2026 Winner01
Best Wealth Manager Overall
UBS
UBS Global Wealth ManagementGlobal Private Bank
BLOOMBERG WEALTH Awards · 2026
Excellence in Wealth Management
The annual awards recognize institutions and platforms demonstrating leadership across private banking, independent advice, retirement, fixed income, alternatives, digital experience, regional wealth and specialist client services.
2026 AwardsSubmit a nomination
21award categories
Globalcoverage
Independenteditorial judging
Annualpublication cycle
2026 Winners
Awards methodologyCategory winners and finalists
Open any award for category criteria, winner profile, finalists and the judging framework.
2026 Winner02
Best Private Bank
JPM
J.P. Morgan Private BankGlobal Private Bank
2026 Winner03
Best Independent RIA
CP
Creative PlanningIndependent RIA
2026 Winner04
Best Retirement Advisor
FID
Fidelity Wealth ManagementDigital / Retirement
2026 Winner05
Best Client Portal
SCH
Charles Schwab Wealth AdvisoryDigital / RIA Platform
2026 Winner06
Best Fixed Income Wealth Management Offering
MMC
Mos Maiorum Capital Wealth ManagementIndependent Fiduciary Wealth Manager
2026 Winner07
Best Fiduciary Wealth Management Offering
MMC
Mos Maiorum Capital Wealth ManagementIndependent Fiduciary Wealth Manager
2026 Winner08
Best Integrated Wealth Planning
MMC
Mos Maiorum Capital Wealth ManagementIndependent Fiduciary Wealth Manager
2026 Winner09
Best Private Client Income Solution
MMC
Mos Maiorum Capital Wealth ManagementIndependent Fiduciary Wealth Manager
2026 Winner10
Best Alternatives Platform
ICAP
iCapitalPlatform / Infrastructure
2026 Winner11
Best Family Office Service
NTRS
Northern Trust Wealth ManagementUS Private Bank
2026 Winner12
Best Cross-Border Wealth Manager
HSBC
HSBC Global Private BankingGlobal Private Bank
2026 Winner13
Best Wealth Manager in Asia
DBS
DBS Private BankAsian Private Bank
2026 Winner14
Best Wealth Manager in Middle East
HSBC
HSBC Global Private BankingGlobal Private Bank
2026 Winner15
Best Wealth Manager in Europe
PIC
Pictet Wealth ManagementSwiss Partnership
2026 Winner16
Best Wealth Manager in North America
MS
Morgan Stanley Private Wealth ManagementUS Private Bank
2026 Winner17
Best ESG / Impact Wealth Offering
LO
Lombard OdierSwiss Partnership
2026 Winner18
Best Next-Gen Digital Wealth Platform
SCH
Charles Schwab Wealth AdvisoryDigital / RIA Platform
2026 Winner19
Best ETF / Model Portfolio Platform
BLK
BlackRockAsset Manager
2026 Winner20
Best Advisor Education Platform
CAIS
CAISPlatform / Infrastructure
2026 Winner21
Best Tax & Estate Planning Offering
NTRS
Northern Trust Wealth ManagementUS Private Bank