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.

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

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