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

Recently Released!!!
Date Published: June 24, 2022
Summary PowerPoint Deck: 55 Slides
Reference PowerPoint Deck: 258 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

Subscribe to this Tiburon Research

Member Access

Tiburon Members and individual research subscribers may click on any of the icons below to access any part of this research. The most widely utilized parts are the Key Findings (think factoids), Podcast Presentation, and Summary PowerPoint deck.

Table of Contents Summary
PowerPoint Deck
Key Findings Reference
PowerPoint Deck
Podcast Presentation Excel Data Sheet
Public Access

Please click on the Table of Contents icon below to see more details of this research.

Table of Contents

Media Access

Members of the media who would like further access to the components of this research may click on the icon below or send an email to Sarah Sage.

Media Access

Tiburon Research Subscriptions


If you are having difficulties subscribing to Tiburon research online please contact Sarah Sage at
SSage@TiburonAdvisors.Com or 415-789-2540.