| Company Name | Entity type | Parent/Subsidiary/Independent | Headquarters | No. of Employees | Annual Revenue ($M) | |
|---|---|---|---|---|---|---|
| UBS Group AG | Public | Parent | Switzerland | 112,842 | 71,245 | |
| Citibank NA | Private | Subsidiary (of Citigroup Inc) | United States of America | 191,685 | 76,329 | |
| Societe Generale SA | Public | Parent | France | 122,200 | 106,053 | |
| Canadian Imperial Bank of Commerce | Public | Parent | Canada | 48,047 | 42,656 | |
| Postal Savings Bank of China Co Ltd | Public | Subsidiary (of China Post Group Co Ltd ) | China | 191,453 | 82,835 | |
| Bank of America Wealth Management | Private | Subsidiary (of Bank of America Corp) | United States of America | XYZ | 21,105 | |
| JPMorgan Chase & Co | Public | Parent | United States of America | 309,926 | 239,425 | |
| Bank of America Corp | Public | Parent | United States of America | 213,000 | 171,912 | |
| HSBC Holdings Plc | Public | United Kingdom | 220,861 | 147,839 | ||
| Industrial Bank Co Ltd | Public | Parent | China | 66,569 | 59,913 | |
| Credit Suisse Group AG | Private | Subsidiary (of UBS Group AG) | Switzerland | 50,480 | 22,869 | |
| St. James's Place plc | Public | Parent | United Kingdom | 2,298 | 23,532 | |
| Royal Bank of Canada | Public | Parent | Canada | 90,166 | 90,658 | |
| Emirates NBD Bank PJSC | Public | Subsidiary (of Investment Corporation of Dubai ) | United Arab Emirates | 6,922 | 20,248 | |
| The Goldman Sachs Group Inc | Public | Parent | United States of America | 45,300 | 108,418 | |
| Bank of Montreal | Public | Parent | Canada | 55,767 | 52,318 | |
| Ping An Insurance (Group) Company of China Ltd | Public | Parent | China | 288,751 | 111,737 | |
| The Hongkong and Shanghai Banking Corp Ltd | Private | Subsidiary (of HSBC Holdings Plc) | Hong Kong | XYZ | 46,261 | |
| Banco Santander SA | Public | Parent | Spain | 201,647 | 137,773 | |
| The Bank of New York Mellon Corp | Public | Parent | United States of America | 53,400 | 33,805 | |
| Morgan Stanley Wealth Management | Private | Subsidiary (of Morgan Stanley) | United States of America | XYZ | 24,417 | |
| BNP Paribas SA | Public | Parent | France | 182,656 | 141,354 | |
| Wells Fargo & Co | Public | United States of America | 226,000 | 115,340 | ||
| Bank of China Ltd | Public | Subsidiary (of Central Huijin Investment Ltd. ) | China | 306,931 | 173,056 | |
| Truist Financial Corp | Public | Parent | United States of America | 49,037 | 33,246 | |
| ING Group NV | Public | Parent | Netherlands | 62,845 | 65,255 | |
| Huatai Securities Co Ltd | Public | Parent | China | 16,799 | 5,792 | |
| The Toronto-Dominion Bank | Public | Parent | Canada | 103,257 | 77,773 | |
| Deutsche Bank AG | Public | Parent | Germany | 90,130 | 66,836 | |
| Agricultural Bank of China Ltd | Public | Parent | China | 451,003 | 195,325 | |
| The Bank of Nova Scotia | Public | Parent | Canada | 89,249 | 54,433 | |
| Manulife Financial Corp | Public | Parent | Canada | 38,000 | 24,826 | |
| Barclays Plc | Public | Parent | United Kingdom | 92,400 | 63,996 | |
| Desjardins Group | Private | Parent | Canada | 56,165 | 21,176 | |
| BBVA | Public | Parent | Spain | 121,486 | 68,989 | |
| Julius Baer | Public | Parent | Switzerland | 6,667 | 6,507 | |
| Mirae Asset Securities Co., Ltd. | Public | Parent | South Korea | 2,989 | 13,960 | |
| Itau Unibanco Holding SA | Public | Subsidiary (of Itau Unibanco Participacoes SA ) | Brazil | 100,600 | 63,734 | |
| Truist Wealth Management | Private | Subsidiary (of Truist Financial Corp ) | United States of America | XYZ | XYZ | |
| Kotak Mahindra Bank Ltd | Public | Parent | India | 73,481 | 8,684 | |
| La Banque Postale | Private | Subsidiary (of Le Groupe La Poste) | France | 2,184 | 39,320 | |
| Assicurazioni Generali SpA | Public | Parent | Italy | 81,879 | 58,016 | |
| The Northwestern Mutual Life Insurance Co | Private | Parent | United States of America | 7,600 | 34,896 | |
| J.P. Morgan Private Bank | Private | Subsidiary (of JPMorgan Chase & Co) | United States of America | XYZ | 8,930 | |
| ANZ Group Holdings Ltd | Public | Parent | Australia | 40,342 | 38,084 | |
| National Bank of Canada | Public | Parent | Canada | 28,730 | 17,949 | |
| China Pacific Insurance (Group) Co Ltd | Public | Parent | China | 98,732 | 38,992 | |
| Banco BTG Pactual SA | Public | Subsidiary (of BTG Pactual Holding SA ) | Brazil | 4,900 | 14,350 | |
| Shanghai Pudong Development Bank Co Ltd | Public | Parent | China | 63,365 | 55,153 | |
| Pictet & Cie Group SCA | Private | Parent | Switzerland | 5,300 | 4,578 |
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