Argentina
Best Private Banking Services Overall | ||
2019 | 2018 | |
1 | 6 | Santander |
2 | 1 | JPMorgan |
3= | BBVA | |
3= | 4 | Pictet |
5= | Citi | |
5= | Credit Suisse | |
5= | Puente | |
5= | UBS | |
9 | Morgan Stanley | |
10= | ABN AMRO | |
10= | Capital Market | |
10= | Galicia | |
10= | Lombard Odier | |
10= | Wells Fargo | |
Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
2019 | 2018 | |
1= | 1 | JPMorgan |
1= | Morgan Stanley | |
3 | Santander | |
4 | 3 | Credit Suisse |
5= | Puente | |
5= | 2 | UBS |
7 | Wells Fargo | |
8 | 4 | Pictet |
9= | Bozano Investimentos | |
9= | Galicia | |
9= | Julius Baer | |
High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
2019 | 2018 | |
1 | Santander | |
2= | Citi | |
2= | Puente | |
2= | Wells Fargo | |
5= | BBVA | |
5= | 4 | Pictet |
7= | Cidel | |
7= | 2 | JPMorgan |
9= | Galicia | |
9= | ICBC | |
9= | IM Trust | |
9= | Lombard Odier | |
9= | Merrill Lynch Wealth Management | |
Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
2019 | 2018 | |
1 | Santander | |
2= | Morgan Stanley | |
2= | 4 | Wells Fargo |
4 | Galicia | |
5 | Puente | |
6 | BBVA | |
7= | Crestbridge | |
7= | ICBC | |
7= | Merrill Lynch Wealth Management | |
7= | Bank J. Safra Sarasin | |
Asset Management | ||
2019 | 2018 | |
1 | 1 | JPMorgan |
2 | Citi | |
3 | 2 | UBS |
4= | 3= | Credit Suisse |
4= | Deutsche Bank | |
6= | 5= | Goldman Sachs |
6= | 7 | Pictet |
8= | 2PM Group | |
8= | 3= | BlackRock |
8= | Investec | |
8= | Santander | |
8= | Wells Fargo | |
Family Office Services | ||
2019 | 2018 | |
1 | Pictet | |
2= | Credit Suisse | |
2= | Puente | |
2= | Santander | |
5 | WE Family Offices | |
6= | Galicia | |
6= | 2 | JPMorgan |
8 | ICBC | |
9= | Bank Leumi | |
9= | Lombard Odier | |
9= | Quilvest Wealth Management (QWM) | |
Research and Asset Allocation Advice | ||
2019 | 2018 | |
1 | 1 | JPMorgan |
2 | Pictet | |
3= | Deutsche Bank | |
3= | Frances | |
3= | 2 | UBS |
6= | 3 | Credit Suisse |
6= | Galicia | |
6= | Morgan Stanley | |
9= | Banco Itau | |
9= | BBVA | |
9= | Lombard Odier | |
9= | Merrill Lynch Wealth Management | |
9= | Prudential | |
9= | Puente | |
Philanthropic Advice | ||
2019 | 2018 | |
1 | Pictet | |
2 | 1 | JPMorgan |
3 | 3 | Credit Suisse |
4 | Puente | |
4 | Santander | |
6 | 2 | UBS |
7 | Galicia | |
8= | Capital Market | |
8= | Four Partners Advisory | |
8= | Frances | |
8= | 4 | Goldman Sachs |
8= | Lombard Odier | |
ESG/Social Impact Investing | ||
2019 | 2018 | |
1 | Galicia | |
2 | 2 | Credit Suisse |
3 | 1 | JPMorgan |
4 | Pictet | |
5= | 4= | Citi |
5= | DZ Bank | |
5= | Goldman Sachs | |
5= | 6 | ICBC |
5= | Julius Baer | |
5= | Puente | |
5= | Wellington Management | |
International Clients | ||
2019 | 2018 | |
1 | 2= | ICBC |
2 | 1 | Citi |
2 | 2= | JPMorgan |
4 | 4 | Santander |
5 | 6= | Credit Suisse |
6 | Wells Fargo | |
7 | Puente | |
8= | ABN AMRO | |
8= | Lombard Odier | |
8= | Morgan Stanley | |
8= | Pictet | |
Succession Planning Advice and Trusts | ||
2019 | 2018 | |
1= | 4 | Credit Suisse |
1= | Puente | |
3 | Citi | |
4 | ICBC | |
5 | Frances | |
6 | 1 | JPMorgan |
7= | Alantra | |
7= | Citco | |
7= | Deutsche Bank | |
7= | Fox Horan & Camerini LLP | |
7= | Galicia | |
7= | 3 | Merrill Lynch Wealth Management |
7= | Pictet | |
Technology | ||
2019 | 2018 | |
1= | 3 | Citi |
1= | 1 | JPMorgan |
3 | Credit Suisse | |
4= | Santander | |
4= | Wells Fargo | |
6 | Puente | |
7= | ABN AMRO | |
7= | Lombard Odier | |
7= | Morgan Stanley | |
7= | Pictet | |
top |
Australia
Best Private Banking Services Overall | ||
2019 | 2018 | |
1 | 1 | Credit Suisse |
2 | Macquarie | |
3 | Escala Partners | |
4 | Morgan Stanley | |
5 | Evans & Partners (Australia) | |
6= | First Samuel | |
6= | JB Were | |
8 | Mutual Trust | |
9= | 3 | ANZ |
9= | 4= | Deutsche Bank |
9= | Koda Capital | |
9= | 4= | National Australia Bank |
Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
2019 | 2018 | |
1 | 4= | Credit Suisse |
2 | 3 | Macquarie |
3 | 4= | Escala Partners |
4= | Evans & Partners (Australia) | |
4= | 1 | Westpac |
6= | ANZ | |
6= | Morgan Stanley | |
6= | 2 | National Australia Bank |
9= | Crestone Wealth Management | |
9= | Mutual Trust | |
High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
2019 | 2018 | |
1= | Escala Partners | |
1= | Morgan Stanley | |
3 | Macquarie | |
4= | 3= | Evans & Partners (Australia) |
4= | 2 | Westpac |
6= | 6= | Crestone Wealth Management |
6= | First Samuel | |
6= | JB Were | |
9= | 1 | ANZ |
9= | Deutsche Bank | |
9= | Koda Capital | |
9= | Mutual Trust | |
9= | 5 | National Australia Bank |
Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
2019 | 2018 | |
1 | 5 | Macquarie |
2 | Escala Partners | |
3 | 1= | National Australia Bank |
4 | Evans & Partners (Australia) | |
5= | 3 | ANZ |
5= | First Samuel | |
5= | Morgan Stanley | |
5= | 1= | Westpac |
9= | Commonwealth Bank | |
9= | Koda Capital | |
Asset Management | ||
2019 | 2018 | |
1 | 8= | Escala Partners |
2= | 13= | Deutsche Bank |
2= | Macquarie | |
2= | Westpac | |
5= | 3= | Evans & Partners (Australia) |
5= | First Samuel | |
5= | Legg Mason Asset Management | |
5= | 2 | UBS |
9= | ANZ | |
9= | Credit Mutuel - CIC Group | |
9= | Partners Group | |
Family Office Services | ||
2019 | 2018 | |
1 | 3 | Mutual Trust |
2= | Escala Partners | |
2= | 5 | Westpac |
4 | 8= | ANZ |
5 | 1= | Myer Family Company |
6= | 8= | Deutsche Bank |
6= | First Samuel | |
6= | KPMG | |
9= | Evans & Partners (Australia) | |
9= | Koda Capital | |
9= | Macquarie | |
Research and Asset Allocation Advice | ||
2019 | 2018 | |
1 | 3 | Westpac |
2 | 4= | Credit Suisse |
3= | Evans & Partners (Australia) | |
3= | JANA | |
3= | Koda Capital | |
3= | Macquarie | |
7= | Escala Partners | |
7= | First Samuel | |
7= | Morgan Stanley | |
7= | UBS | |
Philanthropic Advice | ||
2019 | 2018 | |
1 | Koda Capital | |
2= | 1= | Australian Philanthropic Services |
