Wealth Management Services

Compare wealth management services from top private banks

Understanding Wealth Management

Private banking wealth management represents the pinnacle of personalized financial services, offering high-net-worth individuals and families comprehensive solutions for preserving, growing, and transferring wealth across generations. Unlike traditional investment management, private wealth management encompasses a holistic approach that integrates investment strategy, tax optimization, estate planning, and lifestyle financial management into a cohesive wealth preservation framework.

Market Insights

The global private wealth management market manages over $50 trillion in assets, with top private banks typically requiring minimum investments of $1-10 million. Fee structures generally range from 0.50% to 2.00% annually, depending on account size and service complexity.

Key Service Components

Investment Portfolio Management

Customized asset allocation strategies based on risk tolerance, time horizon, and financial goals

Risk Management

Sophisticated hedging strategies and diversification techniques to protect wealth across market cycles

Liquidity Management

Strategic cash flow planning and credit facility structuring for immediate and future needs

Multi-generational Planning

Wealth transfer strategies that preserve family legacy while minimizing tax implications

Compare Wealth Management Providers

Bank	Minimum Investment	Management Fee	Key Features	Rating
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
HSBC Private Banking	$5,000,000	0.60% - 1.75%	Investment Management Portfolio Management International Banking	★★★★	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
RBC Private Banking	CAD $2,000,000	0.80% - 1.90%	Private Banking Investment Management Credit Solutions	★★★★	View Profile
TD Private Investment Counsel	CAD $500,000	0.65% - 1.75%	Investment Counsel Wealth Advisory Portfolio Management	★★★★	View Profile
Scotiabank Private Client Group	CAD $1,000,000	0.70% - 1.80%	Private Client Services Wealth Management International Banking	★★★★	View Profile
National Bank Private Banking	CAD $1,000,000	0.75% - 1.85%	Private Banking Wealth Management Trust Services	★★★★	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
Bank of Singapore	SGD 2,000,000	0.40% - 1.50%	Private Banking Trust Services Investment Solutions	★★★★	View Profile
Standard Chartered Private Bank	USD 2,000,000	0.50% - 1.60%	Private Banking Investment Advisory Legacy Planning	★★★★	View Profile
Citi Private Bank	USD 25,000,000	0.80% - 1.90%	Private Banking Investment Management Capital Markets	★★★★	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
BNP Paribas Fortis Private Banking	€750,000	0.75% - 2.10%	Wealth Management Private Banking Corporate Finance	★★★★	View Profile
ING Private Banking Belgium	€500,000	0.70% - 1.90%	Portfolio Management Corporate Banking International 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