Best Private Banking Services Overall | ||
2019 | 2018 | |
1 | 2 | Absa (Barclays) |
2 | 5 | Investec |
3 | 3 | Standard Bank |
4= | 10 | Nedbank Private Wealth |
4= | RMB Private Bank | |
6 | FNB Private Wealth | |
7 | 4 | Standard Chartered |
8 | 8 | Credit Suisse |
9 | Old Mutual Wealth | |
10 | 1 | UBS |
Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
2019 | 2018 | |
1 | 2 | Absa (Barclays) |
2 | 7 | Investec |
3= | Credit Suisse | |
3= | JPMorgan | |
5 | FNB Private Wealth | |
6 | RMB Private Bank | |
7= | Citadel | |
7= | Deutsche Bank | |
7= | 3 | Standard Bank |
10 | Nedbank Private Wealth | |
High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
2019 | 2018 | |
1 | 2 | Absa (Barclays) |
2 | RMB Private Bank | |
3 | 6 | Investec |
4 | FNB Private Wealth | |
5= | Nedbank Private Wealth | |
5= | 4 | Standard Bank |
7 | 7 | Credit Suisse |
8 | 3 | Standard Chartered |
9 | 1 | UBS |
10 | Citi | |
Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
2019 | 2018 | |
1 | 1 | Absa (Barclays) |
2 | 4 | Standard Chartered |
3 | Nedbank Private Wealth | |
4 | 5 | Investec |
5= | FNB Private Wealth | |
5= | RMB Private Bank | |
7 | 2 | Standard Bank |
8= | Citi | |
8= | 8 | Credit Suisse |
8= | 6 | Julius Baer |
8= | State Bank of Mauritius | |
Asset Management | ||
2019 | 2018 | |
1 | Investec | |
2 | 9 | Coronation Fund Managers |
3 | 5 | Allan Gray |
4 | 2 | Absa (Barclays) |
5 | 4 | Standard Chartered |
6 | 1 | UBS |
7= | 3 | JPMorgan |
7= | Nedbank Private Wealth | |
9 | BlackRock | |
10= | RMB Private Bank | |
10= | Standard Bank | |
Family Office Services | ||
2019 | 2018 | |
1= | 3 | Stonehage Fleming |
1= | 2 | Absa (Barclays) |
3 | 4 | Credit Suisse |
4 | JPMorgan | |
5= | 6 | Pictet |
5= | Standard Bank | |
7 | Deutsche Bank | |
8 | 5 | Citi |
9= | 2PM Group | |
9= | RMB Private Bank | |
Research and Asset Allocation Advice | ||
2019 | 2018 | |
1 | 3 | Absa (Barclays) |
2 | 6 | Standard Bank |
3 | 2 | JPMorgan |
4= | 7 | Citi |
4= | 5 | Credit Suisse |
6 | 4 | Standard Chartered |
7= | Coronation Fund Managers | |
7= | 8 | Investec |
7= | 1 | UBS |
10= | Deutsche Bank | |
10= | RMB Private Bank | |
Philanthropic Advice | ||
2019 | 2018 | |
1 | 2 | Absa (Barclays) |
2 | 6 | Credit Suisse |
3= | 5 | Nedbank Private Wealth |
3= | Sanlam Private Investments (SPI) | |
5 | 4 | Standard Bank |
6= | 8 | JPMorgan |
6= | LGT | |
6= | Stonehage Fleming | |
9= | FNB Private Wealth | |
9= | 1 | UBS |
ESG/Social Impact Investing | ||
2019 | 2018 | |
1 | 4 | UBS |
2= | Credit Suisse | |
2= | 1 | Absa (Barclays) |
4 | 2 | Standard Bank |
5 | Nedbank Private Wealth | |
6 | FNB Private Wealth | |
7 | 5 | Pictet |
8= | JPMorgan | |
8= | 3 | Standard Chartered |
10 | RMB Private Bank | |
International Clients | ||
2019 | 2018 | |
1 | 3 | Absa (Barclays) |
2 | FNB Private Wealth | |
3 | 4 | Standard Bank |
4 | 7 | Credit Suisse |
5 | 8 | Investec |
6= | 5 | Citi |
6= | Schroders | |
8= | JPMorgan | |
8= | RMB Private Bank | |
8= | 2 | UBS |
Succession Planning Advice and Trusts | ||
2019 | 2018 | |
1 | 4 | Absa (Barclays) |
2 | 8 | Stonehage Fleming |
3 | Maitland | |
4 | FNB Private Wealth | |
5 | 3 | Standard Bank |
6 | 7 | Credit Suisse |
7 | 1 | UBS |
8 | Sanlam Private Investments (SPI) | |