2= | Escala Partners | |
2= | JB Were | |
2= | Social Ventures Australia (SVA) | |
2= | 6 | Westpac |
7= | Macquarie | |
7= | Morgan Stanley | |
7= | Mutual Trust | |
7= | 1= | National Australia Bank |
7= | Partners Group | |
ESG/Social Impact Investing | ||
2019 | 2018 | |
1 | Social Ventures Australia (SVA) | |
2 | 2 | Australian Ethical Investment |
3= | Escala Partners | |
3= | JB Were | |
3= | Koda Capital | |
6= | Evans & Partners (Australia) | |
6= | First Samuel | |
6= | Morgan Stanley | |
6= | Philanthropy Australia | |
10= | Deutsche Bank | |
10= | Mutual Trust | |
10= | National Australia Bank | |
International Clients | ||
2019 | 2018 | |
1= | Credit Suisse | |
1= | Macquarie | |
3= | 4 | ANZ |
3= | Crestone Wealth Management | |
5= | Commonwealth Bank | |
5= | 4 | Deutsche Bank |
5= | First Samuel | |
8= | Escala Partners | |
8= | Koda Capital | |
8= | Mutual Trust | |
Succession Planning Advice and Trusts | ||
2019 | 2018 | |
1 | Koda Capital | |
2= | 6= | Mutual Trust |
2= | 4= | Westpac |
4= | Deloitte | |
4= | Escala Partners | |
4= | First Samuel | |
4= | Myer Family Company | |
8= | Arnold Bloch Leibler | |
8= | 6= | Deutsche Bank |
10= | Commonwealth Bank | |
10= | Morgan Stanley | |
10= | 6= | National Australia Bank |
10= | 2 | Perpetual Private |
Technology | ||
2019 | 2018 | |
1= | Credit Suisse | |
1= | 5= | Macquarie |
3= | 2= | ANZ |
3= | Crestone Wealth Management | |
5= | 1 | Commonwealth Bank |
5= | Deutsche Bank | |
5= | First Samuel | |
8= | Escala Partners | |
8= | Koda Capital | |
8= | Mutual Trust | |
top |
Austria
Best Private Banking Services Overall | ||
2019 | 2018 | |
1 | 4 | UBS |
2 | 1 | Bank Gutmann |
3 | 3 | Schoellerbank (UniCredit) |
4 | Erste Bank | |
5 | Credit Suisse | |
6 | 5 | Bankhaus Spangler |
7 | 2 | LGT |
8= | Julius Baer | |
8= | Raiffeisen Bank International | |
10= | Deutsche Bank | |
10= | Kathrein & Co. (Raiffeisen Bank International) | |
10= | Liechtensteinische Landesbank | |
Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
2019 | 2018 | |
1 | 1 | UBS |
2 | 3= | Credit Suisse |
3= | Erste Bank | |
3= | Schoellerbank (UniCredit) | |
5 | 2 | LGT |
6 | Bank Gutmann | |
7 | Raiffeisen Bank International | |
8 | Julius Baer | |
9 | Bankhaus Spangler | |
10 | Goldman Sachs | |
High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
2019 | 2018 | |
1 | 3 | Bank Gutmann |
2 | Schoellerbank (UniCredit) | |
3= | 5 | Bankhaus Spangler |
3= | 4 | Credit Suisse |
5 | 2 | UBS |
6 | 1 | LGT |
7= | Erste Bank | |
7= | Liechtensteinische Landesbank | |
9 | Kathrein & Co. (Raiffeisen Bank International) | |
10 | Julius Baer | |
Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
2019 | 2018 | |
1 | 1 | Schoellerbank (UniCredit) |
2 | 2 | Bank Gutmann |
3= | 3 | Bankhaus Spangler |
3= | 5 | Erste Bank |
5 | Raiffeisen Bank International | |
6= | Oberbank | |
6= | UBS | |
8 | LGT | |
9 | Liechtensteinische Landesbank | |
10= | Hello bank | |
10= | Pictet | |
10= | Privatbanka | |
10= | Semper Constantia Privatbank | |
Asset Management | ||
2019 | 2018 | |
1 | 1 | Erste Bank |
2 | UBS | |
3 | Schoellerbank (UniCredit) | |
4 | 6= | Bank Gutmann |
5 | 3 | LGT |
6= | Credit Suisse | |
6= | 4= | Deutsche Bank |
8= | Fidelity Investments | |
8= | Raiffeisen Bank International | |
10 | Julius Baer | |
Family Office Services | ||
2019 | 2018 | |
1 | 1 | Bankhaus Spangler |
2 | 3 | LGT |
3 | 4 | UBS |
4 | Credit Suisse | |
5 | 2 | Bank Gutmann |
6 | 5 | DALE Investment Advisors |
7= | Capital Bank - GRAWE Gruppe | |
7= | Kathrein & Co. (Raiffeisen Bank International) | |
7= | Raiffeisen Bank International | |
10= | BAWAG PSK | |
10= | BNP Paribas | |
10= | Ferri Trust | |
10= | Kepler Cheuvreux | |
10= | Kronos Advisory GmbH | |
10= | Schoellerbank (UniCredit) | |
Research and Asset Allocation Advice | ||
2019 | 2018 | |
1 | 1 | UBS |
2 | 2 | Credit Suisse |
3 | 3 | Erste Bank |
4 | Deutsche Bank | |
5 | Raiffeisen Bank International | |
6 | JPMorgan | |
7 | 5 | LGT |
8= | Bank Winter | |
8= | DALE Investment Advisors | |
8= | Pictet | |
Philanthropic Advice | ||
2019 | 2018 | |
1 | 5 | Erste Bank |
2 | 2 | UBS |
3 | 1 | Schelhammer & Schattera |
4 | Bank Gutmann | |
5 | 3= | LGT |
6 | Kathrein & Co. (Raiffeisen Bank International) | |
7= | 6 | Bankhaus Spangler |
7= | Oberbank | |
7= | Raiffeisen Bank International | |
7= | Zurcher Kantonalbank | |
ESG/Social Impact Investing | ||
2019 | 2018 | |
1 | UBS | |
2= | 1 | Erste Bank |
2= | 2 | Schelhammer & Schattera |
4 | Raiffeisen Bank International | |
5 | 4= | Credit Suisse |
6 | 3 | Kathrein & Co. (Raiffeisen Bank International) |
7 | Schoellerbank (UniCredit) | |
8 | Bankhaus Spangler | |
9= | 4= | Bank Gutmann |
9= | Deutsche Bank | |
International Clients | ||
2019 | 2018 | |
1 | 5 | Erste Bank |
2 | 3 | Credit Suisse |
3 | 1 | UBS |
4= | LGT | |
4= | Raiffeisen Bank International | |
6 | Bank Gutmann | |
7 | Bankhaus Spangler | |
8 | Schoellerbank (UniCredit) | |
9 | Sberbank | |
10= | Capital Bank - GRAWE Gruppe | |
10= | KPMG | |
Succession Planning Advice and Trusts | ||
2019 | 2018 | |
1 | 1 | Bank Gutmann |
2 | 3 | Schoellerbank (UniCredit) |
3= | 2 | Bankhaus Spangler |
3= | UBS | |
5 | Credit Suisse | |
6= | Erste Bank | |
6= | 4 | LGT |
8= | Deloitte | |
8= | Zurcher Kantonalbank | |
10= | 5 | Kathrein & Co. (Raiffeisen Bank International) |
10= | Liechtensteinische Landesbank | |
10= | Semper Constantia Privatbank | |
Technology | ||
2019 | 2018 | |
1 | 1 | Erste Bank |
2 | 4= | Credit Suisse |
3 | 2 | UBS |
4 | Raiffeisen Bank International | |
5 | Bank Gutmann | |
6= | Bankhaus Spangler | |
6= | LGT | |
8 | 3 | Schoellerbank (UniCredit) |
9 | Sberbank | |
10= | Capital Bank - GRAWE Gruppe | |
10= | KPMG | |
top |
Bahrain
Best Private Banking Services Overall | ||
2019 | 2018 | |
1 | JPMorgan | |
2= | 1 | Citi |
2= | 5 | Julius Baer |
