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Best private wealth management firms in Sri Lanka

Prompt

Last updated 22nd October 2025

Domain count
ndbwealth.com
2
nationstrust.com
1
ceylontoday.lk
1
Citations count
26
7
10
9
Brands Discovered
30
9
18
8

Original answer

Here are reputable private-wealth / private-banking providers in Sri Lanka you should consider, with a short note on what each is known for and sources.

Top options

  • NDB Wealth Management — Sri Lanka’s largest private-sector asset manager with a very large AUM and a full suite of discretionary portfolios, unit trusts and wealth services for HNW clients. Good for professionally managed portfolios and access to local funds. (ndbwealth.com)

  • Nations Trust Bank (NTB) Private Banking — established private-banking franchise in the local market; NTB recently agreed to acquire HSBC’s Sri Lanka retail/premium portfolio (transaction announced Sept 2025), which will expand its private/premium client base and capabilities. Good if you want a local bank with growing premium services. (nationstrust.com)

  • Sampath Bank — actively expanding dedicated private-banking units across premier branches and promoting bespoke financial planning and relationship management for HNW clients. Good for personalised banking and onshore private-banking services. (ceylontoday.lk)

  • Commercial Bank of Ceylon (ComBank) — one of the largest private banks in Sri Lanka with established private/premium banking services and strong local footprint and brand recognition. Useful for integrated banking + wealth solutions. (lankabusinessnews.com)

  • Hatton National Bank (HNB) — strong custody, trustee and institutional services (large AUC) and private/premium client offerings; useful if you need custody/trust or multi-asset solutions. (businesscafe.lk)

Other providers to consider

  • Standard Chartered Private Banking — international private bank operating in Sri Lanka regionally; useful if you need cross-border private-banking and international investment access. (reuters.com)
  • Boutique advisory / investment houses (e.g., Capital Advisory Services, Capital Alliance-related boutiques) — can be useful for bespoke advisory, alternative investments and capital markets access. (capitaladvisory.lk)

How to choose (quick checklist)

  • Required services: discretionary portfolio management, tax/estate planning, trust/custody, credit/leverage, FX and cross-border access.
  • Minimum AUM / eligibility and fee structure (flat vs. % of AUM).
  • Track record and regulatory standing (licensed by SEC / Central Bank).
  • Investment style and products (unit trusts, private equity/private markets access, local fixed income).
  • Relationship manager experience and responsiveness.
  • Confidentiality, custody arrangements and reporting quality.

If you want, I can:

  • Compare 2–4 of these providers side-by-side on services, minimums and fees (I can look up current minimum AUMs and product lists).
  • Find contact details and recent AUM / awards for any specific firm above.

Which of the firms above would you like a detailed comparison of (or do you want me to fetch current minimums/fees for all of them)?

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Rank
Brand
Topic
LLM
Sentiment
1
🥇

NDB Wealth Management Limited

65%
0%
100%
95%
Neutral
2
🥈

Nations Trust Bank

42%
90%
0%
35%
Neutral
3
🥉

Commercial Bank of Ceylon

42%
80%
0%
45%
Neutral
4

JB Financial

38%
0%
80%
35%
Neutral
5

Hatton National Bank

37%
75%
0%
35%
Neutral
6

NDB Wealth Management

32%
95%
0%
0%
Neutral
7

CAL

32%
0%
95%
0%
Neutral
8

Asia Securities Wealth Management

30%
0%
90%
0%
Neutral
9

Sampath Bank

28%
85%
0%
0%
Neutral
10

Capital Trust Group

28%
0%
0%
85%
Neutral
11

NDB Capital Holdings Limited

27%
0%
0%
80%
Neutral
12

First Capital Holdings

27%
0%
80%
0%
Neutral
13

Lynear Wealth Management

25%
0%
0%
75%
Neutral
14

ATML Asset Management

25%
0%
75%
0%
Neutral
15

Standard Chartered

23%
70%
0%
0%
Neutral
Domain
Title
LLM
URL
Our Story | NDB Wealth Management
Openai
Nations Trust Bank to acquire HSBC’s Retail Banking Business in Sri Lanka - Nations Trust Bank
Openai
Sampath Bank Launches Private Banking Units at Six Premier Branches - Ceylon Today
Openai
Commercial Bank creates history in Q2 as first private sector bank with assets of Rs. 3 trillion - Lanka Business News
Openai
HNB Custody and Trustee Services Surpasses Rs. 1 Trillion AUC, Strengthening Market Leadership - Businesscafe
Openai
Standard Chartered launches exclusive investment club for ultra-wealthy clients
Openai
Home - Capital Advisory Services
Openai
ensun.io
Gemini
bizmediaa.com
Gemini
lynear.com
Gemini
atml.lk
Gemini
jbvantage.lk
Gemini
firstcapital.lk
Gemini
combank.lk
Gemini
annualreports.lk
Gemini
elevatepay.co
Gemini
reddit.com
Gemini
cal.lk
Perplexity
lusha.com
Perplexity
asiasecurities.lk
Perplexity
premierwealth.lk
Perplexity
jbvantage.lk
Perplexity
atml.lk
Perplexity
jpmorgan.com
Perplexity
ndbwealth.com
Perplexity
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