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

Recently Released!!!
Date Published: June 20, 2019
Summary PowerPoint Deck: 37 Slides
Reference PowerPoint Deck: 208 Slides

The purpose of this research is to is to provide readers with a comprehensive 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, sports agents & business managers, and family offices. 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 segmentsof private banks, including:
  • Big Three
  • Other Private Banks

And its profile concludes with the highlights of its organizational structure & ownership.

  • Moderate Growth for 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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