Denmark
Best Private Banking Services Overall | ||
2019 | 2018 | |
1 | 2 | Danske Bank |
2= | 3 | Nordea |
2= | 1 | Nykredit |
4 | 5= | Jyske Bank |
5 | 5= | Ringkjobing Landbobank |
6 | UBS | |
7 | 4 | Sydbank |
8 | 5= | Spar Nord Bank |
9= | Svenska Handelsbanken | |
9= | SEB | |
9= | Skandiabanken | |
Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
2019 | 2018 | |
1 | 1= | Danske Bank |
2 | 3 | UBS |
3 | 1= | Nykredit |
4 | Nordea | |
5 | 5 | SEB |
6= | Goldman Sachs | |
6= | Sydbank | |
8 | Julius Baer | |
9= | Carnegie | |
9= | JPMorgan | |
9= | Skandiabanken | |
9= | Svenska Handelsbanken | |
High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
2019 | 2018 | |
1 | 2 | Danske Bank |
2 | 1 | Nordea |
3 | 4 | Nykredit |
4 | UBS | |
5 | 5 | SEB |
6= | Jyske Bank | |
6= | Saxo Bank | |
8= | Ringkjobing Landbobank | |
8= | Svenska Handelsbanken | |
10 | Sparekassen Kronjylland | |
Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
2019 | 2018 | |
1 | 2 | Danske Bank |
2 | 3 | Nordea |
3 | 1 | Nykredit |
4 | 5 | Ringkjobing Landbobank |
5 | Jyske Bank | |
6 | 4 | Sydbank |
7 | UBS | |
8 | Spar Nord Bank | |
9= | Avanza | |
9= | Svenska Handelsbanken | |
Asset Management | ||
2019 | 2018 | |
1 | 5= | Danske Bank |
2 | UBS | |
3 | 1 | Nykredit |
4 | 3= | SEB |
5= | BlackRock | |
5= | 2 | Nordea |
7 | 3= | Carnegie |
8 | Goldman Sachs | |
9= | Aberdeen Standard Investments | |
9= | Julius Baer | |
Family Office Services | ||
2019 | 2018 | |
1 | 1 | Danske Bank |
2 | 3 | UBS |
3 | 4 | Nykredit |
4 | 2 | Nordea |
5 | Rothschild | |
6 | Goldman Sachs | |
7 | UBP | |
8= | HSBC | |
8= | JPMorgan | |
8= | Lombard Odier | |
8= | Merrill Lynch Wealth Management | |
8= | PricewaterhouseCoopers | |
8= | The Family Office Co. | |
Research and Asset Allocation Advice | ||
2019 | 2018 | |
1 | 2 | Danske Bank |
2 | 1 | Nordea |
3 | 3 | Nykredit |
4 | 5 | Goldman Sachs |
5= | Credit Suisse | |
5= | Merrill Lynch Wealth Management | |
7= | Julius Baer | |
7= | SEB | |
9 | BNP Paribas | |
10 | UBS | |
Philanthropic Advice | ||
2019 | 2018 | |
1 | 1 | Nordea |
2 | 3= | Danske Bank |
3 | 3= | Credit Suisse |
4 | 2 | Nykredit |
5 | Rothschild | |
6 | 3= | UBS |
7 | UBP | |
8= | Jyske Bank | |
8= | Merrill Lynch Wealth Management | |
8= | Pictet | |
ESG/Social Impact Investing | ||
2019 | 2018 | |
1 | 3 | Danske Bank |
2 | 1 | Nordea |
3 | 4 | Jyske Bank |
4 | 2 | Nykredit |
5 | UBS | |
6 | Rothschild | |
7 | UBP | |
8= | Julius Baer | |
8= | SEB | |
10= | Credito Agricola | |
10= | ING | |
10= | JPMorgan | |
10= | Pictet | |
10= | Schroders | |
International Clients | ||
2019 | 2018 | |
1 | 2 | Danske Bank |
2 | Nykredit | |
3 | 1 | Nordea |
4= | Credit Suisse | |
4= | 4 | Jyske Bank |
6= | Morgan Stanley | |
6= | Nordnet | |
6= | 3 | UBS |
9 | Spar Nord Bank | |
10= | JPMorgan | |
10= | Svenska Handelsbanken | |
Succession Planning Advice and Trusts | ||
2019 | 2018 | |
1 | 2 | Danske Bank |
2 | 1 | Nordea |
3 | 4 | Nykredit |
4 | 5 | Jyske Bank |
5 | UBS | |
6 | Rothschild | |
7 | 3 | Sydbank |
8 | UBP | |
9 | SEB | |
10= | ABN AMRO | |
10= | HSBC | |
10= | Pictet | |
Technology | ||
2019 | 2018 | |
1 | 1 | Danske Bank |
2 | 2 | Nykredit |
3 | Nordea | |
4= | Credit Suisse | |
4= | 3 | Jyske Bank |
6= | UBS | |
6= | Morgan Stanley | |
6= | Nordnet | |
9 | Spar Nord Bank | |
10= | JPMorgan | |
10= | Svenska Handelsbanken | |
top |
Finland
Best Private Banking Services Overall | ||
2019 | 2018 | |
1 | 1 | Nordea |
2 | Taaleritehdas | |
3 | OP-Pohjola Group | |
4 | Danske Bank | |
5= | 2 | Evli |
5= | 3 | SEB |
7 | Svenska Handelsbanken | |
8= | Alandsbanken | |
8= | FIM | |
8= | Saastopankki (Finland) | |
Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
2019 | 2018 | |
1 | 2 | Nordea |
2 | 3 | OP-Pohjola Group |
3 | SEB | |
4 | Evli | |
5 | Danske Bank | |
6 | Alandsbanken | |
7 | FIM | |
8= | Credit Suisse | |
8= | Deutsche Bank | |
10= | JPMorgan | |
10= | Korkia Asset Management Oy | |
10= | UBP | |
10= | 1 | UBS |
High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
2019 | 2018 | |
1 | 2 | SEB |
2 | 1 | Nordea |
3 | 4 | OP-Pohjola Group |
4= | 5= | Danske Bank |
4= | Svenska Handelsbanken | |
6 | Taaleritehdas | |
7= | Alandsbanken | |
7= | 3 | Evli |
7= | United Bankers | |
10= | Credit Suisse | |
10= | FIM | |
Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
2019 | 2018 | |
1 | Nordea | |
2= | 5 | Alandsbanken |
2= | 3 | OP-Pohjola Group |
4= | 4 | Danske Bank |
4= | SEB | |
4= | Taaleritehdas | |
7 | Saastopankki (Finland) | |
8= | Aktia | |
8= | Svenska Handelsbanken | |
10= | Deutsche Bank | |
10= | Korkia Asset Management Oy | |
10= | LahiTapiola | |
Asset Management | ||
2019 | 2018 | |
1 | 1 | Nordea |
2 | 5 | Danske Bank |
3 | 2 | SEB |
4 | OP-Pohjola Group | |
5= | 3 | Evli |
5= | Taaleritehdas | |
7 | FIM | |
8 | Deutsche Bank | |
9= | Aktia | |
9= | EQ | |
Family Office Services | ||
2019 | 2018 | |
1 | 2 | Nordea |
2= | OP-Pohjola Group | |
2= | 5 | SEB |
4 | Alandsbanken | |
5= | FIM | |
5= | Taaleritehdas | |
7= | 1 | Aval Family Office |
7= | Credit Suisse | |
7= | 3 | UBS |
10 | Aktia | |
Research and Asset Allocation Advice | ||
2019 | 2018 | |
1 | 1= | Nordea |
2 | 6= | SEB |
3= | 5 | Aktia |
3= | 4 | OP-Pohjola Group |
5 | 3 | Danske Bank |
6 | Svenska Handelsbanken | |
7 | 1= | Evli |
8 | Nordnet | |
9 | United Bankers | |
10= | Carnegie | |
10= | Credit Suisse | |
10= | JPMorgan | |
10= | Merrill Lynch Wealth Management | |
10= | Saastopankki (Finland) | |
Philanthropic Advice | ||
2019 | 2018 | |
1 | 3 | Aktia |
2 | 1 | Alandsbanken |
3 | Nordea | |
4 | 4 | Credit Suisse |
5 | 2 | UBS |
6= | Danske Bank | |
6= | OP-Pohjola Group | |
8 | 5 | SEB |
9= | FIM | |
9= | Taaleritehdas | |
ESG/Social Impact Investing | ||
2019 | 2018 | |
1 | 4 | SEB |
2 | 2 | Nordea |
3 | OP-Pohjola Group | |
4 | Danske Bank | |
5= | 1 | Alandsbanken |
5= | 5 | Evli |
7= | 3 | Aktia |
7= | Svenska Handelsbanken | |
9 | Taaleritehdas | |
10 | RobecoSAM | |
International Clients | ||
2019 | 2018 | |
1 | 2 | Nordea |
2= | 5= | Danske Bank |
2= | Nordnet | |
4 | Evli | |
5 | OP-Pohjola Group | |
6 | S-Pankki | |
7= | 3 | SEB |
7= | Taaleritehdas | |
9 | Credit Suisse | |
10= | 1 | UBS |
10= | Personal Capital | |
10= | Saxo Bank | |
Succession Planning Advice and Trusts | ||
2019 | 2018 | |
1 | Aktia | |
2 | Nordea | |
3 | 5= | OP-Pohjola Group |
4 | Alandsbanken | |
5 | 5= | UBS |
6 | 5= | Danske Bank |
7 | Credit Suisse | |
8 | FIM | |
9 | Taaleritehdas | |
10= | 3= | Aval Family Office |
10= | LahiTapiola | |
10= | PricewaterhouseCoopers | |
Technology | ||
2019 | 2018 | |
1 | Nordea | |
2= | 5 | Danske Bank |
2= | 6 | Nordnet |
4 | 1 | Evli |
