Best private banking services overall | ||
2018 | 2017 | |
1 | 11= | UBS |
2 | 3 | Barclays |
3 | 4 | Standard Bank |
4 | 1 | Standard Chartered |
5 | 2 | Investec |
6 | 16= | Julius Baer |
7 | 34= | JPMorgan |
8 | 15 | Credit Suisse |
9 | 25= | HSBC |
10 | 8= | Nedbank Private Wealth |
Ultra High Net Worth clients (Greater than US$ 30 million) | ||
2018 | 2017 | |
1 | 9 | UBS |
2 | 3 | Barclays |
3 | 2 | Standard Chartered |
4 | 8 | Standard Bank |
5 | 17= | Citi |
6 | 23= | Julius Baer |
7 | 1 | Investec |
8 | 12= | Pictet |
9 | 17= | JPMorgan |
High Net Worth clients (US$ 5 million to US$ 30 million) | ||
2018 | 2017 | |
1 | 19= | UBS |
2 | 5 | Barclays |
3 | 3= | Standard Chartered |
4 | 1 | Standard Bank |
5 | 11= | Julius Baer |
6 | 2 | Investec |
7 | 22 | Credit Suisse |
8 | 23= | HSBC |
Top | ||
Super affluent clients (US$ 1 million to US$ 5 million) | ||
2018 | 2017 | |
1 | 4 | Barclays |
2 | 1 | Standard Bank |
3 | UBS | |
4 | 2 | Standard Chartered |
5 | 3 | Investec |
6 | 11 | Julius Baer |
7 | 15= | HSBC |
8 | Credit Suisse | |
9 | 5 | RMB Private Bank |
Asset Management | ||
2018 | 2017 | |
1 | 8 | UBS |
2 | 6 | Barclays |
3 | 11 | JPMorgan |
4 | 2 | Standard Chartered |
5 | 1 | Allan Gray |
6 | 4= | Standard Bank |
7 | Aberdeen Asset Management | |
8 | 23= | Citi |
9 | 4= | Coronation Fund Managers |
10 | 12= | Credit Suisse |
Investment Banking Capabilities | ||
2018 | 2017 | |
1 | 2 | Standard Bank |
2 | 3 | Standard Chartered |
3 | 12= | UBS |
4 | 5 | Barclays |
5 | 7 | Citi |
6 | 6 | JPMorgan |
7 | 16= | Deutsche Bank |
8 | 4 | Investec |
9 | 18= | Goldman Sachs |
Top | ||
Commercial Banking Capabilities | ||
2018 | 2017 | |
1 | 3 | Standard Chartered |
2 | 1 | Standard Bank |
3 | 2 | Barclays |
4 | 13 | HSBC |
5 | 8 | Access Bank |
6 | 11 | Zenith Bank |
7 | BNP Paribas | |
8 | 6 | Nedbank Private Wealth |
9 | 12 | Citi |
Family Office Services | ||
2018 | 2017 | |
1 | 5= | UBS |
2 | 2 | Barclays |
3 | 1 | Stonehage Fleming |
4 | 4 | Credit Suisse |
5 | 3 | Citi |
6 | 9= | Pictet |
7 | 16 | Julius Baer |
8 | Lombard Odier | |
9 | 5= | Investec |
10 | HSBC | |
Research and Asset Allocation Advice | ||
2018 | 2017 | |
1 | 9 | UBS |
2 | 12= | JPMorgan |
3 | 2 | Barclays |
4 | 4 | Standard Chartered |
5 | 7= | Credit Suisse |
6 | 11 | Standard Bank |
7 | 15= | Citi |
8 | Investec | |
9 | Julius Baer | |
Philanthropic Advice | ||
2018 | 2017 | |
1 | 9= | UBS |
2 | 2 | Barclays |
3 | 5 | Standard Chartered |
4 | 4 | Standard Bank |
5 | 1 | Nedbank Private Wealth |
6 | 12 | Credit Suisse |
7 | Pictet | |
8 | 11 | JPMorgan |
Top | ||
SRI/Social Impact Investing | ||
2018 | 2017 | |
1 | 1 | Barclays |
2 | 3= | Standard Bank |
3 | 7 | Standard Chartered |
4 | 8 | UBS |
5 | Pictet | |
6 | HSBC | |
7 | 5 | Investec |
International Clients | ||
2018 | 2017 | |
1 | 1 | Standard Chartered |
2 | 9= | UBS |
3 | 2 | Barclays |
4 | 4 | Standard Bank |
5 | 5 | Citi |
6 | 11 | HSBC |
7 | 12= | Credit Suisse |
8 | 3 | Investec |
9 | 16 | Deutsche Bank |
Succession Planning Advice and Trusts | ||
2018 | 2017 | |
1 | 10= | UBS |
2 | 3 | Standard Chartered |
3 | 7 | Standard Bank |
4 | 2 | Barclays |
5 | Julius Baer | |
6 | 15= | HSBC |
7 | Credit Suisse | |
8 | 1 | Stonehage Fleming |
9 | Pictet | |
Innovative Technology - Client Experience | ||
2018 | 2017 | |
1 | UBS | |
2 | 6 | Standard Bank |
3 | 1 | Barclays |
4 | 2 | Standard Chartered |
5 | 8= | JPMorgan |
6 | 4 | FNB Private Wealth |
7 | 3 | Investec |
8 | 7 | Citi |
Top |
Asia Pacific
Best private banking services overall | ||
2018 | 2017 | |
1 | 1 | UBS |
2 | 2 | Credit Suisse |
3 | 3 | Citi |
4 | 5= | China Merchants Bank |
5 | 10 | HSBC |
6 | 31 | Agricultural Bank of China |
7 | 4 | Julius Baer |
8 | 5= | Mitsubishi UFJ Morgan Stanley PB Securities |
9 | 16 | Maybank |
10 | 13 | BNP Paribas |
Ultra High Net Worth clients (Greater than US$ 30 million) | ||
2018 | 2017 | |
1 | 1 | UBS |
