Korea
| Best Private Banking Services Overall | ||
| 2019 | 2018 | |
| 1 | 1 | KEB Hana Bank |
| 2 | 3 | Kookmin Bank |
| 3 | 2 | Shinhan Bank |
| 4 | 4 | Woori Bank |
| 5 | 5 | Kiwoom Securities |
| 6 | Samsung | |
| 7 | NongHyup | |
| 8= | Citi | |
| 8= | Daewoo Securities | |
| 8= | Korea Investment Holdings | |
| Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | 1 | KEB Hana Bank |
| 2 | 2 | Shinhan Bank |
| 3 | 4 | Kookmin Bank |
| 4 | 3 | Woori Bank |
| 5 | 5 | Kiwoom Securities |
| 6 | Daewoo Securities | |
| 7= | Citi | |
| 7= | Samsung | |
| 9 | NongHyup | |
| 10 | Korea Development Bank | |
| High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | 1 | KEB Hana Bank |
| 2 | 2 | Shinhan Bank |
| 3 | 3 | Kookmin Bank |
| 4 | 4 | Woori Bank |
| 5= | 5 | Kiwoom Securities |
| 5= | Samsung | |
| 7 | Daewoo Securities | |
| 8 | Citi | |
| 9 | Hyundai Securities | |
| 10= | Korea Investment Holdings | |
| 10= | NongHyup | |
| Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
| 2019 | 2018 | |
| 1 | 1 | KEB Hana Bank |
| 2 | 3 | Kookmin Bank |
| 3 | 2 | Shinhan Bank |
| 4 | 4 | Woori Bank |
| 5 | 5 | Kiwoom Securities |
| 6 | Hyundai Securities | |
| 7 | Samsung | |
| 8 | Daewoo Securities | |
| 9= | Citi | |
| 9= | Kyobo | |
| Asset Management | ||
| 2019 | 2018 | |
| 1 | 1 | KEB Hana Bank |
| 2 | 3 | Kookmin Bank |
| 3 | 5 | Woori Bank |
| 4 | 2 | Shinhan Bank |
| 5= | Daewoo Securities | |
| 5= | Samsung | |
| 7 | Midas Asset Management | |
| 8 | Korea Investment Holdings | |
| 9 | Kiwoom Securities | |
| 10= | Citi | |
| 10= | Korea Development Bank | |
| Family Office Services | ||
| 2019 | 2018 | |
| 1 | 1 | KEB Hana Bank |
| 2 | 5 | Woori Bank |
| 3 | 3 | Kookmin Bank |
| 4 | 2 | Shinhan Bank |
| 5 | 4 | Samsung |
| 6= | Kiwoom Securities | |
| 6= | NongHyup | |
| 8 | Daewoo Securities | |
| 9 | Korea Investment Holdings | |
| 10 | Citi | |
| Research and Asset Allocation Advice | ||
| 2019 | 2018 | |
| 1 | 1 | KEB Hana Bank |
| 2 | 5 | Samsung |
| 3 | 2 | Shinhan Bank |
| 4 | 3 | Kookmin Bank |
| 5 | Woori Bank | |
| 6 | 4 | Kiwoom Securities |
| 7 | Daewoo Securities | |
| 8 | NongHyup | |
| 9= | Korea Investment Holdings | |
| 9= | Mirae Asset Securities | |
| Philanthropic Advice | ||
| 2019 | 2018 | |
| 1 | 1 | KEB Hana Bank |
| 2 | 3 | Kookmin Bank |
| 3 | 2 | Shinhan Bank |
| 4 | 4 | Woori Bank |
| 5 | Samsung | |
| 6 | Daewoo Securities | |
| 7 | Hanwha | |
| 8= | 5 | Kiwoom Securities |
| 8= | NongHyup | |
| 10= | Korea Development Bank | |
| 10= | Mirae Asset Securities | |
| ESG/Social Impact Investing | ||
| 2019 | 2018 | |
| 1 | 1 | KEB Hana Bank |
| 2 | 3 | Kookmin Bank |
| 3 | 2 | Shinhan Bank |
| 4 | 4 | Woori Bank |
| 5 | 5 | Daewoo Securities |
| 6 | Samsung | |
| 7 | Korea Investment Holdings | |
| 8 | Kiwoom Securities | |
| 9 | NongHyup | |
| 10 | Korea Development Bank | |
| International Clients | ||
| 2019 | 2018 | |
| 1 | 1 | KEB Hana Bank |
| 2 | 5 | Kiwoom Securities |
| 3 | 3 | Woori Bank |
| 4= | 4 | Kookmin Bank |
| 4= | 2 | Shinhan Bank |
| 6 | Samsung | |
| 7 | Korea Development Bank | |
| 8 | Industrial Bank of Korea | |
| 9 | Citi | |
| 10 | NongHyup | |
| Succession Planning Advice and Trusts | ||
| 2019 | 2018 | |
| 1 | 1 | KEB Hana Bank |
| 2 | 4 | Kookmin Bank |
| 3 | 3 | Woori Bank |
| 4 | 2 | Shinhan Bank |
| 5 | 5 | Samsung |
| 6 | Kiwoom Securities | |
| 7= | Daewoo Securities | |
| 7= | Korea Development Bank | |
| 7= | Korea Investment Holdings | |
| 7= | Kyobo | |
| Technology | ||
| 2019 | 2018 | |
| 1 | 1 | KEB Hana Bank |
| 2 | 5 | Kiwoom Securities |
| 3 | 4 | Woori Bank |
| 4= | 3 | Kookmin Bank |
| 4= | 2 | Shinhan Bank |
| 6 | Samsung | |
| 7 | Korea Development Bank | |
| 8 | Industrial Bank of Korea | |
| 9 | Citi | |
| 10 | NongHyup | |
| top | ||
Luxembourg
| Best Private Banking Services Overall | ||
| 2019 | 2018 | |
| 1 | 3 | BGL BNP Paribas |
| 2 | 4= | Banque de Luxembourg (Credit Mutuel - CIC Group) |
| 3 | 1 | UBS |
| 4 | 2 | Pictet |
| 5 | 6 | Credit Suisse |
| 6 | Deutsche Bank | |
| 7= | ABN AMRO | |
| 7= | BCEE | |
| 7= | ING | |
| 7= | Julius Baer | |
| Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | 1 | UBS |
| 2 | 3 | BGL BNP Paribas |
| 3= | 5 | Credit Suisse |
| 3= | 2 | Pictet |
| 5 | KBL | |
| 6= | Banque de Luxembourg (Credit Mutuel - CIC Group) | |
| 6= | Deutsche Bank | |
| 6= | JPMorgan | |
| 9 | ABN AMRO | |
| 10= | Degroof Petercam | |
| 10= | 4 | Julius Baer |
| High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | 1 | BGL BNP Paribas |
| 2 | Credit Suisse | |
| 3 | 2 | Banque Internationale a Luxembourg (BIL) |
| 4 | 3 | UBS |
| 5 | 4 | Pictet |
| 6 | ING | |
| 7 | BCEE | |
| 8= | Banque de Luxembourg (Credit Mutuel - CIC Group) | |
| 8= | Deutsche Bank | |
| 10 | HSBC | |
| Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
| 2019 | 2018 | |
| 1 | 2 | BGL BNP Paribas |
| 2 | ING | |
| 3= | 1 | Banque Internationale a Luxembourg (BIL) |
| 3= | 3 | BCEE |
| 5 | 4 | Banque de Luxembourg (Credit Mutuel - CIC Group) |
| 6 | Deutsche Bank | |
| 7 | ABN AMRO | |
| 8 | Credit Suisse | |
| 9 | Banque Raiffeisen (Luxembourg) | |
| 10 | HSBC | |
| Asset Management | ||
| 2019 | 2018 | |
| 1 | BlackRock | |
| 2 | 1 | UBS |
| 3 | 3 | BGL BNP Paribas |
| 4 | Banque de Luxembourg (Credit Mutuel - CIC Group) | |
| 5 | 4= | JPMorgan |
| 6 | Credit Suisse | |
| 7= | Allianz | |
| 7= | Credit Agricole | |
| 7= | Deutsche Bank | |
| 10 | 2 | Pictet |
| Family Office Services | ||
| 2019 | 2018 | |
| 1 | UBS | |
| 2 | Credit Suisse | |
| 3 | 3= | BGL BNP Paribas |
| 4 | 3= | Banque Internationale a Luxembourg (BIL) |
| 5 | 1 | Pictet |
| 6= | ABN AMRO | |
| 6= | ING | |
| 8= | 5 | Banque de Luxembourg (Credit Mutuel - CIC Group) |
| 8= | Societe Generale | |
| 10 | JPMorgan | |
| Research and Asset Allocation Advice | ||
| 2019 | 2018 | |
| 1 | 1 | UBS |
| 2= | BGL BNP Paribas | |
| 2= | Deutsche Bank | |
| 4= | Banque de Luxembourg (Credit Mutuel - CIC Group) | |
| 4= | Goldman Sachs | |
| 6 | 2 | Credit Suisse |
| 7 | 6 | JPMorgan |
| 8= | 3= | ING |
| 8= | Morgan Stanley | |
| 10 | UFG Wealth Management | |
| Philanthropic Advice | ||
| 2019 | 2018 | |
| 1 | 4= | BGL BNP Paribas |
| 2 | 3 | Banque de Luxembourg (Credit Mutuel - CIC Group) |
| 3 | 2 | UBS |
| 4 | Credit Suisse | |
| 5 | BCEE | |
