Investment Management
Exceptional insights, extensive resources and active, individualized portfolio management all work together to help you achieve your unique goals.
A Hand-in-Hand Partnership
We understand and respect your role in furthering our mutual clients’ goals. Our wealth management professionals form strong working partnerships with our clients’ attorneys, accountants and other trusted advisors to ensure that each client’s strategy is both comprehensive and seamlessly executed.
Achieving Outcomes
Our partnership can be measured by strengthened relationships between you and your clients.
Deep Networks
We tailor our vast resources based on your needs. As our partner, you have access to our comprehensive network of expertise, knowledge and relationships.
Trusts & Estates
Access trust planning, consultation, implementation, administration and more through the fiduciary services of the bank that created one of the nation’s first trusts. We also offer the requisite resources and expertise to ensure estates are managed to maximize value, while minimizing the burden on family and heirs.
Fiduciary Services
Dedicated fiduciary services professionals with deep expertise in trust structures and services provide trust planning, consultation, implementation, and administration. We also manage communication with family members, beneficiaries, and advisors, remaining objective as we help you achieve objectives.
Banking & Lending
Benefit from a personalized approach to your banking and credit needs, fully integrated with your wealth management strategy that reflects your unique tax, financial and personal circumstances.
Investment Servicing & Information Management
Gain access to performance analytics, processing payments, tax-related support and more while feeling secure through our asset servicing capabilities.
Discretionary Investment Outsourcing (OCIO)
To help your institution achieve its mission, we offer Outsourced Chief Investment Officer (OCIO) and advisory solutions.
Non-Discretionary Investment Advisory
With a Non-Discretionary Investment Advisory account, we'll make investment recommendations based on your needs, but ultimately you make the decision.
Planned Giving
As a non-profit organization, take advantage of our dedicated planning team for gift management, investment management solutions, and donor support.
Foundations & Endowments
We offer comprehensive solutions that integrate investment management, global custody and philanthropic expertise to help non-profits navigate an increasingly complex investment and regulatory environment and optimize their mission’s impact.
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