9= | Investec | |
9= | 2 | Standard Chartered |
Technology | ||
2019 | 2018 | |
1 | 3 | Absa (Barclays) |
2 | 6 | FNB Private Wealth |
3 | 2 | Standard Bank |
4 | Credit Suisse | |
5 | 7 | Investec |
6= | 8 | Citi |
6= | Schroders | |
8= | 5 | JPMorgan |
8= | RMB Private Bank | |
8= | 1 | UBS |
top |
Asia Pacific
Best Private Banking Services Overall | ||
2019 | 2018 | |
1 | 2 | Credit Suisse |
2 | 1 | UBS |
3 | 3 | Citi |
4 | 10 | BNP Paribas |
5 | 5 | HSBC |
6 | DBS Bank | |
7 | 7 | Julius Baer |
8 | JPMorgan | |
9 | 9 | Maybank |
10 | Bank of Singapore | |
Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
2019 | 2018 | |
1 | 2 | Credit Suisse |
2 | 1 | UBS |
3 | 3 | Citi |
4 | 8 | BNP Paribas |
5 | 4 | JPMorgan |
6 | 5 | Goldman Sachs |
7 | HSBC | |
8 | 9 | Julius Baer |
9 | KEB Hana Bank | |
10 | Shinhan Bank | |
High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
2019 | 2018 | |
1 | 3 | Citi |
2 | 2 | Credit Suisse |
3 | 1 | UBS |
4 | 8 | BNP Paribas |
5 | HSBC | |
6 | DBS Bank | |
7 | 9 | Julius Baer |
8 | Bank of Singapore | |
9 | 10 | KEB Hana Bank |
10 | 9 | Mitsubishi UFJ Morgan Stanley PB Securities |
Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
2019 | 2018 | |
1 | 1 | Citi |
2 | 7 | UBS |
3 | 3 | DBS Bank |
4 | HSBC | |
5 | 6 | Bank of Singapore |
6 | BNP Paribas | |
7 | Credit Suisse | |
8= | Maybank | |
8= | Julius Baer | |
10 | 10 | KEB Hana Bank |
Asset Management | ||
2019 | 2018 | |
1 | 2 | BlackRock |
2 | 5 | UBS |
3 | BNP Paribas | |
4= | 9 | Fidelity Investments |
4= | 4 | JPMorgan |
6 | Citi | |
7 | 6 | Pimco |
8 | 1 | Aberdeen Standard Investments |
9 | Credit Suisse | |
10 | 8 | KEB Hana Bank |
Family Office Services | ||
2019 | 2018 | |
1 | 2 | Credit Suisse |
2 | 1 | UBS |
3 | BNP Paribas | |
4 | 8 | Citi |
5 | HSBC | |
6 | 6 | JPMorgan |
7 | 9 | Julius Baer |
8 | 7 | KEB Hana Bank |
9 | Woori Bank | |
10 | CTBC Bank (Chinatrust Commercial Bank) | |
Research and Asset Allocation Advice | ||
2019 | 2018 | |
1 | 2 | Citi |
2 | 1 | UBS |
3 | 6 | Credit Suisse |
4 | 3 | JPMorgan |
5 | BNP Paribas | |
6 | Morgan Stanley | |
7 | 8 | HSBC |
8 | 4 | Goldman Sachs |
9 | DBS Bank | |
10= | 9 | KEB Hana Bank |
10= | Julius Baer | |
Philanthropic Advice | ||
2019 | 2018 | |
1 | 2 | Credit Suisse |
2 | 1 | UBS |
3 | BNP Paribas | |
4 | 4 | Citi |
5 | 5 | HSBC |
6 | 6 | JPMorgan |
7 | 7 | KEB Hana Bank |
8 | Kookmin Bank | |
9 | CTBC Bank (Chinatrust Commercial Bank) | |
10 | Julius Baer | |
ESG/Social Impact Investing | ||
2019 | 2018 | |
1 | 1 | UBS |
2 | 10 | BNP Paribas |
3 | 5 | Citi |
4 | 3 | Credit Suisse |
5 | JPMorgan | |
6 | 4 | HSBC |
7 | 7 | KEB Hana Bank |
8 | Julius Baer | |
9= | Kookmin Bank | |
9= | Standard Chartered | |
International Clients | ||
2019 | 2018 | |
1 | 1 | Citi |
2 | 3 | UBS |
3 | 4 | Credit Suisse |
4 | DBS Bank | |
5 | BNP Paribas | |
6 | 2 | HSBC |
7 | 7 | KEB Hana Bank |
8 | 8 | JPMorgan |
9 | Maybank | |
10 | Kiwoom Securities | |
Succession Planning Advice and Trusts | ||
2019 | 2018 | |
1 | 1 | UBS |
2 | 3 | Credit Suisse |
3 | 2 | HSBC |
4= | BNP Paribas | |
4= | 7 | Citi |
6 | 6 | JPMorgan |
7 | 9 | Julius Baer |
8 | 8 | KEB Hana Bank |
9 | Kookmin Bank | |
10= | CTBC Bank (Chinatrust Commercial Bank) | |