| 6 | 1 | Banque Internationale a Luxembourg (BIL) |
| 7 | KBL | |
| 8 | JPMorgan | |
| 9= | Deutsche Bank | |
| 9= | ING | |
| ESG/Social Impact Investing | ||
| 2019 | ||
| 1 | 7= | BGL BNP Paribas |
| 2 | 2 | Banque de Luxembourg (Credit Mutuel - CIC Group) |
| 3 | 5= | UBS |
| 4 | Credit Suisse | |
| 5 | Pictet | |
| 6 | Banque Internationale a Luxembourg (BIL) | |
| 7= | 7= | BCEE |
| 7= | 1 | Deutsche Bank |
| 9= | ABN AMRO | |
| 9= | ING | |
| International Clients | ||
| 2019 | 2018 | |
| 1 | 3 | ING |
| 2 | 2 | BGL BNP Paribas |
| 3 | BCEE | |
| 4 | 5= | Credit Suisse |
| 5 | Banque de Luxembourg (Credit Mutuel - CIC Group) | |
| 6 | Banque Internationale a Luxembourg (BIL) | |
| 7 | 1 | UBS |
| 8= | ABN AMRO | |
| 8= | JPMorgan | |
| 10 | KBL | |
| Succession Planning Advice and Trusts | ||
| 2019 | 2018 | |
| 1 | 4 | UBS |
| 2 | BGL BNP Paribas | |
| 3= | Banque de Luxembourg (Credit Mutuel - CIC Group) | |
| 3= | Credit Suisse | |
| 3= | KBL | |
| 3= | Pictet | |
| 7= | JPMorgan | |
| 7= | Societe Generale | |
| 9 | 5 | Banque Internationale a Luxembourg (BIL) |
| 10 | Deutsche Bank | |
| Technology | ||
| 2019 | 2018 | |
| 1 | 1 | ING |
| 2= | BCEE | |
| 2= | 3 | BGL BNP Paribas |
| 4 | Credit Suisse | |
| 5 | 4 | Banque de Luxembourg (Credit Mutuel - CIC Group) |
| 6 | 2 | Banque Internationale a Luxembourg (BIL) |
| 7 | UBS | |
| 8= | ABN AMRO | |
| 8= | JPMorgan | |
| 10 | KBL | |
| top | ||
Malaysia
| Best Private Banking Services Overall | ||
| 2019 | 2018 | |
| 1 | 1 | Maybank |
| 2 | 2 | CIMB |
| 3 | 6 | RHB |
| 4 | UOB | |
| 5 | AmBank | |
| 6 | 5 | Citi |
| 7= | 3= | Affin Hwang |
| 7= | Hong Leong Bank | |
| 9 | 3= | HSBC |
| 10 | BNP Paribas | |
| Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | 1 | Maybank |
| 2 | 2 | CIMB |
| 3 | 3 | Citi |
| 4 | RHB | |
| 5 | HSBC | |
| 6 | UOB | |
| 7= | AmBank | |
| 7= | BNP Paribas | |
| 9 | 4 | Affin Hwang |
| 10 | Hong Leong Bank | |
| High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | 1 | Maybank |
| 2 | 2 | CIMB |
| 3 | 3 | UOB |
| 4 | Citi | |
| 5= | BNP Paribas | |
| 5= | 4 | RHB |
| 7 | Hong Leong Bank | |
| 8= | Alliance Bank | |
| 8= | DBS Bank | |
| 10= | AmBank | |
| 10= | 5 | HSBC |
| Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
| 2019 | 2018 | |
| 1 | 1 | Maybank |
| 2 | 2 | CIMB |
| 3 | 4 | RHB |
| 4 | 3 | Citi |
| 5 | UOB | |
| 6 | 5 | HSBC |
| 7= | AmBank | |
| 7= | DBS Bank | |
| 9= | Affin Hwang | |
| 9= | Hong Leong Bank | |
| Asset Management | ||
| 2019 | 2018 | |
| 1 | 1 | Affin Hwang |
| 2= | 2 | CIMB |
| 2= | 4 | Maybank |
| 4 | 3 | RHB |
| 5 | Public Bank | |
| 6 | UOB | |
| 7 | BNP Paribas | |
| 8= | Fidelity Investments | |
| 8= | Hong Leong Bank | |
| 10 | BlackRock | |
| Family Office Services | ||
| 2019 | 2018 | |
| 1 | 1 | Maybank |
| 2 | 2 | CIMB |
| 3 | 3 | Affin Hwang |
| 4 | UOB | |
| 5 | RHB | |
| 6 | Credit Suisse | |
| 7 | BNP Paribas | |
| 8 | Citi | |
| 9 | Alliance Bank | |
| 10= | 5 | Hong Leong Bank |
| 10= | Bank of Singapore | |
| Research and Asset Allocation Advice | ||
| 2019 | 2018 | |
| 1 | 1 | Maybank |
| 2 | 2 | CIMB |
| 3 | 3 | Affin Hwang |
| 4 | 4 | RHB |
| 5 | UOB | |
| 6= | Hong Leong Bank | |
| 6= | HSBC | |
| 8 | AmBank | |
| 9 | BNP Paribas | |
| 10 | JPMorgan | |
| Philanthropic Advice | ||
| 2019 | 2018 | |
| 1 | 1 | Maybank |
| 2 | 2 | CIMB |
| 3 | 5 | Affin Hwang |
| 4 | UOB | |
| 5 | BNP Paribas | |
| 6 | JPMorgan | |
| 7= | Aberdeen Standard Investments | |
| 7= | Julius Baer | |
| 7= | RHB | |
| 10= | Alliance Bank | |
| 10= | 4 | Citi |
| 10= | HSBC | |
| ESG/Social Impact Investing | ||
| 2019 | 2018 | |
| 1 | 1 | Maybank |
| 2 | 2 | CIMB |
| 3 | 5= | Affin Hwang |
| 4 | 5= | UOB |
| 5 | JPMorgan | |
| 6 | BNP Paribas | |
| 7 | Citi | |
| 8 | 3= | RHB |
| 9= | Aberdeen Standard Investments | |
| 9= | Bank of Singapore | |
| 9= | Public Bank | |
| International Clients | ||
| 2019 | 2018 | |
| 1 | 1 | Maybank |
| 2 | 4 | CIMB |
| 3= | 3 | Citi |
| 3= | 2 | HSBC |
| 5 | Affin Hwang | |
| 6 | UOB | |
| 7 | RHB | |
| 8 | Bank of Singapore | |
| 9 | Credit Suisse | |
| 10= | DBS Bank | |
| 10= | iFast Financial | |
| Succession Planning Advice and Trusts | ||
| 2019 | 2018 | |
| 1 | 1 | Maybank |
| 2 | 2 | CIMB |
| 3 | Affin Hwang | |
| 4 | RHB | |
| 5 | UOB | |
| 6 | 3 | HSBC |
| 7 | BNP Paribas | |
| 8 | AmBank | |
| 9 | 5 | Citi |
| 10 | LGT | |
| Technology | ||
| 2019 | 2018 | |
| 1 | 1 | Maybank |
| 2 | 2 | CIMB |
| 3= | 4 | Citi |
| 3= | HSBC | |
| 5 | 5 | Affin Hwang |
| 6 | UOB | |
| 7 | RHB | |
| 8 | Bank of Singapore | |
| 9 | Credit Suisse | |
| 10= | DBS Bank | |
| 10= | iFast Financial | |
| top | ||
Mexico
| Best Private Banking Services Overall | ||
| 2019 | 2018 | |
| 1 | 1 | Santander |
| 2 | 2 | JPMorgan |
| 3 | 4 | Citibanamex |
| 4 | BBVA Bancomer | |
| 5 | 3 | Credit Suisse |
| 6 | HSBC | |
| 7 | Jefferies | |
| 8 | 5 | UBS |
| 9 | Goldman Sachs | |
| 10 | BAC Credomatic | |
| Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | Santander | |
| 2 | 1 | JPMorgan |
| 3 | 5 | BBVA Bancomer |
| 4 | 3 | Citibanamex |
| 5= | 2 | Credit Suisse |
| 5= | Merrill Lynch Wealth Management | |
| 7 | 4 | UBS |
| 8 | Jefferies | |
| 9 | ABN AMRO | |
| 10 | HSBC | |
| High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | 1 | Santander |
| 2 | 3 | BBVA Bancomer |
| 3 | 4 | JPMorgan |
| 4 | 5 | Citibanamex |
| 5 | UBS | |
| 6= | 2 | Credit Suisse |
| 6= | Morgan Stanley | |
| 8 | HSBC | |
| 9= | ABN AMRO | |
| 9= | Merrill Lynch Wealth Management | |
| 9= | MG Capital | |
| Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
| 2019 | 2018 | |
| 1 | 1= | Santander |
| 2 | 3 | Citibanamex |
| 3 | 1= | BBVA Bancomer |
| 4 | 5 | HSBC |
| 5 | K&H Bank (KBC) | |
| 6= | MG Capital | |
| 6= | Credit Suisse | |
| 6= | UBS | |
| 9 | Baker & McKenzie | |
| 10= | Morgan Stanley | |
| 10= | Afrinvest West Africa | |
| 10= | JPMorgan | |
| Asset Management | ||
| 2019 | 2018 | |
| 1 | 1= | Santander |
| 2 | 5 | BBVA Bancomer |
| 3 | 3 | JPMorgan |
| 4 | 1= | BlackRock |
| 5 | 4 | Citibanamex |
| 6= | HSBC | |
| 6= | MG Capital | |
| 8= | Aberdeen Standard Investments | |
| 8= | 6 | Credit Suisse |
| 10 | Jefferies | |
| Family Office Services | ||
| 2019 | 2018 | |
| 1 | 1 | Santander |
| 2 | JPMorgan | |
| 3= | MG Capital | |
| 3= | 5 | BBVA Bancomer |
