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Results: 47

Lombard Odier

Switzerland
Private Bank

The Swiss, family-owned bank founded in 1796, with roughly 2500 employees and CHF 290 bn AuM may sound like many of the others but in fact has evolved to be...

Banking ProvidersDigital ExcellenceSustainabilityVisionary Purpose Asset ManagementWealth Management

UBS

Switzerland
Private Bank

UBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence...

Visionary Purpose Asset ManagementCorporate FinanceInternational BankingWealth Management

Boston Private

United States of America
Private Bank

Boston Private is a leading provider of integrated wealth management, trust and banking services to individuals, families, businesses and nonprofits. For more than 30 years, Boston Private has delivered comprehensive...

Digital ExcellenceSustainabilityVisionary Purpose Corporate FinanceWealth Management

Morgan Stanley

United States of America
Investment Bank

Morgan Stanley provides its family office and UHNWI clients with an exclusive boutique experience that leverages the Firm’s global financial resources and delivers bespoke, comprehensive solutions. They advise, originate, trade,...

Global MarketsInvestment BankingWealth Management

Northern Trust

United States of America
Private Bank

Founded in 1982, Northern Trust’s GFO group has a focused commitment to families of significant wealth, their private foundations and the family offices that serve them. Across the globe, the...

Banking ProvidersDigital Excellence Asset ManagementInvestment BankingWealth Management

JP Morgan

United States of America
Investment Bank

JPMorgan Chase & Co. is an American multinational investment bank and financial services holding company headquartered in New York City. JPMorgan Chase is ranked by S&P Global as the largest...

Asset ManagementCorporate BankingInvestment BankingTreasury

Edmond de Rothschild

Switzerland
Private Bank

Edmond de Rothschild is a family owned, 250 year old investments house. They provide investment products and advice based on our in-house analysis of macroeconomic trends. The Edmond de Rothschild...

Visionary Purpose Asset ManagementCorporate FinanceReal EstateTreasuryWealth Management

Jefferies

United States of America
Investment Bank

Jefferies Group LLC is an American multinational independent investment bank and financial services company that is headquartered in New York City. The firm provides clients with capital markets and financial...

Asset ManagementInvestment BankingWealth Management

Silicon Valley Bank (SVB)

United States of America
Private Bank

Silicon Valley Bank (SVB) offers commercial and private banking, asset management, private wealth management, brokerage and investment services and funds management services to companies in the technology, life science and...

Digital ExcellenceDiversity Asset ManagementCorporate FinanceInternational Banking

Goldman Sachs

United States of America
Investment Bank

Goldman Sachs is an American investment bank headquartered in New York City. It offers services in investment banking, wealth management, securities, asset management, prime brokerage, and securities underwriting. In the...

Visionary Purpose Asset ManagementInternational BankingInvestment Banking

BBH Private Bank & 1818

United States of America
Private Bank

Brown Brothers Harriman & Co. is the oldest and one of the largest private banks in the United States. In 1931, the merger of Brown Brothers & Co. and Harriman...

CA Indosuez

France

Indosuez Wealth Management is managing the needs of some of the most prominent families worldwide for more than 145 years. They are present in more than 13 geographies, with a...

Asset ManagementWealth Management

J. Safra Sarasin

Switzerland
Private Bank

J. Safra Sarasin offers family offices and young entrepreneurs a powerful combination of 180 years building wealth for multiple generations of clients, the principles and values of a family owned...

Sustainability Asset ManagementWealth Management

Globalance Bank

Switzerland
Private Bank

Globalance Bank was founded in 2011 and is the only Swiss private bank exclusively focused on sustainable investing. Their impressive wealth impact platform, Globalance World, provides extensive information on investments:...

Sustainability Wealth Management

Pictet

Switzerland

Pictet is a Swiss multinational private bank and financial services company founded in Switzerland. Headquartered in Geneva, it is one of the largest Swiss banks and primarily offers services in...

Asset ManagementInvestment BankingWealth Management

REYL & Cie

Switzerland

REYL & Cie Ltd is licensed as a bank in Switzerland and forms part of REYL Group. Founded in 1973, the REYL Group is an independent diversified banking group with...

