Wealth Management with The Private Bank
The Private Bank offers comprehensive wealth management services. Partner with an advisor who will take the time to understand the aspirations you have for your wealth and build a roadmap to get you there.
Wealth Management Webinars
Market and Economic Outlook for 2023
As we kick off 2023, economic uncertainty and market volatility continue to plague investors. But is there a light at the end of the tunnel? View the replay from our recent Perspectives webinar to hear from our experts.
Also be sure to download our accompanying Q1 Market Commentary.
View all past Perspectives wealth management webinars from The Private Bank.
Recent Articles - Perspectives on Wealth Management
Your unique story
The one thing all of our clients have in common is that they are all unique. We will create a wealth strategy specifically tailored to you.
Wealth management for individuals & families
Many individuals and families have substantial liquid assets, either selfcreated or through inheritance. Additionally, there are often complex family dynamics and generational differences to navigate if you have family wealth or have future heirs to consider. Count on our expertise to guide you and your family.
Exceptional women
Women often have different ambitions for their wealth than men. That is why The Private Bank is dedicated to really listening to the unique needs of our female clients to help you achieve your version of financial success.
Business owners
Whether your business is family-owned or an enterprise you created, it can be a tremendous source of pride and something you may view as your personal legacy. For these reasons, succession and transition issues of the business may be top of mind. We can help.
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Perspectives - Wealth Management Resources
Insights and information across a range of topics, from market commentaries and sector updates, to advice-driven articles on wealth management strategies and other topics of interest.
Investment management services offered by MUFG Union Bank, N.A. in conjunction with its subsidiary, HighMark Capital Management, an SEC-registered investment adviser. Brokerage and investment advisory services offered by UnionBanc Investment Services LLC, an SEC-registered broker-dealer, investment adviser, member FINRA/SIPC, and subsidiary of MUFG Union Bank, N.A. Insurance services offered by UnionBanc Insurance Services, a division of MUFG Union Bank, N.A., having a California domicile and principal place of business at 1201 Camino Del Mar, Suite 208, Del Mar, CA 92014. California State Insurance License No. 0817733. Non-deposit investment and insurance products: • Are NOT deposits or other obligations of, or guaranteed by, the Bank or any Bank affiliate • Are NOT insured by the FDIC or by any other federal government agency • Are subject to investment risks, including possible loss of the principal amount invested • Insurance and annuities are products of the insurance carriers.