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Digital leadership across wealth sectors

How different wealth sectors are shaping digital leadership.

This comparison shows how digital leadership varies across the four groups within the Living Ratings of UHNW Wealth Managers 2026: UHNW Private Wealth, UHNW RIAs & Advisory, Private Banks and Alternatives – Wealth.

Each group reveals different strengths within digital intelligence. Private banks lead on digital engagement, supported by stronger functionality, client access and social content. Alternatives – Wealth firms on the other hand are particularly strong on evidence, using expert visibility, investment education and resource-led content to build authority.

Across all groups, the strongest firms are those that translate their proposition into a clear, credible and useful digital experience - one where expertise is easy to navigate, proof points are clearly surfaced, and brand personality, design and human presence give the platform greater depth, warmth and authority.

UHNW Private Wealth

Rank Firm Total % Score Total Engagement % Total Evidence % Category
1 Bernstein Private Wealth Management 67.85% 63.38% 72.31% Energetic
2 BNY Wealth 67.05% 64.11% 70.00% Energetic
3 Neuberger Berman (Private Wealth) 64.38% 49.54% 79.23% Energetic
4 Northern Trust 58.92% 64.77% 53.08% Lackluster
5 Cambridge Associates 58.69% 62.00% 55.38% Lackluster
6 Glenmede 57.87% 56.51% 59.23% Lackluster
7 Fiduciary Trust International 57.12% 55.78% 58.46% Lackluster
8 Rockefeller Capital Management 55.35% 55.32% 55.38% Lackluster
9 Wilmington Trust 52.63% 47.57% 57.69% Lackluster
10 Bessemer Trust 43.77% 57.54% 30.00% Lackluster

UHNW RIAs & Advisory

Rank Firm Total % Score Total Engagement % Total Evidence % Category
1 Aspiriant 66.08% 55.23% 76.92% Energetic
2 Creative Planning 61.15% 65.38% 56.92% Focused
3 Cerity Partners 59.77% 64.15% 55.38% Lackluster
4 Pathstone 56.23% 57.85% 54.62% Lackluster
5 AlTi Tiedemann Global 54.77% 58.00% 51.54% Lackluster
6 Cresset 53.50% 52.38% 54.62% Lackluster
7 WE Family Offices 50.85% 51.69% 50.00% Lackluster
8 Hightower Advisors 49.08% 46.62% 51.54% Lackluster
9 Corient 48.77% 52.15% 45.38% Lackluster

Private Banks

Rank Firm Total % Score Total Engagement % Total Evidence % Category
1 J.P. Morgan Private Bank 68.15% 70.92% 65.38% Determined
2 Goldman Sachs Private Wealth Management 67.54% 72.77% 62.31% Focused
3 Morgan Stanley Private Wealth Management 59.92% 59.08% 60.77% Lackluster
4 UBS Wealth Management 59.38% 63.38% 55.38% Lackluster
5 Citi Private Bank 56.92% 60.00% 53.85% Lackluster
6 Bank of America Private Bank 54.31% 52.46% 56.15% Lackluster

Alternatives - Wealth

Rank Firm Total % Score Total Engagement % Total Evidence % Category
1 Carlyle Global Wealth 74.23% 72.31% 76.15% Determined
2 EQT Private Wealth 67.77% 62.46% 73.08% Energetic
3 Hamilton Lane 66.15% 65.38% 66.92% Energetic
4 Blackstone Private Wealth 65.54% 64.92% 66.15% Energetic
5 Brookfield 62.48% 64.20% 60.77% Focused
6 Apollo 62.23% 59.08% 65.38% Energetic
7 Blue Owl Private Wealth 60.38% 51.54% 69.23% Energetic
8 Ares Wealth Management 58.00% 53.69% 62.31% Lackluster
9 KKR 57.62% 61.38% 53.85% Lackluster
10 TPG 48.69% 49.69% 47.69% Lackluster

An in-depth look at our 'Top 5' rated UHNW Wealth firms

No. 1

Carlyle Global Wealth

Turning institutional expertise into accessible authority
See the report
No. 3

Bernstein Private Wealth Management

Proof, perspective and point of view
See the report
No. 5

Goldman Sachs Private Wealth Management

Structured authority made personal
See the report

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