Asset ManagementWealth Management

UBP

Switzerland
Private Bank

UBP is one of Switzerland’s leading private banks, and is among the best-capitalised, with a Tier 1 ratio of 27.7%. The Bank is specialised in the field of wealth management...

Visionary Purpose Asset ManagementTreasuryWealth Management

LGT

Liechtenstein
Private Bank

LGT Group is one of the largest family-owned private banking and asset management groups in the world. LGT, originally known as The Liechtenstein Global Trust, is owned by the princely...

Asset ManagementWealth Management

BIL

Luxembourg
Private Bank

Banque Internationale à Luxembourg S.A. is the oldest private bank in Luxembourg, founded in 1910. It offers commercial and corporate banking services. The Bank provides services including investment management and...

Corporate BankingRetail BankingWealth Management

Quintet

Switzerland
Private Bank

Quintet Private Bank was founded in 1949, is headquartered in Luxembourg and operates in 50 cities across Europe, with over 2,000 staff. Quintet’s family of private banks includes Brown Shipley...

International BankingInternational FinanceWealth Management

Barclays

United Kingdom
Commercial Bank

Barclays is a British multinational investment bank and financial services company, headquartered in London, England. Apart from investment banking, Barclays is organised into four core businesses: personal banking, corporate banking,...

Corporate BankingRetail BankingWealth Management

Coutts

United Kingdom
Private Bank

Coutts & Co. is a private bank and wealth manager. Founded in 1692, it is the eighth oldest bank in the world. Today, Coutts forms part of NatWest Group’s wealth...

Digital Excellence Retail BankingWealth Management

Julius Baer

Switzerland
Private Bank

Julius Baer, is a private banking corporation founded and based in Switzerland. Headquartered in Zürich The 130 year old bank prides itself on their highly personal service to UHNWIs along...

Wealth Management

CaixaBank

Spain
Commercial Bank

CaixaBank is Spain’s leading retail bank. At the close of 2019, CaixaBank Private Banking had €73.4 billion in assets under management. They have an omni-channel customer service model that combines,...

Maybank

Malaysia
Commercial Bank

Maybank is Malaysia’s largest bank by market capitalisation and total assets and one of the largest banks in Southeast Asia, with total assets exceeding US$203 billion. Headquartered in Malaysia with...

Global MarketsInvestment BankingIslamic Asset ManagementRetail Banking

Carnegie

Sweden
Investment Bank

Carnegie is a Nordic investment bank with operations in the UK and USA. In different regions they offer combinations of Investment Banking, Wealth Management, Corporate & Project Finance and even...

Investment BankingWealth Management

Deutsche Bank

Germany
Commercial Bank

Deutsche Bank AG is a German multinational investment bank and financial services company headquartered in Frankfurt, Germany, and dual-listed on the Frankfurt Stock Exchange and the New York Stock Exchange....

Asset ManagementCorporate BankingInvestment BankingWealth Management

BNP Paribas

France
Commercial Bank

BNP Paribas S.A. is a French international banking group. It is the world’s 8th largest bank by total assets, and currently operates with a presence in 72 countries. With both...

Sustainability Corporate BankingInternational BankingInternational FinanceRetail Banking

ING

Netherlands
Commercial Bank

The ING Group is a Dutch multinational banking and financial services corporation headquartered in Amsterdam. The three letters stand for “Internationale Nederlanden Groep”. With total assets of US$1.1 trillion, it...

Corporate FinanceInvestment BankingRetail BankingWealth Management

Triodos

Netherlands
Investment Bank

With headquarters in the Netherlands and offices in Belgium, France, Germany, Spain and the United Kingdom, Triodos was founded in 1980 to help create a society that protects and promotes...

Sustainability Investment Banking

BMO

Canada
Commercial Bank

Serving customers for 200 years and counting, BMO is a highly diversified financial services provider – the 8th largest bank, by assets, in North America. With total assets of $949...

Corporate FinanceInternational BankingRetail BankingWealth Management

ABN Amro MeesPierson

Netherlands
Investment Bank

ABN AMRO is a Dutch bank for retail, corporate and private banking clients. Their focus is on Northwest Europe. In private banking, they hold top positions in the Eurozone with...