2 | 2 | Credit Suisse |
3 | 4 | Citi |
4 | 3 | JPMorgan |
5 | 5 | Goldman Sachs |
6 | 25 | Agricultural Bank of China |
7 | 8 | China Merchants Bank |
8 | 18 | BNP Paribas |
9 | 6 | Julius Baer |
10 | 12 | KEB Hana Bank |
High Net Worth clients (US$ 5 million to US$ 30 million) | ||
2018 | 2017 | |
1 | 1 | UBS |
2 | 3 | Credit Suisse |
3 | 2 | Citi |
4 | 8 | China Merchants Bank |
5 | 4 | HSBC |
6 | 5 | Julius Baer |
7 | 6 | BNP Paribas |
8 | 20 | Maybank |
9 | 7 | Mitsubishi UFJ Morgan Stanley PB Securities |
10 | 13 | KEB Hana Bank |
Top | ||
Super affluent clients (US$ 1 million to US$ 5 million) | ||
2018 | 2017 | |
1 | 1 | Citi |
2 | 2 | HSBC |
3 | 4 | DBS Bank |
4 | 10 | Agricultural Bank of China |
5 | 8 | China Merchants Bank |
6 | Bank of Singapore | |
7 | 5 | UBS |
8 | 14 | Standard Chartered |
9 | 7 | Mitsubishi UFJ Morgan Stanley PB Securities |
10 | 18 | KEB Hana Bank |
Asset Management | ||
2018 | 2017 | |
1 | 4 | Aberdeen Asset Management |
2 | 3 | BlackRock |
3 | 23 | Agricultural Bank of China |
4 | 2 | JPMorgan |
5 | 1 | UBS |
6 | 19 | Pimco |
7 | 5 | China Merchants Bank |
8 | 20 | KEB Hana Bank |
9 | 12 | Fidelity Investments |
10 | 11 | Franklin Templeton Investments |
Investment Banking Capabilities | ||
2018 | 2017 | |
1 | 1 | Goldman Sachs |
2 | 5 | JPMorgan |
3 | 2 | UBS |
4 | 3 | Credit Suisse |
5 | 6 | Citi |
6 | 7 | Deutsche Bank |
7 | 22= | Agricultural Bank of China |
8 | 9 | BNP Paribas |
9 | 8 | China Merchants Bank |
10 | 14 | KEB Hana Bank |
Top | ||
Commercial Banking Capabilities | ||
2018 | 2017 | |
1 | 2 | HSBC |
2 | 1 | Citi |
3 | 4 | Standard Chartered |
4 | 7 | China Merchants Bank |
5 | 3 | DBS Bank |
6 | 6 | Bank of China |
7 | 24 | Agricultural Bank of China |
8 | 17 | KEB Hana Bank |
9 | 21 | Maybank |
10 | 14 | BNP Paribas |
Family Office Services | ||
2018 | 2017 | |
1 | 1 | UBS |
2 | 2 | Credit Suisse |
3 | 4 | China Merchants Bank |
4 | 9 | Agricultural Bank of China |
5 | 3 | HSBC |
6 | 7 | JPMorgan |
7 | 15 | KEB Hana Bank |
8 | 6 | Citi |
9 | 17 | Julius Baer |
10 | 19 | Pictet |
Research and Asset Allocation Advice | ||
2018 | 2017 | |
1 | 1 | UBS |
2 | 3 | Citi |
3 | 2 | JPMorgan |
4 | 5 | Goldman Sachs |
5 | 10 | Agricultural Bank of China |
6 | 4 | Credit Suisse |
7 | 7 | China Merchants Bank |
8 | 13 | HSBC |
9 | 11 | KEB Hana Bank |
10 | 8 | Deutsche Bank |
Top | ||
Philanthropic Advice | ||
2018 | 2017 | |
1 | 1 | UBS |
2 | 2 | Credit Suisse |
3 | 5 | China Merchants Bank |
4 | 6 | Citi |
5 | 3 | HSBC |
6 | 4 | JPMorgan |
7 | 11 | KEB Hana Bank |
8 | 17 | Bank of China |
9 | 10 | Agricultural Bank of China |
10 | 42 | ABN AMRO |
SRI/Social Impact Investing | ||
2018 | 2017 | |
1 | 1 | UBS |
2 | 3 | Agricultural Bank of China |
3 | 2 | Credit Suisse |
4 | 8 | HSBC |
5 | 5 | Citi |
6 | 4 | China Merchants Bank |
7 | 13 | KEB Hana Bank |
8 | 9 | Bank of China |
9 | 29 | Standard Chartered |
10 | 7 | BNP Paribas |
International Clients | ||
2018 | 2017 | |
1 | 1 | Citi |
2 | 2 | HSBC |
3 | 3 | UBS |
4 | 4 | Credit Suisse |
5 | 7 | China Merchants Bank |
6 | 22 | Agricultural Bank of China |
7 | 13 | KEB Hana Bank |
8 | 5 | JPMorgan |
9 | 6 | Standard Chartered |
10 | 10 | Bank of China |
Top | ||
Succession Planning Advice and Trusts | ||
2018 | 2017 | |
1 | 1 | UBS |
2 | 3 | HSBC |
3 | 2 | Credit Suisse |
4 | 5 | China Merchants Bank |
5 | 9 | Agricultural Bank of China |
6 | 8 | JPMorgan |
7 | 4 | Citi |
8 | 12 | KEB Hana Bank |
9 | 6 | Julius Baer |
10 | CTBC Bank | |
Innovative Technology - Client Experience | ||
2018 | 2017 | |
1 | 1 | Citi |
2 | 2 | UBS |
3 | 6 | Agricultural Bank of China |
4 | 7 | China Merchants Bank |
5 | 4 | DBS Bank |
6 | 3 | HSBC |
7 | 5 | Credit Suisse |
8 | 9 | KEB Hana Bank |
9 | 14 | JPMorgan |
10 | 13 | Maybank |
Top |
Caribbean
Best private banking services overall | ||
2018 | 2017 | |
1 | 3 | Pictet |
2 | 12 | RBC |
3 | 6 | Credit Suisse |
