Private Banks:
Private Trust Companies Primarily Serving High Net Worth Clients

Recently Released!!!
Date Published: August 24, 2015
Summary PPT Deck: 46 Slides

Reference PPT Deck: 163 Slides

The purpose of this research is to is to provide readers with an understanding of the private banks market, which Tiburon defines as the private trust companies primarily serving high net worth clients, often in an investment management capacity. This market is sometimes referred to as the multi-family office market. Tiburon views private banks as one of the upscale channels firms. along with the tax & financial planning departments of CPA firms, the trusts & estates departments of law firms, the high net worth brokerage departments of investment banks, sparks agents & business managers, and family offices. Retail banks are addressed in a separate Tiburon research document.

This research addresses the three historical phases of the private banks market, including: 
  • East Coast & Midwest Firms Entrance Phase
  • Geographically Dispersed Firms Entrance Phase
  • Recent Entrants Phase

    This research defines several distinct market segments, including:

    • Big Three
    • Other Private Banks

And this research makes several predictions for the private banks market, including: 

  • Maintenance of High Minimum Account Levels
  • Continuing Customized Banking Solutions
  • Evolving Investment Management Offers
  • Ongoing High Touch Models
  • Continuing Extensive Wealth Management Services

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