Private Banking and Wealth Management Survey 2005: Results

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Private Banking and Wealth Management Survey 2005: Results

return to UBS tops private banking poll 

Global                 

Best global private bank 2005

1

UBS

2

Citigroup Private Bank

3

Credit Suisse Private Banking

4

HSBC Private Bank

5

JPMorgan Private Bank

6

Goldman Sachs

7

Pictet & Cie

8

Deutsche Bank, Private Wealth Management

9

Merrill Lynch

10

ABN Amro Private Banking

11

Coutts & Co

12

BNP Paribas Private Bank

13

MeesPierson

14

Rothschild

15

Morgan Stanley

16

Société Générale Private Banking

17

ING Private Banking

18

Lombard Odier Darier Hentsch

19

Barclays

20

Union Bancaire Privée

21

Julius Baer

22

Nordea

23

Royal Bank of Canada

24=

Carnegie

24=

LCF Edmond de Rothschild

Best at privacy and security

1

UBS

2

Credit Suisse Private Banking

3

Pictet & Cie

4

HSBC Private Bank

5

JPMorgan Private Bank

6

Citigroup Private Bank

7

Rothschild

8=

Banque Degroof

8=

Lombard Odier Darier Hentsch

10

Deutsche Bank, Private Wealth Management

Best at relationship management

1

UBS

2

HSBC Private Bank

3

Credit Suisse Private Banking

4

JPMorgan Private Bank

5

Pictet & Cie

6

Citigroup Private Bank

7

Rothschild

8

Goldman Sachs

9=

Coutts & Co

9=

Lombard Odier Darier Hentsch

Best private bank for super affluent ($500k-1m)

1

Citigroup Private Bank

2

HSBC Private Bank

3

UBS

4

Credit Suisse Private Banking

5

BNP Paribas Private Bank

6

Coutts & Co

7

Deutsche Bank, Private Wealth Management

8

ABN Amro Private Banking

9

ING Private Banking

10

Barclays

Best private bank for high net worth I ($1m-10m)

1

UBS

2

Citigroup Private Bank

3

HSBC Private Bank

4

Credit Suisse Private Banking

5

Pictet & Cie

6

ABN Amro Private Banking

7

Deutsche Bank, Private Wealth Management

8

JPMorgan Private Bank

9

Banque Degroof

10

Julius Baer

Best private bank for high net worth II ($10m-30m)

1

UBS

2

JPMorgan Private Bank

3

Citigroup Private Bank

4

HSBC Private Bank

5

Goldman Sachs

6

Pictet & Cie

7

Credit Suisse Private Banking

8=

ABN Amro Private Banking

8=

Deutsche Bank, Private Wealth Management

10

Rothschild

Best private bank for ultra high net worth ($30m+)

1

JPMorgan Private Bank

2

UBS

3

Goldman Sachs

4

Citigroup Private Bank

5

Credit Suisse Private Banking

6

Pictet & Cie

7

HSBC Private Bank

8

Rothschild

9

Sal Oppenheim

10

ABN Amro Private Banking

Best provider of portfolio management: equities

1

UBS

2

Merrill Lynch

3

Credit Suisse Private Banking

4

JPMorgan Private Bank

5

Goldman Sachs

6

Morgan Stanley

7

Citigroup Private Bank

8

HSBC Private Bank

9

Fidelity Investments

10

Deutsche Bank, Private Wealth Management

Best provider of portfolio management: fixed income

1

UBS

2

Credit Suisse Private Banking

3

JPMorgan Private Bank

4

Deutsche Bank, Private Wealth Management

5

Pimco

6

Citigroup Private Bank

7

Merrill Lynch

8

ABN Amro Private Banking

9=

Morgan Stanley

9=

Pictet & Cie

Best provider of hedge fund investments

1

UBS

2

Man Group

3

Credit Suisse Private Banking

4

GAM

5

Union Bancaire Privée

6

HSBC Private Bank

7

Citigroup Private Bank

8=

Deutsche Bank, Private Wealth Management

8=

Permal

10

Brummer & Partners

Best provider of managed futures

1

Man Group

2

UBS

3

Merrill Lynch

4

Credit Suisse Private Banking

5

Goldman Sachs

6

Deutsche Bank, Private Wealth Management

7

Société Générale Private Banking

8=

Citigroup Private Bank

8=

HSBC Private Bank

10

BNP Paribas Private Bank

Best provider of private equity investment

1

UBS

2

Goldman Sachs

3

Citigroup Private Bank

4

JPMorgan Private Bank

5

Credit Suisse Private Banking

6

Merrill Lynch

7

Morgan Stanley

8=

ABN Amro Private Banking

8=

Partners Group

10

Deutsche Bank, Private Wealth Management

Best provider of structured products

1

Société Générale Private Banking

2

UBS

3

Credit Suisse Private Banking

4

BNP Paribas Private Bank

5

Citigroup Private Bank

6

Deutsche Bank, Private Wealth Management

7

Goldman Sachs

8

ABN Amro Private Banking

9

JPMorgan Private Bank

10

Merrill Lynch

Best provider for FX

1

Citigroup Private Bank

2

UBS

3=

Deutsche Bank, Private Wealth Management

3=

HSBC Private Bank

5

Credit Suisse Private Banking

6

JPMorgan Private Bank

7

Merrill Lynch

8

ABN Amro Private Banking

9

BNP Paribas Private Bank

10

Goldman Sachs

Best provider for real estate investment

1

UBS

2

HSBC Private Bank

3

Credit Suisse Private Banking

4

Citigroup Private Bank

5

Deutsche Bank, Private Wealth Management

6

ING Private Banking

7

Morgan Stanley

8

Catella

9

MeesPierson

10

Schroders Private Bank

Best provider of precious metals investing

1

UBS

2

Credit Suisse Private Banking

3

Merrill Lynch

4

Goldman Sachs

5

Citigroup Private Bank

7

ABN Amro Private Banking

8

HSBC Private Bank

9=

HBU

9=

JPMorgan Private Bank

Best provider of art banking

1

UBS

2

Citigroup Private Bank

3

ABN Amro Private Banking

4

Credit Suisse Private Banking

5

HSBC Private Bank

6

JPMorgan Private Bank

7

Coutts & Co

8

BNP Paribas Private Bank

9

Deutsche Bank, Private Wealth Management

10

Dexia

Best provider of luxury investments (non-art)

