Ranking tables

Wealth Managers | High Net Worth

New York

The Wealth Managers category covers firms whose main business is in helping wealthy individuals and families to manage their investments, organise their affairs, plan for the future and manage income, capital gains and wealth transfer taxes. Many of these firms will offer additional services, including advice on family governance and mediation of family disputes, concierge services and management of external professional advisers. 

Rankings overview for Departments

  1. Wilmington Trust 3 Years Ranked
  2. Bernstein Global Wealth Management
  3. Bessemer Trust
  4. Fiduciary Trust Company International
  5. Northern Trust

  1. Sharon Klein
    Sharon Klein Wilmington Trust3 Years Ranked
  2. Timothy O'Hare Wilmington Trust1 Years Ranked
  3. Gail CohenFiduciary Trust Company International
  4. Nancy Shavel GabelEvercore

All Departments profiles

Spotlight

  1. Wilmington Trust
    Wealth Managers
    2025 | Spotlight | 3 Years Ranked
    Wilmington Trust provides high net worth clients with wealth planning and investment management services.
  2. Bernstein Global Wealth Management
    Wealth Managers
    2025 | Spotlight
  3. Bessemer Trust
    Wealth Managers
    2025 | Spotlight
  4. Fiduciary Trust Company International
    Wealth Managers
    2025 | Spotlight
  5. Northern Trust
    Wealth Managers
    2025 | Spotlight