Population: HNWI ≥ US$ 1 million IA – Investable assets (excluding main residence and pension plan)
Sample size: N=300
Awareness (aided): Question: Which of the following companies that provide private banking and wealth management have you heard of before today?
Preference (measured only from people who is aware of the brand): Question: If you were to invest/reinvest a significant portion of your assets today. Which company would you consider first when choosing private banking and/or wealth management services?
Note: Bank of America Merrill Lynch aggregates US Trust, Merrill Wealth Management and Merrill Edge
Graph: Considers only top 12 preferred brands (ordered by absolute frequency)
Data collected: September – October 2019
Source: Nakatomi Research SL