4 | 8 | Scotiabank |
5 = | Clarien Bank | |
5 = | HSBC | |
7 = | CIBC | |
7 = | UBS | |
9 | 2 | JPMorgan |
10 | 19= | Barclays |
Ultra High Net Worth clients (Greater than US$ 30 million) | ||
2018 | 2017 | |
1 | 7 | RBC |
2 | 2 | UBS |
3 | 4 | Pictet |
4 | Citi | |
5 | 3 | JPMorgan |
6 | 6 | Credit Suisse |
7 = | HSBC | |
7 = | ICBC | |
9 = | Barclays | |
9 = | CIBC | |
High Net Worth clients (US$ 5 million to US$ 30 million) | ||
2018 | 2017 | |
1 | 4= | Pictet |
2 | 13= | RBC |
3 | 10= | EFG International |
4 | 17 | Scotiabank |
5 | 4= | Lombard Odier |
6 | 15= | Goldman Sachs |
7 | 8 | Credit Suisse |
8 = | Anchor Investment Management | |
8 = | Clarien Bank | |
8 = | Julius Baer | |
Top | ||
Super affluent clients (US$ 1 million to US$ 5 million) | ||
2018 | 2017 | |
1 | 8 | RBC |
2 | 7 | Scotiabank |
3 | 6 | CIBC |
4 = | ABN AMRO | |
4 = | Julius Baer | |
6 = | Anchor Investment Management | |
6 = | Bermuda Commercial Bank | |
6 = | BMO | |
6 = | Syz & Co | |
6 = | UBS | |
Asset Management | ||
2018 | 2017 | |
1 | 6= | RBC |
2 = | Citi | |
2 = | JPMorgan | |
4 | 3= | Pictet |
5 | Goldman Sachs | |
6 = | Fidelity Bank | |
6 = | HSBC | |
6 = | Orbis Investment Management | |
9 | ABN AMRO | |
Investment Banking Capabilities | ||
2018 | 2017 | |
1 | 13= | Citi |
2 | 5 | RBC |
3 | 21= | HSBC |
4 | 1= | JPMorgan |
5 | 11 | Morgan Stanley |
6 | Aberdeen Asset Management | |
7 | 10 | Merrill Lynch Wealth Management |
8 = | Cidel | |
8 = | Clarien Bank | |
8 = | Scotiabank | |
Top | ||
Commercial Banking Capabilities | ||
2018 | 2017 | |
1 | 3 | RBC |
2 | 1 | Scotiabank |
3 | 2 | CIBC |
4 | 33= | HSBC |
5 | 11= | Citi |
6 | Clarien Bank | |
7 | 13 | Cayman National |
8 = | Bermuda Commercial Bank | |
8 = | Merrill Lynch Wealth Management | |
10 | 6 | Butterfield Bank |
Family Office Services | ||
2018 | 2017 | |
1 | 16= | RBC |
2 | 9 | CIBC |
3 = | Capital Union Bank (CUB) | |
3 = | Cayman National | |
3 = | Caystone Solutions (CSS) | |
3 = | Cidel | |
3 = | Codan Trust Company | |
3 = | Meritus Trust | |
9 = | ABAX Group | |
9 = | Clairmont Trust Company | |
Research and Asset Allocation Advice | ||
2018 | 2017 | |
1 | 12 | Citi |
2 | 8 | Credit Suisse |
3 = | JPMorgan | |
3 = | RBC | |
5 | 10 | Scotiabank |
6 | 5 | UBS |
7 | 17= | CIBC |
8 = | Anchor Investment Management | |
8 = | HSBC | |
8 = | Morgan Stanley | |
Philanthropic Advice | ||
2018 | 2017 | |
1 | 10 | RBC |
2 | 11= | CIBC |
3 | 5= | JPMorgan |
4 | 5= | Credit Suisse |
5 = | HSBC | |
5 = | Philanthropy Australia | |
7 = | ICBC | |
7 = | Merrill Lynch Wealth Management | |
7 = | PricewaterhouseCoopers | |
7 = | Scotiabank | |
Top | ||
SRI/Social Impact Investing | ||
2018 | 2017 | |
1 | 16= | RBC |
2 = | Cayman National | |
2 = | HSBC | |
4 | 4 | Pictet |
5 = | CIBC | |
5 = | KPMG | |
7 | EY | |
8 = | Barclays | |
8 = | Credit Suisse | |
8 = | Rothschild | |
International Clients | ||
2018 | 2017 | |
1 = | HSBC | |
1 = | RBC | |
3 = | Pictet | |
3 = | Scotiabank | |
3 = | UBS | |
6 = | CIBC | |
6 = | Citi | |
6 = | Credit Suisse | |
9 | Royal Fidelity | |
Succession Planning Advice and Trusts | ||
2018 | 2017 | |
1 | 8= | CIBC |
2 | 2 | UBS |
3 | 4= | Credit Suisse |
4 | 6 | Pictet |
5 = | Appleby | |
5 = | Codan Trust Company | |
5 = | JPMorgan | |
5 = | Rothschild | |
5 = | Scotiabank | |
Innovative Technology - Client Experience | ||
2018 | 2017 | |
1 | 6 | Credit Suisse |
2 = | Cayman National | |
2 = | HSBC | |
2 = | Lombard Odier | |
2 = | Morgan Stanley | |
6 | 17= | CIBC |
7 = | RBC | |
7= | UBS | |
9 = | Citi | |
9 = | Merrill Lynch Wealth Management | |
Top |
Central & Eastern Europe
Best private banking services overall | ||
2018 | 2017 | |
1 | 2 | UBS |
2 | 3 | Credit Suisse |
3 | 7 | Julius Baer |
4 | 17 | JPMorgan |
5 | 6 | BNP Paribas |
6 | 1 | Raiffeisen Bank International |
7 | 11 | Citi |
8 | 12 | Garanti Bank |
9 | 13 | YapiKredi |
10 | Bank of Cyprus | |
