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Full Directory

All 25 Providers

Private Banks

UHNW-focused private banking from the world’s most prestigious institutions.

WORLD’S LARGEST

UBS Global Wealth Management

Switzerland · Est. 1862

The world’s largest wealth manager. Full-service private banking spanning 50+ markets with unmatched global reach.

AUM$2.8T
Minimum$2M+
Fees0.50–1.50% AUM
Portfolio managementEstate planningArt advisoryPhilanthropy
★★★★★Enquire
ELITE TIER

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.

AUM$600B+
Minimum$10M+
Fees0.50–1.25% AUM
Investment banking accessCustom lendingTrust & estatesArt advisory
★★★★★Enquire
SINCE 1805

Pictet Wealth Management

Switzerland · Est. 1805

Geneva partnership bank since 1805. Known for stability, discretion, and pioneering thematic investment strategies.

AUMCHF 300B+
MinimumCHF 1M+
Fees0.50–1.00% AUM
Thematic investingMulti-generational planningCustodyTax advisory
★★★★★Enquire
SINCE 1796

Lombard Odier

Switzerland · Est. 1796

Oldest continually operating Swiss bank. Pioneering sustainability-integrated wealth management for families.

AUMCHF 300B+
MinimumCHF 1M+
Fees0.50–1.25% AUM
Sustainability-focused investingFamily governanceSuccession planningPhilanthropic advisory
★★★★★Enquire

Julius Bär

Switzerland · Est. 1890

Swiss pure-play wealth manager exclusively serving HNW/UHNW clients across 25+ booking centres.

AUMCHF 480B+
MinimumCHF 1M+
Fees0.60–1.50% AUM
Pure-play wealth managementAdvisory mandatesDiscretionary mandatesFinancing solutions
★★★★★Enquire
ASIA LEADER

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.

AUM$400B+
Minimum$2M+
Fees0.50–1.25% AUM
Cross-border wealthIslamic financeESG investingTrust services
★★★★Enquire

Citi Private Bank

United States · Est. 1812

Global reach across 100+ countries with unique capital markets access for UHNW entrepreneurs and families.

AUM$500B+
Minimum$10M+
Fees0.40–1.00% AUM
Capital markets accessArt advisoryFamily governanceStructured lending
★★★★Enquire
LEGENDARY

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.

AUM€100B+
Minimum€5M+
Fees0.75–1.50% AUM
Multi-generational planningM&A advisory accessPhilanthropyFamily governance
★★★★★Enquire

Family Offices

Multi-family offices offering comprehensive wealth stewardship across generations.

LEADING MFO

Stonehage Fleming

UK / Jersey / South Africa · Est. 1873

One of the world’s leading independent multi-family offices, serving 250+ families across generations.

AUM$85B+
Minimum$30M+
FeesCustom
Multi-family officeInvestment managementTax & structuringFamily governance
★★★★★Enquire

Bessemer Trust

United States · Est. 1907

Founded by the Phipps family (Carnegie Steel). One of America’s premier single-family-turned multi-family offices.

AUM$160B+
Minimum$10M+
Fees0.50–1.00% AUM
Investment managementEstate planningTax advisoryPrivate equity co-invest
★★★★★Enquire

Glenmede

United States · Est. 1956

Founded from the Pew family’s wealth. Renowned for disciplined investment approach and philanthropic expertise.

AUM$45B+
Minimum$5M+
Fees0.50–0.85% AUM
Investment managementTrust servicesPhilanthropic advisoryImpact investing
★★★★Enquire
FULL SERVICE

Northwood Family Office

Canada · Est. 2003

Canadian MFO offering comprehensive family office services including real estate, aviation, and lifestyle management.

AUM$10B+
Minimum$20M+
FeesCustom
Full-service family officeReal estateTax & complianceLifestyle management
★★★★Enquire

Sandaire

United Kingdom · Est. 1996

London-based MFO with a strong focus on sustainable and impact investing alongside traditional wealth management.

