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Latin America | ||
Best private banking services overall | ||
2014 | 2013 | Bank |
1 | 2 | JPMorgan |
2 | 3 | Santander |
3 | 4 | Credit Suisse |
4 | 1 | Citi |
5 | 7 | Banco Itaú |
6 | 5 | UBS |
7 | 8 | BTG Pactual |
8 | 11 | BBVA |
9 | 6 | HSBC |
10 | 13 | Goldman Sachs |
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Relationship management | ||
2014 | 2013 | Bank |
1 | 1 | JPMorgan |
2 | 3 | Santander |
3 | 5 | Banco Itaú |
4 | 4 | Citi |
5 | 2 | Credit Suisse |
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Range of investment products | ||
2014 | 2013 | Bank |
1 | 3 | Santander |
2 | 2 | JPMorgan |
3 | 6 | Credit Suisse |
4 | 1 | Citi |
5 | 9 | Banco Itaú |
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Range of advisory services | ||
2014 | 2013 | Bank |
1 | 1 | JPMorgan |
2 | 5 | Santander |
3 | 2 | Citi |
4 | 3 | Credit Suisse |
5 | 7 | Banco Itaú |
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Net-worth-specific services | ||
Super affluent clients | ||
2014 | 2013 | Bank |
1 | 1 | Santander |
2 | 2 | Citi |
3 | BBVA | |
4 | 6 | Bradesco |
5 | 5 | Banco Itaú |
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High net worth I clients | ||
2014 | 2013 | Bank |
1 | 2 | Santander |
2 | 1 | Citi |
3 | 4 | Banco Itaú |
4 | BBVA | |
5 | 3 | HSBC |
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High net worth II clients | ||
2014 | 2013 | Bank |
1 | 1 | JPMorgan |
2 | 2 | Credit Suisse |
3 | 6 | Banco Itaú |
4 | 4 | UBS |
5 | 9 | Goldman Sachs |
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Ultra high net worth clients | ||
2014 | 2013 | Bank |
1 | 1 | JPMorgan |
2 | 2 | Credit Suisse |
3 | 4 | UBS |
4 | 5 | Goldman Sachs |
5 | 9 | Banco Itaú |
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Equity portfolio management | ||
2014 | 2013 | Bank |
1 | 1 | JPMorgan |
2 | 3 | Santander |
3 | 4 | Credit Suisse |
4 | 2 | Citi |
5 | 6 | Merrill Lynch Wealth Management |
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Fixed income portfolio management | ||
2014 | 2013 | Bank |
1 | 1 | Santander |
2 | 4 | JPMorgan |
3 | 2 | Citi |
4 | BBVA | |
5 | 6 | Banco Itaú |
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Family office services | ||
2014 | 2013 | Bank |
1 | 2 | JPMorgan |
2 | 4 | Santander |
3 | 1 | Credit Suisse |
4 | 3 | UBS |
5 | 6 | Citi |
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Inheritance and succession planning | ||
2014 | 2013 | Bank |
1 | 1 | JPMorgan |
2 | 5 | Santander |
3 | 2 | UBS |
4 | 4 | Credit Suisse |
5 | 6 | HSBC |
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Corporate advisory for private banking clients | ||
2014 | 2013 | Bank |
1 | 2 | JPMorgan |
2 | 1 | Citi |
3 | 4 | Santander |
4 | 7 | Banco Itaú |
5 | 3 | Credit Suisse |
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Philanthropy services | ||
2014 | 2013 | Bank |
1 | 1 | UBS |
2 | 2 | JPMorgan |
3 | 3 | Credit Suisse |
4 | 4 | Citi |
5 | 5 | Santander |
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