5 | 2= | OP-Pohjola Group |
6 | S-Pankki | |
7= | SEB | |
7= | Taaleritehdas | |
9 | Credit Suisse | |
10= | 2= | UBS |
10= | Personal Capital | |
10= | Saxo Bank | |
France | ||
Best Private Banking Services Overall | ||
2019 | 2018 | |
1 | 1 | BNP Paribas |
2 | 2 | Rothschild |
3 | 4 | JPMorgan |
4 | 3 | UBS |
5 | Credit Suisse | |
6 | Societe Generale | |
7 | Oddo & Cie | |
8 | 5 | Credit Mutuel - CIC Group |
9= | Edmond de Rothschild Group | |
9= | HSBC | |
9= | Neuflize OBC (ABN AMRO) | |
Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
2019 | 2018 | |
1 | 1 | JPMorgan |
2 | 2 | BNP Paribas |
3 | 3 | Rothschild |
4 | 4 | UBS |
5 | Credit Suisse | |
6 | Pictet | |
7= | Goldman Sachs | |
7= | Societe Generale | |
9= | 5 | Edmond de Rothschild Group |
9= | HSBC | |
High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
2019 | 2018 | |
1 | 1 | BNP Paribas |
2 | 2 | Rothschild |
3 | 3 | UBS |
4 | 6= | Credit Suisse |
5 | JPMorgan | |
6= | Credit Mutuel - CIC Group | |
6= | 6= | HSBC |
8 | 6= | Societe Generale |
9= | Deutsche Bank | |
9= | 4= | Neuflize OBC (ABN AMRO) |
Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
2019 | 2018 | |
1 | 1 | BNP Paribas |
2 | 2 | Societe Generale |
3 | Credit Suisse | |
4= | Rothschild | |
4= | 4= | UBS |
6 | Neuflize OBC (ABN AMRO) | |
7 | Oddo & Cie | |
8 | Credit Agricole | |
8 | 6 | HSBC |
10 | AXA | |
Asset Management | ||
2019 | 2018 | |
1 | 3 | Amundi |
2 | JPMorgan | |
3 | 2 | BlackRock |
4 | 1 | BNP Paribas |
5 | Pictet | |
6= | Deutsche Bank | |
6= | Oddo & Cie | |
8 | 4 | AXA |
9= | Credit Suisse | |
9= | Rothschild | |
Family Office Services | ||
2019 | 2018 | |
1 | 1 | Rothschild |
2 | 2 | BNP Paribas |
3 | Credit Suisse | |
4 | Lombard Odier | |
5 | 3 | JPMorgan |
6 | 5= | UBS |
7 | 5= | Pictet |
8= | HSBC | |
8= | Oddo & Cie | |
10= | AXA | |
10= | Neuflize OBC (ABN AMRO) | |
Research and Asset Allocation Advice | ||
2019 | 2018 | |
1 | 5 | JPMorgan |
2 | 1 | BNP Paribas |
3 | UBS | |
4 | Credit Suisse | |
5 | Morgan Stanley | |
6 | Rothschild | |
7 | Oddo & Cie | |
8 | Deutsche Bank | |
9 | 2 | Pictet |
10= | AXA | |
10= | 4 | Goldman Sachs |
10= | 3 | Societe Generale |
Philanthropic Advice | ||
2019 | 2018 | |
1 | 1 | BNP Paribas |
2 | 2 | Neuflize OBC (ABN AMRO) |
3 | 5= | Rothschild |
4 | Oddo & Cie | |
5 | JPMorgan | |
6 | 5= | Credit Suisse |
7 | 4 | UBS |
8 | Edmond de Rothschild Group | |
9= | ABN AMRO | |
9= | Charities Aid Foundation (CAF) | |
9= | HSBC | |
9= | Mirabaud | |
9= | 3 | Pictet |
9= | Santander | |
9= | UBP | |
ESG/Social Impact Investing | ||
2019 | 2018 | |
1 | 1 | BNP Paribas |
2 | Credit Suisse | |
3 | ABN AMRO | |
4 | 3 | Pictet |
5= | 4 | HSBC |
5= | JPMorgan | |
5= | Oddo & Cie | |
5= | UBS | |
9 | 2 | Societe Generale |
10= | Neuflize OBC (ABN AMRO) | |
10= | Rothschild | |
International Clients | ||
2019 | 2018 | |
1 | 2 | BNP Paribas |
2 | 5 | JPMorgan |
3 | Credit Suisse | |
4= | 1 | HSBC |
4= | 4 | Pictet |
6 | UBS | |
7 | Deutsche Bank | |
8= | BlackRock | |
8= | Lombard Odier | |
10 | Avaloq | |
Succession Planning Advice and Trusts | ||
2019 | 2018 | |
1 | 2 | BNP Paribas |
2 | 3= | Rothschild |
3 | 1 | UBS |
4= | 5 | JPMorgan |
4= | 6= | Neuflize OBC (ABN AMRO) |
6 | 3= | Credit Suisse |
7 | Pictet | |
8 | 6= | HSBC |
9 | ABN AMRO | |
10= | 6= | Edmond de Rothschild Group |
10= | Lazard | |
10= | Societe Generale | |
Technology | ||
2019 | 2018 | |
1 | 1 | BNP Paribas |
2 | JPMorgan | |
3 | 3= | Credit Suisse |
4= | 3= | UBS |
4= | HSBC | |
4= | Pictet | |
7 | Deutsche Bank | |
8= | BlackRock | |
8= | 5 | Lombard Odier |
10 | Avaloq | |
top |
France
Best Private Banking Services Overall | ||
2019 | 2018 | |
1 | 1 | BNP Paribas |
2 | 2 | Rothschild |
3 | 4 | JPMorgan |
4 | 3 | UBS |
5 | Credit Suisse | |
6 | Societe Generale | |
7 | Oddo & Cie | |
8 | 5 | Credit Mutuel - CIC Group |
9= | Edmond de Rothschild Group | |
9= | HSBC | |
9= | Neuflize OBC (ABN AMRO) | |
Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
2019 | 2018 | |
1 | 1 | JPMorgan |
2 | 2 | BNP Paribas |
3 | 3 | Rothschild |
4 | 4 | UBS |
5 | Credit Suisse | |
6 | Pictet | |
7= | Goldman Sachs | |
7= | Societe Generale | |
9= | 5 | Edmond de Rothschild Group |
9= | HSBC | |
High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
2019 | 2018 | |
1 | 1 | BNP Paribas |
2 | 2 | Rothschild |
3 | 3 | UBS |
4 | 6= | Credit Suisse |
5 | JPMorgan | |
6= | Credit Mutuel - CIC Group | |
6= | 6= | HSBC |
8 | 6= | Societe Generale |
9= | Deutsche Bank | |
9= | 4= | Neuflize OBC (ABN AMRO) |
Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
2019 | 2018 | |
1 | 1 | BNP Paribas |
2 | 2 | Societe Generale |
3 | Credit Suisse | |
4= | Rothschild | |
4= | 4= | UBS |
6 | Neuflize OBC (ABN AMRO) | |
7 | Oddo & Cie | |
8 | Credit Agricole | |
8 | 6 | HSBC |
10 | AXA | |
Asset Management | ||
2019 | 2018 | |
1 | 3 | Amundi |
2 | JPMorgan | |
3 | 2 | BlackRock |
4 | 1 | BNP Paribas |
5 | Pictet | |
6= | Deutsche Bank | |
6= | Oddo & Cie | |
8 | 4 | AXA |
9= | Credit Suisse | |
9= | Rothschild | |
Family Office Services | ||
2019 | 2018 | |
1 | 1 | Rothschild |
2 | 2 | BNP Paribas |
3 | Credit Suisse | |
4 | Lombard Odier | |
5 | 3 | JPMorgan |
6 | 5= | UBS |
7 | 5= | Pictet |
8= | HSBC | |
8= | Oddo & Cie | |
10= | AXA | |
10= | Neuflize OBC (ABN AMRO) | |
Research and Asset Allocation Advice | ||
2019 | 2018 | |
1 | 5 | JPMorgan |
2 | 1 | BNP Paribas |
3 | UBS | |
4 | Credit Suisse | |
5 | Morgan Stanley | |
6 | Rothschild | |
7 | Oddo & Cie | |
8 | Deutsche Bank | |
9 | 2 | Pictet |
10= | AXA | |
10= | 4 | Goldman Sachs |
10= | 3 | Societe Generale |
Philanthropic Advice | ||
2019 | 2018 | |
1 | 1 | BNP Paribas |
2 | 2 | Neuflize OBC (ABN AMRO) |
3 | 5= | Rothschild |
4 | Oddo & Cie | |
5 | JPMorgan | |
6 | 5= | Credit Suisse |
7 | 4 | UBS |
8 | Edmond de Rothschild Group | |
9= | ABN AMRO | |
9= | Charities Aid Foundation (CAF) | |
9= | HSBC | |
9= | Mirabaud | |
9= | 3 | Pictet |
9= | Santander | |
9= | UBP | |
ESG/Social Impact Investing | ||
2019 | 2018 | |
1 | 1 | BNP Paribas |
2 | Credit Suisse | |
3 | ABN AMRO | |
4 | 3 | Pictet |
5= | 4 | HSBC |
5= | JPMorgan | |
5= | Oddo & Cie | |
5= | UBS | |
9 | 2 | Societe Generale |
10= | Neuflize OBC (ABN AMRO) | |
10= | Rothschild | |
International Clients | ||
2019 | 2018 | |
1 | 2 | BNP Paribas |
2 | 5 | JPMorgan |
3 | Credit Suisse | |
4= | 1 | HSBC |
4= | 4 | Pictet |
6 | UBS | |
7 | Deutsche Bank | |
8= | BlackRock | |
8= | Lombard Odier | |
10 | Avaloq | |
Succession Planning Advice and Trusts | ||
2019 | 2018 | |
1 | 2 | BNP Paribas |
2 | 3= | Rothschild |
3 | 1 | UBS |
4= | 5 | JPMorgan |
4= | 6= | Neuflize OBC (ABN AMRO) |
