The Euromoney Private Banking and Wealth Management Survey results for 2019 have been announced.
The Private Banking and Wealth Management Survey provides a qualitative review of the best services in private banking, by region and by areas of service. More than 2,000 private bankers took part in the 2019 survey.
Top of the rankings for Guernsey and Jersey are as follows:
Guernsey
• Best Private Banking Services Overall – Julius Baer
• Ultra High Net Worth Clients (Greater than $30 million) – Rothschild
• High Net Worth Clients ($5 million to $30 million) – Julius Baer
• Super Affluent Clients ($1 million to $5 million) – Canaccord Genuity
• Asset Management – Julius Baer
• Family Office Services – Rothschild
• Research and Asset Allocation Advice – Barclays
• Philanthropic Advice – Julius Baer
• ESG/Social Impact Investing – Julius Baer
• International Clients – HSBC
• Succession Planning Advice and Trusts – Intertrust
• Technology – HSBC
Jersey
• Best Private Banking Services Overall – Affinity Private Wealth
• Ultra High Net Worth Clients (Greater than $30 million) – RBC
• High Net Worth Clients ($5 million to $30 million) – Coutts
• Super Affluent Clients ($1 million to $5 million) – HSBC
• Asset Management – Affinity Private Wealth
• Family Office Services – Stonehage Fleming
• Research and Asset Allocation Advice – Affinity Private Wealth
• Philanthropic Advice – UBS
• ESG/Social Impact Investing – UBS
• International Clients – UBS
• Succession Planning Advice and Trusts – Rawlinson & Hunter
• Technology – UBS