2= | Merrill Lynch Wealth Management | |
5= | BNP Paribas | |
5= | Pictet | |
7= | 3= | Ahli United Bank |
7= | Morgan Stanley | |
Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
2019 | 2018 | |
1 | 1= | JPMorgan |
2= | 4 | Credit Suisse |
2= | Investcorp | |
4= | Arab Banking Corporation (ABC) | |
4= | Merrill Lynch Wealth Management | |
4= | Pictet | |
7 | Morgan Stanley | |
High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
2019 | 2018 | |
1 | Julius Baer | |
2= | Investcorp | |
2= | Merrill Lynch Wealth Management | |
4= | Credito Agricola | |
4= | Goldman Sachs | |
4= | Pictet | |
7= | 3= | Credit Suisse |
7= | 3= | JPMorgan |
7= | JTC Group | |
Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
2019 | 2018 | |
1 | Ahli United Bank | |
2 | Julius Baer | |
3= | Abu Dhabi Commercial Bank | |
3= | Merrill Lynch Wealth Management | |
5= | Arab National Bank | |
5= | Morgan Stanley | |
7= | Charles Schwab | |
7= | Credit Suisse | |
Asset Management | ||
2019 | 2018 | |
1 | 2= | JPMorgan |
2= | Investcorp | |
2= | 9= | Julius Baer |
4= | Merrill Lynch Wealth Management | |
4= | Pictet | |
6 | Morgan Stanley | |
Family Office Services | ||
2019 | 2018 | |
1 | 2 | JPMorgan |
2= | Merrill Lynch Wealth Management | |
2= | Pictet | |
4= | 3 | Credit Suisse |
4= | Morgan Stanley | |
Research and Asset Allocation Advice | ||
2019 | 2018 | |
1= | 5 | JPMorgan |
1= | 4 | Julius Baer |
3= | Credit Agricole | |
3= | Goldman Sachs | |
3= | Pictet | |
6= | Credit Suisse | |
6= | Merrill Lynch Wealth Management | |
8 | 2 | Citi |
Philanthropic Advice | ||
2019 | 2018 | |
1 | 5= | JPMorgan |
2= | 4 | Credit Suisse |
2= | Merrill Lynch Wealth Management | |
4 | Pictet | |
5 | Goldman Sachs | |
ESG/Social Impact Investing | ||
2019 | 2018 | |
1 | JPMorgan | |
2= | 5= | Credit Suisse |
2= | Merrill Lynch Wealth Management | |
4 | Pictet | |
5 | Goldman Sachs | |
International Clients | ||
2019 | 2018 | |
1 | 4= | JPMorgan |
2 | Goldman Sachs | |
3= | Julius Baer | |
3= | Merrill Lynch Wealth Management | |
5 | 4= | Credit Suisse |
Succession Planning Advice and Trusts | ||
2019 | 2018 | |
1 | 4 | JPMorgan |
2 | Pictet | |
3 | Merrill Lynch Wealth Management | |
4= | 7 | Credit Suisse |
4= | Goldman Sachs | |
Technology | ||
2019 | 2018 | |
1 | 4= | JPMorgan |
2 | Goldman Sachs | |
3= | Julius Baer | |
3= | Merrill Lynch Wealth Management | |
5 | 4= | Credit Suisse |
top |
Belgium
Best Private Banking Services Overall | ||
2019 | 2018 | |
1 | 1 | KBC |
2 | 5= | BNP Paribas Fortis |
3 | 2 | Bank Delen |
4 | 4 | Degroof Petercam |
5 | ABN AMRO | |
6 | 5= | ING |
7 | Puilaetco Dewaay (KBL) | |
8 | 3 | Belfius Bank |
9 | Deutsche Bank | |
10 | Van Lanschot | |
Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
2019 | 2018 | |
1 | 2 | BNP Paribas Fortis |
2 | 1 | KBC |
3 | Degroof Petercam | |
4 | 4 | Bank Delen |
5 | Belfius Bank | |
6 | Credit Suisse | |
7= | ABN AMRO | |
7= | 3 | UBS |
9 | 5 | JPMorgan |
10 | Rothschild | |
High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
2019 | 2018 | |
1 | 4= | BNP Paribas Fortis |
2 | 1 | KBC |
3 | 2 | Bank Delen |
4 | 4= | Degroof Petercam |
5 | Belfius Bank | |
6 | 6 | ABN AMRO |
7= | 3 | ING |
7= | Rothschild | |
9 | Puilaetco Dewaay (KBL) | |
10 | Credit Suisse | |
Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
2019 | 2018 | |
1 | 5 | BNP Paribas Fortis |
2 | 1 | KBC |
3 | 2 | Bank Delen |
4 | 4 | Belfius Bank |
5 | 3 | ING |
6 | Degroof Petercam | |
7 | Deutsche Bank | |
8= | ABN AMRO | |
8= | UBS | |
8= | Puilaetco Dewaay (KBL) | |
Asset Management | ||
2019 | 2018 | |
1 | 6 | BNP Paribas Fortis |
2 | 1 | KBC |
3 | 2= | Belfius Bank |
4 | 2= | Degroof Petercam |
5= | JPMorgan | |
5= | 5 | BlackRock |
7= | Aberdeen Standard Investments | |
7= | 4 | Bank Delen |
9= | Deutsche Bank | |
9= | Pimco | |
9= | Carmignac Gestion | |
Family Office Services | ||
2019 | 2018 | |
1 | 2 | Degroof Petercam |
2 | 3 | BNP Paribas Fortis |
3 | 4 | Bank Delen |
4 | 1 | KBC |
5 | 5= | Puilaetco Dewaay (KBL) |
6 | Banque de Luxembourg (Credit Mutuel - CIC Group) | |
7= | ABN AMRO | |
7= | KPMG | |
9 | Edmond de Rothschild Group | |
10= | Lombard Odier | |
10= | UBS | |
Research and Asset Allocation Advice | ||
2019 | 2018 | |
1 | 3 | BNP Paribas Fortis |
2 | 1 | KBC |
3 | ABN AMRO | |
4 | 2 | ING |
5 | Banque de Luxembourg (Credit Mutuel - CIC Group) | |
6= | Belfius Bank | |
6= | UBS | |
8 | 5= | JPMorgan |
9 | Credit Suisse | |
10= | 5= | BlackRock |
10= | Carmignac Gestion | |
10= | Degroof Petercam | |
10= | Societe Generale | |
Philanthropic Advice | ||
2019 | 2018 | |
1 | 2 | BNP Paribas Fortis |
2 | 6 | Bank Delen |
3 | 1 | Degroof Petercam |
4 | 4= | KBC |
5 | ING | |
6 | 4= | Triodos |
7= | ABN AMRO | |
7= | Banque de Luxembourg (Credit Mutuel - CIC Group) | |
7= | Credit Suisse | |
10 | Edmond de Rothschild Group | |
ESG/Social Impact Investing | ||
2019 | 2018 | |
1 | 1 | BNP Paribas Fortis |
2 | 2 | Triodos |
3 | 5 | ABN AMRO |
4= | Degroof Petercam | |
4= | 3 | KBC |
6 | ING | |
7= | 4 | Belfius Bank |
7= | BlueOrchard | |
7= | Societe Generale | |
7= | Puilaetco Dewaay (KBL) | |
International Clients | ||
2019 | 2018 | |
1 | 1 | BNP Paribas Fortis |
2 | Belfius Bank | |
3 | Bank Delen | |
4 | 2 | ING |
5 | 3 | KBC |
6= | Degroof Petercam | |
6= | Lombard Odier | |
6= | Puilaetco Dewaay (KBL) | |
9= | ABN AMRO | |
9= | AXA | |
Succession Planning Advice and Trusts | ||
2019 | 2018 | |
1 | 2 | BNP Paribas Fortis |
2 | 1 | Bank Delen |
3 | Degroof Petercam | |
4 | ABN AMRO | |
5 | ING | |
6= | Banque de Luxembourg (Credit Mutuel - CIC Group) | |
6= | 3 | KBC |
8= | Credit Suisse | |
8= | 5= | Puilaetco Dewaay (KBL) |
10= | Lombard Odier | |
10= | UBS | |
Technology | ||
2019 | 2018 | |
1 | 5 | BNP Paribas Fortis |
2 | 2 | Belfius Bank |
3 | 4 | Bank Delen |
4 | 3 | ING |
5 | 1 | KBC |
6= | Lombard Odier | |
6= | Degroof Petercam | |
