Banking & Lending Solutions with The Private Bank

Exclusive service. Innovative solutions.

Simplify your life by consolidating all of your deposit accounts, credit arrangements, foreign exchange, and cash management services into one relationship.

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Deposit accounts and liquidity management

At The Private Bank, we practice a uniquely personal style of banking. You can expect personal attention and support from a team of specialists and client service professionals.

Your short-term assets need to work hard and be readily available when you need them. That is why we offer a broad range of flexible deposit and liquidity management solutions.

  • Checking Accounts: Our Exclusive Private Advantage® checking account offers streamlined day-to-day banking along with a host of rewards, such as no monthly service chargesor overdraft fees

  • Money Market & Savings Accounts: Access your savings quickly and easily with these safe and convenient savings options

  • Portfolio Connection: A cash management brokerage account offered through UnionBanc Investment Services, Portfolio Connection gives you the convenience of investment and personal cash management services integrated into one account

Business owner reviewing financial statements

Cash and Treasury Management

As a respected provider of treasury management services, we have a team of professionals that can provide customized solutions to streamline reporting, optimize your cash flow, gain faster access to your funds, and improve your operating efficiencies.

Lending solutions

As a provider of credit services to high-net-worth individuals and professional service firms, The Private Bank provides customized financing to respond to the unique opportunities and needs of our clients. From mortgage loans and home equity lines to custom credit and commercial real estate loans, we have the right solution for your lending needs.

  • Small Business lines and loans including owner-occupied real estate term loans and Small Business Administration (SBA) programs

  • Real Estate Investor lending programs

  • Home loans up to $5 million with fixed- or adjustable-rates, and available rate or fee discounts for clients 

  • Home equity products for your residence, second home, or residential investment property

  • Commercial loans for private investors and financing for professional service firms

  • Portfolio Access® Line of Credit allows you to borrow money using your eligible marketable securities held at Union Bank, or at our brokerage and investment advisory subsidiary UnionBanc Investment Services

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 are available through UnionBanc Investment Services LLC, a registered broker-dealer, investment adviser, member FINRA / SIPC, and subsidiary of MUFG Union Bank, N.A. Non-deposit investment 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.

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