6 | 3= | Credit Suisse |
7 | Pictet | |
8 | 6= | HSBC |
9 | ABN AMRO | |
10= | 6= | Edmond de Rothschild Group |
10= | Lazard | |
10= | Societe Generale | |
Technology | ||
2019 | 2018 | |
1 | 1 | BNP Paribas |
2 | JPMorgan | |
3 | 3= | Credit Suisse |
4= | 3= | UBS |
4= | HSBC | |
4= | Pictet | |
7 | Deutsche Bank | |
8= | BlackRock | |
8= | 5 | Lombard Odier |
10 | Avaloq | |
top |
Germany
Best Private Banking Services Overall | ||
2019 | 2018 | |
1 | 1 | UBS |
2 | 2 | Deutsche Bank |
3 | Julius Baer | |
4= | 3 | Berenberg Bank |
4= | 6= | Pictet |
6= | 4= | Bethmann Bank (ABN AMRO) |
6= | Metzler | |
8= | 6= | JPMorgan |
8= | Oddo & Cie | |
10 | Goldman Sachs | |
Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
2019 | 2018 | |
1 | 1 | UBS |
2 | 2 | Deutsche Bank |
3 | 3= | Goldman Sachs |
4 | 6= | JPMorgan |
5 | 3= | Pictet |
6 | 5 | Metzler |
7 | Credit Suisse | |
8 | Julius Baer | |
9 | BNP Paribas | |
10= | 6= | Berenberg Bank |
10= | Flossbach von Storch | |
10= | UniCredit | |
High Net Worth clients (US$ 5 million to US$ 30 million) | ||
2019 | 2018 | |
1 | 1= | UBS |
2 | 1= | Deutsche Bank |
3 | 4 | Metzler |
4 | 5= | Julius Baer |
5= | Bethmann Bank (ABN AMRO) | |
5= | JPMorgan | |
5= | Pictet | |
8= | 3 | Berenberg Bank |
8= | UniCredit | |
10= | BNP Paribas | |
10= | Flossbach von Storch | |
Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
2019 | 2018 | |
1 | 1 | Deutsche Bank |
2 | 3 | UBS |
3= | 4 | Metzler |
3= | UniCredit | |
5 | 2 | Commerzbank |
6 | Julius Baer | |
7 | 5 | Berenberg Bank |
8= | Bethmann Bank (ABN AMRO) | |
8= | Credit Suisse | |
10 | JPMorgan | |
Asset Management | ||
2019 | 2018 | |
1 | 1 | Deutsche Bank |
2 | 2 | BlackRock |
3 | 3 | UBS |
4= | 5 | JPMorgan |
4= | 4 | Pictet |
6= | Allianz | |
6= | BNP Paribas | |
8= | Flossbach von Storch | |
8= | Morgan Stanley | |
8= | UniCredit | |
Family Office Services | ||
2019 | 2018 | |
1 | 1 | Deutsche Bank |
2= | 4 | HQ Trust |
2= | 2 | UBS |
4 | Oddo & Cie | |
5= | Hartz Regehr & Partner | |
5= | JPMorgan | |
7 | Goldman Sachs | |
8 | M.M.Warburg & CO | |
9 | UniCredit | |
10 | Metzler | |
Research and Asset Allocation Advice | ||
2019 | 2018 | |
1 | 3 | JPMorgan |
2 | 1 | Deutsche Bank |
3 | 2 | UBS |
4 | 4= | Goldman Sachs |
5 | Berenberg Bank | |
6 | 4= | Bethmann Bank (ABN AMRO) |
7 | Morgan Stanley | |
8= | BlackRock | |
8= | Merrill Lynch Wealth Management | |
10= | Commerzbank | |
10= | DZ Bank | |
10= | Exane | |
10= | Flossbach von Storch | |
Philanthropic Advice | ||
2019 | 2018 | |
1 | 2 | Deutsche Bank |
2 | 1 | UBS |
3 | Credit Suisse | |
4= | Bethmann Bank (ABN AMRO) | |
4= | UniCredit | |
6 | JPMorgan | |
7 | LBBW | |
8 | Bank J. Safra Sarasin | |
9 | Commerzbank | |
10= | Amundi | |
10= | 5 | Berenberg Bank |
10= | 4 | Pictet |
10= | Zurcher Kantonalbank | |
ESG/Social Impact Investing | ||
2019 | 2018 | |
1= | 2 | UBS |
1= | 1 | Deutsche Bank |
3= | Bethmann Bank (ABN AMRO) | |
3= | Credit Suisse | |
3= | 3 | Pictet |
3= | UniCredit | |
7 | Bank J. Safra Sarasin | |
8 | JPMorgan | |
9 | Bankhaus Lampe | |
10= | Allianz | |
10= | BlackRock | |
10= | Hauck & Aufhauser | |
10= | Julius Baer | |
International Clients | ||
2019 | 2018 | |
1 | 2 | Deutsche Bank |
2 | 1 | UBS |
3 | Commerzbank | |
4 | 4 | JPMorgan |
5= | Bethmann Bank (ABN AMRO) | |
5= | 5 | Goldman Sachs |
7 | UniCredit | |
8 | 3 | HSBC |
9= | HQ Trust | |
9= | ING | |
Succession Planning Advice and Trusts | ||
2019 | 2018 | |
1 | 1 | Deutsche Bank |
2 | 2 | UBS |
3 | 3= | Bethmann Bank (ABN AMRO) |
4 | Credit Suisse | |
5 | UniCredit | |
6= | HQ Trust | |
6= | M.M.Warburg & CO | |
8= | Feri | |
8= | 3= | HSBC |
8= | JPMorgan | |
8= | 5 | Metzler |
8= | Oddo & Cie | |
Technology | ||
2019 | 2018 | |
1 | 1 | Deutsche Bank |
2 | 2 | UBS |
3 | 3 | Commerzbank |
4 | JPMorgan | |
5= | Bethmann Bank (ABN AMRO) | |
5= | 4 | Goldman Sachs |
7 | 5= | UniCredit |
8 | 5= | HSBC |
9= | 5= | HQ Trust |
9= | ING | |
top |
Greece
Best Private Banking Services Overall | ||
2019 | 2018 | |
1 | 2 | Credit Suisse |
2 | 3 | UBS |
3 | 1 | JPMorgan |
4= | EFG International | |
4= | 5 | Eurobank |
6= | Berenberg Bank | |
6= | Citi | |
8 | 4 | National Bank of Greece |
9= | Alpha Bank | |
9= | Julius Baer | |
Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
2019 | 2018 | |
1 | 3 | Credit Suisse |
2 | 2 | UBS |
3 | 1 | JPMorgan |
4 | EFG International | |
5 | Berenberg Bank | |
6= | Citi | |
6= | Eurobank | |
8 | Deutsche Bank | |
9= | 5 | Goldman Sachs |
9= | 4 | National Bank of Greece |
9= | Pictet | |
High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
2019 | 2018 | |
1 | 1 | Credit Suisse |
2 | 2 | UBS |
3 | EFG International | |
4 | Deutsche Bank | |
5= | 4 | Eurobank |
5= | JPMorgan | |
7= | 3 | National Bank of Greece |
7= | Pictet | |
9= | 5 | Julius Baer |
9= | Morgan Stanley | |
Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
2019 | 2018 | |
1 | EFG International | |
2 | 2 | Credit Suisse |
3 | 6 | Eurobank |
4 | UBS | |
5 | 1 | National Bank of Greece |
6 | Deutsche Bank | |
7 | 3= | Julius Baer |
8= | BNP Paribas | |
8= | Morgan Stanley | |
8= | 3= | Piraeus Bank |
Asset Management | ||
2019 | 2018 | |
1= | 1= | Pictet |
1= | Pimco | |
3 | BlackRock | |
4= | 5 | Credit Suisse |
4= | 7 | Eurobank |
4= | 4 | JPMorgan |
7= | Amundi | |
7= | EFG International | |
9 | BNP Paribas | |
10 | Deutsche Bank | |
Family Office Services | ||
2019 | 2018 | |
1 | 2 | Credit Suisse |
2= | EFG International | |
2= | 1 | UBS |
4 | Coutts | |
5 | 3 | Eurobank |
6 | Deutsche Bank | |
7= | Barclays | |
7= | Citi | |
7= | 4= | JPMorgan |
10= | ABN AMRO | |
10= | Berenberg Bank | |
10= | Midas Asset Management | |
10= | National Bank of Greece | |
Research and Asset Allocation Advice | ||
2019 | 2018 | |
1 | 2 | Credit Suisse |
2 | 1 | UBS |
3 | Lombard Odier | |
4= | 4= | Deutsche Bank |
4= | 7 | Eurobank |
4= | 3 | JPMorgan |
4= | 4= | National Bank of Greece |
8= | ABN AMRO | |
8= | EFG International | |
10= | Barclays | |
10= | BlackRock | |
10= | Citi | |
Philanthropic Advice | ||
2019 | 2018 | |
1= | ABN AMRO | |
1= | Credit Suisse | |
3 | 1 | UBS |
4= | Coutts | |
4= | Julius Baer | |
6 | JPMorgan | |
7 | Barclays | |
8= | Allianz | |
8= | Berenberg Bank | |
8= | Pictet | |
ESG/Social Impact Investing | ||
2019 | 2018 | |
1 | Credit Suisse | |
2 | 1 | UBS |
3 | BNP Paribas | |
4 | Citi | |
5= | BlackRock | |
5= | Deutsche Bank | |
7= | ABN AMRO | |
7= | Barclays | |
7= | Berenberg Bank | |
7= | Blackstone | |
7= | Zurcher Kantonalbank | |
International Clients | ||
2019 | 2018 | |
1 | 1= | UBS |
2 | Credit Suisse | |
3 | ABN AMRO | |
4= | BBVA | |
4= | 1= | JPMorgan |
6= | BNP Paribas | |