6= | Puilaetco Dewaay (KBL) | |
9= | ABN AMRO | |
9= | AXA | |
top |
Brazil
Best Private Banking Services Overall | ||
2019 | 2018 | |
1 | 4 | BTG Pactual |
2 | 2 | Banco Itau |
3 | 1 | Credit Suisse |
4 | 5 | Santander |
5 | 3 | JPMorgan |
6 | Bradesco | |
7 | UBS | |
8 | Safra | |
9 | Morgan Stanley | |
10 | Citi | |
Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
2019 | 2018 | |
1 | 4 | BTG Pactual |
2 | 3 | Banco Itau |
3 | 2 | Credit Suisse |
4 | 5 | Santander |
5 | 1 | JPMorgan |
6 | Goldman Sachs | |
7 | Bradesco | |
8 | Safra | |
9 | UBS | |
10 | Morgan Stanley | |
High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
2019 | 2018 | |
1 | 3= | BTG Pactual |
2 | 1 | Banco Itau |
3 | 2 | Santander |
4 | 3= | Credit Suisse |
5 | 5 | Bradesco |
6 | UBS | |
7 | 6 | JPMorgan |
8 | XP Investimentos | |
9 | Safra | |
10 | Citi | |
Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
2019 | 2018 | |
1 | 3 | BTG Pactual |
2 | 4 | XP Investimentos |
3 | 1 | Banco Itau |
4 | 2 | Santander |
5 | Safra | |
6 | 5 | Bradesco |
7 | Banco do Brasil | |
8 | Citi | |
9 | UBS | |
10 | BNP Paribas | |
10 | Credit Suisse | |
Asset Management | ||
2019 | 2018 | |
1 | 2= | BTG Pactual |
2 | 4 | SPX Capital |
3 | 2= | Credit Suisse |
4 | Santander | |
5 | 5 | Banco Itau |
6 | Safra | |
7= | Citi | |
7= | JPMorgan | |
9 | XP Investimentos | |
10 | UBS | |
Family Office Services | ||
2019 | 2018 | |
1 | 3 | BTG Pactual |
2 | 2 | Turim |
3 | 4 | Banco Itau |
4 | 1 | Consenso |
5= | GPS Investimentos | |
5= | Santander | |
7 | 5 | Reliance (Brazil) |
8 | UBS | |
9 | Bradesco | |
10 | Goldman Sachs | |
Research and Asset Allocation Advice | ||
2019 | 2018 | |
1 | 2 | BTG Pactual |
2= | 3= | Banco Itau |
2= | 1 | Credit Suisse |
4 | Goldman Sachs | |
5 | 3= | JPMorgan |
6 | Morgan Stanley | |
7 | 6 | Santander |
8 | Citi | |
9 | XP Investimentos | |
10 | 5 | UBS |
Philanthropic Advice | ||
2019 | 2018 | |
1 | 3= | Banco Itau |
2 | 3= | JPMorgan |
3 | 2 | BTG Pactual |
4 | 6 | Santander |
5 | 5 | UBS |
6 | Goldman Sachs | |
7 | Safra | |
8 | Banco do Brasil | |
9 | Citi | |
10= | 1 | Credit Suisse |
10= | Morgan Stanley | |
ESG/Social Impact Investing | ||
2019 | 2018 | |
1 | 4 | Santander |
2 | 5= | BTG Pactual |
3 | 1 | Banco Itau |
4 | 3 | UBS |
5 | Citi | |
6= | 5= | Banco do Brasil |
6= | JPMorgan | |
8= | 2 | Bradesco |
8= | Credit Suisse | |
8= | Safra | |
International Clients | ||
2019 | 2018 | |
1 | BTG Pactual | |
2 | Banco Itau | |
3 | XP Investimentos | |
4 | 3 | Santander |
5 | 4 | UBS |
6 | Goldman Sachs | |
7 | Bradesco | |
8= | Banco do Brasil | |
8= | Morgan Stanley | |
10 | JPMorgan | |
Succession Planning Advice and Trusts | ||
2019 | 2018 | |
1 | 4 | BTG Pactual |
2 | 1 | JPMorgan |
3 | 3 | Banco Itau |
4 | 5 | UBS |
5 | Santander | |
6 | 2 | Credit Suisse |
7 | Citi | |
8 | Safra | |
9 | Bradesco | |
10= | Goldman Sachs | |
10= | XP Investimentos | |
Technology | ||
2019 | 2018 | |
1 | 4 | BTG Pactual |
2 | 1 | Banco Itau |
3 | 2 | XP Investimentos |
4 | Santander | |
5 | 3 | UBS |
6 | Goldman Sachs | |
7 | Bradesco | |
8= | Banco do Brasil | |
8= | Morgan Stanley | |
10 | JPMorgan | |
top |
Canada
Best Private Banking Services Overall | ||
2019 | 2018 | |
1 | Northwood Family Office | |
2 | 1 | RBC |
3 | 2 | TD Bank |
4 | Bank of Montreal (BMO) | |
5 | 5 | National Bank of Canada |
6 | 4 | Scotiabank |
7 | UBS | |
8 | CIBC | |
9 | Newport Private Wealth | |
10 | Citi | |
Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
2019 | 2018 | |
1 | 1 | Northwood Family Office |
2 | 2 | RBC |
3 | CIBC | |
4 | 4 | TD Bank |
5 | Bank of Montreal (BMO) | |
6= | 5 | Scotiabank |
6= | UBS | |
8 | 3 | National Bank of Canada |
9 | Newport Private Wealth | |
10 | CGOV Asset Management | |
High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
2019 | 2018 | |
1 | 1 | Northwood Family Office |
2 | 2 | RBC |
3 | 5 | TD Bank |
4 | CIBC | |
5 | 3 | Bank of Montreal (BMO) |
6 | 4 | National Bank of Canada |
7= | Newport Private Wealth | |
7= | UBS | |
9 | Raymond James | |
10 | CGOV Asset Management | |
Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
2019 | 2018 | |
1 | 1 | Northwood Family Office |
2 | 2 | RBC |
3 | CIBC | |
4 | 5 | TD Bank |
5 | 3 | Bank of Montreal (BMO) |
6 | 4 | National Bank of Canada |
7 | UBS | |
8= | Brookfield Asset Management | |
8= | HSBC | |
10 | Scotiabank | |
Asset Management | ||
2019 | 2018 | |
1 | 1 | Northwood Family Office |
2 | 4 | RBC |
3 | 2= | TD Bank |
4 | 2 | Scotiabank |
5 | CIBC | |
6 | Bank of Montreal (BMO) | |
7= | 6 | National Bank of Canada |
7= | Nexus Investment Management | |
7= | Raymond James | |
10= | Brookfield Asset Management | |
10= | 5 | Burgundy Asset Management |
10= | Pimco | |
Family Office Services | ||
2019 | 2018 | |
1 | 1 | Northwood Family Office |
2 | 2 | RBC |
3 | 6 | Bank of Montreal (BMO) |
4= | CIBC | |
4= | 3= | TD Bank |
6 | UBS | |
7 | Scotiabank | |
8 | Bell Kearns & Associates | |
9 | 3= | National Bank of Canada |
10 | Nexus Investment Management | |
Research and Asset Allocation Advice | ||
2019 | 2018 | |
1 | 2 | Northwood Family Office |
2 | 1 | RBC |
3= | 3 | Bank of Montreal (BMO) |
3= | CIBC | |
3= | 5 | TD Bank |
6 | National Bank of Canada | |
7 | UBS | |
8 | Scotiabank | |
9= | Fidelity Investments | |
9= | HSBC | |
9= | Raymond James | |
Philanthropic Advice | ||
2019 | 2018 | |
1 | 1 | Northwood Family Office |
2 | 3= | RBC |
3 | 6 | TD Bank |
4 | 3= | Scotiabank |
5 | 2 | Bank of Montreal (BMO) |
6 | CIBC | |
7= | 5 | Laurentian Bank of Canada |
7= | UBS | |
9 | Burgundy Asset Management | |
10 | Barclays | |
ESG/Social Impact Investing | ||
2019 | 2018 | |
1 | 2 | RBC |
2 | 1 | Northwood Family Office |
3 | 5 | Bank of Montreal (BMO) |
4 | 3 | TD Bank |
5 | UBS | |
6 | CIBC | |
7 | Citi | |
8 | NEI Investments | |
9= | Blackstone | |
9= | Nexus Investment Management | |
