2008 Top Wealth Managers in the US - Morningbull
2008 Top Wealth Managers in the US - Morningbull
2008 Top Wealth Managers in the US - Morningbull
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estate plann<strong>in</strong>g, family office, specialty asset<br />
management, brokerage, <strong>in</strong>surance, bank<strong>in</strong>g, elder<br />
services.<br />
Website: www.wellsfargo.com/<strong>the</strong>privatebank<br />
Tel: 877-636-0501<br />
11. Goldman Sachs<br />
Rank ’07: 11<br />
U.S. Private Client Assets, $1 mil+: $219 bil*<br />
U.S. Private Client Assets, $10 mil+: NA<br />
M<strong>in</strong>imum Account: NA<br />
Median Account: NA<br />
Private Client <strong>Managers</strong>: 400<br />
Clients Per Manager: NA<br />
U.S. Private Bank<strong>in</strong>g Offices: 13<br />
Specialties: Generational wealth plann<strong>in</strong>g, portfolio<br />
management, risk management, alternative<br />
<strong>in</strong>vestments.<br />
Website: www.gs.com/pwm<br />
Tel: 800-323-5678 (Ext. 4-3919)<br />
E-mail: gs<strong>in</strong>fo@gs.com<br />
*Global assets as of Nov. 30, 2007.<br />
12. BNY Mellon <strong>Wealth</strong> Mgmt<br />
Rank ’07: 12<br />
U.S. Private Client Assets, $1 mil+: $166.5 bil<br />
U.S. Private Client Assets, $10 mil+: $111 bil<br />
M<strong>in</strong>imum Account: $2 mil<br />
Median Account: NA<br />
Private Client <strong>Managers</strong>: 800<br />
Clients Per Manager: 50-75<br />
U.S. Private Bank<strong>in</strong>g Offices: 81<br />
Specialties: Investment management, wealth and<br />
estate plann<strong>in</strong>g, bank<strong>in</strong>g, family office services.<br />
Website: bnymellonwealthmanagement.com<br />
Tel: 888-553-6726, Tom Hurlbr<strong>in</strong>k<br />
E-mail: wealthmanagement@bnymellon.com<br />
13. Nor<strong>the</strong>rn Trust<br />
Rank ’07: 13<br />
U.S. Private Client Assets, $1 mil+: $142.8 bil<br />
U.S. Private Client Assets, $10 mil+: NA<br />
M<strong>in</strong>imum Account: $1 million for high net worth; $75<br />
million for ultra high net worth<br />
Median Account: NA<br />
Private Client <strong>Managers</strong>: NA<br />
Clients Per Manager: NA<br />
U.S. Private Bank<strong>in</strong>g Offices: 85<br />
Specialties: Bank<strong>in</strong>g, fiduciary services, <strong>in</strong>vestment<br />
management, <strong>in</strong>vestment consult<strong>in</strong>g and f<strong>in</strong>ancial<br />
plann<strong>in</strong>g.<br />
Website: wwww.nor<strong>the</strong>rntrust.com<br />
Tel: 312-630-6000, James Rauh<br />
14. Deutsche Bank Private <strong>Wealth</strong> Mgmt<br />
Rank ’07: 16<br />
U.S. Private Client Assets, $1 mil+: $120 bil<br />
U.S. Private Client Assets, $10 mil+: NA<br />
M<strong>in</strong>imum Account: Primary account focus $25 million<br />
<strong>in</strong> <strong>in</strong>vestable assets<br />
Median Account: NA<br />
Private Client <strong>Managers</strong>: 352<br />
Clients Per Manager: NA<br />
U.S. Private Bank<strong>in</strong>g Offices: 24<br />
Specialties: <strong>Wealth</strong> plann<strong>in</strong>g and advisory, global<br />
<strong>in</strong>vestment management, risk management, bank<strong>in</strong>g<br />
and structured lend<strong>in</strong>g, and family office services.<br />
Website:www.pwm.db.com<br />
Tel: 212-454-3600, Thomas Bowers<br />
15. Raymond James F<strong>in</strong>ancial<br />
Rank ’07: NA<br />
U.S. Private Client Assets, $1 mil+: $107.6 bil<br />
U.S. Private Client Assets, $10 mil+: $24.8 bil<br />
M<strong>in</strong>imum Account: NA<br />
Median Account: NA<br />
Private Client <strong>Managers</strong>: 4,273<br />
Clients Per Manager: NA<br />
U.S. Private Bank<strong>in</strong>g Offices: 1,516<br />
