Company


MyPrivateBanking Research is an independent research firm. We specialize in research and analysis on how wealth managers and financial services firms should develop their digital offerings to best serve existing customers and to win new clients. We offer strategic insights and actionable recommendations in comprehensive reports, available individually or by subscription. We also provide customized research, workshops and presentations. MyPrivateBanking has developed several popular report series with multiple years of highly granular benchmarking of the trends and individual bank’s performance. 

The founders of MyPrivateBanking have been analyzing the impacts of the Internet and new technologies on business for almost 20 years. We lead a team of very experienced analysts and industry experts, who are respected specialists in their research fields and widely quoted in leading media publications around the world. 
MyPrivateBanking Research is fully independent and objective in its research. We have no relation with any financial services firm or technology vendor and are wholly owned by our management team. We apply a clearly defined and documented research process and are valued for our clear evaluations, judgment calls and recommendations.

MyPrivateBanking Research is proud to serve more than 150 clients in 25 countries. 80% of the 25 top wealth managers by assets under management are clients of MyPrivateBanking and more than half of the 100 largest banks.

A selection of clients of MyPrivateBanking Research:
 
 

Accenture BNY Mellon HSBC Pictet
Avaloq Evolution Booz Allen  IBM Royal Bank of Canada
AXA Citibank ING Société Générale
Bank Austria Coutts Investec Toronto Dominion
BBVA Credit Suisse  Itaú Unibanco Transamerica
Barclays  DAB  Lloyds TSB UBS
Bessemer Trust DBS McKinsey UniCredit
BMO Deutsche Bank Merrill Lynch Union Bancaire Privée
BNP Paribas  Fidelity Nokia Wells Fargo

 
Client feedback:  

"A very good and thorough report that we will use to further improve the experience for our customers." - ABN Amro

“We absolutely loved the report. Very insightful and detailed.”
 - DBS

"We were very pleased with the report on robo-advisors we bought, we found it was of great use for us."
 - 
Deloitte

"I just got a copy of the report and I must say that it's a very elaborate and a well written one. Thanks so much!
 - 
Polaris FT

“We went through the report and implemented a number of things that you mentioned” - 
Barclays

“Your report is very interesting and it will be very useful for my job.” - 
Unicredit

"MyPrivateBanking was a terrifc source of markets insights for our project." - 
Westpac

"The report is great."
 - 
Monitse Group

“Many thanks for the report.” - 
First National Bank


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