International Clients | ||
2019 | 2018 | |
1 | 1 | Northwood Family Office |
2 | RBC | |
3 | TD Bank | |
4 | Bank of Montreal (BMO) | |
5 | UBS | |
6= | CIBC | |
6= | National Bank of Canada | |
8= | AfrAsia | |
8= | Banco do Brasil | |
8= | BBVA | |
Succession Planning Advice and Trusts | ||
2019 | 2018 | |
1 | 1 | Northwood Family Office |
2 | 2 | RBC |
3 | 5 | TD Bank |
4= | 3= | Bank of Montreal (BMO) |
4= | CIBC | |
6 | Newport Private Wealth | |
7= | 3= | National Bank of Canada |
7= | UBS | |
9 | Nexus Investment Management | |
10 | CGOV Asset Management | |
Technology | ||
2019 | 2018 | |
1 | Northwood Family Office | |
2 | 2 | RBC |
3 | 1 | TD Bank |
4 | 4= | Bank of Montreal (BMO) |
5 | UBS | |
6= | CIBC | |
6= | National Bank of Canada | |
8= | AfrAsia | |
8= | Banco do Brasil | |
8= | BBVA | |
top |
Chile
Best Private Banking Services Overall | ||
2019 | 2018 | |
1 | 1 | Santander |
2 | Banco de Chile | |
3 | 4 | Banco BICE |
4 | Banco Security | |
5 | Banco de Credito e Inversiones | |
6 | Banco Itau | |
7 | 2 | JPMorgan |
8 | 3 | BTG Pactual |
9 | BBVA | |
10 | Credit Suisse | |
Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
2019 | 2018 | |
1 | 5 | Santander |
2 | Banco de Chile | |
3 | Banco Itau | |
4 | Banco BICE | |
5 | 1 | JPMorgan |
6= | Banco de Credito e Inversiones | |
6= | Banco Security | |
8 | 3 | BTG Pactual |
9 | 4 | Larrain Vial |
10 | Goldman Sachs | |
High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
2019 | 2018 | |
1 | 3 | Santander |
2 | Banco de Chile | |
3 | Banco Itau | |
4 | Banco de Credito e Inversiones | |
5 | Banco BICE | |
6 | 1 | BTG Pactual |
7= | Banco Security | |
7= | 5 | Credit Suisse |
9 | 4 | Larrain Vial |
10= | BancoEstado | |
10= | JPMorgan | |
Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
2019 | 2018 | |
1 | 1 | Santander |
2 | 3 | Banco de Chile |
3 | 5= | Banco BICE |
4 | Banco de Credito e Inversiones | |
5= | Banco Security | |
5= | 2 | BTG Pactual |
7 | BancoEstado | |
8 | 4 | Larrain Vial |
9 | 5= | Banco Itau |
10 | BBVA | |
Asset Management | ||
2019 | 2018 | |
1 | 5 | Santander |
2 | Banco de Chile | |
3 | Banco Itau | |
4 | Banco BICE | |
5 | Banco de Credito e Inversiones | |
6 | BancoEstado | |
7 | 2 | BTG Pactual |
8 | Banco Security | |
9= | 4 | BlackRock |
9= | 3 | Larrain Vial |
Family Office Services | ||
2019 | 2018 | |
1 | Santander | |
2 | Banco de Chile | |
3= | Banco BICE | |
3= | Banco Itau | |
5 | 1 | BTG Pactual |
6= | Banco Security | |
6= | 5= | Econsult |
8 | BancoEstado | |
9 | Credicorp Capital | |
10= | 5= | Larrain Vial |
10= | Picton Advisors | |
Research and Asset Allocation Advice | ||
2019 | 2018 | |
1 | 3= | Santander |
2 | Banco de Chile | |
3 | Banco BICE | |
4 | Banco Itau | |
5 | Banco de Credito e Inversiones | |
6= | 3= | BTG Pactual |
6= | 1 | JPMorgan |
8= | Banco Security | |
8= | Goldman Sachs | |
10 | BBVA | |
Philanthropic Advice | ||
2019 | 2018 | |
1 | 3 | Santander |
2 | 4 | Banco de Chile |
3 | Banco BICE | |
4 | Banco Itau | |
5 | 5 | Banco de Credito e Inversiones |
6 | BancoEstado | |
7 | Banco Security | |
8 | Credit Suisse | |
9 | 1= | UBS |
10= | Credicorp Capital | |
10= | 1= | JPMorgan |
ESG/Social Impact Investing | ||
2019 | 2018 | |
1 | 1= | Santander |
2 | 1= | Banco de Chile |
3 | Banco BICE | |
4 | Banco Itau | |
5 | 4= | Banco de Credito e Inversiones |
6 | Banco Security | |
7 | BancoEstado | |
8= | Credit Suisse | |
8= | 7 | Larrain Vial |
10 | BBVA | |
International Clients | ||
2019 | 2018 | |
1 | 3 | Santander |
2 | Banco de Chile | |
3 | Banco de Credito e Inversiones | |
4 | 5 | Banco Itau |
5 | Banco BICE | |
6 | Banco Security | |
7 | 4 | Larrain Vial |
8 | BancoEstado | |
9 | Credicorp Capital | |
10= | BBVA | |
10= | Credit Suisse | |
10= | 1 | JPMorgan |
Succession Planning Advice and Trusts | ||
2019 | 2018 | |
1 | Santander | |
2 | Banco de Chile | |
3 | Banco BICE | |
4 | Banco Itau | |
5= | Banco de Credito e Inversiones | |
5= | Banco Security | |
7 | BancoEstado | |
8 | 5 | Larrain Vial |
9 | Credit Suisse | |
10= | 4 | BTG Pactual |
10= | 1= | JPMorgan |
Technology | ||
2019 | 2018 | |
1 | 1= | Santander |
2 | Banco de Chile | |
3 | 4 | Banco de Credito e Inversiones |
4 | Banco Itau | |
5 | Banco BICE | |
6 | Banco Security | |
7 | 5 | Larrain Vial |
8 | BancoEstado | |
9 | Credicorp Capital | |
10= | BBVA | |
10= | Credit Suisse | |
10= | 3 | JPMorgan |
top |
China
Best Private Banking Services Overall | ||
2019 | 2018 | |
1 | 1 | China Merchants Bank |
2 | Credit Suisse | |
3 | 3 | Bank of China |
4 | ICBC | |
5 | BNP Paribas | |
6 | 4 | UBS |
7 | China International Capital Corporation (CICC) | |
8= | AllianceBernstein | |
8= | Bank of Shanghai | |
8= | JPMorgan | |
Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
2019 | 2018 | |
1 | 2 | China Merchants Bank |
2 | Credit Suisse | |
3 | 4 | Goldman Sachs |
4 | China International Capital Corporation (CICC) | |
5= | 1 | Agricultural Bank of China |
5= | 5 | Bank of China |
7 | BNP Paribas | |
8 | 3 | UBS |
9 | Morgan Stanley | |
10= | China CITIC Bank | |
10= | China Construction Bank | |
10= | Deutsche Bank | |
High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
2019 | 2018 | |
1 | 1 | China Merchants Bank |
2 | Credit Suisse | |
3 | ICBC | |
4= | 3 | Bank of China |
4= | China Minsheng Bank | |
4= | 5 | UBS |
7 | BNP Paribas | |
8 | Citi | |
9 | HSBC | |
10= | 4 | China CITIC Bank |
10= | OP-Pohjola Group | |
Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
2019 | 2018 | |
1 | 2 | China Merchants Bank |
2 | HSBC | |
2 | 4 | ICBC |
4 | 3 | Bank of China |
5 | UBS | |
6= | China Minsheng Bank | |
6= | Citi | |
8= | ABN AMRO | |
8= | AllianceBernstein | |
10 | Morgan Stanley | |
Asset Management | ||
2019 | 2018 | |
1 | 2 | China Merchants Bank |
2 | BlackRock | |
3 | UBS | |
4= | Blackstone | |
4= | 4 | JPMorgan |
6= | Credit Suisse | |