Ultra High Net Worth clients (Greater than US$ 30 million) | ||
2018 | 2017 | |
1 | 1 | UBS |
2 | 2 | Credit Suisse |
3 | 4 | JPMorgan |
4 | 9 | Julius Baer |
5 | 8 | Citi |
6 | 7 | BNP Paribas |
7 | 15 | Garanti Bank |
8 | Bank of Cyprus | |
9 | 16 | YapiKredi |
10 | 13 | Akbank |
High Net Worth clients (US$ 5 million to US$ 30 million) | ||
2018 | 2017 | |
1 | 2 | Credit Suisse |
2 | 5 | Julius Baer |
3 | 4 | UBS |
4 | 21 | Citi |
5 | 1 | Raiffeisen Bank International |
6 | 8 | Garanti Bank |
7 | 7 | Sberbank |
8 | Bank of Cyprus | |
9 | 9 | Akbank |
10 | 11 | YapiKredi |
Super affluent clients (US$ 1 million to US$ 5 million) | ||
2018 | 2017 | |
1 | 1 | Raiffeisen Bank International |
2 | 7 | Julius Baer |
3 | 3 | Sberbank |
4 | 14 | Credit Suisse |
5 | 10 | Akbank |
6 | 4 | Citi |
7 | 24 | UBS |
8 | 6 | Garanti Bank |
9 | 5 | Alfa Bank |
10 | 9 | BNP Paribas |
Top | ||
Asset Management | ||
2018 | 2017 | |
1 | 2 | UBS |
2 | 18 | JPMorgan |
3 | 24 | Akbank |
4 | 3 | Credit Suisse |
5 | 11 | Is Bank |
6 | 60= | Citi |
7 | 8 | YapiKredi |
8 | 4 | UniCredit |
9 | 9 | BlackRock |
10 | Bank of Cyprus | |
Investment Banking Capabilities | ||
2018 | 2017 | |
1 | 1 | JPMorgan |
2 | 2 | Goldman Sachs |
3 | 6 | Sberbank |
4 | 17= | Citi |
5 | 16 | Credit Suisse |
6 | 3 | Raiffeisen Bank International |
7 | 21 | Is Bank |
8 | 22= | Akbank |
9 | 5 | UniCredit |
10 | 14 | Garanti Bank |
Commercial Banking Capabilities | ||
2018 | 2017 | |
1 | 1 | Raiffeisen Bank International |
2 | 16 | Citi |
3 | 9 | Societe Generale |
4 | 5 | ING |
5 | 4 | Sberbank |
6 | 12 | Garanti Bank |
7 | 14 | VTB |
8 | 11 | Is Bank |
9 | 2 | UniCredit |
10 | 25 | Akbank |
Family Office Services | ||
2018 | 2017 | |
1 | 3 | Credit Suisse |
2 | 2 | UBS |
3 | 37 | JPMorgan |
4 | 15 | UFG Wealth Management |
5 | 16= | Akbank |
6 | 7 | BNP Paribas |
7 | 12 | Rothschild |
8 | 33 | HSBC |
9 | 14 | Is Bank |
10 | 6 | UniCredit |
Top | ||
Research and Asset Allocation Advice | ||
2018 | 2017 | |
1 | 4 | JPMorgan |
2 | 5 | Credit Suisse |
3 | 13 | Citi |
4 | 1 | UBS |
5 | 3 | Goldman Sachs |
6 | 19 | Akbank |
7 | 8 | Sberbank |
8 | 6 | Is Bank |
9 | 16 | BNP Paribas |
10 | 7 | UniCredit |
Philanthropic Advice | ||
2018 | 2017 | |
1 | 6 | Credit Suisse |
2 | 1 | UBS |
3 | 18 | JPMorgan |
4 | 7 | YapiKredi |
5 | 5 | BNP Paribas |
6 | Bank of Cyprus | |
7 | 8 | Raiffeisen Bank International |
8 | 3 | Julius Baer |
SRI/Social Impact Investing | ||
2018 | 2017 | |
1 | 2 | UBS |
2 | 9 | Credit Suisse |
3 | 8 | Julius Baer |
4 | 47 | JPMorgan |
5 | 16 | Akbank |
6 | 22= | Garanti Bank |
7 | 4 | Raiffeisen Bank International |
8 | 32= | ING |
9 | Bank of Cyprus | |
10 | 10 | Is Bank |
Top | ||
International Clients | ||
2018 | 2017 | |
1 | 2 | Citi |
2 | 5 | Credit Suisse |
3 | 3 | UBS |
4 | 4 | UniCredit |
5 | 1 | Raiffeisen Bank International |
6 | 6 | BNP Paribas |
7 | 11 | JPMorgan |
8 | 18 | YapiKredi |
9 | Bank of Cyprus | |
10 | 7 | HSBC |
Succession Planning Advice and Trusts | ||
2018 | 2017 | |
1 | 2 | Credit Suisse |
2 | 1 | UBS |
3 | 38 | JPMorgan |
4 | 6 | PricewaterhouseCoopers |
5 | 26= | Rothschild |
6 | 3 | Julius Baer |
7 | 4 | Citi |
8 | 23 | Is Bank |
9 | 26= | Akbank |
10 | Bank of Cyprus | |
Innovative Technology - Client Experience | ||
2018 | 2017 | |
1 | 3 | UBS |
2 | 7 | Garanti Bank |
3 | 10 | BNP Paribas |
4 | 11 | Credit Suisse |
5 | 9 | Sberbank |
6 | 17 | Commerzbank |
7 | 1 | Raiffeisen Bank International |
8 | 18 | JPMorgan |
9 | 6 | Erste Bank |
10 | 4 | Alfa Bank |
Top |
Latin America
Best private banking services overall | ||
2018 | 2017 | |
1 | 1 | JPMorgan |
2 | 3 | Credit Suisse |
3 | 2 | Santander |
4 | 6 | UBS |
5 | 4 | Banco Itau |
6 | 5 | Citi |
7 | 7 | BTG Pactual |
8 | 10 | Julius Baer |
9 | 13 | Pictet |
10 | 14 | Goldman Sachs |
Ultra High Net Worth clients (Greater than US$ 30 million) | ||
2018 | 2017 | |
1 | 1 | JPMorgan |
2 | 2 | Credit Suisse |
