Private Banking and Wealth Management Survey 2019: Country Results R - U

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Private Banking and Wealth Management Survey 2019: Country Results R - U

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Romania

Best Private Banking Services Overall
2019 2018
1 UniCredit
2 Banca Transilvania
3= Erste Bank
3= 1 Raiffeisen Bank International
5 UBS
6 Credit Suisse
7 2 BCR (Erste Bank)
8= Citi
8= 3 ING
10= BRD (Societe Generale)
10= LGT
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 Erste Bank
2 UniCredit
3 4 Raiffeisen Bank International
4= Credit Suisse
4= 1 ING
6 5= UBS
7 Banca Transilvania
8= 2 BCR (Erste Bank)
8= Edmond de Rothschild Group
10= Mirabaud
10= Societe Generale
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1= 2 Raiffeisen Bank International
1= UniCredit
3 Banca Transilvania
4 3 ING
5 Erste Bank
6 Citi
7= 1 BCR (Erste Bank)
7= Edmond de Rothschild Group
9 BRD (Societe Generale)
10= Amundi
10= Bank Gutmann
10= HSBC
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 1 Raiffeisen Bank International
2 4 Banca Transilvania
3= Erste Bank
3= UniCredit
5 2 ING
6 3 BCR (Erste Bank)
7 Bank Gutmann
8= Amundi
8= BRD (Societe Generale)
10 Industrial Bank of Korea
Asset Management
2019 2018
1 2 Raiffeisen Bank International
2= BlackRock
2= UniCredit
4= 5 Banca Transilvania
4= 1 BCR (Erste Bank)
4= Erste Bank
7 ING
8= UBS
8= KBC
8= OTP Bank
Family Office Services
2019 2018
1 HSBC
2= UBS
2= Erste Bank
2= LGT
2= 1 Raiffeisen Bank International
6 Bank Gutmann
7 2 BCR (Erste Bank)
8= AmBank
8= 3 ING
8= Pictet
Research and Asset Allocation Advice
2019 2018
1 UBS
2 UniCredit
3= HSBC
3= 2 Raiffeisen Bank International
5= Amundi
5= BCR (Erste Bank)
5= Erste Bank
5= Goldman Sachs
9= 1 ING
9= KBC
9= Vontobel
Philanthropic Advice
2019 2018
1= LGT
1= 1= Raiffeisen Bank International
3 Wells Fargo
4= 8= UBS
4= 1= ING
6= Bank Gutmann
6= Goldman Sachs
6= HSBC
9= Erste Bank
9= Eurobank
9= 3= JPMorgan
9= KBC
ESG/Social Impact Investing
2019 2018
1 1 Raiffeisen Bank International
2= ABN AMRO
2= Aegon Asset Management
2= Alior Bank
2= Citi
2= Erste Bank
2= 2 ING
8= UBS
8= Allianz
8= BRD (Societe Generale)
8= LGT
International Clients
2019 2018
1 1= Raiffeisen Bank International
2= Erste Bank
2= 1= ING
2= UniCredit
5= 5= UBS
5= Apex Capital Partners
5= 7= BRD (Societe Generale)
5= LGT
5= Merrill Lynch Wealth Management
10= Barclays
10= BNP Paribas
10= Vontobel
Succession Planning Advice and Trusts
2019 2018
1 5= UBS
2 1 Raiffeisen Bank International
3 LGT
4= 2 Erste Bank
4= HSBC
6 3 ING
7= Bank Gutmann
7= 1 Raiffeisen (Switzerland)
9= Aegon Asset Management
9= JPMorgan
Technology
2019 2018
1 UniCredit
2= 2 Erste Bank
2= 1 ING
2= 3 Raiffeisen Bank International
5= UBS
5= Apex Capital Partners
5= BRD (Societe Generale)
5= LGT
5= Merrill Lynch Wealth Management
10= Barclays
10= BNP Paribas
10= Vontobel
top


Russia

Best Private Banking Services Overall
2019 2018
1 1 Credit Suisse
2 Raiffeisen Bank International
3 Sberbank
4 2 UBS
5= Julius Baer
5= UFG Wealth Management
7 ATON Group
8 Goldman Sachs
9 Deutsche Bank
10 VTB
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 1 UBS
2= 2 Credit Suisse
2= 3 JPMorgan
4 Julius Baer
5= Goldman Sachs
5= UFG Wealth Management
7 Raiffeisen Bank International
8 5 Pictet
9= Alpha Bank
9= Deutsche Bank
9= J&T Banka
9= Sberbank
9= UniCredit
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 Raiffeisen Bank International
2 4 Sberbank
3 Credit Suisse
4 2 Julius Baer
5 UFG Wealth Management
6 5= UBS
7 Pictet
8 VTB
9 ATON Group
10= Alfa Bank
10= UniCredit
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 2= Sberbank
2 Raiffeisen Bank International
3 4 Julius Baer
4 UBS
5 5 Credit Suisse
6= Citi
6= VTB
8 Pictet
9 Alfa Bank
10= ATON Group
10= UFG Wealth Management
Asset Management
2019 2018
1 1 UBS
2 Credit Suisse
3= 3 Sberbank
3= 4 UFG Wealth Management
5 ATON Group
6 Julius Baer
7 2 JPMorgan
8= Morgan Stanley
8= Raiffeisen Bank International
10= ABN AMRO
10= Alfa Bank
10= Alpha Bank
10= Deutsche Bank
Family Office Services
2019 2018
1 Julius Baer
2 1 Credit Suisse
3 5 UBS
4 2 UFG Wealth Management
5= Goldman Sachs
5= Pictet
7 UBP
8= Alpha Bank
8= ATON Group
8= EY
8= Morgan Stanley
8= UniCredit
Research and Asset Allocation Advice
2019 2018
1 6 Sberbank
2 3 UBS
3 Credit Suisse
4 4= Goldman Sachs
5 Julius Baer
6= Deutsche Bank
6= 1 JPMorgan
8= ATON Group
8= 4= Citi
8= Pictet
Philanthropic Advice
2019 2018
1 3 Credit Suisse
2 4= UBS
3 Julius Baer
4 UFG Wealth Management
5= 2 Pictet
5= Raiffeisen Bank International
7= Baker & McKenzie
7= Charities Aid Foundation (CAF)
9 4= JPMorgan
10= Charles Schwab
10= Deutsche Bank
10= 7= PricewaterhouseCoopers
ESG/Social Impact Investing
2019 2018
1 4= Credit Suisse
2 3 Julius Baer
3 6= UBS
4= 4= Charities Aid Foundation (CAF)
4= 6= Pictet
4= Raiffeisen Bank International
7= Deutsche Bank
7= UFG Wealth Management
9= Afrinvest West Africa
9= BlackRock
International Clients
2019 2018
1= 3 UBS
1= 1 Credit Suisse
3 Julius Baer
4= Raiffeisen Bank International
4= Sberbank
4= UFG Wealth Management
7 Pictet
8= Alfa Bank
8= Alpha Bank
8= Goldman Sachs
8= Morgan Stanley
Succession Planning Advice and Trusts
2019 2018
1= 1 Credit Suisse
1= UFG Wealth Management
3 6= Julius Baer
4= 3 UBS
4= 6= Pictet
6= Goldman Sachs
6= Raiffeisen Bank International
8 2 PricewaterhouseCoopers
9= Edmond de Rothschild Group
9= EY
Technology
2019 2018
1 5 Credit Suisse
2 2 UBS
3 Julius Baer
4= Raiffeisen Bank International
4= 1 Sberbank
4= UFG Wealth Management
7 Pictet
8= 4 Alfa Bank
8= Alpha Bank
8= Goldman Sachs
8= Morgan Stanley
top