AUM$5B+
Minimum£10M+
FeesCustom
Multi-family officeImpact investingVenture capitalFamily governance
★★★★Enquire

Digital Wealth

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

BEST ROBO

Wealthfront

United States · Est. 2011

Industry-leading robo-advisor with tax-loss harvesting, direct indexing at $100K+, and automated financial planning.

AUM$70B+
Minimum$500
Fees0.25% AUM
Automated portfoliosTax-loss harvestingDirect indexingFinancial planning
★★★★★Enquire

Betterment

United States · Est. 2010

Pioneer of robo-advising with goal-based investing, tax coordination, and optional human CFP advisor access.

AUM$45B+
Minimum$0
Fees0.25% / Premium 0.65%
Goal-based investingTax coordination401(k) managementHuman advisor access
★★★★★Enquire
BEST UK ROBO

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.

AUM£5B+
Minimum£500
Fees0.25–0.75%
ISA investingPension (SIPP)General investingSocially responsible portfolios
★★★★Enquire
BEST EU ROBO

Scalable Capital

Germany · Est. 2014

Europe’s leading digital investment platform with both robo-advisory and a zero-commission brokerage.

AUM€20B+
Minimum€1
Fees0.75% (robo) / €0 (broker)
Robo-advisor portfoliosSelf-directed brokerCrypto tradingSavings plans
★★★★Enquire
BEST APAC ROBO

Endowus

Singapore · Est. 2017

Singapore’s first digital advisor for CPF, SRS, and cash investments. Access to institutional-grade funds at low fees.

AUMS$6B+
MinimumS$1,000
Fees0.25–0.60%
CPF/SRS investingCash/fund advisoryInstitutional-grade fundsESG portfolios
★★★★Enquire

Alternatives

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

LARGEST ALT

Blackstone

United States · Est. 1985

World’s largest alternative asset manager. Access via semi-liquid vehicles (BREIT, BXPE) starting at $25K.

AUM$1T+
Minimum$25K+ (BREIT/BXPE)
Fees1.25–2% + performance
Private equityReal estateCreditInfrastructure
★★★★★Enquire

KKR

United States · Est. 1976

Pioneer of the leveraged buyout. Now a diversified alternative asset manager with growing individual investor access.

AUM$550B+
MinimumVaries
Fees1.0–2% + carry
Private equityInfrastructureReal estateCredit
★★★★★Enquire
SWISS QUALITY

Partners Group

Switzerland · Est. 1996

Swiss-listed alternatives firm offering direct private markets investing with a focus on value creation.

AUM$150B+
Minimum$10K (listed vehicle)
Fees1.0–1.5% + performance
Private equityPrivate debtInfrastructureReal estate
★★★★Enquire
TECH ELITE

ICONIQ Capital

United States · Est. 2011

Secretive wealth and investment firm managing fortunes for tech billionaires including Zuckerberg, Dorsey, and others.

AUM$80B+
MinimumBy invitation
FeesCustom
Growth equityVenture capitalReal estateCo-investments
★★★★★Enquire

Insurance & Estate

International life insurance and insurance-wrapped wealth structuring.

BEST INTL LIFE

Zurich International

Isle of Man / UAE / HK · Est. 1872

International life insurance and wealth preservation solutions for expatriates, global families, and estate planning.

AUMN/A
Minimum$50K+ (life)
FeesVaries by policy
International life insuranceWealth preservationEstate planningKey person insurance
★★★★Enquire

Lombard International Assurance

Luxembourg · Est. 1991

Luxembourg-based insurance-wrapped wealth structuring for UHNW families. EU passporting for cross-border planning.

AUM€55B+
Minimum€250K+
FeesVaries
Unit-linked life insuranceEstate planningCross-border wealth structuringSuccession planning
★★★★Enquire

Utmost Wealth Solutions

Isle of Man / Guernsey · Est. 2018

International portfolio bond provider for estate planning, trust integration, and tax-efficient wealth structuring.

AUM£60B+
Minimum£50K+
FeesVaries
International portfolio bondsEstate planningTrust integrationMulti-currency
★★★★Enquire