6= | Guotai Asset Management | |
8= | China Merchants Fund Management | |
8= | China Southern Fund Management | |
8= | Goldman Sachs | |
Family Office Services | ||
2019 | 2018 | |
1 | 1 | China Merchants Bank |
2= | Credit Suisse | |
2= | ICBC | |
4= | China International Capital Corporation (CICC) | |
4= | 3 | UBS |
6= | 4 | China CITIC Bank |
6= | Deutsche Bank | |
6= | Turicum Private Bank | |
9= | ABAX Group | |
9= | 5 | Bank of China |
9= | BlackRock | |
Research and Asset Allocation Advice | ||
2019 | 2018 | |
1 | 2 | China Merchants Bank |
2 | UBS | |
3= | 4 | Goldman Sachs |
3= | Morgan Stanley | |
5 | ICBC | |
6= | 3 | Bank of China |
6= | Deutsche Bank | |
8 | JPMorgan | |
9 | China International Capital Corporation (CICC) | |
10 | HSBC | |
Philanthropic Advice | ||
2019 | 2018 | |
1 | 1 | China Merchants Bank |
2 | Credit Suisse | |
3 | ICBC | |
4= | BNP Paribas | |
4= | 4 | UBS |
6 | Wallstreet Asset Management | |
7= | Bank of Communications | |
7= | Deutsche Bank | |
9= | 3 | Bank of China |
9= | JPMorgan | |
ESG/Social Impact Investing | ||
2019 | 2018 | |
1 | 2 | China Merchants Bank |
2 | UBS | |
3 | ICBC | |
4 | Bank of Shanghai | |
5 | China International Capital Corporation (CICC) | |
6 | Credit Suisse | |
7= | Blackstone | |
7= | China CITIC Bank | |
7= | Deutsche Bank | |
10= | 3 | Bank of China |
10= | Goldman Sachs | |
International Clients | ||
2019 | 2018 | |
1 | 1 | China Merchants Bank |
2 | ICBC | |
3 | Credit Suisse | |
4= | 5 | Bank of China |
4= | BlackRock | |
4= | China Minsheng Bank | |
4= | UBS | |
8= | Bank of Dalian | |
8= | Wellington Management | |
10= | E.Sun Commercial Bank | |
10= | Goldman Sachs | |
10= | Morgan Stanley | |
Succession Planning Advice and Trusts | ||
2019 | 2018 | |
1 | 2 | China Merchants Bank |
2 | HSBC | |
3 | 5 | Credit Suisse |
4 | ICBC | |
5 | China International Capital Corporation (CICC) | |
6 | 4 | UBS |
7 | Bank of Shanghai | |
8 | 3 | China CITIC Bank |
9 | JPMorgan | |
10= | Bank of China | |
10= | China Minsheng Bank | |
Technology | ||
2019 | 2018 | |
1 | 2 | China Merchants Bank |
2 | 4 | ICBC |
3 | Credit Suisse | |
4= | 5 | UBS |
4= | 3 | Bank of China |
4= | BlackRock | |
4= | China Minsheng Bank | |
8= | Bank of Dalian | |
8= | Wellington Management | |
10= | E.Sun Commercial Bank | |
10= | Goldman Sachs | |
10= | Morgan Stanley | |
top |
Colombia
Best Private Banking Services Overall | ||
2019 | 2018 | |
1 | 1 | JPMorgan |
2 | 4 | Bancolombia |
3 | Merrill Lynch Wealth Management | |
4= | Credit Suisse | |
4= | Davivienda | |
4= | 2 | UBS |
7 | Morgan Stanley | |
8 | Goldman Sachs | |
9 | Citi | |
10 | Ultraserfinco | |
Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
2019 | 2018 | |
1 | 1 | JPMorgan |
2 | 2 | UBS |
3 | 4= | Merrill Lynch Wealth Management |
4= | Bancolombia | |
4= | Credit Suisse | |
4= | Goldman Sachs | |
4= | Morgan Stanley | |
8= | BBVA | |
8= | Pictet | |
10 | Grupo Aval | |
High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
2019 | 2018 | |
1= | 5= | Bancolombia |
1= | Merrill Lynch Wealth Management | |
3 | 1 | UBS |
4 | Morgan Stanley | |
5 | 3 | JPMorgan |
6 | Credit Suisse | |
7= | BTG Pactual | |
7= | 2 | Citi |
7= | 4 | Davivienda |
7= | Grupo Aval | |
7= | Pictet | |
Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
2019 | 2018 | |
1 | 6 | Bancolombia |
2 | Davivienda | |
3= | 1 | Merrill Lynch Wealth Management |
3= | Morgan Stanley | |
5 | 3= | Ultraserfinco |
6 | BTG Pactual | |
7= | BBVA | |
7= | Credicorp Capital | |
7= | Credit Suisse | |
10= | Grupo Aval | |
10= | Santander | |
Asset Management | ||
2019 | 2018 | |
1 | 1 | BlackRock |
2= | Bancolombia | |
2= | 2= | JPMorgan |
4= | BBVA | |
4= | Morgan Stanley | |
6= | 9 | Banco Itau |
6= | BTG Pactual | |
6= | Credit Suisse | |
6= | Pimco | |
6= | 2= | Ultraserfinco |
Family Office Services | ||
2019 | 2018 | |
1 | 6= | Credit Suisse |
2= | 3= | WE Family Offices |
2= | Bancolombia | |
2= | 2 | JPMorgan |
5= | BBVA | |
5= | 10 | Davivienda |
7 | UBS | |
8= | Pictet | |
8= | 3= | BTG Pactual |
8= | Grupo Aval | |
Research and Asset Allocation Advice | ||
2019 | 2018 | |
1 | 3 | JPMorgan |
2 | 1 | Bancolombia |
3= | Goldman Sachs | |
3= | 5 | UBS |
5 | Credit Suisse | |
6 | Grupo Aval | |
7 | Morgan Stanley | |
8= | Pictet | |
8= | Santander | |
10 | 2 | Davivienda |
Philanthropic Advice | ||
2019 | 2018 | |
1 | JPMorgan | |
2 | 1 | Bancolombia |
3 | Davivienda | |
4 | Credit Suisse | |
5 | 8= | Merrill Lynch Wealth Management |
6 | Morgan Stanley | |
7 | Grupo Aval | |
8= | 3= | Lombard Odier |
8= | 3= | Pictet |
10 | 2 | UBS |
ESG/Social Impact Investing | ||
2019 | 2018 | |
1 | 1 | Bancolombia |
2 | JPMorgan | |
3 | Morgan Stanley | |
4= | Credit Suisse | |
4= | 4 | Davivienda |
4= | Pictet | |
7 | Citi | |
8= | BBVA | |
8= | Grupo Aval | |
8= | 7 | Ultraserfinco |
8= | 2= | UBS |
International Clients | ||
2019 | 2018 | |
1 | BBVA | |
2 | 1 | JPMorgan |
3 | Bancolombia | |
4= | Credit Suisse | |
4= | Davivienda | |
4= | Goldman Sachs | |
4= | 3 | Pictet |
8 | Grupo Aval | |
9= | Merrill Lynch Wealth Management | |
9= | Morgan Stanley | |
9= | Bank J. Safra Sarasin | |
Succession Planning Advice and Trusts | ||
2019 | 2018 | |
1 | 2 | UBS |
2 | 1 | JPMorgan |
3= | Credit Suisse | |
3= | Grupo Aval | |
5 | 3 | Bancolombia |
6= | Davivienda | |
6= | Lombard Odier | |
6= | 4 | Merrill Lynch Wealth Management |
9= | BTG Pactual | |
9= | Pictet | |
Technology | ||
2019 | 2018 | |
1 | BBVA | |
2 | 2 | JPMorgan |
3 | 3 | Bancolombia |
4= | Credit Suisse | |
4= | Davivienda | |
4= | Goldman Sachs | |
4= | Pictet | |
8 | Grupo Aval | |
9= | 4 | Merrill Lynch Wealth Management |
9= | Morgan Stanley | |
9= | Bank J. Safra Sarasin | |
top |
Croatia
Best Private Banking Services Overall | ||
2019 | 2018 | |
1 | 5 | Raiffeisen Bank International |
2 | 4 | Erste Bank |
3 | 3 | Privredna banka Zagreb (Intesa Sanpaolo) |
