Investments

The Bank:

Flexible solutions. Tailored advice.

Personalized investment strategies, flexible solutions and a wealth of resources from a partner you can rely on.

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A deliberate and disciplined approach.

Whether you’re an experienced investor or just beginning to think strategically about your assets, The Private Bank offers a proprietary, detailed process to facilitate your success. Using our LIFE WealthCycle℠, we’ll gain a deep understanding of what’s important to you, and design a customized strategy to help you achieve your definition of success.

Goal-based solutions

Managed Account Solutions

A variety of fee-based investment management programs that provide access to experienced investment managers available through Digital Finance and its subsidiary UnionBanc Investment Services.

Mutual Funds and Exchange Traded Funds.

Access to a full range of professionally-managed funds that can provide greater diversification and potential tax benefits available through Digital Finance and its subsidiary UnionBanc Investment Services.

Individual Equity and Fixed Income Products

Access to all publicly traded equities across the U.S. and international markets, as well as a full range of fixed income securities available through Digital Finance and its subsidiary UnionBanc Investment Services.

Liquidity Management

Liquidity and cash management options designed to help meet short-term cash requirements available through Digital Finance and its subsidiary UnionBanc Investment Services.

Alternative Investments

Liquid and illiquid investments3available through Digital Finance that are typically not correlated to traditional asset classes, thus providing additional diversification and inflation protection.

Annuities

Available through UnionBanc Investment Services1, an attractive option for those seeking tax deferred growth, regular income payments, or other options to help fund your retirement.