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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BMO Private Wealth
CAD $1,000,000 0.75% - 1.85%
  • Private Banking
  • Wealth Management
  • Estate Planning
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TD Private Investment Counsel
CAD $500,000 0.65% - 1.75%
  • Investment Counsel
  • Wealth Advisory
  • Portfolio Management
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DBS Private Banking
SGD 3,000,000 0.45% - 1.55%
  • Wealth Management
  • Estate Planning
  • Investment Advisory
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OCBC Private Banking
SGD 2,000,000 0.40% - 1.50%
  • Private Banking
  • Investment Management
  • Trust Services
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UOB Private Banking
SGD 1,000,000 0.42% - 1.52%
  • Wealth Management
  • Succession Planning
  • Investment Advisory
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Standard Chartered Private Bank
USD 2,000,000 0.50% - 1.60%
  • Private Banking
  • Investment Advisory
  • Legacy Planning
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Commonwealth Bank Private Banking
AUD 5,000,000 0.65% - 1.45%
  • Investment Advisory
  • Estate Planning
  • Tax Optimization
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ANZ Private Banking
AUD 2,000,000 0.60% - 1.40%
  • Wealth Management
  • Private Banking
  • Investment Solutions
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Westpac Private Bank
AUD 2,500,000 0.70% - 1.50%
  • Private Banking
  • Investment Management
  • Estate Planning
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NAB Private Banking
AUD 3,000,000 0.65% - 1.35%
  • Wealth Advisory
  • Investment Solutions
  • Business Banking
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Macquarie Private Wealth
AUD 1,000,000 0.55% - 1.25%
  • Investment Management
  • Financial Planning
  • Self-Managed Super Funds
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Nomura Private Banking
¥500,000,000 0.50% - 1.80%
  • Wealth Management
  • Estate Planning
  • Investment Advisory
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Mizuho Private Wealth
¥300,000,000 0.45% - 1.75%
  • Private Banking
  • Trust Services
  • Investment Management
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SMBC Private Banking
¥400,000,000 0.48% - 1.70%
  • Wealth Advisory
  • Investment Solutions
  • Estate Planning
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MUFG Private Banking
¥200,000,000 0.40% - 1.65%
  • Private Wealth
  • Trust Administration
  • Investment Advisory
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KBC Private Banking
€500,000 0.70% - 1.95%
  • Investment Management
  • Estate Planning
  • Tax Advisory
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Belfius Private Banking
€250,000 0.65% - 1.85%
  • Investment Advisory
  • Financial Planning
  • Insurance Solutions
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ANZ Private Bank
NZD 1,000,000 0.40% - 1.20%
  • Wealth Management
  • Investment Advisory
  • Estate Planning
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BNZ Private Bank
NZD 1,000,000 0.45% - 1.25%
  • Private Banking
  • Investment Management
  • Trust Services
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Westpac Private Wealth
NZD 1,500,000 0.50% - 1.30%
  • Investment Management
  • Private Banking
  • Financial Planning
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