3 | 3 | UBS |
4 | 4 | Banco Itau |
5 | 7 | Goldman Sachs |
6 | 5 | Santander |
7 | 6 | Citi |
8 | 8 | BTG Pactual |
9 | 14 | Pictet |
10 | 12 | Julius Baer |
High Net Worth clients (US$ 5 million to US$ 30 million) | ||
2018 | 2017 | |
1 | 4 | Credit Suisse |
2 | 1 | Santander |
3 | 6 | UBS |
4 | 3 | Banco Itau |
5 | 2 | JPMorgan |
6 | 5 | Citi |
7 | 8 | BTG Pactual |
8 | 11 | Julius Baer |
9 | 16 | Pictet |
10 | 14 | Merrill Lynch Wealth Management |
Top | ||
Super affluent clients (US$ 1 million to US$ 5 million) | ||
2018 | 2017 | |
1 | 1 | Santander |
2 | 3 | Banco Itau |
3 | 2 | Citi |
4 | 7 | Credit Suisse |
5 | 14 | Julius Baer |
6 | 13 | BTG Pactual |
7 | 4 | UBS |
8 | 12 | XP Investimentos |
9 | 5 | Bradesco |
10 | 15 | Merrill Lynch Wealth Management |
Asset Management | ||
2018 | 2017 | |
1 | 3 | Credit Suisse |
2 | 1 | JPMorgan |
3 | 9 | BlackRock |
4 | 11 | BTG Pactual |
5 | 6 | Verde Asset Management |
6 | 5 | UBS |
7 | 2 | Santander |
8 | 10 | SPX Capital |
9 | 24 | Pimco |
10 | 4 | Citi |
Investment Banking Capabilities | ||
2018 | 2017 | |
1 | 1 | JPMorgan |
2 | 5 | Goldman Sachs |
3 | 2 | Credit Suisse |
4 | 4 | Banco Itau |
5 | 8 | BTG Pactual |
6 | 6 | Citi |
7 | 7 | UBS |
8 | 3 | Santander |
9 | 12 | Merrill Lynch Wealth Management |
10 | 14 | Bradesco |
Commercial Banking Capabilities | ||
2018 | 2017 | |
1 | 1 | Santander |
2 | 3 | Citi |
3 | 2 | Banco Itau |
4 | 4 | Bradesco |
5 | 5 | BBVA |
6 | 7 | HSBC |
7 | 6 | JPMorgan |
8 | 11 | Wells Fargo |
9 | 17 | BTG Pactual |
10 | 51 | ICBC |
Top | ||
Family Office Services | ||
2018 | 2017 | |
1 | 1 | JPMorgan |
2 | 3 | UBS |
3 | 2 | Credit Suisse |
4 | 9 | Consenso |
5 | 6 | BTG Pactual |
6 | 8 | Julius Baer |
7 | 16 | Turim |
8 | 7 | Santander |
9 | 5 | Banco Itau |
10 | 17 | Merrill Lynch Wealth Management |
Research and Asset Allocation Advice | ||
2018 | 2017 | |
1 | 1 | JPMorgan |
2 | 2 | Credit Suisse |
3 | 4 | UBS |
4 | 9 | BTG Pactual |
5 | 7 | Goldman Sachs |
6 | 5 | Citi |
7 | 6 | Banco Itau |
8 | 11 | Merrill Lynch Wealth Management |
9 | 3 | Santander |
10 | 17 | Julius Baer |
Philanthropic Advice | ||
2018 | 2017 | |
1 | 2 | UBS |
2 | 1 | JPMorgan |
3 | 4 | Credit Suisse |
4 | 3 | Citi |
5 | 5 | Santander |
6 | 14 | Merrill Lynch Wealth Management |
7 | 6 | Banco Itau |
8 | ICBC | |
9 | 8 | Goldman Sachs |
10 | 16 | Pictet |
SRI/Social Impact Investing | ||
2018 | 2017 | |
1 | 2 | UBS |
2 | 1 | JPMorgan |
3 | 3 | Citi |
4 | 5 | Santander |
5 | 4 | Credit Suisse |
6 | 6 | Banco Itau |
7 | 9 | Bradesco |
8 | 11 | Pictet |
9 | ICBC | |
10 | 22 | ABN AMRO |
Top | ||
International Clients | ||
2018 | 2017 | |
1 | 1 | JPMorgan |
2 | 2 | Citi |
3 | 5 | Credit Suisse |
4 | 3 | UBS |
5 | 4 | Santander |
6 | 14 | Julius Baer |
7 | ICBC | |
8 | 7 | HSBC |
9 | 6 | Banco Itau |
10 | 12 | BTG Pactual |
Succession Planning Advice and Trusts | ||
2018 | 2017 | |
1 | 1 | JPMorgan |
2 | 2 | UBS |
3 | 3 | Credit Suisse |
4 | 5 | Citi |
5 | 7 | BTG Pactual |
6 | 6 | Banco Itau |
7 | 16 | Merrill Lynch Wealth Management |
8 | 18 | Amicorp |
9 | 4 | Santander |
10 | ICBC | |
Innovative Technology - Client Experience | ||
2018 | 2017 | |
1 | 3 | UBS |
2 | 1 | JPMorgan |
3 | 2 | Banco Itau |
4 | 4 | Citi |
5 | 6 | Credit Suisse |
6 | 5 | Santander |
7 | 9 | Goldman Sachs |
8 | ABN AMRO | |
9 | 14 | XP Investimentos |
10 | 7 | BBVA |
Top |
Middle East
Best private banking services overall | ||
2018 | 2017 | |
1 | 2 | JPMorgan |
2 | 3 | UBS |
3 | 1 | Credit Suisse |
4 | 5 | Julius Baer |
5 | 10 | Citi |
6 | 6 | Pictet |
7 | 4 | HSBC |
8 | 12= | NBK |
9 | 19 | Deutsche Bank |
Ultra High Net Worth clients (Greater than US$ 30 million) | ||
2018 | 2017 | |
1 | 1 | JPMorgan |
2 | 3 | UBS |
3 | 2 | Credit Suisse |
4 | 10= | Citi |
5 | 4 | Goldman Sachs |
6 | 5 | Pictet |
7 | 7 | HSBC |
8 | 6 | Julius Baer |
High Net Worth clients (US$ 5 million to US$ 30 million) | ||
2018 | 2017 | |