Specialties: Comprehensive f<strong>in</strong>ancial plann<strong>in</strong>g,<br />
portfolio management, securities and brokerage<br />
services, trusts, bank<strong>in</strong>g, retirement services,<br />
<strong>in</strong>surance.<br />
Website: www.raymondjames.com<br />
Tel: 800-248-8863<br />
16. Credit Suisse Private Bank<strong>in</strong>g <strong>US</strong>A<br />
Rank ’07: 19<br />
U.S. Private Client Assets, $1 mil+: $97.6 bil*<br />
U.S. Private Client Assets, $10 mil+: NA<br />
M<strong>in</strong>imum Account: $3 mil<br />
Median Account: NA<br />
Private Client <strong>Managers</strong>: 308<br />
Clients Per Manager: 58<br />
U.S. Private Bank<strong>in</strong>g Offices: 15<br />
Specialties: Trust and estate advisory, private<br />
equity, hedge funds, structured products, volatility<br />
management.<br />
Website: http://www.credit-suisse.com<br />
Tel: 800-647-2516, Dale Miller<br />
E-mail: dale.miller@credit-suisse.com<br />
* Assets for Americas<br />
17. RBC <strong>Wealth</strong> Mgmt<br />
Rank ’07: 17<br />
U.S. Private Client Assets, $1 mil+: $92 bil<br />
U.S. Private Client Assets, $10 mil+: $32 bil<br />
M<strong>in</strong>imum Account: NA<br />
Median Account: NA<br />
Private Client <strong>Managers</strong>: 1,670<br />
Clients Per Manager: 182<br />
U.S. Private Bank<strong>in</strong>g Offices: 162<br />
Specialties: Comprehensive wealth management,<br />
<strong>in</strong>vestment advisory services, retirement services,<br />
lend<strong>in</strong>g, trust and estate plann<strong>in</strong>g.<br />
Website: www.rbcwm-usa.com<br />
Tel: 612-371-2711<br />
18. SunTrust Banks<br />
Rank ’07: 18<br />
U.S. Private Client Assets, $1 mil+: $78 bil<br />
U.S. Private Client Assets, $10 mil+: $35.9 bil<br />
M<strong>in</strong>imum Account: NA<br />
Median Account: $1.9 mil<br />
Private Client <strong>Managers</strong>: 320<br />
Clients Per Manager: 126<br />
U.S. Private Bank<strong>in</strong>g Offices: 77<br />
Specialties: Strength <strong>in</strong> serv<strong>in</strong>g people <strong>in</strong> such<br />
sectors as medical, legal, sports and enterta<strong>in</strong>ment,<br />
and bus<strong>in</strong>ess ownership.<br />
Website: www.suntrust.com<br />
Tel: 404-813-8002, Mark Peters<br />
E-mail: Private<strong>Wealth</strong>Management@SunTrust.com<br />
19. Barclays <strong>Wealth</strong>*<br />
Rank ‘07: 14<br />
U.S. Private Client Assets, $1 mil+: $71 bil<br />
U.S. Private Client Assets, $10 mil+: NA<br />
M<strong>in</strong>imum Account: $1 mil<br />
Median Account: NA<br />
Private Client <strong>Managers</strong>: 376<br />
Clients Per Manager: NA<br />
U.S. Private Bank<strong>in</strong>g Offices: 12<br />
Specialties: Private asset and <strong>in</strong>vestment<br />
management, portfolio advisory, wealth advisory,<br />
capital advisory, trust services, alternative<br />
<strong>in</strong>vestments, s<strong>in</strong>gle stock risk management.<br />
Website: www.barclayswealth.com<br />
Tel: +44 207 114 9813, Nicola Hankey; 212-526-<br />
1185, Lawrence Solomon, Lehman Bro<strong>the</strong>rs Private<br />
Investment Management Strategy<br />
E-mail: nicola.hankey@barclayswealth.com; lawrence.<br />
solomon@lehman.com<br />
*Barclays acquired Lehman Bro<strong>the</strong>rs Private<br />
Investments Mgmt on September 22.<br />
20. Bessemer Trust Company<br />
Rank ’07: 21<br />
U.S. Private Client Assets, $1 mil+: $56.7 bil<br />
U.S. Private Client Assets,$10 mil+: $56.7 bil<br />
M<strong>in</strong>imum Account: $10 mil<br />
Median Account: $10 mil<br />
Private Client <strong>Managers</strong>: 126<br />
Clients Per Manager: 50
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