4 | Societe Generale | |
5 | 1 | Zagrebacka banka (UniCredit) |
6 | InterCapital | |
7= | Hrvatska Postanska Banka (HPB) | |
7= | Merrill Lynch Wealth Management | |
7= | OTP Bank | |
Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
2019 | 2018 | |
1 | 2 | Privredna banka Zagreb (Intesa Sanpaolo) |
2 | 1 | Zagrebacka banka (UniCredit) |
3 | 3 | Erste Bank |
4 | 4= | Raiffeisen Bank International |
5 | Societe Generale | |
6 | UBS | |
7 | Pictet | |
8= | Goldman Sachs | |
8= | Julius Baer | |
8= | 4= | OTP Bank |
High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
2019 | 2018 | |
1 | 2 | Privredna banka Zagreb (Intesa Sanpaolo) |
2 | 1 | Zagrebacka banka (UniCredit) |
3= | 3 | Erste Bank |
3= | 5 | Raiffeisen Bank International |
5 | InterCapital | |
6= | BNP Paribas | |
6= | EFG International | |
8= | Hypo Alpe Adria Bank | |
8= | LGT | |
8= | Societe Generale | |
8= | Standard Chartered | |
Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
2019 | 2018 | |
1 | 1 | Zagrebacka banka (UniCredit) |
2 | 3 | Privredna banka Zagreb (Intesa Sanpaolo) |
3= | 4 | Erste Bank |
3= | 5 | Raiffeisen Bank International |
5 | 2 | OTP Bank |
6 | Societe Generale | |
7 | Oddo & Cie | |
8 | Citi | |
9= | Goldman Sachs | |
9= | Hypo Alpe Adria Bank | |
Asset Management | ||
2019 | 2018 | |
1 | 1 | Zagrebacka banka (UniCredit) |
2 | 4 | InterCapital |
3 | 2= | Erste Bank |
4 | 5 | Privredna banka Zagreb (Intesa Sanpaolo) |
5 | Societe Generale | |
6= | ABN AMRO | |
6= | Deutsche Bank | |
6= | Hrvatska Postanska Banka (HPB) | |
6= | Raiffeisen Bank International | |
10= | Blackstone | |
10= | Pimco | |
Family Office Services | ||
2019 | 2018 | |
1 | 2 | Privredna banka Zagreb (Intesa Sanpaolo) |
2 | Hrvatska Postanska Banka (HPB) | |
3 | 3 | Raiffeisen Bank International |
4 | 1 | Zagrebacka banka (UniCredit) |
5= | InterCapital | |
5= | Value Partners | |
5= | UBS | |
8= | Goldman Sachs | |
8= | Morgan Stanley | |
8= | Societe Generale | |
Research and Asset Allocation Advice | ||
2019 | 2018 | |
1 | 1 | Zagrebacka banka (UniCredit) |
2= | 4 | Erste Bank |
2= | 2 | InterCapital |
4= | Raiffeisen Bank International | |
4= | Societe Generale | |
6= | Commerzbank | |
6= | Goldman Sachs | |
6= | OTP Bank | |
6= | 5 | Privredna banka Zagreb (Intesa Sanpaolo) |
10= | Hypo Alpe Adria Bank | |
10= | Pimco | |
10= | Sparkasse | |
Philanthropic Advice | ||
2019 | 2018 | |
1 | 2 | Privredna banka Zagreb (Intesa Sanpaolo) |
2 | Hrvatska Postanska Banka (HPB) | |
3= | 4 | Raiffeisen Bank International |
3= | 3 | Erste Bank |
5= | Sberbank | |
5= | Societe Generale | |
5= | ABN AMRO | |
5= | does not apply | |
5= | 5 | OTP Bank |
5= | UBS | |
ESG/Social Impact Investing | ||
2019 | 2018 | |
1 | 2 | Privredna banka Zagreb (Intesa Sanpaolo) |
2 | 3 | Erste Bank |
3 | 1 | Zagrebacka banka (UniCredit) |
4 | Hypo Alpe Adria Bank | |
5 | Societe Generale | |
6= | Oddo & Cie | |
6= | 4 | Raiffeisen Bank International |
6= | Sberbank | |
9= | CA Indosuez Wealth | |
9= | 5 | OTP Bank |
International Clients | ||
2019 | 2018 | |
1 | 2 | Privredna banka Zagreb (Intesa Sanpaolo) |
2 | 1 | Zagrebacka banka (UniCredit) |
3 | Hrvatska Postanska Banka (HPB) | |
4 | Hypo Alpe Adria Bank | |
5= | Societe Generale | |
5= | InterCapital | |
5= | UBS | |
8= | 5 | Raiffeisen Bank International |
8= | PhiTrust | |
10= | Vontobel | |
10= | LGT | |
Succession Planning Advice and Trusts | ||
2019 | 2018 | |
1 | 1 | Zagrebacka banka (UniCredit) |
2 | 3 | Erste Bank |
3 | Hrvatska Postanska Banka (HPB) | |
4 | 2 | Privredna banka Zagreb (Intesa Sanpaolo) |
5 | 4 | Raiffeisen Bank International |
6= | Nomura | |
6= | 5= | PricewaterhouseCoopers |
8= | Deloitte | |
8= | InterCapital | |
8= | Morgan & Morgan Group | |
8= | 5= | Societe Generale |
Technology | ||
2019 | 2018 | |
1 | 1 | Privredna banka Zagreb (Intesa Sanpaolo) |
2 | 2 | Zagrebacka banka (UniCredit) |
3 | Hrvatska Postanska Banka (HPB) | |
4 | Hypo Alpe Adria Bank | |
5= | UBS | |
5= | InterCapital | |
5= | Societe Generale | |
8= | PhiTrust | |
8= | 5 | Raiffeisen Bank International |
10= | LGT | |
10= | Vontobel | |
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Cyprus
Best Private Banking Services Overall | ||
2019 | 2018 | |
1 | 1 | Bank of Cyprus |
2 | 2 | Eurobank |
3 | 3 | Hellenic Bank |
4= | Cyprus Development Bank | |
4= | EFG International | |
6 | Piraeus Bank | |
7 | Barclays | |
8= | Credit Suisse | |
8= | UBS | |
10= | 5 | Alpha Bank |
10= | 4 | RCB Bank |
Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
2019 | 2018 | |
1 | 1 | Bank of Cyprus |
2 | 2 | Eurobank |
3 | 3 | Hellenic Bank |
4 | 4 | RCB Bank |
5 | EFG International | |
6 | 5 | Piraeus Bank |
7= | Credit Suisse | |
7= | Deloitte | |
9 | UBS | |
10 | AXIA Ventures Group | |
High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
2019 | 2018 | |
1 | 1 | Bank of Cyprus |
2 | 2 | Eurobank |
3 | 3 | Hellenic Bank |
4 | 4 | RCB Bank |
5 | Deloitte | |
6 | Piraeus Bank | |
7= | AXIA Ventures Group | |
7= | Barclays | |
9 | 5 | Alpha Bank |
10 | UBS | |
Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
2019 | 2018 | |
1 | 1 | Bank of Cyprus |
2 | 2 | Eurobank |
3 | 3 | Hellenic Bank |
4 | 4 | RCB Bank |
5 | UBS | |
6= | Cyprus Development Bank | |
6= | 5 | Piraeus Bank |
8 | Barclays | |
9 | AXIA Ventures Group | |
10= | Credit Suisse | |
10= | EFG International | |
Asset Management | ||
2019 | 2018 | |
1 | 1 | Bank of Cyprus |
2 | 2 | Eurobank |
3 | 3 | Hellenic Bank |
4 | Alpha Bank | |
5 | 5= | Cyprus Development Bank |
6= | 5= | AXIA Ventures Group |
6= | Credit Suisse | |
6= | RCB Bank | |
9 | Argus | |
10= | Access Capital Partners | |
10= | Bank of Singapore | |
10= | Piraeus Bank | |
10= | Societe Generale | |
10= | UBS | |
Family Office Services | ||
2019 | 2018 | |
1 | 1 | Bank of Cyprus |
2 | 2 | Eurobank |
3 | 3 | Hellenic Bank |
