Private Banks:
Private Trust Companies Primarily Serving High Net Worth Clients
Recently Released!!!
Date Published: December 7, 2023
Summary PowerPoint Deck: 63 Slides
Reference PowerPoint Deck: 259 Slides
The purpose of this research is to is to provide readers with a comprehensive understanding of private banks, 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. Retail banks are addressed in a separate Tiburon research document. This research forms a parts of Tiburon's financial advisor channels research.
Date Published: December 7, 2023
Summary PowerPoint Deck: 63 Slides
Reference PowerPoint Deck: 259 Slides
The purpose of this research is to is to provide readers with a comprehensive understanding of private banks, 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. Retail banks are addressed in a separate Tiburon research document. This research forms a parts of Tiburon's financial advisor channels research.
This research addresses the historical phases of private banks, including:
- East Coast & Midwest Firms Entrance Phase
- Geographically Dispersed Firms Entrance Phase
- Recent Entrants Phase
This research defines several distinct market segments of private banks, including:
- Big Four Private Banks
- Other Private Banks
And its profile concludes with several future predictions, including:
- Moderate Growth for Private Banks
- Fastest Growth for Big Four Private Banks
- Maintenance of High Minimum Account Levels
- Continuing Customized Banking Solutions
- Evolving Investment Management Offers
- Ongoing High Touch Models
- Continuing Extensive Wealth Management Services
Tiburon Member Access:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner Chip Roame (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner Chip Roame (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