Singapore

Best Private Banking Services Overall
2019 2018
1 2 UBS
2 1 Credit Suisse
3 Bank of Singapore
4 3 Citi
5 DBS Bank
6 BNP Paribas
7 UOB
8= HSBC
8= LGT
10 RBC
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 1 UBS
2 2 Credit Suisse
3 4 Citi
4 3 JPMorgan
5 5 Goldman Sachs
6= BNP Paribas
6= Julius Baer
8= DBS Bank
8= Deutsche Bank
8= UOB
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 2 Credit Suisse
2 3 Bank of Singapore
3 1 UBS
4 5= Citi
5 4 DBS Bank
6 Deutsche Bank
7 5= LGT
8 Julius Baer
9= BNP Paribas
9= UOB
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 1 DBS Bank
2 3 Bank of Singapore
3 UBS
4 2 Citi
5 4 HSBC
6= Julius Baer
6= Maybank
8= Credit Suisse
8= Deutsche Bank
10= RBC
10= UOB
Asset Management
2019 2018
1= 1 UBS
1= BlackRock
3 Pimco
4= 3 Credit Suisse
4= Fidelity Investments
6 5 Pictet
7= Allianz
7= Deutsche Bank
9= 2 Aberdeen Standard Investments
9= Amundi
Family Office Services
2019 2018
1 2 UBS
2 1 Credit Suisse
3 5 Citi
4 4 JPMorgan
5 RBC
6= Bank of Singapore
6= Deutsche Bank
6= Morgan Stanley
9= DBS Bank
9= LGT
Research and Asset Allocation Advice
2019 2018
1 2 Credit Suisse
2 1 UBS
3 5 Citi
4 3 JPMorgan
5= 4 DBS Bank
5= Goldman Sachs
7 Morgan Stanley
8 EFG International
9 BlackRock
10 ABN AMRO
Philanthropic Advice
2019 2018
1 2 Credit Suisse
2 1 UBS
3 5 HSBC
4 3 Citi
5 DBS Bank
6 BNP Paribas
7 Coutts
8 Standard Chartered
9 Pictet
10= Bank of Beijing
10= China Merchants Bank
10= ICBC
10= Marcuard Family Office
10= The Williamsworks
ESG/Social Impact Investing
2019 2018
1= 1 UBS
1= 2 Credit Suisse
3= DBS Bank
3= 4= Pictet
5 JPMorgan
6= BNP Paribas
6= HSBC
8 RBC
9 LGT
10 Bank of Singapore
International Clients
2019 2018
1 UBS
2 1 Citi
3= 3 Credit Suisse
3= DBS Bank
5 RBC
6= Bank of Singapore
6= BNP Paribas
8 Deutsche Bank
9= Avaloq
9= Carlyle Group
9= ICBC
9= Maybank
9= Morgan Stanley
9= Motilal Oswal Financial Services
9= VP Bank
Succession Planning Advice and Trusts
2019 2018
1 1 UBS
2 2 Credit Suisse
3 4 HSBC
4= 3 Citi
4= JPMorgan
6 Pictet
7 RBC
8= BNP Paribas
8= Deutsche Bank
10= DBS Bank
10= Julius Baer
Technology
2019 2018
1 1 UBS
2 3 Citi
3= 2 Credit Suisse
3= 4 DBS Bank
5 RBC
6= Bank of Singapore
6= BNP Paribas
8 Deutsche Bank
9= Avaloq
9= Carlyle Group
9= ICBC
9= 5 Maybank
9= Morgan Stanley
9= Motilal Oswal Financial Services
9= VP Bank
top


Slovakia

Best Private Banking Services Overall
2019 2018
1 1 CSOB (KBC)
2 3 J&T Banka
3 2 Tatra Banka (Raiffeisen Bank International)
4 4= Erste Bank
5 4= VUB (Intesa Sanpaolo)
6 Rothschild
7 6 UniCredit
8 Privatbanka
9= Komercni banka (Societe Generale)
9= Societe Generale
9= Vontobel
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 1 Rothschild
2 2 CSOB (KBC)
3 UniCredit
4 Credit Suisse
5 3 Erste Bank
6= 5 J&T Banka
6= 4 Tatra Banka (Raiffeisen Bank International)
8= ING
8= Julius Baer
8= OTP Bank
8= Bank J. Safra Sarasin
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1= 5 VUB (Intesa Sanpaolo)
1= CSOB (KBC)
3 3= Erste Bank
4 2 Rothschild
5= 6 J&T Banka
5= Tatra Banka (Raiffeisen Bank International)
7 UniCredit
8= Bank Gutmann
8= Komercni banka (Societe Generale)
8= Societe Generale
8= Vontobel
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 4 Erste Bank
2 1= CSOB (KBC)
3 6 UniCredit
4 5 J&T Banka
5 3 VUB (Intesa Sanpaolo)
6 1= Tatra Banka (Raiffeisen Bank International)
7 Privatbanka
8 Rothschild
9 CSC Bank
10= Komercni banka (Societe Generale)
10= Societe Generale
10= Vontobel
Asset Management
2019 2018
1 2 Erste Bank
2 3 CSOB (KBC)
3 UniCredit
4 1 VUB (Intesa Sanpaolo)
5 Tatra Banka (Raiffeisen Bank International)
6 Amundi
7 4 J&T Banka
8= Allianz
8= Vontobel
10 Fidelity Investments
Family Office Services
2019 2018
1 1 Rothschild
2 Erste Bank
3 2 J&T Banka
4 UniCredit
5 CSOB (KBC)
6 Tatra Banka (Raiffeisen Bank International)
7= 3 UBS
7= VUB (Intesa Sanpaolo)
9 Goldman Sachs
10= Allianz
10= Bank Gutmann
10= Komercni banka (Societe Generale)
10= LGT
10= Bank J. Safra Sarasin
Research and Asset Allocation Advice
2019 2018
1 1 Erste Bank
2 JPMorgan
3 3 UniCredit
4= 2 CSOB (KBC)
4= 4= Tatra Banka (Raiffeisen Bank International)
4= 7 VUB (Intesa Sanpaolo)
7 Rothschild
8 Amundi
9 J&T Banka
10= Julius Baer
10= Kepler Cheuvreux
10= Vontobel
Philanthropic Advice
2019 2018
1 4 Tatra Banka (Raiffeisen Bank International)
2= 2 Erste Bank
2= CSOB (KBC)
4 1 J&T Banka
5 3 Rothschild
6 UniCredit
7= Access Capital Partners
7= JPMorgan
7= VUB (Intesa Sanpaolo)
10= Allianz
10= Bank Gutmann
10= Komercni banka (Societe Generale)
10= Bank J. Safra Sarasin
10= Societe Generale
ESG/Social Impact Investing
2019 2018
1 UniCredit
2 3 Rothschild
3 2 Erste Bank
4 J&T Banka
5 4 Tatra Banka (Raiffeisen Bank International)
6 5 CSOB (KBC)
7= Allianz
7= Amundi
7= ING
7= VUB (Intesa Sanpaolo)
International Clients
2019 2018
1 2 Tatra Banka (Raiffeisen Bank International)
2= 5= Erste Bank
2= 7 J&T Banka
4= 5= CSOB (KBC)
4= 1 UniCredit
4= VUB (Intesa Sanpaolo)
7= HSBC
7= Bank J. Safra Sarasin
7= Saxo Bank
10= JPMorgan
10= Komercni banka (Societe Generale)
10= Patria
10= SMBC
Succession Planning Advice and Trusts
2019 2018
1 Erste Bank
2 3 J&T Banka
3 Tatra Banka (Raiffeisen Bank International)
4 2 CSOB (KBC)
5 1 Rothschild
6 UniCredit
7 Julius Baer
8= JPMorgan
8= LGT
10= Bank Gutmann
10= Komercni banka (Societe Generale)
10= PrivatBank
10= Bank J. Safra Sarasin
Technology
2019 2018
1 1 Tatra Banka (Raiffeisen Bank International)
2= 3 Erste Bank
2= 2 J&T Banka
4= 4 CSOB (KBC)
4= UniCredit
4= VUB (Intesa Sanpaolo)
7= HSBC
7= Bank J. Safra Sarasin
7= Saxo Bank
10= JPMorgan
10= Komercni banka (Societe Generale)
10= Patria
10= SMBC
top


