BLOOMBERG WEALTH · 2026 Edition
Global Wealth Management Rankings
Our editorial ranking compares leading private banks, independent wealth managers, RIAs and specialist platforms across client service, investment process, transparency, digital infrastructure, product breadth and specialist capability.
2026Global EditionView methodology
| Rank | Firm | Segment | Region | Client minimum | Product coverage | Specialist strengths | Editorial rationale |
|---|---|---|---|---|---|---|---|
| 1 | JPM J.P. Morgan Private Bank 2026 Best for $10m+ Portfolios | Global Private Bank | Global | Contact firm | 11/14 | Credit and bespoke lending · Alternatives access · Founder advisory | Credit and bespoke lending · Alternatives access |
| 2 | MS Morgan Stanley Private Wealth Management 2026 Best for $10m+ Portfolios | US Private Bank | North America | Contact firm | 10/14 | Stock-plan adjacency · Advisor teams · Alternatives access | Stock-plan adjacency · Advisor teams |
| 3 | GS Goldman Sachs Private Wealth Management 2026 Best for $10m+ Portfolios | UHNW Private Wealth | Global | Contact firm | 9/14 | Private markets · Institutional access · UHNW coverage | Private markets · Institutional access |
| 4 | CITI Citi Private Bank 2026 Best for $10m+ Portfolios | Global Private Bank | Global | Contact firm | 9/14 | Cross-border · Global family office · FX and capital markets | Cross-border · Global family office |
| 5 | UBS UBS Global Wealth Management 2026 Best for $10m+ Portfolios | Global Private Bank | Global | Contact firm | 13/14 | Global booking centres · CIO research · Family office depth | Global booking centres · CIO research |
| 6 | HSBC HSBC Global Private Banking 2026 Best for $10m+ Portfolios | Global Private Bank | Asia | Contact firm | 9/14 | Asia corridors · Entrepreneurs · Cross-border | Asia corridors · Entrepreneurs |
| 7 | JB Julius Baer 2026 Best for $10m+ Portfolios | Swiss Private Bank | Switzerland | Contact firm | 8/14 | Pure private banking · Open architecture · Emerging markets | Pure private banking · Open architecture |
| 8 | PIC Pictet Wealth Management 2026 Best for $10m+ Portfolios | Swiss Partnership | Switzerland | Contact firm | 7/14 | Stewardship · Thematic investing · Family wealth | Stewardship · Thematic investing |
| 9 | BOA Bank of America Private Bank 2026 Best for $10m+ Portfolios | US Private Bank | North America | Contact firm | 10/14 | Trust services · Philanthropy · Estate planning | Trust services · Philanthropy |
Methodology: Ranking positions are determined under the published BLOOMBERG WEALTH methodology. Commercial relationships, advertising, sponsorships and award licensing are separated from editorial ranking decisions.