Full Directory
All 25 Providers
Private Banks
UHNW-focused private banking from the world’s most prestigious institutions.
UBS Global Wealth Management
Switzerland · Est. 1862
The world’s largest wealth manager. Full-service private banking spanning 50+ markets with unmatched global reach.
J.P. Morgan Private Bank
United States · Est. 1871
Elite private banking with direct access to J.P. Morgan’s global investment bank and capital markets.
Pictet Wealth Management
Switzerland · Est. 1805
Geneva partnership bank since 1805. Known for stability, discretion, and pioneering thematic investment strategies.
Lombard Odier
Switzerland · Est. 1796
Oldest continually operating Swiss bank. Pioneering sustainability-integrated wealth management for families.
Julius Bär
Switzerland · Est. 1890
Swiss pure-play wealth manager exclusively serving HNW/UHNW clients across 25+ booking centres.
HSBC Global Private Banking
United Kingdom / Hong Kong · Est. 1865
Unmatched Asia-Pacific footprint. Ideal for UHNW clients with cross-border needs spanning Asia, Europe, and Americas.
Citi Private Bank
United States · Est. 1812
Global reach across 100+ countries with unique capital markets access for UHNW entrepreneurs and families.
Rothschild & Co Wealth Management
France / UK / Switzerland · Est. 1838
The legendary family name in banking. Bespoke wealth management with access to Rothschild’s global advisory network.
Family Offices
Multi-family offices offering comprehensive wealth stewardship across generations.
Stonehage Fleming
UK / Jersey / South Africa · Est. 1873
One of the world’s leading independent multi-family offices, serving 250+ families across generations.
Bessemer Trust
United States · Est. 1907
Founded by the Phipps family (Carnegie Steel). One of America’s premier single-family-turned multi-family offices.
Glenmede
United States · Est. 1956
Founded from the Pew family’s wealth. Renowned for disciplined investment approach and philanthropic expertise.
Northwood Family Office
Canada · Est. 2003
Canadian MFO offering comprehensive family office services including real estate, aviation, and lifestyle management.
Sandaire
United Kingdom · Est. 1996
London-based MFO with a strong focus on sustainable and impact investing alongside traditional wealth management.
Digital Wealth
Technology-driven wealth management with low fees and automated portfolios.
Wealthfront
United States · Est. 2011
Industry-leading robo-advisor with tax-loss harvesting, direct indexing at $100K+, and automated financial planning.
Betterment
United States · Est. 2010
Pioneer of robo-advising with goal-based investing, tax coordination, and optional human CFP advisor access.
Nutmeg (J.P. Morgan)
United Kingdom · Est. 2012
UK’s largest digital wealth manager, now part of J.P. Morgan. ISAs, pensions, and general investing with low fees.
Scalable Capital
Germany · Est. 2014
Europe’s leading digital investment platform with both robo-advisory and a zero-commission brokerage.
Endowus
Singapore · Est. 2017
Singapore’s first digital advisor for CPF, SRS, and cash investments. Access to institutional-grade funds at low fees.
Alternatives
Private equity, real estate, infrastructure, and hedge fund access.
Blackstone
United States · Est. 1985
World’s largest alternative asset manager. Access via semi-liquid vehicles (BREIT, BXPE) starting at $25K.
KKR
United States · Est. 1976
Pioneer of the leveraged buyout. Now a diversified alternative asset manager with growing individual investor access.
Partners Group
Switzerland · Est. 1996
Swiss-listed alternatives firm offering direct private markets investing with a focus on value creation.
ICONIQ Capital
United States · Est. 2011
Secretive wealth and investment firm managing fortunes for tech billionaires including Zuckerberg, Dorsey, and others.
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.
Lombard International Assurance
Luxembourg · Est. 1991
Luxembourg-based insurance-wrapped wealth structuring for UHNW families. EU passporting for cross-border planning.
Utmost Wealth Solutions
Isle of Man / Guernsey · Est. 2018
International portfolio bond provider for estate planning, trust integration, and tax-efficient wealth structuring.