South Africa


Best Private Banking Services Overall
2019 2018
1 1 Investec
2= 3 Nedbank Private Wealth
2= 2 RMB Private Bank
4 FNB Private Wealth
5 4 Absa (Barclays)
6 5 Standard Bank
7 Credit Suisse
8 Old Mutual Wealth
9= Sanlam Private Investments (SPI)
9= Stonehage Fleming
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 Absa (Barclays)
2 1 Investec
3 FNB Private Wealth
4 3 RMB Private Bank
5= Citadel
5= Standard Bank
7 Nedbank Private Wealth
8= Credit Suisse
8= Pictet
8= 2 Stonehage Fleming
High Net Worth clients (US$ 5 million to US$ 30 million)
2019 2018
1 3 RMB Private Bank
2= 2 Absa (Barclays)
2= Investec
4 7 FNB Private Wealth
5 4= Nedbank Private Wealth
6= Credit Suisse
6= 4= Standard Bank
8 HSBC
9= Affinity Private Wealth
9= Citi
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1= 5= Absa (Barclays)
1= 4 Nedbank Private Wealth
3 1 Investec
4= 5= FNB Private Wealth
4= 3 RMB Private Bank
6= Credit Suisse
6= Julius Baer
6= 2 Standard Bank
9= Goldman Sachs
9= HSBC
9= PSG
Asset Management
2019 2018
1 2 Coronation Fund Managers
2 3 Investec
3 1 Allan Gray
4= Absa (Barclays)
4= 4 Nedbank Private Wealth
6 6 BlackRock
7 RMB Private Bank
8= ABLV Bank
8= FNB Private Wealth
8= JPMorgan
8= Sanlam Private Investments (SPI)
Family Office Services
2019 2018
1 1 Stonehage Fleming
2 Absa (Barclays)
3 Standard Bank
4= Credit Suisse
4= Pictet
6 RMB Private Bank
7= Goldman Sachs
7= Northern Trust
7= RHB
10= 2 Investec
10= JPMorgan
10= SABB (HSBC)
Research and Asset Allocation Advice
2019 2018
1 Absa (Barclays)
2 2= Standard Bank
3 2= JPMorgan
4= Coronation Fund Managers
4= 1 Investec
6= Credit Suisse
6= 4= Deutsche Bank
6= 6= RMB Private Bank
9= Julius Baer
9= Old Mutual Wealth
Philanthropic Advice
2019 2018
1 Absa (Barclays)
2 Nedbank Private Wealth
3= Sanlam Private Investments (SPI)
3= 2 Stonehage Fleming
5= FNB Private Wealth
5= 5 Standard Bank
7 LGT
8 Credit Suisse
9= Abu Dhabi Commercial Bank
9= Allan Gray
9= Goldman Sachs
9= JPMorgan
9= Pictet
ESG/Social Impact Investing
2019 2018
1 3 Nedbank Private Wealth
2= 5= Absa (Barclays)
2= FNB Private Wealth
2= 1 Standard Bank
5 UBS
6 4 RMB Private Bank
7= Credit Suisse
7= JPMorgan
7= Old Mutual Wealth
7= Pictet
7= Prudential
7= Stenham Asset Management
International Clients
2019 2018
1 3= Absa (Barclays)
2 FNB Private Wealth
3 2 Standard Bank
4 1 Investec
5 Schroders
6 RMB Private Bank
7= JPMorgan
7= Nedbank Private Wealth
7= Sasfin
10= Cathay United Bank
10= Credit Suisse
10= TD Bank
Succession Planning Advice and Trusts
2019 2018
1 1 Stonehage Fleming
2 2 Maitland
3 8 FNB Private Wealth
4 Absa (Barclays)
5= Sanlam Private Investments (SPI)
5= Standard Bank
7 Investec
8 4= RMB Private Bank
9 4= Nedbank Private Wealth
10= Crestone Wealth Management
10= Guggenheim Partners
Technology
2019 2018
1 Absa (Barclays)
2 1 FNB Private Wealth
3 4 Standard Bank
4 2 Investec
5 Schroders
6 5= RMB Private Bank
7= JPMorgan
7= 3 Nedbank Private Wealth
7= Sasfin
10= Cathay United Bank
10= Credit Suisse
10= TD Bank
top


Spain


Best Private Banking Services Overall
2019 2018
1 2 Santander
2 1 CaixaBank
3 5 JPMorgan
4 BBVA
4 3 UBS
6 Bankinter
7 Credit Suisse
8 Sabadell Urquijo
9 4 Banca March
10 BNP Paribas
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 1 Santander
2 2 CaixaBank
3 3 JPMorgan
4 4 UBS
5 Credit Suisse
6 BBVA
7 5 Goldman Sachs
8 Bankinter
9 Sabadell Urquijo
10 Mirabaud
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 2 Santander
2 1 CaixaBank
3 4 Credit Suisse
4 BBVA
5 3 UBS
6 JPMorgan
7 Bankinter
8 Sabadell Urquijo
9 Julius Baer
10= 5 Banca March
10= BNP Paribas
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 1= CaixaBank
2 1= Santander
3 3 Bankinter
4 5 BBVA
5 6 UBS
6 4 Banca March
7 Sabadell Urquijo
8 Credit Suisse
9= JPMorgan
9= Pictet
Asset Management
2019 2018
1 2 Santander
2 1 CaixaBank
3 3 BlackRock
4 JPMorgan
5 4 BBVA
6 Bestinver
7 5 Bankinter
8 Credit Suisse
9 UBS
10 Cartesio
Family Office Services
2019 2018
1 2 Santander
2 1 CaixaBank
3= 3 UBS
3= JPMorgan
5 4 Credit Suisse
6 5 Arcano
7 Alantra
8 Goldman Sachs
9= Bankinter
9= Sabadell Urquijo
Research and Asset Allocation Advice
2019 2018
1 2 Santander
2 1 CaixaBank
3 5 JPMorgan
4 4 BBVA
5 3 UBS
6 Credit Suisse
7 Morgan Stanley
8 BNP Paribas
9 Bankinter
10 Pictet
Philanthropic Advice
2019 2018
1 1 CaixaBank
2 2 Santander
3 3 UBS
4 Credit Suisse
5 JPMorgan
6 5 BNP Paribas
7 4 BBVA
8= Bankinter
8= Pictet
8= Sabadell Urquijo
ESG/Social Impact Investing
2019 2018
1 1 CaixaBank
2 2 Santander
3= 3 BBVA
3= Pictet
5= Bankia
5= Sabadell Urquijo
7 UBS
8 JPMorgan
9 Triodos
10= 5 Bankinter
10= 4 BNP Paribas
International Clients
2019 2018
1 2= Santander
2 5 CaixaBank
3 BBVA
4 Bankinter
5 1 UBS
6 2= JPMorgan
7 Sabadell Urquijo
8 4 Credit Suisse
9 Pictet
10 Fidelity Investments
Succession Planning Advice and Trusts
2019 2018
1 2 Santander
2 1 CaixaBank
3 4 Credit Suisse
4= 3 UBS
4= 5 JPMorgan
6 BBVA
7 Cuatrecasas
8 Garrigues
9 Bankinter
10= BNP Paribas
10= Lombard Odier
Technology
2019 2018
1 4 Santander
2 1 CaixaBank
3 2 BBVA
4 3 Bankinter
5= UBS
5= JPMorgan
7 Sabadell Urquijo
8 Credit Suisse
9 Pictet
10 Fidelity Investments
top


