Financial Planning Services

Expert financial planning services from leading private banks

Wealth Planning

Comprehensive wealth planning strategies

Investment planning
Retirement planning
Estate planning
Tax planning

Financial Advisory

Expert financial advisory services

Portfolio analysis
Risk assessment
Goal setting
Strategy development

Retirement Planning

Long-term retirement planning solutions

Pension planning
Investment strategies
Income planning
Legacy planning

Compare Financial Planning Providers

Bank	Minimum Investment	Management Fee	Key Features
UBS Private Banking	$2,000,000	0.50% - 1.50%	Wealth Planning Investment Management Portfolio Management	View Profile
Credit Suisse Private Banking	$1,000,000	0.45% - 1.35%	Wealth Planning Investment Advisory Portfolio Management	View Profile
J.P. Morgan Private Bank	$5,000,000	0.60% - 1.75%	Investment Management Portfolio Management Trust Services	View Profile
Goldman Sachs Private Wealth	$10,000,000	0.75% - 2.25%	Investment Management Portfolio Management Alternative Investments	View Profile
Morgan Stanley Private Bank	$5,000,000	0.65% - 1.85%	Investment Management Portfolio Management Financial Planning	View Profile
Deutsche Bank Private Wealth	€3,000,000	0.55% - 1.65%	Investment Management Portfolio Management Wealth Planning	View Profile
Barclays Private Bank	£1,000,000	0.50% - 1.45%	Investment Management Portfolio Management Wealth Planning	View Profile
BNP Paribas Wealth Management	€1,500,000	0.60% - 1.80%	Investment Management Portfolio Management Wealth Planning	View Profile
Julius Baer	CHF 1,000,000	0.65% - 1.75%	Investment Management Portfolio Management Wealth Planning	View Profile
BMO Private Wealth	CAD $1,000,000	0.75% - 1.85%	Private Banking Wealth Management Estate Planning	View Profile
TD Private Investment Counsel	CAD $500,000	0.65% - 1.75%	Investment Counsel Wealth Advisory Portfolio Management	View Profile
DBS Private Banking	SGD 3,000,000	0.45% - 1.55%	Wealth Management Estate Planning Investment Advisory	View Profile
OCBC Private Banking	SGD 2,000,000	0.40% - 1.50%	Private Banking Investment Management Trust Services	View Profile
UOB Private Banking	SGD 1,000,000	0.42% - 1.52%	Wealth Management Succession Planning Investment Advisory	View Profile
Standard Chartered Private Bank	USD 2,000,000	0.50% - 1.60%	Private Banking Investment Advisory Legacy Planning	View Profile
Commonwealth Bank Private Banking	AUD 5,000,000	0.65% - 1.45%	Investment Advisory Estate Planning Tax Optimization	View Profile
ANZ Private Banking	AUD 2,000,000	0.60% - 1.40%	Wealth Management Private Banking Investment Solutions	View Profile
Westpac Private Bank	AUD 2,500,000	0.70% - 1.50%	Private Banking Investment Management Estate Planning	View Profile
NAB Private Banking	AUD 3,000,000	0.65% - 1.35%	Wealth Advisory Investment Solutions Business Banking	View Profile
Macquarie Private Wealth	AUD 1,000,000	0.55% - 1.25%	Investment Management Financial Planning Self-Managed Super Funds	View Profile
Nomura Private Banking	¥500,000,000	0.50% - 1.80%	Wealth Management Estate Planning Investment Advisory	View Profile
Mizuho Private Wealth	¥300,000,000	0.45% - 1.75%	Private Banking Trust Services Investment Management	View Profile
SMBC Private Banking	¥400,000,000	0.48% - 1.70%	Wealth Advisory Investment Solutions Estate Planning	View Profile
MUFG Private Banking	¥200,000,000	0.40% - 1.65%	Private Wealth Trust Administration Investment Advisory	View Profile
KBC Private Banking	€500,000	0.70% - 1.95%	Investment Management Estate Planning Tax Advisory	View Profile
Belfius Private Banking	€250,000	0.65% - 1.85%	Investment Advisory Financial Planning Insurance Solutions	View Profile
ANZ Private Bank	NZD 1,000,000	0.40% - 1.20%	Wealth Management Investment Advisory Estate Planning	View Profile
BNZ Private Bank	NZD 1,000,000	0.45% - 1.25%	Private Banking Investment Management Trust Services	View Profile
Westpac Private Wealth	NZD 1,500,000	0.50% - 1.30%	Investment Management Private Banking Financial Planning	View Profile