1 | 4 | UBS |
2 | 1 | Credit Suisse |
3 | 3 | Julius Baer |
4 | 2 | HSBC |
5 | 10 | Citi |
6 | 5 | Pictet |
7 | 25 | LGT |
6 | 14 | Lombard Odier |
9 | 7 | JPMorgan |
Super affluent clients (US$ 1 million to US$ 5 million) | ||
2018 | 2017 | |
1 | 3 | Julius Baer |
2 | 2 | HSBC |
3 | 1 | Credit Suisse |
4 | 6 | Citi |
5 | 4 | UBS |
6 | 31 | Lombard Odier |
7 | 10 | Pictet |
8 | 11 | Standard Chartered |
9 | 21 | UBP |
10 | Emirates NBD | |
Top | ||
Asset Management | ||
2018 | 2017 | |
1 | 1 | JPMorgan |
2 | 3 | BlackRock |
3 | 2 | UBS |
4 | 4 | Credit Suisse |
5 | 13 | Goldman Sachs |
6 | 5 | HSBC |
7 | 8 | Pictet |
8 | 17 | Blackstone |
9 | 20 | Pimco |
10 | 23 | Deutsche Bank |
Investment Banking Capabilities | ||
2018 | 2017 | |
1 | 1 | JPMorgan |
2 | 2 | Goldman Sachs |
3 | 7 | Citi |
4 | 4 | HSBC |
5 | 3 | Credit Suisse |
6 | 5 | Deutsche Bank |
7 | 6 | UBS |
Commercial Banking Capabilities | ||
2018 | 2017 | |
1 | 1 | HSBC |
2 | 2 | Citi |
3 | 5 | BNP Paribas |
4 | 14 | Abu Dhabi Commercial Bank |
5 | 6 | Emirates NBD |
6 | QNB | |
Family Office Services | ||
2018 | 2017 | |
1 | 2 | UBS |
2 | 4 | JPMorgan |
3 | 1 | Credit Suisse |
4 | 3 | Pictet |
5 | 5 | Citi |
6 | 8 | Lombard Odier |
7 | 7 | Julius Baer |
Top | ||
Research and Asset Allocation Advice | ||
2018 | 2017 | |
1 | 1 | JPMorgan |
2 | 3 | UBS |
3 | 2 | Credit Suisse |
4 | 11 | Deutsche Bank |
5 | 5 | Goldman Sachs |
6 | 4 | Citi |
7 | 6 | HSBC |
8 | 8= | Pictet |
9 | 8= | Merrill Lynch Wealth Management |
Philanthropic Advice | ||
2018 | 2017 | |
1 | 1 | UBS |
2 | 3 | Credit Suisse |
3 | 5 | Pictet |
4 | 8 | HSBC |
5 | 4 | Citi |
6 | 2 | JPMorgan |
7 | 9 | Deutsche Bank |
8 | 10 | Lombard Odier |
9 | 15 | Julius Baer |
SRI/Social Impact Investing | ||
2018 | 2017 | |
1 | 3 | Credit Suisse |
2 | 1 | UBS |
3 | 6 | Pictet |
4 | 2 | Citi |
5 | 4 | JPMorgan |
6 | 5 | HSBC |
Top | ||
International Clients | ||
2018 | 2017 | |
1 | 1 | HSBC |
2 | 5 | JPMorgan |
3 | 2 | Citi |
4 | 4 | UBS |
5 | 3 | Credit Suisse |
6 | 13 | Deutsche Bank |
7 | 7= | Barclays |
8 | 9 | Julius Baer |
9 | 7= | Pictet |
Succession Planning Advice and Trusts | ||
2018 | 2017 | |
1 | 2 | UBS |
2 | 1 | Credit Suisse |
3 | 7 | Pictet |
4 | 3 | Citi |
5 | 4 | HSBC |
6 | 5 | JPMorgan |
7 | 6 | Julius Baer |
8 | 12= | Deutsche Bank |
9 | 8 | Barclays |
Innovative Technology - Client Experience | ||
2018 | 2017 | |
1 | 4 | UBS |
2 | 2 | Credit Suisse |
3 | 3 | JPMorgan |
4 | 8 | Citi |
5 | 9 | Julius Baer |
6 | 6 | Pictet |
7 | 36= | DBS Bank |
8 | 1 | HSBC |
9 | 28= | Emirates NBD |
Top |
Nordics & Baltics
Best private banking services overall | ||
2018 | 2017 | |
1 | 1 | Nordea |
2 | 3 | SEB |
3 | 5 | Carnegie |
4 | Nykredit | |
5 | 7 | Svenska Handelsbanken |
6 | 2 | Danske Bank |
7 | 4 | Swedbank |
8 | 10 | UBS |
9 | 6 | DNB Bank |
Ultra High Net Worth clients (Greater than US$ 30 million) | ||
2018 | 2017 | |
1 | 4 | UBS |
2 | 1 | Nordea |
3 | 2 | SEB |
4 | 5 | Carnegie |
5 | 3 | Danske Bank |
6 | 7 | JPMorgan |
7 | Nykredit | |
8 | 11 | Svenska Handelsbanken |
9 | 8 | Swedbank |
High Net Worth clients (US$ 5 million to US$ 30 million) | ||
2018 | 2017 | |
1 | 1 | Nordea |
2 | 3 | SEB |
3 | 5 | Carnegie |
4 | 7 | Svenska Handelsbanken |
5 | 2 | Danske Bank |
6 | 4 | Swedbank |
7 | 17= | Nykredit |
8 | 6 | DNB Bank |
9 | 8 | UBS |
Super affluent clients (US$ 1 million to US$ 5 million) | ||
2018 | 2017 | |
1 | 1 | Nordea |
2 | 4 | Swedbank |
3 | 2 | Danske Bank |
4 | 6 | Svenska Handelsbanken |
5 | 3 | SEB |
6 | 18 | Nykredit |
7 | 5 | DNB Bank |
8 | Sydbank | |
9 | 13= | Ringkjobing Landbobank |
10 | 7 | Carnegie |
Top | ||
Asset Management | ||
2018 | 2017 | |
1 | 1 | Nordea |
2 | 19 | Nykredit |
3 | 2 | SEB |
4 | 3 | Danske Bank |
5 | 5 | Carnegie |
6 | 7 | BlackRock |
7 | 14 | UBS |
8 | 6 | Svenska Handelsbanken |
9 | 58= | Goldman Sachs |
10 | 10 | JPMorgan |
Investment Banking Capabilities | ||
2018 | 2017 | |