Sweden


Best Private Banking Services Overall
2019 2018
1 1 Carnegie
2 2 SEB
3 Credit Suisse
4 UBS
5 4= Svenska Handelsbanken
6 3 Nordea
7 Danske Bank
8= JPMorgan
8= 4= Swedbank
10= DNB Bank
10= Julius Baer
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 SEB
2 1 UBS
3 2 Carnegie
4 Credit Suisse
5= Goldman Sachs
5= 3 JPMorgan
7 4 Nordea
8 Svenska Handelsbanken
9 Danske Bank
10 Burenstam & Partners
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 1 Carnegie
2 3= SEB
3= 6 UBS
3= 2 Svenska Handelsbanken
5 Credit Suisse
6 5 Nordea
7 Julius Baer
8 Danske Bank
9 Deutsche Bank
10= Goldman Sachs
10= Soderberg & Partners
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 4 SEB
2 Carnegie
3 Danske Bank
4= 2 Nordea
4= 3 Svenska Handelsbanken
6 1 Swedbank
7 Rothschild
8 UBP
9= Catella
9= 5 Soderberg & Partners
Asset Management
2019 2018
1 SEB
2 Carnegie
3 UBS
4 Credit Suisse
5= 3= BlackRock
5= 7= Nordea
7 2 Goldman Sachs
8 1 Svenska Handelsbanken
9 Aberdeen Standard Investments
10= Deutsche Bank
10= 5= JPMorgan
Family Office Services
2019 2018
1 2 SEB
2 Credit Suisse
3 1 UBS
4 4= Carnegie
5 3 Nordea
6= 6 JPMorgan
6= Svenska Handelsbanken
8= Burenstam & Partners
8= Swedbank
10 Goldman Sachs
Research and Asset Allocation Advice
2019 2018
1 1 Carnegie
2 2 SEB
3 5 Credit Suisse
4= UBS
4= 3 Nordea
6= ABG Sundal Collier
6= Deutsche Bank
8 Goldman Sachs
9= Svenska Handelsbanken
9= 4 Swedbank
Philanthropic Advice
2019 2018
1 1 SEB
2 2 UBS
3 5= Nordea
4 Svenska Handelsbanken
5 Carnegie
6 Credit Suisse
7 Danske Bank
8 8= Deutsche Bank
9 UBP
10= Coutts
10= FIM
10= Goldman Sachs
10= Rothschild
10= 3= Swedbank
ESG/Social Impact Investing
2019 2018
1 2 SEB
2 5 Nordea
3= Carnegie
3= Svenska Handelsbanken
5= Credit Suisse
5= Swedbank
7 Danske Bank
8= 4 UBS
8= Zurcher Kantonalbank
10= Alandsbanken
10= 3 Deutsche Bank
International Clients
2019 2018
1 Avanza
2 2 SEB
3 Credit Suisse
4 Danske Bank
5= 3 Nordea
5= Nordnet
7 1 UBS
8 Goldman Sachs
9= Carnegie
9= Morgan Stanley
Succession Planning Advice and Trusts
2019 2018
1 SEB
2 Carnegie
3 Credit Suisse
4 2 UBS
5 Danske Bank
6= Nordea
6= 1 Svenska Handelsbanken
8= Goldman Sachs
8= Julius Baer
8= 3 Swedbank
8= UBP
Technology
2019 2018
1 1 Avanza
2 SEB
3 Credit Suisse
4 3 Danske Bank
5= Nordea
5= 2 Nordnet
7 UBS
8 Goldman Sachs
9= Carnegie
9= Morgan Stanley
top


Switzerland


Best Private Banking Services Overall
2019 2018
1 2 UBS
2 1 Pictet
3 Credit Suisse
4 JPMorgan
5 Banco Portugues de Investimento (BPI)
6 3 Julius Baer
7= Barclays
7= Deutsche Bank
9 Goldman Sachs
10 Vontobel
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 1 UBS
2 2 Pictet
3 5 Credit Suisse
4 3= JPMorgan
5 3= Goldman Sachs
6 BNP Paribas
7 6 Julius Baer
8 Lombard Odier
9 Barclays
10= Deutsche Bank
10= HSBC
High Net Worth clients (US$ 5 million to US$ 30 million)
2019 2018
1 1 Pictet
2= 2 UBS
2= 3 Julius Baer
4 4= Credit Suisse
5 Deutsche Bank
6= Barclays
6= JPMorgan
8 Bank J. Safra Sarasin
9= Credit Agricole
9= 4= Lombard Odier
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 1 UBS
2 2 Credit Suisse
3 3 Julius Baer
4 4 Zurcher Kantonalbank
5 Lombard Odier
6 Vontobel
7 Pictet
8 Banco Portugues de Investimento (BPI)
9 BNP Paribas
10= Barclays
10= Credit Agricole
10= UBP
Asset Management
2019 2018
1 3 BlackRock
2 1 UBS
3= 2 Pictet
3= 4 Credit Suisse
5 Banco Portugues de Investimento (BPI)
6= Vontobel
6= Deutsche Bank
8= Goldman Sachs
8= JPMorgan
10= Aberdeen Standard Investments
10= Barclays
10= BNP Paribas
Family Office Services
2019 2018
1 1 UBS
2 2= Credit Suisse
3 2= Pictet
4 JPMorgan
5 6 Deutsche Bank
6= BNP Paribas
6= Julius Baer
8 5 Marcuard Family Office
9= Banco Portugues de Investimento (BPI)
9= Barclays
9= 4 Lombard Odier
Research and Asset Allocation Advice
2019 2018
1 4 Goldman Sachs
2 1 UBS
3 JPMorgan
4 2 Credit Suisse
5 Citi
6 Societe Generale
7= Banco Portugues de Investimento (BPI)
7= BNP Paribas
7= HSBC
7= 3 Pictet
7= Rothschild
Philanthropic Advice
2019 2018
1 1 UBS
2 4 Credit Suisse
3 JPMorgan
4 2 Pictet
5 BNP Paribas
5 Rothschild
7 Societe Generale
8 Julius Baer
9= 3 LGT
9= Lombard Odier
9= Bank J. Safra Sarasin
ESG/Social Impact Investing
2019 2018
1 1 UBS
2 6 Credit Suisse
3 2 Pictet
4 BNP Paribas
5 JPMorgan
6 3= responsAbility
7 3= Vontobel
8 Barclays
9 LGT
10= Julius Baer
10= Lombard Odier
International Clients
2019 2018
1 1 UBS
2 2 Credit Suisse
3 4= Pictet
4 4= JPMorgan
5 Lombard Odier
6= Barclays
6= Societe Generale
6= Vontobel
9= ABN AMRO
9= Banco Portugues de Investimento (BPI)
9= CaixaBank
9= Credit Agricole
9= 6= Deutsche Bank
9= ING
9= Santander
Succession Planning Advice and Trusts
2019 2018
1 1 UBS
2 2 Credit Suisse
3 JPMorgan
4 3 Pictet
5 6= Lombard Odier
6 LGT
7= 4= Julius Baer
7= 4= Rothschild
9 BNP Paribas
10= Deutsche Bank
10= Edmond de Rothschild Group
Technology
2019 2018
1 1 UBS
2 2 Credit Suisse
3 4 Pictet
4 JPMorgan
5 Lombard Odier
6= Barclays
6= Societe Generale
6= Vontobel
9= ABN AMRO
9= Banco Portugues de Investimento (BPI)
9= CaixaBank
9= Credit Agricole
9= Deutsche Bank
9= ING
9= Santander
top


