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Euromoney published on 6th February the results of the 2020 Euromoney Private Banking and Wealth Management Survey and UniCredit has been awarded in several categories. See below for a detailed overview:
Level |
Geography |
Category |
Sub_category |
2020 Rank |
Firm |
By Region |
CEE |
Best Overall |
Best Private Banking Services Overall |
1 |
UniCredit |
By Region |
CEE |
NetWorth |
High Net Worth Clients (US$ 5 million to US$ 30 million) |
1 |
UniCredit |
By Region |
CEE |
NetWorth |
Super Affluent Clients (US$ 1 million to US$ 5 million) |
1 |
UniCredit |
By Region |
CEE |
Services |
Investment Management |
1 |
UniCredit |
By Region |
CEE |
Services |
Philanthropic Advice |
1 |
UniCredit |
By Region |
CEE |
Services |
Research and Asset Allocation Advice |
1 |
UniCredit |
By Country |
Croatia |
Best Overall |
Best Private Banking Services Overall |
1 |
Zagrebacka banka (UniCredit) |
By Country |
Croatia |
NetWorth |
High Net Worth Clients (US$ 5 million to US$ 30 million) |
1 |
Zagrebacka banka (UniCredit) |
By Country |
Croatia |
NetWorth |
Mega High Net Worth Clients (US$250m+): |
1 |
Zagrebacka banka (UniCredit) |
By Country |
Croatia |
NetWorth |
Super Affluent Clients (US$ 1 million to US$ 5 million) |
1 |
Zagrebacka banka (UniCredit) |
By Country |
Croatia |
NetWorth |
Ultra High Net Worth Clients (>US$30m - US$250m) |
1 |
Zagrebacka banka (UniCredit) |
By Country |
Croatia |
Services |
ESG/Impact Investing |
1 |
Zagrebacka banka (UniCredit) |
By Country |
Croatia |
Services |
Family Office Services |
1 |
Zagrebacka banka (UniCredit) |
By Country |
Croatia |
Services |
International Clients |
1 |
Zagrebacka banka (UniCredit) |
By Country |
Croatia |
Services |
Investment Management |
1 |
Zagrebacka banka (UniCredit) |
By Country |
Croatia |
Services |
Research and Asset Allocation Advice |
1 |
Zagrebacka banka (UniCredit) |
By Country |
Croatia |
Technology |
Technology- Data Management and Security in Private Banking and Wealth Management |
1 |
Zagrebacka banka (UniCredit) |
By Country |
Croatia |
Technology |
Technology- Innovative or Emerging Technology Adoption |
1 |
Zagrebacka banka (UniCredit) |
By Country |
Czech Republic |
Services |
Philanthropic Advice |
1 |
UniCredit |
The award ceremony took place last night in London.
The annual Private Banking & Wealth Management Survey, now in its 17th year, provides a comprehensive, qualitative review of more than 2,000 private bankers and wealth managers around the world to bring to light the leading providers across a broad range of categories.
It assesses the work at the forefront of this industry in more than 60 countries to reveal the changes that are disrupting, benefiting, and challenging private banks and wealth managers around the world.
Fabio Fornaroli, Head of CEE Corporate and Investment Banking and Private Banking at UniCredit said: "We are very proud of this acknowledgement of the outstanding work and dedication that our team continues to provide to our private banking clients, through the delivery of innovative and relevant investment solutions. I want to congratulate all the colleagues who have contributed to this success. Our business strives for customer service excellence, we continue to strengthen our existing relationships and constantly invest in new technologies to meet evolving client needs."