| 5 | 3 | Citibanamex |
| 6 | UBS | |
| 7 | 2 | Credit Suisse |
| 8 | Wells Fargo | |
| 9= | ABN AMRO | |
| 9= | BAC Credomatic | |
| 9= | NSC Asesores | |
| Research and Asset Allocation Advice | ||
| 2019 | 2018 | |
| 1 | 5 | Santander |
| 2 | 2 | JPMorgan |
| 3= | 3 | BBVA Bancomer |
| 3= | 1 | Citibanamex |
| 5 | Goldman Sachs | |
| 6= | 4 | Credit Suisse |
| 6= | HSBC | |
| 8= | Access Bank | |
| 8= | GAM | |
| 10= | Afrinvest West Africa | |
| 10= | Baker & McKenzie | |
| 10= | Merrill Lynch Wealth Management | |
| 10= | MG Capital | |
| Philanthropic Advice | ||
| 2019 | 2018 | |
| 1 | 2= | Santander |
| 2 | 1 | Citibanamex |
| 3 | JPMorgan | |
| 4 | MG Capital | |
| 5 | 6 | BBVA Bancomer |
| 6 | 2= | UBS |
| 7= | 4 | Credit Suisse |
| 7= | HSBC | |
| 9 | Merrill Lynch Wealth Management | |
| 10= | Aegon Asset Management | |
| 10= | Wells Fargo | |
| ESG/Social Impact Investing | ||
| 2019 | 2018 | |
| 1 | 2= | Santander |
| 2 | 1 | Citibanamex |
| 3 | JPMorgan | |
| 4 | MG Capital | |
| 5 | 4 | BBVA Bancomer |
| 6 | Hellenic Bank | |
| 7 | Credit Suisse | |
| 8 | 2= | UBS |
| 9 | AfrAsia | |
| 10 | Jefferies | |
| International Clients | ||
| 2019 | 2018 | |
| 1 | Santander | |
| 2 | MG Capital | |
| 3 | BBVA Bancomer | |
| 4 | 5 | JPMorgan |
| 5 | 4 | Citibanamex |
| 6 | Jefferies | |
| 7= | 1 | Credit Suisse |
| 7= | Merrill Lynch Wealth Management | |
| 9 | 2 | UBS |
| 10= | 3 | HSBC |
| 10= | M&G Investments | |
| Succession Planning Advice and Trusts | ||
| 2019 | 2018 | |
| 1 | 6 | Santander |
| 2 | 1= | Citibanamex |
| 3 | 1= | JPMorgan |
| 4 | MG Capital | |
| 5 | 5 | Credit Suisse |
| 6 | 3 | BBVA Bancomer |
| 7 | Jefferies | |
| 8 | 4 | UBS |
| 9 | M&G Investments | |
| 10= | Actinver | |
| 10= | HSBC | |
| 10= | Inderes | |
| 10= | Yes Bank | |
| Technology | ||
| 2019 | 2018 | |
| 1 | 3 | Santander |
| 2 | MG Capital | |
| 3 | 1 | BBVA Bancomer |
| 4 | 2 | Citibanamex |
| 5 | 5 | JPMorgan |
| 6 | Jefferies | |
| 7= | Credit Suisse | |
| 7= | Merrill Lynch Wealth Management | |
| 9 | 4 | UBS |
| 10= | HSBC | |
| 10= | M&G Investments | |
| top | ||
Monaco
| Best Private Banking Services Overall | ||
| 2019 | 2018 | |
| 1 | BNP Paribas | |
| 2= | 3 | Julius Baer |
| 2= | 1 | UBS |
| 4 | 4 | Barclays |
| 5= | 2 | CFM (CA Indosuez Wealth) |
| 5= | Societe Generale | |
| 7 | Credit Agricole | |
| 8 | 5 | Rothschild |
| 9 | Credit Suisse | |
| 10= | Andbank | |
| 10= | Compagnie Monegasque de Banque | |
| Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | BNP Paribas | |
| 2 | 1 | UBS |
| 3 | 2 | Julius Baer |
| 4 | 3 | Barclays |
| 5= | 4 | CFM (CA Indosuez Wealth) |
| 5= | Credit Suisse | |
| 5= | Rothschild | |
| 8 | Compagnie Monegasque de Banque | |
| 9= | ABN AMRO | |
| 9= | Societe Generale | |
| High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | BNP Paribas | |
| 2 | 1 | UBS |
| 3 | 4 | Barclays |
| 4 | 3 | Julius Baer |
| 5 | 5 | Societe Generale |
| 6 | 2 | CFM (CA Indosuez Wealth) |
| 7 | Compagnie Monegasque de Banque | |
| 8 | Monaco Asset Management | |
| 9 | Rothschild | |
| 10= | Allianz | |
| 10= | Credit Suisse | |
| 10= | The Bank of New York Mellon | |
| Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
| 2019 | 2018 | |
| 1 | 3 | BNP Paribas |
| 2 | 1 | CFM (CA Indosuez Wealth) |
| 3 | 2 | Societe Generale |
| 4 | Compagnie Monegasque de Banque | |
| 5 | UBS | |
| 6= | 5 | Barclays |
| 6= | Credit Agricole | |
| 8= | Credit Suisse | |
| 8= | 4 | Julius Baer |
| 10= | HSBC | |
| 10= | Monaco Asset Management | |
| Asset Management | ||
| 2019 | 2018 | |
| 1 | 5 | BNP Paribas |
| 2 | 2 | UBS |
| 3 | 4 | Barclays |
| 4 | 1 | CFM (CA Indosuez Wealth) |
| 5 | Julius Baer | |
| 6 | Rothschild | |
| 7 | 3 | Monaco Asset Management |
| 8= | 2PM Group | |
| 8= | BlackRock | |
| 10 | EFG International | |
| Family Office Services | ||
| 2019 | 2018 | |
| 1 | BNP Paribas | |
| 2 | Julius Baer | |
| 3 | 1 | UBS |
| 4 | Monaco Asset Management | |
| 5 | 3 | Barclays |
| 6 | Rothschild | |
| 7 | M&G Investments | |
| 8 | Societe Generale | |
| 9 | The Bank of New York Mellon | |
| 10= | Adam & Co | |
| 10= | Baker & McKenzie | |
| 10= | Bank Audi | |
| 10= | Bank Muscat | |
| 10= | 2 | CFM (CA Indosuez Wealth) |
| 10= | 4 | HSBC |
| 10= | LEON Family Office | |
| Research and Asset Allocation Advice | ||
| 2019 | 2018 | |
| 1 | BNP Paribas | |
| 2 | 1 | UBS |
| 3= | 3 | Barclays |
| 3= | Societe Generale | |
| 5 | 2 | CFM (CA Indosuez Wealth) |
| 6 | Julius Baer | |
| 7= | Bank J. Safra Sarasin | |
| 7= | Rothschild | |
| 9= | Credit Suisse | |
| 9= | 4 | HSBC |
| Philanthropic Advice | ||
| 2019 | 2018 | |
| 1 | 4 | BNP Paribas |
| 2 | 1 | UBS |
| 3 | 2 | Rothschild |
| 4 | Barclays | |
| 5 | 5 | Julius Baer |
| 6 | 3 | CFM (CA Indosuez Wealth) |
| 7 | Societe Generale | |
| 8= | Advent International | |
| 8= | Banque Martin Maurel | |
| 10 | The Bank of New York Mellon | |
| ESG/Social Impact Investing | ||
| 2019 | 2018 | |
| 1 | 3 | BNP Paribas |
| 2 | 2 | UBS |
| 3 | Julius Baer | |
| 4= | 1 | CFM (CA Indosuez Wealth) |
| 4= | 4 | Societe Generale |
| 6 | Rothschild | |
| 7 | 5 | Barclays |
| 8 | ABN AMRO | |
| 9 | Credit Suisse | |
| 10 | The Bank of New York Mellon | |
| International Clients | ||
| 2019 | 2018 | |
| 1 | 2 | UBS |
| 2 | 4 | BNP Paribas |
| 3 | 1 | Barclays |
| 4 | 3 | CFM (CA Indosuez Wealth) |
| 5 | Societe Generale | |
| 6= | Compagnie Monegasque de Banque | |
| 6= | Julius Baer | |
| 8= | Cartesio | |
| 8= | Goldman Sachs | |
| 8= | The Bank of New York Mellon | |
| Succession Planning Advice and Trusts | ||
| 2019 | 2018 | |
| 1 | 4 | BNP Paribas |
| 2 | 2 | UBS |
| 3 | Rothschild | |
| 4 | 1 | CFM (CA Indosuez Wealth) |
| 5 | Barclays | |
| 6 | EFG International | |
| 7= | 5 | Societe Generale |
| 7= | The Bank of New York Mellon | |
| 9= | AmBank | |
| 9= | Credit Suisse | |
| 9= | Edmond de Rothschild Group | |
| 9= | HSBC | |
| 9= | Union Bank | |
| Technology | ||
| 2019 | 2018 | |
| 1 | 1 | UBS |
| 2 | 5= | BNP Paribas |
| 3 | 3 | Barclays |
| 4 | 2 | CFM (CA Indosuez Wealth) |
| 5 | 4 | Societe Generale |
| 6= | Compagnie Monegasque de Banque | |
| 6= | 5= | Julius Baer |
| 8= | Cartesio | |
| 8= | Goldman Sachs | |
| 8= | The Bank of New York Mellon | |
| top | ||
Morocco
| Best Private Banking Services Overall | ||
| 2019 | 2018 | |
