BLOOMBERG WEALTH Terminal
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| Rank | Firm | Segment | Region |
|---|---|---|---|
| #1 | UBS Global Wealth Management | Global Private Bank | Global |
| #2 | J.P. Morgan Private Bank | Global Private Bank | Global |
| #3 | Morgan Stanley Private Wealth Management | US Private Bank | North America |
| #4 | Goldman Sachs Private Wealth Management | UHNW Private Wealth | Global |
| #5 | Citi Private Bank | Global Private Bank | Global |
| #6 | HSBC Global Private Banking | Global Private Bank | Asia |
| #7 | Julius Baer | Swiss Private Bank | Switzerland |
| #8 | Mos Maiorum Capital Wealth Management | Independent Fiduciary Wealth Manager | Global |
| #9 | Pictet Wealth Management | Swiss Partnership | Switzerland |
| #10 | Lombard Odier | Swiss Partnership | Switzerland |
Global ███████████ 11 firms
North America ███████████ 11 firms
Asia ██ 2 firms
Europe ██████ 6 firms
Switzerland █████ 5 firms
01 Best Wealth Manager Overall · UBS
02 Best Private Bank · JPM
03 Best Independent RIA · CP
04 Best Retirement Advisor · FID
05 Best Client Portal · SCH
06 Best Fixed Income Wealth Management Offering · MMC
07 Best Fiduciary Wealth Management Offering · MMC
08 Best Integrated Wealth Planning · MMC
09 Best Private Client Income Solution · MMC
10 Best Alternatives Platform · ICAP
Discretionary 21 firms
Advisory 27 firms
ETFs/Funds 16 firms
Fixed Income 32 firms
Alternatives 26 firms
Private Markets 13 firms
Lending 12 firms
Retirement 14 firms
Tax/Estate 15 firms
Family Office 15 firms
| Code | Firm | Coverage | |
|---|---|---|---|
| UBS | UBS Global Wealth Management | 13 services | |
| JPM | J.P. Morgan Private Bank | 11 services | |
| MS | Morgan Stanley Private Wealth Management | 10 services |
SPY S&P 500 ETF Equity ETF
QQQ Nasdaq-100 ETF Equity ETF
FEZ EURO STOXX 50 ETF Equity ETF
US10Y US 10Y Treasury Rates
DXY US Dollar Index FX
EUR/USD EUR / USD FX
XAU Gold Commodities
BRENT Brent Crude Commodities
Rates Central-bank policy
Inflation CPI / PCE / wages
Growth GDP / PMIs / jobs
Earnings Margins / revisions
Credit Spreads / defaults
FX / commodities Dollar / oil / gold