10= | IIFL Private Wealth Management | |
Technology | ||
2019 | 2018 | |
1 | 1 | Citi |
2 | 2 | UBS |
3 | 7 | Credit Suisse |
4 | 5 | DBS Bank |
5 | BNP Paribas | |
6 | 6 | HSBC |
7 | 8 | KEB Hana Bank |
8 | 9 | JPMorgan |
9 | Maybank | |
10 | Kiwoom Securities | |
top |
Central & Eastern Europe
Best Private Banking Services Overall | ||
2019 | 2018 | |
1 | 6 | Raiffeisen Bank International |
2 | UniCredit | |
3 | Erste Bank | |
4 | 2 | Credit Suisse |
5= | Bank of Cyprus | |
5= | Societe Generale | |
7= | Eurobank | |
7= | Intesa Sanpaolo | |
9 | CSOB (KBC) | |
10= | 1 | UBS |
10= | 5 | BNP Paribas |
Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
2019 | 2018 | |
1 | UniCredit | |
2 | 1 | UBS |
3 | 2 | Credit Suisse |
4 | Raiffeisen Bank International | |
5 | Erste Bank | |
6 | 6 | BNP Paribas |
7= | 8 | Bank of Cyprus |
7= | KBC | |
9 | Societe Generale | |
10 | Rothschild | |
High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
2019 | 2018 | |
1 | UniCredit | |
2 | 5 | Raiffeisen Bank International |
3 | Erste Bank | |
4 | Societe Generale | |
5 | Intesa Sanpaolo | |
6 | 8 | Bank of Cyprus |
7 | BNP Paribas | |
8= | 1 | Credit Suisse |
8= | 3 | UBS |
10 | Julius Baer | |
Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
2019 | 2018 | |
1 | UniCredit | |
2 | 1 | Raiffeisen Bank International |
3 | Erste Bank | |
4 | Intesa Sanpaolo | |
5 | 10 | BNP Paribas |
6 | Bank of Cyprus | |
7 | Societe Generale | |
8= | CSOB (KBC) | |
8= | 7 | UBS |
10 | Eurobank | |
Asset Management | ||
2019 | 2018 | |
1 | 8 | UniCredit |
2 | Erste Bank | |
3 | Raiffeisen Bank International | |
4 | 4 | Credit Suisse |
5= | 10 | Bank of Cyprus |
5= | Societe Generale | |
7 | Intesa Sanpaolo | |
8 | 1 | UBS |
9 | OTP Bank | |
10 | CSOB (KBC) | |
Family Office Services | ||
2019 | 2018 | |
1 | 2 | UBS |
2 | 10 | UniCredit |
3 | Bank of Cyprus | |
4 | Raiffeisen Bank International | |
5 | 1 | Credit Suisse |
6 | Eurobank | |
7 | 7 | Rothschild |
8 | Erste Bank | |
9 | Hellenic Bank | |
10 | 6 | BNP Paribas |
Research and Asset Allocation Advice | ||
2019 | 2018 | |
1 | 10 | UniCredit |
2 | Erste Bank | |
3 | 2 | Credit Suisse |
4 | Raiffeisen Bank International | |
5 | 4 | UBS |
6 | 5 | Goldman Sachs |
7 | 1 | JPMorgan |
8 | Societe Generale | |
9 | Bank of Cyprus | |
10 | Julius Baer | |
Philanthropic Advice | ||
2019 | 2018 | |
1 | 7 | Raiffeisen Bank International |
2 | UniCredit | |
3 | Erste Bank | |
4 | 2 | UBS |
5 | 1 | Credit Suisse |
6 | 5 | BNP Paribas |
7 | Societe Generale | |
8 | Bank of Cyprus | |
9 | Rothschild | |
10 | 8 | Julius Baer |
ESG/Social Impact Investing | ||
2019 | 2018 | |
1 | 2 | Credit Suisse |
2 | Erste Bank | |
3 | 1 | UBS |
4 | UniCredit | |
5 | 7 | Raiffeisen Bank International |
6 | Societe Generale | |
7 | 9 | Bank of Cyprus |
8= | CSOB (KBC) | |
8= | BNP Paribas | |
10 | Intesa Sanpaolo | |
International Clients | ||
2019 | 2018 | |
1 | 4 | UniCredit |
2 | 5 | Raiffeisen Bank International |
3 | Erste Bank | |
4 | 3 | UBS |
5 | Intesa Sanpaolo | |
6= | 2 | Credit Suisse |
6= | OTP Bank | |
8 | 6 | BNP Paribas |
9 | Bank of Cyprus | |
10 | Societe Generale | |
Succession Planning Advice and Trusts | ||
2019 | 2018 | |
1 | UniCredit | |
2 | Erste Bank | |