6= | 4= | Citi |
8= | Berenberg Bank | |
8= | EFG International | |
8= | Franklin Templeton Investments | |
8= | HSBC | |
8= | Pictet | |
8= | 4= | Piraeus Bank |
Succession Planning Advice and Trusts | ||
2019 | 2018 | |
1 | 2 | Credit Suisse |
2 | 1 | UBS |
3 | JPMorgan | |
4 | Barclays | |
5 | ABN AMRO | |
6 | Pictet | |
7 | Citi | |
8= | Coutts | |
8= | EFG International | |
10= | BBVA | |
10= | BNP Paribas | |
10= | Deutsche Bank | |
10= | Societe Generale | |
Technology | ||
2019 | 2018 | |
1 | 1 | UBS |
2 | 5 | Credit Suisse |
3 | ABN AMRO | |
4= | BBVA | |
4= | JPMorgan | |
6= | BNP Paribas | |
6= | Citi | |
8= | Berenberg Bank | |
8= | EFG International | |
8= | Franklin Templeton Investments | |
8= | HSBC | |
8= | Pictet | |
8= | 4 | Piraeus Bank |
top |
Guernsey
Best Private Banking Services Overall | ||
2019 | 2018 | |
1 | 2 | Julius Baer |
2= | Butterfield Bank | |
2= | 4= | Investec |
2= | Skipton International | |
5= | Deutsche Bank | |
5= | Rothschild | |
7= | Canaccord Genuity | |
7= | Societe Generale | |
9= | Cazenove Capital (Schroders) | |
9= | Bank J. Safra Sarasin | |
9= | Northern Trust | |
Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
2019 | 2018 | |
1 | 2 | Rothschild |
2 | 3 | Julius Baer |
3 | 4= | RBC |
4= | ABN AMRO | |
4= | JPMorgan | |
4= | Lloyds Bank | |
4= | 4= | RBS |
4= | 6 | Societe Generale |
4= | UBS | |
10= | BNP Paribas | |
10= | Canaccord Genuity | |
10= | Cazenove Capital (Schroders) | |
10= | Skipton International | |
High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
2019 | 2018 | |
1 | Julius Baer | |
2 | Societe Generale | |
3 | Butterfield Bank | |
4 | Schroders | |
5 | Canaccord Genuity | |
6= | Deutsche Bank | |
6= | EFG International | |
8= | Barclays | |
8= | Bank J. Safra Sarasin | |
8= | Skipton International | |
8= | UBS | |
Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
2019 | 2018 | |
1 | Canaccord Genuity | |
2= | Bank J. Safra Sarasin | |
2= | UBS | |
4= | EFG International | |
4= | 1 | HSBC |
6= | Northern Trust | |
6= | RBC | |
6= | RBS | |
9= | 2 | ABN AMRO |
9= | 5= | BNP Paribas |
9= | 5= | Investec |
9= | Ravenscroft | |
Asset Management | ||
2019 | 2018 | |
1 | 2= | Julius Baer |
2= | Butterfield Bank | |
2= | 9= | Canaccord Genuity |
2= | HSBC | |
2= | JPMorgan | |
2= | 2= | Ravenscroft |
7 | RBC | |
8= | 1 | ABN AMRO |
8= | Lloyds Bank | |
8= | Rabobank | |
8= | 4= | Rothschild |
8= | Schroders | |
Family Office Services | ||
2019 | 2018 | |
1 | 3 | Rothschild |
2 | Butterfield Bank | |
3= | Deutsche Bank | |
3= | EFG International | |
3= | HSBC | |
3= | Investec | |
3= | 2 | RBC |
3= | Trust Corporation of the Channel Islands | |
9= | Acquitaine Trust | |
9= | BNP Paribas | |
9= | Northern Trust | |
9= | Bank J. Safra Sarasin | |
Research and Asset Allocation Advice | ||
2019 | 2018 | |
1= | 2= | Barclays |
1= | JPMorgan | |
1= | Julius Baer | |
4 | 4 | HSBC |
5= | ABN AMRO | |
5= | Investec | |
7 | Deutsche Bank | |
8= | BNP Paribas | |
8= | Cazenove Capital (Schroders) | |
8= | First Rand Bank | |
8= | 1 | Ravenscroft |
8= | Societe Generale | |
Philanthropic Advice | ||
2019 | 2018 | |
1 | Julius Baer | |
2 | Bank J. Safra Sarasin | |
3 | JPMorgan | |
4= | Butterfield Bank | |
4= | First Rand Bank | |
4= | 5= | HSBC |
4= | Northern Trust | |
4= | Praxis | |
4= | Rawlinson & Hunter | |
10= | 4 | Deutsche Bank |
10= | EFG International | |
10= | Investec | |
10= | Lloyds Bank | |
ESG/Social Impact Investing | ||
2019 | 2018 | |
1 | Julius Baer | |
2= | ABN AMRO | |
2= | JPMorgan | |
4= | BNP Paribas | |
4= | Goldman Sachs | |
4= | Investec | |
4= | Bank J. Safra Sarasin | |
4= | Northern Trust | |
4= | Skipton International | |
10= | Butterfield Bank | |
10= | EFG International | |
10= | RBC | |
International Clients | ||
2019 | 2018 | |
1 | 1 | HSBC |
2 | Praxis | |
3 | Butterfield Bank | |
4 | 5 | RBS |
5= | ABN AMRO | |
5= | BDO International | |
5= | EFG International | |
5= | First Rand Bank | |
5= | 4 | Lloyds Bank |
10 | Skipton International | |
Succession Planning Advice and Trusts | ||
2019 | 2018 | |
1 | 2 | intertrust |
2= | 4= | Butterfield Bank |
2= | Praxis | |
4= | BNP Paribas | |
4= | Capita | |
4= | FirstRand Bank (CI) | |
4= | 7= | Rawlinson & Hunter |
4= | Rothschild | |
9= | BDO International | |
9= | Deutsche Bank | |
9= | Nerine | |
Technology | ||
2019 | 2018 | |
1= | 3= | HSBC |
1= | Praxis | |
3 | Butterfield Bank | |
4 | 2 | RBS |
5= | ABN AMRO | |
5= | BDO International | |
5= | EFG International | |
5= | First Rand Bank | |
5= | Lloyds Bank | |
10 | 3= | Skipton International |
top |
Hong Kong
Best Private Banking Services Overall | ||
2019 | 2018 | |
1 | 1 | UBS |
2 | 2 | Credit Suisse |
3= | Citi | |
3= | Hang Seng Bank | |
5 | 3 | BNP Paribas |
6= | 5 | JPMorgan |
6= | Maybank | |
8 | 4 | HSBC |
9 | Julius Baer | |
10= | ABN AMRO | |
10= | DBS Bank | |
10= | LGT | |
Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
2019 | 2018 | |
1 | 2 | JPMorgan |
2 | 1 | UBS |
3 | 3 | Goldman Sachs |
4 | Credit Suisse | |
5 | 4 | BNP Paribas |
6 | Hang Seng Bank | |
7 | Citi | |
8 | ICBC | |
9 | Bank of China | |
10 | LGT | |
High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
2019 | 2018 | |
1 | 2 | Credit Suisse |
2 | 1 | UBS |
3= | 3 | BNP Paribas |
3= | 4 | HSBC |
5 | Hang Seng Bank | |
6= | China Construction Bank | |
6= | DBS Bank | |
6= | Julius Baer | |
9 | China CITIC Bank | |
10= | 5 | Citi |
10= | LGT | |
Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
2019 | 2018 | |
1 | Citi | |
2 | Hang Seng Bank | |
3= | 3 | BNP Paribas |
3= | UBS | |
5 | 4 | Bank of Singapore |
6 | 2 | DBS Bank |
7 | 1 | HSBC |
8 | LGT | |
9 | Julius Baer | |
10 | Bank of China | |
Asset Management | ||
2019 | 2018 | |
1 | 3 | BlackRock |
2 | 1 | JPMorgan |
3 | UBS | |
4 | 4= | BNP Paribas |
5 | 4= | Fidelity Investments |
6 | Credit Suisse | |
7= | Allianz | |
7= | Schroders | |
9= | AllianceBernstein | |
9= | Franklin Templeton Investments | |
9= | Hang Seng Bank | |
9= | Lombard Odier | |
9= | Morgan Stanley | |
9= | Value Partners | |
Family Office Services | ||
2019 | 2018 | |
1 | 1 | UBS |
2 | 2 | Credit Suisse |
3 | 5 | BNP Paribas |
4 | 4 | HSBC |
5 | Rothschild | |
6= | 3 | JPMorgan |
6= | LGT | |
8= | Lombard Odier | |
8= | China CITIC Bank | |
8= | EFG International | |
Research and Asset Allocation Advice | ||
2019 | 2018 | |
1 | Morgan Stanley | |
2 | 2 | UBS |
3 | 1 | Goldman Sachs |
4 | 3 | JPMorgan |
5= | Citi | |
5= | 5 | Credit Suisse |
7 | HSBC | |
8 | Hang Seng Bank | |
9 | 4 | BNP Paribas |
10= | ABAX Group | |
10= | Bank of China | |
10= | BlackRock | |
10= | DBS Bank | |
10= | Bank J. Safra Sarasin | |
10= | Standard Chartered | |
