Vermogensbeheerders
Vergelijk 18 vermogensbeheerders — van private banks tot onafhankelijke adviseurs en family offices — op beheerd vermogen, diensten, kosten en minimale inleg.
BNP Paribas Wealth Management
Paris, France
Beheerd vermogen
$653 mld
Minimale inleg
€1.5M (€5M for full WM services)
Indosuez Wealth Management
Paris, France
Beheerd vermogen
$245 mld
Minimale inleg
N.v.t.
Ameriprise Financial
Minneapolis, Minnesota, USA
Beheerd vermogen
N.v.t.
Minimale inleg
Varies by program
Bank of America Private Bank / Merrill Lynch Wealth Management
Charlotte, North Carolina, United States
Beheerd vermogen
$4,3 bln
Minimale inleg
$3,000,000 (Private Bank), $20,000 (Merrill Guided Investing with Advisor), $1,000 (Merrill Guided Investing)
Bank of Singapore
Singapore
Beheerd vermogen
$145 mld
Minimale inleg
$5M minimum
Barclays Private Bank & Wealth Management
London, UK
Beheerd vermogen
N.v.t.
Minimale inleg
£5M+ (Private Bank); Lower for Digital Investing and Affluent
Charles Schwab
Westlake, Texas, United States
Beheerd vermogen
$11 bln
Minimale inleg
$0 - $10,000,000
Citi Private Bank
New York, New York, United States
Beheerd vermogen
$587 mld
Minimale inleg
$25,000,000
Deutsche Bank Wealth Management
Frankfurt, Germany
Beheerd vermogen
$735 mld
Minimale inleg
€3M+
Fidelity Investments
Boston, Massachusetts, United States
Beheerd vermogen
$5,9 bln
Minimale inleg
$0 - $10,000,000
Fidelity Wealth Management
Boston, Massachusetts
Beheerd vermogen
$7,1 bln
Minimale inleg
$50K (Wealth Services); $500K (Dedicated Advisor); $2M/$10M (Private Wealth)
Goldman Sachs Private Wealth Management
New York, United States
Beheerd vermogen
$929 mld
Minimale inleg
$10,000,000
HSBC Private Banking
Geneva, Switzerland
Beheerd vermogen
$395 mld
Minimale inleg
$5M
J.P. Morgan Private Bank
New York, United States
Beheerd vermogen
$2,9 bln
Minimale inleg
$10,000,000
Julius Baer
Zurich, Switzerland
Beheerd vermogen
$583 mld
Minimale inleg
CHF 1M+
Morgan Stanley Wealth Management
New York, United States
Beheerd vermogen
$6,5 bln
Minimale inleg
$250,000
UBS Global Wealth Management
Zurich, Switzerland
Beheerd vermogen
$5,7 bln
Minimale inleg
$2,000,000
Wells Fargo Private Bank / Wells Fargo Wealth & Investment Management
San Francisco, California, United States
Beheerd vermogen
$2,1 bln
Minimale inleg
$1,000,000