Private Banking and Wealth Management Survey 2009
The benchmark annual survey of the wealth management industry
Full results include:
Best private banking services overall I Net-worth-specific private banking services I Equity portfolio management by private banks I Fixed income portfolio management by private banks I Hedge fund investment by private banks I Managed futures by private banks I Private equity investment by private banks I Structured products investment by private banks I Foreign exchange investment by private banks I Real estate investment by private banks I Precious metals investment by private banks I Art banking by private banks I Luxury investment by private banks I Ethical investments I Islamic banking services I Philanthropy services I Corporate advisory for private banking clients I Family office services I Inheritance and succession planning I Tax guidance and services by private banks I Trust services I Specialized services by private banks I Offshore private banking services
About the Private Banking Survey
The annual Private Banking 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.
Factors such as assets under management, profitability, ratio of clients to relationship managers, and services offered, among other things, are all considered in developing the ranking of top private banks.
Private Banking Awards DinnerEuromoney's Private Banking Awards are the most prestigious in the growing area of wealth management. They cover over 60 countries each year, as well as global and regional awards. They are voted for by the people who know the industry best – the private bankers themselves. Winning an award is a confirmation of excellence in wealth management, which banks use to promote their credentials to clients – and a cause for celebration at our annual Awards Dinner.
Contacts:For editorial queries: Clive Horwood,
chorwood@euromoneyplc.com tel +44 20 7779 8676
More on Private banking and global wealth management
February 2009
Private clients have traditionally been seen as stable money. But 2008 proved that axiom doesn’t always hold, as private banks attached to investment banks discovered.
January 2008
Private banks attached to investment banks have benefited from the access to balance sheet and innovative products that the relationship provides. But with Wall Street suffering dramatic losses as a result of sub-prime mortgage exposure, will that relationship be the private banks’ downfall? Helen Avery reports.
January 2007
Private banks have never had it so good. Every region in the world offers a growth opportunity. Clients want an ever-increasing array of products and services. This leads to intense competition, evident in Euromoney’s latest annual private banking survey. But is further consolidation inevitable? Helen Avery reports.
January 2006
Private banks are enjoying a period of growth as financial markets improve and global wealth increases. Long-term success will lie in offering a broader range of products linked to investment banking, while ensuring the high levels of service that clients now demand. Euromoney reports on the drivers of success in its annual survey.
January 2005
Its high industry rankings suggest that UBS's bold drive to build a private banking business onshore across Europe is paying off. The bank soars above the competition according to our second annual survey. But the cost has been substantial. And there remain plenty of niches in which its rivals can excel and turn good profits. Helen Avery reports.