Private banking · Wealth · Trust
The Private Bank & Trust Company
A single relationship team for your banking, investments, credit and trusts — disciplined, discreet and accountable to you alone.
Our practice
Four disciplines, one relationship
We serve individuals, family enterprises, foundations and privately held businesses. Every client is assigned a banker, a portfolio manager and a trust officer who work from the same balance sheet view of your affairs — so decisions about liquidity, credit, investment and succession are never made in isolation.
Private Banking
Deposit, cash management and concierge banking for individuals and families.
Explore Private BankingBusiness Banking
Treasury, payments and operating credit for closely held companies.
Explore Business BankingInvestments
Discretionary portfolios built around your mandate, horizon and tax position.
Explore InvestmentsTrust & Estates
Corporate trustee services, estate settlement and multi-generational planning.
Explore Trust & Estates$4.2B
Assets under administration (as at 30 June 2026)
1:28
Client-to-relationship-manager ratio
112 yrs
Continuous trustee service
The client portal
Your position, always current
Registered clients see consolidated balances, portfolio allocation, trust holdings and recent activity in one secure view. Statements and correspondence stay inside the bank — never in email.
Open the portal- —Consolidated household balances across deposit, investment and trust accounts
- —Portfolio allocation by asset class with position-level detail
- —Recent transactions with categorisation
- —Direct line to your relationship team
Our offices
International perspective, local relationships
Our teams serve clients from Sarasota, London and Zurich, coordinating banking, investment and fiduciary needs across borders. Images are architectural representations of each office location.
