Full Directory
All 25 Providers
An unpaid editorial directory. No firm listed here has paid for inclusion or placement, the outbound links carry no tracking or affiliate parameters, and the star ratings are our own view rather than a score issued by anyone else. We no longer publish assets under management, entry minimums or fee bands unless we can cite a source and the date we read it — confirm all terms with the provider. Nothing here is financial advice, and capital is at risk.
Private Banks
UHNW-focused private banking from long-established institutions.
UBS Global Wealth Management
Switzerland · Est. 1862
Among the largest wealth managers in the world. Full-service private banking with a genuinely global booking network.
Minimums, fees and assets under management vary by mandate and change over time. We publish no figure for this firm because we hold none we can source and date — confirm terms with the provider directly.
J.P. Morgan Private Bank
United States · Est. 1871
Private banking with direct access to J.P. Morgan’s global investment bank and capital markets.
Minimums, fees and assets under management vary by mandate and change over time. We publish no figure for this firm because we hold none we can source and date — confirm terms with the provider directly.
Pictet Wealth Management
Switzerland · Est. 1805
Geneva partnership bank since 1805. Known for stability, discretion, and pioneering thematic investment strategies.
Minimums, fees and assets under management vary by mandate and change over time. We publish no figure for this firm because we hold none we can source and date — confirm terms with the provider directly.
Lombard Odier
Switzerland · Est. 1796
One of the oldest Swiss private banks still trading. Sustainability-integrated wealth management for families.
Minimums, fees and assets under management vary by mandate and change over time. We publish no figure for this firm because we hold none we can source and date — confirm terms with the provider directly.
Julius Bär
Switzerland · Est. 1890
Swiss pure-play wealth manager serving HNW and UHNW clients from booking centres across several continents.
Minimums, fees and assets under management vary by mandate and change over time. We publish no figure for this firm because we hold none we can source and date — confirm terms with the provider directly.
HSBC Global Private Banking
United Kingdom / Hong Kong · Est. 1865
Deep Asia-Pacific footprint. Built for clients with cross-border needs spanning Asia, Europe and the Americas.
Minimums, fees and assets under management vary by mandate and change over time. We publish no figure for this firm because we hold none we can source and date — confirm terms with the provider directly.
Citi Private Bank
United States · Est. 1812
Broad international reach with capital markets access, oriented to UHNW entrepreneurs and their families.
Minimums, fees and assets under management vary by mandate and change over time. We publish no figure for this firm because we hold none we can source and date — confirm terms with the provider directly.
Rothschild & Co Wealth Management
France / UK / Switzerland · Est. 1838
Bespoke wealth management alongside one of the longest-established advisory franchises in European finance.
Minimums, fees and assets under management vary by mandate and change over time. We publish no figure for this firm because we hold none we can source and date — confirm terms with the provider directly.
Family Offices
Multi-family offices offering comprehensive wealth stewardship across generations.
Stonehage Fleming
UK / Jersey / South Africa · Est. 1873
One of the larger independent multi-family offices, serving families across several generations.
Minimums, fees and assets under management vary by mandate and change over time. We publish no figure for this firm because we hold none we can source and date — confirm terms with the provider directly.
Bessemer Trust
United States · Est. 1907
Founded out of the Phipps family fortune. A single-family office that opened to other families.
Minimums, fees and assets under management vary by mandate and change over time. We publish no figure for this firm because we hold none we can source and date — confirm terms with the provider directly.
Glenmede
United States · Est. 1956
Founded out of the Pew family’s wealth. Known for a disciplined investment approach and philanthropic expertise.
Minimums, fees and assets under management vary by mandate and change over time. We publish no figure for this firm because we hold none we can source and date — confirm terms with the provider directly.
Northwood Family Office
Canada · Est. 2003
Canadian multi-family office offering comprehensive services including real estate, aviation and lifestyle management.
Minimums, fees and assets under management vary by mandate and change over time. We publish no figure for this firm because we hold none we can source and date — confirm terms with the provider directly.
