Wealth Investment Management - The Private Bank

Wealth investment management client reviewing her portfolio

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 investment strategy to help you achieve your definition of success.

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Managed Account Solutions

A variety of fee-based investment management programs that provide access to experienced investment managers available through Union Bank and its subsidiary UnionBanc Investment Services.

Mutual Funds and Exchange Traded Funds

Access to a full range of professionally-managed funds that can provide greater diversification and potential tax benefits available through Union Bank and its subsidiary UnionBanc Investment Services.

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 available through Union Bank and its subsidiary UnionBanc Investment Services.

Liquidity Management

Liquidity and cash management options designed to help meet short-term cash requirements available through Union Bank and its subsidiary UnionBanc Investment Services.

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

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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.