| 1 | 2 | Attijariwafa bank |
| 2 | CA Indosuez Wealth | |
| 3 | Amundi | |
| 4 | Credit Suisse | |
| 5= | BEMO | |
| 5= | BMCE Bank | |
| 5= | JPMorgan | |
| 8= | 2= | BNP Paribas |
| 8= | EFG International | |
| 8= | Societe Generale | |
| Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | CA Indosuez Wealth | |
| 2= | Credit Agricole | |
| 2= | Credit Suisse | |
| 4= | Attijariwafa bank | |
| 4= | JPMorgan | |
| 4= | 1 | Pictet |
| 7= | BMCE Bank | |
| 7= | 2 | Lombard Odier |
| 9= | EFG International | |
| 9= | 5 | Rothschild |
| 9= | 3 | Societe Generale |
| High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | UBS | |
| 2 | 2 | Societe Generale |
| 3= | Attijariwafa bank | |
| 3= | BNP Paribas | |
| 3= | CA Indosuez Wealth | |
| 3= | Credit Suisse | |
| 7= | BMCE Bank | |
| 7= | HSBC | |
| 7= | JPMorgan | |
| 10= | BEMO | |
| 10= | EFG International | |
| Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
| 2019 | 2018 | |
| 1 | 2 | Attijariwafa bank |
| 2= | Credit Suisse | |
| 2= | Societe Generale | |
| 4= | Amundi | |
| 4= | BEMO | |
| 4= | BMCE Bank | |
| 4= | Edmond de Rothschild Group | |
| 4= | JPMorgan | |
| 9= | EFG International | |
| 9= | National Bank of Abu Dhabi | |
| Asset Management | ||
| 2019 | 2018 | |
| 1 | CA Indosuez Wealth | |
| 2= | Credit Suisse | |
| 2= | 7= | JPMorgan |
| 4= | 7= | Amundi |
| 4= | Attijariwafa bank | |
| 4= | 2= | Pictet |
| 7 | BMCE Bank | |
| 8= | EFG International | |
| 8= | 4= | Societe Generale |
| Family Office Services | ||
| 2019 | 2018 | |
| 1 | 2 | Pictet |
| 2= | CA Indosuez Wealth | |
| 2= | 1 | Lombard Odier |
| 4 | Attijariwafa bank | |
| 5= | Amundi | |
| 5= | BMCE Bank | |
| 7= | BNP Paribas | |
| 7= | Julius Baer | |
| 7= | 6- | Rothschild |
| 7= | Societe Generale | |
| Research and Asset Allocation Advice | ||
| 2019 | 2018 | |
| 1 | 2= | Credit Suisse |
| 2= | EFG International | |
| 2= | 4= | JPMorgan |
| 2= | Rothschild | |
| 2= | 4= | Societe Generale |
| 6= | Attijariwafa bank | |
| 6= | CA Indosuez Wealth | |
| 8= | BEMO | |
| 8= | BMCE Bank | |
| Philanthropic Advice | ||
| 2019 | 2018 | |
| 1 | CA Indosuez Wealth | |
| 2= | Attijariwafa bank | |
| 2= | Credit Suisse | |
| 2= | 1= | Pictet |
| 5= | BMCE Bank | |
| 5= | EFG International | |
| 5= | Lombard Odier | |
| 8= | 3 | BNP Paribas |
| 8= | JPMorgan | |
| 8= | Rockefeller Philanthropy Advisors | |
| 8= | Societe Generale | |
| ESG/Social Impact Investing | ||
| 2019 | 2018 | |
| 1= | Allianz | |
| 1= | Banca Generali | |
| 1= | Credit Suisse | |
| 4= | Attijariwafa bank | |
| 4= | Societe Generale | |
| 6= | BMCE Bank | |
| 6= | CA Indosuez Wealth | |
| 6= | EFG International | |
| 6= | 1 | Pictet |
| 10= | 5= | HSBC |
| 10= | JPMorgan | |
| International Clients | ||
| 2019 | 2018 | |
| 1 | Credit Suisse | |
| 2= | Attijariwafa bank | |
| 2= | CA Indosuez Wealth | |
| 2= | 2 | Societe Generale |
| 5= | BEMO | |
| 5= | BNP Paribas | |
| 5= | JPMorgan | |
| 8= | EFG International | |
| 8= | 5= | HSBC |
| Succession Planning Advice and Trusts | ||
| 2019 | 2018 | |
| 1 | Credit Suisse | |
| 2= | 7= | CA Indosuez Wealth |
| 2= | 2= | Societe Generale |
| 4= | BNP Paribas | |
| 4= | JPMorgan | |
| 4= | Pictet | |
| 4= | Rockefeller Philanthropy Advisors | |
| 8= | 4= | Attijariwafa bank |
| 8= | BMCE Bank | |
| 8= | EFG International | |
| 8= | Rothschild | |
| Technology | ||
| 2019 | 2018 | |
| 1 | 5= | Credit Suisse |
| 2= | Attijariwafa bank | |
| 2= | CA Indosuez Wealth | |
| 2= | 4 | Societe Generale |
| 5= | BEMO | |
| 5= | 1= | BNP Paribas |
| 5= | JPMorgan | |
| 8= | EFG International | |
| 8= | 5= | HSBC |
| top | ||
Netherlands
| Best Private Banking Services Overall | ||
| 2019 | 2018 | |
| 1 | 3 | ABN AMRO MeesPierson |
| 2 | 2 | ING |
| 3 | Van Lanschot | |
| 4 | 1 | UBS |
| 5 | Credit Suisse | |
| 6 | 5 | Insinger de Beaufort (BNP Paribas) |
| 7 | Rabobank | |
| 8 | Goldman Sachs | |
| 9= | KBL | |
| 9= | Morgan Stanley | |
| 9= | Pictet | |
| 9= | Theodoor Gilissen (KBL) | |
| Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | 2 | Goldman Sachs |
| 2= | 3 | JPMorgan |
| 2= | Van Lanschot | |
| 4 | ABN AMRO MeesPierson | |
| 5 | 1 | UBS |
| 6 | Credit Suisse | |
| 7= | 5 | ING |
| 7= | Pictet | |
| 9 | Julius Baer | |
| 10 | 4 | Insinger de Beaufort (BNP Paribas) |
| High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | 3 | ABN AMRO MeesPierson |
| 2 | 4 | Van Lanschot |
| 3 | 1= | ING |
| 4 | Credit Suisse | |
| 5= | 6 | Insinger de Beaufort (BNP Paribas) |
| 5= | Rabobank | |
| 7 | Triodos | |
| 8= | KBL | |
| 8= | Theodoor Gilissen (KBL) | |
| 8= | 1= | UBS |
| Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
| 2019 | 2018 | |
| 1 | 1 | ABN AMRO MeesPierson |
| 2 | 4 | Van Lanschot |
| 3 | Rabobank | |
| 4 | 2= | ING |
| 5 | Insinger de Beaufort (BNP Paribas) | |
| 6 | Credit Suisse | |
| 7 | SNS REAAL | |
| 8 | Staalbankiers | |
| 9= | Saxo Bank | |
| 9= | Theodoor Gilissen (KBL) | |
| Asset Management | ||
| 2019 | 2018 | |
| 1 | 2= | BlackRock |
| 2 | Credit Suisse | |
| 3= | 5 | ABN AMRO MeesPierson |
| 3= | Amundi | |
| 5 | 2= | Aberdeen Standard Investments |
| 6= | Pictet | |
| 6= | Van Lanschot | |
| 8= | 1 | UBS |
| 8= | Aegon Asset Management | |
| 8= | 4 | ING |
| Family Office Services | ||
| 2019 | 2018 | |
| 1 | Credit Suisse | |
| 2 | 1 | UBS |
| 3 | 3 | Lombard Odier |
| 4 | 5 | Van Lanschot |
| 5 | Goldman Sachs | |
| 6= | Capital Support (Netherlands) | |
| 6= | Equity Trust | |
| 6= | Morgan Stanley | |
| 6= | Staalbankiers | |
| 10= | Clavis | |
| 10= | Intertrust | |
| 10= | Julius Baer | |
| Research and Asset Allocation Advice | ||
| 2019 | 2018 | |
| 1 | 4= | JPMorgan |
| 2= | Van Lanschot | |
| 2= | 1 | ABN AMRO MeesPierson |
| 4= | Deutsche Bank | |
| 4= | 4= | Goldman Sachs |
| 6 | 4= | Morningstar |
| 7= | 2 | UBS |
| 7= | Rabobank | |
| 9 | Vanguard | |
| 10= | BlackRock | |
| 10= | ING | |
| 10= | Investec | |
| Philanthropic Advice | ||
| 2019 | 2018 | |
| 1 | 2 | ABN AMRO MeesPierson |
| 2 | Deutsche Bank | |
| 3= | 3 | UBS |
| 3= | 1 | Triodos |
| 5 | Credit Suisse | |
| 6 | Van Lanschot | |
| 7= | Goldman Sachs | |
| 7= | 4 | Insinger de Beaufort (BNP Paribas) |
| 7= | Lombard Odier | |
| 10= | JPMorgan | |
| 10= | Rabobank | |
| 10= | Theodoor Gilissen (KBL) | |
| ESG/Social Impact Investing | ||
