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
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Credit Suisse Private Banking
$1,000,000 0.45% - 1.35%
  • Wealth Planning
  • Investment Advisory
  • Portfolio Management
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J.P. Morgan Private Bank
$5,000,000 0.60% - 1.75%
  • Investment Management
  • Portfolio Management
  • Trust Services
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Goldman Sachs Private Wealth
$10,000,000 0.75% - 2.25%
  • Investment Management
  • Portfolio Management
  • Alternative Investments
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Morgan Stanley Private Bank
$5,000,000 0.65% - 1.85%
  • Investment Management
  • Portfolio Management
  • Financial Planning
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Deutsche Bank Private Wealth
€3,000,000 0.55% - 1.65%
  • Investment Management
  • Portfolio Management
  • Wealth Planning
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Barclays Private Bank
£1,000,000 0.50% - 1.45%
  • Investment Management
  • Portfolio Management
  • Wealth Planning
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BNP Paribas Wealth Management
€1,500,000 0.60% - 1.80%
  • Investment Management
  • Portfolio Management
  • Wealth Planning
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Julius Baer
CHF 1,000,000 0.65% - 1.75%
  • Investment Management
  • Portfolio Management
  • Wealth Planning
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