1 | 1 | Nordea |
2 | 3 | SEB |
3 | 7 | Carnegie |
4 | 2 | Danske Bank |
5 | 12 | Goldman Sachs |
6 | 4 | ABG Sundal Collier |
7 | 6 | Swedbank |
8 | 5 | Svenska Handelsbanken |
9 | 13 | Pareto |
10 | 16 | Morgan Stanley |
Commercial Banking Capabilities | ||
2018 | 2017 | |
1 | 1 | Nordea |
2 | 3 | SEB |
3 | 2 | Danske Bank |
4 | 4 | Svenska Handelsbanken |
5 | 5 | Swedbank |
6 | 7 | Jyske Bank |
7 | 23 | Sydbank |
8 | 6 | DNB Bank |
9 | 13 | SpareBank1 |
Top | ||
Family Office Services | ||
2018 | 2017 | |
1 | 5 | UBS |
2 | 1 | Nordea |
3 | 2 | SEB |
4 | 12 | JPMorgan |
5 | 3 | Danske Bank |
6 | Nykredit | |
7 | 8 | Swedbank |
8 | 9 | Credit Suisse |
Research and Asset Allocation Advice | ||
2018 | 2017 | |
1 | 1 | Nordea |
2 | 7 | Carnegie |
3 | 2 | SEB |
4 | 3 | Danske Bank |
5 | 24 | Nykredit |
6 | 5 | Swedbank |
7 | 10 | UBS |
8 | 34 | Goldman Sachs |
9 | 4 | DNB Bank |
10 | 9 | Credit Suisse |
Philanthropic Advice | ||
2018 | 2017 | |
1 | 5 | UBS |
2 | 2 | SEB |
3 | 1 | Nordea |
4 | 3 | Swedbank |
5 | 4 | Danske Bank |
6 | 14= | Nykredit |
7 | 10 | JPMorgan |
8 | 13 | Credit Suisse |
SRI/Social Impact Investing | ||
2018 | 2017 | |
1 | 2 | Nordea |
2 | 4 | Swedbank |
3 | 1 | SEB |
4 | 25= | Deutsche Bank |
5 | 8 | UBS |
6 | 5 | Storebrand |
7 | Nykredit | |
8 | 3 | Danske Bank |
Top | ||
International Clients | ||
2018 | 2017 | |
1 | 2 | Nordea |
2 | 4 | UBS |
3 | 1 | SEB |
4 | 3 | Danske Bank |
5 | 8 | Svenska Handelsbanken |
6 | 10 | HSBC |
7 | 9 | JPMorgan |
8 | 11 | Deutsche Bank |
9 | 5 | Credit Suisse |
Succession Planning Advice and Trusts | ||
2018 | 2017 | |
1 | 1 | Nordea |
2 | 2 | Danske Bank |
3 | 6 | Svenska Handelsbanken |
4 | 29 | UBS |
5 | 3 | SEB |
6 | 5 | Swedbank |
7 | 11 | Alandsbanken |
8 | Nykredit | |
9 | Sydbank | |
Innovative Technology - Client Experience | ||
2018 | 2017 | |
1 | 1 | Danske Bank |
2 | 2 | Nordea |
3 | 4 | Nordnet |
4 | Avanza | |
5 | 12 | UBS |
6 | Nykredit | |
7 | 15 | Svenska Handelsbanken |
8 | 5 | DNB Bank |
9 | 6 | Swedbank |
Top |
North America
Best private banking services overall | ||
2018 | 2017 | |
1 | 1 | JPMorgan |
2 | 7= | Goldman Sachs |
3 | 3 | UBS |
4 | 6 | Citi |
5 | 9 | RBC |
Ultra High Net Worth clients (Greater than US$ 30 million) | ||
2018 | 2017 | |
1 | 1 | JPMorgan |
2 | 2 | Goldman Sachs |
3 | 5 | Northern Trust |
4 | 4 | UBS |
5 | 9 | Northwood Family Office |
6 | 12= | Merrill Lynch Wealth Management |
High Net Worth clients (US$ 5 million to US$ 30 million) | ||
2018 | 2017 | |
1 | 3 | Merrill Lynch Wealth Management |
2 | 1 | Morgan Stanley |
3 | 8 | Northern Trust |
4 | 11 | Northwood Family Office |
5 | 2 | JPMorgan |
6 | BMO | |
Super affluent clients (US$ 1 million to US$ 5 million) | ||
2018 | 2017 | |
1 | 1 | Morgan Stanley |
2 | 3 | Merrill Lynch Wealth Management |
3 | 6 | JPMorgan |
4 | 5 | Citi |
5 | 25= | Northwood Family Office |
Asset Management | ||
2018 | 2017 | |
1 | 3 | BlackRock |
2 | 14= | Northwood Family Office |
Investment Banking Capabilities | ||
2018 | 2017 | |
1 | 1 | Goldman Sachs |
2 | 2 | JPMorgan |
3 | 3 | Morgan Stanley |
4 | 7= | Merrill Lynch Wealth Management |
5 | 6 | RBC |
Top | ||
Commercial Banking Capabilities | ||
2018 | 2017 | |
1 | 3 | Citi |
2 = | JPMorgan | |
2 = | Wells Fargo | |
4 | BMO | |
5 | 6 | RBC |
Family Office Services | ||
2018 | 2017 | |
1 | 3 | JPMorgan |
2 | 8 | Northwood Family Office |
Research and Asset Allocation Advice | ||
2018 | 2017 | |
1 | 1 | JPMorgan |
Philanthropic Advice | ||
2018 | 2017 | |
1 | 1 | JPMorgan |
2 | 2 | Northern Trust |
3 | 10 | Northwood Family Office |
4 | 8 | Goldman Sachs |
5 | 16 | RBC |
SRI/Social Impact Investing | ||
2018 | 2017 | |
1 | 4= | JPMorgan |
2 | 14= | Northwood Family Office |
International Clients | ||
2018 | 2017 | |
1 | 1 | UBS |
2 | 2 | Citi |
3 | 3 | JPMorgan |
4 | 4 | HSBC |
Succession Planning Advice and Trusts | ||
2018 | 2017 | |
1 | 1 | Northern Trust |
