Connect with us

Financial Advisor League Table – H1 2017

Position Firm Transactions
1 Bank of America Merrill Lynch 10
1 Goldman Sachs 10
2 Morgan Stanley 8
3 Citigroup 6
3 Credit Suisse 6
3 JPMorgan 6
4 Evercore 5
4 Eastdil Secured 5
5 Nomura 4
5 Rothschild 4
5 KPMG 4

Source: Sovereign Wealth Fund Transaction Database, Extracted: July 24, 2017
Data from the report is pulled at a certain time, there may be discrepancies between both sets.

View Transaction Database SUBMIT MANDATE or TRANSACTION to SWFI Research

Notes: If an advisor works on both sides of the transaction, it is counted only once. If an advisor works with multiple parties on the same deal, it is counted only once. This table includes data from sovereign wealth funds and public pension direct transactions. This table excludes fund commitments and investments. This table excludes asset sales or disposals; it only records investments and purchases. This table excludes lapsed or withdrawn deals.

© 2008-2018 Sovereign Wealth Fund Institute. All Rights Reserved. Sovereign Wealth Fund Institute ® and SWFI® are registered trademarks of the Sovereign Wealth Fund Institute. Other third-party content, logos and trademarks are owned by their perspective entities and used for informational purposes only. No affiliation or endorsement, express or implied, is provided by their use. All material subject to strictly enforced copyright laws. Registration on or use of this site constitutes acceptance of our terms of use agreement which includes our privacy policy. Sovereign Wealth Fund Institute (SWFI) is a global organization designed to study sovereign wealth funds, pensions, endowments, superannuation funds, family offices, central banks and other long-term institutional investors in the areas of investing, asset allocation, risk, governance, economics, policy, trade and other relevant issues. SWFI facilitates sovereign fund, pension, endowment, superannuation fund and central bank events around the world. SWFI is a minority-owned organization.