Luxury Financial Services - Directory w/ AI Reviews
Private banking institutions, wealth management firms, and luxury financial services catering to ultra-high-net-worth individuals and family offices. UBS Wealth Management, Coutts, and Julius Baer offer discreet, personalized services including portfolio management, estate planning, philanthropy advisory, and exclusive investment access. These institutions bring centuries of expertise to the complex financial lives of the world's wealthiest clients.
1
4.7
New
UBS Wealth Management
Ultra-Luxury
Varies
Est. 1862
Zurich, Switzerland
UBS Wealth Management is the largest global private wealth division by assets under management, serving high-net-worth and ultra-high-net-worth clients across more than 50 countries. Services include investment advisory, portfolio management, estate planning, art advisory, philanthropy, and family o
2
4.7
New
Coutts
Ultra-Luxury
Varies
Est. 1692
London, United Kingdom
Coutts is one of the oldest private banks in the world, providing wealth management, investment management, lending, estate planning, and philanthropic advisory services to high-net-worth individuals and families. The bank has held the Royal Warrant as banker to the British Royal Family since 1762.
3
4.6
New
Julius Baer
Ultra-Luxury
Varies
Est. 1890
Zurich, Switzerland
Julius Baer is a Swiss pure-play wealth management bank serving high-net-worth and ultra-high-net-worth clients from over 25 countries. Services include discretionary and advisory portfolio management, estate planning, succession structuring, and lifestyle advisory. The bank distinguishes itself fro