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Your Financial Partner for Life

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Investment Management

Clients of The Private Bank looking to build and implement an investment advisory strategy have access to Union Bank's investment management subsidiary, HighMark Capital Management (HighMark).###DISCLAIMER:2_0 HighMark - PB Version 2### For more than 90 years, HighMark has been advising clients regarding their investment management and asset management needs.

HighMark differentiates itself by providing clients with a portfolio manager who is a qualified and experienced fiduciary. With an average of more than 20 years' experience, these portfolio managers deliver a customized solution to each client.

Our approach to investment solutions is driven by a deliberate and disciplined process called the LIFE Wealth Cycle, through which we Listen, Interpret, Formulate and Evolve with our clients:

LIFE - Listen Interpret Formulate Evolve 

To build your investment strategy, we:

  • Listen to you, gaining a deep understanding of where you are, where you want to be, and how you want to get there
  • Interpret your unique circumstances to identify and analyze solutions that can best meet your goals
  • Formulate and implement a personalized investment strategy based on your specific needs
  • Evolve with you and help you adjust your investment strategy as your life changes

Through this process, we gain a deep understanding of what is important to you and formulate a customized strategy based on your prioritized goals.

HighMark provides client-driven investment capabilities across a range of style-specific strategies that harness the expertise of both proprietary and external managers. They apply a disciplined, consistent process to actively managed portfolios spanning equity, fixed income, multiasset class strategies, and customized investment management. HighMark develops an asset allocation strategy that is suitable to your long-term ambitions and also factors in your feelings about risk, your tax situation, and where you are in your professional life. They combine two levels of asset allocation -- strategic and tactical -- to establish and maintain customized portfolios that seek to minimize volatility and maximize returns.
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Online Investment Management, Trust & Custody access.
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Market Linked CDs
Market-Linked CDs
Are Market-Linked CDs, offered through UnionBanc Investment Services, right                          for you?
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Wealth Planning
Wealth Planning
A strategic wealth plan to help you achieve what is important to you.