3 | Raiffeisen Bank International | |
4 | 2 | UBS |
5 | 1 | Credit Suisse |
6 | BNP Paribas | |
7 | 4 | PricewaterhouseCoopers |
8= | 10 | Bank of Cyprus |
8= | Deloitte | |
10 | 6 | Julius Baer |
Technology | ||
2019 | 2018 | |
1 | UniCredit | |
2 | 7 | Raiffeisen Bank International |
3 | 9 | Erste Bank |
4 | 1 | UBS |
5 | Intesa Sanpaolo | |
6= | 4 | Credit Suisse |
6= | OTP Bank | |
8 | 3 | BNP Paribas |
9 | Bank of Cyprus | |
10 | Societe Generale | |
top |
Latin America
Best Private Banking Services Overall | ||
2019 | 2018 | |
1 | 3 | Santander |
2 | 1 | JPMorgan |
3 | 2 | Credit Suisse |
4 | 6 | Citi |
5 | 5 | Banco Itau |
6 | 7 | BTG Pactual |
7 | 4 | UBS |
8 | BBVA | |
9 | Morgan Stanley | |
10 | Banco de Chile | |
Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
2019 | 2018 | |
1 | 6 | Santander |
2 | 1 | JPMorgan |
3 | 2 | Credit Suisse |
4 | 4 | Banco Itau |
5 | 7 | Citi |
6 | 8 | BTG Pactual |
7 | 3 | UBS |
8 | 5 | Goldman Sachs |
9 | BBVA | |
10 | Morgan Stanley | |
High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
2019 | 2018 | |
1 | 2 | Santander |
2 | 5 | JPMorgan |
3 | 1 | Credit Suisse |
4 | 4 | Banco Itau |
5 | 6 | Citi |
6 | 7 | BTG Pactual |
7 | 3 | UBS |
8 | BBVA | |
9 | Morgan Stanley | |
10 | Banco de Chile | |
Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
2019 | 2018 | |
1 | 1 | Santander |
2 | 3 | Citi |
3 | 6 | BTG Pactual |
4 | BBVA | |
5 | 2 | Banco Itau |
6 | Morgan Stanley | |
7 | 4 | Credit Suisse |
8 | 8 | XP Investimentos |
9 | Banco de Chile | |
10 | Banco BICE | |
Asset Management | ||
2019 | 2018 | |
1 | 7 | Santander |
2 | 2 | JPMorgan |
3 | 3 | BlackRock |
4 | 4 | BTG Pactual |
5= | Banco Itau | |
5= | 10 | Citi |
7 | 1 | Credit Suisse |
8 | Pictet | |
9= | Goldman Sachs | |
9= | BBVA | |
Family Office Services | ||
2019 | 2018 | |
1 | 8 | Santander |
2 | 1 | JPMorgan |
3 | 3 | Credit Suisse |
4 | 5 | BTG Pactual |
5 | 9 | Banco Itau |
6 | 2 | UBS |
7 | Pictet | |
8 | Citi | |
9 | Banco de Chile | |
10= | Turim | |
10= | BBVA | |
Research and Asset Allocation Advice | ||
2019 | 2018 | |
1 | 1 | JPMorgan |
2 | 9 | Santander |
3 | 2 | Credit Suisse |
4 | 5 | Goldman Sachs |
5= | 7 | Banco Itau |
5= | 3 | UBS |
7 | 6 | Citi |
8 | 4 | BTG Pactual |
9 | BBVA | |
10 | Morgan Stanley | |
Philanthropic Advice | ||
2019 | 2018 | |
1 | 5 | Santander |
2 | 2 | JPMorgan |
3 | 3 | Credit Suisse |
4 | 1 | UBS |
5 | 7 | Banco Itau |
6 | 4 | Citi |
7 | 10 | Pictet |
8 | Banco de Chile | |
9 | Banco BICE | |
10 | BBVA | |
ESG/Social Impact Investing | ||
2019 | 2018 | |
1 | 4 | Santander |
2 | 5 | Credit Suisse |
3 | 2 | JPMorgan |
4 | 3 | Citi |
5 | 6 | Banco Itau |
6= | 1 | UBS |
6= | BBVA | |
8 | Banco de Chile | |
9 | Banco BICE | |
10 | 8 | Pictet |
International Clients | ||
2019 | 2018 | |
1 | 5 | Santander |
2 | 1 | JPMorgan |
3 | 3 | Credit Suisse |
4 | 9 | Banco Itau |
5 | BBVA | |
6 | 2 | Citi |
7 | 4 | UBS |
8 | 10 | BTG Pactual |
9 | Morgan Stanley | |
10 | Banco de Chile | |
Succession Planning Advice and Trusts | ||
2019 | 2018 | |
1 | 9 | Santander |
2 | 1 | JPMorgan |
3 | 3 | Credit Suisse |
4 | 4 | Citi |
5 | 2 | UBS |
6 | 6 | Banco Itau |
7 | 5 | BTG Pactual |
8 | Banco de Chile | |
9 | Banco BICE | |
10 | BBVA | |