2 | 2 | JPMorgan |
3 | 6 | Northwood Family Office |
4 | 8= | RBC |
Innovative Technology - Client Experience | ||
2018 | 2017 | |
1 | 1 | JPMorgan |
2 | 22 | TD Bank |
Top |
Western Europe
Best private banking services overall | ||
2018 | 2017 | |
1 | 1 | UBS |
2 | 2 | JPMorgan |
3 | 4 | Pictet |
4 | 5 | BNP Paribas |
5 | 3 | Credit Suisse |
6 | 8 | Julius Baer |
7 | 9 | Rothschild |
8 | 7 | Deutsche Bank |
9 | 6 | ABN AMRO |
10 | 10 | Santander |
Ultra High Net Worth clients (Greater than US$ 30 million) | ||
2018 | 2017 | |
1 | 1 | UBS |
2 | 2 | JPMorgan |
3 | 5 | Goldman Sachs |
4 | 4 | Credit Suisse |
5 | 3 | Pictet |
6 | 6 | Rothschild |
7 | 8 | BNP Paribas |
8 | 9 | Julius Baer |
9 | 7 | Deutsche Bank |
10 | 15 | HSBC |
High Net Worth clients (US$ 5 million to US$ 30 million) | ||
2018 | 2017 | |
1 | 1 | UBS |
2 | 2 | Credit Suisse |
3 | 8 | Julius Baer |
4 | 3 | BNP Paribas |
5 | 5 | Deutsche Bank |
6 | 7 | JPMorgan |
7 | 9 | Rothschild |
8 | 11 | HSBC |
9 | 6 | ABN AMRO |
10 | 4 | Pictet |
Super affluent clients (US$ 1 million to US$ 5 million) | ||
2018 | 2017 | |
1 | 2 | BNP Paribas |
2 | 1 | UBS |
3 | 3 | Credit Suisse |
4 | 6 | Deutsche Bank |
5 | 7 | UniCredit |
6 | 12 | Intesa Sanpaolo |
7 | 4 | Societe Generale |
8 | 5 | ABN AMRO |
9 | 8 | HSBC |
10 | 9 | Julius Baer |
Asset Management | ||
2018 | 2017 | |
1 | 1 | BlackRock |
2 | 2 | UBS |
3 | 3 | JPMorgan |
4 | VaR Capital | |
5 | 6 | Deutsche Bank |
6 | 4 | Pictet |
7 | 13 | Aberdeen Asset Management |
8 | 9 | BNP Paribas |
9 | 11 | Fidelity Investments |
10 | 5 | Credit Suisse |
Investment Banking Capabilities | ||
2018 | 2017 | |
1 | 1 | Goldman Sachs |
2 | 2 | JPMorgan |
3 | 3 | UBS |
4 | 5 | Deutsche Bank |
5 | 6 | BNP Paribas |
6 | 4 | Credit Suisse |
7 | 9 | Morgan Stanley |
8 | 7 | Rothschild |
9 | 10 | Citi |
10 | 15 | Lazard |
Top | ||
Commercial Banking Capabilities | ||
2018 | 2017 | |
1 | 1 | BNP Paribas |
2 | 3 | HSBC |
3 | 4 | Deutsche Bank |
4 | 7 | Barclays |
5 | 2 | UniCredit |
6 | 8 | Santander |
7 | 9 | Societe Generale |
8 | 6 | Commerzbank |
9 | 10 | Intesa Sanpaolo |
10 | 11 | ABN AMRO |
Family Office Services | ||
2018 | 2017 | |
1 | 1 | UBS |
2 | VaR Capital | |
3 | 2 | Pictet |
4 | 4 | JPMorgan |
5 | 5 | Rothschild |
6 | 3 | Credit Suisse |
7 | 11 | Goldman Sachs |
8 | 6 | Deutsche Bank |
9 | 8 | BNP Paribas |
10 | 12 | Julius Baer |
Research and Asset Allocation Advice | ||
2018 | 2017 | |
1 | 1 | UBS |
2 | 2 | JPMorgan |
3 | 5 | Goldman Sachs |
4 | 3 | Credit Suisse |
5 | 4 | Deutsche Bank |
6 | 6 | BNP Paribas |
7 | 13 | BlackRock |
8 | 8 | Pictet |
9 | 7 | Societe Generale |
10 | 10 | HSBC |
Philanthropic Advice | ||
2018 | 2017 | |
1 | 1 | UBS |
2 | 2 | BNP Paribas |
3 | 4 | Credit Suisse |
4 | 3 | JPMorgan |
5 | 5 | Pictet |
6 | 6 | ABN AMRO |
7 | 8 | HSBC |
8 | 9 | Deutsche Bank |
9 | 14 | Barclays |
10 | 13 | Santander |
Top | ||
SRI/Social Impact Investing | ||
2018 | 2017 | |
1 | 1 | UBS |
2 | 2 | BNP Paribas |
3 | 4 | Pictet |
4 | 5 | Deutsche Bank |
5 | 6 | ABN AMRO |
6 | 3 | Credit Suisse |
7 | 30 | Barclays |
8 | 9 | HSBC |
9 | 8 | JPMorgan |
10 | 7 | Triodos |
International Clients | ||
2018 | 2017 | |
1 | 1 | UBS |
2 | 2 | HSBC |
3 | 3 | JPMorgan |
4 | 4 | Credit Suisse |
5 | 5 | Deutsche Bank |
6 | 6 | BNP Paribas |
7 | 7 | Goldman Sachs |
8 | 8 | Citi |
9 | 15 | Barclays |
10 | 10 | Societe Generale |
Succession Planning Advice and Trusts | ||
2018 | 2017 | |
1 | 1 | UBS |
2 | 2 | Credit Suisse |
3 | 3 | JPMorgan |
4 | 6 | Pictet |
5 | 5 | Deutsche Bank |
6 | 4 | BNP Paribas |
7 | 16 | HSBC |
8 | 7 | ABN AMRO |
9 | 9 | Rothschild |
10 | 13 | Julius Baer |
Innovative Technology - Client Experience | ||
2018 | 2017 | |
1 | 1 | UBS |
2 | 3 | Credit Suisse |
3 | 2 | BNP Paribas |
4 | 5 | Deutsche Bank |
5 | 14 | Barclays |
6 | 8 | Pictet |
7 | 19 | Lombard Odier |
8 | 21 | Fineco bank |
9 | 4 | ING |
10 | 6 | Santander |
Top |