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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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Fixed income portfolio management | ||
2014 | 2013 | Bank |
1 | 2 | JPMorgan |
2 | 1 | Morgan Stanley |
3 | 4 | UBS |
4 | 5 | Goldman Sachs |
5 | 7 | Pimco |
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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 |
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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 |
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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 | |
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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 |
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