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Results: 26

Lombard Odier

Switzerland
Banking Providers, 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 quite unique.

Banking ProvidersDigital ExcellenceSustainabilityVisionary Purpose Asset ManagementWealth Management

J. Safra Sarasin

Switzerland
Private Bank

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 bank, a 30+ year track record as the global pioneer in sustainable investing, and a bespoke technology platform.

Sustainability Asset ManagementWealth Management

SVB 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.

Digital ExcellenceSustainabilityVisionary Purpose Corporate FinanceWealth Management

Morgan Stanley

United States of America
Investment Bank, Private 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.

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.

Banking ProvidersDigital Excellence Asset ManagementInvestment BankingWealth Management

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.

Visionary Purpose Asset ManagementCorporate FinanceReal EstateTreasuryWealth Management

Goldman Sachs

United States of America
Investment Bank, Private 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 US, Goldman Sachs also offers GS Select, a private banking offering.

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 Brothers & Co. formed the current BBH.

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 with a strong international focus.

Wealth Management

UBS

Switzerland
Private Bank

UBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland.

Visionary Purpose Asset ManagementCorporate FinanceInternational BankingWealth Management

Globalance Bank

Switzerland
Private Bank

Globalance 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
Private Bank

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 wealth management, asset management and asset servicing, to private clients and institutions.

Asset ManagementInvestment BankingWealth Management

REYL & Cie

Switzerland
Private Bank

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 offices in Switzerland, Europe and the rest of the world

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 for both private and institutional clients.

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.

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.

Corporate BankingRetail BankingWealth Management

Quintet

Switzerland
Private Bank

Quintet Private Bank, founded in 1949, is headquartered in Luxembourg with a presence in 50 European cities. Quintet has over 2,000 staff and €72.6 billion in assets under management and custody.

International BankingInternational FinanceWealth 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 management division.

Digital Excellence Retail BankingWealth Management

CA Indosuez

France
Private Bank

Indosuez Wealth Management is managing the needs of some of the most prominent families worldwide for more than 145 years.

Asset ManagementWealth Management

Banca Generali

Italy
Private Bank

Italy's third-largest private bank by assets — now nearing €50 billion — and leading among banks with models focused solely on financial advisors.

Sustainability Wealth Management

Carnegie

Sweden
Investment Bank, Private 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 Private banking in Sweden.

Investment BankingWealth Management

Macquarie

Australia
Investment Bank, Private Bank

Macquarie Group Limited is an Australian multinational independent investment bank and financial services company. Headquartered and listed in Australia, Macquarie employs more than 14,000 staff in 25 countries.

Proven Agility Asset ManagementCorporate FinanceInvestment BankingRetail BankingWealth Management

Itaú Private Bank

Brazil
Commercial Bank, Private 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 occurred on November 4, 2008 to form It is the 10th largest bank in the world by market value.

Sustainability Corporate FinanceRetail 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.

Visionary Purpose International BankingInvestment BankingRetail BankingWealth Management

Vontobel

Switzerland
Investment Bank, 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 generation of his direct descendants.

Sustainability Wealth Management
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