1

UBS

2

Credit Suisse Private Banking

3

Citigroup Private Bank

4

Christie's

5

Sotheby's

6

Lombard Odier Darier Hentsch

7

Pictet & Cie

8

JPMorgan Private Bank

9

HSBC Private Bank

10

Rothschild

Best provider of corporate advisory services

1

UBS

2

Citigroup Private Bank

3

Goldman Sachs

4

JPMorgan Private Bank

5

Morgan Stanley

6

Credit Suisse Private Banking

7

HSBC Private Bank

8

ABN Amro Private Banking

9

Banque Degroof

10

Merrill Lynch

Best provider for ethical investing

1

UBS

2

Dexia

3

SAM

4

Credit Suisse Private Banking

5=

Citigroup Private Bank

5=

HSBC Private Bank

7

Bank Sarasin & Cie

8=

ABN Amro Private Banking

8=

Triodos Bank

10

JPMorgan Private Bank

Best provider of Islamic banking services

1

HSBC Private Bank

2

UBS

3

Citigroup Private Bank

4

Maybank

5

Pictet & Cie

6

Credit Suisse Private Banking

7=

BNP Paribas Private Bank

7=

National Bank of Kuwait

9

Arab Bank

10

Emirates Bank International

Best provider of philanthropy services

1

UBS

2

HSBC Private Bank

3

Citigroup Private Bank

4

MeesPierson

5

JPMorgan Private Bank

6

Credit Suisse Private Banking

7

ABN Amro Private Banking

8

Pictet & Cie

9

Rockefeller Philanthropy Advisors

10

Rothschild

Best provider of family office services

1

UBS

2

Pictet & Cie

3

JPMorgan Private Bank

4

HSBC Private Bank

5

Goldman Sachs

6

Citigroup Private Bank

7

Credit Suisse Private Banking

8

Coutts & Co

9

Rothschild

10

Deutsche Bank, Private Wealth Management

Best provider of inheritance and succession planning

1

UBS

2

HSBC Private Bank

3

Citigroup Private Bank

4

Credit Suisse Private Banking

5

Baker & McKenzie

6

JPMorgan Private Bank

7

MeesPierson

8

Pictet & Cie

9

Coutts & Co

10

Ernst & Young

Best provider for tax guidance and services

1

UBS

2

KPMG

3

PricewaterhouseCoopers

4

Ernst & Young

5

HSBC Private Bank

6

Citigroup Private Bank

7

Credit Suisse Private Banking

8

Baker & McKenzie

9

JPMorgan Private Bank

10

Deloitte

Best provider of trust services

1

HSBC Private Bank

2

UBS

3

Citigroup Private Bank

4

Credit Suisse Private Banking

5

Coutts & Co

6

Royal Bank of Canada

7

JPMorgan Private Bank

8

Northern Trust Private Bank

9

MeesPierson

10

ABN Amro Private Banking

Best provider of services to artists and entertainers

1

UBS

2

Coutts & Co

3

Citigroup Private Bank

4

HSBC Private Bank

5

Credit Suisse Private Banking

6

ABN Amro Private Banking

7

Banque OBC

8

Merrill Lynch

9

City National Bank

10

MeesPierson

Best Provider of services to clients with inherited wealth and business

1

UBS

2

Credit Suisse Private Banking

3

JPMorgan Private Bank

4

HSBC Private Bank

5

Citigroup Private Bank

6

Pictet & Cie

7

Coutts & Co

8

Rothschild

9

Banque Degroof

10

Lazard

Best provider of services to corporate executives

1

UBS

2

Citigroup Private Bank

3

HSBC Private Bank

4

Credit Suisse Private Banking

5=

Coutts & Co

5=

JPMorgan Private Bank

7

BNP Paribas Private Bank

8=

ABN Amro Private Banking

8=

Goldman Sachs

10

Deutsche Bank, Private Wealth Management

Best provider of services to entrepreneurs

1

UBS

2=

Citigroup Private Bank

2=

JPMorgan Private Bank

4

HSBC Private Bank

5

Goldman Sachs

6

Credit Suisse Private Banking

7

Morgan Stanley

8

BNP Paribas Private Bank

9

Deutsche Bank, Private Wealth Management

10

Rothschild

Best provider of services to sports players

1

UBS

2

Coutts & Co

3

Citigroup Private Bank

4

HSBC Private Bank

5

Credit Suisse Private Banking

6

ABN Amro Private Banking

7

Merrill Lynch

8

Deutsche Bank, Private Wealth Management

9=

ING Private Banking

9=

JPMorgan Private Bank

Best use of technology

1

UBS

2

Citigroup Private Bank

3

Credit Suisse Private Banking

4

HSBC Private Bank

5

JPMorgan Private Bank

6

Merrill Lynch

7

Deutsche Bank, Private Wealth Management

8

ING Private Banking

9

Pictet & Cie

10

Goldman Sachs

Best global private client consultancy

1

KPMG

2

PricewaterhouseCoopers

3

Ernst & Young

4

Baker & McKenzie

return to UBS tops private banking poll 

 



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