Corporate BankingRetail BankingTreasuryWealth Management

SEB Bank

Sweden
Commercial Bank

Owned & controlled by the Swedish Wallenberg family since 1856, the bank has an operational presence throughout the Nordics, Baltics, UK and Germany as well other key family office locations...

DiversityTransparency Asset ManagementCorporate FinanceInternational BankingRetail BankingWealth Management

Royal Bank of Canada

Canada
Commercial Bank

Royal Bank of Canada (RBC) is Canada’s largest bank and one of the largest in the world based on market capitalization. RBC provides personal and commercial banking; private banking; investment...

Corporate FinanceInvestment BankingRetail BankingTreasuryWealth Management

Danske Bank

Denmark
Commercial Bank

Danske Bank is headquartered in Copenhagen and operational throughout the Nordics and Northern Ireland serving personal as well as business and institutional customers in these markets. The largest shareholder is...

Asset ManagementCorporate BankingRetail BankingWealth Management

Banca Generali

Italy
Private Bank

Italy’s third-largest private bank by assets — now around € 74 billion — and leading among banks with models focused solely on financial advisors. They follow an open-source model, which...

Sustainability Wealth Management

Unicredit

Italy
Commercial Bank

UniCredit is a simple, successful pan-European Commercial Bank with a fully plugged-in CIB, delivering a unique Western, Central and Eastern European network to its extensive client franchise. What sets UniCredit...

Sustainability Corporate BankingInvestment BankingRetail BankingWealth Management

DBS

Singapore
Commercial Bank

DBS Bank Ltd is a Singaporean multinational banking and financial services corporation headquartered in Marina Bay, Singapore. The company was known as The Development Bank of Singapore Limited, before the...

Digital ExcellenceVisionary Purpose Corporate FinanceInternational FinanceRetail BankingWealth Management

Macquarie

Australia
Investment Bank

A global financial services group, Macquarie operates in 31 markets, including Australia, the Americas, Europe and Asia. A top global asset manager, the group has $A556.3 billion in assets under...

Proven Agility Asset ManagementCorporate FinanceInvestment BankingRetail BankingWealth Management

ANZ Bank

Australia
Commercial Bank

ANZ Bank, headquartered in Melbourne is one of the top 4 Australian commercial banks and holds the dominant market share as the main bank to Australian Family Offices with 15...

Corporate FinanceRetail Banking

Itaú Private Bank

Brazil
Commercial Bank

Banco Itaú Unibanco S.A. is a Brazilian publicly traded bank with headquarters in São Paulo, Brazil. The bank is the result of the merger of Banco Itaú and Unibanco, which...

Sustainability Corporate FinanceRetail BankingWealth Management

Merrill

United States of America
Investment Bank

Merrill (Merrill Lynch, Pierce, Fenner & Smith Incorporated) and previously branded as Merrill Lynch, is an American investing and wealth management division of Bank of America. Along with BofA Securities,...

Investment BankingWealth Management

Citi

United States of America
Private Bank

The Citi Private Capital Group is dedicated to serving clients who are represented by private investment companies, family offices, and family-owned businesses. Part of financial services multinational Citigroup, Citibank was...

Visionary Purpose International BankingInvestment BankingRetail BankingWealth Management

Alex Brown

United States of America
Investment Bank

Alex Brown is a diversified financial services company engaged primarily in financial planning, wealth management, investment banking and other banking services through its parent company Raymond James.

Investment BankingWealth Management

Vontobel

Switzerland
Private Bank

Vontobel Holding AG is a leading Swiss private banking and investment management group headquartered in Zurich. Established in 1924, it has over 2,000 employees across 30 offices in 22 countries.

Digital Excellence Asset ManagementWealth Management

C. Hoare & Co

United Kingdom
Private Bank

C. Hoare & Co., also known as Hoares, is a British private bank, founded in 1672 by Sir Richard Hoare; it remains family-owned and is currently managed by the eleventh...

Sustainability Wealth Management

BBVA

Spain
Commercial Bank

Banco Bilbao Vizcaya Argentaria, S.A., better known by its initialism BBVA, is a Spanish multinational financial services company based in Madrid and Bilbao, Spain. It is one of the largest...

Corporate FinanceInternational BankingRetail Banking
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