BEYOND EVERYDAY WEALTH MANAGEMENT

With a reputation for managing the financial needs of exceptional people, BancorpTrust unique approach to wealth management centres on objective and pertinent advice, driven by intelligent and trusted relationships. Expert at navigating the complexities of today’s financial world, we ensure your wealth works for you.

UNDERSTANDING YOUR NEEDS

From planning for retirement or protecting and preserving wealth, BancorpTrust wealth managers offer objective advice and solutions. Working seamlessly with private bankers and teams of specialists ensures suitable recommendations for every aspect of your wealth.

INVESTMENT SERVICES

High-touch investment expertise is the hallmark of investment management at BancorpTrust. Our risk-based approach to portfolio construction ensures a breadth of precisely developed investment solutions in keeping with your full wealth picture.

WEALTH MANAGEMENT ADVICE SERVICE

EXPERT ADVICE

Each of our wealth managers is accredited beyond industry standards, ensuring the highest expertise.

TAILORED RECOMMENDATIONS

Strategic recommendations driven by informed insight into every aspect of your wealth.

RESPONSIBLE INVESTING

Environmental, social and corporate governance factors are at the heart of our investment process.

Advice and product fees may apply.
The value of investments and the income from them can fall as well as rise, and you may not recover the amount of your original investment.

BANCORPTRUST INVESTMENTS

Bancorptrust offers astute advice across a range of investment and portfolio services. Drawing on a broad range of investment vehicles and structures, we will devise strategies to meet your long-term goals, aligned to the complexity of your financial circumstances.

DISCRETIONARY

Investment portfolios managed by a high-caliber team of experts with a proven track record.

ADVISED

Unstinting access to BancorpTrust investment expertise, empowering you to make the final investment decision.

DEALING AND EXCHANGE

A dedicated line offering real-time equity, bond and FX trading and market updates.

Advice and product fees may apply.
The value of investments and the income from them can fall as well as rise, and you may not recover the amount of your original investment.

HOW CAN THEY WORK FOR YOU?

SPECIALIST PLANNING SERVICES

From ensuring the longevity of your business, empowering you to make a difference or preserving your wealth for future generations, we understand that peace of mind for the future is essential. With proven experience and invaluable connections, BancorpTrust specialists draw on detailed insight into your wealth to ensure that your future lives up to your expectations.

WEALTH
SUCCESSION

PHILANTHROPY

FAMILY
BUSINESS

WEALTH
PROTECTION

CHARITY
SERVICES

COMPANY INVESTMENTS

Connecting those with the potential and impetus to drive business growth with the companies of tomorrow.

REAL ESTATE

Highly experienced with invaluable connections to guide residential and commercial investors through the property cycle.

ALTERNATIVE INVESTING

Advice and product fees may apply.
The value of investments and the income from them can fall as well as rise, and you may not recover the amount of your original investment.

Your eligible cash deposits held with BancorpTrust are protected up to a total of $250,000. Any deposits you hold above the limit are unlikely to be covered. Investment business undertaken with BancorpTrust may be covered by the FDIC, the cover depending on the nature of the claim being made. Eligible claims for most types of investment business are covered up to a maximum of $50,000 per person. FDIC cover is not available for loss of money resulting from performance of the investment.

© COPYRIGHT 2021 - BANCORPTRUST

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