Philanthropic Advice | ||
2019 | 2018 | |
1 | 1 | UBS |
2 | 3 | HSBC |
3 | 4 | Credit Suisse |
4 | 2 | JPMorgan |
5= | 5 | BNP Paribas |
5= | Citi | |
7= | Hang Seng Bank | |
7= | Lombard Odier | |
9= | EFG International | |
9= | Standard Chartered | |
ESG/Social Impact Investing | ||
2019 | 2018 | |
1 | 1 | UBS |
2 | 4 | JPMorgan |
3 | Standard Chartered | |
4 | Deutsche Bank | |
5 | Citi | |
6= | 2 | BNP Paribas |
6= | China Construction Bank | |
6= | 3 | Credit Suisse |
9 | 5 | HSBC |
10= | BlackRock | |
10= | EFG International | |
10= | Goldman Sachs | |
10= | Hang Seng Bank | |
International Clients | ||
2019 | 2018 | |
1 | 3= | UBS |
2 | 1 | HSBC |
3= | 3= | Credit Suisse |
3= | DBS Bank | |
5 | 2 | Citi |
6= | 6 | Bank of China |
6= | Deutsche Bank | |
8 | JPMorgan | |
9= | 5 | BNP Paribas |
9= | Standard Chartered | |
Succession Planning Advice and Trusts | ||
2019 | 2018 | |
1 | 2 | UBS |
2 | 1 | HSBC |
3 | 3 | Credit Suisse |
4 | 4 | JPMorgan |
5 | 5 | BNP Paribas |
5 | Citi | |
7 | LGT | |
8 | Rothschild | |
9= | Bank of China | |
9= | ICBC | |
Technology | ||
2019 | 2018 | |
1 | 1 | UBS |
2 | 2 | HSBC |
3= | 3 | Credit Suisse |
3= | 5 | DBS Bank |
5 | 4 | Citi |
6= | Bank of China | |
6= | Deutsche Bank | |
8 | JPMorgan | |
9= | BNP Paribas | |
9= | Standard Chartered | |
top |
Hungary
Best Private Banking Services Overall | ||
2019 | 2018 | |
1 | 1 | Hold Asset management (former Concorde Asset Management ) |
2 | 2= | OTP Bank |
3= | Bank Gutmann | |
3= | Raiffeisen Bank International | |
5 | UniCredit | |
6 | CIB Bank (Intesa Sanpaolo) | |
7 | MKB Bank | |
8 | Erste Bank | |
9= | Concorde | |
9= | K&H Bank (KBC) | |
Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
2019 | 2018 | |
1 | 1 | Bank Gutmann |
2 | Hold Asset management (former Concorde Asset Management ) | |
3 | 5 | UniCredit |
4 | 6 | OTP Bank |
5 | UBS | |
6 | 3= | Raiffeisen Bank International |
7 | Credit Suisse | |
8= | Aegon Asset Management | |
8= | K&H Bank (KBC) | |
10= | Erste Bank | |
10= | Merrill Lynch Wealth Management | |
High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
2019 | 2018 | |
1 | Hold Asset management (former Concorde Asset Management ) | |
2 | 1 | OTP Bank |
3 | 2 | CIB Bank (Intesa Sanpaolo) |
4 | Raiffeisen Bank International | |
5 | 3 | Bank Gutmann |
6= | UniCredit | |
6= | K&H Bank (KBC) | |
8 | Erste Bank | |
9 | Credit Suisse | |
10 | Vontobel | |
Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
2019 | 2018 | |
1 | 1 | Hold Asset management (former Concorde Asset Management ) |
2= | CIB Bank (Intesa Sanpaolo) | |
2= | UniCredit | |
4 | 4 | Raiffeisen Bank International |
5 | 3 | Erste Bank |
6 | 2 | OTP Bank |
7 | Bank Gutmann | |
8 | K&H Bank (KBC) | |
9= | Concorde | |
9= | Concorde Hungary | |
9= | LGT | |
9= | MKB Bank | |
9= | Vontobel | |
Asset Management | ||
2019 | 2018 | |
1 | Hold Asset management (former Concorde Asset Management ) | |
2 | 2= | Aegon Asset Management |
3= | 2= | OTP Bank |
3= | Raiffeisen Bank International | |
5 | Erste Bank | |
6 | 4 | CIB Bank (Intesa Sanpaolo) |
7 | K&H Bank (KBC) | |
8= | Bank Gutmann | |
8= | Credit Suisse | |
10 | UniCredit | |
Family Office Services | ||
2019 | 2018 | |
1 | 2 | Bank Gutmann |
2= | 4= | Hold Asset management (former Concorde Asset Management ) |
2= | Raiffeisen Bank International | |
2= | UniCredit | |
5 | 1 | PricewaterhouseCoopers |
6= | Credit Suisse | |
6= | OTP Bank | |
8 | RSM DTM | |
9 | Vontobel | |
10 | 4= | EY |
Research and Asset Allocation Advice | ||
2019 | 2018 | |
1= | 2 | OTP Bank |
1= | UniCredit | |
3 | 4 | Erste Bank |
4 | Goldman Sachs | |
5= | Credit Suisse | |
5= | Hold Asset management (former Concorde Asset Management ) | |
5= | Raiffeisen Bank International | |
5= | UBS | |
9= | Bank Gutmann | |
9= | Merrill Lynch Wealth Management | |
9= | MKB Bank | |
Philanthropic Advice | ||
2019 | 2018 | |
1= | 5= | MKB Bank |
1= | 4 | Raiffeisen Bank International |
3 | UniCredit | |
4= | Bank Gutmann | |
4= | 2 | OTP Bank |
6= | BloChamps Capital | |
6= | 1 | CIB Bank (Intesa Sanpaolo) |
6= | Vontobel | |
9= | Aegon Asset Management | |
9= | Deutsche Bank | |
ESG/Social Impact Investing | ||
2019 | 2018 | |
1 | 5 | Erste Bank |
2 | UBS | |
3 | Credit Suisse | |
4= | Bank Gutmann | |
4= | Portus Buda Group | |
6 | 3 | OTP Bank |
7= | Aegon Asset Management | |
7= | K&H Bank (KBC) | |
7= | 2 | Raiffeisen Bank International |
10 | CIB Bank (Intesa Sanpaolo) | |
International Clients | ||
2019 | 2018 | |
1 | 5= | OTP Bank |
2 | 3= | Erste Bank |
3 | 2 | Raiffeisen Bank International |
4 | 1 | CIB Bank (Intesa Sanpaolo) |
5 | UniCredit | |
6 | 3= | MKB Bank |
7 | 5= | Bank Gutmann |
8 | Budapest Bank | |
9= | ING | |
9= | mBank (Commerzbank) | |
9= | Vontobel | |
Succession Planning Advice and Trusts | ||
2019 | 2018 | |
1 | 3= | Bank Gutmann |
2 | 3= | Hold Asset management (former Concorde Asset Management ) |
3 | RSM DTM | |
4 | 1 | PricewaterhouseCoopers |
5 | Deloitte | |
6 | OTP Bank | |
7 | UniCredit | |
8= | Aegon Asset Management | |
8= | Erste Bank | |
10= | Citi | |
10= | 6 | MKB Bank |
Technology | ||
2019 | 2018 | |
1 | 1 | OTP Bank |
2 | 3 | Erste Bank |
3 | 2 | Raiffeisen Bank International |
4 | 4 | CIB Bank (Intesa Sanpaolo) |
5 | UniCredit | |
6 | 5 | MKB Bank |
7 | Bank Gutmann | |
8 | Budapest Bank | |
9= | ING | |
9= | mBank (Commerzbank) | |
9= | Vontobel | |
top |
India
Best Private Banking Services Overall | ||
2019 | 2018 | |
1 | 1 | Kotak Mahindra |
2 | 2 | IIFL Private Wealth Management |
3 | Julius Baer | |
4 | 3 | HDFC |
5 | 4 | ICICI Bank |
6 | Edelweiss Capital | |
7= | Citi | |
7= | State Bank of India | |
9 | Aditya Birla Group | |
10= | ABN AMRO | |
10= | Motilal Oswal Financial Services | |
Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
2019 | 2018 | |
1 | 1 | Kotak Mahindra |
2 | 2 | IIFL Private Wealth Management |
3 | Julius Baer | |
4 | 4 | Citi |
5 | Motilal Oswal Financial Services | |
6 | Edelweiss Capital | |
7 | Aditya Birla Group | |
8 | ABN AMRO | |
9= | Barclays | |
9= | ICICI Bank | |
High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
2019 | 2018 | |
1 | 3 | Kotak Mahindra |
2 | Julius Baer | |
3 | 2 | IIFL Private Wealth Management |
4 | Citi | |
5 | 6 | Edelweiss Capital |
6= | 1 | HDFC |
6= | 4= | ICICI Bank |
8= | Deutsche Bank | |
8= | Motilal Oswal Financial Services | |
10= | Aditya Birla Group | |
10= | Barclays | |
Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
2019 | 2018 | |
1 | 5= | Kotak Mahindra |
2 | 3 | IIFL Private Wealth Management |
3 | Citi | |
4 | 2 | HDFC |
5 | 1 | ICICI Bank |
6 | Julius Baer | |
7 | ABN AMRO | |
8= | Motilal Oswal Financial Services | |
