🇮🇹Rome, Italy

Wealth Management in Europe

From Swiss private banks to EU robo-advisors. Professional portfolio management.

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Open Online
Global access
No Branch Visit
20
Financial Platforms
140+
Countries Available
€100K+ Min
High Net Worth

Best Wealth Management for Users

Top-rated providers available in your region

Julius Baer

4.8

Best for: Best for UHNW

  • Swiss private bank for high-net-worth clients
  • Available in Rome
  • EU regulated
✔ Available Italy✔ Supports EUREU Regulated

UBS

4.8

Best for: Global wealth management from Switzerland

  • Global wealth management from Switzerland
  • Available in Rome
  • EU regulated
✔ Available Italy✔ Supports EUREU Regulated

Goldman Sachs

4.8

Best for: Global investment bank and wealth manager

  • Global investment bank and wealth manager
  • Available in Rome
  • EU regulated
✔ Available Italy✔ Supports EUREU Regulated

JPMorgan

4.8

Best for: Global asset management

  • Global asset management
  • Available in Rome
  • EU regulated
✔ Available Italy✔ Supports EUREU Regulated

Moneyfarm

4.8

Best for: Best EU robo-advisor

  • European robo-advisor with personalized portfolios
  • Available in Rome
  • EU regulated
✔ Available Italy✔ Supports EUREU Regulated

Nutmeg

4.5

Best for: UK robo-advisor now part of JPMorgan

  • UK robo-advisor now part of JPMorgan
  • UK only
  • EU regulated
✔ Available Italy✔ Supports EUREU Regulated

ETFmatic

4.2

Best for: European ETF investing platform

  • European ETF investing platform
  • Available in Rome
  • EU regulated
✔ Available Italy✔ Supports EUREU Regulated

Scalable Capital

4.8

Best for: German robo-advisor with ETF portfolios

  • German robo-advisor with ETF portfolios
  • Available in Rome
  • EU regulated
✔ Available Italy✔ Supports EUREU Regulated

Quirion

4.5

Best for: German robo-advisor from Quirin Bank

  • German robo-advisor from Quirin Bank
  • Available in Rome
  • EU regulated
✔ Available Italy✔ Supports EUREU Regulated

ABN AMRO Private

4.5

Best for: Dutch private banking

  • Dutch private banking
  • Available in Rome
  • EU regulated
✔ Available Italy✔ Supports EUREU Regulated

Credit Suisse

4.8

Best for: Swiss private banking (now part of UBS)

  • Swiss private banking (now part of UBS)
  • Available in Rome
  • EU regulated
✔ Available Italy✔ Supports EUREU Regulated

Deutsche Bank WM

4.8

Best for: German private banking

  • German private banking
  • Available in Rome
  • EU regulated
✔ Available Italy✔ Supports EUREU Regulated

HSBC Private

4.8

Best for: Global private banking

  • Global private banking
  • Available in Rome
  • EU regulated
✔ Available Italy✔ Supports EUREU Regulated

ING

4.5

Best for: Dutch banking group

  • Dutch banking group
  • Available in Rome
  • EU regulated
✔ Available Italy✔ Supports EUREU Regulated

Pictet

4.8

Best for: Swiss private bank

  • Swiss private bank
  • Available in Rome
  • EU regulated
✔ Available Italy✔ Supports EUREU Regulated

Lombard Odier

4.8

Best for: Swiss private bank

  • Swiss private bank
  • Available in Rome
  • EU regulated
✔ Available Italy✔ Supports EUREU Regulated

BNP Paribas WM

4.8

Best for: French private banking

  • French private banking
  • Available in Rome
  • EU regulated
✔ Available Italy✔ Supports EUREU Regulated

Credit Agricole

4.5

Best for: French banking group

  • French banking group
  • Available in Rome
  • EU regulated
✔ Available Italy✔ Supports EUREU Regulated

Handelsbanken

4.5

Best for: Swedish private banking

  • Swedish private banking
  • Available in Rome
  • EU regulated
✔ Available Italy✔ Supports EUREU Regulated

Wealthify

4.2

Best for: UK robo-advisor with ethical options

  • UK robo-advisor with ethical options
  • UK only
  • EU regulated
✔ Available Italy✔ Supports EUREU Regulated

Not Sure Which Wealth Management?

Quick recommendations based on your needs

Best Overall
Julius Baer
Best Rates
UBS
Best for Business
Goldman Sachs
Best for Beginners
JPMorgan
Best Features
Moneyfarm
Compare All Providers

Compare Wealth Management Features

Side-by-side comparison of key features

ProviderFeesCountriesAccount TypeKey FeatureAction
Julius BaerLow150+Wealth ManagementBest for UHNW
UBSLow150+Wealth ManagementGlobal wealth management from Switzerlan
Goldman SachsLow150+Wealth ManagementGlobal investment bank and wealth manage
JPMorganLow150+Wealth ManagementGlobal asset management
MoneyfarmLow140+Wealth ManagementBest EU robo-advisor
NutmegMedium10+Wealth ManagementUK robo-advisor now part of JPMorgan
ETFmaticVariable140+Wealth ManagementEuropean ETF investing platform
Scalable CapitalLow140+Wealth ManagementGerman robo-advisor with ETF portfolios
QuirionMedium140+Wealth ManagementGerman robo-advisor from Quirin Bank
ABN AMRO PrivateMedium140+Wealth ManagementDutch private banking
Credit SuisseLow150+Wealth ManagementSwiss private banking (now part of UBS)
Deutsche Bank WMLow150+Wealth ManagementGerman private banking
HSBC PrivateLow150+Wealth ManagementGlobal private banking
INGMedium140+Wealth ManagementDutch banking group
PictetLow150+Wealth ManagementSwiss private bank
Lombard OdierLow150+Wealth ManagementSwiss private bank
BNP Paribas WMLow150+Wealth ManagementFrench private banking
Credit AgricoleMedium140+Wealth ManagementFrench banking group
HandelsbankenMedium140+Wealth ManagementSwedish private banking
WealthifyVariable10+Wealth ManagementUK robo-advisor with ethical options

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