Technology | ||
2019 | 2018 | |
1 | 6 | Santander |
2 | 2 | JPMorgan |
3 | 5 | Credit Suisse |
4 | 3 | Banco Itau |
5 | 10 | BBVA |
6 | 4 | Citi |
7= | BTG Pactual | |
7= | 1 | UBS |
9 | Morgan Stanley | |
10 | Banco de Chile | |
top |
Middle East
Best Private Banking Services Overall | ||
2019 | 2018 | |
1 | 3 | Credit Suisse |
2 | 1 | JPMorgan |
3 | 2 | UBS |
4 | 4 | Julius Baer |
5 | 6 | Pictet |
6= | BNP Paribas | |
6= | 5 | Citi |
6= | Barclays | |
9 | 7 | HSBC |
10 | UBP | |
Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
2019 | 2018 | |
1 | 1 | JPMorgan |
2 | 3 | Credit Suisse |
3 | 2 | UBS |
4 | 6 | Pictet |
5 | 5 | Goldman Sachs |
6 | 8 | Julius Baer |
7 | 4 | Citi |
8 | 7 | HSBC |
9 | Lombard Odier | |
10 | Morgan Stanley | |
High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
2019 | 2018 | |
1 | 2 | Credit Suisse |
2 | 3 | Julius Baer |
3 | 1 | UBS |
4 | 6 | Pictet |
5 | 9 | JPMorgan |
6= | 5 | Citi |
6= | 4 | HSBC |
8 | 8 | Lombard Odier |
9 | BNP Paribas | |
10 | Barclays | |
Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
2019 | 2018 | |
1 | 1 | Julius Baer |
2 | 3 | Credit Suisse |
3 | 5 | UBS |
4 | 4 | Citi |
5 | 6 | Lombard Odier |
6 | BNP Paribas | |
7= | Emirates NBD | |
7= | 2 | HSBC |
7= | 7 | Pictet |
7= | 9 | UBP |
Asset Management | ||
2019 | 2018 | |
1 | 1 | JPMorgan |
2 | 4 | Credit Suisse |
3 | Julius Baer | |
4 | 2 | BlackRock |
5 | 3 | UBS |
6 | 5 | Goldman Sachs |
7 | 7 | Pictet |
8 | Aberdeen Standard Investments | |
9 | 6 | HSBC |
10= | ABN AMRO | |
10= | BNP Paribas | |
Family Office Services | ||
2019 | 2018 | |
1 | 2 | JPMorgan |
2 | 3 | Credit Suisse |
3 | 1 | UBS |
4 | 4 | Pictet |
5= | HSBC | |
5= | 6 | Lombard Odier |
7 | 7 | Julius Baer |
8 | 5 | Citi |
9 | Goldman Sachs | |
10 | BNP Paribas | |
Research and Asset Allocation Advice | ||
2019 | 2018 | |
1 | 1 | JPMorgan |
2 | 3 | Credit Suisse |
3 | 5 | Goldman Sachs |
4 | 2 | UBS |
5 | Julius Baer | |
6 | 8 | Pictet |
7 | 6 | Citi |
8 | Credit Agricole | |
9 | 4 | Deutsche Bank |
10 | Bank of Singapore | |
Philanthropic Advice | ||
2019 | 2018 | |
1 | 2 | Credit Suisse |
2 | 6 | JPMorgan |
3 | 1 | UBS |
4 | 3 | Pictet |
5= | BNP Paribas | |
5= | 4 | HSBC |
5= | 9 | Julius Baer |
8 | Goldman Sachs | |
9 | 8 | Lombard Odier |
10 | Societe Generale | |
ESG/Social Impact Investing | ||
2019 | 2018 | |
1 | 1 | Credit Suisse |
2 | 5 | JPMorgan |
3 | Julius Baer | |
4 | 3 | Pictet |
5 | 2 | UBS |
6 | 6 | HSBC |
7 | Barclays | |
8 | BNP Paribas | |
9= | ABN AMRO | |
9= | EFG Hermes | |
9= | UBP | |
International Clients | ||
2019 | 2018 | |
1 | 5 | Credit Suisse |
2 | 2 | JPMorgan |
3 | 4 | UBS |
4 | 3 | Citi |
5 | 8 | Julius Baer |
6= | Goldman Sachs | |
6= | 1 | HSBC |
8 | BNP Paribas | |
9 | 9 | Pictet |
10 | Merrill Lynch Wealth Management | |
Succession Planning Advice and Trusts | ||
2019 | 2018 | |
1 | 2 | Credit Suisse |
2 | 6 | JPMorgan |
3 | 1 | UBS |
4 | 3 | Pictet |
5 | 4 | Citi |
6 | 9 | Barclays |
7 | 7 | Julius Baer |
8 | 5 | HSBC |
9 | BNP Paribas | |
10= | Credit Agricole | |
10= | Goldman Sachs | |
Technology | ||
2019 | 2018 | |
1 | 2 | Credit Suisse |
2 | 3 | JPMorgan |
3 | 1 | UBS |
4 | 4 | Citi |
5= | Goldman Sachs | |
5= | HSBC | |
7 | 5 | Julius Baer |
8 | BNP Paribas | |