8= | Edelweiss Capital | |
10= | L&T Finance | |
10= | AXIS Bank | |
Asset Management | ||
2019 | 2018 | |
1 | 1 | HDFC |
2 | 2 | ICICI Bank |
3 | 3 | Franklin Templeton Investments |
4 | 4 | Kotak Mahindra |
5 | Edelweiss Capital | |
6= | 5 | Aditya Birla Group |
6= | IIFL Private Wealth Management | |
8 | State Bank of India | |
9= | L&T Finance | |
9= | Motilal Oswal Financial Services | |
Family Office Services | ||
2019 | 2018 | |
1 | 3 | Kotak Mahindra |
2 | 1 | IIFL Private Wealth Management |
3 | Julius Baer | |
4 | 4 | Waterfield Advisors |
5= | 2 | Avendus |
5= | Client Associates | |
7= | ASK Wealth Advisors | |
7= | Edelweiss Capital | |
9 | ICICI Bank | |
10 | Credit Suisse | |
Research and Asset Allocation Advice | ||
2019 | 2018 | |
1 | 3 | Kotak Mahindra |
2 | Julius Baer | |
3 | 1= | IIFL Private Wealth Management |
4 | 1= | Motilal Oswal Financial Services |
5 | Edelweiss Capital | |
6 | Citi | |
7 | ASK Wealth Advisors | |
8= | Credit Suisse | |
8= | 4 | ICICI Bank |
10 | AXIS Bank | |
Philanthropic Advice | ||
2019 | 2018 | |
1 | 3 | Kotak Mahindra |
2 | Julius Baer | |
3 | 5 | ICICI Bank |
4 | IIFL Private Wealth Management | |
5 | AXIS Bank | |
6 | Edelweiss Capital | |
7 | 2 | HDFC |
8= | ABN AMRO | |
8= | Motilal Oswal Financial Services | |
10 | Citi | |
ESG/Social Impact Investing | ||
2019 | 2018 | |
1 | Julius Baer | |
2 | 2 | Kotak Mahindra |
3 | IIFL Private Wealth Management | |
4 | 4 | ICICI Bank |
5 | 1 | HDFC |
6= | Citi | |
6= | Aberdeen Standard Investments | |
6= | Aditya Birla Group | |
9= | Motilal Oswal Financial Services | |
9= | State Bank of India | |
9= | Yes Bank | |
International Clients | ||
2019 | 2018 | |
1 | Julius Baer | |
2 | IIFL Private Wealth Management | |
3 | Kotak Mahindra | |
4 | 3 | Citi |
5 | 2 | ICICI Bank |
6 | 1 | HDFC |
7 | Edelweiss Capital | |
8 | Aditya Birla Group | |
9= | 4 | HSBC |
9= | Morgan Stanley | |
9= | State Bank of India | |
Succession Planning Advice and Trusts | ||
2019 | 2018 | |
1 | 1 | IIFL Private Wealth Management |
2 | 2 | Kotak Mahindra |
3 | Julius Baer | |
4 | Edelweiss Capital | |
5 | 5= | ICICI Bank |
6 | Motilal Oswal Financial Services | |
7 | Barclays | |
8= | Aditya Birla Group | |
8= | Avendus | |
10 | Vistra | |
Technology | ||
2019 | 2018 | |
1 | Julius Baer | |
2 | 3 | IIFL Private Wealth Management |
3 | 4 | Kotak Mahindra |
4 | 5 | Citi |
5 | 1 | ICICI Bank |
6 | 2 | HDFC |
7 | Edelweiss Capital | |
8 | Aditya Birla Group | |
9= | HSBC | |
9= | Morgan Stanley | |
9= | State Bank of India | |
top |
Indonesia
Best Private Banking Services Overall | ||
2019 | 2018 | |
1 | DBS Bank | |
2 | 4= | Bank of Singapore |
3 | 1 | Bank Mandiri |
4 | 6= | Credit Suisse |
5 | 3 | Citi |
6 | BNP Paribas | |
7= | 4= | Bank Central Asia |
7= | Julius Baer | |
9 | Bank Rakyat Indonesia | |
10 | Deutsche Bank | |
Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
2019 | 2018 | |
1 | DBS Bank | |
2 | 2 | Credit Suisse |
3 | 3 | Citi |
4= | BNI | |
4= | BNP Paribas | |
6= | Bank Central Asia | |
6= | Deutsche Bank | |
8= | 5 | Bank Mandiri |
8= | Standard Chartered | |
10= | Bank of Singapore | |
10= | Julius Baer | |
10= | Lippo Bank | |
10= | Pictet | |
High Net Worth clients (US$ 5 million to US$ 30 million) | ||
2019 | 2018 | |
1 | Citi | |
2 | 1= | DBS Bank |
3 | Credit Suisse | |
4= | 4 | Bank Central Asia |
4= | 1= | Bank of Singapore |
6 | 3 | Bank Mandiri |
7 | Standard Chartered | |
8= | BNI | |
8= | 5 | HSBC |
10 | Julius Baer | |
Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
2019 | 2018 | |
1 | 1= | DBS Bank |
2 | 3 | Bank Mandiri |
3= | 4 | Bank Central Asia |
3= | 1= | Bank of Singapore |
5 | BNP Paribas | |
6= | Bank Rakyat Indonesia | |
6= | Standard Chartered | |
6= | UOB | |
9 | UBS | |
10= | 6= | Citi |
10= | Julius Baer | |
Asset Management | ||
2019 | 2018 | |
1 | BNP Paribas | |
2 | Schroders | |
3 | 1 | Aberdeen Standard Investments |
4 | 2 | Fidelity Investments |
5 | 3 | Franklin Templeton Investments |
6= | Bank of Singapore | |
6= | BlackRock | |
6= | Manulife Financial | |
6= | Pimco | |
10= | Goldman Sachs | |
10= | Investec | |
10= | Renaissance | |
Family Office Services | ||
2019 | 2018 | |
1 | 2 | Bank Mandiri |
2 | BNP Paribas | |
3= | 4= | Bank Central Asia |
3= | BNI | |
5= | 4= | Bank Danamon Indonesia |
5= | Citco | |
5= | Deutsche Bank | |
5= | Pictet | |
5= | UBS | |
10= | DBS Bank | |
10= | Goldman Sachs | |
10= | 1 | HSBC |
Research and Asset Allocation Advice | ||
2019 | 2018 | |
1 | BNP Paribas | |
2= | 7 | Bank Central Asia |
2= | 1= | Bank Mandiri |
4= | Bank of Singapore | |
4= | Bank Rakyat Indonesia | |
4= | 3= | DBS Bank |
4= | PricewaterhouseCoopers | |
8= | EY | |
8= | JPMorgan | |
8= | Lippo Bank | |
8= | Morgan Stanley | |
8= | 8= | Schroders |
Philanthropic Advice | ||
2019 | 2018 | |
1 | 7= | Credit Suisse |
2= | 1 | Bank Danamon Indonesia |
2= | 2= | Bank Mandiri |
4= | 2= | UBS |
4= | BNI | |
4= | HSBC | |
7 | 7= | DBS Bank |
8= | Bank Central Asia | |
8= | Bank of Singapore | |
8= | 7= | Schroders |
8= | Standard Chartered | |
ESG/Social Impact Investing | ||
2019 | 2018 | |
1 | 2 | Bank Central Asia |
2 | 1 | Bank Mandiri |
3 | 5 | DBS Bank |
4= | UBS | |
4= | BNI | |
4= | HSBC | |
7= | Pictet | |
7= | Schroders | |
7= | Standard Chartered | |
10= | Bank Danamon Indonesia | |
10= | Deutsche Bank | |
International Clients | ||
2019 | 2018 | |
1 | DBS Bank | |
2 | 1 | Bank Mandiri |
3 | Credit Suisse | |
4 | 3= | Bank Central Asia |
5 | Bank Rakyat Indonesia | |
6 | Standard Chartered | |
7= | BBVA | |
7= | 2 | Citi |
7= | Morgan Stanley | |
10 | Commonwealth Bank | |
Succession Planning Advice and Trusts | ||
2019 | 2018 | |
1 | 4= | Bank Rakyat Indonesia |
2= | BNP Paribas | |
2= | 2 | Credit Suisse |
4 | BNI | |
5= | UBS | |
5= | 6 | Bank Central Asia |
7= | Citco | |
7= | Pictet | |
7= | Schroders | |
10= | Bank Danamon Indonesia | |
10= | Bank of Singapore | |
10= | 4= | Citi |
10= | ||
Technology | ||
2019 | 2018 | |
1 | 1 | DBS Bank |
2 | 3 | Bank Mandiri |
3 | Credit Suisse | |
4 | 2 | Bank Central Asia |
5 | Bank Rakyat Indonesia | |
6 | Standard Chartered | |
7= | BBVA | |
7= | 5 | Citi |
7= | Morgan Stanley | |
10 | Commonwealth Bank | |
top |
Israel
Best Private Banking Services Overall | ||
2019 | 2018 | |
1 | 3= | Credit Suisse |
2 | 2 | UBS |
3= | ABN AMRO | |
3= | 1= | JPMorgan |
3= | 5= | Julius Baer |
3= | 9= | LGT |
7= | 5= | Pictet |
7= | Rothschild | |
9 | HSBC | |
10= | AXIA Ventures Group | |
10= | 3= | Citi |
10= | Goldman Sachs | |
Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
2019 | 2018 | |
1 | 1= | JPMorgan |
2 | 5 | Credit Suisse |
3= | 3 | Goldman Sachs |
