As of 2024, the top three ranking firms received roughly the same overall score. UBS Wealth Management was the third highest-ranking wealth management and advisory firm by client satisfaction rate worldwide. Morgan Stanley's Private Wealth Management group ranked second, having an average score that was 0.01 percentage points higher than UBS Wealth Management. The top spot was occupied by Bank of America Private Bank having an overall score of 96.67 percent.
Leading wealth management and advisory firms worldwide in 2024, by client satisfaction rate
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Leading wealth management and advisory firms worldwide in 2024, by client satisfaction rate
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Clients of wealth management and advisory companies
Method of interview
Online survey
Supplementary notes
Companies were ranked based on overall client satisfaction rating. 120,000 clients from 100 different global wealth management and advisory companies were surveyed.
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CEOWORLD Magazine. (April 5, 2024). Leading wealth management and advisory firms worldwide in 2024, by client satisfaction rate [Graph]. In Statista. Retrieved March 14, 2025, from https://www.statista.com/statistics/1482707/leading-wealth-management-and-advisory-firms-worldwide-client-satisfaction-rate/
CEOWORLD Magazine. "Leading wealth management and advisory firms worldwide in 2024, by client satisfaction rate." Chart. April 5, 2024. Statista. Accessed March 14, 2025. https://www.statista.com/statistics/1482707/leading-wealth-management-and-advisory-firms-worldwide-client-satisfaction-rate/
CEOWORLD Magazine. (2024). Leading wealth management and advisory firms worldwide in 2024, by client satisfaction rate. Statista. Statista Inc.. Accessed: March 14, 2025. https://www.statista.com/statistics/1482707/leading-wealth-management-and-advisory-firms-worldwide-client-satisfaction-rate/
CEOWORLD Magazine. "Leading Wealth Management and Advisory Firms Worldwide in 2024, by Client Satisfaction Rate." Statista, Statista Inc., 5 Apr 2024, https://www.statista.com/statistics/1482707/leading-wealth-management-and-advisory-firms-worldwide-client-satisfaction-rate/
CEOWORLD Magazine, Leading wealth management and advisory firms worldwide in 2024, by client satisfaction rate Statista, https://www.statista.com/statistics/1482707/leading-wealth-management-and-advisory-firms-worldwide-client-satisfaction-rate/ (last visited March 14, 2025)
Leading wealth management and advisory firms worldwide in 2024, by client satisfaction rate [Graph], CEOWORLD Magazine, April 5, 2024. [Online]. Available: https://www.statista.com/statistics/1482707/leading-wealth-management-and-advisory-firms-worldwide-client-satisfaction-rate/
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