4 | 6 | Deloitte |
5 | PricewaterhouseCoopers | |
6 | UBS | |
7= | Barclays | |
7= | Cyprus Development Bank | |
9= | Amicorp | |
9= | EFG International | |
Research and Asset Allocation Advice | ||
2019 | 2018 | |
1 | 1 | Bank of Cyprus |
2 | 2 | Eurobank |
3 | 3 | Hellenic Bank |
4 | Credit Suisse | |
5 | 5 | Alpha Bank |
6= | Piraeus Bank | |
6= | PricewaterhouseCoopers | |
6= | UBS | |
9= | AXIA Ventures Group | |
9= | Bank of Singapore | |
Philanthropic Advice | ||
2019 | 2018 | |
1 | 1 | Bank of Cyprus |
2 | 3 | Eurobank |
3 | 2 | Hellenic Bank |
4 | Barclays | |
5= | Credit Suisse | |
5= | Deloitte | |
5= | Piraeus Bank | |
5= | PricewaterhouseCoopers | |
5= | UBS | |
10 | Advent International | |
ESG/Social Impact Investing | ||
2019 | 2018 | |
1 | 1 | Bank of Cyprus |
2 | 3 | Eurobank |
3 | 2 | Hellenic Bank |
4 | UBS | |
5 | Barclays | |
6 | Credit Suisse | |
7 | Advent International | |
8 | Deloitte | |
9= | Aegon Asset Management | |
9= | AXIA Ventures Group | |
9= | Blom Bank | |
9= | Cyprus Development Bank | |
9= | 4 | RCB Bank |
International Clients | ||
2019 | 2018 | |
1 | 1 | Bank of Cyprus |
2 | 2 | Eurobank |
3 | 3 | Hellenic Bank |
4 | 4 | RCB Bank |
5 | UBS | |
6= | Barclays | |
6= | Credit Suisse | |
8 | AXIA Ventures Group | |
9= | Access Bank | |
9= | Affin Hwang | |
9= | 5 | Alpha Bank |
9= | EFG International | |
Succession Planning Advice and Trusts | ||
2019 | 2018 | |
1 | 1 | Bank of Cyprus |
2 | 2 | Eurobank |
3 | 3 | Hellenic Bank |
4 | 5 | PricewaterhouseCoopers |
5 | UBS | |
6= | Deloitte | |
6= | 4 | RCB Bank |
8 | Credit Suisse | |
9= | Barclays | |
9= | Cyprus Development Bank | |
Technology | ||
2019 | 2018 | |
1 | 1 | Bank of Cyprus |
2 | 2 | Eurobank |
3 | 3 | Hellenic Bank |
4 | 4 | RCB Bank |
5 | UBS | |
6= | Barclays | |
6= | Credit Suisse | |
8 | AXIA Ventures Group | |
9= | Access Bank | |
9= | Affin Hwang | |
9= | 5 | Alpha Bank |
9= | EFG International | |
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Czech Republic
Best Private Banking Services Overall | ||
2019 | 2018 | |
1 | 2 | Ceska Sporitelna (Erste Bank) |
2 | 1 | CSOB (KBC) |
3 | Komercni banka (Societe Generale) | |
4 | 4= | UniCredit |
5 | Raiffeisen Bank International | |
6= | Credit Suisse | |
6= | UBS | |
8 | Oberbank | |
9 | 4= | Air Bank |
10 | Rothschild | |
Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
2019 | 2018 | |
1 | 1 | CSOB (KBC) |
2 | 5 | Ceska Sporitelna (Erste Bank) |
3= | UBS | |
3= | 6 | Komercni banka (Societe Generale) |
5 | UniCredit | |
6 | Raiffeisen Bank International | |
7 | 2= | J&T Banka |
8 | Credit Suisse | |
9= | 4 | Bank Gutmann |
9= | Oberbank | |
High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
2019 | 2018 | |
1 | 6 | Komercni banka (Societe Generale) |
2 | 4 | Ceska Sporitelna (Erste Bank) |
3 | 1 | CSOB (KBC) |
4 | 5 | UniCredit |
5= | 2= | J&T Banka |
5= | Raiffeisen Bank International | |
7 | Credit Suisse | |
8= | Bank Gutmann | |
8= | UBS | |
10= | Commerzbank | |
10= | Rothschild | |
Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
2019 | 2018 | |
1 | 1 | Ceska Sporitelna (Erste Bank) |
2 | 5 | UniCredit |
3 | 2 | CSOB (KBC) |
4 | 4 | Komercni banka (Societe Generale) |
5 | 3 | Raiffeisen Bank International |
6 | J&T Banka | |
7 | PPF Banka | |
8 | UBS | |
9= | Oberbank | |
9= | Rothschild | |
Asset Management | ||
2019 | 2018 | |
1 | Conseq | |
2 | 1 | CSOB (KBC) |
3 | 4= | Komercni banka (Societe Generale) |
4 | 2 | Ceska Sporitelna (Erste Bank) |
5 | UBS | |
6= | 6 | Amundi |
6= | UniCredit | |
8 | 4= | Raiffeisen Bank International |
9 | Credit Suisse | |
10= | Partners Group | |
10= | Patria | |
Family Office Services | ||
2019 | 2018 | |
1 | 1 | J&T Banka |
2 | UBS | |
3 | 2 | Credit Suisse |
4 | Komercni banka (Societe Generale) | |
5 | 3= | CSOB (KBC) |
6 | Ceska Sporitelna (Erste Bank) | |
7= | Bank Gutmann | |
7= | 5= | PPF Banka |
9= | 3= | Havel |
9= | UniCredit | |
Research and Asset Allocation Advice | ||
2019 | 2018 | |
1 | 4 | Komercni banka (Societe Generale) |
2 | 2 | CSOB (KBC) |
3= | Credit Suisse | |
3= | UniCredit | |
5 | 3 | Ceska Sporitelna (Erste Bank) |
6 | UBS | |
7= | 5 | FIO banka |
7= | Raiffeisen Bank International | |
7= | Rothschild | |
7= | Vontobel | |
Philanthropic Advice | ||
2019 | 2018 | |
1 | 1 | Ceska Sporitelna (Erste Bank) |
2 | UBS | |
3= | 3 | Nadace Via |
3= | Raiffeisen Bank International | |
5= | Credit Suisse | |
5= | Komercni banka (Societe Generale) | |
7 | 4= | CSOB (KBC) |
8 | UniCredit | |
9 | Rothschild | |
10 | Bank Gutmann | |
ESG/Social Impact Investing | ||
2019 | 2018 | |
1= | 2 | Komercni banka (Societe Generale) |
1= | 1 | Ceska Sporitelna (Erste Bank) |
3 | 3= | CSOB (KBC) |
4 | Credit Suisse | |
5 | 6 | UBS |
6 | UniCredit | |
7 | Rothschild | |
8= | Amundi | |
8= | Havel | |
8= | Pictet | |
8= | Raiffeisen Bank International | |
8= | Sberbank | |
International Clients | ||
2019 | 2018 | |
1 | Komercni banka (Societe Generale) | |
2 | Raiffeisen Bank International | |
3= | Air Bank | |
3= | 3 | Credit Suisse |
3= | CSOB (KBC) | |
6= | FIO banka | |
6= | UniCredit | |
6= | 5 | UBS |
9 | 2 | Ceska Sporitelna (Erste Bank) |
10 | Patria | |
Succession Planning Advice and Trusts | ||
2019 | 2018 | |
1 | 5 | Ceska Sporitelna (Erste Bank) |
2 | 1= | CSOB (KBC) |
3 | 1= | Komercni banka (Societe Generale) |
4 | 1= | Credit Suisse |
5 | 1= | UBS |
6 | UniCredit | |
7 | 6 | Rothschild |
8= | Deloitte | |
8= | JPMorgan | |
8= | LGT | |
8= | Nadace Via | |
8= | Oberbank | |
8= | Pictet | |
8= | Saxo Bank | |
Technology | ||
2019 | 2018 | |
1 | Komercni banka (Societe Generale) | |
2 | 3= | Raiffeisen Bank International |
3= | 1 | Air Bank |
3= | Credit Suisse | |
3= | 6 | CSOB (KBC) |
6= | UBS | |
6= | FIO banka | |
6= | 3= | UniCredit |
9 | Ceska Sporitelna (Erste Bank) | |
10 | Patria | |
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