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Your Financial Partner for Life


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 and its predecessors have 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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