9 | 6 | Pictet |
10 | Merrill Lynch Wealth Management | |
top |
Nordic & Baltics
Best Private Banking Services Overall | ||
2019 | 2018 | |
1 | 1 | Nordea |
2 | 6 | Danske Bank |
3 | 2 | SEB |
4 | 8 | UBS |
5 | 7 | Swedbank |
6= | 3 | Carnegie |
6= | Credit Suisse | |
8 | 5 | Svenska Handelsbanken |
9 | 4 | Nykredit |
10 | Jyske Bank | |
Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
2019 | 2018 | |
1 | 1 | UBS |
2 | 3 | SEB |
3 | 2 | Nordea |
4 | 5 | Danske Bank |
5 | Credit Suisse | |
6 | 4 | Carnegie |
7 | 6 | JPMorgan |
8 | Goldman Sachs | |
9 | DNB Bank | |
10 | Julius Baer | |
High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
2019 | 2018 | |
1 | 2 | SEB |
2 | 1 | Nordea |
3 | 5 | Danske Bank |
4 | 3 | Carnegie |
5 | 9 | UBS |
6 | 4 | Svenska Handelsbanken |
7 | Credit Suisse | |
8 | Julius Baer | |
9 | 6 | Swedbank |
10 | 7 | Nykredit |
Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
2019 | 2018 | |
1 | 1 | Nordea |
2 | 3 | Danske Bank |
3 | 5 | SEB |
4 | 4 | Svenska Handelsbanken |
5 | 2 | Swedbank |
6 | 10 | Carnegie |
7 | Nordnet | |
8 | 6 | Nykredit |
9 | Alandsbanken | |
10 | 9 | Ringkjobing Landbobank |
Asset Management | ||
2019 | 2018 | |
1 | 1 | Nordea |
2 | 3 | SEB |
3 | 4 | Danske Bank |
4 | 7 | UBS |
5 | 6 | BlackRock |
6 | 5 | Carnegie |
7 | Credit Suisse | |
8= | 9 | Goldman Sachs |
8= | 10 | JPMorgan |
10 | Aberdeen Standard Investments | |
Family Office Services | ||
2019 | 2018 | |
1 | 2 | Nordea |
2 | 1 | UBS |
3 | 8 | Credit Suisse |
4 | 3 | SEB |
5 | 5 | Danske Bank |
6 | Carnegie | |
7 | Lewben Group | |
8 | Goldman Sachs | |
9 | 4 | JPMorgan |
10 | Rothschild | |
Research and Asset Allocation Advice | ||
2019 | 2018 | |
1 | 3 | SEB |
2 | 1 | Nordea |
3 | 10 | Credit Suisse |
4 | 4 | Danske Bank |
5 | 2 | Carnegie |
6 | 7 | UBS |
7 | 6 | Swedbank |
8 | 8 | Goldman Sachs |
9 | BlackRock | |
10= | ABG Sundal Collier | |
10= | Deutsche Bank | |
Philanthropic Advice | ||
2019 | 2018 | |
1 | 3 | Nordea |
2 | 8 | Credit Suisse |
3 | 2 | SEB |
4 | 1 | UBS |
5 | 5 | Danske Bank |
6 | Svenska Handelsbanken | |
7 | Aktia | |
8 | Carnegie | |
9= | Alandsbanken | |
9= | Rothschild | |
ESG/Social Impact Investing | ||
2019 | 2018 | |
1 | 1 | Nordea |
2 | 3 | SEB |
3 | 8 | Danske Bank |
4 | Svenska Handelsbanken | |
5 | Credit Suisse | |
6 | 2 | Swedbank |
7 | 5 | UBS |
8 | OP-Pohjola Group | |
9 | 6 | Storebrand |
10 | DNB Bank | |
International Clients | ||
2019 | 2018 | |
1 | 4 | Danske Bank |
2 | 1 | Nordea |
3 | 3 | SEB |
4 | Nordnet | |
5 | 9 | Credit Suisse |
6 | 2 | UBS |
7 | Avanza | |
8= | DNB Bank | |
8= | Morgan Stanley | |
10 | Swedbank | |
Succession Planning Advice and Trusts | ||
2019 | 2018 | |
1 | 2 | Danske Bank |
2 | 1 | Nordea |
3 | 4 | UBS |
4 | 5 | SEB |
5 | Credit Suisse | |
6 | Carnegie | |
7 | Rothschild | |
8= | Aktia | |
8= | UBP | |
10 | 8 | Nykredit |
Technology | ||
2019 | 2018 | |
1 | 1 | Danske Bank |
2 | 2 | Nordea |
3 | SEB | |
4 | 3 | Nordnet |
5 | Credit Suisse | |
6 | 5 | UBS |
7 | 4 | Avanza |
8= | 8 | DNB Bank |
8= | Morgan Stanley | |
10= | JPMorgan | |
10= | Swedbank | |
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North America
Best Private Banking Services Overall | ||
2019 | 2018 | |