Taiwan

Best Private Banking Services Overall
2019 2018
1 1 CTBC Bank (Chinatrust Commercial Bank)
2 3 Cathay United Bank
3 5= Taipei Fubon Bank
4 Bank of Taiwan
5 2 Citi
6 4 UBS
7 Taishin Financial
8 DBS Bank
9 E.Sun Commercial Bank
10 Taiwan Cooperative Bank
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 1 CTBC Bank (Chinatrust Commercial Bank)
2 4 Cathay United Bank
3 Bank of Taiwan
4 3 Citi
5 Taipei Fubon Bank
6 2 UBS
7 Taishin Financial
8= 5 E.Sun Commercial Bank
8= HSBC
10 Taiwan Cooperative Bank
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 1 CTBC Bank (Chinatrust Commercial Bank)
2 3 Cathay United Bank
3 Bank of Taiwan
4 Taipei Fubon Bank
5 4 Citi
6 2 UBS
7 5 Taishin Financial
8 E.Sun Commercial Bank
9 DBS Bank
10 HSBC
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 1 CTBC Bank (Chinatrust Commercial Bank)
2 2 Cathay United Bank
3 4 Citi
4 Taipei Fubon Bank
5 HSBC
6 3 UBS
7 5 Taishin Financial
8 Bank of Taiwan
9 E.Sun Commercial Bank
10 DBS Bank
Asset Management
2019 2018
1 1 CTBC Bank (Chinatrust Commercial Bank)
2 2 Cathay United Bank
3= UBS
3= Bank of Taiwan
5= 3= Citi
5= HSBC
7= 5 E.Sun Commercial Bank
7= 6 Taipei Fubon Bank
9 3= Taishin Financial
10 DBS Bank
Family Office Services
2019 2018
1 1 CTBC Bank (Chinatrust Commercial Bank)
2 2 Cathay United Bank
3 Citi
4 4 Taishin Financial
5 3 UBS
6= 5 E.Sun Commercial Bank
6= HSBC
8 Bank of Taiwan
9 ABN AMRO
10 Taipei Fubon Bank
Research and Asset Allocation Advice
2019 2018
1 1 CTBC Bank (Chinatrust Commercial Bank)
2 2 Cathay United Bank
3 Taishin Financial
4 4 Citi
5 HSBC
6 DBS Bank
7 5 Bank of Taiwan
8 Taipei Fubon Bank
9 3 UBS
10 E.Sun Commercial Bank
Philanthropic Advice
2019 2018
1 1 CTBC Bank (Chinatrust Commercial Bank)
2 2 Cathay United Bank
3 Bank of Taiwan
4 6= Citi
5= UBS
5= 8 E.Sun Commercial Bank
7 3= Taishin Financial
8= DBS Bank
8= 3= Taipei Fubon Bank
10 ABN AMRO
ESG/Social Impact Investing
2019 2018
1 1 CTBC Bank (Chinatrust Commercial Bank)
2 2 Cathay United Bank
3= Bank of Taiwan
3= 4= Citi
5 4= Taishin Financial
6 E.Sun Commercial Bank
7 DBS Bank
8 3 UBS
9 4= HSBC
10 7= Taipei Fubon Bank
International Clients
2019 2018
1 1 CTBC Bank (Chinatrust Commercial Bank)
2 3 Cathay United Bank
3 2 Citi
4 DBS Bank
5= E.Sun Commercial Bank
5= Taishin Financial
7 Bank of Taiwan
8 Taipei Fubon Bank
9 5 HSBC
10 4 UBS
Succession Planning Advice and Trusts
2019 2018
1 1 CTBC Bank (Chinatrust Commercial Bank)
2 2 Cathay United Bank
3 Bank of Taiwan
4 Taipei Fubon Bank
5 4 Citi
6 5 E.Sun Commercial Bank
7 3 UBS
8= HSBC
8= Taishin Financial
10 First Commercial Bank
Technology
2019 2018
1 1 CTBC Bank (Chinatrust Commercial Bank)
2 2 Cathay United Bank
3 5 Citi
4 DBS Bank
5= E.Sun Commercial Bank
5= Taishin Financial
7 4 Bank of Taiwan
8 Taipei Fubon Bank
9 HSBC
10 3 UBS
top


Thailand


Best Private Banking Services Overall
2019 2018
1 1 Credit Suisse
2 3 Citi
3 Phatra Securities
4= UBS
4= 2 Kasikornbank
6= Julius Baer
6= Morgan Stanley
8 4= Bank of Singapore
9 Siam Commercial Bank
10 Lombard Odier
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 1 Credit Suisse
2 7= Citi
3 3= Kasikornbank
4= 5= JPMorgan
4= 5= Phatra Securities
6 Morgan Stanley
7= 3= Bangkok Bank
7= Julius Baer
7= Siam Commercial Bank
10 Lombard Odier
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 2 Citi
2 1 Credit Suisse
3 4= Kasikornbank
4 4= Bank of Singapore
5 3 Phatra Securities
6 Siam Commercial Bank
7= JPMorgan
7= Lombard Odier
9 Morgan Stanley
10= Bangkok Bank
10= Julius Baer
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 5= Citi
2 3 Siam Commercial Bank
3 5= Bank of Singapore
4 2 Kasikornbank
5 Phatra Securities
6 Bank of Ayudhya (krungsri)
7 Julius Baer
8= DBS Bank
8= JPMorgan
10 Deutsche Bank
Asset Management
2019 2018
1= 5= Bangkok Bank
3 1 UOB
4 3 Aberdeen Standard Investments
5 2 BlackRock
6= Krungsri
6= MG Capital
6= 5= Pictet
6= Siam Commercial Bank
10= Capital Partners
10= JPMorgan
10= 4 TMB
Family Office Services
2019 2018
1 1 Credit Suisse
2 3 Julius Baer
3 2 Kasikornbank
4 5= UBS
5 Citi
6= Bangkok Bank
6= HSBC
6= 5= JPMorgan
6= Lombard Odier
10= Deutsche Bank
10= Phatra Securities
Research and Asset Allocation Advice
2019 2018
1 3 Phatra Securities
2 JPMorgan
3 5= Credit Suisse
4 1 Kasikornbank
5= 4 Citi
5= Goldman Sachs
5= Standard Chartered
8= BlackRock
8= 2 Deutsche Bank
8= Lombard Odier
8= Morgan Stanley
Philanthropic Advice
2019 2018
1 1 Credit Suisse
2 Citi
3 UBS
4 2= Kasikornbank
5= Lombard Odier
5= Pictet
5= Rothschild
8 2= JPMorgan
9= 4= Goldman Sachs
9= Julius Baer
ESG/Social Impact Investing
2019 2018
1 Pictet
2= Citi
2= 1 Credit Suisse
2= Siam Commercial Bank
5 2= Kasikornbank
6= UBS
6= Julius Baer
6= Rothschild
6= UOB
10= AXA
10= Lombard Odier
International Clients
2019 2018
1 1 Citi
2= 7= Kasikornbank
2= 4= Siam Commercial Bank
4 2 Credit Suisse
5= 4= UBS
5= JPMorgan
7= DBS Bank
7= 7= HSBC
9 TMB
Succession Planning Advice and Trusts
2019 2018
1 2 Credit Suisse
2= UBS
2= Julius Baer
4 1 Kasikornbank
5 4= Citi
6= 4= JPMorgan
6= Lombard Odier
6= Pictet
6= Rothschild
10 3 Bangkok Bank
Technology
2019 2018
1 1 Citi
2= 4= Kasikornbank
2= Siam Commercial Bank
4 2= Credit Suisse
5= 2= UBS
5= JPMorgan
7= DBS Bank
7= HSBC
9 6= TMB
top



