Skip to main content

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.

GLOBAL SCALE

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.

Portfolio managementEstate planningArt advisoryPhilanthropy
★★★★★Our viewVisit site
BANK-BACKED

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.

Investment banking accessCustom lendingTrust & estatesArt advisory
★★★★★Our viewVisit site
SINCE 1805

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.

Thematic investingMulti-generational planningCustodyTax advisory
★★★★★Our viewVisit site
SINCE 1796

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.

Sustainability-focused investingFamily governanceSuccession planningPhilanthropic advisory
★★★★★Our viewVisit site

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.

Pure-play wealth managementAdvisory mandatesDiscretionary mandatesFinancing solutions
★★★★★Our viewVisit site
ASIA FOOTPRINT

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.

Cross-border wealthIslamic financeESG investingTrust services
★★★★Our viewVisit site

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.

Capital markets accessArt advisoryFamily governanceStructured lending
★★★★Our viewVisit site
ESTABLISHED 1838

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.

Multi-generational planningM&A advisory accessPhilanthropyFamily governance
★★★★★Our viewVisit site

Family Offices

Multi-family offices offering comprehensive wealth stewardship across generations.

MULTI-FAMILY OFFICE

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.

Multi-family officeInvestment managementTax & structuringFamily governance
★★★★★Our viewVisit site

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.

Investment managementEstate planningTax advisoryPrivate equity co-invest
★★★★★Our viewVisit site

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.

Investment managementTrust servicesPhilanthropic advisoryImpact investing
★★★★Our viewVisit site
FULL SERVICE

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.

Full-service family officeReal estateTax & complianceLifestyle management
★★★★Our viewVisit site

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.

Multi-family officeImpact investingVenture capitalFamily governance
★★★★Our viewVisit site

Digital Wealth

Technology-driven wealth management with low fees and automated portfolios.

AUTOMATED

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.

Automated portfoliosTax-loss harvestingDirect indexingFinancial planning
★★★★★Our viewVisit site

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.

Goal-based investingTax coordination401(k) managementHuman advisor access
★★★★★Our viewVisit site
UK DIGITAL

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.

ISA investingPension (SIPP)General investingSocially responsible portfolios
★★★★Our viewVisit site
EU DIGITAL

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.

Robo-advisor portfoliosSelf-directed brokerCrypto tradingSavings plans
★★★★Our viewVisit site
APAC DIGITAL

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.

CPF/SRS investingCash/fund advisoryInstitutional-grade fundsESG portfolios
★★★★Our viewVisit site

Alternatives

Private equity, real estate, infrastructure, and hedge fund access.

ALTERNATIVES

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.

Private equityReal estateCreditInfrastructure
★★★★★Our viewVisit site

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.

Private equityInfrastructureReal estateCredit
★★★★★Our viewVisit site
SWISS-LISTED

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.

Private equityPrivate debtInfrastructureReal estate
★★★★Our viewVisit site
BY INVITATION

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.

Growth equityVenture capitalReal estateCo-investments
★★★★★Our viewVisit site

Insurance & Estate

International life insurance and insurance-wrapped wealth structuring.

INTERNATIONAL LIFE

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.

International life insuranceWealth preservationEstate planningKey person insurance
★★★★Our viewVisit site

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.

Unit-linked life insuranceEstate planningCross-border wealth structuringSuccession planning
★★★★Our viewVisit site

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.

International portfolio bondsEstate planningTrust integrationMulti-currency
★★★★Our viewVisit site