3= | 1= | UBS |
5= | Bank Leumi | |
5= | HSBC | |
5= | Rothschild | |
8= | ABN AMRO | |
8= | Bank Hapoalim | |
8= | LGT | |
High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
2019 | 2018 | |
1 | Credit Suisse | |
2 | 1 | Julius Baer |
3 | 2 | UBS |
4 | 5 | LGT |
5= | ABN AMRO | |
5= | Pictet | |
5= | Rothschild | |
8 | HSBC | |
9= | Bank Hapoalim | |
9= | Bank Leumi | |
9= | Fidelity Bank | |
9= | JPMorgan | |
Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
2019 | 2018 | |
1 | Credit Suisse | |
2 | 1 | Julius Baer |
3 | UBS | |
4 | 6= | Bank Hapoalim |
5 | ABN AMRO | |
6 | 3= | Citi |
7 | 9= | Pictet |
8= | Edmond de Rothschild Group | |
8= | 9= | Lombard Odier |
8= | 6= | Rothschild |
8= | 6= | UBP |
8= | Zurcher Kantonalbank | |
Asset Management | ||
2019 | 2018 | |
1 | 4= | JPMorgan |
2 | Credit Suisse | |
3 | ABN AMRO | |
4 | HSBC | |
5= | 1 | BlackRock |
5= | CSC Bank | |
5= | Goldman Sachs | |
5= | Vontobel | |
9 | Aberdeen Standard Investments | |
10= | Barings | |
10= | 2 | Blackstone |
10= | Citi | |
10= | LGT | |
10= | Pictet | |
10= | Zurcher Kantonalbank | |
Family Office Services | ||
2019 | 2018 | |
1 | 1 | Credit Suisse |
2 | 3= | JPMorgan |
3 | 6= | UBS |
4 | HSBC | |
5 | Bank Hapoalim | |
6= | Banco Itau | |
6= | Citi | |
6= | 5 | Julius Baer |
6= | LGT | |
10= | ABN AMRO | |
10= | Bank Leumi | |
Research and Asset Allocation Advice | ||
2019 | 2018 | |
1 | Credit Suisse | |
2 | 1 | JPMorgan |
3 | 2= | Pictet |
4 | 6= | UBS |
5= | Bank of Singapore | |
5= | 10 | BlackRock |
5= | 6= | Deutsche Bank |
5= | Investec | |
5= | LGT | |
10= | ABN AMRO | |
10= | 2 | Bank Hapoalim |
10= | Goldman Sachs | |
10= | 2= | HSBC |
Philanthropic Advice | ||
2019 | 2018 | |
1 | 3= | Credit Suisse |
2 | 2 | UBS |
3= | 7= | JPMorgan |
3= | 3= | Julius Baer |
3= | 1 | Pictet |
6= | 11= | Bank Hapoalim |
6= | Citi | |
6= | Hyperion Family Office | |
6= | 11= | Vontobel |
6= | Zurcher Kantonalbank | |
ESG/Social Impact Investing | ||
2019 | 2018 | |
1 | 2 | Credit Suisse |
2 | JPMorgan | |
3 | 3 | UBS |
4 | HSBC | |
5= | ABLV Bank | |
5= | 4 | Bank Hapoalim |
5= | 1 | Pictet |
8= | ABN AMRO | |
8= | 5= | Bank Leumi |
8= | LGT | |
8= | Rothschild | |
International Clients | ||
2019 | 2018 | |
1 | 1 | Credit Suisse |
2 | 2 | JPMorgan |
3 | 3 | UBS |
4 | Goldman Sachs | |
5 | Deutsche Bank | |
6= | ABAX Group | |
6= | ABN AMRO | |
6= | 4 | HSBC |
6= | Pictet | |
10= | Addenda Capital | |
10= | Bank Leumi | |
10= | LGT | |
Succession Planning Advice and Trusts | ||
2019 | 2018 | |
1 | 3= | Credit Suisse |
2 | JPMorgan | |
3 | 2 | UBS |
4 | 3= | Julius Baer |
5= | ABLV Bank | |
5= | Bank Hapoalim | |
5= | LGT | |
8= | ABN AMRO | |
8= | Arab Banking Corporation (ABC) | |
8= | Bank Leumi | |
Technology | ||
2019 | 2018 | |
1 | 2= | Credit Suisse |
2 | 2= | JPMorgan |
3 | 1 | UBS |
4 | 9= | Goldman Sachs |
5 | Deutsche Bank | |
6= | ABAX Group | |
6= | ABN AMRO | |
6= | HSBC | |
6= | 4= | Pictet |
10= | Addenda Capital | |
10= | Bank Leumi | |
10= | LGT | |
top |
Italy
Best Private Banking Services Overall | ||
2019 | 2018 | |
1 | 1 | UBS |
2 | 2 | JPMorgan |
3 | 3 | Intesa Sanpaolo |
4 | Credit Suisse | |
5 | 5= | Goldman Sachs |
6 | 5= | UniCredit |
7 | BNL-BNP Paribas | |
8= | Deutsche Bank | |
8= | Kairos | |
8= | 4 | Pictet |
Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
2019 | 2018 | |
1 | 1 | UBS |
2 | 2 | JPMorgan |
3 | 3 | Goldman Sachs |
4 | 5 | Credit Suisse |
5= | Intesa Sanpaolo | |
5= | 4 | Pictet |
7 | Kairos | |
8= | Morgan Stanley | |
8= | UniCredit | |
10 | ABN AMRO | |
High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
2019 | 2018 | |
1 | 1 | UBS |
2 | Credit Suisse | |
3 | 3 | Intesa Sanpaolo |
4 | 2 | JPMorgan |
5 | Mediobanca | |
6 | Pictet | |
7 | UniCredit | |
8 | Deutsche Bank | |
9 | BNL-BNP Paribas | |
10 | UBI Banca | |
Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
2019 | 2018 | |
1 | Intesa Sanpaolo | |
2 | UniCredit | |
3 | BNL-BNP Paribas | |
4 | UBI Banca | |
5 | UBS | |
6 | Banca Generali | |
7 | Credit Suisse | |
8= | Credit Agricole | |
8= | Fineco bank | |
10 | Banca Aletti | |
Asset Management | ||
2019 | 2018 | |
1 | 1 | Pictet |
2 | 4 | BlackRock |
3 | 2= | M&G Investments |
4= | 2= | JPMorgan |
4= | 5 | Kairos |
6 | Intesa Sanpaolo | |
7= | Deutsche Bank | |
7= | Vontobel | |
9 | 6 | UBS |
10 | Fidelity Investments | |
Family Office Services | ||
2019 | 2018 | |
1 | 1 | UBS |
2 | Credit Suisse | |
3 | 2 | JPMorgan |
4 | 3 | Mediobanca |
5= | Banor SIM | |
5= | Intesa Sanpaolo | |
5= | UniCredit | |
8 | 5= | Banca Profilo |
9 | 5= | Four Partners Advisory |
10 | Azimut | |
Research and Asset Allocation Advice | ||
2019 | 2018 | |
1 | 2 | JPMorgan |
2 | 3 | Goldman Sachs |
3 | 1 | UBS |
4= | 5 | Credit Suisse |
4= | Morgan Stanley | |
6 | 4 | Kairos |
7 | Intesa Sanpaolo | |
8 | Pictet | |
8 | Societe Generale | |
10 | Cordusio SIM | |
Philanthropic Advice | ||
2019 | 2018 | |
1 | 1 | UBS |
2 | BNL-BNP Paribas | |
3 | 3= | JPMorgan |
4 | 3= | UniCredit |
5 | 5 | Intesa Sanpaolo |
6= | Banca Etica | |
6= | Pictet | |
8 | 6= | Credit Suisse |
9= | 2 | Banca Esperia |
9= | Credit Agricole | |
ESG/Social Impact Investing | ||
2019 | 2018 | |
1 | UBS | |
2 | 1 | Intesa Sanpaolo |
3 | BNL-BNP Paribas | |
4 | Pictet | |
5 | 3 | UniCredit |
6 | 5= | Kairos |
7= | 4 | Banca Etica |
7= | 2 | UBI Banca |
9= | Credit Agricole | |
9= | Julius Baer | |
International Clients | ||
2019 | 2018 | |
1 | Fineco bank | |
2 | 2 | JPMorgan |
3 | 1 | UBS |
4= | BlackRock | |
4= | UniCredit | |
6 | Mediobanca | |
7 | Intesa Sanpaolo | |
8 | 3 | Credit Suisse |
9 | Pictet | |
10 | Banca Esperia | |
Succession Planning Advice and Trusts | ||
2019 | 2018 | |
1 | Credit Suisse | |
2= | 1 | UBS |
2= | UniCredit | |
4 | Intesa Sanpaolo | |
5 | 6 | JPMorgan |
6 | 2= | Banca Generali |
7= | 5 | Banca Aletti |
7= | Mediobanca | |
9 | Cordusio SIM | |
10 | 7 | Pictet |
Technology | ||
2019 | 2018 | |
1 | 1 | Fineco bank |
2 | 6= | JPMorgan |
3 | 2 | UBS |
4 | BlackRock | |
5= | Mediobanca | |
5= | 4= | UniCredit |
7 | 3 | Intesa Sanpaolo |
8 | 4= | Credit Suisse |
9 | 6= | Pictet |
10 | Banca Esperia | |
top |
Japan
Best Private Banking Services Overall | ||
2019 | 2018 | |
1 | 1 | Mitsubishi UFJ Morgan Stanley PB Securities |
2 | 3 | UBS |
3 | 2 | Credit Suisse |
4 | SMBC | |
5 | 5 | Nomura |
6 | 4 | Mizuho |
7= | HSBC | |
7= | Morgan Stanley | |
9= | Goldman Sachs | |
9= | Sumitomo Mitsui Trust Bank | |
Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
2019 | 2018 | |
1 | 1 | Mitsubishi UFJ Morgan Stanley PB Securities |
2 | 3 | UBS |
3 | 2 | Credit Suisse |
4 | SMBC | |
5 | 4 | Nomura |
6 | 5 | Mizuho |