Sandaire
United Kingdom · Est. 1996
London multi-family office with a strong focus on sustainable and impact investing alongside traditional management.
Minimums, fees and assets under management vary by mandate and change over time. We publish no figure for this firm because we hold none we can source and date — confirm terms with the provider directly.
Digital Wealth
Technology-driven wealth management with low fees and automated portfolios.
Wealthfront
United States · Est. 2011
Automated investing with tax-loss harvesting, direct indexing above a stated account threshold, and planning tools.
Minimums, fees and assets under management vary by mandate and change over time. We publish no figure for this firm because we hold none we can source and date — confirm terms with the provider directly.
Betterment
United States · Est. 2010
An early robo-advisor, offering goal-based investing, tax coordination and optional access to a human CFP.
Minimums, fees and assets under management vary by mandate and change over time. We publish no figure for this firm because we hold none we can source and date — confirm terms with the provider directly.
Nutmeg (J.P. Morgan)
United Kingdom · Est. 2012
UK digital wealth manager, now part of J.P. Morgan. ISAs, pensions and general investment accounts.
Minimums, fees and assets under management vary by mandate and change over time. We publish no figure for this firm because we hold none we can source and date — confirm terms with the provider directly.
Scalable Capital
Germany · Est. 2014
European digital investment platform running both a robo-advisory service and a self-directed brokerage.
Minimums, fees and assets under management vary by mandate and change over time. We publish no figure for this firm because we hold none we can source and date — confirm terms with the provider directly.
Endowus
Singapore · Est. 2017
Singapore digital advisor covering CPF, SRS and cash investments, with access to institutional fund share classes.
Minimums, fees and assets under management vary by mandate and change over time. We publish no figure for this firm because we hold none we can source and date — confirm terms with the provider directly.
Alternatives
Private equity, real estate, infrastructure, and hedge fund access.
Blackstone
United States · Est. 1985
One of the largest alternative asset managers in the world, with semi-liquid vehicles (BREIT, BXPE) open to individual investors. Semi-liquid does not mean liquid — redemptions are capped and can be gated.
Minimums, fees and assets under management vary by mandate and change over time. We publish no figure for this firm because we hold none we can source and date — confirm terms with the provider directly.
KKR
United States · Est. 1976
Pioneer of the leveraged buyout, now a diversified alternative asset manager with growing individual investor access.
Minimums, fees and assets under management vary by mandate and change over time. We publish no figure for this firm because we hold none we can source and date — confirm terms with the provider directly.
Partners Group
Switzerland · Est. 1996
Swiss-listed alternatives firm offering direct private markets investing with a focus on value creation.
Minimums, fees and assets under management vary by mandate and change over time. We publish no figure for this firm because we hold none we can source and date — confirm terms with the provider directly.
ICONIQ Capital
United States · Est. 2011
A private, invitation-only wealth and investment firm combining family office services with growth and venture investing.
Minimums, fees and assets under management vary by mandate and change over time. We publish no figure for this firm because we hold none we can source and date — confirm terms with the provider directly.
Insurance & Estate
International life insurance and insurance-wrapped wealth structuring.
Zurich International
Isle of Man / UAE / HK · Est. 1872
International life insurance and wealth preservation solutions for expatriates, global families and estate planning.
Minimums, fees and assets under management vary by mandate and change over time. We publish no figure for this firm because we hold none we can source and date — confirm terms with the provider directly.
Lombard International Assurance
Luxembourg · Est. 1991
Luxembourg insurance-wrapped wealth structuring for UHNW families, with EU passporting for cross-border planning.
Minimums, fees and assets under management vary by mandate and change over time. We publish no figure for this firm because we hold none we can source and date — confirm terms with the provider directly.
Utmost Wealth Solutions
Isle of Man / Guernsey · Est. 2018
International portfolio bond provider for estate planning, trust integration and tax-efficient wealth structuring.
Minimums, fees and assets under management vary by mandate and change over time. We publish no figure for this firm because we hold none we can source and date — confirm terms with the provider directly.