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

Spotlight

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

Spotlight

  1. Sharon Klein
    Sharon Klein Wilmington Trust2 Years Ranked
  2. Gail CohenFiduciary Trust Company International
  3. Nancy Shavel GabelEvercore

All Departments profiles

Spotlight

  1. Wilmington Trust
    Wealth Managers
    2024 | Spotlight | 2 Years Ranked
    Wilmington's service is excellent. They are extremely organised, they are very well internally coordinated, and everyone we've worked with has been extremely smart, cooperative and professional.
  2. Bernstein Global Wealth Management
    Wealth Managers
    2024 | Spotlight
  3. Bessemer Trust
    Wealth Managers
    2024 | Spotlight
  4. Fiduciary Trust Company International
    Wealth Managers
    2024 | Spotlight
  5. Northern Trust
    Wealth Managers
    2024 | Spotlight