Best private banking services overall | ||
2018 | 2017 | |
1 | 1 | UBS |
2 | 2 | JPMorgan |
3 | 3 | Credit Suisse |
4 | 5 | Julius Baer |
5 | 4 | Citi |
6 | 6 | Pictet |
7 | 7 | BNP Paribas |
8 | 10 | HSBC |
9 | 13 | Goldman Sachs |
10 | 11 | ABN AMRO |
11 | 9 | Santander |
12 | 8 | Deutsche Bank |
13 | 21 | China Merchants Bank |
14 | 18 | Barclays |
15 | 14 | Rothschild |
16 | 87 | Agricultural Bank of China |
17 | 16 | Lombard Odier |
18 | 26 | Intesa Sanpaolo |
19 | 20 | RBC |
20 | 19 | UniCredit |
21 | 17 | Societe Generale |
22 | 38= | LGT |
23 | 44 | Merrill Lynch Wealth Management |
24 | 15 | Banco Itau |
25 | 24 | Mitsubishi UFJ Morgan Stanley PB Securities |
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Ultra High Net Worth clients (Greater than US$ 30 million) | ||
2018 | 2017 | |
1 | 1 | UBS |
2 | 2 | JPMorgan |
3 | 3 | Credit Suisse |
4 | 4 | Goldman Sachs |
5 | 6 | Citi |
6 | 5 | Pictet |
7 | 7 | Julius Baer |
8 | 9 | BNP Paribas |
9 | 37 | Northwood Family Office |
10 | 12 | HSBC |
High Net Worth clients (US$ 5 million to US$ 30 million) | ||
2018 | 2017 | |
1 | 1 | UBS |
2 | 2 | Credit Suisse |
3 | 4 | Julius Baer |
4 | 3 | JPMorgan |
5 | 8 | HSBC |
6 | 5 | BNP Paribas |
7 | 6 | Citi |
8 | 7 | Pictet |
9 | 9 | Deutsche Bank |
10 | 10 | Santander |
Super affluent clients (US$ 1 million to US$ 5 million) | ||
2018 | 2017 | |
1 | 1 | UBS |
2 | 4 | BNP Paribas |
3 | 5 | HSBC |
4 | 2 | Citi |
5 | 3 | Credit Suisse |
6 | 6 | Julius Baer |
7 | 7 | Santander |
8 | 9 | ABN AMRO |
9 | 12 | Barclays |
10 | 10 | Deutsche Bank |
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Asset Management | ||
2018 | 2017 | |
1 | 2 | BlackRock |
2 | 1 | JPMorgan |
3 | 3 | UBS |
4 | 8 | Aberdeen Asset Management |
5 | 5 | Pictet |
6 | 4 | Credit Suisse |
7 | 16 | Pimco |
8 | 7 | Deutsche Bank |
9 | 9 | Goldman Sachs |
10 | 10 | BNP Paribas |
Investment Banking Capabilities | ||
2018 | 2017 | |
1 | 1 | Goldman Sachs |
2 | 2 | JPMorgan |
3 | 3 | UBS |
4 | 4 | Credit Suisse |
5 | 7 | Citi |
6 | 6 | Deutsche Bank |
7 | 8 | BNP Paribas |
8 | 9 | HSBC |
9 | 5 | Morgan Stanley |
10 | 12 | Rothschild |
Commercial Banking Capabilities | ||
2018 | 2017 | |
1 | 2 | HSBC |
2 | 1 | Citi |
3 | 3 | BNP Paribas |
4 | 4 | Santander |
5 | 8 | Deutsche Bank |
6 | 9 | Barclays |
7 | 17 | Standard Chartered |
8 | 13 | Societe Generale |
9 | 6 | UniCredit |
10 | 7 | JPMorgan |
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Family Office Services | ||
2018 | 2017 | |
1 | 1 | UBS |
2 | 2 | Credit Suisse |
3 | 3 | JPMorgan |
4 | 4 | Pictet |
5 | 9 | Rothschild |
6 | 6 | Julius Baer |
7 | 11 | Goldman Sachs |
8 | 16 | Northwood Family Office |
9 | 7 | HSBC |
10 | 5 | Citi |
Research and Asset Allocation Advice | ||
2018 | 2017 | |
1 | 2 | UBS |
2 | 1 | JPMorgan |
3 | 3 | Credit Suisse |
4 | 4 | Goldman Sachs |
5 | 5 | Citi |
6 | 7 | Deutsche Bank |
7 | 8 | HSBC |
8 | 9 | BNP Paribas |
9 | 16 | BlackRock |
10 | 10 | Pictet |
Philanthropic Advice | ||
2018 | 2017 | |
1 | 1 | UBS |
2 | 3 | Credit Suisse |
3 | 2 | JPMorgan |
4 | 4 | BNP Paribas |
5 | 6 | Pictet |
6 | 7 | HSBC |
7 | 5 | Citi |
8 | 10 | ABN AMRO |
9 | 32 | Northwood Family Office |
10 | 9 | Deutsche Bank |
Top | ||
SRI/Social Impact Investing | ||
2018 | 2017 | |
1 | 1 | UBS |
2 | 2 | Credit Suisse |
3 | 3 | JPMorgan |
4 | 6 | HSBC |
5 | 4 | BNP Paribas |
6 | 7 | Pictet |
7 | 5 | Citi |
8 | 8 | Deutsche Bank |
9 | 12 | ABN AMRO |
10 | 11 | Goldman Sachs |
International Clients | ||
2018 | 2017 | |
1 | 1 | UBS |
2 | 3 | HSBC |
3 | 5 | Citi |
4 | 2 | JPMorgan |
5 | 4 | Credit Suisse |
6 | 7 | Deutsche Bank |
7 | 8 | BNP Paribas |
8 | 6 | Goldman Sachs |
9 | 13 | Barclays |
10 | 9 | Julius Baer |
Succession Planning Advice and Trusts | ||
2018 | 2017 | |
1 | 1 | UBS |
2 | 2 | Credit Suisse |
3 | 3 | JPMorgan |
4 | 5 | HSBC |
5 | 4 | Citi |
6 | 6 | Pictet |
7 | 7 | Julius Baer |
8 | 8 | BNP Paribas |
9 | 16= | Northwood Family Office |
10 | 11 | Rothschild |
Innovative Technology - Client Experience | ||
2018 | 2017 | |
1 | 1 | UBS |
2 | 3 | Credit Suisse |
3 | 4 | JPMorgan |
4 | 2 | Citi |
5 | 6 | BNP Paribas |
6 | 5 | HSBC |
7 | 11 | Goldman Sachs |
8 | 10 | Pictet |
9 | 16 | Barclays |
10 | 12 | Deutsche Bank |
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