| 2019 | 2018 | |
| 1 | 1 | Triodos |
| 2 | 3 | ABN AMRO MeesPierson |
| 3 | BlackRock | |
| 4= | 2 | UBS |
| 4= | Insinger de Beaufort (BNP Paribas) | |
| 4= | Morgan Stanley | |
| 7= | Aegon Asset Management | |
| 7= | ING | |
| 9= | Aberdeen Standard Investments | |
| 9= | 4 | Theodoor Gilissen (KBL) |
| International Clients | ||
| 2019 | 2018 | |
| 1 | 4 | ABN AMRO MeesPierson |
| 2 | 1 | ING |
| 3 | Nutmeg | |
| 4= | BlackRock | |
| 4= | BNP Paribas | |
| 4= | ICBC | |
| 4= | Saxo Bank | |
| 4= | Triodos | |
| 9= | 2 | UBS |
| 9= | Rabobank | |
| 9= | Societe Generale | |
| Succession Planning Advice and Trusts | ||
| 2019 | 2018 | |
| 1 | 1 | ABN AMRO MeesPierson |
| 2 | 3 | Van Lanschot |
| 3 | Rabobank | |
| 4= | Deutsche Bank | |
| 4= | PricewaterhouseCoopers | |
| 6= | BNP Paribas | |
| 6= | 5 | ING |
| 6= | 1= | intertrust |
| 6= | Staalbankiers | |
| 10= | Equity Trust | |
| 10= | Lombard Odier | |
| 10= | Societe Generale | |
| Technology | ||
| 2019 | 2018 | |
| 1 | 2= | ABN AMRO MeesPierson |
| 2 | 1 | ING |
| 3 | Nutmeg | |
| 4= | BlackRock | |
| 4= | BNP Paribas | |
| 4= | ICBC | |
| 4= | Saxo Bank | |
| 4= | Triodos | |
| 9= | 4 | UBS |
| 9= | Rabobank | |
| 9= | Societe Generale | |
| top | ||
Norway
| Best Private Banking Services Overall | ||
| 2019 | 2018 | |
| 1 | Credit Suisse | |
| 2 | Danske Bank | |
| 3 | 1 | DNB Bank |
| 4 | 4= | Nordea |
| 5 | 6 | UBS |
| 6 | ABG Sundal Collier | |
| 7 | Merrill Lynch Wealth Management | |
| 8 | Pareto | |
| 9= | Amundi | |
| 9= | Grieg | |
| 9= | JPMorgan | |
| Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | Credit Suisse | |
| 2 | 2= | UBS |
| 3 | 6 | DNB Bank |
| 4 | Danske Bank | |
| 5= | HSBC | |
| 5= | Nordea | |
| 7= | Deutsche Bank | |
| 7= | 5 | JPMorgan |
| 9= | ABN AMRO | |
| 9= | Carnegie | |
| 9= | Rothschild | |
| 9= | Bank J. Safra Sarasin | |
| High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | 3= | Nordea |
| 2 | Danske Bank | |
| 3 | 1 | DNB Bank |
| 4 | 6= | SEB |
| 5 | Credit Suisse | |
| 6 | Rothschild | |
| 7= | 3= | SpareBank1 |
| 7= | UBP | |
| 9= | HSBC | |
| 9= | JPMorgan | |
| 9= | 5 | Svenska Handelsbanken |
| Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
| 2019 | 2018 | |
| 1 | 4= | Danske Bank |
| 2 | Nordnet | |
| 3 | 1 | DNB Bank |
| 4 | 3 | Nordea |
| 5 | Credit Suisse | |
| 6 | SEB | |
| 7 | 6 | Svenska Handelsbanken |
| 8= | Avanza | |
| 8= | Formuesforvaltning | |
| 10= | Erik Penser | |
| 10= | HSBC | |
| Asset Management | ||
| 2019 | 2018 | |
| 1 | ABN AMRO | |
| 2 | DNB Bank | |
| 3 | 2 | Danske Bank |
| 4 | BlackRock | |
| 5= | Credit Suisse | |
| 5= | JPMorgan | |
| 7 | Storebrand | |
| 8 | 5= | Nordea |
| 9= | Aberdeen Standard Investments | |
| 9= | Odin | |
| Family Office Services | ||
| 2019 | 2018 | |
| 1 | Credit Suisse | |
| 2 | DNB Bank | |
| 3 | 4 | UBS |
| 4 | Danske Bank | |
| 5= | Carnegie | |
| 5= | 3 | Nordea |
| 7= | ABG Sundal Collier | |
| 7= | 1= | Formuesforvaltning |
| 7= | Grieg | |
| 7= | Rothschild | |
| 7= | Sal Oppenheim | |
| Research and Asset Allocation Advice | ||
| 2019 | 2018 | |
| 1 | Credit Suisse | |
| 2 | Danske Bank | |
| 3= | 4= | UBS |
| 3= | BlackRock | |
| 5= | 11= | ABG Sundal Collier |
| 5= | Pareto | |
| 5= | SEB | |
| 8 | Zurcher Kantonalbank | |
| 9= | BNP Paribas | |
| 9= | Storebrand | |
| Philanthropic Advice | ||
| 2019 | 2018 | |
| 1 | Credit Suisse | |
| 2 | Danske Bank | |
| 3 | DNB Bank | |
| 4 | 2 | UBS |
| 5= | 1 | Formuesforvaltning |
| 5= | 6= | Nordea |
| 7 | 3= | Deutsche Bank |
| 8= | Rothschild | |
| 8= | Sal Oppenheim | |
| 8= | Storebrand | |
| ESG/Social Impact Investing | ||
| 2019 | 2018 | |
| 1 | 1 | Storebrand |
| 2= | Credit Suisse | |
| 2= | Nordea | |
| 4 | Rothschild | |
| 5 | ABN AMRO | |
| 6= | 2= | Deutsche Bank |
| 6= | DNB Bank | |
| 6= | UBP | |
| 9= | 10= | ABG Sundal Collier |
| 9= | Coutts | |
| 9= | Svenska Handelsbanken | |
| International Clients | ||
| 2019 | 2018 | |
| 1 | 2 | DNB Bank |
| 2= | 11= | Danske Bank |
| 2= | Morgan Stanley | |
| 2= | Skandiabanken | |
| 5= | 6= | JPMorgan |
| 5= | 6= | Nordea |
| 7= | 1 | UBS |
| 7= | 6= | ABG Sundal Collier |
| 7= | BlackRock | |
| 7= | T. Rowe Price | |
| Succession Planning Advice and Trusts | ||
| 2019 | 2018 | |
| 1 | Credit Suisse | |
| 2 | 3 | Danske Bank |
| 3= | 4= | UBS |
| 3= | 1 | Formuesforvaltning |
| 3= | Rothschild | |
| 6= | 2 | DNB Bank |
| 6= | UBP | |
| 8= | Coutts | |
| 8= | Julius Baer | |
| 8= | SpareBank1 | |
| Technology | ||
| 2019 | 2018 | |
| 1 | 1 | DNB Bank |
| 2= | 2 | Danske Bank |
| 2= | Morgan Stanley | |
| 2= | Skandiabanken | |
| 5= | JPMorgan | |
| 5= | 4 | Nordea |
| 7= | 3 | UBS |
| 7= | ABG Sundal Collier | |
| 7= | BlackRock | |
| 7= | T. Rowe Price | |
| top | ||
Panama
| Best Private Banking Services Overall | ||
| 2019 | 2018 | |
| 1 | Bancolombia | |
| 2 | Credit Suisse | |
| 2 | JPMorgan | |
| 4 | Morgan Stanley | |
| 5= | Credicorp Capital | |
| 5= | Davivienda | |
| 5= | Goldman Sachs | |
| 5= | Merrill Lynch Wealth Management | |
| 9= | Grupo Aval | |
| 9= | MFS Investment Management | |
| Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | JPMorgan | |
| 2 | Grupo Aval | |
| 3 | Credit Suisse | |
| 4 | Bancolombia | |
| 5= | Credicorp Capital | |
| 5= | Goldman Sachs | |
| 5= | Morgan Stanley | |
| 5= | 5= | Pictet |
| 9 | Banco Portugues de Investimento (BPI) | |
| 10= | BCT | |
| 10= | BICSA | |
| 10= | Brown Brothers Harriman | |
| 10= | Davivienda | |
| 10= | Merrill Lynch Wealth Management | |
| High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | Bancolombia | |
| 2 | JPMorgan | |
| 3 | Credicorp Capital | |
| 4= | 3 | Banco General |
| 4= | Lazard | |
| 4= | Merrill Lynch Wealth Management | |
| 7= | Grupo Aval | |
| 7= | MFS Investment Management | |
| 7= | Morgan Stanley | |
| 7= | Wells Fargo | |
| Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
| 2019 | 2018 | |
| 1 | Davivienda | |
| 2 | Bancolombia | |
| 3= | 2= | Banco General |
| 3= | 2= | Global Bank (Panama) |
| 3= | Grupo Aval | |
| 3= | 7= | HSBC |
| 3= | Merrill Lynch Wealth Management | |
| 8= | BAC Credomatic | |
| 8= | BlackRock | |
| 8= | Citi | |
| 8= | Credicorp Capital | |
| 8= | 5 | Prival Bank |
| 8= | Scotiabank | |
| Asset Management | ||
| 2019 | 2018 | |
| 1 | 2 | JPMorgan |
