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 | SCH Charles Schwab Wealth Advisory 2026 Digital Wealth Platforms | Digital / RIA Platform | North America | USD 500k publicly stated | 6/14 | Fee transparency · RIA custody · Retirement | Digital service coverage |
| 2 | FID Fidelity Wealth Management 2026 Digital Wealth Platforms | Digital / Retirement | North America | USD 500k general eligibility | 7/14 | Workplace conversion · Planning tools · Retirement | Digital service coverage |
| 3 | VAN Vanguard Personal Advisor Wealth Management 2026 Digital Wealth Platforms | Digital / Retirement | North America | USD 5m qualifying assets | 5/14 | Low cost · Index portfolios · Retirement drawdown | Digital service coverage |
| 4 | UBS UBS Global Wealth Management 2026 Digital Wealth Platforms | Global Private Bank | Global | Contact firm | 13/14 | Global booking centres · CIO research · Family office depth | Digital service coverage |
| 5 | MS Morgan Stanley Private Wealth Management 2026 Digital Wealth Platforms | US Private Bank | North America | Contact firm | 10/14 | Stock-plan adjacency · Advisor teams · Alternatives access | Digital service coverage |
| 6 | DBS DBS Private Bank 2026 Digital Wealth Platforms | Asian Private Bank | Asia | Contact firm | 7/14 | Singapore hub · Digital banking · Asia entrepreneurs | Digital service coverage |
| 7 | HSBC HSBC Global Private Banking 2026 Digital Wealth Platforms | Global Private Bank | Asia | Contact firm | 9/14 | Asia corridors · Entrepreneurs · Cross-border | Digital service coverage |
| 8 | EFG EFG International 2026 Digital Wealth Platforms | Swiss Private Bank | Switzerland | Contact firm | 6/14 | Relationship manager model · International HNW · Open architecture | Digital service coverage |
Methodology: Ranking positions are determined under the published BLOOMBERG WEALTH methodology. Commercial relationships, advertising, sponsorships and award licensing are separated from editorial ranking decisions.