7 | Sumitomo Mitsui Trust Bank | |
8 | Lombard Odier | |
9 | Morgan Stanley | |
10 | Goldman Sachs | |
High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
2019 | 2018 | |
1 | 1 | Mitsubishi UFJ Morgan Stanley PB Securities |
2 | 3 | UBS |
3 | 2 | Credit Suisse |
4 | SMBC | |
5 | 4 | Nomura |
6 | 5 | Mizuho |
7= | Citi | |
7= | HSBC | |
7= | JPMorgan | |
10= | Daiwa Securities | |
10= | Sumitomo Mitsui Trust Bank | |
Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
2019 | 2018 | |
1 | 1 | Mitsubishi UFJ Morgan Stanley PB Securities |
2 | 3 | UBS |
3 | 5 | Credit Suisse |
4 | 2 | Nomura |
5 | 4 | SMBC |
6 | Mizuho | |
7 | Sumitomo Mitsui Trust Bank | |
8 | Daiwa Securities | |
9 | Citi | |
10 | HSBC | |
Asset Management | ||
2019 | 2018 | |
1 | 1 | Mitsubishi UFJ Morgan Stanley PB Securities |
2 | Fidelity Investments | |
3 | Credit Suisse | |
4= | 4= | BlackRock |
4= | 2 | Nomura |
6 | UBS | |
7 | Pimco | |
8= | 3 | Morgan Stanley |
8= | Nikko Asset Management | |
10 | Mizuho | |
Family Office Services | ||
2019 | 2018 | |
1 | 1 | Mitsubishi UFJ Morgan Stanley PB Securities |
2 | Credit Suisse | |
3= | UBS | |
3= | Nomura | |
5 | Lombard Odier | |
6 | SMBC | |
7 | HSBC | |
8 | 4 | Mizuho |
9 | Goldman Sachs | |
10 | Standard Chartered | |
Research and Asset Allocation Advice | ||
2019 | 2018 | |
1 | 2 | Mitsubishi UFJ Morgan Stanley PB Securities |
2 | 1 | Nomura |
3 | UBS | |
4 | 5= | Credit Suisse |
5 | JPMorgan | |
6 | Morgan Stanley | |
7 | SMBC | |
8 | 5= | Citi |
9= | HSBC | |
9= | 4 | Mizuho |
Philanthropic Advice | ||
2019 | 2018 | |
1 | 1 | Mitsubishi UFJ Morgan Stanley PB Securities |
2 | 3 | Credit Suisse |
3 | UBS | |
4 | SMBC | |
5 | Nomura | |
6= | Mizuho | |
6= | Morgan Stanley | |
8 | 5= | JPMorgan |
9 | Merrill Lynch Wealth Management | |
10 | Comgest | |
ESG/Social Impact Investing | ||
2019 | 2018 | |
1 | 1 | Mitsubishi UFJ Morgan Stanley PB Securities |
2 | UBS | |
3 | 2= | Credit Suisse |
4 | 2= | Nomura |
5= | BNP Paribas | |
5= | 4 | Daiwa Securities |
7 | Standard Chartered | |
8= | Goldman Sachs | |
8= | 5 | Mizuho |
8= | 6= | SMBC |
International Clients | ||
2019 | 2018 | |
1 | 2 | Mitsubishi UFJ Morgan Stanley PB Securities |
2 | 5 | Nomura |
3 | 1 | Credit Suisse |
4 | 3 | UBS |
5 | SMBC | |
6 | 4 | Goldman Sachs |
7 | BlackRock | |
8= | Mizuho | |
8= | Standard Chartered | |
10 | Legg Mason Asset Management | |
Succession Planning Advice and Trusts | ||
2019 | 2018 | |
1 | 1 | Mitsubishi UFJ Morgan Stanley PB Securities |
2 | 5 | Nomura |
3 | 4 | SMBC |
4 | Credit Suisse | |
5 | UBS | |
6 | 6 | Daiwa Securities |
7 | 2= | Sumitomo Mitsui Trust Bank |
8 | 2= | Mizuho |
9 | Merrill Lynch Wealth Management | |
10 | Citi | |
Technology | ||
2019 | 2018 | |
1 | 1 | Mitsubishi UFJ Morgan Stanley PB Securities |
2 | 6= | Nomura |
3 | 6= | Credit Suisse |
4 | UBS | |
5 | 3= | SMBC |
6 | Goldman Sachs | |
7 | BlackRock | |
8= | 2 | Mizuho |
8= | Standard Chartered | |
10 | Legg Mason Asset Management | |
top |
Jersey
Best Private Banking Services Overall | ||
2019 | 2018 | |
1 | 3 | Affinity Private Wealth |
2 | RBC | |
3 | 4 | UBS |
4 | 1 | Brooks Macdonald Group |
5 | C. Hoare & Co. | |
5 | JTC Group | |
5 | Kleinwort Benson | |
5 | Nedbank Private Wealth | |
5 | Rathbones | |
10 | Cazenove Capital (Schroders) | |
10 | LGT | |
10 | Societe Generale | |
10 | Stonehage Fleming | |
Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
2019 | 2018 | |
1 | RBC | |
2 | 2 | UBS |
3 | Citi | |
4 | JPMorgan | |
5 | C. Hoare & Co. | |
6= | Barclays | |
6= | Cazenove Capital (Schroders) | |
6= | Ravenscroft | |
6= | Stonehage Fleming | |
10= | 4= | Affinity Private Wealth |
10= | Julius Baer | |
10= | Standard Chartered | |
10= | Stanhope Capital | |
High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
2019 | 2018 | |
1 | 4= | Coutts |
2= | HSBC | |
2= | Societe Generale | |
2= | 4= | UBS |
5= | 2= | Affinity Private Wealth |
5= | C. Hoare & Co. | |
7= | 2= | Barclays |
7= | Cazenove Capital (Schroders) | |
7= | LGT | |
7= | Stonehage Fleming | |
Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
2019 | 2018 | |
1= | HSBC | |
1= | RBC | |
3 | Canaccord Genuity | |
4 | Ravenscroft | |
5= | 3 | Affinity Private Wealth |
5= | 2 | Brooks Macdonald Group |
5= | Quilter Cheviot | |
8= | LGT | |
8= | Rathbones | |
8= | RBS | |
8= | Standard Bank | |
8= | Stonehage Fleming | |
Asset Management | ||
2019 | 2018 | |
1 | Affinity Private Wealth | |
2 | Investec | |
3= | 2 | Brookfield Asset Management |
3= | HSBC | |
3= | JTC Group | |
3= | 3 | Rathbones |
7= | 5 | Barclays |
7= | Cazenove Capital (Schroders) | |
7= | LGT | |
7= | Prudential | |
7= | Stonehage Fleming | |
Family Office Services | ||
2019 | 2018 | |
1 | 1 | Stonehage Fleming |
2 | RBC | |
3 | Rawlinson & Hunter | |
4= | Affinity Private Wealth | |
4= | 2 | Crestbridge |
4= | Vogt & Partner | |
7= | 9= | Barclays |
7= | Citi | |
9= | ABN AMRO | |
9= | 9= | Intertrust |
9= | 15= | JTC Group |
9= | Legg Mason Asset Management | |
9= | Ravenscroft | |
Research and Asset Allocation Advice | ||
2019 | 2018 | |
1 | Affinity Private Wealth | |
2 | UBS | |
3 | 4= | Asset Risk Consultants |
4= | HSBC | |
4= | Julius Baer | |
4= | Odey Asset Management | |
4= | Rathbones | |
4= | Ravenscroft | |
9= | Deutsche Bank | |
9= | Standard Chartered | |
Philanthropic Advice | ||
2019 | 2018 | |
1 | 2= | UBS |
2= | Affinity Private Wealth | |
2= | 4= | Stonehage Fleming |
4= | Investec | |
4= | Ogier | |
6= | 1 | Coutts |
6= | Crestbridge | |
6= | HSBC | |
6= | JTC Group | |
10= | Alpha Bank | |
10= | BNP Paribas | |
10= | JPMorgan | |
10= | LGT | |
ESG/Social Impact Investing | ||
2019 | 2018 | |
1 | 2= | UBS |
2 | Affinity Private Wealth | |
3 | 2= | Coutts |
4 | RBC | |
5= | Aberdeen Standard Investments | |
5= | Cazenove Capital (Schroders) | |
5= | LGT | |
8= | 1 | Barclays |
8= | Crestbridge | |
8= | Investec | |
8= | JTC Group | |
8= | Quilter Cheviot | |
International Clients | ||
2019 | 2018 | |
1= | UBS | |
1= | Affinity Private Wealth | |
3 | 2 | RBC |
4 | 1 | Barclays |
5= | ABN AMRO | |
5= | 3 | HSBC |
7= | JTC Group | |
7= | Rathbones | |
7= | Schroders | |
Succession Planning Advice and Trusts | ||
2019 | 2018 | |
1 | Rawlinson & Hunter | |
2 | Affinity Private Wealth | |
3= | 6= | RBC |
3= | 1= | Stonehage Fleming |
5= | 6= | JTC Group |
5= | Rathbones | |
7= | 6= | Crestbridge |
7= | HSBC | |
9= | 1= | Julius Baer |
9= | Ocorian | |
9= | Quilter Cheviot | |
Technology | ||
2019 | 2018 | |
1= | 2 | UBS |
1= | 6= | Affinity Private Wealth |
3 | RBC | |
4 | 3 | Barclays |
5= | ABN AMRO | |
5= | 1 | HSBC |
7= | JTC Group | |
7= | Rathbones | |
7= | Schroders | |
top |