Private Banking and Wealth Management Survey 2020: Results Index

• Overall Global Results

  • Best Private Banking Services Overall

  • Net-worth-specific services:

    •    Mega HNW (>$250m)

    •    UHNW (>$30mln-$250mln)

    •    HNW ($5mln-$30mln)

    •    Super Affluent ($1mln-$ 5mln)

  • Capital Markets and Advisory

  • ESG/Impact Investing

  • Family Office Services

  • International Clients

  • Investment Management

  • Next Generation

  • Philanthropic Advice

  • Research and Asset Allocation Advice

  • Serving Business Owners

  • Data Management and Security

  • Innovative or Emerging Technology Adoption

• Regional Results

  • Africa

  • Asia Pacific

  • Central & Eastern Europe

  • Latin America 

  • Middle East 

  • Nordics & Baltics

  • Western Europe

• Domestic Results

  • A to C:

  • D to I:

  • J to P:

  • R to T:

  • U:

    Ukraine

    United Arab Emirates

    United Kingdom

    United States

Can Khan and Naratil make more of UBS Wealth?

UBS Global Wealth Management is the world’s best wealth manager. It is an accolade the firm has enjoyed for 13 of the 17 years of Euromoney’s annual survey. But its financial performance does not match its scale. A new partnership at the top of the firm has a plan to integrate business lines and streamline processes.

How to win in wealth over the next decade

Pressure on wealth management profits will become fiercer in the decade ahead as low interest rates prevail. Business heads say global expertise, proximity to clients, technology and providing sustainable investing opportunities will help them win more business.

Universal benefits

Should spirituality be one of the lenses through which the wealthy manage their money? Faith-based investors certainly think so. Euromoney talks to funds and wealth advisers who believe that positive energy or religion-driven strategies can bring enhanced returns.

XP connects with Brazil’s wealthy

It has made waves with an IPO and by building a strong retail banking platform. Less well known is how the firm is gatecrashing the country’s thriving wealth management industry.