Turkey


Best Private Banking Services Overall
2019 2018
1 2 Garanti Bank
2 3 Akbank
3 1 YapiKredi
4 4= TEB Ozel (BNP Paribas)
5 4= Is Bank
6 ING
7= Halkbank
7= VakifBank
9 6 Finansbank (Turkey)
10= Burgan Bank
10= Citi
10= Credit Suisse
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 5= TEB Ozel (BNP Paribas)
2 5= Is Bank
3 3 Akbank
4 1 Garanti Bank
5 2 YapiKredi
6 Finansbank (Turkey)
7 VakifBank
8 Halkbank
9= Citi
9= Julius Baer
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 2= YapiKredi
2 2= Akbank
3 4 Is Bank
4 TEB Ozel (BNP Paribas)
5 1 Garanti Bank
6 VakifBank
7 Halkbank
8 ING
9= 6 Credit Suisse
9= Finansbank (Turkey)
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 1 Akbank
2 TEB Ozel (BNP Paribas)
3 2 Garanti Bank
4 5 Is Bank
5 3 YapiKredi
6 Finansbank (Turkey)
7 VakifBank
8= 4 HSBC
8= ING
10 Halkbank
Asset Management
2019 2018
1 2 Is Bank
2= 1 Akbank
2= 4 Garanti Bank
2= 3 YapiKredi
5 TEB Ozel (BNP Paribas)
6 VakifBank
7 Finansbank (Turkey)
8 Halkbank
9= Denizbank
9= ING
9= Pictet
Family Office Services
2019 2018
1= 1 Akbank
1= 5 TEB Ozel (BNP Paribas)
3 4 Garanti Bank
4 2 Is Bank
5 3 YapiKredi
6 VakifBank
7 Halkbank
8= Burgan Bank
8= Finansbank (Turkey)
8= Lombard Odier
Research and Asset Allocation Advice
2019 2018
1 2 Is Bank
2 4 YapiKredi
3 3 Garanti Bank
4= 1 Akbank
4= TEB Ozel (BNP Paribas)
6 Finansbank (Turkey)
7= Halkbank
7= VakifBank
9= Goldman Sachs
9= ING
Philanthropic Advice
2019 2018
1 3 Akbank
2 1 YapiKredi
3 6 Is Bank
4 2 TEB Ozel (BNP Paribas)
5 Garanti Bank
6 Finansbank (Turkey)
7 Halkbank
8 Rothschild
9= Lombard Odier
9= Valmex
ESG/Social Impact Investing
2019 2018
1 1 Akbank
2 4 TEB Ozel (BNP Paribas)
3 2 Garanti Bank
4 VakifBank
5 5 YapiKredi
6 Halkbank
7 3 Is Bank
8 Al Baraka
9 ING
10= Finansbank (Turkey)
10= Qatar National Bank (QNB)
International Clients
2019 2018
1 3 Garanti Bank
2 1 YapiKredi
3 6 TEB Ozel (BNP Paribas)
4 4= Akbank
5 2 Is Bank
6 Halkbank
7= Finansbank (Turkey)
7= VakifBank
9 US Bank
10= Al Baraka
10= ING
Succession Planning Advice and Trusts
2019 2018
1 4= Garanti Bank
2 2 Akbank
3 3 YapiKredi
4= 1 Is Bank
4= TEB Ozel (BNP Paribas)
6= Halkbank
6= 4= VakifBank
8= Finansbank (Turkey)
8= Rothschild
10= Qatar National Bank (QNB)
10= Bank J. Safra Sarasin
Technology
2019 2018
1 1 Garanti Bank
2 3 YapiKredi
3 TEB Ozel (BNP Paribas)
4 4 Akbank
5 2 Is Bank
6 Halkbank
7= 5 Finansbank (Turkey)
7= VakifBank
9 US Bank
10= Al Baraka
10= ING
top


Ukraine


Best Private Banking Services Overall
2019 2018
1 1 Alfa Bank
2 Raiffeisen Bank International
3 Oschadbank
4 Credit Agricole
5 2 Ukrsibbank (BNP Paribas)
6 3 OTP Bank
7= First Ukrainian International Bank
7= Julius Baer
9= Bank of Cyprus
9= Goldman Sachs
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 1 Ukrsibbank (BNP Paribas)
2= 3= Alfa Bank
2= Raiffeisen Bank International
4= Credit Agricole
4= Julius Baer
4= Oschadbank
7= Bank of Cyprus
7= Goldman Sachs
7= 6 OTP Bank
10= JPMorgan
10= PrivatBank
10= Rothschild
10= Ukreximbank
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 2= Alfa Bank
2 Julius Baer
3 6= Ukrsibbank (BNP Paribas)
4= OTP Bank
4= Raiffeisen Bank International
6 Oschadbank
7 Bank of Cyprus
8= First Ukrainian International Bank
8= JPMorgan
10= 2= Dragon Capital
10= EFG International
10= HSBC
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1= PrivatBank
1= Raiffeisen Bank International
1= 1 Ukrsibbank (BNP Paribas)
4 Credit Agricole
5 Alfa Bank
6= Julius Baer
6= Oschadbank
8= First Ukrainian International Bank
8= 5= OTP Bank
10= Bank of Cyprus
10= 5= Dragon Capital
10= EFG International
10= HSBC
Asset Management
2019 2018
1 Alfa Bank
2 4 OTP Bank
3= 3 Investment Capital Ukraine
3= Julius Baer
3= Raiffeisen Bank International
6 1 Dragon Capital
7 Ukreximbank
8= Bank of Cyprus
8= EFG International
8= JPMorgan
8= PrivatBank
8= Ukrgasbank
Family Office Services
2019 2018
1 Pravexbank (Intesa Sanpaolo)
2 Raiffeisen Bank International
3 9= Alfa Bank
4 7= First Ukrainian International Bank
5= 4= Aval Family Office
5= Bank of Cyprus
5= 9= Capital Times
5= Credit Agricole
5= Dragon Capital
5= Julius Baer
5= 2= Ukrsibbank (BNP Paribas)
Research and Asset Allocation Advice
2019 2018
1 1 Dragon Capital
2= 4 Investment Capital Ukraine
2= JPMorgan
4= Capital Times
4= ING
4= Julius Baer
7 Concorde Capital (Ukraine)
8= Bank of Cyprus
8= EFG International
8= Goldman Sachs
Philanthropic Advice
2019 2018
1 1= Julius Baer
2 Raiffeisen Bank International
3= Bank of Cyprus
3= 1= JPMorgan
3= Ukrsibbank (BNP Paribas)
6= HSBC
6= Pictet
6= 8= Ukrsotsbank (UniCredit)
9= EFG International
9= PrivatBank
ESG/Social Impact Investing
2019 2018
1 Credit Agricole
2 Ukrgasbank
3= 4 JPMorgan
3= 3 Julius Baer
3= Raiffeisen Bank International
6= Bank of Cyprus
6= EFG International
6= Ukrgazbank
9 HSBC
10= PrivatBank
10= Vontobel
International Clients
2019 2018
1 PrivatBank
2 First Ukrainian International Bank
3 6 Alfa Bank
4= Julius Baer
4= Ukrsibbank (BNP Paribas)
6 Oschadbank
7 Raiffeisen Bank International
8= Bank of Cyprus
8= Goldman Sachs
8= JPMorgan
Succession Planning Advice and Trusts
2019 2018
1 Raiffeisen Bank International
2 4 Julius Baer
3= Bank of Cyprus
3= EFG International
3= 3 JPMorgan
3= OTP Bank
7 Ukrsibbank (BNP Paribas)
8= Intesa Sanpaolo
8= Vontobel
Technology
2019 2018
1 1 PrivatBank
2 2= First Ukrainian International Bank
3 5= Alfa Bank
4= 5= Julius Baer
4= 2= Ukrsibbank (BNP Paribas)
6 Oschadbank
7 Raiffeisen Bank International
8= Bank of Cyprus
8= Goldman Sachs
8= 8 JPMorgan
top


