Five clients with a variety of requirements
Finding a private bank or wealth manger for your particular niche
While the overall awards favour institutions that cater to a broad range of client types, that doesn’t necessarily mean they are the best for your particular niche
Every client has different needs and private banks and wealth managers tend to specialise in certain niches. While the overall awards favour institutions that cater to a broad range of client types, that doesn’t necessarily mean they are the best for your particular niche. The archetype rankings reflect the best institutions for particular client types. These archetypes, drawn up following consultation with industry players, best cover the typical spread of needs. Each private bank and wealth manager was asked how they would cater for the needs of each of these typical clients. Our panel of judges then assessed those responses, together with client feedback from the client survey, to give scores to each institution.
Passive lump-sum investor Tanya is 58 and is thinking through her options for her retirement. She has never married but has two grown children with her longtime partner. For the past seven years she has managed her own hair salon. She is in talks to sell her salon ...
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