1 | 1 | JPMorgan |
2 | 2 | Goldman Sachs |
3 | 5 | RBC |
4 | 3 | UBS |
5 | 4 | Citi |
6= | Northwood Family Office | |
6= | TD Bank | |
6= | City National Bank (RBC) | |
6= | Morgan Stanley | |
10= | Bank of Montreal (BMO) | |
10= | CIBC | |
Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
2019 | 2018 | |
1 | 1 | JPMorgan |
2 | 2 | Goldman Sachs |
3 | 4 | UBS |
4 | 5 | Northwood Family Office |
5 | RBC | |
6= | Merrill Lynch Wealth Management | |
6= | 3 | Northern Trust |
8 | CIBC | |
9 | TD Bank | |
10 | Morgan Stanley | |
High Net Worth clients (US$ 5 million to US$ 30 million) | ||
2019 | 2018 | |
1 | 5 | JPMorgan |
2 | UBS | |
3 | 1 | Merrill Lynch Wealth Management |
4 | 2 | Morgan Stanley |
5 | 4 | Northwood Family Office |
6 | RBC | |
7 | Wells Fargo | |
8 | TD Bank | |
9 | Citi | |
10 | CIBC | |
Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
2019 | 2018 | |
1 | 3 | JPMorgan |
2 | UBS | |
3 | Charles Schwab | |
4 | 2 | Merrill Lynch Wealth Management |
5= | 5 | Northwood Family Office |
5= | Wells Fargo | |
7 | 4 | Citi |
8= | RBC | |
8= | Goldman Sachs | |
10= | CIBC | |
10= | TD Bank | |
Asset Management | ||
2019 | 2018 | |
1 | JPMorgan | |
2 | 1 | BlackRock |
3 | Morgan Stanley | |
4= | Goldman Sachs | |
4= | UBS | |
6 | 2 | Northwood Family Office |
7 | RBC | |
8= | TD Bank | |
8= | Scotiabank | |
10 | Vanguard | |
Family Office Services | ||
2019 | 2018 | |
1 | 1 | JPMorgan |
2 | Bessemer Trust | |
3 | Northern Trust | |
4= | 2 | Northwood Family Office |
4= | UBS | |
6 | Goldman Sachs | |
7= | RBC | |
7= | Scotiabank | |
9= | Bank of Montreal (BMO) | |
9= | Bell Kearns & Associates | |
9= | Wellington Management | |
Research and Asset Allocation Advice | ||
2019 | 2018 | |
1 | 1 | JPMorgan |
2 | UBS | |
3 | Morgan Stanley | |
4 | BlackRock | |
5= | Northwood Family Office | |
5= | Goldman Sachs | |
7 | RBC | |
8 | Citi | |
9= | Vanguard | |
9= | Merrill Lynch Wealth Management | |
Philanthropic Advice | ||
2019 | 2018 | |
1 | 1 | JPMorgan |
2 | Bessemer Trust | |
3 | 3 | Northwood Family Office |
4 | Wells Fargo | |
5 | 5 | RBC |
6 | US Bank | |
7= | Merrill Lynch Wealth Management | |
7= | Morgan Stanley | |
7= | Northern Trust | |
7= | US Trust | |
ESG/Social Impact Investing | ||
2019 | 2018 | |
1 | 1 | JPMorgan |
2 | UBS | |
3 | BlackRock | |
4 | RBC | |
5 | Morgan Stanley | |
6 | 2 | Northwood Family Office |
7= | Bank of Montreal (BMO) | |
7= | Barclays | |
7= | US Trust | |
7= | Wells Fargo | |
International Clients | ||
2019 | 2018 | |
1 | 1 | UBS |
2 | Wells Fargo | |
3 | RBC | |
4 | Northwood Family Office | |
5 | TD Bank | |
6= | Merrill Lynch Wealth Management | |
6= | Morgan Stanley | |
6= | Santander | |
9 | Bank of Montreal (BMO) | |
10= | CIBC | |
10= | National Bank of Canada | |
10= | Access Bank | |
Succession Planning Advice and Trusts | ||
2019 | 2018 | |
1 | 2 | JPMorgan |
2 | Bessemer Trust | |
3 | 3 | Northwood Family Office |
4 | 4 | RBC |
5 | TD Bank | |
6 | Merrill Lynch Wealth Management | |
7= | UBS | |
7= | Amicorp | |
7= | US Trust | |
7= | Northern Trust | |
Technology | ||
2019 | 2018 | |
1 | 1 | JPMorgan |
2 | Merrill Lynch Wealth Management | |
3 | UBS | |
4 | Charles Schwab | |
5 | Wells Fargo | |
6 | Citi | |
7 | Northwood Family Office | |
