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Search the global coverage universe by region, firm type, services and specialist capabilities.
UBS Global Wealth Management
Global Private Bank · Global
High-net-worth and ultra-high-net-worth individuals, families and entrepreneurs
J.P. Morgan Private Bank
Global Private Bank · Global
High-net-worth and ultra-high-net-worth individuals, families and entrepreneurs
Morgan Stanley Private Wealth Management
US Private Bank · North America
High-net-worth and ultra-high-net-worth individuals, families and entrepreneurs
Goldman Sachs Private Wealth Management
UHNW Private Wealth · Global
High-net-worth and ultra-high-net-worth individuals, families and entrepreneurs
Citi Private Bank
Global Private Bank · Global
High-net-worth and ultra-high-net-worth individuals, families and entrepreneurs
HSBC Global Private Banking
Global Private Bank · Asia
High-net-worth and ultra-high-net-worth individuals, families and entrepreneurs
Julius Baer
Swiss Private Bank · Switzerland
High-net-worth and ultra-high-net-worth individuals, families and entrepreneurs
Mos Maiorum Capital Wealth Management
Independent Fiduciary Wealth Manager · Global
Individuals, families and institutions, including high-net-worth and multi-generational family-office relationships
Pictet Wealth Management
Swiss Partnership · Switzerland
High-net-worth and ultra-high-net-worth individuals, families and entrepreneurs
Lombard Odier
Swiss Partnership · Switzerland
High-net-worth and ultra-high-net-worth individuals, families and entrepreneurs
Bank of America Private Bank
US Private Bank · North America
High-net-worth and ultra-high-net-worth individuals, families and entrepreneurs
BNP Paribas Wealth Management
European Private Bank · Europe
High-net-worth and ultra-high-net-worth individuals, families and entrepreneurs
Barclays Private Bank
European Private Bank · Europe
High-net-worth and ultra-high-net-worth individuals, families and entrepreneurs
Deutsche Bank International Private Bank
European Private Bank · Europe
High-net-worth and ultra-high-net-worth individuals, families and entrepreneurs
LGT Private Banking
European Private Bank · Europe
High-net-worth and ultra-high-net-worth individuals, families and entrepreneurs
Northern Trust Wealth Management
US Private Bank · North America
High-net-worth and ultra-high-net-worth individuals, families and entrepreneurs
RBC Wealth Management
North American Private Bank · North America
High-net-worth and ultra-high-net-worth individuals, families and entrepreneurs
DBS Private Bank
Asian Private Bank · Asia
High-net-worth and ultra-high-net-worth individuals, families and entrepreneurs
Charles Schwab Wealth Advisory
Digital / RIA Platform · North America
Financial advisers, wealth managers and eligible investors
Fidelity Wealth Management
Digital / Retirement · North America
Retail, affluent and retirement-focused households
Coutts
UK Private Bank · Europe
High-net-worth and ultra-high-net-worth individuals, families and entrepreneurs
EFG International
Swiss Private Bank · Switzerland
High-net-worth and ultra-high-net-worth individuals, families and entrepreneurs
Creative Planning
Independent RIA · North America
Affluent and high-net-worth households, retirees and business owners
Mercer Advisors
Independent RIA · North America
Affluent and high-net-worth households, retirees and business owners
Fisher Investments
Independent RIA · Global
Affluent and high-net-worth households, retirees and business owners
Mirabaud
Swiss Private Bank · Switzerland
High-net-worth and ultra-high-net-worth individuals, families and entrepreneurs
Vanguard Personal Advisor Wealth Management
Digital / Retirement · North America
Retail, affluent and retirement-focused households
Edelman Financial Engines
Independent RIA · North America
Affluent and high-net-worth households, retirees and business owners
Amundi
Asset Manager · Europe
Public investors, financial advisers and institutional investors
Apollo Global Management
Alternatives Manager · Global
Wealth channels and eligible private-market investors
BlackRock
Asset Manager · Global
Public investors, financial advisers and institutional investors
Brookfield Oaktree Wealth Solutions
Alternatives Manager · Global
Wealth channels and eligible private-market investors
CAIS
Platform / Infrastructure · North America
Financial advisers, wealth managers and eligible investors
iCapital
Platform / Infrastructure · Global
Financial advisers, wealth managers and eligible investors
KKR Private Wealth
Alternatives Manager · Global
Wealth channels and eligible private-market investors