| 2 | 3= | Goldman Sachs |
| 3 | M&G Investments | |
| 4 | Morgan Stanley | |
| 5= | Bancolombia | |
| 5= | Merrill Lynch Wealth Management | |
| 7= | Credit Suisse | |
| 7= | Davivienda | |
| 7= | 6= | Pictet |
| 10= | GAM | |
| 10= | La Fise | |
| 10= | Lombard Odier | |
| 10= | UBP | |
| Family Office Services | ||
| 2019 | 2018 | |
| 1= | Credit Suisse | |
| 1= | La Fise | |
| 3= | Bancolombia | |
| 3= | 7= | Pictet |
| 3= | 2= | WE Family Offices |
| 6 | PKB | |
| 7= | BICSA | |
| 7= | EFG International | |
| 7= | Goldman Sachs | |
| 10 | Lombard Odier | |
| Research and Asset Allocation Advice | ||
| 2019 | 2018 | |
| 1 | 5= | JPMorgan |
| 2 | Grupo Aval | |
| 3 | Bancolombia | |
| 4= | Davivienda | |
| 4= | 1 | Julius Baer |
| 4= | Lombard Odier | |
| 4= | Morgan Stanley | |
| 8= | BCT | |
| 8= | Credit Suisse | |
| 8= | 5= | Merrill Lynch Wealth Management |
| Philanthropic Advice | ||
| 2019 | 2018 | |
| 1 | Davivienda | |
| 2 | Bancolombia | |
| 3= | 3= | Banco General |
| 3= | Brown Brothers Harriman | |
| 3= | Credit Suisse | |
| 3= | Pictet | |
| 3= | PKB | |
| 8= | 2 | Citi |
| 8= | Fidelity Investments | |
| 8= | Lombard Odier | |
| 8= | Bank J. Safra Sarasin | |
| ESG/Social Impact Investing | ||
| 2019 | 2018 | |
| 1 | Bancolombia | |
| 2 | Davivienda | |
| 3 | 4= | Banco General |
| 4 | JPMorgan | |
| 5= | BAC Credomatic | |
| 5= | 10= | Credit Suisse |
| 7= | 7= | Lombard Odier |
| 7= | Scotiabank | |
| International Clients | ||
| 2019 | 2018 | |
| 1 | Bancolombia | |
| 2 | 3= | JPMorgan |
| 3= | BAC Credomatic | |
| 3= | Credit Suisse | |
| 5= | 3= | Banco General |
| 5= | Davivienda | |
| 7 | Morgan Stanley | |
| Succession Planning Advice and Trusts | ||
| 2019 | 2018 | |
| 1 | 8= | JPMorgan |
| 2 | Credit Suisse | |
| 3 | La Fise | |
| 4= | BAC Credomatic | |
| 4= | Credicorp Capital | |
| 4= | PKB | |
| 7= | Bancolombia | |
| 7= | Davivienda | |
| 7= | Goldman Sachs | |
| 10= | BNP Paribas | |
| 10= | Lombard Odier | |
| Technology | ||
| 2019 | 2018 | |
| 1 | Bancolombia | |
| 2 | 8= | JPMorgan |
| 3= | BAC Credomatic | |
| 3= | Credit Suisse | |
| 5= | 4= | Banco General |
| 5= | Davivienda | |
| 7 | Morgan Stanley | |
| top | ||
Peru
| Best Private Banking Services Overall | ||
| 2019 | 2018 | |
| 1 | 1 | Banco de Credito del Peru |
| 2 | 5 | Credit Suisse |
| 3 | Scotiabank | |
| 4= | Interbank | |
| 4= | Santander | |
| 6= | Citi | |
| 6= | 2 | JPMorgan |
| 8= | BBVA Continental | |
| 8= | BCP | |
| 8= | 4 | UBS |
| Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | 2 | Banco de Credito del Peru |
| 2 | 1 | JPMorgan |
| 3 | 3 | Credit Suisse |
| 4 | BBVA Continental | |
| 5 | Santander | |
| 6= | BCP | |
| 6= | Scotiabank | |
| 6= | 5 | UBS |
| 9= | Citi | |
| 9= | Vontobel | |
| High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | 1 | Banco de Credito del Peru |
| 2 | Santander | |
| 3 | BBVA Continental | |
| 4 | Credit Suisse | |
| 5 | 3 | UBS |
| 6 | Scotiabank | |
| 7= | 4 | Julius Baer |
| 7= | Morgan Stanley | |
| 7= | Vontobel | |
| 10= | BCP | |
| 10= | Interbank | |
| 10= | 2 | JPMorgan |
| Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
| 2019 | 2018 | |
| 1 | 2 | BBVA Continental |
| 2 | 1 | Banco de Credito del Peru |
| 3 | Santander | |
| 4 | 3 | Interbank |
| 5 | 5= | Scotiabank |
| 6 | Atlantic | |
| 7= | 4 | Citi |
| 7= | 5= | Credit Suisse |
| 9 | BCP | |
| 10 | Wells Fargo | |
| Asset Management | ||
| 2019 | 2018 | |
| 1= | 2 | Banco de Credito del Peru |
| 1= | 1 | JPMorgan |
| 3= | 4= | UBS |
| 3= | 7 | BlackRock |
| 5 | Credit Suisse | |
| 6 | Santander | |
| 7 | AXA | |
| 8= | Aberdeen Standard Investments | |
| 8= | Carmignac Gestion | |
| 8= | Scotiabank | |
| Family Office Services | ||
| 2019 | 2018 | |
| 1 | 1 | Banco de Credito del Peru |
| 2= | 3= | Credit Suisse |
| 2= | 5= | JPMorgan |
| 4 | UBS | |
| 5 | Santander | |
| 6 | BCP | |
| 7 | Vontobel | |
| 8= | 2 | Creuza Advisors |
| 8= | Interbank | |
| 10= | BCP Family Office | |
| 10= | Faro Capital | |
| 10= | GNB | |
| 10= | i-Capital | |
| 10= | 5= | Pictet |
| Research and Asset Allocation Advice | ||
| 2019 | 2018 | |
| 1 | 5= | UBS |
| 2 | 1 | JPMorgan |
| 3 | 2 | Banco de Credito del Peru |
| 4 | Santander | |
| 5 | 3 | Credit Suisse |
| 6 | BCP | |
| 7 | BBVA Continental | |
| 8= | 4 | Goldman Sachs |
| 8= | Interbank | |
| 10 | Pictet | |
| Philanthropic Advice | ||
| 2019 | 2018 | |
| 1= | 5= | UBS |
| 1= | 1 | JPMorgan |
| 3 | 2 | Banco de Credito del Peru |
| 4 | 3 | Credit Suisse |
| 5= | Interbank | |
| 5= | Merrill Lynch Wealth Management | |
| 7 | Santander | |
| 8 | Scotiabank | |
| 9= | BCP | |
| 9= | GNB | |
| 9= | 4 | Goldman Sachs |
| ESG/Social Impact Investing | ||
| 2019 | 2018 | |
| 1 | 3 | JPMorgan |
| 2 | 8 | Credit Suisse |
| 3= | 1 | Banco de Credito del Peru |
| 3= | Santander | |
| 5 | 4= | UBS |
| 6= | BBVA Continental | |
| 6= | Goldman Sachs | |
| 8= | Merrill Lynch Wealth Management | |
| 8= | Vontobel | |
| 10= | Interbank | |
| 10= | Julius Baer | |
| International Clients | ||
| 2019 | 2018 | |
| 1 | UBS | |
| 2= | Credit Suisse | |
| 2= | 2 | JPMorgan |
| 4 | Interbank | |
| 5 | 1 | Banco de Credito del Peru |
| 6= | ABN AMRO | |
| 6= | Santander | |
| 6= | Vontobel | |
| 9 | 4 | BBVA Continental |
| 10= | 3 | Citi |
| 10= | Goldman Sachs | |
| Succession Planning Advice and Trusts | ||
| 2019 | 2018 | |
| 1 | 1 | Banco de Credito del Peru |
| 2= | 2 | UBS |
| 2= | 4 | JPMorgan |
| 4 | 5= | Santander |
| 5 | 3 | Credit Suisse |
| 6= | BBVA Continental | |
| 6= | Citi | |
| 8= | Interbank | |
| 8= | Vontobel | |
| 10 | BCP | |
| Technology | ||
| 2019 | 2018 | |
| 1 | 1 | UBS |
| 2= | 4 | Credit Suisse |
| 2= | 2 | JPMorgan |
| 4 | Interbank | |
| 5 | 3 | Banco de Credito del Peru |
| 6= | ABN AMRO | |
| 6= | Santander | |
| 6= | Vontobel | |
| 9= | Citi | |
| 9= | Goldman Sachs | |
| top | ||
Philippines
| Best Private Banking Services Overall | ||
| 2019 | 2018 | |
| 1 | 3 | Credit Suisse |
| 2 | Bank of the Philippine Islands | |
| 3 | 1 | Citi |
| 4= | 4= | BDO Private Bank (Philippines) |
| 4= | JPMorgan | |
| 4= | Pictet | |
| 7= | Adam & Co | |
| 7= | DBS Bank | |
| 7= | Julius Baer | |
| 7= | Metropolitan Bank & Trust Company | |
| Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | 3 | Credit Suisse |
| 2 | 4 | Pictet |
