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Wealth Management Services for Individuals and Families

Whether you are growing or preserving assets, building or selling a business, or creating a lasting legacy—The Private Bank can help simplify your life so your wishes are carried out during your lifetime and beyond.

Uncompromising Service, Backed by a High Level of Expertise

With a team of Private Bank advisors and specialists, your relationship manager works on behalf of you and your family to provide customized solutions for all of your financial needs:
Relationship Managers
Clients requiring investment advisory, brokerage or insurance services will work directly with a
representative from UnionBanc Investment Services or UnionBanc Insurance Services.

Wealth Planning

Our objective wealth planners analyze your current financial situation and align it with the goals you have for yourself and your family.

Loans and Deposits

Our Private Banking specialists are available to help you with loans, deposits, cash management services, foreign exchange, and a wide range of other banking solutions. We deliver these services with the support of a dedicated Private Bank Client Service group.

Trust and Estate Services

Trust and estate specialists can help protect and preserve your wealth through the administration of numerous trust structures, working with your other advisors to ensure that your wishes are carried out.

We are also able to meet the needs of wealthy families whose assets extend to nontraditional investments, including management of your real estate holdings; mineral, oil, and gas interests; closely held businesses; loans; and intellectual property held in unique trust structures.

Risk Management###DISCLAIMER:2_0 Investment Management and Brokerage Services 1###

You have worked hard to build your wealth. The Private Bank provides advice on how to protect your wealth using a variety of risk management strategies.

Investments###DISCLAIMER:2_0 Investment Management and Brokerage Services 1###

We provide access to both discretionary and non-discretionary investment management and brokerage services. Discretionary investment management is guided by an experienced Private Bank portfolio manager who will make investment decisions on your behalf. Non-discretionary investment advisory and brokerage services are provided through our subsidiary, UnionBanc Investment Services®, and allow you to work with an experienced advisor while having a greater voice in your investment decisions.
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