Investments with The Private Bank #

Flexible solutions. Tailored advice

Personalized investment strategies, flexible solutions and a wealth of resources from a partner you can rely on. #

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A deliberate and disciplined approach

Whether you’re an experienced investor or just beginning to think strategically about your assets, The Private Bank offers a proprietary, detailed process to facilitate your success. Using our LIFE WealthCycle℠, we’ll gain a deep understanding of what’s important to you, and design a customized strategy to help you achieve your definition of success.

Goal-based solutions available through Union Bank and its subsidiary UnionBanc Investment Services#

Managed Account Solutions

A variety of fee-based investment management programs that provide access to experienced investment managers.#

Mutual Funds and Exchange Traded Funds

Access to a full range of professionally-managed funds that can provide greater diversification and potential tax benefits.

Individual Equity and Fixed Income Products

Access to all publicly traded equities across the U.S. and international markets, as well as a full range of fixed income securities.#

Liquidity Management

Liquidity and cash management options designed to help meet short-term cash requirements.

Alternative Investments

Liquid and illiquid investments# available through Union Bank that are typically not correlated to traditional asset classes, thus providing additional diversification and inflation protection.

Annuities

Available through UnionBanc Investment Services# , an attractive option for those seeking tax deferred growth, regular income payments, or other options to help fund your retirement.

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The Private Bank

Build a financial partnership to last a lifetime.

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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.

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The information that this private business collects and maintains as a result of your visit to its Web site, and the manner in which it does so, may differ from the information that Union Bank collects and maintains. (Refer to the Privacy & Security section for privacy protections Union Bank provides to its Web site visitors). If you provide the business with information, its use of that inforation will be subject to that business's privacy policy. We recommend you review their information collection policy, or terms and conditions to fully understand what that business collects. We are not responsible for the information collection practices of the other Web sites that you visit and urge you to review their privacy policies before you provide them with any personally identifiable information.

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