| 3 | Bank of the Philippine Islands | |
| 4 | 5 | Goldman Sachs |
| 5 | 1 | Citi |
| 6= | BDO Private Bank (Philippines) | |
| 6= | 2 | JPMorgan |
| 6= | Ukrsibbank (BNP Paribas) | |
| 9= | DBS Bank | |
| 9= | HSBC | |
| 9= | Julius Baer | |
| 9= | Scotiabank | |
| High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | 1 | Credit Suisse |
| 2 | 2 | Citi |
| 3= | ABN AMRO | |
| 3= | ANZ | |
| 3= | 6 | BDO Private Bank (Philippines) |
| 3= | DBS Bank | |
| 3= | 5 | HSBC |
| 3= | Permodalan Nasional Berhad (PNB) | |
| 9= | ATRAM Group | |
| 9= | Bank of China | |
| 9= | Bank of Singapore | |
| 9= | Bank of the Philippine Islands | |
| Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
| 2019 | 2018 | |
| 1 | Credit Suisse | |
| 2 | 3= | DBS Bank |
| 3 | 5 | BDO Private Bank (Philippines) |
| 4 | 3= | Bank of Singapore |
| 5= | Barings | |
| 5= | ICBC | |
| 5= | Rizal Commercial Banking Corporation | |
| 8= | Bank of China | |
| 8= | Bank of the Philippine Islands | |
| 8= | Barclays | |
| 8= | 1 | Citi |
| 8= | Union Bank | |
| Asset Management | ||
| 2019 | 2018 | |
| 1= | BDO Private Bank (Philippines) | |
| 1= | Goldman Sachs | |
| 3= | 6= | ATRAM Group |
| 3= | JPMorgan | |
| 5= | 2 | BlackRock |
| 5= | BNP Paribas | |
| 5= | Excaliber Capital | |
| 8= | 6= | Fidelity Investments |
| 8= | HSBC | |
| 8= | Metropolitan Bank & Trust Company | |
| 8= | Morgan Stanley | |
| 8= | Qatar National Bank (QNB) | |
| Family Office Services | ||
| 2019 | 2018 | |
| 1 | Credit Suisse | |
| 2 | 1 | Bank of the Philippine Islands |
| 3= | HSBC | |
| 3= | 2 | Pictet |
| 5= | 12= | UBS |
| 5= | BNP Paribas | |
| 5= | 12= | JPMorgan |
| 5= | Santander | |
| 9= | Citi | |
| 9= | DBS Bank | |
| 9= | Julius Baer | |
| 9= | Merrill Lynch Wealth Management | |
| 9= | Metropolitan Bank & Trust Company | |
| Research and Asset Allocation Advice | ||
| 2019 | 2018 | |
| 1 | Credit Suisse | |
| 2= | ATRAM Group | |
| 2= | 3= | Goldman Sachs |
| 4 | UBS | |
| 5 | 1 | JPMorgan |
| 6= | Cambridge Associates | |
| 6= | 3= | Julius Baer |
| 6= | LGT | |
| 9= | ABN AMRO | |
| 9= | Bank of Montreal (BMO) | |
| 9= | 2 | BlackRock |
| 9= | 7 | Citi |
| Philanthropic Advice | ||
| 2019 | 2018 | |
| 1 | 2= | Credit Suisse |
| 2 | 10= | JPMorgan |
| 3= | UBS | |
| 3= | Bank of Singapore | |
| 3= | 2= | Bank of the Philippine Islands |
| 3= | Blackstone | |
| 3= | JTC Group | |
| 8= | BNP Paribas | |
| 8= | Charles Schwab | |
| 8= | 7= | Citi |
| 8= | Goldman Sachs | |
| 8= | Julius Baer | |
| 8= | 1 | Pictet |
| ESG/Social Impact Investing | ||
| 2019 | 2018 | |
| 1 | 1= | Credit Suisse |
| 2 | JPMorgan | |
| 3= | AXA | |
| 3= | Bank Zachodni WBK (Santander) | |
| 3= | LGT | |
| 3= | 6= | Pictet |
| 7= | Citi | |
| 7= | Goldman Sachs | |
| 7= | Morgan Stanley | |
| 7= | Schretlen & Co (Rabobank) | |
| International Clients | ||
| 2019 | 2018 | |
| 1 | DBS Bank | |
| 2 | Credit Suisse | |
| 3 | UBS | |
| 4= | 5= | BlackRock |
| 4= | HQ Trust | |
| 4= | 2 | HSBC |
| 7= | Baker & McKenzie | |
| 7= | Fidelity Investments | |
| 7= | Goldman Sachs | |
| 7= | 4 | JPMorgan |
| 7= | UOB | |
| Succession Planning Advice and Trusts | ||
| 2019 | 2018 | |
| 1 | 6 | Credit Suisse |
| 2= | Affinity Private Wealth | |
| 2= | Goldman Sachs | |
| 2= | 1 | HSBC |
| 2= | 3 | JPMorgan |
| 2= | JTC Group | |
| 2= | Manulife Financial | |
| 2= | 2 | Pictet |
| 9= | Aegon Asset Management | |
| 9= | BNP Paribas | |
| 9= | DBS Bank | |
| 9= | LGT | |
| 9= | Sun Life Financial | |
| Technology | ||
| 2019 | 2018 | |
| 1 | DBS Bank | |
| 2 | Credit Suisse | |
| 3 | UBS | |
| 4= | 7= | BlackRock |
| 4= | HQ Trust | |
| 4= | 7= | HSBC |
| 7= | Baker & McKenzie | |
| 7= | Fidelity Investments | |
| 7= | Goldman Sachs | |
| 7= | 2 | JPMorgan |
| 7= | 4= | UOB |
| top | ||
Poland
| Best Private Banking Services Overall | ||
| 2019 | 2018 | |
| 1 | BGZ BNP Paribas | |
| 2 | PKO Bank Polski | |
| 3 | 1 | Bank Handlowy (Citi) |
| 4 | mBank (Commerzbank) | |
| 5 | Credit Suisse | |
| 6= | Bank Pekao (UniCredit) | |
| 6= | 3 | UBS |
| 8 | Bank of Montreal (BMO) | |
| 9 | Millennium BCP | |
| 10= | ING | |
| 10= | Santander | |
| 10= | Bank J. Safra Sarasin | |
| Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
| 2019 | 2018 | |
| 1= | 4 | Credit Suisse |
| 1= | 1= | PKO Bank Polski |
| 3 | 1= | Bank Handlowy (Citi) |
| 4 | 5 | UBS |
| 5 | Bank Pekao (UniCredit) | |
| 6 | BGZ BNP Paribas | |
| 7 | mBank (Commerzbank) | |
| 8 | JPMorgan | |
| 9 | Rothschild | |
| 10= | Bank J. Safra Sarasin | |
| 10= | Bank of Montreal (BMO) | |
| 10= | Raiffeisen Bank International | |
| 10= | Santander | |
| High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | BGZ BNP Paribas | |
| 2= | 3 | Bank Handlowy (Citi) |
| 2= | 2 | PKO Bank Polski |
| 4 | 4= | UBS |
| 5 | 1 | mBank (Commerzbank) |
| 6 | Bank of Montreal (BMO) | |
| 7= | 4= | Credit Suisse |
| 7= | Bank J. Safra Sarasin | |
| 9 | Getin Noble Bank | |
| 10 | Vontobel | |
| Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
| 2019 | 2018 | |
| 1 | BGZ BNP Paribas | |
| 2 | 1= | mBank (Commerzbank) |
| 3 | Millennium BCP | |
| 4= | 6= | Credit Suisse |
| 4= | Raiffeisen Bank International | |
| 6 | 6= | PKO Bank Polski |
| 7 | Bank of Montreal (BMO) | |
| 8= | 3 | Bank Handlowy (Citi) |
| 8= | Bank Slaski (ING) | |
| 8= | Bank Zachodni WBK (Santander) | |
| 8= | Getin Noble Bank | |
| Asset Management | ||
| 2019 | 2018 | |
| 1 | 3 | Bank Handlowy (Citi) |
| 2 | 2 | PKO Bank Polski |
| 3= | BGZ BNP Paribas | |
| 3= | Credit Suisse | |
| 3= | 1 | mBank (Commerzbank) |
| 6 | Getin Noble Bank | |
| 7= | Bank of Montreal (BMO) | |
| 7= | Franklin Templeton Investments | |
| 9 | Bank Slaski (ING) | |
| 10= | BlackRock | |
| 10= | Citi | |
| 10= | Credit Agricole | |
| 10= | Fidelity Investments | |
| 10= | Millennium BCP | |
| Family Office Services | ||
| 2019 | 2018 | |
| 1= | 2 | Bank Handlowy (Citi) |
| 1= | 3= | Credit Suisse |
| 1= | Raiffeisen Bank International | |
| 4 | Alior Bank | |
| 5= | 6= | mBank (Commerzbank) |
| 5= | Millennium BCP | |
| 5= | PKO Bank Polski | |
| 8= | Getin Noble Bank | |
| 8= | Rothschild | |
| 10 | BGZ BNP Paribas | |
| Research and Asset Allocation Advice | ||
| 2019 | 2018 | |
| 1 | 3= | Bank Handlowy (Citi) |
| 2= | Alior Bank | |
| 2= | 3= | Credit Suisse |
| 4= | Bank of Montreal (BMO) | |
