessemer Trust
View full, extended results

▲ back to top

Net-worth-specific services
Super affluent clients
2014 2013 Bank
1 1= Merrill Lynch Wealth Management
2 1= Wells Fargo
3 3 Morgan Stanley
4 4 UBS
5 9 RBC
View full, extended results

▲ back to top

High net worth I clients
2014 2013 Bank
1 1 Merrill Lynch Wealth Management
2 3 Wells Fargo
3 5 JPMorgan
4 2 Morgan Stanley
5 4 UBS
View full, extended results

▲ back to top

High net worth II clients
2014 2013 Bank
1 1 JPMorgan
2 4 Goldman Sachs
3 3 Merrill Lynch Wealth Management
4 6 Northern Trust
5 5 UBS
View full, extended results

▲ back to top

Ultra high net worth clients
2014 2013 Bank
1 1 JPMorgan
2 2 Goldman Sachs
3 6 Merrill Lynch Wealth Management
4 3 Northern Trust
5 5 UBS
View full, extended results

▲ back to top

Equity portfolio management
2014 2013 Bank
1 2 JPMorgan
2 1 Morgan Stanley
3 4 Goldman Sachs
4 3 Merrill Lynch Wealth Management
5 5 UBS
View full, extended results

▲ back to top

Fixed income portfolio management
2014 2013 Bank
1 2 JPMorgan
2 1 Morgan Stanley
3 4 UBS
4 5 Goldman Sachs
5 7 Pimco
View full, extended results

▲ back to top

Family office services
2014 2013 Bank
1 1 Northern Trust
2 3 Bessemer Trust
3 2 JPMorgan
4 4 Merrill Lynch Wealth Management
5 6 Wells Fargo
View full, extended results

▲ back to top

Inheritance and succession planning
2014 2013 Bank
1 1 Northern Trust
2 4 Merrill Lynch Wealth Management
3 2 JPMorgan
4 3 Bessemer Trust
5 6 Northwood Family Office
View full, extended results

▲ back to top

Corporate advisory for private banking clients
2014 2013 Bank
1 1 JPMorgan
2 2 Goldman Sachs
3 4= Morgan Stanley
4 6 Citi
5 RBC
View full, extended results

▲ back to top

Philanthropy services
2014 2013 Bank
1 2 Northern Trust
2 1 JPMorgan
3 3 Merrill Lynch Wealth Management
4 4 Bessemer Trust
5 5 Citi
View full, extended results

▲ back to top

Gift this article