Methodology: Top Private Banks and Wealth Managers awards
Overall, the questions we ask clients are wide-ranging and designed to assess the various strengths and weaknesses of the private banks and wealth managers
The Top Private Banks and Wealth Managers awards are prepared and based on research by specialist financial services research house Intellidex. This is the eighth year of the survey. We develop it further every year so that it best reflects the dynamics of the wealth management industry and to ensure that we are delivering a product that meets the needs of clients who make use of firms in the sector.