8 | RBC | |
9 | 2 | TD Bank |
10 | Bank of Montreal (BMO) | |
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Western Europe
Best Private Banking Services Overall | ||
2019 | 2018 | |
1 | 1 | UBS |
2 | 2 | JPMorgan |
3 | 5 | Credit Suisse |
4 | 4 | BNP Paribas |
5 | 3 | Pictet |
6 | 6 | Julius Baer |
7 | Deutsche Bank | |
8 | 10 | Santander |
9 | 9 | ABN AMRO |
10 | Banco Portugues de Investimento (BPI) | |
Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
2019 | 2018 | |
1 | 1 | UBS |
2 | 2 | JPMorgan |
3 | 4 | Credit Suisse |
4 | 7 | BNP Paribas |
5 | 3 | Goldman Sachs |
6 | 5 | Pictet |
7 | 8 | Julius Baer |
8 | 6 | Rothschild |
9 | Santander | |
10 | 9 | Deutsche Bank |
High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
2019 | 2018 | |
1 | 1 | UBS |
2 | 2 | Credit Suisse |
3 | 4 | BNP Paribas |
4 | 3 | Julius Baer |
5 | 10 | Pictet |
6 | 6 | JPMorgan |
7 | 5 | Deutsche Bank |
8 | Santander | |
9 | 9 | ABN AMRO |
10 | Barclays | |
Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
2019 | 2018 | |
1 | 1 | BNP Paribas |
2 | 2 | UBS |
3 | 3 | Credit Suisse |
4 | 4 | Deutsche Bank |
5 | Barclays | |
6 | 8 | ABN AMRO |
7 | Santander | |
8 | 9 | HSBC |
9 | 5 | UniCredit |
10 | Julius Baer | |
Asset Management | ||
2019 | 2018 | |
1 | 1 | BlackRock |
2 | 3 | JPMorgan |
3 | 2 | UBS |
4 | 6 | Pictet |
5 | 8 | BNP Paribas |
6 | 5 | Deutsche Bank |
7 | 10 | Credit Suisse |
8 | Santander | |
9 | 7 | Aberdeen Standard Investments |
10 | Amundi | |
Family Office Services | ||
2019 | 2018 | |
1 | 1 | UBS |
2 | 6 | Credit Suisse |
3 | 4 | JPMorgan |
4 | Pictet | |
5 | 9 | BNP Paribas |
6 | Santander | |
7 | 8 | Deutsche Bank |
8 | 10 | Julius Baer |
9 | 7 | Goldman Sachs |
10 | Lombard Odier | |
Research and Asset Allocation Advice | ||
2019 | 2018 | |
1 | 2 | JPMorgan |
2 | 1 | UBS |
3 | 4 | Credit Suisse |
4 | 3 | Goldman Sachs |
5 | 6 | BNP Paribas |
6 | 5 | Deutsche Bank |
7 | Santander | |
8 | Morgan Stanley | |
9 | ABN AMRO | |
10 | 8 | Pictet |
Philanthropic Advice | ||
2019 | 2018 | |
1 | 1 | UBS |
2 | 3 | Credit Suisse |
3 | 2 | BNP Paribas |
4 | 4 | JPMorgan |
5 | 10 | Santander |
6 | 5 | Pictet |
7 | 6 | ABN AMRO |
8 | Julius Baer | |
9 | Barclays | |
10 | 8 | Deutsche Bank |
ESG/Social Impact Investing | ||
2019 | 2018 | |
1 | 1 | UBS |
2 | 2 | BNP Paribas |
3 | 6 | Credit Suisse |
4 | 3 | Pictet |
5 | 5 | ABN AMRO |
6 | Santander | |
7 | 9 | JPMorgan |
8 | 4 | Deutsche Bank |
9 | Barclays | |
10 | CaixaBank | |
International Clients | ||
2019 | 2018 | |
1 | 1 | UBS |
2 | 4 | Credit Suisse |
3 | 3 | JPMorgan |
4 | Santander | |
5 | 6 | BNP Paribas |
6= | 5 | Deutsche Bank |
6= | Pictet | |
8 | ING | |
9= | BBVA | |
9= | ABN AMRO | |
Succession Planning Advice and Trusts | ||
2019 | 2018 | |
1 | 1 | UBS |
2 | 2 | Credit Suisse |
3 | 3 | JPMorgan |
4 | 6 | BNP Paribas |
5 | Santander | |
6 | 8 | ABN AMRO |
7 | Barclays | |
8 | 4 | Pictet |
9 | 9 | Rothschild |
10 | 5 | Deutsche Bank |
Technology | ||
2019 | 2018 | |
1 | 1 | UBS |
2 | 2 | Credit Suisse |
3 | JPMorgan | |
4 | 3 | BNP Paribas |
5 | 10 | Santander |
6 | 6 | Pictet |
7 | 4 | Deutsche Bank |
8 | ABN AMRO | |
9 | 9 | ING |
10 | Barclays | |
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