United Arab Emirates


Best Private Banking Services Overall
2019 2018
1 1 UBS
2 2 Credit Suisse
3 3 JPMorgan
4= BNP Paribas
4= 4 Julius Baer
6 Barclays
7 Citi
8 UBP
9= Goldman Sachs
9= HSBC
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 JPMorgan
2= 1 UBS
2= 2 Credit Suisse
4 4 Citi
5 Goldman Sachs
6= BNP Paribas
6= 5 Julius Baer
8= HSBC
8= National Bank of Abu Dhabi
10 Pictet
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 2 UBS
2 3= Julius Baer
3= 3= Citi
3= 1 Credit Suisse
5 Emirates NBD
6= BNP Paribas
6= UBP
8= Bank of Singapore
8= Barclays
8= Lombard Odier
8= National Bank of Abu Dhabi
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 2= Citi
2 1 Emirates NBD
3 6 Julius Baer
4= 4= Abu Dhabi Commercial Bank
4= LGT
6= UBS
6= BNP Paribas
8= HSBC
8= UBP
10 Bank of Singapore
Asset Management
2019 2018
1 2 JPMorgan
2 1 BlackRock
3 BNP Paribas
4= 5 Aberdeen Standard Investments
4= Goldman Sachs
6= 4 Credit Suisse
6= Julius Baer
8= 3 UBS
8= Emirates NBD
10 ABN AMRO
Family Office Services
2019 2018
1 1 UBS
2 3 JPMorgan
3 HSBC
4 4 Citi
5 2 Credit Suisse
6= Julius Baer
6= BNP Paribas
8 Lombard Odier
9= EFG Hermes
9= Emirates NBD
9= First Advisory Group
9= Goldman Sachs
9= SMP Partners
9= Affin Hwang
9= Arche Family Office
9= Azimut
9= Barclays
9= Boston Private Bank & Trust
Research and Asset Allocation Advice
2019 2018
1 4 Goldman Sachs
2 3 JPMorgan
3 1= UBS
4 1= Credit Suisse
5 Julius Baer
6 BNP Paribas
7 Citi
8= AllianceBernstein
8= Avanza
8= BlackRock
8= Credit Agricole
8= 6 Deutsche Bank
8= Fidor Bank
8= Hellenic Bank
8= Rothschild
8= Bank J. Safra Sarasin
Philanthropic Advice
2019 2018
1 4 BNP Paribas
2 1 UBS
3= 2 Credit Suisse
3= 3 HSBC
5 5 JPMorgan
6 Goldman Sachs
7= Credit Agricole
7= UBP
9 AXA
10= Abu Dhabi Commercial Bank
10= Coutts
10= Emirates NBD
10= Escala Partners
10= Fidor Bank
10= Rothschild
10= Societe Generale
10= Standard Chartered
ESG/Social Impact Investing
2019 2018
1 Barclays
2= UBS
2= Julius Baer
2= UBP
2= BNP Paribas
2= 5= Credit Suisse
7 5= Goldman Sachs
8= Lombard Odier
8= 2 Emirates NBD
10= ABN AMRO
10= Credit Agricole
10= HSBC
10= 3 JPMorgan
International Clients
2019 2018
1 5 Credit Suisse
2 4 UBS
3 BNP Paribas
4 2 Citi
5 3 JPMorgan
6 Julius Baer
7 HSBC
8 Bank J. Safra Sarasin
9= Advent International
9= Goldman Sachs
Succession Planning Advice and Trusts
2019 2018
1 3 Citi
2 Barclays
3 4 JPMorgan
4 BNP Paribas
5 2 UBS
6 1 Credit Suisse
7 5 HSBC
8= Absa (Barclays)
8= Ahli United Bank
8= Credit Agricole
8= Emirates NBD
8= Flossbach von Storch
8= Goldman Sachs
8= Vistra
Technology
2019 2018
1 2 Credit Suisse
2 1 UBS
3 BNP Paribas
4 Citi
5 4 JPMorgan
6 HSBC
7= Bank J. Safra Sarasin
7= Julius Baer
9= Advent International
9= Goldman Sachs
top


United Kingdom 


Best Private Banking Services Overall
2019 2018
1 2 UBS
2 1 JPMorgan
3 6 Barclays
4= VaR Capital
4= 4= Credit Suisse
6= Rothschild
6= Standard Chartered
8 4= Citi
9= HSBC
9= 3 Julius Baer
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 1 JPMorgan
2= 2 UBS
2= 5 Citi
2= 3 Goldman Sachs
5 4 VaR Capital
6 Credit Suisse
7 Julius Baer
8= Barclays
8= HSBC
10 Rothschild
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 1 UBS
2= 6= Barclays
2= 4= Credit Suisse
2= 4= HSBC
2= 6= Julius Baer
6 2 VaR Capital
7 JPMorgan
8 3 Coutts
9= Lombard Odier
9= Rothschild
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 2 Barclays
2 HSBC
3 4 VaR Capital
4= UBS
4= 1 Coutts
6 Credit Suisse
7 Rathbones
8 JPMorgan
9= Adam & Co
9= Julius Baer
Asset Management
2019 2018
1 3= JPMorgan
2 2 BlackRock
3 1 VaR Capital
4 3= Aberdeen Standard Investments
5= Barclays
5= Schroders
7 Credit Suisse
8 Goldman Sachs
9 UBS
10 Deutsche Bank
Family Office Services
2019 2018
1 3= JPMorgan
2 3= Stonehage Fleming
3 Credit Suisse
4 1 VaR Capital
5 Barclays
6 2 Goldman Sachs
7 Stanhope Capital
8 5= Pictet
9= 7 UBS
9= HSBC
9= Julius Baer
9= Standard Chartered
9= Vestra Wealth
Research and Asset Allocation Advice
2019 2018
1 1 JPMorgan
2 Credit Suisse
3 4 Barclays
4= 2 UBS
4= 3 Goldman Sachs
6 Asset Risk Consultants
7= 5 Citi
7= VaR Capital
9= HSBC
9= Pictet
9= RBC
9= Rothschild
Philanthropic Advice
2019 2018
1 1 JPMorgan
2 3 Barclays
3 2 UBS
4 Credit Suisse
5 Goldman Sachs
6= 4 Coutts
6= 5 HSBC
8 VaR Capital
9 Citi
10 Julius Baer
ESG/Social Impact Investing
2019 2018
1 1 UBS
2 2= JPMorgan
3 2= Barclays
4 Credit Suisse
5 Aberdeen Standard Investments
6= Coutts
6= Pictet
6= VaR Capital
9= BlackRock
9= HSBC
9= RBC
International Clients
2019 2018
1 Barclays
2 4 HSBC
3= 3 UBS
3= 5 Credit Suisse
3= Goldman Sachs
6 2 JPMorgan
7= RBC
7= VaR Capital
9 Julius Baer
10= Coutts
10= Deutsche Bank
Succession Planning Advice and Trusts
2019 2018
1 3 Barclays
2 1 UBS
3 4 Coutts
4 HSBC
5 2 Credit Suisse
6 Macfarlanes
7= RBC
7= VaR Capital
9= Citi
9= 5 JPMorgan
Technology
2019 2018
1 1 Barclays
2 HSBC
3= 2 UBS
3= Credit Suisse
3= Goldman Sachs
6 5= JPMorgan
7 VaR Capital
8 Julius Baer
9 RBC
10= 5= Coutts
10= Deutsche Bank
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United States


