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Private Banks and Advisers

The private banks, wealth managers and leading law and tax firms that serve those who live on the Mediterranean.

Last checked October 2026.

A lamp, a vase and an old telephone on a sideboardPhotograph: Pexels

Private banks

  • CFM Indosuez Wealth ManagementMonaco

    Founded in 1922 by sovereign order of Prince Louis II, it is Monaco's oldest bank and part of Crédit Agricole's Indosuez Wealth Management network. Visit website (opens the official site) ↗

  • CMB MonacoMonaco

    A Monegasque private bank founded in 1976, wholly owned by Mediobanca, which Banca Monte dei Paschi di Siena has controlled since September 2025, with about €17.7 billion in client financial assets. Visit website (opens the official site) ↗

  • UBSMonaco and Italy

    UBS (Monaco) S.A. has served high and ultra-high-net-worth clients and family offices in the principality since 1956; in Italy, UBS Wealth Management has offices in Milan, Rome, Turin, Florence, Bologna, Brescia, Padua and Treviso. Visit website (opens the official site) ↗

  • Julius BaerMonaco, Milan, Madrid and Tel Aviv

    The Zurich-based private banking group, present in about 25 countries, lists Monaco, Milan, Madrid and Tel Aviv among its locations. Visit website (opens the official site) ↗

  • PictetMonaco, Spain, Italy and Israel

    The Geneva private bank, established in 31 financial centres, has Mediterranean offices in Monaco, Madrid, Barcelona, Milan, Rome, Turin, Verona and Tel Aviv. Visit website (opens the official site) ↗

  • Lombard OdierMadrid, Milan and Tel Aviv

    The Geneva private bank opened its first Spanish office in Madrid in 2007 and serves private clients from Milan and Tel Aviv as well. Visit website (opens the official site) ↗

  • Edmond de RothschildMonaco

    In Monaco since 1986, the bank moved in 2026 into an 11-level headquarters in La Condamine housing about 270 staff, covering relationship banking, discretionary management, wealth planning and real estate financing. Visit website (opens the official site) ↗

  • Rothschild & Co Wealth ManagementMonaco, France, Italy and Spain

    The family-controlled group's wealth management arm has Mediterranean offices in Monaco, Marseille, Aix-en-Provence, Milan and Madrid, the last opened in 2021. Visit website (opens the official site) ↗

  • J.P. Morgan Private BankMadrid, Milan and Athens

    Named Europe's best international private bank for 2026 by Euromoney; its Mediterranean offices are in Madrid, Milan and Athens. Visit website (opens the official site) ↗

  • Barclays Private BankMonaco

    Barclays has a long-standing private bank in the principality offering a full private banking service backed by the Barclays Group. Visit website (opens the official site) ↗

  • EFGMonaco and Cyprus

    The Swiss private banking group runs EFG Bank (Monaco) from Villa Les Aigles on avenue d'Ostende and has its own office in Limassol, Cyprus. Visit website (opens the official site) ↗

  • Société Générale Private BankingMonaco

    Named best private bank in Monaco for 2026 by Euromoney, noted for its discretionary management and advisory processes. Visit website (opens the official site) ↗

  • BNP Paribas Wealth ManagementMonaco

    The wealth arm of France's largest bank, named Europe's best private bank for 2026 by Euromoney.

  • Mediobanca Private BankingMilan

    Named best private bank in Italy for 2026 by Euromoney for its work with ultra-wealthy and entrepreneurial families; Monte dei Paschi has controlled Mediobanca since September 2025 and is folding it into the group, keeping the Mediobanca name for its high-end private banking. Visit website (opens the official site) ↗

  • Banco BPI Private BankingPortugal

    The Portuguese bank of the CaixaBank group, named Portugal's best private bank for 2026 by Euromoney, with about USD 11.8 billion in private banking assets under management.

  • Banca MarchPalma de Mallorca

    Founded in Palma in 1926 by Juan March Ordinas and still family-controlled, with private banking for wealthy families at its core and its main network across the Balearic Islands. Visit website (opens the official site) ↗

  • CaixaBank Wealth ManagementBarcelona

    Named Spain's best private bank by Euromoney for the fourth year running in 2026, with about 75 private-banking centres and 11 Global Wealth centres. Visit website (opens the official site) ↗

  • Santander Private BankingSpain and Portugal

    Named the world's best private bank for high-net-worth clients by Euromoney in 2026, and best in Spain for ultra-high-net-worth clients and for family office services; in Portugal it holds Band 1 for private banks in the Chambers High Net Worth Guide 2026. Visit website (opens the official site) ↗

Law and tax firms

  • WithersMilan and Padua

    The international private-client law firm's Italian private client and tax team, about 25 professionals across Milan and Padua, was named European Private Client Team of the Year at the Chambers High Net Worth Awards 2026. Visit website (opens the official site) ↗

  • Maisto e AssociatiMilan and Rome

    An independent Italian tax firm founded in 1991, with five lawyers ranked by Chambers High Net Worth 2026 for private wealth law in Italy, focused on succession, relocation and cross-border family wealth. Visit website (opens the official site) ↗

  • Baker McKenzieMadrid and Barcelona

    Its Spanish private wealth practice holds Band 1 in the Chambers High Net Worth Guide 2026. Visit website (opens the official site) ↗

  • CuatrecasasBarcelona and Madrid

    The largest Iberian law firm, ranked alongside Baker McKenzie in the top band for private wealth law in Spain by Chambers. Visit website (opens the official site) ↗

  • HassansGibraltar

    Gibraltar's largest law firm, ranked Band 1 for private wealth law in Gibraltar in the Chambers High Net Worth Guide 2026, for the ninth year running. Visit website (opens the official site) ↗

  • ISOLASGibraltar

    One of Gibraltar's long-established law firms, which kept its Band 1 ranking for private wealth law in Gibraltar in the Chambers High Net Worth Guide 2026. Visit website (opens the official site) ↗

  • Deloitte Legal TELLESLisbon

    Holds Band 1, the top ranking, for private wealth law in Portugal in the Chambers High Net Worth Guide 2026.

  • Abreu AdvogadosLisbon and Porto

    One of Portugal's leading law firms, ranked Band 1 for private wealth law in Portugal by Chambers High Net Worth. Visit website (opens the official site) ↗

That makes 26 entries in all.

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