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 | |
top |
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 | |
top |
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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