We present five client archetypes to private banks and wealth managers and assess how they cater to each. The archetypes cover the spectrum of client market segments and many wealth managers use them in their own market segmentation of clients.

Winners are determined through two processes. First, in the client survey, certain questions are designed to elicit specific information about their service provider’s capabilities in each archetype. Second, we ask the firms themselves to rank their peers in each archetype. The two sets of rankings feed into the final score.

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