Best Private Banking Services Overall
2019 2018
1 1 JPMorgan
2 2 Goldman Sachs
3 Morgan Stanley
4 City National Bank (RBC)
5= Bessemer Trust
5= Merrill Lynch Wealth Management
5= Northern Trust
5= Wells Fargo
9= 5 Citi
9= 4 Santander
9= US Trust
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 1 JPMorgan
2 2= Goldman Sachs
3= 5 Merrill Lynch Wealth Management
3= 2= Northern Trust
5= 4 UBS
5= Bessemer Trust
7 Morgan Stanley
8= ABN AMRO
8= 6 Santander
8= US Trust
8= Wells Fargo
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 4= JPMorgan
2 2 Morgan Stanley
3 UBS
4 1 Merrill Lynch Wealth Management/U.S. Trust
5 Wells Fargo
6 Citi
7 Santander
8= BNP Paribas
8= US Trust
10= Allianz
10= Bessemer Trust
10= Bordier & Cie
10= Goldman Sachs
10= Silicon Valley Bank
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 3 JPMorgan
2 Charles Schwab
3 2 Merrill Lynch Wealth Management/U.S. Trust
4 UBS
5 4= Wells Fargo
6 City National Bank (RBC)
7= Citi
7= Goldman Sachs
9= 1 Morgan Stanley
9= 6 Santander
Asset Management
2019 2018
1 2 JPMorgan
2 1 BlackRock
3 Morgan Stanley
4= UBS
4= 3 Goldman Sachs
6 Vanguard
7 Franklin Templeton Investments
8= Amundi
8= BNP Paribas
8= Investec
Family Office Services
2019 2018
1 1 JPMorgan
2 Bessemer Trust
3 2= Northern Trust
4= 2= Goldman Sachs
4= Wellington Management
6 7= Merrill Lynch Wealth Management/ U.S. Trust
7= Abbot Downing
7= Amicorp
7= Bradesco
7= Brown Brothers Harriman
7= Cambridge Associates
7= Charles Schwab
7= HSBC
7= WE Family Offices
7= 7= Wilmington Trust
Research and Asset Allocation Advice
2019 2018
1 1 JPMorgan
2 Morgan Stanley
3 4= BlackRock
4= UBS
4= Citi
4= 2 Goldman Sachs
7 3 Merrill Lynch Wealth Management/ U.S. Trust
8 Vanguard
9= Andbank
9= Barclays
9= Blackstone
9= Charles Schwab
9= Pimco
9= US Trust
9= Wells Fargo
Philanthropic Advice
2019 2018
1 1 JPMorgan
2 Bessemer Trust
3 Wells Fargo
4 US Bank
5= Merrill Lynch Wealth Management/U.S. Trust
5= Morgan Stanley
5= 2 Northern Trust
5= US Trust
9 Cambridge Associates
10= Abu Dhabi Commercial Bank
10= Asset Consulting Group
10= Brown Brothers Harriman
10= Charles Schwab
10= Fidelity Investments
10= Hong Leong Bank
ESG/Social Impact Investing
2019 2018
1 1 JPMorgan
2 3 BlackRock
3 UBS
4= 6= Morgan Stanley
4= US Trust
4= Wells Fargo
7= Barclays
7= Merrill Lynch Wealth Management/U.S. Trust
9= Affinity Private Wealth
9= AllianceBernstein
9= BBVA
9= Guggenheim Partners
9= HSBC
9= Old Mutual Wealth
9= Wellington Management
International Clients
2019 2018
1 Wells Fargo
2 1 UBS
3= Merrill Lynch Wealth Management/U.S. Trust
3= Morgan Stanley
3= Santander
6 Access Bank
7= Nomura
7= US Trust
7= ABN AMRO
10 The Bank of New York Mellon
Succession Planning Advice and Trusts
2019 2018
1 2 JPMorgan
2 3 Bessemer Trust
3 City National Bank (RBC)
4 1 Northern Trust
5 4 Merrill Lynch Wealth Management/U.S. Trust
6= Amicorp
6= US Trust
6= Wells Fargo
9= BDO International
9= Brown Brothers Harriman
9= Butterfield Bank
9= McDermott Will & Emery
9= Standard Chartered
9= US Bank
Technology
2019 2018
1= 1 JPMorgan
1= 2 Merrill Lynch Wealth Management/U.S. Trust
3 Charles Schwab
4 Wells Fargo
5 UBS
6 Citi
7= Fidelity Investments
7= 3 Morgan Stanley
7= 4 Santander
10 Access Bank
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Uruguay


Best Private Banking Services Overall
2019 2018
1 5= Citi
2 4 Julius Baer
3= Raymond James
3= 5= Santander
5= Bank Heritage
5= BBVA
7 Banco Itau
8= Banco Republica
8= Bandes
8= Gletir
Ultra High Net Worth Clients (Greater than US$ 30 million)
2019 2018
1 Citi
2 Julius Baer
3= Raymond James
3= Santander
5 BBVA
6= Banco Itau
6= Bank Heritage
8= Banco Republica
8= Bandes
8= Gletir
High Net Worth Clients (US$ 5 million to US$ 30 million)
2019 2018
1 Citi
2 4= Julius Baer
3= BBVA
3= Raymond James
3= 7= Santander
6 Bank Heritage
7 Banco Itau
8= Bandes
8= Gletir
8= 2= JPMorgan
8= Rothschild
Super Affluent Clients (US$ 1 million to US$ 5 million)
2019 2018
1 4= Citi
2 8 Santander
3= BBVA
3= Raymond James
5= Bank Heritage
5= 4= Julius Baer
7= Banco Itau
7= Jefferies
9= 7 Wells Fargo
9= Banco Republica
9= Bandes
9= Gletir
Asset Management
2019 2018
1= Franklin Templeton Investments
1= Julius Baer
1= 5= MFS Investment Management
4 9= Citi
5= AXA
5= BBVA
5= 2 Goldman Sachs
5= 9= Investec
9= 1 BlackRock
9= Deutsche Bank
9= GAM
9= JPMorgan
9= Morgan Stanley
9= Pimco
Family Office Services
2019 2018
1 JPMorgan
2= Bank Heritage
2= Julius Baer
4 Credit Suisse
5 Raymond James
6= Banco Republica
6= Guggenheim Partners
6= Quilvest Wealth Management (QWM)
9= Banca Privada D'Andorra
9= Banco D' Andorra
9= Larrain Vial
Research and Asset Allocation Advice
2019 2018
1 4= Credit Suisse
2= Bank Heritage
2= Citi
2= 1 JPMorgan
5 Banco Republica
6= Banca Privada D'Andorra
6= Bandes
6= 4= Barclays
6= Rothschild
10= Banco Itau
10= Julius Baer
10= latam consult us
10= Raymond James
Philanthropic Advice
2019 2018
1 3= Credit Suisse
2 7= Julius Baer
3 Citi
4= Bandes
4= Bank Heritage
6 Raymond James
7= Banco D' Andorra
7= Banco Itau
7= Banco Republica
7= Gletir
ESG/Social Impact Investing
2019 2018
1 1= Credit Suisse
2 Julius Baer
3= Bandes
3= Bank Heritage
5 1= Citi
6= Banco Republica
6= BBVA
8= Raymond James
8= Banca Privada D'Andorra
8= Banco D' Andorra
International Clients
2019 2018
1= 3 Citi
1= 2 Credit Suisse
3 Banco Itau
4= Bank Heritage
4= 4= JPMorgan
4= Rothschild
7= BBVA
7= 4= Julius Baer
9= Banco Republica
9= BlackRock
Succession Planning Advice and Trusts
2019 2018
1 1 JPMorgan
2= Bandes
2= 7= Citi
2= Julius Baer
5= Bank Heritage
5= Credit Suisse
7 Raimond James
8= Banco Itau
8= Banco Republica
8= Citco
Technology
2019 2018
1= 7 Citi
1= 4= Credit Suisse
3 Banco Itau
4= Bank Heritage
4= 4= JPMorgan
4= Rothschild
7= BBVA
7= Julius Baer
9= Banco Republica
9= BlackRock
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