| 4= | Bank Pekao (UniCredit) | |
| 4= | 7= | BGZ BNP Paribas |
| 4= | 1= | mBank (Commerzbank) |
| 8 | 1= | PKO Bank Polski |
| 9= | 6 | Bank Slaski (ING) |
| 9= | Barclays | |
| 9= | Millennium BCP | |
| 9= | Morgan & Morgan Group | |
| 9= | Santander | |
| Philanthropic Advice | ||
| 2019 | 2018 | |
| 1 | 8= | BGZ BNP Paribas |
| 2 | 12= | Credit Suisse |
| 3 | 2 | PKO Bank Polski |
| 4 | 1 | mBank (Commerzbank) |
| 5= | 12= | Millennium BCP |
| 5= | Rothschild | |
| 7= | 12= | Bank Handlowy (Citi) |
| 7= | Bank of Montreal (BMO) | |
| 7= | 3= | Pictet |
| 7= | 8= | Raiffeisen Bank International |
| ESG/Social Impact Investing | ||
| 2019 | 2018 | |
| 1 | 5= | Credit Suisse |
| 2 | Bank Pekao (UniCredit) | |
| 3= | Bank Zachodni WBK (Santander) | |
| 3= | mBank (Commerzbank) | |
| 5= | 5= | UBS |
| 5= | Millennium BCP | |
| 7= | BGZ BNP Paribas | |
| 7= | Raiffeisen Bank International | |
| 9= | Bank of Montreal (BMO) | |
| 9= | Pimco | |
| 9= | 1 | PKO Bank Polski |
| 9= | Vontobel | |
| International Clients | ||
| 2019 | 2018 | |
| 1 | Alior Bank | |
| 2 | 1 | Bank Handlowy (Citi) |
| 3= | BGZ BNP Paribas | |
| 3= | 3 | Credit Suisse |
| 3= | 5 | PKO Bank Polski |
| 6 | 2 | mBank (Commerzbank) |
| 7 | Millennium BCP | |
| 8 | Avaloq | |
| 9= | Bank of Montreal (BMO) | |
| 9= | Bank Pekao (UniCredit) | |
| 9= | Bank Slaski (ING) | |
| Succession Planning Advice and Trusts | ||
| 2019 | 2018 | |
| 1 | 13= | BGZ BNP Paribas |
| 2 | Bank Zachodni WBK (Santander) | |
| 3 | 2 | Credit Suisse |
| 4= | 8= | UBS |
| 4= | Bank of Montreal (BMO) | |
| 6= | Alior Bank | |
| 6= | Getin Noble Bank | |
| 8 | PKO Bank Polski | |
| 9= | Deutsche Bank | |
| 9= | Julius Baer | |
| 9= | Millennium BCP | |
| 9= | Raiffeisen Bank International | |
| 9= | 3= | Rothschild |
| 9= | Vontobel | |
| Technology | ||
| 2019 | 2018 | |
| 1 | 2 | Alior Bank |
| 2 | Bank Handlowy (Citi) | |
| 3= | 3 | BGZ BNP Paribas |
| 3= | Credit Suisse | |
| 3= | PKO Bank Polski | |
| 6 | 1 | mBank (Commerzbank) |
| 7 | 4 | Millennium BCP |
| 8 | Avaloq | |
| 9= | Bank of Montreal (BMO) | |
| 9= | Bank Pekao (UniCredit) | |
| 9= | Bank Slaski (ING) | |
| top | ||
Portugal
| Best Private Banking Services Overall | ||
| 2019 | 2018 | |
| 1 | 1 | Santander Totta |
| 2 | 2 | Banco Portugues de Investimento (BPI) |
| 3 | 3 | Millennium BCP |
| 4 | BBVA | |
| 5 | 4 | Credit Suisse |
| 6 | 5= | Deutsche Bank |
| 7 | 5= | Caixa Geral de Depositos |
| 8 | Bankinter | |
| 9 | JPMorgan | |
| 10 | CaixaBank | |
| Ultra High Net Worth Clients (Greater than US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | 1 | Santander Totta |
| 2 | 2 | Banco Portugues de Investimento (BPI) |
| 3 | 3= | Millennium BCP |
| 4 | 3= | Credit Suisse |
| 5 | BBVA | |
| 6 | Deutsche Bank | |
| 7 | Bankinter | |
| 8 | Edmond de Rothschild Group | |
| 9 | JPMorgan | |
| 10= | Atrium Partners | |
| 10= | 5 | UBS |
| High Net Worth Clients (US$ 5 million to US$ 30 million) | ||
| 2019 | 2018 | |
| 1 | 1 | Santander Totta |
| 2 | 2 | Banco Portugues de Investimento (BPI) |
| 3 | 3 | Millennium BCP |
| 4= | BBVA | |
| 4= | 4 | Credit Suisse |
| 6 | Deutsche Bank | |
| 7 | Bankinter | |
| 8 | CaixaBank | |
| 9 | JPMorgan | |
| 10 | 5 | Banco de Investimento Global |
| Super Affluent Clients (US$ 1 million to US$ 5 million) | ||
| 2019 | 2018 | |
| 1 | 1 | Santander Totta |
| 2 | 2 | Banco Portugues de Investimento (BPI) |
| 3 | 3 | Millennium BCP |
| 4 | Bankinter | |
| 5 | BBVA | |
| 6= | 5 | Banco de Investimento Global |
| 6= | Deutsche Bank | |
| 8 | 4 | Caixa Geral de Depositos |
| 9 | Credit Suisse | |
| 10 | Banco BIC Portugues | |
| Asset Management | ||
| 2019 | 2018 | |
| 1 | 1 | Santander Totta |
| 2 | 2 | Banco Portugues de Investimento (BPI) |
| 3 | 3= | Millennium BCP |
| 4 | JPMorgan | |
| 5 | 5 | Caixa Geral de Depositos |
| 6 | 3= | Credit Suisse |
| 7 | BlackRock | |
| 8 | BBVA | |
| 9 | M&G Investments | |
| 10 | 6 | Deutsche Bank |
| Family Office Services | ||
| 2019 | 2018 | |
| 1 | 1 | Santander Totta |
| 2= | 2 | Banco Portugues de Investimento (BPI) |
| 2= | 3 | Millennium BCP |
| 4 | 4 | Credit Suisse |
| 5 | BBVA | |
| 6 | Julius Baer | |
| 7= | Atrium Partners | |
| 7= | 5 | Pictet |
| 9 | Caixa Geral de Depositos | |
| 10= | UBS | |
| 10= | Affinity Private Wealth | |
| 10= | Deutsche Bank | |
| 10= | JPMorgan | |
| Research and Asset Allocation Advice | ||
| 2019 | 2018 | |
| 1 | 1 | Santander Totta |
| 2 | 2 | Banco Portugues de Investimento (BPI) |
| 3 | 3 | Millennium BCP |
| 4 | JPMorgan | |
| 5 | 4 | Credit Suisse |
| 6 | BBVA | |
| 7 | UBS | |
| 8 | 5 | Pictet |
| 9= | Banco de Investimento Global | |
| 9= | BNP Paribas | |
| 9= | Caixa Geral de Depositos | |
| Philanthropic Advice | ||
| 2019 | 2018 | |
| 1 | 1 | Santander Totta |
| 2 | 5 | Banco Portugues de Investimento (BPI) |
| 3 | 3 | Millennium BCP |
| 4 | 2 | Credit Suisse |
| 5 | BBVA | |
| 6 | 4 | UBS |
| 7 | Caixa Geral de Depositos | |
| 8 | Deutsche Bank | |
| 9= | Bankinter | |
| 9= | JPMorgan | |
| ESG/Social Impact Investing | ||
| 2019 | 2018 | |
| 1 | 1 | Santander Totta |
| 2 | 2 | Banco Portugues de Investimento (BPI) |
| 3 | 5 | Millennium BCP |
| 4 | Credit Suisse | |
| 5 | UBS | |
| 6 | Pictet | |
| 7 | BBVA | |
| 8= | 3 | Caixa Geral de Depositos |
| 8= | CaixaBank | |
| 8= | Montepio | |
| International Clients | ||
| 2019 | 2018 | |
| 1 | 1 | Santander Totta |
| 2 | 5 | Banco Portugues de Investimento (BPI) |
| 3 | Millennium BCP | |
| 4 | BBVA | |
| 5 | 2 | Credit Suisse |
| 6 | Deutsche Bank | |
| 7 | 3 | UBS |
| 8= | Banco de Investimento Global | |
| 8= | Bankinter | |
| 10 | Pictet | |
| Succession Planning Advice and Trusts | ||
| 2019 | 2018 | |
| 1 | 1 | Santander Totta |
| 2 | 2 | Banco Portugues de Investimento (BPI) |
| 3 | 6= | Millennium BCP |
| 4 | 4 | Credit Suisse |
| 5 | 6= | BBVA |
| 6 | JPMorgan | |
| 7 | 3 | UBS |
| 8 | Deutsche Bank | |
| 9 | Pictet | |
| 10= | Caixa Geral de Depositos | |
| 10= | Edmond de Rothschild Group | |
| Technology | ||
| 2019 | 2018 | |
| 1 | 1 | Santander Totta |
| 2 | 3= | Banco Portugues de Investimento (BPI) |
| 3 | 2 | Millennium BCP |
| 4 | BBVA | |
| 5 | Credit Suisse | |
| 6 | 6= | Deutsche Bank |
| 7 | UBS | |
| 8= | 5 | Banco de Investimento Global |
| 8= | 3= | Bankinter |
| 10 | Pictet | |
| top | ||