Top 50 Investment Firms High-Net-Worth Investors Trust in 2026

In an environment marked by persistent geopolitical risk, higher interest-rate volatility, and the growing complexity of global markets, trust has become the most valuable currency in wealth management. For high-net-worth individuals (UHNWIs), family offices, and global entrepreneurs, selecting an investment firm is no longer driven solely by performance, but by institutional strength, global reach, governance standards, and long-term capital stewardship.

This editorial ranking highlights 50 investment firms that, in 2026, stand at the center of global capital flows. Together, they influence trillions of dollars across public markets, private equity, real assets, credit, and alternative investments, serving some of the world’s most sophisticated investors.

Methodology & Editorial Criteria

The ranking is based on a qualitative and quantitative editorial assessment considering:

• Assets under management (AUM) and capital influence

• Global footprint and cross-border advisory capability

• Reputation among UHNWIs, family offices, and institutional investors

• Strength in wealth preservation, alternative assets, and risk management

• Innovation, governance, and long-term strategic consistency

The Top 50 Investment Firms in 2026

1. BlackRock – Manages over US$9 trillion in AUM, making it the world’s largest asset manager and a central player in global equity, fixed income, and ETF markets.

2. Vanguard Group – Oversees approximately US$8 trillion, trusted by long-term investors for its scale, governance model, and dominance in passive investing.

3. State Street Global Advisors – With more than US$4 trillion in AUM, it plays a key institutional role through ETFs and custody-linked investment solutions.

4. Fidelity Investments – Manages over US$4.5 trillion, combining active management with a strong private and retirement investor base.

5. Capital Group – Oversees roughly US$2.5 trillion, known for conservative long-term strategies and deep institutional trust.

6. JPMorgan Asset Management – Manages more than US$3 trillion, benefiting from global banking integration and multi-asset expertise.

7. BNY Mellon Investment Management – With around US$2 trillion in AUM, it remains a cornerstone for institutional and fiduciary mandates.

8. Amundi – Europe’s largest asset manager, overseeing about US$2 trillion, with strong ESG and institutional distribution.

9. UBS Global Wealth Management – Manages over US$4 trillion in invested assets, making it the world’s largest private wealth manager.

10. Morgan Stanley Wealth Management – Oversees approximately US$4.8 trillion, serving UHNWIs and institutions through a diversified advisory platform.

11. Bank of America Private Bank – Part of a group managing more than US$3.5 trillion, offering integrated banking and investment services.

12. Credit Suisse – Historically influential in global private banking, with a long-standing UHNW and international client base.

13. Goldman Sachs Private Wealth Management – Embedded within a firm managing over US$2.5 trillion, serving ultra-wealthy clients with bespoke strategies.

14. Julius Baer – Manages roughly US$500 billion, focused exclusively on private banking and cross-border wealth.

15. HSBC Global Private Banking – Part of a global group overseeing more than US$3 trillion, with strong emerging-market exposure.

16. BNP Paribas Wealth Management – Manages over US$500 billion, backed by one of Europe’s largest banking groups.

17. Blackstone – Oversees more than US$1 trillion, making it the world’s largest alternative asset manager.

18. KKR – Manages over US$500 billion, with a global footprint in private equity, infrastructure, and credit.

19. Apollo Global Management – Oversees approximately US$650 billion, with a strong emphasis on credit and yield strategies.

20. Carlyle Group – Manages around US$400 billion, known for diversified global private market exposure.

21. Brookfield Asset Management – Oversees more than US$900 billion, dominant in infrastructure and real assets.

22. TPG – Manages roughly US$220 billion, combining private equity with growth and impact strategies.

23. Ares Management – Oversees more than US$400 billion, with strong leadership in private credit.

24. Oaktree Capital Management – Manages over US$190 billion, globally respected for distressed debt expertise.

25. Bridgewater Associates – Oversees about US$150 billion, making it the world’s largest hedge fund by AUM.

26. Citadel – Manages over US$60 billion, consistently ranking among top-performing hedge funds.

27. Renaissance Technologies – Known for quantitative strategies with historically exceptional long-term returns.

28. Two Sigma – Oversees roughly US$60 billion, integrating data science into global markets.

29. Millennium Management – Manages over US$60 billion, operating a multi-manager institutional model.

30. DE Shaw – Oversees approximately US$70 billion, combining quantitative and discretionary investing.

31. Pictet – Manages over US$600 billion, serving family offices and institutional clients globally.

32. Northern Trust – Oversees more than US$1.5 trillion, with strong custody and UHNW advisory operations.

33. Lombard Odier – Manages approximately US$350 billion, known for long-term wealth preservation.

34. Brown Brothers Harriman – Oversees over US$500 billion, operating a partnership model focused on stability.

35. Rockefeller Capital Management – Manages more than US$130 billion, blending heritage with modern advisory services.

36. Bessemer Trust – Oversees around US$200 billion, specializing in generational family wealth.

37. Schroders – Manages over US$900 billion, with strong institutional and family capital ties.

38. Franklin Templeton – Oversees more than US$1.5 trillion, expanding rapidly in alternatives.

39. Invesco – Manages over US$1.6 trillion, combining active, passive, and private strategies.

40. Legal & General Investment Management – Oversees more than US$1.5 trillion, with a long-term pension focus.

41. DWS Group – Manages around US$900 billion, serving institutional and private investors.

42. T. Rowe Price – Oversees approximately US$1.4 trillion, known for research-driven equity strategies.

43. Baillie Gifford – Manages over US$300 billion, focused on long-term global growth investing.

44. GQG Partners – Oversees roughly US$120 billion, with disciplined global equity strategies.

45. Coatue Management – Manages over US$90 billion, bridging public and private technology markets.

46. Tiger Global Management – Historically influential in global technology and growth equity investing.

47. SoftBank Investment Advisers – Oversees hundreds of billions through the Vision Funds, focused on late-stage technology.

48. Mubadala Investment Company – Manages over US$280 billion, deploying long-term sovereign capital globally.

49. GIC – Oversees approximately US$800 billion, known for disciplined global diversification.

50. Temasek – Manages around US$300 billion, focused on innovation and future-oriented assets.

References & Source Material

• • UBS Global Wealth Report

  • Boston Consulting Group – Global Asset Management Report

  • McKinsey Global Wealth & Asset Management Insights

  • PwC Asset & Wealth Management Revolution Study

  • Preqin Global Alternatives Report

  • Sovereign Wealth Fund Institute Rankings

  • Institutional Investor – Top Asset Managers

  • Financial Times – Global Asset Managers Survey

This article is editorial in nature and does not constitute investment advice.

Editorial Note

The assets under management (AUM) figures and capital estimates referenced in this ranking are approximate values, based on the most recent publicly available information disclosed by the firms themselves through annual reports, regulatory filings, investor presentations, and official communications, as well as data compiled by reputable industry sources.

Given ongoing market fluctuations, asset revaluations, capital inflows and outflows, mergers, acquisitions, and structural changes, these figures may vary over time. As such, the data should be understood as indicative rather than absolute, reflecting the firms’ relative scale and institutional relevance at the time of publication.

If any firm believes that specific information presented here is incongruent, outdated, or requires clarification, we encourage direct communication with our editorial team so the content can be reviewed and updated accordingly, in line with our commitment to accuracy, transparency, and journalistic integrity.

This ranking is produced under independent editorial standards and does not constitute investment advice or a solicitation of financial services.