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UBS is a really big bank with $3.9 trillion to look after. It started in Zurich, Switzerland, back in 1862.
At Morgan Stanley, a private wealth advisor serves as the gateway to an array of experts, including investment bankers, capital market professionals, and private bankers.
Morgan Stanley: Navigating Diverse Financial Needs
Bank of America, which used to be known as Bank of America Merrill Lynch, is another giant with $1.4 trillion. They’re in New York and have been ’round since 1930
J.P. Morgan Private Bank, based in New York since 1799, is like a financial superhero. They were even voted the best private bank in the world in 2022.
J.P. Morgan Private Bank: A Legacy of Service
Citi is a leading global financial institution with roots tracing back to the 1800s. It serves government, corporate, institutional, and retail clients across various regions.
Citigroup: A Global Financial Powerhouse
BNP Paribas, an international banking group, operates across 68 regions with a wide array of services, including wealth management, investment, corporate and retail banking, payment services, and asset management.
BNP Paribas: A European Banking Giant
Goldman Sachs, a major player with $2.5 trillion, has been around since 1869. They help governments, companies, regular people, and rich folks with their money.
Julius Baer, a leading wealth management firm, focuses on providing advisory services to private clients. Its strategic principles include a top-tier client experience, a strong reputation, and sustainable profitability.
Founded in 1962, Raymond James is a full-service investment dealer with operations in Canada, the United States, and abroad. Catering to both institutional and retail investors, including HNWIs.
Raymond James: Serving a Range of Investors
HSBC Holdings plc is a British multinational banking and financial services holding company headquartered in London, England. It is the world's fifth-largest bank by assets and one of the Big Five banks in the UK.
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